Lutz Family Charitable Tr
- Assets
- $5.2m
- Revenue
- $732.9k
- Investments
- $5.0m
- Employees
- 0
- Location
- Elm Grove, WI
- Founding
- 02/2011
- Data as of
- 12/2023
- 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 12/2023, Lutz Family Charitable Tr generated $732.9k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 5.2% each year. All expenses for the organization totaled $240.0k during the year ending 12/2023. While expenses have increased by 14.3% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Lutz Family Charitable Tr has awarded 32 individual grants totaling $764,798. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Wendy L Dulak Trustee | 0 | $0 | |
Michael G Lutz Trustee | 0 | $0 | |
Sherri A Lutz Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $584,285 |
| Interest on Savings | $0 |
| Dividends & Interest | $126,834 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $21,763 |
| Capital Gain Net Income | $21,763 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $732,882 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $800 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $15,000 |
| Contributions, gifts, grants paid | $225,000 |
| Total expenses and disbursements | $240,000 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $189,775 |
| 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 | $5,221,650 |
| 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 $225,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
HARTFORD AREA FOUNDATION PURPOSE: CAPITAL IMPROVEMENTS TO THE INDOOR FAMILY AQUATIC CENTER | $143,300 |
DIVINE SAVIOR HOLY ANGELS HIGH SCHO PURPOSE: SUPPORT OF ANNUAL FUND | $10,000 |
VOLUNTEERS FOR A BEAUTIFUL HARTFORD PURPOSE: SUPPORT OF HOLIDAY LIGHTS PROJECT | $10,000 |
TOWNSHIP OF MOORESTOWN PURPOSE: PROVIDE PROGRAMS TO INDIVIDUALS WITH DISABILITIES | $22,200 |
BOROUGH OF COLLINGSWOOD PURPOSE: FUND A PORTION OF THE NEW FLOORING IN THE PETER CHILDS ROOM IN COLLINGSWOOD LIBRARY | $5,000 |
YMCA CAMP MINIKANI PURPOSE: SUPPORT THE TEACHINGS OF THE CAMP THROUGH VARIOUS PROGRAMS | $7,300 |