Lotz Marie Trust
Lotz Marie Trust is a private foundation, 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.
Lotz Marie Trust at a glance
In short: Lotz Marie Trust gave $21K across 3 grants in 2025 (avg $7K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,666
- -5.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $6,889
- -5.0% vs 2024
- Median grant
- $8,611
- Total assets
- $374,004
- +1.2% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lotz Marie Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Shawe Memorial High School ($9K). Together the top 3 received $21K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $21K (2025) to $23K (2022). In 2025 it made 3 grants totaling $21K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $374,004 | $33,319 | $28,857 | $20,666 | 3 | $22,180 | $26,925 | $21,850 |
| 2024 | $369,436 | $19,074 | $29,145 | $21,751 | 3 | $23,227 | $13,165 | $21,176 |
| 2023 | $379,530 | $9,440 | $30,658 | $22,329 | 3 | $23,725 | $2,807 | $19,644 |
| 2022 | $400,497 | $2,387 | $35,229 | $23,282 | 3 | $24,748 | — | $20,863 |
| 2021 | $433,038 | $40,910 | $32,465 | $22,435 | 3 | $27,729 | $35,817 | $24,257 |
| 2020 | $424,017 | $13,698 | $33,552 | $22,792 | 3 | — | $9,314 | $21,716 |
| 2019 | $445,240 | $54,128 | $32,046 | $22,396 | 3 | — | $49,959 | $21,875 |
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.
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
The highest reported compensation on the 2025 filing was $5K, to PNC Bank N a (Trustee).
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'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.
Data update history
(7)
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 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)
Live grants for the work Lotz Marie Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Lotz Marie Trust's focus areas in our free grants database
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