Nonprofit · EIN 81-3859411
KEVIN ZOLTAN MERSZEI FOUNDATION INC
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $715,369 | $1,110,986 | -$395,617 | $2,435,697 | $0 | $2,435,697 |
| December 31, 2024 | 990-PF | $55,816 | $1,231,996 | -$1,176,180 | $1,927,984 | $0 | $1,927,984 |
| December 31, 2023 | 990-PF | $64,561 | $292,845 | -$228,284 | $2,422,201 | $61 | $2,422,140 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $671,762
- Dividends
- $43,562
- Interest
- $18
- Other income
- $27
Expenses
- Grants and similar amounts paid
- $1,109,274
- Disbursements for charitable purposes
- $1,110,986
- Excise tax on investment income
- $582
Balance sheet and other
- Total assets, start of year
- $1,927,984
- Total assets, end of year
- $2,435,697
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,435,697
- Fair market value of assets
- $10,375,716
- Qualifying distributions
- $1,110,986
- Net investment income
- $43,607
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 |
|---|---|---|---|
| AIMEE MORNER MERSZEI 200 BRADLEY PLACE 203, PALM BEACH, FL 33480 | DIR.,PRES., TREAS. | 10 | $0 |
| ROBERT A STEVENS 1 TAIT ROAD, OLD GREENWICH, CT 06870 | DIR., SEC. | 5 | $0 |
| AARON MAROHL 9259 E RAINTREE DRIVE 1147, SCOTTSDALE, AZ 85260 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AIMEE MORNER MERSZEI 200 BRADLEY PLACE 203, PALM BEACH, FL 33480 | DIR.,PRES., TREAS. | 10 | $0 |
| ROBERT A STEVENS 1 TAIT ROAD, OLD GREENWICH, CT 06870 | DIR., SEC. | 5 | $0 |
| AARON MAROHL 9259 E RAINTREE DRIVE 1147, SCOTTSDALE, AZ 85260 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AIMEE MORNER MERSZEI 200 BRADLEY PLACE 203, PALM BEACH, FL 33480 | DIR.,PRES., TREAS. | 10 | $0 |
| ROBERT A STEVENS 1 TAIT ROAD, OLD GREENWICH, CT 06870 | DIR., SEC. | 5 | $0 |
| AARON MAROHL 9259 E RAINTREE DRIVE 1147, SCOTTSDALE, AZ 85260 | DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 200 BRADLEY PLACE, PALM BEACH, FL 33480-3764
- Signed the 990-PF
- AIMEE MERSZEI, PRESIDENT
- Phone
- (203) 253-0737
- Return prepared by
- COREY E LEVINE CPA PA
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
- 81-3859411
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,435,697
- Income (IRS master file)
- $715,369
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $715,369 | $1,110,986 | $2,435,697 | XML |
| 990-PF | December 2024 | $55,816 | $1,231,996 | $1,927,984 | IRS |
| 990-PF | December 2023 | $64,561 | $292,845 | $2,422,201 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 81-3859411).
Questions about KEVIN ZOLTAN MERSZEI FOUNDATION INC
- What is the EIN of KEVIN ZOLTAN MERSZEI FOUNDATION INC?
- The employer identification number (EIN) of KEVIN ZOLTAN MERSZEI FOUNDATION INC is 81-3859411.
- Is KEVIN ZOLTAN MERSZEI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to KEVIN ZOLTAN MERSZEI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KEVIN ZOLTAN MERSZEI FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KEVIN ZOLTAN MERSZEI FOUNDATION INC 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 KEVIN ZOLTAN MERSZEI FOUNDATION INC 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 KEVIN ZOLTAN MERSZEI FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does KEVIN ZOLTAN MERSZEI FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $715,369, expenses of $1,110,986 and total assets of $2,435,697 at year end.
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