Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ARNO GUNTHER CHARITABLE FOUNDATION XXXXX5010
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 649
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEENAH, WI549570649
A Employer identification number

26-2522556
B Telephone number (see instructions)

(920) 967-5020
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,446,594
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 90,945 90,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 191,637
b Gross sales price for all assets on line 6a 3,978,680
7 Capital gain net income (from Part IV, line 2)... 191,637
8 Net short-term capital gain......... 0
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........ 282,582 282,582  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,087 35,087    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 900 900 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 15,732 2,548   13,184
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,719 38,535 0 13,184
25 Contributions, gifts, grants paid....... 180,000 180,000
26 Total expenses and disbursements. Add lines 24 and 25 231,719 38,535 0 193,184
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,863
b Net investment income (if negative, enter -0-) 244,047
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 127,567 39,903 39,903
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
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)....... 2,002,193 Click to see attachment2,453,254 2,316,839
c Investments—corporate bonds (attach schedule)....... 1,425,125 Click to see attachment1,111,789 1,089,852
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 3,554,885 3,604,946 3,446,594
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
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,554,885 3,604,946
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,554,885 3,604,946
31 Total liabilities and net assets/fund balances (see instructions). 3,554,885 3,604,946
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
3,554,885
2
Enter amount from Part I, line 27a .....................
2
50,863
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,605,748
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
802
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,604,946
Form 990-PF (2018)
Form 990-PF (2018)
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 60. BIOGEN INC   2016-08-05 2018-02-08
b 9000. GUGGENHEIM BULLETSHARES 2018 CORP BD   2014-06-09 2018-02-08
c 1000. INTEL CORPORATION COM   2016-12-02 2018-02-08
d 1020. ISHARES BARCLAYS 20+ YR TR BD   2017-12-18 2018-02-08
e 860. SPDR BLOOMBERG BARCLAYS INT TERM TREASURY ETF   2017-12-18 2018-02-08
920. UGI CORP NEW COM   2016-10-14 2018-02-08
20. AMAZON.COM INC   2016-08-05 2018-03-27
320. CSX CORP COM   2014-09-22 2018-03-27
340. CELGENE CORP COM   2018-02-08 2018-03-27
1600. ISHARES EDGE MSCI USA MOMENTUM IDX   2017-10-20 2018-03-27
3400. POWERSHARES EMERG MKTS SOVER DEBT   2018-02-08 2018-03-27
3720. POWERSHARES S&P500 LOW VOL ETF   2017-10-20 2018-03-27
250. THERMO FISHER SCIENTIFIC INC COM   2017-12-18 2018-03-27
600. DANAHER CORP DEL COM   2017-10-20 2018-05-09
800. ISHARES BARCLAYS 20+ YR TR BD   2018-03-27 2018-05-09
2000. POWERSHARES ULTRA SHORT DURATION ETF   2018-02-08 2018-05-09
305. POWERSHARES FTSE RAFI US 1500 SMALL MID PORTFOLIO ETF   2018-03-27 2018-05-09
1795. POWERSHARES FTSE RAFI US 1500 SMALL MID PORTFOLIO ETF   2017-04-12 2018-05-09
