2026-05-04T12:01:09-04:00 2025-12-31 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2025-01-01 396702283 LIND ALMA & HENRY FOUNDATION XXXXXX1414 LIND 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 JOLENE TEEPLES Trustee 6087821148 2026-05-04 true TRUST POINT INC 6087821148 2026-05-04 2025 2025-03-06 01:10:19Z X 470656 X 16008 16008 18085 114405 18085 0 34093 34093 0 0 0 0 0 0 2000 0 0 2000 5333 5333 0 0 517 517 0 0 0 0 0 0 0 7850 5850 0 2000 20000 20000 27850 5850 0 22000 6243 28243 0 8189 11808 11808 0 0 0 0 385736 388173 458848 393925 399981 470656 0 X 393925 399981 393925 399981 393925 399981 393925 6243 0 400168 187 399981 475. ISHARES CORE 1-5 YEAR BOND ETF 2022-08-18 2025-03-05 22862 22834 28 28 1532.129 VANGUARD SHORT TERM TREASURY ADM 2023-02-17 2025-03-05 15122 15168 -46 -46 23. ISHARES CORE 1-5 YEAR BOND ETF 2022-08-18 2025-04-21 1108 1093 15 15 88.974 CONESTOGA SMALL CAP INST 2024-02-07 2025-04-22 6024 6089 -65 -65 89.132 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-03-05 2025-04-22 811 815 -4 -4 172.547 PIMCO INCOME FUND I 2017-06-15 2025-04-22 1817 2063 -246 -246 56.551 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2018-11-01 2025-04-22 1030 1141 -111 -111 67.687 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-22 8288 2769 5519 5519 30.723 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-22 9383 4281 5102 5102 223.779 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-02-07 2025-04-22 5682 6341 -659 -659 788.5 FIDELITY U.S. BOND INDEX FUND 2019-01-31 2025-08-29 8256 8951 -695 -695 463.304 FIDELITY U.S. BOND INDEX FUND 2018-08-07 2025-09-17 4911 5198 -287 -287 983.357 GLENMEDE SECURED OPTIONS I 2022-07-28 2025-09-17 14308 11693 2615 2615 115.138 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-12-05 1690 1124 566 566 35.956 OAKMARK INTERNATIONAL R6 2021-12-21 2025-12-05 1163 979 184 184 12. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-28 2025-12-05 2663 1829 834 834 21.562 VANGUARD LARGE CAP INDEX ADM 2024-10-25 2025-12-05 3450 2894 556 556 26. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-12-05 1546 1058 488 488 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 CAPITAL GAIN DIVIDENDS P 4291 18085 393 0 393 0 393 224 0 0 224 0 169 0 0 false false false false false false false true true WI true false false false false true Alma and Henry Lind Foundation C/O Trust Point Inc 6087821148 230 FRONT STREET N LA CROSSE WI 54601 false false false false false false false false false false false false false false false false false false false false false Paul Helstad W12300 County Road P Black River Falls WI 54615 Trustee 1 0 Debra Johnson W10251 Mills Road Black River Falls WI 54615 Trustee 1 0 Jolene Teeples N8470 County Road E Black River Falls WI 54615 Trustee 1 0 NONE 0 NONE 0 NONE NONE 462661 0 0 462661 0 0 462661 6940 455721 22786 22786 393 393 22393 0 22393 0 22393 22000 0 0 0 0 22000 22393 18066 0 0 0 0 0 0 0 22000 18066 0 0 3934 0 0 0 0 0 0 0 0 18459 0 0 0 0 0 0 0 0 Jolene Teeples N8470 County Road E Black River Falls WI 54615 7152999540 No prescribed form None Generally limited to Black River Falls, WI area ST JOHN LUTHERAN CHURCH 351 W JEFFERSON STREET BLACK RIVER FALLS WI 54615 NONE PC RELIGIOUS 20000 20000 14 16008 18 18085 34093 34093 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2000 2000 ACCRUED INCOME/LOSS ADJUSTMENT 187 CUSTODIAN & MANAGEMENT FEES (A 5333 5333 FEDERAL TAX PAYMENT - PRIOR YE 66 66 0 FEDERAL ESTIMATES - PRINCIPAL 224 224 0 FOREIGN TAXES ON QUALIFIED FOR 217 217 0 FOREIGN TAXES ON NONQUALIFIED 10 10 0