2024-05-06T09:01:22-05:00 2023-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990 2023-01-01 222420804 TW CARL HULTQUIST FBO LUTHERN SOC 28-207870 HULT 2125250561 66 HUDSON BOULEVARD NEW YORK NY 10001 FOR HSBC BANK USA VP 2125250561 2024-05-02 true HELENE BINGAMAN false KELLY NEUGEBAUER P01285591 3124869399 2024-05-02 2023 2023-04-26 12:10:37Z X 76279 false X N/A X 1981 NY THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO PROVIDE MAINTENANCE AND OPERATION OF HULTQUIST MEM 1 0 0 0 0 0 0 13969 48726 0 13969 48726 61359 0 14855 8435 0 0 113 83 14968 69877 -999 -21151 381314 359600 0 0 381314 359600 THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO PROVIDE MAINTENANCE AND OPERATION OF HULTQUIST MEM false false 63046 61359 LUTHERAN SOCIAL SERVICES, 715 FALCONER ST JAMESTOWN, NY 14701 63046 true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false false false false false true false true true false false false NY X HSBC BANK USA 2125250561 66 HUDSON BOULEVARD NEW YORK NY 10001 X HSBC BANK USA TRUSTEE X 8435 0 0 8435 0 0 false false false 12351 12351 63928 27553 36375 36375 36375 48726 48726 61359 61359 8435 1687 6748 FOREIGN TAX WITHHELD 83 83 69877 63046 6831 0 11292 12140 370022 347460 381314 359600 0 0 X 381314 359600 381314 359600 381314 359600 X -21151 -563 X false false false X X 1 LUTHERAN SOCIAL SERVICES 912101156 3 true 61359 0 1 61359 0 true false false false false false false false false false false true false false false false true false true 0 0 10865 12351 10865 12351 0 11897 6830 0 0 5521 435889 559975 1406 6528 0 437295 566503 0 0 437295 566503 6559 8498 430736 558005 15076 19530 0 15076 19530 0 0 15076 15076 0 15076 61359 0 1687 0 0 0 63046 0 15076 0 15076 0 0 0 30759 3741 3071 37571 0 15076 0 22495 63046 0 63046 0 0 85541 0 15683 3741 3071 63046 PART IV, SECTION D, LINE 2 AS PART OF THE TRUSTEE'S VISITATION REQUIREMENT, THEY CONTACT THE SUPPORTED ORGANIZATION ON AN ANNUAL BASIS TO ENSURE THE STATEMENTS AND INCOME FROM THE TRUST ARE BEING RECEIVED. ALSO DURING THIS CALL, A REPRESENTATIVE FROM THE SUPPORTED ORGANIZATION WOULD PROVIDE AN UPDATE ON ITS OPERATIONS. PART IV, SECTION D, LINE 3 THE TRUSTEES MEET REGULARLY WITH OFFICERS OF THE BENEFICIARY ORGANIZATION TO DISCUSS WITH THEM THE AMOUNT OF SUPPORT TO BE RECEIVED, THE SUPPORTING ORGANIZATION FINANCES AND BALANCE SHEET, AND TO FIELD ANY QUESTIONS THEY MAY HAVE. XXX-XX-XXXX ISHARES CORE TOTAL US AGG 83422 C 46435G672 ISHARES INTERNATIONAL AGG 30053 C XXX-XX-XXXX ISHARES JP MORGAN USD EME 6527 C 78464A391 SPDR BBG BARCLAY EM LOCAL 11522 C XXX-XX-XXXX ISHARES CORE S&P MIDCAP E 9745 C XXX-XX-XXXX ISHARES MSCI EAFE ETF 30197 C XXX-XX-XXXX ISHARES RUSSELL 2000 GROW 11299 C XXX-XX-XXXX ISHARES RUSSELL 2000 VALU 1955 C 78462F103 SPDR S&P 500 ETF TRUST S5 131769 C XXX-XX-XXXX VANGUARD 500 INDEX FUND A 21942 C 46435U853 ISHARES BROAD USD HIGH YI 9029 C 347460 true LUTHERAN SOCIAL SERVICES 715 FALCONER STREET JAMESTON NY 14701 912101156 170(b)(1)(A)(ii) 61359 PROGRAM SUPPORT 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE BENEFICIARY PROVIDES ANNUAL UPDATES DESCRIBING HOW THE ANNUAL DISTRIBUTIONS WERE EXPENDED. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W CARL HULTQUIST FBO LUTHERN SOC. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W CARL HULTQUIST FBO LUTHERN SOC. THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE TRUSTEE REVIEWS THE COMPLETED FORM 990 PROVIDED BY THEIR TAX PREPARER PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 T/W CARL HULTQUIST FBO LUTHERN SOC MAKES ITS GOVERNING DOCUMENTS AND TAX DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 COST BASIS ADJUSTMENT LUTHERAN SOCIAL SERVICES 715 FALCONER STREET JAMESTON NY 14701 912101156 SKILLED NURSING, CHILDREN'S HOME, SENIOR HOUS NY 501(c)(3) 10 NA false false true false false false false false false false false false false false false false false false false false