Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
THE VICTOR AND CHRISTINE ANTHONY
FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 385   Room/suite
City or town, state, and ZIP code
WAUPACA, WI54981
A Employer identification number

26-0851891
B Telephone number (see page 10 of the instructions)

(715) 258-2587
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,162,906
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,830,694
2 Check bullet
3 Interest on savings and temporary cash investments 257,846 257,846  
4 Dividends and interest from securities...... 341,949 341,949  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -79,579
b Gross sales price for all assets on line 6a 5,520,721
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,350,910 599,795  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 5,490 290   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,778 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 54,868 54,748   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,136 55,038   0
25 Contributions, gifts, grants paid........ 855,191 855,191
26 Total expenses and disbursements. Add lines 24 and 25 920,327 55,038   855,191
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,430,583
b Net investment income (if negative, enter -0-) 544,757
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 11,011,758 8,582,230 8,582,230
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 691,663 Click to see attachment6,746,519 7,349,867
c Investments—corporate bonds (attach schedule)........ 5,950,403 Click to see attachment3,755,658 3,831,890
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 358,840 Click to see attachment358,840 398,919
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,012,664 19,443,247 20,162,906
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 18,012,664 19,443,247
30 Total net assets or fund balances (see page 17 of the
instructions).................... 18,012,664 19,443,247
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 18,012,664 19,443,247
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 18,012,664
2 Enter amount from Part I, line 27a...................... 2 1,430,583
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 19,443,247
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 19,443,247
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 25 ATWOOD OCEANICS INC.   2008-12-16 2010-02-12
b 12 BUCRYUS INTL   2008-06-16 2010-02-12
c 194 ADVANCED BATTERY TECHNOLOGIES, INC.   2009-08-27 2010-02-18
d 32 WORLD FUEL SVCS CP   2008-06-16 2010-02-18
e 42 LSB INDUSTRIES, INC.   2008-06-16 2010-02-18
159 SYNAPTICS INCORPORATED   2008-06-16 2010-02-18
86 ATWOOD OCEANICS INC.   2008-12-16 2010-02-19
85 BUCRYUS INTL   2008-06-16 2010-02-22
77 FUEL SYSTEMS SOLUTIONS INC   2009-04-01 2010-02-22
117 WORLD FUEL SVCS CP   2008-06-16 2010-02-22
154 DIAMOND FOODS, INC.   2010-02-12 2010-03-01
15,562.759 BAIRD SHORT-TERM BOND INSTITUTIONAL CLASS   2009-12-17 2010-03-11
98,041.667 PNC LIMITED MATURITY BOND FUND INST   2009-09-10 2010-03-11
60 KIMBERLY-CLARK CORP   2010-03-12 2010-03-17
11 APPLE INC   2010-03-12 2010-03-18
2 GOOGLE INC. CL A   2010-03-12 2010-03-18
39 INTL BUSINESS MACHINES   2010-03-12 2010-03-19
95 MICROSOFT CORP.   2010-03-12 2010-03-19
153 ASTEC INDUSTRIES INC   2008-06-16 2010-03-24
16 ASTEC INDUSTRIES INC   2010-03-12 2010-03-24
470 GRAHAM CORP   2008-10-21 2010-03-24
374 ATWOOD OCEANICS INC.   2008-12-16 2010-03-25
40 ATWOOD OCEANICS INC.   2010-03-12 2010-03-25
8 GOOGLE INC. CL A   2010-03-12 2010-03-25
88 MERCK CO INC.   2010-03-12 2010-03-25
148 GULFMARK OFFSHORE, INC CLASS A   2008-06-16 2010-03-26
215 GULFMARK OFFSHORE, INC CLASS A   2009-03-11 2010-03-26
19 GULFMARK OFFSHORE, INC CLASS A   2010-03-12 2010-03-26
144 COMPUTER PROGRAMS AND SYSTEMS   2009-03-19 2010-03-30
11 COMPUTER PROGRAMS AND SYSTEMS   2010-03-12 2010-03-30
25 GOLDMAN SACHS GROUP INC.   2010-03-12 2010-04-07
64 GILEAD SCIENCES INC.   2010-03-12 2010-04-09
70 JOHNSON & JOHNSON   2010-03-12 2010-04-15
91 VERIZON COMMUNICATIONS ODDLOT TENDER   2010-03-12 2010-04-15
76 EXPRESS SCRIPTS INC.   2010-03-12 2010-04-15
53 MEDCOHEALTH SOLUTIONS   2010-03-12 2010-04-15
121 MERCK CO INC.   2010-03-12 2010-04-15
142 ADOBE SYSTEMS INC.   2010-03-12 2010-04-16
94 EXPRESS SCRIPTS INC.   2010-03-12 2010-04-16
33 MEDCOHEALTH SOLUTIONS   2010-03-12 2010-04-16
211 MERCK CO INC.   2010-03-12 2010-04-16
22 INTL BUSINESS MACHINES   2010-03-12 2010-04-22
45 AMERICAN TOWER CORP CL A   2010-03-12 2010-04-29
13 GOOGLE INC. CL A   2010-03-12 2010-04-29
17 INTL BUSINESS MACHINES   2010-03-12 2010-04-29
149 PHILIP MORRIS INTL   2010-03-12 2010-04-29
38 WHIRLPOOL CORP   2010-03-12 2010-04-30
46 GOLDMAN SACHS GROUP INC.   2010-03-12 2010-05-03
199 BUCRYUS INTL   2008-06-16 2010-05-04
25 BUCRYUS INTL   2010-03-12 2010-05-04
20 NATIONAL INSTRUMENTS CORP.   2010-04-28 2010-05-07
51 GOLDMAN SACHS GROUP INC.   2010-03-12 2010-05-10
471 MICROSOFT CORP.   2010-03-12 2010-05-10
62 VISA INC.   2010-03-12 2010-05-10
34,131.231 BAIRD SHORT-TERM BOND INSTITUTIONAL CLASS   2009-12-17 2010-05-12
