JAMES & PAULA TANKENOFF FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & PAULA TANKENOFF FOUNDATION (EIN 41-1961022)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202101239349100605
- Schema version
- 2020v4.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T09:00:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
| Preparation | 2021-04-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $98,814 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,258 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $103 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,098 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $635 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $635 | 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 | $8 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | 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 | $1,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $694 | 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 | $82,927 | OtherAssetsBOYAmt |
| Other Assets EOY | $81,130 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $98,120 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,814 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $87,611 | CapitalStockBOYAmt |
| Capital Stock EOY | $81,824 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,832 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45 | OtherIncreasesAmt |
| Subtotal | $81,824 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 244.931 LORD ABBETT INFLATION FOCUSED I | 2017-02-09 | 2020-05-18 | $2,481 | $2,991 | -$510 | -$510 | |
| 560.694 PIMCO SHORT ASSET INVESTMENT INSTL | 2019-04-22 | 2020-05-18 | $5,551 | $5,615 | -$64 | -$64 | |
| 101.545 TIAA-CREF INTERNATIONAL EQ INDEX I | 2019-04-24 | 2020-05-18 | $1,680 | $1,929 | -$249 | -$249 | |
| 206.19 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2019-10-10 | 2020-05-18 | $2,491 | $2,369 | $122 | $122 | |
| 32.787 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2020-05-18 | $714 | $662 | $52 | $52 | |
| 9.188 DODGE & COX STOCK FUND | 2017-06-12 | 2020-08-20 | $1,552 | $1,751 | -$199 | -$199 | |
| 100.188 FIDELITY U.S. BOND INDEX FUND | 2019-08-05 | 2020-08-20 | $1,263 | $1,196 | $67 | $67 | |
| 26.267 GOLDMAN SACHS SMALL VALUE I | 2009-04-08 | 2020-08-20 | $1,162 | $616 | $546 | $546 | |
| 150.356 FIDELITY INFLATION-PROTECTED BOND INDEX | 2020-05-18 | 2020-09-16 | $1,649 | $1,583 | $66 | $66 | |
| 22.599 HARBOR CAPITAL APPRECIATION RETIREMENT | 2006-07-17 | 2020-09-16 | $2,294 | $659 | $1,635 | $1,635 | |
| 395.84 LORD ABBETT INFLATION FOCUSED I | 2018-08-03 | 2020-09-16 | $4,418 | $4,816 | -$398 | -$398 | |
| 31.893 GLENMEDE SECURED OPTIONS I | 2016-04-22 | 2020-11-13 | $397 | $373 | $24 | $24 | |
| 113.644 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2017-12-11 | 2020-11-13 | $1,349 | $1,317 | $32 | $32 | |
| 4.589 INVESCO DEVELOPING MRKTS R6 | 2019-04-23 | 2020-12-01 | $236 | $201 | $35 | $35 | |
| 23.311 ICM SMALL COMPANY PORTFOLIO | 2020-08-20 | 2020-12-01 | $659 | $558 | $101 | $101 | |
| 6.623 CONESTOGA SMALL CAP INST | 2020-05-18 | 2020-12-01 | $484 | $370 | $114 | $114 | |
| 2.547 DODGE & COX STOCK FUND | 2017-02-09 | 2020-12-01 | $499 | $485 | $14 | $14 | |
| 12.292 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2011-10-17 | 2020-12-01 | $812 | $454 | $358 | $358 | |
| 40.976 GLENMEDE SECURED OPTIONS I | 2016-04-22 | 2020-12-01 | $519 | $479 | $40 | $40 | |
| 1.034 HARBOR CAPITAL APPRECIATION RETIREMENT | 2006-07-17 | 2020-12-01 | $117 | $30 | $87 | $87 | |
| 52.816 OAKMARK INTERNATIONAL INST | 2019-04-25 | 2020-12-01 | $1,336 | $1,252 | $84 | $84 | |
| 25.09 PIMCO INCOME FUND I | 2017-06-15 | 2020-12-01 | $301 | $306 | -$5 | -$5 | |
| 165.855 FIDELITY U.S. BOND INDEX FUND | 2019-10-08 | 2020-12-21 | $2,060 | $1,999 | $61 | $61 | |
| 224.664 GLENMEDE SECURED OPTIONS I | 2016-04-28 | 2020-12-21 | $2,873 | $2,622 | $251 | $251 | |
| 168.025 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2014-04-28 | 2020-12-21 | $2,072 | $1,793 | $279 | $279 | |
| 322.727 VANGUARD HIGH YIELD ADM | 2020-05-18 | 2020-12-21 | $1,920 | $1,762 | $158 | $158 | |
| 134.057 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2020-09-16 | 2020-12-22 | $2,014 | $1,960 | $54 | $54 | |
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $503 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,258 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $56 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6 | 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 | $635 |
| 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 | $94,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62 | TotalTaxAmt |
| Distributable Before Adj | $4,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,616 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,385 | 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 | $10,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,385 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,768 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,328 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,245 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,155 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,769 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,171 | 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 | $16,768 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,328 | ExcessFromYear4Amt |
| Excess From Year3 | $12,245 | ExcessFromYear3Amt |
| Excess From Year2 | $10,906 | ExcessFromYear2Amt |
| Excess From Year1 | $11,155 | ExcessFromYear1Amt |
| Excess From Current Year | $5,769 | 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 |
|---|---|---|---|---|---|---|---|
| MINNEAPOLIS JEWISH FEDERATION | |||||||
| 111 CHESHIRE LANE SUITE 50 | MINNETONKA | MN | 55305 | NONE | PUBLIC | GENERAL | $4,500 |
| TEMPLE ISRAEL | |||||||
| 2323 FREMONT AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | NONE | PUBLIC | L'DOR VADOR CAMPAIGN | $1,500 |
| JEWISH FAMILY CHILDRENS SERVICES | |||||||
| 12100 WAYZATA BLVD SUITE 400 | MINNETONKA | MN | 55305 | NONE | PUBLIC | GENERAL | $3,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,360 | 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 | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,817 | 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 | $3,258 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| AMERICAN BEACON GL | 14 | $5 |
| PIMCO INCOME FUND | 14 | $93 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,196 | 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 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 (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER REVENUE | $5 | $5 |
| AMERICAN BEACON GLOBAL EV FRNT MRKT INC | $5 | $0 |
| PIMCO INCOME FUND I | $93 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $45 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $5 | $5 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | $3 | $0 |
Comments