VICTOR AND CHRISTINE ANTHONY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND CHRISTINE ANTHONY FOUNDATION INC (EIN 26-0851891)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-23
- IRS object ID
- 202322969349100652
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-23T08:12:35-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260851891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VICTOR AND CHRISTINE ANTHONY | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 7152582587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 385 | AddressLine1Txt |
| City | WAUPACA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54981 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE ANTHONY | PersonNm |
| Person Title | VICE PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 7152582587 | PhoneNum |
| Signature | 2023-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | ANTHONY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,045,495 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,427 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,427 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $267,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$169,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,439,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$33,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,268 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,957 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,247 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,900 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,900 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,589 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,998 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,998 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,980 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,553 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $761,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $761,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $967,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $768,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$900,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,265,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,337,136 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,337,136 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,034,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,461,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,387,484 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,913,806 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,746,163 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,377,760 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,141,842 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,654,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,943,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,356,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,199,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,045,495 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,356,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,199,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,356,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,199,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,356,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,199,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,356,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$900,040 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,456,010 | SubtotalAmt |
| Other Decreases | $256,070 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,199,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN - UBS 95427 | 2021-12-31 | 2022-12-31 | $670,202 | $757,670 | -$87,468 | -$87,468 | |
| CAPITAL GAIN - UBS 95427 | 2021-12-31 | 2022-12-31 | $2,143,610 | $2,241,146 | -$97,536 | -$97,536 | |
| CAPITAL GAIN - UBS 95428 | 2021-12-31 | 2022-12-31 | $511,196 | $576,199 | -$65,003 | -$65,003 | |
| CAPITAL GAIN - UBS 95429 | 2021-12-31 | 2022-12-31 | $16,342 | $20,175 | -$3,833 | -$3,833 | |
| RISE FUND II | 2021-12-31 | 2022-12-31 | $64 | -$64 | -$64 | P | |
| UBS ONCOLOGY FUND | 2021-12-31 | 2022-12-31 | $13,752 | -$13,752 | -$13,752 | P | |
| STRAT PARTNERS IX | 2021-12-31 | 2022-12-31 | $6,840 | $6,840 | $6,840 | P | |
| CAPITAL GAINS DIVIDENDS | $91,114 | $91,114 | $91,114 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$169,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,955 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,955 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $35 | EsPenaltyAmt |
| Overpayment | $24,330 | OverpaymentAmt |
| Applied To ES Tax | $24,330 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINE ANTHONY | IndividualWithBooksNm |
| Phone | 7152582587 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 SHADOW LAKE DRIVE | AddressLine1Txt |
| City | WAUPACA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54981 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2019 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | 0.50 | $0 | $0 | $0 |
| KATHERINE A ANTHONY | ||||||||
