DAVID KOZICKI MEMORIAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DAVID KOZICKI MEMORIAL FOUNDATION (EIN 11-3208317)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103623
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T16:41:53-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | C/O M GROSS 691 DAHILL RD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7184355404 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCEL GROSS | PreparerPersonNm |
| PTIN | P01387210 | PTIN |
| Phone | 7184355404 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.88.44.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 17:41:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B9024D71FA5D47783EB614DFCD617837C14555E2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C28636B855306B7F16F6CDB4232AD1AADDEFDCB9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,797,779 | 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 | $7,890 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,028 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,028 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,391 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $14,753 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,753 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$2,140 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $147,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $318,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,792 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,964 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,682 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $318,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $318,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,782 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,003,046 | CashBOYAmt |
| Cash EOY | $69,435 | CashEOYAmt |
| Cash EOYFMV | $69,435 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $206,849 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $206,849 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $206,849 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $206,849 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $764,836 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,719,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,862,032 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $821,208 | OtherAssetsBOYAmt |
| Other Assets EOY | $658,313 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $659,463 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,795,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,654,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,797,779 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,795,939 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,654,546 | 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 | $2,795,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,654,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,795,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,654,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,795,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,654,546 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,654,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| MAGELLAN MIDSTREAM PARTNERS LP | P | $517 | $517 | $517 | |||
| SEC 1231 GAIN FROM R/E PARTNERSHIP | P | $111,843 | $111,843 | $111,843 | |||
| WALMART INC | P | $92,261 | $21,171 | $21,171 | 2017-03-22 | 2018-02-26 | $71,090 |
| STATE BANK OF INDIA | P | $100,000 | $0 | $0 | 2017-02-16 | 2018-02-28 | $100,000 |
| CAPITAL GAINS DIVIDENDS | P | $14,261 | $14,261 | $14,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,792 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $361,394 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,936,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $512,518 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,748,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.186490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $372,296 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,725,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.136582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $505,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,646,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.191153 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $215,309 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,777,228 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077527 | DistributionYr5Rt |
| Total Distribution | 0.714808 | TotalDistributionRt |
| Average Distribution | 0.142962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,797,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,941 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,748 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $401,689 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $320,507 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,496 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,496 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,496 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $145 | EsPenaltyAmt |
| Overpayment | $3,759 | OverpaymentAmt |
| Applied To ES Tax | $3,759 | 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 | MARCEL GROSS | IndividualWithBooksNm |
| Phone | 7184355404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 DAHILL RD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | 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 | 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 | $1,509,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $464,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $866,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,840,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,840,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,797,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,496 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,496 | TotalTaxAmt |
| Distributable Before Adj | $136,381 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,381 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,381 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $320,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $85,146 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $382,003 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $244,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $380,566 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $221,943 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,314,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,381 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $184,126 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,498,572 | 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 | $85,146 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,413,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $382,003 | ExcessFromYear4Amt |
| Excess From Year3 | $244,788 | ExcessFromYear3Amt |
| Excess From Year2 | $380,566 | ExcessFromYear2Amt |
| Excess From Year1 | $221,943 | ExcessFromYear1Amt |
| Excess From Current Year | $184,126 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAIS ROCHEL | |||||||
| 145 SADDLE RIVER RD | AIRMONT | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $5,330 |
| CONG KHAL TORAS CHAIM | |||||||
| 5228 NEW UTRECT AVE | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $20,690 |
| CONG MACHNA SHALVA | |||||||
| 5001 14TH AVE | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $4,300 |
| CONG TZEMACH TZADIK | |||||||
| 1383 44TH STREET | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $2,172 |
| CONG YETEV LEV | |||||||
| 1350 53RD STREET | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $4,000 |
| EIZER BACHURIM | |||||||
| 74 W ECKERSON RD | SPRING VALLEY | NY | 10977 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $3,600 |
| KOLLEL AHAVAS YERUSHALAYIM | |||||||
| 269 BEACH 135TH STREET | BELLE HARBOR | NY | 11694 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $9,379 |
| KOLLEL EMES VEMUNAH | |||||||
| 25 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $22,800 |
| KOLLEL MISHNAS MENACHEM | |||||||
| 1483 UNION STREET | BROOKLYN | NY | 11213 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $3,180 |
| MOSDOS VIZNITZ | |||||||
| 25 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $39,990 |
| RADOMSK LAKEWOOD | |||||||
| 45 WHISPERING PINES LN | LAKEWOOD | NJ | 08701 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $1,080 |
| RCCS | |||||||
| 762 BEDFORD AVE | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $1,800 |
| VARIOUS MISC CONTRIBUTIONS | |||||||
| 36 PHYLISS LN | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $128,285 |
| VIZNITZ MONSEY | |||||||
| 52 ADAR CT | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $17,200 |
| YESHIVAS MEOR HATALMUD | |||||||
| 1368 39TH STREET | BROOKLYN | NY | 11218 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $4,400 |
| YESHIVAS BOBOV | |||||||
| 1533 48TH STREET | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $9,586 |
| YESHIVAS IMREI CHAIM | |||||||
| 1237 53RD STREET | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $36,440 |
| YESHIVAS MKOR CHAIM | |||||||
| 160 LOCUST STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $2,300 |
| YESHIVAS VIZNITZ | |||||||
| 15 ELYON RD | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $2,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $318,732 | 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 | $1,028 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,391 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$2,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,792 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $188,071 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,071 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZVI KOZICKI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 MAPLE AVE | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,890 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | 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 | $1,719,949 | BookValueAmt |
| EOYFMV | $1,862,032 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIPS | $414,438 | $411,543 | $412,693 |
| LOANS AND EXCHANGE | $406,770 | $246,770 | $246,770 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT | $9,000 | $9,000 | $0 |
| FOREIGN TAXES DIVIDENDS | $742 | $742 | $0 |
| NYS FILING FEES | $275 | $0 | $275 |
| MISCELLANEOUS | $49 | $0 | $0 |
| ORDINARY LOSS FROM MAGELLAN MIDSTREAM PARTNERS | $2,047 | $2,047 | $0 |
| MAINTENANCE | $5,700 | $5,700 | $0 |
| REAL ESTATE TAXES | $11,193 | $11,193 | $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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,509 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |