The Loftis Foundation

Foundation · Grantmaker Vero Beach, FL EIN: 58-2110528

The Loftis Foundation is a private foundation, based in Vero Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.5M in total assets. In 2025, it awarded 5 grants totaling $509K. Net investment income was $179K.

Key facts about The Loftis Foundation

In short: The Loftis Foundation gave $509K across 5 grants in 2025 (avg $102K), top state Tennessee. Source: 2025 IRS Form 990-PF.

EIN
58-2110528
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$508,597
Grants made (2025)
5
Average grant
$101,719
Median grant
$100,000
Total assets
$7,495,321
Primary geography
Tennessee (39% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.5M

-5.8% YoY

Annual Giving

$509K

+18.2% YoY

Grant Count

5

-16.7% YoY

Avg Grant Size

$102K

+41.8% YoY

Under IRS private-foundation payout rules, The Loftis Foundation reported a distributable amount of $564K for 2025 — the minimum it must pay out in qualifying distributions.

How The Loftis Foundation gives

  • Giving grew 24% from 2022 to 2025. Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of all 5 itemized 2025 grant dollars.

Cities

Saitn AlbansLincolnTulsaWest Palm BeachBerkeley SpringsBooneCharlotteCovinaFort MyersFranlkinKatyLafayetteMerrillvilleRock HillSaint AlbansScott Depot

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K2 grants20203 grants20213 grants20222 grants20236 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Reneworg: $200KReneworg$200KRatio Christi Inc: $120KRatio Christi Inc$120KReasons to Believe: $100KReasons to Believe$100KCrossexaminedorg: $70KCrossexaminedorg$70KPalm Beach Atlantic: $19KPalm Beach Atlantic$19K

Grant Size Distribution

19 grants across all recorded years

6<$50K5$50–100K4$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
RENEWORG Franlkin, TNUNRESTRICTED$200,000
RATIO CHRISTI INC Merrillville, INUNRESTRICTED$120,000
REASONS TO BELIEVE Covina, CAUNRESTRICTED$100,000
CROSSEXAMINEDORG Charlotte, NCUNRESTRICTED$70,000
PALM BEACH ATLANTIC West Palm Beach, FLUNRESTRICTED$18,597

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
Total Assets$7,495,321$7,960,291$8,315,399
Revenue$113,051$143,141$146,956
Expenses$561,728$493,943$490,821
Qualifying Distributions$521,584$452,726$433,306
Net Investment Income$179,005$216,345$219,203
Distributable Amount$564,413$519,505$438,123

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 29, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 29, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)

Leadership & Key People

Officers and directors from IRS filings

The Loftis Foundation is led by Robert W. Loftis, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Robert W. Loftis

    President

    On filings since 2020

    No compensation reported

  • Sharon L. Loftis

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Loftis Foundation

How much does The Loftis Foundation give each year?

The Loftis Foundation gave $509K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $430K across 6 grants.

What is The Loftis Foundation's typical grant size?

The Loftis Foundation's median grant in 2025 was $100,000, and its average grant was $101,719, across 5 grants on its 2025 IRS Form 990-PF.

Where does The Loftis Foundation give grants?

The Loftis Foundation's top state is Tennessee, with 39% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Indiana (24%) and California (20%).

Does The Loftis Foundation give general operating support?

Yes: 100% of The Loftis Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Loftis Foundation's largest grantees?

The Loftis Foundation's largest 2025 grantees include Reneworg ($200,000), Ratio Christi Inc ($120,000) and Reasons to Believe ($100,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.

How large is The Loftis Foundation?

The Loftis Foundation reported $7.5M in total assets on its 2025 IRS Form 990-PF. It paid out $522K in qualifying distributions that year, against a required minimum of $564K (roughly 5% of its investment assets).

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 2020–2025.

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

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