Lotz Family Foundation
The Lotz Family Foundation is a private foundation based in Fort Lauderdale, Florida. Its 2024 filing reports grants to organizations in several states, including support for sailing, health care, environmental stewardship, education, and community services.
Key facts about Lotz Family Foundation
In short: Lotz Family Foundation gave $66K across 14 grants in 2024 (avg $5K), top state Rhode Island. 21% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 26-1590575
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $65,500
- Grants made (2024)
- 14
- Average grant
- $4,679
- Median grant
- $2,000
- New grantees (estimate)
- 21% first-time grantees (3 of 14, 2024)
- Total assets
- $481,702
- Primary geography
- Rhode Island (48% of itemized 2024 grant dollars)
- How to apply
- Submit a written request. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$482K
-2.5% YoY
Annual Giving
$66K
-22.4% YoY
Grant Count
14
-17.6% YoY
Avg Grant Size
$5K
-5.7% YoY
Under IRS private-foundation payout rules, Lotz Family Foundation reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.
Is Lotz Family Foundation open to new grantees?
21%
first-time grantees, 2024
In 2024, 3 of 14 grantees (21%) were first-time recipients. First grants averaged $2K; repeat grants $5K. How we count
Medians: $1K first-time, $2K repeat.
- 71% of 2024 grantees were also funded in 2023. Method
- Giving fell 56% from 2021 to 2024. Method
- In 2024 it paid out 195% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations whose stated work includes public sailing programs, health care, environmental protection, marine history, higher education, and services for people with disabilities.
For example, Sail Newport says its mission is to promote affordable public sailing instruction and rentals and attract new sailors. Save the Bay says it works to protect, restore, and improve the ecological health of the Narragansett Bay region. Sail to Prevail describes its program as therapeutic sailing for children and adults with disabilities.
Grantmaking
In filing year 2024, the foundation reported 14 grants totaling $65,500. Grant amounts ranged from $500 to $25,000, with a median of $2,000.
Review Cycle
, and reports no restrictions on awards.
Ready to take the next step with Lotz Family Foundation?
Geographic Focus
Where this funder awards grants
The 2024 grants went to recipients in Rhode Island (48% of grant dollars), Minnesota (38%), New York (8%), Massachusetts (3%), and California (3%).
Grant Distribution by State
Share of 2024 grant dollars across all 14 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $56K (2020) to $148K (2021). In 2024 it made 14 grants totaling $66K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Bella Mente Quantum Racing Association ($25K). Together the top 10 received $62K.
Grant Size Distribution
76 grants across all recorded years
The most common grant size was under $50K: 75 grants of 76 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bella Mente Quantum Racing Association Minneapolis, MN | To improve the quality of competition saling in the united states, thruogh youth development | $25,000 |
| Newport Hospital Foundation Newport, RI | To Provide Healthcare and Services to the Public | $10,000 |
| Sail Newport Newport, RI | To promote and operate affordable public sailing instruction and rental programs, and to create opportunities to attract new sailors to the sport. | $10,000 |
| Windward Mark Sailing Foundation Oyster Bay, NY | To Educate and Train Elite Athletes | $5,000 |
| Herreshoff Marine Museum Bristol, RI | To assist in the education and inspiration of the public through presentations of the history and innovative work of the heffeshoff manufacturing company and the America's cup competition | $2,500 |
| Save the Bay Providence, RI | To protect and improve narragansett bay, and inspire environmental stewardship among those who live in and vist the narragansett bay region | $2,500 |
| Babson College Babson Park, MA | To fund higher education programsto fund higher education programs | $2,000 |
| Chinese Imersion School PTA San Francisco, CA | To Provide Funds for Student Enrichment Programs | $2,000 |
| Lime Rock Foundation Newport, RI | To provide funds for the purpose of restoring, maintaining, and preserving the historically and architecturally significant bulidings, the ilyc club house, and the supporting marine elements | $2,000 |
| Aquidneck Land Trust Middletown, RI | To preserve and steward aquidneck island's open spaces for lasting benefit of the community, while connecting with the land that defines the island's natural character | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $481,702 | $72,938 | $85,376 | $65,500 |
| 2023 | $494,123 | $50,884 | $91,810 | $84,375 |
| 2022 | $535,030 | $37,213 | $124,381 | $106,900 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $481,702 | $494,123 | $535,030 |
| Revenue | $72,938 | $50,884 | $37,213 |
| Expenses | $85,376 | $91,810 | $124,381 |
| Qualifying Distributions | $74,933 | $88,092 | $118,626 |
| Net Investment Income | $62,495 | $47,166 | $25,487 |
| Distributable Amount | $38,406 | $36,458 | $40,194 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Philip A. Lotz and Wendy D. Lotz as trustees.
