Edward R And Elizabeth A Kozel Foundation
- Assets
- $4.7m
- Revenue
- $636.4k
- Investments
- $4.6m
- Employees
- 0
- Location
- Lafayette, CA
- Founding
- 11/2001
- Data as of
- 12/2023
- EIN
- 68-0454796
Organization Overview
Edward R And Elizabeth A Kozel Foundation is located in Lafayette, CA. The organization was established in 2001. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Edward R And Elizabeth A Kozel Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Edward R And Elizabeth A Kozel Foundation generated $636.4k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 28.7% each year . All expenses for the organization totaled $324.1k during the year ending 12/2023. While expenses have increased by 3.6% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Edward R And Elizabeth A Kozel Foundation has awarded 53 individual grants totaling $964,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kim Marie Fogarty Director | 1 | $0 | |
Stephen J Kozel Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $315,212 |
| Interest on Savings | $962 |
| Dividends & Interest | $250,095 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $57,727 |
| Capital Gain Net Income | $57,727 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $12,366 |
| Total Revenue | $636,362 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,227 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,865 |
| Total operating and administrative expenses | $49,128 |
| Contributions, gifts, grants paid | $275,000 |
| Total expenses and disbursements | $324,128 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $77,794 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,688,021 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Edward R And Elizabeth A Kozel Foundation has awarded $275,000 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
FOOD BANK OF CONTRA COSTA & SOLANO PURPOSE: HUNGER RELIEF | $20,000 |
LOAVES AND FISHES PURPOSE: AID TO THE SUFFERING | $25,000 |
MEALS ON WHEELS OF CONTRA COSTA COUNTY PURPOSE: AID TO POOR AND SUFFERING | $20,000 |
MERCY RETIREMENT & CARE CENTER PURPOSE: ELDER CARE CENTER | $15,000 |
MONUMENT CRISIS CENTER PURPOSE: AID TO MARGINALIZED FAMILIES | $20,000 |
WHITE PONY EXPRESS PURPOSE: HUNGER RELIEF | $20,000 |