Private Foundation

MARY F LOTZ CHARITABLE FOUNDATION

MARY F LOTZ CHARITABLE FOUNDATION is a private foundation categorized as Private Foundation based in ADEL, IA. Its most recent IRS filing (2025) reports revenue of $48K, expenses of $48K, total assets of $774K. Imperigo tracks 9 reported grants from this foundation totaling approximately $274K.

EIN: 461655476 ADEL, IA Latest filing: 2025

Total Revenue$48K

Total Expenses$48K

Total Assets$774K

Grants Given9

Grant Total$274K

Filing Years2021–2025

Sample Grants Given

MADISON COUNTY MEMORIAL HOSPITAL

WINTERSET, IA · 2025

HOSPICE CARE

$30,000

MADISON COUNTY MEMORIAL HOSPITAL

Winterset, IA · 2024

HOSPICE CARE

$28,000

MADISON COUNTY MEMORIAL HOSPITAL

WINTERSET, IA · 2023

HOSPICE CARE

$30,000

MADISON COUNTY MEM HOSPITAL

WINTERSET, IA · 2022

HOSPICE CARE

$34,500

MADISON COUNTY MEM HOSPITAL

WINTERSET, IA · 2021

HOSPICE CARE

$34,000

Showing up to 5 of 9 total records — full history available with membership.

Officers & Directors

CO TRUSTEE James E Van Werden

Officer compensation and complete director data available with membership.

Top Grant Purposes

HOSPICE CARE

$274,500 9 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$48K	$48K	$774K
2024	$49K	$37K	$773K
2023	$59K	$52K	$762K
2022	$74K	$50K	$754K
2021	$40K	$44K	$731K

Between 2021 and 2025, reported annual revenue grew from $40K to $48K (+21%), with total assets most recently reported at $774K.

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

Grant Geography

Grants from this foundation were reported to recipients in IA.

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

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