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EIN 27-6729629

Lutz Family Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Elm Grove
State
Wisconsin
Year formed
2011
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
Description
The Lutz Family Charitable Trust is a family foundation based in Elm Grove, WI, that primarily funds programs supporting camp teachings, holiday lights projects, annual fund initiatives, and services for individuals with disabilities. The trust made seven grants last year to organizations including the Hartford Area Foundation.
Also known as...
Wendy L Dulak Ttee
Total revenues
$732,882
2023
Total expenses
$240,000
2023
Total assets
$5,221,650
2023
Num. employees
0
2023

Grants made by Lutz Family Charitable Trust

GranteeGrant descriptionAmount
The Hartford Area FoundationCapital Improvements To the Indoor Family Aquatic Center$143,300
Volunteers for A Beautiful HartfordSupport of Holiday Lights Project$10,000

Personnel at Lutz Family Charitable Trust

NameTitleCompensation
Wendy L DulakTrustee$0

Financials for Lutz Family Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$584,285
Investment income and dividends$126,834
Net rental income$0
Net gain from sale of non-inventory assets$21,763
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$732,882

Form 990s for Lutz Family Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-02-23990PFView PDF
2022-122023-03-11990PFView PDF
2021-122022-03-25990PFView PDF
2020-122021-06-17990PFView PDF
2019-122020-09-03990PRView PDF
...and 8 more Form 990s

Organizations like Lutz Family Charitable Trust

OrganizationLocationRevenue
The Rosewood Foundation / Sands David KDallas, TX$570,000
Fabiano FoundationBay City, MI$259,450
The RCM&D FoundationTowson, MD$283,184
The Kimel FoundationCincinnati, OH$246,866
Sierra Pacific FoundationRedding, CA$1,603,055
PulteGroup Charitable FoundationAtlanta, GA$3,401,038
The Will Ascend FoundationAlpine, UT$1,858,398
CDVSJ FoundationNew York, NY$553,690
The Laura FoundationSpringfield, NJ$2,628,550
Tiger HL FoundationBrooklyn, NY$1,200,308
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 17, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 23, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
February 6, 2021
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
1505 Greenway Terrace
Elm Grove, WI 53122
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, WI
IRS details
EIN
27-6729629
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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