MAIHAUGEN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MAIHAUGEN FOUNDATION INC (EIN 39-1857836)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-01
- IRS object ID
- 201941219349100844
- Schema version
- 2018v3.0
- 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
- Schedule B
- 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 | 2019-05-01T17:00:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6087821148 | PhoneNum |
| Preparation | 2019-04-29 | 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 | 8E3329ACA56D9D264B62752E283BD15F8BAB7BA7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E3329ACA56D9D264B62752E283BD15F8BAB7BA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,339,067 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $241,146 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $746,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,952 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $416,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,782 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,891 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,891 | 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 | $7,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,139 | 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 | $795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $795 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $210,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,515 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,822 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,431 | 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 | $2,931,637 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,107,620 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,250,636 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,981,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,196,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,339,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,981,459 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,196,051 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,981,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,196,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,981,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,196,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,981,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $210,716 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,876 | OtherIncreasesAmt |
| Subtotal | $3,196,051 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,196,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (147 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 238. CONTROLADORA VUEL | 2016-02-17 | 2018-01-02 | $1,922 | $4,580 | -$2,658 | -$2,658 | |
| 27. EQT CORP NPV | 2017-11-13 | 2018-01-02 | $1,552 | $1,492 | $60 | $60 | |
| 125. NAVIGANT CONSULTING INC | 2017-05-25 | 2018-01-02 | $2,425 | $2,423 | $2 | $2 | |
| 100. NETSCOUT SYSTEMS INC | 2016-09-06 | 2018-01-02 | $3,037 | $2,973 | $64 | $64 | |
| 100. REGAL ENTERTAINMENT GROUP | 2017-12-07 | 2018-01-02 | $2,287 | $2,269 | $18 | $18 | |
| .667 NEOGEN CORP | 2014-06-19 | 2018-01-10 | $39 | $20 | $19 | $19 | |
| 10. IPG PHOTONICS CORP | 2016-05-17 | 2018-01-23 | $2,627 | $830 | $1,797 | $1,797 | |
