Orville & Helaine Lutz Memorial Tr
Orville & Helaine Lutz Memorial Tr is a private foundation, based in Columbus, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $848K in total assets. In 2025, it awarded 3 grants totaling $71K. Net investment income was $41K.
Orville & Helaine Lutz Memorial Tr at a glance
In short: Orville & Helaine Lutz Memorial Tr gave $71K across 3 grants in 2025 (avg $24K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,500
- +135.0% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $23,500
- +56.7% vs 2024
- Median grant
- $10,000
- Total assets
- $847,655
- -4.3% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Orville & Helaine Lutz Memorial Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Saginaw Museum (Temple Arts) ($52K). Together the top 3 received $71K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 20 grants of 21 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Orville & Helaine Lutz Memorial Tr gives
- Giving grew 59% from 2022 to 2025. Method
- In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $30K (2024) to $71K (2025). In 2025 it made 3 grants totaling $71K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Saginaw Museum (Temple Arts) Saginaw, MI | General Operating | $52,000 |
| Saginaw Symphony Association Saginaw, MI | General Operating | $10,000 |
| Pride in Saginaw Inc Saginaw, MI | General Operating | $8,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $847,655 | $52,648 | $90,228 | $70,500 | 3 | $78,998 | $40,585 | $63,789 |
| 2024 | $885,494 | $35,551 | $51,580 | $30,000 | 2 | $38,236 | $24,774 | $61,271 |
| 2023 | $901,781 | $119,370 | $82,871 | $65,000 | 5 | $72,664 | $109,438 | $54,037 |
| 2022 | $865,189 | $45,093 | $64,081 | $44,452 | 5 | $52,500 | $34,140 | $57,914 |
| 2021 | $883,697 | $60,781 | $69,151 | $49,800 | 6 | $58,154 | $48,634 | $64,154 |
| 2020 | $892,204 | $32,301 | $67,512 | $49,000 | 6 | — | $21,639 | $56,528 |
| 2019 | $927,212 | $51,309 | $64,339 | $47,000 | 8 | — | $41,053 | $55,801 |
Under IRS private-foundation payout rules, Orville & Helaine Lutz Memorial Tr reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Orville & Helaine Lutz Memorial Tr's only listed officer is Huntington National Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Huntington National Bank
Trustee
On filings since 2019
1 hr/week
$16K (2019) → $18K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $18K, to Huntington National Bank (Trustee).
Frequently asked questions about Orville & Helaine Lutz Memorial Tr
How much does Orville & Helaine Lutz Memorial Tr give each year?
Orville & Helaine Lutz Memorial Tr gave $71K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 2 grants.
What is Orville & Helaine Lutz Memorial Tr's typical grant size?
Orville & Helaine Lutz Memorial Tr's median grant in 2025 was $10,000, and its average grant was $23,500, across 3 grants on its 2025 IRS Form 990-PF.
Where does Orville & Helaine Lutz Memorial Tr give grants?
Orville & Helaine Lutz Memorial Tr gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Saginaw, MI (3 grants).
Does Orville & Helaine Lutz Memorial Tr give general operating support?
Yes: 100% of Orville & Helaine Lutz Memorial Tr's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Orville & Helaine Lutz Memorial Tr?
Orville & Helaine Lutz Memorial Tr reported $848K in total assets on its 2025 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets).
What is Orville & Helaine Lutz Memorial Tr's EIN?
Orville & Helaine Lutz Memorial Tr's EIN (Employer Identification Number) is 46-7321226. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Orville & Helaine Lutz Memorial Tr funds
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