2025-05-12T10:01:21-05:00 2024-12-31 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2024-01-01 396702283 LIND ALMA & HENRY FOUNDATION 1045001414 LIND 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 JOLENE TEEPLES Trustee 6087821148 2025-05-12 true false TRUST POINT INC 6087821148 2025-05-12 2024 2025-03-06 01:10:19Z X 442007 X 72 72 14367 14367 6999 123766 6999 0 21438 21438 0 0 0 0 0 0 1600 0 0 1600 5221 5221 0 0 250 250 0 0 0 0 0 0 0 7071 5471 0 1600 21750 21750 28821 5471 0 23350 -7383 15967 0 6558 8189 8189 0 0 0 0 394867 385736 433818 401425 393925 442007 0 X 401425 393925 401425 393925 401425 393925 401425 -7383 0 394042 117 393925 1196.098 FIDELITY U.S. BOND INDEX FUND 2019-10-08 2024-02-07 12308 14356 -2048 -2048 1313.008 FIDELITY LONG-TERM TREASURY BOND INDEX 2023-07-27 2024-02-07 12802 13261 -459 -459 6. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-28 2024-02-07 1052 915 137 137 662.964 VANGUARD SHORT TERM TREASURY ADM 2023-02-17 2024-02-07 6524 6563 -39 -39 306. INVESCO S&P 500 LOW VOLATILITY ETF 2023-04-20 2024-03-18 19827 19466 361 361 810.834 FIDELITY U.S. BOND INDEX FUND 2019-08-05 2024-04-01 8262 9569 -1307 -1307 88.548 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2024-10-10 1008 864 144 144 93.77 CONESTOGA SMALL CAP INST 2020-05-18 2024-10-25 7191 5231 1960 1960 1167.221 DWS RREEF REAL ASSETS STRATEGY 2021-02-16 2024-10-25 14462 13085 1377 1377 839.098 FIDELITY U.S. BOND INDEX FUND 2019-05-03 2024-10-25 8693 9726 -1033 -1033 427.9 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2018-11-01 2024-10-25 7865 8635 -770 -770 228.546 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2020-09-16 2024-10-25 6936 5460 1476 1476 33.563 GQG PARTNERS EMERGING MARKETS EQUITY I 2024-10-10 2024-12-18 560 604 -44 -44 13.401 CONESTOGA SMALL CAP INST 2020-05-18 2024-12-18 1081 748 333 333 17. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-28 2024-12-18 3378 2591 787 787 15.415 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2024-12-18 2103 631 1472 1472 4.342 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2024-12-18 1422 605 817 817 26.468 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2020-09-16 2024-12-18 812 632 180 180 94. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2024-12-18 4726 3825 901 901 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 CAPITAL GAIN DIVIDENDS P 2754 6999 222 0 222 0 222 156 0 0 156 0 66 0 0 false false false false false false false true true WI true false false false false true Alma and Henry Lind Foundation C/O Trust Point Inc 6087821148 230 FRONT STREET N LA CROSSE WI 54601 false false false false false false false false false false false false false false false false false false false false false Paul Helstad W12300 County Road P Black River Falls WI 54615 Trustee 1 0 Don Roach I 26047 Broadway Ave Warrens WI 54666 Trustee 1 0 Jolene Teeples N8470 County Road E Black River Falls WI 54615 Trustee 1 0 NONE 0 NONE 0 NONE NONE 450153 0 0 450153 0 0 450153 6752 443401 22170 22170 222 222 21948 0 21948 0 21948 23350 0 0 0 0 23350 21948 19468 0 0 0 0 0 0 0 23350 19468 0 0 3882 0 0 0 0 0 0 0 0 18066 0 0 0 0 0 0 0 0 Jolene Teeples N8470 County Road E Black River Falls WI 54615 7152999540 No prescribed form None Generally limited to Black River Falls, WI area ST JOHN LUTHERAN CHURCH 351 W JEFFERSON STREET BLACK RIVER FALLS WI 54615 NONE PUBLIC RELIGIOUS 21750 21750 14 72 14 14367 18 6999 21438 21438 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1600 1600 ACCRUED INCOME/LOSS ADJUSTMENT 117 CUSTODIAN & MANAGEMENT FEES (A 5221 5221 FEDERAL ESTIMATES - PRINCIPAL 138 138 0 FOREIGN TAXES ON QUALIFIED FOR 112 112 0