Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 355 EAST LINDEN AVENUE
  Room/suite
City or town
LINDEN
State or province
NJ
Country  
ZIP or foreign postal code
07036
A Employer identification number

22-3613766
B Telephone number (see instructions)

9088624990
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$10,123,991J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 400 400  
4 Dividends and interest from securities... 289,564 287,605  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 554,091
b Gross sales price for all assets on line 6a 6,813,990
7 Capital gain net income (from Part IV, line 2)... 554,091
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 844,055 842,096  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 1,500   8,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,400 960   5,440
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,689 27,501    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,292 1,718   9,574
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,381 31,679   23,514
25 Contributions, gifts, grants paid....... 523,000 523,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 578,381 31,679   546,514
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 265,674
b Net investment income (if negative, enter -0-) 810,417
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   528,791 528,791
2 Savings and temporary cash investments......... 398,750 39,537 39,537
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,291,290 Click to see attachment
List of Attached Documents:
// Content
3,174,574 		4,721,440
c Investments—corporate bonds (attach schedule)....... 828,802 Click to see attachment
List of Attached Documents:
// Content
2,523,733 		2,553,598
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,862,503 Click to see attachment
List of Attached Documents:
// Content
1,406,636 		1,755,625
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 525,000 525,000 525,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,906,345 8,198,271 10,123,991
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe ) 0 0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,906,345 8,198,271
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,906,345 8,198,271
30 Total liabilities and net assets/fund balances (see instructions). 7,906,345 8,198,271
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,906,345
2
Enter amount from Part I, line 27a .....................
2
265,674
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
26,252
4
Add lines 1, 2, and 3 ..........................
4
8,198,271
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,198,271
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,813,990 0 6,259,899 554,091
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 554,091
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 554,091
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 11,265
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,265
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,265
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 7,200
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 7200 7 7,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 4,065
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofEDMUND FAULKNER Telephone no. (908) 862-4990

Located at355 E LINDEN AVELINDENNJ ZIP+407036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES KOSLOVSKI PRESIDENT
2.00 		2,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
EDMUND FAULKNER VICE PRESIDENT
2.00 		2,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
VERONICA DANIEL SECRETARY
1.00 		2,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
PHYLLIS CORDUAN ASST. SECRETARY
1.00 		1,000 0 0
355 EAST LINDEN AVENUE
LINDEN,NJ07036
ROBERT R STANICKI TREASURER
1.00 		2,000 0 0
1435 RARITAN ROAD
CLARK,NJ07066
JOHN MURRAY ASST. SECRETARY
1.00 		1,000 0 0
1435 RARITAN ROAD
CLARK,NJ07066
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,752,832
b
Average of monthly cash balances.......................
1b
968,067
c
Fair market value of all other assets (see instructions)................
1c
525,000
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,245,899
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
9,245,899
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,688
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,107,211
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
455,361
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
455,361
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
11,265
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,265
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
444,096
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
444,096
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
444,096
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
546,514
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
546,514
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 444,096
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 157,181
b From 2021...... 121,009
c From 2022...... 67,863
d From 2023...... 55
e From 2024...... 66,313
f Total of lines 3a through e ........ 412,421
4Qualifying distributions for 2025 from Part
XI, line 4: $ 546,514
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 444,096
e Remaining amount distributed out of corpus 102,418
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 514,839
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		157,181
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		357,658
10 Analysis of line 9:
a Excess from 2021 .... 121,009
b Excess from 2022 .... 67,863
c Excess from 2023 .... 55
d Excess from 2024 .... 66,313
e Excess from 2025 .... 102,418
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
MARION BROZOWSKI DATE OF DEATH MAY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
EDMUND FAULKNER
355 EAST LINDEN AVENUE
LINDEN,NJ07036
(908) 862-4990
bThe form in which applications should be submitted and information and materials they should include:
NO PRESCRIBED FORM
cAny submission deadlines:
NO DEADLINE DATE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICA'S GROW A ROW

