LUCRETIA PHILANTHROPIC FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: LUCRETIA PHILANTHROPIC FOUNDATION INC (EIN 20-3964837)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201331339349101538
Schema version: 2012v2.1
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
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T13:51:24-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	043331893	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KENNETH FREED & CO CPA'S	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	396 COMMONWEALTH AVENUE	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02215	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	203964837	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE LUCRETIA PHILANTHROPIC FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	LUCR	NameControl
Phone	6179283408	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 BRIDGE STREET NO 200	AddressLine1
City	NEWTON	City
State	MA	State
ZIP Code	02458	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PAM SOLO	Name
Title	ASSISTANT TREASURER	Title
Phone	6179283408	Phone
Date Signed	2013-05-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KENNETH FREED CPA	Name
PTIN	P00161267	PTIN
Phone	6174241100	Phone
Date Prepared	2013-05-06	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	18849062	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1000000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	375	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	375	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	341722	DividendsRevAndExpnss
Dividends Net Invst Incm	341722	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-86403	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1568906	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1255694	TotalRevenueAndExpenses
Total Net Investment Income	342097	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	3225	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1500	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	1725	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	30653	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	30653	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	12855	TaxesRevAndExpnss
Taxes Net Invst Incm	6781	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	200	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	200	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	46933	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	38934	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1925	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	908200	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	908200	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	955133	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	38934	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	910125	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	300561	ExcessOfRevenueOverExpenses
Net Investment Income	303163	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1218350	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1519323	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1519323	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	14377321	InvestmentsOtherBOY
Investments Other EOY	14353907	InvestmentsOtherEOY
Investments Other EOYFMV	17298151	InvestmentsOtherEOYFMV
Other Assets BOY	8586	OtherAssetsBOY
Other Assets EOY	31588	OtherAssetsEOY
Other Assets EOYFMV	31588	OtherAssetsEOYFMV
Total Assets BOY	15604257	TotalAssetsBOY
Total Assets EOY	15904818	TotalAssetsEOY
Total Assets EOYFMV	18849062	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	15604257	CapitalStockBOY
Capital Stock EOY	15904818	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	15604257	TotalNetAssetsBOY
Total Net Assets EOY	15904818	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	15604257	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	15904818	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	15604257	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	300561	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	15904818	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	15904818	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
SALES OF PUBLICLY-TRADED SECURITIES	1459416	1655309	-195893	-195893
CAPITAL GAINS DIVIDENDS	109490		109490	109490	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-86403	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	902275	QualifyingDistributionsYear1
Noncharitable Assets Year1	17965590	NoncharitableAssetsYear1
Distribution Ratio Year1	0.050222	DistributionRatioYear1
Qualifying Distributions Year2	740790	QualifyingDistributionsYear2
Noncharitable Assets Year2	17126144	NoncharitableAssetsYear2
Distribution Ratio Year2	0.043255	DistributionRatioYear2
Qualifying Distributions Year3	709970	QualifyingDistributionsYear3
Noncharitable Assets Year3	12896253	NoncharitableAssetsYear3
Distribution Ratio Year3	0.055052	DistributionRatioYear3
Qualifying Distributions Year4	435155	QualifyingDistributionsYear4
Noncharitable Assets Year4	8936296	NoncharitableAssetsYear4
Distribution Ratio Year4	0.048695	DistributionRatioYear4
Qualifying Distributions Year5	347273	QualifyingDistributionsYear5
Noncharitable Assets Year5	6275245	NoncharitableAssetsYear5
Distribution Ratio Year5	0.055340	DistributionRatioYear5
Total Distribution Ratio	0.252564	TotalDistributionRatio
