JAMES & PAULA TANKENOFF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & PAULA TANKENOFF FOUNDATION (EIN 41-1961022)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-21
- IRS object ID
- 202301119349100110
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-21T10:00:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390415000 | PreparerFirmEIN |
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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411961022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANKENOFF JAMES & PAULA FAM FDN AGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TANK | 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 | JAMES TANKENOFF | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6087821148 | PhoneNum |
| Signature | 2023-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
| Preparation | 2023-03-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,661 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $362 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $46 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,087 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $466 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $466 | 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 | $227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $227 | 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 |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,830 | 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 | $72,659 | OtherAssetsBOYAmt |
| Other Assets EOY | $60,003 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $62,831 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $74,049 | CapitalStockBOYAmt |
| Capital Stock EOY | $61,833 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,984 | SubtotalAmt |
| Other Decreases | $151 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (118 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5.459 AMERICAN BEACON DEVELOPING WORLD INCOME | 2019-04-22 | 2022-01-04 | $45 | $47 | -$2 | -$2 | |
| 4.206 ARTISAN HIGH INCOME I | 2020-12-21 | 2022-01-04 | $42 | $42 | |||
| 2.755 CONESTOGA SMALL CAP INST | 2020-05-18 | 2022-01-04 | $236 | $154 | $82 | $82 | |
| 1.177 DODGE & COX STOCK FUND CLASS I | 2020-12-24 | 2022-01-04 | $297 | $224 | $73 | $73 | |
| 13.204 EATON VANCE EMERGING MKTS DBT OPPS R6 | 2020-12-22 | 2022-01-04 | $114 | $121 | -$7 | -$7 | |
| 13.023 FEDERATED HERMES ULTRASHORT BOND I | 2021-05-24 | 2022-01-04 | $119 | $120 | -$1 | -$1 | |
| 33.591 FIDELITY U.S. BOND INDEX FUND | 2019-08-05 | 2022-01-04 | $399 | $401 | -$2 | -$2 | |
| 23.698 OAKMARK INTERNATIONAL R6 | 2020-12-24 | 2022-01-04 | $679 | $617 | $62 | $62 | |
| 21.101 LORD ABBETT INFLATION FOCUSED I | 2018-08-03 | 2022-01-04 | $264 | $250 | $14 | $14 | |
| 29.802 PIMCO INCOME FUND I | 2017-06-15 | 2022-01-04 | $355 | $368 | -$13 | -$13 | |
| 6.098 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2022-01-04 | $681 | $249 | $432 | $432 | |
| .678 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2022-01-04 | $213 | $94 | $119 | $119 | |
| 13.774 WILLIAM BLAIR SMALL CAP VALUE CLASS I | 2020-12-24 | 2022-01-04 | $473 | $404 | $69 | $69 | |
| 50.122 INVESCO DEVELOPING MRKTS R6 | 2020-12-24 | 2022-02-16 | $2,331 | $2,283 | $48 | $48 | |
| 8.03 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2020-12-24 | 2022-02-16 | $484 | $547 | -$63 | -$63 | |
| 278.559 FEDERATED HERMES ULTRASHORT BOND I | 2021-05-24 | 2022-02-16 | $2,543 | $2,571 | -$28 | -$28 | |
| 36.326 DWS RREEF REAL ASSETS STRATEGY | 2021-02-16 | 2022-03-10 | $478 | $407 | $71 | $71 | |
