Public Charity

LORENZ FAMILY CHARITABLE TRUST INC

LORENZ FAMILY CHARITABLE TRUST INC, of Nashville, IN, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $75K in revenue, $76K in expenses, $2.5M in total assets. IRS filings disclose 24 grants awarded by this foundation, totaling roughly $269K.

EIN: 356743938 Nashville, IN Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$75K
Total Expenses$76K
Total Assets$2.5M
Grants Given24
Grant Total$269K
Filing Years2021–2025

Mission

MAKE GRANTS TO NON-PROFIT ORGANIZATIONS FOR THEIR CHARITABLE PURPOSES.

Where $100 goes at Lorenz Family Charitable Trust Inc

How Lorenz Family Charitable Trust Inc divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$99 Programs the work itself
$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $99 for programs

$34
Brown county historical society inc po box 668, Nashville, in 47448 grant is to further their mission to collect, preserve and present brown countys history
35% of program spending
$13
The orchard school foundation inc grant is to support a private and independent school that inspires and educates children from age 3 to grade 8
14% of program spending
$13
Brown county community foundation inc grant is to provide funds to distribute to non-profit programs the community foundation supports and for the community foundations operating expenses
13% of program spending

Plus 11 more programs. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Before you apply to Lorenz Family Charitable Trust Inc

Sometimes funds new orgs 20% of recent recipients were first-time grantees (2022–2025).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

BROWN COUNTY HISTORICAL SOCIETY
Nashville, IN · 2025
PRESERVE BROWN COUNTY HISTORY
$25,823
Nashville, IN · 2025
SUPPORT LOCAL BROWN COUNTY NONPROFITS
$10,000
Indianapolis, IN · 2025
SUPPORT PRIVATE EDUCATION
$10,000
BROWN CO HISTORICAL SOCIETY
Nashville, IN · 2023
PRESERVE COUNTY RECORDS
$27,700
Nashville, IN · 2023
SUPPORT LOCAL 501C3S
$25,000

Showing up to 5 of 24 total records — full history available with membership.

Officers & Directors

TRUSTEE Alice S Lorenz
TRUSTEE Donna S Johnson
TRUSTEE Holly W Smith
TRUSTEE Linda Norton
TRUSTEE Megan L Carr

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$114,050 5 grants
General Support
$47,000 4 grants
Arts & Culture
$30,823 2 grants
Animal Welfare
$12,000 1 grant
Unspecified
$64,850 4 grants

Financial Trends

Year Revenue Expenses Assets
2025 $75K $76K $2.5M
2024 $71K $73K $2.1M
2023 $69K $75K $1.9M
2022 $64K $65K $2.0M
2021 $67K $64K $2.0M

Between 2021 and 2025, reported annual revenue grew from $67K to $75K (+12%), with total assets most recently reported at $2.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IN.

IN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for LORENZ FAMILY CHARITABLE TRUST INC

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