Private foundation
LOTZ FAMILY FOUNDATION
FT LAUDERDALE, FLEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
FT LAUDERDALE, FLEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $72,938 | $85,376 | $74,933 | $481,702 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| BELLA MENTE QUANTUM RACING ASSOCIATIONMINNEAPOLIS, MN | TO IMPROVE THE QUALITY OF COMPETITIVE SAILING IN THE UNITED STATES THROUGH YOUTH DEVELOPMENT | $50,000 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip A Lotz | TRUSTEE | 1.00 | $0 |
| Wendy D Lotz | TRUSTEE | 1.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $481,702 |
| FY2023 | 990-PF | $50,884 | $91,810 | $88,092 | $494,123 | $494,123 |
| FY2022 | 990-PF | $37,213 | $124,381 | $118,626 | $535,030 | $535,030 |
| FY2021 | 990-PF | $57,326 | $160,114 | $157,036 | $623,563 | $623,563 |
| FY2020 | 990-PF | $35,367 | $65,649 | $63,474 | $725,701 | $725,701 |
| SAIL NEWPORTNEWPORT, RI |
| TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW SAILORS TO THE SPORT. |
| $45,200 |
| 2022 |
| BELLA MENTE QUANTUM RACING ASSOCIATIONMINNEAPOLIS, MN | TO IMPROVE THE QUALITY OF COMPETITION SALING IN THE UNITED STATES, THRUOGH YOUTH DEVELOPMENT | $25,000 | 2024 |
| SAIL NEWPORTNEWPORT, RI | TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW INDIVIDUALS TO THE SPORT OF SAILING. | $22,200 | 2021 |
| NEW YORK YACHT CLUB FOUNDATIONNEW YORK, NY | 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. | $20,000 | 2021 |
| NEW YORK YACHT CLUB FOUNDATIONNEW YORK, NY | 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. | $20,000 | 2020 |
| SAIL NEWPORTNEWPORT, RI | TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW SAILORS TO THE SPORT. | $20,000 | 2023 |
| NEW YORK YACHT CLUB FOUNDATIONNEW YORK, NY | 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. | $20,000 | 2022 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | TO FUND HIGHER EDUCATION PROGRAMS | $15,000 | 2023 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | TO FUND HIGHER EDUCATION PROGRAMS | $15,000 | 2022 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | TO FUND HIGHER EDUCATION PROGRAMS | $15,000 | 2021 |
| SAIL NEWPORTNEWPORT, RI | TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW INDIVIDUALS TO THE SPORT OF SAILING. | $10,500 | 2020 |
| NEWPORT HOSPITAL FOUNDATIONNEWPORT, RI | TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC | $10,000 | 2023 |
| NEWPORT HOSPITAL FOUNDATIONNEWPORT, RI | TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC | $10,000 | 2024 |
| AQUIDNECK LAND TRUSTMIDDLETOWN, RI | 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. | $10,000 | 2021 |
| NEWPORT HOSPITAL FOUNDATIONNEWPORT, RI | TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC | $10,000 | 2022 |
| NEWPORT HOSPITAL FOUNDATIONNEWPORT, RI | TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC | $10,000 | 2020 |
| NEWPORT HOSPITAL FOUNDATIONNEWPORT, RI | TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC | $10,000 | 2021 |
| SAIL NEWPORTNEWPORT, RI | TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW SAILORS TO THE SPORT. | $10,000 | 2024 |
| SALING FOUNDATION OF NYCOS COB, CT | TO SUPPORT AMATEUR SPORTS PARTICIPATION IN COMPETITIVE SAILING THROUGH CLINICS, COACHING, AND OTHER EDUCATIONAL ACTIVITIES | $7,500 | 2023 |
| US COASTGUARD ALUMNI ASSOCIATIONNEW LONDON, CT | 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 | $5,000 | 2021 |
| LAUDERDALE YACHT CLUB SAILING FOUNDATIONFT LAUDERDALE, FL | 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 | $5,000 | 2023 |
| LEUKEMIA AND LYMPHOMA SOCIETYCRANSTON, RI | TO FUND RESEARCH PROGRAMS, PATIENT SERVICES, AND EDUCATION PROGRAMS | $5,000 | 2021 |
| WINDWARD MARK SAILING FOUNDATIONOYSTER BAY, NY | TO EDUCATE AND TRAIN ELITE ATHLETES | $5,000 | 2024 |
| INLAND LAKES YACHTING ASSOCIATIONEAST TROY, WI | TO SUPPORT SAILING EDUCATION, SAFETY, AND PROVIDE TOP CALIBER RACING AND GREAT FAMILY FUN ON THE WATER | $5,000 | 2023 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443179349103704
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202323179349101197
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202233069349101028
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202113139349100321
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.