Average Distribution Ratio	0.050513	AverageDistributionRatio
Net Noncharitable Assets	17604217	NetNoncharitableAssets
Adjusted Noncharitable Assets	889242	AdjustedNoncharitableAssets
One Percent Net Investment Income	3032	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	892274	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	910125	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	3032	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	3032	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	3032	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	7500	EstTaxPaymentsAndOverpayment
Total Credits And Payments	7500	TotalCreditsAndPayments
Overpayment	4468	Overpayment
Amount Credited To Next Year	4468	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	DE	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6179283408	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 BRIDGE STREET NO 200	AddressLine1
City	NEWTON	City
State	MA	State
ZIP Code	02458	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
SARAH LUTZ
211 WEST 11TH STREET	NEW YORK	NY	10014	PRESIDENT	1.00	0	0	0
SARAH LUTZ
211 WEST 11TH STREET	NEW YORK	NY	10014	SECRETARY	1.00	0	0	0
PAM SOLO
1 BRIDGE STREET SUITE 200	NEWTON	MA	02458	ASSISTANT SECRETARY	1.00	0	0	0
SARAH LUTZ
211 WEST 11TH STREET	NEW YORK	NY	10014	TREASURER	1.00	0	0	0
PAM SOLO
1 BRIDGE STREET SUITE 200	NEWTON	MA	02458	ASSISTANT TREASURER	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	16607259	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1233455	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	31588	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	17872302	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	17872302	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	268085	CashDeemedCharitable
Net Noncharitable Assets	17604217	NetNoncharitableAssets
Minimum Investment Return	880211	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	880211	MinimumInvestmentReturn
Tax Based On Investment Income	3032	TaxBasedOnInvestmentIncome
Total Tax	3032	TotalTax
Distributable Amount Before Adj	877179	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	877179	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	877179	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	910125	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	910125	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	3032	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	907093	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	877179	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	15289	ExcessDistriCarryoverYear3
Excess Distri Carryover Year1	11437	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	26726	TotalExcessDistriCarryover
Qualifying Distributions	910125	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	877179	AppliedToCurrentYear
Remaining Distri From Corpus	32946	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	59672	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	59672	ExcessDistriCyovToNextYear
Excess From Year3	15289	ExcessFromYear3
Excess From Year1	11437	ExcessFromYear1
Excess From Current Year	32946	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	SARAH LUTZ	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ADELANTE FOUNDATION
PO BOX 4473	ENGLEWOOD	CO	80113	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$1,000
BALLET HISPANICO OF NEW YORK INC
167 WEST 89TH STREET	NEW YORK	NY	10024	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$5,000
CHELSEA DAY SCHOOL INC
319 FIFTH AVENUE	NEW YORK	NY	10016	N/A	PUBLIC CHARITY (A SC	GENERAL SUPPORT	$1,000
COMMON GROUND COMMUNITY
14 EAST 28TH STREET	NEW YORK	NY	10016	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$120,000
COMMUNITY SOLUTIONS INC
14 EAST 28TH STREET PH	NEW YORK	NY	10016	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$175,000
DOCTORS WITHOUT BORDERS
ATTN MS SARAH MCGOWEN 333 7TH AVE	NEW YORK	NY	10001	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$175,000	2ND FLR
EPIPHANY MAGAZINE INC
71 BEDFORD STREET	NEW YORK	NY	10014	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$1,000
FINE ARTS WORK CENTER IN PROVINCETOWN INC
24 PEARL STREET	PROVINCETOWN	MA	02657	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$1,000
FOUNDATION FOR NATIONAL PROGRESS (DBA MOTHER JONES MAGAZINE)
222 SUTTER STREET SUITE 600	SAN FRANCISCO	CA	94108	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$7,000
GO PROJECT
86 FOURTH AVENUE	NEW YORK	NY	10003	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$12,500
GREENWICH HOUSE INC
224 EST 30TH STREET NO 302	NEW YORK	NY	10001	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$3,900
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE STE 1400	NEW YORK	NY	10022	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$10,000
LUNG CANCER RESEARCH FOUNDATION
845 THIRD STREET	NEW YORK	NY	10022	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$2,000
MASSACHUSETTS COLLEGE OF ART
621 HUNTINGTON AVENUE	BOSTON	MA	02115	N/A	PUBLIC CHARITY (A SC	GENERAL SUPPORT	$10,000
NEW YORK CITY BALLET INC
20 LINCOLN CENTER	NEW YORK	NY	100236580	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$15,000
PAYOMET PERFORMING ARTS CHARITABLE TRUST
PO BOX 1202	TRURO	MA	02666	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$2,000
POETS & WRITERS INC
90 BROAD STREET	NEW YORK	NY	10004	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$1,000