150 PITTSTOWN ROAD
PITTSTOWN,NJ08867 		    FOOD DONATIONS 15,000

ASSOCIATED HUMANE SOC ANIMAL RESCUE

124 EVERGREEN AVENUE
NEWARK,NJ07114 		    ANIMAL WELFARE 8,500

BONNIE BRAE

3415 VALLEY ROAD
LIBERTY CORNER,NJ07938 		    YOUTH SERVICES 13,000

CAT ADOPTION AND PET INFO CENTER

PO BOX 266
MARTINSVILLE,NJ08836 		    ANIMAL WELFARE 11,000

CENTER FOR HOPE HOSPICE

1900 RARITAN ROAD
SCOTCH PLAINS,NJ07076 		    HOSPICE CARE 26,000

COMMUNITY FOOD BANK OF NJ

33 EVANS TERMINAL ROAD
HILLSIDE,NJ07205 		    FOOD DONATIONS 16,000

DEBORAH HOSPITAL FOUNDATION

20 PINE MILL ROAD
BROWNS MILLS,NJ08015 		    HEALTHCARE 11,000

FOOD BANK OF OCEAN & MONMOUTH COUNTIES

3300 ROUTE 66
NEPTUNE,NJ07753 		    FOOD DONATIONS 21,000

FRANCISCAN CHARITIES

117 HIGHWAY 35 SOUTH
KEYPORT,NJ07735 		    ASSISTANCE TO THE POOR 31,000

FRIENDS OF LINDEN ANIMAL SHELTER

1305 WOODLAWN AVENUE
LINDEN,NJ07036 		    ANIMAL WELFARE 8,500

TAMERLAINE FARM SANCTUARY

147 RIVER ROAD
MONTAGUE,NJ07827 		    ANIMAL WELFARE 25,000

HOUR CHILDREN

36-11A 12TH STREET
LONG ISLAND CITY,NY11106 		    ASSISTANCE TOINCARCERATEDWOMEN AND CHILDREN 23,500

JERSEY SHORE ANIMAL CENTER

185 BRICK BOULEVARD
BRICK,NJ08723 		    ANIMAL WELFARE 11,000

NOAH'S ARK ANIMAL RESCUE

PO BOX 5734
CLARK,NJ07066 		    ANIMAL WELFARE 7,000

OPERATION SMILE

6435 TIDEWATER DRIVE
NORFOLK,VA23509 		    CHILDRENS HEALTHCARE 15,000

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVENUE
MANHATTAN BEACH,CA90266 		    CANCER RESEARCH 18,500

ST HUBERT'S ANIMAL SHELTER

575 WOODLAND AVENUE
MADISON,NJ07940 		    ANIMAL WELFARE 5,500

ST JOSEPH'S SOCIAL SERVICE CENTER

118 DIVISION STREET
ELIZABETH,NJ07201 		    SOCIAL SERVICES 50,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		    CHILDRENS HEALTHCARE 31,000

SPAY USA FUND SOMERSET

100 COMMONS WAY
BRIDGEWATER,NJ08807 		    ANIMAL WELFARE 4,000

TABBY'S PLACE

1100 US HWY 202
RINGOES,NJ08551 		    ANIMAL WELFARE 4,000

THE LUSTGARTEN FOUNDATION FOR RESEARCH

1111 STEWART AVENUE
BETHPAGE,NY11714 		    CANCER RESEARCH 17,000

THE SALVATION ARMY

PO BOX 1428
ALEXANDRIA,VA22313 		    SOCIAL SERVICES 13,000

VICTORY JUNCTION

4500 ADAMS WAY
RANDLEMAN,NC27317 		    YOUTH SERVICES 10,000

WOODLANDS WILDLIFE REFUGE

676 COUNTY ROAD 513
PITTSTOWN,NJ08867 		    ANIMAL WELFARE 8,500

WOUNDED WARRIOR PROJECT

370 7th AVE STE 1802
NEW YORK,NY10001 		    ASSISTANCE FOR WOUNDED SOLDIERS 25,000

YOUTH CONSULTATION SERVICE FOUNDATION

284 BROADWAY
NEWARK,NJ07104 		    YOUTH SERVICES 3,000

RISING TIDE

334 MARTIN LUTHER KING DR
JERSEY CITY,NJ07305 		    CANCER RESEARCH 11,000

ROOTS AND WINGS

75 BLOOMFIELD AVENUE
DENVILLE,NJ07834 		    YOUTH SERVICES 19,000

RIDING WITH HEART

639 COUNTY ROAD 513
PITTSTOWN,NJ08867 		    HORSEBACK RIDINGFOR THE DISABLED 9,000

HOPE 4 PAWS HUMANE SOCIETY

75 ROCK AVENUE
PLAINFIELD,NJ07063 		    ANIMAL WELFARE 5,000

STRAYS R US

PO BOX 345
RAHWAY,NJ07065 		    ANIMAL WELFARE 11,000

KID'S CHANCE OF NJ

PO BOX 166
MATAWAN,NJ07747 		    SCHOLARSHIPS 15,000

IMAGINE

244 SHEFFIELD STREET
MOUNTAINSIDE,NJ07092 		    GRIEF SUPPORT 7,500

DINA'S DWELLINGS - TOWN CLOCK CDC

11 BAYARD STREET
NEW BRUNSWICK,NJ08901 		    AFFORDABLE HOUSING 6,000

MARY'S PLACE BY THE SEA

22 MAIN AVENUE
OCEAN GROVE,NJ07756 		    CANCER THERAPY 7,500
Total ................................. 3a 523,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 400  
4 Dividends and interest from securities ....     14 289,564  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 554,091  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   844,055  
13Total. Add line 12, columns (b), (d), and (e)..................
13
844,055
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  
Part V Line 7 - Tax Paid with the Original Return: 7,200


