Nonprofit · EIN 61-6554435
THE LOZICK FAMILY FOUNDATION
Tax-exempt · PEPPER PIKE, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $29,377,882 | $17,289,772 | $12,088,110 | $278,730,722 | $0 | $278,730,722 |
| December 31, 2023 | 990-PF | $17,621,591 | $14,790,337 | $2,831,254 | $266,642,612 | $0 | $266,642,612 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,913,007
- Dividends
- $7,512,220
- Interest
- $57,817
- Net gain from sales of assets
- $13,626,016
- Other income
- $1,268,822
Expenses
- Grants and similar amounts paid
- $14,974,116
- Compensation of officers, directors and key employees
- $400,000
- Disbursements for charitable purposes
- $15,837,579
- Excise tax on investment income
- $292,693
Balance sheet and other
- Total assets, start of year
- $266,642,612
- Total assets, end of year
- $278,730,722
- Total liabilities, end of year
- $0
- Net assets, end of year
- $278,730,722
- Fair market value of assets
- $309,238,292
- Qualifying distributions
- $15,837,579
- Net investment income
- $22,398,923
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM N WEST 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $100,000 |
| CATHERINE L LOZICK 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | PRESIDENT/TRUSTEE | 2 | $50,000 |
| THOMAS J JANOCH 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | VP/TREASURER/TRUSTEE | 4 | $50,000 |
| KELLY A BROWNE 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $50,000 |
| TIMOTHY P RYAN 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $50,000 |
| THOMAS F LOZICK 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $50,000 |
| DECH HOLDINGS LLC 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | SECRETARY/TRUSTEE | 10 | $50,000 |
| CHRISTOPHER P HITCHCOCK 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | EXECUTIVE DIRECTOR | 20 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM N WEST 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $100,000 |
| KELLY A BROWNE 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $62,500 |
| CATHERINE L LOZICK 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | PRESIDENT/TRUSTEE | 2 | $50,000 |
| THOMAS J JANOCH 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | VP/TREASURER/TRUSTEE | 4 | $50,000 |
| TIMOTHY P RYAN 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $50,000 |
| THOMAS F LOZICK 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $50,000 |
| DECH HOLDINGS LLC 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | SECRETARY/TRUSTEE | 10 | $50,000 |
| JAMES C BOLAND 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $0 |
| JULIE A BOLAND 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | TRUSTEE | 1 | $0 |
| CHRISTOPHER P HITCHCOCK 29425 CHAGRIN BOULEVARD STE 201, PEPPER PIKE, OH 44122 | EXECUTIVE DIRECTOR | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 29425 CHAGRIN BLVD STE 201, PEPPER PIKE, OH 44122-4602
- In care of
- % THOMAS J JANOCH
- Signed the 990-PF
- DOUGLAS S SPICER, SECRETARY
- Phone
- (216) 839-0400
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6554435
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $278,730,722
- Income (IRS master file)
- $82,667,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $29,377,882 | $17,289,772 | $278,730,722 | XML |
| 990-PF | December 2023 | $17,621,591 | $14,790,337 | $266,642,612 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6554435).
Questions about THE LOZICK FAMILY FOUNDATION
- What is the EIN of THE LOZICK FAMILY FOUNDATION?
- The employer identification number (EIN) of THE LOZICK FAMILY FOUNDATION is 61-6554435.
- Is THE LOZICK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to THE LOZICK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LOZICK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LOZICK FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LOZICK FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE LOZICK FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 7 received compensation from the organization, the highest $100,000 (WILLIAM N WEST, TRUSTEE).
- How much revenue does THE LOZICK FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $29,377,882, expenses of $17,289,772 and total assets of $278,730,722 at year end.
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