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ROZOV FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROZOV FAMILY FOUNDATION INC (EIN 87-2686322)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202521359349102777
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T11:59:10-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141604297PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RBT CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 209 51 SULLIVAN STAddressLine1Txt
CityWURTSBOROCityNm
State AbbreviationNYStateAbbreviationCd
ZIP127908215ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872686322EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROZOV FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROZOBusinessNameControlTxt
Phone6463344612PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 TERRACE CIRCLEAddressLine1Txt
CityARMONKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYADIN ROZOVPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6463344612PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONATHAN F ROUIS CPAPreparerPersonNm
PTINP00320564PTIN
Phone8458885656PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$313,936FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,800ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$842InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$842InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,935DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,935DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$105,326NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$196,572GrossSalesPriceAmt
Total Rev And Expnss$126,903TotalRevAndExpnssAmt
Total Net Invst Incm$3,777TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,884OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,884OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,884TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,785ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,785ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,669TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,884TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,785TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$105,234ExcessRevenueOverExpensesAmt
Net Investment Income$1,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,465CashBOYAmt
Cash EOY$120,154CashEOYAmt
Cash EOYFMV$120,154CashEOYFMVAmt
Corporate Stock BOY$127,936CorporateStockBOYAmt
Corporate Stock EOY$168,379CorporateStockEOYAmt
Corporate Stock EOYFMV$168,379CorporateStockEOYFMVAmt
Corporate Bonds BOY$57,306CorporateBondsBOYAmt
Corporate Bonds EOY$25,403CorporateBondsEOYAmt
Corporate Bonds EOYFMV$25,403CorporateBondsEOYFMVAmt
Total Assets BOY$187,707TotalAssetsBOYAmt
Total Assets EOY$313,936TotalAssetsEOYAmt
Total Assets EOYFMV$313,936TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$187,707NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$313,936NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$187,707TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$313,936TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$187,707TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$313,936TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$187,707TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$105,234ExcessRevenueOverExpensesAmt
Other Increases$20,995OtherIncreasesAmt
Subtotal$313,936SubtotalAmt
Tot Net Ast Or Fund Balances EOY$313,936TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$26InvestmentIncomeExciseTaxAmt
Subtotal$26SubtotalAmt
Tax Based On Investment Income$26TaxBasedOnInvestmentIncomeAmt
Tax Due$26TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RBT CPASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8455679000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111 RACQUET ROADAddressLine1Txt
CityNEWBURGHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12550ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
YADIN ROZOV
1 ANCHOR DRIVERYENY10580PRESIDENT1.00$0$0$0
URSULA GOLDMAN ROZOV
1 ANCHOR DRIVERYENY10580SECRETARY/TR1.00$0$0$0
MIA ESTELLE GOLDMAN
1 ANCHOR DRIVERYENY10580BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$202,907AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$209,516TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$209,516AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$206,373NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,319MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,319MinimumInvestmentReturnAmt
Tax Based On Investment Income$26TaxBasedOnInvestmentIncomeAmt
Total Tax$26TotalTaxAmt
Distributable Before Adj$10,293DistributableBeforeAdjAmt
Distributable Before Ded$10,293DistributableBeforeDedAmt
Distributable As Adjusted$10,293DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,785ExpensesAndContributionsAmt
Qualifying Distributions$19,785QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,293DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$1,732ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,475ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,207TotalExcessDistributionCyovAmt
Qualifying Distributions$19,785QualifyingDistributionsAmt
Applied To Current Year$10,293AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,492RemainingDistriFromCorpusAmt
Total Corpus$53,699TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$53,699ExcessDistriCyovToNextYrAmt
Excess From Year2$1,732ExcessFromYear2Amt
Excess From Year1$42,475ExcessFromYear1Amt
Excess From Current Year$9,492ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HACKLEY SCHOOLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1293 BENEDICT AVEAddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL FUNDINGGrantOrContributionPurposeTxt
Amt$19,785Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,785TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$842ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,935ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$105,326ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$109,103ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$109,103TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROZOV FAMILY CHARITABLE LEAD TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13 MEADOW ROADAddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10528ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,800TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCKSNoncashPropertyDesc
Fair Market Value$107,500FairMarketValueAmt
Received2024-12-05ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

How AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PURCHASE$49,117$43,032$6,085
PURCHASE$147,455$48,214$99,241

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US TREASURY
HSBC HOLDINGS PLC
JP MORGAN CHASE & CO$8,118$8,118
SOCIETE GENERALE MED$15,103$15,103
MORGAN STANLEY VAR
BARCLAYS BK PLC$1,104$1,104
BARCLAYS BK PLC$1,078$1,078

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES SELECT DIVIDEND$12,604$12,604
VANGUARD GROWTH ETF$27,089$27,089
VANGUARD S&P 500 EFT$105,068$105,068
VANGUARD SMALL CAP ETF$1,201$1,201
AT&T INC
INTERNTNL PAPER
ONEOK INC
JP MORGAN US QUALITY$10,767$10,767
OBERWEIS SMALL CAP OPPORTUNITY$1,076$1,076
SPDR NYSE TECHNOLOGY$8,073$8,073
VANGUARD RUSSELL 2000$2,501$2,501

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$20,995Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT FEESCategoryTxt
Amt$1,884Amt
Net Investment Income$1,884NetInvestmentIncomeAmt

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