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Lotz Family Foundation at a glance

· Private foundation

Lotz Family Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$66k
Granted FY2024still arriving
14
Grants FY2024still arriving
5
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Recreation & Sports$222kCommunity Improvement$71kHealth$60kEducation$55kEnvironment$21kArts & Culture$19kPhilanthropy$7kAnimals$3kOther$0
02FY2024 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k11 grants · $21k
  • $10k–50k3 grants · $45k
$2,000
Median grant
5
States reached
$482k
Total assets
Largest grants
RecipientAmount
BELLA MENTE QUANTUM RACING ASSOCIATION$25,000
SAIL NEWPORT$10,000
NEWPORT HOSPITAL FOUNDATION$10,000
WINDWARD MARK SAILING FOUNDATION$5,000
HERRESHOFF MARINE MUSEUM$2,500
SAVE THE BAY$2,500
CHINESE IMERSION SCHOOL PTA$2,000
BABSON COLLEGE$2,000
LIME ROCK FOUNDATION$2,000
SEAMAN'S CHURCH INSTITUTE$1,000
MARTIN LUTHER KING CENTER$1,000
AQUIDNECK LAND TRUST$1,000
SAIL TO PREVAIL$1,000
ROSE ISLAND LIGHTHOUSE & FORT HAMILTON TRUST$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 10%WINDWARD MARK SAILING FOUNDATION: $5k → 6%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
WI
NY
MA
PA
CT
RI
CA
CO
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$374k · 17 repeat orgs$41k to everyone else

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

Re-uppedFunded once

Organizations

17
17

Total granted

$374k
$35k

Median revenue growth · since first grant

+40%
+40%

Still filing today

88%
35%

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
Recreation & SportsHealthArts & CultureEnvironmentCommunity ImprovementEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • SN
    SAIL NEWPORT
    5× · 2020–2024 · $108k · revenue +39%
  • BM
    Bella Mente Quantum Racing Association
    2× · 2021–2024 · $75k · revenue +189%
  • NY
    NEW YORK YACHT CLUB FOUNDATION
    3× · 2020–2022 · $60k · revenue +116%

Funded once

  • SF
    SALING FOUNDATION OF NY
    one grant, 2023 · $8k
  • UC
    US COASTGUARD ALUMNI ASSOCIATION
    one grant, 2021 · $5k
  • LA
    LEUKEMIA AND LYMPHOMA SOCIETY
    one grant, 2021 · $5k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The New York Yacht Club

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)

—
2
Marco Island Yacht Club Inc

To bind its members together by a common objective to provide leisure and recreation.

Recreation & Sports
3
The San Francisco Yacht Club

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…

—
4
Bay Head Yacht Club

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.

Recreation & Sports
5
New Bedford Yacht Club

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…

—
6
The Indian Harbor Yacht Club Incorporated

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.

—
7
United States Sailing Association Inc

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.

Recreation & Sports
8
St Francis Yacht Club

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.

—
9
Seawanhaka Corinthian Yacht Club

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.

—
10
Milwaukee Yacht Club

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,…

—
11
United States Naval Institute

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.

—
12
Nantucket Community Sailing Inc

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.

Recreation & Sports
How this is measured
The grantee most central to the portfolio’s shape is Save the Bay Inc; 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.
04the grantee network

23 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
23/23
Grantees still filing
18/23
Grew since first funded

Where the money sits, by cause and then by grantee

SAIL NEWPORT: $107,900 · Recreation & SportsSAIL NEWPORTBella Mente Quantum Racing Association: $75,000 · Recreation & SportsBella Mente Quantum Racing AssociationLAUDERDALE YACHT SAILING FOUNDATION INC: $7,500 · Recreation & Sports+2 more: $2,000 · Recreation & SportsNEW YORK YACHT CLUB FOUNDATION: $60,000 · Community ImprovementNEW YORK YACHT…TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $45,000 · EducationTRUSTEES OF T…BABSON COLLEGE: $10,000 · EducationBABSON COLLEG…Newport Hospital Foundation: $50,000 · HealthNewport Hospi…SAIL TO PREVAIL: $2,000 · Health+1 more: $1,000 · HealthSALING FOUNDATION OF NY: $7,500 · OtherSALING FOUNDATIO…US SAILING FOUNDATION: $6,875 · OtherUS SAILING FOUND…WAH MEI SCHOOL: $5,000 · OtherWAH MEI SCHOOLUS COASTGUARD ALUMNI ASSOCIATION: $5,000 · OtherUS COASTGUARD AL…SEAMAN'S CHURCH INSTITUTE: $5,000 · OtherSEAMAN'S CHURCH …LEUKEMIA AND LYMPHOMA SOCIETY: $5,000 · OtherLEUKEMIA AND LYM…INLAND LAKE YACHTING ASSOCIATIONIN: $5,000 · OtherINLAND LAKE YACH…THE RON MAGIL CONSERVATION ENDOWMENT CO ZOO MIAMI: $3,000 · OtherCHINESE IMMERSION SCHOOL AT DE AVILA PTA: $2,800 · OtherIYRS: $2,500 · OtherCHILDREN'S OPPORTUNITY GROUP INC: $7,000 · OtherCHILDREN'S OPPOR…WINDMARK SAILING FOUNDATION INC: $5,000 · OtherWINDMARK SAILING…+9 more: $5,350 · Other+9 moreAQUIDNECK ISLAND LAND TRUST: $12,500 · EnvironmentSAVE THE BAY INC: $6,300 · EnvironmentHERRESHOFF MARINE MUSEUM: $10,000 · Arts & CultureLIME ROCK FOUNDATION: $4,000 · Arts & CultureROSE ISLAND LIGHTHOUSE AND FORT HAMILTON TRUST INC: $2,000 · Arts & Culture
Recreation & Sports$192,400Community Improvement$60,000Education$55,000Health$53,000Other$65,025Environment$18,800Arts & Culture$16,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSAIL NEWPORT: $107,900 over 5y, 1.5% of budgetBella Mente Quantum Racing Association: $75,000 over 2y, 0.9% of budgetNEW YORK YACHT CLUB FOUNDATION: $60,000 over 3y, 1.3% of budgetNewport Hospital Foundation: $50,000 over 5y, 1.8% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $45,000 over 3y, 0.0% of budgetAQUIDNECK ISLAND LAND TRUST: $12,500 over 4y, 0.1% of budgetHERRESHOFF MARINE MUSEUM: $10,000 over 4y, 0.2% of budgetBABSON COLLEGE: $10,000 over 5y, 0.0% of budgetLAUDERDALE YACHT SAILING FOUNDATION INC: $7,500 over 2y, 2.2% of budgetCHILDREN'S OPPORTUNITY GROUP INC: $7,000 over 2y, 5.1% of budgetSAVE THE BAY INC: $6,300 over 3y, 0.0% of budgetWAH MEI SCHOOL: $5,000 over 2y, 0.1% of budgetINLAND LAKE YACHTING ASSOCIATIONIN: $5,000 over 1y, 0.7% of budgetWINDMARK SAILING FOUNDATION INC: $5,000 over 1y, 0.4% of budgetLIME ROCK FOUNDATION: $4,000 over 2y, 3.3% of budgetCHINESE IMMERSION SCHOOL AT DE AVILA PTA: $2,800 over 3y, 0.5% of budgetROSE ISLAND LIGHTHOUSE AND FORT HAMILTON TRUST INC: $2,000 over 3y, 1.1% of budgetSAIL TO PREVAIL: $2,000 over 2y, 0.2% of budgetBest Buddies International Inc: $1,000 over 1y, 0.0% of budgetMARTIN LUTHER KING COMMUNITY CENTER INCORPORATED: $1,000 over 1y, 0.0% of budgetSHRINERS HOSPITALS FOR CHILDREN: $1,000 over 1y, 0.0% of budgetFIRST DESCENTS: $1,000 over 1y, 0.0% of budgetCHILDRENS AID CLUB: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Van Beuren Charitable…Hope FoundationHamilton Family Found…Amica Companies Found…The Sella Foundation …Kane Wallace Foundati…Alletta Morris McBean…Boston Foundation IncWinifred M Purdy Foun…Loebs Family Foundati…Lyn & Margaret Comfor…James M Schoonmaker I…
Van Beuren Charitable Foundation IncNY19.9× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Lotz Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Lotz Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%1%3%6%10%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 3%
  • 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
no gov moneyreceives it· size = income
3get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 37 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Lotz Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home