Nonprofit · EIN 26-3919877
LUTZ FAMILY FOUNDATION
Tax-exempt · HARTFORD, WI 53027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $90,848 | $24,980 | $65,868 | $1,690,655 | $0 | $1,690,655 |
| November 30, 2024 | 990-PF | $141,130 | $23,903 | $117,227 | $1,624,786 | $0 | $1,624,786 |
| November 30, 2023 | 990-PF | $47,803 | $22,282 | $25,521 | $1,507,559 | $0 | $1,507,559 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $6,400
- Dividends
- $45,561
- Net gain from sales of assets
- $38,887
Expenses
- Grants and similar amounts paid
- $10,500
- Disbursements for charitable purposes
- $13,700
- Excise tax on investment income
- $1,060
Balance sheet and other
- Total assets, start of year
- $1,624,786
- Total assets, end of year
- $1,690,655
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,690,655
- Fair market value of assets
- $2,371,171
- Qualifying distributions
- $13,700
- Net investment income
- $84,448
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA R LUTZ 2467 HALL ROAD, HARTFORD, WI 530279016 | Trustee | 1 | $0 |
| WENDY L DULAK 1505 GREENWAY TERRACE, ELM GROVE, WI 53122 | Trustee | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA R LUTZ 2467 HALL ROAD, HARTFORD, WI 530279016 | Trustee | 1 | $0 |
| WENDY L DULAK 1505 GREENWAY TERRACE, ELM GROVE, WI 53122 | Trustee | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYLVIA R LUTZ 2467 HALL ROAD, HARTFORD, WI 530279016 | Trustee | 1 | $0 |
| WENDY L DULAK 1505 GREENWAY TERRACE, ELM GROVE, WI 53122 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2467 HALL RD, HARTFORD, WI 53027-9016
- Signed the 990-PF
- SYLVIA R LUTZ, Trustee
- Phone
- (262) 673-6690
- Return prepared by
- Mohr CPAs LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-3919877
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,690,655
- Income (IRS master file)
- $149,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $90,848 | $24,980 | $1,690,655 | XML |
| 990-PF | November 2024 | $141,130 | $23,903 | $1,624,786 | XML |
| 990-PF | November 2023 | $47,803 | $22,282 | $1,507,559 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3919877).
Questions about LUTZ FAMILY FOUNDATION
- What is the EIN of LUTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of LUTZ FAMILY FOUNDATION is 26-3919877.
- Is LUTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to LUTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUTZ FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of LUTZ FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LUTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $90,848, expenses of $24,980 and total assets of $1,690,655 at year end.
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