MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION (EIN 46-4218507)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201602249349100145
- Schema version
- 2015v2.1
- 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 | 2016-08-11T14:29:12-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $439,121 | 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 | $70,106 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,769 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,600 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $139 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,079 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,981 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,881 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,562 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $307,749 | CorporateStockBOYAmt |
| Corporate Stock EOY | $363,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $380,559 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $370,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $439,121 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $370,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $422,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $370,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $422,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $370,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $422,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $370,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,545 | ExcessRevenueOverExpensesAmt |
| Subtotal | $422,175 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $422,175 | 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 | $70,222 | GrossSalesPriceAmt |
| Cost Or Other Basis | $39,453 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,769 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,769 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,769 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,527 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $220,620 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.183696 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $101,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.183696 | TotalDistributionRt |
| Average Distribution | 0.091848 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $370,562 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,035 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $310 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,345 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $620 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $620 | SubtotalAmt |
| Tax Based On Investment Income | $620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $320 | AppliedToEsTaxAmt |
| Total Payments And Credits | $620 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
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 | $310,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $376,205 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $376,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $620 | TotalTaxAmt |
| Distributable Before Adj | $17,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,775 | 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 | $18,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,908 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $29,449 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $867 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,316 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $30,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $29,449 | ExcessFromYear1Amt |
| Excess From Current Year | $867 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL HAMLINE SCHOOL OF LAW | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 SUMMIT AVE | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Sonsteng Chair for Trial Advocacy Program | GrantOrContributionPurposeTxt |
| Amt | $13,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,500 | 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 | $58 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,897 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $562 | 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 | $7,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,517 | 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 Tr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Martin R Lueck PO Box 576 | AddressLine1Txt |
| City | Long Lake | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $70,106 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ECOLAB INC ECL, 43 sh. | $4,984 | 2015-12-30 |
| 1 | GILEAD SCIENCES INC GILD, 50 sh. | $5,127 | 2015-12-30 |
| 1 | HORMEL FOODS CP HRL, 250 sh. | $19,926 | 2015-12-30 |
| 1 | MCDONALD'S CORP MCD, 78 sh. | $9,330 | 2015-12-30 |
| 1 | MCCORMICK & CO MKC, 200 sh. | $17,371 | 2015-12-30 |
| 1 | ORACLE CORP ORCL, 200 sh. | $7,399 | 2015-12-30 |
| 1 | UNITEDHEALTH GROUP INC UNH, 50 sh. | $5,969 | 2015-12-30 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $21,807 | $19,734 |
| AMERICAN ELECTRIC POWER INC | $10,801 | $13,519 |
| AMERICAN WATER WORKS COMPANY I | $3,370 | $4,541 |
| APPLE INC | $6,397 | $5,895 |
| AT&T, INC | $10,652 | $10,426 |
| CHEVRON CORP | $6,975 | $5,038 |
| CONSTELLATION BRANDS INC | $9,335 | $13,389 |
| CSX CORP | $11,876 | $10,302 |
| ECOLAB INC | $5,990 | $5,948 |
| FACTSET RESH SYST INC | $17,847 | $20,159 |
| GENERAL ELECTRIC CO | $9,315 | $10,404 |
| GILEAD SCIENCES INC | $5,127 | $5,060 |
| HALYARD HEALTH, INC | $175 | $167 |
| HORMEL FOODS CP | $36,976 | $49,740 |
| ISHARE DJ FN SRV CMP | $1,988 | $1,980 |
| ISHARES MSCI EMERGING MARKETS | $14,167 | $11,009 |
| ISHARES US AEROSPACE AND DEFEN | $3,611 | $3,547 |
| JOHNSON & JOHNSON | $13,986 | $15,613 |
| KIMBERLY CLARK CORP | $3,841 | $4,837 |
| KONINKLIJKE AHOLD | $8,133 | $8,752 |
| MCCORMICK & CO | $24,506 | $25,155 |
| MCDONALD'S CORP | $9,330 | $9,215 |
| MEDTRONIC PLC | $37,936 | $37,921 |
| MERCK & CO INC | $11,267 | $11,990 |
| METTLER-TOLEDO INTL | $9,258 | $12,887 |
| NETFLIX INC | $5,099 | $5,147 |
| ORACLE CORP | $16,018 | $14,174 |
| POWERSHARES QQQ NASDAQ 100 | $3,992 | $4,251 |
| RAYTHEON CO | $2,752 | $3,611 |
| STRYKER CORPORATION | $8,947 | $8,736 |
| TUPPERWARE CORP | $14,470 | $8,459 |
| UNITEDHEALTH GROUP INC | $15,597 | $16,940 |
| WISDOMTREE MIDCAP DIVIDEND F | $2,072 | $2,013 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,250 | $5,250 | |
| Bank Charges | $4 | $4 | |
| 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 | $6,600 | Amt |
| Net Investment Income | $6,600 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $300 | |
| 990-PF Excise Tax for 2014 | $261 | |
| Foreign Tax Paid | $139 | $139 |
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