2024-06-28T10:26:27-04:00 2024-02-29 Accounting Associates LLC PO Box 37148 Rock Hill SC 29732 990PF 2023-03-01 570940342 CLARENCE H & ANNA E LUTZ FOUNDATION CLAR P O BOX 147 CHESTER SC 29706 DEWEY GUYTON PRESIDENT 8033855357 2023-06-26 true DEWEY GUYTON XXX-XX-XXXX true Margaret B Crenshaw P00161354 8033289829 2024-06-28 X 2 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8390256 X 10000 X 2877 2877 325267 325267 121020 334373 121020 1245 1245 460409 450409 10000 10000 17500 17500 2033 2033 3167 3167 3167 11556 102 102 11802 11802 56160 3167 44604 359000 359000 415160 3167 403604 45249 447242 0 355111 397239 397239 2350183 2308779 4451169 361315 249315 219060 2041622 2137522 2852480 478479 13415 404439 465064 465064 5244 5244 5244 5517914 5563163 8390256 0 0 X 5517914 5563163 5517914 5563163 5517914 5563163 5517914 45249 5563163 5563163 65000 CBS INC SR NT 7125 P 1997-07-23 2023-11-01 65000 65000 47000 PARAMOUNT GLOBAL 7875 P 1999-12-29 2023-09-01 47000 47000 115 BROADCOM INC P 2019-01-09 2023-11-06 100487 28506 71981 75 GALLAGHER ARTHUR J & CO P 2006-04-28 2023-11-06 18207 2082 16125 1005 J P MORGAN EXCHANGE-TRADED FD P 2022-03-08 2023-11-06 53369 59947 -6578 300 WASTE MGMT INC P 2012-07-10 2023-11-06 50310 10818 39492 121020 6217 0 6217 0 6217 14000 14000 7783 7783 false false false false false false false true true SC true false false false false true WWW.LUTZFOUNDATION.ORG DEWEY GUYTON 8033855357 P O BOX 147 CHESTER SC 29706 false false false false false false false true 2022 false false false false false false false false false false false false DEWEY GUYTON P O BOX 147 CHESTER SC 29706 PRESIDENT AND BOARD CHAIR 12.00 1500 0 0 JOAN L GUYTON P O BOX 147 CHESTER SC 29706 VPTREASURERBOARD MEMBER 24.00 1500 0 0 SHEILA B BISHOP P O BOX 147 CHESTER SC 29706 SECRETARYBOARD MEMBER 20.00 7000 0 0 R A OLIPHANT IV P O BOX 147 CHESTER SC 29706 2ND VPBOARD MEMBER 0.00 0 0 0 NONE 0 NONE 6807556 341295 0 7148851 0 7148851 107233 7041618 352081 352081 6217 6217 345864 345864 345864 403604 403604 345864 329765 403604 329765 73839 272025 NONE NONE JOAN GUYTON P O BOX 147 CHESTER SC 29706 8035813743 SEE ATTACHED GRANT GUIDELINES AND APPLICATIONS SEP 30TH 5 PM NO LEWIS FIRE DEPT 1652 WOODS RD CHESTER SC 29706 PC EMERGENCY LIGHTING & SIREN 8000 TRINITY BAPTIST CHURCH 112 CHESTER AVE GREAT FALLS SC 29055 PC KIDS FOR CHRIST PLAYGROUND 10000 CURES FOR CHESTER 114 COLUMBIA ST CHESTER SC 29706 PC ASHFORD ST SKATE PARK 20000 I58 1841 J A COCHRANE BYPASS SUITE K CHESTER SC 29706 PC FURNISH MENS HOME 10000 GRASP PO BOX 424 GREAT FALLS SC 29055 PC HUNGER RELIEF PROGRAM 10000 SENIOR SERVICES OF CHESTER