VICTOR AND CHRISTINE ANTHONY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
VICTOR AND CHRISTINE ANTHONY FOUNDATION INC (EIN 26-0851891)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349106903
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T22:07:53-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18215 GREENWAY BOULEVARD SUITE 600AddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53562ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260851891EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE VICTOR AND CHRISTINE ANTHONYBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone7152582587PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 385AddressLine1Txt
CityWAUPACACityNm
State AbbreviationWIStateAbbreviationCd
ZIP54981ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINE ANTHONYPersonNm
Person TitleVICE PRESIDENT/SECRETARYPersonTitleTxt
Phone7152582587PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY ANDERSONPreparerPersonNm
PTINP00188889PTIN
Phone6086628600PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,638,269FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,634ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,510InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,510InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$301,532DividendsRevAndExpnssAmt
Dividends Net Invst Incm$301,532DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$78,400NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,330,385GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,400CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$31,510OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$18,319OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$369,566TotalRevAndExpnssAmt
Total Net Invst Incm$371,123TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,672AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,336AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,336AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$134,496OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$134,496OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$2,958InterestRevAndExpnssAmt
Interest Net Invst Incm$2,958InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$20,841TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,441TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,358OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,358OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$168,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$147,231TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,694TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$865,672ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$865,672ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,033,997TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$147,231TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$871,366TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$664,431ExcessRevenueOverExpensesAmt
Net Investment Income$223,892NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,337,136SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,498,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,989,894SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,461,866CorporateStockBOYAmt
Corporate Stock EOY$6,792,130CorporateStockEOYAmt
Corporate Stock EOYFMV$7,785,054CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,746,163CorporateBondsBOYAmt
Corporate Bonds EOY$4,428,609CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,655,907CorporateBondsEOYFMVAmt
Other Investments BOY$2,654,775OtherInvestmentsBOYAmt
Other Investments EOY$2,897,558OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,207,414OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,199,940TotalAssetsBOYAmt
Total Assets EOY$15,617,191TotalAssetsEOYAmt
Total Assets EOYFMV$30,638,269TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$16,199,940RetainedEarningBOYAmt
