Lotz Marie Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $369K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$369K
-2.7% YoY
Annual Giving
$22K
-2.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$7K
-2.6% YoY
About Lotz Marie Trust
Based on IRS filings
Lotz Marie Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $369K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $13K.
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 | $369,436 | $379,530 | $400,497 |
| Revenue | $19,074 | $9,440 | $2,387 |
| Expenses | $29,145 | $30,658 | $35,229 |
| Qualifying Distributions | $23,227 | $23,725 | $24,748 |
| Net Investment Income | $13,165 | $2,807 | — |
| Distributable Amount | $21,176 | $19,644 | $20,863 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PNC BANK N A | TRUSTEE | 1 | $4,979 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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