Lotz Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Philip A. Lotz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Wendy D. Lotz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Philip A Wendy D Lotz
Mailing address: 3055 Harbor Drive Unit 803, Ft Lauderdale, FL 33316
Phone: (203) 570-2865
Frequently asked questions about Lotz Family Foundation
How much does Lotz Family Foundation give each year?
Lotz Family Foundation gave $66K across 14 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $84K across 17 grants.
What is Lotz Family Foundation's typical grant size?
Lotz Family Foundation's median grant in 2024 was $2,000, and its average grant was $4,679, across 14 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Lotz Family Foundation that year got $2K on average.
Where does Lotz Family Foundation give grants?
Lotz Family Foundation's top state is Rhode Island, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Minnesota (38%) and New York (8%). The most frequent recipient cities were Newport, RI (7 grants).
Does Lotz Family Foundation give general operating support?
Not in 2024: none of the 14 grants with a stated purpose on Lotz Family Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are Lotz Family Foundation's largest grantees?
Lotz Family Foundation's largest 2024 grantees include Bella Mente Quantum Racing Association ($25,000), Newport Hospital Foundation ($10,000) and Sail Newport ($10,000), according to its 2024 IRS Form 990-PF. Together they received 69% of its itemized 2024 grant dollars.
How large is Lotz Family Foundation?
Lotz Family Foundation reported $482K in total assets on its 2024 IRS Form 990-PF. It paid out $75K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).
What does Lotz Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations whose stated work includes public sailing programs, health care, environmental protection, marine history, higher education, and services for people with disabilities. See mission & focus areas ↑
How do I apply for a grant from Lotz Family Foundation?
Submit a written request. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lotz Family Foundation's EIN?
Lotz Family Foundation's EIN (Employer Identification Number) is 26-1590575. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Lotz Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in Lotz Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Florida
Boston Foundation Inc
Boston, MA
The Boston Foundation funds equity-focused work in child well-being, economic opportunity, community wealth, and community leadership, primarily in Greater Boston. Its 2025 grants had a median of $25,000, while specific programs offer awards from up to $15,000 to $50,000; it accepts applications through some competitive initiatives, but whether it accepts unsolicited requests generally is not stated.
Assets
$2.1B
Grants
2,375
Total Given
$228.4M
Hope Foundation
Riverside, RI
HOPE FOUNDATION supports healthcare, education, equity, and opportunity, including work in health, housing, food, climate resilience, arts, conservation, and community programs. Its 2024 grants ranged from $250 to $20,986, with a $2,000 median, and went mainly to organizations in Rhode Island, Massachusetts, Montana, New York, and California, alongside its stated global reach. It accepts unsolicited requests by simple letter stating the organization, purpose, and amount requested; no deadline is listed.
Assets
$3.7M
Grants
70
Total Given
$241K
Van Beuren Charitable Foundation Inc
New York, NY
The foundation funds programs and projects in health, education, economic development, and community well-being, with a focus on improving quality of life and place in Aquidneck Island and Newport County; proposals from elsewhere may be considered if they clearly benefit those communities. Its 2024 grants ranged from $1,000 to $2,128,280, with a median of $10,000. First-time applicants and those seeking major construction or landscape grants must arrange an introductory call before applying; planning applications are accepted on a rolling basis.
Assets
$378.2M
Grants
220
Total Given
$14.7M
Kane Wallace Foundation
Concord, MA
The foundation supports preselected charitable organizations, with 2024 grants spanning conservation, outdoor recreation, history, and native plants; recipients were mainly in Massachusetts and Rhode Island, with grants also reported in Illinois, New Hampshire, and Pennsylvania. Its 48 grants totaled about $2.95 million, with a median grant of $5,000 and awards ranging from $250 to $1.1 million. It does not accept unsolicited funding requests.
Assets
$35.2M
Grants
48
Total Given
$3.0M
United Way of Rhode Island Inc
Providence, RI
United Way of Rhode Island funds Rhode Island nonprofits working on economic security, children’s learning, housing, food access, safety, and related community needs. In 2025, grants ranged from $5,008 to $547,033, with a median of $15,000; its emergency grants offer up to $50,000, with average awards of $25,000–$30,000. It accepts applications for emergency grants on a rolling basis.
Assets
$30.1M
Grants
282
Total Given
$8.0M
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for Northeast Florida Inc
Jacksonville, FL
The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.
Assets
$1.0B
Grants
698
Total Given
$54.3M
Gulf Coast Community Foundation Inc
Venice, FL
Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.
Assets
$533.7M
Grants
651
Total Given
$45.0M
Early Learning Coalition of Broward County Inc
Fort Lauderdale, FL
The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.
Assets
$15.9M
Grants
636
Total Given
$152.2M
Leslie L Alexander Foundation Inc
Delray Beach, FL
The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$291.4M
Grants
622
Total Given
$28.4M
CSX Foundation Inc
Jacksonville, FL
Assets
$9.7M
Grants
607
Total Given
$13.7M
More Funders in Florida
Lotz Family Foundation down — hundreds of funders to go?