Norman H and Mary T Lutz Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $811K in total assets. In 2025, it awarded 1 grants totaling $39K. Net investment income was $20K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$811K
-5.6% YoY
Annual Giving
$39K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$39K
+0.0% YoY
Under IRS private-foundation payout rules, Norman H and Mary T Lutz Trust reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
About Norman H and Mary T Lutz Trust
Based on IRS filings
Norman H and Mary T Lutz Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $811K in total assets. In 2025, it awarded 1 grants totaling $39K. Net investment income was $20K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $811,372 | $859,212 | $852,185 |
| Revenue | $24,285 | $67,119 | $18,270 |
| Expenses | $71,793 | $59,755 | $64,903 |
| Qualifying Distributions | $57,900 | $47,546 | $52,703 |
| Net Investment Income | $19,800 | $54,636 | $23,404 |
| Distributable Amount | $50,157 | $47,286 | $46,287 |
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 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Penn State College of Medicine Fbo ($39,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PENN STATE COLLEGE OF MEDICINE FBO HERSHEY, PA | SCHOLARSHIP | $39,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $15,519 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Norman H and Mary T Lutz Trust?
Norman H and Mary T Lutz Trust is a private foundation focused on Education, based in SAINT LOUIS, MO. It holds $811K in total assets as of 2025.
How large is Norman H and Mary T Lutz Trust?
As of 2025, Norman H and Mary T Lutz Trust holds $811K in total assets with $24K in annual revenue. It awarded 1 grants totaling $39K in 2025.
Where does Norman H and Mary T Lutz Trust operate?
Norman H and Mary T Lutz Trust has awarded grants in Pennsylvania.
What size grants does Norman H and Mary T Lutz Trust award?
In 2025, Norman H and Mary T Lutz Trust awarded 1 grants totaling $39K — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is Norman H and Mary T Lutz Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Norman H and Mary T Lutz Trust reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Norman H and Mary T Lutz Trust's EIN?
Norman H and Mary T Lutz Trust's EIN (Employer Identification Number) is 25-6833490. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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