THE ALMA & HENRY LIND FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE ALMA & HENRY LIND FOUNDATION (EIN 39-6702283)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201641309349101044
- Schema version
- 2015v2.0
- 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 Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T11:00:17-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-04-20 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $457,066 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $11,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,312 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $24,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,661 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,661 | 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 | $582 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $582 | 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 | $6,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,988 | SavAndTempCashInvstBOYAmt |
| 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 | $445,236 | OtherAssetsBOYAmt |
| Other Assets EOY | $446,696 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $457,066 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $453,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $457,066 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $453,224 | CapitalStockBOYAmt |
| Capital Stock EOY | $446,696 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $453,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $446,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $453,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $446,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $453,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $446,744 | SubtotalAmt |
| Other Decreases | $48 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $446,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1409.531 FEDERATED ULTRASHORT BOND I | 2013-04-22 | 2015-02-24 | $12,883 | $13,010 | -$127 | -$127 | |
| 355.441 FIDELITY ADVISOR EMERGING MARKETS INCOME | 2014-10-06 | 2015-02-24 | $4,646 | $4,937 | -$291 | -$291 | |
| 392.248 FEDERATED ULTRASHORT BOND I | 2014-04-29 | 2015-02-26 | $3,585 | $3,593 | -$8 | -$8 | |
| 455.94 FEDERATED ULTRASHORT BOND I | 2013-04-22 | 2015-02-26 | $4,167 | $4,208 | -$41 | -$41 | |
| 447.227 ALLIANZGI NFJ DIVIDEND VALUE I | 2013-12-18 | 2015-04-27 | $7,688 | $5,222 | $2,466 | $2,466 | |
| 318.795 OPPENHEIMER DEVELOPING MARKETS I | 2013-03-28 | 2015-04-27 | $11,741 | $11,143 | $598 | $598 | |
| 1497.702 PIMCO FOREIGN BOND INSTITUTIONAL | 2013-12-18 | 2015-04-27 | $16,430 | $15,713 | $717 | $717 | |
| 523.848 INVESCO CONVERTIBLE SECURITIES Y | 2013-12-12 | 2015-10-19 | $12,185 | $12,261 | -$76 | -$76 | |
| 64.692 GOLDMAN SACHS MID CAP VALUE I | 2013-12-13 | 2015-10-29 | $2,548 | $2,573 | -$25 | -$25 | |
| 123.5 IVY MID CAP GROWTH I | 2011-12-13 | 2015-10-29 | $2,822 | $2,091 | $731 | $731 | |
| 193.166 OPPENHEIMER DEVELOPING MARKETS I | 2014-04-29 | 2015-10-29 | $6,083 | $6,890 | -$807 | -$807 | |
| 42.571 INVESCO CONVERTIBLE SECURITIES Y | 2013-02-14 | 2015-11-17 | $984 | $931 | $53 | $53 | |
| 126.843 DELAWARE CORPORATE BOND I | 2014-10-06 | 2015-11-17 | $719 | $769 | -$50 | -$50 | |
| 9.756 DODGE & COX STOCK FUND | 2014-04-29 | 2015-11-17 | $1,685 | $1,665 | $20 | $20 | |
| 118.855 EATON VANCE FLOATING RATE I | 2013-12-18 | 2015-11-17 | $1,021 | $1,091 | -$70 | -$70 | |
| 25.917 AMERICAN EUROPACIFIC GROWTH F2 | 2013-10-22 | 2015-11-17 | $1,233 | $1,254 | -$21 | -$21 | |
| 33.527 GOLDMAN SACHS MID CAP VALUE I | 2011-04-13 | 2015-11-17 | $1,302 | $1,263 | $39 | $39 | |
| 157.617 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I | 2014-04-28 | 2015-11-17 | $1,634 | $1,682 | -$48 | -$48 | |
| 61.046 HARBOR CAPITAL APPRECIATION FUND | 2011-04-13 | 2015-11-17 | $3,948 | $2,334 | $1,614 | $1,614 | |
| 26.382 OAKMARK GLOBAL I | 2014-04-29 | 2015-11-17 | $746 | $804 | -$58 | -$58 | |
| 122.23 IVY MID CAP GROWTH I | 2011-12-13 | 2015-11-17 | $2,743 | $2,069 | $674 | $674 | |
| 52.468 LOOMIS SAYLES GLOBAL BOND I | 2011-05-11 | 2015-11-17 | $779 | $900 | -$121 | -$121 | |
| 200.447 METROPOLITAN WEST TOTAL RETURN BOND I | 2015-04-27 | 2015-11-17 | $2,159 | $2,211 | -$52 | -$52 | |
| 163.929 PIMCO FOREIGN BOND INSTITUTIONAL | 2014-04-29 | 2015-11-17 | $1,747 | $1,766 | -$19 | -$19 | |
| 70.231 VANGUARD LARGE CAP INDEX ADM | 2014-04-29 | 2015-11-17 | $3,339 | $3,057 | $282 | $282 | |
| CAPITAL GAIN DIVIDENDS | $7,932 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,312 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,533 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $506,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046436 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,801 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $483,578 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045083 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,153 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $443,814 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038649 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $347,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.014831 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $103,505 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040288 | DistributionYr5Rt |
| Total Distribution | 0.185287 | TotalDistributionRt |
| Average Distribution | 0.037057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $486,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,209 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,001 | 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 | $185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $389 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $389 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $204 | OverpaymentAmt |
| Applied To ES Tax | $188 | AppliedToESTaxAmt |
| Refund | $16 | 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 | $5,661 |
| 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 | $493,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $493,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $493,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185 | TotalTaxAmt |
| Distributable Before Adj | $24,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,001 | 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 | $25,001 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $185 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,426 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $25,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,426 | 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 | $23,559 | 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 | $24,426 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,426 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,452 | 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 | $13,312 | 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 | $24,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,764 | 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 | $446,696 | $457,066 | $445,236 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME/LOSS ADJUSTMENT | Desc |
| Amt | $48 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $80 | $80 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $389 | $389 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $83 | $83 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30 | $30 | $0 |
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