| 134 SHADOW LAKE DRIVE | WAUPACA | WI | 54981 | TREASURER | 0.50 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKERAGE FEES | ServiceTypeTxt |
| Compensation | $56,888 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,806,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,038,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,943,115 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,788,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,788,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,521,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $876,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $876,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,955 | TotalTaxAmt |
| Distributable Before Adj | $874,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $874,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $874,116 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $768,053 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $768,053 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $874,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $912,884 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $14,090 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $768,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $768,053 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $14,090 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $14,090 | Taxable1Amt |
| Taxable2 | $144,831 | Taxable2Amt |
| Undistributed Income CY | $874,116 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR W ANTHONY JR | ContributingManagerNm |
| Contributing Manager | CHRISTINE A ANTHONY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VICTOR OR CHRISTINE ANTHONY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 SHADOW LAKE DRIVE | AddressLine1Txt |
| City | WAUPACA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54981 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7152582587 | RecipientPhoneNum |
| Form And Info And Materials | VERBAL OR WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGING AND DISABILITY RESOURCE CENTER - WAUPACA COUNTY DEPARTMENT OF HEALTH | ||||||
| 811 HARDING STREET | WAUPACA | WI | 54981 | GOV | FOOD ASSISTANCE | $5,000 |
| BABY SPACE | ||||||
| 2438 18TH AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | PC | NON-PROFIT OPERATIONS | $5,000 |
| BASIC NEEDS GIVING PARTNERSHIP - COMMUNITY FOUNDATION OF THE FOX VALLEY REG | ||||||
| 4455 LAWRENCE STREET | APPLETON | WI | 54914 | PC | BASIC NEEDS | $20,000 |
| CAP SERIVCES-FAMILY CRISIS CENTER | ||||||
| 2900 HOOVER ROAD SUITE A | STEVENS POINT | WI | 54481 | PC | HEALTH AND HUMAN SERVICES | $5,000 |
| CAP SERVICES-MENTAL HEALTH NAVIGATION | ||||||
| 2900 HOOVER ROAD SUITE A | STEVENS POINT | WI | 54481 | PC | WELLNESS | $10,000 |
| CAP SERVICES-SKILLS ENHANCEMENT | ||||||
| 2900 HOOVER ROAD SUITE A | STEVENS POINT | WI | 54481 | PC | HEALTH AND HUMAN SERVICES | $25,000 |
| CENTER FOR DEAF-BLIND PERSONS | ||||||
| 8306 WEST LINCOLN AVENUE | WEST ALLIS | WI | 532191763 | PC | WELLNESS | $2,000 |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION | ||||||
| 333 N COMMERCIAL STREET SUITE 400 | NEENAH | WI | 54956 | PC | WELLNESS | $5,000 |
| CREATIVE CARING HEARTS | ||||||
| 519 HIGHLAND DRIVE | WAUPACA | WI | 54981 | PC | WELLNESS | $1,000 |
| EXPONENT PHILANTHROPY | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | OPERATIONS | $1,000 |
| FEEDING AMERICA EASTERN WISCONSIN | ||||||
| 2911 W EVERGREEN DRIVE | APPLETON | WI | 54913 | PC | FOOD ASSISTANCE | $25,000 |
| FOUNDATIONS FOR LIVING | ||||||
| 1421 CHURCHILL STREET | WAUPACA | WI | 54981 | PC | HEALTH AND HUMAN SERVICES | $5,000 |
| GILLETTE CHILDREN'S FOUNDATION | ||||||
| 200 UNIVERSITY AVENUE EAST | SAINT PAUL | MN | 55101 | PC | GILLETTE ASSISTANCE PROGRAM | $50,000 |
| GREATER MINNEAPOLIS CRISIS NURSERY | ||||||
| 4544 4TH AVENUE S | MINNEAPOLIS | MN | 55419 | PC | HEALTH AND HUMAN SERVICES | $5,000 |
| HCE WAUPACA COUNTY-BOOKWORM PROJECT | ||||||
| 811 HARDING STREET | WAUPACA | WI | 54981 | GOV | LITERACY | $1,000 |
| HUMANITY AND INCLUSION | ||||||
| 8757 GEORGIA AVENUE SUITE 420 | SILVER SPRING | MD | 20910 | PC | HEALTH AND HUMAN SERVICES | $50,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | PC | HEALTH AND HUMAN SERVICES | $100,000 |
| IOLA FOOD PANTRY | ||||||
| 395 EAST IOLA STREET | IOLA | WI | 54945 | PC | FOOD ASSISTANCE | $500 |
| LUTHERAN SOCIAL SERVICES OF WI AND UPPER MI | ||||||
| 6737 W WASHINGTON STREET | WEST ALLIS | WI | 53214 | PC | HEALTH AND HUMAN SERVICES | $50,000 |
| MINNEAPOLIS FOUNDATION | ||||||
| 80 S 8TH STREET | MINNEAPOLIS | MN | 55402 | PC | OPERATIONS | $75,000 |
| MISSION OF HOPE HOUSE | ||||||
| 520 N SHAWANO STREET | NEW LONDON | WI | 54961 | PC | HEALTH AND HUMAN SERVICES | $5,000 |
| MY VERY OWN BED | ||||||
| 34 13TH AVE NE SUITE 106 | MINNEAPOLIS | MN | 55413 | PC | WELLNESS | $10,000 |
| NEIGHBORHOOD DEVELOPMENT CENTER | ||||||
| 625 UNIVERSITY AVE | SAINT PAUL | MN | 55104 | PC | BASIC NEEDS | $25,000 |
| NORTHSIDE ACHIEVEMENT ZONE | ||||||
| 2123 W BROADWAY AVE 100 | MINNEAPOLIS | MN | 55411 | PC | BASIC NEEDS | $25,000 |
| OPEN ARMS HOME FOR CHILDREN | ||||||
