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Nonprofit · EIN 47-2082155

KOZMETSKY FAMILY FOUNDATION

Tax-exempt · DALLAS, TX 75219

Financials

$7.9M$5M2023$3.6M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of KOZMETSKY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,623,804$2,800,900$822,904$69,262,164$1,848,807$67,413,357
December 31, 2023990-PF$7,882,864$4,995,329$2,887,535$65,972,325$2,268,623$63,703,702
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,238,376
Interest
$23,201
Net gain from sales of assets
$2,261,101
Other income
$101,126

Expenses

Grants and similar amounts paid
$2,310,000
Compensation of officers, directors and key employees
$80,340
Salaries, compensation and benefits (total)
$93,671
Disbursements for charitable purposes
$2,948,545
Excise tax on investment income
$44,345

Balance sheet and other

Total assets, start of year
$65,972,325
Total assets, end of year
$69,262,164
Total liabilities, end of year
$1,848,807
Net assets, end of year
$67,413,357
Fair market value of assets
$69,262,164
Qualifying distributions
$2,948,545
Net investment income
$3,424,389

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LINDSEY AYLIEFF
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
PROGRAM OFFICER
Highest-paid employee
40$93,671$14,958
CHRIS MILLER
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
TRUSTEE, TREASURER30$80,340$36,525
GREGORY A KOZMETSKY
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
TRUSTEE, VP, VICE CHAIR2$0$0
CYNTHIA H KOZMETSKY
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
TRUSTEE, SECRETARY2$0$0
SARAH K MILLER
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
TRUSTEE, PRESIDENT, CHAIR10$0$0
TRACEY D KOZMETSKY
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
TRUSTEE2$0$0
AARON W KOZMETSKY
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
TRUSTEE2$0$0
KIMBERLY H KOZMETSKY
3949 MAPLE AVE SUITE 350, DALLAS, TX 75219
TRUSTEE2$0$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
Lindsey Aylieff
3949 Maple Ave Suite 350, Dallas, TX 75219
Program Officer
Highest-paid employee
40$90,954$16,065
Chris Miller
3949 Maple Ave Suite 350, Dallas, TX 75219
Trustee, Treasurer30$78,000$35,043
Gregory A Kozmetsky
3949 Maple Ave Suite 350, Dallas, TX 75219
Trustee, VP, Vice Chair2$0$0
Cynthia H Kozmetsky
3949 Maple Ave Suite 350, Dallas, TX 75219
Trustee, Secretary2$0$0
Sarah K Miller
3949 Maple Ave Suite 350, Dallas, TX 75219
Trustee, President, Chair10$0$0
Tracey D Kozmetsky
3949 Maple Ave Suite 350, Dallas, TX 75219
Trustee2$0$0
Aaron W Kozmetsky
3949 Maple Ave Suite 350, Dallas, TX 75219
Trustee2$0$0
Kimberly H Kozmetsky
3949 Maple Ave Suite 350, Dallas, TX 75219
Trustee2$0$0

Address and contacts

Address (IRS master file)
3949 MAPLE AVE STE 350, DALLAS, TX 75219-3200
In care of
% GREGORY A KOZMETSKY
Signed the 990-PF
CHRIS MILLER, TREASURER
Phone
(214) 462-9013
Return prepared by
RSM US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-2082155
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2015
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$69,262,164
Income (IRS master file)
$19,875,725

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,623,804$2,800,900$69,262,164IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$7,882,864$4,995,329$65,972,325XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-2082155).

Questions about KOZMETSKY FAMILY FOUNDATION

What is the EIN of KOZMETSKY FAMILY FOUNDATION?
The employer identification number (EIN) of KOZMETSKY FAMILY FOUNDATION is 47-2082155.
Is KOZMETSKY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to KOZMETSKY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KOZMETSKY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of KOZMETSKY FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KOZMETSKY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KOZMETSKY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $93,671 (LINDSEY AYLIEFF, PROGRAM OFFICER).
How much revenue does KOZMETSKY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,623,804, expenses of $2,800,900 and total assets of $69,262,164 at year end.

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