Julius G & Elsie H Lopez Foundation
Julius G & Elsie H Lopez Foundation is a private foundation, based in West Columbia, SC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. Net investment income was $73K.
Julius G & Elsie H Lopez Foundation at a glance
- Total assets
- $1,047,881
- +6.4% vs 2024
- Revenue (2025)
- $85,615
- -4.6% vs 2024
- Net investment income (2025)
- $73,396
- -7.7% vs 2024
- Expenses (2025)
- $22,903
- -69.7% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Julius G & Elsie H Lopez Foundation funds
How this funder distributes its grants
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Julius G & Elsie H Lopez Foundation gives
- Giving held roughly steady from 2021 to 2024 (−15%). Method
- In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $59K (2023) to $70K (2021). In 2024 it made 6 grants totaling $59K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St John Neuman Catholic School Columbia, SC | Distr According to FDN'S Bylaws | $12,000 |
| Salesian Missions New Rochelle, NY | Distr According to FDN'S Bylaws | $10,800 |
| St Joseph's Catholic School Columbia, SC | Distr According to FDN'S Bylaws | $10,800 |
| Cardinal Newman School Columbia, SC | Distr According to FDN'S Bylaws | $10,200 |
| Central Carolina Technical Sumter, SC | Distr According to FDN'S Bylaws | $8,400 |
| St Martin De Porres Columbia, SC | Distr According to FDN'S Bylaws | $7,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,047,881 | $85,615 | $22,903 | — | — | — | $73,396 | $49,044 |
| 2024 | $985,169 | $89,712 | $75,630 | $59,400 | 6 | $59,400 | $79,517 | $49,038 |
| 2023 | $971,087 | $38,704 | $77,155 | $59,000 | 6 | $59,000 | $27,687 | $49,490 |
| 2022 | $1,009,538 | $75,209 | $75,598 | $59,400 | 6 | $59,400 | $60,358 | $52,401 |
| 2021 | $1,009,927 | $50,192 | $86,687 | $70,000 | 6 | $70,000 | $37,772 | $60,858 |
| 2020 | $1,039,422 | $98,265 | $87,390 | $70,000 | 7 | — | $81,202 | $55,030 |
| 2019 | $1,028,547 | $61,392 | $77,537 | $60,000 | 7 | — | $50,818 | $52,779 |
Under IRS private-foundation payout rules, Julius G & Elsie H Lopez Foundation reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Julius G & Elsie H Lopez Foundation's only listed officer is William H. Hancock, P & Secretary since 2023 (on filings since 2019) (uncompensated).
Officers on the 2025 filing
William H. Hancock
P & Secretary
Vice President → Vice President & Secretary, 2022
Vice President & Secretary → P & Secretary, 2023
On filings since 2019
$6K (2023) → $0 (2025)
Former officers (2)
- Former: Terry M. Hancock (2019–2022) — President
- Former: Austin M. Sheheen (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $6K, to William H Hancock (P/Secretary/).
Frequently asked questions about Julius G & Elsie H Lopez Foundation
How large is Julius G & Elsie H Lopez Foundation?
Julius G & Elsie H Lopez Foundation reported $1.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $86K.
Where does Julius G & Elsie H Lopez Foundation operate?
Julius G & Elsie H Lopez Foundation has awarded grants in New York, South Carolina, South Dakota.
How much is Julius G & Elsie H Lopez Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Julius G & Elsie H Lopez Foundation reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Julius G & Elsie H Lopez Foundation's EIN?
Julius G & Elsie H Lopez Foundation's EIN (Employer Identification Number) is 57-1011207. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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