19,612.647 PNC LIMITED MATURITY BOND FUND INST   2009-09-10 2010-05-12
552 IMPERIAL SUGAR COMPANY   2010-02-22 2010-05-14
155 IMPERIAL SUGAR COMPANY   2010-05-13 2010-05-14
1,105 CITIGROUP INC.   2010-04-09 2010-05-17
176 MATTEL, INC.   2010-03-12 2010-05-18
273 SUPERVALU INC.   2010-03-12 2010-05-18
4 CITIGROUP INC.   2010-04-09 2010-05-19
1,031 CITIGROUP INC.   2010-04-15 2010-05-19
332 CITIGROUP INC.   2010-05-13 2010-05-19
285 GENERAL ELECTRIC CO.   2010-03-18 2010-05-21
116 TRANSOCEAN, INC.   2010-03-12 2010-05-21
23 TRANSOCEAN, INC.   2010-05-13 2010-05-21
154 GENERAL ELECTRIC CO.   2010-03-18 2010-05-25
113 GENERAL ELECTRIC CO.   2010-03-19 2010-05-25
2 GENERAL ELECTRIC CO.   2010-03-25 2010-05-25
125 GENERAL ELECTRIC CO.   2010-03-25 2010-06-02
256 GENERAL ELECTRIC CO.   2010-04-16 2010-06-02
93 GENERAL ELECTRIC CO.   2010-05-13 2010-06-02
352 EL PASO ELECTRIC CO   2009-09-04 2010-06-04
31 EL PASO ELECTRIC CO   2010-03-12 2010-06-04
86 EL PASO ELECTRIC CO   2010-05-13 2010-06-04
19 CUMMINS INC.   2010-03-12 2010-06-04
48 GENERAL DYNAMICS   2010-03-12 2010-06-04
31 3M COMPANY   2010-03-12 2010-06-04
20,730.466 BAIRD SHORT-TERM BOND INSTITUTIONAL CLASS   2009-12-17 2010-06-07
9,799.119 PNC LIMITED MATURITY BOND FUND INST   2009-09-10 2010-06-07
483 CBS CORP CL B   2010-03-12 2010-06-10
297 SUPERVALU INC.   2010-03-12 2010-06-10
79 SUPERVALU INC.   2010-05-13 2010-06-10
37 SUPERVALU INC.   2010-06-07 2010-06-10
35 WHIRLPOOL CORP   2010-03-12 2010-06-10
3 WHIRLPOOL CORP   2010-05-13 2010-06-10
5 WHIRLPOOL CORP   2010-06-07 2010-06-10
129 GENERAL DYNAMICS   2010-03-12 2010-06-10
23 GENERAL DYNAMICS   2010-05-13 2010-06-10
24 GENERAL DYNAMICS   2010-06-07 2010-06-10
75 3M COMPANY   2010-03-12 2010-06-10
89 UNITED TECHNOLOGIES CORP.   2010-03-12 2010-06-10
285 CBS CORP CL B   2010-03-12 2010-06-22
29 CBS CORP CL B   2010-05-13 2010-06-22
83 CBS CORP CL B   2010-06-07 2010-06-22
34 FURIEX PHARMACEUTICALS, INC.   2010-03-12 2010-06-23
3 FURIEX PHARMACEUTICALS, INC.   2010-05-13 2010-06-23
19 APPLE INC   2010-03-12 2010-06-28
163 BB&T CORP   2010-03-12 2010-06-29
72 BB&T CORP   2010-03-19 2010-06-29
19 BB&T CORP   2010-05-13 2010-06-29
26 BB&T CORP   2010-06-07 2010-06-29
135 CARNIVAL PAIRED CERTIFICATES   2010-04-29 2010-06-29
20 CARNIVAL PAIRED CERTIFICATES   2010-06-07 2010-06-29
99 BOK FINANCIAL CP NEW   2010-03-12 2010-06-30
10 BOK FINANCIAL CP NEW   2010-05-13 2010-06-30
10 BOK FINANCIAL CP NEW   2010-06-07 2010-06-30
368 VALERO REFING & MARKETING CO.   2010-03-12 2010-06-30
83 BANK OF AMERICA CORP.   2010-03-12 2010-07-14
126 WALT DISNEY HLDG CO   2010-03-12 2010-07-14
65 GILEAD SCIENCES INC.   2010-03-12 2010-07-14
106 BOEING CO.   2010-03-12 2010-07-19
46 CUMMINS INC.   2010-03-12 2010-07-19
135 GILEAD SCIENCES INC.   2010-03-12 2010-07-19
26 GILEAD SCIENCES INC.   2010-05-13 2010-07-19
92 UNION PACIFIC CORP.   2010-03-12 2010-07-19
50 UNITED PARCEL SERVICE INC.   2010-04-29 2010-07-19
151 VALE S.A.   2010-04-16 2010-07-19
62 VALE S.A.   2010-04-29 2010-07-19
227 BANK OF AMERICA CORP.   2010-03-12 2010-07-22
199 VALERO REFING & MARKETING CO.   2010-03-12 2010-07-23
40 VALERO REFING & MARKETING CO.   2010-05-13 2010-07-23
67 VALERO REFING & MARKETING CO.   2010-06-07 2010-07-23
43 FRONTIER COMMUNICATIONS CORP   2010-03-12 2010-07-26
4 FRONTIER COMMUNICATIONS CORP   2010-05-13 2010-07-26
4 FRONTIER COMMUNICATIONS CORP   2010-06-07 2010-07-26
188 DOW CHEMICAL CO   2010-03-12 2010-08-05
26 PRECISION CASTPARTS CORP   2010-03-12 2010-08-11
29 SALESFORCE.COM INC   2010-03-12 2010-08-13
56 VISA INC.   2010-03-12 2010-08-13
6 VISA INC.   2010-05-13 2010-08-13
9 VISA INC.   2010-06-02 2010-08-13
46 DU PONT E I DE NEMOUR & CO.   2010-03-12 2010-08-20
54 J P MORGAN CHASE & CO.   2010-03-12 2010-08-20
532 NOKIA CORP   2010-03-12 2010-08-20
57 NOKIA CORP   2010-05-13 2010-08-20
73 NOKIA CORP   2010-06-07 2010-08-20
68 CUMMINS INC.   2010-03-12 2010-08-30
10 CUMMINS INC.   2010-06-07 2010-08-30
86 WALT DISNEY HLDG CO   2010-03-12 2010-08-30
272 FORD MOTOR CO. NEW   2010-03-12 2010-08-30
97 MEDCOHEALTH SOLUTIONS   2010-03-12 2010-08-30
71 OCCIDENTAL PETE CORP   2010-03-12 2010-08-30
24 PRECISION CASTPARTS CORP   2010-03-12 2010-08-30
86 PNC FINANCIAL CORP   2010-03-12 2010-08-30
10 PNC FINANCIAL CORP   2010-05-13 2010-08-30
16 PNC FINANCIAL CORP   2010-06-07 2010-08-30
37 VISA INC.   2010-06-02 2010-08-30
112 HEWLETT-PACKARD CO.   2010-03-12 2010-09-09
282 ADVANCED BATTERY TECHNOLOGIES, INC.   2009-08-27 2010-09-13
439 ASCENT SOLAR TECHNOLOGIES, INC.   2008-06-16 2010-09-13
63 BALCHEM CORP   2010-02-18 2010-09-13
85 CALGON CARBON CP   2009-07-29 2010-09-13
48 CADIZ INC   2009-08-27 2010-09-13
244 CECO ENVIRONMENTAL CORP   2008-06-16 2010-09-13
51 CHINA GREEN AGRICULTURE INC   2010-03-02 2010-09-13
42 L.B. FOSTER COMPANY   2008-06-16 2010-09-13
99 FUEL SYSTEMS SOLUTIONS INC   2009-04-01 2010-09-13
60 GENESEE & WYOMING INC. CL A   2008-06-16 2010-09-13
251 SMARTHEAT INC.   2010-03-30 2010-09-13
15 HEALTH MANAGEMENT SYSTEMS, INC.   2010-04-09 2010-09-13
65 ZHONGPIN INC   2009-05-29 2010-09-13
