2025-11-11T16:35:40-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990PF 2024-01-01 260851891 THE VICTOR AND CHRISTINE ANTHONY FAMILY FOUNDATION INC VICT 7152582587 PO BOX 385 WAUPACA WI 54981 CHRISTINE ANTHONY VICE PRESIDENT/SECRETARY 7152582587 2025-11-07 1 1 KIMBERLY ANDERSON P00188889 6086628600 2025-11-07 2024 2025-03-06 01:10:19Z X 17488860 X X 11268 11268 317066 317066 573333 1919490 573333 -56865 1018 844802 902685 0 0 0 3929 1965 1965 123646 123646 0 7880 7880 0 2217 2217 0 12293 0 12293 1738 0 1738 151703 135708 15996 838500 838500 990203 135708 854496 -145401 766977 1498894 1312901 1312901 6792130 6376506 7901808 4428609 4657297 4822331 2897558 3119458 3451820 15617191 15466162 17488860 0 0 X 0 0 0 0 15617191 15466162 15617191 15466162 15617191 15466162 15617191 -145401 0 15471790 5628 15466162 CAPITAL GAIN - UBS 95427 1518102 1048528 469574 469574 CAPITAL GAIN - UBS 95428 257400 295282 -37882 -37882 RISE FUND II 2506 2506 2506 UBS ONCOLOGY FUND 2347 -2347 -2347 STRAT PARTNERS IX 13258 13258 13258 CAPITAL GAINS DIVIDENDS P 128224 128224 128224 573333 10661 0 10661 0 10661 10000 0 0 0 10000 X 0 661 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 60006 0 0 13173766 1358770 3451820 17984356 0 0 17984356 269765 17714591 885730 885730 10661 10661 875069 0 875069 0 875069 854496 0 854496 875069 825813 0 0 854496 825813 0 0 28683 0 0 0 0 0 0 0 0 846386 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 AGING AND DISABILITY RESOURCE CENTER - WAUPACA COUNTY DEPARTMENT OF HEALTH 811 HARDING STREET WAUPACA WI 54981 N/A GOV FOOD ASSISTANCE 5000 BABY SPACE 2438 18TH AVENUE SOUTH MINNEAPOLIS MN 55404 N/A PC NON-PROFIT OPERATIONS 5000 CAP SERIVCES-FAMILY CRISIS CENTER 2900 HOOVER ROAD SUITE A STEVENS POINT WI 54481 N/A PC HEALTH AND HUMAN SERVICES 5000 CAP SERVICES-MENTAL HEALTH NAVIGATION 2900 HOOVER ROAD SUITE A STEVENS POINT WI 54481 N/A PC WELLNESS 10000 CAP SERVICES-SKILLS ENHANCEMENT 2900 HOOVER ROAD SUITE A STEVENS POINT WI 54481 N/A PC HEALTH AND HUMAN SERVICES 20000 CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION - FOX VALLEY CHILD ADVOCACY CEN 333 N COMMERCIAL STREET SUITE 400 NEENAH WI 54956 N/A PC WELLNESS 5000 CREATIVE CARING HEARTS 519 HIGHLAND DRIVE WAUPACA WI 54981 N/A PC WELLNESS 1000 CROSSWAYS CAMPING MINISTRIES W8160 CLOVERLEAF LAKE RD CLINTONVILLE WI 54929 N/A PC OPERATIONS 5000 EVERY MEAL 2723 PATTON ROAD ROSEVILLE MN 55113 N/A PC FOOD ASSISTANCE 15000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 N/A PC OPERATIONS 2000 FEEDING AMERICA EASTERN WISCONSIN 2911 W EVERGREEN DRIVE APPLETON WI 54913 N/A PC FOOD ASSISTANCE 50000 FOUNDATIONS FOR LIVING 1421 CHURCHILL STREET WAUPACA WI 54981 N/A PC HEALTH AND HUMAN SERVICES 5000 FRIENDS OF CAHOOTS E1232 COUNTY PARK LAND WAUPACA WI 54981 N/A PC HEALTH AND HUMAN SERVICES 20000 GILLETTE CHILDREN'S FOUNDATION 200 UNIVERSITY AVENUE EAST SAINT PAUL MN 55101 N/A PC GILLETTE ASSISTANCE PROGRAM 50000 GREATER MINNEAPOLIS CRISIS NURSERY 4544 4TH AVENUE S MINNEAPOLIS MN 55419 N/A PC HEALTH AND HUMAN SERVICES 10000 HCE WAUPACA COUNTY-BOOKWORM PROJECT 811 HARDING STREET WAUPACA WI 54981 N/A GOV LITERACY 1000 HUMANITY AND INCLUSION 8757 GEORGIA AVENUE SUITE 420 SILVER SPRING MD 20910 N/A PC HEALTH AND HUMAN SERVICES 50000 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 560079847 N/A PC HEALTH AND HUMAN SERVICES 100000 IOLA FOOD PANTRY 395 EAST IOLA STREET IOLA WI 54945 N/A PC FOOD ASSISTANCE 500 LOAVES AND FISHES - MINNESOTA 721 KASOTA AVENUE SE MINNEAPOLIS MN 55414 N/A PC FOOD ASSISTANCE 10000 LUTHERAN SOCIAL SERVICES OF WI AND UPPER MI 6737 W WASHINGTON STREET WEST ALLIS WI 53214 N/A PC HEALTH AND HUMAN SERVICES 50000 MINNEAPOLIS FOUNDATION - DONAR ADVISED FUND 80 S 8TH STREET MINNEAPOLIS MN 55402 N/A PC OPERATIONS 50000 MY VERY OWN BED 34 13TH AVE NE SUITE 106 MINNEAPOLIS MN 55413 N/A PC WELLNESS 10000 NEIGHBORHOOD DEVELOPMENT CENTER 625 UNIVERSITY AVE SAINT PAUL MN 55104 N/A PC BASIC NEEDS 25000 NORTHSIDE ACHIEVEMENT ZONE 2123 W BROADWAY AVE 100 MINNEAPOLIS MN 55411 N/A PC BASIC NEEDS 20000 OPEN ARMS HOME FOR CHILDREN PO BOX 2198 LITCHFIELD AZ 85340 N/A PC BASIC NEEDS 25000 OPEN ARMS OF MINNESOTA 2500 BLOOMINGTON AVE MINNEAPOLIS MN 55404 N/A PC BASIC NEEDS 10000 PROJECT BACKPACK 153 COUNTY ROAD QQ WAUPACA WI 54981 N/A PC FOOD ASSISTANCE 5000 PROJECT FOR PRIDE IN LIVING 1035 EAST FRANKLIN AVENUE MINNEAPOLIS MN 55404 N/A PC HOUSING 20000 RAWHIDE YOUTH SERVICES E7475 RAWHIDE ROAD NEW LONDON WI 54961 N/A PC BASIC NEEDS 50000 RONALD MCDONALD HOUSE 8948 WATERTOWN PLANK ROAD WAUWATOSA WI 532264802 N/A PC HEALTH AND HUMAN SERVICES 15000 SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 N/A PC FOOD ASSISTANCE 50000 SPECIAL OLYMPICS W5361 EAST CALUMET SUITE D APPLETON WI 54915 N/A PC WELLNESS 5000 TC FOOD JUSTICE PO BOX 18311 MINNEAPOLIS MN 55418 N/A PC FOOD ASSISTANCE 5000 TWIN CITIES RISE 1301 BRYANT AVE N MINNEAPOLIS MN 55411 N/A PC BASIC NEEDS 10000 WATER MISSION 1150 MOLLY GREEN WAY BLDG 1605 N CHARLESTON SC 29405 N/A PC HEALTH AND HUMAN SERVICES 15000 WAUPACA AREA FOOD PANTRY-MIRACLE TREE 800 CHURCHILL STREET PO BOX 565 WAUPACA WI 54981 N/A PC FOOD ASSISTANCE 3000 