THE ALMA & HENRY LIND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE ALMA & HENRY LIND FOUNDATION (EIN 39-6702283)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349101394
- Schema version
- 2016v3.0
- 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 Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:00:14-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396702283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIND ALMA & HENRY FOUNDATION 1045001414 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | 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 | DALE KLEVGARD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6087821148 | PhoneNum |
| Signature | 2017-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRUST POINT INC | PreparerPersonNm |
| Phone | 6087821148 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.206.209.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B411F5C10B4990F04E41D75323EF22F4E9C61B72 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E3329ACA56D9D264B62752E283BD15F8BAB7BA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $455,227 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,890 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,288 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,288 | 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 | $575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $211 | 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 |
| Tot Opr Expenses Rev And Expnss | $6,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,391 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $7,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,047 | 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 | $446,696 | OtherAssetsBOYAmt |
| Other Assets EOY | $420,804 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $448,180 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $446,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $427,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $455,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $446,696 | CapitalStockBOYAmt |
| Capital Stock EOY | $427,851 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $446,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $427,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $446,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $427,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $446,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97 | OtherIncreasesAmt |
| Subtotal | $427,851 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $427,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 710.446 FIDELITY ADVISOR EMERGING MARKETS INCOME | 2014-10-06 | 2016-01-28 | $8,710 | $9,792 | -$1,082 | -$1,082 | |
| 498.913 INVESCO CONVERTIBLE SECURITIES Y | 2012-09-24 | 2016-02-26 | $10,687 | $10,372 | $315 | $315 | |
| 355.074 GOLDMAN SACHS MID CAP VALUE I | 2011-08-30 | 2016-02-29 | $10,798 | $11,837 | -$1,039 | -$1,039 | |
| 615.737 IVY MID CAP GROWTH I | 2011-12-14 | 2016-02-29 | $11,459 | $10,390 | $1,069 | $1,069 | |
| 616.112 MORGAN STANLEY INST SMALL CAP GROWTH IS | 2011-07-06 | 2016-02-29 | $7,369 | $9,037 | -$1,668 | -$1,668 | |
| 25.13 ALLIANZGI NFJ DIVIDEND VALUE I | 2011-08-30 | 2016-03-28 | $392 | $278 | $114 | $114 | |
| 108.513 DELAWARE CORPORATE BOND I | 2014-10-06 | 2016-03-28 | $615 | $658 | -$43 | -$43 | |
| 29.548 EATON VANCE FLOATING RATE I | 2013-08-05 | 2016-03-28 | $250 | $271 | -$21 | -$21 | |
| 10.247 FIDELITY ADVISOR EMERGING MARKETS INCOME | 2014-04-28 | 2016-03-28 | $131 | $141 | -$10 | -$10 | |
| 43.999 GOLDMAN SACHS SMALL VALUE I | 2013-12-13 | 2016-03-28 | $2,153 | $1,970 | $183 | $183 | |
| 22.201 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2014-04-28 | 2016-03-28 | $228 | $237 | -$9 | -$9 | |
| 2.995 OAKMARK GLOBAL I | 2014-04-29 | 2016-03-28 | $74 | $91 | -$17 | -$17 | |
| 9.006 IVY HIGH INCOME I | 2012-03-02 | 2016-03-28 | $62 | $75 | -$13 | -$13 | |
| 52.791 LOOMIS SAYLES GLOBAL BOND I | 2011-05-11 | 2016-03-28 | $817 | $906 | -$89 | -$89 | |
| 318.212 PIMCO REAL RETURN I | 2013-02-14 | 2016-03-28 | $3,424 | $3,787 | -$363 | -$363 | |
| 24. SPDR EURO STOXX 50 ETF | 2015-02-24 | 2016-03-28 | $786 | $938 | -$152 | -$152 | |
| 91.693 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2014-10-06 | 2016-03-28 | $1,054 | $1,036 | $18 | $18 | |
| 13.433 VANGUARD LARGE CAP INDEX ADM | 2014-12-18 | 2016-03-28 | $630 | $643 | -$13 | -$13 | |
| 43.598 DODGE & COX STOCK FUND | 2014-04-29 | 2016-04-28 | $7,066 | $7,171 | -$105 | -$105 | |
| 80.389 HARBOR CAPITAL APPRECIATION FUND | 2011-06-22 | 2016-04-28 | $4,580 | $3,060 | $1,520 | $1,520 | |
| 366.358 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2014-10-06 | 2016-09-15 | $4,253 | $4,140 | $113 | $113 | |
| 603.105 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2015-10-29 | 2016-09-15 | $7,002 | $6,906 | $96 | $96 | |
| 19.395 INVESCO CONVERTIBLE SECURITIES Y | 2015-03-23 | 2016-11-09 | $445 | $473 | -$28 | -$28 | |
| 34.814 AMERICAN EUROPACIFIC GROWTH F2 | 2013-10-22 | 2016-11-09 | $1,614 | $1,668 | -$54 | -$54 | |
| 7.711 FEDERATED ULTRASHORT BOND I | 2015-12-14 | 2016-11-09 | $70 | $70 | |||
| 31.487 FIDELITY ADVISOR EMERGING MARKETS INCOME | 2014-04-28 | 2016-11-09 | $436 | $434 | $2 | $2 | |
| 29.292 GOLDMAN SACHS SMALL VALUE I | 2011-05-25 | 2016-11-09 | $1,644 | $1,279 | $365 | $365 | |
| 50.405 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2014-04-28 | 2016-11-09 | $537 | $538 | -$1 | -$1 | |