| PO BOX 2198 | LITCHFIELD | AZ | 85340 | PC | BASIC NEEDS | $25,000 |
| RAWHIDE YOUTH SERVICES | ||||||
| E7475 RAWHIDE ROAD | NEW LONDON | WI | 54961 | PC | BASIC NEEDS | $50,000 |
| RONALD MCDONALD HOUSE | ||||||
| 8948 WATERTOWN PLANK ROAD | WAUWATOSA | WI | 532264802 | PC | HEALTH AND HUMAN SERVICES | $15,000 |
| SECOND HARVEST HEARTLAND | ||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | PC | FOOD ASSISTANCE | $25,000 |
| SPECIAL OLYMPICS | ||||||
| W5361 EAST CALUMET SUITE D | APPLETON | WI | 54915 | PC | WELLNESS | $5,000 |
| THE LAKES-PROJECT BACKPACK | ||||||
| 153 COUNTY ROAD QQ | WAUPACA | WI | 54981 | PC | FOOD ASSISTANCE | $5,000 |
| THE SALVATION ARMY-TWIN CITIES | ||||||
| 2445 PRIOR AVENUE NORTH | ROSEVILLE | MN | 551132714 | PC | HEALTH AND HUMAN SERVICES | $10,000 |
| TWIN CITIES RISE | ||||||
| 1301 BRYANT AVE N | MINNEAPOLIS | MN | 55411 | PC | BASIC NEEDS | $10,000 |
| UNITED WAY OF SW FLORIDA | ||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | PC | OPERATIONS-DISASTER RESPONSE | $50,000 |
| WATER MISSION | ||||||
| 1150 MOLLY GREEN WAY BLDG 1605 | N CHARLESTON | SC | 29405 | PC | HEALTH AND HUMAN SERVICES | $15,000 |
| WAUPACA AREA FOOD PANTRY-MIRACLE TREE | ||||||
| 800 CHURCHILL STREET PO BOX 565 | WAUPACA | WI | 54981 | PC | FOOD ASSISTANCE | $3,000 |
| WAUPACA BREAD BASKET | ||||||
| PO BOX 364 | WAUPACA | WI | 54981 | PC | FOOD ASSISTANCE | $5,000 |
| WAUPACA COUNTY SALVATION ARMY | ||||||
| 301 BEACON AVENUE | NEW LONDON | WI | 54961 | PC | HEALTH AND HUMAN SERVICES | $10,000 |
| WI RURAL OPPORTUNITIES FOUNDATION | ||||||
| PO BOX 46522 | MADISON | WI | 53744 | PF | LITERACY | $3,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | FOOD ASSISTANCE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $761,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,427 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,262 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$54,189 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $19,268 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$169,702 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$54,189 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,737 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB SUSTAINABLE GLOBAL THEMATIC FUND CLASS ADV | $925,664 | $912,624 |
| FEDERATED HERMES SDG ENGAGEMENT EQ FUND CLASS | $387,853 | $471,281 |
| PAXELLEVATE GLOBAL WOMEN'S LEADERSHIP FUND INSTITUTIONAL | $408,301 | $458,069 |
| UBS ENGAGE FOR IMPACT FUND CL P | $507,322 | $464,925 |
| UBS INTERNATIONAL SUSTAINABLE EQUITY FUND | $525,381 | $418,781 |
| CALVERT GREEN BOND FUND CLASS I | $306,577 | $258,988 |
| CALVERT SHORT DURATION INCOME FUND CLASS I | $753,878 | $677,534 |
| TIAA-CREF CORE IMPACT BOND FUND CLASS ADVISOR | $317,284 | $258,680 |
| UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P | $615,270 | $527,164 |
| CCM COMMUNITY IMPACT BOND FUND, INSTITUTIONAL | $456,744 | $393,553 |
| STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND CLASS NL | $16,443 | $13,016 |
| JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I | $525,446 | $523,145 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI USA ESG SELECT SOCIAL INDEX ETF | $1,769,908 | $2,133,323 |
| ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF | $1,013,452 | $957,109 |
| INVESCO MSCI SUSTAINABLE FUTURE ETF | $250,622 | $170,192 |
| KRANESHARES ELEC VEHICLES & FUTURE MOBILITY INDEX ET | $216,902 | $166,195 |
| NUVEEN ESG LARGE CAP VALUE ETF | $2,221,800 | $2,046,148 |
| NUVEEN ESG LARGE CAP GROWTH ETF | $494,336 | $459,615 |
| NUVEEN ESG SMALL CAP ETF | $494,846 | $454,902 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE POLICY | AT COST | $358,840 | $647,180 |
| ARDEN VALUE ADDED REAL ESTATE INVESTORS | AT COST | $84,692 | $84,692 |
| ARDEN CREDIT FUND | AT COST | $756,218 | $756,218 |
| ARDEN III REAL ESTATE | AT COST | $444,106 | $444,106 |
| BASCOM VALUE ADDED APARTMENT INVESTORS | AT COST | $50,094 | $50,094 |
| RETHINK IMPACT FUND II | AT COST | $177,069 | $177,069 |
| RISE FUND II | AT COST | $335,756 | $335,756 |
| UBS ONCOLOGY FUND | AT COST | $156,966 | $156,966 |
| BRIDGE WORKFORCE HOUSING FUND II | AT COST | $213,965 | $213,965 |
| STRAT PARTNERS IX | AT COST | $77,069 | $77,069 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $256,070 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $500 | $0 | $500 |
| OFFICE EXPENSE & MISC | $2,480 | $0 | $2,480 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BASCOM VALUE ADDED APARTMENT INVESTORS II, LLC | $540 | $144 | $540 |
| ARDEN REAL ESTATE PARTNERS II LP | -$23,266 | $9,010 | -$23,266 |
| RISE FUND II | -$6,167 | $1,615 | -$6,167 |
| STRAT PARTNERS IX | $1,005 | $2,067 | $1,005 |
| BRIDGE WORKFORCE HOUSING FUND II | -$23,937 | -$10,479 | -$23,937 |
| RETHINK IMPACT II | -$6 | $1 | -$6 |
| ARDEN III REAL ESTATE | $16,910 | $16,910 | $16,910 |
| TAX REFUND | $1,671 | $1,671 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $139,247 | Amt |
| Net Investment Income | $139,247 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID | $50,413 | $0 | $0 |
| FOREIGN TAX PAID | $4,589 | $4,589 | $0 |
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