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Nonprofit · EIN 83-2625727

LOZEN FOUNDATION INC

Tax-exempt · PALM BEACH, FL 33480

Financials

$168K$5.1M2023−$135K$3M2024$190K$2M2025
Revenue Expenses · by fiscal year end
Financials of LOZEN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$189,653$2,007,717-$1,818,064$2,804,849$0$2,804,849
December 31, 2024990-PF-$134,599$3,017,447-$3,152,046$3,036,315$0$3,036,315
December 31, 2023990-PF$167,575$5,109,823-$4,942,248$3,476,785$0$3,476,785
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$20,000
Dividends
$192,488
Net gain from sales of assets
-$23,629
Other income
$794

Expenses

Grants and similar amounts paid
$1,733,076
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$203,000
Disbursements for charitable purposes
$2,002,717
Excise tax on investment income
$2,617

Balance sheet and other

Total assets, start of year
$3,036,315
Total assets, end of year
$2,804,849
Total liabilities, end of year
$0
Net assets, end of year
$2,804,849
Fair market value of assets
$5,158,630
Qualifying distributions
$2,002,717
Net investment income
$193,282

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARAH E JOHNSON
703 ISLAND DR, PALM BEACH, FL 33480
DIRECTOR/CHAIR/TREASURER/SECRETARY20$0
ANN M LUFKIN
703 ISLAND DR, PALM BEACH, FL 33480
DIRECTOR10$0
CHAUNCEY H LUFKIN
7107 LA VISTA DR, DALLAS, TX 75214
DIRECTOR10$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ANN M LUFKIN
703 ISLAND DR, PALM BEACH, FL 33480
DIRECTOR10$100,000
CHAUNCEY H LUFKIN
7107 LA VISTA DR, DALLAS, TX 75214
DIRECTOR10$100,000
SARAH E JOHNSON
703 ISLAND DR, PALM BEACH, FL 33480
DIRECTOR/CHAIR/TREASURER/SECRETARY20$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ANN M LUFKIN
703 ISLAND DR, PALM BEACH, FL 33480
DIRECTOR10$100,000
CHAUNCEY H LUFKIN
7107 LA VISTA DR, DALLAS, TX 75214
DIRECTOR10$100,000
SARAH E JOHNSON
703 ISLAND DR, PALM BEACH, FL 33480
DIRECTOR/CHAIR/TREASURER/SECRETARY20$0

Address and contacts

Address (IRS master file)
703 ISLAND DR, PALM BEACH, FL 33480-4742
In care of
% SARAH E JOHNSON
Signed the 990-PF
SARAH E JOHNSON, TREASURER
Phone
(650) 867-4866
Return prepared by
Hertz Herson CPA 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-2625727
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,804,849
Income (IRS master file)
$288,354

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$189,653$2,007,717$2,804,849XML
990-PFDecember 2024-$134,599$3,017,447$3,036,315XML
990-TDecember 2024–––IRS
990-PFDecember 2023$167,575$5,109,823$3,476,785XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––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 83-2625727).

Questions about LOZEN FOUNDATION INC

What is the EIN of LOZEN FOUNDATION INC?
The employer identification number (EIN) of LOZEN FOUNDATION INC is 83-2625727.
Is LOZEN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to LOZEN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOZEN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LOZEN FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOZEN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LOZEN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LOZEN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $189,653, expenses of $2,007,717 and total assets of $2,804,849 at year end.

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