MARSHALL G LUTZ FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL G LUTZ FOUNDATION (EIN 36-7336429)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2012-12-03
- IRS object ID
- 201223389349100157
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Dissolution Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-03T16:50:26-06:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELTMAN BERNFIELD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 E HALF DAY ROAD SUITE 250 | AddressLine1 |
| City | BUFFALO GROVE | City |
| State | IL | State |
| ZIP Code | 600898806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367336429 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL G LUTZ FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARS | NameControl |
| Phone | 7737777600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 N CICERO | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60641 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL R LUTZ | Name |
| Title | TRUSTEE | Title |
| Phone | 7737777600 | Phone |
| Date Signed | 2012-10-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID SIMON | Name |
| Phone | 8479410100 | Phone |
| Date Prepared | 2012-12-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | X | FinalReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 0 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 17 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17 | InterestOnSavingsNetInvstIncm |
| Total Revenue And Expenses | 17 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 241 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1262 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3003 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 203565 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 203565 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 206568 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 203565 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -206551 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 132519 | CashBOY |
| Savings And Temp Cash Invst BOY | 72644 | SavingsAndTempCashInvstBOY |
| Other Assets BOY | 1458 | OtherAssetsBOY |
| Total Assets BOY | 206621 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 70 | AccountsPayableBOY |
| Total Liabilities BOY | 70 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 206551 | UnrestrictedBOY |
| Total Net Assets BOY | 206551 | TotalNetAssetsBOY |
| Total Net Assets EOY | 0 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 206621 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 0 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 206551 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -206551 | ExcessOfRevenueOverExpenses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1004982 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 603203 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.666076 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1546058 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2112931 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.731712 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58851 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2619880 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.022463 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 628143 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2853672 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.220117 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 117590 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2309722 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050911 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.691279 | TotalDistributionRatio |
| Average Distribution Ratio | 0.538256 | AverageDistributionRatio |
| Net Noncharitable Assets | 97260 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 52351 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 52351 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 203565 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 1217 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1217 | TotalCreditsAndPayments |
| Overpayment | 1217 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1217 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | true | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID SIMON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8479410100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 E HALF DAY ROAD | AddressLine1 |
| City | BUFFALO GROVE | City |
| State | IL | State |
| ZIP Code | 60089 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRUCE LUTZ | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7803 CAMINO DEL ENCINA | AddressLine1 |
| City | REDDING | City |
| State | CA | State |
| ZIP Code | 96001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 3.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 98741 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 98741 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 98741 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1481 | CashDeemedCharitable |
| Net Noncharitable Assets | 97260 | NetNoncharitableAssets |
| Minimum Investment Return | 4863 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4863 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 4863 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4863 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4863 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 203565 | ExpensesAndContributions |
| Qualifying Distributions | 203565 | QualifyingDistributions |
| Adj Qualifying Distributions | 203565 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4863 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 319087 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 1441295 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 974858 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2735240 | TotalExcessDistriCarryover |
| Qualifying Distributions | 203565 | QualifyingDistributions |
| Applied To Current Year | 4863 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 198702 | RemainingDistriFromCorpus |
| Total Corpus | 2933942 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2933942 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 319087 | ExcessFromYear4 |
| Excess From Year2 | 1441295 | ExcessFromYear2 |
| Excess From Year1 | 974858 | ExcessFromYear1 |
| Excess From Current Year | 198702 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||
| 2200 CENTURY PKWY NE | ATLANTA | GA | 30345 | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| MERCY FOUNDATION NORTH | |||||
| 2400 WASHINGTON AVENUE | REDDING | CA | 96001 | TO FURTHER CHARITABLE PURPOSE | $150,000 |
| BOULDER CREEK BOOSTER CLUB | |||||
| 4636 W CROSSWATER WAY | ANTHEM | AZ | 85086 | TO FURTHER CHARITABLE PURPOSE | $32,000 |
| ALYSSA ARAIZA WINGS OF ANGELS | |||||
| 6907 WEEKS ROAD | REDDING | CA | 96002 | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| GOOD NEWS RESCUE MISSION | |||||
| 3100 SOUTH MARKET STREET | REDDING | CA | 96001 | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| HAVEN HUMANE SOCIETY | |||||
| PO BOX 992202 | REDDING | CA | 96099 | TO FURTHER CHARITABLE PURPOSE | $2,500 |
| TURTLE BAY EXPLORATION PARK | |||||
| 1335 ARBORETUM DRIVE | REDDING | CA | 96003 | TO FURTHER CHARITABLE PURPOSE | $5,000 |
| LANCE ARMSTRONG FND | |||||
| 2201 E SIXTH STREET | AUSTIN | TX | 78702 | TO FUTHER CHARITABLE PURPOSE | $1,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 203565 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,500 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRUCE LUTZ | PersonName |
Dissolution Stmt DissolutionStmt
Dissolution Info DissolutionInfo
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL G LUTZ FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | MARSHALL G LUTZ FOUNDATION | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 N CICERO AVENUE | AddressLine1 |
| Address Line2 | 3435 N CICERO AVENUE | AddressLine2 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60641 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TERMINATION OF TRUST | Explanation |
| Dissolution | $1,217 | DissolutionAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX OVERPAYMENT | Description |
| BOY Book Value | 1458 | BOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| ILLINOIS ANNUAL REPORT | 115 |
| MISCELLANEOUS | 1147 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $241 | Amount |