Nonprofit · EIN 27-6729629
LUTZ FAMILY CHARITABLE TR
Also known as WENDY L DULAK TTEE
Tax-exempt · ELM GROVE, WI 53122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,109,573 | $328,233 | $781,340 | $6,791,638 | $0 | $6,791,638 |
| December 31, 2024 | 990-PF | $1,058,214 | $269,566 | $788,648 | $6,010,298 | $0 | $6,010,298 |
| December 31, 2023 | 990-PF | $732,882 | $240,000 | $492,882 | $5,221,650 | $0 | $5,221,650 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $743,332
- Dividends
- $196,386
- Net gain from sales of assets
- $169,855
Expenses
- Grants and similar amounts paid
- $299,250
- Disbursements for charitable purposes
- $300,875
- Excise tax on investment income
- $4,850
Balance sheet and other
- Total assets, start of year
- $6,010,298
- Total assets, end of year
- $6,791,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,791,638
- Fair market value of assets
- $8,041,351
- Qualifying distributions
- $300,875
- Net investment income
- $366,241
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY L DULAK 1505 GREENWAY TERRACE, ELM GROVE, WI 53122 | Trustee | 0 | $0 |
| MICHAEL G LUTZ 25056 SPARTINA DRIVE, VENICE, FL 34293 | Trustee | 0 | $0 |
| SHERRI A LUTZ 609 E 2ND STREET, MOORESTOWN, NJ 08057 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY L DULAK 1505 GREENWAY TERRACE, ELM GROVE, WI 53122 | Trustee | 0 | $0 |
| MICHAEL G LUTZ 25056 SPARTINA DRIVE, VENICE, FL 34293 | Trustee | 0 | $0 |
| SHERRI A LUTZ 609 E 2ND STREET, MOORESTOWN, NJ 08057 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY L DULAK 1505 GREENWAY TERRACE, ELM GROVE, WI 53122 | Trustee | 0 | $0 |
| MICHAEL G LUTZ 25056 SPARTINA DRIVE, VENICE, FL 34293 | Trustee | 0 | $0 |
| SHERRI A LUTZ 609 E 2ND STREET, MOORESTOWN, NJ 08057 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1505 GREENWAY TER, ELM GROVE, WI 53122-1612
- Signed the 990-PF
- WENDY L DULAK, Trustee
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6729629
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $6,791,638
- Income (IRS master file)
- $1,478,800
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,109,573 | $328,233 | $6,791,638 | XML |
| 990-PF | December 2024 | $1,058,214 | $269,566 | $6,010,298 | XML |
| 990-PF | December 2023 | $732,882 | $240,000 | $5,221,650 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-6729629).
Questions about LUTZ FAMILY CHARITABLE TR
- What is the EIN of LUTZ FAMILY CHARITABLE TR?
- The employer identification number (EIN) of LUTZ FAMILY CHARITABLE TR is 27-6729629.
- Is LUTZ FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LUTZ FAMILY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUTZ FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUTZ FAMILY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTZ FAMILY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LUTZ FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LUTZ FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,109,573, expenses of $328,233 and total assets of $6,791,638 at year end.
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All nonprofits in ELM GROVE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations