MAIHAUGEN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAIHAUGEN FOUNDATION INC (EIN 39-1857836)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202001349349100635
- Schema version
- 2019v5.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T17:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391857836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIHAUGEN FOUNDATION INC AGENCY 1045002262 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAIH | 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 | MICHAEL R BURTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6087821148 | PhoneNum |
| Signature | 2020-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
| Preparation | 2020-04-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 128.92.108.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E80C8068BBED96F1DAA2549FFFF38F5AAA52EDA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3506D6ECE96397924ACDE23C4BC0FBEF9016594 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,811,448 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1,306 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,306 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,535,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,506 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $173,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,591 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,591 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,749 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,749 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,954 | 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 | $230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,820 | 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 | $3,107,620 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,094,552 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,736,628 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,196,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,169,372 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,811,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,196,051 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,169,372 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,196,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,169,372 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,196,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,169,372 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,196,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,235 | OtherIncreasesAmt |
| Subtotal | $3,169,372 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,169,372 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (143 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 37. APERGY CORP | 2015-09-17 | 2019-01-03 | $1,050 | $816 | $234 | $234 | |
| 5. GARRETT MOTION INC | 2010-12-16 | 2019-01-03 | $61 | $29 | $32 | $32 | |
| 8. RESIDEO TECHNOLOGIES INC | 2010-12-16 | 2019-01-03 | $158 | $79 | $79 | $79 | |
| .939 DELL TECHNOLOGIES INC | 2014-02-11 | 2019-01-07 | $43 | $25 | $18 | $18 | |
| 200. SAFRAN S.A. ADR | 2018-06-26 | 2019-01-08 | $6,082 | $5,730 | $352 | $352 | |
| 100. SANOFI | 2017-10-13 | 2019-01-08 | $4,259 | $4,976 | -$717 | -$717 | |
| 12.17 CIGNA CORP NEW | 2014-06-19 | 2019-01-11 | $2,364 | $2,217 | $147 | $147 | |
