Helen & Bernard Kozloff Family
Helen & Bernard Kozloff Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $63K. Net investment income was $80K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+1.5% YoY
Annual Giving
$63K
+28.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$63K
+28.0% YoY
Under IRS private-foundation payout rules, Helen & Bernard Kozloff Family reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen & Bernard Kozloff Family
Based on IRS filings
Helen & Bernard Kozloff Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $63K. Net investment income was $80K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,118,011 | $1,101,416 | $1,165,687 |
| Revenue | $90,097 | $-4,900 | $25,142 |
| Expenses | $73,502 | $59,371 | $60,412 |
| Qualifying Distributions | $63,480 | $49,600 | $47,500 |
| Net Investment Income | $79,600 | $25,708 | $22,687 |
| Distributable Amount | $59,106 | $57,674 | $58,230 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached ($63,480).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED CHICAGO, IL | EDUCATIONAL | $63,480 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK KOZLOFF | PRES/MEMBER | — | — |
| GALE KOZLOFF | MEMBER | — | — |
| ROBERT M LAKIN | DIRECTOR | — | — |
| MATTHEW S KOZLOFF | MEMBER | — | — |
| LARA KOZLOFF | SECRETARY/TR | — | — |
| SAMANTHA KOZLOFF | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen & Bernard Kozloff Family?
Helen & Bernard Kozloff Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $1.1M in total assets as of 2024.
How large is Helen & Bernard Kozloff Family?
As of 2024, Helen & Bernard Kozloff Family holds $1.1M in total assets with $90K in annual revenue. It awarded 1 grants totaling $63K in 2024.
Where does Helen & Bernard Kozloff Family operate?
Helen & Bernard Kozloff Family has awarded grants in Illinois.
What size grants does Helen & Bernard Kozloff Family award?
In 2024, Helen & Bernard Kozloff Family awarded 1 grants totaling $63K — an average of about $63K per grant, based on its IRS Form 990 filings.
How much is Helen & Bernard Kozloff Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen & Bernard Kozloff Family reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen & Bernard Kozloff Family's EIN?
Helen & Bernard Kozloff Family's EIN (Employer Identification Number) is 32-0081700. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.