LUTZ FAMILY CHARITABLE TR WENDY L DULAK TTEE
ELM GROVE,
Wisconsin,
53122
EIN: 27-6729629
Philanthropy, Voluntarism and Grantmaking Foundations
DEMOGRAPHIC
ADDRESS
1505 GREENWAY TER
53122
COUNTY
waukesha county, WI
ORGANIZATIONAL OVERVIEW & RANKINGS
LUTZ FAMILY CHARITABLE TR WENDY L DULAK TTEE is a based in ELM GROVE, WI, focused on Philanthropy, Voluntarism and Grantmaking Foundations causes , specifically Corporate Foundations. Established in February 2011, it operates as an independent trust and contributions to this organization are tax-deductible .
With total assets of $5,221,650.00, this ranks 88,044 among 2,656,690 nonprofits nationally (Top 4%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 1,871 out of 53,071 organizations in WI (Top 4%).
In waukesha county, WI, the organization ranks 119 out of 3,619 nonprofits by assets (Top 4%), while locally in elm grove, it stands at 6 among 82 organizations (Top 6%).
The organization reported no revenue in the most recent filing period, placing it at 1,818,203 nationally and 40,730 in WI.
Within its specific NTEE classification (T21 - T: Philanthropy, Voluntarism and Grantmaking Foundations), which includes 3,349 similar organizations, LUTZ FAMILY CHARITABLE TR WENDY L DULAK TTEE ranks 448 in assets (Top 14%) and 1,124 in revenue (Top 34%).
The organization files a 990 - Not required to file(all other) and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
T: Philanthropy, Voluntarism and Grantmaking Foundations
NTEE CODE
T21: Corporate Foundations
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
6: $1,000,000 to $4,999,999
INCOME AMOUNT
$1,193,385.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
02/2011
ASSET CODE
7: $5,000,000 to $9,999,999
ASSET AMOUNT
$5,221,650.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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