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Nonprofit · EIN 68-0454796

EDWARD R AND ELIZABETH A KOZEL FOUNDATION

Tax-exempt · ARVADA, CO 80007

Financials

$636K$324K2023$349K$354K2024$359K$373K2025
Revenue Expenses · by fiscal year end
Financials of EDWARD R AND ELIZABETH A KOZEL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$358,701$373,160-$14,459$4,675,652$0$4,675,652
December 31, 2024990-PF$349,498$353,790-$4,292$4,683,729$0$4,683,729
December 31, 2023990-PF$636,362$324,128$312,234$4,688,021$0$4,688,021
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$230,125
Net gain from sales of assets
$128,576

Expenses

Grants and similar amounts paid
$325,000
Compensation of officers, directors and key employees
$150
Disbursements for charitable purposes
$329,470
Excise tax on investment income
$4,380

Balance sheet and other

Total assets, start of year
$4,683,729
Total assets, end of year
$4,675,652
Total liabilities, end of year
$0
Net assets, end of year
$4,675,652
Fair market value of assets
$6,569,070
Qualifying distributions
$329,470
Net investment income
$354,325

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.

NameTitleHours / weekCompensation
KIM MARIE FOGARTY
835 HIDDEN POND COURT, LAFAYETTE, CA 94549
DIRECTOR1$150
STEPHEN J KOZEL
3550 SOUTH SILVER SPRINGS ROAD, LAFAYETTE, CA 94549
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
KIM MARIE FOGARTY
835 HIDDEN POND COURT, LAFAYETTE, CA 94549
DIRECTOR1$0
STEPHEN J KOZEL
3550 SOUTH SILVER SPRINGS ROAD, LAFAYETTE, CA 94549
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KIM MARIE FOGARTY
835 HIDDEN POND COURT, LAFAYETTE, CA 94549
DIRECTOR1$0
STEPHEN J KOZEL
3550 SOUTH SILVER SPRINGS ROAD, LAFAYETTE, CA 94549
DIRECTOR1$0

Address and contacts

Address (IRS master file)
19203 W 95TH LN, ARVADA, CO 80007-8110
In care of
% STEVEN M GOLDBERG
Signed the 990-PF
KIM FOGERTY, DIRECTOR
Phone
(925) 381-4816
Return prepared by
BPM 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
68-0454796
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,675,652
Income (IRS master file)
$946,571

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$358,701$373,160$4,675,652IRS
990-PFDecember 2024$349,498$353,790$4,683,729IRS
990-PFDecember 2023$636,362$324,128$4,688,021XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 68-0454796).

Questions about EDWARD R AND ELIZABETH A KOZEL FOUNDATION

What is the EIN of EDWARD R AND ELIZABETH A KOZEL FOUNDATION?
The employer identification number (EIN) of EDWARD R AND ELIZABETH A KOZEL FOUNDATION is 68-0454796.
Is EDWARD R AND ELIZABETH A KOZEL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to EDWARD R AND ELIZABETH A KOZEL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWARD R AND ELIZABETH A KOZEL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWARD R AND ELIZABETH A KOZEL FOUNDATION 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 EDWARD R AND ELIZABETH A KOZEL FOUNDATION 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 EDWARD R AND ELIZABETH A KOZEL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $150 (KIM MARIE FOGARTY, DIRECTOR).
How much revenue does EDWARD R AND ELIZABETH A KOZEL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $358,701, expenses of $373,160 and total assets of $4,675,652 at year end.

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