Lofberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.0M in total assets. In 2024, it awarded 16 grants totaling $531K. Net investment income was $8.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.0M
+227.8% YoY
Annual Giving
$531K
+0.1% YoY
Grant Count
16
+14.3% YoY
Avg Grant Size
$33K
-12.4% YoY
Under IRS private-foundation payout rules, Lofberg Family Foundation reported a distributable amount of $529K for 2024 — the minimum it must pay out in qualifying distributions.
About Lofberg Family Foundation
Based on IRS filings
Lofberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.0M in total assets. In 2024, it awarded 16 grants totaling $531K. Net investment income was $8.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,041,260 | $3,368,211 | $3,606,368 |
| Revenue | $8,314,489 | $412,156 | $460,096 |
| Expenses | $634,730 | $658,258 | $660,404 |
| Qualifying Distributions | $535,677 | $536,285 | $539,802 |
| Net Investment Income | $8,218,938 | $295,118 | $339,494 |
| Distributable Amount | $528,953 | $536,829 | $534,393 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
71 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Columbia University ($100,000), Berkeley Divinity School ($50,000), Friends Academy ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BERKELEY DIVINITY SCHOOL NEW HAVEN, CT | CHARITABLE DONATION | $50,000 |
| CHILDREN'S ADVOCACY CENTER FALL RIVER, NY | CHARITABLE DONATIONCHARITABLE DONACHARITABLE DONATION | $32,049 |
| COLUMBIA UNIVERSITY NEW YORK, NY | CHARITABLE DONATION | $100,000 |
| FOCUS NEW CANAAN, CT | CHARITABLE DONATION | $32,049 |
| FREED SEED FOUNDATION EAST GREENWICH, RI | CHARITABLE DONATION | $25,000 |
| FRIENDS ACADEMY DARTMOUTH, MA | CHARITABLE DONATION | $50,000 |
| JERUSALEM PEACE BUILDERS MILFORD, CT | CHARITABLE DONATION | $20,000 |
| LGBT COMMUNITY CENTER NEW YORK, NY | CHARITABLE DONATION | $50,000 |
| THE ALDRICH CONTEMPORARY MUSEUM RIDGEFIELD, CT | CHARITABLE DONATION | $50,000 |
| FORWARD MOVEMENT CLEVLAND, OH | CHARITABLE DONATION | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PER GH LOFBERG | TRUSTEE | 2 | — |
| MARGARET M LOFBERG | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lofberg Family Foundation?
Lofberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $11.0M in total assets as of 2024.
How large is Lofberg Family Foundation?
As of 2024, Lofberg Family Foundation holds $11.0M in total assets with $8.3M in annual revenue. It awarded 16 grants totaling $531K in 2024.
Where does Lofberg Family Foundation operate?
Lofberg Family Foundation has awarded grants in California, Colorado, Connecticut, District of Columbia, Massachusetts, New Jersey, New York, Ohio, Rhode Island, Virginia.
What size grants does Lofberg Family Foundation award?
In 2024, Lofberg Family Foundation awarded 16 grants totaling $531K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is Lofberg Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lofberg Family Foundation reported a distributable amount of $529K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lofberg Family Foundation's EIN?
Lofberg Family Foundation's EIN (Employer Identification Number) is 47-4915692. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lofberg Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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