3500. POWERSHARES BULLETSHARES 2019 CORP BOND PORTFOLIO   2015-04-17 2018-05-09
3840. SPDR BLOOMBERG BARCLAYS INT TERM TREASURY ETF   2017-12-18 2018-05-09
400. STANLEY BLACK & DECKER INC COM   2018-03-27 2018-05-09
1730. VANGUARD INTL EMERGING MKT ETF   2018-03-27 2018-05-09
470. WALMART INC   2018-02-08 2018-05-09
10. ALPHABET INC CL A   2015-07-31 2018-07-02
200. FISERV INC COM   2016-04-04 2018-07-02
1430. INVESCO ULTRASHORT DURATION ETF   2018-02-08 2018-07-02
110. INVESCO FTSE US 1500 SMALL MID PORT   2017-08-29 2018-07-02
3040. INVESCO FUNDAMENTAL HIGH YIELD CORP BOND PORT   2018-02-08 2018-07-02
1780. INVESCO EMERGING MKTS SOVEREIGN DEBT   2018-05-09 2018-07-02
2075. ISHARES JP MORGAN EM LOCAL CURRENCY BOND ETF   2016-08-05 2018-07-02
530. ISHARES EDGE MSCI USA MOMENTUM IDX   2017-08-29 2018-07-02
15. NVR INC   2017-05-17 2018-07-02
2390. SPDR BLACKSTONE/GSO SENIOR LOAN ETF   2018-05-09 2018-07-02
230. TYSON FOODS INC CL A   2018-03-27 2018-07-02
1620. UNUM GROUP COM   2018-05-09 2018-07-02
1790. VANECK VECTORS JP MORGAN EM LOCAL CURRENCY BOND ETF   2017-10-20 2018-07-02
940. VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF   2017-08-29 2018-07-02
55. APPLE INC COM   2018-03-27 2018-08-14
400. BANK OF AMERICA CORP COM   2018-05-09 2018-08-14
110. CONSTELLATION BRANDS INC CL A   2018-05-09 2018-08-14
40. CONSTELLATION BRANDS INC CL A   2013-08-28 2018-08-14
570. INVESCO ULTRASHORT DURATION ETF   2018-02-08 2018-08-14
320. INVESCO S&P SMALL CAP PURE GROWTH   2017-08-29 2018-08-14
850. INVESCO S&P 500 LOW VOLATILITY ETF   2017-05-17 2018-08-14
340. ISHARES BARCLAYS 1-3 YR TR BD FD   2018-07-02 2018-08-14
130. J P MORGAN CHASE & CO COM   2016-10-14 2018-08-14
2280. SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF   2018-05-09 2018-08-14
65. THERMO FISHER SCIENTIFIC INC COM   2018-05-09 2018-08-14
900. VANGUARD INTL EMERGING MKT ETF   2018-03-27 2018-08-14
250. MICHAEL KORS HOLDINGS LTD   2018-05-09 2018-08-14
3560. INVESCO BULLETSHARES 2020 CORP BOND PORT   2016-04-04 2018-09-27
100. BIOGEN INC   2018-05-09 2018-10-11
100. BIOGEN INC   2012-08-06 2018-10-11
770. HOST HOTELS & RESORTS INC   2018-03-27 2018-10-11
1640. HOST HOTELS & RESORTS INC   2017-05-17 2018-10-11
2500. INVESCO FUNDAMENTAL HIGH YIELD CORP BOND PORT   2018-08-14 2018-10-11
4150. INVESCO FTSE RAFI EMERGING MKTS ETF   2018-07-02 2018-10-11
175. INVESCO EMERGING MKTS SOVEREIGN DEBT   2018-08-14 2018-10-11
180. ISHARES BARCLAYS 20+ YR TR BD   2018-07-02 2018-10-11
1680. VANECK VECTORS JP MORGAN EM LOCAL CURRENCY BOND ETF   2017-10-20 2018-10-11
80. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF   2018-02-08 2018-10-11
275. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF   2017-07-07 2018-10-11
170. VANGUARD FTSE DEV MARKETS ETF   2018-05-09 2018-10-11
850. VANGUARD INTL EMERGING MKT ETF   2017-10-20 2018-10-11
1400. VANGUARD INTERMEDIATE TERM GOVT BOND ETF   2018-07-02 2018-10-11
200. CONSTELLATION BRANDS INC CL A   2013-08-28 2018-12-11
160. NVIDIA CORP   2018-05-09 2018-12-11
170. ALLSTATE CORP COM   2018-03-27 2018-12-14
20. AMAZON.COM INC   2016-08-05 2018-12-14
60. CHEVRON TEXACO CORP COM   2017-05-17 2018-12-14
85. CHEVRON TEXACO CORP COM   2018-03-27 2018-12-14
180. ECOLAB INC COM   2016-12-02 2018-12-14
230. J P MORGAN CHASE & CO COM   2016-10-14 2018-12-14
155. MASTERCARD INC   2017-08-29 2018-12-14
55. ROPER TECHNOLOGIES INC   2018-07-02 2018-12-14
