JAMES & PAULA TANKENOFF FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & PAULA TANKENOFF FOUNDATION (EIN 41-1961022)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202041349349101509
- 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
- 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 | 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 | 2020-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
| Preparation | 2020-04-08 | 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 | DCDB501C0936E20310755E8EE632B0FBC905EE3A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3506D6ECE96397924ACDE23C4BC0FBEF9016594 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,370 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,385 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $6,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $692 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $692 | 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 | $135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135 | 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 | $1,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,684 | 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 | $97,647 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,927 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91,686 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $98,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $98,286 | CapitalStockBOYAmt |
| Capital Stock EOY | $87,611 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26 | OtherIncreasesAmt |
| Subtotal | $87,611 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 88.985 INVESCO CONVERTIBLE SECURITIES Y | 2012-09-25 | 2019-01-31 | $2,049 | $1,840 | $209 | $209 | |
| 231.169 PIMCO FOREIGN BOND INSTITUTIONAL | 2014-04-29 | 2019-04-22 | $2,515 | $2,344 | $171 | $171 | |
| 105. SPDR EURO STOXX 50 ETF | 2017-05-11 | 2019-04-22 | $4,020 | $4,100 | -$80 | -$80 | |
| 91.554 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2015-10-29 | 2019-04-22 | $1,006 | $1,048 | -$42 | -$42 | |
| 237.887 VANGUARD SHORT TERM TREASURY ADM | 2018-08-01 | 2019-04-22 | $2,495 | $2,476 | $19 | $19 | |
| 378.473 OAKMARK GLOBAL ADVISOR | 2017-12-18 | 2019-04-24 | $10,745 | $11,232 | -$487 | -$487 | |
| 20.946 FIDELITY U.S. BOND INDEX FUND | 2017-06-15 | 2019-05-21 | $241 | $244 | -$3 | -$3 | |
| 7.277 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2014-04-28 | 2019-05-21 | $109 | $116 | -$7 | -$7 | |
| 66.438 GLENMEDE SECURED OPTIONS I | 2016-04-22 | 2019-05-21 | $815 | $777 | $38 | $38 | |
| 7.117 GOLDMAN SACHS SMALL VALUE I | 2017-06-12 | 2019-05-21 | $379 | $441 | -$62 | -$62 | |
| 3.926 HARBOR CAPITAL APPRECIATION FUND | 2006-07-17 | 2019-05-21 | $286 | $114 | $172 | $172 | |
| 6.734 VANGUARD LARGE CAP INDEX ADM | 2014-12-18 | 2019-05-21 | $448 | $299 | $149 | $149 | |
| 1.838 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2019-05-21 | $370 | $256 | $114 | $114 | |
| 39.411 PIMCO SHORT ASSET INVESTMENT INSTL | 2019-04-22 | 2019-05-22 | $395 | $395 | |||
| 5.354 INVESCO OPPENHEIMER DEVELOPING MRKTS R6 | 2013-03-27 | 2019-06-28 | $233 | $187 | $46 | $46 | |
| 35.832 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2018-02-27 | 2019-06-28 | $315 | $341 | -$26 | -$26 | |
| 22.201 GLENMEDE SECURED OPTIONS I | 2016-04-22 | 2019-06-28 | $278 | $260 | $18 | $18 | |
| 1.694 GOLDMAN SACHS SMALL VALUE I | 2017-06-12 | 2019-06-28 | $92 | $105 | -$13 | -$13 | |
| 1.774 HARBOR CAPITAL APPRECIATION FUND | 2006-07-17 | 2019-06-28 | $133 | $52 | $81 | $81 | |
| 30.435 OAKMARK INTERNATIONAL INST | 2019-04-25 | 2019-06-28 | $702 | $722 | -$20 | -$20 | |
| 14.349 TIAA-CREF INTERNATIONAL EQ INDEX I | 2019-04-24 | 2019-06-28 | $277 | $273 | $4 | $4 | |
| 6.962 VANGUARD LARGE CAP INDEX ADM | 2014-04-29 | 2019-06-28 | $474 | $303 | $171 | $171 | |
| .397 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2019-06-28 | $82 | $55 | $27 | $27 | |
| 61.504 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2017-10-19 | 2019-08-05 | $3,087 | $2,700 | $387 | $387 | |
| 87.832 OAKMARK INTERNATIONAL INST | 2019-04-25 | 2019-08-05 | $1,887 | $2,083 | -$196 | -$196 | |
| 15.773 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2018-02-27 | 2019-08-21 | $136 | $150 | -$14 | -$14 | |
| .878 DODGE & COX STOCK FUND | 2017-06-12 | 2019-08-21 | $160 | $169 | -$9 | -$9 | |
| 63.122 FIDELITY U.S. BOND INDEX FUND | 2017-06-15 | 2019-08-21 | $759 | $736 | $23 | $23 | |
| 7.409 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2014-04-28 | 2019-08-21 | $110 | $118 | -$8 | -$8 | |
| 36.27 GLENMEDE SECURED OPTIONS I | 2018-07-31 | 2019-08-21 | $457 | $465 | -$8 | -$8 | |
| 14.093 PIMCO INCOME FUND I | 2018-01-09 | 2019-08-21 | $168 | $175 | -$7 | -$7 | |
| 31.308 PIMCO SHORT ASSET INVESTMENT INSTL | 2019-04-22 | 2019-08-21 | $313 | $314 | -$1 | -$1 | |
| 28.879 VANGUARD HIGH YIELD ADM | 2016-11-14 | 2019-08-21 | $169 | $166 | $3 | $3 | |
| 7.789 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2019-08-21 | $165 | $157 | $8 | $8 | |
| 8.187 VANGUARD LARGE CAP INDEX ADM | 2014-04-29 | 2019-08-21 | $556 | $342 | $214 | $214 | |
| .365 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2019-08-21 | $75 | $51 | $24 | $24 | |
| 40.175 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2019-04-22 | 2019-10-08 | $345 | $350 | -$5 | -$5 | |
| 186.611 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2018-02-27 | 2019-10-08 | $1,601 | $1,778 | -$177 | -$177 | |
| 226.199 EATON VANCE FLOATING RATE I | 2018-01-09 | 2019-10-08 | $1,986 | $1,995 | -$9 | -$9 | |
| 60.361 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2014-04-28 | 2019-10-08 | $893 | $962 | -$69 | -$69 | |
| 71.251 FIDELITY ADVISOR NEW MARKETS INCOME Z | 2019-04-22 | 2019-10-08 | $1,054 | $1,069 | -$15 | -$15 | |
| 335.214 VANGUARD HIGH YIELD ADM | 2016-11-14 | 2019-10-08 | $1,964 | $1,924 | $40 | $40 | |
| 48.33 GOLDMAN SACHS SMALL VALUE I | 2017-12-14 | 2019-10-10 | $2,519 | $2,247 | $272 | $272 | |
| 3.264 DODGE & COX STOCK FUND | 2017-06-12 | 2019-12-11 | $651 | $628 | $23 | $23 | |
| 4.827 AMERICAN FUNDS EUROPACIFIC FUND F3 | 2010-04-27 | 2019-12-11 | $268 | $183 | $85 | $85 | |
| 36.354 GLENMEDE SECURED OPTIONS I | 2018-07-31 | 2019-12-11 | $482 | $466 | $16 | $16 | |
| 2.39 GOLDMAN SACHS SMALL VALUE I | 2009-04-08 | 2019-12-11 | $133 | $56 | $77 | $77 | |
| 36.834 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2017-12-11 | 2019-12-11 | $448 | $464 | -$16 | -$16 | |
| 13.804 OAKMARK INTERNATIONAL INST | 2019-04-25 | 2019-12-11 | $339 | $327 | $12 | $12 | |
| 14.497 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2019-12-11 | $1,058 | $593 | $465 | $465 | |
| .594 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2019-12-11 | $128 | $83 | $45 | $45 | |
| 2.065 INVESCO OPPENHEIMER DEVELOPING MRKTS R6 | 2013-03-27 | 2019-12-13 | $93 | $72 | $21 | $21 | |
| .777 DODGE & COX STOCK FUND | 2017-06-12 | 2019-12-13 | $157 | $150 | $7 | $7 | |
| 4.768 HARBOR CAPITAL APPRECIATION RETIREMENT | 2006-07-17 | 2019-12-13 | $383 | $139 | $244 | $244 | |
| 15.973 LORD ABBETT INFLATION FOCUSED I | 2017-02-09 | 2019-12-13 | $181 | $195 | -$14 | -$14 | |
| 2.435 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2019-12-13 | $179 | $100 | $79 | $79 | |
| 12.889 AMERICAN BEACON GLOBAL EV FRNT MRKT INC | 2019-04-22 | 2019-12-23 | $113 | $112 | $1 | $1 | |
| 2.069 DODGE & COX STOCK FUND | 2017-06-12 | 2019-12-23 | $401 | $398 | $3 | $3 | |
| 61.706 FIDELITY U.S. BOND INDEX FUND | 2017-06-15 | 2019-12-23 | $735 | $719 | $16 | $16 | |
| 22.683 GLENMEDE SECURED OPTIONS I | 2018-07-31 | 2019-12-23 | $281 | $269 | $12 | $12 | |
| 39.779 LORD ABBETT INFLATION FOCUSED I | 2017-02-09 | 2019-12-23 | $452 | $486 | -$34 | -$34 | |
| 25.616 PIMCO INCOME FUND I | 2018-01-09 | 2019-12-23 | $309 | $317 | -$8 | -$8 | |
