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
Under IRS private-foundation payout rules, The Loftis Foundation reported a distributable amount of $520K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2024 grants, the largest include Gateway Christian Church ($257,976), Palm Beach Atlantic ($100,688), Southern Evangical ($60,388).
| Recipient | Purpose | Amount |
|---|---|---|
| GATEWAY CHRISTIAN CHURCH SAITN ALBANS, WV | UNRESTRICTED | $257,976 |
| PALM BEACH ATLANTIC WEST PALM BEACH, FL | UNRESTRICTED | $100,688 |
| DUMONT TRI-COUNTY YMCA INC SCOTT DEPOT, WV | UNRESTRICTED | $5,300 |
| SOUTHERN EVANGICAL ROCK HILL, SC | UNRESTRICTED | $60,388 |
| SAMARITANS PURSE BOONE, NC | UNRESTRICTED | $1,000 |
| BAPTIST CREATION CARE INITIATIVE BERKELEY SPRINGS, WV | UNRESTRICTED | $5,000 |
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 | — | — |
Frequently Asked Questions
How large is The Loftis Foundation?
As of 2024, The Loftis Foundation holds $8.0M in total assets with $143K in annual revenue. It awarded 6 grants totaling $430K in 2024.
Where does The Loftis Foundation operate?
The Loftis Foundation has awarded grants in Florida, Illinois, Indiana, North Carolina, Oklahoma, South Carolina, Texas, West Virginia.
What size grants does The Loftis Foundation award?
In 2024, The Loftis Foundation awarded 6 grants totaling $430K — an average of about $72K per grant, based on its IRS Form 990 filings.
How much is The Loftis Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Loftis Foundation reported a distributable amount of $520K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Loftis Foundation's EIN?
The Loftis Foundation's EIN (Employer Identification Number) is 58-2110528. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Loftis 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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