2021-11-12T15:39:17-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 2200 RIVERSIDE DRIVE GREEN BAY WI 54301 990PF 2020-01-01 391657029 LUTSEY FAMILY FOUNDATION LUTS 9203399823 6177 KIEHNAU ROAD EGG HARBOR WI 54209 THOMAS LUTSEY PRESIDENT 9203399823 2021-11-12 1 THOMAS LUTSEY 999009999 MICHELLE MULLOY P01241748 9204367800 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 6060387 X 0 X 126248 126248 340976 3372269 340976 467224 467224 0 0 0 10489 5244 5245 490 245 245 15912 4179 0 63530 38535 6954 90421 48203 12444 256295 256295 346716 48203 268739 120508 419021 183506 123806 123806 72988 68623 75285 4941400 5251626 5594408 39402 42929 47969 235004 105824 218919 5472300 5592808 6060387 0 0 X 5472300 5592808 5472300 5592808 5472300 5592808 5472300 120508 0 5592808 0 5592808 PUBLICLY TRADED SECURITIES P 3370279 3014839 355440 355440 INVESTMENT K1S P 16454 -16454 -16454 SECURITIES LITIGATION PROCEEDS P 63 63 63 CAPITAL GAINS DIVIDENDS P 1927 1927 1927 340976 5824 0 5824 0 5824 8933 0 0 0 8933 0 3109 3109 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 1 0 0 1 N/A THOMAS LUTSEY 9203399823 6177 KIEHNAU ROAD EGG HARBOR WI 54209 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS J LUTSEY 6177 KIEHNAU ROAD EGG HARBOR WI 54209 PRESIDENT 1.00 0 0 0 SHARON L LUTSEY PO BOX 22074 GREEN BAY WI 54305 DIRECTOR 1.00 0 0 0 MATTHEW T LUTSEY PO BOX 22074 GREEN BAY WI 54305 DIRECTOR 1.00 0 0 0 JEFFREY K LUTSEY PO BOX 22074 GREEN BAY WI 54305 DIRECTOR 0.00 0 0 0 NICHOLAS P LUTSEY PO BOX 22074 GREEN BAY WI 54305 DIRECTOR 0.00 0 0 0 ANDREW J LUTSEY PO BOX 22074 GREEN BAY WI 54305 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 5317944 291110 0 5609054 0 0 5609054 84136 5524918 276246 276246 5824 5824 270422 0 270422 0 270422 268739 0 268739 0 268739 270422 256917 0 0 268739 256917 0 0 11822 0 0 0 0 0 0 0 0 258600 0 0 0 TOM LUTSEY 6177 KIEHNAU ROAD EGG HARBOR WI 54209 9203399823 NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. NONE NONE AMERICAN HEART ASSOCIATION PO BOX 50035 PRESCOTT AZ 863045035 NONE PC MEDICAL RESEARCH SUPPORT 200 BIG BROTHERS BIG SISTERS GREEN BAY 1345 W MASON ST 210 GREEN BAY WI 54303 NONE PC BOWL-A-THON 473 BOYS AND GIRLS CLUB OF DOOR COUNTY 55 S 3RD AVE STURGEON BAY WI 54235 NONE PC FOOD PROGRAMS 10000 BOYS AND GIRLS CLUB OF DOOR COUNTY 55 S 3RD AVE STURGEON BAY WI 54235 NONE PC SUMMER REMOTE LEARNING PROGRAMS 10000 BOYS AND GIRLS CLUB OF DOOR COUNTY 55 S 3RD AVE STURGEON BAY WI 54235 NONE PC GENERAL SUPPORT FOR ANNUAL OPERATIONS 19000 CATHOLIC YOUTH EXPEDITIONS 1000 WISCONSIN 96 APPLETON WI 54914 NONE PC TO FUND PROGRAMS THAT SUPPORT THE ORGANIZATION'S RELIGIOUS BELIEFS 500 DEPERE CHRISTIAN OUTREACH 506 BUTLER STREET DE PERE WI 54115 NONE PC TO SUPPORT COMMUNITY OUTREACH EFFORTS 5000 DOOR COUNTY ECONOMIC DEVELOPMENT 222 N 3RD AVE STURGEON BAY WI 54235 NONE PC SPONSOR LOCAL DEVELOPMENT EFFORTS 200 DOOR COUNTY LAND TRUST PO BOX 65 STURGEON BAY WI 54235 NONE PC SPONSOR FOR NATURE PRESERVES 300 FAMILY FARMED 7115 W NORTH AVE 504 OAK PARK IL 60302 NONE PC GENERAL SUPPORT FOR ANNUAL OPERATIONS 10000 FEED AND CLOTHE MY PEOPLE 204 N 14TH AVE STURGEON BAY WI 54235 NONE PC