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.
Lotz Family Foundation at a glance
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.
- Annual giving (2024)
- $65,500
- -22.4% vs 2023
- Grants made (2024)
- 14
- -17.6% vs 2023
- Average grant
- $4,679
- -5.7% vs 2023
- Median grant
- $2,000
- Total assets
- $481,702
- -2.5% vs 2023
- New grantees (estimate)
- 21% first-time grantees (3 of 14, 2024; small sample)
- Primary geography
- Rhode Island (48% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lotz Family Foundation
- How to Apply
-
Submit a written request. The filing lists no award restrictions.
- Contact
Application contact: Philip A Wendy D Lotz
Mailing address: 3055 Harbor Drive Unit 803, Ft Lauderdale, FL 33316
Phone: (203) 570-2865
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lotz Family Foundation funds
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 $61K.
Organizations only. It also paid 1 grant to individuals ($2,000), which are not listed by name.
Grant Size Distribution
76 grants across all recorded years
The most common grant size was under $50K: 75 grants of 76 (99%).
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
Is Lotz Family Foundation open to new grantees?
21%
first-time grantees, 2024
In 2024, 3 of 14 grantees (21%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. 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.
Giving History
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.
Grants by year
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 |
| 1 grant to individuals Recipients not named | — | $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 |
Ready to take the next step with Lotz Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $481,702 | $72,938 | $85,376 | $65,500 | 14 | $74,933 | $62,495 | $38,406 |
| 2023 | $494,123 | $50,884 | $91,810 | $84,375 | 17 | $88,092 | $47,166 | $36,458 |
| 2022 | $535,030 | $37,213 | $124,381 | $106,900 | 15 | $118,626 | $25,487 | $40,194 |
| 2021 | $623,563 | $57,326 | $160,114 | $147,700 | 14 | $157,036 | $47,899 | $49,710 |
| 2020 | $725,701 | $35,367 | $65,649 | $55,750 | 16 | — | $27,643 | $45,846 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
Its largest reported grants included $25,000 to Bella Mente Quantum Racing Association for youth development and the quality of competition sailing in the United States; $10,000 each to Newport Hospital Foundation for health care and services, and Sail Newport for affordable public sailing programs; and $5,000 to Windward Mark Sailing Foundation to educate and train elite athletes. Other recipients included Herreshoff Marine Museum ($2,500), Save the Bay ($2,500), Babson College ($2,000), Lime Rock Foundation ($2,000), and Sail to Prevail ($1,000).
The filing states that the foundation does not restrict giving to preselected organizations. It says to apply by written request only, lists no deadline, and reports no restrictions on awards.
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.
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. It also paid 1 grant to individuals ($2,000), which are not listed by name. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Lotz Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Lotz Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Lotz Family Foundation funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/lotz-family-foundation-morg_9ebb49449f17401d9641b5207a7e3119
BibTeX
@misc{grantable_261590575_2026,
author = {{Grantable}},
title = {{Lotz Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lotz-family-foundation-morg_9ebb49449f17401d9641b5207a7e3119},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lotz Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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