| 53. CHEESECAKE FACTORY INC | 2010-11-23 | 2019-01-15 | $2,400 | $1,667 | $733 | $733 | |
| 25. DORMAN PRODUCTS INC | 2015-08-12 | 2019-01-18 | $2,326 | $1,276 | $1,050 | $1,050 | |
| 800. EXXON MOBIL CORP | 2018-12-27 | 2019-01-29 | $57,311 | $54,008 | $3,303 | $3,303 | |
| 1400. SCOR ADR | 2017-01-24 | 2019-01-30 | $5,740 | $4,883 | $857 | $857 | |
| 1407.278 INVESCO CONVERTIBLE SECURITIES Y | 2012-09-27 | 2019-01-31 | $32,410 | $29,159 | $3,251 | $3,251 | |
| 800. EXXON MOBIL CORP | 2018-12-27 | 2019-02-12 | $59,858 | $54,008 | $5,850 | $5,850 | |
| 77. HORACE MANN EDUCATORS | 2015-09-17 | 2019-02-21 | $3,081 | $2,650 | $431 | $431 | |
| 300. QUALCOMM INC | 2017-02-27 | 2019-02-21 | $15,631 | $16,776 | -$1,145 | -$1,145 | |
| 27. ROSS STORES INC | 2017-08-28 | 2019-02-21 | $2,531 | $1,602 | $929 | $929 | |
| 787. EXXON MOBIL CORP | 2018-12-27 | 2019-02-26 | $61,742 | $53,130 | $8,612 | $8,612 | |
| 25. BAIDU INC ADR | 2017-11-28 | 2019-02-28 | $4,035 | $6,081 | -$2,046 | -$2,046 | |
| 100. CONTINENTAL BUILDING PRODUCTS | 2016-09-06 | 2019-03-08 | $2,693 | $2,196 | $497 | $497 | |
| 2600.3762 LORD ABBETT INFLATION FOCUSED I | 2017-06-16 | 2019-03-11 | $29,930 | $30,684 | -$754 | -$754 | |
| 1743.6758 LORD ABBETT INFLATION FOCUSED I | 2017-06-16 | 2019-03-11 | $20,070 | $20,575 | -$505 | -$505 | |
| 257. KASIKORNBANK PUB ADR | 2015-10-20 | 2019-03-13 | $6,194 | $6,605 | -$411 | -$411 | |
| 61. ORIX CORP ADR | 2014-12-09 | 2019-03-13 | $4,249 | $4,211 | $38 | $38 | |
| 54. RYANAIR HOLDINGS PLC ADR | 2015-03-18 | 2019-03-13 | $3,998 | $3,546 | $452 | $452 | |
| .88 WABTEC | 2015-09-17 | 2019-03-13 | $63 | $127 | -$64 | -$64 | |
| 50. NEXSTAR MEDIA GROUP INC | 2018-02-09 | 2019-03-21 | $5,304 | $3,750 | $1,554 | $1,554 | |
| 200. ALLSCRIPTS HEALTHCARE SOLUTIONS INC | 2017-07-20 | 2019-03-29 | $1,916 | $2,418 | -$502 | -$502 | |
| 125. ALLSCRIPTS HEALTHCARE SOLUTIONS INC | 2018-06-05 | 2019-03-29 | $1,198 | $1,595 | -$397 | -$397 | |
| 65. EL PASO ELECTRIC CO | 2018-10-16 | 2019-03-29 | $3,777 | $3,849 | -$72 | -$72 | |
| 10. EL PASO ELECTRIC CO | 2016-12-27 | 2019-03-29 | $581 | $470 | $111 | $111 | |
| 50. ELLIE MAE INC | 2016-01-14 | 2019-04-01 | $4,936 | $3,052 | $1,884 | $1,884 | |
| 26. ULTIMATE SOFTWARE GROUP INC | 2015-09-17 | 2019-04-04 | $8,582 | $3,386 | $5,196 | $5,196 | |
| 163. BAKER HUGHES A GE CO | 2016-05-18 | 2019-04-18 | $4,154 | $8,561 | -$4,407 | -$4,407 | |
| 75. POLYONE CORP | 2017-03-22 | 2019-04-18 | $2,154 | $2,453 | -$299 | -$299 | |
| 58. SERVICEMASTER GLOBAL HOLDINGS INC | 2015-05-20 | 2019-04-18 | $2,871 | $1,448 | $1,423 | $1,423 | |
| 25. SERVICEMASTER GLOBAL HOLDINGS INC | 2018-10-09 | 2019-04-18 | $1,237 | $1,078 | $159 | $159 | |
| .711 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC | 2017-06-22 | 2019-04-22 | $6 | $5 | $1 | $1 | |
| 4000. SPDR EURO STOXX 50 ETF | 2017-07-06 | 2019-04-22 | $153,142 | $141,617 | $11,525 | $11,525 | |
| 2873.932 OAKMARK GLOBAL ADVISOR | 2019-02-14 | 2019-04-24 | $81,591 | $75,000 | $6,591 | $6,591 | |
| 5376.285 OAKMARK GLOBAL ADVISOR | 2017-02-10 | 2019-04-24 | $152,633 | $152,008 | $625 | $625 | |
| 2922.524 PIMCO FOREIGN BOND INSTITUTIONAL | 2014-12-16 | 2019-04-24 | $31,856 | $32,585 | -$729 | -$729 | |
| 3150.314 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2017-12-13 | 2019-04-24 | $34,779 | $35,000 | -$221 | -$221 | |
| 600. BANCO SANTANDER MEXICO SA ADR | 2017-03-23 | 2019-05-02 | $4,937 | $4,969 | -$32 | -$32 | |
| 734. FERGUSON PLC NPV ADR | 2018-02-02 | 2019-05-02 | $5,130 | $5,901 | -$771 | -$771 | |
| 100. GLOBAL BRASS & COPPER HOLDINGS INC | 2015-09-17 | 2019-05-03 | $4,332 | $1,841 | $2,491 | $2,491 | |
| 100. COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2016-06-10 | 2019-05-07 | $5,796 | $4,574 | $1,222 | $1,222 | |
| 100. MEDNAX INC | 2017-09-28 | 2019-05-13 | $2,882 | $3,551 | -$669 | -$669 | |
| 1. WABTEC | 2010-11-23 | 2019-05-13 | $70 | $114 | -$44 | -$44 | |
| 25. BERKSHIRE HATHAWAY INC CL B | 2014-02-11 | 2019-05-28 | $5,045 | $2,836 | $2,209 | $2,209 | |
| 75. OLD DOMINION FREIGHT LINE | 2018-08-06 | 2019-06-04 | $10,103 | $10,664 | -$561 | -$561 | |
| 100. STORA ENSO OYJ ADR | 2019-03-08 | 2019-06-06 | $1,024 | $1,321 | -$297 | -$297 | |
| 300. STORA ENSO OYJ ADR | 2018-03-21 | 2019-06-06 | $3,073 | $5,772 | -$2,699 | -$2,699 | |
| 25. ASGN INC | 2017-05-09 | 2019-06-10 | $1,434 | $1,292 | $142 | $142 | |
| 25. ASGN INC | 2018-10-16 | 2019-06-10 | $1,434 | $1,676 | -$242 | -$242 | |
| 40. HEICO CORP | 2015-06-23 | 2019-06-10 | $5,164 | $1,233 | $3,931 | $3,931 | |
| 200. SCHWAB (CHARLES) CORP | 2016-06-10 | 2019-06-10 | $8,703 | $5,243 | $3,460 | $3,460 | |
| 75. SCHWAB (CHARLES) CORP | 2018-12-17 | 2019-06-10 | $3,264 | $3,123 | $141 | $141 | |
| 25. CIENA CORP | 2018-07-03 | 2019-06-14 | $1,069 | $674 | $395 | $395 | |
| 100. RADIAN GROUP INC | 2015-09-17 | 2019-06-14 | $2,321 | $1,428 | $893 | $893 | |
| 50. SLEEP NUMBER CORP | 2018-06-05 | 2019-06-14 | $1,917 | $1,302 | $615 | $615 | |
| .25 COUSINS PROPERTIES INC NPV | 2018-02-01 | 2019-06-19 | $10 | $9 | $1 | $1 | |
| 25. FRESHPET INC | 2016-04-27 | 2019-06-20 | $1,252 | $203 | $1,049 | $1,049 | |
| 50. PAYLOCITY HOLDING CORP | 2018-04-18 | 2019-06-20 | $4,947 | $2,824 | $2,123 | $2,123 | |
| 150. FRESENIUS MEDICAL CARE AG & CO KGAA ADR | 2019-03-08 | 2019-06-21 | $5,987 | $5,595 | $392 | $392 | |
| 100. MEDNAX INC | 2019-06-14 | 2019-06-21 | $2,437 | $2,581 | -$144 | -$144 | |
| 350. GENERAL ELECTRIC CO | 2015-09-17 | 2019-06-26 | $3,566 | $5,981 | -$2,415 | -$2,415 | |
| 225. KIRIN BREWERY CO ADR | 2019-03-08 | 2019-07-01 | $4,786 | $5,137 | -$351 | -$351 | |
| 50. WAGEWORKS INC | 2018-03-22 | 2019-07-01 | $2,541 | $2,661 | -$120 | -$120 | |
| 75. CISCO SYSTEMS INC | 2015-03-18 | 2019-07-19 | $4,320 | $1,825 | $2,495 | $2,495 | |
| 35. F5 NETWORKS INC | 2015-08-27 | 2019-07-19 | $5,153 | $4,378 | $775 | $775 | |
| 50. MICROSOFT CORP | 2012-11-27 | 2019-07-19 | $6,929 | $1,362 | $5,567 | $5,567 | |
| 200. TTM TECHNOLOGIES INC | 2018-03-22 | 2019-07-19 | $1,893 | $3,435 | -$1,542 | -$1,542 | |
| 25. TTM TECHNOLOGIES INC | 2019-04-30 | 2019-07-19 | $237 | $333 | -$96 | -$96 | |
| 83. PERSIMMON PLC ADR | 2016-01-04 | 2019-07-23 | $4,192 | $4,917 | -$725 | -$725 | |
| 157. SK TELECOM CO LTD SPONSORED ADR | 2014-02-11 | 2019-07-23 | $3,780 | $3,123 | $657 | $657 | |
| 300. SMC CORP NPV ADR | 2015-09-17 | 2019-07-23 | $5,722 | $3,612 | $2,110 | $2,110 | |
| 50. SLEEP NUMBER CORP | 2017-01-06 | 2019-07-26 | $2,416 | $1,155 | $1,261 | $1,261 | |
| 75. BERKSHIRE HATHAWAY INC CL B | 2014-02-11 | 2019-08-01 | $15,485 | $8,508 | $6,977 | $6,977 | |
| 25. FASTENAL CO | 2016-11-22 | 2019-08-01 | $768 | $570 | $198 | $198 | |
| 20. CNOOC LTD ADR | 2017-10-26 | 2019-08-05 | $3,007 | $2,594 | $413 | $413 | |
| 44. DBS GROUP HOLDINGS LTD ADR | 2014-12-09 | 2019-08-05 | $3,186 | $2,662 | $524 | $524 | |
| 50. PJSC LUKOIL ADR | 2017-03-20 | 2019-08-05 | $3,906 | $2,690 | $1,216 | $1,216 | |
| 82. TAIWAN SEMICONDUCTOR MFG SPON ADR | 2012-09-24 | 2019-08-05 | $3,278 | $1,216 | $2,062 | $2,062 | |
| 30. ICON PLC | 2014-12-09 | 2019-08-05 | $4,531 | $1,574 | $2,957 | $2,957 | |
| 20. STERIS PLC | 2018-11-27 | 2019-08-05 | $2,896 | $2,274 | $622 | $622 | |
| 28. CHECK POINT SOFTWARE | 2012-09-24 | 2019-08-05 | $3,042 | $1,295 | $1,747 | $1,747 | |
| .785 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC | 2017-06-22 | 2019-08-06 | $6 | $6 | |||
| 3485.13 OAKMARK INTERNATIONAL INST | 2019-04-24 | 2019-08-06 | $75,000 | $83,016 | -$8,016 | -$8,016 | |
| 75. CALERES INC NPV | 2017-07-20 | 2019-08-07 | $1,128 | $2,011 | -$883 | -$883 | |
| 25. CALERES INC NPV | 2018-10-16 | 2019-08-07 | $376 | $862 | -$486 | -$486 | |
| 23. DORMAN PRODUCTS INC | 2015-08-12 | 2019-08-07 | $1,629 | $1,174 | $455 | $455 | |
| 175. EVOLENT HEALTH INC | 2018-01-11 | 2019-08-07 | $1,113 | $3,735 | -$2,622 | -$2,622 | |
| 300. FREEPORT MCMORAN COPPER & GOLD CL B | 2015-08-14 | 2019-08-07 | $2,985 | $3,093 | -$108 | -$108 | |
| 125. GREENHILL & CO INC | 2018-03-22 | 2019-08-07 | $1,750 | $2,665 | -$915 | -$915 | |
| 75. KNIGHT SWIFT TRANSN HLDGS INC | 2017-03-30 | 2019-08-07 | $2,527 | $2,351 | $176 | $176 | |
| 50. TRUPANION INC | 2018-06-25 | 2019-08-07 | $1,518 | $1,953 | -$435 | -$435 | |
| 75. 2U INC | 2016-07-28 | 2019-08-07 | $997 | $2,661 | -$1,664 | -$1,664 | |
| 25. 2U INC | 2018-12-12 | 2019-08-07 | $332 | $1,499 | -$1,167 | -$1,167 | |
| 100. AMERICAN EAGLE OUTFITTERS INC | 2018-12-12 | 2019-08-13 | $1,626 | $1,818 | -$192 | -$192 | |
| 112. AMERICAN EAGLE OUTFITTERS INC | 2016-07-14 | 2019-08-13 | $1,821 | $1,902 | -$81 | -$81 | |
| 125. SENSATA TECHNOLOGIES HOLDINGS PLC ADR | 2018-07-24 | 2019-08-16 | $5,493 | $6,514 | -$1,021 | -$1,021 | |
| 175. AXA SA SPONSORED ADR | 2017-10-13 | 2019-08-29 | $4,017 | $5,290 | -$1,273 | -$1,273 | |
| 263. BRIDGESTONE CORP ADR | 2014-06-19 | 2019-08-29 | $4,894 | $4,767 | $127 | $127 | |
| 150. MITSUBISHI ELECTRIC CORP | 2015-10-20 | 2019-08-29 | $3,549 | $3,277 | $272 | $272 | |
| 75. SINOPEC SHANGHAI PETROCHEMICAL ADR | 2017-03-20 | 2019-08-29 | $2,109 | $4,304 | -$2,195 | -$2,195 | |
| 275. TECK RESOURCES LTD ADR | 2017-10-26 | 2019-08-29 | $4,588 | $5,871 | -$1,283 | -$1,283 | |
| 74. ORION ENGINEERED CARBONS ADR | 2015-06-09 | 2019-09-13 | $1,266 | $1,459 | -$193 | -$193 | |
| 76. ORION ENGINEERED CARBONS ADR | 2019-02-12 | 2019-09-13 | $1,301 | $2,060 | -$759 | -$759 | |
| 63. DBS GROUP HOLDINGS LTD ADR | 2015-10-20 | 2019-10-07 | $4,496 | $3,405 | $1,091 | $1,091 | |
| 5183.403 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2018-02-28 | 2019-10-08 | $44,474 | $49,450 | -$4,976 | -$4,976 | |
| 1119.821 EATON VANCE FLOATING RATE I | 2019-02-28 | 2019-10-08 | $9,832 | $10,000 | -$168 | -$168 | |
| 7066.335 EATON VANCE FLOATING RATE I | 2018-01-09 | 2019-10-08 | $62,042 | $62,698 | -$656 | -$656 | |
| 1668.892 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2019-04-24 | 2019-10-08 | $24,683 | $25,000 | -$317 | -$317 | |
| 1989.142 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2015-08-24 | 2019-10-08 | $29,419 | $29,224 | $195 | $195 | |
| 11851.188 VANGUARD HIGH YIELD ADM | 2016-11-15 | 2019-10-08 | $69,448 | $68,263 | $1,185 | $1,185 | |
| 50. C H ROBINSON WORLDWIDE INC | 2018-08-07 | 2019-10-23 | $4,485 | $4,682 | -$197 | -$197 | |
| 75. ENSIGN GROUP INC | 2018-10-30 | 2019-10-23 | $3,111 | $2,635 | $476 | $476 | |
| 300. INFOSYS TECHNOLOGIES LTD ADR | 2019-08-29 | 2019-10-23 | $2,736 | $3,436 | -$700 | -$700 | |
| 17. ULTA SALON COSMETICS & FRAGRANCES INC | 2019-02-21 | 2019-10-23 | $3,988 | $5,252 | -$1,264 | -$1,264 | |
| 25. ULTA SALON COSMETICS & FRAGRANCES INC | 2018-09-17 | 2019-10-23 | $5,864 | $7,034 | -$1,170 | -$1,170 | |
| .5 PENNANT GROUP INC | 2018-10-30 | 2019-10-28 | $9 | $2 | $7 | $7 | |
| 78. BEACON ROOFING SUPPLY INC | 2016-01-14 | 2019-10-31 | $2,414 | $2,086 | $328 | $328 | |
| 75. RITCHIE BROS AUCTIONEERS INC | 2017-12-18 | 2019-10-31 | $3,065 | $2,069 | $996 | $996 | |
| 50. C H ROBINSON WORLDWIDE INC | 2019-05-06 | 2019-11-14 | $3,728 | $4,198 | -$470 | -$470 | |
| 50. C H ROBINSON WORLDWIDE INC | 2018-07-25 | 2019-11-14 | $3,728 | $4,558 | -$830 | -$830 | |
| 125. CELGENE CORP | 2017-11-07 | 2019-11-20 | $13,504 | $14,451 | -$947 | -$947 | |
| 125. ASTELLAS PHARAMA INC ADR | 2019-03-08 | 2019-12-02 | $2,131 | $1,906 | $225 | $225 | |
| 100. FASTENAL CO | 2018-10-16 | 2019-12-02 | $3,519 | $2,430 | $1,089 | $1,089 | |
| 125. INFINEON TECHNOLOGIES AG ADR | 2016-08-04 | 2019-12-02 | $2,650 | $1,996 | $654 | $654 | |
| 125. SBERBANK RUSSIA SP ADR | 2019-05-02 | 2019-12-02 | $1,810 | $1,796 | $14 | $14 | |
| 150. SCHNEIDER ELECTRIC SE | 2018-06-26 | 2019-12-02 | $2,868 | $2,457 | $411 | $411 | |
| 200. SCHWAB MID CAP ETF | 2016-09-28 | 2019-12-02 | $11,806 | $8,700 | $3,106 | $3,106 | |
| 125. WH GROUP LTD NPV ADR | 2015-10-28 | 2019-12-02 | $2,576 | $1,404 | $1,172 | $1,172 | |
| 581.796 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2018-02-28 | 2019-12-03 | $4,963 | $5,550 | -$587 | -$587 | |
| 2418.204 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2019-04-24 | 2019-12-03 | $20,627 | $20,990 | -$363 | -$363 | |
| 1250. GLENMEDE SECURED OPTIONS I | 2018-08-01 | 2019-12-03 | $16,438 | $16,025 | $413 | $413 | |
| 600. OAKMARK INTERNATIONAL INST | 2019-04-24 | 2019-12-03 | $14,460 | $14,292 | $168 | $168 | |
| 2000. LORD ABBETT INFLATION FOCUSED I | 2018-08-01 | 2019-12-03 | $22,520 | $23,748 | -$1,228 | -$1,228 | |
| 1000. VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-02 | 2019-12-03 | $21,300 | $20,100 | $1,200 | $1,200 | |
| 50. VISA INC | 2016-12-19 | 2019-12-10 | $9,142 | $3,918 | $5,224 | $5,224 | |
| 75. ROYAL DUTCH SHELL PLC SPONS ADR B | 2018-05-30 | 2019-12-12 | $4,294 | $5,359 | -$1,065 | -$1,065 | |
| 25. FORWARD AIR CORP | 2017-07-05 | 2019-12-27 | $1,733 | $1,349 | $384 | $384 | |
| CAPITAL GAIN DIVIDENDS | $14,262 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,506 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,436,458 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049048 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,435,494 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045151 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $162,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,088,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052727 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $160,730 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,288,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04887 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,404,974 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045127 | DistributionYr5Rt |
| Total Distribution | 0.240923 | TotalDistributionRt |
| Average Distribution | 0.048185 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,683,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,494 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,419 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $178,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,795 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,838 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,396 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,396 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,442 | 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 | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST POINT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 FRONT STREET NORTH | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL R BURTON | ||||||
| 8221 NORTH LINKS WAY | FOX POINT | WI | 53217 | PRESIDENT & TREASURER | 1 | $1,500 |
| FRANCES M BURTON | ||||||
| 9962 SOUTH DANE STREET | EPHRAIM | WI | 54211 | VICE PRESIDENT | 1 | $0 |
| CAROLYN BURTON | ||||||
| 8221 NORTH LINKS WAY | FOX POINT | WI | 53217 | SECRETARY | 1 | $500 |
| TRUST POINT INC | ||||||
| 230 FRONT STREET NORTH | LA CROSSE | WI | 54601 | INVESTMENT MANAGER | 1 | $20,591 |
| 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 | $3,739,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,739,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,739,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,683,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,838 | TotalTaxAmt |
| Distributable Before Adj | $181,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $181,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $181,342 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,795 | 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 | $171,795 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,795 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,893 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,893 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $174,440 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROLYN BURTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8221 NORTH LINKS WAY | AddressLine1Txt |
| City | FOX POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142471255 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSAL LETTER NOT EXCEEDING TWO PAGES. WRITE TO ABOVE ADDRESS FOR BROCHURE OUTLINING GRANT PROCESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY ORGANIZATIONS IN DOOR COUNTY AND MILWAUKEE, WI FOCUSING ON HISTORIC PRESERVATION, CULTURAL ACTIVITIES AND ENVIRONMENTAL ISSUES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIRCH CREEK MUSIC PERFORMANCE CENTER | |||||||
| PO BOX 230 | EGG HARBOR | WI | 54209 | NONE | PUBLIC | STUDENT SCHOLARSHIPS | $3,000 |
| RADIO MILWAUKEE | |||||||
| 220 E PITTSBURGH AVENUE | MILWAUKEE | WI | 53204 | NONE | PUBLIC | SUPPORT LOCAL MUSIC | $10,000 |
| FRANKLY MUSIC | |||||||
| PO BOX 1512 | MILWAUKEE | WI | 53201 | NONE | PUBLIC | BROOKLYN RIDER PERFORMANCE | $3,000 |
| FRIENDS OF LAKESHORE PARK | |||||||
| 500 N HARBOUR DR | MILWAUKEE | WI | 53202 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| TRICKLEBEE CAFE | |||||||
