Lutz Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ELM GROVE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $6.0M in total assets. In 2024, it awarded 13 grants totaling $251K. Net investment income was $427K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.0M
+15.1% YoY
Annual Giving
$251K
+11.6% YoY
Grant Count
13
+85.7% YoY
Avg Grant Size
$19K
-39.9% YoY
Under IRS private-foundation payout rules, Lutz Family Charitable Trust reported a distributable amount of $303K for 2024 — the minimum it must pay out in qualifying distributions.
About Lutz Family Charitable Trust
Based on IRS filings
Lutz Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ELM GROVE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $6.0M in total assets. In 2024, it awarded 13 grants totaling $251K. Net investment income was $427K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,010,298 | $5,221,650 | $4,728,768 |
| Revenue | $1,058,214 | $732,882 | $775,401 |
| Expenses | $269,566 | $240,000 | $246,866 |
| Qualifying Distributions | $252,572 | $226,325 | $229,875 |
| Net Investment Income | $426,756 | $135,722 | $122,432 |
| Distributable Amount | $303,234 | $250,523 | $225,957 |
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
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mission Voice ($93,500), Venice Area Beautification Inc ($50,000), Venice Theatre ($23,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTHWOODS CHILDRENS MUSEUM EAGLE RIVER, WI | UPGRADE & EXPANSION OF MUSEUM | $10,000 |
| DIVINE SAVIOR HOLY ANGELS HIGH SCHO MILWAUKEE, WI | SUPPORT OF ANNUAL FUND | $10,000 |
| VOLUNTEERS FOR A BEAUTIFUL HARTFORD HARTFORD, WI | SUPPORT OF HOLIDAY LIGHTS PROJECT | $15,597 |
| YMCA CAMP MINIKANI MILWAUKEE, WI | SUPPORT THE TEACHINGS OF THE CAMP THROUGH VARIOUS PROGRAMS | $10,000 |
| BETTY BRINN CHILDRENS MUSEUM MILWAUKEE, WI | EDUCATIONAL INITIATIVES | $10,000 |
| MISSION VOICE MOORESTOWN, NJ | SUPPORT SPECIAL NEEDS SUMMER CAMP, ASSIST IN THE BUILD OF AN ALL-INCLUSIVE PLAYGROUND AND FUND FAMILIES REQUIRING TECHNOLOGY ASSISTANCE | $93,500 |
| VENICE AREA BEAUTIFICATION INC VENICE, FL | SUPPORT OF PROJECTS IN VENICE AREA | $50,000 |
| VENICE THEATRE VENICE, FL | SUPPORT THEATRE'S MISSION OF BEING THE ARTS, EDUCATION AND ENTERTAINMENT LEADER IN SOUTH SARASOTA COUNTY | $23,000 |
| ZOOLOGICAL SOCIETY MILWAUKEE, WI | SUPPORT OF CONSERVATION PROGRAMS | $10,000 |
| SAVIORS AND RESCUE FRIEND MANAHAWKIN, NJ | GENERAL SUPPORT | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WENDY L DULAK | Trustee | — | — |
| MICHAEL G LUTZ | Trustee | — | — |
| SHERRI A LUTZ | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lutz Family Charitable Trust?
Lutz Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ELM GROVE, WI. It holds $6.0M in total assets as of 2024.
How large is Lutz Family Charitable Trust?
As of 2024, Lutz Family Charitable Trust holds $6.0M in total assets with $1.1M in annual revenue. It awarded 13 grants totaling $251K in 2024.
Where does Lutz Family Charitable Trust operate?
Lutz Family Charitable Trust has awarded grants in Florida, Illinois, New Jersey, Wisconsin.
What size grants does Lutz Family Charitable Trust award?
In 2024, Lutz Family Charitable Trust awarded 13 grants totaling $251K — an average of about $19K per grant, based on its IRS Form 990 filings.
How much is Lutz Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lutz Family Charitable Trust reported a distributable amount of $303K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lutz Family Charitable Trust's EIN?
Lutz Family Charitable Trust's EIN (Employer Identification Number) is 27-6729629. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Lutz Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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