Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
 
Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
A Employer identification number

39-1744162
B Telephone number (see instructions)

(608) 782-1148
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,557,872J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,388 12,388  
4 Dividends and interest from securities... 117,131 117,131  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,886
b Gross sales price for all assets on line 6a 1,440,549
7 Capital gain net income (from Part IV, line 2)... 82,886
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,144 6,445  
12 Total. Add lines 1 through 11........ 219,549 218,850  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,194 34,194    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,623 2,623   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
979 979   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,821 37,796 0 2,025
25 Contributions, gifts, grants paid....... 271,500 271,500
26 Total expenses and disbursements. Add lines 24 and 25 311,321 37,796 0 273,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -91,772
b Net investment income (if negative, enter -0-) 181,054
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 139,983 59,200 59,200
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 5,000,888 4,991,761 5,498,672
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,140,871 5,050,961 5,557,872
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,140,871 5,050,961
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,140,871 5,050,961
30 Total liabilities and net assets/fund balances (see instructions). 5,140,871 5,050,961
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,140,871
2
Enter amount from Part I, line 27a .....................
2
-91,772
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,862
4
Add lines 1, 2, and 3 ..........................
4
5,050,961
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,050,961
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 51. DESCARTES SYSTEMS GROUP INC   2021-12-13 2023-02-02
b 31. ENSIGN GROUP INC   2021-06-02 2023-02-02
c 207. G-III APPAREL GROUP LTD   2021-08-12 2023-02-02
d 15. MEDPACE HOLDINGS INC   2021-08-12 2023-02-02
e 45. PRA GROUP INC   2016-08-24 2023-02-02
85. PEGASYSTEMS INC   2021-06-02 2023-02-02
7422.856 PIMCO INCOME FUND I   2021-04-20 2023-02-02
48. PROS HOLDINGS   2022-03-24 2023-02-02
7. PROS HOLDINGS   2021-12-13 2023-02-02
370. SCHWAB MID CAP ETF   2020-12-21 2023-02-02
64. STIFEL FINANCIAL CORP   2021-08-12 2023-02-02
693. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2023-02-02
24. WORKIVA INC   2021-06-02 2023-02-02
156.57 ARTISAN HIGH INCOME I   2021-06-02 2023-02-03
29. GLAUKOS CORP   2022-11-29 2023-02-03
27. GLAUKOS CORP   2021-12-13 2023-02-03
15. KADANT INC   2020-12-21 2023-02-03
