Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE LOZICK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)29425 CHARGIN BOULEVARD NO 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PEPPER PIKE, OH44122
A Employer identification number

61-6554435
B Telephone number (see instructions)

(216) 839-0400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$287,792,781J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,243,892
2 Check bullet.............
3 Interest on savings and temporary cash investments 638 638  
4 Dividends and interest from securities... 3,613,415 3,584,478  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,451,393
b Gross sales price for all assets on line 6a 48,232,915
7 Capital gain net income (from Part IV, line 2)... 5,451,393
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -150,566 -150,566 0
12 Total. Add lines 1 through 11........ 19,158,772 8,885,943 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 237,500 47,500 0 190,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 10,986 0 0 10,986
b Accounting fees (attach schedule)....... Click to see attachment 30,800 15,400 0 15,400
c Other professional fees (attach schedule).... Click to see attachment 1,290,987 865,987 0 425,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 883,436 47,657 0 200
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 155,978 155,373 0 340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,609,687 1,131,917 0 641,926
25 Contributions, gifts, grants paid....... 11,120,703 11,120,703
26 Total expenses and disbursements. Add lines 24 and 25 13,730,390 1,131,917 0 11,762,629
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,428,382
b Net investment income (if negative, enter -0-) 7,754,026
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,759,384 113,575 113,575
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet172,314
Less: allowance for doubtful accounts bullet   38,074 172,314 172,314
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 228,902,949 Click to see attachment237,222,827 287,506,892
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 231,700,407 237,508,716 287,792,781
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 231,700,407 237,508,716
29 Total net assets or fund balances (see instructions)..... 231,700,407 237,508,716
30 Total liabilities and net assets/fund balances (see instructions). 231,700,407 237,508,716
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
231,700,407
2
Enter amount from Part I, line 27a .....................
2
5,428,382
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
379,927
4
Add lines 1, 2, and 3 ..........................
4
237,508,716
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
237,508,716
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a WELLS FARGO #1624 P   2020-12-31
b WELLS FARGO #3355 P   2020-12-31
c WELLS FARGO #1157 P   2020-12-31
d KEYBANK #6932 P   2020-12-31
e KEYBANK #6932 P   2020-12-31
WELLS FARGO #2626 P   2020-12-31
WELLS FARGO #2626 P   2020-12-31
WELLS FARGO #2008 P   2020-12-31
KEYBANK #6931 P   2020-12-31
WELLS FARGO #3355 P   2020-12-31
WELLS FARGO #1157 P   2020-12-31
WELLS FARGO #2008 P   2020-12-31
TOWNSEND REAL ESTATE ALPHA FUND III,LP P   2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,500,735   1,060,752 439,983
b 5,711,668   5,711,668 0
c 1,837,885   2,064,940 -227,055
d 2,250,613   2,561,161 -310,548
e 3,375,833   2,796,379 579,454
3,700,225   4,259,898 -559,673
4,241,176   4,925,671 -684,495
3,858,366   4,273,373 -415,007
69,045   64,096 4,949
13,026,991   11,345,775 1,681,216
5,602,365   4,696,579 905,786
3,058,014   3,760,749 -702,735
      -318
4,739,836     4,739,836
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       439,983
b       0
c       -227,055
d       -310,548
e       579,454
      -559,673
      -684,495
      -415,007
      4,949
      1,681,216
      905,786
      -702,735
      -318
      4,739,836
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,451,393
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -1,512,283
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 107,781
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 107,781
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 107,781
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 100,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 165,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 265,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 973
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 156,246
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet156,246 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDOUGLAS S SPICER Telephone no.bullet (216) 839-0400

