Helen And Bernard Kozloff Family Foundation

Chicago, IL
Tax-exempt since July 2003
EIN: 32-0081700

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$90.1k (2024)

Expenses

$73.5k (2024)

Total Assets

$1.12M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$90,097

Expenses

$73,502

Net Income

$16,595

Net Assets

$1,118,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.6%
Interest Revenue	$0
Dividends	$30,540	33.9%
Sales of Assets	$59,057	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,480	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,118,011
Total Liabilities	$0
Net Assets	$1,118,011

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (Pres/Member)	$0	$0
Gale Kozloff (Member)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Member)	$0	$0
Lara Kozloff (Secretary/Tr)	$0	$0
Samantha Kozloff (Director)	$0	$0

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990-PF

Filed on April 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$4,900

Expenses

$59,371

Net Income

-$64,271

Net Assets

$1,101,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,806
Sales of Assets	-$35,706
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,600	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,101,416
Total Liabilities	$0
Net Assets	$1,101,416

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (Pres/Member)	$0	$0
Gale Kozloff (Member)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Member)	$0	$0
Lara Kozloff (Secretary/Tr)	$0	$0
Samantha Kozloff (Director)	$0	$0

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990-PF

Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$25,142

Expenses

$60,412

Net Income

-$35,270

Net Assets

$1,165,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,922	> 100%
Sales of Assets	-$6,780
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,500	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,165,687
Total Liabilities	$0
Net Assets	$1,165,687

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (Pres/Member)	$0	$0
Gale Kozloff (Member)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Member)	$0	$0
Lara Kozloff (Secretary/Tr)	$0	$0
Samantha Kozloff (Director)	$0	$0

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990-PF

Filed on May 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$255,944

Expenses

$57,722

Net Income

$198,222

Net Assets

$1,200,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,312	10.3%
Sales of Assets	$229,632	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	72.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,200,957
Total Liabilities	$0
Net Assets	$1,200,957

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (Pres/Member)	$0	$0
Gale Kozloff (Member)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Member)	$0	$0
Lara Kozloff (Secretary/Tr)	$0	$0
Samantha Kozloff (Director)	$0	$0

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990-PF

Filed on May 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$265,122

Expenses

$182,669

Net Income

$82,453

Net Assets

$1,002,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,292	26.1%
Sales of Assets	$195,830	73.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,550	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,734
Total Liabilities	$1
Net Assets	$1,002,733

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (Pres/Member)	$0	$0
Gale Kozloff (Member)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Member)	$0	$0
Lara Kozloff (Secretary/Tr)	$0	$0
Samantha Kozloff (Director)	$0	$0

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990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$170,801

Expenses

$189,256

Net Income

-$18,455

Net Assets

$2,148,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,470	18.4%
Sales of Assets	$103,574	60.6%
Other Income	$35,757	20.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,260	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,148,921
Total Liabilities	$1
Net Assets	$2,148,920

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (President)	$0	$0
Denise Kozloff Alfassa (Secretary)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Vice Preside)	$0	$0

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990-PF

Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$280,001

Expenses

$147,633

Net Income

$132,368

Net Assets

$2,147,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,639	17.4%
Sales of Assets	$231,362	82.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,100	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,147,921
Total Liabilities	$0
Net Assets	$2,147,921

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (President)	$0	$0
Denise Kozloff Alfassa (Secretary)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Vice Preside)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$131,745

Expenses

$159,342

Net Income

-$27,597

Net Assets

$2,044,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,088	63.1%
Sales of Assets	$48,657	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,295	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,044,498
Total Liabilities	$0
Net Assets	$2,044,498

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (President)	$0	$0
Denise Kozloff Alfassa (Secretary)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Vice Preside)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$209,950

Expenses

$190,489

Net Income

$19,461

Net Assets

$2,044,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,595	41.7%
Sales of Assets	$122,355	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,050	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,044,391
Total Liabilities	$0
Net Assets	$2,044,391

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (President)	$0	$0
Denise Kozloff Alfassa (Secretary)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Vice President)	$0	$0

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990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$181,762

Expenses

$188,503

Net Income

-$6,741

Net Assets

$1,879,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,758	68.1%
Sales of Assets	$58,004	31.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,473	81.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,879,946
Total Liabilities	$0
Net Assets	$1,879,946

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$236,739

Expenses

$159,758

Net Income

$76,981

Net Assets

$2,024,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$129,212	54.6%
Sales of Assets	$107,527	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,240	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,024,185
Total Liabilities	$0
Net Assets	$2,024,185

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$193,656

Expenses

$162,348

Net Income

$31,308

Net Assets

$1,992,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,806	47.9%
Sales of Assets	$100,850	52.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,700	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,992,884
Total Liabilities	$0
Net Assets	$1,992,884

Compensation

Key Employees and Officers	Compensation	Other
Mark Kozloff (President)	$0	$0
Denise Kozloff Alfassa (Secretary)	$0	$0
Robert M Lakin (Director)	$0	$0
Matthew S Kozloff (Vice President)	$0	$0

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990-PF

Filed on May 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$150,528

Expenses

$144,766

Net Income

$5,762

Net Assets

$1,983,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,417	64.1%
Sales of Assets	$54,111	35.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,600	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,983,642
Total Liabilities	$0
Net Assets	$1,983,642

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$177,070

Expenses

$176,264

Net Income

$806

Net Assets

$1,949,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,636	66.4%
Sales of Assets	$59,434	33.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,300	63.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,949,753
Total Liabilities	$0
Net Assets	$1,949,753

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Helen And Bernard Kozloff Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $90.1k (2024)

Expenses $73.5k (2024)

Total Assets $1.12M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$90.1k (2024)

Expenses

$73.5k (2024)

Total Assets

$1.12M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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