| 4424 W NORTH AVE | MILWAUKEE | WI | 53208 | NONE | PUBLIC | HEALTH & COMMUNITY | $10,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | NONE | PUBLIC | PETS FOR LIFE PROGRAM | $3,500 |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA | |||||||
| 325 W WALNUT STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC | COMMUNITY PARTNERSHIP | $3,500 |
| MAKE A WISH WISCONSIN | |||||||
| 11020 W PLANK COURT SUITE 200 | WAUWATOSA | WI | 53226 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| FIRST STAGE | |||||||
| 325 W WALNUT STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC | COMMUNITY PARTNERSHIP | $5,000 |
| DOOR COUNTY MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 230 | STURGEON BAY | WI | 54235 | NONE | PUBLIC | OPERATING CLINIC EXPENSES | $10,000 |
| DANCEWORKS INC | |||||||
| 1661 N WATER STREET | MILWAUKEE | WI | 53202 | NONE | PUBLIC | ARTS | $3,500 |
| RIVER REVITALIZATION | |||||||
| 2134 N RIVERBOAT ROAD | MILWAUKEE | WI | 53212 | NONE | PUBLIC | COMMUNITY | $20,000 |
| ARTISTS WORKING IN EDUCATION INC | |||||||
| 4315 W VILET STREET | MILWAUKEE | WI | 53208 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| TALL PINES CONSERVANCY INC | |||||||
| PO BOX 65 | NASHOTAH | WI | 53058 | NONE | PUBLIC | EDUCATIONAL | $500 |
| KATHY'S HOUSE | |||||||
| 600 N 103RD ST | MILWAUKEE | WI | 53226 | NONE | PUBLIC | TRANSPORTATION EXPENSES | $10,840 |
| GOLD IN SEPTEMBER | |||||||
| 528D WELLS ST | DELAFIELD | WI | 53018 | NONE | PUBLIC | HUMANITARIAN | $30,000 |
| NEIGHBORS CARE INC | |||||||
| 616 E BAY POINT ROAD | BAYSIDE | WI | 53217 | NONE | PUBLIC | HEALTH | $3,500 |
| COLORODO MUSIC FESTIVAL | |||||||
| 900 BASELINE ROAD COTTAGE 200 | BOULDER | CO | 80302 | NONE | PUBLIC | ARTS | $3,000 |
| UNITED SOCCER CLUB | |||||||
| 1217 EISENHOWER BLVD | LOVELAND | CO | 80537 | NONE | PUBLIC | SOCCER SCHOLARSHIPS | $2,325 |
| BESSIE'S HOPE | |||||||
| PO BOX 12675 | DENVER | CO | 80212 | NONE | PUBLIC | COMMUNITY | $5,000 |
| WILD ANIMAL SANCTUARY | |||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | NONE | PUBLIC | ENVIRONMENTAL | $30,000 |
| OPEN DOOR BIRD SANCTUARY | |||||||
| 4114 COUNTY ROAD I | STURGEON BAY | WI | 54235 | NONE | PUBLIC | SLOP SINK, OUTDOOR LIGHTS, | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,565 | 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 | $1,306 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,363 | 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 | $77,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $173,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,175 | 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 | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | 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 | $230 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $230 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $3,235 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSE (NON-DEDUCTIBLE | CategoryTxt |
| Amt | $6,749 | Amt |
| Net Investment Income | $6,749 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $974 | $974 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $151 | $151 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $780 | $780 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $49 | $49 | $0 |
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