    Located atbullet29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH ZIP+4bullet44122
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CATHERINE L LOZICK PRESIDENT/TRUSTEE
    2.00     		25,000 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    THOMAS J JANOCH VP/TREASURER/TRUSTEE
    4.00     		25,000 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    JAMES C BOLAND TRUSTEE
    1.00     		50,000 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    JULIE A BOLAND TRUSTEE
    1.00     		0 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    CHRISTOPHER P HITCHCOCK EXECUTIVE DIRECTOR
    20.00     		0 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    WILLIAM N WEST TRUSTEE
    1.00     		50,000 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    KELLY A BROWNE TRUSTEE
    1.00     		25,000 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    TIMOTHY P RYAN TRUSTEE
    1.00     		25,000 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    THOMAS F LOZICK TRUSTEE
    1.00     		25,000 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    DOUGLAS S SPICER SECRETARY/TRUSTEE
    10.00     		12,500 0 0
    29425 CHAGRIN BOULEVARD STE 201
    PEPPER PIKE,OH44122
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    STREN INC MANAGEMENT SERVICES 850,000
    29425 CHAGRIN BOULEVARD
    PEPPER PIKE,OH44122
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    246,144,570
    b
    Average of monthly cash balances.......................
    1b
    4,386,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    250,531,091
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    250,531,091
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,757,966
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    246,773,125
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    12,338,656
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    12,338,656
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    107,781
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    107,781
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,230,875
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,230,875
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    12,230,875
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    11,762,629
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    11,762,629
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    11,762,629
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 12,230,875
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,250,017
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 11,762,629
    a Applied to 2019, but not more than line 2a 2,250,017
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 9,512,612
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,718,263
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMIC SOLUTIONS ACADEMY HIGH SCHOOL
    MAIN STREET
    FORT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 1,000
    ACHIEVEMENT CENTERS FOR CHILDREN
    MAIN STREET
    HIGHLAND HILLS,OH00000     		NONE PC GENERAL SUPPORT 10,000
    ADOPTION NETWORK CLEVELAND
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 20,000
    ALLIANCE FOR WORKING TOGETHER
    MAIN STREET
    MENTOR,OH00000     		NONE PC GENERAL SUPPORT 350,000
    AMERICAN HEART ASSOCIATION
    MAIN STREET
    POUND RIDGE,NY00000     		NONE PC GENERAL SUPPORT 5,000
    ARTS COUNCIL OF GREATER BATON ROUGE INC
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 5,000
    AUBURN CAREER CENTER
    MAIN STREET
    CONCORD,OH00000     		NONE PC GENERAL SUPPORT 50,000
    AUBURN UNIVERSITY FOUNDATION
    MAIN STREET
    AUBURN,LA00000     		NONE PC GENERAL SUPPORT 10,000
    AUTISM SPEAKS
    MAIN STREET
    INDEPENDENCE,OH00000     		NONE PC GENERAL SUPPORT 5,000
    BATON ROUGE AREA FOUNDATION
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 50,000
    BATON ROUGE BALLET THEATRE
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 5,000
    BATON ROUGE GENERAL FOUNDATION
