The Lozen Foundation Inc
The Lozen Foundation Inc is a private foundation based in Palm Beach, Florida. Its 2025 filing reports grants to charitable organizations, including a farm, an oceanographic institution, a university, and a film festival.
The Lozen Foundation Inc at a glance
In short: The Lozen Foundation Inc gave $1.7M across 4 grants in 2025 (avg $433K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,733,076
- -36.4% vs 2024
- Grants made (2025)
- 4
- -69.2% vs 2024
- Average grant
- $433,269
- +106.8% vs 2024
- Median grant
- $175,064
- Total assets
- $2,804,849
- -7.6% vs 2024
- Primary geography
- New York (84% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The Lozen Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 703 Island Dr, Palm Beach, FL 33480
Phone: (650) 867-4866
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Lozen Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was White Feather Farm ($1.4M). Together the top 4 received $1.7M.
Grant Size Distribution
96 grants across all recorded years
The most common grant size was under $50K: 38 grants of 96 (40%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grants went to recipients in New York, Massachusetts, and Utah. New York accounted for 84% of grant dollars, Massachusetts for 15%, and Utah for 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Lozen Foundation Inc gives
- Giving fell 50% from 2022 to 2025. Method
- In 2025 it paid out 799% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.7M (2025) to $5.5M (2020). In 2025 it made 4 grants totaling $1.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| White Feather Farm Saugertis, NY | General Purpose | $1,353,197 |
| Woodshole Oceanographic Institution Falmouth, MA | General Purpose | $251,375 |
| Sara Lawrence University Canton, NY | General Purpose | $98,753 |
| Patrick Hubley Utah Film Festival Salt Lake City, UT | General Purpose | $29,751 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,804,849 | $189,653 | $2,007,717 | $1,733,076 | 4 | $2,002,717 | $188,282 | $250,638 |
| 2024 | $3,036,315 | $-134,599 | $3,017,447 | $2,723,202 | 13 | $3,006,049 | — | $445,049 |
| 2023 | $3,476,785 | $167,575 | $5,109,823 | $4,771,476 | 21 | $5,092,058 | — | $615,552 |
| 2022 | $10,363,248 | $6,851,911 | $4,019,795 | $3,481,915 | 24 | $3,963,327 | $413,627 | $557,352 |
| 2021 | $4,218,914 | $8,500,216 | $5,821,358 | $5,358,662 | 34 | $5,709,889 | $2,847,835 | $676,979 |
| 2020 | $2,707,527 | $4,178,528 | $5,926,109 | $5,467,552 | 13 | — | $4,178,528 | $568,747 |
Under IRS private-foundation payout rules, The Lozen Foundation Inc reported a distributable amount of $251K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. White Feather Farm Inc, which received a grant in 2025, describes its mission as “to create connection between community, culture and land.”
Grantmaking
In 2025, the foundation reported 4 grants totaling $1,733,076. Grants ranged from $29,751 to $1,353,197, with a median of $175,064. In 2024, it reported 13 grants totaling $2,723,202; in 2023, it reported 21 grants totaling $4,771,476.
Notable 2025 grants included $1,353,197 to White Feather Farm in Saugerties, New York; $251,375 to Woods Hole Oceanographic Institution in Falmouth, Massachusetts; $98,753 to Sara Lawrence University in Canton, New York; and $29,751 to Patrick Hubley Utah Film Festival in Salt Lake City, Utah. Each grant was listed for general purpose.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sarah E. Johnson as director, chair, treasurer, and secretary. Ann M. Lufkin and Chauncey H. Lufkin are listed as directors.
The Lozen Foundation Inc is led by Sarah E. Johnson, Director, Chair, Treasurer & Secretary on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sarah E. Johnson
Director, Chair, Treasurer & Secretary
On filings since 2020
20 hrs/week
$175K (2020) → $0 (2025)
Ann M. Lufkin
Director
On filings since 2020
10 hrs/week
$60K (2020) → $0 (2025)
Chauncey H. Lufkin
Director
On filings since 2020
10 hrs/week
$60K (2020) → $0 (2025)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $100K, to Ann M Lufkin (Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Lozen Foundation Inc
How much does The Lozen Foundation Inc give each year?
The Lozen Foundation Inc gave $1.7M across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.7M across 13 grants.
What is The Lozen Foundation Inc's typical grant size?
The Lozen Foundation Inc's median grant in 2025 was $175,064, and its average grant was $433,269, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Lozen Foundation Inc give grants?
The Lozen Foundation Inc gives mostly in New York: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (15%).
Does The Lozen Foundation Inc give general operating support?
Yes: 100% of The Lozen Foundation Inc's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Lozen Foundation Inc?
The Lozen Foundation Inc reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $251K (roughly 5% of its investment assets).
What does The Lozen Foundation Inc fund?
The foundation’s own mission is not stated in the available information. White Feather Farm Inc, which received a grant in 2025, describes its mission as “to create connection between community, culture and land.” See mission & focus areas ↑
How do I apply for a grant from The Lozen Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Lozen Foundation Inc's EIN?
The Lozen Foundation Inc's EIN (Employer Identification Number) is 83-2625727. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Lozen Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 18, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in The Lozen Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Lozen Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/the-lozen-foundation-inc-morg_0c9952cb2bf747ddbcd0a67efba90897
BibTeX
@misc{grantable_832625727_2026,
author = {{Grantable}},
title = {{The Lozen Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-lozen-foundation-inc-morg_0c9952cb2bf747ddbcd0a67efba90897},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Lozen Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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