Lotz Family Foundation
Fort Lauderdale, FL · EIN 26-1590575. Reported 60 grants totalling $404,475 to 31 recipients across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.
Does this foundation accept applications?
Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Lotz Family Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.
How big are its grants?
The median grant is $2,500. Half of everything it gave fell between $1,000 and $10,000; the smallest was $100 and the largest $50,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.
Every organization it funded
This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| Sail Newport | Newport, RI | $97,400 | 4 | 4 | 2024 |
| Bella Mente Quantum Racing Association | Minneapolis, MN | $75,000 | 2 | 2 | 2024 |
| Trustees of the University of Pennsylvania | Philadelphia, PA | $45,000 | 3 | 3 | 2023 |
| New York Yacht Club Foundation | New York, NY | $40,000 | 2 | 2 | 2022 |
| Newport Hospital Foundation | Newport, RI | $40,000 | 4 | 4 | 2024 |
| Aquidneck Land Trust | Middletown, RI | $12,000 | 3 | 3 | 2024 |
| Herreshoff Marine Museum | Bristol, RI | $10,000 | 4 | 4 | 2024 |
| Babson College | Babson Park, MA | $8,000 | 4 | 4 | 2024 |
| Lauderdale Yacht Club Sailing Foundation | Ft Lauderdale, FL | $7,500 | 2 | 2 | 2023 |
| Saling Foundation of Ny | Cos Cob, CT | $7,500 | 1 | 1 | 2023 |
| Children's Opportunity Group | Ft Lauderdale, FL | $7,000 | 2 | 2 | 2023 |
| Save the Bay | Providence, RI | $6,300 | 3 | 3 | 2024 |
| Inland Lakes Yachting Association | East Troy, WI | $5,000 | 1 | 1 | 2023 |
| Leukemia and Lymphoma Society | Cranston, RI | $5,000 | 1 | 1 | 2021 |
| US Coastguard Alumni Association | New London, CT | $5,000 | 1 | 1 | 2021 |
| Windward Mark Sailing Foundation | Oyster Bay, NY | $5,000 | 1 | 1 | 2024 |
| US Sailing Foundation | Bristol, RI | $4,875 | 1 | 1 | 2023 |
| Lime Rock Foundation | Newport, RI | $4,000 | 2 | 2 | 2024 |
| Seaman's Church Institute | Newport, RI | $4,000 | 4 | 4 | 2024 |
| Wah Mei School | San Francisco, CA | $3,000 | 1 | 1 | 2021 |
| Chinese Imersion School PTA | San Francisco, CA | $2,800 | 3 | 3 | 2024 |
| Iyrs | Newport, RI | $2,500 | 1 | 1 | 2023 |
| Sail to Prevail | Newport, RI | $2,000 | 2 | 2 | 2024 |
| Best Buddies | Miami, FL | $1,000 | 1 | 1 | 2021 |
| First Descents | Denver, CO | $1,000 | 1 | 1 | 2022 |
| Martin Luther King Center | Newport, RI | $1,000 | 1 | 1 | 2024 |
| Memorial Sloan Kettering Cancer Center | New York, NY | $1,000 | 1 | 1 | 2021 |
| Pmc Jimmy Fund - Dana Farber Cancer Institute | Brookline, MA | $500 | 1 | 1 | 2022 |
| Rhode Island Lighthouse & Fort Hamilton Trust | Newport, RI | $500 | 1 | 1 | 2022 |
| Rose Island Lighthouse & Fort Hamilton Trust | Newport, RI | $500 | 1 | 1 | 2024 |
| Children's Aid Club | Ft Lauderdale, FL | $100 | 1 | 1 | 2022 |
15 of 31 (48%) received money in more than one year over the 4 years we hold.
Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 59%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.
What the money was for
Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.
- Bella Mente Quantum Racing Association
TO IMPROVE THE QUALITY OF COMPETITIVE SAILING IN THE UNITED STATES THROUGH YOUTH DEVELOPMENT - Sail Newport
TO PROMOTE AND OPERATE AFFORDABLE PUBLIC SAILING INSTRUCTION AND RENTAL PROGRAMS, AND TO CREATE OPPORTUNITIES TO ATTRACT NEW SAILORS TO THE SPORT. - New York Yacht Club Foundation
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. - Trustees of the University of Pennsylvania
TO FUND HIGHER EDUCATION PROGRAMS - Newport Hospital Foundation
TO PROVIDE HEALTHCARE AND SERVICES TO THE PUBLIC - Aquidneck Land Trust
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.
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 39 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.
Giving by year
| Tax year | Grants | Total | Median grant |
|---|---|---|---|
| 2021 | 14 | $147,700 | $5,000 |
| 2022 | 15 | $106,900 | $2,000 |
| 2023 | 17 | $84,375 | $2,500 |
| 2024 | 14 | $65,500 | $2,000 |
Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.
Where its money goes
47% of its giving went to organizations in Rhode Island. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.
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Funders that support the same organizations
These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.
How to approach this foundation
- Check you are its size. The median grant is $2,500. A request many times that size asks for something it has rarely or never given.
- Check you are in its geography. Its giving is concentrated in Rhode Island.
- Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
- Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.
Related guides
Where these numbers come from
Everything above is taken from Lotz Family Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.
Address of record on the latest return: 3055 Harbor Drive 803, Fort Lauderdale, FL, 33316. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.
EIN 26-1590575 · See the original filings on ProPublica · How we build this
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