Ann Lib and Bernard Kozel
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was in the $50–100K range: 5 grants of 7 (71%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Community Federation of Greater Rochester NY Inc Rochester, NY | Annual Campaign and Israel Emergency Campaign | $76,800 |
| Hadassah New York, NY | General Gift | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
- 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.
Here's the math on researching Ann Lib and Bernard Kozel by hand.
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