KMZ FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KMZ FOUNDATION (EIN 81-6148162)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-27
IRS object ID
202620869349100332
Schema version
2025v4.0
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)
Return2026-03-27T16:49:07-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN816148162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KMZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKMZFBusinessNameControlTxt
Phone7033521194PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7371AddressLine1Txt
CityFAIRFAX STATIONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22039ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN BAERPersonNm
Person TitleTRUSTEE/VP/TREASURERPersonTitleTxt
Phone7033521194PhoneNum
Signature2026-03-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2022274000PhoneNum
Preparation2026-03-23PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$531,460FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,481DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,481DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,761NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$97,637GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,761CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,242TotalRevAndExpnssAmt
Total Net Invst Incm$28,242TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$96,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$72,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,275AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,275AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,313OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,313OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$99,863TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,275TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$74,588TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,863TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,275TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,588TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$80,621ExcessRevenueOverExpensesAmt
Net Investment Income$2,967NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,447CashBOYAmt
Cash EOY$11,584CashEOYAmt
Cash EOYFMV$11,584CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,385SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,476SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,476SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$530,877CorporateStockBOYAmt
Corporate Stock EOY$515,400CorporateStockEOYAmt
Corporate Stock EOYFMV$515,400CorporateStockEOYFMVAmt
Total Assets BOY$553,709TotalAssetsBOYAmt
Total Assets EOY$531,460TotalAssetsEOYAmt
Total Assets EOYFMV$531,460TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$553,709CapitalStockBOYAmt
Capital Stock EOY$531,460CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$553,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$531,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$553,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$531,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$553,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$80,621ExcessRevenueOverExpensesAmt
Other Increases$58,372OtherIncreasesAmt
Subtotal$531,460SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$531,460TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN INVESTMENTS # 6238 LT2025-12-31$2,662$2,057$605$605
JP MORGAN INVESTMENTS # 6239 LT2025-12-31$69,975$65,705$4,270$4,270
JP MORGAN INVESTMENTS # 6240 LT2025-12-31$25,000$6,114$18,886$18,886
FieldValueIRS element (for citing)
Capital Gain Net Income$23,761CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$41SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$41TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,246EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,246TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,205OverpaymentAmt
Applied To ES Tax$1,205AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KAREN BAERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7033521194PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7371AddressLine1Txt
CityFAIRFAX STATIONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22039ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
KATHLEEN M ZIMPEL
PO BOX 7371FAIRFAX STATIONVA22039TRUSTEE/PRESIDENT10.00$0$0$0
KAREN BAER
PO BOX 7371FAIRFAX STATIONVA22039TRUSTEE/VP/TREASURER25.00$48,000$0$0
KRISTIN COILE
PO BOX 7371FAIRFAX STATIONVA22039TRUSTEE/VP/SECRETARY25.00$48,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$523,139AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,446AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$542,585TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$542,585AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,139CashDeemedCharitableAmt
Net Vl Noncharitable Assets$534,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,722MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,722MinimumInvestmentReturnAmt
Tax Based On Investment Income$41TaxBasedOnInvestmentIncomeAmt
Total Tax$41TotalTaxAmt
Distributable Before Adj$26,681DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,681DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,681DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,588ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$83,588QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,681DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$71,015ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$66,701ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,165ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,333ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,363ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$306,577TotalExcessDistributionCyovAmt
Qualifying Distributions$83,588QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,681AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,907RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$363,484TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$71,015ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$292,469ExcessDistriCyovToNextYrAmt
Excess From Year4$66,701ExcessFromYear4Amt
Excess From Year3$59,165ExcessFromYear3Amt
Excess From Year2$54,333ExcessFromYear2Amt
Excess From Year1$55,363ExcessFromYear1Amt
Excess From Current Year$56,907ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKAREN BAERContributingManagerNm
Contributing ManagerKRISTIN COILEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MAIN STREET DEVELOPMENT CENTER INC
4401 SIDEBURN ROADFAIRFAXVA22030PCGENERAL OPERATING EXPENSES$1,000
PET CONNECT RESCUE
PO BOX 60714POTOMACMD20859PCGENERAL OPERATING EXPENSES$1,000
ROCK RECOVERY
1901 N FT MEYER DRIVE SUITE 1130ARLINGTONVA22209PCGENERAL OPERATING EXPENSES$1,000
SAFEPAW
PO BOX 23535NASHVILLETN37202PCGENERAL OPERATING EXPENSES$5,000
SMYAL
410 7TH ST SEWASHINGTONDC20003PCGERERAL OPERATING EXPENSES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,481ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,761ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,242ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,242TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,550Amt
Net Investment Income$1,275NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,275DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN #06238- EQUITIES$63,018$63,018
JP MORGAN #06239- EQUITIES$432,319$432,319
JP MORGAN #06240- EQUITIES$20,063$20,063

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$1,313RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,313DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$58,372Amt

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