JAMES & PAULA TANKENOFF FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & PAULA TANKENOFF FOUNDATION (EIN 41-1961022)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-29
- IRS object ID
- 202201199349102325
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-29T14:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 6081821148 | 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 | 6081821148 | PhoneNum |
| Signature | 2022-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
| Preparation | 2022-03-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,466 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,241 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $134 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,419 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $578 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $578 | 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 Rev And Expnss | $2,213 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,213 | 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 | $94 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | 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 | $3,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,747 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $694 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,390 | 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 | $81,130 | OtherAssetsBOYAmt |
| Other Assets EOY | $72,659 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $88,076 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $81,824 | CapitalStockBOYAmt |
| Capital Stock EOY | $74,049 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $74,052 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4.542 INVESCO DEVELOPING MRKTS R6 | 2019-04-23 | 2021-01-07 | $247 | $199 | $48 | $48 | |
| 19.631 ICM SMALL COMPANY PORTFOLIO | 2020-12-24 | 2021-01-07 | $619 | $576 | $43 | $43 | |
| 2.671 DODGE & COX STOCK FUND | 2017-02-09 | 2021-01-07 | $540 | $474 | $66 | $66 | |
| 7.755 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2011-10-17 | 2021-01-07 | $547 | $281 | $266 | $266 | |
| 47.587 FIDELITY U.S. BOND INDEX FUND | 2019-10-08 | 2021-01-07 | $587 | $573 | $14 | $14 | |
| 16.208 GLENMEDE SECURED OPTIONS I | 2016-04-28 | 2021-01-07 | $211 | $189 | $22 | $22 | |
| 29.138 OAKMARK INTERNATIONAL INST | 2019-12-26 | 2021-01-07 | $789 | $724 | $65 | $65 | |
| 19.571 LORD ABBETT INFLATION FOCUSED I | 2018-08-03 | 2021-01-07 | $230 | $232 | -$2 | -$2 | |
| 17.939 PIMCO INCOME FUND I | 2017-06-15 | 2021-01-07 | $217 | $222 | -$5 | -$5 | |
| 19.418 VANGUARD LARGE CAP INDEX ADM | 2019-04-25 | 2021-01-07 | $1,747 | $1,315 | $432 | $432 | |
| 39. VANGUARD INTERM TERM CORP BOND ETF | 2020-05-18 | 2021-02-16 | $3,731 | $3,571 | $160 | $160 | |
| 45.478 VANGUARD LARGE CAP INDEX ADM | 2019-04-25 | 2021-02-16 | $4,253 | $2,582 | $1,671 | $1,671 | |
| 1.859 INVESCO DEVELOPING MRKTS R6 | 2019-04-23 | 2021-03-11 | $105 | $81 | $24 | $24 | |
| 26.665 ICM SMALL COMPANY PORTFOLIO | 2020-12-24 | 2021-03-11 | $984 | $783 | $201 | $201 | |
| 2.683 CONESTOGA SMALL CAP INST | 2020-05-18 | 2021-03-11 | $225 | $150 | $75 | $75 | |
| 22.594 DWS RREEF REAL ASSETS STRATEGY | 2021-02-16 | 2021-03-11 | $260 | $253 | $7 | $7 | |
| 3.602 DODGE & COX STOCK FUND | 2013-10-30 | 2021-03-11 | $810 | $570 | $240 | $240 | |
| 14.259 FIDELITY INFLATION-PROTECTED BOND INDEX | 2020-05-18 | 2021-03-11 | $156 | $150 | $6 | $6 | |
| 16.134 GLENMEDE SECURED OPTIONS I | 2016-04-28 | 2021-03-11 | $218 | $188 | $30 | $30 | |
| 25.655 OAKMARK INTERNATIONAL INST | 2019-12-26 | 2021-03-11 | $743 | $619 | $124 | $124 | |
| 31.691 PIMCO INCOME FUND I | 2017-06-15 | 2021-03-11 | $381 | $389 | -$8 | -$8 | |
| 3.554 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2021-03-11 | $331 | $145 | $186 | $186 | |
| 3.393 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2011-10-17 | 2021-04-28 | $247 | $122 | $125 | $125 | |
| 5.203 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2021-04-28 | $513 | $213 | $300 | $300 | |
| 397.622 FIDELITY U.S. BOND INDEX FUND | 2019-10-08 | 2021-05-24 | $4,787 | $4,791 | -$4 | -$4 | |
| 253.734 FIDELITY INFLATION-PROTECTED BOND INDEX | 2020-05-18 | 2021-05-24 | $2,824 | $2,672 | $152 | $152 | |
| 12.88 HARBOR CAPITAL APPRECIATION RETIREMENT | 2006-07-17 | 2021-05-24 | $1,349 | $375 | $974 | $974 | |
| 2.827 CONESTOGA SMALL CAP INST | 2020-05-18 | 2021-09-08 | $252 | $158 | $94 | $94 | |
| .003 DWS RREEF REAL ASSETS STRATEGY | 2021-02-16 | 2021-09-08 | |||||
| 7.02 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2021-09-08 | $748 | $287 | $461 | $461 | |
| 13.913 ARTISAN HIGH INCOME INST | 2020-12-21 | 2021-09-13 | $143 | $140 | $3 | $3 | |
| 37.839 FIDELITY U.S. BOND INDEX FUND | 2019-10-08 | 2021-09-13 | $462 | $456 | $6 | $6 | |
| 27.319 LORD ABBETT INFLATION FOCUSED I | 2018-08-03 | 2021-09-13 | $337 | $324 | $13 | $13 | |
| 8.254 PIMCO INCOME FUND I | 2017-06-15 | 2021-09-13 | $100 | $101 | -$1 | -$1 | |
| 1.245 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2019-04-22 | 2021-10-14 | $11 | $11 | |||
| 2.635 ARTISAN HIGH INCOME INST | 2020-12-21 | 2021-10-14 | $27 | $26 | $1 | $1 | |
| 40.005 DWS RREEF REAL ASSETS STRATEGY | 2021-02-16 | 2021-10-14 | $511 | $448 | $63 | $63 | |
| 11.532 EATON VANCE EMERGING MKTS DBT OPPS R6 | 2021-02-17 | 2021-10-14 | $101 | $106 | -$5 | -$5 | |
| 12.98 FEDERATED HERMES ULTRASHORT BOND I | 2021-05-24 | 2021-10-14 | $120 | $120 | |||
| 4.261 FIDELITY U.S. BOND INDEX FUND | 2019-10-08 | 2021-10-14 | $51 | $51 | |||
| 30.294 GLENMEDE SECURED OPTIONS I | 2016-04-28 | 2021-10-14 | $450 | $354 | $96 | $96 | |
| 10.269 LORD ABBETT INFLATION FOCUSED I | 2018-08-03 | 2021-10-14 | $128 | $122 | $6 | $6 | |
| 16.59 PIMCO INCOME FUND I | 2017-06-15 | 2021-10-14 | $200 | $203 | -$3 | -$3 | |
| .981 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2021-10-14 | $300 | $137 | $163 | $163 | |
| 2.054 DODGE & COX STOCK FUND | 2013-10-30 | 2021-12-08 | $505 | $325 | $180 | $180 | |
| 7.873 GLENMEDE SECURED OPTIONS I | 2016-04-28 | 2021-12-08 | $119 | $92 | $27 | $27 | |
| 3.863 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2021-12-08 | $427 | $158 | $269 | $269 | |
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,656 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,241 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $62 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $73 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 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 | 11075 1ST AVENUE NORTH | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55441 | 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 | $578 |
| 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 | $92,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $135 | TotalTaxAmt |
| Distributable Before Adj | $4,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,653 | 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 | $17,653 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,328 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,155 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,637 | 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 | $10,328 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,245 | ExcessFromYear4Amt |
| Excess From Year3 | $10,906 | ExcessFromYear3Amt |
| Excess From Year2 | $11,155 | ExcessFromYear2Amt |
| Excess From Year1 | $5,769 | ExcessFromYear1Amt |
| Excess From Current Year | $13,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|---|
| TEMPLE ISRAEL | ||||||||
| 2323 FREMONT AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | NONE | PUBLIC | L'DOR VADOR CAMPAIGN | $7,580 | |
| JEWISH FAMILY CHILDRENS SERVICES | ||||||||
| 12100 WAYZATA BLVD SUITE 400 | MINNETONKA | MN | 55305 | NONE | PUBLIC | GENERAL | $4,485 | |
| SHOLOM FOUNDATION | ||||||||
| 3610 PHILIPS PKWY | ST LOUIS PARK | MN | 554269922 | NONE | PUBLIC | ANNUAL DRIVE | $1,000 | |
| Jewish Family & Children Services of | ||||||||
| 5905 GOLDEN VALLEY RD | Golden Valley | MN | 55422 | NONE | PUBLIC | HUMANITARIAN | $1,350 | Minneapolis |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,415 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,174 | 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 | $8,241 | 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 (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ICM SMALL COMPANY | 14 | $1 |
| AMERICAN BEACON GL | 14 | $11 |
| EATON VANCE EMERGI | 14 | $38 |
| PIMCO INCOME FUND | 14 | $84 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,553 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,553 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $2,213 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,213 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $3 | 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 (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ICM SMALL COMPANY PORTFOLIO | $1 | $0 |
| AMERICAN BEACON GLOBAL EV FRNT MRKT INC | $11 | $0 |
| EATON VANCE EMERGING MKTS DBT OPPS R6 | $38 | $0 |
| PIMCO INCOME FUND I | $84 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $6 | $6 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $62 | $62 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $20 | $20 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |
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