117 HQ SUSTAINABLE MARITIME INDUSTRIES, INC.   2008-06-16 2010-09-13
43 HAWKINS, INC   2010-06-16 2010-09-13
38 WORLD FUEL SVCS CP   2008-06-16 2010-09-13
44 LAYNE CHRISTENSEN COMPANY   2008-06-16 2010-09-13
190 L&L ENERGY INC   2010-03-29 2010-09-13
54 LIFE PARTNERS HOLDINGS, INC.   2008-10-17 2010-09-13
149 LSB INDUSTRIES, INC.   2008-06-16 2010-09-13
70 NUTRACEUTICAL INTERNATIONAL CORP.   2010-05-17 2010-09-13
40 PETMED EXPRESS, INC.   2010-03-31 2010-09-13
17 PORTFOLIO RECOVERY ASSOCIATES   2010-05-17 2010-09-13
212 BANK OF AMERICA CORP.   2010-03-12 2010-09-13
28 VISA INC.   2010-06-11 2010-09-13
103 ABAXIS INC.   2010-04-28 2010-09-13
270 ANGIODYNAMICS, INC   2010-04-28 2010-09-13
97 ANSYS INC.   2010-04-28 2010-09-13
77 ARCSLIGHT INC.   2010-04-28 2010-09-13
235 BEACON ROOFING SUPPLY INC   2010-04-28 2010-09-13
135 BIO-REFERENCE LABS, INC   2010-04-28 2010-09-13
188 CHEESECAKE FACTORY INC.   2010-04-28 2010-09-13
82 CASS INFORMATION SYSTEMS, INC.   2010-04-28 2010-09-13
76 CABOT MICROELECTRONICS CORP.   2010-04-28 2010-09-13
129 CHEMED CORP   2010-04-28 2010-09-13
50 CONCUR TECHNOLOGIES, INC.   2010-04-28 2010-09-13
452 CEPHEID   2010-04-28 2010-09-13
21 CAPELLA E   2010-04-28 2010-09-13
53 COSTAR GROUP, INC.   2010-04-28 2010-09-13
86 CONSTANT CONTACT, INC.   2010-04-28 2010-09-13
81 DYNAMEX INC   2010-04-28 2010-09-13
371 DIGI INTERNATIONAL INC   2010-04-28 2010-09-13
182 ECHELON CORP   2010-04-28 2010-09-13
85 FARO TECHNOLOGIES, INC.   2010-04-28 2010-09-13
46 F5 NETWORKS   2010-04-28 2010-09-13
110 FORRESTER RESH INC   2010-04-28 2010-09-13
85 FORWARD AIR CORP.   2010-04-28 2010-09-13
320 GENTEX CORP   2010-04-28 2010-09-13
180 GUIDANCE SOFTWARE, INC.   2010-04-28 2010-09-13
334 INNERWORKINGS, INC.   2010-04-28 2010-09-13
90 IPC HOSPITALIST COMPANY, INC.   2010-04-28 2010-09-13
250 LKQ CORP - LKQ CORP COMMON STOCK   2010-04-28 2010-09-13
245 LANDEC CORP   2010-04-28 2010-09-13
77 GRAND CANYON EDUCATION INC   2010-05-07 2010-09-13
96 MEDNAX INC   2010-04-28 2010-09-13
249 ALLSCRIPTS HEALTHCARE SOLUTIONS, INC.   2010-04-28 2010-09-13
110 MOBILE MINI, INC.   2010-04-28 2010-09-13
73 MAXIMUS   2010-04-28 2010-09-13
74 MEDTOX SCIENTIFIC, INC.   2010-04-28 2010-09-13
200 NATIONAL INSTRUMENTS CORP.   2010-04-28 2010-09-13
161 NEOGEN CORP   2010-04-28 2010-09-13
100 NAPCO SECURITY TECHNOLOGIES, INC.   2010-05-11 2010-09-13
126 POWER INTEGRATIONS INC   2010-04-28 2010-09-13
122 PORTFOLIO RECOVERY ASSOCIATES   2010-04-28 2010-09-13
42 QUALITY SYSTEMS INC   2010-04-28 2010-09-13
161 RITCHIE BROS AUCTION   2010-04-28 2010-09-13
227 RESOURCES CONNECTION, INC   2010-04-28 2010-09-13
300 ROLLINS INC   2010-04-28 2010-09-13
97 RUDOLPH TECHNOLOGIES INC   2010-04-28 2010-09-13
280 SEMTECH CORP   2010-04-28 2010-09-13
154 STRATASYS, INC.   2010-04-28 2010-09-13
62 TECHNE CORP.   2010-04-28 2010-09-13
87 TELVENT GIT, S.A.   2010-04-28 2010-09-13
163 DEALERTRACK HOLDINGS, INC.   2010-04-28 2010-09-13
159 THE ULTIMATE SOFTWARE GROUP   2010-04-28 2010-09-13
211 UNITED NATURAL FOODS INC.   2010-04-28 2010-09-13
31 USANA HEALTH SCIENCES INC   2010-04-28 2010-09-13
75 UNIVERSAL TECHNICAL INSTITUTE   2010-04-28 2010-09-13
134 VERINT SYS INC   2010-04-28 2010-09-13
170 ZOLTEC COMPANIES, INC.   2010-04-28 2010-09-13
8,807.247 ARTISAN INTERNATIONAL   2010-03-11 2010-09-16
26,641.906 BAIRD SHORT-TERM BOND INSTITUTIONAL CLASS   2009-12-17 2010-09-16
4,379.300 FIDELITY NEW MARKETS INCOME   2010-03-11 2010-09-16
7,011.768 LAZARD EMERGING MARKETS EQUITY INST   2010-03-11 2010-09-16
41,478.810 MADISON MOSAIC INSTITUTIONAL BOND FUND   2009-12-17 2010-09-16
19,744.899 PNC LIMITED MATURITY BOND FUND INST   2009-09-10 2010-09-16
22,214.721 PIMCO TOTAL RETURN INSTL   2008-05-14 2010-09-16
7,824.798 FIRST EAGLE SOGEN OVERSEAS INSTL   2010-03-11 2010-09-16
6,085.193 SCOUT INTERNATIONAL   2010-03-11 2010-09-16
715 VANGUARD VALUE ETF   2008-05-14 2010-09-16
2,234 VANGUARD VALUE ETF   2008-05-14 2010-09-16
819 VANGUARD VALUE ETF   2010-03-11 2010-09-16
800 VANGUARD VALUE ETF   2010-03-11 2010-09-16
100 VANGUARD VALUE ETF   2010-03-11 2010-09-16
100 VANGUARD VALUE ETF   2010-03-11 2010-09-16
100 VANGUARD VALUE ETF   2010-03-11 2010-09-16
100 VANGUARD VALUE ETF   2010-03-11 2010-09-16
100 VANGUARD VALUE ETF   2010-03-11 2010-09-16
100 VANGUARD VALUE ETF   2010-03-11 2010-09-16
2,945 VANGUARD GROWTH ETF   2008-05-14 2010-09-16
255 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
345 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
155 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
45 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
200 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
137 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
100 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
18 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
82 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
100 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
70 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
30 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
