2025-11-14T10:38:36-06:00 2024-12-31 200794302 MBE CPAS LLP 224700 ZINNIA DRIVE WAUSAU WI 54401 990PF 2024-01-01 391657029 LUTSEY FAMILY FOUNDATION LUTS 9203399823 6177 KIEHNAU ROAD EGG HARBOR WI 54209 THOMAS LUTSEY PRESIDENT 9203399823 2025-11-13 1 0 CHRIS IVERSON CPA P01293838 7153554401 2025-11-13 2024 2025-03-06 01:10:19Z X 6669803 X 2500 X 2401 2401 69471 69471 499562 2854379 499562 726 726 0 574660 572160 0 0 0 0 0 4274 4274 0 4274 7428 7428 0 7428 33677 33677 0 33677 45379 45379 0 45379 242400 242400 287779 45379 0 287779 286881 526781 0 7445 65119 65119 169089 520556 520556 4520781 4221213 4221213 2746597 3106841 1853703 23520 9212 9212 7467432 7922941 6669803 2220 0 2220 X 7467432 7920721 7467432 7920721 7467432 7922941 7467432 286881 166408 7920721 0 7920721 MERRILL ACCT 02017 2023-08-24 2024-10-25 1946574 1615460 331114 331114 MERRILL ACCT 02176 2024-05-31 2024-10-29 194488 182813 11675 11675 MERRILL ACCT 02176 2021-12-13 2024-12-10 588785 462753 126032 126032 MERRILL ACCT 02184 2023-07-21 2024-01-26 8830 8586 244 244 MERRILL ACCT 02184 2022-08-15 2024-01-26 115702 85205 30497 30497 499562 11919 7322 0 7322 0 7322 3766 0 0 0 3766 0 3556 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A THOMAS LUTSEY 9203399823 6177 KIEHNAU RD EGG HARBOR WI 54209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS J LUTSEY 6177 KEIHNAU RD EGG HARBOR WI 54209 PRESIDENT 1.00 0 0 0 SHARON L LUTSEY 6177 KEIHNAU RD EGG HARBOR WI 54209 DIRECTOR 1.00 0 0 0 MATTHEW T LUTSEY 6177 KEIHNAU RD EGG HARBOR WI 54209 DIRECTOR 1.00 0 0 0 JEFFREY K LUTSEY 6177 KEIHNAU RD EGG HARBOR WI 54209 DIRECTOR 0.00 0 0 0 NICHOLAS P LUTSEY 6177 KEIHNAU RD EGG HARBOR WI 54209 DIRECTOR 0.00 0 0 0 ANDREW J LUTSEY 6177 KEIHNAU RD EGG HARBOR WI 54209 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 4518712 488472 1679799 6686983 0 0 6686983 100305 6586678 329334 329334 7322 7322 322012 0 322012 0 322012 287779 0 287779 322012 224240 0 0 287779 224240 0 0 63539 0 0 0 0 0 0 0 0 258473 0 0 0 LUTSEY ENTERPRISES LLP ATTN MATT LU PO BOX 22074 GREEN BAY WI 54305 9203399823 NO STANDARD FORM OR APPLICATION PROCESS IS REQUIRED BY THE FOUNDATION. NONE NONE BOYS & GIRLS CLUB OF THE BAY AND LAKES REGION 1451 UNIVERSITY AVENUE GREEN BAY WI 54302 SUPPORT FOR ANNUAL OPERATIONS 20450 CATHOLIC YOUTH EXPEDITIONS 3035 OBRIEN RD BAILEYS HARBOR WI 54202 TO FUND PROGRAMS THAT SUPPORT THE ORGANIZATION'S RELIGIOUS BELIEFS 500 DOOR COUNTY COMMUNITY FOUNDATION INC 222 NORTH THIRD AVENUE STURGEON BAY WI 54235 PLEDGE DONATION TO DOOR COUNTY COMMUNITY FOUNDATION (YEAR 1 OF 5 YEAR PLEDGE) 5000 ENCOMPASS EARLY EDUCATION & CARE PO BOX 1627 GREEN BAY WI 54305 WEEKEND FOOD PROGRAM DONATION / ENCOMPASS 5000 FEEDING AMERICA EASTERN WISCONSIN 1700 WEST FONDDULAC AVENUE MILWAUKEE WI 53205 DONATION TO THE FEEDING AMERICA NE WISCONSIN FARM LINK PROGRAM 1000 GOLDEN HOUSE 1120 UNIVERSITY AVENUE GREEN BAY WI 54302 DONATION TO THE FEEDING AMERICA NE WISCONSIN FARM LINK PROGRAM 50000 REST HAVEN CEMETERY ASSOCIATION W3347 HIGHWAY 29 ANGELICA WI 54162 FAMILY OWNED CEMETARY 500 RUTH MINISTRY 2501 NE 30TH STREET FORT LAUDERDALE FL 33306 FEED THOSE THAT ARE