Nonprofit · EIN 04-2103885
EVELYN LILLY LUTZ FOUNDATION
Tax-exempt · BEVERLY, MA 01915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $842,146 | $1,045,311 | -$203,165 | $13,492,668 | $23,022 | $13,469,646 |
| December 31, 2023 | 990 | $465,174 | $400,743 | $64,431 | $12,905,351 | $0 | $12,905,351 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $842,146
- Net gain from sales of assets
- $456,562
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $642,719
- Other salaries and wages
- $20,000
- Salaries, compensation and benefits (total)
- $21,531
- Professional fundraising fees
- $0
- Legal fees
- $6,800
- Travel
- $1,850
- Program services (functional)
- $1,032,573
- Management and general (functional)
- $12,738
Balance sheet and other
- Total assets, start of year
- $12,905,351
- Total assets, end of year
- $13,492,668
- Total liabilities, end of year
- $23,022
- Net assets, end of year
- $13,469,646
- Gross receipts
- $842,146
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1949
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN A BARRAND | TRUSTEE Trustee or director | 0 | $0 |
| SUZANNE F GRAVES | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JAY BOTHWICK | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRANCIS CLEARY | TRUSTEE Trustee or director | 0 | $0 |
| JOHN KNOWLES | TREASURER Trustee or director, Officer | 1 | $0 |
| JEFFREY RUBEL | TRUSTEE Trustee or director | 0 | $0 |
| LOUIS TRAMONTOZZI | TRUSTEE Trustee or director | 0 | $0 |
| ERIN HEISKELL | TRUSTEE Trustee or director | 0 | $0 |
| KATRINA SANDERS | TRUSTEE Trustee or director | 0 | $0 |
| GEORGE BAZYLEWICZ | MEMBER Trustee or director | 0 | $0 |
| RONALD NEWMAN | MEMBER Trustee or director | 0 | $0 |
| JOSEPH HALEY | MEMBER Trustee or director | 0 | $0 |
| MARK ALLARA | MEMBER Trustee or director | 0 | $0 |
| JAMES CHAFEY | MEMBER Trustee or director | 0 | $0 |
| FORRESTER CLARK | MEMBER Trustee or director | 0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HENRY FRISSORA | MEMBER Trustee or director | 0 | $0 |
| PETER HERSEE | MEMBER Trustee or director | 0 | $0 |
| DANIEL MCCULLOUGH | MEMBER Trustee or director | 0 | $0 |
| GILBERT NORWOOD | MEMBER Trustee or director | 0 | $0 |
| HUGH O'FLYNN | MEMBER Trustee or director | 0 | $0 |
| JAMES O'HOLLERAN | MEMBER Trustee or director | 0 | $0 |
| KIM PERRYMAN | MEMBER Trustee or director | 0 | $0 |
| JAGRUTI PATEL | MEMBER Trustee or director | 0 | $0 |
| RICHARD RUSSELL | MEMBER Trustee or director | 0 | $0 |
| JONATHAN SCHREIBER | MEMBER Trustee or director | 0 | $0 |
| DAVID SMAIL | MEMBER Trustee or director | 0 | $0 |
| CARL SODERLAND | MEMBER Trustee or director | 0 | $0 |
| MAHESH PATEL | MEMBER Trustee or director | 0 | $0 |
| TOM SANDS | TRUSTEE Trustee or director | 0 | $0 |
| WILLIAM HEINEMAN | MEMBER Trustee or director | 0 | $0 |
| JOHN PAYSON | MEMBER Trustee or director | 0 | $0 |
| WILLIAM MEAD | MEMBER Trustee or director | 0 | $0 |
| STEVEB DISALVO | MEMBER Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 33 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN A BARRAND | MEMBER Trustee or director | 0 | $0 |
| SUZANNE F GRAVES | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JAY BOTHWICK | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRANCIS CLEARY | MEMBER Trustee or director | 0 | $0 |
| JOHN KNOWLES | TREASURER Trustee or director, Officer | 1 | $0 |
| JEFFREY RUBEL | TRUSTEE Trustee or director | 0 | $0 |
| LOUIS TRAMONTOZZI | TRUSTEE Trustee or director | 0 | $0 |
| ERIN HEISKELL | TRUSTEE Trustee or director | 0 | $0 |
