Ann Lib and Bernard Kozel

ROCHESTER, NY EIN: 16-1511792

GRANTS TO PROMOTE JEWISH LIFE AND SECURITY.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.0M

+4.4% YoY

Annual Giving

$60K

-33.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$60K

-33.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$117K$234K$351K$468K20202021202220232024
Metric202420232022
Total Assets$1,965,516$1,882,837$1,844,999
Revenue$91,171$39,231$63,329
Expenses$75,378$101,685$150,621
Qualifying Distributions
Net Investment Income$91,171$39,231$63,329
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$108K$217K$325K$433K4 grants20201 grants20212 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

JEWISH COMMUNITY FEDERAT…$60K

Grant Size Distribution

9 grants across all recorded years

2<$50K5$50–100K1$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Ann Lib and Bernard Kozel fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD GOLDSTEINDIRECTOR0.5
MEREDITH DRAGONSECRETARY0.5
ILENE KOZELPRESIDENT0.5
BARBARA KOZELDIRECTOR0.5
RON VONPERLSTEINDIRECTOR0.5
JAYME FUNDDIRECTOR0.5
BENJAMIN FUNDDIRECTOR0.5
ARIEL STELZNERDIRECTOR0.5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

New YorkRochester

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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