Grants paid by Lutz Family Charitable Trust
EIN 27-6729629 · Elm Grove, WI · Form 990-PF, Part XV · NTEE T21
Lutz Family Charitable Trust of Elm Grove, WI (EIN 27-6729629) reported 37 grants paid totaling $1,130,798 to 20 recipients in tax years 2019–2025, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$1,130,798
37 grants
Recipients
20
distinct organizations
Tax years
2019–2025
7 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2019 | 4 | $91,000 | — |
| 2020 | 8 | $136,000 | — |
| 2021 | 4 | $97,548 | — |
| 2022 | 3 | $180,700 | — |
| 2023 | 3 | $177,800 | — |
| 2024 | 10 | $223,500 | — |
| 2025 | 5 | $224,250 | — |
Top recipients
The 20 recipients receiving the most from Lutz Family Charitable Trust, by grants paid, out of 20 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Hartford Area Foundation 39-1424249 | B | Hartford, WI | 4 | $300,000 | 2023 |
| Ocean County Fdn for Technical Educ | U | Toms River, NJ | 4 | $204,000 | 2022 |
| Mission Voice | U | Moorestown, NJ | 2 | $193,500 | 2025 |
| Venice Theatre 59-6005807 | B | Venice, FL | 2 | $112,250 | 2025 |
| Venice Area Beautification Inc 65-0223440 | B | Venice, FL | 1 | $50,000 | 2024 |
| Monmout Cnty Vocational School Dist | U | Freehold, NJ | 1 | $40,000 | 2020 |
| Catholic Memorial High School 39-0964819 | C | Waukesha, WI | 4 | $38,000 | 2022 |
| Moorestown Education Foundation 22-2699954 | B | Moorestown, NJ | 1 | $35,000 | 2020 |
| Betty Brinn Childrens Museum 39-1681155 | B | Milwaukee, WI | 2 | $30,000 | 2025 |
| Fort Myers Technical College | U | Fort Meyers, FL | 1 | $27,200 | 2023 |
| YMCA Camp Minikani | U | Hubertus, WI | 3 | $25,300 | 2024 |
| Northwoods Childrens Museum 39-1774863 | B | Eagle River, WI | 2 | $12,000 | 2024 |
| Alliance for the Great Lakes 23-7104524 | B | Chicago, IL | 2 | $10,000 | 2025 |
| Arts Alliance of Lemon Bay 56-2460291 | B | Englewood, FL | 1 | $10,000 | 2025 |
| Education Foundation of Sarasota Co | U | Sarasota, FL | 1 | $10,000 | 2024 |
| Zoological Society | U | Milwaukee, WI | 1 | $10,000 | 2024 |
| St Gabriel Catholic School | U | Hubertus, WI | 2 | $9,548 | 2021 |
| Live Civilly Inc 27-4656300 | B | Moorestown, NJ | 1 | $6,000 | 2020 |
| Liberty Lake Foundation 45-1599303 | B | Bordentown, NJ | 1 | $6,000 | 2020 |
| Elm Grove Community Foundation 39-1962970 | B | Elm Grove, WI | 1 | $2,000 | 2024 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 37 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2025 | Mission Voice Moorestown, NJ | U | $100,000 | paid | SUPPORT SPECIAL NEEDS SUMMER CAMP AND FUND FAMILIES REQUIRING TECHNOLOGY ASSISTANCE | 202620639349100217 |
| 2025 | Venice Theatre Venice, FL | B | $89,250 | paid | SUPPORT THEATRE'S MISSION OF BEING THE ARTS, EDUCATION AND ENTERTAINMENT LEADER IN SOUTH SARASOTA COUNTY | 202620639349100217 |
| 2025 | Betty Brinn Childrens Museum Milwaukee, WI | B | $20,000 | paid | SUPPORT OF 2026 FORK FARMS PROGRAMMING | 202620639349100217 |
| 2025 | Arts Alliance of Lemon Bay Englewood, FL | B | $10,000 | paid | SUPPORT OF ARTS & ARTISTS IN ENGLEWOOD | 202620639349100217 |
| 2025 | Alliance for the Great Lakes Chicago, IL | B | $5,000 | paid | ENVIRONMENTAL PROTECTION OF GREAT LAKES | 202620639349100217 |
| 2024 | Mission Voice Moorestown, NJ | U | $93,500 | paid | SUPPORT SPECIAL NEEDS SUMMER CAMP, ASSIST IN THE BUILD OF AN ALL-INCLUSIVE PLAYGROUND AND FUND FAMILIES REQUIRING TECHNOLOGY ASSISTANCE | 202500769349100720 |
| 2024 | Venice Area Beautification Inc Venice, FL | B | $50,000 | paid | SUPPORT OF PROJECTS IN VENICE AREA | 202500769349100720 |
| 2024 | Venice Theatre Venice, FL | B | $23,000 | paid | SUPPORT THEATRE'S MISSION OF BEING THE ARTS, EDUCATION AND ENTERTAINMENT LEADER IN SOUTH SARASOTA COUNTY | 202500769349100720 |
| 2024 | Northwoods Childrens Museum Eagle River, WI | B | $10,000 | paid | UPGRADE & EXPANSION OF MUSEUM | 202500769349100720 |
| 2024 | YMCA Camp Minikani Milwaukee, WI | U | $10,000 | paid | SUPPORT THE TEACHINGS OF THE CAMP THROUGH VARIOUS PROGRAMS | 202500769349100720 |
