Private foundation (trust)EIN 222429821Est. 1983-10
THE KAREN AND HERBERT LOTMAN
BRYN MAWR, PA 19010
Accepts unsolicited proposalsTotal Assets
$1.5M
FY 2023
Annual Giving
$290K
FY 2023
Grants Made
12
FY 2023
Avg Grant
$24K
FY 2023
Grant Range
$250–$65K
Typical
Deadlines
August 31 of each fiscal year
Applications
Programs & Activities
Program 1
Direct contributions to qualified charities (see schedule)
Financial Snapshot
2023 filing
Total Revenue
$150K
Total Expenses
$292K
Qualifying Distributions
$290K
Distributable Amount
$74K
Min. Investment Return
$74K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
12 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
41 grants
Grant Size Distribution
41 grants
Geographic Focus
4 states
Ready to work on a proposal for THE KAREN AND HERBERT LOTMAN?
This funder accepts unsolicited proposals. Start a draft with them pre-selected.
Related funders in Pennsylvania
SWEET WATER TRUST
KENNETT SQUARE, PA · $23.1M in grants
EQT FOUNDATION
CANONSBURG, PA · $6.3M in grants
THE POMEROY FAMILY FOUNDATION
MECHANICSBURG, PA · $2.3M in grants
JAMES DUNCAN PHILLIPS FUND FOR HARVARD
PITTSBURGH, PA · $1.7M in grants
GERMESHAUSEN FOUNDATION INC
WAYNE, PA · $1.2M in grants
THE NARARO FOUNDATION
PHILADELPHIA, PA · $797K in grants
THE ROBERTS FOUNDATION
PHILADELPHIA, PA · $710K in grants
THE LEROY E KEAN FAMILY FOUNDATION
PHILADELPHIA, PA · $545K in grants
Track THE KAREN AND HERBERT LOTMAN
Get an email when Grantivo has new data for THE KAREN AND HERBERT LOTMAN, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.
Free. Unsubscribe anytime. Or create an account to draft an application.