How much does Lutz Family Charitable Trust give?

Lutz Family Charitable Trust reported 8 grants totaling $299,250 in its FY2025 IRS filing. It funded between 6 and 13 organizations a year over FY2019 to FY2024.

What does Lutz Family Charitable Trust fund?

By grant dollars over FY2019 to FY2025, its largest causes are Education (26%), Philanthropy (21%), Arts & Culture (11%).

Who are Lutz Family Charitable Trust's largest grantees?

By total granted over FY2019 to FY2025: The Hartford Area Foundation Inc ($300k), Venice Theatre Inc ($112k), Township of Moorestown ($66k).

Does Lutz Family Charitable Trust fund new organizations?

In FY2024, 69% of the organizations it funded were first-time grantees.

Does Lutz Family Charitable Trust accept unsolicited applications?

Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.

Which funders back the same organizations as Lutz Family Charitable Trust?

Its strongest co-funders, measured against what their size predicts, include Greater Milwaukee Foundation Inc, American Endowment Foundation, American Online Giving Foundation Inc.

Where is Lutz Family Charitable Trust based?

Lutz Family Charitable Trust is based in WI.

Lutz Family Charitable Trust

Lutz Family Charitable Trust at a glance

· Private foundation

Lutz Family Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$299k

Granted FY2025still arriving

Grants FY2025still arriving

States reached

$100k

Largest

01What it funds

01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Education$373kPhilanthropy$300kArts & Culture$164kEnvironment$119kRecreation & Sports$105kYouth Development$100kHuman Services$80kPublic Benefit$67kOther$0

02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

Under $10k1 grant · $5k
$10k–50k4 grants · $50k
$50k–250k3 grants · $244k

$20,000

Median grant

States reached

$6.8M

Total assets

Largest grants
Recipient	Amount
MISSION VOICE	$100,000
VENICE THEATRE	$89,250
RONALD MCDONALD HOUSE	$55,000
BETTY BRINN CHILDRENS MUSEUM	$20,000
DIVINE SAVIOR HOLY ANGELS HIGH SCHO	$10,000
VOLUNTEERS FOR A BEAUTIFUL HARTFORD	$10,000
ARTS ALLIANCE OF LEMON BAY	$10,000
ALLIANCE FOR THE GREAT LAKES	$5,000

02The need

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–20, $14k) land where the poverty rate runs at 6%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

How this is measured

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

How this is measured

US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 6% of Lutz Family Charitable Trust’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 43% of the giving stays in WI; by stated purpose, 40%.

Lutz Family Charitable Trustlessmore of its giving

Placed by recipient address · 3.5% directed abroad (not shown)

How this is measured

Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.

03Its grantees

repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

81%of every dollar goes to organizations it has funded before.

$1.2M · 14 repeat orgs$272k to everyone else

Grantees it renews have grown median revenue 0% since the first grant, against -14% for those funded once.

14 repeat relationships: 6 still active in FY2025, 8 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$1.2M

$207k

Median revenue growth · since first grant

-14%

Still filing today

50%

33%

New vs renewed · share of each year

In FY2025, 78% of grant dollars renewed an existing relationship; $65k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Arts & CultureHuman ServicesEnvironmentPhilanthropyEducationOther

How this is measured

First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

The Hartford Area Foundation Inc
4× · 2020–2023 · $300k · revenue +31% · 43% of their budget
OC
OCEAN COUNTY FDN FOR TECHNICAL EDUC
4× · 2019–2022 · $204k
MV
MISSION VOICE
2× · 2024–2025 · $194k

Funded once

VA
VENICE AREA BEAUTIFICATION INC
one grant, 2024 · $50k · revenue -24%
MC
MONMOUT CNTY VOCATIONAL SCHOOL DIST
one grant, 2020 · $40k
ME
MOORESTOWN EDUCATION FOUNDATION
one grant, 2020 · $35k · revenue -14%

How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

Lake Geneva Art Museum

art education

Arts & Culture

Wisconsin Visual Artists Inc

WVA champions and supports visual artists working within the state by forging partnerships that make creative opportunities possible.

—

Moore Farms Botanical Garden Foundation

Philanthropy

Friends of Venice Italy Inc

Philanthropy

Haverford Township Civic Council

Foster & support forum for community org

—

City of Grosse Pointe Foundation

Preservation, improvement, beautification public sites

Philanthropy

Greenville Art Guild

Arts & Culture

Van Meter Public Library Foundation

—

Harbor Beach United Community Fund

Receive donations and provide grants to various community organizations.

—

Hartington Creative Council

Public Benefit

Keep Miles City Beautiful

Community liter control, recycling and beautification

Environment

Milwaukee Yacht Club Foundation Inc

—

How this is measured

The grantee most central to the portfolio’s shape is The Hartford Area Foundation Inc; the most unlike its peers is Moorestown Education Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

12 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 28 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

12/12

Grantees still filing

3/12

Grew since first funded

Where the money sits, by cause and then by grantee

Other$822,998Philanthropy$300,000Arts & Culture$164,250Environment$108,597Human Services$31,300Education$2,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Greater Milwaukee Foundation IncWI15.2× affinity5 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Milwaukee Foundation Inc · American Endowment Foundation · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Lutz Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Lutz Family Charitable Trust. Bigger dots raise more.

2024

’20’21’22’23’24’25

no gov moneyreceives it· size = income

3get no government money at all

1report government grants on their 990 we could not trace to a source (not plotted)

0rely on government for over half their income

⤢ axis zoomed · 0–30%

typical government reliance, FY20–25

How this is measured

Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Lutz Family Charitable Trust?

Find your warmest path to Lutz Family Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

Play a game based on Lutz Family’s filings →

More from the funding graph

The unnamed billions

grants reported with no recipient in the public record

The regranting layer

51% of grant dollars land in the regranting layer

The DAF merry-go-round

$9.7B circulates between donor-advised funds

The endowment market

who holds foundation money, and what just moved

The camps

funders cluster by geography, not ideology

By state

where grant money is based, and what stays home