COUNTY PO BOX 1109 CHESTER SC 29706 PC TRAINING FOR SR COMPANION PROGRAM 10000 ARTS COUNCIL OF CHESTER CO PO BOX 804 CHESTER SC 29706 PC NEW AWNING AND FLOORING 6000 RIDEABILITY THERAPEUTIC RIDING CTR 2551 PATS RD CLOVER SC 29710 PC SPECIAL NEEDS PROGRAM FOR HORSE FEED SUPPLIES VET 10000 RIDEABILITY THERAPEUTIC RIDING CTR 2551 PATS RD CLOVER SC 29710 PC TUITION ASSISTANCE PROGRAM 10000 CHILDRENS ATTENTION HOME ROCK HILL ROCK HILL SC 29732 PC RENOVATE COTTAGE BATHROOMS 40000 BEAUTIFUL PLACES ALLIANCE 1205 PENDLETON ST STE 246 COLUMBIA SC 29201 PC CHESTER ST PARK CAMPING AREA AND UPGRADES 40000 SHOWTIME THEATRE COMPANY 3074 DENALI WAY ROCK HILL SC 29732 PC LIGHTING EQUIP COSTUMES AND INSTRUMENTS 15000 BATTERED BUT NOT BROKEN P O BOX 213 CHESTER SC 29706 PC PARKING LOT 15000 TOWN OF LOWRYS 2453 OLD YORK RD CHESTER SC 29706 PC UPDATE SHELTER FOR SPECIAL NEEDS 20000 CAROLINA COMMUNITY CARE HOSPICE 2275 INDIA HOOK RD ROCK HILL SC 29732 PC REPLACE HOSPITAL BEDS IN PATIENT ROOMS 25000 THE BEACON FOUNDATION 128 LANCASTER ST CHESTER SC 29706 PC MENTORSHIP PROGRAM 5000 CHESTER CO ANIMAL CONTROL 2714 DAWSON DR CHESTER SC 29706 PC SPAY AND NEUTER PROGRAM 11000 UNIV OF SC - UNION 309 ACADEMY ST UNION SC 29379 PC DIAGNOSTIC SOUND EQUIPMENT 15000 CHESTER COUNTY SHERIFFS OFFICE 2740 DAWSON DR CHESTER SC 29706 PC DRONE PROGRAM 20000 CLEMSON UNIVERSITY 4-H 109 ELLA ST CHESTER SC 29706 PC 4-H PROGRAMS AND ACTIVITIES 11000 PILGRIMS INN 236 WEST MAIN ST ROCK HILL SC 29730 PC COMMERCIAL REFRIGERATOR AND FREEER UNIT 20000 LANCASTER CHILDRENS HOME P O BOX 416 LANCASTER SC 29721 PC REPLACE ROOF ON GIRLS COTTAGE 20000 OLD ZION ST PAULS HALSELLVILLE CEME P O BOX 310 CHESTER SC 29706 PC CEMETERY AWNINGS EXPANSION AND ENCLOSURE 8000 359000 0 2877 325267 328144 328144 03 INTEREST USED TO FUND GRANTS TO PUBLIC CHARITIES 04 DIVIDENDS USED TO FUND GRANTS TO PUBLIC CHARITIES 08 GAINS USED TO FUND GRANTS TO PUBLIC CHARITIES false false false false false false false false false false COMPUTER 2006-08-15 3930 3930 M 5 0 0 0 2 LAPTOPS 2018-10-09 1314 1237 M 5 76 0 0 OFFICE BUILDING INITIAL COSTS 2021-07-08 12200 509 ARP 39 313 0 0 OFFICE BUILDING CONSTRUCTION COSTS 2022-12-31 371580 1984 ARP 39 9527 0 0 OFFICE BUILDING CONSTRUCTION COSTS 2023-12-31 55676 0 ARP 39 297 0 0 PAVING PARKING LOT 2023-09-18 11500 0 M 15 575 0 0 CLOSET AND SHELVING 2023-06-13 3000 0 M 7 429 0 0 LANDSCAPING 2023-11-05 3200 0 M 15 160 0 0 BUILDING SIGN 2024-01-16 971 0 M 15 49 0 0 OFFICE CONSOLE 2023-05-08 478 0 M 7 68 0 0 STORAGE CABINET 2023-05-30 431 0 M 7 62 0 0 $65000 CBS INC 7.125% 0 0 $30000 GOLDMAN SACHS 5.15% 30000 29387 $30000 GOLDMAN SACHS 4.25% 