96. NATIONAL VISION HOLDINGS INC   2019-05-31 2023-02-03
40. VANGUARD LARGE CAP ETF   2020-11-12 2023-02-03
117. OAK STREET HEALTH   2022-04-20 2023-03-31
13. ADDUS HOMECARE CORPORATION   2022-07-18 2023-04-18
31. ADVANCED ENERGY INDUSTRIES INC   2022-02-16 2023-04-18
54. AGREE REALTY CORP   2021-08-12 2023-04-18
54. AMERICAN WOODMARK CORP   2021-08-12 2023-04-18
841.938 ARTISAN HIGH INCOME I   2023-02-02 2023-04-18
6526.289 ARTISAN HIGH INCOME I   2021-06-02 2023-04-18
139. ATLANTIC UNION BANKSHARES CO   2021-08-12 2023-04-18
89. AVANOS MEDICAL INC   2022-02-16 2023-04-18
14. BALCHEM CORP   2021-08-12 2023-04-18
19. BLACKBAUD INC   2022-04-29 2023-04-18
69. BLACKBAUD INC   2022-03-24 2023-04-18
23. CSW INDUSTRIALS INC   2021-08-12 2023-04-18
2. CTS CORP   2022-11-29 2023-04-18
85. CTS CORP   2021-08-12 2023-04-18
47. CASS INFORMATION SYSTEMS INC   2021-10-21 2023-04-18
112. CERTARA INC   2021-10-21 2023-04-18
20. CHESAPEAKE COM   2021-08-12 2023-04-18
7. COCACOLA CONSOLIDATED   2021-08-12 2023-04-18
28. COMFORT SYSTEMS USA   2021-08-12 2023-04-18
28. DIODES INC   2021-08-12 2023-04-18
1414.498 DODGE & COX STOCK FUND CLASS I   2023-02-03 2023-04-18
49. DORMAN PRODUCTS INC   2021-08-12 2023-04-18
97. EASTERLY GOVERNMENT PROPERTIES   2021-08-12 2023-04-18
49. ENERSYS INC   2021-12-13 2023-04-18
9. EXLSERVICE HOLDINGS INC   2022-08-03 2023-04-18
10. EXLSERVICE HOLDINGS INC   2021-08-12 2023-04-18
54. FRANKLIN ELECTRIC CO INC   2021-08-12 2023-04-18
2834.464 GLENMEDE SECURED OPTIONS I   2016-04-26 2023-04-18
45. ICF INTERNATIONAL INC   2021-08-12 2023-04-18
88. INTEGRA LIFESCIENCES HOLDINGS CORP   2021-08-12 2023-04-18
61. INTEGER HOLDINGS CORP   2021-12-13 2023-04-18
51. KAISER ALUMINUM CORP   2021-08-12 2023-04-18
17. LGI HOMES   2021-08-12 2023-04-18
94. LA-Z-BOY CHAIR CO   2021-08-12 2023-04-18
104. MOELIS & CO   2021-08-12 2023-04-18
84. MOVADO GROUP INC   2021-08-12 2023-04-18
53. NATIONAL INSTRUMENTS CORP   2021-06-02 2023-04-18
36. OLLIE S BARGAIN OUTLET HOLDINGS   2021-10-29 2023-04-18
40. ONTO INNOVATION INC   2021-08-12 2023-04-18
15. SPS COMMERCE INC   2020-03-31 2023-04-18
55. SELECTIVE INSURANCE GROUP INC   2021-08-12 2023-04-18
68. SOUTH STATE CORP   2021-10-29 2023-04-18
49. SUPERNUS PHARMACEUTICALS INC   2021-08-12 2023-04-18
9. UMB FINANCIAL CORP   2022-04-20 2023-04-18
18. UMB FINANCIAL CORP   2021-08-12 2023-04-18
24. AMBARELLA INC   2021-08-12 2023-04-18
159. CAMBIUM NETWORKS CORPORATION   2021-12-13 2023-04-18
17. HESKA CORP   2022-03-24 2023-05-15
31. NATIONAL INSTRUMENTS CORP   2021-06-02 2023-05-15
18. AGREE REALTY CORP   2021-08-12 2023-06-02
745.007 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2023-06-02
100. BARNES GROUP   2021-08-12 2023-06-02
83. BENCHMARK ELECTRONICS INC   2021-08-12 2023-06-02
4. COMFORT SYSTEMS USA   2021-08-12 2023-06-02
