Funder DirectoryTHE EDWARD R AND ELIZABETH A KOZEL
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Private foundation (trust)EIN 680454796Est. 2001-11

THE EDWARD R AND ELIZABETH A KOZEL

LAFAYETTE, CA 94549

Total Assets

$5.7M

FY 2023

Annual Giving

$275K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$20K

FY 2023

Grant Range

$10K–$35K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$636K

Total Expenses

$324K

Qualifying Distributions

$275K

Distributable Amount

$268K

Min. Investment Return

$272K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $10K through median $20K to maximum $35K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $275K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

53 grants

MERCY RETIREMENT & CARE CENTER
$145K
4 grants
REDWOOD EMPIRE FOOD BANK
$70K
4 grants
WHITE PONY EXPRESS
$60K
3 grants
SWORDS TO PLOWSHARES
$55K
3 grants
LA CASA DE LAS MADRES
$55K
3 grants
MONUMENT CRISIS CENTER
$53K
3 grants
FOOD BANK OF CONTRA COSTA & SOLANO
$48K
3 grants
SAINT JOHN THE BAPTIST CATHOLIC SCHOOL
$46K
2 grants

Grant Size Distribution

53 grants

<$10K
13
grants
$10–50K
39
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

California
$949K
98% of total
Georgia
$15K
2% of total

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