Lorenz G Schumm Trust

PITTSBURGH, PA EIN: 35-6017854

Lorenz G Schumm Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $136K in total assets. In 2024, it awarded 1 grants totaling $6K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$136K

-0.9% YoY

Annual Giving

$6K

-7.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

-7.2% YoY

Under IRS private-foundation payout rules, Lorenz G Schumm Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Lorenz G Schumm Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $33K (100%)

States

Indiana

Cities

La Porte

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$136,364	$137,612	$142,180
Revenue	$7,114	$3,419	$-119
Expenses	$8,311	$8,434	$9,444
Qualifying Distributions	$6,487	$7,463	$8,248
Net Investment Income	$5,302	$2,589	$2,386
Distributable Amount	$7,647	$6,994	$7,363

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include La Porte Historical Society ($6,052).

Recipient	Purpose	Amount
LA PORTE HISTORICAL SOCIETY LA PORTE, IN	GENERAL SUPPORT	$6,052

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PNC BANK NA	TRUSTEE	1	$2,172

Frequently Asked Questions

How large is Lorenz G Schumm Trust?

As of 2024, Lorenz G Schumm Trust holds $136K in total assets with $7K in annual revenue. It awarded 1 grants totaling $6K in 2024.

Where does Lorenz G Schumm Trust operate?

Lorenz G Schumm Trust has awarded grants in Indiana.

What size grants does Lorenz G Schumm Trust award?

In 2024, Lorenz G Schumm Trust awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Lorenz G Schumm Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lorenz G Schumm Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.