LENZ EDWARD AND JUNE CHAR TR 71504
$919K
Total Assets (2023)
$844K
Avg Yearly Giving (2023–2023)
$844K
Giving on File
(1 yr)
(1 yr)
13
Grants on File
$65K
Avg Grant Size
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
LENZ ED JUNE CH TR BMO HARRIS BAN
Phone
3124615154
Deadlines
N/A
How to Apply
THE LENZ ED & JUNE CHAR TR. MAKES DISTRIBUTIONS FOR CHARITAB LE, EDUCATIONAL, RELIGIOUS, LITERARY, AND SCIENTIFIC PURPOSES. PROPOSA LS MAY BE SUBMITTED AT ANY TIME IN WRITING TO THE LENZ ADMINISTRATOR.
Restrictions
N/A
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $2.3M | $164K | N/A |
| 2020 | N/A | $2.6M | $73K | N/A |
| 2021 | N/A | $2.6M | $287K | N/A |
| 2023 | $844K | $919K | $161K | 13 |
Grant Size Distribution
Based on 13 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$39K
Average
$65K
75th Pctl
$61K
Maximum
$365K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BMO HARRIS BANK N A | TRUSTEE | $29K |
| BMO BANK N A | TRUSTEE | $16K |
Grants Awarded (13 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| VILLAGE OF PARDEEVILLE | PARDEEVILLE, WI | $365,000 | GENERAL OPERATING PURPOSES | 2023 |
| Boys & Girls Clubs of West Central | Tomah, WI | $150,000 | PROGRAM SUPPORT | 2023 |
| CITY OF PORTAGE | PORTAGE, WI | $97,345 | PROGRAM SUPPORT | 2023 |
| PORTAGE YOUTH BASEBALL CLUB | PORTAGE, WI | $61,326 | GENERAL OPERATING PURPOSES | 2023 |
| CANOPY CENTER INC | MADISON, WI | $50,000 | PROGRAM SUPPORT | 2023 |
| PORTAGE TOUCHDOWN CLUB INC | PORTAGE, WI | $40,000 | PROGRAM SUPPORT | 2023 |
| GREATER PORTAGE YOUTH EDUCATION FDN | PORTAGE, WI | $38,842 | GENERAL OPERATING PURPOSES | 2023 |
| PORTAGE RECOVERY CENTER INC | PORTAGE, WI | $25,000 | PROGRAM SUPPORT | 2023 |
| NATIONAL SOCIETY OF COLONIAL DAMES | PORTAGE, WI | $10,000 | GENERAL OPERATING PURPOSES | 2023 |
| KINSHIP MENTORING OF COLUMBIA COUNTY | PORTAGE, WI | $2,500 | PROGRAM SUPPORT | 2023 |
| POSITIVELY PORTAGE - PACCT | PORTAGE, WI | $2,000 | PROGRAM SUPPORT | 2023 |
| PORTAGE CURLING ASSOCIATION INC | PORTAGE, WI | $1,000 | GENERAL OPERATING PURPOSES | 2023 |
| ARLINGTON CURLING CLUB INC | ARLINGTON, WI | $1,000 | PROGRAM SUPPORT | 2023 |