Lorenz Family Charitable Trust Inc

NASHVILLE, IN EIN: 35-6743938

MAKE GRANTS TO NON-PROFIT ORGANIZATIONS FOR THEIR CHARITABLE PURPOSES.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

+12.2% YoY

Revenue

$71K

+3.0% YoY

Net Investment Income

$71K

+3.0% YoY

Expenses

$73K

-2.8% YoY

About Lorenz Family Charitable Trust Inc

Based on IRS filings

Lorenz Family Charitable Trust Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. Net investment income was $71K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BloomingtonIndianapolisNashville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$41K$62K$82K20202021202220232024
Metric202420232022
Total Assets$2,077,495$1,851,290$1,992,024
Revenue$71,240$69,190$64,174
Expenses$72,632$74,705$65,106
Qualifying Distributions
Net Investment Income$71,240$69,190$64,174
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$31K$46K$61K3 grants20200 grants20215 grants20222 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ALICE S LORENZTRUSTEE1
LINDA NORTONTRUSTEE
HOLLY W SMITHTRUSTEE
DONNA S JOHNSONTRUSTEE
MEGAN L CARRTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lorenz Family Charitable Trust Inc?

Lorenz Family Charitable Trust Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, IN. It holds $2.1M in total assets as of 2024.

How large is Lorenz Family Charitable Trust Inc?

As of 2024, Lorenz Family Charitable Trust Inc holds $2.1M in total assets with $71K in annual revenue.

Where does Lorenz Family Charitable Trust Inc operate?

Lorenz Family Charitable Trust Inc has awarded grants in Indiana.

What is Lorenz Family Charitable Trust Inc's EIN?

Lorenz Family Charitable Trust Inc's EIN (Employer Identification Number) is 35-6743938. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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