ROSZTOCZY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROSZTOCZY FOUNDATION (EIN 72-1583507)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-12-12
- IRS object ID
- 202523469349100202
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-12T08:12:44-06:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463174840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANNA K MORROW CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5444 | AddressLine1Txt |
| City | GOODYEAR | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85338 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721583507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSZTOCZY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSZ | BusinessNameControlTxt |
| Phone | 6239367131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 W MCDOWELL RD | AddressLine1Txt |
| City | AVONDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85392 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS ROSZTOCZY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6239367131 | PhoneNum |
| Signature | 2025-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANNA MORROW CPA | PreparerPersonNm |
| PTIN | P01303915 | PTIN |
| Phone | 6233631626 | PhoneNum |
| Preparation | 2025-12-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,574,417 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,529,313 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $250,633 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $250,633 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $276,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,869,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,118,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,869,290 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,183 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,183 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,957,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,428,294 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,928 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $676,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $676,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $733,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $676,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,224,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,428,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $331,207 | CashBOYAmt |
| Cash EOY | $284,414 | CashEOYAmt |
| Cash EOYFMV | $284,414 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $16,072 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,824 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,824 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,417,170 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,704,958 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,417,170 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,417,170 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,495,172 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,859,009 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,859,009 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,547,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,574,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,574,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,547,409 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,574,417 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,547,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,574,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,547,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,574,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,547,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,224,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,771,984 | SubtotalAmt |
| Other Decreases | $197,567 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,574,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB | P | 2024-01-01 | 2024-12-31 | $18,222 | $3 | $18,219 | $18,219 |
| SCHWAB -RR | P | 2024-01-01 | 2024-12-31 | $643,751 | $563,703 | $80,487 | $80,487 |
| SCHWAB -RR | P | 2023-08-22 | 2024-12-31 | $26,298 | $44,740 | -$12,670 | -$12,670 |
| SCHWAB - TR | P | 2024-01-01 | 2024-12-31 | $4,560,000 | $4,523,921 | -$96 | -$96 |
| SCHWAB - TR | P | 2024-01-01 | 2024-12-31 | $182,618 | $199,920 | -$17,303 | -$17,303 |
| SCHWAB - TR | P | 2023-12-31 | 2024-12-31 | $612,416 | $447,736 | $164,680 | $164,680 |
| SALE OF BROADWAY LAND | D | 2022-01-01 | 2024-05-31 | $4,075,000 | $309,942 | $3,635,973 | $3,635,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,869,290 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,393 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,393 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $58,160 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROSZTOCZYFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY COOPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6239367131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 W MCDOWELL RD | AddressLine1Txt |
| City | AVONDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE ROSZTOCZY | ||||||||
| 1010 ACACIA CIR | LITCHFIELD PARK | AZ | 85340 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| THOMAS ROSZTOCZY | ||||||||
| 4706 N LITCHFIELD KNOLL | LITCHFIELD PARK | AZ | 85340 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ROBERT ROSZTOCZY | ||||||||
| 1111 ORO VISTA | LITCHFIELD PARK | AZ | 85340 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| STEFI MCGEORGE | ||||||||
| 405 E BIRD LN | LITCHFIELD PARK | AZ | 85340 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| EDWARD ROSZTOCZY | ||||||||
| 1006 ACACIA CIR | LITCHFIELD PARK | AZ | 85340 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| THOMAS THOMPSON | ||||||||
| 21620 W PALO BREA CIR | BUCKEYE | AZ | 85396 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED SCHOLARSHIPS FOR HUNGARIAN STUDENTS TO COME TO THE UNITED STATES TO STUDY/RESEARCH WITH PROFESSORS. THE STUDENTS ARE ATTENDING VARIOUS HIGHER INSTITUTIONS OF EDUCATION THROUGHOUT THE ENTIRE UNITED STATES. THEY INCLUDE BUT ARE NOT LIMITED TO THE UNIVERISTY OF AZ, RUTGERS UNIVERSITY, MONTEREY INSTITUTE OF INT'L STUDIES, UNIVERSITY OF NE, DARTMOUTH COLLEGE, WASHINGTON UNIVERSITY AT ST. LOUIS, SCRIPPS RESEARCH INSTITUTE, HARVARD MEDICAL SCHOOL, HULT INTERNATIONAL SCHOOL OF BUSINESS, UCLA, JOHNS