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 5,000
    BATON ROUGE ZOO FRIENDS OF
    MAIN STREET
    BAKER,LA00000     		NONE PC GENERAL SUPPORT 5,000
    BATTLE AGAINST AUTISM
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 10,000
    BENEDICTINE HIGH SCHOOL
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 505,000
    BIKE CLEVELAND
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 100
    BIO-MED SCIENCE ACADEMY STEM SCHOOL
    MAIN STREET
    ROOTSTOWN,OH00000     		NONE PC GENERAL SUPPORT 30,000
    BOWLING GREEN STATE UNIVERSITY
    MAIN STREET
    BOWLING GREEN,OH00000     		NONE PC GENERAL SUPPORT 7,350
    BOYS & GIRLS CLUBS OF NE OHIO
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 80,000
    BOYS HOPE GIRLS HOPE OF NE OHIO
    MAIN STREET
    GARFIELD HEIGHTS,OH00000     		NONE PC GENERAL SUPPORT 50,000
    BREAKTHROUGH SCHOOLS FRIENDS OF
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 25,000
    BRETT BOYER FOUNDATION
    MAIN STREET
    BRENTWOOD,OH00000     		NONE PC GENERAL SUPPORT 10,000
    BURTON PUBLIC LIBRARY
    MAIN STREET
    BURTON,OH00000     		NONE PC GENERAL SUPPORT 100
    CAMP KESEM
    MAIN STREET
    GAINESVILLE,OH00000     		NONE PC GENERAL SUPPORT 5,000
    CAPITAL RESEARCH CENTER
    MAIN STREET
    WASHINGTON,DC00000     		NONE PC GENERAL SUPPORT 50,000
    CAPITAL UNIVERSITY SCHOOL OF NURSING
    MAIN STREET
    COLUMBUS,OH00000     		NONE PC GENERAL SUPPORT 5,000
    CASE WESTERN RESERVE UNIVERSITY
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 12,450
    CATHOLIC CHARITIES
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 500
    CHAGRIN FALLS EDUCATIONAL FOUNDATION
    MAIN STREET
    CHAGRIN FALLS,OH00000     		NONE PC GENERAL SUPPORT 20,000
    CHAGRIN FALLS MUSIC LOVERS
    MAIN STREET
    CHAGRIN FALLS,OH00000     		NONE PC GENERAL SUPPORT 20,000
    CHAGRIN VALLEY JAYCEES
    MAIN STREET
    CHAGRIN FALLS,OH00000     		NONE PC GENERAL SUPPORT 100
    CHARTER SCHOOLS OF EXCELLENCE THE
    MAIN STREET
    FORT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 5,000
    CHILDREN'S HARBOR
    MAIN STREET
    PEMBROKE PINES,FL00000     		NONE PC GENERAL SUPPORT 10,000
    CHILD'S GATE TO LEARNING
    MAIN STREET
    MENTOR,OH00000     		NONE PC GENERAL SUPPORT 100
    CITY MISSION
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 300,000
    CITY YEAR
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 350,000
    CLEVELAND ANIMAL PROTECTIVE LEAGUE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 5,000
    CLEVELAND CENTRAL CATHOLIC HS
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 120,000
    CLEVELAND CLINIC FOUNDATION
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 3,865,000
    CLEVELAND FOUNDATION - COVID FUND
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 50,000
    CLEVELAND INSTITUTE OF ART
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 13,750
    CLEVELAND MUSEUM OF NATURAL HISTORY
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 70,000
    CLEVELAND STATE UNIVERSITY
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 15,500
    COMMON GOAL FOUNDATION
    MAIN STREET
    CHAGRIN FALLS,OH00000     		NONE PC GENERAL SUPPORT 5,000
    COMMUNITY FOUNDATION OF BROWARD
    MAIN STREET
    FORT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 20,000
    COMMUNITY LIFE COLLABORATIVE
    MAIN STREET
    CHAGRIN FALLS,OH00000     		NONE PC GENERAL SUPPORT 50,000
    COMMUNITY WEST FDN - KEMPER HOUSE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 5,000
    CONUXUSNEO
    MAIN STREET
    AKRON,OH00000     		NONE PC GENERAL SUPPORT 25,000
    COVENANT HOUSE
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 10,000
    CRIME STOPPERS OF BROWARD COUNTY
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 2,500
    CRIME STOPPERS OF CUYAHOGA COUNTY
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 5,000
    CYSTIC FIBROSIS FOUNDATION
    MAIN STREET
    VALLEY VIEW,OH00000     		NONE PC GENERAL SUPPORT 5,200
