Lorenze Fam Charitable Tr
Public records show a registered, tax-exempt organization in good standing.
What it says it does
MAKE GRANTS TO NON-PROFIT ORGANIZATIONS FOR THEIR CHARITABLE PURPOSES.
- Income
- $74,976
- Spending
- $75,961
- Spent on programs
- 99%
- Reserves
- Over 10 years of spending
- Largest source of income
- investment income, 100%
- Employees
- 0
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Strong: 93 out of 100. Higher than 77% of charities in its peer group (philanthropy, under $250k).
Reserves
35 of 35Spendable reserves would cover more than ten years of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
8 of 15Spending exceeded income by 1% of income.
Income trend
15 of 15Income rose 5% on the year before.
Spending floor
15 of 1599% of spending went to programs.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Weak: 38 out of 100. Higher than 15% of charities in its peer group (philanthropy, under $250k).
Independent board
5 of 250 of 5 voting board members are independent.
Conflict of interest policy
0 of 15Reports no written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
0 of 7Reports no written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (14)
- $25,823 spent. 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.
- $10,000 spent. 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.
- $10,000 spent. 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.
- $5,000 spent. 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.
- $5,000 spent. SOUTH DISTRICT BROWN COUNTY VOLUNTEER FIRE DEPT, PO BOX 222, NASHVILLE, IN 47448 SUPPORT FIRE SERVICES
- $5,000 spent. SYCAMORE LAND TRUST INC, PO BOX 7801, BLOOMINGTON, IN 47407 GRANT IS TO SUPPORT LAND STEWARDSHIP
- $5,000 spent. BROWN COUNTY FIRE DEPT, PO BOX 183, NASHVILLE, IN 47448 SUPPORT FIRE SERVICES
- $3,000 spent. HOSPICE OF SOUTH CENTRAL INDIANA INC, 2626 E 17TH ST, COLUMBUS, IN 47201 GRANT IS TO SUPPORT CANCER FAMILIES.
- $1,000 spent. BROWN COUNTY PLAYHOUSE, PO BOX 2011, NASHVILLE, IN 47448 SUPPORT LOCAL PERFORMING ARTS
- $1,000 spent. SALVATION ARMY OF BROWN COUNTY, PO BOX 1717, NASHVILLE, IN 47448 SUPPORT FAMILIES IN NEED
- $1,000 spent. HAPPY HOLLOW CHILDRENS CAMP, 615 N ALABAMA ST., STE 134, INDIANAPOLIS, IN 46204 SUPPORT CHILDRENS CAMP SCHOLARSHIP
- $1,000 spent. BROWN COUNTY BACKPACK PROGRAM, PO BOX 160, NASHVILLE, IN 47448 SUPPORT FAMILIES IN NEED OF FOOD
- $1,000 spent. TRIAD OF BROWN COUNTY, PO BOX 2141, NASHVILLE, IN 47448 SUPPORT SENIOR CITIZENS IN NEED
- $1,000 spent. WTIU INDIANA UNIVERSITY, 1229 E SEVENTH ST., BLOOMINGTON, IN 47405 SUPPORT PUBLIC RADIO
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 2004.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.