THE LUTHER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE LUTHER FAMILY FOUNDATION (EIN 41-1798367)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349103960
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:37:28-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 5001 AMERICAN BLVD W SUITE 699 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORY KINER | PreparerPersonNm |
| PTIN | P00487634 | PTIN |
| Phone | 9525489150 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.45.164.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 14:37:25 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1765E59648C66C46FEE8AB3878DC2B76C3022BB9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1765E59648C66C46FEE8AB3878DC2B76C3022BB9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,853,127 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $144,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $889,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,065,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $889,179 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $666 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $666 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,034,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,034,296 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $70,724 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,724 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $773 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $595,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $595,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $727,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $595,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $306,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $962,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,010,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $579,750 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $579,750 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,060 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $558,356 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,455,479 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,455,747 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,969,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,171,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,989,443 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $572,662 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,215,494 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,828,187 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,115,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,421,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,853,127 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,115,253 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,421,950 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,115,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,421,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,115,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,421,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,115,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $306,697 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,421,950 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,421,950 | 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 |
|---|---|---|---|---|---|---|---|
| 04206 LT COVERED | P | 2017-08-23 | 2018-12-31 | $240,000 | $240,000 | $0 | $0 |
| 04206 LT NON-COVERED | P | 2000-04-25 | 2018-12-31 | $627,834 | $121,545 | $506,289 | $506,289 |
| 04326 ST COVERED | P | 2018-01-01 | 2018-12-31 | $386,359 | $407,087 | -$20,728 | -$20,728 |
| 04326 LT COVERED | P | 2001-01-01 | 2018-12-31 | $1,103,492 | $854,946 | $248,546 | $248,546 |
| 04326 LT NON-COVERED | P | 2001-01-01 | 2018-12-31 | $127,205 | $120,078 | $7,127 | $7,127 |
| 04347 ST COVERED | P | 2018-01-01 | 2018-12-31 | $106,367 | $115,196 | -$8,829 | -$8,829 |
| 04347 LT COVERED | P | 2001-01-01 | 2018-12-31 | $473,955 | $317,181 | $156,774 | $156,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $889,179 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$29,557 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $651,865 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,146,236 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058483 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $577,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,003,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $404,444 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,159,834 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $373,953 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,910,897 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037731 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $505,207 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,792,289 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057460 | DistributionYr5Rt |
| Total Distribution | 0.251176 | TotalDistributionRt |
| Average Distribution | 0.050235 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,554,025 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $580,416 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,628 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $590,044 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $595,000 | 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 | $9,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,772 | OverpaymentAmt |
| Applied To ES Tax | $53,772 | 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 | 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 | 9522588800 | 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 | $10,310,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,419,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,729,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,729,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,554,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,628 | TotalTaxAmt |
