The Koz Foundation

DALLAS, TX EIN: 87-0973578

The Koz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $13.9M in total assets. In 2024, it awarded 42 grants totaling $894K. Net investment income was $1.3M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.9M

+8.3% YoY

Annual Giving

$894K

+48.6% YoY

Grant Count

42

+61.5% YoY

Avg Grant Size

$21K

-8.0% YoY

Under IRS private-foundation payout rules, The Koz Foundation reported a distributable amount of $826K for 2024 — the minimum it must pay out in qualifying distributions.

About The Koz Foundation

Based on IRS filings

The Koz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $13.9M in total assets. In 2024, it awarded 42 grants totaling $894K. Net investment income was $1.3M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AddisonBostonDallasDentonFarmers BranchKilgoreLos AngelesMckinneyNotre Dame

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$9M$14M$18M2021202220232024
Metric202420232022
Total Assets$13,861,023$12,802,292$12,230,319
Revenue$2,499,714$1,206,490$16,407,105
Expenses$1,385,737$1,013,721$85,639
Qualifying Distributions$1,083,990$691,851$24,858
Net Investment Income$1,343,348$236,641$4,656,645
Distributable Amount$826,443$710,877$251,812

Giving Over Time

Total grant dollars and number of grants per year

$0$224K$447K$671K$894K0 grants20212 grants202226 grants202342 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NASHER SCULPTURE CENTER …$75KDALLAS BLACK DANCE THEATRE$50KHUGS CAF INC$50KMETROCARE$50KOUTLOUD DALLAS$42KHARVARD TH CHAN SCHOOL O…$40KBIG THOUGHT$30KDALLAS THEATER CENTER$30KCOMMUNITIES IN SCHOOLS O…$25KCOMMUNITY DOES IT$25K

Grant Size Distribution

70 grants across all recorded years

60<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Nasher Sculpture Center Operating Endowment Fund ($75,000), Dallas Black Dance Theatre ($50,000), Hugs Caf Inc ($50,000).

RecipientPurposeAmount
BIG THOUGHT DALLAS, TXBIG THOUGHT'S CREATIVE SOLUTIONS PROGRAM$30,000
CHARITABLE CONTRIBUTIONS FROM PASSTHROUGHS DALLAS, TXVARIOUS$46
COMMUNITIES FOUNDATION OF TEXAS DALLAS, TXNORTH TEXAS GIVING DAY 2024 - KOSMOS ART & TECH$10,400
COMMUNITIES IN SCHOOLS OF THE DALLAS REGION DALLAS, TXCASE MANAGEMENT AND MENTAL HEALTH SERVICES FOR STUDENTS OFFERED TO STUDENTS IN NORTH TEXAS$25,000
COMMUNITY DOES IT DALLAS, TXGENERAL OPERATING SUPPORT FOR COMMUNITY DOES IT$25,000
DALLAS BLACK DANCE THEATRE DALLAS, TXDALLAS BLACK DANCE ACADEMY GENERAL OPERATING$50,000
DALLAS CHILDREN'S THEATER DALLAS, TXPROGRAM SUPPORT FOR DALLAS CHILDREN'S THEATER'S 2024-25 SEASON$25,000
DALLAS MUSEUM OF ART DALLAS, TXARTS & LETTERS LIVE: 3-YEAR MULTI-YEAR GRANT$25,000
FRIENDS OF THE KATY TRAIL DALLAS, TXOPERATING AND KATY TRAIL ART FUNDS$25,000
GIRL SCOUTS OF NORTHEAST TEXAS DALLAS, TXMENTAL HEALTH AND WELLNESS PROGRAMMING FOR GIRLS$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CYNTHIA YUNG LEANOPRESIDENT$173K

From 2024 filing

NameTitleHoursCompensation
CYNTHIA YUNG LEANOPRESIDENT40$173,028
RACHEL HERSHTRUSTEE0.5
DANIEL HERSHTRUSTEE0.5
JULIE H KOSNIKTRUSTEE8

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Koz Foundation?

The Koz Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $13.9M in total assets as of 2024.

How large is The Koz Foundation?

As of 2024, The Koz Foundation holds $13.9M in total assets with $2.5M in annual revenue. It awarded 42 grants totaling $894K in 2024.

Where does The Koz Foundation operate?

The Koz Foundation has awarded grants in California, Indiana, Massachusetts, Texas.

What size grants does The Koz Foundation award?

In 2024, The Koz Foundation awarded 42 grants totaling $894K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is The Koz Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Koz Foundation reported a distributable amount of $826K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Koz Foundation's EIN?

The Koz Foundation's EIN (Employer Identification Number) is 87-0973578. IRS Form 990 filing data is available on this page for 2021–2024.

Explore Open Grants

Browse active grant opportunities in The Koz Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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