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
Under IRS private-foundation payout rules, Lotz Marie Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Shawe Memorial High School ($9,063), Prince of Peace Catholic Schools ($9,063), Prince of Peace Catholic Church ($3,625).
| Recipient | Purpose | Amount |
|---|---|---|
| PRINCE OF PEACE CATHOLIC CHURCH MADISON, IN | GENERAL SUPPORT | $3,625 |
| SHAWE MEMORIAL HIGH SCHOOL MADISON, IN | GENERAL SUPPORT | $9,063 |
| PRINCE OF PEACE CATHOLIC SCHOOLS MADISON, IN | GENERAL SUPPORT | $9,063 |
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
Frequently Asked Questions
What is Lotz Marie Trust?
Lotz Marie Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. It holds $369K in total assets as of 2024.
How large is Lotz Marie Trust?
As of 2024, Lotz Marie Trust holds $369K in total assets with $19K in annual revenue. It awarded 3 grants totaling $22K in 2024.
Where does Lotz Marie Trust operate?
Lotz Marie Trust has awarded grants in Indiana.
What size grants does Lotz Marie Trust award?
In 2024, Lotz Marie Trust awarded 3 grants totaling $22K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Lotz Marie Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lotz Marie Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lotz Marie Trust's EIN?
Lotz Marie Trust's EIN (Employer Identification Number) is 35-6472429. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Lotz Marie Trust'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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