HOPKINS BLOOMBERG SCHOOL, UNIVERSITY OF MICHIGAN, UNIVERSITY OF MEMPHIS, UNIVERSITY OF CA AT BERKLEY, NY SCHOOL OF INTERIOR DESIGN, UNIVERSITY OF MIAMI AND VARIOUS OTHERS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PROVIDED SCHOLARSHIPS FOR UNDERPRIVILEGED HIGH SCHOOL GRADUATE STUDENTS TO COLLEGES AND UNIVERSITIES. THE STUDENTS ARE ATTENDING VARIOUS HIGHER INSTITUTIONS OF EDUCATION THROUGHOUT THE ENTIRE UNITED STATES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,385,146 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,385,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,385,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,169,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $708,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $708,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,553 | TotalTaxAmt |
| Distributable Before Adj | $646,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $646,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $646,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $676,910 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $676,910 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $646,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $371,616 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $209,492 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $475,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $409,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $586,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,053,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $676,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $646,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,083,141 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $371,616 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,711,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $209,492 | ExcessFromYear4Amt |
| Excess From Year3 | $475,561 | ExcessFromYear3Amt |
| Excess From Year2 | $409,860 | ExcessFromYear2Amt |
| Excess From Year1 | $586,617 | ExcessFromYear1Amt |
| Excess From Current Year | $29,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANE ROSZTOCZY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 ACACIA CIRCLE | AddressLine1Txt |
| City | LITCHFIELD PARK | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6239367131 | RecipientPhoneNum |
| Recipient Email Address | FERENC@ROSZTOCZYFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS AND RECOMMENDATIONS CAN BE SUBMITTED VIA EMAIL OR MAIL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY | |||||||
| ARIZONA STATE UNIVERSITY 1151 S | FOREST AVE | TEMPE | AZ | 85281 | SCHOLARSHIPS COLLEGE PROMISE PROGRAM | $50,480 | |
| CARRINGTON COLLEGE | |||||||
| 1001 W SOUTHERN AVE STE 130 | MESA | AZ | 85210 | COLLEGE PROMISE SCHOLARSHIPS - REFUNDED | -$3,109 | ||
| DONORCHOOSEORG | |||||||
| 134 W 37TH ST 11TH FLOOR | NEW YORK | NY | 10018 | DONATION #13-4129457 | $10,000 | ||
| ESTRELLA MOUNTAIN COMMUNITY COLLEGE | |||||||
| 3000 N DYSART RD | AVONDALE | AZ | 85392 | SCHOLARSHIP COLLEGE PROMISE PROGRAM | $10,000 | ||
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | SCHOLARSHIP COLLEGE PROMISE PROGRAM | $76,900 | ||
