Funder DirectoryLOTZ FAMILY FOUNDATION
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Private foundation (trust)EIN 261590575Est. 2008-06

LOTZ FAMILY FOUNDATION

FORT LAUDERDALE, FL 33316

Accepts unsolicited proposals

Total Assets

$775K

FY 2023

Annual Giving

$84K

FY 2023

Grants Made

17

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$500–$20K

Typical

Deadlines

NO

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$51K

Total Expenses

$92K

Qualifying Distributions

$88K

Distributable Amount

$36K

Min. Investment Return

$37K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

17 grants

Grant sizes from minimum $500 through median $3K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $107K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

48 grants

SAIL NEWPORT
$76K
3 grants
NEW YORK YACHT CLUB FOUNDATION
$40K
2 grants
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
$30K
2 grants
NEWPORT HOSPITAL FOUNDATION
$30K
3 grants
SALING FOUNDATION OF NY
$8K
1 grant
LAUDERDALE YACHT CLUB SAILING FOUNDATION
$8K
2 grants
CHILDREN'S OPPORTUNITY GROUP
$7K
2 grants
US SAILING FOUNDATION
$7K
2 grants

Grant Size Distribution

48 grants

<$10K
41
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

Rhode Island
$134K
54% of total
New York
$40K
16% of total
Pennsylvania
$30K
12% of total
Florida
$20K
8% of total
Connecticut
$8K
3% of total
Massachusetts
$7K
3% of total
Wisconsin
$5K
2% of total
California
$3K
1% of total
Colorado
$1K
0% of total
District of Columbia
$200
0% of total

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LOTZ FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo