2017-10-09T16:00:52-05:00 2016-12-31 391173131 SCHENCK SC PO BOX 23819 GREEN BAY WI 543053819 990PF 2016-01-01 391657029 LUTSEY FAMILY FOUNDATION INC LUTS 9203399823 PO BOX 22074 GREEN BAY WI 54305 THOMAS LUTSEY PRESIDENT 9203399823 2017-10-09 1 DANIEL J YOUNG P00035095 9204367800 2017-10-06 74.142.163.66 2017-10-09 09:05:30 CD P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 A5345BC4DE5C4E78ED984795A38A35ED142D6D46 2016 2021-01-29 14:40:06Z X 4810405 X 670 X 157110 157110 -27925 2581458 0 129855 157110 0 0 0 6514 3257 3257 2310 2310 0 72617 52541 18577 81441 58108 21834 225687 225687 307128 58108 247521 -177273 99002 1 1 152605 167946 167946 75748 70273 69632 3791593 3483994 3718587 43644 42309 41632 597748 719542 812607 4661338 4484065 4810405 0 0 X 4661338 4484065 4661338 4484065 4661338 4484065 4661338 -177273 0 4484065 0 4484065 MERRILL LYNCH 2567848 2609383 -41535 -41535 CAPITAL GAIN DISTRIBUTIONS P 2233 2233 2233 LONG-TERM CAPITAL GAINS - PARTNERSHIPS P 11377 11377 11377 -27925 0 253937 5005859 0.050728 250097 5204170 0.048057 223271 4998219 0.044670 229042 4635627 0.049409 192309 4603372 0.041776 0.234640 0.046928 4620015 216808 990 217798 247521 X 990 0 990 0 990 10494 10494 9504 9504 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A THOMAS LUTSEY 9203399823 PO BOX 22074 GREEN BAY WI 543052074 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4411982 278389 0 4690371 0 0 4690371 70356 4620015 231001 231001 990 990 230011 0 230011 0 230011 247521 0 247521 990 246531 230011 219548 0 0 247521 219548 0 0 27973 0 0 0 0 0 0 0 0 202038 0 0 0 TOM AND SHARON LUTSEY 1675 REMINGTON RIDGE ROAD DEPERE WI 54115 9203399823 NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. NONE NONE 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 4000 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 12900 BOYS AND GIRLS CLUB OF STURGEON BAY 60 185 E WALNUT STURGEON BAY WI 54235 NONE PUBLIC CHARITY GENERAL CHARITABLE 22200 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 4400 DEPERE CHRISTIAN OUTREACH 506 BUTLER STREET DE PERE WI 54115 NONE PUBLIC CHARITY GENERAL CHARITABLE 4000 DOOR COUNTY COMMUNITY FOUNDATION 342 LOUISIANA STREET STURGEON BAY WI 54235 NONE PUBLIC CHARITY GENERAL CHARITABLE 7800 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 7000 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 70000 JACKIE NITSCHKE CENTER INC 630 CHERRY STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY GENERAL CHARITABLE 5000 KEY EVENT -NOTRE DAME OF DEPERE 1919 OLD VALLEY COURT DE PERE WI 54115 NONE PUBLIC CHARITY GENERAL CHARITABLE 1705 NEW COMMUNITY SHELTER 301 MATHER ST GREEN BAY WI 54303 NONE PUBLIC CHARITY GENERAL OPERATIONS 12125 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 3830 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 1500 ST NORBERTS 100 GRANT STREET DE PERE WI 54115 NONE PUBLIC CHARITY GENERAL CHARITABLE 3000 THE WOMEN'S FUND - DOOR COUNTY PO BOX 802 STURGEON BAY WI 54235 NONE PUBLIC CHARITY GENERAL OPERATIONS 10000 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 10000 WRITE ON DOOR COUNTY PO BOX 457 FISH CREEK WI 54212 NONE PUBLIC CHARITY GENERAL CHARITABLE 1000 YMCA OF DOOR