LOTZ FAMILY FOUNDATION
https://N/A
$775K
Total Assets (2023)
$96K
Avg Yearly Giving (2022–2023)
$191K
Giving on File
(2 yrs)
(2 yrs)
32
Grants on File
$5K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
PHILIP A WENDY D LOTZ
Phone
2035702865
Deadlines
NO
How to Apply
BY WRITTEN REQUEST ONLY
Restrictions
NO
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $1.0M | $35K | N/A |
| 2022 | $107K | $735K | $37K | 15 |
| 2023 | $84K | $775K | $51K | 17 |
Grant Size Distribution
Based on 32 grants on record
Minimum
$100
25th Pctl
$1K
Median
$2K
Average
$6K
75th Pctl
$8K
Maximum
$45K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| PHILIP A LOTZ | TRUSTEE | — |
| WENDY D LOTZ | TRUSTEE | — |
Grants Awarded (32 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| SAIL NEWPORT | NEWPORT, RI | $45,200 | TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO... | 2022 |
| NEW YORK YACHT CLUB FOUNDATION | NEW YORK, NY | $20,000 | TO RAISE FUNDS TO MAINTAIN, RESTORE, AND PRESERVE THE EXTERIOR AND INTERIOR SUPPORTING STRUCTURES OF THE... | 2022 |
| SAIL NEWPORT | NEWPORT, RI | $20,000 | TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO... | 2023 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | PHILADELPHIA, PA | $15,000 | TO FUND HIGHER EDUCATION PROGRAMS | 2022 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | PHILADELPHIA, PA | $15,000 | TO FUND HIGHER EDUCATION PROGRAMS | 2023 |
| NEWPORT HOSPITAL FOUNDATION | NEWPORT, RI | $10,000 | TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC | 2023 |
| NEWPORT HOSPITAL FOUNDATION | NEWPORT, RI | $10,000 | TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC | 2022 |
| SALING FOUNDATION OF NY | COS COB, CT | $7,500 | TO SUPPORT AMATEUR SPORTS PARTICIPATION IN COMPETITIVE SAILING THROUGH CLINICS, COACHING, AND OTHER EDUCATIONAL ACTIVITIES | 2023 |
| CHILDREN'S OPPORTUNITY GROUP | FT LAUDERDALE, FL | $5,000 | TO SERVE UNDERPRIVILEGED CHILDREN IN BROWARD COUNTY THROUGH VARIOUS ORGANIZATIONS | 2022 |
| LAUDERDALE YACHT CLUB SAILING FOUNDATION | FT LAUDERDALE, FL | $5,000 | TO FAVORABLY IMPACT THE LIVES OF YOUNG PEOPLE, BY EDUCATING THEM ABOUT SAILING AND BOATING, WEATHER, MARINE SAFETY,... | 2023 |
| INLAND LAKES YACHTING ASSOCIATION | EAST TROY, WI | $5,000 | TO SUPPORT SAILING EDUCATION, SAFETY, AND PROVIDE TOP CALIBER RACING AND GREAT FAMILY FUN ON THE WATER | 2023 |
| US SAILING FOUNDATION | BRISTOL, RI | $4,875 | TO INCREASE SAILING PARTICIPATION AND EXCELLENCE THROUGH EDUCATION, COMPETITION, AND EQUAL OPPORTUNITY, WHILE... | 2023 |
| LAUDERDALE YACHT CLUB SAILING FOUNDATION | FT LAUDERDALE, FL | $2,500 | TO FAVORABLY IMPACT THE LIVES OF YOUNG PEOPLE, BY EDUCATING THEM ABOUT SAILING AND BOATING, WEATHER, MARINE SAFETY,... | 2022 |
| SAVE THE BAY | PROVIDENCE, RI | $2,500 | TO PROTECT AND IMPROVE NARRAGANSETT BAY, AND INSPIRE ENVIRONMENTAL STEWARDSHIP AMONG THOSE WHO LIVE IN AND VIST THE... | 2023 |
| HERRESHOFF MARINE MUSEUM | BRISTOL, RI | $2,500 | TO ASSIST IN THE EDUCATION AND INSPIRATION OF THE PUBLIC THROUGH PRESENTATIONS OF THE HISTORY AND INNOVATIVE WORK OF... | 2023 |
| IYRS | NEWPORT, RI | $2,500 | TO EMPOWER STUDENTS THROUGH IMMERSIVE, HANDS-ON LEARNING TO REALIZE THEIR FULL POTENTIAL IN CAREER AND IN LIFE | 2023 |
| HERRESHOFF MARINE MUSEUM | BRISTOL, RI | $2,500 | TO ASSIST IN THE EDUCATION AND INSPIRATION OF THE PUBLIC THROUGH PRESENTATIONS OF THE HISTORY AND INNOVATIVE WORK OF... | 2022 |
| CHILDREN'S OPPORTUNITY GROUP | FT LAUDERDALE, FL | $2,000 | TO SERVE UNDERPRIVILEGED CHILDREN IN BROWARD COUNTY THROUGH VARIOUS ORGANIZATIONS | 2023 |
| BABSON COLLEGE | BABSON PARK, MA | $2,000 | TO FUND HIGHER EDUCATION PROGRAMSTO FUND HIGHER EDUCATION PROGRAMS | 2023 |
| BABSON COLLEGE | BABSON PARK, MA | $2,000 | TO FUND HIGHER EDUCATION PROGRAMSTO FUND HIGHER EDUCATION PROGRAMS | 2022 |
| LIME ROCK FOUNDATION | NEWPORT, RI | $2,000 | TO PROVIDE FUNDS FOR THE PURPOSE OF RESTORING, MAINTAINING, AND PRESERVING THE HISTORICALLY AND ARCHITECTURALLY... | 2023 |
| SAVE THE BAY | PROVIDENCE, RI | $1,300 | TO PROTECT AND IMPROVE NARRAGANSETT BAY, AND IMSPIRE ENVIRONMENTAL STEWARDSHIP AMONG THOSE WHO LIVE IN AND VIST THE... | 2022 |
| AQUIDNECK LAND TRUST | MIDDLETOWN, RI | $1,000 | TO PRESERVE AND STEWARD AQUIDNECK ISLAND'S OPEN SPACES FOR LASTING BENEFIT OF THE COMMUNITY, WHILE CONNECTING... | 2023 |
| SEAMAN'S CHURCH INSTITUTE | NEWPORT, RI | $1,000 | TO PROTECT, PRESERVE, AND ENHANCE THE MARITIME CULTURE OF NEWPORT AND NARRAGANSETT BAY BY PROVIDING EDUCATION,... | 2023 |
| SEAMAN'S CHURCH INSTITUTE | NEWPORT, RI | $1,000 | TO PROTECT, PRESERVE, AND ENHANCE THE MARITIME CULTURE OF NEWPORT AND NARRAGANSETT BAY BY PROVIDING EDUCATION,... | 2022 |