OMAHA, NE
The Lozier Foundation
Quick Facts
- EIN
- 943027928
- Location
- OMAHA, NE
- Category
- Philanthropy & Grantmaking
- Total Assets
- $437.1M
- Annual Income
- $129.6M
- IRS Ruling Year
- 1987
- Organization Type
- Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
The Lozier Foundation is a private trust based in OMAHA, NE. The foundation received its IRS ruling in 1987. It holds total assets of $437.1M. Annual income is reported at $129.6M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$40.2M
2023+53%
Total Assets
$458.8M
2023+1%
Fair Market Value
$525.5M
2023
Net Worth
$458.7M
2023
Grants Paid
$36M
2023
Contributions
$15.1M
2023
Net Investment Income
$33.2M
2023
Distribution Amount
$24.3M
2023
Total Giving by Year
$15.1M
11$17.6M
12$20.1M
13$21.6M
14$14.4M
15$23.2M
19$23M
20$28.4M
21$26.2M
22$40.2M
23Asset Growth
$203.7M
11$277.5M
12$304.2M
13$337M
14$347M
15$385.2M
19$393.7M
20$440.5M
21$454.7M
22$458.8M
23Investment Portfolio (2023)
Total: $308.9M
Corporate Stock: $248.3M
Corporate Bonds: $42.1M
Government Obligations: $18.5M
Other Investments: $55.8M
Corporate Stock (68%)
Corporate Bonds (12%)
Government Obligations (5%)
Other Investments (15%)
Expense Breakdown (2023)
Grants Paid$36M
Interest$226K
Pension & Benefits$69K
Officer Compensation$29K
Travel & Conferences$9K
Accounting Fees$9K
Legal Fees$8K
Revenue Sources (2023)
- Capital Gains (Net)
- $18.2M
- Dividends
- $16.5M
- Contributions
- $15.1M
- Interest
- $904K
- Other Income
- $-76,314
Financial Details (2023)
- Total Revenue
- $50.6M
- Total Expenses
- $40.2M
- Exempt Purpose Expenses
- $36.9M
- Required Distribution
- $24.3M
- Undistributed Income
- $0
- Total Liabilities
- $70K
- Excise Tax
- $461K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$29.7M
Average Grant
$594K
Median Grant
$250K
Grant Range
Min$108K
Max$7M
Median: $250K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $600K (1)
MA
CT
RI
OR
NV
WY
SD
IA
IA: $250K (1)
IL
IN
OH
PA
NJ
CA
UT
CO
NE
NE: $28.8M (48)
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
NE$28.8M (48)
NY$600K (1)
IA$250K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Omaha Community FoundationGENERAL OPERATING SUPPORT | Omaha, NE | $7M | 2023 |
| Omaha Community FoundationGENERAL OPERATING SUPPORT | Omaha, NE | $7M | 2023 |
| Mental Health Innovation FoundationGENERAL OPERATING SUPPORT | Omaha, NE | $2M | 2023 |
| Women'S Fund Of Greater OmahaGENERAL OPERATING SUPPORT | Omaha, NE | $800K | 2023 |
| Justice For Our Neighbors - NeGENERAL OPERATING SUPPORT | Omaha, NE | $625K | 2023 |
| Teachers College Columbia UniversityGENERAL OPERATING SUPPORT | New York, NY | $600K | 2023 |
| University Of Nebraska FoundationGENERAL OPERATING SUPPORT | Lincoln, NE | $590K | 2023 |
| Women'S Fund Of Greater OmahaGENERAL OPERATING SUPPORT | Omaha, NE | $540K | 2023 |
| Holy Name Housing CorporationGENERAL OPERATING SUPPORT | Omaha, NE | $500K | 2023 |
| Canopy SouthGENERAL OPERATING SUPPORT | Omaha, NE | $500K | 2023 |
| Mercy High SchoolGENERAL OPERATING SUPPORT | Omaha, NE | $500K | 2023 |
| Child Saving Institute IncGENERAL OPERATING SUPPORT | Omaha, NE | $500K | 2023 |
| The Simple FoundationGENERAL OPERATING SUPPORT | Omaha, NE | $450K | 2023 |
| Women'S Fund Of Greater OmahaGENERAL OPERATING SUPPORT | Omaha, NE | $400K | 2023 |
| Habitat For Humanity Of Omaha IncGENERAL OPERATING SUPPORT | Omaha, NE | $378K | 2023 |
| Justice For Our Neighbors - NeGENERAL OPERATING SUPPORT | Omaha, NE | $350K | 2023 |
| Boys & Girls Clubs Of The Midlands IncGENERAL OPERATING SUPPORT | Omaha, NE | $325K | 2023 |
| Creighton UniversityGENERAL OPERATING SUPPORT | Omaha, NE | $302K | 2023 |
| Kids Can Community CenterGENERAL OPERATING SUPPORT | Omaha, NE | $300K | 2023 |
| Harbor HouseGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Urban League Of NebraskaGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Family Planning Council Of NebraskaGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Project Harmony - Haven For Abuse Response Members Serving Our Nebraska YouGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Creighton University School Of LawGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Madonna School & Community-Based ServicesGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Visiting Nurse Health ServicesGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Heart Ministry Center IncGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Micah House CorporationGENERAL OPERATING SUPPORT | Council Bluffs, IA | $250K | 2023 |
| Yates FundGENERAL OPERATING SUPPORT | Omaha, NE | $250K | 2023 |
| Girl Scouts Spirit Of NebraskaGENERAL OPERATING SUPPORT | Omaha, NE | $240K | 2023 |
| Creighton Preparatory SchoolGENERAL OPERATING SUPPORT | Omaha, NE | $225K | 2023 |
| Habitat For Humanity Of Omaha IncGENERAL OPERATING SUPPORT | Omaha, NE | $200K | 2023 |
| Rise AcademyGENERAL OPERATING SUPPORT | Omaha, NE | $200K | 2023 |
| Opensky Policy InstituteGENERAL OPERATING SUPPORT | Lincoln, NE | $200K | 2023 |
| Avenue ScholarsGENERAL OPERATING SUPPORT | Omaha, NE | $200K | 2023 |
| Nebraska Civic Engagement TableGENERAL OPERATING SUPPORT | Lincoln, NE | $200K | 2023 |
| Ymca Of Greater OmahaGENERAL OPERATING SUPPORT | Omaha, NE | $191K | 2023 |
| College Of Saint MaryGENERAL OPERATING SUPPORT | Omaha, NE | $185K | 2023 |
| Aclu Of Nebraska Foundation IncGENERAL OPERATING SUPPORT | Lincoln, NE | $175K | 2023 |
| Youth Emergency Services IncGENERAL OPERATING SUPPORT | Omaha, NE | $170K | 2023 |
| I Be Black GirlGENERAL OPERATING SUPPORT | Omaha, NE | $167K | 2023 |
| Mercy High SchoolGENERAL OPERATING SUPPORT | Omaha, NE | $163K | 2023 |
| Siena Francis HouseGENERAL OPERATING SUPPORT | Omaha, NE | $150K | 2023 |
| Visiting Nurse Health ServicesGENERAL OPERATING SUPPORT | Omaha, NE | $150K | 2023 |
| Together Inc Of Metropolitan OmahaGENERAL OPERATING SUPPORT | Omaha, NE | $135K | 2023 |
| Marian High SchoolGENERAL OPERATING SUPPORT | Omaha, NE | $130K | 2023 |
| Omaha Schools FoundationGENERAL OPERATING SUPPORT | Omaha, NE | $120K | 2023 |
| Share OmahaGENERAL OPERATING SUPPORT | Omaha, NE | $110K | 2023 |
| Nebraska Appleseed Center For Law In The Public InterestGENERAL OPERATING SUPPORT | Lincoln, NE | $110K | 2023 |
| University Of Nebraska FoundationGENERAL OPERATING SUPPORT | Lincoln, NE | $108K | 2023 |
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 |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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