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Nonprofiteer
← ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION.

Totals

Total revenue
$91,171
Total expenses
$75,378
Contributions and grants received
$0
Grants paid
$61,000
Program service revenue
$0
Investment income
$91,171
Other revenue
$0
Total assets, end of year
$1,965,516
Total liabilities, end of year
$231,200
Net assets or fund balances, end of year
$1,734,316
Program services expenses (Part IX)
$61,000
Management and general expenses
$14,378
Fundraising expenses
$0
Program service expenses (Part III)
$61,000

Program services were 80.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RICHARD GOLDSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MEREDITH DRAGON

    SECRETARY

    Total calculated
    $323,665
    From this org
    $0
    From related orgs
    $292,778
    Other
    $30,887
    Hours/week
    0.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,778 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,824 related
    Nontaxable benefits
    $0 + $5,063 related
    Filer's total
    $0 + $323,665 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
2023
Filed
22 February 2025
IRS schema version
2023v6.0
Source object
202500699349300730

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