Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
THE SANTAYANA FUND INC
 
Employer identification number

04-3322480
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number
04-3322480
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 32,620


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 2,752


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 4,125


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 1,829


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 921


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 1,475


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number
04-3322480
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
SALLY S LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 32,501


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
SALLY S LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 32,398


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
SALLY S LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 31,872


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
SALLY S LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 32,551


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 2,052


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 5,459


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number
04-3322480
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 2,707


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 2,140


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 2,470


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 2,849


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 1,684


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 4,850


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number
04-3322480
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 34,762


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 31,722


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
CHRISTOPHER H LUTZ
 

   
75 RICHDALE AVENUE UNIT 15
 
CAMBRIDGE, MA02140

$ 30,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number

04-3322480
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 144 SHS SPDR S&P 500 ETF $ 32,620 2017-01-11
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 59 SHS METLIFE INC $ 2,752 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 36 SHS MASTERCARD INC $ 4,125 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 60 SHS GENERAL ELECTRIC $ 1,829 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 24 SHS COMCAST CORP $ 921 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 59 SHS BOSTON SCIENTIFIC $ 1,475 2017-04-19
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number

04-3322480
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 1665 SHS JPM INTREPID INT'L FUND $ 32,501 2017-01-11
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 1616 SHS JPM INTREPID INT'L FUND $ 32,398 2017-04-17
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 169 SHS ISHARES RUSSELL MIDCAP INDEX FUND $ 31,872 2017-07-12
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 162 SHS ISHARES RUSSELL MIDCAP INDEX FUND $ 32,551 2017-10-24
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 88 SHS BANK OF AMERICA $ 2,052 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 38 SHS APPLE INC $ 5,459 2017-04-19
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number

04-3322480
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 66 SHS AT&T INC $ 2,707 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 40 SHS WELLS FARGO $ 2,140 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 72 SHS PFZIER $ 2,470 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 66 SHS MORGAN STANLEY $ 2,849 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 37 SHS MONDELEZ INT'L $ 1,684 2017-04-19
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 73 SHS MICROSOFT CORP $ 4,850 2017-04-19
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number

04-3322480
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
19
 1534.78 SHS JPM INTREPID INT'L FD $ 34,762 2017-07-12
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 158 SHS ISHARES RUSSELL MIDCAP INDEX FUND $ 31,722 2017-10-23
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
THE SANTAYANA FUND INC
  		Employer identification number

04-3322480
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

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