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Lotz House Foundation

EIN 26-3201844 · Franklin, TN

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood80 out of 100GovernanceWeak41 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE LOTZ HOUSE FOUNDATION IS DEDICATED TO PROTECTING, PRESERVING, AND EDUCATING PEOPLE ON THE HISTORY AND CULTURE OF THE HISTORIC CIVIL WAR BATTLE OF FRAKLIN, TENNESSEE IN 1864. WE ARE COMMITTED TO ENRICHING LIVES THROUGH PRESERVING THE STORIES OF THE TIME ALONG WITH THE LIFESTYLE, FURNINSHINGS AND FINE ART OF THE PERIOD.

Income
$197,340
Spending
$184,385
Spent on programs
93%
Reserves
3.6 months of spending
Largest source of income
fees for its services, 71%
Employees
8
Volunteers
0

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 80 out of 100. Higher than 60% of charities in its peer group (arts and culture, under $250k).

  • Reserves

    20 of 35

    Spendable reserves would cover 3.6 months of spending.

  • Debt

    20 of 20

    It owes 15% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 7% of income.

  • Income trend

    10 of 15

    Income fell 0% on the year before.

  • Spending floor

    15 of 15

    93% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 41 out of 100. Higher than 16% of charities in its peer group (arts and culture, under $250k).

  • Independent board

    18 of 25

    4 of 4 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $172,150 spent. THE LOTZ HOUSE FOUNDATION PRESERVES THE CIVIL WAR ERA DWELLING FOR FUTURE GENERATIONS TO LEARN ABOUT THE CIVIL WAR BATTLE OF FRAKLIN IN TENNESSEE. IT ALSO COLLECTS AND ACQUIRES CIVIL WAR ERA FURNITURE AND OTHER ITEMS FOR DISPLAY AND EDUCATIONAL PURPOSES, AND MAINTAINS THE DWELLING AND THE GROUNDS FOR TOURS FOR VISITORS AND TOURISTS TO LEARN OF THE BATTLE OF FRANKLIN IN 1864. PART OF THE BATTLE TOOK PLACE ON THE PROPERTY GROUNDS.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since April 2009.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

  7. Could it be confused with another charity? Worth knowing.

    A much larger organization has a similar name: Fisher House Foundation Inc (Rockville, MD), EIN 11-3158401. If that is the one you meant, check the EIN before giving.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.