Ann Lib and Bernard Kozel

Public charity · Grantmaker Rochester, NY EIN: 16-1511792

Grants to promote jewish life and security.

Key facts about Ann Lib and Bernard Kozel

In short: Ann Lib and Bernard Kozel gave $87K across 2 grants in 2025 (avg $43K), mostly in New York. Source: 2025 IRS Form 990.

EIN
16-1511792
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$86,800
Grants made (2025)
2
Average grant
$43,400
Median grant
$43,400
Total assets
$2,081,272
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$2.1M

+5.9% YoY

Annual Giving

$87K

+44.7% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$43K

-27.7% YoY

How Ann Lib and Bernard Kozel gives

  • Giving fell 22% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Ann Lib and Bernard Kozel

Based on IRS filings

Ann Lib and Bernard Kozel is a public charity, based in Rochester, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 2 grants totaling $87K. Net investment income was $127K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

RochesterNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K4 grants2020 1 grant2021 2 grants2022 1 grant2023 1 grant2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $60K (2024) to $433K (2020). In 2025 it made 2 grants totaling $87K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Jewish Community Federation of Greater Rochester NY Inc: $77KJewish Community Federation ofGreater Rochester NY Inc$77KHadassah: $10KHadassah$10K

The largest 2025 recipient was Jewish Community Federation of Greater Rochester NY Inc ($77K). Together the top 2 received $87K.

Grant Size Distribution

7 grants across all recorded years

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

The most common grant size was in the $50–100K range: 5 grants of 7 (71%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Community Federation of Greater Rochester NY Inc Rochester, NYAnnual Campaign and Israel Emergency Campaign$76,800
Hadassah New York, NYGeneral Gift$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,081,272$1,965,516$1,882,837
Revenue$127,177$91,171$39,231
Expenses$100,022$75,378$101,685
Net Investment Income$127,177$91,171$39,231

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Ann Lib and Bernard Kozel is led by Ilene Kozel, President on every filing since 2020; none of the 10 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Ilene Kozel

    President

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Ariel Stelzner

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Barbara Kozel

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Benjamin Fund

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Jayme Fund

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Richard Goldstein

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Ron Vonperlstein

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Barbara Orenstein-Present

    Director

    New on the 2025 filing

    0.5 hrs/week

    No compensation reported

  • Roberta Feldman

    Director

    New on the 2025 filing

    0.5 hrs/week

    No compensation reported

  • Meredith Dragon

    Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Ann Lib and Bernard Kozel

How much does Ann Lib and Bernard Kozel give each year?

Ann Lib and Bernard Kozel gave $87K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $60K across 1 grant.

How large is Ann Lib and Bernard Kozel?

Ann Lib and Bernard Kozel reported $2.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $127K.

Where does Ann Lib and Bernard Kozel operate?

Ann Lib and Bernard Kozel has awarded grants in New York.

What is Ann Lib and Bernard Kozel's EIN?

Ann Lib and Bernard Kozel's EIN (Employer Identification Number) is 16-1511792. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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