| 50.676 FIDELITY U.S. BOND INDEX FUND | 2019-08-05 | 2022-03-10 | $577 | $605 | -$28 | -$28 | |
| 5. ISHARES CORE 1-5 YEAR BOND ETF | 2022-02-17 | 2022-03-10 | $244 | $247 | -$3 | -$3 | |
| 35.494 LORD ABBETT INFLATION FOCUSED I | 2018-08-03 | 2022-03-10 | $445 | $421 | $24 | $24 | |
| 29.535 PIMCO INCOME FUND I | 2021-02-17 | 2022-03-10 | $331 | $359 | -$28 | -$28 | |
| 8.159 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2022-03-10 | $166 | $165 | $1 | $1 | |
| 85.715 OAKMARK INTERNATIONAL R6 | 2021-12-21 | 2022-03-24 | $2,199 | $2,545 | -$346 | -$346 | |
| 87.285 OAKMARK INTERNATIONAL R6 | 2020-12-24 | 2022-03-24 | $2,240 | $1,963 | $277 | $277 | |
| 75.733 LORD ABBETT INFLATION FOCUSED I | 2021-05-24 | 2022-03-25 | $944 | $923 | $21 | $21 | |
| 106.875 LORD ABBETT INFLATION FOCUSED I | 2018-08-03 | 2022-03-25 | $1,333 | $1,269 | $64 | $64 | |
| 13.538 AMERICAN BEACON DEVELOPING WORLD INCOME | 2019-04-22 | 2022-05-03 | $100 | $117 | -$17 | -$17 | |
| 18.332 ARTISAN HIGH INCOME I | 2020-12-21 | 2022-05-03 | $172 | $184 | -$12 | -$12 | |
| 27.854 DWS RREEF REAL ASSETS STRATEGY | 2021-02-16 | 2022-05-03 | $365 | $312 | $53 | $53 | |
| 2.055 DODGE & COX STOCK FUND CLASS I | 2020-12-24 | 2022-05-03 | $475 | $390 | $85 | $85 | |
| 26.346 EATON VANCE EMERGING MKTS DBT OPPS R6 | 2021-02-17 | 2022-05-03 | $203 | $242 | -$39 | -$39 | |
| 54.15 FIDELITY U.S. BOND INDEX FUND | 2019-08-05 | 2022-05-03 | $581 | $647 | -$66 | -$66 | |
| 15.239 GLENMEDE SECURED OPTIONS I | 2018-12-20 | 2022-05-03 | $198 | $173 | $25 | $25 | |
| 8. ISHARES CORE 1-5 YEAR BOND ETF | 2022-02-17 | 2022-05-03 | $381 | $396 | -$15 | -$15 | |
| 9.958 LORD ABBETT INFLATION FOCUSED I | 2021-05-24 | 2022-05-03 | $122 | $121 | $1 | $1 | |
| 32.533 PIMCO INCOME FUND I | 2021-02-17 | 2022-05-03 | $357 | $395 | -$38 | -$38 | |
| 1.332 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2022-05-03 | $25 | $27 | -$2 | -$2 | |
| 2.66 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2022-05-03 | $257 | $109 | $148 | $148 | |
| 55.366 FIDELITY U.S. BOND INDEX FUND | 2019-08-05 | 2022-05-12 | $597 | $661 | -$64 | -$64 | |
| 4. ISHARES CORE 1-5 YEAR BOND ETF | 2022-02-17 | 2022-05-12 | $191 | $198 | -$7 | -$7 | |
| 26.837 PIMCO INCOME FUND I | 2021-02-17 | 2022-05-12 | $292 | $326 | -$34 | -$34 | |
| 25.202 ARGA EMERGING MARKETS VALUE FUND | 2022-02-16 | 2022-06-24 | $210 | $246 | -$36 | -$36 | |
| 8.396 AMERICAN BEACON DEVELOPING WORLD INCOME | 2019-04-22 | 2022-06-24 | $58 | $72 | -$14 | -$14 | |
| 6.414 ARTISAN HIGH INCOME I | 2020-12-21 | 2022-06-24 | $57 | $64 | -$7 | -$7 | |
| .713 DODGE & COX STOCK FUND CLASS I | 2021-05-24 | 2022-06-24 | $158 | $170 | -$12 | -$12 | |
| 20.387 EATON VANCE EMERGING MKTS DBT OPPS R6 | 2021-02-17 | 2022-06-24 | $150 | $187 | -$37 | -$37 | |
| 48.219 FIDELITY U.S. BOND INDEX FUND | 2019-08-05 | 2022-06-24 | $510 | $576 | -$66 | -$66 | |
| 6.795 GLENMEDE SECURED OPTIONS I | 2018-12-20 | 2022-06-24 | $83 | $76 | $7 | $7 | |
| 10.989 LORD ABBETT INFLATION FOCUSED I | 2021-05-24 | 2022-06-24 | $132 | $134 | -$2 | -$2 | |
| 23.496 PIMCO INCOME FUND I | 2021-02-17 | 2022-06-24 | $250 | $285 | -$35 | -$35 | |
| 10.364 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2022-06-24 | $196 | $209 | -$13 | -$13 | |
| 1.806 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2022-06-24 | $163 | $74 | $89 | $89 | |
| 15.414 WILLIAM BLAIR SMALL CAP VALUE CLASS I | 2021-05-24 | 2022-06-24 | $449 | $578 | -$129 | -$129 | |
| 347.904 EATON VANCE EMERGING MKTS DBT OPPS R6 | 2021-02-17 | 2022-07-25 | $2,439 | $3,118 | -$679 | -$679 | |
