2024-05-07T08:01:12-05:00 2023-12-31 390415000 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2023-01-01 363779525 ANTIOCH FOUNDATION 1015002041 ANTI 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 TRUST POINT INC TRUSTEE 6087821148 2024-05-07 true false 6087821148 2024-05-07 2023 2023-04-26 12:10:37Z X 14682572 790210 64377 64377 343148 343148 93370 2279377 93370 0 66723 1357828 500895 129244 129244 0 0 0 0 0 0 2000 0 0 2000 0 0 31259 31259 0 0 0 0 0 0 0 5959 5959 168462 160503 0 7959 821000 821000 989462 160503 0 828959 368366 340392 0 1125 3525 3525 57067 174930 174930 0 0 0 0 13085119 13408283 14504117 13143311 13586738 14682572 0 X 13143311 13586738 13143311 13586738 13143311 13586738 13143311 368366 75061 13586738 0 13586738 685. VANGUARD LARGE CAP ETF 2016-05-06 2023-02-16 129193 64157 65036 65036 2881.775 AMERICAN BEACON DEVELOPING WORLD INCOME 2019-08-06 2023-02-28 19596 24836 -5240 -5240 16519.913 PIMCO INCOME FUND I 2021-07-27 2023-02-28 171642 200030 -28388 -28388 565. VANGUARD LARGE CAP ETF 2016-05-06 2023-02-28 102929 52918 50011 50011 1893. ISHARES MSCI INTL VALUE FACTOR ETF 2022-02-14 2023-03-22 45768 50421 -4653 -4653 326. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-22 2023-03-22 49385 48319 1066 1066 16960.058 ARTISAN HIGH INCOME I 2021-03-01 2023-04-14 147722 172653 -24931 -24931 11994. SCHWAB LARGE CAP VALUE ETF 2022-02-11 2023-04-14 792598 849206 -56608 -56608 1910. VANGUARD SMALL CAP VALUE ETF 2020-09-22 2023-04-14 299159 202467 96692 96692 5453. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-28 2023-07-20 254565 263857 -9292 -9292 3052. SPDR MULTI-ASSET REAL RETURN ETF 2022-02-11 2023-07-20 83895 87423 -3528 -3528 50000. MINNESOTA MINING & MANUFACTURING 6.375% 2022-08-24 2023-08-28 51668 54702 -3034 -3034 541. SCHWAB MID CAP ETF 2016-11-16 2023-12-12 38693 23820 14873 14873 248. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-22 2023-12-12 41559 36758 4801 4801 227. VANGUARD FTSE ALL-WORLD EX-US INDEX ETF 2022-02-14 2023-12-12 12402 13503 -1101 -1101 168. VANGUARD SMALL CAP GROWTH ETF 2022-02-11 2023-12-12 38223 40937 -2714 -2714 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 93370 4731 0 4731 0 4731 15184 0 0 15184 0 10453 0 10453 false false false false false false false true true WI true false true 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 59244 Vicky L Kunz N9416 Taube Road Holmen WI 54636 Trustee 1 2500 Jill A Swanson Zietlow 1301 7th Street SW Rochester MN 55902 Trustee 1 0 Daniel L Kunz N9416 Taube Road Holmen WI 54636 Trustee 1 65000 Scott P Zietlow 1301 7th Street SW Rochester MN 55902 Trustee 1 0 Matthew Zietlow 1301 7th Street SW Rochester MN 55902 Trustee 1 2500 Rachel Donovan 4725 Venturi Lane Fort Collins CO 80525 Trustee 1 0 NONE 0 NONE 0 13889907 0 0 13889907 0 0 13889907 208349 13681558 684078 684078 4731 4731 679347 0 679347 0 679347 828959 0 0 0 0 828959 679347 0 0 1349031 2133916 567465 520013 622114 5192539 828959 0 0 0 679347 149612 0 