Edward A. and Catherine L. Lozick Foundation

The Edward A. and Catherine L. Lozick Foundation is a private grantmaking organization based in Pepper Pike, Ohio. The Foundation is run by the daughter of billionaire industrialist and Republican donor Fred Lennon. 1

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At-A-Glance

Type: Non-profit, 501(c)(3), Private Foundation
Formation:

1983

President:

Catherine L. Lozick

President’s Salary (2021):

$25,000 2

Location: Pepper Pike, OH View on map
Tax ID: 34-1386776
Most Recent Filing: 2023
Budget (2023): Assets: $0 Revenue: $0 Expenses: $122,892

Contents

    The Edward A. and Catherine L. Lozick Foundation provides grants to organizations primarily in Ohio and Florida, spanning a variety of charitable causes. The Foundation also makes contributions to right of center organizations, including the State Policy Network (SPN), a coalition of free-market state-level policy organizations, and SPN member organizations. 3

    Grantmaking

    In 2021, the Edward A. and Catherine L. Lozick Foundation provided $4.655 million in grants, including its largest contribution ($1.8 million) to the Cleveland Clinic Foundation. The Foundation also supported the State Policy Network (SPN) ($50,000) and SPN coalition member organizations like the Foundation for Government Accountability ($25,000), Manhattan Institute for Policy Research ($25,000), and the Nevada Policy Research Institute ($25,000). 3

    In 2020, Edward A. & Catherine L. Lozick Foundation provided grants to SPN coalition member organizations like the American Enterprise Institute ($25,000) and the National Right to Work Legal Defense Fund ($15,000). The Foundation also provided grants to right of center organizations like Accuracy in Media, the Buckeye Institute, Citizens Against Government Waste, the Ethics and Public Policy Center, and the Jewish Institute for National Security Affairs (JINSA). 4

    Funding

    Edward A. and Catherine L. Lozick Foundation was initially funded by contributions from Edward and Catherine Lozick totaling $6.6 million between 2001 and 2015. In 2015, the estate of Edward A. Lozick contributed $1.58 million. Between 2008 and 2015, the Swagelok Manufacturing Company contributed $24 million to the Foundation. 5

    People

    Executive Director

    Christopher Hitchcock is the executive director of both the Edward A. and Catherine L. Lozick Foundation 2 and the Fred A. Lennon Charitable Trust. 6 Hitchcock is a former trustee of the Fund for Our Economic Future of Northeast Ohio. 7

    Board of Trustees

    Catherine Lozick is the president of the Edward A. and Catherine L. Lozick Foundation. Forbes estimates her net worth to be $2.5 billion. 8 Lozick is the daughter of industrialist Fred Lennon, founder of the Swagelok Manufacturing Company (originally called Crawford Fitting Co.). Lennon was a billionaire and donor to the Republican Party, contributing $500,000 between 1993 and 1996. 1

    Douglas Spicer is the secretary of the Edward A. and Catherine L. Lozick Foundation, 2 the Lozick Family Foundation,  9 and the Fred A. Lennon Charitable Trust. 6

    James C. Boland is a former member of the board of the Swagelok Company. 10

    Thomas F. Lozick is the chair and CEO of the Swagelok Company and a grandson of Fred Lennon. 11

    Other members of the board include treasurer Thomas Janich, William N. West, Kelly A. Browne, and Timothy P. Ryan. 2

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2023 $122,892 View
    2022 $93,750 $-68,744 $4,226,889 View
    2021 $4,350,002 $1,911,091 $4,938,676 View
    2020 $8,855,384 $3,214,573 $7,680,890 View
    2019 $15,659,748 $2,290,887 $6,489,616 View

    Prior year filings: 2015, 2014, 2013, 2012, 2011

    Expenses Detail

    Grant Activity

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $28,992,764
    • Number of Grants: 1,885
    • Number of Recipients: 486

