Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 02-01-2023 , and ending 01-31-2024
Name of foundation
ROSZTOCZY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)11111 W MCDOWELL RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AVONDALE, AZ85392
A Employer identification number

72-1583507
B Telephone number (see instructions)

(623) 936-7131
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,547,409J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,706,909
2 Check right arrow.............
3 Interest on savings and temporary cash investments 43,320 43,320  
4 Dividends and interest from securities... 76,514 76,514  
5a Gross rents............ 25,500 25,500  
b Net rental income or (loss) 14,670
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
19,170
b Gross sales price for all assets on line 6a 19,170
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-13,835 -13,835  
12 Total. Add lines 1 through 11........ 3,857,578 131,499  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
180 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,600 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,315 10,830   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,500 0   0
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,496 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,091 10,830   0
25 Contributions, gifts, grants paid....... 794,720 794,720
26 Total expenses and disbursements. Add lines 24 and 25 844,811 10,830   794,720
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,012,767
b Net investment income (if negative, enter -0-) 120,669
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,295,345 331,207 331,207
2 Savings and temporary cash investments......... 47,071    
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 28,520 16,072 16,072
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,704,958
Less: accumulated depreciation (attach schedule) right arrow   1,704,958 Click to see attachment
List of Attached Documents:
// Content
1,704,958 		1,704,958
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,404,090 		Click to see attachment
List of Attached Documents:
// Content
7,495,172 		Click to see attachment
List of Attached Documents:
// Content
7,495,172
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,479,984 9,547,409 9,547,409
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,479,984 9,547,409
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,479,984 9,547,409
30 Total liabilities and net assets/fund balances (see instructions). 6,479,984 9,547,409
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,479,984
2
Enter amount from Part I, line 27a .....................
2
3,012,767
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
54,658
4
Add lines 1, 2, and 3 ..........................
4
9,547,409
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,547,409
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,677
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,677
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,677
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,070
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,070
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,393
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,393 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.ROSZTOCZYFOUNDATION.COM
14
The books are in care ofright arrowWENDY COOPER Telephone no.right arrow (623) 936-7131

Located atright arrow11111 W MCDOWELL RDAVONDALEAZ ZIP+4right arrow85392
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DIANE ROSZTOCZY TRUSTEE
3.00 		0 0 0
1010 ACACIA CIR
LITCHFIELD PARK,AZ85340
THOMAS ROSZTOCZY TRUSTEE
3.00 		0 0 0
4706 N LITCHFIELD KNOLL
LITCHFIELD PARK,AZ85340
ROBERT ROSZTOCZY TRUSTEE
3.00 		0 0 0
1111 ORO VISTA
LITCHFIELD PARK,AZ85340
STEFI MCGEORGE TRUSTEE
3.00 		0 0 0
405 E BIRD LN
LITCHFIELD PARK,AZ85340
EDWARD ROSZTOCZY TRUSTEE
3.00 		0 0 0
1006 ACACIA CIR
LITCHFIELD PARK,AZ85340
THOMAS THOMPSON TRUSTEE
3.00 		0 0 0
21620 W PALO BREA CIR
BUCKEYE,AZ85396
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 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. 0
2 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. 0
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
4,259,494
d
Total (add lines 1a, b, and c).........................
1d
4,259,494
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,259,494
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,892
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,195,602
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
209,780
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
209,780
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,677
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,677
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
208,103
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
208,103
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
208,103
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
794,720
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
794,720
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 208,103
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 298,640
b From 2019...... 371,616
c From 2020...... 209,492
d From 2021...... 475,561
e From 2022...... 409,860
f Total of lines 3a through e ........ 1,765,169
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 794,720
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 208,103
e Remaining amount distributed out of corpus 586,617
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,351,786
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		298,640
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,053,146
10 Analysis of line 9:
a Excess from 2019.... 371,616
b Excess from 2020.... 209,492
c Excess from 2021.... 475,561
d Excess from 2022.... 409,860
e Excess from 2023.... 586,617
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DIANE ROSZTOCZY
1010 ACACIA CIRCLE
LITCHFIELD PARK,AZ85340
(623) 936-7131
FERENC@ROSZTOCZYFOUNDATION.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS AND RECOMMENDATIONS CAN BE SUBMITTED VIA EMAIL OR MAIL
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
ABEL BAGDY


COLUMBIA UNIVERSITY 420 W 118TH ST
NEW YORK,NY10027 		  1 SCHOLARSHIP FOR A TWO YEAR PROGRAM 15,000
ALEXANDRA EGYED


IOWA STATE UNIVERSITY 515 MORRILL
RD
AMES,IA50011 		  I SCHOLARSHIP FOR PROF ARTHUR H WINTER DEPT OF CHEMISTRY 21,000

ARIZONA STATE UNIVERSITY

ARIZONA STATE UNIVERSITY 1151 S
FOREST AVE
TEMPE,AZ85281 		    SCHOLARSHIPS COLLEGE PROMISE PROGRAM 94,494

BE A LEADER FOUNDATION

1715 W NORTHERN AVE STE 104
PHOENIX,AZ85021 		    DONATION FOR TAKING STEPS TOWARD COLLEGE SUCCESS - 501(C)3 #55-0850279 5,000

DONORCHOOSEORG

134 W 37TH ST 11TH FLOOR
NEW YORK,NY10018 		    DONATION #13-4129457 10,000
DR PETER GALBACS


UNIVERSITY OF CHICAGO
CHICAGO,IL606375418 		  I SCHOLARSHIP WITH PROFESSOR ROBERT SHIMER IN DEPT OF ECONOMICS 8,000
DR ZSOFIZ KUGLER


NASA JET PROP LAB 4800 OAK GRIVE DR
PASADENA,CA911098001 		  I SCHOLARSHIP TO RESEARCH WITH DR SON NGHIEM IN THE OFFICE OF WATER AND ENERGY CYCLE SCIENCE 7,500
ERVIN GYENGE


THOMAS JEFFERSON UNIV 1025 WALNUT
ST
PHILADELPHIA,PA19107 		  I SCHOLARSHIP TO DO RESEARCH WITH DR BOLOND ZLGYARTO IN THE DEPT OF MICROBIOLOGY AND IMMUNOLOGY SIDNEY KIMMEL MEDICAL 21,000

ESTRELLA MOUNTAIN COMMUNITY COLLEGE

3000 N DYSART RD
AVONDALE,AZ85392 		    SCHOLARSHIP COLLEGE PROMISE PROGRAM 15,252
EVELIN MENYKO


THOMAS JEFFERSON UNIV 1025 WALNUT
ST
PHILADELPHIA,PA19107 		  I SCHOLARSHIP TO DO RESEARCH WITH DR BOLOND ZLGYARTO IN THE DEPT OF MICROBIOLOGY AND IMMUNOLOGY, SIDNEY KIMMEL MEDICAL 21,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		    SCHOLARSHIP COLLEGE PROMISE PROGRAM 87,577

KAZT LLC STUFF THE BUS

4343 E CAMELBACK RD STE 130
PHOENIX,AZ85018 		    DONATION 5,000
LASZIO KUROLI


UNIV OF MA AMHERST 1 CAMPUS CENTER
WAY
AMHERST,MA01003 		  I SCHOLARSHIP FOR RESEARCH WITH PROF RANDALL KNOPER, DEPT OF ENGLISH 5,000
MELINDA SIPOS


HARVARD MED SCH A-111 25 SHATTUCK
ST
BOSTON,MA02115 		  I SCHOLARSHIP IN THE CENTER FOR COMPLEX NETWORK RESEARCH 6,000
NORA PETNEHAZY


CA PAC MED CENTER 2333 BUCHANAN ST
SAN FRANCISCO,CA941151925 		  I SCHOLARSHIP WITH PEGGY CAWTHORN PHD RESEARCH FOR AGING POPULATION AS SENIOR SCIENTIST 6,000

NORTHERN AZ UNIVERSITY

1900 S KNOLES DR
FLAGSTAFF,AZ86011 		    SCHOLARSHIP COLLEGE PROMISE PROGRAM 61,892

PHOENIX COLLEGE

1202 W THOMAS RD
PHOENIX,AZ85013 		    SCHOLARSHIP COLLEGE PROMISE PROGRAM 2,000
SANDRA PEROSA


UNIVERSITY OF MICHIGAN 2350 HAYWARD
ST
ANN ARBOR,MI48109 		  I SCHOLARSHIP IN THE RACKHAM GRADUATE SCHOOL DEPT OF MIDDLE EAST STUDIES 15,000
SZINAN RADI


NEW YORK UNIV 1/2 FIFTH AVE
NEW YORK,NY10003 		  I SCHOLARSHIP FROM PROF YANNI KOTSONIS IN ADV STUDY OR RUSSIA 11,000
TAMAS GAZDAG


IOWA STATE UNIVERSITY 515 MORRILL
RD
AMES,IA50011 		  I SCHOLARSHIP WITH PROF BRETT VAN VELLER, DEPT OF CHEMISTRY 21,000

UNIVERSAL TECHNICAL INSTITUTE

10695 W PIERCE ST
AVONDALE,AZ85323 		    SCHOLARSHIP COLLEGE PROMISE PROGRAM 2,500

VALLEY OF THE SUN UNITED WAY

3200 E CAMELBACK RD STE 375
PHOENIZ,AZ850182328 		    DONATION 50,000
VERONIKA BAGI


UCLA 8700 BEVERLY BLVD
LOS ANGELES,CA90048 		  I SCHOLARSHIP FOR UCLA SCHOOL OF LAW, LLM PROGRAM 6,000
ALMOS OROSZ


PURDUE UNIV 701 W STADIUM AVE
WEST LAFAYETTE,IN47907 		  1 SCHOLARSHIP WITH PROF ZOLTAN NAGE, DAVIDSON SCHOOL OF CHEMICAL ENGINEERING 9,000
ANNA JULIA GYENGE


CORNELL UNIV 616 THURSTON AVE
ITHACA,NY14853 		  1 SCHOLARSHIP WITH DR HUIJU PARK, DEPT OF HUMAN CENTERED DESIGN COLLEGE OF HUMAN ECOLOGY 12,500
DR GABOR SOMLAI


CUNY GRAD CENTER 365 5TH AVE
NEW YORK,NY10016 		  1 SCHOLARSHIP FOR VISITING RESEARCHER WITH DR AZITA MAYELI DEPT OF MATHEMATICS 7,500
DR JUDIT SIMON


HARVARD MEDICAL SCHOOL A-111 25
SHATTUCK ST
BOSTON,MA02115 		  I SCHOLARSHIP TO DO RESEARCH WITH PROF KATHY JENKINS MD AT BOSTON'S CHILDREN'S HOSPITAL CENTRE FOR APPLIED PEDIATRIC 30,000
GYULA MUSKOVICS


NEW YORK UNIV 1/2 FIFTH AVE
NEW YORK,NY10003 		  1 SCHOLARSHIP AS VISITING STUDENT RESEARCH WITH NICHOLAS J MARTIN 5,000
ILLES VOROS


UNIVERSITY OF MICHIGAN 2350 HAYWARD
ST
ANN ARBOR,MI48109 		  1 SCHOLARSHIP VISITING RESEARCH WITH PROF GARBOR OROSZ IN DEPT OF MECHANICAL ENGINEERING 9,000
PATRIK PORDI


UNIV OF MARYLAND
COLLEGE PARK,MD27422 		  1 SCHOLARSHIP FOR PROFESSIONAL MASTER OF ENGINEERING IN ROBOTICS PROGRAM 6,500
VERONIKA BAGI


UCLA 8700 BEVERLY BLVD
LOS ANGELES,CA90048 		  1 SCHOLARSHIP FOR UCLA SCHOOL OF LAW, LLM PROGRAM 6,000
ZOLTEN GYENES


UNIV OF CENTRAL FL 4000 CENTRAL FL
BLVD
ORLANDO,FL328168005 		  1 SCHOLARSHIP FOR VISITING RESEARCHER WITH PROF LADISLAU IN THE OF COMPUTER SCIENCE 17,500
BALINT BORDACS


GEORGETOWN UNIVERSITY 37TH AND O ST
WASHINGTON,DC20057 		  I SCHOLARSHIP FOR MASTER OF LAW IN INTERNATIONAL BUSINESS AND ECONOMIC LAW 6,500
KRISZTINA GULA


UNIVERSITY OF CA BERKLEY
BERKELEY,CA94709 		  I SCHOLARSHIP SCHOOL OF LAW VISITING STUDENT RESEARCH 2,500
VENCEL JUHASZ


HARVARD MED SCH A-111 25 SHATTUCK
ST
BOSTON,MA02115 		  I SCHOLARSHIP TO RESEARCH WITH DR THOMAS NEIMAN IN CARDIO-ONOCLOLGY PROGRAM CARDIOVASCULAR IMAGING 9,000
MARTON SIMON


ROCKEFELLER UNIV 1230 YORK AVE
NEW YORK,NY10065 		  I SCHOLARSHIP WITH PROF JUE CHEN LABORATORY OF MEMBRANE BIOPHYSICS AND BIOLOGY 8,500
BORBOLA SZEDMAK


UNIVERSITY OF CA BERKLEY
BERKELEY,CA94709 		  I SCHOLARSHIP WITH PROF DAVID TEECE IN TUSHER CENTER FOR MGT OF INTELLECTUAL CAPITAL 9,000
LILI TOTH


BARD COLLEGE 30 CAMPUS RD
ANNANDALEONHUDSON,NY125045000 		  I SCHOLARSHIP MASTERS OF THE ARTS IN CURATORIAL STUDIES 6,500

CARRINGTON COLLEGE

1001 W SOUTHERN AVE STE 130
MESA,AZ85210 		    COLLEGE PROMISE SCHOLARSHIPS 5,000

GATEWAY COMMUNITY COLLEGE

1202 W THOMAS RD
PHOENIX,AZ85013 		    COLLEGE PROMISE SCHOLARSHIPS 2,433

UNIVERSITY OF ARIZONA

U OF A
TUCSON,AZ85721 		    COLLEGE PROMISE SCHOLARSHIPS 10,072

HOMELESS YOUTH CONNECTION

224 E HATCHER RD
PHOENIX,AZ85020 		    DONATION 85,000

NATIONAL CENTER FOR FAMILIES LEARNING

325 W MAIN ST 300
LOUISVILLE,KY40202 		    DONATION FOR FAMILY LITERACY MODEL FOR AVONDALE SCHL DISTRICT 45,000

ALHAMBRA EDUCATION PARTNERSHIP

4510 N 37TH AVE
PHOENIX,AZ85019 		    MADRID DONATION #86-0857358 5,000
Total .................................right arrow 3a 794,720
bApproved for future payment

ARIZONA STATE UNIVERSITY
ARIZONA STATE UNIVERSITY 1151 S
FOREST AVE
TEMPE,AZ85281 		    COLLEGE PROMISE SCHOLARSHIPS 94,600

AZ COLLEGE OF NURSING
16404 N BLACK CANYON HWY STE 200
PHOENIX,AZ85053 		    COLLEGE PROMISE SCHOLARSHIPS 44,997
DR ATTILA BENAK

UNIVERSITY OF PENNSYLVANIA
PHILADELPHIA,PA19104 		  I SCHOLARSHIP FOR A RESEARCH FELLOW IN CARDIAC ELECTROPHYSIOLOGY WITH DR DAVID CALLANS 19,500

ESTRELLA MOUNTAIN COMMUNITY COLLEGE
3000 N DYSART RD
AVONDALE,AZ85392 		    COLLEGE PROMISE SCHOLARSHIPS 9,900

GRAND CANYON UNIVERSITY
3300 W CAMELBACK RD
PHOENIX,AZ85017 		    COLLEGE PROMISE SCHOLARSHIPS 82,500

NORTHERN AZ UNIVERSITY
1900 S KNOLES DR
FLAGSTAFF,AZ86011 		    COLLEGE PROMISE SCHOLARSHIPS 61,300

PHOENIX COLLEGE
1202 W THOMAS RD
PHOENIX,AZ85013 		    COLLEGE PROMISE SCHOLARSHIPS 2,000
DR KRISZRAIN BENE

JOHN HOPKINS HOS SCH OF MED 1800
ORLEANS ST
BALTIMORE,MD21287 		  I SCHOLARSHIP VISITING SCH DR LASZIO NAGY DIV OF ENDOCRINOLOGY DIABETES AND METABOLISM 30,000
BALINT BORDACS

GEORGETOWN UNIVERSITY 37TH AND O ST
WASHINGTON,DC20057 		  I SCHOLARSHIP MASTER OF LAW PROGRAM INTERNATIONAL BUSINESS AND ECONOMIC LAW 6,000
DR LAURA BOKOR

DANA FARBER CAN INST 44 BINNEY ST
BOSTON,MA02115 		  I SCHOLARSHIP RESEARCHER WITH DR EVANNA MILLS DEPT OF CANCER IMMUNOLOGY VIROLOGY 30,000
DR ARON DEMOVICS

UNIVERSITY OF IL CHIC 1853 W POLK
ST
CHICAGO,IL60612 		  I SCHOLARSHIP DR KARA VALLI-NAGY COLLEGE OF MEDICINE DEPT OF PATHOLOGY 30,000
KRISZTINA GULA

UNIVERSITY OF CA BERKLEY
BERKELEY,CA94079 		  I SCHOLARSHIP SCHOOL OF LAW VISITING STUDENT RESEARCHER 2,500
VENCEL JUHASZ

HARVARD MED SCH A-111 25 SHATTUCK
ST
BOSTON,MA02115 		  I SCHOLARSHIP TO RESEARCH WITH DR TOMAS NEIMAN CARDIO-ONCOLOGY PROGRAM VASCULAR IMAGING 21,000
FANNI KADAR

NORTHEASTERN UNIV 360 HINTINGTON
AVE
BOSTON,MA02115 		  I SCHOLARSHIP PROFESSOR SIPAHI IN THE COLLEGE OF ENGINEERING DEPT OF MECHIN AND INDUSTRIAL ENG 15,000
DR GERGEY KOMLOSI

NYU LANGONE HEALTH 5500 FIRST AVE
NEW YORK,NY10016 		  I SCHOLARSHIP PROF GYOGY BUZAKI IN NEUROSCIENCE PHYSIOLOGY AND NEUROLOGY DEPT 30,000
DR GERGELY LENDAI

UNIV OF RICHMOND 410 WESTHAMPTON
WAY
RICHMOND,VA23173 		  I SCHOLARSHIP PROF MARI LEE MIFSUD DEPT OF REHTORIZ AND COMMUNICATION STUDIES 15,000
GYULA MUSKOVICS

NEW YORK UNIV 1/2 FIFTH AVE
NEW YORK,NY10003 		  I SCHOLARSHIP AS VISITING STUDENT RESEARCHER NICHOLAS J MARTIN 15,000
IVAN LASZLO NAGY

COLUMBIA JOURNAL SCH 2950 BROADWAY
NEW YORK,NY10027 		  I SCHOLARSHIP ADMISSION MASTER OF ARTS PROGRAM 22,500
ALMOS OROSZ

PURDUE UNIV 701 W STADIUM AVE
WEST LAFAYETTE,IN47907 		  I SCHOLARSHIP PROF ZOLTAN NAGY DAVIDSON SCHOOL OF ENGINEERING 21,000
PATRIK PORDI

UNIVERSITY OF MARYLAND
COLLEGE PARK,MD27422 		  I SCHOLARSHIP FOR PROFESSIONAL MASTER OF ENGINEERING IN ROBOTICS PROGRAM 6,000
AANETT RITLI

NEW YORK UNIV 50 W 4TH ST
NEW YORK,NY10012 		  I SCHOLARSHIP FOR 2 YEAR PROGRAM STEINHARDT'S VISUAL ARTS ADMINISTRATION 10,000
DR FANNI SANTA

ULCA 405 HILGARD AVE
LOS ANGELES,CA90095 		  I SCHOLARSHIP PROFESSOR JOHN K LEE IN DEPT OF MEDICINE DIVISION OF HEMATOLOGY ONCOLOGY 20,000
ANDI SCHMEID

COLUMBIA UNIVERSITY 535 W 116TH ST
NEW YORK,NY10027 		  I SCHOLARSHIP PROF KATE ARCHER GRADUATE SCHOOL OF BUSINESS ARCHITECTURE PLANNING AND PRESERVATION 20,000
MARTON SIMON

ROCKEFELLER UNIV 1230 YORK AVE
NEW YORK,NY10065 		  I SCHOLARSHIP PROFESSOR JUE CHEN LABORATORYANE BIOPHYSICS AND BIOLOGY 14,000
BORBOLA SZEDMAK

UNIVERSITY OF CA BERKLEY
BERKELEY,CA94709 		  I SCHOLARSHIP PROFESSOR DAVID TEECE IN TUSHER CENTER FOR MANAGEMENT OF INTELLECTUAL CAPITAL 21,000
LILI TOTH

BARD COLLEGE 30 CAMPUS RD
ANNANDALEONHUDSON,NY125045000 		  I SCHOLARSHIP FOR MASTERS OF ARTS IN CURATORIAL STUDIES 6,000
ZOLTON TOTH

WASHINGTON UNIV 1 BROOKINGS DR
ST LOUIS,MO63130 		  I SCHOLARSHIP DR SUSAN MCKINNON DEPT OF SURGERY 7,500
ILLES VOROS

UNIVERSITY OF MICHIGAN 2350 HAYWARD
ST
ANN ARBOR,MI48109 		  I SCHOLARSHIP FOR VISITING RESEARCHER PROF GABOR OROSZ DEPT OF MECHANICAL ENGINEERING 21,000

GATEWAY COMMUNITY COLLEGE
1202 W THOMAS RD
PHOENIX,AZ85013 		    COLLEGE PROMISE SCHOLARSHIPS 2,500
Total ................................. right arrow 3b 680,797
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    03 43,320  
4 Dividends and interest from securities ....     03 76,514  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 110000 14,670      
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 110000 0      
8 Gain or (loss) from sales of assets other than
inventory ............ 		    03 19,170  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 835 139,004 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
139,839
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 INVESTMENT AND INTEREST INCOME IS USED FOR SCHOLARSHIPS AND GRANTS
7 INVESTMENT RENTAL INCOME DEBT FINANCED
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ROSZTOCZY FOUNDATION
 
Employer identification number

72-1583507
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ROSZTOCZY FOUNDATION
  		Employer identification number
72-1583507
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DIANE ROSZTOCZY
1010 ACACIA CIRCLE
 
LITCHFIELD PARK, AZ85340

$ 756,565


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THOMAS ROSZTOCZY
4706 N LITCHFILED KNOLL
 
LITCHFIELD PARK, AZ85340

$ 400,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ROBERT ROSZTOCZY
1111 ORO VISTA
 
LITCHFIELD PARK, AZ85340

$ 25,600


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
EDWARD ROSZTOCZY
1006 ACACIA CIRCLE
 
LITCHFIELD PARK, AZ85340

$ 72,233


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
STEPHANIE JACKSON
405 E BIRD LANE
 
LITCHFIELD PARK, AZ85340

$ 21,376


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
THOMAS THOMPSON
21620 W PALO BREA CIRCLE
 
BUCKEYE, AZ85396

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
ROSZTOCZY FOUNDATION
  		Employer identification number
72-1583507
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
ARIZONA MACHINERY LLC
 
11111 W MCDOWELL RD
 
AVONDALE, AZ85392

$ 2,421,135


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ROSZTOCZY FOUNDATION
  		Employer identification number

72-1583507
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ROSZTOCZY FOUNDATION
  		Employer identification number

72-1583507
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,600 0   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
GAIN LOSS ON HIGH PLAINS 2023-06 PURCHASED 2023-12   2,715   COST 0 2,715  
GAIN LOSS ON SCHWAB 2023-06 PURCHASED 2023-12   16,455   COST 0 16,455  

TY 2023 InvestmentsLandSchedule2
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FARM GROUND 1,704,958 0 1,704,958  

TY 2023 LegalFeesSchedule
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 180 0   0


TY 2023 OtherAssetsSchedule
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN STOTZ FARMS 60,641 101,405 101,405
INVESTMENT IN HIGH PLAINS BANKING 1,014,880 1,075,259 1,075,259
INVESTMENT IN AZ UTAH PARTNERS 349,981 120,440 120,440
INVESTMENT IN PHOENIX VAN BUREN 551,763 537,499 537,499
INVESTMENT IN PHX JACKSON 226,781 198,897 198,897
INVESTMENT SCHWAB MARINER MAS 12 MAS 23 200,044 5,461,672 5,461,672


TY 2023 OtherExpensesSchedule
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 16,411 0   0
OFFICE SUPPLIES 34 0   0
BANK FEES 51 0   0


TY 2023 OtherIncomeSchedule2
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PTE K-1 RR -4,428 -4,428 -4,428
PTE K-1 TR -182,377 -182,377 -182,377
PTE K-1 HIGH PLAINS BANK 120,971 120,971 120,971
PTE K-1 RR RENTAL 1,637 1,637 1,637
STOTZ FARMS INC -42,493 -42,493 -42,493
PTE K-1 LTCG 92,855 92,855 92,855


TY 2023 OtherIncreasesSchedule
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Description Amount
UNREALIZED GAIN LOSS FOR INVESTMENT CHANGES 54,658


TY 2023 SubstantialContributorsSch
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Name Address
DIANE ROSZTOCZY 1010 ACACIA CIRCLE
LITCHFIELD PARK,AZ85340
THOMAS ROSZTOCZY 4706 N LITCHFIELD KNOLL
LITCHFIELD PARK,AZ85340
ROBERT ROSZTOCZY 1111 ORO VISTA
LITCHFIELD PARK,AZ85340
EDWARD ROSZTOCZY 1006 ACACIA CIRCLE
LITCHFIELD PARK,AZ85340
STEFI MCGEORGE 405 E BIRD LANE
LITCHFIELD PARK,AZ85340
ARIZONA MACHINERY LLC
  		11111 W MCDOWELL RD
AVONDALE,AZ85392


TY 2023 TaxesSchedule
Name:
ROSZTOCZY FOUNDATION
EIN:
72-1583507
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX DUE 17,485 0   0
PROPERTY TAXES 10,830 10,830   0