Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE DAVID AND ELAINE LOZIER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7420 WESTERFIELD RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LYNDEN, WA98264
A Employer identification number

82-3663203
B Telephone number (see instructions)

(360) 201-3666
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$26,351,759J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 404,551 404,551  
4 Dividends and interest from securities... 44,959 44,959  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,753
b Gross sales price for all assets on line 6a 582,269
7 Capital gain net income (from Part IV, line 2)... 21,753
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).......      
12 Total. Add lines 1 through 11........ 471,263 471,263  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,278 16,278   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
143 143   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,421 16,421   0
25 Contributions, gifts, grants paid....... 1,337,000 1,337,000
26 Total expenses and disbursements. Add lines 24 and 25 1,353,421 16,421   1,337,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -882,158
b Net investment income (if negative, enter -0-) 454,842
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 24,988,418 15,316,362 15,316,362
2 Savings and temporary cash investments......... 144,558    
3 Accounts receivable right arrow16,101
Less: allowance for doubtful accounts right arrow     16,101 16,101
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
4,983,069 		4,983,069
b Investments—corporate stock (attach schedule)....... 1,494,171 Click to see attachment
List of Attached Documents:
// Content
6,036,227 		6,036,227
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,627,147 26,351,759 26,351,759
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 26,627,147 26,351,759
29 Total net assets or fund balances (see instructions)..... 26,627,147 26,351,759
30 Total liabilities and net assets/fund balances (see instructions). 26,627,147 26,351,759
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
26,627,147
2
Enter amount from Part I, line 27a .....................
2
-882,158
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
606,770
4
Add lines 1, 2, and 3 ..........................
4
26,351,759
5
Decreases not included in line 2 (itemize) right arrow
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
26,351,759
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 582,269   560,516 21,753
b
c
d
e
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       21,753
b
c
d
e
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 21,753
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  
Part V
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 right arrow 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) 1 6,322
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,322
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 6,322
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 758
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,758
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 436
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow436 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
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
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowLEILANI SALINAS Telephone no.right arrow (360) 201-3666

Located atright arrow7420 WESTERFIELD RDLYNDENWA ZIP+4right arrow98264
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
DAVID LOZIER DIRECTOR
1.00 		0 0 0
7420 WESTERFIELD RD
LYNDEN,WA98264
ELAINE LOZIER DIRECTOR
1.00 		0 0 0
7420 WESTERFIELD RD
LYNDEN,WA98264
LEILANI LOZIER SALINAS TREASURER
4.00 		0 0 0
7420 WESTERFIELD RD
LYNDEN,WA98264
SUZANNE SISCO DIRECTOR
1.00 		0 0 0
7420 WESTERFIELD RD
LYNDEN,WA98264
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 FOUNDATION STARTED IN DECEMBER 2017 TO PROVIDE SUPPORT TO VARIOUS NONPROFIT ORGANIZATIONS WORLD-WIDE WITH NEEDS FALLING WITHIN THE BOUNDS OF CHARITABLE, RELIGIOUS AND EDUCATIONAL AND WHOSE PURPOSES REFLECT THE MORAL AND FINANCIAL VIEWPOINTS THAT THE LOZIER'S HAVE HELD TO. 1,337,000
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
13,769,707
b
Average of monthly cash balances.......................
1b
13,260,349
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
27,030,056
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
27,030,056
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
405,451
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,624,605
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,331,230
Part X
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 IX, line 6..................
1
1,331,230
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,322
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,322
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,324,908
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,324,908
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 XII, line 1 ...
7
1,324,908
Part XI
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
1,337,000
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,337,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,324,908
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 24,265
b From 2019...... 8,052
c From 2020...... 97,524
d From 2021...... 5,290
e From 2022...... 36,602
f Total of lines 3a through e ........ 171,733
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,337,000
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 1,324,908
e Remaining amount distributed out of corpus 12,092
5 Excess distributions carryover applied to 2023. 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 5 183,825
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		24,265
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		159,560
10 Analysis of line 9:
a Excess from 2019.... 8,052
b Excess from 2020.... 97,524
c Excess from 2021.... 5,290
d Excess from 2022.... 36,602
e Excess from 2023.... 12,092
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
DAVID LOZIER
ELAINE LOZIER
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LEILANI SALINAS
7420 WESTERFIELD RD
LYNDEN,WA98264
(360) 201-3666
bThe form in which applications should be submitted and information and materials they should include:
CURRENTLY, ORGANIZATIONS REQUESTING FUNDS SEND SOLICITATION LETTERS TO THE FOUNDATION WHICH ARE REVIEWED. LETTERS OF INTEREST ARE RESEARCHED AND DISCUSSED WITH THE BOARD TO DETERMINE IF FUNDS SHOULD BE GIVEN. NO FORMAL APPLICATION PROCESS HAS BEEN SET-UP YET.
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ACTON INSTITUTE

