The Kozloff Family Charitable Trust is a private foundation based in Quakertown, Pennsylvania. Established in 1991, it operates as a family foundation with a focus on discretionary grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$38K
-51.3% YoY
Annual Giving
$424K
-8.7% YoY
Grant Count
41
-22.6% YoY
Avg Grant Size
$10K
+18.1% YoY
Under IRS private-foundation payout rules, Kozloff Family Charitable Trust reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust primarily funds at the donee's discretion. Its grantmaking focuses on education, philanthropy and voluntarism, and human services.
Grantmaking
The trust made 38 grants in its most recent fiscal year (2024). Grant amounts range from $300 to $167,500, with recent notable grants including:
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Geographic Focus
Where this funder awards grants
The trust's grantmaking extends primarily to Florida, New York, and Pennsylvania.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total assets: $38,140
- Total revenues: $380,099
- Total expenses: $420,269
- Total giving: $419,850
Year-over-year changes (2024 vs. 2023):
- Total grants and contributions decreased 24% (from $500,000 to $380,000)
- Investment income and dividends declined 88.8% (from $884 to $99)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $38,140 | $78,310 | $41,852 |
| Revenue | $380,099 | $500,884 | $400,065 |
| Expenses | $420,269 | $464,426 | $397,365 |
| Qualifying Distributions | $419,850 | $464,000 | $396,615 |
| Net Investment Income | — | $458 | — |
| Distributable Amount | $2,399 | $4,050 | $4,244 |
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
214 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation ($167,500), University of Pittsburgh ($40,000), Long Island University ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| KRAVIS CENTER WEST PALM BEACH, FL | DONEESDISCRETION | $12,500 |
| PROMISE FUND OF FLORIDA PALM BEACH, FL | DONEESDISCRETION | $5,000 |
| PALM BEACH OPERA WEST PALM BEACH, FL | DONEESDISCRETION | $3,500 |
| PALM BEACH SYNAGOGUE PALM BEACH, FL | DONEESDISCRETION | $13,600 |
| AMERICAN CANCER SOCIETY ATLANTA, GA | DONEESDISCRETION | $1,000 |
| TEMPLE EMANU-EL PALM BEACH, FL | DONEESDISCRETION | $2,600 |
| GLEN OAKS CLUB PHILANTHROPIC FUND OLD WESTBURY, NY | DONEESDISCRETION | $750 |
| PALM BEACH COUNTRY CLUB FOUNDATION PALM BEACH, FL | DONEESDISCRETION | $2,000 |
| REFORM CONGREGATION OHEB SHALOM WYOMISSING, PA | DONEESDISCRETION | $4,000 |
| HAWK MOUNTAIN COUNCIL - BSA READING, PA | DONEESDISCRETION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL J KOZLOFF | DIRECTOR | 1 | — |
| LAUREN SINROD | DIRECTOR | 1 | — |
Contact Information
Address: 625 E Broad Street, Quakertown, PA 18951-1713
Phone: 215-536-4220
EIN: 23-7680042
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Kozloff Family Charitable Trust fund?
The trust primarily funds at the donee's discretion. Its grantmaking focuses on education, philanthropy and voluntarism, and human services.
How do I apply for a grant from Kozloff Family Charitable Trust?
The trust made 38 grants in its most recent fiscal year (2024). Grant amounts range from $300 to $167,500, with recent notable grants including: • The Jewish Federations of North America (JFNA): $167,500 • University of Pittsburgh: $40,000 • Long Island University (LIU): $30,000 Total giving in 2024 was $419,850.
Where does Kozloff Family Charitable Trust make grants?
The trust's grantmaking extends primarily to Florida, New York, and Pennsylvania.
What size grants does Kozloff Family Charitable Trust award?
In 2024, Kozloff Family Charitable Trust awarded 41 grants totaling $424K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Kozloff Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kozloff Family Charitable Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Kozloff Family Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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