2011-05-04T11:13:36-05:00 2010-12-31 GRANDMAISON & TRIPOLI LLP 7 FEDERAL STREET DANVERS MA 01923 990 2010-01-01 042103885 THE EVELYN LILLY LUTZ FOUNDATION C/O BEVERLY HOSPITAL EVEL 9782361654 85 HERRICK STREET BEVERLY MA 01915 FRANCIS CLEARY 9789223000 2011-04-27 1 MICHAEL G GRANDMAISON 9787776122 2011-04-27 2010 2016-02-24 21:20:13Z FRANCIS CLEARY 85 HERRICK STREET BEVERLY MA 01915 1578088 0 X NOT APPLICABLE X 1949 MA THE FOUNDATION IS ENGAGED IN RAISING FUNDS FOR MEDICAL EDUCATION AND RESEARCH 38 38 1 0 0 0 6350 4950 0 0 68193 165418 0 0 74543 170368 0 0 0 0 20095 19862 0 0 0 224002 317765 244097 337627 -169554 -167259 7925864 8327033 0 0 7925864 8327033 THE FOUNDATION IS ENGAGED IN SUPPORTING AND ENCOURAGING MEDICAL RESEARCH AND CONTINUING EDUCATION IN CONNECTION WITH BEVERLY HOSPITAL, MASSACHUSETTS. 0 0 298923 4950 MEDICAL EDUCATION AND RESEARCH 298923 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MA X TERRY DOW 9782361654 85 HERRICK STREET BEVERLY MA 01915 X FRANCIS X CLEARY 5.00 X 0 0 0 WILIAM J OTTO 5.00 X 0 0 0 JOSEPH W HALEY 5.00 X 0 0 0 GREGORY A BAZLEWICZ 5.00 X 0 0 0 STEPHEN A BARRAND 0.00 X 0 0 0 JOHN L GOOD 0.00 X 0 0 0 SUZANNE F GRAVES 0.00 X 0 0 0 BRYANT BARNARD 0.00 X 0 0 0 THOMAS W ADAMS 0.00 X 0 0 0 FREDERICK KAUDERS 0.00 X 0 0 0 CATHERINE C LASTAVICA 0.00 X 0 0 0 MAHESH M PATEL 0.00 X 0 0 0 RONALD C PRUETT 0.00 X 0 0 0 0 0 0 0 0 0 0 0 4950 4950 201737 201737 1371401 1407720 -36319 -36319 -36319 170368 0 0 165418 18400 12880 5520 1462 1024 438 4587 3211 1376 28892 28892 5000 3500 1500 68 68 MEDICAL EQUIPMENT 142374 142374 MEDICAL CONFERENCES 71800 71800 MEDICAL EDUCATION 40000 40000 COMMUNITY HEALTH PROGRA 20000 20000 MEDICAL LECTURES 4134 4134 910 910 337627 298923 38704 0 34549 15996 7891315 8311037 7925864 8327033 0 0 X 2813985 2683045 0 0 5111879 5643988 7925864 8327033 7925864 8327033 X -167259 568428 X 0 0 0 X BEVERLY HOSPITAL BEVERLY MA 0 U.S TREASURY OBLIGATIONS 542913 F COMMON STOCK 3565807 F CORPORATE OBLIGATIONS 592306 F MUTUAL FUNDS 2909569 F MONEY MARKET FUND 700442 F 8311037 170368 337627 -167259 568428 568428 401169 170368 0 170368 0 170368 337627 0 337627 0 337627 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION REVIEWS THE INFORMATION RECORDED ON FORM 990 FOR ACCURACY. FORM 990, PART VI, SECTION C, LINE 19 BY REQUEST THE PUBLIC CAN VIEW THE FINANCIAL STATEMENTS CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII FRANCIS X CLEARY - 8 JUNIPER VALLEY ROAD, BEVERLY, MA 01915. WILIAM J OTTO - ONE OVERLEDGE ROAD, MANCHESTER, MA 01944. JOSEPH W. HALEY - PAINE AVENUE, PRIDES CROSSING, MA 01965. GREGORY A. BAZLEWICZ - 9 SKYTOP ROAD, MANCHESTER, MA 01944. STEPHEN A. BARRAND - 25 THOREAU CIRCLE, BEVERLY, MA 01915. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 568,428.