0 5342151 0 0 0 0 0 0 1349031 3993120 2133916 567465 520013 622114 149612 DONALD AND LAVONNE ZIETLOW SCOTT A Brenda Stuhr 230 Front Street North La Crosse WI 54601 6087821148 www.antiochfoundation.org 9/15-10/15 Supports faith, education, medicine, and humanitarian need 3 Hopeful Hearts 712 A WHALERS WAY UNIT A201 Fort Collins CO 80525 NONE PUBLIC OPERATING EXPENSES 20000 Mississippi Valley Archaeology Center University of Wisconsin - La Crosse 1725 STATE ST La Crosse WI 54601 NONE PUBLIC ENDOWMENT FUND 5000 FOX VALLEY LUTHERAN HIGH SCHOOL 5300 NORTH MEADE ST APPLETON WI 54913 NONE PUBLIC PRELIMINARY WORK TO 20000 VICTORY OF THE LAMB LUTHERAN CHURCH 11120 W LOOMIS ROAD FRANKLIN WI 53132 NONE PUBLIC ASSIST WITH CALLING A 25000 FIRST EVANGELICAL LUTHERAN CHURCH LA CROSSE 400 WEST AVE LA CROSSE WI 54601 NONE PUBLIC MINISTRY 5500 BOYS AND GIRLS CLUB OF ROCHESTER 1026 EAST CENTER STREET ROCHESTER MN 55904 NONE PUBLIC YOUTH SERVICES 10000 ESPERANCA 1911 WEST EARLL DR PHOENIX AZ 85015 NON PUBLIC HUMANITARIAN 15000 CHRISTIAN LIFE MINISTRIES 2756 LAKE SHORE AVE LITTLE CANADA MN 55117 NONE PUBLIC BUILDING PROJECT 10000 Footnotes Trauma Foundation 808 NORTH SECOND ST Makato MN 56001 NONE PUBLIC HUMANITARIAN 10000 UCHealth N Colorado Foundation 2315 EAST HARMONY RD 200 Fort Collins CO 80528 NONE PUBLIC MEDICAL 5000 St Paul Lutheran Church 1530 S MAIN ST Lake Mills WI 53551 NONE PUBLIC MEDICAL 10000 INSTITUTIONAL MINISTRIES 1833 EXECUTIVE DR SUITE 101B OCONOMOWOC WI 53066 NONE PUBLIC MINISTRY 45000 GLOBAL SMILE FOUNDATION 106 ACCESS ROAD SUITE 205 NORWOOD MA 02062 NONE PUBLIC MEDICAL 15000 ARIZONA LUTHERAN ACADEMY 6036 SOUTH 27TH AVE PHOENIX AZ 85041 NONE PUBLIC EDUCATION 15000 HABITAT FOR HUMANITY OF WAUKESHA COUNTY 2020 SPRINGDALE ROAD WAUKESHA WI 53186 NONE PUBLIC HUMANITARIAN 15000 MARSHFIELD CLINIC RESEARCH INSTITUTE 1000 N OAK DRIVE MARSHFIELD WI 54449 NONE PUBLIC MEDICAL 10000 WLCFS-CHRISTIAN FAMILY SOLUTIONS W175 N11120 STONEWOOD DRIVE GERMANTOWN WI 53022 NONE PUBLIC MEDICAL 20000 Epilepsy Foundation of Minnesota 1600 UNIVERSITY AVE W SUITE 300 St Paul MN 55104 NONE PUBLIC EDUCATION 6000 MESSIAH LUTHERAN CHURCH AND SCHOOL 534 W IOWA AVE NAMPA ID 83686 NONE PUBLIC HUMANITARIAN 25000 LOAVES & FISHES 721 KASOTA AVE SE MINNEAPOLIS MN 55414 NONE PUBLIC HUMANITARIAN 10000 Saukville Community Food Pantry 166 WEST DEKORA ST Saukville WI 53080 NONE PUBLIC HUMANITARIAN 10000 Friends Network PO BOX 18038 St Paul MN 55118 NONE PUBLIC EDUCATION 16000 Amazing Grace Virtual Academy 1413 VIEBAHN STREET Manitowoc WI 54220 NONE PUBLIC EDUCATION 30000 St Paul's Lutheran Church S66W14325 JANESVILLE ROAD Muskego WI 53150 NONE PUBLIC MINISTRY 45000 Morning Star Church and School N171W20131 HIGHLAND RD Jackson WI 53037 NONE PUBLIC EDUCATION 15000 Chileda Institute Inc 1825 VICTORY ST La Crosse WI 54601 NONE PUBLIC HUMANITARIAN 40000 Risen Savior Academy 14605 59TH AVE E Lakewood Ranch FL 34211 NONE PUBLIC EDUCATION 25000 St Paul 's Evangelical Lutheran