2024-11-14T22:07:53-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2023-01-01 260851891 THE VICTOR AND CHRISTINE ANTHONY FAMILY FOUNDATION INC VICT 7152582587 PO BOX 385 WAUPACA WI 54981 CHRISTINE ANTHONY VICE PRESIDENT/SECRETARY 7152582587 2024-11-13 1 1 KIMBERLY ANDERSON P00188889 6086628600 2024-11-13 2023 2024-10-15 13:58:12Z X 30638269 X 11634 9510 9510 301532 301532 78400 5330385 78400 -31510 -18319 369566 371123 0 0 0 8672 4336 4336 134496 134496 0 2958 2958 0 20841 5441 0 1358 0 1358 168325 147231 5694 865672 865672 1033997 147231 871366 -664431 223892 1337136 1498894 14989894 6461866 6792130 7785054 5746163 4428609 4655907 2654775 2897558 3207414 16199940 15617191 30638269 0 0 X 0 0 0 0 16199940 15617191 16199940 15617191 16199940 15617191 16199940 -664431 81682 15617191 0 15617191 CAPITAL GAIN - UBS 95423 2022-12-31 2023-12-31 180787 11634 169153 169153 CAPITAL GAIN - UBS 95427 2022-12-31 2023-12-31 3313426 3300041 13385 13385 CAPITAL GAIN - UBS 95428 2022-12-31 2023-12-31 1806300 1923865 -117565 -117565 CAPITAL GAIN - UBS 95429 2022-12-31 2023-12-31 14933 16443 -1510 -1510 RISE FUND II P 2022-12-31 2023-12-31 1770 1770 1770 UBS ONCOLOGY FUND P 2022-12-31 2023-12-31 5553 5553 5553 BRIDGE WORKFORCE HOUSING FUND II P 2022-12-31 2023-12-31 2 -2 -2 STRAT PARTNERS IX P 2022-12-31 2023-12-31 7606 7606 7606 CAPITAL GAINS DIVIDENDS P 10 10 10 78400 3112 0 3112 0 3112 38330 0 0 0 38330 X 0 35218 10000 25218 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A CHRISTINE ANTHONY 7152582587 134 SHADOW LAKE DRIVE WAUPACA WI 54981 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VICTOR W ANTHONY JR 134 SHADOW LAKE DRIVE WAUPACA WI 54981 PRESIDENT 0.50 0 0 0 CHRISTINE A ANTHONY 134 SHADOW LAKE DRIVE WAUPACA WI 54981 VICE-PRESIDENT/SECRETARY 10.00 0 0 0 KATHERINE A ANTHONY 134 SHADOW LAKE DRIVE WAUPACA WI 54981 TREASURER 2.00 0 0 0 KAREN A GABLER 134 SHADOW LAKE DRIVE WAUPACA WI 54981 DIRECTOR 0.50 0 0 0 CAROL C ANTHONY 134 SHADOW LAKE DRIVE WAUPACA WI 54981 DIRECTOR 0.50 0 0 0 NONE 0 UBS FINANCIAL SERVICES INC 1000 HARBOR BLVD WEEHAWKEN NJ 07086 BROKERAGE FEES 57418 0 0 12546699 1178882 3207414 16932995 0 0 16932995 253995 16679000 833950 833950 3112 3112 830838 0 830838 0 830838 871366 0 871366 830838 866341 0 0 871366 866341 0 0 5025 0 0 0 0 0 0 0 0 825813 0 0 0 VICTOR W ANTHONY JR CHRISTINE A ANTHONY VICTOR OR CHRISTINE ANTHONY 134 SHADOW LAKE DRIVE WAUPACA WI 54981 7152582587 VERBAL OR WRITTEN REQUEST NONE NONE WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 PC FOOD ASSISTANCE 25000 WAUPACA LIBRARY FOUNDATION 107 SOUTH MAIN STREET WAUPACA WI 54981 GOV LITERACY 1000 WAUPACA COUNTY SALVATION ARMY 301 BEACON AVENUE NEW LONDON WI 54961 PC HEALTH AND HUMAN SERVICES 10000 WAUPACA BREAD BASKET PO BOX 364 WAUPACA WI 54981 PC FOOD ASSISTANCE 5000 WAUPACA AREA FOOD PANTRY-MIRACLE TREE 800 CHURCHILL STREET PO BOX 565 WAUPACA WI 54981 PC FOOD ASSISTANCE 3000 WATER MISSION 1150 MOLLY GREEN WAY BLDG 1605 N CHARLESTON SC 29405 PC HEALTH AND HUMAN SERVICES 15000 TWIN CITIES RISE 1301 BRYANT AVE N MINNEAPOLIS MN 55411 PC BASIC NEEDS 10000 SPECIAL OLYMPICS W5361 EAST CALUMET SUITE D APPLETON WI 54915 PC WELLNESS 5000 SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 PC FOOD ASSISTANCE 40000 RONALD MCDONALD HOUSE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 532264802 PC HEALTH AND HUMAN SERVICES 15000 RAWHIDE YOUTH SERVICES E7475 RAWHIDE ROAD NEW LONDON WI 54961 PC BASIC NEEDS 50000 PROJECT FOR PRIDE IN LIVING 1035 EAST FRANKLIN AVENUE MINNEAPOLIS MN 55404 PC HOUSING 20000 PROJECT BACKPACK 153 COUNTY ROAD QQ WAUPACA WI 54981 PC FOOD ASSISTANCE 5000 OPEN ARMS HOME FOR CHILDREN PO BOX 2198 LITCHFIELD AZ 85340 PC BASIC NEEDS 25000 NORTHSIDE ACHIEVEMENT ZONE 2123 W BROADWAY AVE 100 MINNEAPOLIS MN 55411 PC BASIC NEEDS 20000 NEIGHBORHOOD DEVELOPMENT CENTER 625 UNIVERSITY AVE SAINT PAUL MN 55104 PC BASIC NEEDS 25000 MY VERY OWN BED 34 13TH AVE NE SUITE 106 MINNEAPOLIS MN 55413 PC WELLNESS 10000 MINNEAPOLIS FOUNDATION 80 S 8TH STREET MINNEAPOLIS MN 55402 PC OPERATIONS 14320 LUTHERAN SOCIAL SERVICES OF WI AND UPPER MI 6737 W WASHINGTON STREET WEST ALLIS WI 53214 PC HEALTH AND HUMAN SERVICES 50000 LOAVES AND FISHES - MINNESOTA 721 KASOTA AVENUE SE MINNEAPOLIS MN 55414 PC FOOD ASSISTANCE 10000 IOLA FOOD PANTRY 395 EAST IOLA STREET IOLA WI 54945 PC FOOD ASSISTANCE 500 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 560079847 PC HEALTH AND HUMAN SERVICES 100000 HUMANITY AND INCLUSION 8757 GEORGIA AVENUE SUITE 420 SILVER SPRING MD 20910 PC HEALTH AND HUMAN SERVICES 50000 HCE WAUPACA COUNTY-BOOKWORM PROJECT 811 HARDING STREET WAUPACA WI 54981 GOV LITERACY 1000 GREATER MINNEAPOLIS CRISIS NURSERY 4544 4TH AVENUE S MINNEAPOLIS MN 55419 PC HEALTH AND HUMAN SERVICES 5000 GILLETTE CHILDREN'S FOUNDATION 200 UNIVERSITY AVENUE EAST SAINT PAUL MN 55101 PC GILLETTE ASSISTANCE PROGRAM 50000 FRIENDS OF UBS OPTIMUS FOUNDATION FUND AUGUSTINERHOF 1 ZURICH SZ 8001 PC OPERATIONS 166667 FOUNDATIONS FOR LIVING 1421 CHURCHILL STREET WAUPACA WI 54981 PC HEALTH AND HUMAN SERVICES 5000 FEEDING AMERICA EASTERN WISCONSIN 2911 W EVERGREEN DRIVE APPLETON WI 54913 PC FOOD ASSISTANCE 40000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 PC OPERATIONS 1185 EVERY MEAL 2723 PATTON ROAD ROSEVILLE MN 55113 PC FOOD ASSISTANCE 10000 CROSSWAYS CAMPING MINISTRIES W8160 CLOVERLEAF LAKE RD CLINTONVILLE WI 54929 PC OPERATIONS 5000 CREATIVE CARING HEARTS 519 HIGHLAND DRIVE WAUPACA WI 54981 PC WELLNESS 1000 CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION - FOX VALLEY CHILD ADVOCACY CEN 333 N COMMERCIAL STREET SUITE 400 NEENAH WI 54956 PC WELLNESS 5000 CENTER FOR DEAF-BLIND