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Also known as: % JAMES E VAN WERDEN
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Mary F Lotz Charitable Foundation is a private trust based in ADEL, IA. The foundation received its IRS ruling in 2014. The principal officer is James E Van Werden. It holds total assets of $773K. Annual income is reported at $49K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Mary F Lotz Charitable Foundation has made 4 grants totaling $124K, with a median grant of $32K. The foundation has distributed between $25K and $35K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $35K distributed across 1 grants. Individual grants have ranged from $25K to $35K, with an average award of $31K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Iowa. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Mary F Lotz Charitable Foundation primarily funds organizations in the area of human services. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in IA.
Mary F Lotz Charitable Foundation has distributed a total of $124K across 4 grants. The median grant size is $32K, with an average of $31K. Individual grants have ranged from $25K to $35K.
Mary F Lotz Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Mary F Lotz Charitable Foundation is headquartered in ADEL, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James Van Werden | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$52K
Total Assets
$762K
Fair Market Value
$763K
Net Worth
$762K
Grants Paid
$30K
Contributions
N/A
Net Investment Income
$47K
Distribution Amount
$37K
Total Grants
4
Total Giving
$124K
Average Grant
$31K
Median Grant
$32K
Unique Recipients
2
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Madison County Memorial HospitalHOSPICE CARE | Winterset, IA | $30K | 2023 |
| Madison County Mem HospitalHOSPICE CARE | Winterset, IA | $35K | 2022 |