| KATRINA SANDERS | TRUSTEE Trustee or director | 0 | $0 |
| GEORGE BAZYLEWICZ | MEMBER Trustee or director | 0 | $0 |
| RONALD NEWMAN | MEMBER Trustee or director | 0 | $0 |
| JOSEPH HALEY | MEMBER Trustee or director | 0 | $0 |
| MARK ALLARA | MEMBER Trustee or director | 0 | $0 |
| JAMES CHAFEY | MEMBER Trustee or director | 0 | $0 |
| FORRESTER CLARK | MEMBER Trustee or director | 0 | $0 |
| HENRY FRISSORA | MEMBER Trustee or director | 0 | $0 |
| PETER HERSEE | MEMBER Trustee or director | 0 | $0 |
| DANIEL MCCULLOUGH | MEMBER Trustee or director | 0 | $0 |
| GILBERT NORWOOD | MEMBER Trustee or director | 0 | $0 |
| HUGH O'FLYNN | MEMBER Trustee or director | 0 | $0 |
| JAMES O'HOLLERAN | MEMBER Trustee or director | 0 | $0 |
| KIM PERRYMAN | MEMBER Trustee or director | 0 | $0 |
| JAGRUIT PATEL | MEMBER Trustee or director | 0 | $0 |
| RICHARD RUSSELL | MEMBER Trustee or director | 0 | $0 |
| JONATHAN SCHREIBER | MEMBER Trustee or director | 0 | $0 |
| DAVID SMAIL | MEMBER Trustee or director | 0 | $0 |
| CARL SODERLAND | MEMBER Trustee or director | 0 | $0 |
| MAHESH PATEL | TRUSTEE Trustee or director | 0 | $0 |
| TOM SANDS | TRUSTEE Trustee or director | 0 | $0 |
| WILLIAM HEINEMAN | MEMBER Trustee or director | 0 | $0 |
| JON PAYSON | MEMBER Trustee or director | 0 | $0 |
| WILLIAM MEAD | MEMBER Trustee or director | 0 | $0 |
| STEVEB DISALVO | MEMBER Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 CUMMINGS CTR STE 6500, BEVERLY, MA 01915-6234
- In care of
- % BEVERLY HOPSITAL
- Principal officer (990 for 2024)
- SUZANNE F GRAVES, 83 HERRICK STREET SUITE 1003, BEVERLY, MA 01915
- Signed the 990
- SUZANNE F GRAVES, PRESIDENT
- Phone
- (978) 236-1654
- Return prepared by
- GORTON & COMPANY PC
Mission
THE FOUNDATION IS ENGAGED IN SUPPORTING AND ENCOURAGING MEDICAL RESEARCH AND CONTINUING EDUCATION IN CONNECTION WITH BEVERLY HOSPITAL, MASSACHUSETTS.
Program accomplishments
- MEDICAL EDUCATION AND RESEARCHExpenses $1,032,573 · grants $642,719
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2103885
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1949
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $13,492,668
- Income (IRS master file)
- $842,146
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $842,146 | $1,045,311 | $13,492,668 | IRS |
| 990 | December 2023 | $465,174 | $400,743 | $12,905,351 | XML |
| 990 | December 2022 | $364,444 | $291,593 | $11,459,898 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2103885).
Questions about EVELYN LILLY LUTZ FOUNDATION
- What is the EIN of EVELYN LILLY LUTZ FOUNDATION?
- The employer identification number (EIN) of EVELYN LILLY LUTZ FOUNDATION is 04-2103885.
- Is EVELYN LILLY LUTZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to EVELYN LILLY LUTZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does EVELYN LILLY LUTZ FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVELYN LILLY LUTZ FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVELYN LILLY LUTZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EVELYN LILLY LUTZ FOUNDATION?
- The 990 for the year ended December 31, 2024 names SUZANNE F GRAVES.
- Who are the officers and directors of EVELYN LILLY LUTZ FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 33 people; 0 received compensation from the organization.
- How much revenue does EVELYN LILLY LUTZ FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $842,146, expenses of $1,045,311 and total assets of $13,492,668 at year end.
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