Private foundation (trust)EIN 276729629Est. 2011-02
LUTZ FAMILY CHARITABLE TRUST
ELM GROVE, WI 53122
Total Assets
$6.9M
FY 2024
Annual Giving
$251K
FY 2024
Grants Made
13
FY 2024
Avg Grant
$19K
FY 2024
Grant Range
$2K–$94K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$1.1M
Total Expenses
$270K
Qualifying Distributions
$253K
Distributable Amount
$303K
Min. Investment Return
$309K
Undistributed Income
$300K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
13 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
45 grants
Grant Size Distribution
45 grants
Geographic Focus
4 states
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