THE ARTHUR LUTZ FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE ARTHUR LUTZ FOUNDATION (EIN 20-1737789)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-17
- IRS object ID
- 201730769349100013
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-17T14:44:25-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D S YADAV CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4536 NE 42ND AVE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972181604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201737789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARTHUR LUTZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 5033300654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 689 SW STEPHENSON ST | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR LUTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5033300654 | PhoneNum |
| Signature | 2017-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D S YADAV CPA | PreparerPersonNm |
| Phone | 5032885421 | PhoneNum |
| Preparation | 2017-03-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.168.248.72 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-17 | IPDt |
| IP Tm | 14:44:15 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 020375A9E75933C76AB5015211D8D840BFC19751 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 020375A9E75933C76AB5015211D8D840BFC19751 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,533 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,815 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,774 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,653 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $15,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,774 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,653 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,076 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,292 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,843 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $571,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$567,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,653 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,064 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,986 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $354,729 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $156,700 | CorporateBondsBOYAmt |
| Other Investments BOY | $11,291 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $5,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,649 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Total Assets BOY | $563,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | -$4,218 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | -$4,218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $567,988 | UnrestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $567,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $563,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VARIOUS MORGAN STANLEY LT TRADES | P | 2012-01-10 | 2016-11-30 | $207,819 | $0 | $220,865 | -$13,046 | $0 | $0 | $0 | -$13,046 |
| VARIOUS MORGAN STANLEY LT TRADES | P | 2012-01-09 | 2016-11-14 | $53,419 | $0 | $41,293 | $12,126 | $0 | $0 | $0 | $12,126 |
| VARIOUS MORGAN STANLEY ST TRADES | P | 2016-02-17 | 2016-12-01 | $478,044 | $0 | $477,286 | $758 | $0 | $0 | $0 | $758 |
| UBS E-TRACS ALER | P | 2016-02-18 | 2016-12-18 | $8,376 | $0 | $6,481 | $1,895 | $0 | $0 | $0 | $1,895 |
| VARIOUS MORGAN STANLEY LT TRADES | P | 2013-10-29 | 2016-06-28 | $123,374 | $0 | $123,333 | $41 | $0 | $0 | $0 | $41 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,653 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,904 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $587,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,980 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $603,304 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $579,878 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047941 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,687 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $518,421 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049549 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $488,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051322 | DistributionYr5Rt |
| Total Distribution | 0.272983 | TotalDistributionRt |
| Average Distribution | 0.054597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $315,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,208 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,226 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $571,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2006-01-26 | RulingLetterDt |
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18 | SubtotalAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $18 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR A LUTZ | IndividualWithBooksNm |
| Phone | 5033300654 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 689 SW STEPHENSON ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARTHUR A LUTZ | ||||||||
| 689 SW STEPHENSON ST | Portland | OR | 97219 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROL ANN LUTZ | ||||||||
| 10020 SW MORRISON ST | PORTLAND | OR | 97225 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KEVIN KERSTIENS | ||||||||
| 6573 SW ALDEN ST | PORTLAND | OR | 97223 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID CALE | ||||||||
| 2197 NW MAIER LANE | ALBANY | OR | 97321 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM SHERWOOD | ||||||||
| 850 KUNTZ DRIVE NW | ALBANY | OR | 97321 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICK MIKESELL | ||||||||
