THE ALMA & HENRY LIND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ALMA & HENRY LIND FOUNDATION (EIN 39-6702283)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202001349349101510
- 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 | 396702283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIND ALMA & HENRY FOUNDATION 1045001414 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | 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 | DALE KLEVGARD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6087821148 | PhoneNum |
| Signature | 2020-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRUST POINT INC | PreparerPersonNm |
| Phone | 6087821148 | PhoneNum |
| Preparation | 2020-04-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 128.92.108.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 33B197E1F03C7B17A1A9FEEE689308756CAB6089 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3506D6ECE96397924ACDE23C4BC0FBEF9016594 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $472,639 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $127 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,675 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $428 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $428 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,669 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,188 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,188 | 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 | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | 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 | $6,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,925 | 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 | $430,671 | OtherAssetsBOYAmt |
| Other Assets EOY | $417,154 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $465,714 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $435,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $472,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $435,231 | CapitalStockBOYAmt |
| Capital Stock EOY | $424,079 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $435,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $424,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $435,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $424,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $435,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $68 | OtherIncreasesAmt |
| Subtotal | $424,079 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $424,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 366.061 INVESCO CONVERTIBLE SECURITIES Y | 2016-03-28 | 2019-01-31 | $8,430 | $7,612 | $818 | $818 | |
| 1029.505 PIMCO FOREIGN BOND INSTITUTIONAL | 2018-01-02 | 2019-04-22 | $11,201 | $10,691 | $510 | $510 | |
| 439. SPDR EURO STOXX 50 ETF | 2017-05-11 | 2019-04-22 | $16,807 | $16,652 | $155 | $155 | |
| 450.106 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2018-01-04 | 2019-04-22 | $4,947 | $5,129 | -$182 | -$182 | |
| 1062.099 VANGUARD SHORT TERM TREASURY ADM | 2018-08-01 | 2019-04-22 | $11,141 | $11,056 | $85 | $85 | |
| 1582.441 OAKMARK GLOBAL ADVISOR | 2017-10-19 | 2019-04-24 | $44,926 | $47,311 | -$2,385 | -$2,385 | |
| 230.894 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2018-01-02 | 2019-08-05 | $11,589 | $11,055 | $534 | $534 | |
| 473.705 OAKMARK INTERNATIONAL INST | 2019-04-30 | 2019-08-05 | $10,175 | $11,307 | -$1,132 | -$1,132 | |
| 28.298 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2019-04-22 | 2019-10-08 | $243 | $246 | -$3 | -$3 | |
| 1065.519 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2018-02-27 | 2019-10-08 | $9,142 | $10,154 | -$1,012 | -$1,012 | |
| 78.012 EATON VANCE FLOATING RATE I | 2019-05-03 | 2019-10-08 | $685 | $700 | -$15 | -$15 | |
| 982.264 EATON VANCE FLOATING RATE I | 2016-09-15 | 2019-10-08 | $8,624 | $8,624 | |||
| 377.98 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2019-04-22 | 2019-10-08 | $5,590 | $5,670 | -$80 | -$80 | |
| 306.075 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2018-01-04 | 2019-10-08 | $4,527 | $4,890 | -$363 | -$363 | |
| 1595.699 VANGUARD HIGH YIELD ADM | 2017-10-25 | 2019-10-08 | $9,351 | $9,331 | $20 | $20 | |
| 229.669 GOLDMAN SACHS SMALL VALUE I | 2017-12-14 | 2019-10-10 | $11,973 | $12,182 | -$209 | -$209 | |
| 6.607 INVESCO OPPENHEIMER DEVELOPING MRKTS R6 | 2013-03-27 | 2019-12-04 | $291 | $231 | $60 | $60 | |
| 14.411 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2011-06-22 | 2019-12-04 | $789 | $609 | $180 | $180 | |
| 240.702 FIDELITY U.S. BOND INDEX FUND | 2017-06-15 | 2019-12-04 | $2,881 | $2,806 | $75 | $75 | |
| 268.702 GLENMEDE SECURED OPTIONS I | 2018-07-31 | 2019-12-04 | $3,550 | $3,447 | $103 | $103 | |
| 10.285 GOLDMAN SACHS SMALL VALUE I | 2011-04-13 | 2019-12-04 | $567 | $448 | $119 | $119 | |
| 110.484 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2017-12-11 | 2019-12-04 | $1,331 | $1,392 | -$61 | -$61 | |
| 36.899 HARBOR CAPITAL APPRECIATION RETIREMENT | 2018-01-02 | 2019-12-04 | $2,928 | $2,448 | $480 | $480 | |