100. UNION PACIFIC CORP COM   2018-05-09 2018-12-14
150. UNION PACIFIC CORP COM   2017-10-20 2018-12-14
1575. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF   2017-05-17 2018-12-14
CAPITAL GAIN DIVIDENDS P    
(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 19,279   11,227 8,052
b 189,626   191,192 -1,566
c 43,929   34,090 9,839
d 120,681   126,855 -6,174
e 50,389   51,282 -893
39,752   39,094 658
30,793   15,328 15,465
17,942   10,294 7,648
29,689   31,629 -1,940
171,180   154,615 16,565
95,130   97,000 -1,870
174,166   168,885 5,281
52,299   48,393 3,906
59,819   54,610 5,209
94,566   96,528 -1,962
100,318   100,584 -266
41,040   38,112 2,928
241,530   183,467 58,063
73,288   74,865 -1,577
223,406   228,979 -5,573
56,631   56,813 -182
78,160   81,397 -3,237
39,127   46,692 -7,565
11,310   6,598 4,712
14,874   10,263 4,611
71,814   71,815 -1
15,258   12,832 2,426
55,479   56,544 -1,065
47,065   47,686 -621
91,261   94,331 -3,070
58,077   48,866 9,211
44,643   33,616 11,027
111,731   113,322 -1,591
15,322   17,195 -1,873
60,508   72,735 -12,227
29,982   33,676 -3,694
107,035   105,205 1,830
11,520   9,360 2,160
12,316   12,300 16
24,250   24,474 -224
8,818   2,194 6,624
28,614   28,625 -11
42,850   32,684 10,166
41,701   37,094 4,607
28,281   28,308 -27
14,913   8,804 6,109
75,992   75,719 273
15,032   13,603 1,429
37,629   42,103 -4,474
18,375   15,623 2,752
74,799   76,220 -1,421
32,711   27,309 5,402
32,711   13,429 19,282
14,746   14,307 439
31,408   28,910 2,498
45,549   46,354 -805
82,210   89,094 -6,884
4,629   4,699 -70
20,682   21,861 -1,179
27,182   31,487 -4,305
4,007   4,454 -447
13,775   14,223 -448
6,841   7,676 -835
31,832   38,122 -6,290
86,589   87,556 -967
37,696   10,970 26,726
23,314   40,790 -17,476
13,489   16,080 -2,591
32,359   15,328 17,031
6,828   6,305 523
9,673   9,885 -212
27,694   20,997 6,697
23,039   15,577 7,462
30,294   20,765 9,529
15,068   15,020 48
14,285   13,786 499
21,427   16,968 4,459
76,292   81,365 -5,073
      161
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       8,052
b       -1,566
c       9,839
d       -6,174
e       -893
      658
      15,465
      7,648
      -1,940
      16,565
      -1,870
      5,281
      3,906
      5,209
      -1,962
      -266
      2,928
      58,063
      -1,577
      -5,573
      -182
      -3,237
      -7,565
      4,712
      4,611
      -1
      2,426
      -1,065
      -621
      -3,070
      9,211
      11,027
      -1,591
      -1,873
      -12,227
      -3,694
      1,830
      2,160
      16
      -224
      6,624
      -11
      10,166
      4,607
      -27
      6,109
      273
      1,429
      -4,474
      2,752
      -1,421
      5,402
      19,282
      439
      2,498
      -805
      -6,884
      -70
      -1,179
      -4,305
      -447
      -448
      -835
      -6,290
      -967
      26,726
      -17,476
      -2,591
      17,031
      523
      -212
      6,697
      7,462
      9,529
      48
      499
      4,459
      -5,073
       
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 2 191,637
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 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 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))
2017 163,394 3,735,983 0.043735
2016 180,753 3,519,060 0.051364
2015 186,994 3,677,809 0.050844
2014 209,769 3,754,073 0.055878
2013 124,300 3,468,839 0.035833
2
Total of line 1, column (d) .....................
2
0.237654
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047531
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,796,549
5
Multiply line 4 by line 3......................
5
180,454
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,440
7
Add lines 5 and 6........................
7
182,894
8
Enter qualifying distributions from Part XII, line 4,.............
8
193,184
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.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,440
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 2,440
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 2,440
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,436
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,436
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,996
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet610 RefundedBullet 11 5,386
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 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletLEGACY PRIVATE TRUST COMPANY Telephone no.bullet (920) 967-5020

    Located atbulletPO BOX 649NEENAHWI ZIP+4bullet549570649
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? See 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 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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
    LEGACY PRIVATE TRUST COMPANY TRUSTEE
    1
    35,087    
    TWO NEENAH CENTER
    NEENAH,WI54956
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see 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  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see 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
    3,789,055
    b
    Average of monthly cash balances.......................
    1b
    65,309
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,854,364
    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
    3,854,364
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    57,815
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,796,549
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    189,827
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    189,827
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,440
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,440
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    187,387
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    187,387
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    187,387
    Part XII
    Qualifying Distributions (see 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
    193,184
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    193,184
    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 instructions.................
    5
    2,440
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    190,744
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 187,387
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,226
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 193,184
    a Applied to 2017, but not more than line 2a 2,226
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 187,387
    e Remaining amount distributed out of corpus 3,571
    5 Excess distributions carryover applied to 2018. 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 3,571
    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 instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    3,571
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 3,571
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see 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 or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    PW SENIOR CITIZENS CENTER
    403 W FOSTER STREET
    PORT WASHINGTON,WI53074
    NONE PUBLIC CHARITY GENERAL USE 5,400
    FRIEDENS EVANGELICAL CHURCH
    454 N MILWAUKEE STREET
    PORT WASHINGTON,WI53074
    NONE CHURCH GENERAL USE 23,400
    UNITED WAY OF NORTHERN OZAUKEE CO
    P O BOX 39
    PORT WASHINGTON,WI53074
    NONE PUBLIC CHARITY GENERAL USE 14,400
    WISCONSIN HUMANE SOCIETY
    OZAUKEE CAMPUS
    630 W DEKORA ST
    SAUKVILLE,WI53080
    NONE PUBLIC CHARITY GENERAL USE 8,100
    FAMILY SHARING OF OZAUKEE CO INC
    1002 OVERLAND COURT
    GRAFTON,WI53024
    NONE PUBLIC CHARITY GENERAL USE 14,400
    FOOD PANTRY INC
    1800 N WISCONSIN STREET
    PORT WASHINGTON,WI53074
    NONE PUBLIC CHARITY GENERAL USE 10,800
    VAN ELLS SCHANEN POST N 82 INC
    672 EVERGREEN TERRACE
    PORT WASHINGTON,WI53074
    NONE LODGE GENERAL USE 5,400
    COMMUNITY EDUCATION FDN OF
    PW - SAUKVILLE
    100 WEST MONROE ST
    PORT WASHINGTON,WI53074
    NONE 501C3 GENERAL USE 90,000
    W J NIEDERKORN LIBRARY
    316 W GRAND AVENUE
    PORT WASHINGTON,WI53074
    NONE PUBLICH CHARITY GENERAL USE 8,100
    Total .................................bullet 3a 180,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 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....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 90,945  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 191,637  
    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)..   282,582  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    282,582
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    ARNO GUNTHER CHARITABLE FOUNDATION XXXXX5010
    EIN:
    26-2522556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 900 900    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ARNO GUNTHER CHARITABLE FOUNDATION XXXXX5010
    EIN:
    26-2522556
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GUGGENHEIM BULLETSHARES 2018 C    
    VANGUARD INTERMED TERM GOVT BO 215,138 218,337
    VANGUARD TOTAL INTL STOCK INDE 190,853 178,492
    INVESCO BULLETSHARES 2019 CORP 117,645 115,830
    INVESCO BULLETSHARES 2020 BON 113,880 112,071
    ISHARES EMERGING MARKETS LOCAL    
    GUGGENHEIM ULTRA SHORT DURATIO    
    ISHARES BARCLAYS 20+ YEAR BND 48,208 48,604
    ISHARES EDGE MSCI USA MOMENTUM    
    SPDR BLOOMBERG BARCLAYS INT TE    
    VANECK VECTORS JP MORGAN EM LO 86,726 81,345
    BARCLAYS BANK PLC 3.25% 75,000 75,203
    SPDR PORTFOLIO INTERMEDIATE TE 184,648 183,702
    XTRACKERS USD HI YLD CORP BOND 79,691 76,268

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ARNO GUNTHER CHARITABLE FOUNDATION XXXXX5010
    EIN:
    26-2522556
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERIPRISE FINL INC 50,439 41,748
    TARGET CORP 43,719 35,028
    BIOGEN IDEC INC    
    CONSTELLATIONS BRANDS INC    
    APPLE INC 44,965 43,379
    CSX CORP    
    INVESCO EMER MKTS SOVER DEBT 80,590 79,392
    ALPHABETH INC 44,263 57,473
    INVESCO FTSE RAFI US 1500 156,578 156,578
    AMAZON.COM    
    ECOLAB INC 23,926 29,470
    FISERV INC 51,993 68,346
    INTEL CORP 42,822 53,970
    JPMORGAN CHASE 27,090 39,048
    UGI CORP    
    WALGREENS BOOTS ALLIANCE IN 30,982 30,749
    ALLSTATE COPR 45,911 41,315
    CHEVRON TEXACO 36,778 38,077
    CBS HEALTH    
    DANAHER CORP    
    HOST HOTELS & RESORTS    
    ISHARES S&P SMALLCAP 600 PURE 296,661 245,393
    MASTERCARD INC 30,386 38,673
    NVR INC    
    POWERSHARES S&P 500 LOW VOL ET    
    STANLEY BLACK & DECKER    
    THERMO FISHER SCIENTIFIC 64,874 69,375
    UNION PACIFIC 33,367 34,558
    VANGUARD FTSE ALL WORLD US SMA    
    VANGUARD INTL EMERGIN MKT ETF    
    VANGUARD TOTAL INTL STOCK INDE    
    WALMART INC    
    ABBVIE INC 10,202 10,141
    APTIV PLC 34,060 24,628
    BANK OF AMERICA CORP 50,041 40,656
    CBRE GROUP INC A 35,326 34,434
    CICSCO SYSTEMS INC 29,483 27,948
    CVS HEALTH CORP 67,902 66,830
    LKQ CORP 29,336 20,645
    ROPER TECHNOLOGIES 39,598 38,645
    SPDR BLACKSTONE/GSO SR LOAN ET 174,308 164,943
    VANGUARD FTSE DEV MKTS ETF 291,930 247,086
    VANGUARD INTL EMERGING MKT ETF 133,650 113,538
    VANGUARD S&P 500 ETF 363,757 342,417
    VERIZON COMMUNICATIONS 38,288 44,976
    TYSON FOODS INC 50,029 37,380

    TY 2018 OtherDecreasesSchedule
    Name:
    ARNO GUNTHER CHARITABLE FOUNDATION XXXXX5010
    EIN:
    26-2522556
    Description Amount
    2018 RETURN OF CAPITAL APPLIED TO SALE 802


    TY 2018 TaxesSchedule
    Name:
    ARNO GUNTHER CHARITABLE FOUNDATION XXXXX5010
    EIN:
    26-2522556
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 4,748 0   4,748
    FEDERAL ESTIMATES - INCOME 8,436 0   8,436
    FOREIGN TAXES ON QUALIFIED FOR 1,592 1,592   0
    FOREIGN TAXES ON NONQUALIFIED 956 956   0