Funder DirectoryORVILLE & HELAINE LUTZ MEMORIAL TR
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Private foundation (trust)EIN 467321226Est. 2014-03

ORVILLE & HELAINE LUTZ MEMORIAL TR

COLUMBUS, OH 43216

Accepts unsolicited proposals

Total Assets

$1.2M

FY 2023

Annual Giving

$65K

FY 2023

Grants Made

5

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$5K–$20K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$119K

Total Expenses

$83K

Qualifying Distributions

$73K

Distributable Amount

$54K

Min. Investment Return

$56K

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.

Grant Range

5 grants

Grant sizes from minimum $5K through median $15K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $65K in 2023. Hover bars for details.

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

Top Recipients

32 grants

SAGINAW COMMUNITY FOUNDATION
$30K
2 grants
HIDDEN HARVEST
$27K
3 grants
SAGINAW BASIN LAND CONSERVANCY
$20K
1 grant
YOUNG WOMENS CHRISTIAN ASSOCIATION
$15K
1 grant
UNDERGROUND RAILROAD
$14K
2 grants
OPERATION WARM INC
$13K
1 grant
UNITED WAY OF BAY COUNTY
$13K
2 grants
SELF LOVE BEAUTY
$10K
2 grants

Grant Size Distribution

32 grants

<$10K
28
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Michigan
$178K
68% of total
Ohio
$30K
12% of total
Texas
$20K
8% of total
Pennsylvania
$13K
5% of total
Massachusetts
$10K
4% of total
Virginia
$10K
4% of total

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ORVILLE & HELAINE LUTZ MEMORIAL TR — Grants, Financials & Contact | Grantivo