The Lutz Fund in Greenwich, Connecticut (CT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Connecticut
| The Lutz Fund | |
| Employer Identification Number (EIN) | 061157226 |
| Name of Organization | The Lutz Fund |
| Address | 112 Patterson Ave, Greenwich, CT 06830-4622 |
| Activities | Gifts, grants, or loans to other organizations, Non financial services of facilities to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $279,495 |
| Amount of Income | $23,657 |
| Form 990 Revenue Amount | $19,444 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $22,262 | $22,262 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $502 | |||
| Dividends and interest from securities | $21,744 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $16 | |||
| Total expenses and disbursements | $29,723 | $223 | $0 | $29,723 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $223 | $223 | $223 | |
| Contributions, gifts, grants paid | $29,500 | |||
| Excess of revenue over expenses and disbursements | $-7,461 | |||
| Net investment income | $22,039 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $279,850 | $710,403 |
| Cash - non-interest-bearing | $110,406 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $169,444 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $24,223 | |
| Mortgages and other notes payable | $0 | |
| Other | $24,223 | |
| Total liabilities and net assets/fund balances | $255,656 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $220 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $220 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $730,190 |
| Net value of noncharitable-use assets | $719,240 |
| Minimum investment return | $35,962 |
| Distributable Amount (for 2012) | |
| Distributable amount | $35,739 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $35,739 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Katherine Forest Crafts Foundation Inc | 19 Smiths Neck Rd, Old Lyme, CT 06371-2618 | CT | 1985-08 | $8,659 |
| 2 | The Kennedy Center Auxiliary Inc | 2440 Reservoir Avenue, Trumbull, CT 06611 | CT | 1981-01 | $0 |
| 3 | The Kent Volunteer Fire Department Inc | PO BOX 355, Kent, CT 06757-0355 | CT | 1990-04 | $605,695 |
| 4 | The King Street Volunteer Fire Company Inc | 171 S King St, Danbury, CT 06811-3541 | CT | 1991-09 | $282,793 |
| 5 | The Korean Language And Cultural Education Institute Incorporated, Klcei | PO BOX 260150, Hartford, CT 06126-0150 | CT | 2009-08 | $29,265 |
| 6 | The Land Trust Of Danbury Inc | PO BOX 32, Danbury, CT 06813-0032 | CT | 1972-01 | $72,188 |
| 7 | The Last Green Valley Inc | PO BOX 29, Danielson, CT 06239-0029 | CT | 1996-06 | $867,502 |
| 8 | The Laverack Family Foundation | C/O Andersen Tax Llc 1700 East, Old Greenwich, CT 06870 | CT | 2003-01 | $462,863 |
| 9 | The Licia & Mason Beekley Community Library Inc | PO BOX 247, New Hartford, CT 06057-0247 | CT | 1984-07 | $509,198 |
| 10 | The Lions Club Of Groton Inc | PO BOX 1925, Groton, CT 06340-1925 | CT | 2006-01 | $31,054 |
| 11 | The Lutz Fund | 112 Patterson Ave, Greenwich, CT 06830-4622 | CT | 1986-05 | $23,657 |
| 12 | The Lyman B Brainerd Family Foundation Inc | 33 Riverside Rd, Simsbury, CT 06070-2514 | CT | 1994-01 | $152,024 |
| 13 | The Lyme Fire Company Incorporated | 213 Hamburg Rd, Lyme, CT 06371-3419 | CT | 1999-01 | $144,595 |
| 14 | The Madison Chamber Of Commerce | PO BOX 70536920, Madison, CT 06443 | CT | 1984-10 | $132,793 |
| 15 | The Manchester Police Activities League Inc | 239 Middle Tpke E, Manchester, CT 06040-4206 | CT | 1998-12 | $132,296 |
| 16 | The Mann Family Foundation | 777 Summer St Ste 503, Stamford, CT 06901-1022 | CT | 1987-03 | $100,000 |
| 17 | The Marion L Dailey Foundation | 247 Hamilton Ave Apt 3, Stamford, CT 06902-3484 | CT | 1988-02 | $36,790 |
| 18 | The Mark R Fusco Foundation Inc | 555 Long Wharf Dr, New Haven, CT 06511-6107 | CT | 1985-04 | $26,231 |
| 19 | The Mary Wade Home Incorporated | 118 Clinton Ave, New Haven, CT 06513-3100 | CT | 1934-06 | $13,929,811 |
| 20 | The Masonic Building Corporation | 23 Bunny Rd, Preston, CT 06365-8705 | CT | 2010-03 | $23,464 |
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