Private Foundation

LUTZ FOUNDATION INC

LUTZ FOUNDATION INC, of SHELBY, NC, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $8K in revenue, $60K in expenses, $83K in total assets. IRS filings disclose 25 grants awarded by this foundation, totaling roughly $366K.

EIN: 561073160 SHELBY, NC Latest filing: 2024

Total Revenue$8K

Total Expenses$60K

Total Assets$83K

Grants Given25

Grant Total$366K

Filing Years2020–2024

Sample Grants Given

GARDNER-WEBB UNIVERSITY

BOILING SPRINGS, NC · 2024

SCHOLARSHIPS

$60,000

GARDNER-WEBB UNIVERSITY

BOILING SPRINGS, NC · 2023

SCHOLARSHIPS

$60,000

GARDNER-WEBB UNIVERSITY

BOILING SPRINGS, NC · 2022

SCHOLARSHIPS

$60,000

GARDNER-WEBB UNIVERSITY

BOILING SPRINGS, NC · 2021

SCHOLARSHIPS

$60,000

GARDNER WEBB UNIVERSITY

BOILING SPRINGS, NC · 2020

SCHOLARSHIP

$60,000

Showing up to 5 of 25 total records — full history available with membership.

Officers & Directors

PRESIDENT Richard F Bowling Ii

VICE PRESIDENT Susan Bowling

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$240,000 4 grants

SCHOLARSHIP

$126,000 21 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$8K	$60K	$83K
2023	$11K	$60K	$136K
2022	$9K	$60K	$185K
2021	$8K	$60K	$236K
2020	$11K	$61K	$289K

Between 2020 and 2024, reported annual revenue declined from $11K to $8K (-25%), with total assets most recently reported at $83K.

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

Grant Geography

Grants from this foundation were reported to recipients in AL, NC.

ALNC

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

See the full picture for LUTZ FOUNDATION INC

Complete financials, all 25 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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