· Private foundation
Lotz Family Foundation
Its FY2024 filing reports that it accepted unsolicited grant applications.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2020–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k11 grants · $21k
- $10k–50k3 grants · $45k
| Recipient | Amount |
|---|---|
| BELLA MENTE QUANTUM RACING ASSOCIATION | $25,000 |
| NEWPORT HOSPITAL FOUNDATION | $10,000 |
| SAIL NEWPORT | $10,000 |
| WINDWARD MARK SAILING FOUNDATION | $5,000 |
| SAVE THE BAY | $2,500 |
| HERRESHOFF MARINE MUSEUM | $2,500 |
| CHINESE IMERSION SCHOOL PTA | $2,000 |
| LIME ROCK FOUNDATION | $2,000 |
| BABSON COLLEGE | $2,000 |
| SEAMAN'S CHURCH INSTITUTE | $1,000 |
| SAIL TO PREVAIL | $1,000 |
| MARTIN LUTHER KING CENTER | $1,000 |
| AQUIDNECK LAND TRUST | $1,000 |
| ROSE ISLAND LIGHTHOUSE & FORT HAMILTON TRUST | $500 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY24–24, $5k) land where the poverty rate runs at 6%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
17 repeat relationships — 12 still active in FY2024, 5 since wound down; 2 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 91% of grant dollars renewed an existing relationship; $6k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- SNSAIL NEWPORT5× · 2020–2024 · $108k · revenue +39%
- BMBella Mente Quantum Racing Association2× · 2021–2024 · $75k · revenue +189%
- NYNEW YORK YACHT CLUB FOUNDATION3× · 2020–2022 · $60k · revenue +116%
Funded once
- SFSALING FOUNDATION OF NYone grant, 2023 · $8k
- ILINLAND LAKE YACHTING ASSOCIATIONINone grant, 2023 · $5k · revenue -42%
- UCUS COASTGUARD ALUMNI ASSOCIATIONone grant, 2021 · $5k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To attract and bring together a dedicated group in yachting and naval members to share and foster their interest in yachting and yacht racing;(continue on schedule o)
To bind its members together by a common objective to provide leisure and recreation.
The organization is an exempt social club under irc section 501(c)(7), whose program service activities are organized and operated substantially for the pleasure & recreation of its members. all programs of the club are related to the…
To promote the interest of boating and athletic sports. the club provides its member with boat docks, tennis and paddle courts, dining facilities, various activities & entertainment.
To have a membership composed of yachting and boating enthusiasts of good character and all ages that is predominantly resident to local area, represents a broad spectrum of the community, and is appropriate in size for our facilities; to…
To encourage & support the sport of yachting, the art of yacht designing and building, and the science of seamanship & navigation for the amusement of its members.
The organizations mission is to increase sailing participation and excellence through education, competition, and equal opportunity while upholding the principles of fair play, sportsmanship, and safety.
Serve as the inspirational center of boating activities regionally and a leader of yachting internationally. we honor camaraderie, sportsmanship, tradition, and the maritime heritage of san francisco in a premier yachting environment.
To encourage its members to become proficient in the personal management, control and handling of their yachts in every condition, including matters pertaining to navigation, semanship, cruising, competitive sailing and race management.
The organization's mission is to cooperate with the united states navy and the united states coast guard; to develop and encourage sail and power boating and yacht building, and the knowledge of naval architecture; to acquire, cultivate,…
Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.
To engage people of all ages in the joy of sailing, offering access to all nantucket's youth, and teaching every participant in our programs enduring life and leadership skills, with a deep respect for the marine environment.
For reference, the grantee most central to the portfolio’s shape is Save the Bay Inc and the most unlike its peers is Bella Mente Quantum Racing Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 40 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 10% of your grantees by number, and just 19% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
23 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 23 of the 37 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds SAIL NEWPORT ↗
- Who funds Bella Mente Quantum Racing Association ↗
- Who funds NEW YORK YACHT CLUB FOUNDATION ↗
- Who funds Newport Hospital Foundation ↗
- Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
- Who funds AQUIDNECK ISLAND LAND TRUST ↗
- Who funds BABSON COLLEGE ↗
- Who funds HERRESHOFF MARINE MUSEUM ↗
- Who funds LAUDERDALE YACHT SAILING FOUNDATION INC ↗
- Who funds CHILDREN'S OPPORTUNITY GROUP INC ↗
- Who funds SAVE THE BAY INC ↗
- Who funds WAH MEI SCHOOL ↗
- Who funds INLAND LAKE YACHTING ASSOCIATIONIN ↗
- Who funds WINDMARK SAILING FOUNDATION INC ↗
- Who funds LIME ROCK FOUNDATION ↗
- Who funds CHINESE IMMERSION SCHOOL AT DE AVILA PTA ↗
- Who funds SAIL TO PREVAIL ↗
- Who funds ROSE ISLAND LIGHTHOUSE AND FORT HAMILTON TRUST INC ↗
- Who funds SHRINERS HOSPITALS FOR CHILDREN ↗
- Who funds FIRST DESCENTS ↗
- Who funds Best Buddies International Inc ↗
- Who funds MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED ↗
- Who funds CHILDRENS AID CLUB ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Van Beuren Charitable Foundation Inc · Hope Foundation · Hamilton Family Foundation · Amica Companies Foundation · The Sella Foundation Trust · Kane Wallace Foundation · Alletta Morris McBean Charitable Trust · Boston Foundation Inc · Winifred M Purdy Foundation · Loebs Family Foundation 7521-Xxxxxx16336 · Lyn & Margaret Comfort Charitable Foundation · James M Schoonmaker II Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Lotz Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Best Buddies International Inc — 4% of income from government
- Babson College — 3% of income from government
- Shriners Hospitals for Children — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.