| 44.018 OAKMARK INTERNATIONAL INST | 2019-04-30 | 2019-12-04 | $1,074 | $1,051 | $23 | $23 | |
| 15.634 LORD ABBETT INFLATION FOCUSED I | 2017-02-09 | 2019-12-04 | $177 | $191 | -$14 | -$14 | |
| 50.299 PIMCO INCOME FUND I | 2018-01-09 | 2019-12-04 | $603 | $624 | -$21 | -$21 | |
| 67.646 PIMCO SHORT ASSET INVESTMENT INSTL | 2019-04-22 | 2019-12-04 | $677 | $678 | -$1 | -$1 | |
| 33.869 TIAA-CREF INTERNATIONAL EQ INDEX I | 2019-04-24 | 2019-12-04 | $677 | $644 | $33 | $33 | |
| 38.173 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2019-12-04 | $812 | $770 | $42 | $42 | |
| 36.344 VANGUARD LARGE CAP INDEX ADM | 2015-04-27 | 2019-12-04 | $2,627 | $1,781 | $846 | $846 | |
| 7.831 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2019-12-04 | $1,681 | $1,091 | $590 | $590 | |
| CAPITAL GAIN DIVIDENDS | $5,480 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,675 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $479,793 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,533 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $480,684 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046877 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $451,734 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053306 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $486,377 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051022 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,533 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $506,783 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046436 | DistributionYr5Rt |
| Total Distribution | 0.247019 | TotalDistributionRt |
| Average Distribution | 0.049404 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $465,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,978 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,112 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,600 | 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 | $134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $164 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30 | OverpaymentAmt |
| Applied To ES Tax | $30 | AppliedToESTaxAmt |
| Refund | $0 | 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 N | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Trust Point Inc | ||||||
| 230 Front Street North | La Crosse | WI | 54601 | Investment Advisor | 1 | $5,188 |
| Dale Klevgard | ||||||
| N8280 Sand Prairie Road | Hixton | WI | 54635 | Trustee | 1 | $0 |
| Todd Stittleburg | ||||||
| N6243 Noble Ct | Black River Falls | WI | 54615 | Trustee | 1 | $0 |
| Jolene Teeples | ||||||
| 405 Van Buren Street | Black River Falls | WI | 54615 | Trustee | 1 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $472,187 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $472,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $472,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $465,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $23,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,600 | 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 | $24,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,676 | 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 | $24,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,924 | 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 | $21,197 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dale Klevgard | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8280 Sand Prairie Rd | AddressLine1Txt |
| City | Hixton | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54635 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7159632224 | RecipientPhoneNum |
| Form And Info And Materials | No prescribed form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally limited to Black River Falls, WI area | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| St Johns Lutheran Church | ||||||||
| 351 WEST JEFFERSON STREET | Black River Falls | WI | 546151063 | NONE | PUBLIC | RELIGIOUS | $21,500 | |
| ZION LUTHERAN CHURCH | ||||||||
| 925 5TH AVENUE | ROCKFORD | IL | 61104 | NONE | PUBLIC | RELIGIOUS | $500 | |
| JACKSON COUNTY INTERFAITH VOLUNTEER | ||||||||
| PO BOX 354 | BLACK RIVER FALLS | WI | 54615 | NONE | PUBLIC | HUMANITARIAN | $500 | CAREGIVERS |
| JACKSON COUNTY RIGHT TO LIFE | ||||||||
| 5317 N 118TH CT | MILWAUKEE | WI | 53225 | NONE | PUBLIC | HUMANITARIAN | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,000 | 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 | $127 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,439 | 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 | $4,675 | 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 | $18,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,669 | 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 | $1,600 | Amt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $428 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $428 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $68 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $101 | $101 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $0 | $0 |