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Name of Bond End of Year Book Value End of Year Fair Market Value
BCS DUAL DIRECTIONAL BUFFERED 150,000 155,025
AMGEN INC 3.350% 46,430 47,152
HERSHEY 4.950% 50,909 51,904
CLOROX 4.600% 50,055 50,502
ELI LILLY 4.700% 50,326 51,114
ALLSTATE 5.250% 51,157 52,040
LOWES 5.000% 50,390 51,126
VERIZON 5.050% 50,498 51,286
HONEYWELL 4.500% 49,044 49,661
BRISTOL MYERS SQUIBB 5.200% 51,000 52,015
UNITED HEALTH GROUP 5.000% 49,666 50,849
METLIFE 5.300% 50,996 52,065
MARSH & MCLENNAN 5.000% 49,974 50,683
AT&T 4.500% 47,466 48,082
STARBUCKS 5.400% 50,786 52,092
QUALCOMM 5.000% 50,385 50,895
MCDONALDS 4.700% 48,619 49,720
ABBVIE 4.300% 46,994 48,020
LOCKHEED MARTIN 4.500% 47,871 49,085
BP CAPITAL 4.875% 40,146 39,700
PNC FINL 39,922 40,050
MORGAN STANLEY 4.350% 39,985 40,050
VALERO ENERGY 3.400% 39,661 39,787
GOLDMAN SACHS 3.850% 39,779 39,948
DISCOVER 4.100% 39,867 40,049
ORACLE 2.800% 39,068 39,223
EBAY 3.600% 19,733 19,884
KROGER 3.700% 39,651 39,836
CATERPILLAR 3.600% 39,659 39,907
DIGITAL REALTY 3.700% 39,576 39,753
MOTOROLA 4.600% 40,291 40,384
GENERAL MILLS 4.200% 40,138 40,098
KEYCORP 4.100% 39,714 39,987
CITIGROUP 4.125% 39,750 40,000
WORKDAY 3.700% 39,125 39,451
INTERCONTINENTAL 4.350% 40,124 40,338
PROLOGIS 2.250% 36,475 37,076
MARRIOTT 4.625% 40,171 40,564
SERVICENOW 1.400% 35,116 35,234
COMCAST 4.250% 39,763 39,976
XYLEM 2.250% 35,556 36,276
VERIZON 2.550% 35,903 36,466
LOWES 2.625% 36,118 36,687
OMNICOM GROUP 2.600% 35,686 36,269
CBOE GLOBAL 3.000% 36,193 36,884
THE WILLIAMS COM 4.650% 39,299 40,012
THE PROGRESSIVE 4.950% 40,723 40,941
MCKESSON 5.100% 40,854 41,347
THERMO FISHER 5.086% 40,874 41,426
HONEYWELL 4.500% 39,955 39,556
BRISTOL MYERS SQUIBB 5.200% 40,826 41,489
GATX CORP 6.050% 42,301 42,518
VULCAN MATERIALS 5.350% 41,682 41,529
CUMMINS 5.300% 41,617 41,448
DOMINION ENERGY 7.000% 42,959 43,339
THE SOUTHERN CO 6.375% 41,710 41,650
NEXTERA ENERGY 6.375% 41,197 41,150

