GIRL SCOUTS OF RIVERLAND COUNCIL ENDOWMENT TR DATED SEPT 25 2007: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GIRL SCOUTS OF RIVERLAND COUNCIL ENDOWMENT TR DATED SEPT 25 2007 (EIN 26-6358253)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202041349349100634
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T17:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST POINT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 FRONT STREET NORTH | AddressLine1Txt |
| City | La Crosse | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266358253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIRL SCOUTS ENDOWMENT TRUST 1045001833 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIRL | BusinessNameControlTxt |
| Phone | 6087821148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 FRONT STREET NORTH | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUST POINT INC | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6087821148 | PhoneNum |
| Signature | 2020-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
| Preparation | 2020-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $295,934 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,298 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $273 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $273 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,352 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,084 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,084 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $93 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,936 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $246,542 | OtherAssetsBOYAmt |
| Other Assets EOY | $238,575 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $290,998 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $251,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $243,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $295,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $251,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $243,511 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $251,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $243,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $251,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $251,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53 | OtherIncreasesAmt |
| Subtotal | $243,511 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $243,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 170.918 INVESCO CONVERTIBLE SECURITIES Y | 2018-01-09 | 2019-01-31 | $3,936 | $4,072 | -$136 | -$136 | |
| 297.693 PIMCO FOREIGN BOND INSTITUTIONAL | 2018-01-09 | 2019-04-22 | $3,239 | $3,189 | $50 | $50 | |
| 394. SPDR EURO STOXX 50 ETF | 2017-05-11 | 2019-04-22 | $15,085 | $15,063 | $22 | $22 | |
| 273.515 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2017-10-25 | 2019-04-22 | $3,006 | $3,112 | -$106 | -$106 | |
| 425.432 VANGUARD SHORT TERM TREASURY ADM | 2018-08-01 | 2019-04-22 | $4,463 | $4,429 | $34 | $34 | |
| 1144.425 OAKMARK GLOBAL ADVISOR | 2017-12-18 | 2019-04-24 | $32,490 | $34,359 | -$1,869 | -$1,869 | |
| 138.234 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2017-10-25 | 2019-08-05 | $6,938 | $6,600 | $338 | $338 | |
| 292.161 OAKMARK INTERNATIONAL INST | 2019-04-25 | 2019-08-05 | $6,276 | $6,927 | -$651 | -$651 | |
| 195.624 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2019-04-22 | 2019-10-08 | $1,678 | $1,702 | -$24 | -$24 | |
| 482.78 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2018-02-27 | 2019-10-08 | $4,142 | $4,601 | -$459 | -$459 | |
| 596.561 EATON VANCE FLOATING RATE I | 2018-01-09 | 2019-10-08 | $5,238 | $5,252 | -$14 | -$14 | |
| 202.043 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2019-04-22 | 2019-10-08 | $2,988 | $3,031 | -$43 | -$43 | |
| 92.643 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2017-10-25 | 2019-10-08 | $1,370 | $1,482 | -$112 | -$112 | |
| 1094.928 VANGUARD HIGH YIELD ADM | 2018-01-09 | 2019-10-08 | $6,416 | $6,313 | $103 | $103 | |
| 31.968 GOLDMAN SACHS SMALL VALUE I | 2017-06-12 | 2019-10-10 | $1,666 | $1,980 | -$314 | -$314 | |
| 373.421 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2017-12-11 | 2019-10-10 | $4,205 | $4,630 | -$425 | -$425 | |
| 7.372 INVESCO OPPENHEIMER DEVELOPING MRKTS R6 | 2013-03-27 | 2019-10-29 | $322 | $257 | $65 | $65 | |
| 15.562 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2011-09-22 | 2019-10-29 | $835 | $535 | $300 | $300 | |
| 66.546 FIDELITY U.S. BOND INDEX FUND | 2017-06-15 | 2019-10-29 | $793 | $776 | $17 | $17 | |
| 142.637 GLENMEDE SECURED OPTIONS I | 2018-07-31 | 2019-10-29 | $1,866 | $1,830 | $36 | $36 | |
| 21.378 GOLDMAN SACHS SMALL VALUE I | 2017-06-12 | 2019-10-29 | $1,171 | $1,324 | -$153 | -$153 | |
| 63.346 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2014-04-28 | 2019-10-29 | $743 | $676 | $67 | $67 | |
| 46.826 OAKMARK INTERNATIONAL INST | 2019-04-25 | 2019-10-29 | $1,138 | $1,110 | $28 | $28 | |
| 50.736 LORD ABBETT INFLATION FOCUSED I | 2017-02-09 | 2019-10-29 | $570 | $619 | -$49 | -$49 | |
| 34.889 PIMCO INCOME FUND I | 2017-10-25 | 2019-10-29 | $417 | $433 | -$16 | -$16 | |
| 19.012 PIMCO SHORT ASSET INVESTMENT INSTL | 2019-04-22 | 2019-10-29 | $190 | $191 | -$1 | -$1 | |
| 34.135 TIAA-CREF INTERNATIONAL EQ INDEX I | 2019-04-24 | 2019-10-29 | $674 | $649 | $25 | $25 | |
| 16.148 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2019-10-29 | $343 | $326 | $17 | $17 | |
| 43.206 VANGUARD LARGE CAP INDEX ADM | 2014-12-18 | 2019-10-29 | $3,039 | $2,070 | $969 | $969 | |
| CAPITAL GAIN DIVIDENDS | $4,599 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,298 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,677 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $295,837 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063133 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $287,195 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,759 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $254,432 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058008 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $272,743 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001833 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $283,792 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052345 | DistributionYr5Rt |
| Total Distribution | 0.17706 | TotalDistributionRt |
| Average Distribution | 0.035412 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $285,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $72 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,184 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,645 | 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 | $72 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $76 | OverpaymentAmt |
| Applied To ES Tax | $72 | AppliedToESTaxAmt |
| Refund | $4 | RefundAmt |
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 | WI | 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 | Trust Point Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 FRONT STREET NORTH | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mike Flanagan | ||||||
| 3033 E Main Street | Onalaska | WI | 54650 | Director | 1 | $0 |
| Donna Loveland | ||||||
| 2710 Quarry Road | La Crosse | WI | 54601 | Director | 1 | $0 |
| Rebecca Naugler | ||||||
| W5873 Hillcrest Drive | La Crosse | WI | 54601 | Director | 1 | $0 |
| Connie Troyanek | ||||||
| 2726 Shelby Road | La Crosse | WI | 54601 | Director | 1 | $0 |
| Mark Olson | ||||||
| 1605 Rose Street | La Crosse | WI | 54601 | Director | 1 | $0 |
| Trust Point Inc | ||||||
| 230 Front Street North | La Crosse | WI | 54601 | Trustee | 1 | $3,084 |
| 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 |
| 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 | $289,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $289,892 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $289,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $285,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72 | TotalTaxAmt |
| Distributable Before Adj | $14,205 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,205 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,205 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,645 | 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 | $15,645 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $72 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,645 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,645 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,205 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | GIRL SCOUTS OF WISONSIN | BusinessNameLine1Txt |
| Business Name Line2 | BADGERLAND | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN LINDA PAULS FLEMING | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FINANCIAL ASSISTANCE FOR | GrantOrContributionPurposeTxt |
| Amt | $14,645 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,645 | 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 | $136 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,645 | 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 | $2,298 | 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 | $10,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,352 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $273 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $273 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $53 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $93 | $93 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $0 | $0 |