WAUPACA BREAD BASKET PO BOX 364 WAUPACA WI 54981 N/A PC FOOD ASSISTANCE 10000 WAUPACA COUNTY SALVATION ARMY 301 BEACON AVENUE NEW LONDON WI 54961 N/A PC HEALTH AND HUMAN SERVICES 10000 WAUPACA LIBRARY FOUNDATION 107 SOUTH MAIN STREET WAUPACA WI 54981 N/A GOV LITERACY 2000 WINCHESTER ACADEMY PO BOX 124 WAUPACA WI 54981 N/A PC EDUCATION 4000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 N/A PC FOOD ASSISTANCE 50000 YOUTHLINK 41 NORTH 12TH STREET MINNEAPOLIS MN 55403 N/A PC YOUTH SUPPORT 10000 THE MINNEAPOLIS FOUNDATION 800 IDS CENTER 80 S EIGHTH ST MINNEAPOLIS MN 55402 N/A PC GENERAL OPERATIONS 15000 838500 0 14 11268 14 317066 531390 -79660 16 1025 14 18 573333 TAX REFUND 14 21770 -79660 924462 0 844802 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3929 1965 1965 AB SUSTAINABLE GLOBAL THEMATIC FUND CLASS ADV 844192 933780 CCM COMMUNITY IMPACT BOND FUND, INSTITUTIONAL 698822 643236 FEDERATED HERMES SDG ENGAGEMENT EQ FUND CLASS 373805 471527 JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I 582639 582763 PAXELLEVATE GLOBAL WOMEN'S LEADERSHIP FUND INSTITUTIONAL 849378 976214 UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P 621751 575207 NUVEEN CORE IMPACT BOND FUND CLASS I 686710 639604 CIBUS ANNA FUND II LP 163617 163617 ISHARES ESG AWARE USD CORPORATE ETF 459047 478960 ISHARES MSCI USA ESG SELECT SOCIAL INDEX ETF 1085194 1926107 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF 1763308 1838248 NUSHARES ETF TR ESG HI TLD CRP 252297 256983 NUVEEN ESG LARGE CAP GROWTH ETF 600440 946987 NUVEEN ESG LARGE CAP VALUE ETF 1276111 1380391 NUVEEN ESG SMALL CAP ETF 776492 910515 ARDEN CREDIT FUND AT COST 692732 692732 ARDEN III REAL ESTATE AT COST 406547 406547 ARDEN VALUE ADDED REAL ESTATE INVESTORS AT COST 60875 60875 BASCOM VALUE ADDED APARTMENT INVESTORS AT COST 49908 49908 BRIDGE WORKFORCE HOUSING FUND II AT COST 295573 295573 LIFE INSURANCE POLICY AT COST 358840 691202 RETHINK IMPACT FUND II AT COST 307445 307445 RISE FUND II AT COST 421411 421411 STRAT PARTNERS IX AT COST 246862 246862 UBS ONCOLOGY FUND AT COST 279265 279265 COST ADJUSTMENT 5628 POSTAGE 246 0 246 OFFICE EXPENSE & MISC 662 0 662 MEMBERSHIP FEES 830 0 830 BASCOM VALUE ADDED APARTMENT INVESTORS II, LLC -788 -243 -788 ARDEN REAL ESTATE PARTNERS II LP -37231 -1074 -37231 RISE FUND II 10295 16427 10295 STRAT PARTNERS IX 1203 296 1203 BRIDGE WORKFORCE HOUSING FUND II -41750 -14465 -41750 RETHINK IMPACT II -2 70 -2 ARDEN III REAL ESTATE -10362 7 -10362 TAX REFUND 21770 21770 INVESTMENT MANAGEMENT FEES 123646 123646 0 FOREIGN TAX PAID 2217 2217 0