Nonprofit · EIN 68-0454796
EDWARD R AND ELIZABETH A KOZEL FOUNDATION
Tax-exempt · ARVADA, CO 80007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $358,701 | $373,160 | -$14,459 | $4,675,652 | $0 | $4,675,652 |
| December 31, 2024 | 990-PF | $349,498 | $353,790 | -$4,292 | $4,683,729 | $0 | $4,683,729 |
| December 31, 2023 | 990-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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM MARIE FOGARTY 835 HIDDEN POND COURT, LAFAYETTE, CA 94549 | DIRECTOR | 1 | $150 |
| STEPHEN J KOZEL 3550 SOUTH SILVER SPRINGS ROAD, LAFAYETTE, CA 94549 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM MARIE FOGARTY 835 HIDDEN POND COURT, LAFAYETTE, CA 94549 | DIRECTOR | 1 | $0 |
| STEPHEN J KOZEL 3550 SOUTH SILVER SPRINGS ROAD, LAFAYETTE, CA 94549 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM MARIE FOGARTY 835 HIDDEN POND COURT, LAFAYETTE, CA 94549 | DIRECTOR | 1 | $0 |
| STEPHEN J KOZEL 3550 SOUTH SILVER SPRINGS ROAD, LAFAYETTE, CA 94549 | DIRECTOR | 1 | $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 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
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,675,652
- Income (IRS master file)
- $946,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $358,701 | $373,160 | $4,675,652 | IRS |
| 990-PF | December 2024 | $349,498 | $353,790 | $4,683,729 | IRS |
| 990-PF | December 2023 | $636,362 | $324,128 | $4,688,021 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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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