The David & Elaine Lozier Foundation
- Assets
- $26.4m
- Revenue
- $471.3k
- Investments
- $11.0m
- Employees
- 0
- Location
- Lynden, WA
- Founding
- Data as of
- 12/2023
- EIN
- 82-3663203
Organization Overview
The David & Elaine Lozier Foundation is located in Lynden, WA. 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. David & Elaine Lozier 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, David & Elaine Lozier Foundation generated $471.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (5.6%) each year. All expenses for the organization totaled $1.4m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, David & Elaine Lozier Foundation has awarded 181 individual grants totaling $4,758,000. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
FOUNDATION STARTED IN DECEMBER 2017 TO PROVIDE SUPPORT TO VARIOUS NONPROFIT ORGANIZATIONS WORLD-WIDE WITH NEEDS FALLING WITHIN THE BOUNDS OF CHARITABLE, RELIGIOUS AND EDUCATIONAL AND WHOSE PURPOSES REFLECT THE MORAL AND FINANCIAL VIEWPOINTS THAT THE LOZIER'S HAVE HELD TO.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Lozier Director | 1 | $0 | |
Elaine Lozier Director | 1 | $0 | |
Leilani Lozier Salinas Treasurer | 4 | $0 | |
Suzanne Sisco Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $404,551 |
| Dividends & Interest | $44,959 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $21,753 |
| Capital Gain Net Income | $21,753 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $471,263 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $143 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $16,421 |
| Contributions, gifts, grants paid | $1,337,000 |
| Total expenses and disbursements | $1,353,421 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $15,316,362 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $16,101 |
| 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 | $26,351,759 |
| 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, The David & Elaine Lozier Foundation has awarded $1,337,000 in support to 51 organizations.
| Grant Recipient | Amount |
|---|---|
ACTON INSTITUTE PURPOSE: TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY AND SUSTAINED BY RELIGIOUS PRINCIPLES. | $40,000 |
ALLIANCE DEFENDING FREEDOM PURPOSE: TO TRANSFORM LAW AND CULTURE SO TRUE FREEDOM CAN FLOURISH. | $50,000 |
AMERICAN FRIENDS OF MAGEN DAVID ADOM PURPOSE: TO SUPPORT VOLUNTEER AND PROFESSIONAL MEDICAL RESPONDERS PROVIDING ISRAEL'S PRE-HOSPITAL EMERGENCY NEEDS, INCLUDING MEDICAL, DISASTER, AMBULANCE AND BLOOD SERVICES. | $20,000 |
BELLINGHAM CHRISTIAN SCHOOL PURPOSE: SUPPORT K-12 CHRISTIAN EDUCATION | $50,000 |
BETHESDA TEACHING MINISTRY PURPOSE: SUPPORT FOR CHILDREN AND EDUCATION IN BAJA, MEXICO | $10,000 |
BREAD OF LIFE MISSION PURPOSE: TO BRING HOPE, HEALING AND RECOVERY TO SEATTLE'S HOMELESS POPULATION | $55,000 |