Kohn-Joseloff Foundation Incorporated

Private foundation · Grantmaker Bloomfield, CT EIN: 13-6062846

The Kohn-Joseloff Foundation is a private foundation based in Bloomfield, Connecticut, that made grants to organizations in several states. Its 2023 filing is marked as a final return, and the foundation stated that it liquidated by distributing its assets to two new private foundations; it therefore appears to have wound down its grantmaking.

Key facts about Kohn-Joseloff Foundation Incorporated

In short: Kohn-Joseloff Foundation Incorporated gave $324K across 14 grants in 2023 (avg $23K), top state Florida. 43% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.

EIN
13-6062846
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$324,126
Grants made (2023)
14
Average grant
$23,152
Median grant
$3,750
New grantees (estimate)
43% first-time grantees (6 of 14, 2023)
Primary geography
Florida (47% of itemized 2023 grant dollars)
How to apply
The filing states that there was no formal application, that awards were limited to organizations qualifying under IRC 501(c)(3), and names Bernhard L. Full details ↓
Deadline
None was stated in the filing.

Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$324K

+158.5% YoY

Grant Count

14

-26.3% YoY

Avg Grant Size

$23K

+250.9% YoY

Is Kohn-Joseloff Foundation Incorporated open to new grantees?

43%

first-time grantees, 2023

In 2023, 6 of 14 grantees (43%) were first-time recipients. First grants averaged $40K; repeat grants $10K. How we count

Medians: $15K first-time, $2K repeat.

  • 43% of 2023 grantees were also funded in 2022. Method
  • Giving held roughly steady from 2020 to 2023 (+19%). Method
  • In 2022 it paid out 32% 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 (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing does not state a mission. Its 2023 grants included support for schools, a hospital, a theater, and other organizations. Naples Community Hospital described its mission as “helping everyone live a longer, happier, and healthier life.” Gulfshore Playhouse described its commitment to professional theater in Southwest Florida and an expanding education department. Cleveland Ballet described its mission as educating, creating, and presenting art in the form of dance.

Grantmaking

In 2023, the foundation reported 14 grants totaling $324,126. Grant amounts ranged from $300 to $137,063, with a median grant of $3,750. The largest listed grants were $137,063 to Kohn Joseloff Foundation in Miami Beach, Florida; $71,963 to Frezados Masius Rieger Foundation in Winnetka, Illinois; $61,000 to North Shore Country Day in Winnetka; and $25,000 to Loomis Chaffee School in Windsor, Connecticut. The filing states that the foundation does not restrict giving to preselected organizations.

Review Cycle

None was stated in the filing.

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Geographic Focus

Where this funder awards grants

The foundation’s 2023 grant dollars went primarily to recipients in Florida (47%) and Illinois (44%), with Connecticut receiving 8% and Ohio 1%.

Grant Distribution by State

9states

Share of 2023 grant dollars across all 14 itemized grants.

Cities

NaplesWinnetkaHartfordWest HartfordDhaker HeightsNew YorkChicagoEvanstonHighland ParkHoustonVirginia BeachWindsorBloomfieldClevelandLos AngelosMiami BeachSalisburySan JacintoSimsburySt. Louis

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K33 grants2020 21 grants2021 19 grants2022 14 grants2023

From 2020 to 2023, annual grant giving ranged from $125K (2022) to $324K (2023). In 2023 it made 14 grants totaling $324K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

Kohn Joseloff Foundation: $137KKohn Joseloff Foundation$137KFrezados Masius Rieger FD: $72KFrezados Masius Rieger FD$72KNorth Shore Country Day: $61KNorth Shore Country Day$61KLoomis Chafee School: $25KLoomis Chafee School$25KNaples Community Hospital: $8KNaples Community Hospital$8KWinnetka Comm House: $8KWinnetka Comm House$8KDavid Lawrence Centers: $5KDavid Lawrence Centers$5KArtis Naples: $3KArtis Naples$3KHyde Park Day School: $2KHyde Park Day School$2KGulfshore Playhouse: $1KGulfshore Playhouse$1K

The largest 2023 recipient was Kohn Joseloff Foundation ($137K). Together the top 10 received $321K.

