Mary F Lotz Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Mary F Lotz Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 46-1655476
Foundation Overview
Based in Adel, IA, Mary F Lotz Charitable Foundation has awarded 10 grants totaling $314,780 to organizations in Iowa. Individual grants range from $25,000 to $37,000, with a median award of $30,890.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Winterset (100%).
Funding Trajectory
Stable funding levels with 6% change over 9 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Mary F Lotz Charitable 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 |
|---|---|---|---|---|
| Madison County Memorial Hospital | $30,000 | Winterset, IA, US | Hospice Care | 2025 |
| Madison County Memorial Hospital | $30,000 | Winterset, IA, US | Hospice Care | 2023 |
| Madison County Memorial Hospital | $30,000 | Winterset, IA, US | Hospice Care | 2023 |
| Madison County Mem Hospital | $34,500 | Winterset, IA, US | Hospice Care | 2022 |
| Madison County Mem Hospital | $34,500 | Winterset, IA, US | Hospice Care | 2022 |
| Madison County Mem Hospital | $34,000 | Winterset, IA, US | Hospice Care | 2021 |
| Madison County Mem Hospital | $25,000 | Winterset, IA, US | Hospice Care | 2020 |
| Madison County Mem Hospital | $37,000 | Winterset, IA, US | Hospice Care | 2018 |
| Madison County Mem Hospital | $28,000 | Winterset, IA, US | Hospice Care | 2017 |
| Madison County Mem Hospital | $31,780 | Winterset, IA, US | Hospice Care | 2016 |
Foundations Similar to Mary F Lotz Charitable Foundation
Discover 5 foundations with comparable assets ($17,482,000,476-$78,673,465,696), similar grant patterns, and geographic focus in IA 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 |
|---|---|---|---|---|
|
Gates Foundation
EIN: 56-2618866 | 43529 grants awarded |
$78,673,465,696
(↑ Larger) |
$500,000
median grant |
Seattle, WA |
|
|
Gates Foundation Trust
EIN: 91-1663695 | 7 grants awarded |
$77,564,446,975
(↑ Larger) |
$6,806,925,000
median grant |
Kirkland, WA |
|
|
Lilly Endowment Inc
EIN: 35-0868122 | 13997 grants awarded |
$62,192,685,769
(↑ Larger) |
$26,500
median grant |
Indianapolis, IN |
|
|
The Wellcome Trust
EIN: 98-6038021 |
$54,230,100,300
(↑ Larger) |
Not available
see full profile |
London, ENGLAND |
|
|
The Ford Foundation
EIN: 13-1684331 | 25502 grants awarded |
$17,482,000,476
(↑ Larger) |
$100,000
median grant |
New York, NY |
|
Related Foundation Resources in IA:
Contact Information
Official contact details for Mary F Lotz Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 46-1655476 |
| Website | N/A |
| Address | 1009 MAIN ST Adel, IA 50003-1454 |
Key People (1)
Board members, trustees, and key staff who oversee Mary F Lotz Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co Trustee | James E Van Werden |
|---|
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 Mary F Lotz Charitable 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
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