| KRISZTINA GULA | |||||||
| UNIVERSITY OF CA BERKLEY | BERKELEY | CA | 94709 | SCHOLARSHIP SCHOOL OF LAW VISITING STUDENT RESEARCH | $2,500 | I | |
| NATIONAL CENTER FOR FAMILIES LEARNING | |||||||
| 325 W MAIN ST 300 | LOUISVILLE | KY | 40202 | DONATION FOR FAMILY LITERACY MODEL FOR AVONDALE SCHL DISTRICT | $22,500 | ||
| NORTHERN AZ UNIVERSITY | |||||||
| 1900 S KNOLES DR | FLAGSTAFF | AZ | 86011 | SCHOLARSHIP COLLEGE PROMISE PROGRAM | $64,500 | ||
| PHOENIX COLLEGE | |||||||
| 1202 W THOMAS RD | PHOENIX | AZ | 85013 | SCHOLARSHIP COLLEGE PROMISE PROGRAM | $3,642 | ||
| VENCEL JUHASZ | |||||||
| HARVARD MED SCH A-111 25 SHATTUCK | ST | BOSTON | MA | 02115 | SCHOLARSHIP TO RESEARCH WITH DR THOMAS NEIMAN IN CARDIO-ONOCLOLGY PROGRAM CARDIOVASCULAR IMAGING | $21,000 | I |
| ALMOS OROSZ | |||||||
| PURDUE UNIV 701 W STADIUM AVE | WEST LAFAYETTE | IN | 47907 | SCHOLARSHIP PROF ZOLTAN NAGY DAVIDSON SCHOOL OF ENGINEERING | $21,000 | I | |
| AZ COLLEGE OF NURSING | |||||||
| 16404 N BLACK CANYON HWY STE 200 | PHOENIX | AZ | 85053 | COLLEGE PROMISE SCHOLARSHIPS | $60,997 | ||
| BALINT BORDACS | |||||||
| GEORGETOWN UNIVERSITY 37TH AND O ST | WASHINGTON | DC | 20057 | SCHOLARSHIP MASTER OF LAW PROGRAM INTERNATIONAL BUSINESS AND ECONOMIC LAW | $6,000 | I | |
| BORBOLA SZEDMAK | |||||||
| UNIVERSITY OF CA BERKLEY | BERKELEY | CA | 94709 | SCHOLARSHIP PROFESSOR DAVID TEECE IN TUSHER CENTER FOR MANAGEMENT OF INTELLECTUAL CAPITAL | $21,000 | I | |
| DR FANNI SANTA | |||||||
| ULCA 405 HILGARD AVE | LOS ANGELES | CA | 90095 | SCHOLARSHIP PROFESSOR JOHN K LEE IN DEPT OF MEDICINE DIVISION OF HEMATOLOGY ONCOLOGY | $8,000 | I | |
| DR GERGELY LENDAI | |||||||
| UNIV OF RICHMOND 410 WESTHAMPTON | WAY | RICHMOND | VA | 23173 | SCHOLARSHIP PROF MARI LEE MIFSUD DEPT OF REHTORIZ AND COMMUNICATION STUDIES | $15,000 | I |
| DR KRISZRAIN BENE | |||||||
| JOHN HOPKINS HOS SCH OF MED 1800 | ORLEANS ST | BALTIMORE | MD | 21287 | SCHOLARSHIP VISITING SCH DR LASZIO NAGY DIV OF ENDOCRINOLOGY DIABETES AND METABOLISM | $30,000 | I |
| DR LAURA BOKOR | |||||||
| DANA FARBER CAN INST 44 BINNEY ST | BOSTON | MA | 02115 | SCHOLARSHIP RESEARCHER WITH DR EVANNA MILLS DEPT OF CANCER IMMUNOLOGY VIROLOGY | $9,000 | I | |
| FANNI KADAR | |||||||
| NORTHEASTERN UNIV 360 HINTINGTON | AVE | BOSTON | MA | 02115 | SCHOLARSHIP PROFESSOR SIPAHI IN THE COLLEGE OF ENGINEERING DEPT OF MECHIN AND INDUSTRIAL ENG | $8,000 | I |
| GYULA MUSKOVICS | |||||||
| NEW YORK UNIV 1/2 FIFTH AVE | NEW YORK | NY | 10003 | SCHOLARSHIP AS VISITING STUDENT RESEARCHER NICHOLAS J MARTIN | $15,000 | I | |
| ILLES VOROS | |||||||
| UNIVERSITY OF MICHIGAN 2350 HAYWARD | ST | ANN ARBOR | MI | 48109 | SCHOLARSHIP FOR VISITING RESEARCHER PROF GABOR OROSZ DEPT OF MECHANICAL ENGINEERING | $21,000 | I |
| IVAN LASZLO NAGY | |||||||
| COLUMBIA JOURNAL SCH 2950 BROADWAY | NEW YORK | NY | 10027 | SCHOLARSHIP ADMISSION MASTER OF ARTS PROGRAM | $22,500 | I | |
| LILI TOTH | |||||||
| BARD COLLEGE 30 CAMPUS RD | ANNANDALEONHUDSON | NY | 125045000 | SCHOLARSHIP FOR MASTERS OF ARTS IN CURATORIAL STUDIES | $6,000 | I | |
| MARTON SIMON | |||||||
| ROCKEFELLER UNIV 1230 YORK AVE | NEW YORK | NY | 10065 | SCHOLARSHIP PROFESSOR JUE CHEN LABORATORYANE BIOPHYSICS AND BIOLOGY | $14,000 | I | |