Retained Earning EOY$15,617,191RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,199,940TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,617,191TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,199,940TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,617,191TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,199,940TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$664,431ExcessRevenueOverExpensesAmt
Other Increases$81,682OtherIncreasesAmt
Subtotal$15,617,191SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,617,191TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAPITAL GAIN - UBS 954232022-12-312023-12-31$180,787$11,634$169,153$169,153
CAPITAL GAIN - UBS 954272022-12-312023-12-31$3,313,426$3,300,041$13,385$13,385
CAPITAL GAIN - UBS 954282022-12-312023-12-31$1,806,300$1,923,865-$117,565-$117,565
CAPITAL GAIN - UBS 954292022-12-312023-12-31$14,933$16,443-$1,510-$1,510
RISE FUND II2022-12-312023-12-31$1,770$1,770$1,770P
UBS ONCOLOGY FUND2022-12-312023-12-31$5,553$5,553$5,553P
BRIDGE WORKFORCE HOUSING FUND II2022-12-312023-12-31$2-$2-$2P
STRAT PARTNERS IX2022-12-312023-12-31$7,606$7,606$7,606P
CAPITAL GAINS DIVIDENDS$10$10$10P
FieldValueIRS element (for citing)
Capital Gain Net Income$78,400CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,112InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,112SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,112TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$38,330EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$38,330TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$35,218OverpaymentAmt
Applied To ES Tax$10,000AppliedToESTaxAmt
Refund$25,218RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRISTINE ANTHONYIndividualWithBooksNm
Phone7152582587PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1134 SHADOW LAKE DRIVEAddressLine1Txt
CityWAUPACACityNm
State AbbreviationWIStateAbbreviationCd
ZIP54981ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VICTOR W ANTHONY JR
134 SHADOW LAKE DRIVEWAUPACAWI54981PRESIDENT0.50$0$0$0
CHRISTINE A ANTHONY
134 SHADOW LAKE DRIVEWAUPACAWI54981VICE-PRESIDENT/SECRETARY10.00$0$0$0
KATHERINE A ANTHONY
134 SHADOW LAKE DRIVEWAUPACAWI54981TREASURER2.00$0$0$0
KAREN A GABLER
134 SHADOW LAKE DRIVEWAUPACAWI54981DIRECTOR0.50$0$0$0
CAROL C ANTHONY
134 SHADOW LAKE DRIVEWAUPACAWI54981DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 HARBOR BLVDAddressLine1Txt
CityWEEHAWKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07086ZIPCd
FieldValueIRS element (for citing)
Service TypeBROKERAGE FEESServiceTypeTxt
Compensation$57,418CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,546,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,178,882AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,207,414FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,932,995TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,932,995AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$253,995CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,679,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$833,950MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$833,950MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,112TaxBasedOnInvestmentIncomeAmt
Total Tax$3,112TotalTaxAmt
Distributable Before Adj$830,838DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$830,838DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$830,838DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$871,366ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$871,366QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$830,838DistributableAsAdjustedAmt
Undistributed Income PY$866,341UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$871,366QualifyingDistributionsAmt
Applied To Year1$866,341AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,025AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$825,813UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVICTOR W ANTHONY JRContributingManagerNm
Contributing ManagerCHRISTINE A ANTHONYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVICTOR OR CHRISTINE ANTHONYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1134 SHADOW LAKE DRIVEAddressLine1Txt
CityWAUPACACityNm
State AbbreviationWIStateAbbreviationCd
ZIP54981ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7152582587RecipientPhoneNum
Form And Info And MaterialsVERBAL OR WRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001PCFOOD ASSISTANCE$25,000
WAUPACA LIBRARY FOUNDATION
107 SOUTH MAIN STREETWAUPACAWI54981GOVLITERACY$1,000
WAUPACA COUNTY SALVATION ARMY
301 BEACON AVENUENEW LONDONWI54961PCHEALTH AND HUMAN SERVICES$10,000
WAUPACA BREAD BASKET
PO BOX 364WAUPACAWI54981PCFOOD ASSISTANCE$5,000
WAUPACA AREA FOOD PANTRY-MIRACLE TREE
800 CHURCHILL STREET PO BOX 565WAUPACAWI54981PCFOOD ASSISTANCE$3,000
WATER MISSION
1150 MOLLY GREEN WAY BLDG 1605N CHARLESTONSC29405PCHEALTH AND HUMAN SERVICES$15,000
TWIN CITIES RISE
1301 BRYANT AVE NMINNEAPOLISMN55411PCBASIC NEEDS$10,000
SPECIAL OLYMPICS
W5361 EAST CALUMET SUITE DAPPLETONWI54915PCWELLNESS$5,000
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN55428PCFOOD ASSISTANCE$40,000
RONALD MCDONALD HOUSE
8948 WATERTOWN PLANK ROADWAUWATOSAWI532264802PCHEALTH AND HUMAN SERVICES$15,000
RAWHIDE YOUTH SERVICES
E7475 RAWHIDE ROADNEW LONDONWI54961PCBASIC NEEDS$50,000
PROJECT FOR PRIDE IN LIVING
1035 EAST FRANKLIN AVENUEMINNEAPOLISMN55404PCHOUSING$20,000
PROJECT BACKPACK
153 COUNTY ROAD QQWAUPACAWI54981PCFOOD ASSISTANCE$5,000
OPEN ARMS HOME FOR CHILDREN
PO BOX 2198LITCHFIELDAZ85340PCBASIC NEEDS$25,000
NORTHSIDE ACHIEVEMENT ZONE
2123 W BROADWAY AVE 100MINNEAPOLISMN55411PCBASIC NEEDS$20,000
NEIGHBORHOOD DEVELOPMENT CENTER
625 UNIVERSITY AVESAINT PAULMN55104PCBASIC NEEDS$25,000
MY VERY OWN BED
34 13TH AVE NE SUITE 106MINNEAPOLISMN55413PCWELLNESS$10,000
MINNEAPOLIS FOUNDATION
80 S 8TH STREETMINNEAPOLISMN55402PCOPERATIONS$14,320
LUTHERAN SOCIAL SERVICES OF WI AND UPPER MI
6737 W WASHINGTON STREETWEST ALLISWI53214PCHEALTH AND HUMAN SERVICES$50,000
LOAVES AND FISHES - MINNESOTA
721 KASOTA AVENUE SEMINNEAPOLISMN55414PCFOOD ASSISTANCE$10,000
IOLA FOOD PANTRY
395 EAST IOLA STREETIOLAWI54945PCFOOD ASSISTANCE$500
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847PCHEALTH AND HUMAN SERVICES$100,000
HUMANITY AND INCLUSION
8757 GEORGIA AVENUE SUITE 420SILVER SPRINGMD20910PCHEALTH AND HUMAN SERVICES$50,000
HCE WAUPACA COUNTY-BOOKWORM PROJECT
811 HARDING STREETWAUPACAWI54981GOVLITERACY$1,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 4TH AVENUE SMINNEAPOLISMN55419PCHEALTH AND HUMAN SERVICES$5,000
GILLETTE CHILDREN'S FOUNDATION
200 UNIVERSITY AVENUE EASTSAINT PAULMN55101PCGILLETTE ASSISTANCE PROGRAM$50,000
FRIENDS OF UBS OPTIMUS FOUNDATION FUND
PCOPERATIONS$166,667AUGUSTINERHOF 1ZURICHSZ8001
FOUNDATIONS FOR LIVING
1421 CHURCHILL STREETWAUPACAWI54981PCHEALTH AND HUMAN SERVICES$5,000
FEEDING AMERICA EASTERN WISCONSIN
2911 W EVERGREEN DRIVEAPPLETONWI54913PCFOOD ASSISTANCE$40,000
EXPONENT PHILANTHROPY
1720 N STREET NWWASHINGTONDC20036PCOPERATIONS$1,185
EVERY MEAL
2723 PATTON ROADROSEVILLEMN55113PCFOOD ASSISTANCE$10,000
CROSSWAYS CAMPING MINISTRIES
W8160 CLOVERLEAF LAKE RDCLINTONVILLEWI54929PCOPERATIONS$5,000
CREATIVE CARING HEARTS
519 HIGHLAND DRIVEWAUPACAWI54981PCWELLNESS$1,000
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION - FOX VALLEY CHILD ADVOCACY CEN
333 N COMMERCIAL STREET SUITE 400NEENAHWI54956PCWELLNESS$5,000
CENTER FOR DEAF-BLIND PERSONS
8306 WEST LINCOLN AVENUEWEST ALLISWI532191763PCWELLNESS$2,000
CAP SERVICES-SKILLS ENHANCEMENT
2900 HOOVER ROAD SUITE ASTEVENS POINTWI54481PCHEALTH AND HUMAN SERVICES$20,000
CAP SERVICES-MENTAL HEALTH NAVIGATION
2900 HOOVER ROAD SUITE ASTEVENS POINTWI54481PCWELLNESS$10,000
CAP SERIVCES-FAMILY CRISIS CENTER
2900 HOOVER ROAD SUITE ASTEVENS POINTWI54481PCHEALTH AND HUMAN SERVICES$5,000
BASIC NEEDS GIVING PARTNERSHIP - COMMUNITY FOUNDATION OF THE FOX VALLEY REG
4455 LAWRENCE STREETAPPLETONWI54914PCBASIC NEEDS$20,000
BABY SPACE
2438 18TH AVENUE SOUTHMINNEAPOLISMN55404PCNON-PROFIT OPERATIONS$5,000
AGING AND DISABILITY RESOURCE CENTER - WAUPACA COUNTY DEPARTMENT OF HEALTH
811 HARDING STREETWAUPACAWI54981GOVFOOD ASSISTANCE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$865,672TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,510ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$301,532ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Business531390BusinessCd
Unrelated Business Taxbl Incm-$16,086UnrelatedBusinessTaxblIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$18,319ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$78,400ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Exclusion14ExclusionCd
Exclusion$2,895ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$16,086UnrelatedBusinessTaxblIncmAmt
Exclusion$374,018ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$357,932TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTOR AND CHRISTINE ANTHONYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1134 SHADOW LAKE DRIVEAddressLine1Txt
CityWAUPACACityNm
State AbbreviationWIStateAbbreviationCd
ZIP54981ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,634TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyLILLY ELI AND CO STOCKNoncashPropertyDesc
Fair Market Value$11,634FairMarketValueAmt
Received2023-12-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,672Amt
Net Investment Income$4,336NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,336DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I$268,685$268,865
FEDERATED HERMES SDG ENGAGEMENT EQ FUND CLASS$348,561$476,174
TIAA-CREF CORE IMPACT BOND FUND CLASS ADVISOR$609,900$574,137
CCM COMMUNITY IMPACT BOND FUND, INSTITUTIONAL$619,652$569,026
PAXELLEVATE GLOBAL WOMEN'S LEADERSHIP FUND INSTITUTIONAL$817,646$961,066
AB SUSTAINABLE GLOBAL THEMATIC FUND CLASS ADV$846,330$964,436
UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P$917,835$842,203

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES ESG AWARE USD CORPORATE ETF$403,688$434,497
NUSHARES ETF TR ESG HI TLD CRP$108,487$113,427
NUVEEN ESG LARGE CAP GROWTH ETF$744,150$956,254
NUVEEN ESG SMALL CAP ETF$886,623$965,848
ISHARES MSCI USA ESG SELECT SOCIAL INDEX ETF$1,292,973$1,899,438
NUVEEN ESG LARGE CAP VALUE ETF$1,469,776$1,437,693
ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF$1,727,614$1,819,078
CIBUS ANNA FUND II LP$158,819$158,819

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BASCOM VALUE ADDED APARTMENT INVESTORSAT COST$50,056$50,056
ARDEN VALUE ADDED REAL ESTATE INVESTORSAT COST$97,070$97,070
STRAT PARTNERS IXAT COST$123,420$123,420
UBS ONCOLOGY FUNDAT COST$222,281$222,281
RETHINK IMPACT FUND IIAT COST$246,564$246,564
BRIDGE WORKFORCE HOUSING FUND IIAT COST$268,248$268,248
LIFE INSURANCE POLICYAT COST$358,840$668,696
ARDEN III REAL ESTATEAT COST$408,093$408,093
RISE FUND IIAT COST$410,352$410,352
ARDEN CREDIT FUNDAT COST$712,634$712,634

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$432$0$432
OFFICE EXPENSE & MISC$111$0$111
MEMBERSHIP FEES$815$0$815

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BASCOM VALUE ADDED APARTMENT INVESTORS II, LLC-$691-$227-$691
ARDEN REAL ESTATE PARTNERS II LP$10,505-$957$10,505
RISE FUND II-$6,991$3,607-$6,991
STRAT PARTNERS IX$2,003-$5,525$2,003
BRIDGE WORKFORCE HOUSING FUND II-$39,227-$15,288-$39,227
RETHINK IMPACT II-$4$71-$4
TAX REFUND$2,895$2,895

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOST ADJUSTMENTDesc
Amt$81,682Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$134,496Amt
Net Investment Income$134,496NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES PAID$15,400$0$0
FOREIGN TAX PAID$5,441$5,441$0

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