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Nonprofit · EIN 35-6743938

LORENZE FAM CHARITABLE TR

Also known as LORENZE ALICE TTEE

Tax-exempt · NASHVILLE, IN 47448

Financials

$69K$75K2023$71K$73K2024$75K$76K2025
Revenue Expenses · by fiscal year end
Financials of LORENZE FAM CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$74,976$75,961-$985$2,524,292$0$2,524,292
December 31, 2024990$71,240$72,632-$1,392$2,077,495$0$2,077,495
December 31, 2023990$69,190$74,705-$5,515$1,851,290$0$1,851,290
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$74,976
Other revenue
$0

Expenses

Grants and similar amounts paid
$74,823
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,030
Program services (functional)
$74,823
Management and general (functional)
$1,138

Balance sheet and other

Total assets, start of year
$2,077,495
Total assets, end of year
$2,524,292
Total liabilities, end of year
$0
Net assets, end of year
$2,524,292
Publicly traded securities
$2,524,291
Net assets without donor restrictions
$2,524,292
Gross receipts
$74,976
Employees
0
Year formed
2003
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALICE S LORENZTRUSTEE
Trustee or director
1$0
LINDA NORTONTRUSTEE
Trustee or director
1$0
HOLLY W SMITHTRUSTEE
Trustee or director
1$0
DONNA S JOHNSONTRUSTEE
Trustee or director
0$0
MEGAN L CARRTRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
ALICE S LORENZTRUSTEE
Trustee or director
1$0
LINDA NORTONTRUSTEE
Trustee or director
0$0
HOLLY W SMITHTRUSTEE
Trustee or director
0$0
DONNA S JOHNSONTRUSTEE
Trustee or director
0$0
MEGAN L CARRTRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DONNA S JOHNSONTRUSTEE
Trustee or director
0$0
MEGAN L CARRTRUSTEE
Trustee or director
0$0
HOLLY W SMITHTRUSTEE
Trustee or director
0$0
ALICE S LORENZTRUSTEE
Trustee or director
1$0
LINDA NORTONTRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
1888 STATE ROAD 135 S, NASHVILLE, IN 47448-9056
In care of
% ALICE S LORENZ
Signed the 990
ALICE S LORENZ, TRUSTEE
Phone
(812) 988-4852
Return prepared by
ZIEG LEDOUX & ASSOCIATES INC

Mission

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

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $25,823 · grants $25,823
  • 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.
    Expenses $10,000 · grants $10,000
  • 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.
    Expenses $10,000 · grants $10,000
  • BROWN COUNTY HUMANE SOCIETY INC 128 STATE ROAD 135 S, NASHVILLE, IN 47448. GRANT IS DESIGNATED FOR THEIR BUILDING FUND FOR A NEW ANIMAL SHELTER AND SOCIETY HEADQUARTERS.
    Expenses $5,000 · grants $5,000
  • SOUTH DISTRICT BROWN COUNTY VOLUNTEER FIRE DEPT, PO BOX 222, NASHVILLE, IN 47448 SUPPORT FIRE SERVICES
    Expenses $5,000 · grants $5,000
  • SYCAMORE LAND TRUST INC, PO BOX 7801, BLOOMINGTON, IN 47407 GRANT IS TO SUPPORT LAND STEWARDSHIP
    Expenses $5,000 · grants $5,000
  • BROWN COUNTY FIRE DEPT, PO BOX 183, NASHVILLE, IN 47448 SUPPORT FIRE SERVICES
    Expenses $5,000 · grants $5,000
  • HOSPICE OF SOUTH CENTRAL INDIANA INC, 2626 E 17TH ST, COLUMBUS, IN 47201 GRANT IS TO SUPPORT CANCER FAMILIES.
    Expenses $3,000 · grants $3,000
  • BROWN COUNTY PLAYHOUSE, PO BOX 2011, NASHVILLE, IN 47448 SUPPORT LOCAL PERFORMING ARTS
    Expenses $1,000 · grants $1,000
  • SALVATION ARMY OF BROWN COUNTY, PO BOX 1717, NASHVILLE, IN 47448 SUPPORT FAMILIES IN NEED
    Expenses $1,000 · grants $1,000
  • HAPPY HOLLOW CHILDRENS CAMP, 615 N ALABAMA ST., STE 134, INDIANAPOLIS, IN 46204 SUPPORT CHILDRENS CAMP SCHOLARSHIP
    Expenses $1,000 · grants $1,000
  • BROWN COUNTY BACKPACK PROGRAM, PO BOX 160, NASHVILLE, IN 47448 SUPPORT FAMILIES IN NEED OF FOOD
    Expenses $1,000 · grants $1,000
  • TRIAD OF BROWN COUNTY, PO BOX 2141, NASHVILLE, IN 47448 SUPPORT SENIOR CITIZENS IN NEED
    Expenses $1,000 · grants $1,000
  • WTIU INDIANA UNIVERSITY, 1229 E SEVENTH ST., BLOOMINGTON, IN 47405 SUPPORT PUBLIC RADIO
    Expenses $1,000 · grants $1,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-6743938
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,524,292
Income (IRS master file)
$74,976

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$74,976$75,961$2,524,292XML
990December 2024$71,240$72,632$2,077,495XML
990December 2023$69,190$74,705$1,851,290XML
990December 2022$64,174$65,106$1,992,024IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6743938).

Questions about LORENZE FAM CHARITABLE TR

What is the EIN of LORENZE FAM CHARITABLE TR?
The employer identification number (EIN) of LORENZE FAM CHARITABLE TR is 35-6743938.
Is LORENZE FAM CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to LORENZE FAM CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LORENZE FAM CHARITABLE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LORENZE FAM CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LORENZE FAM CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of LORENZE FAM CHARITABLE TR?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LORENZE FAM CHARITABLE TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $74,976, expenses of $75,961 and total assets of $2,524,292 at year end.

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