COUNTY 3866 GIBRALTAR RD FISH CREEK WI 54212 NONE PUBLIC CHARITY GENERAL CHARITABLE 6100 AMERICAN HEART ASSOCIATION PO BOX 50035 PRESCOTT AZ 863045035 NONE PUBLIC CHARITY GENERAL CHARITABLE 6484 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 1000 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 2611 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 1200 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 1573 MY TEAM TRUIMPH 1406 S JACKSON STREET GREEN BAY WI 54301 NONE PUBLIC CHARITY GENERAL CHARITABLE 1475 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 2500 WINROCK INTERNATIONAL 2201 RIVERFRONT DRIVE LITTLE ROCK AR 72202 NONE PUBLIC CHARITY GENERAL CHARITABLE 2500 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 5125 BOYS AND GIRLS CLUB OF DOOR COUNTY 55 S 3RD AVE STURGEON BAY WI 54235 NONE PUBLIC CHARITY GENERAL CHARITABLE 4000 NAMASTE CHARTER SCHOOL 3737 SOUTH PAULINA STREET CHICAGO IL 60609 NONE PUBLIC CHARITY GENERAL CHARITABLE 1000 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 1494 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 225687 0 14 157110 18 -27925 0 129185 0 129185 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 6514 3257 3257 ML #6AF-02183 CORPORATE BONDS 42309 41632 ML #6AF-02178 EQUITIES 134871 159876 PHILIP MORRIS INTL 11818 17840 PFIZER 5284 11206 STARWOOD PPTY TR INC. 8093 12511 VENTAS INC. 6787 11879 ML #6AF-02180 EQUITIES 108804 118465 ML #6AF-02181 EQUITIES 107183 119379 ML #6AF-02179 EQUITIES 112044 118783 ML #6AF-02177 EQUITIES 0 0 ML #6AF-02175 EQUITIES 127228 129972 ML #6AF-02176 EQUITIES 159471 157068 ML #6AF-02183 MUTUAL FDS/CLOSED END FDS 116586 113203 ML #6AF-02017 1163110 1228382 ML #6AF-02174 EQUITIES 127832 134337 ML #6AF-02182 EQUITIES 106588 117621 ML #6AF-02219 EQUITIES 370117 437288 GOLAR LNG LIMITED 0 0 LOCKHEED MARTIN CORP 8634 26244 BLACKSTONE ALTERNATIVES 182753 196256 BREP EUROPE IV REAL ESTATE FUND 221250 207050 CRESCENT VI MEZZANINE 264000 200788 DUPONT FABROS TECHNOLOGY 6261 11422 OMEGA HEALTHCARE INVS REIT 14170 14630 WILLIAMS COMPANIES DEL 0 0 REYNOLDS AMERICAN INC 9346 18717 KINDER MORGAN INC. DEL 0 0 CME GROUP INC 15409 25377 EPR PPTYS COM 4124 19737 CARE CAPITAL PROPERTIES 0 0 LAS VEGAS SANDS CORP 13368 13619 PACWEST BANCORP 6727 7622 PJT PARTNERS INC 0 0 WEYERHAEUSWER 11691 10531 MACQUARIE INFRASTRUCTURE CO 14703 18301 ANHEUSER-BUSCH 13198 11282 CISCO SYSTEMS 9719 10607 IRON MOUNTAIN REIT INC 6846 6756 MICROSOFT CORP 9683 11372 TARGA RESOURCES CORP 6296 20466 70273 69632 0 0 GREEN BAY PACKERS SUPER BOWL RING AT COST 20000 20000 PUBLICLY TRADED PARTNERSHIPS AT COST 146513 176748 ACP POWER AND ENERGY AT COST 85056 185397 ML WINTON FUTURES ACCESS AT COST 296855 288652 LS REAL ESTATE RECOVERTY IV TRUST AT COST 171118 141810 BANK SERVICE CHARGES 475 475 0 MERRILL LYNCH BROKERAGE FEES 22649 22649 0 ADMINISTRATIVE - OTHER 1680 0 0 LUTSEY ENTERPRISES MANAGEMENT FEE 20000 10000 10000 POSTAGE & PRINTING 1210 605 605 OUTSIDE SERVICES 15355 7678 7678 INVESTMENT LOSSES 10081 11039 0 WIRE FEE 90 90 0 DUES, SUBSCRIPTIONS & MEMBERSHIPS 10 5 5 MISCELLANEOUS 778 0 0 SCHOLARSHIP GIFT EXPENSES 289 0 289 MERRILL LYNCH FOREIGN TAXES 2310 2310 0