THE ALMA & HENRY LIND FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE ALMA & HENRY LIND FOUNDATION (EIN 39-6702283)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201221319349100627
- Schema version
- 2011v1.2
- 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 Assets Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T09:36:15-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST POINT INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 FRONT STREET NORTH | AddressLine1 |
| City | La Crosse | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396702283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIND ALMA & HENRY FOUNDATION 1045001414 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIND | NameControl |
| Phone | 6087821148 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 FRONT STREET NORTH | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH FREITAG | Name |
| Title | Trustee | Title |
| Phone | 6087821148 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRUST POINT INC | Name |
| Phone | 6087821148 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 419772 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 335095 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 8760 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8760 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6307 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 67067 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6307 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 350162 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15067 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 3547 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3547 | CompOfcrDirTrstNetInvstIncm |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 375 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 375 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 171 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 171 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 4093 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3718 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 375 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4775 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4775 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8868 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3718 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 341294 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11349 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 236 | CashEOY |
| Cash EOYFMV | 236 | CashEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 97587 | OtherAssetsBOY |
| Other Assets EOY | 438379 | OtherAssetsEOY |
| Other Assets EOYFMV | 419536 | OtherAssetsEOYFMV |
| Total Assets BOY | 97587 | TotalAssetsBOY |
| Total Assets EOY | 438615 | TotalAssetsEOY |
| Total Assets EOYFMV | 419772 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 97587 | CapitalStockBOY |
| Capital Stock EOY | 438615 | CapitalStockEOY |
| Total Net Assets BOY | 97587 | TotalNetAssetsBOY |
| Total Net Assets EOY | 438615 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 97587 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 438615 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 97587 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 341294 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 438881 | Subtotal |
| Other Decreases | 266 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 438615 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (23 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 22.251 ALLIANZ NFJ DIVIDEND VALUE INST | 2009-12-28 | 2011-02-11 | 266 | 235 | 31 | 31 |
| 160.923 FEDERATED MORTGAGE INSTITUTIONAL | 2009-11-27 | 2011-02-11 | 1574 | 1625 | -51 | -51 |
| 35.051 HARBOR CAPITAL APPRECIATION FUND | 2007-06-28 | 2011-02-11 | 1376 | 1242 | 134 | 134 |
| 272.684 PIMCO TOTAL RETURN INSTL | 2009-12-28 | 2011-02-11 | 2937 | 2976 | -39 | -39 |
| 22.356 VANGUARD CONVERTIBLE SEC | 2007-12-10 | 2011-02-11 | 315 | 336 | -21 | -21 |
| 2.049 GOLDMAN SACHS SMALL VALUE IS | 2006-01-03 | 2011-02-28 | 90 | 87 | 3 | 3 |
| 4.126 MORGAN STANLEY INSTL SMALL COMPANY GROWT | 2004-08-27 | 2011-02-28 | 60 | 44 | 16 | 16 |
| 67.466 RIDGEWORTH LARGE CAP CORE GROWTH STOCK F | 2011-02-11 | 2011-04-01 | 969 | 955 | 14 | 14 |
| 459.397 RIDGEWORTH LARGE CAP CORE GROWTH STOCK F | 2010-01-26 | 2011-04-01 | 6597 | 5846 | 751 | 751 |
| 155.249 FEDERATED ULTRASHORT BOND INSTL | 2010-03-08 | 2011-08-30 | 1424 | 1419 | 5 | 5 |
| 166.069 FEDERATED MORTGAGE INSTITUTIONAL | 2010-04-26 | 2011-08-30 | 1662 | 1639 | 23 | 23 |
| 3.876 GOLDMAN SACHS HIGH YIELD FUND | 2004-04-05 | 2011-08-30 | 27 | 31 | -4 | -4 |
| 137.618 GOLDMAN SACHS SMALL VALUE IS | 2008-12-19 | 2011-08-30 | 5451 | 4615 | 836 | 836 |
| 90.249 GOLDMAN SACHS SMALL VALUE IS | 2011-04-27 | 2011-08-30 | 3575 | 4076 | -501 | -501 |
| 83.257 LOOMIS SAYLES GLOBAL BOND FUND I | 2009-12-28 | 2011-08-30 | 1450 | 1316 | 134 | 134 |
| 296.56 MORGAN STANLEY INSTL SMALL COMPANY GROWT | 2011-04-27 | 2011-08-30 | 3983 | 4561 | -578 | -578 |
| 414.503 MORGAN STANLEY INSTL SMALL COMPANY GROWT | 2008-12-19 | 2011-08-30 | 5567 | 3669 | 1898 | 1898 |
| 235.935 PIMCO TOTAL RETURN INSTL | 2009-12-28 | 2011-08-30 | 2595 | 2511 | 84 | 84 |
| 181.383 PIMCO FOREIGN BOND INSTITUTIONAL | 2006-01-03 | 2011-08-30 | 1930 | 1892 | 38 | 38 |
| 144.471 PIMCO REAL RETURN FUND | 2009-12-28 | 2011-08-30 | 1747 | 1445 | 302 | 302 |
| 9.322 ALLIANZ NFJ DIVIDEND VALUE INST | 2009-12-28 | 2011-10-26 | 105 | 98 | 7 | 7 |
| 200.812 TIMES SQUARE MID CAP GROWTH INSTL | 2009-10-29 | 2011-12-13 | 2711 | 2211 | 500 | 500 |
| 1244. TIMES SQUARE MID CAP GROWTH INSTL | 2011-08-30 | 2011-12-13 | 16794 | 17931 | -1137 | -1137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6307 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4170 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 103505 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040288 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4118 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 84342 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048825 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3795 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 83258 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045581 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1750 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 79703 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.021957 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 350 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 60187 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.005815 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.162466 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032493 | AverageDistributionRatio |
| Net Noncharitable Assets | 347247 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11283 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 113 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11396 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5150 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 227 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 227 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 227 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 28 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 28 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 199 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trust Point Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6087821148 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 FRONT STREET N | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Trust Point Inc | ||||||
| 230 Front Street North | La Crosse | WI | 54601 | Trustee | 1 | 3547 |
| 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 |
| Kenneth Freitag | ||||||
| PO Box 162 | Black River Falls | WI | 54615 | Trustee | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 352535 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 352535 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 352535 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5288 | CashDeemedCharitable |
| Net Noncharitable Assets | 347247 | NetNoncharitableAssets |
| Minimum Investment Return | 17362 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17362 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 227 | TaxBasedOnInvestmentIncome |
| Total Tax | 227 | TotalTax |
| Distributable Amount Before Adj | 17135 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 17135 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 17135 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5150 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 5150 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17135 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4775 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5150 | QualifyingDistributions |
| Applied To Year1 | 4775 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 375 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 16760 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Kenneth Freitag | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 162 | AddressLine1 |
| City | Black River Falls | City |
| State | WI | State |
| ZIP Code | 54615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7152845250 | RecipientPhoneNumber |
| Form And Info And Materials | No prescribed form | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | Generally limited to Black River Falls, WI area | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Johns Lutheran Church | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 WEST JEFFERSON STREET | AddressLine1 |
| City | Black River Falls | City |
| State | WI | State |
| ZIP Code | 546151063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | RELIGIOUS | PurposeOfGrantOrContribution |
| Amount | $4,775 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4775 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,760 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,307 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,067 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15067 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Alma Lind Estate | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Trust Point Inc | AddressLine1 |
| Address Line2 | 230 Front Street North | AddressLine2 |
| City | La Crosse | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 335095 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $375 | Amount |
| Disbursements Charitable Prps | 375 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (20 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CALAMOS CONVERTIBLE FUND | 30469 | 25858 |
| FEDERATED ULTRASHORT BOND INST | 21206 | 21029 |
| FEDERATED MORTGAGE INSTL | 20920 | 21059 |
| GOLDMAN SACHS HIGH YIELD FD | 17978 | 16945 |
| LOOMIS SAYLES GLOBAL BOND FUND | 16371 | 15974 |
| PIMCO TOTAL RETURN INSTL | 37707 | 37712 |
| PIMCO FOREIGN BOND INSTL | 20688 | 21065 |
| PIMCO REAL RETURN FUND | 15859 | 16580 |
| VANGUARD CONVERTIBLE SEC | 7457 | 7615 |
| ALLIANZ NFJ DIVIDEND VALUE INS | 49394 | 49281 |
| AMERICAN BEACON INT'L EQUITY | 22168 | 18179 |
| DELAWARE EMERGING MARKETS | 8997 | 7546 |
| AMERICAN EUROPACIFIC GROWTH FD | 20740 | 17617 |
| GOLDMAN SACHS MID CAP VALUE FD | 20118 | 19138 |
| GOLDMAN SACHS SMALL VALUE IS | 18642 | 17493 |
| HARBOR CAPITAL APPRECIATION FD | 38272 | 38916 |
| IVY MID CAP GROWTH CL I | 19505 | 19805 |
| MORGAN STANLEY INSTL SMALL COM | 18623 | 16107 |
| VANGUARD LARGE CAP CORE INDEX | 30423 | 28775 |
| FEDERATED TAX-FREE OBLIGATIONS | 2842 | 2842 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME/LOSS ADJUSTMENT | Description |
| Amount | $266 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Alma Lind Estate | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Trust Point Inc | AddressLine1 |
| Address Line2 | 230 Front Street North | AddressLine2 |
| City | La Crosse | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $25 | 25 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $28 | 28 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $118 | 118 | 0 |
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