Private Foundation

LOTZ FAMILY FOUNDATION

Based in FORT LAUDERDALE, FL, LOTZ FAMILY FOUNDATION operates as a Private Foundation. The organization reported $73K in revenue, $85K in expenses, $482K in total assets for fiscal year 2024. Imperigo tracks 62 reported grants from this foundation totaling approximately $313K.

EIN: 261590575 FORT LAUDERDALE, FL Latest filing: 2024

Total Revenue$73K

Total Expenses$85K

Total Assets$482K

Grants Given62

Grant Total$313K

Filing Years2020–2024

Sample Grants Given

BELLA MENTE QUANTUM RACING ASSOCIATION

MINNEAPOLIS, MN · 2024

TO IMPROVE THE QUALITY OF COMPETITION SALING IN THE UNITED STATES, THRUOGH YOUTH DEVELOPMENT

$25,000

SAIL NEWPORT

NEWPORT, RI · 2024

TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW SAILORS TO THE SPORT.

$10,000

NEWPORT HOSPITAL FOUNDATION

NEWPORT, RI · 2024

TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC

$10,000

WINDWARD MARK SAILING FOUNDATION

OYSTER BAY, NY · 2024

TO EDUCATE AND TRAIN ELITE ATHLETES

$5,000

HERRESHOFF MARINE MUSEUM

BRISTOL, RI · 2024

TO ASSIST IN THE EDUCATION AND INSPIRATION OF THE PUBLIC THROUGH PRESENTATIONS OF THE HISTORY AND INNOVATIVE WORK OF THE HEFFESHOFF MANUFACTURING COMPANY AND THE AMERICA'S CUP COMPETITION

$2,500

Showing up to 5 of 62 total records — full history available with membership.

Officers & Directors

TRUSTEE Philip A Lotz

TRUSTEE Wendy D Lotz

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW SAILORS TO THE SPORT.

$75,200 3 grants

TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC

$40,000 4 grants

TO FUND HIGHER EDUCATION PROGRAMS

$30,000 2 grants

TO IMPROVE THE QUALITY OF COMPETITION SALING IN THE UNITED STATES, THRUOGH YOUTH DEVELOPMENT

$25,000 1 grant

TO RAISE FUNDS TO MAINTAIN, RESTORE, AND PRESERVE THE EXTERIOR AND INTERIOR SUPPORTING STRUCTURES OF THE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT BUILDINGS OWNED BY THE NY YACHT CLUB IN NYC, NY AND IN NEWPORT, RI, AND TO SUPPORT HISTORICAL PRESERVATION IN THE AREAS IN WHICH THESE PROPERTIES ARE LOCATED, AND TO FOSTER APPRECIATION OF THE WORKS OF THE ARCHITECTS.

$20,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$73K	$85K	$482K
2023	$51K	$92K	$494K
2022	$37K	$124K	$535K
2020	$35K	$66K	$726K

Between 2020 and 2024, reported annual revenue grew from $35K to $73K (+106%), with total assets most recently reported at $482K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, CT, DC, FL, MA, and 4 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for LOTZ FAMILY FOUNDATION

Complete financials, all 62 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports