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Lutz Family Charitable Trust is a private trust based in ELM GROVE, WI. The foundation received its IRS ruling in 2011. It holds total assets of $6M. Annual income is reported at $1.9M. Total assets have grown from $146K in 2011 to $5.2M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Wisconsin and New Jersey. According to available records, Lutz Family Charitable Trust has made 32 grants totaling $765K, with a median grant of $10K. Annual giving has grown from $141K in 2020 to $225K in 2023. Grantmaking activity was highest in 2022 with $229K distributed across 7 grants. Individual grants have ranged from $1K to $143K, with an average award of $24K. The foundation has supported 15 unique organizations. Grants have been distributed to organizations in Wisconsin and New Jersey and Florida. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$13K
Average Grant
$33K
Largest Grant
$107K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lutz Family Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in WI, NJ, FL.
Lutz Family Charitable Trust has distributed a total of $765K across 32 grants. The median grant size is $10K, with an average of $24K. Individual grants have ranged from $1K to $143K.
Lutz Family Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lutz Family Charitable Trust is headquartered in ELM GROVE, WI. While based in WI, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wendy L Dulak | Trustee | $0 | $0 | N/A |
| Michael G Lutz | Trustee | $0 | $0 | N/A |
| Sherri A Lutz | Trustee | $0 | $0 | N/A |
Total Giving
$240K
Total Assets
$5.2M
Fair Market Value
$5.9M
Net Worth
$5.2M
Grants Paid
$225K
Contributions
$584K
Net Investment Income
$136K
Distribution Amount
$251K
Total: $5M
Total Grants
32
Total Giving
$765K
Average Grant
$24K
Median Grant
$10K
Unique Recipients
15
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Moorestown Education FoundationSUPPLIES & EQUIPMENT FOR SCIENCE, COMPUTER, MEDIA AND INNOVATION LABS | Moorestown, NJ | $35K | 2020 |
| Hartford Area FoundationCAPITAL IMPROVEMENTS TO THE INDOOR FAMILY AQUATIC CENTER | Hartford, WI | $143K | 2023 |
| Fort Myers Technical CollegeIMPROVE HANDS ON PROGRAMS | Fort Meyers, FL | $27K | 2023 |
| Township Of MoorestownPROVIDE PROGRAMS TO INDIVIDUALS WITH DISABILITIES | Moorestown, NJ | $22K | 2023 |
| Volunteers For A Beautiful HartfordSUPPORT OF HOLIDAY LIGHTS PROJECT | Hartford, WI | $10K | 2023 |
| Divine Savior Holy Angels High SchoSUPPORT OF ANNUAL FUND | Milwaukee, WI | $10K | 2023 |
| Ymca Camp MinikaniSUPPORT THE TEACHINGS OF THE CAMP THROUGH VARIOUS PROGRAMS | Milwaukee, WI | $7K | 2023 |
| Borough Of CollingswoodFUND A PORTION OF THE NEW FLOORING IN THE PETER CHILDS ROOM IN COLLINGSWOOD LIBRARY | Collingswood, NJ | $5K | 2023 |
| Ocean County Fdn For Technical EducGENERAL SUPPORT | Toms River, NJ | $64K | 2022 |
| Catholic Memorial High SchoolGENERAL SUPPORT | Waukesha, WI | $10K | 2022 |
| St Gabriel Catholic SchoolGENERAL SUPPORT | Hubertus, WI | $5K | 2021 |
| Village Of Elm GroveGENERAL SUPPORT | Elm Grove, WI | $1K | 2021 |
| Monmout Cnty Vocational School DistPURCHASE ADVANCED MANUFACTURING EQUIPMENT | Freehold, NJ | $40K | 2020 |
| Liberty Lake FoundationCAMP SCHOLARSHIPS | Bordentown, NJ | $6K | 2020 |
| Live Civilly IncGENERAL SUPPORT | Moorestown, NJ | $6K | 2020 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI