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Nonprofit · EIN 93-1246599

LORENZ FAMILY FOUNDATION TRUST

Tax-exempt · PORTLAND, OR 97201

Financials

−$50K$141K2023$388K$130K2024$197K$182K2025
Revenue Expenses · by fiscal year end
Financials of LORENZ FAMILY FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$197,312$182,387$14,925$1,820,313$0$1,820,313
December 31, 2024990-PF$388,299$129,616$258,683$1,804,065$0$1,804,065
December 31, 2023990-PF-$50,469$141,420-$191,889$1,546,246$0$1,544,993
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$3,670
Interest
$450
Net gain from sales of assets
$193,192

Expenses

Grants and similar amounts paid
$170,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$170,000
Excise tax on investment income
$2,743

Balance sheet and other

Total assets, start of year
$1,804,065
Total assets, end of year
$1,820,313
Total liabilities, end of year
$0
Net assets, end of year
$1,820,313
Fair market value of assets
$1,822,084
Qualifying distributions
$170,000
Net investment income
$197,312

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHNATHAN LORENZ
17385 BARD LANE, BROOKFIELD, WI 53045
TRUSTEE1.5$0
KAREN BETHKE
3119 WALKER RD, DUPONT, WA 98327
TRUSTEE2$0
DANIEL LORENZ
6733 SE MORRISON, PORTLAND, OR 97215
PRESIDENT4$0
JAMES LORENZ
5295 SOUTHBEND DR SE, SALEM, OR 97306
TRUSTEE2$0
ANDREW LORENZ
2482 SE HEATHER CT, HILLBORO, OR 97123
SECRETARY-TREASURER/TRUSTEE2$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JONATHAN LORENZ
17835 BARD LANE, BROOKFIELD, WI 53045
TRUSTEE0$0
KAREN BETHKE
11510-126 TH AVE CT E, PUYALLUP, WA 98374
SECRETARY/TR0$0
DANIEL LORENZ
521 SW CLAY ST, PORTLAND, OR 97201
CHAIRMAN/TRU0$0
JAMES LORENZ
5295 SOUTHBEND DRIVE SE, SALEM, OR 97306
TRUSTEE0$0
ANDREW LORENZ
2482 SE HEATHER CT, HILLSBORO, OR 97213
TREASURER/TR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JONATHAN LORENZ
17835 BARD LANE, BROOKFIELD, WI 53045
TRUSTEE2$0
KAREN BETHKE
11510-126 TH AVE CT E, PUYALLUP, WA 98374
SECRETARY/TR2$0
DANIEL LORENZ
521 SW CLAY ST, PORTLAND, OR 97201
CHAIRMAN/TRU4$0
JAMES LORENZ
5295 SOUTHBEND DRIVE SE, SALEM, OR 97306
TRUSTEE2$0
ANDREW LORENZ
2482 SE HEATHER CT, HILLSBORO, OR 97213
TREASURER/TR2$0

Address and contacts

Address (IRS master file)
521 SW CLAY ST, PORTLAND, OR 97201-5407
In care of
% DANIEL C LORENZ
Signed the 990-PF
DANIEL LORENZ, CHAIRMAN/TRUSTEE
Phone
(503) 222-1161
Return prepared by
MATT JONES CPA LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-1246599
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,820,313
Income (IRS master file)
$9,371,137

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$197,312$182,387$1,820,313XML
990-PFDecember 2024$388,299$129,616$1,804,065IRS
990-PFDecember 2023-$50,469$141,420$1,546,246XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 93-1246599).

Questions about LORENZ FAMILY FOUNDATION TRUST

What is the EIN of LORENZ FAMILY FOUNDATION TRUST?
The employer identification number (EIN) of LORENZ FAMILY FOUNDATION TRUST is 93-1246599.
Is LORENZ FAMILY FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to LORENZ FAMILY FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LORENZ FAMILY FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LORENZ FAMILY FOUNDATION TRUST 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 LORENZ FAMILY FOUNDATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LORENZ FAMILY FOUNDATION TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LORENZ FAMILY FOUNDATION TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $197,312, expenses of $182,387 and total assets of $1,820,313 at year end.

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