| PATRIK PORDI | |||||||
| UNIVERSITY OF MARYLAND | COLLEGE PARK | MD | 27422 | SCHOLARSHIP FOR PROFESSIONAL MASTER OF ENGINEERING IN ROBOTICS PROGRAM | $6,000 | I | |
| ZSANETT RITLI | |||||||
| 50 W 4TH ST NY UNIVERSITY | NEW YORK | NY | 10012 | SCHOLARSHIP 2 YRD PRGM STEINHARDT VISUAL ARTS ADMINISTRATION | $5,000 | I | |
| DANIEL SIMON | |||||||
| UNIVERSITY OF CA BERKLEY | BERKELEY | CA | 94709 | SCHOLARSHIP EXTERNAL COMBINATORIS AT SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE | $5,000 | I | |
| E3 AFRICA | |||||||
| 2121 S RUAL RD | SCOTTSDALE | AZ | 85282 | DONATION | $100,000 | I | |
| GARDEN HOUSE FOUNDATION | |||||||
| 25623 N LAWLER LOOP | PHOENIX | AZ | 85083 | DONATION | $15,000 | ||
| GATHERING BUCKEYE ROTARY | |||||||
| 19580 W INDIAN SCHOOL RD UNIT 105 | PO BOX 123 | BUCKEYE | AZ | 85396 | DONATION | $5,000 | |
| WEST VALLEY CHRISTIAN SCHOOL | |||||||
| 16260 W VAN BUREN | GOODYEAR | AZ | 85392 | DONATION | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $676,910 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HOMELESS YOUTH CONNECTION | |||||||
| 224 E HATCHER RD | PHOENIX | AZ | 85020 | DONATION | $50,000 | ||
| ANDREA SCHMEID | |||||||
| COLUMBIA UNIVERSITY 535 W 116TH ST | NEW YORK | NY | 10027 | SCHOLARSHIP PROF KATE ARCHER GRADUATE SCHOOL OF BUSINESS ARCHITECTURE PLANNING AND PRESERVATION | $17,500 | I | |
| ARIZONA STATE UNIVERSITY | |||||||
| ARIZONA STATE UNIVERSITY 1151 S | TEMPE | AZ | 85281 | COLLEGE PROMISE SCHOLARSHIPS | $50,500 | FOREST AVE | |
| DR ATTILA BENAK | |||||||
| UNIVERSITY OF PENNSYLVANIA | PHILADELPHIA | PA | 19104 | SCHOLARSHIP FOR A RESEARCH FELLOW IN CARDIAC ELECTROPHYSIOLOGY WITH DR DAVID CALLANS | $19,500 | I | |
| DR GERGEY KOMLOSI | |||||||
| NYU LANGONE HEALTH 5500 FIRST AVE | NEW YORK | NY | 10016 | SCHOLARSHIP PROF GYOGY BUZAKI IN NEUROSCIENCE PHYSIOLOGY AND NEUROLOGY DEPT | $30,000 | I | |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | COLLEGE PROMISE SCHOLARSHIPS | $14,500 | ||
| NORTHERN AZ UNIVERSITY | |||||||
| 1900 S KNOLES DR | FLAGSTAFF | AZ | 86011 | COLLEGE PROMISE SCHOLARSHIPS | $3,281 | ||
| PHOENIX COLLEGE | |||||||
| 1202 W THOMAS RD | PHOENIX | AZ | 85013 | COLLEGE PROMISE SCHOLARSHIPS | $1,700 | ||
| ZOLTON TOTH | |||||||
| WASHINGTON UNIV 1 BROOKINGS DR | ST LOUIS | MO | 63130 | SCHOLARSHIP DR SUSAN MCKINNON DEPT OF SURGERY | $7,500 | I | |
| DR LAURA BOKOR | |||||||
| DANA FARBER CAN INST 44 BINNEY ST | BOSTON | MA | 02115 | SCHOLARSHIP RESEARCHER WITH DR EVANNA MILLS DEPT OF CANCER IMMUNOLOGY AND VIROLOGY | $21,000 | I | |
| REKA FACSKO | |||||||
| UNIVERISTY OF MICHIGAN | ANN ARBOR | MI | 48109 | SCHOLARSHIP PROF AARON MORRIS DEPT OF BIOMEDICAL ENGINEERING | $12,500 | I | |
| DR ZUZSANNA GAAI | |||||||
| UNIV OF SOUTH FL 4202 E FOWLER AVE | TAMPA | FL | 33620 | SCHOLARSHIP WITH DR JOLAN WALTER IN DEPT OF PEDIATRICS DIVISION OF ALLERGY AND IMMUNOLOGY | $30,000 | I | |
| DR LILLI GERENDAS | |||||||
| WEILL CORNELL MED 1300 YORK AVE | NEW YORK | NY | 10065 | SCHOLARSHIP RESEARCHER IN LAB OF DR SZILLARD KISS, DEPT OF OPTHALMOLOGY | $16,500 | I | |
| FANNI KADAR | |||||||
| NORTHEASTERN UNIV 360 HINTINGTON | BOSTON | MA | 02115 | SCHOLARSHIP WITH PROF RIFAT SIPAHI COLLEGE OF ENGINNERING DEPT OF MECHANICAL AND INDUSTRIAL ENGINEERING | $7,000 | I | AVE |