Grant Size Distribution

87 grants across all recorded years

80<$50K5$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 80 grants of 87 (92%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Kohn Joseloff Foundation Miami Beach, FLGeneral$137,063
Frezados Masius Rieger FD Winnetka, ILGeneral$71,963
North Shore Country Day Winnetka, ILGeneral$61,000
Loomis Chafee School Windsor, CTGeneral$25,000
Naples Community Hospital Naples, FLGeneral$7,500
Winnetka Comm House Winnetka, ILGeneral$7,500
David Lawrence Centers Naples, FLGeneral$5,000
Artis Naples Naples, FLGeneral$2,500
Hyde Park Day School Chicago, ILGeneral$2,000
Gulfshore Playhouse Naples, FLGeneral$1,200

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2023 Not stated $62,809 $385,853 $324,126
2022 $6,340,859 $116,764 $220,937 $125,375
2021 $6,445,032 $114,344 $270,818 $218,525

The 2023 filing states that the foundation distributed all its assets to two new private foundations, with approximately $4 million in fair market value distributed to each.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023
Metric202320222021
Total Assets—$6,340,859$6,445,032
Revenue$62,809$116,764$114,344
Expenses$385,853$220,937$270,818
Qualifying Distributions$326,571$127,600$220,750
Net Investment Income$32,930$47,404$94,072
Distributable Amount—$393,436$414,625

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 20, 2023)
  2. IRS filings on file for fiscal years 2020–2023

Leadership & Key People

Leadership team and compensation from IRS filings

The 2023 filing listed Bernhard Kohn Jr. as president; Kathryn K. Rieger as vice president; and Bernhard L. Kohn III, Elizabeth A. Kohn, and Kimberly Masius as directors.

Kohn-Joseloff Foundation Incorporated is led by Bernhard Kohn Jr., President on every filing since 2020; none of the 5 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Bernhard Kohn Jr.

    President

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Bernhard L. Kohn III

    Director

    On filings since 2020

    No compensation reported

  • Elizabeth A. Kohn

    Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Kimberly Masius

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Kathryn K. Rieger

    Vice President

    On filings since 2020

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Bernhard L Kohn Jr
Mailing address: 10 Schuyler Lane, Bloomfield, CT 06002
Phone: (860) 728-3624

Frequently asked questions about Kohn-Joseloff Foundation Incorporated

How much does Kohn-Joseloff Foundation Incorporated give each year?

Kohn-Joseloff Foundation Incorporated gave $324K across 14 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $125K across 19 grants.

What is Kohn-Joseloff Foundation Incorporated's typical grant size?

Kohn-Joseloff Foundation Incorporated's median grant in 2023 was $3,750, and its average grant was $23,152, across 14 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Kohn-Joseloff Foundation Incorporated that year got $40K on average.

Where does Kohn-Joseloff Foundation Incorporated give grants?

Kohn-Joseloff Foundation Incorporated's top state is Florida, with 47% of the grant dollars itemized on its 2023 IRS Form 990-PF. The next largest states were Illinois (44%) and Connecticut (8%). The most frequent recipient cities were Winnetka, IL (4 grants) and Naples, FL (4 grants).

Does Kohn-Joseloff Foundation Incorporated give general operating support?

Yes: 100% of Kohn-Joseloff Foundation Incorporated's 2023 grants with a stated purpose (14 of 14) were for general or operating support, per its 2023 IRS Form 990-PF.

Who are Kohn-Joseloff Foundation Incorporated's largest grantees?

Kohn-Joseloff Foundation Incorporated's largest 2023 grantees include Kohn Joseloff Foundation ($137,063), Frezados Masius Rieger FD ($71,963) and North Shore Country Day ($61,000), according to its 2023 IRS Form 990-PF. Together they received 83% of its itemized 2023 grant dollars.

What does Kohn-Joseloff Foundation Incorporated fund?

The foundation’s filing does not state a mission. Its 2023 grants included support for schools, a hospital, a theater, and other organizations. Naples Community Hospital described its mission as “helping everyone live a longer, happier, and healthier life.” See mission & focus areas ↑

How do I apply for a grant from Kohn-Joseloff Foundation Incorporated?

The filing states that there was no formal application, that awards were limited to organizations qualifying under IRC 501(c)(3), and names Bernhard L. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Kohn-Joseloff Foundation Incorporated's EIN?

Kohn-Joseloff Foundation Incorporated's EIN (Employer Identification Number) is 13-6062846. IRS Form 990 filing data is available on this page for 2020–2023.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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