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Marie Lotz Trust

National City Bank Indiana
  • Pittsburgh, PA
  • Tax-exempt since April 2015
  • EIN: 35-6472429

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$19.1k (2024)

Expenses
$29.1k (2024)

Total Assets
$369k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,074
Expenses
$29,145
Net Income
-$10,071
Net Assets
$369,436
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,782
56.5%
Sales of Assets $8,292
43.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,227
79.7%
Compensation of Officers* $4,979
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $369,436
Total Liabilities $0
Net Assets $369,436
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,979 $0

Document Links

990-PF
Filed on April 25, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,440
Expenses
$30,658
Net Income
-$21,218
Net Assets
$379,530
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,884
> 100%
Sales of Assets -$942
Other Income $498
5.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,725
77.4%
Compensation of Officers* $4,580
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $379,530
Total Liabilities $0
Net Assets $379,530
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,580 $0

Document Links

990-PF
Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,387
Expenses
$35,229
Net Income
-$32,842
Net Assets
$400,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,214
> 100%
Sales of Assets -$6,827
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,748
70.2%
Compensation of Officers* $4,932
14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $400,497
Total Liabilities $0
Net Assets $400,497
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $4,932 $0

Document Links

990-PF
Filed on April 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,910
Expenses
$32,465
Net Income
$8,445
Net Assets
$433,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,359
27.8%
Sales of Assets $29,194
71.4%
Other Income $357
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,729
85.4%
Compensation of Officers* $5,769
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $433,038
Total Liabilities $0
Net Assets $433,038
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $5,769 $0

Document Links

990-PF
Filed on April 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,698
Expenses
$33,552
Net Income
-$19,854
Net Assets
$424,016
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,897
79.6%
Sales of Assets $2,801
20.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,324
84.4%
Compensation of Officers* $5,009
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $424,017
Total Liabilities $1
Net Assets $424,016
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $5,009 $0

Document Links

990-PF
Filed on April 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,128
Expenses
$32,046
Net Income
$22,082
Net Assets
$445,239
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,332
20.9%
Sales of Assets $42,627
78.8%
Other Income $169
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,046
87.5%
Compensation of Officers* $5,000
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $445,240
Total Liabilities $1
Net Assets $445,239
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $5,000 $0

Document Links

990-PF
Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,937
Expenses
$31,979
Net Income
-$13,042
Net Assets
$423,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,677
51.1%
Sales of Assets $9,260
48.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,938
78.0%
Compensation of Officers* $5,098
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $423,161
Total Liabilities $0
Net Assets $423,161
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $5,098 $0

Document Links

990-PF
Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,828
Expenses
$31,987
Net Income
-$3,159
Net Assets
$436,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,842
30.7%
Sales of Assets $18,969
65.8%
Other Income $1,017
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,233
78.9%
Compensation of Officers* $5,002
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $436,199
Total Liabilities $0
Net Assets $436,199
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $5,002 $0

Document Links

990-PF
Filed on April 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,044
Expenses
$33,226
Net Income
-$27,182
Net Assets
$439,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,909
> 100%
Sales of Assets -$2,105
Other Income $240
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,512
82.8%
Compensation of Officers* $4,861
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $439,360
Total Liabilities $0
Net Assets $439,360
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $4,861 $0

Document Links

990-PF
Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$113,238
Expenses
$36,270
Net Income
$76,968
Net Assets
$466,546
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,252
8.2%
Sales of Assets $103,986
91.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,278
78.0%
Compensation of Officers* $5,239
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $466,546
Total Liabilities $0
Net Assets $466,546
Compensation
Key Employees and Officers Compensation Other
Pnc Bank (Trustee) $5,239 $0

Document Links

990-PF
Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,874
Expenses
$30,012
Net Income
$20,862
Net Assets
$389,657
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,222
22.1%
Sales of Assets $39,652
77.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,723
72.4%
Compensation of Officers* $5,363
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $389,657
Total Liabilities $0
Net Assets $389,657

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,628
Expenses
$26,927
Net Income
$13,701
Net Assets
$368,793
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,413
20.7%
Sales of Assets $32,215
79.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,995
70.5%
Compensation of Officers* $4,935
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $368,793
Total Liabilities $0
Net Assets $368,793

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,008
Expenses
$25,767
Net Income
-$5,759
Net Assets
$355,121
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,810
44.0%
Sales of Assets $11,198
56.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,440
71.6%
Compensation of Officers* $4,598
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $355,121
Total Liabilities $0
Net Assets $355,121

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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