VICTOR AND CHRISTINE ANTHONY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VICTOR AND CHRISTINE ANTHONY FOUNDATION INC (EIN 26-0851891)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202523159349102387
Schema version
2024v5.2
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)
Return2025-11-11T16:35:40-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-07SignatureDt
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
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,488,860FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,268InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,268InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$317,066DividendsRevAndExpnssAmt
Dividends Net Invst Incm$317,066DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$573,333NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,919,490GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$573,333CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$56,865OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,018OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$844,802TotalRevAndExpnssAmt
Total Net Invst Incm$902,685TotalNetInvstIncmAmt
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$3,929AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,965AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,965AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$123,646OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$123,646OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$7,880InterestRevAndExpnssAmt
Interest Net Invst Incm$7,880InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,217TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,217TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$12,293TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12,293TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,738OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,738OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$151,703TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$135,708TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,996TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$838,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$838,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$990,203TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$135,708TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$854,496TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$145,401ExcessRevenueOverExpensesAmt
Net Investment Income$766,977NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,498,894SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,312,901SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,312,901SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,792,130CorporateStockBOYAmt
Corporate Stock EOY$6,376,506CorporateStockEOYAmt
Corporate Stock EOYFMV$7,901,808CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,428,609CorporateBondsBOYAmt
Corporate Bonds EOY$4,657,297CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,822,331CorporateBondsEOYFMVAmt
Other Investments BOY$2,897,558OtherInvestmentsBOYAmt
Other Investments EOY$3,119,458OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,451,820OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,617,191TotalAssetsBOYAmt
Total Assets EOY$15,466,162TotalAssetsEOYAmt
Total Assets EOYFMV$17,488,860TotalAssetsEOYFMVAmt
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$15,617,191RetainedEarningBOYAmt
Retained Earning EOY$15,466,162RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,617,191TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,466,162TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,617,191TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,466,162TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,617,191TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$145,401ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$15,471,790SubtotalAmt
Other Decreases$5,628OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,466,162TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAPITAL GAIN - UBS 95427$1,518,102$1,048,528$469,574$469,574
CAPITAL GAIN - UBS 95428$257,400$295,282-$37,882-$37,882
RISE FUND II$2,506$2,506$2,506
UBS ONCOLOGY FUND$2,347-$2,347-$2,347
STRAT PARTNERS IX$13,258$13,258$13,258
CAPITAL GAINS DIVIDENDS$128,224$128,224$128,224P
FieldValueIRS element (for citing)
Capital Gain Net Income$573,333CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,661InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,661SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,661TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$661TaxDueAmt

