The Edward R and Elizabeth a Kozel
The Edward R and Elizabeth a Kozel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAFAYETTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 13 grants totaling $300K. Net investment income was $294K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.7M
-0.1% YoY
Annual Giving
$300K
+9.1% YoY
Grant Count
13
-7.1% YoY
Avg Grant Size
$23K
+17.5% YoY
Under IRS private-foundation payout rules, The Edward R and Elizabeth a Kozel reported a distributable amount of $283K for 2024 — the minimum it must pay out in qualifying distributions.
About The Edward R and Elizabeth a Kozel
Based on IRS filings
The Edward R and Elizabeth a Kozel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAFAYETTE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 13 grants totaling $300K. Net investment income was $294K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,683,729 | $4,688,021 | $4,375,787 |
| Revenue | $349,498 | $636,362 | $284,217 |
| Expenses | $353,790 | $324,128 | $238,336 |
| Qualifying Distributions | $300,000 | $275,000 | $210,000 |
| Net Investment Income | $293,964 | $264,983 | $255,981 |
| Distributable Amount | $283,348 | $268,180 | $249,035 |
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
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Food Bank of Contra Costa & Solano ($25,000), Loaves and Fishes ($25,000), Meals on Wheels of Contra Costa County ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FOOD BANK OF CONTRA COSTA & SOLANO CONCORD, CA | HUNGER RELIEF | $25,000 |
| LOAVES AND FISHES MARTINEZ, CA | AID TO THE SUFFERING | $25,000 |
| MEALS ON WHEELS OF CONTRA COSTA COUNTY MARTINEZ, CA | AID TO POOR AND SUFFERING | $25,000 |
| MONUMENT CRISIS CENTER CONCORD, CA | AID TO MARGINALIZED FAMILIES | $25,000 |
| OPEN HEART KITCHEN LIVERMORE, CA | HUNGER RELIEF | $25,000 |
| OPPORTUNITY JUNCTION ANTIOCH, CA | PROFESSIONAL JOB SUPPORT SERVICES | $20,000 |
| REDWOOD EMPIRE FOOD BANK SANTA ROSA, CA | HUNGER RELIEF | $25,000 |
| SWORDS TO PLOWSHARES SAN FRANCISCO, CA | FAMILY RESOURCE CENTER | $20,000 |
| TEAM RWB ATLANTA, GA | VETERAN SUPPORT SERVICES | $20,000 |
| WHITE PONY EXPRESS CONCORD, CA | HUNGER RELIEF | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KIM MARIE FOGARTY | DIRECTOR | 1 | — |
| STEPHEN J KOZEL | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Edward R and Elizabeth a Kozel?
The Edward R and Elizabeth a Kozel is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAFAYETTE, CA. It holds $4.7M in total assets as of 2024.
How large is The Edward R and Elizabeth a Kozel?
As of 2024, The Edward R and Elizabeth a Kozel holds $4.7M in total assets with $349K in annual revenue. It awarded 13 grants totaling $300K in 2024.
Where does The Edward R and Elizabeth a Kozel operate?
The Edward R and Elizabeth a Kozel has awarded grants in California, Georgia, Pennsylvania.
What size grants does The Edward R and Elizabeth a Kozel award?
In 2024, The Edward R and Elizabeth a Kozel awarded 13 grants totaling $300K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is The Edward R and Elizabeth a Kozel required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Edward R and Elizabeth a Kozel reported a distributable amount of $283K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Edward R and Elizabeth a Kozel's EIN?
The Edward R and Elizabeth a Kozel's EIN (Employer Identification Number) is 68-0454796. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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