Lutz Family Charitable Trust
Lutz Family Charitable Trust is a private foundation, based in Elm Grove, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.8M in total assets. In 2025, it awarded 8 grants totaling $299K. Net investment income was $349K.
Lutz Family Charitable Trust at a glance
In short: Lutz Family Charitable Trust gave $299K across 8 grants in 2025 (avg $37K), top state New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $299,250
- +19.2% vs 2024
- Grants made (2025)
- 8
- -38.5% vs 2024
- Average grant
- $37,406
- +93.7% vs 2024
- Median grant
- $15,000
- Total assets
- $6,791,638
- +13.0% vs 2024
- Primary geography
- New Jersey (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lutz Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Mission Voice ($100K). Together the top 8 received $299K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 35 grants of 44 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Lutz Family Charitable Trust gives
- Giving grew 31% from 2022 to 2025. Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $114K (2019) to $299K (2025). In 2025 it made 8 grants totaling $299K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mission Voice Moorestown, NJ | Support special needs summer camp and fund families requiring technology assistance | $100,000 |
| Venice Theatre Venice, FL | Support theatre's mission of being the arts, education and entertainment leader in south Sarasota county | $89,250 |
| Ronald McDonald House Milwaukee, WI | Support of the 2025 Christmas Fantasy House | $55,000 |
| Betty Brinn Childrens Museum Milwaukee, WI | Support of 2026 Fork Farms Programming | $20,000 |
| 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 | $10,000 |
| Arts Alliance of Lemon Bay Englewood, FL | Support of Arts & Artists in Englewood | $10,000 |
| Alliance for the Great Lakes Chicago, IL | Environmental Protection of Great Lakes | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,791,638 | $1,109,573 | $328,233 | $299,250 | 8 | $300,875 | $348,904 | $349,273 |
| 2024 | $6,010,298 | $1,058,214 | $269,566 | $251,097 | 13 | $252,572 | $426,756 | $303,234 |
| 2023 | $5,221,650 | $732,882 | $240,000 | $225,000 | 7 | $226,325 | $135,722 | $250,523 |
| 2022 | $4,728,768 | $775,401 | $246,866 | $228,700 | 7 | $229,875 | $122,432 | $225,957 |
| 2021 | $4,200,233 | $788,168 | $184,128 | $170,098 | 9 | $171,273 | $192,968 | $230,319 |
| 2020 | $3,596,193 | $580,685 | $152,565 | $141,000 | 9 | — | $78,733 | $171,365 |
| 2019 | $3,168,073 | $567,911 | $123,023 | $114,000 | 6 | — | $92,375 | $141,712 |
Under IRS private-foundation payout rules, Lutz Family Charitable Trust reported a distributable amount of $349K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lutz Family Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Michael G. Lutz
Trustee
On filings since 2019
No compensation reported
Sherri A. Lutz
Trustee
On filings since 2019
No compensation reported
Wendy L. Dulak
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lutz Family Charitable Trust
How much does Lutz Family Charitable Trust give each year?
Lutz Family Charitable Trust gave $299K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $251K across 13 grants.
What is Lutz Family Charitable Trust's typical grant size?
Lutz Family Charitable Trust's median grant in 2025 was $15,000, and its average grant was $37,406, across 8 grants on its 2025 IRS Form 990-PF.
Where does Lutz Family Charitable Trust give grants?
Lutz Family Charitable Trust's top state is New Jersey, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (33%) and Wisconsin (32%). The most frequent recipient cities were Milwaukee, WI (3 grants).
Does Lutz Family Charitable Trust give general operating support?
Yes: 13% of Lutz Family Charitable Trust's 2025 grants with a stated purpose (1 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lutz Family Charitable Trust's largest grantees?
Lutz Family Charitable Trust's largest 2025 grantees include Mission Voice ($100,000), Venice Theatre ($89,250) and Ronald McDonald House ($55,000), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.
How large is Lutz Family Charitable Trust?
Lutz Family Charitable Trust reported $6.8M in total assets on its 2025 IRS Form 990-PF. It paid out $301K in qualifying distributions that year, against a required minimum of $349K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 4, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Lutz Family Charitable Trust funds
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