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$60,006CompensationAmt
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$13,173,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,358,770AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,451,820FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,984,356TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,984,356AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$269,765CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,714,591NetVlNoncharitableAssetsAmt
Minimum Investment Return$885,730MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$885,730MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,661TaxBasedOnInvestmentIncomeAmt
Total Tax$10,661TotalTaxAmt
Distributable Before Adj$875,069DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$875,069DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$875,069DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$854,496ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$854,496QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$875,069DistributableAsAdjustedAmt
Undistributed Income PY$825,813UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$854,496QualifyingDistributionsAmt
Applied To Year1$825,813AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,683AppliedToCurrentYearAmt
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$846,386UndistributedIncomeCYAmt
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 (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGING AND DISABILITY RESOURCE CENTER - WAUPACA COUNTY DEPARTMENT OF HEALTH
811 HARDING STREETWAUPACAWI54981N/AGOVFOOD ASSISTANCE$5,000
BABY SPACE
2438 18TH AVENUE SOUTHMINNEAPOLISMN55404N/APCNON-PROFIT OPERATIONS$5,000
CAP SERIVCES-FAMILY CRISIS CENTER
2900 HOOVER ROAD SUITE ASTEVENS POINTWI54481N/APCHEALTH AND HUMAN SERVICES$5,000
CAP SERVICES-MENTAL HEALTH NAVIGATION
2900 HOOVER ROAD SUITE ASTEVENS POINTWI54481N/APCWELLNESS$10,000
CAP SERVICES-SKILLS ENHANCEMENT
2900 HOOVER ROAD SUITE ASTEVENS POINTWI54481N/APCHEALTH AND HUMAN SERVICES$20,000
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION - FOX VALLEY CHILD ADVOCACY CEN
333 N COMMERCIAL STREET SUITE 400NEENAHWI54956N/APCWELLNESS$5,000
CREATIVE CARING HEARTS
519 HIGHLAND DRIVEWAUPACAWI54981N/APCWELLNESS$1,000
CROSSWAYS CAMPING MINISTRIES
W8160 CLOVERLEAF LAKE RDCLINTONVILLEWI54929N/APCOPERATIONS$5,000
EVERY MEAL
2723 PATTON ROADROSEVILLEMN55113N/APCFOOD ASSISTANCE$15,000
EXPONENT PHILANTHROPY
1720 N STREET NWWASHINGTONDC20036N/APCOPERATIONS$2,000
FEEDING AMERICA EASTERN WISCONSIN
2911 W EVERGREEN DRIVEAPPLETONWI54913N/APCFOOD ASSISTANCE$50,000
FOUNDATIONS FOR LIVING
1421 CHURCHILL STREETWAUPACAWI54981N/APCHEALTH AND HUMAN SERVICES$5,000
FRIENDS OF CAHOOTS
E1232 COUNTY PARK LANDWAUPACAWI54981N/APCHEALTH AND HUMAN SERVICES$20,000
GILLETTE CHILDREN'S FOUNDATION
200 UNIVERSITY AVENUE EASTSAINT PAULMN55101N/APCGILLETTE ASSISTANCE PROGRAM$50,000
GREATER MINNEAPOLIS CRISIS NURSERY
4544 4TH AVENUE SMINNEAPOLISMN55419N/APCHEALTH AND HUMAN SERVICES$10,000
HCE WAUPACA COUNTY-BOOKWORM PROJECT
811 HARDING STREETWAUPACAWI54981N/AGOVLITERACY$1,000
HUMANITY AND INCLUSION
8757 GEORGIA AVENUE SUITE 420SILVER SPRINGMD20910N/APCHEALTH AND HUMAN SERVICES$50,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847N/APCHEALTH AND HUMAN SERVICES$100,000
IOLA FOOD PANTRY
395 EAST IOLA STREETIOLAWI54945N/APCFOOD ASSISTANCE$500
LOAVES AND FISHES - MINNESOTA
721 KASOTA AVENUE SEMINNEAPOLISMN55414N/APCFOOD ASSISTANCE$10,000
LUTHERAN SOCIAL SERVICES OF WI AND UPPER MI
6737 W WASHINGTON STREETWEST ALLISWI53214N/APCHEALTH AND HUMAN SERVICES$50,000
MINNEAPOLIS FOUNDATION - DONAR ADVISED FUND
80 S 8TH STREETMINNEAPOLISMN55402N/APCOPERATIONS$50,000
MY VERY OWN BED
34 13TH AVE NE SUITE 106MINNEAPOLISMN55413N/APCWELLNESS$10,000
NEIGHBORHOOD DEVELOPMENT CENTER
625 UNIVERSITY AVESAINT PAULMN55104N/APCBASIC NEEDS$25,000
NORTHSIDE ACHIEVEMENT ZONE
2123 W BROADWAY AVE 100MINNEAPOLISMN55411N/APCBASIC NEEDS$20,000
OPEN ARMS HOME FOR CHILDREN
PO BOX 2198LITCHFIELDAZ85340N/APCBASIC NEEDS$25,000
OPEN ARMS OF MINNESOTA
2500 BLOOMINGTON AVEMINNEAPOLISMN55404N/APCBASIC NEEDS$10,000
PROJECT BACKPACK
153 COUNTY ROAD QQWAUPACAWI54981N/APCFOOD ASSISTANCE$5,000
PROJECT FOR PRIDE IN LIVING
1035 EAST FRANKLIN AVENUEMINNEAPOLISMN55404N/APCHOUSING$20,000
RAWHIDE YOUTH SERVICES
E7475 RAWHIDE ROADNEW LONDONWI54961N/APCBASIC NEEDS$50,000
RONALD MCDONALD HOUSE
8948 WATERTOWN PLANK ROADWAUWATOSAWI532264802N/APCHEALTH AND HUMAN SERVICES$15,000
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN55428N/APCFOOD ASSISTANCE$50,000
SPECIAL OLYMPICS
W5361 EAST CALUMET SUITE DAPPLETONWI54915N/APCWELLNESS$5,000
TC FOOD JUSTICE
PO BOX 18311MINNEAPOLISMN55418N/APCFOOD ASSISTANCE$5,000
TWIN CITIES RISE
1301 BRYANT AVE NMINNEAPOLISMN55411N/APCBASIC NEEDS$10,000
WATER MISSION
1150 MOLLY GREEN WAY BLDG 1605N CHARLESTONSC29405N/APCHEALTH AND HUMAN SERVICES$15,000
WAUPACA AREA FOOD PANTRY-MIRACLE TREE
800 CHURCHILL STREET PO BOX 565WAUPACAWI54981N/APCFOOD ASSISTANCE$3,000
WAUPACA BREAD BASKET
PO BOX 364WAUPACAWI54981N/APCFOOD ASSISTANCE$10,000
WAUPACA COUNTY SALVATION ARMY
301 BEACON AVENUENEW LONDONWI54961N/APCHEALTH AND HUMAN SERVICES$10,000
WAUPACA LIBRARY FOUNDATION
107 SOUTH MAIN STREETWAUPACAWI54981N/AGOVLITERACY$2,000
WINCHESTER ACADEMY
PO BOX 124WAUPACAWI54981N/APCEDUCATION$4,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001N/APCFOOD ASSISTANCE$50,000
YOUTHLINK
41 NORTH 12TH STREETMINNEAPOLISMN55403N/APCYOUTH SUPPORT$10,000
THE MINNEAPOLIS FOUNDATION
800 IDS CENTER 80 S EIGHTH STMINNEAPOLISMN55402N/APCGENERAL OPERATIONS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$838,500TotalGrantOrContriPdDurYrAmt
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$11,268ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$317,066ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Business531390BusinessCd
Unrelated Business Taxbl Incm-$79,660UnrelatedBusinessTaxblIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1,025ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$573,333ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Exclusion14ExclusionCd
Exclusion$21,770ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$79,660UnrelatedBusinessTaxblIncmAmt
Exclusion$924,462ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$844,802TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,929Amt
Net Investment Income$1,965NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,965DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AB SUSTAINABLE GLOBAL THEMATIC FUND CLASS ADV$844,192$933,780
CCM COMMUNITY IMPACT BOND FUND, INSTITUTIONAL$698,822$643,236
FEDERATED HERMES SDG ENGAGEMENT EQ FUND CLASS$373,805$471,527
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I$582,639$582,763
PAXELLEVATE GLOBAL WOMEN'S LEADERSHIP FUND INSTITUTIONAL$849,378$976,214
UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P$621,751$575,207
NUVEEN CORE IMPACT BOND FUND CLASS I$686,710$639,604