78. EASTERLY GOVERNMENT PROPERTIES   2021-08-12 2023-06-02
12. ENPRO INDS INC   2022-07-18 2023-06-02
15. ENPRO INDS INC   2022-03-18 2023-06-02
132.09 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-14 2023-06-02
1014.722 FIDELITY U.S. BOND INDEX FUND   2020-08-26 2023-06-02
18. FRESHPET INC   2016-04-27 2023-06-02
4. FRESHPET INC   2020-11-12 2023-06-02
429.272 GLENMEDE SECURED OPTIONS I   2018-12-21 2023-06-02
9. GOOSEHEAD INSURANCE INC   2021-06-02 2023-06-02
243.038 OAKMARK INTERNATIONAL R6   2020-04-20 2023-06-02
122. HEALTHCARE SERVICES GROUP INC   2015-02-03 2023-06-02
29. IDACORP INC   2021-08-12 2023-06-02
21. INTERNATIONAL MONEY EXPRESS, INC   2023-04-18 2023-06-02
26. NEOGEN CORP   2011-08-31 2023-06-02
4. OMNICELL INC   2022-10-13 2023-06-02
13. OMNICELL INC   2022-03-24 2023-06-02
11. ORTHOPEDIATRICS CORP   2022-04-29 2023-06-02
55. PRA GROUP INC   2016-08-24 2023-06-02
10. PACIRA PHARMACEUTICALS INC   2022-11-29 2023-06-02
23. PACIRA PHARMACEUTICALS INC   2022-04-20 2023-06-02
123. PENNANT GROUP INC   2021-08-12 2023-06-02
7. POWER INTEGRATIONS INC   2020-09-21 2023-06-02
196. VANGUARD LARGE CAP ETF   2015-04-10 2023-06-02
49. LA-Z-BOY CHAIR CO   2021-08-12 2023-06-29
9. AGREE REALTY CORP   2021-08-12 2023-07-12
4. COMFORT SYSTEMS USA   2021-08-12 2023-07-12
5066.195 DWS RREEF REAL ASSETS STRATEGY   2021-02-16 2023-07-12
37. EASTERLY GOVERNMENT PROPERTIES   2022-04-20 2023-07-12
123. GRID DYNAMICS HOLDINGS INC   2021-08-12 2023-07-12
6. IDACORP INC   2021-08-12 2023-07-12
696. ISHARES CORE 1-5 YEAR BOND ETF   2022-02-17 2023-07-12
73. MODEL N INC   2022-04-20 2023-07-12
42. PAYCOR HCM INC   2022-07-18 2023-07-12
18. POWER INTEGRATIONS INC   2020-09-21 2023-07-12
194. SCHWAB MID CAP ETF   2016-10-28 2023-07-12
14. STEWART INFORMATION SYSTEMS   2021-08-12 2023-07-12
89. VANGUARD LARGE CAP ETF   2015-04-10 2023-07-12
74. WILLSCOT MOBILE MINI HOLDINGS CORP   2013-04-04 2023-07-12
2905.167 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2023-07-20
15. AMEDISYS INC   2023-02-02 2023-07-20
38. AMEDISYS INC   2021-06-02 2023-07-20
4. COMFORT SYSTEMS USA   2021-08-12 2023-07-20
19. FIVE BELOW INC   2021-08-12 2023-07-20
9. GOOSEHEAD INSURANCE INC   2021-06-02 2023-07-20
8. GUIDEWIRE SOFTWARE INC   2023-04-18 2023-07-20
184.91 OAKMARK INTERNATIONAL R6   2020-04-20 2023-07-20
78. HEALTHCARE SERVICES GROUP INC   2015-08-14 2023-07-20
11. KORN/FERRY INTERNATIONAL   2021-08-12 2023-07-20
42. NATIONAL VISION HOLDINGS INC   2023-06-02 2023-07-20
23. PROGYNY INC   2021-12-13 2023-07-20
10. RB GLOBAL INC   2011-10-10 2023-07-20
14. SPS COMMERCE INC   2020-03-31 2023-07-20
8. VANGUARD LARGE CAP ETF   2015-04-10 2023-07-20
14. WORKIVA INC   2018-02-27 2023-07-20
6. MEDPACE HOLDINGS INC   2023-06-02 2023-08-01
30. MEDPACE HOLDINGS INC   2022-03-24 2023-08-01
.22 WILLSCOT MOBILE MINI HOLDINGS CORP   2013-04-04 2023-08-02
