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ROZOV FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROZOV FAMILY FOUNDATION INC (EIN 87-2686322)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349105477
Schema version
2022v5.0
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)
Return2023-11-15T14:53:43-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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

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
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstYADINPersonFirstNm
Person LastROZOVPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONATHAN F ROUIS CPAPreparerPersonNm
PTINP00320564PTIN
Phone8458885656PhoneNum
Preparation2023-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$215,911FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$49,616ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$69InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$69InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$871DividendsRevAndExpnssAmt
Dividends Net Invst Incm$871DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$327,756NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,640GrossSalesPriceAmt
Total Rev And Expnss-$277,200TotalRevAndExpnssAmt
Total Net Invst Incm$940TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$260OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$260TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,260TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$260TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$284,460ExcessRevenueOverExpensesAmt
Net Investment Income$680NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$657CashEOYAmt
Cash EOYFMV$657CashEOYFMVAmt
Corporate Stock EOY$147,623CorporateStockEOYAmt
Corporate Stock EOYFMV$147,983CorporateStockEOYFMVAmt
Corporate Bonds EOY$2,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,011CorporateBondsEOYFMVAmt
Other Investments BOY$500,000OtherInvestmentsBOYAmt
Other Assets EOY$65,260OtherAssetsEOYAmt
Other Assets EOYFMV$65,260OtherAssetsEOYFMVAmt
Total Assets BOY$500,000TotalAssetsBOYAmt
Total Assets EOY$215,540TotalAssetsEOYAmt
Total Assets EOYFMV$215,911TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$500,000NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$215,540NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$500,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$215,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$500,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$215,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$500,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$284,460ExcessRevenueOverExpensesAmt
Subtotal$215,540SubtotalAmt
Tot Net Ast Or Fund Balances EOY$215,540TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25 SHARE ISHARES SELECT DIVIDENDP2022-11-232022-12-20$2,981$3,098-$117-$117
8 SHARES VANGUARD GROWTHP2022-11-112022-12-20$1,720$1,842-$122-$122
2 SHARES VANGUARD SMALL CAPP2022-11-012022-12-20$367$377-$10-$10
1 SHARE VANGUARD SMALL CAPP2022-11-182022-12-20$183$190-$7-$7
GTAM TS INVESTMENT LLCP$29,330-$29,330-$29,330
GTAM TS INVESTMENT LLCP$45,012$45,012$45,012
GTAM TS INVESTMENT LLCP$10,377$10,377$10,377
GTAM INVESTMENT LLCP$353,559-$353,559-$353,559
FieldValueIRS element (for citing)
Capital Gain Net Income-$327,756CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$372,768NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Tax Due$9TaxDueAmt

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$106,734AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$106,734TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$106,734AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,601CashDeemedCharitableAmt
Net Vl Noncharitable Assets$105,133NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,257MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,257MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$5,248DistributableBeforeAdjAmt
Distributable Before Ded$5,248DistributableBeforeDedAmt
Distributable As Adjusted$5,248DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,000ExpensesAndContributionsAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,248DistributableAsAdjustedAmt
Undistributed Income PY$20UndistributedIncomePYAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Applied To Year1$20AppliedToYear1Amt
Applied To Current Year$5,248AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,732RemainingDistriFromCorpusAmt
Total Corpus$1,732TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,732ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,732ExcessFromCurrentYearAmt

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 Line1HACKLEY SCHOOLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1293 BENEDICT AVEAddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNO RELATIONSHIPRecipientRelationshipTxt
Grant Or Contribution PurposeSCHOOL PROGRAMSGrantOrContributionPurposeTxt
Amt$7,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$871ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$327,756ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$326,816ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$326,816TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTHE TORONTO-DOMIN10%BondNm
EOY Book Value$2,000EOYBookValueAmt
EOYFMV$2,011EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NAVIENT CORP$25,496$25,794
SLM CORP COM$24,120$24,900
INVSC ACTVLY MNG OPTM YD$2,305$1,995
ISHARES MSCI USA MIN VOL$1,491$1,586
ISHARES SELECT DIVIDEND$25,500$25,929
SELECT SECTOR HEALTH$533$543
VANGUARD GROWTH ETF$11,703$11,295
VANGUARD S&P 500 EFT$54,606$54,106
VANGUARD SMALL CAP ETF$1,869$1,835

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM SJR IRREV FAMILYTRUST$16,315$16,315
DUE FROM HNR IRREV FARMILY TRUST$16,315$16,315
DUE FROM MDR IRREV FAMILY TRUST$16,315$16,315
DUE FROM HTR IRREV FAMILY TRUST$16,315$16,315

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MANAGEMENT FEES$245$245
WIRE FEE$15$15

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