2026-04-21T09:01:06-05:00 2025-12-31 390415000 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2025-01-01 996595168 RAMONA L ENGLISH FOUNDATION XXXXXX4803 RAMO 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 TRUST POINT INC TRUSTEE 6087821148 2026-04-21 true CASSIE FELLER 6087821148 2026-04-21 2025 2025-03-06 01:10:19Z X 12045061 1268 X 398432 398432 10600 2999836 10600 0 410300 409032 48272 48272 0 0 0 0 0 0 3500 0 0 3500 0 0 14957 14957 0 0 0 0 0 0 0 66729 63229 0 3500 494910 494910 561639 63229 0 498410 -151339 345803 0 1275143 168121 168121 0 0 0 0 10004564 10958812 11876940 11279707 11126933 12045061 0 X 11279707 11126933 11279707 11126933 11279707 11126933 11279707 -151339 0 11128368 1435 11126933 444.243 AMERICAN FUNDS EUPAC FUND CL F3 2024-10-08 2025-02-07 25220 26517 -1297 -1297 1001.601 OAKMARK INTERNATIONAL R6 2024-10-08 2025-02-07 26282 27264 -982 -982 126. VANGUARD DIVIDEND APPRECIATION ETF 2024-12-10 2025-02-07 25453 25388 65 65 315.024 VANGUARD LARGE CAP INDEX ADM 2024-12-10 2025-02-07 44116 44166 -50 -50 77.704 VANGUARD MID CAP INDEX ADMIRAL 2024-10-29 2025-02-07 26593 25600 993 993 12825. ISHARES CORE 1-5 YEAR BOND ETF 2024-12-10 2025-02-18 614095 619356 -5261 -5261 39928.518 VANGUARD SHORT TERM TREASURY ADM 2025-01-02 2025-02-19 391699 393781 -2082 -2082 797.104 AMERICAN BEACON DEVELOPING WORLD INCOME 2024-12-10 2025-04-21 5500 5707 -207 -207 2126.626 CONESTOGA SMALL CAP INST 2024-10-08 2025-04-21 141208 162841 -21633 -21633 3197.397 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-21 29000 28904 96 96 705. ISHARES CORE 1-5 YEAR BOND ETF 2024-12-10 2025-04-21 33962 33886 76 76 6910.847 PIMCO INCOME FUND I 2024-09-17 2025-04-21 72633 74775 -2142 -2142 1035.134 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2024-09-17 2025-04-21 18808 19668 -860 -860 1260.703 VANGUARD LARGE CAP INDEX ADM 2024-12-10 2025-04-21 150553 175551 -24998 -24998 770.364 VANGUARD MID CAP INDEX ADMIRAL 2025-01-02 2025-04-21 229083 253488 -24405 -24405 5025.345 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-10-08 2025-04-21 124830 156368 -31538 -31538 1613.452 ARGA EMERGING MARKETS VALUE FUND 2024-06-24 2025-07-17 20330 16619 3711 3711 1151.33 OAKMARK INTERNATIONAL R6 2024-06-24 2025-07-17 35012 30107 4905 4905 547.585 VANGUARD LARGE CAP INDEX ADM 2024-06-24 2025-07-17 80112 69078 11034 11034 1106. WISDOMTREE US QUALITY GROWTH ETF 2025-01-02 2025-07-17 58971 55177 3794 3794 109. WISDOMTREE US QUALITY GROWTH ETF 2024-06-24 2025-07-17 5812 4838 974 974 24096.249 FIDELITY U.S. BOND INDEX FUND 2024-08-27 2025-08-28 252770 254930 -2160 -2160 6684.632 GLENMEDE SECURED OPTIONS I 2024-12-10 2025-09-11 97128 103990 -6862 -6862 18588.208 GLENMEDE SECURED OPTIONS I 2024-08-27 2025-09-11 270087 271252 -1165 -1165 10494.749 FIDELITY U.S. BOND INDEX FUND 2024-08-06 2025-09-15 111454 109985 1469 1469 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 CAPITAL GAIN DIVIDENDS P 109125 10600 4807 0 4807 0 4807 4572 0 0 4572 0 235 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 TRUST POINT INC 230 FRONT STREET NORTH LA CROSSE WI 54601 TRUSTEE 1 48272 NONE 0 NONE 0 NONE NONE 11495240 0 0 11495240 0 0 11495240 172429 11322811 566141 566141 4807 4807 561334 0 561334 0 561334 498410 0 0 0 0 498410 561334 269901 0 0 0 0 0 0 0 498410 269901 0 0 228509 0 0 0 0 0 0 0 0 332825 0 0 0 0 0 0 0 0 Trust Point Inc 230 Front Street North La Crosse WI 54601 6087821148 No prescribed form None Generally limited to charitable, religious, scientific, literary and educational purposes ARCADIA EDUCATIONAL FOUNDATION INC N28402 STATE ROAD 93 ARCADIA WI 54612 NONE PC EDUCATION 164970 CITY OF ARCADIA TREASURER 945 SOUTH DETTLOFF DRIVE ARCADIA WI 54612 NONE GOV HUMANITARIAN 164970 SCHOOL DISTRICT OF ARCADIA 730 RAIDER DRIVE SUITE 3150 ARCADIA WI 54612 NONE NC EDUCATION 164970 494910 14 398432 18 10600 409032 409032 false false false false false false false false false false X X 1 Ramona English Estate 230 FRONT STREET NORTH LA CROSSE WI 54601 1268 X TAX PREPARATION FEE (NON-ALLOC 3500 3500 ACCUMULATED INTEREST/LOSS 1435 FEDERAL TAX PAYMENT - PRIOR YE 4570 4570 0 FEDERAL ESTIMATES - PRINCIPAL 4572 4572 0 FOREIGN TAXES ON QUALIFIED FOR 5571 5571 0 FOREIGN TAXES ON NONQUALIFIED 244 244 0