| 2024 | Education Foundation of Sarasota Co Sarasota, FL | U | $10,000 | paid | SUPPORT STUDENT SUPPORT SERVICES | 202500769349100720 |
| 2024 | Betty Brinn Childrens Museum Milwaukee, WI | B | $10,000 | paid | EDUCATIONAL INITIATIVES | 202500769349100720 |
| 2024 | Zoological Society Milwaukee, WI | U | $10,000 | paid | SUPPORT OF CONSERVATION PROGRAMS | 202500769349100720 |
| 2024 | Alliance for the Great Lakes Chicago, IL | B | $5,000 | paid | ENVIRONMENTAL PROTECTION OF GREAT LAKES | 202500769349100720 |
| 2024 | Elm Grove Community Foundation Elm Grove, WI | B | $2,000 | paid | SUPPORT VILLAGE INITIATIVES THAT CONTRIBUTE TO THE UNIQUE CHARACTER OF ELM GROVE | 202500769349100720 |
| 2023 | Hartford Area Foundation Hartford, WI | B | $143,300 | paid | CAPITAL IMPROVEMENTS TO THE INDOOR FAMILY AQUATIC CENTER | 202430549349100408 |
| 2023 | Fort Myers Technical College Fort Meyers, FL | U | $27,200 | paid | IMPROVE HANDS ON PROGRAMS | 202430549349100408 |
| 2023 | YMCA Camp Minikani Milwaukee, WI | U | $7,300 | paid | SUPPORT THE TEACHINGS OF THE CAMP THROUGH VARIOUS PROGRAMS | 202430549349100408 |
| 2022 | Hartford Area Foundation Hartford, WI | B | $106,700 | paid | CAPITAL IMPROVEMENTS TO THE INDOOR FAMILY AQUATIC CENTER | 202320709349100502 |
| 2022 | Ocean County Fdn for Technical Educ Toms River, NJ | U | $64,000 | paid | GENERAL SUPPORT | 202320709349100502 |
| 2022 | Catholic Memorial High School Waukesha, WI | C | $10,000 | paid | GENERAL SUPPORT | 202320709349100502 |
| 2021 | Ocean County Fdn for Technical Educ Toms River, NJ | U | $57,000 | paid | GENERAL SUPPORT | 202240849349100009 |
| 2021 | Hartford Area Foundation Hartford, WI | B | $23,000 | paid | SUPPORT OF THE CENTENNIAL PARK RE-DEVELOPMENT | 202240849349100009 |
| 2021 | Catholic Memorial High School Waukesha, WI | C | $13,000 | paid | SUPPORT OF RISE PROGRAM | 202240849349100009 |
| 2021 | St Gabriel Catholic School Hubertus, WI | U | $4,548 | paid | GENERAL SUPPORT | 202240849349100009 |
| 2020 | Monmout Cnty Vocational School Dist Freehold, NJ | U | $40,000 | paid | PURCHASE ADVANCED MANUFACTURING EQUIPMENT | 202120799349100302 |
| 2020 | Moorestown Education Foundation Moorestown, NJ | B | $35,000 | paid | SUPPLIES & EQUIPMENT FOR SCIENCE, COMPUTER, MEDIA AND INNOVATION LABS | 202120799349100302 |
| 2020 | Hartford Area Foundation Hartford, WI | B | $27,000 | paid | SUPPORT OF THE CENTENNIAL PARK RE-DEVELOPMENT | 202120799349100302 |
| 2020 | Catholic Memorial High School Waukesha, WI | C | $10,000 | paid | GENERAL SUPPORT | 202120799349100302 |
| 2020 | Ocean County Fdn for Technical Educ Toms River, NJ | U | $7,000 | paid | GENERAL SUPPORT | 202120799349100302 |
| 2020 | Live Civilly Inc Moorestown, NJ | B | $6,000 | paid | GENERAL SUPPORT | 202120799349100302 |
| 2020 | Liberty Lake Foundation Bordentown, NJ | B | $6,000 | paid | CAMP SCHOLARSHIPS | 202120799349100302 |
| 2020 | St Gabriel Catholic School Hubertus, WI | U | $5,000 | paid | GENERAL SUPPORT | 202120799349100302 |
| 2019 | Ocean County Fdn for Technical Educ Toms River, NJ | U | $76,000 | paid | GENERAL SUPPORT | 202030939349100423 |
| 2019 | YMCA Camp Minikani Hubertus, WI | U | $8,000 | paid | GENERAL SUPPORT | 202030939349100423 |
| 2019 | Catholic Memorial High School Waukesha, WI | C | $5,000 | paid | GENERAL SUPPORT | 202030939349100423 |
| 2019 | Northwoods Childrens Museum Eagle River, WI | B | $2,000 | paid | GENERAL SUPPORT | 202030939349100423 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2025 | 2025-12-31 | not stated | 2025v4.0 | 202620639349100217 |
| 990PF | 2024 | 2024-12-31 | not stated | 2024v5.0 | 202500769349100720 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v4.0 | 202430549349100408 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v4.1 | 202320709349100502 |
| 990PF | 2021 | 2021-12-31 | not stated | 2021v4.0 | 202240849349100009 |
| 990PF | 2020 | 2020-12-31 | not stated | 2020v4.0 | 202120799349100302 |
| 990PF | 2019 | 2019-12-31 | not stated | 2019v5.0 | 202030939349100423 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/276729629.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.