Nonprofit · EIN 16-1511792
ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION
Tax-exempt · ROCHESTER, NY 14604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $127,177 | $100,022 | $27,155 | $2,081,272 | $240,000 | $1,841,272 |
| June 30, 2024 | 990 | $91,171 | $75,378 | $15,793 | $1,965,516 | $231,200 | $1,734,316 |
| June 30, 2023 | 990 | $39,231 | $101,685 | -$62,454 | $1,882,837 | $299,238 | $1,583,599 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $127,177
- Net gain from sales of assets
- $72,965
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $86,800
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $86,800
- Management and general (functional)
- $13,222
Balance sheet and other
- Total assets, start of year
- $1,965,516
- Total assets, end of year
- $2,081,272
- Total liabilities, end of year
- $240,000
- Net assets, end of year
- $1,841,272
- Publicly traded securities
- $2,046,184
- Net assets without donor restrictions
- $1,841,272
- Gross receipts
- $127,177
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2000
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MEREDITH DRAGON | SECRETARY Trustee or director, Officer | 0.5 | $0 | $295,019 | $27,201 |
| RICHARD GOLDSTEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ILENE KOZEL | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA KOZEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RON VONPERLSTEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAYME FUND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BENJAMIN FUND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ARIEL STELZNER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BARBARA ORENSTEIN-PRESENT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERTA FELDMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MEREDITH DRAGON | SECRETARY Trustee or director, Officer | 0.5 | $0 | $292,778 | $30,887 |
| RICHARD GOLDSTEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ILENE KOZEL | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA KOZEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RON VONPERLSTEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAYME FUND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BENJAMIN FUND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ARIEL STELZNER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MEREDITH DRAGON | SECRETARY Trustee or director, Officer | 0.5 | $0 | $286,455 | $41,464 |
| RICHARD GOLDSTEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ILENE KOZEL | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA KOZEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RON VONPERLSTEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAYME FUND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| BENJAMIN FUND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ARIEL STELZNER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 255 EAST AVE STE 201, ROCHESTER, NY 14604-2626
- In care of
- % BERNARD KOZEL
- Principal officer (990 for 2024)
- JEANINE MONACHINO, 255 EAST AVENUE 201, ROCHESTER, NY 14604
- Signed the 990
- JEANINE MONACHINO, CHIEF FINANCIAL OFFICER
- Phone
- (585) 461-0490
- Return prepared by
- DEJOY & CO CPAS LLP
Mission
GRANTS TO PROMOTE JEWISH LIFE AND SECURITY.
Program accomplishments
- GRANTS WERE MADE TO PROMOTE CHANGES DETERMINED TO ENHANCE CREATIVE JEWISH LIFE AND SECURITY.Expenses $86,800 · grants $86,800
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 16-1511792
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20I)
- Assets (IRS master file)
- $2,081,272
- Income (IRS master file)
- $127,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $127,177 | $100,022 | $2,081,272 | IRS |
| 990 | June 2024 | $91,171 | $75,378 | $1,965,516 | XML |
| 990 | June 2023 | $39,231 | $101,685 | $1,882,837 | XML |
| 990 | June 2022 | $63,329 | $150,621 | $1,844,999 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1511792).
Questions about ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION
- What is the EIN of ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION?
- The employer identification number (EIN) of ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION is 16-1511792.
- Is ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JEANINE MONACHINO.
- Who are the officers and directors of ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ANN LIB AND BERNARD KOZEL FAMILY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $127,177, expenses of $100,022 and total assets of $2,081,272 at year end.
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