| Distributable Before Adj | $568,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $568,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $568,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $595,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $595,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,628 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $585,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $568,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $424,294 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $92,470 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $649,594 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $595,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $568,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,927 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $676,521 | 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 | $424,294 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $252,227 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $92,470 | ExcessFromYear2Amt |
| Excess From Year1 | $132,830 | ExcessFromYear1Amt |
| Excess From Current Year | $26,927 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNION CONGREGATIONAL UNITED CHURCH | ||||||
| 3700 ALABAMA AVE | ST LOUIS PARK | MN | 55416 | PC | GENERAL | $4,500 |
| FEED MY STARVING CHILDREN | ||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | PC | GENERAL | $50,000 |
| GIGI'S PLAYHOUSE | ||||||
| 4740 PARK GLEN ROAD | MINNEAPOLIS | MN | 55416 | PC | GENERAL | $10,000 |
| MINNESOTA ADULT & TEEN CHALLENGE | ||||||
| 1619 PORTLAND AVENUE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL | $9,000 |
| COMMON HOPE | ||||||
| 1400 ENERGY PARK DRIVE 23 | ST PAUL | MN | 55108 | PC | GENERAL | $10,000 |
| NC LITTLE MEMORIAL HOSPICE | ||||||
| 7019 LYNMAR LANE | EDINA | MN | 55435 | PC | GENERAL | $10,000 |
| MAYO CLINIC DEPT OF DEVELOPMENT | ||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | GENERAL | $100,000 |
| GRAHAM RAHAL FOUNDATION | ||||||
| 1301 WEST LONG LAKE RD SUITE 250 | TROY | MI | 48098 | PC | GENERAL | $5,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | GENERAL | $10,000 |
| BLAISDELL YMCA | ||||||
| 30 SOUTH 9TH STREET | MINNEAPOLIS | MN | 55402 | PC | GENERAL | $30,000 |
| THE FOOD GROUP | ||||||
| 8501 54TH AVE N | NEW HOPE | MN | 55428 | PC | GENERAL | $50,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||
| 200 SE OAK STREET 500 | MINNEAPOLIS | MN | 55455 | PC | GENERAL | $15,000 |
| PARK NICOLLET FOUNDATION | ||||||
| 6500 EXCELSIOR BOULEVARD | ST LOUIS PARK | MN | 55426 | PC | GENERAL | $5,000 |
| BOYS & GIRLS CLUB | ||||||
| 690 JACKSON ST | ST PAUL | MN | 55130 | PC | GENERAL | $10,000 |
| CEAP | ||||||
| 7051 BROOKLYN BOULEVARD | BROOKLYN CENTER | MN | 55429 | PC | GENERAL | $20,000 |
| CRISTO REY JESUIT HS | ||||||
| 2924 4TH AVE S | MINNEAPOLIS | MN | 55408 | PC | GENERAL | $10,000 |
| COMMUNITY EMERGENCY SERVICES | ||||||
| 1900 11TH AVE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL | $15,000 |
| HOUSE OF CHARITY | ||||||
| 510 SOUTH 8TH STREET | MINNEAPOLIS | MN | 55404 | PC | GENERAL | $20,000 |
| THE GIFT GARAGE | ||||||
| 5925 NICOLLET AVE | MINNEAPOLIS | MN | 55419 | PC | GENERAL | $10,000 |
| MINNESOTA ADULT & TEEN CHALLENGE | ||||||
| 1619 PORTLAND AVENUE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL | $25,000 |
| ST JUDE RESEARCH HOSPITAL | ||||||
| 5353 WAYZATA BLVD 500 | ST LOUIS PARK | MN | 55416 | PC | GENERAL | $10,000 |
| THE SALVATION ARMY | ||||||
| 2445 PRIOR AVE N | ROSEVILLE | MN | 55113 | PC | GENERAL | $25,000 |
| THE SHERIDAN STORY | ||||||
| 740 GARDUBG ST NE STE B | MINNEAPOLIS | MN | 55413 | PC | GENERAL | $15,000 |
| TORAH ACADEMY | ||||||
| 2800 JOPPA AVE S | MINNEAPOLIS | MN | 55416 | PC | GENERAL | $10,000 |
| VOLUNTEERS OF AMERICA | ||||||
| 7625 METRO BLVD | EDINA | MN | 55439 | PC | GENERAL | $5,000 |
| UNION GOSPEL MISSION | ||||||
| 77 NINTH STREET EAST | ST PAUL | MN | 55101 | PC | GENERAL | $20,000 |
| AVENUES FOR HOMELESS | ||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | PC | GENERAL | $15,000 |
| COURAGE KENNY FOUNDATION | ||||||
| 3915 GOLDEN VALLEY ROAD | MINNEAPOLIS | MN | 55422 | PC | GENERAL | $10,000 |
| SPARE KEY | ||||||
| 2021 E HENNEPIN AVE 475 | MINNEAPOLIS | MN | 55413 | PC | GENERAL | $10,000 |
| TREE HOUSE | ||||||
| 5666 LINCOLN DRIVE 201 | MINNEAPOLIS | MN | 55436 | PC | GENERAL | $20,000 |
| TRUE FRIEND | ||||||
| 10509 108TH ST NW | ANNANDALE | MN | 55302 | PC | GENERAL | $10,000 |
| THE BRIDGE FOR YOUTH | ||||||
| 1111 W 22ND ST | MINNEAPOLIS | MN | 55405 | PC | GENERAL | $3,000 |
| NEWGATE SCHOOL | ||||||
| 2900 E HENNEPIN AVE | MINNEAPOLIS | MN | 55413 | PC | GENERAL | $15,000 |
| OASIS FOR YOUTH | ||||||
| 2200 W OLD SHAKOPEE ROAD | BLOOMINGTON | MN | 55431 | PC | GENERAL | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $595,000 | 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 | $144,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $889,179 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $180 |
| TIPS BASIS ADJUSTMENT | 01 | $486 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,034,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,034,296 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,215,494 | EOYBookValueAmt |
| EOYFMV | $3,828,187 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,171,227 | EOYBookValueAmt |
| EOYFMV | $4,989,443 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,455,479 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,455,747 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINNESOTA FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $180 | $180 | $180 |
| TIPS BASIS ADJUSTMENT | $486 | $486 | $486 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $70,724 | Amt |
| Net Investment Income | $70,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $61,077 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $773 | $773 | $0 | $0 |