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Nonprofiteer
← LORENZE FAM CHARITABLE TR

Form 990 for tax year 2023

Filed by LORENZE FAM CHARITABLE TR.

Totals

Total revenue
$69,190
Total expenses
$74,705
Contributions and grants received
$0
Grants paid
$73,600
Program service revenue
$0
Investment income
$69,190
Other revenue
$0
Total assets, end of year
$1,851,290
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,851,290
Program services expenses (Part IX)
$73,600
Management and general expenses
$1,105
Fundraising expenses
$0
Program service expenses (Part III)
$73,600

Program services were 98.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $68,031 · related or exempt $68,031

  • 7a · Gross sales of assets other than inventory

    securities $5,270

  • 7b · Less cost or other basis and sales expenses

    securities $4,111

  • 7c · Gain or loss

    securities $1,159

  • 7d · Net gain or loss

    total $1,159 · related or exempt $1,159

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $73,600 · program services $73,600

  • 11b · Fees: legal

    total $1,000 · management and general $1,000

  • 24a · Other expenses: FOREIGN TAXES

    total $105 · management and general $105

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,722 · end of year $2,317

  • 11 · Investments: publicly traded securities

    beginning of year $1,988,302 · end of year $1,848,973

  • 27 · Net assets without donor restrictions

    beginning of year $1,992,024 · end of year $1,851,290

Mission and programs · 2023

Mission

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

  • BROWN COUNTY HISTORICAL SOCIETY INC PO BOX 668, NASHVILLE, IN 47448GRANT IS TO FURTHER THEIR MISSION TO COLLECT, PRESERVE AND PRESENT BROWN COUNTYS HISTORY.

    Expenses $27,700 · Grants $27,700

  • BROWN COUNTY COMMUNITY FOUNDATION INCGRANT IS TO PROVIDE FUNDS TO DISTRIBUTE TO NON-PROFIT PROGRAMS THE COMMUNITY FOUNDATION SUPPORTS AND FOR THE COMMUNITY FOUNDATIONS OPERATING EXPENSES.

    Expenses $25,000 · Grants $25,000

  • THE ORCHARD SCHOOL FOUNDATION INCGRANT IS TO SUPPORT A PRIVATE AND INDEPENDENT SCHOOL THAT INSPIRES AND EDUCATES CHILDREN FROM AGE 3 TO GRADE 8.

    Expenses $5,000 · Grants $5,000

  • GNAW BONE CAMP NATURE PRESERVE INC 1888 STATE ROAD 135 SOUTH, NASHVILLE, IN 47448GRANT IS TO SUPPORT FUTURE PROPERTY MAINTENANCE AND PROVIDE OUTDOOR EDUCATION OPPORTUNITIES FOR CHILDREN - SCHOOL GROUPS, HIKE GROUPS, AND FAMILY GROUPS.

    Expenses $4,900 · Grants $4,900

  • 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 $4,000 · Grants $4,000

  • SYCAMORE LAND TRUST INC

    Expenses $4,000 · Grants $4,000

  • HOSPICE OF SOUTH CENTRAL INDIANA INC

    Expenses $2,000 · Grants $2,000

  • BROWN COUNTY PLAYHOUSE MANAGEMENT INC

    Expenses $1,000 · Grants $1,000

As filed on the 2023 return.

Listed in Part VII

  • Donna S Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Megan L Carr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Holly W Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Alice S Lorenz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Linda Norton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
17 October 2024
IRS schema version
2023v5.1
Source object
202413029349301121

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