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Nonprofiteer
← JONATHAN ROBERTOZZI MEMORIAL FUND

Form 990 for tax year 2024

Filed by JONATHAN ROBERTOZZI MEMORIAL FUND.

Totals

Total revenue
$1,625
Total expenses
$1,920
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$1,625
Other revenue
$0
Total assets, end of year
$50,805
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$50,805
Program services expenses (Part IX)
$0
Management and general expenses
$1,920
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,625 · excluded $1,625

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $1,900 · management and general $1,900

  • 11g · Fees: other

    total $20 · management and general $20

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,213 · end of year $2,293

  • 11 · Investments: publicly traded securities

    beginning of year $44,538 · end of year $48,512

  • 27 · Net assets without donor restrictions

    beginning of year $48,751 · end of year $50,805

Mission and programs · 2024

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.

  • 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.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alan Warren Dpm

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Dan Phan Dpm

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    1

  • James Ricketti Dpm

    PRESIDENT EL

    Total calculated
    $0
    Hours/week
    1

  • Wendy Grossman Dpm

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Tajma Kotoric

    EXECUTIVE DI

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
7 April 2026
IRS schema version
2024v5.0
Source object
202620989349300207

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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