Nonprofit · EIN 57-0940342
CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION
Tax-exempt · CHESTER, SC 29706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 29, 2024 | 990-PF | $460,409 | $415,160 | $45,249 | $5,563,163 | $0 | $5,563,163 |
Financial details: 990-PF for the year ended February 29, 2024
Revenue
- Contributions, gifts and grants
- $10,000
- Dividends
- $325,267
- Interest
- $2,877
- Net gain from sales of assets
- $121,020
- Other income
- $1,245
Expenses
- Grants and similar amounts paid
- $359,000
- Compensation of officers, directors and key employees
- $10,000
- Disbursements for charitable purposes
- $403,604
- Excise tax on investment income
- $6,217
Balance sheet and other
- Total assets, start of year
- $5,517,914
- Total assets, end of year
- $5,563,163
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,563,163
- Fair market value of assets
- $8,390,256
- Qualifying distributions
- $403,604
- Net investment income
- $450,409
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-PF for the year ended February 29, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA B BISHOP P O BOX 147, CHESTER, SC 29706 | SECRETARYBOARD MEMBER | 20 | $7,000 |
| DEWEY GUYTON P O BOX 147, CHESTER, SC 29706 | PRESIDENT AND BOARD CHAIR | 12 | $1,500 |
| JOAN L GUYTON P O BOX 147, CHESTER, SC 29706 | VPTREASURERBOARD MEMBER | 24 | $1,500 |
| R A OLIPHANT IV P O BOX 147, CHESTER, SC 29706 | 2ND VPBOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 147, CHESTER, SC 29706-0147
- Signed the 990-PF
- DEWEY GUYTON, PRESIDENT
- Website
- WWW.LUTZFOUNDATION.ORG
- Return prepared by
- Accounting Associates LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | Not on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 57-0940342
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,563,163
- Income (IRS master file)
- $673,762
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2024 | $460,409 | $415,160 | $5,563,163 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 57-0940342).
Questions about CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION
- What is the EIN of CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION?
- The employer identification number (EIN) of CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION is 57-0940342.
- Is CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2024.
- Who are the officers and directors of CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION?
- The 990-PF for the year ended February 29, 2024 lists 4 people; 3 received compensation from the organization, the highest $7,000 (SHEILA B BISHOP, SECRETARYBOARD MEMBER).
- How much revenue does CLARENCE H AND ANNA ELIZABETH LUTZ FOUNDATION have?
- On its 990-PF for the year ended February 29, 2024 it reported revenue of $460,409, expenses of $415,160 and total assets of $5,563,163 at year end.
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