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CIBUS ANNA FUND II LP$163,617$163,617
ISHARES ESG AWARE USD CORPORATE ETF$459,047$478,960
ISHARES MSCI USA ESG SELECT SOCIAL INDEX ETF$1,085,194$1,926,107
ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF$1,763,308$1,838,248
NUSHARES ETF TR ESG HI TLD CRP$252,297$256,983
NUVEEN ESG LARGE CAP GROWTH ETF$600,440$946,987
NUVEEN ESG LARGE CAP VALUE ETF$1,276,111$1,380,391
NUVEEN ESG SMALL CAP ETF$776,492$910,515

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARDEN CREDIT FUNDAT COST$692,732$692,732
ARDEN III REAL ESTATEAT COST$406,547$406,547
ARDEN VALUE ADDED REAL ESTATE INVESTORSAT COST$60,875$60,875
BASCOM VALUE ADDED APARTMENT INVESTORSAT COST$49,908$49,908
BRIDGE WORKFORCE HOUSING FUND IIAT COST$295,573$295,573
LIFE INSURANCE POLICYAT COST$358,840$691,202
RETHINK IMPACT FUND IIAT COST$307,445$307,445
RISE FUND IIAT COST$421,411$421,411
STRAT PARTNERS IXAT COST$246,862$246,862
UBS ONCOLOGY FUNDAT COST$279,265$279,265

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST ADJUSTMENTDesc
Amt$5,628Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$246$0$246
OFFICE EXPENSE & MISC$662$0$662
MEMBERSHIP FEES$830$0$830

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BASCOM VALUE ADDED APARTMENT INVESTORS II, LLC-$788-$243-$788
ARDEN REAL ESTATE PARTNERS II LP-$37,231-$1,074-$37,231
RISE FUND II$10,295$16,427$10,295
STRAT PARTNERS IX$1,203$296$1,203
BRIDGE WORKFORCE HOUSING FUND II-$41,750-$14,465-$41,750
RETHINK IMPACT II-$2$70-$2
ARDEN III REAL ESTATE-$10,362$7-$10,362
TAX REFUND$21,770$21,770

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$123,646Amt
Net Investment Income$123,646NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$2,217Amt
Net Investment Income$2,217NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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