Lofberg Family Foundation

BOSTON, MA EIN: 47-4915692

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

AmesburyBedfordBostonCharlottesvilleClevlandConcordDartmouthDavidsonvilleEast GreenwichEstes ParkFall RiverMarionMilfordNew BedfordNew CanaanNew HavenNew YorkOceansideProvidenceRidgefield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$5M$7M$9M20202021202220232024
Metric202420232022
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

$0$134K$268K$402K$536K12 grants202015 grants202114 grants202214 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

COLUMBIA UNIVERSITY$100KBERKELEY DIVINITY SCHOOL$50KFRIENDS ACADEMY$50KLGBT COMMUNITY CENTER$50KTHE ALDRICH CONTEMPORARY…$50KOLD DARTMOUTH HISTORICAL…$50KCHILDREN'S ADVOCACY CENTER$32KFOCUS$32KFREED SEED FOUNDATION$25KFORWARD MOVEMENT$25K

Grant Size Distribution

71 grants across all recorded years

49<$50K16$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PER GH LOFBERGTRUSTEE2
MARGARET M LOFBERGTRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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