Church and School 441 MILLERSVILLE AVE Howards Grove WI 53083 NONE PUBLIC EDUCATION 25000 St John's Lutheran Church 627 S WASHINGTON ST New Ulm WI 56073 NONE PUBLIC HUMANITARIAN 5000 Good Friends Inc PO BOX 219 Wales WI 53183 NONE PUBLIC HUMANITARIAN 5000 WELS Conference or Staff Ministers 4610 HOGAN DR Fort Collins CO 80525 NONE PUBLIC MINISTRY 5000 Illume Network (Great City Network) 5751 33RD AVE NE Seattle WA 98105 NONE PUBLIC HUMANITARIAN 20000 Little Lions Childcare 300 COUNTY ROAD NN Marathon City WI 54448 NONE PUBLIC MINISTRY 25000 The American Cancer Society - North Region PO BOX 902 Pewaukee WI 53072 NONE HUMANITARIAN PUBLIC 10000 IMMANUEL LUTHERAN CHURCH 916 PINE ST Manitowoc WI 54220 NONE PUBLIC MEDICAL 5000 Living Word Ev Lutheran Church 3140 SAYLESVILLE RD Waukesha WI 53189 NONE PUBLIC RELIGIOUS 30000 Victory of the Lamb Lutheran Church 23051 CINCO RANCH BLVD Katy TX 77450 NONE PUBLIC RELIGIOUS 15000 Ducks Unlimited Inc ONE WATERFOWL WAY Memphis TN 38120 NONE PUBLIC EDUCATION 7500 Feeding our Communities Partners 2120 HOWARD DR WEST SUITE F North Mankato MN 56003 NONE PUBLIC HUMANITARIAN 10000 Southern Minnesota Crisis Nursery (DBA I 717 5TH STREET NORTH New Ulm MN 56073 NONE PUBLIC HUMANITARIAN 5000 TRUTH IN LOVE MINISTRY 1002 W SANETTA STREET NAMPA ID 83651 NONE PUBLIC MINISTRY 20000 LUTHERAN HOME ASSOCIATION 337 S MERIDIAN ST BELLE PLAINE MN 56011 NONE PUBLIC MINISTRY 40000 WELS LUTHERANS FOR LIFE MILWAUKEE 8501 W LINCOLN AVE WEST ALLIS WI 53227 NONE PUBLIC MEDICAL 20000 KINGDOM WORKERS N19W24075 RIVERWOOD DRIVE WAUKESHA WI 53188 NONE PUBLIC COMMUNITY 45000 CHAPLAINS IN SCHOOLS 2225 N 1ST STREET MILWAUKEE WI 53212 NONE PUBLIC MINISTRY 16000 Foundation Lutheran Church 10387 MOUNT EVANS DR Peyton CO 80831 NONE PUBLIC HUMANITARIAN 15000 CENTER FOR GENOMIC INTERPRETATION 49 WANDERWOOD WAY SANDY UT 84092 NONE PUBLIC EDUCATION 20000 821000 14 64377 14 343148 18 93370 AMERICAN BEACON DE 14 1302 WISDOMTREE CBOE S& 14 65421 567618 567618 false false false false false false false false false false X X 1 Don Zietlow 2003 Trust fbo Vicky C/O Trust Point Inc 230 Front Street North La Crosse WI 54601 197500 X 2 Don Zietlow 2003 Trust fbo Scott C/O Trust Point Inc 230 Front Street North La Crosse WI 54601 197500 X 3 La Vonne Zietlow 2003 Trust fbo Vicky C/O Trust Point Inc 230 Front Street North La Crosse WI 54601 197500 X 4 La Vonne Zietlow 2003 Trust fbo Scott C/O Trust Point Inc 230 Front Street North La Crosse WI 54601 197500 X TAX PREPARATION FEE (NON-ALLOC 2000 2000 OTHER NON-ALLOCABLE EXPENSE - 4459 0 4459 OTHER NON-ALLOCABLE EXPENSE - 1500 0 1500 AMERICAN BEACON DEVELOPING WORLD INCOME 1302 0 WISDOMTREE CBOE S&P 500 PUTWRITE ETF 65421 0 ACCRUED INCOME/LOSS ADJUSTMENT 6037 REIMBURSEMENT FROM CHRISTIAN FAMILY 49024 REVERSAL OF CHECK POSTED IN 2022 20000 FEDERAL TAX PAYMENT - PRIOR YE 10047 10047 0 FEDERAL ESTIMATES - PRINCIPAL 15184 15184 0 FOREIGN TAXES ON QUALIFIED FOR 3807 3807 0 FOREIGN TAXES ON NONQUALIFIED 2221 2221 0