TO FEED AND CLOTHE THOSE IN NEED 476 GOLDEN HOUSE PO BOX 727 GREEN BAY WI 54305 NONE PC GOLD RIBBON BBQ 25000 GREATER GREEN BAY COMMUNITY FOUNDATION 320 N BROADWAY STREET SUITE 260 GREEN BAY WI 54303 NONE PC SCHOLARSHIPS 41000 HOUSE OF HOPE GREEN BAY 1660 CHRISTIANA ST GREEN BAY WI 54303 NONE PC KEY TO HOPE PLEDGE/TOUCHDOWN FOR HOPE CAPITAL CAMPAIGN 40000 JACKIE NITSCHKE CENTER INC 630 CHERRY STREET GREEN BAY WI 54301 NONE PC H.A.L.O. CAMPAIGN 5000 JACKSONPORT FIRE DEPARTMENT 6622 MEMORIAL DRIVE EGG HARBOR WI 54209 NONE PC GENERAL OPERATIONS OF THE FIRE DEPARTMENT 5000 NEW COMMUNITY SHELTER 301 MATHER ST GREEN BAY WI 54303 NONE PC WINTER COAT CAMPAIGN AND GENERAL OPERATIONS 15000 NOTRE DAME ACADEMY 610 MARYHILL DRIVE GREEN BAY WI 54303 NONE PC STUDENT SUPPORT FOR EDUCATION 500 PRIESTS OF THE SACRED HEART 6889 S LOVERS LANE RD FRANKLIN WI 53132 NONE PC GENERAL OPERATIONS 1600 REST HAVEN CEMETARY PROJECT 3115 MERCEDES DR GREEN BAY WI 54313 NONE PC TREE REMOVAL 300 RIDGES SANCTUARY 8270 WISCONSIN 57 BAILEYS HARBOR WI 54202 NONE PC FESTIVAL OF NATURE SPONSORSHIP 2500 UNIVERSITY OF NEBRASKA FOUNDATION 2285 S 67TH ST 200 OMAHA NE 68106 NONE PC LYMPHOMA STUDY 25000 FEEDING AMERICA EASTERN WISCONSIN 1700 W FOND DU LAC AVENUE MILWAUKEE WI 53205 NONE PC TO SUPPORT HUNGER RELIEF 20000 LAKESHORE CAP INC PO BOX 2315 MANITOWOC WI 54220 NONE PC TO SUPPORT COMMUNITY, FAMILY, CHILD, AND HOUSING SERVICES 2000 ST VINCENT DE PAUL 1529 LEO FRIGO WAY GREEN BAY WI 54302 NONE PC PROVIDE FOR COMMUNITY NEEDS 2500 SECOND HARVEST FOODBANK 2802 DAIRY DRIVE MADISON WI 53718 NONE PC ADOPT-A-DAIRY COW PROGRAM 560 SUAMICO UNITED METHODIST CHURCH 3266 LAKEVIEW DR SUAMICO WI 54173 NONE PC RELIGIOUS SUPPORT 500 SUNSHINE HOUSE INC 55 WEST YEW STREET STURGEON BAY WI 54235 NONE PC SUPPORT PROGRAMS FOR SPECIAL NEEDS INDIVIDUALS 436 ENCOMPASS EARLY EDUCATION AND CARE PO BOX 1627 GREEN BAY WI 54305 NONE PC CHILD CARE AND EDUCATION 13000 BETSYS BLANKETS INC 3510 NORTH HAMILTON AVENUE CHICAGO IL 60618 NONE PC TO PROVIDE BLANKETS AND BEDDING 250 256295 0 14 126248 18 340976 0 467224 0 467224 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 10489 5244 5245 ML #2183 CORPORATE BONDS 42929 47969 ML #2176 EQUITIES 1832368 2373108 ML #2183 MUTUAL FDS/CLOSED END FDS 127405 133422 ML #2017 1662330 1688638 BLACKSTONE ALTERNATIVES SOLUTION 2014 TRUST 123196 107440 BREP EUROPE IV REAL ESTATE FUND 231250 83763 CRESCENT VI MEZZANINE 279750 81872 BLACKSTONE ALTERNATIVES SOLUTION IV FUND 301000 316836 BLACKSTONE ALTERNATIVES SOLUTION V FUND 141000 146385 ML #2184 EQUITIES 553327 662944 68623 75285 0 0 GREEN BAY PACKERS SUPER BOWL RING AT COST 20000 20000 ACP POWER AND ENERGY REAL ASSETFUND AT COST 0 128472 LS REAL ESTATE RECOVERTY IV TRUST AT COST 85824 70447 WIRE FEE 180 90 90 MERRILL LYNCH BROKERAGE FEES 28505 28505 0 LUTSEY ENTERPRISES MANAGEMENT FEE 11000 5500 5500 OUTSIDE SERVICES 2729 1365 1364 BANK SERVICE CHARGES 431 431 0 MISC 2014 0 0 OTHER INVESTMENT EXPENSES PARTNERSHIPS 18671 2644 0 E&S ENTREPRENEUR ADVISORS 490 245 245 JEFFREY G JACOBSON 127 CHEVY CHASE DRIVE WAYZATA MN 55391 MERRILL LYNCH FOREIGN TAXES 4179 4179 0 EXCISE TAX 11733 0 0