HUNGRY 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ACADEMIC POTENTIAL, DEVELOP A STROM MORAL COMPASS, AND FORM A GROWING RELATIONSHIP WITH GOD 2000 ANDERSON TOM DBA A CALLING PUBLISHING LLC 211 N WASHINGTON ST GREEN BAY WI 54301 BOOKS FOR ASPIRO 1350 BOYS & GIRLS CLUB OF DOOR COUNTY PO BOX 579 STURGEON BAY WI 54235 SUPPORT FOR ANNUAL OPERATIONS 12000 CLIMATE CHANGE COALITION OF DOOR COUNTY PO BOX 334 BAILEYS HARBOR WI 54202 SUPPORT FOR ANNUAL OPERATIONS 5000 DOOR COUNTY HOUSING PARTNERSHIP PO BOX 342 BAILEYS HARBOR WI 54202 "RAISE THE ROOF" CAMPAIGN 2500 DOOR COUNTY YMCA 1900 MICHIGAN ST STURGEON BAY WI 54235 ENGAGE AND CONNECT ALL PEOPLE IN PURSUIT OF WELL-BEING AND A VIBRANT, HEALTHY, AND WELCOMING COMMUNITY 2500 DOOR-TRAN 1009 EGG HARBOR RD STURGEON BAY WI 54235 SUPPORT FOR ANNUAL OPERATIONS 2000 FEED & CLOTH MY PEOPLE 204 N 14TH AVE STURGEON BAY WI 54235 SUPPORT FOR ANNUAL OPERATIONS 1000 FRIENDS OF PALS YOUTH AND FAMILIES (FOPYF) PO BOX 1202 GREEN BAY WI 54305 FAMMILY CENTER EXPANSION MATCH CHALLENGE 50000 GIBRALTAR AREA SCHOOL DISTRICT 3924 STATE HIGHWAY 42 FISH CREEK WI 54212 ANGEL FUND 250 HELP OF DOOR COUNTY 219 GREEN BAY RD STURGEON BAY WI 54235 SUPPORT FOR ANNUAL OPERATIONS 1000 JACKSONPORT UNITED METHODIST CHURCH 6154 N CAVE POINT DR STURGEON BAY WI 54235 CAPITAL RESERVE CHALLENGE 22500 PROVIDENCE ACADEMY 3435 SHAWANO AVE GREEN BAY WI 54313 CAPITAL CAMPAIGN 2000 RIDGES SANCTUARY FESTIVAL OF NATURE 8166 HIGHWAY 57 BAILEYS HARBOR WI 54202 FESTIVAL OF NATURE DINNER SPONSORSHIP 2500 TADYCH'S MARKET PLACE 1250 N 14TH AVE STURGEON BAY WI 54235 COMMUNITY FOOD SUPPORT 450 THL SCHOLARSHIP FUND (GREATER GREEN BAY COMMUNITY FOUNDATION) 400 S WASHINGTON STREET GREEN BAY WI 54301 SUPPORT FOR ANNUAL OPERATIONS 40000 242400 0 14 2401 14 69471 14 527 18 499562 MISCELLANEOUS INCOME 18 199 0 572160 0 572160 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4274 4274 0 4274 ML #2176 CORE EQUITIES 1884425 1884425 ML #2017 PRIVATE EQUITIES 1219320 1219320 ML #2184 DIVIDEND GROWTH 1117468 1117468 ML #2278 BLACKSTONE ALTERNATIVES SOLUTION 2014 TRUST AT COST 262500 46969 ML #2278 BREP EUROPE IV REAL ESTATE FUND AT COST 238750 38096 ML #2278 CRESCENT VI MEZZANINE AT COST 279750 16391 ML #2278 BLACKSTONE ALTERNATIVES SOLUTION IV FUND AT COST 306250 233891 ML #2278 BLACKSTONE ALTERNATIVES SOLUTION V FUND AT COST 232500 248946 GREEN BAY PACKER SUPER BOWL RING AT COST 20000 20000 ML #2278 ACP POWER AND ENERGY REAL ASSET FUND AT COST 354750 1839 ML #2278 LS REAL ESTATE RECOVERY IV TRUST AT COST 272620 74522 ML #2278 BX STRATEGIC PARTNERS AT COST 210000 222105 ML #2278 BLACKSTONE REAL ESTATE AT COST 335000 320790 ML #2278 PARTNERS GROUP AT COST 355671 380602 ML #2278 BREP X COMMERCIAL REAL AT COST 67000 63324 ML #2278 FF PRIVATE EQUITIES AT COST:COLLER SECONDARIES ACCESS AT COST 86950 104828 ML #2278 FF PRIVATE EQUITIES AT COST:CARLYLE AIIP SECONDARIES A AT COST 85100 81400 PREPAID INCOME TAX 15520 1212 1212 OTHER INVESTMENT 8000 8000 8000 BANK SERVICE CHARGES 180 180 0 180 OUTSIDE SERVICES 4720 4720 0 4720 ADMINISTRATIVE EXPENSE 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