Lenz Edward and June Char Tr 71504

CHICAGO, IL EIN: 47-4511458

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

+46.2% YoY

Avg Grant Size

$52K

-20.4% YoY

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 April 2026.

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

Ready to take the next step with Lenz Edward and June Char Tr 71504?

Assess fit for your org Draft an LOI Find open RFPs

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

Wisconsin $3.0M (100%)

States

Wisconsin

Cities

ArlingtonBarabooMadisonMerrimacMilwaukeePardeevillePortageTomahWyocena

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.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Pardeeville Boys Club Inc ($160,000), Pardeeville Area School District ($152,535), Adrc of Columbia County ($100,000).

Recipient	Purpose	Amount
CITY OF PORTAGE PORTAGE, WI	PROGRAM SUPPORT	$5,000
ADRC OF COLUMBIA COUNTY PORTAGE, WI	GENERAL OPERATING PURPOSES	$100,000
VILLAGE OF PARDEEVILLE PARDEEVILLE, WI	GENERAL OPERATING PURPOSES	$30,000
GREATER PORTAGE YOUTH EDUCATION FDN PORTAGE, WI	GENERAL OPERATING PURPOSES	$78,985
PORTAGE SERVICE CLUB ASSOCIATION PORTAGE, WI	GENERAL OPERATING PURPOSES	$18,275
PORTAGE CURLING ASSOCIATION INC PORTAGE, WI	GENERAL OPERATING PURPOSES	$11,740
PORTAGE COMMUNITY SCHOOL DISTRICT PORTAGE, WI	PROGRAM SUPPORT	$77,765
THE WOMENS CIVIC LEAGUE OF PORTAGE PORTAGE, WI	PROGRAM SUPPORT	$8,630
PARDEEVILLE BULLDOG SUPPORT FOUNDATION PARDEEVILLE, WI	PROGRAM SUPPORT	$48,696
PORTAGE CENTER FOR THE ART INC PORTAGE, WI	PROGRAM SUPPORT	$60,000

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Lenz Edward and June Char Tr 71504 fund?

The trust's primary funding areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Lenz Edward and June Char Tr 71504?

The trust is actively engaged in grantmaking with the following characteristics: • **Annual Giving**: $982,426 (2024) • **Number of Grants**: 19 grants awarded in 2024 • **Grant Range**: $5,000 to $160,000 • **Median Grant Size**: $49,000 • **Application Status**: Open to new applicants • **Funding Rate**: Approximately 12% of new applicants are funded The trust has filed a final return as of 2024, indicating a change in operational status.

Where does Lenz Edward and June Char Tr 71504 make grants?

The trust primarily funds organizations in Wisconsin, with documented giving to communities including Arlington, Baraboo, Madison, Merrimac, Milwaukee, Pardeeville, Portage, and Tomah.

What size grants does Lenz Edward and June Char Tr 71504 award?

In 2024, Lenz Edward and June Char Tr 71504 awarded 19 grants totaling $982K — an average of about $52K per grant, based on its IRS Form 990 filings.

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 2020–2024.