| CINTIA KRUSPER | |||||||
| TEXAS AM 400 BIZZELL ST | COLLEGE STATION | TX | 77843 | SCHOLARSHIP MASTER OF SCIENCE MARKETING PROGRAM AT THE MAYS BUSINESS SCHOOL | $20,000 | I | |
| BENJAMIN MATE VIZI | |||||||
| UNIVERISTY OF MICHIGAN | ANN ARBOR | MI | 48109 | SCHOLARSHIP PROF GABOR OROSZ DEPT OF MECHANICAL ENGINEERING | $30,000 | I | |
| DR JANOS NOVAK | |||||||
| CLEMSON UNIV 16 CLEMSON AVE | CLEMSON | SC | 29631 | SCHOLARSHIP DR MICHALE CATERINO DEPARTMENT OF PLANT AND ENVIROMENTAL SCIENCES | $30,000 | I | |
| AKOS ORBAN | |||||||
| IRWIN S CHANIN SCH OF ARCHITECTURE | NEW YORK | NY | 10003 | SCHOLARSHIP WITH HAYLEY EBER STUDENT RESEARCHER | $17,500 | I | 7 E 7TH ST |
| DR GABRIELLA RAPSZKY | |||||||
| HARVARD MED SCH A-111 25 SHATTUCK | BOSTON | MA | 02115 | SCHOLARSHIP WITH DR MICHAEL FILBIN DEPT OF EMERGENCY MEDICINE | $30,000 | I | ST |
| ZSANETT RITLI | |||||||
| NEW YORK UNIV 50 W 4TH ST | NEW YORK | NY | 10012 | SCHOLARSHIP2 YR PRGM STEINHARDT'S VISUAL ARTS ADMINISTRATION | $25,000 | I | |
| DR FANNI SANTA | |||||||
| UCLA 405 HILGARD AVE | LOS ANGELES | CA | 90095 | SCHOLARSHIP PROF JOHN K LEES DEPT OF MEDICINE DIV HEMOTOLOGY ONCOLOGY | $12,000 | I | |
| DANEIL SIMON | |||||||
| UNIV OF CA BERKELEY | BERKELEY | CA | 94709 | SCHOLARSHIP EXTERNAL COMBINATORIS AT SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE | $5,000 | I | |
| ANDREA SOOS | |||||||
| MUSEUM MODERN ART 11 W 53RD ST | NEW YORK | NY | 100195401 | SCHOLARSHIP DIRECTOR JAY LEVENSON TO RESERACH | $30,000 | I | |
| DR BENCE SZAKSZ | |||||||
| UNIV MICHIGAN | ANN ARBOR | MI | 48109 | SCHOLARSHIP PROF GABOR OROSZ DEPARTMENT OF MECHANICAL ENGINEERING | $30,000 | I | |
| DR FRUZSINA TOTH | |||||||
| UNIV OF UTAH 30 N 1900TH E | SALT LAKE CITY | UT | 84132 | SCHOLARHSIP PROF MIKLOS MOLNAR DIV OF NEPHROLOGY AND HYPERTENSION | $30,000 | I | |
| GABOR TOTH | |||||||
| IUNIV IL-CHICAGO 1853 W POLK ST | CHICAGO | IL | 60612 | SCHOLARSHIP DR KLARA VALLI-NAGY COLLEGE OF MEDICINE DEPT OF PATHOLOGY | $30,000 | I | |
| DR SAROLTA TRINH | |||||||
| UNIV MINN 100 CHRUCH ST SE | MINNEAPOLIS | MN | 55455 | SCHOLARSHIP OF HEALTH INFOMATICS MS PROGRAM | $15,000 | I | |
| EGON VARKONYI | |||||||
| PERELMAN SCH OF MED UNIV PENN 3400 | PHILADELPHIA | PA | 19104 | SCHOLARSHIP PROF NORBERT PARDI PNA INNOVATION DEPT OF MICROBOLOGY | $30,000 | I | CIVIC BLVD |
| REBEKA SZOLDOS | |||||||
| BONTON UNIV 957 COMMONWEALTH AVE | BOSTON | MA | 02215 | SCHOLARSHIP PROF MILISSA KIBBE DEPT OF PSYCHOLOGICAL BRAIN SCIENCES | $12,500 | I | |
| ALL FAITH COMMUNITY SVCS | |||||||
| 214 S 5TH ST | BUCKEYE | AZ | 85326 | DONATION #54-2160931 | $5,000 | ||
| CAMP CTANESE FOUNDATION | |||||||
| 3200 N CENTRAL AVE STE 1125 | PHOENIX | AZ | 85012 | DONATION | $55,000 | ||
| DONORCHOOSEORG | |||||||
| 134 W 37TH ST 11TH FLOOR | NEW YORK | NY | 10018 | DONATION #13-4129457 | $40,000 | ||
| OPEN ARMS HOME FOR CHILDREN | |||||||
| PO BOX 2198 | LITCHFIELD PARK | AZ | 85340 | DONATION | $10,000 | ||
| AZ COLLEGE OF NURSING | |||||||