4. BALCHEM CORP   2021-08-12 2023-08-31
1. COCACOLA CONSOLIDATED   2021-08-12 2023-08-31
7. EXPONENT INC   2016-11-22 2023-08-31
37. FORWARD AIR CORP   2020-09-21 2023-08-31
465.714 GLENMEDE SECURED OPTIONS I   2018-12-21 2023-08-31
14. INTEGRA LIFESCIENCES HOLDINGS CORP   2023-06-02 2023-08-31
24. INTEGRA LIFESCIENCES HOLDINGS CORP   2021-08-12 2023-08-31
25. MONARCH CASINO & RESORT INC   2022-05-13 2023-08-31
24. NEOGEN CORP   2011-08-31 2023-08-31
5. ONTO INNOVATION INC   2021-08-12 2023-08-31
38. UNITED BANKSHARES INC   2021-08-12 2023-08-31
11. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2023-08-31
24. VANGUARD LARGE CAP ETF   2015-04-10 2023-08-31
100. CAMBIUM NETWORKS CORPORATION   2022-02-16 2023-09-08
362.435 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2023-10-17
3. CHEMED CORP   2009-01-28 2023-10-17
5. COMFORT SYSTEMS USA   2021-08-12 2023-10-17
611. DEVON ENERGY CORP   2020-12-21 2023-10-17
205. EASTERLY GOVERNMENT PROPERTIES   2022-04-20 2023-10-17
7. EXPONENT INC   2016-11-22 2023-10-17
507.689 FIDELITY U.S. BOND INDEX FUND   2020-08-26 2023-10-17
804.797 GLENMEDE SECURED OPTIONS I   2018-12-21 2023-10-17
40. HARMONY BIOSCIENCES HOLDINGS   2022-11-29 2023-10-17
687. ISHARES CORE 1-5 YEAR BOND ETF   2022-02-17 2023-10-17
9. KFORCE INC   2021-08-12 2023-10-17
49. OLLIE S BARGAIN OUTLET HOLDINGS   2022-04-20 2023-10-17
751.597 PIMCO INCOME FUND I   2019-11-14 2023-10-17
7. REPLIGEN   2023-07-20 2023-10-17
12. STEWART INFORMATION SYSTEMS   2021-08-12 2023-10-17
14. VANGUARD LARGE CAP ETF   2015-04-10 2023-10-17
344.623 ARGA EMERGING MARKETS VALUE FUND   2022-02-16 2023-10-24
133.942 AMERICAN BEACON DEVELOPING WORLD INCOME   2019-04-24 2023-10-24
508.067 DWS RREEF REAL ASSETS STRATEGY   2021-02-16 2023-10-24
60.568 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-14 2023-10-24
2269.756 FIDELITY U.S. BOND INDEX FUND   2020-08-26 2023-10-24
746.985 GLENMEDE SECURED OPTIONS I   2018-12-21 2023-10-24
146.796 OAKMARK INTERNATIONAL R6   2020-04-20 2023-10-24
6. IDACORP INC   2021-08-12 2023-10-24
22.9995 INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2023-10-24
44.0005 INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2023-10-24
36. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2023-10-24
4223.458 VANGUARD SHORT TERM TREASURY ADM   2023-02-02 2023-10-24
38. VANGUARD LARGE CAP ETF   2015-04-10 2023-10-24
267.789 GLENMEDE SECURED OPTIONS I   2022-04-20 2023-10-25
265.643 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-02-02 2023-10-25
33. VANGUARD LARGE CAP ETF   2022-02-16 2023-10-25
60. HOSTESS BRANDS INC   2023-02-02 2023-11-07
47. HOSTESS BRANDS INC   2023-10-24 2023-11-07
.2121 SMUCKER J M CO SR NT   2023-11-08 2023-11-27
.5 DEVON ENERGY CORP   2020-12-21 2023-11-29
6. CHESAPEAKE COM   2021-08-12 2023-12-11
8. COMFORT SYSTEMS USA   2021-08-12 2023-12-11
