LUTSEY FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LUTSEY FAMILY FOUNDATION INC (EIN 39-1657029)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-09
- IRS object ID
- 201722829349100112
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-09T16:00:52-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391173131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543053819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391657029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTSEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTS | BusinessNameControlTxt |
| Phone | 9203399823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22074 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LUTSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9203399823 | PhoneNum |
| Signature | 2017-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J YOUNG | PreparerPersonNm |
| PTIN | P00035095 | PTIN |
| Phone | 9204367800 | PhoneNum |
| Preparation | 2017-10-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.142.163.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-09 | IPDt |
| IP Tm | 09:05:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A5345BC4DE5C4E78ED984795A38A35ED142D6D46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,810,405 | 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 | $670 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $157,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,581,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,110 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,257 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,257 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,310 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,541 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,577 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,687 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,687 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$177,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $152,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,946 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $75,748 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $70,273 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $69,632 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,791,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,483,994 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,718,587 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $43,644 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $42,309 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $41,632 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $597,748 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $719,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $812,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,661,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,484,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,810,405 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,661,338 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,484,065 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,661,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,484,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,661,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,484,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,661,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$177,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,484,065 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,484,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH | $2,567,848 | $2,609,383 | -$41,535 | -$41,535 | |
| CAPITAL GAIN DISTRIBUTIONS | $2,233 | $2,233 | $2,233 | P | |
| LONG-TERM CAPITAL GAINS - PARTNERSHIPS | $11,377 | $11,377 | $11,377 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,925 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,937 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,005,859 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,097 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,204,170 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048057 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $223,271 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,998,219 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044670 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $229,042 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,635,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049409 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,309 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,603,372 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041776 | DistributionYr5Rt |
| Total Distribution | 0.234640 | TotalDistributionRt |
| Average Distribution | 0.046928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,620,015 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $216,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $990 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $217,798 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $247,521 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,494 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,494 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,504 | OverpaymentAmt |
| Applied To ES Tax | $9,504 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS LUTSEY | IndividualWithBooksNm |
| Phone | 9203399823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22074 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543052074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS J LUTSEY | ||||||||
| 1675 REMINGTON RIDGE ROAD | DEPERE | WI | 54115 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHARON L LUTSEY | ||||||||