98 EAST FULTON STREET
GRAND RAPIDS,MI49503 		  PC TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY AND SUSTAINED BY RELIGIOUS PRINCIPLES. 40,000

ALLIANCE DEFENDING FREEDOM

15100 NORTH 90TH STREET
SCOTTSDALE,AZ85260 		  PC TO TRANSFORM LAW AND CULTURE SO TRUE FREEDOM CAN FLOURISH. 50,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36TH STREET SUITE 1100
NEW YORK,NY10018 		  PC TO SUPPORT VOLUNTEER AND PROFESSIONAL MEDICAL RESPONDERS PROVIDING ISRAEL'S PRE-HOSPITAL EMERGENCY NEEDS, INCLUDING MEDICAL, DISASTER, AMBULANCE AND BLOOD SERVICES. 20,000

BELLINGHAM CHRISTIAN SCHOOL

1600 E SUNSET DR
BELLINGHAM,WA98226 		  PC SUPPORT K-12 CHRISTIAN EDUCATION 50,000

BETHESDA TEACHING MINISTRY

PO BOX 20028
EL CAJON,CA92021 		  PC SUPPORT FOR CHILDREN AND EDUCATION IN BAJA, MEXICO 10,000

BILLY GRAHAM ASSOCIATION

1 BILLY GRAHAM PARKWAY
CHARLOTTE,NC28201 		  PC SUPPORT FOR INTERNATIONAL EVANGELISM 75,000

BREAD OF LIFE MISSION

97 S MAIN STREET
SEATTLE,WA98104 		  PC TO BRING HOPE, HEALING AND RECOVERY TO SEATTLE'S HOMELESS POPULATION 55,000

CATO INSTITUTE

1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  PC TO SUPPORT FOR PUBLICATION/PUBLIC POLICY RESEARCH AND INFORMATION DISTRIBUTION 15,000

CHRISTIAN FRIENDS OF ISRAEL - USA

PO BOX 470258
CHARLOTTE,NC28247 		  PC TO SUPPORT THE PEOPLE OF ISRAEL THROUGH EMOTIONAL, FINANCIAL AND PRACTICAL ASSISTANCE 75,000

CITY CHURCH - VENTURA

6360 TELEPHONE RD
VENTURA,CA93003 		  PC SUPPORT CHRISTIAN CHURCH MINISTRY 10,000

CUSP

18826 3RD AVE NW
SHORELINE,WA98177 		  PC TO SUPPORT CAMBODIAN UNIVERSITY STUDENTS FINANCIALLY WITH THEIR HIGHER EDUCATION 10,000

DOCTORS WITHOUT BORDERS

PO BOX 5030
HAGERSTOWN,MD21741 		  PC TO PROVIDE SUPPORT FOR MEDICAL HELP TO THOSE IN NEED OF MEDICAL ATTENTION, IN POVERTY-STRICKEN AND DEVELOPING NATIONS AND THOSE IN CRISIS SITUATIONS 15,000

EDCHOICE (MILTON FRIEDMAN)

111 MONUMENT CIRCLE
INDIANAPOLIS,IN46204 		  PC TO SUPPORT THE PROMOTION OF EDUCATIONAL CHOICE IN AMERICA 60,000

ENVISION MINISTRIES

710 EAST SUNSET
BELLINGHAM,WA98225 		  PC TO SUPPORT THE HOMELESS AND ADDICT COMMUNITY IN BELLINGHAM 25,000

FACILITATORS INTERNATIONAL (CROSSWAY CHURCH)

2370 142ND STREET
DORR,MI49323 		  PC SUPPORT CHRISTIAN CHURCH PLANTING IN NEPAL 20,000

FACILITATORS INTERNATIONAL (HIGHER GROUND)

2370 142ND STREET
DORR,MI49323 		  PC TO SUPPORT WOMEN'S EMPOWERMENT, AS WELL AS CAREER TRAINING FOR WOMEN WHO HAVE ESCAPED TRAFFICKING AND ABUSE IN NEPAL 20,000