228.194 DWS RREEF REAL ASSETS STRATEGY   2021-02-16 2023-12-11
15. ENERSYS INC   2021-12-13 2023-12-11
92.115 AMERICAN FUNDS EUROPACIFIC FUND F3   2021-12-14 2023-12-11
702.297 FIDELITY LONG-TERM TREASURY BOND INDEX   2023-07-12 2023-12-11
7. FIVE BELOW INC   2021-08-12 2023-12-11
16. FRANKLIN ELECTRIC CO INC   2021-08-12 2023-12-11
325.538 OAKMARK INTERNATIONAL R6   2020-04-20 2023-12-11
93. INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2023-12-11
14. KFORCE INC   2021-08-12 2023-12-11
22. MERCANTILE BANK CORP   2021-08-12 2023-12-11
109. PERMIAN RESOURCES CORPORATION   2023-06-02 2023-12-11
151. SCHWAB MID CAP ETF   2016-10-28 2023-12-11
3. SMUCKER J M CO SR NT   2023-11-08 2023-12-11
84. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-19 2023-12-11
125. VANGUARD LARGE CAP ETF   2015-04-10 2023-12-11
16. GLOBANT SA   2017-07-13 2023-12-11
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,850   3,994 -144
b 2,894   2,131 763
c 3,556   6,249 -2,693
d 3,522   2,548 974
e 1,855   1,341 514
3,649   4,313 -664
79,796   89,578 -9,782
1,364   1,524 -160
199   230 -31
27,290   23,188 4,102
4,316   4,441 -125
109,480   102,150 7,330
2,243   2,288 -45
1,390   1,608 -218
1,514   1,342 172
1,409   1,111 298
3,198   2,096 1,102
4,103   3,026 1,077
7,533   6,582 951
4,524   2,790 1,734
1,418   1,168 250
2,778   2,753 25
3,613   3,981 -368
2,775   4,177 -1,402
7,333   7,293 40
56,844   66,439 -9,595
4,467   5,292 -825
2,647   2,883 -236
1,778   1,814 -36
1,268   1,105 163
4,604   4,607 -3
3,139   3,037 102
90   82 8
3,824   3,077 747
1,769   1,969 -200
2,713   4,412 -1,699
2,547   2,589 -42
3,744   2,883 861
3,692   2,153 1,539
2,378   2,536 -158
311,685   303,184 8,501
4,148   4,905 -757
1,350   1,840 -490
4,057   4,478 -421
1,498   1,540 -42
1,665   1,200 465
4,800   4,453 347
36,281   33,163 3,118
4,941   4,272 669
5,095   6,223 -1,128
4,853   4,602 251
3,351   6,518 -3,167
1,939   2,716 -777
2,637   3,421 -784
4,276   6,193 -1,917
2,234   2,836 -602
3,084   2,110 974
2,217   2,779 -562
3,203   2,912 291
2,244   632 1,612
5,265   4,607 658
4,619   5,126 -507
1,765   1,215 550
523   878 -355
1,045   1,694 -649
1,621   2,398 -777
2,498   5,242 -2,744
1,989   2,047 -58
1,800   1,265 535
1,166   1,327 -161
4,954   6,452 -1,498
4,149   4,984 -835
2,022   2,156 -134
618   308 310
1,096   1,599 -503
1,294   984 310
1,617   1,623 -6
7,149   8,755 -1,606
10,441   12,765 -2,324
1,102   147 955
245   512 -267
5,654   4,820 834
518   808 -290
6,387   3,897 2,490
1,671   3,862 -2,191
3,042   3,089 -47
499   533 -34
480   228 252
295   302 -7
960   1,734 -774
493   501 -8
1,136   1,639 -503
390   482 -92
898   1,264 -366
1,505   4,082 -2,577
618   365 253
38,325   18,957 19,368
1,422   1,783 -361
593   663 -70
664   308 356
56,792   56,792  
541   759 -218
1,308   2,867 -1,559
627   639 -12
32,484   34,419 -1,935
2,543   2,543  
