Nonprofit · EIN 22-6764286
JONATHAN ROBERTOZZI MEMORIAL FUND
Also known as MALKIN KENNETH TTEE
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,625 | $1,920 | -$295 | $50,805 | $0 | $50,805 |
| May 31, 2024 | 990 | $3,562 | $0 | $3,562 | $48,751 | $0 | $48,751 |
| May 31, 2023 | 990 | $4,474 | $0 | $4,474 | $42,638 | $0 | $42,638 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,625
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,900
- Management and general (functional)
- $1,920
Balance sheet and other
- Total assets, start of year
- $48,751
- Total assets, end of year
- $50,805
- Total liabilities, end of year
- $0
- Net assets, end of year
- $50,805
- Publicly traded securities
- $48,512
- Net assets without donor restrictions
- $50,805
- Gross receipts
- $1,625
- Employees
- 0
- Year formed
- 1997
- State of legal domicile
- NJ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN WARREN DPM | PRESIDENT Trustee or director | 1 | $0 |
| DAN PHAN DPM | SECRETARY/TR Trustee or director | 1 | $0 |
| JAMES RICKETTI DPM | PRESIDENT EL Trustee or director | 1 | $0 |
| WENDY GROSSMAN DPM | VICE PRESIDE Trustee or director | 1 | $0 |
| TAJMA KOTORIC | EXECUTIVE DI Officer | 1 | $0 |
990 for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN WARREN DPM | PRESIDENT Trustee or director | 1 | $0 |
| DAN PHAN DPM | SECRETARY/TR Trustee or director | 1 | $0 |
| JAMES RICKETTI DPM | PRESIDENT EL Trustee or director | 1 | $0 |
| WENDY GROSSMAN DPM | VICE PRESIDE Trustee or director | 1 | $0 |
| TAJMA KOTORIC | EXECUTIVE DI Officer | 1 | $0 |
990 for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN WARREN DPM | PRESIDENT Trustee or director | 1 | $0 |
| DAN PHAN DPM | SECRETARY/TR Trustee or director | 1 | $0 |
| WENDY GROSSMAN DPM | VICE PRESIDE Trustee or director | 1 | $0 |
| TAJMA KOTORIC | EXECUTIVE DI Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 TREE FARM RD STE 202, PENNINGTON, NJ 08534-1463
- In care of
- % NJ PODIATRIC MEDICAL SOCIETY
- Principal officer (990 for 2024)
- TAJMA KOTORIC, 1 TREE FARM ROAD SUITE 202, PENNINGTON, NJ 08534
- Signed the 990
- TAJMA KOTORIC, EXECUTIVE DIRECTOR
- Phone
- (732) 967-9003
- Return prepared by
- BUCKNO LISICKY & COMPANY PC
Mission
TO OPERATE A CHARITABLE FUND TO PROVIDE FINANCIAL RECOGNITION AND SUPPORT TO ONE OR MORE PERSONS, WHO HAVE ENGAGED IN ACTIVITIES OR HAVE DEMONSTRATED HIGH MORAL CHARACTER AND WHO, THROUGH SUCH ACTIVITIES OR DEMONSTRATION, HAVE CONFERRED A BENEFIT UPON THE COMMUNITY AT LARGE.
Program accomplishments
- TO OPERATE A CHARITABLE FUND TO PROVIDE FINANCIAL RECOGNITION AND SUPPORT TO ONE OR MORE PERSONS, WHO HAVE ENGAGED IN ACTIVITIES OR HAVE DEMONSTRATED HIGH MORAL CHARACTER AND WHO, THROUGH SUCH ACTIVITIES OR DEMONSTRATION, HAVE CONFERRED A BENEFIT UPON THE COMMUNITY AT LARGE.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 22-6764286
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- May
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B80)
- Assets (IRS master file)
- $50,805
- Income (IRS master file)
- $1,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,625 | $1,920 | $50,805 | XML |
| 990 | May 2024 | $3,562 | $0 | $48,751 | XML |
| 990 | May 2023 | $4,474 | $0 | $42,638 | XML |
| 990 | May 2022 | $3,682 | $7,089 | $35,740 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6764286).
Questions about JONATHAN ROBERTOZZI MEMORIAL FUND
- What is the EIN of JONATHAN ROBERTOZZI MEMORIAL FUND?
- The employer identification number (EIN) of JONATHAN ROBERTOZZI MEMORIAL FUND is 22-6764286.
- Is JONATHAN ROBERTOZZI MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to JONATHAN ROBERTOZZI MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JONATHAN ROBERTOZZI MEMORIAL FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of JONATHAN ROBERTOZZI MEMORIAL FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JONATHAN ROBERTOZZI MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of JONATHAN ROBERTOZZI MEMORIAL FUND?
- The 990 for the year ended May 31, 2025 names TAJMA KOTORIC.
- Who are the officers and directors of JONATHAN ROBERTOZZI MEMORIAL FUND?
- The 990 for the year ended May 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JONATHAN ROBERTOZZI MEMORIAL FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,625, expenses of $1,920 and total assets of $50,805 at year end.
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