Private Foundation

LUTZ FAMILY CHARITABLE TRUST

LUTZ FAMILY CHARITABLE TRUST, of ELM GROVE, WI, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $1.1M in revenue, $328K in expenses, $6.8M in total assets. IRS filings disclose 59 grants awarded by this foundation, totaling roughly $1.4M.

EIN: 276729629 ELM GROVE, WI Latest filing: 2025

Total Revenue$1.1M

Total Expenses$328K

Total Assets$6.8M

Grants Given59

Grant Total$1.4M

Filing Years2021–2025

Sample Grants Given

MISSION VOICE

MOORESTOWN, NJ · 2025

SUPPORT SPECIAL NEEDS SUMMER CAMP AND FUND FAMILIES REQUIRING TECHNOLOGY ASSISTANCE

$100,000

VENICE THEATRE

VENICE, FL · 2025

SUPPORT THEATRE'S MISSION OF BEING THE ARTS, EDUCATION AND ENTERTAINMENT LEADER IN SOUTH SARASOTA COUNTY

$89,250

RONALD MCDONALD HOUSE

MILWAUKEE, WI · 2025

SUPPORT OF THE 2025 CHRISTMAS FANTASY HOUSE

$55,000

BETTY BRINN CHILDRENS MUSEUM

MILWAUKEE, WI · 2025

SUPPORT OF 2026 FORK FARMS PROGRAMMING

$20,000

DIVINE SAVIOR HOLY ANGELS HIGH SCHO

MILWAUKEE, WI · 2025

SUPPORT OF ANNUAL FUND

$10,000

Showing up to 5 of 59 total records — full history available with membership.

Officers & Directors

Trustee Michael G Lutz

Trustee Sherri A Lutz

Trustee Wendy L Dulak

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT

$285,548 17 grants

CAPITAL IMPROVEMENTS TO THE INDOOR FAMILY AQUATIC CENTER

$250,000 2 grants

SUPPORT THEATRE'S MISSION OF BEING THE ARTS, EDUCATION AND ENTERTAINMENT LEADER IN SOUTH SARASOTA COUNTY

$112,250 2 grants

SUPPORT SPECIAL NEEDS SUMMER CAMP AND FUND FAMILIES REQUIRING TECHNOLOGY ASSISTANCE

$100,000 1 grant

SUPPORT SPECIAL NEEDS SUMMER CAMP, ASSIST IN THE BUILD OF AN ALL-INCLUSIVE PLAYGROUND AND FUND FAMILIES REQUIRING TECHNOLOGY ASSISTANCE

$93,500 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$1.1M	$328K	$6.8M
2024	$1.1M	$270K	$6.0M
2023	$733K	$240K	$5.2M
2022	$775K	$247K	$4.7M
2021	$788K	$184K	$4.2M

Between 2021 and 2025, reported annual revenue grew from $788K to $1.1M (+41%), with total assets most recently reported at $6.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL, IL, NJ, WI.

FLILNJWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for LUTZ FAMILY CHARITABLE TRUST

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports