The Lozier Foundation
- Assets
- $440.5m
- Revenue
- $84.5m
- Investments
- $400.2m
- Employees
- 0
- Location
- Omaha, NE
- Founding
- 03/1987
- Data as of
- 12/2021
- EIN
- 94-3027928
Organization Overview
The Lozier Foundation is located in Omaha, NE. The organization was established in 1987. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. 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 12/2021, Lozier Foundation generated $84.5m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 12.4% each year . All expenses for the organization totaled $28.4m during the year ending 12/2021. While expenses have increased by 10.2% per year over the past 7 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 2015, Lozier Foundation has awarded 2,163 individual grants totaling $138,906,415. 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 |
|---|---|---|---|
Collette Lozier Trustee-Parttime | 20 | $24,692 | |
Allan Lozier Trustee-Parttime | 5 | $0 | |
Sheri Andrews Trustee-Parttime | 2 | $0 | |
Robert Braun Jr Exec Director-Parttime | 5 | $0 | |
John Heaston Trustee-Parttime | 2 | $0 | |
Dianne Lozier Trustee-Parttime | 5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
The London Company | 12/30/21 | $219,349 |
Loomis Sayles | 12/30/21 | $212,092 |
Citi Private Bank | 12/30/21 | $594,753 |
Bny Mellon | 12/30/21 | $104,455 |
Private Income Capital Mgmt Llc | 12/30/21 | $119,824 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $19,368,407 |
| Interest on Savings | $15,755 |
| Dividends & Interest | $17,379,508 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $47,604,106 |
| Capital Gain Net Income | $47,604,106 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $101,434 |
| Total Revenue | $84,469,210 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $24,692 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $364 |
| Taxes | $1,200,508 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $89,047 |
| Total operating and administrative expenses | $2,586,546 |
| Contributions, gifts, grants paid | $25,832,591 |
| Total expenses and disbursements | $28,419,137 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $40,039,320 |
| Net Accounts receivable | $66,386 |
| 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 | $10,000,000 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $218,909 |
| Total assets | $440,536,134 |
| Accounts payable and accrued expenses | $13 |
| 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 | $13 |
Grants Awarded
Over the last fiscal year, The Lozier Foundation has awarded $25,832,591 in support to 335 organizations.
| Grant Recipient | Amount |
|---|---|
Omaha, NE PURPOSE: CAPITAL CAMPAIGN | $1,450,609 |
Omaha, NE PURPOSE: STOCK CONTRIBUTION FOR GENERAL OPERATING SUPPORT | $1,413,540 |
UNIVERSITY OF NEBRASKA FOUNDATION PURPOSE: DURHAM SCIENCE CENTER RENOVATION | $1,250,000 |
OMAHA COMMUNITY FOUNDATION PURPOSE: FRONT PORCH INVESTMENTS | $1,200,000 |
UNIVERSITY OF NEBRASKA FOUNDATION PURPOSE: TEACHER SCHOLAR ACADEMY | $1,078,186 |
Omaha, NE PURPOSE: OMAHA CAMPUS | $1,000,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Walter Scott Family Foundation Omaha, NE | $596,551,475 | $88,689,053 |
Crawford Taylor Foundation St Louis, MO | $738,101,888 | $69,635,068 |
Enterprise Holdings Foundation Saint Louis, MO | $398,583,830 | $68,157,541 |
Gates Family Foundation Denver, CO | $458,247,303 | $68,267,243 |
Hall Family Foundation Kansas City, MO | $1,171,646,854 | $87,869,006 |
Buffett Early Childhood Fund Omaha, NE | $9,728,090 | $31,407,344 |
El Pomar Foundation Colorado Springs, CO | $452,441,260 | $71,471,160 |
Centene Charitable Foundation St Louis, MO | $259,102,242 | $5,821,965 |
The Lozier Foundation Omaha, NE | $440,536,134 | $84,469,210 |
Catena Foundation Carbondale, CO | $397,661,850 | $217,833,912 |
Marion And Henry Bloch Family Foundation Kansas City, MO | $681,063,537 | $103,373,855 |
Temple Hoyne Buell Foundation Denver, CO | $377,422,437 | $27,172,510 |