THE LUTHER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE LUTHER FAMILY FOUNDATION (EIN 41-1798367)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-25
- IRS object ID
- 202332069349100318
- Schema version
- 2022v5.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-25T13:33:55-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411990680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ET KELLY & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 OHMS LANE SUITE 125 | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411798367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUTHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 9522588800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 ALABAMA AVENUE SOUTH | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES DAVID LUTHER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9522588800 | PhoneNum |
| Signature | 2023-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | DAVID LUTHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA COSTELLO | PreparerPersonNm |
| PTIN | P01077945 | PTIN |
| Phone | 9525489150 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,167,087 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $160,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $716,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,297,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $716,943 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64,873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,942,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $877,381 | 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 |
| Legal Fees Rev And Expnss | $1,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,750 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $106,572 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,851 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $512 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $222 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $743,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $743,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $949,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $745,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $992,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,448,505 | CashBOYAmt |
| Cash EOY | $1,662,036 | CashEOYAmt |
| Cash EOYFMV | $1,662,036 | CashEOYFMVAmt |
| Acct Rcvbl | $1,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $977 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,000 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,427,616 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,860,020 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,686,624 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,373,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,970,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,203,651 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $940,394 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $690,357 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $613,776 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,191,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,183,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,167,087 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,191,083 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,183,569 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,191,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,183,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,191,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,183,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,191,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $992,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,183,569 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,183,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 4206 ST COVERED | P | 2021-09-13 | 2022-03-31 | $240,000 | $240,000 | $0 | $0 |
| MERRILL LYNCH 4206 LT COVERED | P | 2019-08-28 | 2022-09-06 | $240,000 | $240,000 | $0 | $0 |
| MERRILL LYNCH 4326 ST COVERED | P | 2022-02-01 | 2022-12-31 | $840,313 | $952,604 | -$112,291 | -$112,291 |
| MERRILL LYNCH 4326 LT COVERED | P | 2021-01-01 | 2022-12-31 | $2,941,824 | $2,111,278 | $830,546 | $830,546 |
| MERRILL LYNCH 4326 LT NON COVERED | P | 2021-01-01 | 2022-12-31 | $35,000 | $36,325 | -$1,325 | -$1,325 |
| MERRILL LYNCH 4326 CASH IN LIEU | P | 2021-01-01 | 2022-12-31 | $9 | $9 | $9 | |
