Lotz Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lotz Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 26-1590575

Foundation Overview

Based in Fort Lauderdale, FL, Lotz Family Foundation has awarded 92 grants totaling $608,525 to organizations in Rhode Island, Massachusetts and 9 other states across the US. Individual grants range from $50 to $50,000, with a median award of $2,000.

Latest Tax Year
2023
Total Giving (all years)
$608,525
Total Assets
$774,786
Median Grant (all grants)
$2,000

Latest Form 990-PF Snapshot

Total Grants
17
Median Grant
$2,500
% Median Grant Growth
+25% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 29%

5 of 17 recipients (29%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Rhode Island

45% of grants are awarded in Rhode Island, with additional funding distributed across 10 other locations. The foundation balances regional focus with broader geographic diversity. Within Rhode Island, funding concentrates in Newport (63%), Bristol (17%), Providence (10%).

Funding Trajectory
+51%

Strong 51% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + 4 others

Diversified giving across multiple program areas with primary emphasis on community projects (32%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Lotz Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Babson College $2,000 Babson Park, MA, US To Fund Higher Education Programsto Fund Higher Education Programs 2023
Children's Opportunity Group $2,000 Ft Lauderdale, FL, US To Serve Underprivileged Children In Broward County Through Various Organizations 2023
Chinese Imersion School Pta $500 San Francisco, CA, US To Provide Funds For Student Enrichment Programs 2023
Herreshoff Marine Museum $2,500 Bristol, RI, US 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 2023
Lauderdale Yacht Club Sailing Foundation $5,000 Ft Lauderdale, FL, US To Favorably Impact The Lives Of Young People, By Educating Them About Sailing And Boating, Weather, Marine Safety, Sea Conditions, Maritime Rules Of The Sea, Racing, Tactics, First Aid, And Improve Spatial And Mathematical Skills, To Improve Them With The Tools To Build Character And Support In The Areas Of Education, While Advocating Leadership Among Young People In South Fl 2023
Newport Hospital Foundation $10,000 Newport, RI, US To Provide Healthcare And Services To The Public 2023
Saling Foundation Of Ny $7,500 Cos Cob, CT, US To Support Amateur Sports Participation In Competitive Sailing Through Clinics, Coaching, And Other Educational Activities 2023
Sail Newport $20,000 Newport, RI, US To Promote And Operate Affordable Public Sailing Instruction And Rental Programs, And To Create Opportunities To Attract New Sailors To The Sport. 2023
Save The Bay $2,500 Providence, RI, US To Protect And Improve Narragansett Bay, And Inspire Environmental Stewardship Among Those Who Live In And Vist The Narragansett Bay Region 2023
Seaman's Church Institute $1,000 Newport, RI, US To Protect, Preserve, And Enhance The Maritime Culture Of Newport And Narragansett Bay By Providing Education, Hospitality, And A Safe Haven For Those Who Work, Live, And Play On Or By The Sea. 2023
Trustees Of The University Of Pennsylvania $15,000 Philadelphia, PA, US To Fund Higher Education Programs 2023
Aquidneck Land Trust $1,000 Middletown, RI, US To Preserve And Steward Aquidneck Island's Open Spaces For Lasting Benefit Of The Community, While Connecting With The Land That Defines The Island's Natural Character 2023
Inland Lakes Yachting Association $5,000 East Troy, WI, US To Support Sailing Education, Safety, And Provide Top Caliber Racing And Great Family Fun On The Water 2023
Iyrs $2,500 Newport, RI, US To Empower Students Through Immersive, Hands-on Learning To Realize Their Full Potential In Career And In Life 2023