| 1450 N ALBANY RD NW | ALBANY | OR | 97321 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GEORGE FOX SEMINARY - TO HELP THE SEMINARY IN PROVIDINGSCOLARSHIP GRANTS TO THE SEMINARY STUDENTS. | Description1Txt |
| Expenses1 | $267,117 | Expenses1Amt |
| Description2 | PROVIDENCE ST VINCENT HOSPITAL FOUNDATION - TO PROVIDEMEDICAL SERVICES | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | BOYS AND GIRLS AID - TO PROVIDE MULTIPLE SERVICES TO THEPOOR AND DISENFRANCHISED YOUTH IN OREGON. | Description3Txt |
| Expenses3 | $100,000 | Expenses3Amt |
| Description4 | PORTLAND RESCUE MISSIONPROVIDING SERVICES TO HOMELESS | Description4Txt |
| Expenses4 | $75,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $319,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $319,979 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $319,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $315,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $15,741 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,741 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $571,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $571,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $571,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,309 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr2 | $36,383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $571,225 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $571,225 | RemainingDistriFromCorpusAmt |
| Total Corpus | $645,571 | TotalCorpusAmt |
| Taxable2 | $29,309 | Taxable2Amt |
| Undistributed Income CY | $15,741 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $645,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $36,383 | ExcessFromYear2Amt |
| Excess From Year1 | $37,963 | ExcessFromYear1Amt |
| Excess From Current Year | $571,225 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR A LUTZ | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE ARTHUR LUTZ FOUNDATION | |||||||
| 689 SW STEPHENSON ST | Portland | OR | 97219 | 5033300654 | A LETTER LISTING - PROJECT SUMMARY, MISSION STATEMENT, DETAILED PROGRAM BUDGET, | NO DEADLINES. APPLICATIONS RECEIVED ARE CONSIDERED BY THE BOARD AT THE NEXT | NO GEOGRAPHICAL OR OTHER RESTRICTIONS. |
| ARTHUR A LUTZ | |||||||
| 10020 SW MORRISON ST | PORTLAND | OR | 97225 | 5033300654 | GOALS & OBJECTIVES, CURRENT STATUS OF PROJECT, SUSTAINABILITY PLAN, AND LIST OF OTHER COLLABORATING ORGANIZATIONS. | SCHEDULED BOARD MEETING. | SEE ATTACHED COPY OF GRANTMAKING GUIDELINES. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| GEORGE FOX SEMINARY | |||||||
| 12753 SW 68TH 278 | PORTLAND | OR | 97223 | DONE | Scholarship grantsTo provideto Seminary students. | $267,116 | |
| PROVIDENCE ST VINCENT FOUNDATION | |||||||
| 9205 SW BARNES RD | Portland | OR | 97225 | DONE | CARE AT ITS CENTERSTO ENHANCE QUALITY HEALTH | $100,000 | |
| BOYS AND GIRLS AID SOCIETY OF OREGON | |||||||
| 018 SW BOUNDRY COURT | Portland | OR | 97239 | DONE | to thee poor and disenfranchisedTo provide multiple servicesyouth in Oregon | $100,000 | |
| PORTLAND RESCUE MISSION | |||||||
| PO BOX 3713 | Portland | OR | 97208 | DONE | AND SERVICES TOPROVIDING HOT MEALSHOMELESS | $75,000 | |
| IGNITE THE WORLD MINISTRIES | |||||||
| PO BOX 230311 | TIGARD | OR | 97281 | DONE | TO TRAIN EVAGALISTSTO PROMOTE GOSPELANDAND PASTORS | $26,250 | NONE |
| ALBANY HIGH SCHOOL | |||||||
| 1130 QUEEN AVE | Albany | OR | 97321 | DONE | ACTIVITIES FORTO PROMOTE SCHOOLTHE YOUTH | $1,000 | NONE |
| JOSEPH MCROBERT EDUCATION FUND | |||||||
| 3521 SW WREN ST | Lake Oswego | OR | 97034 | DONE | FOR PERSONAL HARDSHIPFINANCIAL ASSISTANCE | $1,500 | NONE |
| UNIVERSITY OF PUGET SOUND | |||||||
| 150 N WARNER ST | Tacoma | WA | 98416 | DONE | ACTIVITIES AT THETO PROMOTE EDUCATIONALUNIVERSITY | $359 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,533 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,815 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,348 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,348 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME ON SAVINGS ACCOUNT WAS USED TOWARDS PAYMENTS FOR |
| 3 | FOUNDATIONS CHARITABLE ACTIVITIES. |
| 4 | DIVIDEND INCOME FROM TEMPORARY INVESTMENTS WAS USED TOWARDS PAYMENTS |
| 4 | FOR FOUNDATION CHARITABLE ACTIVITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| HP 7410 ALL-IN-ONE PRINTER | 2005-01-06 | $500 | $500 | SL | 5.00 |
| HP IPAQ 4705 POCKET PC | 2005-01-13 | $650 | $650 | SL | 5.00 |
| QUICKBOOKS SOFTWARE | 2005-02-08 | $410 | $410 | SL | 3.00 |
| ANTI-VIRUS SOFTWARE | 2005-03-11 | $50 | $50 | SL | 3.00 |
| COMPUTER/KEYBOARD/ROUTER | 2006-03-09 | $2,160 | $2,160 | 200DB | 5.00 |
| DELL PRINTER | 2006-10-25 | $374 | $374 | 200DB | 5.00 |
| ROTARY PAPER TRIMMER/CUTTER | 2006-10-31 | $120 | $120 | 200DB | 7.00 |
| SOFTWARE | 2006-06-28 | $72 | $72 | SL | 3.00 |
| LCD SCREEN & PROJECTOR | 2007-08-01 | $1,313 | $1,313 | 200DB | 5.00 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| HP 7410 ALL-IN-ONE PRINTER | $500 | $500 |
| HP IPAQ 4705 POCKET COMPUTER | $650 | $650 |
| QUICKBOOKS SOFTWARE | $410 | $410 |
| ANTI VIRUS SOFTWARE | $50 | $50 |
| COMPUTER/KEYBOARD/ROUTER | $2,160 | $2,160 |
| SOFTWARE | $72 | $72 |
| DELL PRINTER | $374 | $374 |
| ROTARY PAPER TRIMMER/CUTTER | $120 | $120 |
| LCD SCREEN & PROJECTOR | $1,313 | $1,313 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER FEE - INVESTMENT EXP | Desc |
| Revenue And Expenses Per Books | $4,843 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ANNUAL FILING FEE | $484 |
| FOREIGN TAX WITHHELD FROM DIVIDENDS | $199 |
| ADMIN & FILING FEE | $609 |