Lutz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTFORD, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 2 grants totaling $14K. Net investment income was $134K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+7.8% YoY
Annual Giving
$14K
+6.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$7K
+6.7% YoY
Under IRS private-foundation payout rules, Lutz Family Foundation reported a distributable amount of $98K for 2024 — the minimum it must pay out in qualifying distributions.
About Lutz Family Foundation
Based on IRS filings
Lutz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTFORD, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 2 grants totaling $14K. Net investment income was $134K.
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 | $1,624,786 | $1,507,559 | $1,482,035 |
| Revenue | $141,130 | $47,803 | $81,174 |
| Expenses | $23,903 | $22,282 | $24,083 |
| Qualifying Distributions | $16,425 | $15,331 | $16,875 |
| Net Investment Income | $133,652 | $35,502 | $69,716 |
| Distributable Amount | $97,949 | $85,674 | $85,430 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Schauer Arts Activities Center ($8,500), American Cancer Society ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY WAUKESHA, WI | EVENT SPONSOR | $5,000 |
| SCHAUER ARTS ACTIVITIES CENTER HARTFORD, WI | SPONSORSHIP | $8,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SYLVIA R LUTZ | Trustee | 1 | — |
| WENDY L DULAK | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lutz Family Foundation?
Lutz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTFORD, WI. It holds $1.6M in total assets as of 2024.
How large is Lutz Family Foundation?
As of 2024, Lutz Family Foundation holds $1.6M in total assets with $141K in annual revenue. It awarded 2 grants totaling $14K in 2024.
Where does Lutz Family Foundation operate?
Lutz Family Foundation has awarded grants in Illinois, Wisconsin.
What size grants does Lutz Family Foundation award?
In 2024, Lutz Family Foundation awarded 2 grants totaling $14K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Lutz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lutz Family Foundation reported a distributable amount of $98K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lutz Family Foundation's EIN?
Lutz Family Foundation's EIN (Employer Identification Number) is 26-3919877. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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