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $3,575,0002020 The Cleveland Clinic Foundation Group ReturnGENERAL SUPPORT
    $1,800,0002022 Clevland ClinicGENERAL SUPPORT
    $1,800,0002021 The Cleveland Clinic Foundation Group ReturnGENERAL SUPPORT
    $1,000,0002020 Saint Martin De Porres High SchoolGENERAL SUPPORT
    $522,5002020 Cleveland Clinic Florida Pharmacy Services Nonprofit CorporationGENERAL SUPPORT
    $500,0002021 Cleveland Clinic Florida Pharmacy Services Nonprofit CorporationGENERAL SUPPORT
    $205,0002021 Habitat for Humanity Of BrowardGENERAL SUPPORT
    $175,0002022 Auburn Education FoundationGENERAL SUPPORT
    $160,0002022 CUYAHOGA COMMUNITY COLLEGE FOUNDATIGENERAL SUPPORT
    $150,0002020 The 22 Project Inc.GENERAL SUPPORT
    $120,0002021 Edna House for Women IncGENERAL SUPPORT
    $100,0002022 The 22 Project Inc.GENERAL SUPPORT
    $100,0002022 The Buckeye InstituteGENERAL SUPPORT
    $100,0002021 The 22 Project Inc.GENERAL SUPPORT
    $100,0002021 The Buckeye InstituteGENERAL SUPPORT
    $90,0002022 Alliance for Working TogetherGENERAL SUPPORT
    $75,0002022 Youth Opportunities UnlimitedGENERAL SUPPORT
    $75,0002021 Boys and Girls Clubs of Northeast OhioGENERAL SUPPORT
    $70,1302020 Beaumont SchoolGENERAL SUPPORT
    $67,4102020 Gilmour Academy IncGENERAL SUPPORT
    $60,0002021 CUYAHOGA COMMUNITY COLLEGE FOUNDATIGENERAL SUPPORT
    $57,6822020 Notre Dame Cathedral Latin SchoolGENERAL SUPPORT
    $56,0002021 Boys & Girls Club of Broward CtyGENERAL SUPPORT
    $51,2552023 The Cleveland Clinic Foundation Group ReturnGENERAL SUPPORT
    $50,0002022 Boys and Girls Clubs of Northeast OhioGENERAL SUPPORT

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    Financials, employee compensation, and grant information provided by Candid.

    Mentioned in this Article

    References

    1. Melby, Caleb. “Meet Catherine Lozick: The Secretive Billionaire Heiress Outed By Her Greedy Nephew.” Forbes, August 5, 2013. Accessed December 4, 2023. https://www.forbes.com/sites/calebmelby/2013/08/05/meet-catherine-lozick-the-secretive-billionaire-heiress-outed-by-her-greedy-nephew/?sh=64b861a51251.
    2. The Edward A. & Catherine L. Lozick Foundation, Return of Private Foundation (Form 990-PF), 2021, Part VII, Line 1a.
    3. The Edward A. & Catherine L. Lozick Foundation, Return of Private Foundation (Form 990-PF), 2021, Part XIV, Line 3a.
    4. The Edward A. & Catherine L. Lozick Foundation, Return of Private Foundation (Form 990-PF), 2020, Part XIV, Line 3a.
    5. The Edward A. & Catherine L. Lozick Foundation, Return of Private Foundation (Form 990-PF), 2001-2015, Schedule B, Part I.
    6. Fred A. Lennon Charitable Trust, Return of Private Foundation (Form 990-PF), 2021, Part VII, Line 1a.
    7. Fund for Our Economic Future of Northeast Ohio, Return of Organization Exempt from Income Tax (Form 990), 2018, Part VII, Section A, Line 1a.
    8. “Catherine Lozick.” Forbes. Accessed December 1, 2023. https://www.forbes.com/profile/catherine-lozick/?sh=24919a9846c6.
    9. The Lozick Family Foundation, Return of Private Foundation (Form 990-PF), 2021, Part VII, Line 1a.
    10. “Swagelok Company Announces Changes to Board of Directors.” Swagelok Company, October 24, 2022. Accessed December 1, 2023. https://www.swagelok.com/en/about/newsroom/press-releases/board-directors-hochman.
    11. “Thomas F. Lozick.” Swagelok Company. Accessed December 1, 2023. https://www.swagelok.com/en/about/our-leadership/thomas-f-lozick.