MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION (EIN 46-4218507)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349101997
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:19:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464218507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martin R Lueck and Mallory K Mullins Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | martin lueck | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $292,011 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,098 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $458 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,541 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,585 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,517 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,517 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,088 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,521 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,919 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,945 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $162,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $152,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $264,092 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $216,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $292,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $216,403 | RetainedEarningBOYAmt |
| Retained Earning EOY | $180,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $216,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $180,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $216,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $180,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $216,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,521 | ExcessRevenueOverExpensesAmt |
| Subtotal | $180,882 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $180,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $81,649 | GrossSalesPriceAmt |
| Cost Or Other Basis | $55,266 | CostOrOtherBasisAmt |
| Gain Or Loss | $26,383 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $26,383 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $359 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $359 | SubtotalAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $385 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26 | OverpaymentAmt |
| Applied To ES Tax | $26 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Colin J Lueck | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Lizabeth C Lueck | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Martin R Lueck | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Trenton H Lueck | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Mallory K Mullins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $273,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $310,837 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $310,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $306,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,309 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $359 | TotalTaxAmt |
| Distributable Before Adj | $14,950 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,950 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,950 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $80,338 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,950 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $71,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,850 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,366 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,219 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $234,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,338 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,388 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300,362 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $71,925 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,850 | ExcessFromYear4Amt |
| Excess From Year3 | $61,366 | ExcessFromYear3Amt |
| Excess From Year2 | $79,219 | ExcessFromYear2Amt |
| Excess From Year1 | $6,614 | ExcessFromYear1Amt |
| Excess From Current Year | $65,388 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mallory K Mullins | ContributingManagerNm |
| Contributing Manager | Martin R Lueck | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $50,000 |
| MITCHELL HAMLINE SCHOOL OF LAW | |||||||
| 875 SUMMIT AVE | SAINT PAUL | MN | 55105 | N/A | PC | Martin Lueck Mallory Mullins Trial Chair | $12,500 |
| MITCHELL HAMLINE SCHOOL OF LAW | |||||||
| 875 SUMMIT AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $12,500 |
| PRIOR LAKE WRESTLING CLUB | |||||||
| 201 W BURNSVILLE PKWY | BURNSVILLE | MN | 55337 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $458 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,584 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | 1999 Martin R Lueck Revocable Trus | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 576 3250 Fox Street | AddressLine1Txt |
| City | Long Lake | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,098 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | APPLE INC AAPL, 130 sh. | NoncashPropertyDesc |
| Fair Market Value | $25,098 | FairMarketValueAmt |
| Received | 2023-12-29 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN ELECTRIC POWER INC | $2,048 | $3,574 |
| APPLE INC | $33,717 | $42,548 |
| BRISTOL-MYERS SQUIBB CO | $1,004 | $872 |
| CHECK POINT SOFTWARE TECHNOLOG | $2,382 | $3,820 |
| CHEVRON CORP | $1,394 | $1,790 |
| CONSTELLATION BRANDS INC | $4,634 | $9,670 |
| CSX CORP | $4,030 | $13,799 |
| ECOLAB INC | $2,171 | $3,174 |
| EDISON INTL | $4,268 | $5,147 |
| FORTREA HOLDINGS INC | $407 | $524 |
| GENERAL ELECTRIC CO | $1,876 | $2,808 |
| HORMEL FOODS CP | $2,339 | $3,339 |
| ILLINOIS TOOL WORKS | $1,376 | $2,881 |
| INVESCO QQQ TRUST | $15,312 | $25,390 |
| ISHARE DJ FN SRV CMP | $271 | $538 |
| ISHARES MSCI EMERGING MARKETS | $2,693 | $2,614 |
| ISHARES S&P 500 INDEX FD | $14,405 | $21,016 |
| ISHARES US AEROSPACE AND DEFEN | $1,030 | $1,772 |
| JOHNSON & JOHNSON | $2,668 | $4,545 |
| JP MORGAN CHASE | $5,284 | $6,294 |
| KONINKLIJKE AHOLD DELHAIZE NV | $1,505 | $2,066 |
| LABORATORY CORP AMER HLDGS | $2,311 | $3,409 |
| LOCKHEED MARTIN CORP | $3,577 | $4,079 |
| LYONDELLBASELL INDUSTRIES NV | $2,017 | $2,187 |
| MCDONALD'S CORP | $2,396 | $4,744 |
| MERCK & CO INC | $5,014 | $8,613 |
| MICROSOFT CORP | $5,256 | $6,017 |
| ORACLE CORP | $2,664 | $7,591 |
| PALO ALTO NETWORKS INC | $6,944 | $27,719 |
| PROCTER GAMBLE CO | $1,347 | $2,345 |
| PROSHARES S&P 500 DIVIDEND ARI | $3,108 | $4,094 |
| RAYTHEON TECHNOLOGIES CORP | $2,092 | $2,608 |
| STRYKER CORPORATION | $1,713 | $5,390 |
| THERMO FISHER SCIENTIFIC INC | $2,556 | $4,777 |
| UNITEDHEALTH GROUP INC | $6,414 | $21,059 |
| WISDOMTREE MIDCAP DIVIDEND F | $740 | $1,279 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,063 | $5,063 | |
| Bank Charges | $32 | $32 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,517 | Amt |
| Net Investment Income | $5,517 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2022 | $300 | |
| Foreign Tax Paid | $16 | $16 |
Comments