Nonprofit · EIN 54-6717390
FRIDOLIN CHARITABLE TR UA 06282006
Also known as HERB KOZLOV TTEE
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,359,692 | $3,839,275 | -$479,583 | $64,599,239 | $0 | $64,599,239 |
| December 31, 2024 | 990-PF | $4,521,143 | $3,675,064 | $846,079 | $60,784,842 | $0 | $60,784,842 |
| December 31, 2023 | 990-PF | $2,450,657 | $3,504,594 | -$1,053,937 | $58,373,940 | $0 | $58,373,940 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $768,088
- Interest
- $700,743
- Net gain from sales of assets
- $1,906,704
- Other income
- -$15,843
Expenses
- Grants and similar amounts paid
- $3,172,100
- Compensation of officers, directors and key employees
- $137,152
- Disbursements for charitable purposes
- $3,357,888
- Excise tax on investment income
- $41,094
Balance sheet and other
- Total assets, start of year
- $60,784,842
- Total assets, end of year
- $64,599,239
- Total liabilities, end of year
- $0
- Net assets, end of year
- $64,599,239
- Fair market value of assets
- $64,599,239
- Qualifying distributions
- $3,357,888
- Net investment income
- $3,351,302
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEAL LEWIN C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $34,288 |
| HERBERT KOZLOV C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $34,288 |
| BONNIE KAYE C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $34,288 |
| ADA SAMUELSSON C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $34,288 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEAL LEWIN C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $30,537 |
| HERBERT KOZLOV C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $30,537 |
| BONNIE KAYE C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $30,537 |
| ADA SAMUELSSON C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $30,537 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEAL LEWIN C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $27,303 |
| HERBERT KOZLOV C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $27,303 |
| BONNIE KAYE C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $27,303 |
| ADA SAMUELSSON C/O REED SMITH 599 LEXINGTON AVE, NEW YORK, NY 10022 | TRUSTEE | 5 | $27,303 |
Address and contacts
- Address (IRS master file)
- REED SMITH 599 LEXINGTON AVE 26FL, NEW YORK, NY 10022-0000
- In care of
- % REED SMITH LLP
- Signed the 990-PF
- HERBERT KOSLOV, TRUSTEE
- Phone
- (212) 549-0241
- Return prepared by
- CBIZ ADVISORS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6717390
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $64,599,239
- Income (IRS master file)
- $16,414,037
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,359,692 | $3,839,275 | $64,599,239 | XML |
| 990-PF | December 2024 | $4,521,143 | $3,675,064 | $60,784,842 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,450,657 | $3,504,594 | $58,373,940 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 54-6717390).
Questions about FRIDOLIN CHARITABLE TR UA 06282006
- What is the EIN of FRIDOLIN CHARITABLE TR UA 06282006?
- The employer identification number (EIN) of FRIDOLIN CHARITABLE TR UA 06282006 is 54-6717390.
- Is FRIDOLIN CHARITABLE TR UA 06282006 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to FRIDOLIN CHARITABLE TR UA 06282006 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRIDOLIN CHARITABLE TR UA 06282006 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRIDOLIN CHARITABLE TR UA 06282006 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRIDOLIN CHARITABLE TR UA 06282006 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FRIDOLIN CHARITABLE TR UA 06282006?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $34,288 (NEAL LEWIN, TRUSTEE).
- How much revenue does FRIDOLIN CHARITABLE TR UA 06282006 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,359,692, expenses of $3,839,275 and total assets of $64,599,239 at year end.
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