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← ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION.

Totals

Total revenue
$39,231
Total expenses
$101,685
Contributions and grants received
$0
Grants paid
$90,000
Program service revenue
$0
Investment income
$39,231
Other revenue
$0
Total assets, end of year
$1,882,837
Total liabilities, end of year
$299,238
Net assets or fund balances, end of year
$1,583,599
Program services expenses (Part IX)
$90,000
Management and general expenses
$11,685
Fundraising expenses
$0
Program service expenses (Part III)
$90,000

Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $52,099 · excluded $52,099

  • 7b · Less cost or other basis and sales expenses

    securities $12,868

  • 7c · Gain or loss

    securities -$12,868

  • 7d · Net gain or loss

    total -$12,868 · excluded -$12,868

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $90,000 · program services $90,000

  • 11f · Fees: investment management

    total $9,241 · management and general $9,241

  • 24a · Other expenses: MISCELLANEOUS

    total $1,865 · management and general $1,865

  • 24b · Other expenses: GRANTS PAYABLE DISCOUNT

    total $579 · management and general $579

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $19,476 · end of year $17,990

  • 11 · Investments: publicly traded securities

    beginning of year $1,825,523 · end of year $1,864,847

  • 18 · Grants payable

    beginning of year $355,659 · end of year $299,238

  • 27 · Net assets without donor restrictions

    beginning of year $1,489,340 · end of year $1,583,599

Mission and programs · 2022

Mission

GRANTS TO PROMOTE JEWISH LIFE AND SECURITY.

  • GRANTS WERE MADE TO PROMOTE CHANGES DETERMINED TO ENHANCE CREATIVE JEWISH LIFE AND SECURITY.

    Expenses $90,000 · Grants $90,000

As filed on the 2022 return.

Listed in Part VII

  • Richard Goldstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Meredith Dragon

    SECRETARY

    Total calculated
    $327,919
    From this org
    $0
    From related orgs
    $286,455
    Other
    $41,464
    Hours/week
    0.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,455 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,824 related
    Nontaxable benefits
    $0 + $15,640 related
    Filer's total
    $0 + $327,919 related

  • Ilene Kozel

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Barbara Kozel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ron Vonperlstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jayme Fund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Benjamin Fund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ariel Stelzner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
26 March 2024
IRS schema version
2022v5.0
Source object
202401089349302000

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