| MERRILL LYNCH 4326 CAPITAL GAIN DISTRIB | P | 2021-01-01 | 2022-12-31 | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $716,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,808 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $64,808 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,133 | OverpaymentAmt |
| Applied To ES Tax | $54,133 | 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 | Yes (1) | 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 | MN | 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 | CHARLES DAVID LUTHER | IndividualWithBooksNm |
| Phone | 9525288800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 ALABAMA AVENUE SOUTH | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES DAVID LUTHER | ||||||||
| 3701 ALABAMA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | OFFICER | 1.00 | $0 | $0 | $0 |
| RUDY DAN LUTHER | ||||||||
| 3701 ALABAMA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | OFFICER | 1.00 | $0 | $0 | $0 |
| BARB HILBERT | ||||||||
| 3701 ALABAMA AVENUE SOUTH | ST LOUIS PARK | MN | 55416 | OFFICER | 1.00 | $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 | $12,234,186 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,158,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,392,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,392,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,191,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $659,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $659,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,675 | TotalTaxAmt |
| Distributable Before Adj | $648,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $648,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $648,901 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $745,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $745,472 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $648,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $132,830 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $246,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $561,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $745,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $648,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,571 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $658,081 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $132,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $525,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,927 | ExcessFromYear4Amt |
| Excess From Year3 | $95,272 | ExcessFromYear3Amt |
| Excess From Year2 | $60,040 | ExcessFromYear2Amt |
| Excess From Year1 | $246,441 | ExcessFromYear1Amt |
| Excess From Current Year | $96,571 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES DAVID LUTHER | ContributingManagerNm |
| Contributing Manager | RUDY DAN LUTHER | ContributingManagerNm |
| Contributing Manager | BARB HILBERT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LUTHER FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 ALABAMA AVENUE SOUTH | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9522588800 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR CONTRIBUTIONS SHOULD CONTAIN A BRIEF DESCRIPTION OF THE APPLICANT AND PROPOSED USE OF THE FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AVENUES FOR HOMELESS | ||||||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | PC | GENERAL | $10,000 | ||||
| BLAISDELL YMCA | ||||||||||
| 651 NICOLLET MALL 500 | MINNEAPOLIS | MN | 55402 | PC | GENERAL | $40,000 | ||||
| BRIDGING INC | ||||||||||
| 201 WEST 87TH ST | BLOOMINGTON | MN | 55420 | PC | GENERAL | $10,000 | ||||
| CATHOLIC CHARITIES | ||||||||||
| 1200 SECOND AVE S | MINNEAPOLIS | MN | 55403 | PC | GENERAL | $99,000 | ||||
| CEAP | ||||||||||
| 7051 BROOKLYN BLVD | BROOKLYN CENTER | MN | 55429 | PC | GENERAL | $20,000 | ||||
| COMMON HOPE | ||||||||||
| 1400 ENERGY PARK DR 23 | ST PAUL | MN | 55108 | PC | GENERAL | $10,000 | ||||
| COMMUNITY EMERGENCY SERVICES | ||||||||||
| 1900 11TH AVE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL | $20,000 | ||||
| CORNERSTONE ADVOCATES | ||||||||||
| 1000 E 80TH ST | BLOOMINGTON | MN | 55420 | PC | GENERAL | $10,000 | ||||
| CRISTO REY | ||||||||||
| 2924 4TH AVE SOUTH | MINNEAPOLIS | MN | 55408 | PC | GENERAL | $10,000 | ||||
| CROSS SERVICES | ||||||||||
| 12915 WEINAND CIRCLE | ROGERS | MN | 55374 | PC | GENERAL | $5,000 | ||||
| EVERY MEAL | ||||||||||
| 2723 PATTON RD | ROSEVILLE | MN | 55113 | PC | GENERAL | $20,000 | ||||
| FEED MY STARVING CHILDREN | ||||||||||