30000 27558 $25000 GOLDMAN SACHS 4.0% 25000 22645 $30000 GENERAL ELECT CAP CORP 29690 31665 $20000 FORD MTR 7.45% 19805 21551 $20000 FORD MTR CREDIT 4.05% 20000 18259 $30000 LEHMAN BROS HLDGS INC 30000 15 $25000 BELLSOUTH CORP GLOBAL 24155 26399 $47000 PARAMOUNT GLOBAL 0 0 $40000 SBC COMMUNICATIONS INC 40665 41581 179 AMGEN INC 39839 49016 2342 BASF SE SPONS 39970 29931 1500 ABBOTT LABS 43398 177960 600 BANK OF AMERICA 29310 20712 1358 ABBVIE INC 43356 239076 2022 TRUIST FINANCIAL CORP 71953 70730 134 LINDE PLC 39945 60142 2020 VALE S A ADR 39996 27088 3000 CSX CORP 21444 113820 1000 BRISTOL MYERS SQUIBB CO 26450 50750 500 PHILLIPS 66 12852 71255 3835 DUKE ENERGY 59880 352168 943 CVS HEALTH CORP 69977 70131 1500 FEDERAL RLTY INVEST TRUST 33052 151275 1800 FEDERAL NATIONAL MORTGAGE 71431 9450 ARTHUR GALLAGHER 16126 141723 BROADCOM INC 39356 204177 2105 AIRBUS SE 55032 87000 1000 CONOCO PHILLIPS 17266 112540 998 RIO TINTO PLC 52996 64401 2880 GENERAL MOTORS 91893 118022 400 PNC FINL SVCS GROUP INC 20583 58880 3000 PFIZER 109050 79680 3130 THE SOUTHERN CO 48056 210493 2341 DOMINION ENERGY 95947 111970 1330 EXXON MOBIL CORP 57926 139012 4594 REGIONS FINL CORP NEW COM 85538 85586 4477 ENBRIDGE INC 143909 153998 8073 ELME COMMUNITIES 148686 103980 3500 VERIZON COMMUNICATIONS 110704 140070 1610 TC ENERGY CORP 70017 63726 1415 AMERICAN ELECT POWER 59899 120544 867 MERCK & CO 69986 110239 2000 INTEL 53509 86100 2000 SYSCO CORP 59111 161940 1250 COCA COLA 28548 75025 2178 CONAGRA FOODS 70235 61158 1170 MONDELEZ 25236 85492 1500 KRAFT HEINZ 63700 52920 962 GENERAL MILLS 28789 61741 500 PACKAGING CORP 12852 90595 WASTE MANAGEMENT 30976 176653 MUTUAL FUNDS 2066795 2781753 EXCHANGE TRADED PRODUCT JPMORGAN 0 0 MONEY FUNDS BROKERAGE ACCOUNT 70727 70727 LAND 23152 0 23152 23152 OFFICE BUILDING INITIAL COSTS 12200 822 11378 11378 OFFICE BUILDING CONSTRUCTION COSTS 371580 11511 360069 360069 OFFICE BUILDING CONSTRUCTION COSTS 55876 298 55578 55578 PAVED PARKING LOT 11500 575 10925 10925 LANDSCAPING 3200 160 3040 3040 BULDING SIGN 971 49 922 922 ROBERT H BREAKFIELD 17500 0 0 17500 COMPUTER 3930 3930 3930 LAPTOP COMPUTERS 1314 1314 1314 UTILITIES 1862 0 0 1862 ADVERTISING - WEBSITE 450 0 0 450 PHONE AND INTERNET 2786 0 0 2786 OFFICE SUPPLIES 695 0 0 695 SC LICENSE FEE 25 0 0 25 BUILDING INSURANCE 2239 0 0 2239 MEMBERSHIP DUES 915 0 0 915 DIRECTORS INSURANCE 750 0 0 750 POSTAGE AND PO BOX RENTAL 260 0 0 260 PLUMBING REPAIRS 1045 0 0 1045 LAWNCARE 775 0 0 775 REFUND FOR REAL PROPERTY TAXES 1245 1245 0 SECURITIES FEES 148 0 0 148 INCOME TAX PREPARATION 1885 0 0 1885 FOREIGN TAX ON SECURITIES 3167 3167 0 3167