| 28.461 HARBOR CAPITAL APPRECIATION FUND | 2011-06-08 | 2016-11-09 | $1,728 | $1,078 | $650 | $650 | |
| 805.634 IVY HIGH INCOME I | 2012-03-02 | 2016-11-09 | $5,897 | $6,695 | -$798 | -$798 | |
| 48.399 METROPOLITAN WEST TOTAL RETURN BOND I | 2015-04-27 | 2016-11-09 | $524 | $534 | -$10 | -$10 | |
| 20.934 MORGAN STANLEY INST SMALL CAP GROWTH IS | 2011-06-22 | 2016-11-09 | $282 | $294 | -$12 | -$12 | |
| 7.37 OPPENHEIMER DEVELOPING MARKETS I | 2013-03-27 | 2016-11-09 | $245 | $257 | -$12 | -$12 | |
| 38.785 PIMCO FOREIGN BOND INSTITUTIONAL | 2014-04-29 | 2016-11-09 | $407 | $418 | -$11 | -$11 | |
| 126.24 PIMCO REAL RETURN I | 2011-06-08 | 2016-11-09 | $1,400 | $1,478 | -$78 | -$78 | |
| 8.419 VANGUARD INTERMEDIATE-TERM TREASURY FUND ADMIRAL | 2015-10-29 | 2016-11-09 | $96 | $96 | |||
| 48.394 VANGUARD LARGE CAP INDEX ADM | 2015-04-27 | 2016-11-09 | $2,423 | $2,371 | $52 | $52 | |
| 5.067 VANGUARD MID CAP INDEX ADMIRAL | 2016-02-29 | 2016-11-09 | $798 | $706 | $92 | $92 | |
| 1983.237 DELAWARE CORPORATE BOND I | 2014-10-06 | 2016-11-11 | $11,384 | $12,018 | -$634 | -$634 | |
| 726.005 LOOMIS SAYLES GLOBAL BOND I | 2015-03-23 | 2016-11-11 | $11,420 | $12,034 | -$614 | -$614 | |
| 2355.565 IVY HIGH INCOME I | 2015-03-23 | 2016-11-14 | $17,125 | $19,395 | -$2,270 | -$2,270 | |
| 89.709 IVY HIGH INCOME I | 2015-12-18 | 2016-11-14 | $652 | $623 | $29 | $29 | |
| CAPITAL GAIN DIVIDENDS | $4,329 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,816 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $486,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051022 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,533 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $506,783 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046436 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,801 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $483,578 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045083 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,153 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $443,814 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038649 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $347,247 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014831 | DistributionYr5Rt |
| Total Distribution | 0.196021 | TotalDistributionRt |
| Average Distribution | 0.039204 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $451,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,764 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,134 | 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 | $54 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $188 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $188 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $56 | AppliedToESTaxAmt |
| Refund | $78 | 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 |
| 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 N | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|
| Trust Point Inc | ||||||
| 230 Front Street North | La Crosse | WI | 54601 | Investment Advisor | 1 | $5,288 |
| 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 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $458,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $458,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $458,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $451,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54 | TotalTaxAmt |
| Distributable Before Adj | $22,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,533 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,134 | 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 | $24,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $54 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,559 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $24,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,559 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $575 | 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 | $21,958 | 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 | Dale Klevgard | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N8280 Sand Prairie Rd | AddressLine1Txt |
| City | Hixton | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54635 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7159632224 | RecipientPhoneNum |
| Form And Info And Materials | No prescribed form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Generally limited to Black River Falls, WI area | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Johns Lutheran Church | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 WEST JEFFERSON STREET | AddressLine1Txt |
| City | Black River Falls | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 546151063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RELIGIOUS | GrantOrContributionPurposeTxt |
| Amt | $23,559 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,559 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,866 | 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 | -$199 | 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 | $10,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,691 | 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 | $575 | Amt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| FEDERATED TAX-FREE OBLIGATIONS | $0 | $0 | |
| TRUST POINT INC | $0 | $0 | $446,696 |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $97 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $180 | $180 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $31 | $31 | $0 |
Comments