PERSONS 8306 WEST LINCOLN AVENUE WEST ALLIS WI 532191763 PC WELLNESS 2000 CAP SERVICES-SKILLS ENHANCEMENT 2900 HOOVER ROAD SUITE A STEVENS POINT WI 54481 PC HEALTH AND HUMAN SERVICES 20000 CAP SERVICES-MENTAL HEALTH NAVIGATION 2900 HOOVER ROAD SUITE A STEVENS POINT WI 54481 PC WELLNESS 10000 CAP SERIVCES-FAMILY CRISIS CENTER 2900 HOOVER ROAD SUITE A STEVENS POINT WI 54481 PC HEALTH AND HUMAN SERVICES 5000 BASIC NEEDS GIVING PARTNERSHIP - COMMUNITY FOUNDATION OF THE FOX VALLEY REG 4455 LAWRENCE STREET APPLETON WI 54914 PC BASIC NEEDS 20000 BABY SPACE 2438 18TH AVENUE SOUTH MINNEAPOLIS MN 55404 PC NON-PROFIT OPERATIONS 5000 AGING AND DISABILITY RESOURCE CENTER - WAUPACA COUNTY DEPARTMENT OF HEALTH 811 HARDING STREET WAUPACA WI 54981 GOV FOOD ASSISTANCE 5000 865672 0 14 9510 14 301532 531390 -16086 16 -18319 14 18 78400 TAX REFUND 14 2895 -16086 374018 0 357932 0 0 0 0 0 0 0 0 0 0 X X 1 VICTOR AND CHRISTINE ANTHONY 134 SHADOW LAKE DRIVE WAUPACA WI 54981 11634 X X 1 LILLY ELI AND CO STOCK 11634 2023-12-18 ACCOUNTING FEES 8672 4336 4336 JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I 268685 268865 FEDERATED HERMES SDG ENGAGEMENT EQ FUND CLASS 348561 476174 TIAA-CREF CORE IMPACT BOND FUND CLASS ADVISOR 609900 574137 CCM COMMUNITY IMPACT BOND FUND, INSTITUTIONAL 619652 569026 PAXELLEVATE GLOBAL WOMEN'S LEADERSHIP FUND INSTITUTIONAL 817646 961066 AB SUSTAINABLE GLOBAL THEMATIC FUND CLASS ADV 846330 964436 UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P 917835 842203 ISHARES ESG AWARE USD CORPORATE ETF 403688 434497 NUSHARES ETF TR ESG HI TLD CRP 108487 113427 NUVEEN ESG LARGE CAP GROWTH ETF 744150 956254 NUVEEN ESG SMALL CAP ETF 886623 965848 ISHARES MSCI USA ESG SELECT SOCIAL INDEX ETF 1292973 1899438 NUVEEN ESG LARGE CAP VALUE ETF 1469776 1437693 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF 1727614 1819078 CIBUS ANNA FUND II LP 158819 158819 BASCOM VALUE ADDED APARTMENT INVESTORS AT COST 50056 50056 ARDEN VALUE ADDED REAL ESTATE INVESTORS AT COST 97070 97070 STRAT PARTNERS IX AT COST 123420 123420 UBS ONCOLOGY FUND AT COST 222281 222281 RETHINK IMPACT FUND II AT COST 246564 246564 BRIDGE WORKFORCE HOUSING FUND II AT COST 268248 268248 LIFE INSURANCE POLICY AT COST 358840 668696 ARDEN III REAL ESTATE AT COST 408093 408093 RISE FUND II AT COST 410352 410352 ARDEN CREDIT FUND AT COST 712634 712634 POSTAGE 432 0 432 OFFICE EXPENSE & MISC 111 0 111 MEMBERSHIP FEES 815 0 815 BASCOM VALUE ADDED APARTMENT INVESTORS II, LLC -691 -227 -691 ARDEN REAL ESTATE PARTNERS II LP 10505 -957 10505 RISE FUND II -6991 3607 -6991 STRAT PARTNERS IX 2003 -5525 2003 BRIDGE WORKFORCE HOUSING FUND II -39227 -15288 -39227 RETHINK IMPACT II -4 71 -4 TAX REFUND 2895 2895 COST ADJUSTMENT 81682 INVESTMENT MANAGEMENT FEES 134496 134496 0 TAXES PAID 15400 0 0 FOREIGN TAX PAID 5441 5441 0