Lotz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $482K in total assets. In 2024, it awarded 14 grants totaling $66K. Net investment income was $62K.
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.
About Lotz Family Foundation
Based on IRS filings
Lotz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $482K in total assets. In 2024, it awarded 14 grants totaling $66K. Net investment income was $62K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
76 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bella Mente Quantum Racing Association ($25,000), Newport Hospital Foundation ($10,000), Sail Newport ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| BABSON COLLEGE BABSON PARK, MA | TO FUND HIGHER EDUCATION PROGRAMSTO FUND HIGHER EDUCATION PROGRAMS | $2,000 |
| BELLA MENTE QUANTUM RACING ASSOCIATION MINNEAPOLIS, MN | TO IMPROVE THE QUALITY OF COMPETITION SALING IN THE UNITED STATES, THRUOGH YOUTH DEVELOPMENT | $25,000 |
| CHINESE IMERSION SCHOOL PTA SAN FRANCISCO, CA | TO PROVIDE FUNDS FOR STUDENT ENRICHMENT PROGRAMS | $2,000 |
| 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 |
| MARTIN LUTHER KING CENTER NEWPORT, RI | TO NURNISH, EDUCATE, AND SUPPORT THE NEWPORT COUNTY RESIDENTS, TO IMPROVIE THEIR ECONOMIC, SOCIAL, AND PHYSICAL WELLBEING. | $1,000 |
| ROSE ISLAND LIGHTHOUSE & FORT HAMILTON TRUST NEWPORT, RI | TO PRESERVE THE HISTORIC AND ENVIROMENTAL INTEGRITY OF THE ISLAND, AND MAINTAIN AND OPERATE ITS LIGTHHOUSE FOR PUBLIC ACCESS | $500 |
| 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 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHILIP A LOTZ | TRUSTEE | 1 | — |
| WENDY D LOTZ | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lotz Family Foundation?
Lotz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. It holds $482K in total assets as of 2024.
How large is Lotz Family Foundation?
As of 2024, Lotz Family Foundation holds $482K in total assets with $73K in annual revenue. It awarded 14 grants totaling $66K in 2024.
Where does Lotz Family Foundation operate?
Lotz Family Foundation has awarded grants in California, Colorado, Connecticut, District of Columbia, Florida, Massachusetts, Minnesota, New York, Pennsylvania, Rhode Island, Wisconsin.
What size grants does Lotz Family Foundation award?
In 2024, Lotz Family Foundation awarded 14 grants totaling $66K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Lotz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lotz Family Foundation reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Lotz Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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