The Lozick Family Foundation

Quick Stats

Annual Giving: $12,742,684 (2023)
Success Rate: Not applicable (invitation-only)
Decision Time: Not publicly disclosed
Grant Range: $100 - $3,300,000
Median Grant: $5,000
Geographic Focus: Primarily Ohio (Cleveland area), with grants also in Florida, New York, and other U.S. states

Contact Details

Address: 29425 Chagrin Boulevard, Suite 201, Pepper Pike, OH 44122

Note: The foundation does not accept unsolicited requests for funds and only makes contributions to preselected charitable organizations.

Overview

The Lozick Family Foundation is a private Ohio foundation established by Catherine Lozick, daughter of billionaire industrialist Fred A. Lennon, founder of Swagelok Company. With assets totaling approximately $266.6 million, the foundation distributed $12.7 million through 331 grants in 2023. The foundation focuses primarily on healthcare, education, and human services, with a particular emphasis on organizations serving children and youth in the Cleveland area. The foundation operates on a trustee-discretion model, making grants to organizations identified by its board rather than through a public application process.

Funding Priorities

Grant Programs

The foundation does not operate formal grant programs but rather makes discretionary grants across several areas. Recent grant activity shows:

Major Healthcare Grants: $100,000 - $3,300,000
Education Grants: $500 - $713,000
Human Services Grants: $100 - $765,000
Median Grant Size: $5,000

Priority Areas

Based on recent grant distributions, the foundation prioritizes:

Healthcare: Major support for Cleveland-area hospitals and medical institutions, particularly Cleveland Clinic and University Hospitals Rainbow Babies & Children's Hospital
Education: K-12 education, particularly schools serving disadvantaged youth; education reform organizations like Teach for America
Children and Youth Services: Organizations focusing on child welfare and youth development
Food Security: Support for food banks and hunger relief organizations
Policy Organizations: Support for conservative and free-market policy research organizations

Recent Major Grant Recipients (2022)

Cleveland Clinic: $3,300,000
UH Rainbow Babies & Children's Hospital: $1,000,000
Greater Cleveland Foodbank: $765,000
Teach for America-Ohio: $713,000
Saint Martin De Porres High School: $650,000
Breakthrough Schools Friends of: $500,000

Geographic Focus

While primarily focused on Cleveland and Northeast Ohio, the foundation has also supported organizations in:

Florida (particularly Miami area)
New York
Other U.S. states

Governance and Leadership

Key Personnel

Catherine L. Lozick: President and Trustee - Daughter of Fred A. Lennon (founder of Swagelok Company), Forbes estimates her net worth at $2.5 billion
Thomas J. Janoch: Vice President, Treasurer, and Trustee
James C. Boland: Trustee
Douglas Spicer: Secretary

Foundation Background

The foundation is connected to the Swagelok Company family and represents Catherine Lozick's philanthropic vehicle, separate from but related to the Fred A. Lennon Charitable Trust and the Edward A. and Catherine L. Lozick Foundation (a smaller, related foundation that filed its final return in 2023).

Application Process & Timeline

How to Apply

This foundation does not have a public application process. The foundation explicitly states that it "only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds."

Grants are made at the discretion of the trustees to organizations they have identified or with which they have existing relationships.

Grant Distribution Pattern

The foundation made 331 awards in 2023, 300 in 2022, 297 in 2021, and 171 in 2020, showing a pattern of increased grant-making activity
Grants are distributed throughout the year rather than in fixed cycles
No public deadlines or application windows

Application Success Factors

Since this foundation does not accept unsolicited applications, traditional application success factors do not apply. However, analysis of their grant-making patterns reveals:

Organizations Most Likely to Receive Support

Established Cleveland-area institutions: The foundation shows strong loyalty to major Cleveland healthcare, educational, and social service institutions
Organizations serving children and youth: Particularly those focused on education and healthcare for young people
Organizations addressing basic needs: Food security and human services organizations
Education reform initiatives: Support for charter schools, educational access programs, and organizations like Teach for America
Healthcare institutions: Major hospitals and medical research facilities, particularly those serving children

Grant-Making Characteristics

Wide grant range: While the median grant is $5,000, the foundation makes occasional transformational gifts exceeding $1 million
Repeat giving: Analysis suggests the foundation maintains ongoing relationships with favored organizations
Conservative policy alignment: Some support for free-market policy organizations, though the majority of giving focuses on direct service organizations
Local focus with national reach: Strong Cleveland emphasis but willing to support organizations in other states

Key Takeaways for Grant Writers

No public application process exists - This foundation cannot be approached through traditional grant applications
Relationship-based giving - Grants are made to organizations already known to the trustees
Cleveland healthcare and education focus - The strongest funding pattern is major support for Cleveland-area hospitals, schools, and social service organizations
Significant capacity for major gifts - With $266.6 million in assets, the foundation has made individual grants exceeding $3 million
Children and youth emphasis - Organizations serving young people receive priority across healthcare, education, and social services
Median vs. maximum grant disparity - While most grants are modest ($5,000 median), the foundation occasionally makes transformational seven-figure gifts to favored institutions
Growing grant-making activity - The number of grants has nearly doubled from 2020 to 2023, suggesting expanding philanthropic engagement

References

Information compiled December 2025 from publicly available IRS Form 990-PF filings and nonprofit databases