Lime Rock Foundation $2,000 Newport, RI, US To Provide Funds For The Purpose Of Restoring, Maintaining, And Preserving The Historically And Architecturally Significant Bulidings, The Ilyc Club House, And The Supporting Marine Elements 2023
Sail To Prevail $1,000 Newport, RI, US To Provide Therapeutic Services To Develop Independent Living Skills For Disabled Individuals 2023
Us Sailing Foundation $4,875 Bristol, RI, US To Increase Sailing Participation And Excellence Through Education, Competition, And Equal Opportunity, While Upholding The Principles Of Fair Play, Sportsmanship, And Safety 2023
Babson College $2,000 Babson Park, MA, US To Fund Higher Education Programsto Fund Higher Education Programs 2022
Children's Aid Club $100 Ft Lauderdale, FL, US To Support, Contribute, And Act For Underpriviledged Children In The Fort Lauderdale Community 2022
Children's Opportunity Group $5,000 Ft Lauderdale, FL, US To Serve Underprivileged Children In Broward County Through Various Organizations 2022
Herreshoff Marine Museum $2,500 Bristol, RI, US 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 2022
Chinese Imersion School Pta $300 San Francisco, CA, US To Provide Funds For Student Enrichment Programs 2022
First Descents $1,000 Denver, CO, US To Provided Life Changing Outdoor Adventures To Young Adults Impacted By Cancer And Other Serious Health Conditions 2022
New York Yacht Club Foundation $20,000 New York, NY, US 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. 2022
Newport Hospital Foundation $10,000 Newport, RI, US To Provide Healthcare And Services To The Public 2022
Sail Newport $45,200 Newport, RI, US To Promote And Operate Affordable Public Sailing Instruction And Rental Programs, And To Create Opportunities To Attract New Sailors To The Sport. 2022
Seaman's Church Institute $1,000 Newport, RI, US To Protect, Preserve, And Enhance The Maritime Culture Of Newport And Narragansett Bay By Providing Education, Hospitality, And A Safe Haven For Those Who Work, Live, And Play On Or By The Sea. 2022
Trustees Of The University Of Pennsylvania $15,000 Philadelphia, PA, US To Fund Higher Education Programs 2022
Lauderdale Yacht Club Sailing Foundation $2,500 Ft Lauderdale, FL, US To Favorably Impact The Lives Of Young People, By Educating Them About Sailing And Boating, Weather, Marine Safety, Sea Conditions, Maritime Rules Of The Sea, Racing, Tactics, First Aid, And Improve Spatial And Mathematical Skills, To Improve Them With The Tools To Build Character And Support In The Areas Of Education, While Advocating Leadership Among Young People In South Fl 2022
Pmc Jimmy Fund - Dana Farber Cancer Institute $500 Brookline, MA, US To Support Cancer Research 2022
Rhode Island Lighthouse & Fort Hamilton Trust $500 Newport, RI, US To Preserve The Historic And Enviromental Integrity Of The Island, And To Maintain And Operate Its Lighhouse For Public Access 2022
Save The Bay $1,300 Providence, RI, US To Protect And Improve Narragansett Bay, And Imspire Environmental Stewardship Among Those Who Live In And Vist The Narragansett Bay Region 2022
Babson College $2,000 Babson Park, MA, US To Fund Higher Education Programsto Fund Higher Education Programs 2022
Children's Aid Club $100 Ft Lauderdale, FL, US To Support, Contribute, And Act For Underpriviledged Children In The Fort Lauderdale Community 2022
Children's Opportunity Group $5,000 Ft Lauderdale, FL, US To Serve Underprivileged Children In Broward County Through Various Organizations 2022
Herreshoff Marine Museum $2,500 Bristol, RI, US 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 2022
Chinese Imersion School Pta $300 San Francisco, CA, US To Provide Funds For Student Enrichment Programs 2022
First Descents $1,000 Denver, CO, US To Provided Life Changing Outdoor Adventures To Young Adults Impacted By Cancer And Other Serious Health Conditions 2022
New York Yacht Club Foundation $20,000 New York, NY, US 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. 2022
