Nonprofit · EIN 87-0973578
KOZ FOUNDATION
Tax-exempt · DALLAS, TX 75231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,499,714 | $1,385,737 | $1,113,977 | $13,861,023 | $246,717 | $13,614,306 |
| December 31, 2023 | 990-PF | $1,206,490 | $1,013,721 | $192,769 | $12,802,292 | $215,379 | $12,586,913 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $883,482
- Dividends
- $362,920
- Net rental income
- $2,330
- Net gain from sales of assets
- $1,379,151
- Other income
- -$128,169
Expenses
- Grants and similar amounts paid
- $894,321
- Compensation of officers, directors and key employees
- $173,028
- Disbursements for charitable purposes
- $1,083,990
- Excise tax on investment income
- $18,673
Balance sheet and other
- Total assets, start of year
- $12,802,292
- Total assets, end of year
- $13,861,023
- Total liabilities, end of year
- $246,717
- Net assets, end of year
- $13,614,306
- Fair market value of assets
- $15,001,862
- Qualifying distributions
- $1,083,990
- Net investment income
- $1,616,232
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CYNTHIA YUNG LEANO 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | PRESIDENT | 40 | $173,028 | $34,283 |
| RACHEL HERSH 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | TRUSTEE | 0.5 | $0 | $0 |
| DANIEL HERSH 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | TRUSTEE | 0.5 | $0 | $0 |
| JULIE H KOSNIK 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | TRUSTEE | 8 | $0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CYNTHIA YUNG LEANO 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | PRESIDENT | 40 | $85,385 | $6,618 |
| RACHEL HERSH 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | TRUSTEE | 0.5 | $0 | $0 |
| DANIEL HERSH 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | TRUSTEE | 0.5 | $0 | $0 |
| JULIE H KOSNIK 8750 N CENTRAL EXPRESSWAY 630, DALLAS, TX 75231 | TRUSTEE | 8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8750 N CENTRAL EXPY, DALLAS, TX 75231-6436
- Signed the 990-PF
- JULIE HERSH KOSNIK, PRESIDENT
- Phone
- (214) 922-9727
- Return prepared by
- SAVILLE CPAS AND 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 | Not 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
- 87-0973578
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $13,861,023
- Income (IRS master file)
- $2,679,096
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,499,714 | $1,385,737 | $13,861,023 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,206,490 | $1,013,721 | $12,802,292 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-0973578).
Questions about KOZ FOUNDATION
- What is the EIN of KOZ FOUNDATION?
- The employer identification number (EIN) of KOZ FOUNDATION is 87-0973578.
- Is KOZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to KOZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KOZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KOZ 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 KOZ 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 KOZ FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $173,028 (CYNTHIA YUNG LEANO, PRESIDENT).
- How much revenue does KOZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,499,714, expenses of $1,385,737 and total assets of $13,861,023 at year end.
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