Lorenz Family Charitable Trust Inc
Make grants to non-profit organizations for their charitable purposes.
Key facts about Lorenz Family Charitable Trust Inc
In short: Lorenz Family Charitable Trust Inc gave $46K across 3 grants in 2025 (avg $15K), mostly in Indiana. Source: 2025 IRS Form 990.
- EIN
- 35-6743938
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $45,823
- Grants made (2025)
- 3
- Average grant
- $15,274
- Median grant
- $10,000
- Total assets
- $2,524,292
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$2.5M
+21.5% YoY
Annual Giving
$46K
-35.9% YoY
Grant Count
3
Avg Grant Size
$15K
How Lorenz Family Charitable Trust Inc gives
- Giving fell 25% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
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
The most common grant size was under $50K: 13 grants of 13 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brown County Historical Society Nashville, IN | Preserve Brown County History | $25,823 |
| The Orchard School Foundation Inc Indianapolis, IN | Support Private Education | $10,000 |
| Brown County Community Foundation Nashville, IN | Support Local Brown County Nonprofits | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,524,292 | $2,077,495 | $1,851,290 |
| Revenue | $74,976 | $71,240 | $69,190 |
| Expenses | $75,961 | $72,632 | $74,705 |
| Net Investment Income | $74,976 | $71,240 | $69,190 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 7, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 5, 2026)
- IRS filings on file for fiscal years 2020–2024
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.
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