John a Kozel Charitable Trust

BISMARCK, ND EIN: 36-3412610

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

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

8states

Cities

ArvadaBaltimoreBismarckChamberlainDawsonFargoFort YatesFt YatesHagerstownMandanOaklandSt PaulTopekaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$22K$29K20202021202220232024
Metric202420232022
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

$0$6K$12K$18K$25K19 grants202019 grants202118 grants202212 grants202321 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MINISTRY ON THE MARGINS$1KAMENSTY INRERNATIONAL$1KST BERNARD MISSION SCHOOL$1KST JOSEPH INDIAN SCHOOL$1KCATHOLIC RELIEF SERVICES$1KCENTRAL DAKOTA HUMANE SO…$1KDOCTORS WITHOUT BORDERS …$1KFURRY FRIENDS ROCKIN RES…$1KHEARTVIEW FOUNDATION$1KDREAM CENTER BISMARCK$1K

Grant Size Distribution

89 grants across all recorded years

89<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM J KOZELTRUSTEE
LISA KOZELTRUSTEE

Related Funders

Similar funders by location and focus area

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

What could you do with John a Kozel Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities