The Lozen Foundation Inc is a private foundation based in Palm Beach, Florida, established in 2019. Operating as a 501(c)(3) organization, it functions as an independent grantmaking foundation with a staff of two employees. The foundation supports diverse philanthropic initiatives across the United States and internationally.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-12.7% YoY
Annual Giving
$2.7M
-42.9% YoY
Grant Count
13
-38.1% YoY
Avg Grant Size
$209K
-7.8% YoY
Grantmaking
The foundation maintains an active grantmaking program with recent annual grant activity ranging from 13 to 34 grants per year. Grant sizes vary considerably, with recent awards ranging from $3,000 to $1,764,365. Median grant amounts have typically fallen between $25,000 and $104,000 in recent years.
Grant Range
s vary considerably, with recent awards ranging from $3,000 to $1,764,365. Median grant amounts have typically fallen between $25,000 and $104,000 in recent years.
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Geographic Focus
Where this funder awards grants
The foundation supports initiatives across multiple U.S. states including California, Connecticut, Florida, Massachusetts, New York, Utah, and Virginia. International grantmaking has also been documented, with support for projects in locations such as Nairobi and Umhlanga Rocks.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $3,036,315
- Total Expenses: $3,017,447
- Total Revenues: -$134,599
- Investment Income and Dividends: $298,242
Historical Financial Data:
- 2023 Total Assets: $10.4 million
- 2023 Total Giving: $3.5 million
- 2022 Total Assets: $4.2 million
- 2022 Total Giving: $5.4 million
- 2021 Total Giving: $5.5 million
- 2020 Total Giving: $2.1 million
The foundation's funding interests include education, philanthropy, voluntarism and grantmaking, human services, robotics, journalism, arts, nonprofits, creative writing, and historic buildings preservation.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,036,315 | $3,476,785 | $10,363,248 |
| Revenue | $-134,599 | $167,575 | $6,851,911 |
| Expenses | $3,017,447 | $5,109,823 | $4,019,795 |
| Qualifying Distributions | $3,006,049 | $5,092,058 | $3,963,327 |
| Net Investment Income | — | — | $413,627 |
| Distributable Amount | $445,049 | $615,552 | $557,352 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
105 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Sarah E. Johnson serves as Treasurer and holds multiple leadership roles including Director, Chair, and Secretary, serving without compensation.
Ann M. Lufkin and Chauncey H. Lufkin serve as Directors, each receiving $100,000 in annual compensation.
The foundation is supported by The Charles and Ann Johnson Family Trust.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SARAH E JOHNSON | DIRECTOR/CHAIR/TREASURER/SECRETARY | 20 | — |
| ANN M LUFKIN | DIRECTOR | 10 | $100,000 |
| CHAUNCEY H LUFKIN | DIRECTOR | 10 | $100,000 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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