TY 2025 InvestmentsCorpStockSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 24,440 80,452
ACCENTURE 50,600 45,917
ALPHABET 73,774 263,145
AMAZON 45,388 141,954
AMERIPRISE 11,017 38,725
APPLE 50,239 68,106
BANK OF AMERICA 10,685 20,171
BLACKSTONE 44,192 131,489
CATERPILLAR 15,186 91,474
CISCO 21,752 37,025
CITIGROUP 27,080 53,884
CLEARWAY ENERGY 21,932 66,441
CONSTELLATION BRANDS 12,487 8,625
COSTAMARE BULKERS HOLDINGS 13,630 17,922
COSTAMARE INC 28,563 94,987
HOME DEPOT 63,862 72,253
IQVIA HOLDINGS INC 10,089 23,668
META PLATFORMS 10,356 47,851
MICROSOFT 10,883 55,458
NEXTERA ENERGY 11,202 21,113
PEPSICO 72,891 85,767
RTX CORPORATION 12,018 34,182
SALESFORCE 25,984 83,786
STARBUCKS 20,861 30,305
T-MOBILE 11,241 35,178
TESLA 49,912 68,357
VERIZON 4,862 39,451
VISA 50,295 51,040
WALT DISNEY 20,381 21,640
ALPHABET 88,846 175,280
AMAZON 117,218 135,491
AMKOR TECHNOLOGY 49,296 51,719
APPLE 108,773 179,699
ARISTA NETWORKS 49,714 63,812
AUTOZONE 55,045 57,655
BANK OF NEW YORK 47,237 60,135
BANK OF AMERICA 30,190 30,870
BERKSHIRE HATHAWAY 76,875 86,958
BROOKFIELD ASSET MGMT 42,826 43,693
CARRIER GLOBAL 60,921 55,323
CELLDEX THERAPEUTICS INC 31,704 37,317
CHEVRON 50,373 49,685
CONSTELLATION ENERGY 74,892 107,041
DIGITALOCEAN HLDGS 27,593 42,057
EATON CORP 29,095 24,844
ECOLAB 79,636 79,019
HOME DEPOT 41,187 52,991
JPMORGAN CHASE 34,394 34,370
KRYSTAL BIOTECH 38,592 60,402
LINDE 49,650 52,872
MASTERCARD 41,397 59,942
MCCORMICK & CO 33,472 32,897
MCKESSON CORP 52,860 77,107
MICROSOFT 160,287 197,801
MONDELEZ 23,523 20,671
NETFLIX 81,424 84,384
NVIDIA 140,063 228,276
OLD DOMINION FREIGHT 44,612 69,619
PUBLIC STORAGE 32,871 32,655
S&P GLOBAL 41,175 57,485
SCOTTS MIRACLE GRO 26,061 26,958
SERVICENOW 74,650 67,863
STATE STREET 17,812 16,838
STRYKER CORP 49,129 55,181
THE ALLSTATE 34,801 33,915
US BANCORP 33,194 31,780
VERALTO CORP 43,476 42,207
VERTEX PHARMACEUTICALS 51,069 69,364
VISA 56,714 62,777
WALMART 50,518 64,618
WELLS FARGO 31,045 31,098
WILLIAMS COS INC 44,562 46,405

TY 2025 InvestmentsOtherSchedule2
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE SENI FLTN RAT   39,865 30,692
GLOBAL X FUNDS   75,026 87,831
ISHARES GLOBAL FINANCIALS   32,697 64,021
ISHARES INTL SELECT DIV   124,907 144,345
ISHARES MSCI EMERGING MKTS   81,039 91,007
ISHARES S&P 500 GRWTH   89,538 98,827
ISHARES S&P MIDCAP 400 INDEX   243,020 257,171
PIMCO DYNAMIC INCOME   41,622 31,777
ST STR CONSUMER STAPLS   12,800 17,229
ST STR FINANCIAL SEL SEC   83,570 88,222
STATE STREET INDUSTRL   21,333 49,780
VANGUARD FTSE EMERGING MARKETS   62,210 69,075
VANGUARD INTL EQUITY INDEX   132,911 145,992
VANGUARD SMALL CAP   26,891 33,151
WISDOMTREE TR EMER MKT   61,937 65,475
JANUS HENDERSON RESEARCH   163,613 355,071
DTE ENERGY CO 4.375% PFD   30,683 29,838
PROLOGIS REIT   65,318 78,256
PRUDENTIAL FIN 5.625% PFD   17,656 17,865

TY 2025 LegalFeesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MACKEVICH, BURKE & STANICKI LEGAL 6,400 960    


TY 2025 OtherIncreasesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Description Amount
UNREALIZED GAIN 26,252


TY 2025 OtherProfessionalFeesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WELLS FARGO MANAGEMENT FEES 138 137    
SCHWAB/CORIENT MANAGEMENT FEES 27,526 27,339    
MORGAN STANLEY MANAGEMENT FEES 25 25    


TY 2025 TaxesSchedule
Name:
THE ROBERT & MARION SCHAMANN BROZOWSKI FOUNDATION INC
EIN:
22-3613766
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX - MORGAN STANLEY 1,393 1,393   0
FOREIGN TAX - SCHWAB 262 262   0
NJ REGISTRATION TAX 30 30   0
ESTIMATED TAX 7,200     7,200
NJ ANNUAL REPORT 33 33   0
2024 TAX PAID IN 2025 2,374     2,374