GIRL SCOUTS OF RIVERLAND COUNCIL ENDOWMENT TR DATED SEPT 25 2007: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GIRL SCOUTS OF RIVERLAND COUNCIL ENDOWMENT TR DATED SEPT 25 2007 (EIN 26-6358253)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-04
- IRS object ID
- 201711249349101301
- Schema version
- 2016v3.0
- 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 | 2017-05-04T11:00:14-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.206.209.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B411F5C10B4990F04E41D75323EF22F4E9C61B72 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E3329ACA56D9D264B62752E283BD15F8BAB7BA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $265,412 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,936 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $202 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $202 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,526 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,808 | 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 | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $157 | 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 | $3,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,612 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,392 | 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 | $228,682 | OtherAssetsBOYAmt |
| Other Assets EOY | $219,637 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $258,020 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $232,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,412 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $232,294 | CapitalStockBOYAmt |
| Capital Stock EOY | $227,029 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $232,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $232,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $232,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29 | OtherIncreasesAmt |
| Subtotal | $227,029 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $227,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 310.795 FIDELITY ADVISOR EMERGING MARKETS INCOME | 2014-04-28 | 2016-02-16 | $3,773 | $4,283 | -$510 | -$510 | |
| 110.251 INVESCO CONVERTIBLE SECURITIES Y | 2013-12-30 | 2016-02-26 | $2,362 | $2,659 | -$297 | -$297 | |
| 267.818 GOLDMAN SACHS MID CAP VALUE I | 2013-12-13 | 2016-02-29 | $8,144 | $7,625 | $519 | $519 | |
| 573.292 IVY MID CAP GROWTH I | 2011-12-14 | 2016-02-29 | $10,669 | $9,685 | $984 | $984 | |
| 377.921 MORGAN STANLEY INST SMALL CAP GROWTH IS | 2014-07-11 | 2016-02-29 | $4,520 | $3,714 | $806 | $806 | |
| 29.76 DELAWARE CORPORATE BOND I | 2014-10-06 | 2016-03-28 | $169 | $180 | -$11 | -$11 | |
| 14.485 EATON VANCE FLOATING RATE I | 2013-12-30 | 2016-03-28 | $123 | $133 | -$10 | -$10 | |
| 4.6 FIDELITY ADVISOR EMERGING MARKETS INCOME | 2014-04-28 | 2016-03-28 | $59 | $63 | -$4 | -$4 | |
| 38.477 GOLDMAN SACHS SMALL VALUE I | 2013-12-13 | 2016-03-28 | $1,883 | $1,336 | $547 | $547 | |
| 52.91 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2014-04-28 | 2016-03-28 | $542 | $565 | -$23 | -$23 | |
| 15.683 IVY HIGH INCOME I | 2013-12-30 | 2016-03-28 | $108 | $136 | -$28 | -$28 | |
| 8.142 LOOMIS SAYLES GLOBAL BOND I | 2013-12-30 | 2016-03-28 | $126 | $132 | -$6 | -$6 | |
| 22.414 PIMCO REAL RETURN I | 2014-04-28 | 2016-03-28 | $241 | $253 | -$12 | -$12 | |
| 4.594 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2015-10-29 | 2016-03-28 | $53 | $53 | |||
| 28.299 VANGUARD LARGE CAP INDEX ADM | 2014-12-18 | 2016-03-28 | $1,327 | $1,356 | -$29 | -$29 | |
| 16.791 DODGE & COX STOCK FUND | 2014-04-28 | 2016-04-28 | $2,721 | $2,847 | -$126 | -$126 | |
| 69.667 HARBOR CAPITAL APPRECIATION FUND | 2005-07-06 | 2016-04-28 | $3,969 | $1,663 | $2,306 | $2,306 | |
| 10.498 INVESCO CONVERTIBLE SECURITIES Y | 2013-12-30 | 2016-05-09 | $233 | $253 | -$20 | -$20 | |
| 20.895 ALLIANZGI NFJ DIVIDEND VALUE I | 2009-08-24 | 2016-05-09 | $328 | $202 | $126 | $126 | |
| 40.512 DELAWARE CORPORATE BOND I | 2014-10-06 | 2016-05-09 | $233 | $246 | -$13 | -$13 | |
| 3.93 DODGE & COX STOCK FUND | 2014-04-28 | 2016-05-09 | $616 | $666 | -$50 | -$50 | |
| 39.541 EATON VANCE FLOATING RATE I | 2013-12-30 | 2016-05-09 | $342 | $363 | -$21 | -$21 | |
| 23.268 AMERICAN EUROPACIFIC GROWTH F2 | 2013-10-22 | 2016-05-09 | $1,018 | $1,126 | -$108 | -$108 | |
| 32.5 FEDERATED ULTRASHORT BOND I | 2015-12-14 | 2016-05-09 | $295 | $294 | $1 | $1 | |
| 34.95 FEDERATED MORTGAGE INSTITUTIONAL | 2000-10-25 | 2016-05-09 | $341 | $337 | $4 | $4 | |
| 6.666 FIDELITY ADVISOR EMERGING MARKETS INCOME | 2014-04-28 | 2016-05-09 | $87 | $92 | -$5 | -$5 | |
| 81.884 GLENMEDE SECURED OPTIONS | 2016-04-22 | 2016-05-09 | $955 | $957 | -$2 | -$2 | |
| 18.206 GOLDMAN SACHS SMALL VALUE I | 2003-10-14 | 2016-05-09 | $923 | $477 | $446 | $446 | |
| 68.902 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2014-04-28 | 2016-05-09 | $713 | $735 | -$22 | -$22 | |
| 15.457 HARBOR CAPITAL APPRECIATION FUND | 2005-07-06 | 2016-05-09 | $877 | $369 | $508 | $508 | |
| 34.236 OAKMARK GLOBAL I | 2014-04-28 | 2016-05-09 | $846 | $1,038 | -$192 | -$192 | |
| 85.818 IVY HIGH INCOME I | 2013-12-30 | 2016-05-09 | $607 | $741 | -$134 | -$134 | |
| 11.989 LOOMIS SAYLES GLOBAL BOND I | 2013-12-30 | 2016-05-09 | $190 | $194 | -$4 | -$4 | |
| 67.474 METROPOLITAN WEST TOTAL RETURN BOND I | 2015-04-27 | 2016-05-09 | $733 | $744 | -$11 | -$11 | |
| 35.358 MORGAN STANLEY INST SMALL CAP GROWTH IS | 2009-03-23 | 2016-05-09 | $451 | $257 | $194 | $194 | |
| 2.724 OPPENHEIMER DEVELOPING MARKETS I | 2013-03-27 | 2016-05-09 | $82 | $95 | -$13 | -$13 | |
| 12.736 PIMCO FOREIGN BOND INSTITUTIONAL | 2014-04-28 | 2016-05-09 | $130 | $137 | -$7 | -$7 | |
| 63.94 PIMCO REAL RETURN I | 2014-04-28 | 2016-05-09 | $700 | $723 | -$23 | -$23 | |
| 28. SPDR EURO STOXX 50 ETF | 2015-04-27 | 2016-05-09 | $925 | $1,129 | -$204 | -$204 | |
| 34.146 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2015-10-29 | 2016-05-09 | $396 | $391 | $5 | $5 | |
| 36.07 VANGUARD LARGE CAP INDEX ADM | 2015-04-27 | 2016-05-09 | $1,714 | $1,767 | -$53 | -$53 | |
| 11.522 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2016-05-09 | $1,726 | $1,606 | $120 | $120 | |
| 430.165 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2015-10-29 | 2016-09-15 | $4,994 | $4,925 | $69 | $69 | |
| 646.372 DELAWARE CORPORATE BOND I | 2014-10-06 | 2016-11-11 | $3,710 | $3,917 | -$207 | -$207 | |
| 273.086 FEDERATED ULTRASHORT BOND I | 2015-12-14 | 2016-11-11 | $2,485 | $2,474 | $11 | $11 | |
| 155.765 LOOMIS SAYLES GLOBAL BOND I | 2013-12-30 | 2016-11-11 | $2,450 | $2,277 | $173 | $173 | |
| 1046.975 IVY HIGH INCOME I | 2013-12-30 | 2016-11-14 | $7,612 | $8,767 | -$1,155 | -$1,155 | |
| 181.872 IVY HIGH INCOME I | 2015-12-18 | 2016-11-14 | $1,322 | $1,262 | $60 | $60 | |
| CAPITAL GAIN DIVIDENDS | $3,357 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,936 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $272,743 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.001833 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,855 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $283,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052345 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,405 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054134 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,967 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $240,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053993 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,316 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $241,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046857 | DistributionYr5Rt |
| Total Distribution | 0.209162 | TotalDistributionRt |
| Average Distribution | 0.041832 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $254,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,739 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,855 | 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 | $96 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $220 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $124 | OverpaymentAmt |
| Applied To ES Tax | $96 | AppliedToESTaxAmt |
| Refund | $28 | 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 |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
| Regina Siegel | ||||||
| 2628 State Street | La Crosse | WI | 54601 | 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 |
| Trust Point Inc | ||||||
| 230 Front Street North | La Crosse | WI | 54601 | Trustee | 1 | $2,808 |
| Connie Troyanek | ||||||
| 2726 Shelby Road | La Crosse | WI | 54601 | Director | 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 |
| 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 | $258,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $258,307 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $258,307 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $254,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96 | TotalTaxAmt |
| Distributable Before Adj | $12,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,626 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,855 | 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 | $14,855 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $96 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,759 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,760 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $14,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,760 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,095 | 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 | $5,531 | 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 | $14,355 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,355 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,383 | 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 | $6,936 | 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 | $12,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,526 | 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 | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $29 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $134 | $134 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | $23 | $0 |