Lorenz Family Charitable Trust Inc

Public charity · Grantmaker Nashville, IN EIN: 35-6743938

Make grants to non-profit organizations for their charitable purposes.

Lorenz Family Charitable Trust Inc at a glance

In short: Lorenz Family Charitable Trust Inc gave $46K across 3 grants in 2025 (avg $15K), mostly in Indiana. Source: 2025 IRS Form 990.

Annual giving (2025)
$45,823
-35.9% vs 2024
Grants made (2025)
3
Average grant
$15,274
Median grant
$10,000
Total assets
$2,524,292
+21.5% vs 2024
Primary geography
Indiana (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Lorenz Family Charitable Trust Inc funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Brown County Historical Society: $26KBrown County HistoricalSociety$26KThe Orchard School Foundation Inc: $10KThe Orchard School FoundationInc$10KBrown County Community Foundation: $10KBrown County CommunityFoundation$10K

The largest 2025 recipient was Brown County Historical Society ($26K). Together the top 3 received $46K.

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

NashvilleIndianapolisBloomington

How Lorenz Family Charitable Trust Inc gives

  • Giving fell 25% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K3 grants2020 3 grants2021 5 grants2022 2 grants2023 Total only2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $46K (2025) to $72K (2024). In 2025 it made 3 grants totaling $46K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Brown County Historical Society Nashville, INPreserve Brown County History$25,823
The Orchard School Foundation Inc Indianapolis, INSupport Private Education$10,000
Brown County Community Foundation Nashville, INSupport Local Brown County Nonprofits$10,000
Your AI grants department

Ready to take the next step with Lorenz Family Charitable Trust Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$2,524,292$74,976$75,961$45,8233$74,976
2024$2,077,495$71,240$72,632$71,500Total only$71,240
2023$1,851,290$69,190$74,705$52,7002$69,190
2022$1,992,024$64,174$65,106$61,3005$64,174
2021$2,042,933$67,056$64,082$56,0003$67,056
2020$1,610,488$58,567$59,498$52,9003$58,567

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

About Lorenz Family Charitable Trust Inc

Based on IRS filings

Lorenz Family Charitable Trust Inc is a public charity, based in Nashville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 3 grants totaling $46K. Net investment income was $75K.

Leadership & Key People

Officers and directors from IRS filings

Lorenz Family Charitable Trust Inc's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Alice S. Lorenz

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Donna S. Johnson

    Trustee

    On filings since 2020

    No compensation reported

  • Holly W. Smith

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Linda L. Norton

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Megan L. Carr

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lorenz Family Charitable Trust Inc

How much does Lorenz Family Charitable Trust Inc give each year?

Lorenz Family Charitable Trust Inc gave $46K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it reported $72K in grants paid.

What is Lorenz Family Charitable Trust Inc's typical grant size?

Lorenz Family Charitable Trust Inc's median grant in 2025 was $10,000, and its average grant was $15,274, across 3 grants on its 2025 IRS Form 990.

Where does Lorenz Family Charitable Trust Inc give grants?

Lorenz Family Charitable Trust Inc gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Nashville, IN (2 grants).

Does Lorenz Family Charitable Trust Inc give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Lorenz Family Charitable Trust Inc's 2025 IRS Form 990 were described as general or operating support.

How large is Lorenz Family Charitable Trust Inc?

Lorenz Family Charitable Trust Inc reported $2.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $75K.

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 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
  2. Updated Form 990 for fiscal year 2024 (received by the IRS August 7, 2025)
  3. Added Form 990 for fiscal year 2025 (received by the IRS August 5, 2026)
  4. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Lorenz Family Charitable Trust Inc's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Indiana

The Smithville Charitable Foundation Inc

Ellettsville, IN

The Smithville Charitable Foundation funds Indiana nonprofits in 17 eligible counties, supporting community foundations and causes including religion, education, health, poverty relief, public organizations, and arts and culture. Recent grants ranged from $2,500 to $100,000, with a median of about $10,000; it accepts applications through a competitive process from eligible 501(c)(3) organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$19.5M

Grants

69

Total Given

$1.1M

Brown County Community Foundation Inc

Nashville, IN

The foundation funds charitable projects benefiting Brown County residents, with current priorities in childhood education, the environment, health and wellness, housing, and arts and culture. Its 2025 grants ranged from $5,500 to $278,297, with a median of $12,584. It accepts applications through a competitive online process with a required interview.

Philanthropy, Voluntarism & Grantmaking

Assets

$22.0M

Grants

37

Total Given

$1.2M

Community Foundation of Bloomington and Monroe County Inc

Bloomington, IN

The Community Foundation of Bloomington and Monroe County funds local nonprofits and other tax-exempt organizations across areas including health and social services, education, arts, the environment, animal welfare, and community development. Its 2025 grants ranged from $5,124 to $169,386, with a median of $14,656; current grant initiatives offer awards from $20,000 up to $500,000. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$79.0M

Grants

53

Total Given

$1.5M

Hirt Family Foundation Inc

Bloomington, IN

The foundation supports a range of charitable organizations, including education, community, land conservation, family services, animal welfare, and arts-related groups. Its 2024 grants ranged from $200 to $25,000, with a median of $5,000, and primarily went to Indiana and Ohio organizations, with some grants elsewhere. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.2M

Grants

10

Total Given

$63K

TC Energy Foundation

Houston, TX

TC Energy Foundation previously supported charitable organizations, with 2023 grants focused on areas including education, community development, safety, and the environment; grants went to organizations in Texas, Montana, and Alabama. It awarded 7 grants totaling about $1.29 million in 2023, including grants of $41,423 to $250,000, but it has since wound down and stopped grantmaking. It gave only to preselected organizations and did not accept unsolicited requests.

Assets

—

Grants

7

Total Given

$1.3M

Heritage Fund - the Community Foundation of Bartholomew County Inc

Columbus, IN

Heritage Fund supports youth development, downtown vitality, and arts, culture, architecture, and design, primarily in Bartholomew County, Indiana. Its Community Fund grants typically center around $20,000 (the reported median); the profile describes an LOI-based application process but does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$128.0M

Grants

64

Total Given

$4.3M

More similar funders

More Funders in Indiana

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lorenz Family Charitable Trust Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Lorenz Family Charitable Trust Inc down — hundreds of funders to go?

Want AI to do this for you?