| 300. LINDE AG ADR | 2016-11-29 | 2018-01-25 | $6,972 | $4,785 | $2,187 | $2,187 | |
| 100. MERIT MEDICAL SYSTEMS INC | 2015-03-18 | 2018-01-25 | $4,641 | $1,950 | $2,691 | $2,691 | |
| 50. OLD DOMINION FREIGHT LINE | 2015-10-20 | 2018-01-25 | $7,423 | $2,358 | $5,065 | $5,065 | |
| 25. SERVICEMASTER GLOBAL HOLDINGS INC | 2015-05-20 | 2018-01-25 | $1,347 | $932 | $415 | $415 | |
| 25. SLEEP NUMBER CORP | 2017-01-06 | 2018-01-25 | $995 | $577 | $418 | $418 | |
| 25. VERISK ANALYTICS INC | 2016-01-04 | 2018-01-29 | $2,447 | $1,625 | $822 | $822 | |
| 20. COSTAR GROUP INC | 2014-09-15 | 2018-01-31 | $6,959 | $2,108 | $4,851 | $4,851 | |
| 100. CHINA LODGING GROUP LTD ADR | 2016-07-21 | 2018-02-02 | $14,250 | $3,917 | $10,333 | $10,333 | |
| 150. MURATA MANUFACTURING CO LTD ADR | 2015-09-17 | 2018-02-02 | $5,477 | $5,414 | $63 | $63 | |
| 25. GAMESTOP CORP CLASS A | 2016-08-04 | 2018-02-09 | $394 | $742 | -$348 | -$348 | |
| 148. STRATASYS LTD | 2015-08-12 | 2018-02-09 | $2,926 | $5,893 | -$2,967 | -$2,967 | |
| 6. ALPHABET INC CL C | 2012-09-24 | 2018-02-14 | $6,380 | $1,989 | $4,391 | $4,391 | |
| 50. TJX COMPANIES INC | 2017-08-18 | 2018-02-14 | $3,791 | $3,540 | $251 | $251 | |
| 75. TJX COMPANIES INC | 2016-06-09 | 2018-02-14 | $5,687 | $5,765 | -$78 | -$78 | |
| 11. OLD DOMINION FREIGHT LINE | 2013-04-04 | 2018-02-16 | $1,494 | $401 | $1,093 | $1,093 | |
| 75. VERISK ANALYTICS INC | 2014-02-11 | 2018-02-22 | $7,570 | $4,688 | $2,882 | $2,882 | |
| 4424.779 EATON VANCE FLOATING RATE I | 2015-02-23 | 2018-02-28 | $40,000 | $40,108 | -$108 | -$108 | |
| 859.107 VANGUARD HIGH YIELD ADM | 2017-02-01 | 2018-02-28 | $5,000 | $5,034 | -$34 | -$34 | |
| .66 FIRST HORIZON NATIONAL CORP | 2016-08-10 | 2018-03-01 | $13 | $9 | $4 | $4 | |
| .507 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC | 2017-06-22 | 2018-03-07 | $3 | $4 | -$1 | -$1 | |
| 25. GRAND CANYON EDUCATION INC | 2015-09-17 | 2018-03-13 | $2,679 | $990 | $1,689 | $1,689 | |
| 65. DECKERS OUTDOOR CORP | 2016-01-14 | 2018-03-20 | $5,948 | $3,321 | $2,627 | $2,627 | |
| 250. COLONY NORTHSTAR INC | 2016-01-14 | 2018-03-21 | $1,443 | $3,363 | -$1,920 | -$1,920 | |
| 135. DIGI INTERNATIONAL INC | 2010-11-23 | 2018-03-21 | $1,442 | $1,320 | $122 | $122 | |
| 60. DIPLOMAT PHARMACY INC | 2016-01-14 | 2018-03-21 | $1,329 | $1,748 | -$419 | -$419 | |
| 50. GAMESTOP CORP CLASS A | 2016-08-04 | 2018-03-21 | $704 | $1,589 | -$885 | -$885 | |
| 50. GAMESTOP CORP CLASS A | 2018-01-11 | 2018-03-21 | $704 | $999 | -$295 | -$295 | |
| 25. HESKA CORP | 2017-01-30 | 2018-03-21 | $1,964 | $2,008 | -$44 | -$44 | |
| 100. INNERWORKINGS INC | 2014-12-09 | 2018-03-21 | $895 | $795 | $100 | $100 | |
| 134. INOVALON HOLDINGS INC | 2016-03-10 | 2018-03-21 | $1,494 | $2,318 | -$824 | -$824 | |
| 89. KOREA ELECTRIC POWER CORP SP ADR | 2018-01-22 | 2018-03-21 | $1,302 | $1,449 | -$147 | -$147 | |
| 261. KOREA ELECTRIC POWER CORP SP ADR | 2015-09-17 | 2018-03-21 | $3,819 | $5,447 | -$1,628 | -$1,628 | |
| 29. MERIT MEDICAL SYSTEMS INC | 2015-03-18 | 2018-03-21 | $1,294 | $566 | $728 | $728 | |
| 126. UNILEVER PLC ADR NEW | 2014-12-09 | 2018-03-21 | $6,615 | $5,271 | $1,344 | $1,344 | |
| 778. WIPRO LTD | 2014-09-15 | 2018-03-21 | $4,027 | $4,564 | -$537 | -$537 | |
| 322. WIPRO LTD | 2018-01-22 | 2018-03-21 | $1,667 | $1,779 | -$112 | -$112 | |