| 1675 REMINGTON RIDGE ROAD | DEPERE | WI | 54115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW T LUTSEY | ||||||||
| PO BOX 22074 | GREEN BAY | WI | 54305 | DIRECTOR | 0.00 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,411,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $278,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,690,371 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,690,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,620,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $990 | TotalTaxAmt |
| Distributable Before Adj | $230,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,011 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $247,521 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $990 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $246,531 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $219,548 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $247,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $219,548 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $202,038 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TOM AND SHARON LUTSEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1675 REMINGTON RIDGE ROAD | AddressLine1Txt |
| City | DEPERE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9203399823 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 3311 S PACKERLAND DRIVE | GREEN BAY | WI | 54115 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $35 |
| AMERICAN RED CROSS | |||||||
| PO BOX 8295 | GREEN BAY | WI | 54308 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 |
| BIG BROTHERS BIG SISTERS GREEN BAY | |||||||
| 1345 W MASON ST 210 | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $535 |
| BOYS AND GIRLS CLUB OF GREEN BAY | |||||||
| 311 S ONEIDA | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | GENERAL CHARITY | $12,900 |
| BOYS AND GIRLS CLUB OF STURGEON BAY | |||||||
| 60 185 E WALNUT | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $22,200 |
| CATHOLIC YOUTH EXPEDITIONS | |||||||
| 1000 WISCONSIN 96 | APPLETON | WI | 54914 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $500 |
| CATS ANONYMOUS INC | |||||||
| 2701 LARSON ROAD STE BA 115 | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $300 |
| DANIEL MURPHY SCHOLARSHIP FOUNDATION | |||||||
| 228 S WABASH SUITE 600 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,400 |
| DEPERE CHRISTIAN OUTREACH | |||||||
| 506 BUTLER STREET | DE PERE | WI | 54115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $4,000 |
| DOOR COUNTY COMMUNITY FOUNDATION | |||||||
| 342 LOUISIANA STREET | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $7,800 |
| DOOR COUNTY ECONOMIC DEVELOPMENT | |||||||
| 222 N 3RD AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $200 |
| FAMILY FARMED | |||||||
| 7115 W NORTH AVE 504 | OAK PARK | IL | 60302 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $7,000 |
| FEED AND CLOTHE MY PEOPLE | |||||||
| 204 N 14TH AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $140 |
| GREATER GREEN BAY COMMUNITY FOUNDATION | |||||||
| 310 W WALNUT ST SUITE 350 | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $70,000 |
| JACKIE NITSCHKE CENTER INC | |||||||
| 630 CHERRY STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $5,000 |
| KEY EVENT -NOTRE DAME OF DEPERE | |||||||
| 1919 OLD VALLEY COURT | DE PERE | WI | 54115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,705 |
| NEW COMMUNITY SHELTER | |||||||
| 301 MATHER ST | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $12,125 |
| NOTRE DAME ACADEMY | |||||||
| 610 MARYHILL DRIVE | GREEN BAY | WI | 54303 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $250 |
| PRIESTS OF THE SACRED HEART | |||||||
| 6889 S LOVERS LANE RD | FRANKLIN | WI | 53132 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $400 |
| REHABILITATION INSTITUTE OF CHICAGO | |||||||
| 345 E SUPERIOR STREET | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $3,830 |
| REST HAVEN CEMETARY PROJECT | |||||||
| 3115 MERCEDES DR | GREEN BAY | WI | 54313 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $250 |
| RIDGES SANCTUARY | |||||||
| 8270 WISCONSIN 57 | BAILEYS HARBOR | WI | 54202 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,500 |
| ST NORBERTS | |||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $3,000 |
| THE WOMEN'S FUND - DOOR COUNTY | |||||||
| PO BOX 802 | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| UNITED WAY OF DOOR COUNTY | |||||||
| 57 N 3RD AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $315 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $10,000 |
| WRITE ON DOOR COUNTY | |||||||
| PO BOX 457 | FISH CREEK | WI | 54212 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,000 |
| YMCA OF DOOR COUNTY | |||||||
| 3866 GIBRALTAR RD | FISH CREEK | WI | 54212 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $6,100 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 50035 | PRESCOTT | AZ | 863045035 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $6,484 |
| BAILEYS HARBOR ALTHETE CLUB | |||||||
| 2476 COUNTY ROAD F | BAILEYS HARBOR | WI | 54202 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $300 |
| ERWIN COTTRELL MEMORIAL GOLF CLASSIC - CHARITABLE BENEFIT | |||||||
| PO BOX 10855 | GREEN BAY | WI | 54307 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $500 |
| FARM BUTCHER TABLE | |||||||
| 2653 N RACINE AVE 3 | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,000 |
| FATHER ALLOUEZ CATHOLIC SCHOOL | |||||||
| 333 HILLTOP DRIVE | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $500 |
| JACKSONPORT ADVANCEMENT CORP | |||||||
| 6832 COUNTY T | EGG HARBOR | WI | 54209 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $500 |
| THE KITCHEN COMMUNITY INC | |||||||
| 1980 8TH ST | BOULDER | CO | 80302 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $2,611 |