| 990 LONE OAK ROAD STE 136 | EAGAN | MN | 55121 | PC | GENERAL | $50,000 | ||||
| GRAHAM & COURTNEY RAHAL FOUNDATION | ||||||||||
| 4601 LYMAN DR | HILLIARD | OH | 43026 | PC | GENERAL | $15,000 | ||||
| LIFT GARAGE | ||||||||||
| 2401 E LAKE STREET | MINNEAPOLIS | MN | 55406 | PC | GENERAL | $10,000 | ||||
| MAYO CLINIC | ||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | GENERAL | $110,000 | ||||
| METRO HOPE MINISTRIES | ||||||||||
| 2739 CEDAR AVE | MINNEAPOLIS | MN | 55407 | PC | GENERAL | $10,000 | ||||
| MINNEAPOLIS UNITED | ||||||||||
| 5500 NICOLLET AVE S SUITE 19200 | MINNEAPOLIS | MN | 55419 | PC | GENERAL | $52,500 | ||||
| NEWGATE SCHOOL | ||||||||||
| 2900 E HENNEPIN AVE | MINNEAPOLIS | MN | 55413 | PC | GENERAL | $10,000 | ||||
| PACER CENTER | ||||||||||
| 8161 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | PC | GENERAL | $10,000 | ||||
| RELATE COUNSELING CENTER | ||||||||||
| 5125 COUNTY RIAD 101 SUITE 300 | MINNETONKA | MN | 55345 | PC | GENERAL | $10,000 | ||||
| THE FOOD GROUP | ||||||||||
| 8501 54TH AVE N | NEW HOPE | MN | 55428 | PC | GENERAL | $50,000 | ||||
| TREE HOUSE | ||||||||||
| 5757 WAYZATA BOULEVARD | MINNEAPOLIS | MN | 55416 | PC | GENERAL | $20,000 | ||||
| TRUE FRIENDS | ||||||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | PC | GENERAL | $10,000 | ||||
| UNION GOSPEL MISSION | ||||||||||
| 376 WESTERN AVENUE | ST PAUL | MN | 55103 | PC | GENERAL | $20,000 | ||||
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||||
| 200 SE OAK STREET 500 | MINNEAPOLIS | MN | 55455 | PC | GENERAL | $15,000 | ||||
| WITHALL | ||||||||||
| 5354 PARKDALE DR | ST LOUIS PARK | MN | 55416 | PC | GENERAL | $10,000 | ||||
| YOUNG LIFE | ||||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | GENERAL | $10,000 | ||||
| DAV OF MINNESOTA | ||||||||||
| 20 WEST 12 STREET BLDG FLOOR 3 | ST PAUL | MN | 55155 | PC | GENERAL | $10,000 | ||||
| KTIS | ||||||||||
| 3003 SNELLING AVENUE N | ST PAUL | MN | 55113 | PC | GENERAL | $6,000 | ||||
| BREAST CANCER RESEARCH | ||||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL | $1,000 | ||||
| MINNESOTA ZOO FOUNDATION | ||||||||||
| 13000 ZOO BOULEVARD | APPLE VALLEY | MN | 55124 | PC | GENERAL | $10,000 | ||||
| BLUEBIRDS & BLOOMS | ||||||||||
| 7001 CAHILL ROAD SUITE 17 | EDINA | MN | 55439 | PC | GENERAL | $5,000 | ||||
| YOUTH INVESTMENT FOUNDATION AKA TIMBER BAY | ||||||||||
| 1364 HAMEL ROAD | MEDINA | MN | 55340 | PC | GENERAL | $5,000 | ||||
| SIMPSON HOUSING SERVICES | ||||||||||
| 160 GLENWOOD AVENUE | MINNEAPOLIS | MN | 55405 | PC | GENERAL | $15,000 | ||||
| UKRAINIAN RED CROSS SOCIETY | ||||||||||
| PC | GENERAL | $5,000 | 01004 KYIV PUSHKINSKA STREET | BUILDING 30 | SHEVCHENKIVSKY DISTRICT | UP | ||||
| MINNESOTA ASSISTANCE COUNCIL FOR VETERANS | ||||||||||
| 1000 UNIVERSITY AVE W SUITE 10 | ST PAUL | MN | 55104 | PC | GENERAL | $10,000 | ||||
| BLOOMINGTON LIVING HOPE LUTHERAN SCHOOL | ||||||||||
| 10600 BLOOMINGTON FERRY ROAD | BLOOMINGTON | MN | 55438 | PC | GENERAL | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $743,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $716,943 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $65 |
| TIPS BASIS ADJUSTMENT | 01 | |
| FEDERAL TAX REFUND | 01 | $64,808 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $942,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $942,479 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LUTHER FAMILY LIMITED PARTNERSHIP | ||||||
| 1 | 3701 ALABAMA AVE SOUTH | ST LOUIS PARK | MN | 55416 | $620,000 | Yes (X) |
| THE LUTHER HOLDING COMPANY | ||||||
| 2 | 3701 ALABAMA AVE SOUTH | ST LOUIS PARK | MN | 55416 | $380,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $690,357 | EOYBookValueAmt |
| EOYFMV | $613,776 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,970,156 | EOYBookValueAmt |
| EOYFMV | $9,203,651 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,860,020 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,686,624 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Legal Fees | $1,750 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MINNESOTA FILING FEE | $25 | $0 | $25 |
| MINNESOTA FILING LATE FEE | $50 | $0 | $50 |
| MISCELLANEOUS EXPENSE | $437 | $0 | $147 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $65 | $65 | $65 |
| FEDERAL TAX REFUND | $64,808 | $64,808 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $106,572 | Amt |
| Net Investment Income | $106,572 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $94,808 | $0 | $0 |
| FOREIGN TAXES | $2,851 | $2,851 | $0 |