Lotz Marie Trust
Lotz Marie Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $374K in total assets. In 2025, it awarded 3 grants totaling $21K. Net investment income was $27K.
Key facts about Lotz Marie Trust
In short: Lotz Marie Trust gave $21K across 3 grants in 2025 (avg $7K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- EIN
- 35-6472429
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,666
- Grants made (2025)
- 3
- Average grant
- $6,889
- Median grant
- $8,611
- Total assets
- $374,004
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$374K
+1.2% YoY
Annual Giving
$21K
-5.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$7K
-5.0% YoY
Under IRS private-foundation payout rules, Lotz Marie Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How Lotz Marie Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| SHAWE MEMORIAL HIGH SCHOOL Madison, IN | GENERAL SUPPORT | $8,611 |
| PRINCE OF PEACE CATHOLIC SCHOOLS Madison, IN | GENERAL SUPPORT | $8,611 |
| PRINCE OF PEACE CATHOLIC CHURCH Madison, IN | GENERAL SUPPORT | $3,444 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $374,004 | $369,436 | $379,530 |
| Revenue | $33,319 | $19,074 | $9,440 |
| Expenses | $28,857 | $29,145 | $30,658 |
| Qualifying Distributions | $22,180 | $23,227 | $23,725 |
| Net Investment Income | $26,925 | $13,165 | $2,807 |
| Distributable Amount | $21,850 | $21,176 | $19,644 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
Leadership & Key People
Officers and directors from IRS filings
Lotz Marie Trust's only listed officer is PNC Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2023
1 hr/week
$5K (2023) → $5K (2025)
Former officers (1)
- Former: PNC Bank (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Lotz Marie Trust
How much does Lotz Marie Trust give each year?
Lotz Marie Trust gave $21K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 3 grants.
What is Lotz Marie Trust's typical grant size?
Lotz Marie Trust's median grant in 2025 was $8,611, and its average grant was $6,889, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lotz Marie Trust give grants?
Lotz Marie Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Madison, IN (3 grants).
Does Lotz Marie Trust give general operating support?
Yes: 100% of Lotz Marie Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Lotz Marie Trust?
Lotz Marie Trust reported $374K in total assets on its 2025 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What is Lotz Marie Trust?
Lotz Marie Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. It holds $374K in total assets as of 2025.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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