Lutz Family Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lutz Family Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 27-6729629
Foundation Overview
Based in Elm Grove, WI, Lutz Family Charitable Trust has awarded 67 grants totaling $1,768,845 to organizations in New Jersey, Wisconsin and 2 other states across the US. Individual grants range from $1,000 to $143,300, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 8 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
55% of grants are awarded in Wisconsin, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Wisconsin, funding concentrates in Milwaukee (41%), Hartford (35%), Waukesha (11%).
Funding Trajectory
Strong 112% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on community projects (51%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Lutz Family Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Divine Savior Holy Angels High Scho | $10,000 | Milwaukee, WI, US | Support Of Annual Fund | 2025 |
| Volunteers For A Beautiful Hartford | $10,000 | Hartford, WI, US | Support Of Holiday Lights Project | 2025 |
| Betty Brinn Childrens Museum | $20,000 | Milwaukee, WI, US | Support Of 2026 Fork Farms Programming | 2025 |
| Mission Voice | $100,000 | Moorestown, NJ, US | Support Special Needs Summer Camp And Fund Families Requiring Technology Assistance | 2025 |
| Venice Theatre | $89,250 | Venice, FL, US | Support Theatre's Mission Of Being The Arts, Education And Entertainment Leader In South Sarasota County | 2025 |
| Alliance For The Great Lakes | $5,000 | Chicago, IL, US | Environmental Protection Of Great Lakes | 2025 |
| Arts Alliance Of Lemon Bay | $10,000 | Englewood, FL, US | Support Of Arts & Artists In Englewood | 2025 |
| Ronald Mcdonald House | $55,000 | Milwaukee, WI, US | Support Of The 2025 Christmas Fantasy House | 2025 |
| Northwoods Childrens Museum | $10,000 | Eagle River, WI, US | Upgrade & Expansion Of Museum | 2024 |
| Divine Savior Holy Angels High Scho | $10,000 | Milwaukee, WI, US | Support Of Annual Fund | 2024 |
| Volunteers For A Beautiful Hartford | $15,597 | Hartford, WI, US | Support Of Holiday Lights Project | 2024 |
| Ymca Camp Minikani | $10,000 | Milwaukee, WI, US | Support The Teachings Of The Camp Through Various Programs | 2024 |
| Betty Brinn Childrens Museum | $10,000 | Milwaukee, WI, US | Educational Initiatives | 2024 |
| Mission Voice | $93,500 | Moorestown, NJ, US | Support Special Needs Summer Camp, Assist In The Build Of An All-inclusive Playground And Fund Families Requiring Technology Assistance | 2024 |
| Venice Area Beautification Inc | $50,000 | Venice, FL, US | Support Of Projects In Venice Area | 2024 |
| Venice Theatre | $23,000 | Venice, FL, US | Support Theatre's Mission Of Being The Arts, Education And Entertainment Leader In South Sarasota County | 2024 |
| Zoological Society | $10,000 | Milwaukee, WI, US | Support Of Conservation Programs | 2024 |
| Saviors And Rescue Friend | $2,000 | Manahawkin, NJ, US | General Support | 2024 |
| Alliance For The Great Lakes | $5,000 | Chicago, IL, US | Environmental Protection Of Great Lakes | 2024 |
| Education Foundation Of Sarasota Co | $10,000 | Sarasota, FL, US | Support Student Support Services | 2024 |
| Elm Grove Community Foundation | $2,000 | Elm Grove, WI, US | Support Village Initiatives That Contribute To The Unique Character Of Elm Grove | 2024 |
| Hartford Area Foundation | $143,300 | Hartford, WI, US | Capital Improvements To The Indoor Family Aquatic Center | 2023 |
| Divine Savior Holy Angels High Scho | $10,000 | Milwaukee, WI, US | Support Of Annual Fund | 2023 |
| Volunteers For A Beautiful Hartford | $10,000 | Hartford, WI, US | Support Of Holiday Lights Project | 2023 |
| Township Of Moorestown | $22,200 | Moorestown, NJ, US | Provide Programs To Individuals With Disabilities | 2023 |
| Borough Of Collingswood | $5,000 | Collingswood, NJ, US | Fund A Portion Of The New Flooring In The Peter Childs Room In Collingswood Library | 2023 |
| Ymca Camp Minikani | $7,300 | Milwaukee, WI, US | Support The Teachings Of The Camp Through Various Programs | 2023 |
| Fort Myers Technical College | $27,200 | Fort Meyers, FL, US | Improve Hands On Programs | 2023 |
| Hartford Area Foundation | $143,300 | Hartford, WI, US | Capital Improvements To The Indoor Family Aquatic Center | 2023 |
| Divine Savior Holy Angels High Scho | $10,000 | Milwaukee, WI, US | Support Of Annual Fund | 2023 |
| Volunteers For A Beautiful Hartford | $10,000 | Hartford, WI, US | Support Of Holiday Lights Project | 2023 |
| Township Of Moorestown | $22,200 | Moorestown, NJ, US | Provide Programs To Individuals With Disabilities | 2023 |
| Borough Of Collingswood | $5,000 | Collingswood, NJ, US | Fund A Portion Of The New Flooring In The Peter Childs Room In Collingswood Library | 2023 |
| Ymca Camp Minikani | $7,300 | Milwaukee, WI, US | Support The Teachings Of The Camp Through Various Programs | 2023 |
