Lutz Family Charitable Tr
- Assets
- $4.7m
- Revenue
- $775.4k
- Investments
- $4.1m
- Employees
- 0
- Location
- Elm Grove, WI
- Founding
- 02/2011
- Data as of
- 12/2022
- EIN
- 27-6729629
Organization Overview
Lutz Family Charitable Tr is located in Elm Grove, WI. The organization was established in 2011. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lutz Family Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Lutz Family Charitable Tr generated $775.4k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 11.6% each year . All expenses for the organization totaled $246.9k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Lutz Family Charitable Tr has awarded 34 individual grants totaling $680,798. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wendy L Dulak Trustee | 0 | $0 | |
Sherri A Lutz Trustee | 0 | $0 | |
Michael G Lutz Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $640,356 |
| Interest on Savings | $0 |
| Dividends & Interest | $77,137 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $57,908 |
| Capital Gain Net Income | $57,908 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $775,401 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,378 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $18,166 |
| Contributions, gifts, grants paid | $228,700 |
| Total expenses and disbursements | $246,866 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $643,779 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,728,768 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Lutz Family Charitable Tr has awarded $228,700 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Hartford, WI PURPOSE: CAPITAL IMPROVEMENTS TO THE INDOOR FAMILY AQUATIC CENTER | $106,700 |
OCEAN COUNTY FDN FOR TECHNICAL EDUC PURPOSE: GENERAL SUPPORT | $64,000 |
TOWNSHIP OF MOORESTOWN PURPOSE: PROVIDE PROGRAMS TO INDIVIDUALS WITH DISABILITIES | $20,000 |
Hartford, WI PURPOSE: SUPPORT OF HOLIDAY LIGHTS & ART IN THE HART PROJECTS | $13,000 |
CATHOLIC MEMORIAL HIGH SCHOOL PURPOSE: GENERAL SUPPORT | $10,000 |
DIVINE SAVIOR HOLY ANGELS HIGH SCHO PURPOSE: SUPPORT OF ANNUAL FUND | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Joyce Foundation Chicago, IL | $1,408,794,882 | $150,496,278 |
Lynde And Harry Bradley Foundation Inc Milwaukee, WI | $1,061,478,184 | $82,867,746 |
United Health Foundation Minnetonka, MN | $216,072,517 | $86,645 |
Herbert H & Grace A Dow Foundation Midland, MI | $575,608,768 | $36,767,282 |
Dte Energy Foundation Detroit, MI | $165,950,300 | $32,183,321 |
Exelon Foundation Chicago, IL | $116,558,021 | $16,716,086 |
Highlands Foundation Inc Madison, WI | $16,807,622 | $1,089,528 |
Rockwell Automation Charitable Corporation Milwaukee, WI | $6,137,007 | $10,007,891 |
Gii Charities Grand Rapids, MI | $4,065,002 | $6,112,431 |
The Green Fern Foundation Minneapolis, MN | $108,921,285 | $8,489,620 |
Kehe Cares Foundation Inc Naperville, IL | $5,804,063 | $7,449,461 |
G Carl Ball Family Foundation West Chicago, IL | $40,772,718 | $1,501,347 |