KEVIN ZOLTAN MERSZEI FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN ZOLTAN MERSZEI FOUNDATION INC (EIN 81-3859411)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-26
- IRS object ID
- 202630579349100308
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-26T06:27:57-08:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650904502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREY E LEVINE CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 JOG ROAD208 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813859411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KEVIN ZOLTAN MERSZEI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEVI | BusinessNameControlTxt |
| Phone | 2032530737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BRADLEY PLACE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AIMEE MERSZEI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032530737 | PhoneNum |
| Signature | 2026-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COREY E LEVINE CPA | PreparerPersonNm |
| PTIN | P01379196 | PTIN |
| Phone | 5614550360 | PhoneNum |
| Preparation | 2026-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $10,375,716 | 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 | $671,762 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,562 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,562 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $27 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $27 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $715,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,607 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,607 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $750 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $751 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $751 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $751 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $751 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $211 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $211 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,712 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,109,274 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,109,274 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,110,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,712 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,110,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$395,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,895 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,310 | CashBOYAmt |
| Cash EOY | $43,267 | CashEOYAmt |
| Cash EOYFMV | $43,267 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,926,674 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,392,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,332,449 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,927,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,435,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,375,716 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,927,984 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,435,697 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,927,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,435,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,927,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,435,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,927,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$395,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $904,081 | OtherIncreasesAmt |
| Subtotal | $2,436,448 | SubtotalAmt |
| Other Decreases | $751 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,435,697 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $847 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $847 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$847 | OriginalReturnOverpaymentAmt |
| Overpayment | $265 | OverpaymentAmt |
| Applied To ES Tax | $265 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREY E LEVINE CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5614550360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 JOG ROAD 208 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| AIMEE MORNER MERSZEI | ||||||||
| 200 BRADLEY PLACE 203 | PALM BEACH | FL | 33480 | DIR.,PRES., TREAS. | 10.00 | $0 | $0 | $0 |
| ROBERT A STEVENS | ||||||||
| 1 TAIT ROAD | OLD GREENWICH | CT | 06870 | DIR., SEC. | 5.00 | $0 | $0 | $0 |
| AARON MAROHL | ||||||||
| 9259 E RAINTREE DRIVE 1147 | SCOTTSDALE | AZ | 85260 | DIRECTOR | 5.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,381,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,404,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,404,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,263,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $463,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,110,986 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,110,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,005,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,049,871 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $292,845 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,231,996 | ExcessDistributionCyovYr1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-08-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $41,895 | CurrentYearAmt |
| Year1 | $54,048 | Year1Amt |
| Year2 | $58,031 | Year2Amt |
| Year3 | $54,524 | Year3Amt |
| Total | $208,498 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,611 | CurrentYearAmt |
| Year1 | $45,941 | Year1Amt |
| Year2 | $49,326 | Year2Amt |
| Year3 | $46,345 | Year3Amt |
| Total | $177,223 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,110,986 | CurrentYearAmt |
| Year1 | $1,231,996 | Year1Amt |
| Year2 | $292,845 | Year2Amt |
| Year3 | $977 | Year3Amt |
| Total | $2,636,804 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,110,986 | CurrentYearAmt |
| Year1 | $1,231,996 | Year1Amt |
| Year2 | $292,845 | Year2Amt |
| Year3 | $977 | Year3Amt |
| Total | $2,636,804 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $457,283 | Year1Amt |
| Year2 | $413,385 | Year2Amt |
| Year3 | $363,695 | Year3Amt |
| Total | $1,234,363 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL | $603,735 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL | $355,888 |
| NAVY SEAL FOUNDATION | ||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | PC | GENERAL | $49,729 |
| BETHESDA MEMORIAL HOSPITAL | ||||||
| 2815 S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | PC | GENERAL | $99,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,109,274 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,580 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | AIMEE MERSZEI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BRADLEY PLACE 203 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $670,951 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHRS - ARM HOLDINGS PLC COMMON STOCK | $11,027 | 2025-12-26 |
| 1 | 100 SHRS - APPLE INC COMMON STOCK | $27,340 | 2025-12-26 |
| 1 | 250 SHRS - CORTEVA INC COMMON STOCK | $16,860 | 2025-12-26 |
| 1 | 7,900 SHRS - HALOZYME THERAPEUTICS COMMON STOCK | $544,073 | 2025-12-26 |
| 1 | 250 SHRS - INGEVITY CORP COMMON STOCK | $15,038 | 2025-12-26 |
| 1 | 300 SHRS - PALANTIR TECHNOLOGIES COMMON STOCK | $56,613 | 2025-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARCUS & LEVINE, CPAs CPA | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $750 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM - 1,640 SHS | $195,627 | $378,545 |
| APPLE INC - 33,198 SHS | $1,343,099 | $9,025,208 |
| LOCKHEED MARTIN CORP - 109 SHS | $48,091 | $52,720 |
| NORTHROP GRUMMAN CORP - 414 SHS | $153,957 | $236,067 |
| ORACLE CORP - 310 SHS | $58,997 | $60,422 |
| PALANTIR TECHNOLOGIES - 30 SHRS | $5,661 | $5,333 |
| CORTEVA INC - 250 SHRS | $16,860 | $16,758 |
| HALOZYME THERAPEUTICS INC - 7,900 SHRS | $544,073 | $531,670 |
| INGEVITY CORP - 250 SHRS | $15,038 | $14,795 |
| ARM HOLDINGS PLC - 100 SHRS | $11,027 | $10,931 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PREPAYMENT | Desc |
| Amt | $751 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FEES | Desc |
| Revenue And Expenses Per Books | $211 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $211 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $211 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $27 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT FOR STOCK DONATIONS | $904,079 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990 TAX | CategoryTxt |
| Amt | $751 | Amt |
| Net Investment Income | $751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $751 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $751 | DisbursementsCharitablePrpsAmt |