Newport Hospital Foundation $10,000 Newport, RI, US To Provide Healthcare And Services To The Public 2022
Sail Newport $45,200 Newport, RI, US To Promote And Operate Affordable Public Sailing Instruction And Rental Programs, And To Create Opportunities To Attract New Sailors To The Sport. 2022
Seaman's Church Institute $1,000 Newport, RI, US To Protect, Preserve, And Enhance The Maritime Culture Of Newport And Narragansett Bay By Providing Education, Hospitality, And A Safe Haven For Those Who Work, Live, And Play On Or By The Sea. 2022
Trustees Of The University Of Pennsylvania $15,000 Philadelphia, PA, US To Fund Higher Education Programs 2022
Lauderdale Yacht Club Sailing Foundation $2,500 Ft Lauderdale, FL, US To Favorably Impact The Lives Of Young People, By Educating Them About Sailing And Boating, Weather, Marine Safety, Sea Conditions, Maritime Rules Of The Sea, Racing, Tactics, First Aid, And Improve Spatial And Mathematical Skills, To Improve Them With The Tools To Build Character And Support In The Areas Of Education, While Advocating Leadership Among Young People In South Fl 2022
Pmc Jimmy Fund - Dana Farber Cancer Institute $500 Brookline, MA, US To Support Cancer Research 2022
Rhode Island Lighthouse & Fort Hamilton Trust $500 Newport, RI, US To Preserve The Historic And Enviromental Integrity Of The Island, And To Maintain And Operate Its Lighhouse For Public Access 2022
Save The Bay $1,300 Providence, RI, US To Protect And Improve Narragansett Bay, And Imspire Environmental Stewardship Among Those Who Live In And Vist The Narragansett Bay Region 2022
Babson College $2,000 Babson Park, MA, US To Fund Higher Education Programsto Fund Higher Education Programs 2022
Children's Aid Club $100 Ft Lauderdale, FL, US To Support, Contribute, And Act For Underpriviledged Children In The Fort Lauderdale Community 2022
Children's Opportunity Group $5,000 Ft Lauderdale, FL, US To Serve Underprivileged Children In Broward County Through Various Organizations 2022
Herreshoff Marine Museum $2,500 Bristol, RI, US 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 2022
Chinese Imersion School Pta $300 San Francisco, CA, US To Provide Funds For Student Enrichment Programs 2022
First Descents $1,000 Denver, CO, US To Provided Life Changing Outdoor Adventures To Young Adults Impacted By Cancer And Other Serious Health Conditions 2022
New York Yacht Club Foundation $20,000 New York, NY, US 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. 2022
Newport Hospital Foundation $10,000 Newport, RI, US To Provide Healthcare And Services To The Public 2022
Sail Newport $45,200 Newport, RI, US To Promote And Operate Affordable Public Sailing Instruction And Rental Programs, And To Create Opportunities To Attract New Sailors To The Sport. 2022
Seaman's Church Institute $1,000 Newport, RI, US To Protect, Preserve, And Enhance The Maritime Culture Of Newport And Narragansett Bay By Providing Education, Hospitality, And A Safe Haven For Those Who Work, Live, And Play On Or By The Sea. 2022
Trustees Of The University Of Pennsylvania $15,000 Philadelphia, PA, US To Fund Higher Education Programs 2022
Lauderdale Yacht Club Sailing Foundation $2,500 Ft Lauderdale, FL, US To Favorably Impact The Lives Of Young People, By Educating Them About Sailing And Boating, Weather, Marine Safety, Sea Conditions, Maritime Rules Of The Sea, Racing, Tactics, First Aid, And Improve Spatial And Mathematical Skills, To Improve Them With The Tools To Build Character And Support In The Areas Of Education, While Advocating Leadership Among Young People In South Fl 2022
Pmc Jimmy Fund - Dana Farber Cancer Institute $500 Brookline, MA, US To Support Cancer Research 2022
Rhode Island Lighthouse & Fort Hamilton Trust $500 Newport, RI, US To Preserve The Historic And Enviromental Integrity Of The Island, And To Maintain And Operate Its Lighhouse For Public Access 2022