| 200. WISDOMTREE INVESTMENTS INC | 2016-09-01 | 2018-03-28 | $1,791 | $2,551 | -$760 | -$760 | |
| 25. GRAND CANYON EDUCATION INC | 2015-09-17 | 2018-04-13 | $2,725 | $953 | $1,772 | $1,772 | |
| 50. VEEVA SYSTEMS INC CL A | 2016-03-10 | 2018-04-13 | $3,639 | $1,336 | $2,303 | $2,303 | |
| 25. HEICO CORP | 2016-07-28 | 2018-04-18 | $2,258 | $1,082 | $1,176 | $1,176 | |
| 50. VECTREN CORP | 2014-09-15 | 2018-04-18 | $3,265 | $1,828 | $1,437 | $1,437 | |
| 125. FASTENAL CO | 2016-11-22 | 2018-04-19 | $6,379 | $5,700 | $679 | $679 | |
| 25. EDGEWELL PERSONAL CARE CO | 2017-08-22 | 2018-05-01 | $1,098 | $1,882 | -$784 | -$784 | |
| 75. COOPER TIRE & RUBBER | 2018-03-22 | 2018-05-08 | $1,809 | $2,567 | -$758 | -$758 | |
| 50. WPX ENERGY INC | 2016-04-07 | 2018-05-08 | $899 | $336 | $563 | $563 | |
| .25 ASE INDUSTRIAL HOLDING CO LTD NPV ADR | 2015-10-28 | 2018-05-10 | $1 | $1 | |||
| 125. ARCOS DORADOS HOLDINGS INC CLASS A | 2017-11-20 | 2018-05-16 | $921 | $1,265 | -$344 | -$344 | |
| 625. TUCKCELL ILETISIM HIZMET ADR | 2017-10-26 | 2018-05-30 | $4,369 | $5,797 | -$1,428 | -$1,428 | |
| 50. ROSS STORES INC | 2016-06-22 | 2018-06-01 | $4,053 | $2,738 | $1,315 | $1,315 | |
| 53. TIME WARNER INC NEW | 2014-09-15 | 2018-06-15 | $5,327 | $4,040 | $1,287 | $1,287 | |
| 75. ABM INDUSTRIES INC | 2017-07-13 | 2018-06-25 | $2,240 | $3,171 | -$931 | -$931 | |
| 2. DORMAN PRODUCTS INC | 2015-08-12 | 2018-06-25 | $141 | $102 | $39 | $39 | |
| 75. EMPLOYERS HOLDING INC | 2016-09-12 | 2018-06-25 | $3,062 | $2,243 | $819 | $819 | |
| 75. WPX ENERGY INC | 2016-04-07 | 2018-06-25 | $1,292 | $504 | $788 | $788 | |
| 209. AKZO NOBEL NV SPONSORED ADR | 2016-03-31 | 2018-06-26 | $6,018 | $4,791 | $1,227 | $1,227 | |
| 125. DEUTSCHE POST ADR | 2017-01-24 | 2018-06-26 | $4,092 | $4,224 | -$132 | -$132 | |
| 100. KB FINANCIAL GROUP INC ADR | 2017-03-20 | 2018-06-26 | $4,808 | $4,583 | $225 | $225 | |
| 20. NETEASE.COM INC | 2012-09-24 | 2018-06-26 | $4,983 | $1,030 | $3,953 | $3,953 | |
| .161 AT&T INC | 2015-03-18 | 2018-06-27 | $5 | $5 | |||
| 13. IPG PHOTONICS CORP | 2016-05-17 | 2018-07-02 | $2,866 | $1,079 | $1,787 | $1,787 | |
| 25. CNX RESOURCES CORP | 2018-01-02 | 2018-07-10 | $452 | $371 | $81 | $81 | |
| 25. DRIL-QUIP INC | 2017-02-01 | 2018-07-10 | $1,364 | $1,567 | -$203 | -$203 | |
| 150. FIRST MIDWEST BANCORP INC | 2015-09-17 | 2018-07-10 | $3,974 | $2,586 | $1,388 | $1,388 | |
| 64. DICK'S SPORTING GOODS | 2016-01-25 | 2018-07-12 | $2,205 | $2,577 | -$372 | -$372 | |
| 25. DICK'S SPORTING GOODS | 2018-01-11 | 2018-07-12 | $861 | $792 | $69 | $69 | |
| 116. KITE REALTY GROUP TRUST | 2014-09-15 | 2018-07-12 | $1,957 | $2,811 | -$854 | -$854 | |
| 75. WASHINGTON FEDERAL INC | 2018-05-03 | 2018-07-12 | $2,459 | $2,375 | $84 | $84 | |
| 86. FINANCIAL ENGINES INC | 2014-02-11 | 2018-07-19 | $3,870 | $2,019 | $1,851 | $1,851 | |
| 25. GREENHILL & CO INC | 2017-02-27 | 2018-07-19 | $779 | $742 | $37 | $37 | |
| .625 HEICO CORP | 2015-06-23 | 2018-07-19 | $48 | $19 | $29 | $29 | |
| .5 APERGY CORP | 2014-12-09 | 2018-07-23 | $17 | $14 | $3 | $3 | |
| 50. CORE LABORATORIES NV | 2014-12-09 | 2018-07-23 | $5,590 | $5,753 | -$163 | -$163 | |
| 186. CHINA EASTERN AIRLINES CORP LTD ADR CL H | 2015-09-17 | 2018-07-24 | $6,092 | $5,489 | $603 | $603 | |
| 50. PANDORA A S NPV ADR | 2018-01-11 | 2018-07-24 | $908 | $1,202 | -$294 | -$294 | |
