DAVID KOZICKI MEMORIAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID KOZICKI MEMORIAL FOUNDATION (EIN 11-3208317)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349102827
- Schema version
- 2024v5.2
- 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 | 2025-11-13T13:50:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-13 | 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 | 2025-11-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,184,837 | 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 | $59,274 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $300 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $300 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,436 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $36,410 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $36,410 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $18,607 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $20,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,766 | 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 | $105,495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105,771 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $353,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $353,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $463,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$287,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,748 | CashBOYAmt |
| Cash EOY | $79,623 | CashEOYAmt |
| Cash EOYFMV | $79,623 | 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 | $1,307,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,148,641 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,890,690 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,958 | OtherAssetsBOYAmt |
| Other Assets EOY | -$54,271 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,270 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,657,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,370,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,184,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,657,678 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,370,247 | 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 | $1,657,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,657,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,370,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,657,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$287,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,370,247 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,370,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .5 SHARES GE VERNOVA | P | 2017-11-14 | 2024-04-02 | $71 | $47 | $24 | $24 |
| 260,000 FIDELITY TREASURY | P | 2018-05-11 | 2024-03-25 | $260,000 | $260,004 | -$4 | -$4 |
| 51,000 US TREASURY | P | 2024-05-21 | 2024-08-15 | $51,000 | $51,000 | $0 | $0 |
| 49 SHARES VODAPHONE | P | 2024-04-25 | 2024-08-12 | $465 | $34 | $431 | $431 |
| SEC 1231 LOSS FROM 817 WEST END AVE LLC | P | $1 | -$1 | -$1 | |||
| CAPITAL GAINS DIVIDENDS | P | $20,170 | $20,170 | $20,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,765 | 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 | $2,765 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,637 | OverpaymentAmt |
| Applied To ES Tax | $2,637 | 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 | $1,928,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $214,524 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,260,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,260,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,226,414 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $111,193 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,193 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,193 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,067 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $356,067 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,193 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,979 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $327,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $511,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $192,809 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $370,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,692,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,067 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,874 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,937,393 | 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 | $290,979 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,646,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $327,539 | ExcessFromYear4Amt |
| Excess From Year3 | $511,101 | ExcessFromYear3Amt |
| Excess From Year2 | $192,809 | ExcessFromYear2Amt |
| Excess From Year1 | $370,091 | ExcessFromYear1Amt |
| Excess From Current Year | $244,874 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONG KEREN YAKKOV NAFTALI | |||||||
| 26 PHYLISS TERRACE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $6,000 |
| CONG KHAL TORAS CHAIM | |||||||
| 5228 NEW UTRECT AVE | BROOKLYN | NY | 11219 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $4,990 |
| KOLLEL EMES VEMUNAH | |||||||
| 25 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $2,100 |
| 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 | $330,749 |
| VARIOUS MISC CONTRIBUTIONS | |||||||
| 36 PHYLISS LN | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $6,973 |
| YESHIVAS MKOR CHAIM | |||||||
| 160 LOCUST STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $180 |
| YESHIVAS VIZNITZ | |||||||
| 15 ELYON RD | MONSEY | NY | 10952 | NONE | PC | TO CARRY OUT THEIR EXEMPT FUNCTION | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $353,992 | 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 | $300 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,436 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $18,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,579 | 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 | $5,480 | Yes (X) | |
| ZVI KOZICKI | |||||||
| 2 | 210 MAPLE AVE | MONSEY | NY | 10952 | $53,794 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 59 SHARES OF VODAPHONE | $418 | 2024-04-25 |
| 2 | 600 SHARES OF CON EDISON | $53,376 | 2024-12-30 |
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 | $1,148,641 | BookValueAmt |
| EOYFMV | $1,890,690 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIPS | $1,688 | -$72,541 | $0 |
| LOANS AND EXCHANGE | $18,270 | $18,270 | $18,270 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $9,000 | $9,000 | $0 |
| NYS FILING FEES | $275 | $0 | $275 |
| BANK CHARGES | $15 | $15 | $0 |
| RENTAL LOSS FROM 817 WEST END AVE CO LLC | $78,346 | $78,346 | $0 |
| NJ TAXES PAID FROM PASSTHROUGHS | $0 | $551 | $0 |
| INVESTMENT EXPENSE | $56 | $56 | $0 |
| MAINTENANCE | $5,300 | $5,300 | $0 |
| REAL ESTATE TAXES | $12,503 | $12,503 | $0 |
| REPAIRS | $0 | $0 | $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 |