| 62.445 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2020-12-24 | 2022-07-25 | $3,075 | $3,670 | -$595 | -$595 | |
| 102.892 OAKMARK INTERNATIONAL R6 | 2020-09-16 | 2022-07-25 | $2,363 | $2,139 | $224 | $224 | |
| 59.688 WILLIAM BLAIR SMALL CAP VALUE CLASS I | 2021-05-24 | 2022-07-25 | $1,802 | $1,567 | $235 | $235 | |
| 156.722 ARGA EMERGING MARKETS VALUE FUND | 2022-02-16 | 2022-08-16 | $1,334 | $1,530 | -$196 | -$196 | |
| 9.33 DODGE & COX STOCK FUND CLASS I | 2020-12-24 | 2022-08-16 | $2,194 | $1,772 | $422 | $422 | |
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $352 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $136 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $117 | OverpaymentAmt |
| Applied To ES Tax | $20 | AppliedToESTaxAmt |
| Refund | $97 | 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 | MN | 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 |
| Individual With Books | JAMES TANKENOFF | IndividualWithBooksNm |
| Phone | 9529441222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 659 WILLOUGHBY WAY EAST | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES TANKENOFF | ||||||
| 659 Willoughby Way East | Minnetonka | MN | 55305 | PRESIDENT/CFO/DIRECTOR | 1 | $0 |
| TRUST POINT | ||||||
| 230 FRONT ST N | LA CROSSE | WI | 54601 | AGENT | 1 | $466 |
| 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 | $69,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19 | TotalTaxAmt |
| Distributable Before Adj | $3,427 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,427 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,427 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,505 | 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 | $13,505 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,245 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,505 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,078 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,387 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,245 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,906 | ExcessFromYear4Amt |
| Excess From Year3 | $11,155 | ExcessFromYear3Amt |
| Excess From Year2 | $5,769 | ExcessFromYear2Amt |
| Excess From Year1 | $13,234 | ExcessFromYear1Amt |
| Excess From Current Year | $10,078 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MINNEAPOLIS JEWISH FEDERATION | ||||||||
| 111 CHESHIRE LANE SUITE 50 | MINNETONKA | MN | 55305 | NONE | PUBLIC | GENERAL | $7,000 | |
| TEMPLE ISRAEL | ||||||||
| 2323 FREMONT AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | NONE | PUBLIC | L'DOR VADOR CAMPAIGN | $1,980 | |
| Jewish Family & Children Services of | ||||||||
| 5905 GOLDEN VALLEY RD | Golden Valley | MN | 55422 | NONE | PUBLIC | HUMANITARIAN | $3,500 | Minneapolis |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,480 | 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 | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,724 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EATON VANCE EMERGI | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,133 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $151 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EATON VANCE EMERGING MKTS DBT OPPS R6 | Desc |
| Revenue And Expenses Per Books | $46 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $73 | $73 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $136 | $136 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $17 | $17 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |
Comments