    DETROIT SHOREWAY CDO
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 1,500
    DOMESTIC VIOLENCE CENTER
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 75,000
    DOWNTOWN CLEVELAND ALLIANCE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 11,000
    DREAMS COME TRUE OF LOUISIANA
    MAIN STREET
    YOUNGSVILLE,LA00000     		NONE PC GENERAL SUPPORT 10,000
    EDGE TACTICAL FOUNDATION INC
    MAIN STREET
    MENTOR,OH00000     		NONE PC GENERAL SUPPORT 10,000
    EDNA HOUSE FOR WOMEN INC
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 10,000
    EMERGENCY ASSISTANCE CENTER
    MAIN STREET
    NORTHFIELD,OH00000     		NONE PC GENERAL SUPPORT 200
    EMPOWER SPORTS
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 2,000
    FAMILY PROMISE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 27,500
    FEDERATED CHURCH
    MAIN STREET
    CHAGRIN FALLS,OH00000     		NONE PC GENERAL SUPPORT 15,000
    FIELDSTONE FARM
    MAIN STREET
    BAINBRIDGE,OH00000     		NONE PC GENERAL SUPPORT 5,000
    FLITE CENTER
    MAIN STREET
    FORT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 30,000
    FLORIDA CONSORTIUM OF PUBLIC CHARTER SCHOOLS
    MAIN STREET
    FORT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 1,000
    FLYING HORSE FARMS
    MAIN STREET
    MT GILEAD,OH00000     		NONE PC GENERAL SUPPORT 45,869
    FOLDS OF HONORS
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 5,000
    FOSTERING HOPE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 10,000
    FUND FOR OUR ECONOMIC FUTURE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 66,000
    GATHERING PLACE
    MAIN STREET
    BEACHWOOD,OH00000     		NONE PC GENERAL SUPPORT 100,000
    GEAUGA GROWTH PARTNERSHIP INC
    MAIN STREET
    NEWBURY,OH00000     		NONE PC GENERAL SUPPORT 10,000
    GEORGE RODRIGUE FOUNDATION FOR THE ARTS
    MAIN STREET
    NEW ORLEANS,LA00000     		NONE PC GENERAL SUPPORT 10,000
    GICIA
    MAIN STREET
    BOCA GRANDE,FL00000     		NONE PC GENERAL SUPPORT 200
    GILDA'S CLUB
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 22,500
    GREAT LAKES SCIENCE CENTER
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 125,000
    GREATER BATON ROUGE CRIME STOPPERS
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 10,000
    GREATER CLEVELAND FOODBANK
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 80,000
    GREATER CLEVELAND HABITAT FOR HUMANITY
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 280,000
    GREATER CLEVELAND YOUTH FOR CHRIST
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 3,000
    HABITAT OF BROWARD
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 25,000
    HANDY
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 10,000
    HATTIE LARLHAM
    MAIN STREET
    MANTUA,OH00000     		NONE PC GENERAL SUPPORT 56,000
    HAVEN OF REST
    MAIN STREET
    AKRON,OH00000     		NONE PC GENERAL SUPPORT 1,000
    HILLSDALE COLLEGE
    MAIN STREET
    HILLSDALE,MI00000     		NONE PC GENERAL SUPPORT 500
    HO MITA KODA FOUNDATION
    MAIN STREET
    NEWBURY,OH00000     		NONE PC GENERAL SUPPORT 25,000
    HOLDEN FOREST AND GARDENS
    MAIN STREET
    KIRTLAND,OH00000     		NONE PC GENERAL SUPPORT 100
    HOMES INC
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 5,000
    HOPE FOR HENRY
    MAIN STREET
    WASHINGTON,DC00000     		NONE PC GENERAL SUPPORT 215
    HOPE FOR KIDS
    MAIN STREET
    NOVELTLY,OH00000     		NONE PC GENERAL SUPPORT 100
    HOPE SOUTH FLORIDA
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 15,000
    HOPEWELL
    MAIN STREET
    MESOPOTAMIA,OH00000     		NONE PC GENERAL SUPPORT 5,000
    JACK & JILL CHILDREN'S CENTER
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 130,000
    JOHN CARROLL UNIVERSITY
    MAIN STREET
    UNIVERSITY HEIGHTS,OH00000     		NONE PC GENERAL SUPPORT 40,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    MAIN STREET
    INDEPENDENCE,OH00000     		NONE PC GENERAL SUPPORT 20,000
    KEATING CENTER
    MAIN STREET
