Lenz Edward and June Char Tr 71504
Lenz Edward and June Char Tr 71504 is a private foundation based in Chicago, Illinois. Its 2024 filing is marked as a final return and states that the trust is closing under a provision tied to the 10-year anniversary of the grantor’s death, so it appears to have wound down or stopped grantmaking.
Lenz Edward and June Char Tr 71504 at a glance
In short: Lenz Edward and June Char Tr 71504 gave $982K across 19 grants in 2024 (avg $52K), mostly in Wisconsin. 37% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $982,426
- +16.4% vs 2023
- Grants made (2024)
- 19
- +46.2% vs 2023
- Average grant
- $51,707
- -20.4% vs 2023
- Median grant
- $48,696
- New grantees (estimate)
- 37% first-time grantees (7 of 19, 2024; small sample)
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lenz Edward and June Char Tr 71504
- Contact
Application contact: Lenz Ed June Ch Tr Bmo Harris Ban
Mailing address: 320 S Canal St Fl 12, Chicago, IL 60606
Phone: (312) 461-5154
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lenz Edward and June Char Tr 71504 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Pardeeville Boys Club Inc ($160K). Together the top 10 received $841K.
Grant Size Distribution
68 grants across all recorded years
The most common grant size was under $50K: 49 grants of 68 (72%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in Wisconsin. Listed recipient communities included Pardeeville, Portage, and Madison.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
States
Cities
Is Lenz Edward and June Char Tr 71504 open to new grantees?
37%
first-time grantees, 2024
In 2024, 7 of 19 grantees (37%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $71K; repeat grants $40K. How we count
Medians: $63K first-time, $39K repeat.
- 37% of 2024 grantees were also funded in 2023. Method
- Giving grew 268% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $138K (2019) to $982K (2024). In 2024 it made 19 grants totaling $982K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pardeeville Boys Club Inc Pardeeville, WI | Program Support | $160,000 |
| Pardeeville Area School District Pardeeville, WI | Program Support | $152,535 |
| Adrc of Columbia County Portage, WI | General Operating Purposes | $100,000 |
| Greater Portage Youth Education Fdn Portage, WI | General Operating Purposes | $78,985 |
| Portage Community School District Girls Basketball Program Portage, WI | Program Support | $77,765 |
| Pardeeville District Ambulance Service Pardeeville, WI | Program Support | $63,000 |
| Portage Center for the Art Inc Portage, WI | Program Support | $60,000 |
| River Haven Homeless Shelter Portage, WI | Program Support | $50,000 |
| Canopy Center Inc Madison, WI | Program Support | $50,000 |
| Pardeeville Bulldog Support Foundation Pardeeville, WI | Program Support | $48,696 |
Ready to take the next step with Lenz Edward and June Char Tr 71504?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $196,735 | $993,711 | $982,426 | 19 | $986,433 | $192,803 | $20,160 |
| 2023 | $795,847 | $161,015 | $861,986 | $844,013 | 13 | $852,018 | $149,697 | $59,704 |
| 2022 | $1,496,409 | $130,373 | $669,840 | $639,518 | 14 | $651,222 | $118,393 | $94,628 |
| 2021 | $2,036,786 | $287,335 | $298,345 | $267,039 | 13 | $281,658 | $272,278 | $126,296 |
| 2020 | $2,048,135 | $73,069 | $260,781 | $234,200 | 9 | — | $58,483 | $114,075 |
| 2019 | $2,236,629 | $55,159 | $167,955 | $138,289 | 9 | — | $41,056 | $120,668 |
Under IRS private-foundation payout rules, Lenz Edward and June Char Tr 71504 reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available filing information does not state a separate mission for the trust. It describes the purposes of its distributions as charitable, educational, religious, literary, and scientific.
Grantee missions illustrate the kinds of organizations it supported. Pardeeville Boys Club Inc says it offers sports fundamentals and skills to local boys. Canopy Center Inc says it supports people impacted by trauma and adversity and works to strengthen families. Pardeeville Bulldog Support says its primary purpose is to construct athletic facilities for the Pardeeville School District, with later support planned for fine arts, scholarships, and youth activities. Portage Recovery Center Inc says it provides services and support to people and families affected by substance use disorders in Columbia County and surrounding areas.
Grantmaking
In 2024, the trust made 19 grants totaling $982,426. Grants ranged from $5,000 to $160,000, with a median of $48,696. Among the largest were $160,000 to Pardeeville Boys Club Inc, $152,535 to Pardeeville Area School District, $100,000 to ADRC of Columbia County, and $78,985 to Greater Portage Youth Education Fdn.
The filing says proposals could be submitted in writing to the Lenz administrator at any time, and that giving was not restricted to preselected organizations. These instructions are from a filing marked final and should not be treated as current application guidance. The filing listed no award restrictions and no deadline.
Leadership & Key People
Leadership team and compensation from IRS filings
BMO Bank N.A. was listed as trustee on the 2024 filing.
Lenz Edward and June Char Tr 71504's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
BMO Bank N A
Trustee
On filings since 2023
1 hr/week
$16K (2023) → $8K (2024)
Former officers (1)
- Former: BMO Harris Bank N A (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $8K, to BMO Bank N a (Trustee).
Frequently asked questions about Lenz Edward and June Char Tr 71504
How much does Lenz Edward and June Char Tr 71504 give each year?
Lenz Edward and June Char Tr 71504 gave $982K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $844K across 13 grants.
What is Lenz Edward and June Char Tr 71504's typical grant size?
Lenz Edward and June Char Tr 71504's median grant in 2024 was $48,696, and its average grant was $51,707, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Lenz Edward and June Char Tr 71504 that year got $71K on average.
Where does Lenz Edward and June Char Tr 71504 give grants?
Lenz Edward and June Char Tr 71504 gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Portage, WI (13 grants) and Pardeeville, WI (5 grants).
Does Lenz Edward and June Char Tr 71504 give general operating support?
Yes: 26% of Lenz Edward and June Char Tr 71504's 2024 grants with a stated purpose (5 of 19) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Program Support" (14 grants).
Who are Lenz Edward and June Char Tr 71504's largest grantees?
Lenz Edward and June Char Tr 71504's largest 2024 grantees include Pardeeville Boys Club Inc ($160,000), Pardeeville Area School District ($152,535) and Adrc of Columbia County ($100,000), according to its 2024 IRS Form 990-PF. Together they received 42% of its itemized 2024 grant dollars.
What does Lenz Edward and June Char Tr 71504 fund?
The available filing information does not state a separate mission for the trust. It describes the purposes of its distributions as charitable, educational, religious, literary, and scientific. See mission & focus areas ↑
How do I apply for a grant from Lenz Edward and June Char Tr 71504?
Lenz Edward and June Char Tr 71504 has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
How much is Lenz Edward and June Char Tr 71504 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lenz Edward and June Char Tr 71504 reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lenz Edward and June Char Tr 71504's EIN?
Lenz Edward and June Char Tr 71504's EIN (Employer Identification Number) is 47-4511458. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Lenz Edward and June Char Tr 71504's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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