Save The Bay $1,300 Providence, RI, US To Protect And Improve Narragansett Bay, And Imspire Environmental Stewardship Among Those Who Live In And Vist The Narragansett Bay Region 2022
Aquidneck Land Trust $10,000 Middletown, RI, US To Preserve And Steward The Aquidneck Island's Open Spaces For Lasting Benefit Of The Community While Connecting With The Land That Defines The Island's Natural Character. 2021
Babson College $2,000 Babson Park, MA, US To Fund Higher Education Programsto Fund Higher Education Programs 2021
Bella Mente Quantum Racing Association $50,000 Minneapolis, MN, US To Improve The Quality Of Competitive Sailing In The United States Through Youth Development 2021
Best Buddies $1,000 Miami, FL, US To Create Opportunities For One-to-one Friendships, Integrated Employment, Leadership Development, And Inclusive Living For People With Intellectual And Developmental Disabilities ( Idd ). 2021
Herreshoff Marine Museum $2,500 Bristol, RI, US 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 2021
Leukemia And Lymphoma Society $5,000 Cranston, RI, US To Fund Research Programs, Patient Services, And Education Programs 2021
New York Yacht Club Foundation $20,000 New York, NY, US To Raise Funds To Maintain And Preserve The Exterior And Fundamental Interior Supporing Structures Of The Historically And Architecturally Significant Buildings Owned In New York City And Newport Ri, To Support Historical Preservation In The Areas In Which These Properties Are Located, And To Foster Appreciation For The Works Of The Architects. 2021
Newport Hospital Foundation $10,000 Newport, RI, US To Provide Healthcare And Services To The Public 2021
Sail Newport $22,200 Newport, RI, US To Promote And Operate Affordable Public Sailing Instruction And Rental Programs, And To Create Opportunities To Attract New Individuals To The Sport Of Sailing. 2021
Seaman's Church Institute $1,000 Newport, RI, US To Protect, Preserve, Adn Enhance The Maritime Culture Of Newport And Narragansett Bay By Providing Education, Hospitality, And A Safe Haven For Those Who Work, Live, And Play On Or By The Sea. 2021
Trustees Of The University Of Pennsylvania $15,000 Philadelphia, PA, US To Fund Higher Education Programs 2021
Us Coastguard Alumni Association $5,000 New London, CT, US To Provide Services To, And Promote Fellowship Among, The Alumni Of The Coast Guard Academy, And To Raise Funds To Provide " Margins Of Excellence " Support To The Corps Of Cadets, The Academy, And The Coast Guard In Order To Preserve The Traditions And Enhance The Reputation Of The Coast Guard Academy 2021
Wah Mei School $3,000 San Francisco, CA, US To Provide A Safe, Nurturing, And High Quality Bi-lingual Multicultural Environment That Promotes Children's Development While Building A Supportive Community For Families. 2021
Memorial Sloan Kettering Cancer Center $1,000 New York, NY, US To Assist In The Prevention, Diagnosis, Treatment, And Cure Of Cancer Through Programs Of Excellence In Research, Education, Outreach, And Cost-effective Patient Care 2021
Aquidneck Land Trust $500 Middletown, RI, US To Preserve And Steward The Aquidneck Island's Open Spaces For Lasting Benefit Of The Community While Connecting With The Land That Defines The Island's Natural Character. 2020
Babson College $2,000 Babson Park, MA, US To Fund Higher Education Programsto Fund Higher Education Programs 2020
Boward County Police Benevolent Assoc $50 Ft Lauderdale, FL, US To Promote Professionalism Among Law Enforcement Personnel And To Protect The Rights And Privileges Of The Individual Employee, Either As A Sworn Law Enforcement Officer ( Police ) Or As A Civilian Support Employee. 2020
Broward County School Board - Family First Food & Nutrition Fund $1,000 Sunrise, FL, US To Provide Food To Those In Need. 2020
