Lotz Family Foundation

FORT LAUDERDALE, FL EIN: 26-1590575

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

-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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Rhode Island $216K (47%)

Minnesota $75K (16%)

New York $66K (14%)

Pennsylvania $45K (10%)

Florida $21K (4%)

Connecticut $13K (3%)

Massachusetts $11K (2%)

California $8K (2%)

+3 more states

States

California Colorado Connecticut District of Columbia Florida Massachusetts Minnesota New York Pennsylvania Rhode Island Wisconsin

Cities

Babson ParkBostonBristolBrooklineCos CobCranstonDenverEast TroyFt LauderdaleMiamiMiddletownMinneapolisNew LondonNew YorkNewportOyster BayPhiladelphiaProvidenceSan FranciscoSunrise

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.