100 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
63 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
37 VANGUARD GROWTH ETF   2010-03-11 2010-09-16
96 TIME WARNER CABLE, INC.   2010-08-03 2010-09-17
142 BANK OF AMERICA CORP.   2010-03-12 2010-09-21
149 CISCO SYSTEMS INC.   2010-03-12 2010-09-27
188 BANK OF AMERICA CORP.   2010-03-12 2010-10-01
278 L.B. FOSTER COMPANY   2008-06-16 2010-10-04
37 L.B. FOSTER COMPANY   2010-03-12 2010-10-04
81 L.B. FOSTER COMPANY   2010-05-13 2010-10-04
91 L.B. FOSTER COMPANY   2010-06-07 2010-10-04
285 PETMED EXPRESS, INC.   2010-03-31 2010-10-08
64 PETMED EXPRESS, INC.   2010-05-13 2010-10-08
73 PETMED EXPRESS, INC.   2010-06-07 2010-10-08
8 APPLE INC   2010-03-12 2010-10-13
12 AMERICAN TOWER CORP CL A   2010-03-12 2010-10-13
4 AMAZON.COM, INC.   2010-09-21 2010-10-13
23 BOEING CO.   2010-03-12 2010-10-13
27 PEABODY ENERGY CORP   2010-06-28 2010-10-13
14 CELGENE CORP   2010-03-12 2010-10-13
84 CISCO SYSTEMS INC.   2010-03-12 2010-10-13
22 DU PONT E I DE NEMOUR & CO.   2010-03-25 2010-10-13
26 WALT DISNEY HLDG CO   2010-03-12 2010-10-13
43 DOW CHEMICAL CO   2010-03-12 2010-10-13
38 DIRECTV GROUP INC   2010-03-12 2010-10-13
15 EXPRESS SCRIPTS INC.   2010-03-12 2010-10-13
88 FORD MOTOR CO. NEW   2010-03-12 2010-10-13
3 GOOGLE INC. CL A   2010-03-12 2010-10-13
4 GOLDMAN SACHS GROUP INC.   2010-07-30 2010-10-13
44 HEWLETT-PACKARD CO.   2010-03-12 2010-10-13
9 INTL BUSINESS MACHINES   2010-03-12 2010-10-13
55 J P MORGAN CHASE & CO.   2010-03-12 2010-10-13
15 LAS VEGAS SANDS CORP   2010-09-22 2010-10-13
13 MCDONALDS CORP   2010-08-13 2010-10-13
14 METLIFE INC.   2010-08-03 2010-10-13
18 3M COMPANY   2010-03-12 2010-10-13
37 MERCK CO INC.   2010-06-17 2010-10-13
89 ORACLE CORP   2010-03-12 2010-10-13
17 OCCIDENTAL PETE CORP   2010-03-12 2010-10-13
4 PRECISION CASTPARTS CORP   2010-03-12 2010-10-13
19 SCHLUMBERGER LTD   2010-05-03 2010-10-13
19 TEVA PHARMACEUTICALS ADR INDS LTD   2010-03-12 2010-10-13
24 UNION PACIFIC CORP.   2010-03-12 2010-10-13
21 UNITED PARCEL SERVICE INC.   2010-04-29 2010-10-13
17 UNITED TECHNOLOGIES CORP.   2010-03-12 2010-10-13
8 VISA INC.   2010-06-11 2010-10-13
16 VALE S.A.   2010-04-29 2010-10-13
12 VALE S.A.   2010-05-13 2010-10-13
2,261.191 ARTISAN INTERNATIONAL   2010-03-11 2010-10-13
3,575.714 BAIRD SHORT-TERM BOND INSTITUTIONAL CLASS   2009-12-17 2010-10-13
1,154.606 HARBOR HIGH-YIELD BOND INST   2009-05-13 2010-10-13
1,100.046 LAZARD EMERGING MARKETS EQUITY INST   2010-03-11 2010-10-13
9,058.296 MADISON MOSAIC INSTITUTIONAL BOND FUND   2009-12-17 2010-10-13
200.000 ISHARES SILVER TRUST   2010-05-12 2010-10-13
100.000 ISHARES SILVER TRUST   2010-05-12 2010-10-13
100.000 ISHARES SILVER TRUST   2010-05-12 2010-10-13
48.000 ISHARES SILVER TRUST   2010-05-12 2010-10-13
1,559.020 SCOUT INTERNATIONAL   2010-03-11 2010-10-13
84 BANK OF AMERICA CORP.   2010-03-12 2010-10-15
124 BANK OF AMERICA CORP.   2010-03-19 2010-10-15
93 BANK OF AMERICA CORP.   2010-05-13 2010-10-15
129 BANK OF AMERICA CORP.   2010-06-07 2010-10-15
66 CAPITAL ONE FINANCIAL   2010-03-12 2010-10-15
179 J P MORGAN CHASE & CO.   2010-03-12 2010-10-15
26 MEDCOHEALTH SOLUTIONS   2010-03-12 2010-10-22
16 MEDCOHEALTH SOLUTIONS   2010-05-13 2010-10-22
15 MEDCOHEALTH SOLUTIONS   2010-06-07 2010-10-22
61 MEDCOHEALTH SOLUTIONS   2010-07-19 2010-10-22
7 J P MORGAN CHASE & CO.   2010-03-12 2010-11-03
59 J P MORGAN CHASE & CO.   2010-04-15 2010-11-03
251 FUEL SYSTEMS SOLUTIONS INC   2009-04-01 2010-11-05
67 3M COMPANY   2010-03-12 2010-11-09
11 3M COMPANY   2010-05-13 2010-11-09
106 BOEING CO.   2010-03-12 2010-11-15
545 CISCO SYSTEMS INC.   2010-03-12 2010-11-15
91 CISCO SYSTEMS INC.   2010-03-12 2010-11-17
115 CISCO SYSTEMS INC.   2010-05-13 2010-11-17
70 CISCO SYSTEMS INC.   2010-06-07 2010-11-17
49 HEWLETT-PACKARD CO.   2010-03-12 2010-12-02
65 TEVA PHARMACEUTICALS ADR INDS LTD   2010-03-12 2010-12-02
76 CELGENE CORP   2010-03-12 2010-12-10
16 CELGENE CORP   2010-06-07 2010-12-10
92 DIRECTV GROUP INC   2010-03-12 2010-12-10
37 NEFTLIX.COM INC   2010-09-22 2010-12-15
38 TEVA PHARMACEUTICALS ADR INDS LTD   2010-03-12 2010-12-20
36 TEVA PHARMACEUTICALS ADR INDS LTD   2010-03-25 2010-12-20
26 TEVA PHARMACEUTICALS ADR INDS LTD   2010-05-13 2010-12-20
14 TEVA PHARMACEUTICALS ADR INDS LTD   2010-09-09 2010-12-20
40 VISA INC.   2010-06-11 2010-12-20
37 VISA INC.   2010-07-14 2010-12-20
70 CATEPILLAR   2010-03-12 2010-12-22
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 829   405 424
b 691   930 -239
c 749   796 -47
d 752   382 370
e 617   827 -210
4,364   4,686 -322
2,877   1,395 1,482
5,345   6,590 -1,245
2,220   1,141 1,079
2,779   1,395 1,384
5,583   5,906 -323
150,000   149,874 126
1,000,000   999,077 923
3,629   3,610 19
2,463   2,494 -31
1,134   1,166 -32
4,970   4,992 -22
2,806   2,776 30
4,784   5,405 -621
500   461 39
8,868   10,187 -1,319
12,394   6,064 6,330
1,326   1,472 -146
4,551   4,665 -114
3,348   3,239 109
3,934   9,672 -5,738
5,714   3,581 2,133
505   539 -34
5,692   4,505 1,187
435   429 6
4,403   4,400 3
2,923   3,030 -107
4,572   4,487 85
2,692   2,701 -9
3,783   3,768 15
