John a Kozel Charitable Trust
John a Kozel Charitable Trust is a private foundation, based in BISMARCK, ND. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $441K in total assets. In 2024, it awarded 21 grants totaling $16K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$441K
+0.1% YoY
Annual Giving
$16K
-3.0% YoY
Grant Count
21
+75.0% YoY
Avg Grant Size
$766.667
-44.6% YoY
Under IRS private-foundation payout rules, John a Kozel Charitable Trust reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About John a Kozel Charitable Trust
Based on IRS filings
John a Kozel Charitable Trust is a private foundation, based in BISMARCK, ND. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $441K in total assets. In 2024, it awarded 21 grants totaling $16K. Net investment income was $17K.
Ready to take the next step with John a Kozel Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $440,708 | $440,293 | $439,746 |
| Revenue | $17,862 | $18,920 | $19,764 |
| Expenses | $17,447 | $18,373 | $26,120 |
| Qualifying Distributions | $16,100 | $16,600 | $23,100 |
| Net Investment Income | $16,515 | $12,743 | $16,744 |
| Distributable Amount | $20,008 | $20,513 | $21,575 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
89 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ministry on the Margins ($1,000), Amensty Inrernational ($1,000), St Bernard Mission School ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MINISTRY ON THE MARGINS BISMARCK, ND | GENERAL CHARITABLE PURPOSES | $1,000 |
| AMENSTY INRERNATIONAL WASHINGTON, DC | GENERAL CHARITABLE PURPOSES | $1,000 |
| ST BERNARD MISSION SCHOOL FORT YATES, ND | GENERAL CHARITABLE PURPOSES | $1,000 |
| ST JOSEPH INDIAN SCHOOL CHAMBERLAIN, SD | GENERAL CHARITABLE PURPOSES | $1,000 |
| WOMEN'S CARE CENTER BISMARCK, ND | GENERAL CHARITABLE PURPOSES | $500 |
| CATHOLIC RELIEF SERVICES BALTIMORE, MD | GENERAL CHARITABLE PURPOSES | $1,000 |
| CENTRAL DAKOTA HUMANE SOCIETY MANDAN, ND | GENERAL CHARITABLE PURPOSES | $1,000 |
| ZACH'S FOUNDATION FARGO, ND | GENERAL CHARITABLE PURPOSES | $500 |
| DOCTORS WITHOUT BORDERS USA HAGERSTOWN, MD | GENERAL CHARITABLE PURPOSES | $1,000 |
| FURRY FRIENDS ROCKIN RESCUE BISMARCK, ND | GENERAL CHARITABLE PURPOSES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM J KOZEL | TRUSTEE | — | — |
| LISA KOZEL | TRUSTEE | — | — |
Frequently Asked Questions
How large is John a Kozel Charitable Trust?
As of 2024, John a Kozel Charitable Trust holds $441K in total assets with $18K in annual revenue. It awarded 21 grants totaling $16K in 2024.
Where does John a Kozel Charitable Trust operate?
John a Kozel Charitable Trust has awarded grants in California, Colorado, District of Columbia, Kansas, Maryland, Minnesota, North Dakota, South Dakota.
What size grants does John a Kozel Charitable Trust award?
In 2024, John a Kozel Charitable Trust awarded 21 grants totaling $16K — an average of about $766.667 per grant, based on its IRS Form 990 filings.
How much is John a Kozel Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, John a Kozel Charitable Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John a Kozel Charitable Trust's EIN?
John a Kozel Charitable Trust's EIN (Employer Identification Number) is 36-3412610. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in John a Kozel Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Blue Cross Blue Shield of North Dakota Caring Foundation
FARGO, ND
Assets
$20.9M
Grants
256
Total Given
$860K
Aetna Foundation Inc
HARTFORD, CT
Assets
$16.6M
Grants
65
Total Given
$7.2M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Otto Bremer Trust
ST PAUL, MN
Assets
—
Grants
883
Total Given
$68.5M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
The Tom and Frances Leach Foundatio
BISMARCK, ND
Assets
—
Grants
69
Total Given
$2.0M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
Missouri Slope Areawide United Way
BISMARCK, ND
Assets
$7.4M
Grants
11
Total Given
$196K
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Xcel Energy Foundation
MINNEAPOLIS, MN
Assets
—
Grants
1,820
Total Given
$7.7M
More Funders in North Dakota
Data last updated April 2026. Sourced from IRS Form 990-PF filings.