| 161. PANDORA A S NPV ADR | 2014-06-19 | 2018-07-24 | $2,925 | $3,024 | -$99 | -$99 | |
| 38. AT&T INC | 2015-03-18 | 2018-07-30 | $1,216 | $1,267 | -$51 | -$51 | |
| 1000. SPDR EURO STOXX 50 ETF | 2015-04-08 | 2018-07-30 | $39,919 | $39,760 | $159 | $159 | |
| 750. VANGUARD FTSE DEVELOPED MARKETS ETF | 2016-10-24 | 2018-07-30 | $32,902 | $27,645 | $5,257 | $5,257 | |
| 100. VANGUARD LARGE CAP ETF | 2015-08-18 | 2018-07-30 | $12,889 | $9,677 | $3,212 | $3,212 | |
| 2613.24 VANGUARD HIGH YIELD ADM | 2016-11-15 | 2018-07-31 | $15,000 | $15,052 | -$52 | -$52 | |
| 125. FRESHPET INC | 2016-04-27 | 2018-08-06 | $3,646 | $1,017 | $2,629 | $2,629 | |
| 75. KRAFT HEINZ CO | 2018-05-03 | 2018-08-06 | $4,786 | $4,160 | $626 | $626 | |
| 140. KRAFT HEINZ CO | 2015-11-19 | 2018-08-06 | $8,934 | $10,163 | -$1,229 | -$1,229 | |
| 99. UNITED NATURAL FOODS INC | 2016-10-18 | 2018-08-06 | $3,362 | $3,812 | -$450 | -$450 | |
| 25. KENNEDY WILSON HOLDINGS INC | 2015-04-08 | 2018-08-10 | $537 | $621 | -$84 | -$84 | |
| 50. ROSS STORES INC | 2017-06-05 | 2018-08-22 | $4,681 | $3,180 | $1,501 | $1,501 | |
| 25. ATKORE INTERNATIONAL GROUP INC | 2017-07-05 | 2018-08-28 | $695 | $567 | $128 | $128 | |
| 25. LHC GROUP INC | 2017-11-20 | 2018-08-28 | $2,490 | $1,676 | $814 | $814 | |
| 100. LEGG MASON INC | 2018-06-05 | 2018-08-28 | $3,203 | $3,811 | -$608 | -$608 | |
| 1100. GKN PLC ADR | 2017-06-22 | 2018-09-06 | $6,211 | $4,978 | $1,233 | $1,233 | |
| 225. CHICOS FAS INC | 2018-04-18 | 2018-09-17 | $1,902 | $2,354 | -$452 | -$452 | |
| 275. CHINA CONSTRUCTION BANK CORP ADR | 2018-02-02 | 2018-09-17 | $4,544 | $6,303 | -$1,759 | -$1,759 | |
| 67. MUELLER INDUSTRIES INC | 2010-12-16 | 2018-09-17 | $1,931 | $884 | $1,047 | $1,047 | |
| 310. TORAY INDUSTRIES INC ADR | 2015-09-22 | 2018-09-17 | $4,669 | $5,254 | -$585 | -$585 | |
| 25. FIVE BELOW INC | 2016-09-07 | 2018-09-20 | $3,146 | $1,014 | $2,132 | $2,132 | |
| 25. HEICO CORP | 2015-06-23 | 2018-09-20 | $2,261 | $771 | $1,490 | $1,490 | |
| 150. ACCO BRANDS CORP | 2018-08-07 | 2018-09-24 | $1,734 | $1,996 | -$262 | -$262 | |
| 50. ATKORE INTERNATIONAL GROUP INC | 2018-03-22 | 2018-09-24 | $1,294 | $1,021 | $273 | $273 | |
| 50. ATKORE INTERNATIONAL GROUP INC | 2017-07-05 | 2018-09-24 | $1,294 | $1,135 | $159 | $159 | |
| 150. CNX RESOURCES CORP | 2018-01-02 | 2018-09-24 | $2,179 | $2,223 | -$44 | -$44 | |
| 175. RAMBUS INC | 2018-01-02 | 2018-09-24 | $1,945 | $2,514 | -$569 | -$569 | |
| 50. UNITED NATURAL FOODS INC | 2018-05-02 | 2018-09-24 | $1,574 | $2,249 | -$675 | -$675 | |
| .211 FERGUSON PLC NPV ADR | 2018-02-02 | 2018-10-03 | $2 | $2 | |||
| 9. PROTO LABS INC | 2015-08-12 | 2018-10-03 | $1,398 | $656 | $742 | $742 | |
| 100. TRACTOR SUPPLY CO | 2016-11-22 | 2018-10-03 | $8,890 | $7,476 | $1,414 | $1,414 | |
| 50. VERINT SYSTEMS INC | 2015-08-12 | 2018-10-03 | $2,446 | $2,912 | -$466 | -$466 | |
| .564 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC | 2017-06-22 | 2018-10-10 | $4 | $4 | |||
| 57. CORE LABORATORIES NV | 2015-09-17 | 2018-10-23 | $5,602 | $6,074 | -$472 | -$472 | |
| 25. LHC GROUP INC | 2018-02-15 | 2018-10-30 | $2,174 | $1,573 | $601 | $601 | |
| 150. STARS GROUP INC | 2018-06-25 | 2018-10-30 | $2,993 | $5,401 | -$2,408 | -$2,408 | |
| 6041.704 FEDERATED MORTGAGE INSTITUTIONAL | 2017-02-01 | 2018-11-02 | $55,161 | $58,647 | -$3,486 | -$3,486 | |
| 29. FRONTDOOR INC | 2015-05-20 | 2018-11-16 | $624 | $715 | -$91 | -$91 | |
| 25. FRONTDOOR INC | 2018-10-09 | 2018-11-16 | $538 | $1,181 | -$643 | -$643 | |
| 242. SCHLUMBERGER LTD | 2015-09-17 | 2018-11-16 | $11,676 | $18,488 | -$6,812 | -$6,812 | |
| 42. ATHENAHEALTH INC | 2015-09-17 | 2018-11-20 | $5,523 | $4,842 | $681 | $681 | |
| 302. RENAULT SA | 2015-10-27 | 2018-11-27 | $4,150 | $5,520 | -$1,370 | -$1,370 | |
| 165. VALEO SA | 2013-05-01 | 2018-11-27 | $2,349 | $1,432 | $917 | $917 | |
| 50. BERKSHIRE HATHAWAY INC CL B | 2015-09-17 | 2018-11-30 | $10,860 | $6,530 | $4,330 | $4,330 | |
| 32. EXPRESS SCRIPTS HLDG CO | 2014-06-19 | 2018-11-30 | $3,231 | $2,235 | $996 | $996 | |
| 300. SCHWAB MID CAP ETF | 2016-09-28 | 2018-11-30 | $16,062 | $13,050 | $3,012 | $3,012 | |
| 200. VANGUARD LARGE CAP ETF | 2015-08-18 | 2018-11-30 | $25,146 | $19,354 | $5,792 | $5,792 | |
| 50. WELLS FARGO & CO | 2015-09-17 | 2018-11-30 | $2,702 | $2,059 | $643 | $643 | |
| 125. C&J ENERGY SERVICES INC | 2018-06-25 | 2018-12-03 | $2,162 | $3,420 | -$1,258 | -$1,258 | |
| 782.999 EATON VANCE FLOATING RATE I | 2015-02-23 | 2018-12-03 | $7,000 | $7,014 | -$14 | -$14 | |
| 906.225 GLENMEDE SECURED OPTIONS I | 2017-05-10 | 2018-12-03 | $11,500 | $11,292 | $208 | $208 | |
| 1756.055 LORD ABBETT INFLATION FOCUSED I | 2017-06-16 | 2018-12-03 | $20,300 | $20,721 | -$421 | -$421 | |
| 933.786 PIMCO INCOME FUND I | 2017-06-16 | 2018-12-03 | $11,000 | $11,542 | -$542 | -$542 | |
| 1160.714 VANGUARD HIGH YIELD ADM | 2016-11-15 | 2018-12-03 | $6,500 | $6,686 | -$186 | -$186 | |
| 147.492 VANGUARD MORTGAGE-BACKED SECURITIES INDE | 2018-11-02 | 2018-12-03 | $3,000 | $2,965 | $35 | $35 | |
| 25. CNO FINANCIAL GROUP INC | 2018-06-05 | 2018-12-10 | $413 | $495 | -$82 | -$82 | |
| 100. CNO FINANCIAL GROUP INC | 2017-05-09 | 2018-12-10 | $1,652 | $2,128 | -$476 | -$476 | |
| 50. DRIL-QUIP INC | 2018-01-22 | 2018-12-10 | $1,712 | $2,733 | -$1,021 | -$1,021 | |
| 1161. ASE INDUSTRIAL HOLDING CO LTD NPV ADR | 2015-10-28 | 2018-12-12 | $4,366 | $4,757 | -$391 | -$391 | |
| 74. HANCOCK WHITNEY CORP | 2015-03-18 | 2018-12-12 | $2,843 | $2,228 | $615 | $615 | |
| .333 RESIDEO TECHNOLOGIES INC | 2010-12-16 | 2018-12-12 | $7 | $3 | $4 | $4 | |
| 61. WESBANCO INC | 2010-12-16 | 2018-12-12 | $2,473 | $1,195 | $1,278 | $1,278 | |
| 50. EXPRESS SCRIPTS HLDG CO | 2014-06-19 | 2018-12-20 | $4,655 | $3,415 | $1,240 | $1,240 | |
| 61. HEALTHCARE SERVICES GROUP INC | 2015-09-17 | 2018-12-20 | $2,518 | $2,119 | $399 | $399 | |
| 4013.761 EATON VANCE FLOATING RATE I | 2016-09-28 | 2018-12-21 | $35,000 | $35,376 | -$376 | -$376 | |
| CAPITAL GAIN DIVIDENDS | $22,948 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,952 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $155,115 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,435,494 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,845 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,088,465 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052727 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $160,730 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,288,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,657 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,404,974 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045127 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $149,499 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,199,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046724 | DistributionYr5Rt |
| Total Distribution | 0.238599 | TotalDistributionRt |
| Average Distribution | 0.04772 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,436,458 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,988 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $169,945 | 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 | $1,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,245 | OverpaymentAmt |
| Applied To ES Tax | $1,245 | 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 | $19,891 |
| 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 | $3,488,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,488,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,488,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,436,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,395 | TotalTaxAmt |
| Distributable Before Adj | $170,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $170,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $170,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,945 | 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 | $169,945 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,395 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,410 | 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 | $169,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,410 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,535 | 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 | $164,893 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRANKLY MUSIC | ||||||||
| PO BOX 1512 | MILWAUKEE | WI | 53201 | NONE | PUBLIC | BROOKLYN RIDER PERFORMANCE | $3,000 | |
| MILWAUKEE FILM | ||||||||
| 1037 W MCKINLEY AVENUE | MILWAUKEE | WI | 53205 | NONE | PUBLIC | MILWAUKEE FILM FESTIVAL | $2,500 | |
| HEARTLAND FARM SANCTUARY | ||||||||
| PO BOX 45746 | MADISON | WI | 53744 | NONE | PUBLIC | HUMANE EDUCATION | $2,500 | |
| TRICKLEBEE CAFE | ||||||||
| 4424 W NORTH AVE | MILWAUKEE | WI | 53208 | NONE | PUBLIC | HEALTH & COMMUNITY | $5,000 | |
| ARTS AT LARGE | ||||||||
| 908 SOUTH FIFTH STREET | MILWAUKEE | WI | 53204 | NONE | PUBLIC | ARTS | $5,000 | |
| 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 | $10,000 | |
| SKYLIGHT THEATER | ||||||||
| 158 N BROADWAY | MILWAUKEE | WI | 53202 | NONE | PUBLIC | ENLIGHTEN PROGRAM | $5,000 | |
| MILWAUKEE BALLET COMPANY INC | ||||||||
| 504 WEST NATIONAL AVENUE | MILWAUKEE | WI | 53204 | NONE | PUBLIC | FINANCIAL ASSISTANCE | $5,000 | |
| HISTORIC MILWAUKEE | ||||||||
| 235 E MICHIGAN STREET | MILWAUKEE | WI | 53202 | NONE | PUBLIC | TOURS AND PROGRAMS | $5,000 | |
| MAKE A WISH WISCONSIN | ||||||||
| 11020 W PLANK COURT SUITE 200 | WAUWATOSA | WI | 53226 | NONE | PUBLIC | GENERAL SUPPORT | $11,000 | |
| NEXT ACT THEATRE | ||||||||
| 255 S WATER ST | MILWAUKEE | WI | 53204 | NONE | PUBLIC | CULTURAL ARTS | $5,000 | |
| 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 | |
| URBAN ECOLOGY CENTER | ||||||||
| 1500 EAST PARK PLACE | MILWAUKEE | WI | 53211 | NONE | PUBLIC | EDUCATION | $5,000 | |
| DANCEWORKS INC | ||||||||