3,278   3,423 -145
4,369   4,454 -85
4,783   5,001 -218
4,666   4,660 6
2,036   2,131 -95
7,476   7,767 -291
2,825   2,816 9
1,848   1,961 -113
6,882   7,581 -699
2,224   2,176 48
7,418   7,456 -38
4,159   3,271 888
6,914   8,096 -1,182
11,446   15,428 -3,982
1,438   1,622 -184
630   673 -43
7,244   8,975 -1,731
13,612   13,762 -150
5,354   5,781 -427
330,000   328,695 1,305
200,000   199,859 141
6,272   8,799 -2,527
1,761   1,903 -142
4,233   5,022 -789
3,939   3,965 -26
3,803   4,608 -805
15   18 -3
3,871   5,051 -1,180
1,247   1,371 -124
4,652   5,167 -515
6,905   9,946 -3,041
1,369   1,575 -206
2,415   2,792 -377
1,772   2,037 -265
31   37 -6
2,009   2,325 -316
4,115   4,826 -711
1,495   1,699 -204
6,705   6,002 703
591   635 -44
1,638   1,837 -199
1,270   1,140 130
3,174   3,528 -354
2,384   2,515 -131
200,000   199,641 359
100,000   99,856 144
6,878   7,003 -125
3,656   5,013 -1,357
973   1,110 -137
456   455 1
3,425   3,013 412
294   334 -40
489   463 26
8,229   9,481 -1,252
1,467   1,706 -239
1,531   1,491 40
5,719   6,085 -366
5,781   6,354 -573
4,196   4,132 64
427   445 -18
1,222   1,114 108
379   308 71
21   31 -10
5,102   4,307 795
4,431   4,993 -562
1,957   2,295 -338
517   677 -160
707   751 -44
4,051   5,795 -1,744
600   692 -92
4,726   4,638 88
477   561 -84
477   492 -15
6,635   7,466 -831
1,292   1,415 -123
4,329   4,223 106
2,276   3,077 -801
6,641   7,389 -748
3,220   2,759 461
4,448   6,391 -1,943
857   1,039 -182
6,253   6,685 -432
3,014   3,490 -476
3,712   5,020 -1,308
1,524   1,954 -430
3,096   3,870 -774
3,373   4,038 -665
678   828 -150
1,136   1,147 -11
326   337 -11
27   27 0
32   30 2
4,693   5,630 -937
3,084   3,150 -66
2,818   2,204 614
4,069   5,221 -1,152
436   523 -87
654   636 18
1,853   1,633 220
2,010   2,344 -334
4,831   7,884 -3,053
518   624 -106
663   683 -20
5,053   4,079 974
743   630 113
2,805   2,883 -78
3,117   3,582 -465
4,360   6,265 -1,905
5,298   5,793 -495
2,744   2,907 -163
4,365   5,012 -647
508   687 -179
812   935 -123
2,599   2,616 -17
4,345   5,845 -1,500
984   1,157 -173
1,387   5,691 -4,304
1,625   1,374 251
1,114   1,026 88
489   582 -93
1,403   1,519 -116
432   781 -349
1,210   1,543 -333
3,524   1,467 2,057
2,556   2,301 255
1,581   3,123 -1,542
853   779 74
968   702 266
323   1,673 -1,350
1,353   1,156 197
988   453 535
1,068   2,118 -1,050
1,651   2,110 -459
699   1,228 -529
2,634   2,932 -298
969   1,088 -119
680   898 -218
1,176   1,182 -6
2,949   3,614 -665
1,832   2,117 -285
2,015   2,753 -738
3,758   4,300 -542
4,044   4,382 -338
3,380   1,880 1,500
3,466   5,139 -1,673
2,662   3,202 -540
4,946   5,369 -423
2,667   2,632 35
2,312   2,974 -662
6,889   7,049 -160
2,511   2,129 382
8,118   9,256 -1,138
1,313   1,993 -680
2,380   2,360 20
1,711   2,226 -515
1,034   1,427 -393
3,079   3,987 -908
1,511   1,799 -288
1,570   2,184 -614
4,481   3,222 1,259
3,518   3,573 -55
2,253   2,355 -102
6,010   6,877 -867
960   1,069 -109
1,914   2,040 -126
2,355   2,671 -316
4,995   5,282 -287
1,377   1,521 -144
1,364   1,884 -520
4,843   5,339 -496
4,395   5,266 -871
1,720   1,849 -129
4,140   4,625 -485
824   944 -120
6,136   6,725 -589
5,076   4,215 861
179   229 -50
3,549   5,398 -1,849
8,439   7,908 531
2,545   2,797 -252
3,048   3,687 -639
2,631   4,190 -1,559
6,558   6,672 -114
770   985 -215
4,908   5,263 -355
3,479   4,156 -677
3,744   4,001 -257
1,764   2,543 -779
2,644   2,727 -83
5,691   5,726 -35
7,300   6,035 1,265
1,300   1,148 152
1,322   1,824 -502
3,296   3,672 -376
1,612   1,737 -125
175,000   175,969 -969
260,000   256,570 3,430
70,000   67,276 2,724
140,000   129,173 10,827
460,000   448,801 11,199
202,360   201,207 1,153
255,000   240,597 14,403
165,000   158,159 6,841
180,000   179,635 365
34,676   45,440 -10,764
108,343   141,977 -33,634
39,719   40,486 -767
38,798   39,546 -748
4,850   4,943 -93
4,850   4,943 -93
4,850   4,943 -93
4,850   4,943 -93
4,850   4,943 -93
4,850   4,943 -93
157,844   187,399 -29,555
13,667   13,906 -239
18,491   18,814 -323
8,308   8,453 -145
2,412   2,454 -42
10,720   10,907 -187
7,343   7,471 -128
5,360   5,453 -93
965   982 -17
4,395   4,472 -77
5,360   5,453 -93
3,752   3,817 -65
1,608   1,636 -28
5,360   5,453 -93
3,377   3,436 -59
1,983   2,018 -35
4,947   5,635 -688
1,964   2,421 -457
3,315   3,860 -545
2,506   3,205 -699
7,784   10,212 -2,428
1,036   1,147 -111
2,268   2,498 -230
2,548   2,427 121
4,676   6,397 -1,721
1,050   1,361 -311
1,198   1,326 -128
2,411   1,814 597
608   523 85
622   610 12
1,656   1,603 53
1,404   1,151 253
816   858 -42
1,955   2,176 -221
1,032   848 184
911   872 39
1,281   1,288 -7
1,609   1,319 290
720   744 -24
1,211   1,159 52
1,636   1,749 -113
621   610 11
1,849   2,296 -447
1,268   1,152 116
2,213   2,387 -174
587   485 102
987   940 47
561   593 -32
1,611   1,460 151
1,379   1,315 64
2,553   2,230 323
1,442   1,387 55
530   485 45
1,225   1,340 -115
1,030   1,168 -138
2,087   1,744 343
1,456   1,466 -10
1,265   1,214 51
614   605 9
524   504 20
393   348 45
49,000   45,179 3,821
35,000   34,435 565
12,820   10,844 1,976
24,000   20,265 3,735
101,000   98,011 2,989
4,678   3,844 834
2,339   1,922 417
2,339   1,922 417
1,123   922 201
49,000   46,022 2,978
1,016   1,432 -416
1,499   2,097 -598
1,124   1,595 -471
1,560   1,918 -358
2,525   2,650 -125
6,705   7,768 -1,063
1,334   1,679 -345
821   944 -123
770   879 -109
3,130   3,386 -256
261   304 -43
2,200   2,821 -621
9,014   3,718 5,296
5,725   5,436 289
940   954 -14
6,757   7,389 -632
10,928   14,120 -3,192
1,781   2,358 -577
2,251   2,975 -724
1,370   1,597 -227
2,094   2,557 -463
3,249   3,997 -748
4,365   4,659 -294
919   863 56
3,694   3,194 500
6,549   5,676 873
1,948   2,337 -389
1,845   2,307 -462
1,333   1,520 -187
718   762 -44
2,704   3,024 -320
2,501   2,826 -325
6,603   4,212 2,391
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       424
b       -239
c       -47
d       370
e       -210
      -322
      1,482
      -1,245
      1,079
      1,384
      -323
      126
      923
      19
      -31
      -32
      -22
      30
      -621
      39
      -1,319
      6,330
      -146
      -114
      109
      -5,738
      2,133
      -34
      1,187
      6
      3
      -107
      85
      -9
      15
      -145
      -85
      -218
      6
      -95
      -291
      9
      -113
      -699
      48
      -38
      888
      -1,182
      -3,982
      -184
      -43
      -1,731
      -150
      -427
      1,305
      141
      -2,527
      -142
      -789
      -26
      -805
      -3
      -1,180
      -124
      -515
      -3,041
      -206
      -377
      -265
      -6
      -316
      -711
      -204
      703
      -44
      -199
      130
      -354
      -131
      359
      144
      -125
      -1,357
      -137
      1
      412
      -40
      26
      -1,252
      -239
      40
      -366
      -573
      64
      -18
      108
      71
      -10
      795
      -562
      -338
      -160
      -44
      -1,744
      -92
      88
      -84
      -15
      -831
      -123
      106
      -801
      -748
      461
      -1,943
      -182
      -432
      -476
      -1,308
      -430
      -774
      -665
      -150
      -11
      -11
      0
      2
      -937
      -66
      614
      -1,152
      -87
      18
      220
      -334
      -3,053
      -106
      -20
      974
      113
      -78
      -465
      -1,905
      -495
      -163
      -647
      -179
      -123
      -17
      -1,500
      -173
      -4,304
      251
      88
      -93
      -116
      -349
      -333
      2,057
      255
      -1,542
      74
      266
      -1,350
      197
      535
      -1,050
      -459
      -529
      -298
      -119
      -218
      -6
      -665
      -285
      -738
      -542
      -338
      1,500
      -1,673
      -540
      -423
      35
      -662
      -160
      382
      -1,138
      -680
      20
      -515
      -393
      -908
      -288
      -614
      1,259
      -55
      -102
      -867
      -109
      -126
      -316
      -287
      -144
      -520
      -496
      -871
      -129
      -485
      -120
      -589
      861
      -50
      -1,849
      531
      -252
      -639
      -1,559
      -114
      -215
      -355
      -677
      -257
      -779
      -83
      -35
      1,265
      152
      -502
      -376
      -125
      -969
      3,430
      2,724
      10,827
      11,199
      1,153
      14,403
      6,841
      365
      -10,764
      -33,634
      -767
      -748
      -93
      -93
      -93
      -93
      -93
      -93
      -29,555
      -239
      -323
      -145
      -42
      -187
      -128
      -93
      -17
      -77
      -93
      -65
      -28
      -93
      -59
      -35
      -688
      -457
      -545
      -699
      -2,428
      -111
      -230
      121
      -1,721
      -311
      -128
      597
      85
      12
      53
      253
      -42
      -221
      184
      39
      -7
      290
      -24
      52
      -113
      11
      -447
      116
      -174
      102
      47
      -32
      151
      64
      323
      55
      45
      -115
      -138
      343
      -10
      51
      9
      20
      45
      3,821
      565
      1,976
      3,735
      2,989
      834
      417
      417
      201
      2,978
      -416
      -598
      -471
      -358
      -125
      -1,063
      -345
      -123
      -109
      -256
      -43
      -621
      5,296
      289
      -14
      -632
      -3,192
      -577
      -724
      -227
      -463
      -748
      -294
      56
      500
      873
      -389
      -462
      -187
      -44
      -320
      -325
      2,391
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -79,579
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 320,101 17,503,012 0.018288
2008 36,770 7,787,049 0.004722
2007 0 4,373,400 0.0
2006      
2005      
2 Total of line 1, column (d) ...................... 2 0.023010
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.007670
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 17,949,206
5 Multiply line 4 by line 3....................... 5 137,670
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,448