1,051   1,050 1
1,755   937 818
14,126   8,194 5,932
586   835 -249
18,180   8,608 9,572
3,585   837 2,748
28,935   28,354 581
1,371   1,454 -83
3,473   6,297 -2,824
665   308 357
3,808   2,153 1,655
602   808 -206
626   626  
5,194   2,965 2,229
1,130   2,541 -1,411
593   811 -218
1,027   1,086 -59
923   1,085 -162
635   195 440
2,624   631 1,993
1,656   774 882
1,451   311 1,140
1,527   1,265 262
7,635   4,920 2,715
11   2 9
566   518 48
698   412 286
631   215 416
2,619   2,034 585
6,287   5,146 1,141
596   543 53
1,021   1,697 -676
1,691   1,770 -79
554   210 344
693   364 329
1,141   1,372 -231
1,801   1,621 180
4,965   2,321 2,644
811   2,419 -1,608
2,392   3,139 -747
1,567   123 1,444
821   384 437
30,426   9,720 20,706
2,318   4,207 -1,889
629   215 414
4,925   6,387 -1,462
10,816   8,893 1,923
933   2,313 -1,380
31,603   33,973 -2,370
542   554 -12
3,551   3,086 465
7,539   6,445 1,094
1,019   1,110 -91
514   715 -201
2,791   1,354 1,437
3,171   3,364 -193
883   1,147 -264
5,264   5,695 -431
3,042   4,014 -972
22,039   28,554 -6,515
9,868   8,254 1,614
3,467   2,354 1,113
569   639 -70
1,339   1,462 -123
2,561   2,796 -235
5,527   5,306 221
40,925   42,319 -1,394
7,371   3,675 3,696
3,500   3,638 -138
4,500   5,034 -534
6,314   6,819 -505
2,000   1,363 637
1,566   1,565 1
23   24 -1
23   8 15
605   777 -172
1,562   615 947
2,528   2,633 -105
1,391   1,150 241
5,005   6,196 -1,191
6,791   7,199 -408
1,379   1,560 -181
1,478   1,320 158
8,575   5,220 3,355
5,762   5,953 -191
978   861 117
841   728 113
1,409   1,072 337
10,774   6,378 4,396
363   332 31
14,013   12,382 1,631
26,517   12,090 14,427
3,657   672 2,985
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
      5,526
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -144
b       763
c       -2,693
d       974
e       514
      -664
      -9,782
      -160
      -31
      4,102
      -125
      7,330
      -45
      -218
      172
      298
      1,102
      1,077
      951
      1,734
      250
      25
      -368
      -1,402
      40
      -9,595
      -825
      -236
      -36
      163
      -3
      102
      8
      747
      -200
      -1,699
      -42
      861
      1,539
      -158
      8,501
      -757
      -490
      -421
      -42
      465
      347
      3,118
      669
      -1,128
      251
      -3,167
      -777
      -784
      -1,917
      -602
      974
      -562
      291
      1,612
      658
      -507
      550
      -355
      -649
      -777
      -2,744
      -58
      535
      -161
      -1,498
      -835
      -134
      310
      -503
      310
      -6
      -1,606
      -2,324
      955
      -267
      834
      -290
      2,490
      -2,191
      -47
      -34
      252
      -7
      -774
      -8
      -503
      -92
      -366
      -2,577
      253
      19,368
      -361
      -70
      356
       
      -218
      -1,559
      -12
      -1,935
       
      1
      818
      5,932
      -249
      9,572
      2,748
      581
      -83
      -2,824
      357
      1,655
      -206
       
      2,229
      -1,411
      -218
      -59
      -162
      440
      1,993
      882
      1,140
      262
      2,715
      9
      48
      286
      416
      585
      1,141
      53
      -676
      -79
      344
      329
      -231
      180
      2,644
      -1,608
      -747
      1,444
      437
      20,706
      -1,889
      414
      -1,462
      1,923
      -1,380
      -2,370
      -12
      465
      1,094
      -91
      -201
      1,437
      -193
      -264
      -431
      -972
      -6,515
      1,614
      1,113
      -70
      -123
      -235
      221
      -1,394
      3,696
      -138
      -534
      -505
      637
      1
      -1
      15
      -172
      947
      -105
      241
      -1,191
      -408
      -181
      158
      3,355
      -191
      117
      113
      337
      4,396
      31
      1,631
      14,427
      2,985
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 82,886
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,517
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,517
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,517
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,012
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,012
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,505
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowTrust Point Inc Telephone no.right arrow (608) 782-1148

Located atright arrow230 FRONT STREET NORTHLA CROSSEWI ZIP+4right arrow54601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Trust Point Inc Trustee
1 		34,194    
230 Front Street North
La Crosse,WI54601
Yan Arsenault Director
1 		0    
230 Front Street North
La Crosse,WI54601
Darwin Isaacson Director
1 		0    
230 Front Street North
La Crosse,WI54601
Mark Chamberlain Director
1 		0    
230 Front Street North
La Crosse,WI54601
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,439,783
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,439,783
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,439,783
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
81,597
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,358,186
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
267,909
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
267,909
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,517
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,517
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
265,392
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
265,392
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
265,392
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
273,525
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
273,525
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 265,392
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 270,575
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 273,525
a Applied to 2022, but not more than line 2a 270,575
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,950
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		262,442
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Darwin Isaacson
230 Front Street North
La Crosse,WI54601
(608) 782-1148
bThe form in which applications should be submitted and information and materials they should include:
Letter outlining organization's needs and exemption qualifications including brief resume of the organization's past qualifying activities.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
La Crosse County, WI as preferred area of participation
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Big Brothers Big Sisters

1707 MAIN STREET 438
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

LA CROSSE AREA FAMILY YMCA

1140 MAIN STREET
LA CROSSE,WI54601 		NONE PUBLIC ANNUAL CAMPAIGN 5,000

LA CROSSE VALLEY VIEW ROTARY CLUB

PO BOX 545
LA CROSSE,WI54602 		NONE PUBLIC MOON TUNES 7,000

LA CROSSE COUNTY HISTORICAL SOCIETY

PO BOX 1272
LA CROSSE,WI54602 		NONE PUBLIC EDUCATION 2,000

SALVATION ARMY

PO BOX 156
LA CROSSE,WI54602 		NONE PUBLIC HUMANITARIAN 7,500

BLUE STARS D&BC

PO BOX 2523
La Crosse,WI54602 		NONE PUBLIC EDUCATIONAL 2,500

BOYS & GIRLS CLUB OF LA CROSSE

1331 CLINTON ST
LA CROSSE,WI54603 		NONE PUBLIC BUILDING GREAT FUTURES 3,000

Catholic Relief Services

PO BOX 5200
Harlan,IA51593 		NONE PUBLIC HUMANITARIAN 10,000

WTC FOUNDATION

400 SEVENTH STREET NORTH
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 15,000

Coulee Region Humane Society

911 CRITTER COURT
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 15,000

Salvation Army

223 N 8TH ST
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 3,000

Hopes Door

123 MASON ST
Onalaska,WI54650 		NONE PUBLIC HUMANITARIAN 3,000

YMCA
Attn Nikki West
1140 MAIN STREET
La Crosse,WI54601 		NONE PUBLIC EDUCATION 13,000

FIRST PRESBYTERIAN CHURCH

233 WEST AVENUE SOUTH
LA CROSSE,WI54601 		NONE PUBLIC MINISTRY 15,000

FAMILY & CHILDREN'S CENTER

1707 MAIN STREET
LA CROSSE,WI54601 		NONE PUBLIC CHILD WELFARE 5,000

JUNIOR ACHIEVEMENT
C/O ALTRA FEDERAL CREDIT UNION
2715 LOSEY BLVD
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 9,000