FAMILY RESEARCH COUNCIL

PO BOX 2339
HOLLAND,MI49422 		  PC TO SUPPORT THE ADVANCEMENT OF FAITH, FAMILY, AND FREEDOM IN GOVERNMENT AND CULTURE FROM A CHRISTIAN WORLDVIEW 50,000

FIRST THINGS

9 EAST 40TH STREET 10TH FLOOR
NEW YORK,NY10016 		  PC TO SUPPORT THE ADVANCEMENT OF INTERRELIGIOUS PHILOSOPHICAL INFORMATION TO THE PUBLIC, FOR THE PURPOSE OF PROVIDING ORDER TO OUR CULTURE 5,000

FOUNDATION FOR HIS MINISTRY

PO BOX 7000
SAN CLEMENTE,CA92673 		  PC TO SUPPORT MINISTRY TO POOR AND ORPHANED CHILDREN AND FAMILIES IN MEXICO 40,000

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507 		  PC TO SUPPORT PUBLIC POLICY RESEARCH TO ADVANCE INDIVIDUAL LIBERTIES, FREE ENTERPRISE, AND LIMITED & ACCOUNTABLE GOVERNMENT 40,000

GARY SINISE FOUNDATION

PO BOX 368
WOODLAND HILLS,CA91365 		  PC TO SUPPORT AND HONOR OUR NATIONS DEFENDERS, VETERANS, FIRST RESPONDERS AND THEIR FAMILIES 40,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		  PC TO SUPPORT RESEARCH AND EDUCATION SUPPORTING CONSERVATIVE PUBLIC POLICIES TO ADVANCE INDIVIDUAL LIBERTIES, FREE ENTERPRISE, AND LIMITED & ACCOUNTABLE GOVERNMENT 40,000

HERZL-NER TAMID CONGREGATION

4326 193RD AVE SE
ISSAQUAH,WA98027 		  PC SUPPORT TO BE USED AS MOST NEEDED IN SUPPORT OF THE MINISTRIES OF THE SYNAGOGUE 25,000

HILLSDALE COLLEGE

33 EAST COLLEGE ST
HILLSDALE,MI49242 		  PC SUPPORT PRIVATE LIBERAL ARTS COLLEGE 55,000

HOME SCHOOL (LEGAL DEFENSE) FOUNDATION

PO BOX 3000
PURCELLVILLE,VA20134 		  PC TO SUPPORT HOMESCHOOL FAMILIES WITH LEGAL DEFENSE FUNDING NEEDS 10,000

ICR - INTERNATIONAL CHRISTIAN RESPONSE

PO BOX 611
LYNDEN,WA98264 		  PC TO SUPPORT PERSECUTED CHRISTIANS THROUGHOUT THE WORLD 15,000

IMAGE CHURCH

16625 REDMOND WAY SUITE M
REDMOND,WA98052 		  PC SUPPORT CHRISTIAN CHURCH MINISTRY 10,000

KIDSTOWN INTERNATIONAL INC

119 N COMMERCIAL 165
BELLINGHAM,WA98225 		  PC TO SUPPORT INDIGENOUSLY-OPERATED ORPHANAGES AND FAMILY-BASED CARE UNITS, PROVIDING IMPOVERISHED AND ORPHANED CHILDREN THE ABILITY TO BECOME WELL-EDUCATED PRODUCTIVE ADULTS 30,000

LIGHTHOUSE MISSION MINISTRIES

PO BOX 548
BELLINGHAM,WA98227 		  PC TO BRING HOPE, HEALING, AND RECOVERY TO WHATCOM COUNTY'S HOMELESS POPULATION 65,000

LOTWPC - CHRISTY TUCKER

PO BOX 31037
BELLINGHAM,WA98228 		  PC SUPPORT FOR CHRISTIAN MISSIONARY TO ISRAEL 10,000

LYNDEN CHRISTIAN SCHOOL

471 LYNCS DRIVE
LYNDEN,WA98264 		  PC SUPPORT K-12 CHRISTIAN EDUCATION 35,000

MAOZ ISRAEL

PO BOX 535788
GRAND PRAIRIE,MI75053 		  PC SUPPORT ISRAEL THROUGH HUMANITARIAN AID 35,000

MORTON BLACKWELL LEADERSHIP INSTITUTE

1101 N HIGHLAND STREET
ARLINGTON,WA22201 		  PC TO SUPPORT THE TRAINING OF YOUNG LEADERS IN CONSERVATIVE VALUES ALLOWING THEM THE OPPORTUNITY TO PARTICIPATE AND SUCCEED IN GOVERNMENT, POLITICS AND MEDIA EFFECTIVELY 10,000

