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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$27,555,683J 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 622,743 622,743  
4 Dividends and interest from securities... 108,552 108,552  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,503,328
b Gross sales price for all assets on line 6a 13,477,064
7 Capital gain net income (from Part IV, line 2)... 1,503,328
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........ 2,234,623 2,234,623  
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)....... Click to see attachment
List of Attached Documents:
// Content
12,568 0   12,568
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,801 25,801   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,178 178   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.......... 44,547 25,979   12,568
25 Contributions, gifts, grants paid....... 1,434,000 1,434,000
26 Total expenses and disbursements. Add lines 24 and 25 1,478,547 25,979   1,446,568
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 756,076
b Net investment income (if negative, enter -0-) 2,208,644
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 15,316,362 1,875,467 1,875,467
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   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) 4,983,069 Click to see attachment
List of Attached Documents:
// Content
23,280,289 		23,280,289
b Investments—corporate stock (attach schedule)....... 6,036,227 Click to see attachment
List of Attached Documents:
// Content
2,399,927 		2,399,927
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) 26,351,759 27,555,683 27,555,683
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 26,351,759 27,555,683
29 Total net assets or fund balances (see instructions)..... 26,351,759 27,555,683
30 Total liabilities and net assets/fund balances (see instructions). 26,351,759 27,555,683
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
26,351,759
2
Enter amount from Part I, line 27a .....................
2
756,076
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
447,848
4
Add lines 1, 2, and 3 ..........................
4
27,555,683
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
27,555,683
Form 990-PF (2024)
Form 990-PF (2024)
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 13,477,064   11,973,736 1,503,328
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       1,503,328
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 1,503,328
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 30,700
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 30,700
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 30,700
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 436
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 31,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,436
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 322
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 10 414
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow414 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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. 1,434,000
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 (2024)
Form 990-PF (2024)
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
21,921,690
b
Average of monthly cash balances.......................
1b
5,957,705
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
27,879,395
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
27,879,395
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
418,191
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,461,204
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,373,060
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
1,373,060
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
30,700
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
30,700
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,342,360
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,342,360
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
1,342,360
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
1,446,568
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
1,446,568
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,342,360
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 8,052
b From 2020...... 97,524
c From 2021...... 5,290
d From 2022...... 36,602
e From 2023...... 12,092
f Total of lines 3a through e ........ 159,560
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,446,568
a Applied to 2023, 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 2024 distributable amount..... 1,342,360
e Remaining amount distributed out of corpus 104,208
5 Excess distributions carryover applied to 2024. 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 5 263,768
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		8,052
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		255,716
10 Analysis of line 9:
a Excess from 2020.... 97,524
b Excess from 2021.... 5,290
c Excess from 2022.... 36,602
d Excess from 2023.... 12,092
e Excess from 2024.... 104,208
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 THE ACTON INSTITUTE IS A THINK TANK WHOSE MISSION IS TO PROMOTE A FREE AND VIRTUOUS SOCIETY CHARACTERIZED BY INDIVIDUAL LIBERTY AND SUSTAINED BY RELIGIOUS PRINCIPLES. 50,000

ALLIANCE DEFENDING FREEDOM

15100 NORTH 90TH STREET
SCOTTSDALE,AZ85260 		  PC ALLIANCE DEFENDING FREEDOM IS COMMITTED TO TRANSFORMING LAW AND CULTURE SO TRUE FREEDOM CAN FLOURISH. 50,000

BELLINGHAM CHRISTIAN SCHOOL

1600 E SUNSET DR
BELLINGHAM,WA98226 		  PC SUPPORT K-12 CHRISTIAN EDUCATION 40,000

BETHESDA TEACHING MINISTRY

PO BOX 20028
EL CAJON,CA92021 		  PC SUPPORT FOR EVANGELICAL MINISTRY TO NEEDY CHILDREN IN MEXICO 10,000

BILLY GRAHAM ASSOCIATION

1 BILLY GRAHAM PARKWAY
CHARLOTTE,NC28201 		  PC SUPPORT FOR EVANGELISM AND EQUIPPING THE CHURCH TO DO THE SAME 80,000

BREAD OF LIFE MISSION

97 S MAIN STREET
SEATTLE,WA98104 		  PC SUPPORT FOR MINISTRY TO THE HOMELESS 50,000

CATO INSTITUTE

1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  PC PUBLICATION SUPPORTING/PROVIDING PUBLIC POLICY RESEARCH AND INFORMATION DISTRIBUTION 15,000

CHRISTIAN FRIENDS OF ISRAEL - USA

PO BOX 470258
CHARLOTTE,NC28247 		  PC EVANGELICAL OUTREACH & SUPPORT TO ISRAEL 50,000

CITY CHURCH - VENTURA

6360 TELEPHONE RD
VENTURA,CA93003 		  PC SUPPORT EVANGELICAL CHURCH 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 STE 2650
INDIANAPOLIS,IN46204 		  PC PROMOTING EDUCATIONAL CHOICE 60,000

ENVISION MINISTRIES - SPECIAL NEED

710 EAST SUNSET
BELLINGHAM,WA98225 		  PC SUPPORT MINISTRY TO THE HOMELESS 30,000

ENVISION MINISTRIES

710 EAST SUNSET
BELLINGHAM,WA98225 		  PC TO SUPPORT THE MINISTRY TO THE HOMELESS 10,000

FACILITATORS INTERNATIONAL (CROSSWAY CHURCH)

3095 THORNCREST DR SE
GRAND RAPIDS,MI49546 		  PC SUPPORT EVANGELICAL CHURCH IN KATHMANDU 20,000

FACILITATORS INTERNATIONAL (HIGHER GROUND)

3095 THORNCREST DR SE
GRAND RAPIDS,MI49546 		  PC TO SUPPORT MINISTRY TO ABUSED, TRAFFICKED, AND DISENFRANCHISED WOMEN IN NEPAL 20,000

FAMILY RESEARCH COUNCIL

PO BOX 2339
HOLLAND,MI49422 		  PC RESEARCH & EDUCATION PROMOTING AND SUPPORTING FAMILIES 50,000

FIRST THINGS

9 EAST 40TH STREET 10TH FLOOR
NEW YORK,NY10016 		  PC PUBLICATION SUPPORTING THE ADVANCEMENT OF INTERRELIGIOUS PHILOSPPHICAL INFORMATION TO THE PUBLIC, FOR THE PURPOSE OF PROVIDING ORDER TO OUR CULTURE 7,500

FOUNDATION FOR HIS MINISTRY

PO BOX 7000
SAN CLEMENTE,CA92673 		  PC TO SUPPORT RESCUING CHILDREN IN MEXICO FROM ABUSE, NEGLECT & ABANDONMENT 40,000

FREEDOM FOUNDATION (EVERGREEN)

PO BOX 552
OLYMPIA,WA98507 		  PC PROMOTES LIMITED, RESPONSIBLE GOVERNMENT AT ALL LEVELS 40,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		  PC SUPPORTING AND CARING FOR THE HEALTH, WELL-BEING, AND EDUCATION OF THE ISRAELI DEFENSE FORCES AS THEY PROTECT THE STATE OF ISRAEL, DEMOCRACY, AND WESTERN CIVILIZATION 50,000

GARY SINISE FOUNDATION

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

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		  PC PROMOTES PUBLIC POLICIES BASED ON THE FREE ENTERPRISE SYSTEM AND TRADITIONAL VALUES 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 50,000

HILLSDALE COLLEGE

33 EAST COLLEGE STREET
HILLSDALE,MI49242 		  PC SUPPORT EVANGELICAL CHRISTIAN COLLEGE 55,000

HOME SCHOOL (LEGAL DEFENSE) FOUNDATION

PO BOX 3000
PURCELLVILLE,VA20134 		  PC TO SUPPORT HOMESCHOOL FAMILIES 10,000

ICR - INTERNATIONAL CHRISTIAN RESPONSE

PO BOX 611
LYNDEN,WA98264 		  PC TO SUPPORT MINISTRY TO PERSECUTED CHRISTIANS WORLDWIDE 15,000

IMAGE CHURCH

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

KIDSTOWN INTERNATIONAL INC

119 N COMMERCIAL 165
BELLINGHAM,WA98225 		  PC SUPPORT FOR ORPHANED, ABANDONED, AND DESTITUTE CHILDREN IN ASIA 30,000

LIGHTHOUSE MISSION MINISTRIES

PO BOX 548
BELLINGHAM,WA98227 		  PC SUPPORT MINISTRY TO THE HOMELESS 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 PRE 3-12 CHRISTIAN EDUCATION 45,000

MAOZ ISRAEL

PO BOX 535788
GRAND PRAIRIE,MI75053 		  PC SUPPORT MESSIANIC MINISTRY TO ISRAEL 35,000

MERCY MINISTRIES - RENEE

13890 INDIO DRIVE
SOUGHHOUSE,CA95683 		  PC SUPPORT FOR CHRISTIAN MISSIONARY TO NORTHERN AFRICA 7,500

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 MINISTRY TO THE INDIGENOUS PEOPLE OF NORTH AMERICA 5,000

NEVER TO FOREVER

7440 WESTERFIELD RD
LYNDEN,WA98264 		  PC SUPPORT MINISTRY AND FOR THOSE IN NEED 4,000

NEW WAY MINISTRIES

205 SOUTH BC AVENUE SUITE 117
LYNDEN,WA98264 		  PC SUPPORT MINISTRY TO YOUNG MOTHERS 10,000

ONE FOR ISRAEL

2405 MUSTANG DR
GRAPEVINE,TX76051 		  PC TO SUPPORT THE ADVANCEMENT OF THE KNOWLEDGE OF JESUS AS MESSIAH 40,000

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 10,000

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 SUPPORTING PRO-AMERICAN VALUES 15,000

PROMISE 23 RANCH MINISTRIES

2065 EAST HEMMI RD
EVERSON,WA98247 		  PC SUPPORT MINISTRY TO WOMEN RESCUED FROM ABUSE AND TRAFFICKING 10,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		  PC PROVIDES PHYSICAL AND SPIRITUAL AID TO HURTING PEOPLE AROUND THE WORLD 85,000

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 MINSITRY TO PAKISTAN 30,000

THE CLAREMONT INSTITUTE

1317 WEST FOOTHILL BLVD STE 120
UPLAND,CA91786 		  PC SUPPORT RESTORING THE TRADITIONAL AMERICAN VALUES 20,000

THE EXODUS ROAD INC

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

TURNING POINT USA

4940 E BEVERLY ROAD
PHOENIX,AZ85044 		  PC EMPOWERING YOUNG PEOPLE TO PROMOTE FREE-MARKET AND LIMITED GOVERNMENT PRINCIPLES 15,000

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
Total .................................right arrow 3a 1,434,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 622,743  
4 Dividends and interest from securities ....     14 108,552  
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 1,503,328  
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 2,234,623 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,234,623
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,568 0   12,568

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Statement:
THE FOUNDATION IS NOT REQUIRED TO REGISTER WITH THE ATTORNEY GENERAL.

TY 2024 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 35,179 35,179
ADOBE INC 15,564 15,564
AIR PROD & CHEM INC 27,554 27,554
ALPHABET INC 133,308 133,308
AMAZON COM INC 164,543 164,543
AMERICAN EXPRESS CO. 45,112 45,112
APPLE INC 95,160 95,160
APPLIED MATERIALS INC 25,858 25,858
BERKSHIRE HATHAWAY CLB NEW 40,795 40,795
BLACKROCK INC 41,004 41,004
COCA COLA CO 22,102 22,102
COMCAST CORP 22,330 22,330
CORTEVA INC 28,480 28,480
COSTCO WHOLESALE CORP 10,995 10,995
ELEVANCE HEALTH INC 22,134 22,134
HUMANA INC 7,358 7,358
INTUIT INC 34,568 34,568
JPMORGAN CHASE & CO 37,634 37,634
LAM RESEARCH CORPORATION 25,281 25,281
LENNAR CORPORATION 14,319 14,319
LOCKHEED MARTIN CORP 26,241 26,241
LOWES COMPANIES INC 32,084 32,084
MASTERCARD INC CL A 10,531 10,531
MERCADOLIBRE INC 39,110 39,110
META PLATFORMS INC 76,702 76,702
MICROSOFT CORP 63,225 63,225
NEXTERA ENERGY INC 30,468 30,468
NORTHROP GRUMMAN CP 27,688 27,688
PAYPAL HLDGS INC COM 26,202 26,202
PEPSICO INC NC 33,301 33,301
QUALCOMM INC 28,727 28,727
ROCKWELL AUTOMATION INC 26,293 26,293
SALESFORCE INC 48,144 48,144
SERVICENOW INC 25,443 25,443
STARBUCKS CORP WASHINGTON 10,129 10,129
T-MOBILE US INC COM 42,380 42,380
TAIWAN SMCNDCTR MFG CO LTD ADR 43,053 43,053
UBER TECHNOLOGIES INC 48,256 48,256
UNITEDHEALTH GP INC 36,422 36,422
VISA INC CL A 42,981 42,981
WALT DISNEY CO HLDG CO 20,711 20,711
WORKDAY INC CL A 34,060 34,060
ADVANCE MICRO DEVICES 21,017 21,017
ASML HOLDING NV NY REG NEW 25,644 25,644
BECTON DICKINSON & CO 38,568 38,568
CHEVRON CORP 28,968 28,968
EXXON MOBIL CORP 32,271 32,271
FORTINET INC 45,161 45,161
LINDE PLC 25,120 25,120
NVIDIA CORPORATION 87,289 87,289
PALO ALTO NETWORKS INC 34,572 34,572
REPUBLIC SERVICES INC 28,568 28,568
RTX CORPORATION 16,201 16,201
SEMPRA 37,018 37,018
STRYKER CORP 25,924 25,924
THE CIGNA GROUP 28,166 28,166
THERMO FISHER SCIENTIFIC 33,815 33,815
CAPITAL ONE FINANCIAL CORP 28,710 28,710
CROWDSTRIKE HLDGS INC CL A 49,271 49,271
EATON CORP PLC SHS 6,306 6,306
ELI LILLY & CO 23,160 23,160
L3HARRIS TECHNOLOGIES INC 34,486 34,486
MC DONALDS CORP 41,164 41,164
MERCK & CO INC NEW COM 19,100 19,100
PACCAR INC 36,407 36,407
SCHLUMBERGER LTD 31,592 31,592

TY 2024 InvestmentsGovtObligationsSch
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
US Government Securities - End of Year Book Value:

23,280,289
US Government Securities - End of Year Fair Market Value:

23,280,289
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherIncreasesSchedule
Name:
THE DAVID AND ELAINE LOZIER FOUNDATION
EIN:
82-3663203
Description Amount
UNREALIZED GAIN ON INVESTMENTS 447,848


TY 2024 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 25,801 25,801   0


TY 2024 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 178 178   0
FEDERAL TAX 6,000 0   0