Kozloff Family Charitable Trust

Foundation · Grantmaker Quakertown, PA EIN: 23-7680042
Religion

The KOZLOFF FAMILY CHARITABLE TRUST is a private foundation based in Quakertown, Pennsylvania. Its 2025 grants supported organizations including universities, charitable organizations, and health-related nonprofits.

Key facts about Kozloff Family Charitable Trust

In short: Kozloff Family Charitable Trust gave $499K across 36 grants in 2025 (avg $14K), mostly in New York. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
23-7680042
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$498,950
Grants made (2025)
36
Average grant
$13,860
Median grant
$5,000
New grantees (estimate)
31% first-time grantees (11 of 36, 2025)
Total assets
$88,686
Primary geography
New York (69% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; 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 2025 IRS Form 990-PF · View filing

Total Assets

$89K

+132.5% YoY

Annual Giving

$499K

+17.7% YoY

Grant Count

36

-12.2% YoY

Avg Grant Size

$14K

+34.1% YoY

Under IRS private-foundation payout rules, Kozloff Family Charitable Trust reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

Is Kozloff Family Charitable Trust open to new grantees?

31%

first-time grantees, 2025

In 2025, 11 of 36 grantees (31%) were first-time recipients. First grants averaged $11K; repeat grants $15K. How we count

Medians: $6K first-time, $5K repeat.

  • 67% of 2025 grantees were also funded in 2024. Method
  • Giving grew 26% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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.

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 show support for organizations working in areas such as higher education, cancer care, reproductive and sexual health, opera, and community assistance. These are examples of grantees’ work, not stated focus areas of the trust. For example, Long Island University describes its mission as providing access to private higher education and preparing students for meaningful lives and service. Promise Fund of Florida says it works to increase breast and cervical cancer survivorship through support and access to screening, detection, and treatment.

Grantmaking

In 2025, the trust made 36 grants totaling $498,950. Grant amounts ranged from $750 to $153,100, with a median of $5,000. The largest grants included $153,100 to Jewish Federation, $80,000 to Long Island University, $50,000 to NYU Langone, and $25,000 each to American Friends of Hebrew U and Palm Beach United Way. Other notable grants were $20,000 to Temple University’s Fox, $15,000 to Children of Fallen Patriots, and $10,000 each to the University of Pennsylvania, University of Pittsburgh, amfAR, Solomon Society, and Hospital for Special Surgery.

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Geographic Focus

Where this funder awards grants

In 2025, 69% of grant dollars went to recipients in New York, 16% to Florida, 9% to Pennsylvania, 3% to Virginia, and 1% to Idaho.

Grant Distribution by State

18states

Share of all 36 itemized 2025 grant dollars.

Cities

New YorkPalm BeachWest Palm BeachReadingWyomissingPhiladelphiaBoca RatonAtlantaOld WestburySalt Lake CityBethesdaJupiterSouthamptonCanadensisKnoxvilleMoscowNew Hyde ParkProvidenceWynnewoodAthens

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K38 grants202045 grants202140 grants202253 grants202341 grants202436 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Jewish Federation: $153KJewish Federation$153KLong Island University: $80KLong Island University$80KNYU Langone: $50KNYU Langone$50KAmerican Friends of Hebrew U: $25KAmerican Friends of Hebrew U$25KPalm Beach United Way: $25KPalm Beach United Way$25KTemple University's Fox: $20KTemple University's Fox$20KChildren of Fallen Patriots: $15KChildren of Fallen Patriots$15KUniversity of Pennsylvania: $10KUniversity of Pennsylvania$10KUniversity of Pittsburgh: $10KUniversity of Pittsburgh$10KAmfar: $10KAmfar$10K

Grant Size Distribution

215 grants across all recorded years

205<$50K7$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
JEWISH FEDERATION New York, NYDONEESDISCRETION$153,100
LONG ISLAND UNIVERSITY Brooklyn, NYDONEESDISCRETION$80,000
NYU LANGONE New York, NYDONEESDISCRETION$50,000
AMERICAN FRIENDS OF HEBREW U New York, NYDONEESDISCRETION$25,000
PALM BEACH UNITED WAY Palm Beach, FLDONEESDISCRETION$25,000
TEMPLE UNIVERSITY'S FOX Philadelphia, PADONEESDISCRETION$20,000
CHILDREN OF FALLEN PATRIOTS Reston, VADONEESDISCRETION$15,000
UNIVERSITY OF PENNSYLVANIA Philadelphia, PADONEESDISCRETION$10,000
UNIVERSITY OF PITTSBURGH Pittsburgh, PADONEESDISCRETION$10,000
AMFAR New York, NYDONEESDISCRETION$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2025 $498,950 36
2024 $423,850 41
2023 $464,000 53
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K202020212022202320242025
Metric202520242023
Total Assets$88,686$38,140$78,310
Revenue$550,029$380,099$500,884
Expenses$499,483$420,269$464,426
Qualifying Distributions$498,950$419,850$464,000
Net Investment Income——$458
Distributable Amount$2,956$2,399$4,050

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 26, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 3, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Paul J Kozloff and Lauren Sinrod as directors.

Kozloff Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Lauren Sinrod

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Paul J. Kozloff

    Director

    On filings since 2020

    1 hr/week

    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.

Contact

Mailing address: 625 E Broad Street, Quakertown, PA 18951
Phone: (215) 536-4220

Frequently asked questions about Kozloff Family Charitable Trust

How much does Kozloff Family Charitable Trust give each year?

Kozloff Family Charitable Trust gave $499K across 36 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $424K across 41 grants.

What is Kozloff Family Charitable Trust's typical grant size?

Kozloff Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $13,860, across 36 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Kozloff Family Charitable Trust that year got $11K on average.

Where does Kozloff Family Charitable Trust give grants?

Kozloff Family Charitable Trust gives mostly in New York: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (16%) and Pennsylvania (9%). The most frequent recipient cities were New York, NY (9 grants), Palm Beach, FL (8 grants), Reading, PA (3 grants) and Philadelphia, PA (2 grants).

Does Kozloff Family Charitable Trust give general operating support?

Not in 2025: none of the 36 grants with a stated purpose on Kozloff Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Doneesdiscretion" (36 grants).

Who are Kozloff Family Charitable Trust's largest grantees?

Kozloff Family Charitable Trust's largest 2025 grantees include Jewish Federation ($153,100), Long Island University ($80,000) and NYU Langone ($50,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.

How large is Kozloff Family Charitable Trust?

Kozloff Family Charitable Trust reported $89K in total assets on its 2025 IRS Form 990-PF. It paid out $499K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).

What does Kozloff Family Charitable Trust fund?

No mission statement for the trust is provided. Its 2025 grants show support for organizations working in areas such as higher education, cancer care, reproductive and sexual health, opera, and community assistance. These are examples of grantees’ work, not stated focus areas of the trust. For example, Long Island University describes its mission as providing access to private higher education and preparing students for meaningful lives and service. Promise Fund of Florida says it works to incr…

How do I apply for a grant from Kozloff Family Charitable Trust?

The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Kozloff Family Charitable Trust's EIN?

Kozloff Family Charitable Trust's EIN (Employer Identification Number) is 23-7680042. IRS Form 990 filing data is available on this page for 2020–2025.

Does Kozloff Family Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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