GREAT RIVERS UNITED WAY

1855 EAST MAIN STREET
ONALASKA,WI54650 		NONE PUBLIC HUMANITARIAN 15,000

VITERBO UNIVERSITY

900 VITERBO DRIVE
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 26,000

LA CROSSE SYMPHONY ORCHESTRA

201 MAIN STREET SUITE 230
LA CROSSE,WI54601 		NONE PUBLIC ARTS 2,000

LA CROSSE COMMUNITY THEATRE

428 FRONT STREET SOUTH
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 20,000

COULEE RECOVERY CENTER

933 FERRY STREET
LA CROSSE,WI54601 		NONE PUBLIC EDUCATION 4,000

UW-LA CROSSE FOUNDATION INC

PO BOX 1148
LA CROSSE,WI54601 		NONE PUBLIC FALL ACCOUNTING 13,500

Mobile Meals of La Crosse Inc

PO BOX 1643
La Crosse,WI54602 		NONE PUBLIC SERVE SENIORS, DISABLED OR 1,000

La Crosse County Historical Society

145 WEST AVE S
La Crosse,WI54601 		NONE PUBLIC EDUCATION 1,000

United Fund for the Arts and Humanities
Inc
119 KING ST
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 7,500

HABITAT FOR HUMANITY
LA CROSSE AREA
3181 BERLIN DRIVE
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

Children's Museum Of La Crosse Inc

207 5TH AVE S
La Crosse,WI54601 		NONE PUBLIC EDUCATION 3,000

CATHOLIC CHARITIES

3710 EAST AVENUE SOUTH
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 15,500

Samaritan's Purse

PO BOX 3000
Boone,NC28607 		NONE PUBLIC HUMANITARIAN 10,000

GOOD FIGHT COMMUNITY CENTER

118 6TH SREET NORTH
LA CROSSE,WI54601 		NONE PUBLIC HUMANITARIAN 5,000

Adult & Teen Challenge

PO BOX 126
La Crosse,WI54602 		NONE PUBLIC HUMANITARIAN 3,000

St Clare Health Mission

916 FERRY ST
La Crosse,WI54601 		NONE PUBLIC MEDICAL 5,000

Friends of Snowflake Ski Jumping

PO BOX 2
Westby,WI54667 		NONE PUBLIC HUMANITARIAN 3,000

Native Hawaiian Advancement

91-1270 KINOIKI STREET BUILDING 1
Kapolei,HI96707 		NONE PUBLIC HUMANITARIAN 10,000

ROTARY WORKS FOUNDATION

PO BOX 1571
LA CROSSE,WI54602 		NONE PUBLIC HUMANITARIAN 2,000
Total .................................right arrow 3a 271,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 12,388  
4 Dividends and interest from securities ....     14 117,131  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 82,886  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAGREE REALTY CORP 		    14 10  
bAMERICAN BEACON DE     14 353  
cEASTERLY GOVERNMEN     14 149  
dMOELIS & CO     14 187  
e
12 Subtotal. Add columns (b), (d), and (e) ..   219,549  
13Total. Add line 12, columns (b), (d), and (e)..................
13
219,549
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

TY 2023 OtherExpensesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 25 0   25


TY 2023 OtherIncomeSchedule2
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 6,445 6,445  
AGREE REALTY CORP 10 0  
AMERICAN BEACON DEVELOPING WORLD INCOME 353 0  
EASTERLY GOVERNMENT PROPERTIES 149 0  
MOELIS & CO 187 0  


TY 2023 OtherIncreasesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Description Amount
ACCRUAL ADJUSTMENT 1,163
NON DIVIDEND DISTRIBUTIONS 699


TY 2023 OtherProfessionalFeesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 2,623 2,623    


TY 2023 TaxesSchedule
Name:
SMITH RUSSELL & VERA PRIVATE FDN 1035004172
EIN:
39-1744162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 68 68   0
FOREIGN TAXES ON QUALIFIED FOR 911 911   0