John a Kozel Charitable Trust
The John a Kozel Charitable Trust is a private foundation based in Bismarck, North Dakota. Its 2025 filing reports 21 grants totaling $20,100 to charitable organizations.
John a Kozel Charitable Trust at a glance
In short: John a Kozel Charitable Trust gave $20K across 21 grants in 2025 (avg $957.143), mostly in North Dakota. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,100
- +24.8% vs 2024
- Grants made (2025)
- 21
- +0.0% vs 2024
- Average grant
- $957
- +24.8% vs 2024
- Median grant
- $1,000
- Total assets
- $434,811
- -1.3% vs 2024
- New grantees (estimate)
- 5% first-time grantees (1 of 21, 2025; small sample)
- Primary geography
- North Dakota (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to John a Kozel Charitable Trust
- How to Apply
-
The filing says the trust does not restrict giving to preselected organizations. It accepts written applications only; the filing lists no restrictions on awards.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: William J Kozel
Mailing address: 5551 175Th Avenue Nw, Bismarck, ND 58503
Phone: (701) 258-4000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who John a Kozel Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Abused Adult Resource Center ($2K). Together the top 10 received $13K.
Grant Size Distribution
91 grants across all recorded years
The most common grant size was under $50K: 91 grants of 91 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 70% of grant dollars went to recipients in North Dakota, 10% to recipients in Washington, DC, 10% to Maryland, 5% to Colorado, and 5% to South Dakota.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Is John a Kozel Charitable Trust open to new grantees?
5%
first-time grantees, 2025
In 2025, 1 of 21 grantees (5%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $930. How we count
Medians: $2K first-time, $1K repeat.
- 95% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $16K (2024) to $25K (2020). In 2025 it made 21 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Abused Adult Resource Center Bismarck, ND | General Charitable Purposes | $1,500 |
| Aid Inc Mandan, ND | General Charitable Purposes | $1,500 |
| Amensty Intrernational Washington, DC | General Charitable Purposes | $1,500 |
| Heartview Foundation Bismarck, ND | General Charitable Purposes | $1,500 |
| Ministry on the Margins Bismarck, ND | General Charitable Purposes | $1,500 |
| Catholic Relief Services Baltimore, MD | General Charitable Purposes | $1,000 |
| Central Dakota Humane Society Mandan, ND | General Charitable Purposes | $1,000 |
| Doctors Without Borders USA Hagerstown, MD | General Charitable Purposes | $1,000 |
| Dream Center Bismarck Bismarck, ND | General Charitable Purposes | $1,000 |
| Furry Friends Rockin Rescue Bismarck, ND | General Charitable Purposes | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $434,811 | $15,633 | $21,530 | $20,100 | 21 | $20,100 | $14,203 | $21,454 |
| 2024 | $440,708 | $17,862 | $17,447 | $16,100 | 21 | $16,100 | $16,515 | $20,008 |
| 2023 | $440,293 | $18,920 | $18,373 | $16,600 | 12 | $16,600 | $12,743 | $20,513 |
| 2022 | $439,746 | $19,764 | $26,120 | $23,100 | 18 | $23,100 | $16,744 | $21,575 |
| 2021 | $446,102 | $21,784 | $25,034 | $23,600 | 19 | $23,600 | $20,350 | $22,256 |
| 2020 | $449,352 | $21,422 | $25,968 | $24,600 | 19 | — | $20,054 | $22,689 |
Under IRS private-foundation payout rules, John a Kozel Charitable Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included support for organizations with varied missions. For example, the Abused Adult Resource Center says it provides services to abused women and their children and raises awareness about domestic violence. Heartview Foundation describes itself as a provider of chemical dependency treatment and education, while AID INC says it assists working-poor households with needs such as housing, transportation, utilities, food, and medical care.
Other 2025 recipients included animal-welfare organizations: Central Dakota Humane Society says it cares for homeless, abandoned, and unwanted animals, and Furry Friends Rockin’ Rescue says it works to reduce pet homelessness and impound overcrowding through volunteer and foster networks. Dream Center Bismarck describes its work as connecting people to support and resources for immediate and long-term needs. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2025, the trust made 21 grants totaling $20,100. Grants ranged from $100 to $1,500, with a median grant of $1,000. The filing lists the purposes as “general charitable purposes.”
Among the largest grants were $1,500 each to Abused Adult Resource Center, AID INC, Amnesty International, Heartview Foundation, and Ministry on the Margins. Other listed grants included $1,000 each to Catholic Relief Services, Central Dakota Humane Society, Doctors Without Borders USA, Dream Center Bismarck, Furry Friends Rockin Rescue, Heaven’s Helper Soup Cafe, and San Alfonso Mission.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists William J Kozel and Lisa Kozel as trustees.
John a Kozel Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lisa Kozel
Trustee
On filings since 2020
No compensation reported
William J. Kozel
Trustee
On filings since 2020
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 John a Kozel Charitable Trust
How much does John a Kozel Charitable Trust give each year?
John a Kozel Charitable Trust gave $20K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 21 grants.
What is John a Kozel Charitable Trust's typical grant size?
John a Kozel Charitable Trust's median grant in 2025 was $1,000, and its average grant was $957, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John a Kozel Charitable Trust that year got $2K on average.
Where does John a Kozel Charitable Trust give grants?
John a Kozel Charitable Trust gives mostly in North Dakota: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (10%) and Maryland (10%). The most frequent recipient cities were Bismarck, ND (9 grants), Mandan, ND (2 grants) and Washington, DC (2 grants).
Does John a Kozel Charitable Trust give general operating support?
Yes: 100% of John a Kozel Charitable Trust's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are John a Kozel Charitable Trust's largest grantees?
John a Kozel Charitable Trust's largest 2025 grantees include Abused Adult Resource Center ($1,500), Aid Inc ($1,500) and Amensty Intrernational ($1,500), according to its 2025 IRS Form 990-PF. Together they received 22% of its itemized 2025 grant dollars.
How large is John a Kozel Charitable Trust?
John a Kozel Charitable Trust reported $435K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does John a Kozel Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for organizations with varied missions. For example, the Abused Adult Resource Center says it provides services to abused women and their children and raises awareness about domestic violence. See mission & focus areas ↑
How do I apply for a grant from John a Kozel Charitable Trust?
The filing says the trust does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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