Lotz Marie Trust

Foundation · Grantmaker Pittsburgh, PA EIN: 35-6472429

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

1state

Share of all 3 itemized 2025 grant dollars.

States

Cities

Madison

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K3 grants20193 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Shawe Memorial High School: $9KShawe Memorial High School$9KPrince of Peace Catholic Schools: $9KPrince of Peace CatholicSchools$9KPrince of Peace Catholic Church: $3KPrince of Peace CatholicChurch$3K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SHAWE MEMORIAL HIGH SCHOOL Madison, INGENERAL SUPPORT$8,611
PRINCE OF PEACE CATHOLIC SCHOOLS Madison, INGENERAL SUPPORT$8,611
PRINCE OF PEACE CATHOLIC CHURCH Madison, INGENERAL SUPPORT$3,444

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  8. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
  9. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
  10. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
  11. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  12. 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

PNC Bank N a — Trustee: $5KPNC Bank N aTrustee$5K

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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