PEPPER PIKE, OH
The Lozick Family Foundation
Quick Facts
- EIN
- 616554435
- Location
- PEPPER PIKE, OH
- Category
- Philanthropy & Grantmaking
- Total Assets
- $278.7M
- Annual Income
- $82.7M
- IRS Ruling Year
- 2016
- Organization Type
- Trust
- Principal Officer
- % Thomas J Janoch
- Tax Deductibility
- Contributions are deductible
About This Foundation
The Lozick Family Foundation is a private trust based in PEPPER PIKE, OH. The foundation received its IRS ruling in 2016. The principal officer is % Thomas J Janoch. It holds total assets of $278.7M. Annual income is reported at $82.7M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$14.8M
2023-17%
Total Assets
$266.6M
2023+1%
Fair Market Value
$292.9M
2023
Net Worth
$266.6M
2023
Grants Paid
$12.7M
2023
Contributions
$7.9M
2023
Net Investment Income
$8.4M
2023
Distribution Amount
$13.3M
2023
Total Giving by Year
$10M
19$13.7M
20$17.5M
21$17.9M
22$14.8M
23Asset Growth
$1
15$231.7M
19$237.5M
20$264.4M
21$264M
22$266.6M
23Investment Portfolio (2023)
Total: $0
Other Investments: $263.2M
Cash: $2.9M
Other Investments (99%)
Cash (1%)
Expense Breakdown (2023)
Grants Paid$12.7M
Officer Compensation$413K
Accounting Fees$26K
Legal Fees$15K
Revenue Sources (2023)
- Contributions
- $7.9M
- Dividends
- $5.9M
- Capital Gains (Net)
- $4.2M
- Interest
- $27K
- Other Income
- $-378,849
Financial Details (2023)
- Total Revenue
- $17.6M
- Total Expenses
- $14.8M
- Exempt Purpose Expenses
- $13.5M
- Required Distribution
- $13.3M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $117K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
See Similar Foundations
Philanthropy & Grantmaking
Gates Foundation
SEATTLE, WA
$78.7BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Gates Foundation Trust
KIRKLAND, WA
$77.6BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Ford Foundation
NEW YORK, NY
$17.5BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
William & Flora Hewlett Foundation
MENLO PARK, CA
$14.2BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Robert Wood Johnson Foundation
PRINCETON, NJ
$13.4BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
J Paul Getty Trust
LOS ANGELES, CA
$13BPhilanthropy & Grantmaking
More Foundations in Ohio
Philanthropy & Grantmaking
Jack Joseph And Morton Mandel Foundation
CLEVELAND, OH
$3.6BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Jewish Foundation Of Cincinnati
CINCINNATI, OH
$346.3MPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Osteopathic Heritage Foundation
DUBLIN, OH
$301.9MPhilanthropy & Grantmaking