    LAKEWOOD,OH00000     		NONE PC GENERAL SUPPORT 10,000
    KENT STATE UNIVERSITY
    MAIN STREET
    KENT,OH00000     		NONE PC GENERAL SUPPORT 1,000
    KIAWAH CONSERVANCY
    MAIN STREET
    KIAWAH ISLAND,SC00000     		NONE PC GENERAL SUPPORT 1,000
    KIDS IN DISTRESS
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 8,000
    KNOCK KNOCK CHILDRENS MUSEUM
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 5,000
    LAKE VIEW CEMETERY
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 100
    LAUREL SCHOOL
    MAIN STREET
    SHAKER HEIGHTS,OH00000     		NONE PC GENERAL SUPPORT 1,000
    LEUKEMIA & LYMPHOMA SOCIETY
    MAIN STREET
    INDEPENDENCE,OH00000     		NONE PC GENERAL SUPPORT 1,000
    LIGHT OF THE WORLD CLINIC
    MAIN STREET
    OAKLAND PARK,FL00000     		NONE PC GENERAL SUPPORT 30,000
    MAGNET
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 50,000
    MAKE A WISH FOUNDATION
    MAIN STREET
    COLUMBUS,OH00000     		NONE PC GENERAL SUPPORT 1,500
    MANSHIP THEATRE
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 5,000
    MANUFACTURING WORKS
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 30,000
    MARY BIRD PERKINS CANCER CENTER
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 2,000
    MIAMI UNIVERSITY
    MAIN STREET
    OXFORD,OH00000     		NONE PC GENERAL SUPPORT 10,500
    MILESTONES AUTISM RESOURCES
    MAIN STREET
    BEACHWOOD,OH00000     		NONE PC GENERAL SUPPORT 5,000
    MOVING PICTURE INSTITUTE
    MAIN STREET
    NEW YORK,NY00000     		NONE PC GENERAL SUPPORT 25,000
    NAT'L ALLIANCE FOR PUBLIC CHARTER SCHOOLS
    MAIN STREET
    WASHINGTON,DC00000     		NONE PC GENERAL SUPPORT 25,000
    NATURE CENTER AT SHAKER LAKES
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 20,000
    NOVA SOUTHEASTERN UNIVERSITY
    MAIN STREET
    FORT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 100,000
    OHIO HEALTH RIVERSIDE HOSPITAL
    MAIN STREET
    COLUMBUS,OH00000     		NONE PC GENERAL SUPPORT 10,000
    OHIO STATE UNIVERSITY FOUNDATION
    MAIN STREET
    COLUMBUS,OH00000     		NONE PC GENERAL SUPPORT 10,000
    OHIO UNIVERSITY FOUNDATION
    MAIN STREET
    ATHENS,OH00000     		NONE PC GENERAL SUPPORT 7,350
    OIC OF SOUTH FLORIDA
    MAIN STREET
    OAKLAND PARK,FL00000     		NONE PC GENERAL SUPPORT 10,000
    ONE HEALTH ORGANIZATION
    MAIN STREET
    WOODMERE,OH00000     		NONE PC GENERAL SUPPORT 10,000
    OPPORTUNITY OHIO
    MAIN STREET
    DUBLIN,OH00000     		NONE PC GENERAL SUPPORT 25,000
    OUR LADY OF THE LAKE FOUNDATION
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 50,000
    PACE CENTER FOR GIRLS
    MAIN STREET
    WILTON MANORS,FL00000     		NONE PC GENERAL SUPPORT 8,000
    PARTNERSHIP SCHOOLS - CLEVELAND
    MAIN STREET
    NEW YORK,OH00000     		NONE PC GENERAL SUPPORT 150,000
    PHILANTHROPY ROUNDTABLE
    MAIN STREET
    WASHINGTON,DC00000     		NONE PC GENERAL SUPPORT 25,000
    PROVIDENCE HOUSE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 145,000
    REALCLEAR FOUNDATION
    MAIN STREET
    NORTHBROOK,IL00000     		NONE PC GENERAL SUPPORT 25,000
    REC FOUNDATION
    MAIN STREET
    GREENVILLE,OH00000     		NONE PC GENERAL SUPPORT 10,000
    RED OAK CAMP
    MAIN STREET
    KIRTLAND,OH00000     		NONE PC GENERAL SUPPORT 1,369
    RONALD MCDONALD HOUSE OF CLE
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 55,000
    SAINT CASIMIR CHURCH
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 4,000
    SAINT MARTIN DE PORRES HIGH SCHOOL
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 330,000
    SCHOOL CHOICE OHIO
    MAIN STREET
    COLUMBUS,OH00000     		NONE PC GENERAL SUPPORT 25,000
    SECOND CHANCE SOCIETY
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 30,000
    SETON EDUCATION PARTNERS
    MAIN STREET
    NEW YORK,NY00000     		NONE PC GENERAL SUPPORT 25,000
    SHOES AND CLOTHES FOR KIDS
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 50,000
    SPIRIT OF CLEVELAND
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 10,000
    ST BALDRICKS FOUNDATION