| Fort Myers Technical College | $27,200 | Fort Meyers, FL, US | Improve Hands On Programs | 2023 |
| Ocean County Fdn For Technical Educ | $64,000 | Toms River, NJ, US | General Support | 2022 |
| Hartford Area Foundation | $106,700 | Hartford, WI, US | Capital Improvements To The Indoor Family Aquatic Center | 2022 |
| Divine Savior Holy Angels High Scho | $10,000 | Milwaukee, WI, US | Support Of Annual Fund | 2022 |
| Catholic Memorial High School | $10,000 | Waukesha, WI, US | General Support | 2022 |
| Volunteers For A Beautiful Hartford | $13,000 | Hartford, WI, US | Support Of Holiday Lights & Art In The Hart Projects | 2022 |
| Township Of Moorestown | $20,000 | Moorestown, NJ, US | Provide Programs To Individuals With Disabilities | 2022 |
| Borough Of Collingswood | $5,000 | Collingswood, NJ, US | Replace The Park Shade Sails Over The Baby Pool And Playground | 2022 |
| Ocean County Fdn For Technical Educ | $64,000 | Toms River, NJ, US | General Support | 2022 |
| Hartford Area Foundation | $106,700 | Hartford, WI, US | Capital Improvements To The Indoor Family Aquatic Center | 2022 |
| Divine Savior Holy Angels High Scho | $10,000 | Milwaukee, WI, US | Support Of Annual Fund | 2022 |
| Catholic Memorial High School | $10,000 | Waukesha, WI, US | General Support | 2022 |
| Volunteers For A Beautiful Hartford | $13,000 | Hartford, WI, US | Support Of Holiday Lights & Art In The Hart Projects | 2022 |
| Township Of Moorestown | $20,000 | Moorestown, NJ, US | Provide Programs To Individuals With Disabilities | 2022 |
| Borough Of Collingswood | $5,000 | Collingswood, NJ, US | Replace The Park Shade Sails Over The Baby Pool And Playground | 2022 |
| Ocean County Fdn For Technical Educ | $57,000 | Toms River, NJ, US | General Support | 2021 |
| St Gabriel Catholic School | $4,548 | Hubertus, WI, US | General Support | 2021 |
| Hartford Area Foundation | $23,000 | Hartford, WI, US | Support Of The Centennial Park Re-development | 2021 |
| Divine Savior Holy Angels High Scho | $5,000 | Milwaukee, WI, US | Support Of Annual Fund | 2021 |
| Catholic Memorial High School | $13,000 | Waukesha, WI, US | Support Of Rise Program | 2021 |
| Volunteers For A Beautiful Hartford | $10,000 | Hartford, WI, US | Support Of Christmas Lighting Project | 2021 |
| Village Of Elm Grove | $1,000 | Elm Grove, WI, US | General Support | 2021 |
| Township Of Moorestown | $24,150 | Moorestown, NJ, US | New Playground Equipment | 2021 |
| Borough Of Collingswood | $32,400 | Collingswood, NJ, US | New Air Conditioning System For The Town Library | 2021 |
| Live Civilly Inc | $6,000 | Moorestown, NJ, US | General Support | 2020 |
| Moorestown Education Foundation | $35,000 | Moorestown, NJ, US | Supplies & Equipment For Science, Computer, Media And Innovation Labs | 2020 |
| Ocean County Fdn For Technical Educ | $7,000 | Toms River, NJ, US | General Support | 2020 |
| St Gabriel Catholic School | $5,000 | Hubertus, WI, US | General Support | 2020 |
| Hartford Area Foundation | $27,000 | Hartford, WI, US | Support Of The Centennial Park Re-development | 2020 |
| Divine Savior Holy Angels High Scho | $5,000 | Milwaukee, WI, US | General Support | 2020 |
| Catholic Memorial High School | $10,000 | Waukesha, WI, US | General Support | 2020 |
| Liberty Lake Foundation | $6,000 | Bordentown, NJ, US | Camp Scholarships | 2020 |
| Monmout Cnty Vocational School Dist | $40,000 | Freehold, NJ, US | Purchase Advanced Manufacturing Equipment | 2020 |
Foundations Similar to Lutz Family Charitable Trust
Discover 5 foundations with comparable assets ($7,838,154-$8,112,994), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
May Family Foundation Inc
EIN: 39-2006747 | 198 grants awarded |
$8,112,994
(≈ Similar) |
$10,000
median grant |
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Same state |
|
|
Charles D Jacobus Family Foundation
EIN: 39-1559892 | 357 grants awarded |
$7,968,138
(≈ Similar) |
$10,000
median grant |
Milwaukee, WI
Same state |
|
|
Jennie H Olson Charitable
EIN: 39-1818653 | 276 grants awarded |
$7,965,342
(≈ Similar) |
$10,000
median grant |
Madison, WI
Same state |
|
|
Wayne C Stewart Foundation Uma
EIN: 91-6574050 | 304 grants awarded |
$7,903,230
(≈ Similar) |
$8,500
median grant |
Milwaukee, WI
Same state |
|
|
John Larsen Foundation Mng Agy (Plg)
EIN: 41-1715465 | 184 grants awarded |
$7,838,154
(≈ Similar) |
$10,000
median grant |
Milwaukee, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Lutz Family Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 27-6729629 |
| Website | N/A |
| Address | 1505 GREENWAY TER Elm Grove, WI 53122-1612 |
Key People (3)
Board members, trustees, and key staff who oversee Lutz Family Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Wendy L Dulak |
|---|---|
| Trustee | Michael G Lutz |
| Trustee | Sherri A Lutz |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Lutz Family Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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