2026-08-03T12:01:33-05:00 2025-12-31 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2025-01-01 391830917 BACH EVELYN M & AMIL C FDN AGENCY EVEL 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 TOM BACH Vice President 6087821148 2026-07-09 true TRUST POINT INC 6087821148 2026-07-09 2025 2025-03-06 01:10:19Z X 946048 X 30953 30953 27867 203166 27867 0 58820 58820 0 0 0 0 0 0 1250 0 0 1250 9820 9820 0 0 993 993 0 0 0 0 0 0 0 25 25 12088 10813 0 1275 1999 1999 14087 10813 0 3274 44733 48007 0 -34917 9706 9706 0 0 0 0 788759 796701 936342 753842 806407 946048 0 X 753842 806407 753842 806407 753842 806407 753842 44733 7832 806407 0 806407 941. ISHARES CORE 1-5 YEAR BOND ETF 2022-08-05 2025-02-18 45058 45119 -61 -61 2995.59 VANGUARD SHORT TERM TREASURY ADM 2023-02-02 2025-02-19 29387 30016 -629 -629 8.077 AMERICAN BEACON DEVELOPING WORLD INCOME 2019-04-22 2025-04-21 56 70 -14 -14 149.888 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-21 9953 10662 -709 -709 255.154 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-21 2314 2307 7 7 56. ISHARES CORE 1-5 YEAR BOND ETF 2022-08-05 2025-04-21 2698 2660 38 38 556.161 PIMCO INCOME FUND I 2017-06-15 2025-04-21 5845 6649 -804 -804 55.924 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2018-11-01 2025-04-21 1016 1129 -113 -113 138.218 VANGUARD LARGE CAP INDEX ADM 2011-04-01 2025-04-21 16506 5778 10728 10728 63.319 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-21 18829 8824 10005 10005 406.539 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-21 10098 11883 -1785 -1785 1555.445 FIDELITY U.S. BOND INDEX FUND 2017-06-15 2025-08-28 16317 17824 -1507 -1507 1917.079 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 27855 22976 4879 4879 823.056 FIDELITY U.S. BOND INDEX FUND 2019-01-31 2025-09-15 8741 9402 -661 -661 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 CAPITAL GAIN DIVIDENDS P 8493 27867 667 0 667 0 667 440 0 227 667 0 0 0 false false false false false false false true true WI true false false false false true Trust Point Inc 6087821148 230 FRONT STREET NORTH 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 John P Stuber 115 5th Avenue Suite 505 La Crosse WI 54601 Director 1 0 Tom Bach 32010 West 231st Spring Hills KS 66083 Director 1 0 Julie Westover 18965 Excalibur Trail Farmington MN 55024 Treasurer 1 0 NONE 0 NONE 0 NONE NONE 895600 0 0 895600 0 0 895600 13434 882166 44108 44108 667 667 43441 0 43441 0 43441 3274 0 0 0 0 3274 43441 347 0 0 0 0 0 0 0 3274 347 0 0 2927 0 0 0 0 0 0 0 0 40514 0 0 0 0 0 0 0 0 NONE Trust Point Inc 230 Front Street North La Crosse WI 54601 6087821148 No prescribed form None Generally limited to La Crosse, WI area charities CHILDREN'S MIRACLE NETWORK C/O GUNDERSEN HEALTH SYSTEM 1900 SOUTH AVE LA CROSSE WI 54601 NONE PC HEALTH 288 RESEARCH TO PREVENT BLINDNESS 360 LEXINGTON AVE 22ND FLOOR NEW YORK NY 10017 NONE PC MEDICAL RESEARCH 150 SALVATION ARMY 223 N 8TH STREET LA CROSSE WI 54601 NONE PC PUBLIC ASSISTANCE 267 MAKE A WISH FOUNDATION 11020 WEST PLANK CT STE 200 Wauwatosa WI 53226 NONE PC PUBLIC ASSISTANCE 267 CHILDREN'S MUSEUM 207 FIFTH AVENUE SOUTH LA CROSSE WI 54601 NONE PC EDUCATION 411 BOYS & GIRLS CLUB OF LA CROSSE ATTN JESSE NEUKIRCH PO BOX 91 LA CROSSE WI 54602 NONE PC EDUCATION 452 ST CLARE HEALTH MISSION INC 916 FERRY STREET LA CROSSE WI 54601 NONE PC MEDICAL 164 1999 14 30953 18 27867 58820 58820 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1250 1250 OTHER NON-ALLOCABLE EXPENSE - 25 0 25 ACCRUED INCOME/LOSS ADJUSTMENT 1263 TRADE DATE VS SETTLEMENT DATE ADJUSTMENT 6569 CUSTODIAN & MANAGEMENT FEES (A 9820 9820 FEDERAL TAX PAYMENT - PRIOR YE 100 100 0 FEDERAL ESTIMATES - PRINCIPAL 440 440 0 FOREIGN TAXES ON QUALIFIED FOR 434 434 0 FOREIGN TAXES ON NONQUALIFIED 19 19 0