    MAIN STREET
    MONROVIA,OH00000     		NONE PC GENERAL SUPPORT 2,500
    ST BARNABAS CHURCH
    MAIN STREET
    NORTHFIELD,OH00000     		NONE PC GENERAL SUPPORT 5,000
    ST GEORGE CATHOLIC CHURCH
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 12,000
    ST GEORGE FIREFIGHTERS FOUNDATION
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 5,000
    ST HUBERT'S EPISCOPAL CHURCH
    MAIN STREET
    KIRTLAND,OH00000     		NONE PC GENERAL SUPPORT 250
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    MAIN STREET
    PRAIRIEVILLE,TN00000     		NONE PC GENERAL SUPPORT 10,000
    ST LILLIAN'S ACADEMY
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 10,000
    ST SEBASTIAN CATHOLIC CHURCH
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 2,500
    STELLA MARIS
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 125,000
    STEPSTONE ACADEMY
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 40,000
    SUMMER ON THE CUYAHOGA
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 5,000
    TAX FOUNDATION
    MAIN STREET
    WASHINGTON,DC00000     		NONE PC GENERAL SUPPORT 50,000
    TEACH FOR AMERICA - CLEVELAND
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 500,000
    TEACH FOR AMERICA - BATON ROUGE
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 10,000
    THE 22 PROJECT
    MAIN STREET
    DELRAY BEACH,FL00000     		NONE PC GENERAL SUPPORT 160,000
    THRIVE BATON ROUGE
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 10,000
    TIGERS UNLIMITED FOUNDATION
    MAIN STREET
    AUBURN,LA00000     		NONE PC GENERAL SUPPORT 25,000
    TOWARDS EMPLOYMENT
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 50,000
    UNITED CAJUN NAVY
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 10,000
    UNITED WAY OF BROWARD COUNTY
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 10,000
    UNIVERSITY HOSPITAL-RAINBOW BABIES & CHILDREN
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 510,000
    UNIVERSITY LAB SCHOOL FOUNDATION
    MAIN STREET
    BATON ROUGE,LA00000     		NONE PC GENERAL SUPPORT 25,000
    UNIVERSITY OF CINCINNATI FOUNDATION
    MAIN STREET
    CINCINNATI,OH00000     		NONE PC GENERAL SUPPORT 7,000
    UNIVERSITY SCHOOL
    MAIN STREET
    HUNTING VALLEY,OH00000     		NONE PC GENERAL SUPPORT 10,000
    UPSIDE OF DOWNS
    MAIN STREET
    INDEPENDENCE,OH00000     		NONE PC GENERAL SUPPORT 5,000
    URBAN COMMUNITY SCHOOL
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 175,000
    VALLEY ART CENTER
    MAIN STREET
    CHAGRIN FALLS,OH00000     		NONE PC GENERAL SUPPORT 10,000
    VILLA ANGELA ST JOSEPH HS
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 200
    VOLUNTEERS OF AMERICA
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 325,000
    WESTERN RESERVE LAND CONSERVANCY
    MAIN STREET
    MORELAND HILLS,OH00000     		NONE PC GENERAL SUPPORT 30,000
    WJCU RADIO
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 100
    WOMEN IN DISTRESS
    MAIN STREET
    FT LAUDERDALE,FL00000     		NONE PC GENERAL SUPPORT 5,000
    WOODWARD ACADEMY
    MAIN STREET
    COLLEGE PARK,LA00000     		NONE PC GENERAL SUPPORT 1,000
    YOUTH AUTOMOTIVE TRAINING CENTER
    MAIN STREET
    DEERFIELD BEACH,FL00000     		NONE PC GENERAL SUPPORT 1,000
    YOUTH OPPORTUNITIES UNLIMITED
    MAIN STREET
    CLEVELAND,OH00000     		NONE PC GENERAL SUPPORT 45,000
    Total .................................bullet 3a 11,120,703
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 638  
    4 Dividends and interest from securities....     14 3,613,415  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 5,451,393  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFROM K-1 - LOCUS AGRICULTURE HOLDING LLC     		    01 -137,887  
    bFROM K-1 - TOWNSEND REAL ESTATE ALPHA FUND III,LP     01 -12,679  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,914,880 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,914,880
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE LOZICK FAMILY FOUNDATION
     
