Private foundation (trust)EIN 461655476Est. 2014-06
MARY F LOTZ CHARITABLE FOUNDATION
ADEL, IA 50003
Total Assets
$763K
FY 2023
Annual Giving
$30K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$30K
FY 2023
Grant Range
$30K–$30K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$59K
Total Expenses
$52K
Qualifying Distributions
$40K
Distributable Amount
$37K
Min. Investment Return
$37K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
5 grants
Grant Size Distribution
5 grants
Geographic Focus
1 states
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