Lenz Edward and June Char Tr 71504
The Edward C Lenz and June M Lenz Charitable Trust is a private foundation based in Chicago, Illinois. Established as a 501(c)(3) organization, the trust has been tax-exempt since June 2016. The foundation operates as a charitable trust with a focus on grantmaking and philanthropic activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$982K
+16.4% YoY
Grant Count
19
+46.2% YoY
Avg Grant Size
$52K
-20.4% YoY
Mission & Focus Areas
The trust's primary funding areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The trust is actively engaged in grantmaking with the following characteristics:
Grant Range
**: $5,000 to $160,000
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Wisconsin, with documented giving to communities including Arlington, Baraboo, Madison, Merrimac, Milwaukee, Pardeeville, Portage, and Tomah.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2024):
- Total Assets: $795,847
- Total Revenue: $161,015
- Total Expenses: $861,986
- Annual Grants Awarded: $844,000 to $982,426
- Expense Ratio: 535.3% of total revenue spent on programs
The foundation's assets have grown 2.6% from the previous year.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $795,847 | $1,496,409 |
| Revenue | $196,735 | $161,015 | $130,373 |
| Expenses | $993,711 | $861,986 | $669,840 |
| Qualifying Distributions | $986,433 | $852,018 | $651,222 |
| Net Investment Income | $192,803 | $149,697 | $118,393 |
| Distributable Amount | $20,160 | $59,704 | $94,628 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
BMO Bank N.A. serves as the trustee for the foundation, receiving compensation of $16,010 for its services.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BMO BANK N A | TRUSTEE | 1 | $7,835 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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