Funder DirectoryNORMAN H AND MARY T LUTZ TRUST
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Private foundation (trust)EIN 256833490Est. 2003-04

NORMAN H AND MARY T LUTZ TRUST

SAINT LOUIS, MO 63166

Accepts unsolicited proposals

Total Assets

$1.0M

FY 2024

Annual Giving

$39K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$39K

FY 2024

Grant Range

$39K–$39K

Typical

Deadlines

March 4

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$24K

Total Expenses

$72K

Qualifying Distributions

$58K

Distributable Amount

$50K

Min. Investment Return

$50K

Undistributed Income

$30K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $45K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

9 grants

PENN STATE COLLEGE OF MEDICINE FBO
$84K
4 grants
DONNA SABOORI CO PENN STATE COLLEGE OF
$39K
1 grant
TY ACHTERMANN CO PENN STATE COLLEGE
$10K
1 grant
MAYA FARES CO PENN STATE COLLEGE OF
$10K
1 grant
DONNA SABOORI CO PENN STATE COLLEGE
$10K
1 grant
MARA TRIFOI CO PENN STATE COLLEGE OF
$10K
1 grant

Grant Size Distribution

9 grants

<$10K
4
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Pennsylvania
$163K
100% of total

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NORMAN H AND MARY T LUTZ TRUST — Grants, Financials & Contact | Grantivo