PROVINCETOWN AIDS SUPPORT GROUP INC (AKA AIDS SUPPORT GROUP OF CAPE COD)
96-98 BRADFORD ST PO BOX 1522	PROVINCETOWN	MA	02657	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$3,000
THE FOOD BANK FOR NEW YORK CITY FOOD FOR SURVIVAL
355 FOOD CENTER DRIVE	BRONX	NY	10474	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$51,200
THE INNONCENCE PROJECT INC
40 WORTH STREET SUITE 7010	NEW YORK	NY	10013	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$1,000
THE LOOMIS INSTITUE DBA LOOMIS CHAFFEE SCHOOL
BATCHELDER ROAD	WINDSOR	CT	06095	N/A	PUBLIC CHARITY (SCHO	GENERAL SUPPORT	$4,000
THE NEW YORK WOMEN'S FOUNDATION
434 WEST 33RD STREET 8TH FLOOR	NEW YORK	NY	10001	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$55,000
THE PARTNERSHIP FOR INNER-CITY EDUCATION
1011 FIRST AVENUE 18TH FLOOR	NEW YORK	NY	10022	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$150,000
THE SISTERS OF LORETTO
4545 S UNIVERSITY BLVD	ENGLEWOOD	CO	80113	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
THE STUDIO IN A SCHOOL ASSOCIATION INC
410 WEST 59TH STREET	NEW YORK	NY	10019	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$35,000
TRURO CENTER FOR THE ARTS AT CASTLE HILL
PO BOX 756	TRURO	MA	02666	N/A	PUBLIC CHARITY (A SC	GENERAL SUPPORT	$27,100
VERMONT STUDIO SCHOOL INC (AKA VERMONT STUDIO CENTER)
PO BOX 613	JOHNSON	VT	05656	N/A	PUBLIC CHARITY (A SC	GENERAL SUPPORT	$24,000
WCAI (THE CAPE AND ISLANDS NPR STATION)
3 WATER STREET PO BOX 82	WOODS HOLE	MA	02543	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$500
WELLFLEET HARBOR ACTORS THEATRE INC
PO BOX 797	WELLFLEET	MA	02667	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$2,000
WELLFLEET PRESERVATION HALL
PO BOX 3024	WELLFLEET	MA	02667	N/A	PUBLIC CHARITY (509(	GENERAL SUPPORT	$1,000
WKCR - COLUMBIA UNIVERSITY
515 LERNER HALL MC2601 2920	NEW YORK	NY	10027	N/A	PUBLIC CHARITY (A SC	GENERAL SUPPORT	$1,000	BROADWAY
WOMR
PO BOX 975	PROVINCETOWN	MA	02657	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	908200	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$375	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$341,722	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$86,403	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$255,694	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	255694	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	SARAH LUTZ	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	211 WEST 11TH STREET	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10014	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	1000000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	KENNETH FREED & COMPANY	Category
Amount	$3,225	Amount
Net Investment Income	1500	NetInvestmentIncome
Disbursements Charitable Prps	1725	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (28 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
ISHARES RUSSELL 2000 INDEX - 3600 SHS	AT COST	275938	303545
JP MORGAN INTREPID AMERICA FUND - 39250.620 SHS	AT COST	800111	1024048
MATTHEWS PACIFIC TIGER FUND - 35201.094 SHS	AT COST	689339	859259
JP MORGAN SHORT DURATION BOND FUND - 64921.90 SHS	AT COST	697368	713492
DODGE & COX INT'L STOCK - 13059.265 SHS	AT COST	551472	452373
ISHARES RUSSEL MIDCAP INDEX FUND - 12100 SHS	AT COST	709363	1368510
JP MORGAN US LARGE CAP CORE PLUS FUND - 41985.520 SHS	AT COST	820132	928720
ISHARES MSCI EAFE INDEX FUND - 9000 SHS	AT COST	529826	511740
ISHARES MSCI ALL COUNTRY ASIA - 3500 SHS	AT COST	116830	211820
VANGUARD MSCI EMERGING MARKETS ETF - 10000 SHS	AT COST	236321	445300
BLACKSTONE PARTNERS OFFSHORE FUND LTD CLASS H2 NEW ISSUES - 861.400 SHS	AT COST	900000	1039598
HMLP MULTI-STRATEGY PRIVATE INVESTORS LTD CLASS D - 382.782 SHS	AT COST	500000	569821
EATON VANCE FLOATING RATE I - 21774.93 SHS	AT COST	133415	198587
JPM US REAL ESTATE FUND - 23002.79 SHS	AT COST	245452	366204
JPM STR INC OPP FD - 87997.77 SHS	AT COST	1000517	1041014
CULLEN HIGH DIVIDEND EQUITY FUND - 42301.184 SHS	AT COST	500000	587563
SPDR S&P 500 ETF TRUST - 18155.000 SHS	AT COST	1797569	2585454
JPM INT'L VALUE FUND INSTL - 40812.290 SHS	AT COST	520000	527295
HMLP MULTI-STRATEGY PRIVATE INVESTORS LTD CLASS E - 228.826 SHS	AT COST	250000	272065
OCH-ZIFF OXOFII PRIVATE INVESTORS TRANCHE G - 4010.232 SHS	AT COST	500000	567229
JPM HIGH YIELD FD - 38709.68 SHS	AT COST	300000	315097
VANGUARD FI SECS F INTR TRM- 48749.08 SHS	AT COST	450000	503090
EATON VANCE MUT FDS TR GLOBAL MACRO - 38722.605 SHS	AT COST	396780	380643
NEUBERGER BERMAN MULTI CAP - 47892.720 SHS	AT COST	500000	525383
CULLEN INT'L HIGH DIVIDEN FUND - 27233.115 SHS	AT COST	250000	276144
MFS INTL VALUE - 11467.890 SHS	AT COST	300000	323050
VANGUARD MSCI EUROPE ETF - 4500.000 SHS	AT COST	208474	219780
PIMCO COMMODITIES PLUS STRATEGY - 16650.809 SHS	AT COST	175000	181327

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
DIVIDEND ACCRUALS	8586	27120	27120
FEDERAL TAX RECEIVABLE		4468	4468

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	FILING FEES	Description
Revenue And Expenses Per Books	200	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	200	DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	JP MORGAN - MANAGEMENT FEES	Category
Amount	$30,653	Amount
Net Investment Income	30653	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES	$6,781	6781	0
FEDERAL INCOME TAX	$6,074	0	0

LUCRETIA PHILANTHROPIC FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (28 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments