2019-05-01T17:00:14-05:00 2018-12-31 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2018-01-01 396702283 LIND ALMA & HENRY FOUNDATION 1045001414 LIND 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 DALE KLEVGARD Trustee 6087821148 2019-03-21 true TRUST POINT INC 6087821148 2019-03-21 63.238.46.114 P 6A0202225DF6DEC6E384576024AAD061F9C0A8B6 8E3329ACA56D9D264B62752E283BD15F8BAB7BA7 2018 2019-02-21 02:37:17Z X 432176 104 104 12550 12550 10856 105393 10856 0 23510 23510 5438 5438 0 0 0 0 0 0 1150 0 0 1150 0 0 1661 1661 0 0 0 0 0 0 0 8249 7099 0 1150 22705 22705 30954 7099 0 23855 -7444 16411 0 14448 4560 4560 0 0 0 0 428252 430671 427616 442700 435231 432176 0 X 442700 435231 442700 435231 442700 435231 442700 -7444 0 435256 25 435231 608.333 EATON VANCE FLOATING RATE I 2013-08-05 2018-02-27 5499 5551 -52 -52 799.84 VANGUARD HIGH YIELD ADM 2016-11-14 2018-02-27 4655 4591 64 64 69.86 AMERICAN EUROPACIFIC GROWTH F2 2013-10-16 2018-07-30 3809 3297 512 512 305. SPDR EURO STOXX 50 ETF 2015-04-27 2018-07-30 12169 12285 -116 -116 107. VANGUARD INTER TERM BOND CORP ETF 2017-10-19 2018-07-31 8979 9430 -451 -451 1138.347 EATON VANCE FLOATING RATE I 2015-02-24 2018-08-01 10313 10351 -38 -38 1772.68 FEDERATED MORTGAGE INSTITUTIONAL 2016-11-11 2018-11-01 16255 17136 -881 -881 26.941 INVESCO CONVERTIBLE SECURITIES Y 2016-03-28 2018-12-11 652 635 17 17 251.719 EATON VANCE FLOATING RATE I 2017-10-25 2018-12-11 2230 2268 -38 -38 293.638 FIDELITY U.S. BOND INDEX FUND 2017-06-15 2018-12-11 3283 3424 -141 -141 151.68 GLENMEDE SECURED OPTIONS I 2016-04-22 2018-12-11 1847 1773 74 74 364.714 LORD ABBETT INFLATION FOCUSED I 2017-02-09 2018-12-11 4176 4453 -277 -277 125.323 PIMCO FOREIGN BOND INSTITUTIONAL 2014-04-29 2018-12-11 1346 1350 -4 -4 172.811 PIMCO INCOME FUND I 2017-06-15 2018-12-11 2036 2136 -100 -100 138.728 VANGUARD HIGH YIELD ADM 2017-10-25 2018-12-11 771 830 -59 -59 48.571 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2018-11-01 2018-12-11 993 980 13 13 11.694 VANGUARD LARGE CAP INDEX ADM 2015-04-27 2018-12-11 716 573 143 143 1513.152 EATON VANCE FLOATING RATE I 2017-10-25 2018-12-20 13225 13474 -249 -249 CAPITAL GAIN DIVIDENDS P 12439 10856 false 22533 480684 0.046877 24080 451734 0.053306 24816 486377 0.051022 23533 506783 0.046436 21801 483578 0.045083 0.242724 0.048545 479793 23292 164 23456 23855 X 164 0 164 0 164 756 0 756 0 592 164 428 false false false false false false false true true WI true false false false false true Trust Point Inc 6087821148 230 FRONT STREET N LA CROSSE WI 54601 false false false false false false false false false false false false false false false false false false false false false Trust Point Inc 230 Front Street North La Crosse WI 54601 Investment Advisor 1 5438 Dale Klevgard N8280 Sand Prairie Road Hixton WI 54635 Trustee 1 0 Todd Stittleburg N6243 Noble Ct Black River Falls WI 54615 Trustee 1 0 Jolene Teeples 405 Van Buren Street Black River Falls WI 54615 Trustee 1 0 NONE 0 NONE 0 NONE NONE 487099 0 0 487099 0 0 487099 7306 479793 23990 23990 164 164 23826 0 23826 0 23826 23855 0 0 0 0 23855 164 23691 23826 22705 0 0 0 0 0 0 0 23855 22705 0 0 1150 0 0 0 0 0 0 0 0 22676 0 0 0 0 0 0 0 0 Dale Klevgard N8280 Sand Prairie Rd Hixton WI 54635 7159632224 No prescribed form None Generally limited to Black River Falls, WI area St Johns Lutheran Church 351 WEST JEFFERSON STREET Black River Falls WI 546151063 NONE PUBLIC RELIGIOUS 21200 BLACK RIVER FALLS FIRE DEPARTMENT 30 S WATER STREET BLACK RIVER FALLS WI 54615 NONE PUBLIC COMMUNITY 500 ZION LUTHERAN CHURCH 925 5TH AVENUE ROCKFORD IL 61104 NONE PUBLIC RELIGIOUS 505 LUTHERAN BIBLE TRANSLATORS PO BOX 789 CONCORDIA MO 64020 NONE PUBLIC RELIGIOUS 500 22705 14 104 14 12550 18 10856 23510 23510 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1150 1150 ACCRUED INCOME/LOSS ADJUSTMENT 25 FEDERAL TAX PAYMENT - PRIOR YE 698 698 0 FEDERAL ESTIMATES - PRINCIPAL 756 756 0 FOREIGN TAXES ON QUALIFIED FOR 171 171 0 FOREIGN TAXES ON NONQUALIFIED 36 36 0