Lotz Marie Trust
EIN 356472429 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$159K
21 grants · $20K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$9K
typical small grants · $4K–$9K
grant size
100%
deep partner · 3/3 multi-year
repeat
$417K
Assets (2023)
3
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(412) 768-9607
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $23K | $434K | $6K | 3 |
| 2017 | $23K | $469K | $29K | 3 |
| 2018 | $22K | $418K | $19K | 3 |
| 2020 | $23K | $486K | $14K | 3 |
| 2021 | $22K | $509K | $41K | 3 |
| 2022 | $23K | $382K | $2K | 3 |
| 2023 | $22K | $417K | $9K | 3 |
Grant Size Distribution
Based on 21 grants on record
Minimum
$4K
25th Pctl
$4K
Median
$9K
Average
$8K
75th Pctl
$9K
Maximum
$10K
Geographic Distribution
Officers & Directors
PA
Pnc Bank N a
Trustee
PB
Pnc Bank
6 yrs
Trustee
PB
Pnc Bank
6 yrs
Trustee
PB
Pnc Bank
6 yrs
Trustee
PB
Pnc Bank
6 yrs
Trustee
PB
Pnc Bank
6 yrs
Trustee
PB
Pnc Bank
6 yrs
Trustee
Grants Awarded (21 total)
| Purpose | ||||
|---|---|---|---|---|
| Shawe Memorial High School | Madison, IN | $9,701 | GENERAL SUPPORT | 2022 |
| Prince of Peace Catholic Schools | Madison, IN | $9,701 | GENERAL SUPPORT | 2022 |
| Shawe Memorial High School | Madison, IN | $9,608 | GENERAL SUPPORT | 2016 |
| Prince of Peace Catholic Schools | Madison, IN | $9,608 | GENERAL SUPPORT | 2016 |
| Shawe Memorial High School | Madison, IN | $9,496 | GENERAL SUPPORT | 2020 |
| Prince of Peace Catholic Schools | Madison, IN | $9,496 | GENERAL SUPPORT | 2020 |
| Shawe Memorial High School | Madison, IN | $9,496 | GENERAL SUPPORT | 2017 |
| Prince of Peace Catholic Schools | Madison, IN | $9,496 | GENERAL SUPPORT | 2017 |
| Shawe Memorial High School | Madison, IN | $9,366 | GENERAL SUPPORT | 2018 |
| Prince of Peace Catholic Schools | Madison, IN | $9,366 | GENERAL SUPPORT | 2018 |
| Shawe Memorial High School | Madison, IN | $9,348 | GENERAL SUPPORT | 2021 |
| Prince of Peace Catholic Schools | Madison, IN | $9,348 | GENERAL SUPPORT | 2021 |
| Shawe Memorial High School | Madison, IN | $9,304 | GENERAL SUPPORT | 2023 |
| Prince of Peace Catholic Schools | Madison, IN | $9,304 | GENERAL SUPPORT | 2023 |
| Prince of Peace Catholic Church | Madison, IN | $3,880 | GENERAL SUPPORT | 2022 |
| Prince of Peace Catholic Church | Madison, IN | $3,844 | GENERAL SUPPORT | 2016 |
| Prince of Peace Catholic Church | Madison, IN | $3,800 | GENERAL SUPPORT | 2020 |
| Prince of Peace Catholic Church | Madison, IN | $3,800 | GENERAL SUPPORT | 2017 |
| Prince of Peace Catholic Church | Madison, IN | $3,746 | GENERAL SUPPORT | 2018 |
| Prince of Peace Catholic Church | Madison, IN | $3,739 | GENERAL SUPPORT | 2021 |
| Prince of Peace Catholic Church | Madison, IN | $3,721 | GENERAL SUPPORT | 2023 |
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