Lutz Family Charitable Trust

Private foundation · Grantmaker Elm Grove, WI EIN: 27-6729629

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.

Key facts about Lutz Family Charitable Trust

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.

EIN
27-6729629
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$299,250
Grants made (2025)
8
Average grant
$37,406
Median grant
$15,000
Total assets
$6,791,638
Primary geography
New Jersey (33% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.8M

+13.0% YoY

Annual Giving

$299K

+19.2% YoY

Grant Count

8

-38.5% YoY

Avg Grant Size

$37K

+93.7% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

MilwaukeeHartfordMoorestownHubertusToms RiverWaukeshaCollingswoodVeniceChicagoEagle RiverElm GroveBordentownEnglewoodFort MeyersFreeholdManahawkinSarasota

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K6 grants2019 9 grants2020 9 grants2021 7 grants2022 7 grants2023 13 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $114K (2019) to $299K (2025). In 2025 it made 8 grants totaling $299K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Mission Voice: $100KMission Voice$100KVenice Theatre: $89KVenice Theatre$89KRonald McDonald House: $55KRonald McDonald House$55KBetty Brinn Childrens Museum: $20KBetty Brinn Childrens Museum$20KDivine Savior Holy Angels High Scho: $10KDivine Savior Holy Angels HighScho$10KVolunteers for a Beautiful Hartford: $10KVolunteers for a BeautifulHartford$10KArts Alliance of Lemon Bay: $10KArts Alliance of Lemon Bay$10KAlliance for the Great Lakes: $5KAlliance for the Great Lakes$5K

The largest 2025 recipient was Mission Voice ($100K). Together the top 8 received $299K.

Grant Size Distribution

44 grants across all recorded years

35<$50K6$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 44 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mission Voice Moorestown, NJSupport special needs summer camp and fund families requiring technology assistance$100,000
Venice Theatre Venice, FLSupport theatre's mission of being the arts, education and entertainment leader in south Sarasota county$89,250
Ronald McDonald House Milwaukee, WISupport of the 2025 Christmas Fantasy House$55,000
Betty Brinn Childrens Museum Milwaukee, WISupport of 2026 Fork Farms Programming$20,000
Divine Savior Holy Angels High Scho Milwaukee, WISupport of Annual Fund$10,000
Volunteers for a Beautiful Hartford Hartford, WISupport of Holiday Lights Project$10,000
Arts Alliance of Lemon Bay Englewood, FLSupport of Arts & Artists in Englewood$10,000
Alliance for the Great Lakes Chicago, ILEnvironmental Protection of Great Lakes$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,791,638$6,010,298$5,221,650
Revenue$1,109,573$1,058,214$732,882
Expenses$328,233$269,566$240,000
Qualifying Distributions$300,875$252,572$226,325
Net Investment Income$348,904$426,756$135,722
Distributable Amount$349,273$303,234$250,523

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 20, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 23, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 17, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 4, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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.

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