Mlk Community Center $1,000 Newport, RI, US To Fight Hunger, Promote Good Health, Help To Educate Young Children, Support Families, And Engage Seniors All Across Newport County, Ri 2020
New York Yacht Club Foundation $20,000 New York, NY, US To Raise Funds To Maintain, Restore And Preserve The Historically And Architecturally Significant Buildings Owned In Nyc And Ri, And To Support The Historical Preservation In Areas In Which These Properties Are Located, And To Foster Appreciation For The Works Of The Architects. 2020
Newport Hospital Foundation $10,000 Newport, RI, US To Provide Healthcare And Services To The Public 2020
The Rose Island Lighthouse Foundation $1,000 Newport, RI, US To Preserve The Historic And Environmental Integrity Of The Island, And To Maintain And Operate Its Lighthouse For Public Access. 2020
Sail Newport $10,500 Newport, RI, US To Promote And Operate Affordable Public Sailing Instruction And Rental Programs, And To Create Opportunities To Attract New Individuals To The Sport Of Sailing. 2020
Seaman's Church Institute $1,000 Newport, RI, US To Protect, Preserve, Adn Enhance The Maritime Culture Of Newport And Narragansett Bay By Providing Education, Hospitality, And A Safe Haven For Those Who Work, Live, And Play On Or By The Sea. 2020
Shriners Hospitals For Children $1,000 Tampa, FL, US To Provide The Highest Quality Of Care To Children With Neuromuscular Skeletal Conditions, Burn Injuries, And Other Special Health Care Needs Within A Compassionate, Family-centered, And Collaborative Care Environment, Provide Education Of Physicians And Other Healthcare Professionals, And To Conduct Research To Discover New Knowledge That Improves The Quality Of Care And Quality Of Life For Children And Their Families. 2020
The Ron Magil Conservation Endowment Co Zoo Miami $3,000 Miami, FL, US To Support International And Local Wildlife Conservation Projects. 2020
Us Sailing Foundation $2,000 Bristol, RI, US To Support A Related Non-profit Organization - The United States Sailing Foundation, Inc. 2020
Wah Mei School $2,000 San Francisco, CA, US To Provide A Safe, Nurturing, And High Quality Bi-lingual Multicultural Environment That Promotes Children's Development While Building A Supportive Community For Families. 2020
World Wildlife Foundation $200 Washington, DC, US To Collaborate With People Around The World To Develope And Deliver Innovative Solutions That Protect Communities, Wildlife, And The Places In Which They Live. 2020
Massbike $500 Boston, MA, US An Advocate For Policies That Encourage And Support Community Wellness, Equity, Inclusion, Enable Sustainable Growth, Drive Economic Vitality, And Reduce Greenhouse Gas Emissions. 2020

Foundations Similar to Lotz Family Foundation

Discover 5 foundations with comparable assets ($773,419-$776,459), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 42-6344913 | 39 grants awarded
$774,514
(≈ Similar)
$2,500
median grant
Tampa, FL
Same state
100%
Excellent match

EIN: 56-6267552 | 34 grants awarded
$775,424
(≈ Similar)
$3,139
median grant
Orlando, FL
Same state
100%
Excellent match

EIN: 38-3529723 | 151 grants awarded
$773,875
(≈ Similar)
$2,000
median grant
Naples, FL
Same state
100%
Excellent match

EIN: 85-4013688 | 8 grants awarded
$773,419
(≈ Similar)
$3,756
median grant
North Miami, FL
Same state
100%
Excellent match

EIN: 30-6379740 | 31 grants awarded
$776,459
(≈ Similar)
$1,500
median grant
Ponte Vedra Beach, FL
Same state
100%
Excellent match

Contact Information

Official contact details for Lotz Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 26-1590575
Website N/A
Address 3055 HARBOR DRIVE 803 Fort Lauderdale, FL 33316-0000

Key People (2)

Board members, trustees, and key staff who oversee Lotz Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Philip A Lotz
Trustee Wendy D Lotz

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Lotz Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.