Private Foundation · IA
Mary F Lotz Charitable Foundation
Adel, IA · EIN 461655476 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$773K
Total Giving
$124K
Grants on File
4
Average Grant
$31K
Giving Radius
Where Mary F Lotz Charitable Foundation Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Winterset, IA | $25K | 2020 |
| Winterset, IA | $34K | 2021 |
| Winterset, IA | $34K | 2022 |
| Winterset, IA | $30K | 2023 |
4 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $762K | $37K | $59K | $52K |
| 2022 | $754K | $36K | $74K | $50K |
| 2021 | $731K | $36K | $40K | $44K |
| 2020 | $736K | $36K | $40K | $37K |
| 2019 | $733K | $36K | $40K | $44K |
| 2015 | $745K | $37K | $48K | $73K |
| 2014 | $771K | $38K | $56K | $55K |
| 2013 | $770K | $37K | $803K | $33K |
Section VII
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