| 25.841 PIMCO SHORT ASSET INVESTMENT INSTL | 2018-12-20 | 2019-12-23 | $258 | $259 | -$1 | -$1 | |
| 7.933 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2019-10-10 | 2019-12-23 | $90 | $91 | -$1 | -$1 | |
| 7.186 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-01 | 2019-12-23 | $152 | $145 | $7 | $7 | |
| 3.604 VANGUARD LARGE CAP INDEX ADM | 2013-10-30 | 2019-12-23 | $269 | $147 | $122 | $122 | |
| .613 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2019-12-23 | $135 | $85 | $50 | $50 | |
| CAPITAL GAIN DIVIDENDS | $1,242 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,385 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,610 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $116,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142782 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,245 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $124,603 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.146425 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $129,718 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.128856 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,367 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.161133 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,856 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $172,392 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.132582 | DistributionYr5Rt |
| Total Distribution | 0.711778 | TotalDistributionRt |
| Average Distribution | 0.142356 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $55 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $116 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61 | OverpaymentAmt |
| Applied To ES Tax | $56 | AppliedToESTaxAmt |
| Refund | $5 | 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 | ||||||
| 11075 1ST AVENUE NORTH | PLYMOUTH | MN | 55441 | PRESIDENT/CFO/DIRECTOR | 1 | $0 |
| TRUST POINT | ||||||
| 230 FRONT ST N | LA CROSSE | WI | 54601 | TRUSTEE | 1 | $692 |
| 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 | $103,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $5,025 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,025 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,025 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,180 | 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 | $16,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $55 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,768 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,906 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,865 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,155 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,020 | 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 | $14,618 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,768 | ExcessFromYear4Amt |
| Excess From Year3 | $10,328 | ExcessFromYear3Amt |
| Excess From Year2 | $12,245 | ExcessFromYear2Amt |
| Excess From Year1 | $10,906 | ExcessFromYear1Amt |
| Excess From Current Year | $11,155 | 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 | $5,600 |
| JEWISH FAMILY CHILDRENS SERVICES | |||||||
| 12100 WAYZATA BLVD SUITE 400 | MINNETONKA | MN | 55305 | NONE | PUBLIC | GENERAL | $5,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,155 | 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 | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,895 | 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 | $3,385 | 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 | $6,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,306 | 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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $26 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $113 | $113 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $22 | $22 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $0 | $0 |
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