| MANNA FOR LIFE | |||||||
| 1545 UNIVERSITY AVE | GREEN BAY | WI | 54311 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $300 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 131 CROP SCIENCE BLDG | CORVALLIS | OR | 97331 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,200 |
| NORTH BRANCH WORKS | |||||||
| 1866 N MARCEY | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $500 |
| DOOR COUNTY HUMANE SOCIETY | |||||||
| 3475 PARK DRIVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,573 |
| MY TEAM TRUIMPH | |||||||
| 1406 S JACKSON STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,475 |
| SEVASTOPOL SCHOOL DISTRICT | |||||||
| 4550 HWY 57 | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $300 |
| WILLOW TREE CORNERSTONE CHILD ADVOCACY CENTER | |||||||
| PO BOX 22308 | GREEN BAY | WI | 54305 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $2,500 |
| WINROCK INTERNATIONAL | |||||||
| 2201 RIVERFRONT DRIVE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $2,500 |
| JACKSONPORT FIRE DEPARTMENT | |||||||
| 6622 MEMORIAL DRIVE | EGG HARBOR | WI | 54209 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $140 |
| LOAVES & FISHES OF DOOR COUNTY INC | |||||||
| PO BOX 802 | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $5,125 |
| BOYS AND GIRLS CLUB OF DOOR COUNTY | |||||||
| 55 S 3RD AVE | STURGEON BAY | WI | 54235 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $4,000 |
| NAMASTE CHARTER SCHOOL | |||||||
| 3737 SOUTH PAULINA STREET | CHICAGO | IL | 60609 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,000 |
| FRIENDS OF THE WILDLIFE SANCTUARY | |||||||
| 1660 EAST SHORE DRIVE | GREEN BAY | WI | 54302 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $150 |
| KNIGHTS OF COLUMBUS | |||||||
| 327 PROSPECT STREET | DENMARK | WI | 54208 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $1,494 |
| ROMP - RANGE OF MOTION PROJECT | |||||||
| PO BOX 100915 | DENVER | CO | 80250 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $250 |
| BREAST CANCER FAMILY FOUNDATION | |||||||
| 926 WILLARD DRIVE SUITE 134 | GREEN BAY | WI | 54304 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $997 |
| BIRCH CREEK MUSIC PERFORMANCE CENTER | |||||||
| PO BOX 230 | EGG HARBOR | WI | 54209 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE | $803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,687 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,185 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $6,514 | Amt |
| Net Investment Income | $3,257 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,257 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ML #6AF-02183 CORPORATE BONDS | BondNm |
| EOY Book Value | $42,309 | EOYBookValueAmt |
| EOYFMV | $41,632 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML #6AF-02178 EQUITIES | $134,871 | $159,876 |
| PHILIP MORRIS INTL | $11,818 | $17,840 |
| PFIZER | $5,284 | $11,206 |
| STARWOOD PPTY TR INC. | $8,093 | $12,511 |
| VENTAS INC. | $6,787 | $11,879 |
| ML #6AF-02180 EQUITIES | $108,804 | $118,465 |
| ML #6AF-02181 EQUITIES | $107,183 | $119,379 |
| ML #6AF-02179 EQUITIES | $112,044 | $118,783 |
| ML #6AF-02177 EQUITIES | $0 | $0 |
| ML #6AF-02175 EQUITIES | $127,228 | $129,972 |
| ML #6AF-02176 EQUITIES | $159,471 | $157,068 |
| ML #6AF-02183 MUTUAL FDS/CLOSED END FDS | $116,586 | $113,203 |
| ML #6AF-02017 | $1,163,110 | $1,228,382 |
| ML #6AF-02174 EQUITIES | $127,832 | $134,337 |
| ML #6AF-02182 EQUITIES | $106,588 | $117,621 |
| ML #6AF-02219 EQUITIES | $370,117 | $437,288 |
| GOLAR LNG LIMITED | $0 | $0 |
| LOCKHEED MARTIN CORP | $8,634 | $26,244 |
| BLACKSTONE ALTERNATIVES | $182,753 | $196,256 |
| BREP EUROPE IV REAL ESTATE FUND | $221,250 | $207,050 |
| CRESCENT VI MEZZANINE | $264,000 | $200,788 |
| DUPONT FABROS TECHNOLOGY | $6,261 | $11,422 |
| OMEGA HEALTHCARE INVS REIT | $14,170 | $14,630 |
| WILLIAMS COMPANIES DEL | $0 | $0 |
| REYNOLDS AMERICAN INC | $9,346 | $18,717 |
| KINDER MORGAN INC. DEL | $0 | $0 |
| CME GROUP INC | $15,409 | $25,377 |
| EPR PPTYS COM | $4,124 | $19,737 |
| CARE CAPITAL PROPERTIES | $0 | $0 |
| LAS VEGAS SANDS CORP | $13,368 | $13,619 |
| PACWEST BANCORP | $6,727 | $7,622 |
| PJT PARTNERS INC | $0 | $0 |
| WEYERHAEUSWER | $11,691 | $10,531 |
| MACQUARIE INFRASTRUCTURE CO | $14,703 | $18,301 |
| ANHEUSER-BUSCH | $13,198 | $11,282 |
| CISCO SYSTEMS | $9,719 | $10,607 |
| IRON MOUNTAIN REIT INC | $6,846 | $6,756 |
| MICROSOFT CORP | $9,683 | $11,372 |
| TARGA RESOURCES CORP | $6,296 | $20,466 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $70,273 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $69,632 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREEN BAY PACKERS SUPER BOWL RING | AT COST | $20,000 | $20,000 |
| PUBLICLY TRADED PARTNERSHIPS | AT COST | $146,513 | $176,748 |
| ACP POWER AND ENERGY | AT COST | $85,056 | $185,397 |
| ML WINTON FUTURES ACCESS | AT COST | $296,855 | $288,652 |
| LS REAL ESTATE RECOVERTY IV TRUST | AT COST | $171,118 | $141,810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $475 | $475 | $0 |
| MERRILL LYNCH BROKERAGE FEES | $22,649 | $22,649 | $0 |
| ADMINISTRATIVE - OTHER | $1,680 | $0 | $0 |
| LUTSEY ENTERPRISES MANAGEMENT FEE | $20,000 | $10,000 | $10,000 |
| POSTAGE & PRINTING | $1,210 | $605 | $605 |
| OUTSIDE SERVICES | $15,355 | $7,678 | $7,678 |
| INVESTMENT LOSSES | $10,081 | $11,039 | $0 |
| WIRE FEE | $90 | $90 | $0 |
| DUES, SUBSCRIPTIONS & MEMBERSHIPS | $10 | $5 | $5 |
| MISCELLANEOUS | $778 | $0 | $0 |
| SCHOLARSHIP GIFT EXPENSES | $289 | $0 | $289 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FOREIGN TAXES | CategoryTxt |
| Amt | $2,310 | Amt |
| Net Investment Income | $2,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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