The Loftis Foundation
The Loftis Foundation is a private foundation, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.0M in total assets. In 2024, it awarded 6 grants totaling $430K. Net investment income was $216K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.0M
-4.3% YoY
Annual Giving
$430K
+6.8% YoY
Grant Count
6
+200.0% YoY
Avg Grant Size
$72K
-64.4% YoY
About The Loftis Foundation
Based on IRS filings
The Loftis Foundation is a private foundation, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.0M in total assets. In 2024, it awarded 6 grants totaling $430K. Net investment income was $216K.
Ready to take the next step with The Loftis Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,960,291 | $8,315,399 | $8,665,674 |
| Revenue | $143,141 | $146,956 | $1,959,536 |
| Expenses | $493,943 | $490,821 | $430,777 |
| Qualifying Distributions | $452,726 | $433,306 | $413,098 |
| Net Investment Income | $216,345 | $219,203 | $1,817,275 |
| Distributable Amount | $519,505 | $438,123 | $396,869 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT W LOFTIS | PRESIDENT | — | — |
| SHARON L LOFTIS | TRUSTEE | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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