| 16404 N BLACK CANYON HWY STE 200 | PHOENIX | AZ | 85053 | COLLEGE PROMISE REFUND | -$19,216 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $719,265 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $250,633 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $276,188 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $32,183 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,869,290 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $32,183 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $526,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,869,290 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,428,294 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT AND INTEREST INCOME IS USED FOR SCHOLARSHIPS AND GRANTS |
| 7 | INVESTMENT RENTAL INCOME DEBT FINANCED |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DIANE ROSZTOCZY | ||||||
| 1 | 1010 ACACIA CIRCLE | LITCHFIELD PARK | AZ | 85340 | $476,592 | Yes (X) |
| THOMAS ROSZTOCZY | ||||||
| 2 | 4706 N LITCHFILED KNOLL | LITCHFIELD PARK | AZ | 85340 | $290,000 | Yes (X) |
| ROBERT ROSZTOCZY | ||||||
| 3 | 1111 ORO VISTA | LITCHFIELD PARK | AZ | 85340 | $21,300 | Yes (X) |
| EDWARD ROSZTOCZY | ||||||
| 4 | 1006 ACACIA CIRCLE | LITCHFIELD PARK | AZ | 85340 | $23,222 | Yes (X) |
| STEPHANIE JACKSON | ||||||
| 5 | 405 E BIRD LANE | LITCHFIELD PARK | AZ | 85340 | $23,220 | Yes (X) |
| THOMAS THOMPSON | ||||||
| 6 | 21620 W PALO BREA CIRCLE | BUCKEYE | AZ | 85396 | $10,000 | Yes (X) |
| ARIZONA MACHINERY LLC | ||||||
| 7 | 11111 W MCDOWELL RD | AVONDALE | AZ | 85392 | $1,682,479 | Yes (X) |
| BRAD O'LAUGHLIN | ||||||
| 8 | 2534 E MEADOWBROOK AVE | PHOENIX | AZ | 85016 | $2,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN STOTZ FARMS | $101,405 | $56,019 | $56,019 |
| INVESTMENT IN HIGH PLAINS BANKING | $1,075,259 | $1,134,506 | $1,134,506 |
| INVESTMENT IN AZ UTAH PARTNERS | $120,440 | $0 | $0 |
| INVESTMENT IN PHOENIX VAN BUREN | $537,499 | $0 | $0 |
| INVESTMENT IN PHX JACKSON | $198,897 | $0 | |
| INVESTMENT SCHWAB MARINER AND MAS 12 MAS 23 | $5,461,672 | $12,668,484 | $12,668,484 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN LOSS FOR INVESTMENT CHANGES | Desc |
| Amt | $197,567 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $49,474 | $0 | $0 |
| BANK FEES | $120 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PTE K-1 RR | -$46,440 | -$46,440 | -$46,440 |
| PTE K-1 TR | -$148,467 | -$148,467 | -$148,467 |
| PTE K-1 HIGH PLAINS BANK | $123,995 | $123,995 | $123,995 |
| PTE K-1 RR RENTAL | $1,966 | $1,966 | $1,966 |
| STOTZ FARMS INC | -$66,131 | -$66,131 | -$66,131 |
| PTE K-1 LTCG | $166,585 | $166,585 | $166,585 |
| PREFERRED RETURN RR | $675 | $675 | $675 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DIANE ROSZTOCZY | |||
| 1010 ACACIA CIRCLE | LITCHFIELD PARK | AZ | 85340 |
| THOMAS ROSZTOCZY | |||
| 4706 N LITCHFIELD KNOLL | LITCHFIELD PARK | AZ | 85340 |
| ROBERT ROSZTOCZY | |||
| 1111 ORO VISTA | LITCHFIELD PARK | AZ | 85340 |
| EDWARD ROSZTOCZY | |||
| 1006 ACACIA CIRCLE | LITCHFIELD PARK | AZ | 85340 |
| STEFI MCGEORGE | |||
| 405 E BIRD LANE | LITCHFIELD PARK | AZ | 85340 |
| ARIZONA MACHINERY LLC | |||
| 11111 W MCDOWELL RD | AVONDALE | AZ | 85392 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX DUE | CategoryTxt |
| Amt | $2,928 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |