Ann Lib And Bernard Kozel Family Foundation

Rochester, NY
Tax-exempt since April 1997
EIN: 16-1511792

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$39.2k (2023)

Expenses

$102k (2023)

Total Assets

$1.88M (2023)

Total Liabilities

$299k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Revenue

$39,231

Expenses

$101,685

Net Income

-$62,454

Net Assets

$1,583,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$52,099	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$12,868
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,882,837
Total Liabilities	$299,238
Net Assets	$1,583,599

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$286,455	$41,464
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0
Jayme Fund (Director)	$0	$0	$0
Benjamin Fund (Director)	$0	$0	$0
Ariel Stelzner (Director)	$0	$0	$0

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990

Filed on April 17, 2024

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Fiscal Year Ending June
2022

Revenue

$63,329

Expenses

$150,621

Net Income

-$87,292

Net Assets

$1,489,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$47,234	74.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$16,095	25.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,844,999
Total Liabilities	$355,659
Net Assets	$1,489,340

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$276,683	$27,903
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0
Jayme Fund (Director)	$0	$0	$0
Benjamin Fund (Director)	$0	$0	$0
Ariel Stelzner (Director)	$0	$0	$0

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990

Filed on April 10, 2023

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Fiscal Year Ending June
2021

Revenue

$198,711

Expenses

$98,943

Net Income

$99,768

Net Assets

$1,942,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$41,442	20.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$157,269	79.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,291,273
Total Liabilities	$348,310
Net Assets	$1,942,963

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$262,071	$25,443
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0
Jayme Fund (Director)	$0	$0	$0
Benjamin Fund (Director)	$0	$0	$0
Ariel Stelzner (Director)	$0	$0	$0

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990

Filed on April 14, 2022

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Fiscal Year Ending June
2020

Revenue

$156,120

Expenses

$425,088

Net Income

-$268,968

Net Assets

$1,516,027

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$48,349	31.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$107,771	69.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,828,763
Total Liabilities	$312,736
Net Assets	$1,516,027

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$254,171	$24,811
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0
Jayme Fund (Director)	$0	$0	$0
Benjamin Fund (Director)	$0	$0	$0
Ariel Stelzner (Director)	$0	$0	$0

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990

Filed on April 14, 2021

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Fiscal Year Ending June
2019

Revenue

$58,228

Expenses

$139,707

Net Income

-$81,479

Net Assets

$1,856,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$49,114	84.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,114	15.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,899,854
Total Liabilities	$43,295
Net Assets	$1,856,559

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$227,998	$21,849
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0

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990

Filed on May 7, 2020

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Fiscal Year Ending June
2018

Revenue

$114,451

Expenses

$109,828

Net Income

$4,623

Net Assets

$1,862,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$47,080	41.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$67,371	58.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,877,550
Total Liabilities	$15,000
Net Assets	$1,862,550

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$235,200	$22,477
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0

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990

Filed on April 11, 2019

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Fiscal Year Ending June
2017

Revenue

$48,355

Expenses

$98,970

Net Income

-$50,615

Net Assets

$1,807,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$46,520	96.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,835	3.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,855,164
Total Liabilities	$47,962
Net Assets	$1,807,202

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$235,200	$22,357
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0

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990

Filed on April 17, 2018

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Fiscal Year Ending June
2016

Revenue

$52,321

Expenses

$88,186

Net Income

-$35,865

Net Assets

$1,717,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$52,321	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,859,577
Total Liabilities	$142,230
Net Assets	$1,717,347

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Meredith Dragon (Secretary)	$0	$0	$0
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0
Lawrence Fine (Secretary, Retired)	$0	$281,393	$26,197

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990

Filed on May 11, 2017

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Fiscal Year Ending June
2015

Revenue

$55,775

Expenses

$107,000

Net Income

-$51,225

Net Assets

$1,857,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,941	3.5%
Program Services	$0
Investment Income	$53,899	96.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$65
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,999,396
Total Liabilities	$142,230
Net Assets	$1,857,166

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Lawrence Fine (Secretary)	$0	$282,111	$25,573
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0

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990

Filed on May 13, 2016

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Fiscal Year Ending June
2014

Revenue

$39,456

Expenses

$319,673

Net Income

-$280,217

Net Assets

$1,902,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$51,607	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$12,151
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,129,362
Total Liabilities	$227,360
Net Assets	$1,902,002

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Goldstein (Director)	$0	$0	$0
Lawrence Fine (Secretary)	$0	$301,634	$25,085
Ilene Kozel (President)	$0	$0	$0
Barbara Kozel (Director)	$0	$0	$0
Ron Vonperlstein (Director)	$0	$0	$0

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990

Filed on May 14, 2015

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Fiscal Year Ending June
2013

Revenue

$123,491

Expenses

$80,453

Net Income

$43,038

Net Assets

$1,946,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$55,540	45.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$67,940	55.0%
Net Inventory Sales	$0
Other Revenue	$11	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,946,374
Total Liabilities	$0
Net Assets	$1,946,374

990

Filed on July 1, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$84,806

Expenses

$83,090

Net Income

$1,716

Net Assets

$1,868,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$56,640	66.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$28,166	33.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,868,803
Total Liabilities	$0
Net Assets	$1,868,803

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$220,702

Expenses

$78,059

Net Income

$142,643

Net Assets

$1,941,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$50,726	23.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$169,958	77.0%
Net Inventory Sales	$0
Other Revenue	$18	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,941,578
Total Liabilities	$0
Net Assets	$1,941,578

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated December 20, 2024

Ann Lib And Bernard Kozel Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $39.2k (2023)

Expenses $102k (2023)

Total Assets $1.88M (2023)

Total Liabilities $299k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

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Compensation

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Fiscal Year Ending June 2022

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Fiscal Year Ending June 2021

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Fiscal Year Ending June 2020

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Fiscal Year Ending June 2019

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Fiscal Year Ending June 2018

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Fiscal Year Ending June 2017

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Fiscal Year Ending June 2016

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Fiscal Year Ending June 2015

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Fiscal Year Ending June 2014

Extracted Financial Data

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Fiscal Year Ending June 2013

Extracted Financial Data

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990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2011

Revenue

$39.2k (2023)

Expenses

$102k (2023)

Total Assets

$1.88M (2023)

Total Liabilities

$299k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

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2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

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2014

Fiscal Year Ending June
2013

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2012

Fiscal Year Ending June
2011

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2010

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2009

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2008

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2007

Fiscal Year Ending June
2006

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2005

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2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002