    Employer identification number

    61-6554435
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE LOZICK FAMILY FOUNDATION
          		Employer identification number
    61-6554435
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    2016-2021 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 1,299,161


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    2016-2022 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 1,090,410


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    2016-2023 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 941,314


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    2016-2024 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 831,272


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    2016-2025 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 745,387


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    2016-2026 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 674,131


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE LOZICK FAMILY FOUNDATION
          		Employer identification number
    61-6554435
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    2016-2027 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 617,016


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    2016-2028 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 569,435


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    2016-2029 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 529,195


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    2016-2030 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 494,717


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    2016-2031 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 464,847


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    2016-2032 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 438,723


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE LOZICK FAMILY FOUNDATION
          		Employer identification number
    61-6554435
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    2016-2033 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 415,686


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    2016-2034 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 395,220


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    2016-2035 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 376,920


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    2016-2036 CLAT DATED 812016
     
    29425 CHAGRIN BOULEVARD
     
    PEPPER PIKE, OH44122

    		$ 360,458


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE LOZICK FAMILY FOUNDATION
          		Employer identification number

    61-6554435
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE LOZICK FAMILY FOUNDATION
          		Employer identification number

    61-6554435
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 30,800 15,400 0 15,400

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Statement:
    MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE.

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    KEYBANK INVESTMENTS AT COST 3,550,350 4,229,854
    KEYBANK INVESTMENTS AT COST 11,658,562 16,248,364
    WELLS FARGO INVESTMENTS AT COST 22,409,656 25,145,990
    WELLS FARGO INVESTMENTS AT COST 160,315,860 193,328,336
    WELLS FARGO INVESTMENTS AT COST 15,270,359 20,820,564
    WELLS FARGO INVESTMENTS AT COST 8,300,247 9,393,103
    FROM K-1S AT COST 1,031,286 1,031,286
    LOCUS OIL HOLDING LLC AT COST 750,000 750,000
    WELLS FARGO INVESTMENTS AT COST 13,936,507 16,559,395

    TY 2020 LegalFeesSchedule
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 10,986 0 0 10,986


    TY 2020 OtherExpensesSchedule
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM K-1 NONDEDUCTIBLES - LOCUS AGRICULTURE HOLDING LLC 260 0 0 0
    FROM K-1 PARTNERSHIP EXPENSES - LOCUS AGRICULTURE HOLDING LLC 15,638 15,638 0 0
    FROM K-1 NONDEDUCTIBLES - TOWNSEND REAL ESTATE ALPHA FUND III,LP 5 0 0 0
    FROM K-1 PARTNERSHIP EXPENSES - TOWNSEND REAL ESTATE ALPHA FUND III,LP 139,042 139,042 0 0
    BANK FEES 633 633 0 0
    OFFICE EXPENSES 400 60 0 340


    TY 2020 OtherIncomeSchedule2
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1 - LOCUS AGRICULTURE HOLDING LLC -137,887 -137,887 0
    FROM K-1 - TOWNSEND REAL ESTATE ALPHA FUND III,LP -12,679 -12,679 0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Description Amount
    K-1 ADJUSTMENT - ACCRUAL TO BASIS REPORTING 379,927


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 1,290,987 865,987 0 425,000


    TY 2020 TaxesSchedule
    Name:
    THE LOZICK FAMILY FOUNDATION
    EIN:
    61-6554435
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 47,657 47,657 0 0
    OH REGISTRATION FEE 200 0 0 200
    2019 EXCISE TAX PAYMENTS 735,579 0 0 0
    ESTIMATED EXCISE TAX PAYMENTS 100,000 0 0 0