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.
Key facts about Orville & Helaine Lutz Memorial Tr
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.
- EIN
- 46-7321226
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $70,500
- Grants made (2025)
- 3
- Average grant
- $23,500
- Median grant
- $10,000
- Total assets
- $847,655
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$848K
-4.3% YoY
Annual Giving
$71K
+135.0% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$24K
+56.7% YoY
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.
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.
Ready to take the next step with Orville & Helaine Lutz Memorial Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $847,655 | $885,494 | $901,781 |
| Revenue | $52,648 | $35,551 | $119,370 |
| Expenses | $90,228 | $51,580 | $82,871 |
| Qualifying Distributions | $78,998 | $38,236 | $72,664 |
| Net Investment Income | $40,585 | $24,774 | $109,438 |
| Distributable Amount | $63,789 | $61,271 | $54,037 |
Data update history
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
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.
Here's the math on researching Orville & Helaine Lutz Memorial Tr by hand.
Explore Open Grants
Browse active grant opportunities in Orville & Helaine Lutz Memorial Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Frances Goll Mills Fund
Columbus, OH
Assets
$3.8M
Grants
6
Total Given
$220K
Margaret Jane Stoker Charitable Trust
Columbus, OH
Assets
$1.8M
Grants
1
Total Given
$55K
Bay Area Community Foundation
Bay City, MI
Bay Area Community Foundation funds nonprofits, schools, and government entities for arts, education, environment, health and human services, recreation, community development, and other local needs in Bay and Arenac counties. Its 2025 itemized grants had a median of $15,000 and ranged from $5,755 to $180,000; the profile describes an online letter-of-inquiry process but does not explicitly state whether unsolicited requests are accepted.
Assets
$70.9M
Grants
65
Total Given
$1.6M
Alice E Turner Memorial Trust
Saginaw, MI
The trust supports a range of Michigan organizations, including groups focused on basic needs, youth, education, and community programs. In 2025, its 15 grants ranged from $1,000 to $5,000, with a median of $2,000. It accepts applications by letter, with no stated award restrictions or application deadlines.
Assets
$1.1M
Grants
15
Total Given
$34K
Allen E & Marie A Nickless
Saginaw, MI
The foundation supports food assistance, education, youth programs, shelter, and community initiatives, primarily in Michigan. Its 2025 grants ranged from $310 to $40,000, with a median of $4,500; the 2024 filing describes applications by letter, with awards subject to board approval and an ongoing deadline.
Assets
$6.5M
Grants
44
Total Given
$317K
Saginaw Community Foundation
Saginaw, MI
Saginaw Community Foundation funds charitable projects in areas such as education, arts, human services, health and civic improvement that benefit people or programs in Saginaw County, Michigan. Its 2025 grants had a median of $15,000 and ranged from $5,234 to $235,467. The foundation requires applicants to contact staff before applying; whether it accepts unsolicited requests is not stated.
Assets
$114.7M
Grants
93
Total Given
$2.3M
Boutell Memorial Fund
Columbus, OH
Boutell Memorial Fund supports charitable organizations, with recent grants spanning community, human-service, economic-development, and arts work. Its 2026 grants ranged from $5,000 to $175,000, with a median of $40,000; most funding went to Michigan, and its 2025 filing restricts awards to organizations in Saginaw city and county. Guidelines are available and no deadline is listed, but whether unsolicited requests are accepted is not stated.
Assets
$9.0M
Grants
16
Total Given
$850K
Wickson-Link Memorial Foundation
Saginaw, MI
The foundation supports a range of Michigan organizations, including education, community, human-services, and food-assistance programs. Its 2025 grants ranged from $310 to $40,000, with a median of $6,840. It accepts ongoing requests by letter, with awards decided by the board.
Assets
$6.6M
Grants
35
Total Given
$305K
Morley Foundation
Saginaw, MI
The Morley Foundation funds charitable, scientific, and educational work in welfare, health, education, civic improvement, and the humanities, primarily in Michigan, with a major focus on organizations benefiting Saginaw County residents. Its 2025 grants ranged from $100 to $25,000, with a median of $1,000. It considers requests quarterly and accepts unsolicited proposals; there is no formal application form.
Assets
$4.7M
Grants
59
Total Given
$203K
Wm McNally Family Foundation
Saginaw, MI
The Wm McNally Family Foundation supports charitable organizations across areas including health care, hunger relief, youth programs, music education, community initiatives, and capital projects, with most funding going to Michigan. Its 2025 grants ranged from $1,000 to $100,000, with a median of $10,000. The filing says applicants may submit a letter and lists no formal application requirements or deadline.
Assets
$11.0M
Grants
37
Total Given
$651K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Maxwell Pribil Memorial Trust
Columbus, OH
Assets
$2.6M
Grants
2
Total Given
$15K
More Funders in Ohio
Orville & Helaine Lutz Memorial Tr down — hundreds of funders to go?