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LUTZ FAMILY CHARITABLE TRUST

ELM GROVE, WIEIN: 27-6729629

Data sourced from IRS 990-PF public filings

Supports capital improvements and general support for community organizations and educational initiatives, primarily in Wisconsin.

Private_foundation Foundation

LUTZ FAMILY CHARITABLE TRUST has 44 grants on file funding 23 organizations. Giving increased from $251,097 in 2024 to $299,250 in 2025. Reported assets: $6,791,638.

Total Assets

$6,791,638

Grants (Last Year)

$299,250

Total Grants on File

44

Recipients Funded

23

Giving History

YearTotal GrantedGrants MadeAvg Grant
2025$299,2508$37,406
2024$251,09713$19,315
2023$225,0007$32,143
2022$228,7007$32,671
2021$170,0989$18,900

Top Grant Recipients

$143,300 (2023)
$106,700 (2022)
Unknown recipient
$100,000 (2025)
$93,500 (2024)
$89,250 (2025)
$64,000 (2022)
$57,000 (2021)
Unknown recipient
$55,000 (2025)
$50,000 (2024)
$32,400 (2021)

Showing top 10 of 44 grants on file.

Officers & Trustees

From 2025 IRS 990-PF filing (data available for 7 filing years)

S

SHERRI A LUTZ

Trustee

M

MICHAEL G LUTZ

Trustee

W

WENDY L DULAK

Trustee

IRS Filing History

LUTZ FAMILY CHARITABLE TRUST has IRS 990-PF filings on record for 7 years, spanning 2019 to 2025.

2025202420232022202120202019

Frequently Asked Questions

Other Foundations in Wisconsin

All foundations in Wisconsin

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    LUTZ FAMILY CHARITABLE TRUST (EIN: 27-6729629) - Grants & 990 Data | Signal990