NAIM MINISTRIES

PO BOX 499
SUMAS,WA98295 		  PC SUPPORT INDIGENOUS MISSIONS 5,000

NEVER TO FOREVER

8220 BOB HALL RD
LYNDEN,WA98264 		  PC SUPPORT SMALL NON-PROFITS WHOSE PURPOSE IS TO PROMOTE MENTAL HEALTH 4,000

NEW WAY MINISTRIES

205 SOUTH BC AVENUE SUITE 117
LYNDEN,WA98264 		  PC SUPPORT A CHRIST CENTERED HOUSING PROGRAM SUPPORTING SINGLE MOM'S AND THEIR CHILDREN TO FOSTER LASTING HEALING AND STABILITY 15,000

ONE FOR ISRAEL

1300 GLADE ROAD
COLLEYVILLE,TX76034 		  PC TO SUPPORT THE ADVANCEMENT OF THE KNOWLEDGE OF JESUS AS MESSIAH 20,000

PACIFIC LEGAL FOUNDATION

930 G STREET
SACRAMENTO,CA95814 		  PC TO SUPPORT LITIGATION FOR PEOPLE IN THEIR RIGHT TO LIVE RESPONSIBLY AND PRODUCTIVELY WITHIN THE BOUNDS OF THEIR MORAL CONVICTIONS 15,000

PACIFIC MISSIONARY AVIATION - AMOS & HEIDI

PO BOX 3209
HAGATNA,GU96932 		  PC SUPPORT FOR MISSIONARIES TO SOUTHEAST ASIA 10,000

PRAGERU

15021 VENTURA BOULEVARD SUITE 552
SHERMAN OAKS,CA91403 		  PC TO SUPPORT EDUCATION PROMOTING AMERICAN VALUES 10,000

PROMISE 23 RANCH MINISTRIES

2065 EAST HEMMI RD
EVERSON,WA98247 		  PC SUPPORT BATTERED WOMEN THROUGH THERAPEUTIC HEALING INVOLVING HORSES 10,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		  PC SUPPORT WORLD-WIDE DISASTER RELIEF 80,000

SEATTLE CHILDREN'S HOSPITAL FOUNDATION

PO BOX 5371 MSC 818-S
SEATTLE,WA98145 		  PC SUPPORT FOR MEDICAL RESEARCH, EDUCATION AND TREATMENT FOR CHILDREN 10,000

SHINING LIGHT INTERNATIONAL

1398 WINDMILL AVE
COLORADO SPRINGS,CO80907 		  PC TO SUPPORT CHRISTIANS IN PAKISTAN 30,000

THE CLAREMONT INSTITUTE

1317 WEST FOOTHILL BLVD STE 120
UPLAND,CA91786 		  PC TO SUPPORT RESTORATION OF OUR FOUNDING PRINCIPLES AND VALUES 15,000

THE EXODUS ROAD INC

PO BOX 64063
COLORADO SPRINGS,CO80962 		  PC SUPPORT RESCUE OF WOMEN OUT OF HUMAN TRAFFICKING 20,000

TURNING POINT USA

4940 E BEVERLY ROAD
PHOENIX,AZ85044 		  PC SUPPORT THE EDUCATION OF STUDENTS ON THE IMPORTANCE OF FISCAL RESPONSIBILITY, FREE MARKETS AND CAPITALISM 5,000

UNIVERSITY OF NEBRASKA FOUNDATION (COLLEGE OF BUSINESS SCHOLARSHIPS)

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC SUPPORT FOR UNO BUSINESS SCHOOL SCHOLARSHIPS 5,000

WEC INTERNATIONAL - MICAH & EMILY COLLINS

PO BOX 1707
FORT WASHINGTON,PA19034 		  PC SUPPORT FOR MISSIONARIES TO SOUTHEAST ASIA 10,000

YOUNG LIFE OF NORTH WHATCOM COUNTY

1855 MAIN STREET SUITE 206
FERNDALE,WA98248 		  PC SUPPORT FOR LOCAL YOUTH ORGANIZATION AND CAMPS COMMITTED TO CHRISTIAN CONNECTION, SUPPORT AND GROWTH 5,000

YWAM - LAKESIDE MONTANA - ARNOLD & DEBBIE (#3024)

501 BLACKTAIL ROAD
LAKESIDE,MT59922 		  PC SUPPORT FOR YOUTH DISCIPLESHIP TRAINING 3,000
Total .................................right arrow 3a 1,337,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 404,551  
4 Dividends and interest from securities ....     14 44,959  
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 21,753  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 471,263 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
471,263
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Statement:
THE FOUNDATION IS NOT REQUIRED TO REGISTER WITH THE ATTORNEY GENERAL.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC IRELAND 35,091 35,091
ADOBE INC 20,881 20,881
AIR PROD & CHEM INC 26,011 26,011
ALPHABET INC 98,651 98,651
AMAZON COM INC 130,668 130,668
AMERICAN EXPRESS CO. 35,782 35,782
APPLE INC 78,937 78,937
APPLIED MATERIALS INC 38,411 38,411
BERKSHIRE HATHAWAY CLB NEW 32,099 32,099
BLACKROCK INC 32,472 32,472
COCA COLA CO 28,463 28,463
COMCAST CORP 26,091 26,091
CORTEVA INC 23,097 23,097
COSTCO WHOLESALE CORP 8,581 8,581
CVS HEALTH CORP COM 28,741 28,741
ELEVANCE HEALTH INC 28,294 28,294
HONEYWELL INTL INC 28,940 28,940
HUMANA INC 27,011 27,011
INTUIT INC 39,377 39,377
JPMORGAN CHASE & CO 27,896 27,896
LAM RESEARCH CORPORATION 42,296 42,296
LENNAR CORPORATION 33,236 33,236
LOCKHEED MARTIN CORP 24,475 24,475
LOWES COMPANIES INC 28,932 28,932
MASTERCARD INC CL A 8,530 8,530
MERCADOLIBRE INC 42,432 42,432
META PLATFORMS INC 48,846 48,846
MICROSOFT CORP 56,406 56,406
NEXTERA ENERGY INC 23,871 23,871
NIKE INC B 22,691 22,691
NORTHROP GRUMMAN CP 27,620 27,620
PAYPAL HLDGS INC COM 24,441 24,441
PEPSICO INC NC 24,287 24,287
QUALCOMM INC 28,926 28,926
ROCKWELL AUTOMATION INC 28,564 28,564
SALESFORCE INC 37,892 37,892
SERVICENOW INC 17,662 17,662
STARBUCKS CORP WASHINGTON 11,809 11,809
T-MOBILE US INC COM 30,783 30,783
TAIWAN SMCNDCTR MFG CO LTD ADR 37,960 37,960
UBER TECHNOLOGIES INC 49,256 49,256
UNITEDHEALTH GP INC 37,906 37,906
VERIZON COMMUNICATIONS 22,281 22,281
VISA INC CL A 9,373 9,373
WALT DISNEY CO HLDG CO 26,184 26,184
WELLS FARGO & CO NEW 25,840 25,840
WORKDAY INC CL A 25,674 25,674
ADVANCE MICRO DEVICES 24,617 24,617
ASML HOLDING NV NY REG NEW 16,652 16,652
BECTON DICKINSON & CO 25,846 25,846
CHEVRON CORP 26,252 26,252
EDWARD LIFESCIENCES CORP 19,978 19,978
ESTEE LAUDER CO INC CL A 8,336 8,336
EXXON MOBIL CORP 26,795 26,795
FORTINET INC 25,812 25,812
GENL DYNAMICS CORP 17,398 17,398
LINDE PLC 2,054 2,054
NVIDIA CORPORATION 33,180 33,180
PALO ALTO NETWORKS INC 28,014 28,014
REPUBLIC SERVICES INC 25,891 25,891
RTX CORPORATION 16,828 16,828
SEMPRA 31,536 31,536
STRYKER CORP 21,561 21,561
THE CIGNA GROUP 30,544 30,544
THERMO FISHER SCIENTIFIC 25,478 25,478
KRANESHARES CSI CHINA INTERNET 20,844 20,844
SPDR S&P 500 ETF 4,014,944 4,014,944

TY 2023 InvestmentsGovtObligationsSch
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
US Government Securities - End of Year Book Value:

4,983,069
US Government Securities - End of Year Fair Market Value:

4,983,069
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherIncreasesSchedule
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Description Amount
UNREALIZED GAIN ON INVESTMENTS 606,770


TY 2023 OtherProfessionalFeesSchedule
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 16,278 16,278   0


TY 2023 TaxesSchedule
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 143 143   0