7 Add lines 5 and 6......................... 7 143,118
8 Enter qualifying distributions from Part XII, line 4.............. 8 855,191
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,448
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 5,448
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,448
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 4,693
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,693
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 755
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletWI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCHRISTINE ANTHONY Telephone no.bullet (715) 258-2587
    Located atbullet134 SHADOW LAKE DRIVEWAUPACAWI ZIP+4bullet54981
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    VICTOR W ANTHONY JR PRESIDENT/TREASURER
    0.00
    0 0 0
    134 SHADOW LAKE DRIVE
    WAUPACA,WI54981
    CHRISTINE A ANTHONY VICE-PRESIDENT/SECRETARY
    0.00
    0 0 0
    134 SHADOW LAKE DRIVE
    WAUPACA,WI54981
    KAREN A GABLER DIRECTOR
    0.00
    0 0 0
    134 SHADOW LAKE DRIVE
    WAUPACA,WI54981
    KATHERINE A ANTHONY DIRECTOR
    0.00
    0 0 0
    134 SHADOW LAKE DRIVE
    WAUPACA,WI54981
    CAROL C ANTHONY DIRECTOR
    0.00
    0 0 0
    134 SHADOW LAKE DRIVE
    WAUPACA,WI54981
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,609,315
    b
    Average of monthly cash balances.......................
    1b
    8,229,343
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    383,886
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,222,544
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    18,222,544
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    273,338
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,949,206
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    897,460
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    897,460
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    5,448
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,448
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    892,012
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    892,012
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    892,012
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    855,191
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    855,191
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    5,448
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    849,743
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 892,012
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 854,722
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 855,191
    a Applied to 2009, but not more than line 2a 854,722
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 469
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    891,543
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    VICTOR OR CHRISTINE ANTHONY
    134 SHADOW LAKE DRIVE
    WAUPACA,WI54981
    (715) 258-2587
    bThe form in which applications should be submitted and information and materials they should include:
    VERBAL OR WRITTEN REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    WAUPACA LIBRARY FOUNDATION
    107 S MAIN STREET
    WAUPACA,WI54981
    NONE PUBLIC CHARITY DONATION 400
    IOLA SCANDINAVIA FOOD PANTRY
    N8219 COUNTY ROAD J
    IOLA,WI54945
    NONE PUBLIC CHARITY DONATION 500
    WORLD VISION-TRINITY YOUTH
    34834 WEYERHAEUSER WAY SO
    FEDERAL WAY,WA98001
    NONE PUBLIC CHARITY DONATION 1,000
    WISCONSIN BOOKWORMS-WAUPACA COUNTY
    811 HARDING STREET
    WAUPACA,WI54981
    NONE PUBLIC CHARITY DONATION 1,000
    CROP HUNGER WALK
    28606 PHILLIPS STREET
    ELKHART,IN46515
    NONE PUBLIC CHARITY DONATION 1,000
    MIRACLE TREE-ALSUM PRODUCE
    PO BOX 364
    WAUPACA,WI54481
    NONE PUBLIC CHARITY DONATION 1,691
    WAUPACA BREAD BASKET MEAL PROGRAM
    PO BOX 364
    WAUPACA,WI54981
    NONE PUBLIC CHARITY DONATION 2,000
    THE FOOD PROJECT
    PO BOX 256141
    DORCHESTER,MA02125
    NONE PUBLIC CHARITY DONATION 2,500
    SPECIAL OLYMPICS-WISCONSIN
    2310 CROSSROADS DRIVE
    MADISON,WI537187600
    NONE PUBLIC CHARITY DONATION 3,000
    SPECIAL OLYMPICS-NATIONAL ORGANIZATION
    1133 19TH ST NW
    WASHINGTON,DC200363604
    NONE PUBLIC CHARITY DONATION 3,000
    PREVENT CHILD ABUSEFAMILY RESOURCE CENTER
    811 HARDING STREET
    WAUPACA,WI54981
    NONE PUBLIC CHARITY DONATION 3,000
    FAMILY CRISIS CENTER
    1608 WEST RIVER DRIVE
    STEVENS POINT,WI54481
    NONE PUBLIC CHARITY DONATION 3,000
    WAUPACA PUBLIC LIBRARY FOUNDATION
    107 S MAIN STREET
    WAUPACA,WI54981
    NONE PUBLIC CHARITY DONATION 3,600
    WAUPACA AREA FOOD PANTRY
    413 S MAIN ST
    WAUPACA,WI54981
    NONE PUBLIC CHARITY DONATION 5,000
    RONALD MCDONALD HOUSE CHARITIES
    ONE KROC DRIVE
    OAK BROOK,IL60523
    NONE PUBLIC CHARITY DONATION 5,000
    GREATER MINNEAPOLIS CRISIS NURSERY
    5400 GLENWOOD AVENUE
    GOLDEN VALLEY,MN55422
    NONE PUBLIC CHARITY DONATION 5,000
    ETTA PROJECTS-ROTARY
    13624 VINTAGE DRIVE SW
    PORT ORCHARD,WA98367
    NONE PUBLIC CHARITY DONATION 5,000
    ALL PEOPLE'S CHURCH-MILWAUKEE
    2600 NORTH 2ND STREET
    MILWAUKEE,WI53212
    NONE PUBLIC CHARITY DONATION 7,000
    CAP SERVICES
    17 PARK PLACE SUITE 950
    APPLETON,WI54914
    NONE PUBLIC CHARITY DONATION 7,500
    THE FUND FOR BASIC NEEDS CO COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION
    425 BETTER WAY
    APPLETON,WI54915
    NONE PUBLIC CHARITY DONATION 10,000
    RONALD MCDONALD HOUSE-MILWAUKEE
    8948 WATERTOWN PLANK ROAD
    WAUWATOSA,WI53226
    NONE PUBLIC CHARITY DONATION 10,000
    POLIO PLUS-ROTARY FOUNDATION
    PO BOX 387
    MINOCQUA,WI54568
    NONE PUBLIC CHARITY DONATION 10,000
    GOODWILL INDUSTRIES-FISC PROGRAM
    1800 APPLETON ROAD
    MENASHA,WI54952
    NONE PUBLIC CHARITY DONATION 10,000
    LUTHERAN SOCIAL SERVICES OF NE WI
    3003 NORTH RICHMOND STREET
    APPLETON,WI54911
    NONE PUBLIC CHARITY DONATION 15,000
    BASIC NEEDS PARTNERSHIP CO COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION
    PO BOX 563
    APPLETON,WI54912
    NONE PUBLIC CHARITY DONATION 15,000
    STOCK THE SHELVES CO COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
    4455 W LAWRENCE STREET
    APPLETON,WI54912
    NONE PUBLIC CHARITY DONATION 20,000
    GOODWILL INDUSTRIES-NATIONAL
    15810 INDIANOLA DRIVE
    ROCKVILLE,MD20855
    NONE PUBLIC CHARITY DONATION 20,000
    CAP SERVICES
    17 PARK PLACE SUITE 950
    APPLETON,WI54914
    NONE PUBLIC CHARITY DONATION 20,000
    THE SALVATION ARMY
    PO BOX 4121
    CAROL STREAM,IL601974121
    NONE PUBLIC CHARITY DONATION 25,000
    SALVATION ARMY-WAUPACA COUNTY
    PO BOX 268
    NEW LONDON,WI54961
    NONE PUBLIC CHARITY DONATION 25,000
    SALVATION ARMY NORTHERN DIVISION
    2445 PRIOR AVE NORTH
    ROSEVILLE,MN55113
    NONE PUBLIC CHARITY DONATION 25,000
    GILLETTE CHILDREN'S FOUNDATION
    200 UNIVERSITY AVE E
    SAINT PAUL,MN55101
    NONE PUBLIC CHARITY DONATION 25,000
    CARE GIFT CENTER
    PO BOX 1871
    MERRIFIELD,VA22116
    NONE PUBLIC CHARITY DONATION 25,000
    FEEDING AMERICA
    35 EAST WACKER DR SUITE 2000
    CHICAGO,IL60601
    NONE PUBLIC CHARITY DONATION 40,000
    RAWHIDE INC
    E7475 RAWHIDE ROAD
    NEW LONDON,WI54961
    NONE PUBLIC CHARITY DONATION 50,000
    HANDICAP INTERNATIONAL
    6930 CARROLL AVENUE SUITE 240
    TAKOMA PARK,MD20912
    NONE PUBLIC CHARITY DONATION 50,000
    ELCA WORLD HUNGER-EAST CENTRAL SYNOD OF WISCONSIN
    8765 WEST HIGGINS ROAD
    CHICAGO,IL60631
    NONE PUBLIC CHARITY DONATION 50,000
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 96651
    WASHINGTON,DC200906651
    NONE PUBLIC CHARITY DONATION 100,000
    ELCA DISASTER RESPONSE
    39330 TREASURY CENTER
    CHICAGO,IL606949300
    NONE PUBLIC CHARITY DONATION 100,000
    OPEN ARMS HOME FOR CHILDREN
    PO BOX 2198
    LITCHFIELD PARK,AZ85340
    NONE PUBLIC CHARITY DONATION 150,000
    Total .................................bullet 3a 855,191
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 257,846  
    4 Dividends and interest from securities....     14 341,949  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -79,579  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 520,216 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13520,216
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    Employer identification number

    26-0851891
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    Employer identification number

    26-0851891
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    1
    THE ANTHONY ELECTING SMALL BUSINESS TRUST OF 2007 DATED NOVEMBER 1 2007
     

         
    500 FIRST STREET SUITE 8000
       
    WAUSAU, WI   54402

    $1,830,694




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    Employer identification number

    26-0851891
    Part II
    Noncash Property (see Instructions)
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    Employer identification number

    26-0851891
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    EIN: 26-0851891
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB - BOND FUNDS 3,755,658 3,831,890

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    EIN: 26-0851891
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB - STOCKS 1,434,096 1,602,534
    CHARLES SCHWAB - EQUITY FUNDS 5,312,423 5,747,333

    TY 2010 InvestmentsOtherSchedule2
    Name:
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    EIN: 26-0851891
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIFE INSURANCE POLICY AT COST 358,840 398,919

    TY 2010 OtherExpensesSchedule
    Name:
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    EIN: 26-0851891
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE FEES 20 20   0
    DEPT OF FINANCIAL INSTITUTIONS 10 0   0
    INVESTMENT MANAGEMENT FEES 54,728 54,728   0
    POSTAGE 110 0   0


    TY 2010 TaxesSchedule
    Name:
    THE VICTOR AND CHRISTINE ANTHONY
    FAMILY FOUNDATION INC
    EIN: 26-0851891
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 290 290   0
    FEDERAL TAXES PAID 5,200 0   0