| 1661 N WATER STREET | MILWAUKEE | WI | 53202 | NONE | PUBLIC | ARTS | $3,500 | |
| WISCONSIN MUSEUM OF QUILTS AND FIBER | ||||||||
| PO BOX 562 | CEDARBURG | WI | 53012 | NONE | PUBLIC | NATIVE FIBER EXHIBITION | $2,000 | ARTS |
| RIVER REVITALIZATION | ||||||||
| 2134 N RIVERBOAT ROAD | MILWAUKEE | WI | 53212 | NONE | PUBLIC | COMMUNITY | $10,000 | |
| KATHY'S HOUSE | ||||||||
| 600 N 103RD ST | MILWAUKEE | WI | 53226 | NONE | PUBLIC | TRANSPORTATION EXPENSES | $5,000 | |
| CIVIC MUSIC | ||||||||
| 2625 SOUTH GREELEY STREET SUITE 3A | MILWAUKEE | WI | 53207 | NONE | PUBLIC | PRIVATE LESSON SCHOLARSHIP | $5,000 | |
| BLACK ARTS MKE INC | ||||||||
| 929 N WATER STREET | MILWAUKEE | WI | 53202 | NONE | PUBLIC | ARTS | $1,000 | |
| NORTH POINT LIGHTHOUSE FRIENDS INC | ||||||||
| 2650 N WAHL AVE | MILWAUKEE | WI | 53211 | NONE | PUBLIC | COMMUNITY | $3,000 | |
| BELGIAN HERITAGE CENTER | ||||||||
| 1255 COUNTY DK | BRUSSELS | WI | 54204 | NONE | PUBLIC | HISTORICAL EDUCATION | $5,000 | |
| ALL HANDS BOATWORKS | ||||||||
| 1845 N FARWELL AVENUE SUITE 100 | MILWAUKEE | WI | 53202 | NONE | PUBLIC | COMMUNITY | $2,500 | |
| 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 | $1,650 | |
| DAIRY ARTS CENTER | ||||||||
| 2590 WALNUT ST | BOULDER | CO | 80302 | NONE | PUBLIC | CULTURAL ARTS | $2,000 | |
| BESSIE'S HOPE | ||||||||
| PO BOX 12675 | DENVER | CO | 80212 | NONE | PUBLIC | COMMUNITY | $10,000 | |
| WILD ANIMAL SANCTUARY | ||||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | NONE | PUBLIC | ENVIRONMENTAL | $10,000 | |
| WILD BEAR MOUNTAIN ECOLOGY CENTER | ||||||||
| 20 LAKEVIEW DR | NEDERLAND | CO | 80466 | NONE | PUBLIC | ENVIRONMENTAL | $5,000 | |
| BOULDER PHILHARMONIC ORCHESTRA | ||||||||
| 2590 WALNUT STREET | BOULDER | CO | 80302 | NONE | PUBLIC | ARTS | $2,500 | |
| OPEN DOOR BIRD SANCTUARY | ||||||||
| 4114 COUNTY ROAD I | STURGEON BAY | WI | 54235 | NONE | PUBLIC | SLOP SINK, OUTDOOR LIGHTS, | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,150 | 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 | $1,046 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,784 | 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 | $86,952 | 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 | $175,782 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,782 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL AND FRANCES BURTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9962 SOUTH DANE STREET | AddressLine1Txt |
| Address Line2 | PO BOX 250 | AddressLine2Txt |
| City | EPHRAIM | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 542110250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $80,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $10 | $0 | $10 |
| OTHER NON-ALLOCABLE EXPENSE - | $785 | $0 | $785 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $3,876 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSE (NON-DEDUCTIBLE | CategoryTxt |
| Amt | $7,237 | Amt |
| Net Investment Income | $7,237 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,127 | $1,127 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,128 | $2,128 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,640 | $2,640 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $976 | $976 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $268 | $268 | $0 |
Comments