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Nonprofit · EIN 39-6702283

THE ALMA & HENRY LIND FOUNDATION

Also known as PETERS JAMES TTEE

Tax-exempt · LA CROSSE, WI 54601

Financials

$16K$28K2023$21K$29K2024$34K$28K2025
Revenue Expenses · by fiscal year end
Financials of THE ALMA & HENRY LIND FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$34,093$27,850$6,243$399,981$0$399,981
December 31, 2024990-PF$21,438$28,821-$7,383$393,925$0$393,925
December 31, 2023990-PF$16,222$27,773-$11,551$401,425$0$401,425
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$16,008
Net gain from sales of assets
$18,085

Expenses

Grants and similar amounts paid
$20,000
Disbursements for charitable purposes
$22,000
Excise tax on investment income
$393

Balance sheet and other

Total assets, start of year
$393,925
Total assets, end of year
$399,981
Total liabilities, end of year
$0
Net assets, end of year
$399,981
Fair market value of assets
$470,656
Qualifying distributions
$22,000
Net investment income
$34,093

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Paul Helstad
W12300 County Road P, Black River Falls, WI 54615
Trustee1$0
Debra Johnson
W10251 Mills Road, Black River Falls, WI 54615
Trustee1$0
Jolene Teeples
N8470 County Road E, Black River Falls, WI 54615
Trustee1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Paul Helstad
W12300 County Road P, Black River Falls, WI 54615
Trustee1$0
Don Roach
I 26047 Broadway Ave, Warrens, WI 54666
Trustee1$0
Jolene Teeples
N8470 County Road E, Black River Falls, WI 54615
Trustee1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Trust Point Inc
230 Front Street North, La Crosse, WI 54601
Investment Advisor1$5,044
Dale Klevgard
N8280 Sand Prairie Road, Hixton, WI 54635
Trustee1$0
Todd Stittleburg
N6243 Noble Ct, Black River Falls, WI 54615
Trustee1$0
Jolene Teeples
405 Van Buren Street, Black River Falls, WI 54615
Trustee1$0

Address and contacts

Address (IRS master file)
230 FRONT ST N, LA CROSSE, WI 54601-3219
In care of
% TRUST POINT INC
Signed the 990-PF
JOLENE TEEPLES, Trustee
Phone
(608) 782-1148
Return prepared by
TRUST POINT INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6702283
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$399,981
Income (IRS master file)
$130,413

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$34,093$27,850$399,981IRS
990-PFDecember 2024$21,438$28,821$393,925IRS
990-PFDecember 2023$16,222$27,773$401,425XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6702283).

Questions about THE ALMA & HENRY LIND FOUNDATION

What is the EIN of THE ALMA & HENRY LIND FOUNDATION?
The employer identification number (EIN) of THE ALMA & HENRY LIND FOUNDATION is 39-6702283.
Is THE ALMA & HENRY LIND FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to THE ALMA & HENRY LIND FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ALMA & HENRY LIND FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ALMA & HENRY LIND FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ALMA & HENRY LIND FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE ALMA & HENRY LIND FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE ALMA & HENRY LIND FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,093, expenses of $27,850 and total assets of $399,981 at year end.

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