DAVID KOZICKI MEMORIAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVID KOZICKI MEMORIAL FOUNDATION (EIN 11-3208317)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349102865
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:10:48-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113505128 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCEL GROSS CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 DAHILL ROAD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113208317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID KOZICKI MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7184355404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO Z KOZICKI 210 MAPLE AVE UNIT30 | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZVI KOZICKI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7184355404 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCEL GROSS | PreparerPersonNm |
| PTIN | P01387210 | PTIN |
| Phone | 7184355404 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,197,894 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $73,323 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,783 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $18,869 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $18,869 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$5,438 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $119,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $544,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,001 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $282,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,147 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $137,744 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $138,252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $477,438 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $477,438 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $479,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$335,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148,730 | CashBOYAmt |
| Cash EOY | $133,748 | CashEOYAmt |
| Cash EOYFMV | $133,748 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $196,254 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $196,254 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $196,254 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $196,254 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,592,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,307,718 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,847,934 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $55,845 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,958 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,993,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,657,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,197,894 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,993,506 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,657,678 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,993,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,657,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,993,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,657,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,993,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$335,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,657,678 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,657,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ONEOK INC | P | 2023-09-26 | 2023-09-26 | $13 | $13 | $0 | $0 |
| GE HEALTHCARE | P | 2017-11-14 | 2023-01-04 | $18 | $31 | -$13 | -$13 |
| FIDELITY FUNDS | P | 2018-05-11 | 2023-12-31 | $375,000 | $375,002 | -$2 | -$2 |
| MAGELLAN MIDSTREAM | P | 2016-12-22 | 2023-09-26 | $41,629 | $17,472 | $24,157 | $24,157 |
| ONEOK INC | P | 2023-09-26 | 2023-09-26 | $13 | $13 | $0 | $0 |
| MAGELLAN MIDSTREAM | P | 2016-12-22 | 2023-09-26 | $54,783 | $11,010 | $43,773 | $43,773 |
| CORTEVA | P | 2009-09-02 | 2023-12-27 | $2,888 | $2,055 | $833 | $833 |
| VERIZON COMMUNICATIONS | P | 2000-07-07 | 2023-12-27 | $18,711 | $5,965 | $12,746 | $12,746 |
| CAPITAL GAINS DIVIDENDS | P | $51,507 | $51,507 | $51,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,001 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,765 | OverpaymentAmt |
| Applied To ES Tax | $2,765 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ZVI KOZICKI | IndividualWithBooksNm |
| Phone | 3472241422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 MAPLE AVE UNIT 301 | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ZVI KOZICKI | ||||||||
| 210 MAPLE AVE | MONSEY | NY | 10952 | PRES, TREASURER | 20.00 | $0 | $0 | $0 |
| JUDY KOZICKI | ||||||||
| 210 MAPLE AVE | MONSEY | NY | 10952 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,927,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $216,212 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,241,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,241,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,208,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,155 | TotalTaxAmt |
| Distributable Before Adj | $109,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $479,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $479,338 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $184,126 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $327,539 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $511,101 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $192,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,506,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $479,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $370,091 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,876,645 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $184,126 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,692,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,979 | ExcessFromYear4Amt |
| Excess From Year3 | $327,539 | ExcessFromYear3Amt |
| Excess From Year2 | $511,101 | ExcessFromYear2Amt |
| Excess From Year1 | $192,809 | ExcessFromYear1Amt |
| Excess From Current Year | $370,091 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZVI KOZICKI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONG KHAL TORAS CHAIM | |||||||
| 5228 NEW UTRECT AVE | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $2,400 |
| KOLLEL AHAVAS YERUSHALAYIM | |||||||
| 269 BEACH 135TH STREET | BELLE HARBOR | NY | 11694 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $200 |
| KOLLEL EMES VEMUNAH | |||||||
| 25 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $4,200 |
| MOSDOS VIZNITZ | |||||||
| 25 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $29,720 |
| OJC FUND | |||||||
| 1303 53RD STREET | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $5,720 |
| RADOMSK LAKEWOOD | |||||||
| 45 WHISPERING PINES LN | LAKEWOOD | NJ | 08701 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $1,200 |
| SCHWAB CHARITABLE | |||||||
| 1958 SUMMIT PARK DRIVE | ORLANDO | FL | 32810 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $372,500 |
| VARIOUS MISC CONTRIBUTIONS | |||||||
| 36 PHYLISS LN | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $11,808 |
| CONG KEREN YAKKOV NAFTALI | |||||||
| 26 PHYLISS TERRACE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $7,200 |
| CONG KHAL TORAS CHAIM OF ROCKLAND | |||||||
| PO BOX 446 | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $12,490 |
| CONGREGATION HACHZUKAS TALMUD INC | |||||||
| 31 LENORE AVE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $477,438 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $494 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,783 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$5,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,485 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $185,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,324 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ZVI KOZICKI | |||||||
| 1 | 210 MAPLE AVE | MONSEY | NY | 10952 | $12,569 | Yes (X) | |
| ZVI KOZICKI | |||||||
| 2 | 210 MAPLE AVE | MONSEY | NY | 10952 | $60,754 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 900 SHARES OF COMCAST | $39,218 | 2023-12-26 |
| 2 | 60 SHARES OF CORTEVA | $2,856 | 2023-12-26 |
| 2 | 500 SHARES OF VERIZON | $18,680 | 2023-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,307,718 | BookValueAmt |
| EOYFMV | $1,847,934 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIPS | $37,575 | $1,688 | $1,688 |
| LOANS AND EXCHANGE | $18,270 | $18,270 | $18,270 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $9,000 | $9,000 | $0 |
| NYS FILING FEES | $100 | $0 | $100 |
| MISCELLANEOUS | $12 | $0 | $0 |
| ORDINARY LOSS FROM MAGELLAN MIDSTREAM PARTNERS | $213 | $213 | $0 |
| BANK CHARGES | $56 | $56 | $0 |
| RENTAL LOSS FROM 817 WEST END AVE CO LLC | $94,572 | $94,572 | $0 |
| RENTAL LOSS FROM WE PARTNERS LLC | $9,484 | $9,484 | $0 |
| NJ TAXES PAID FROM PASSTHROUGHS | $0 | $620 | $0 |
| MAINTENANCE | $7,823 | $7,823 | $0 |
| REAL ESTATE TAXES | $11,609 | $11,609 | $0 |
| REPAIRS | $4,875 | $4,875 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZVI KOZICKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 MAPLE AVE | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |