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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ANTIOCH FOUNDATION 1015002041
 
Number and street (or P.O. box number if mail is not delivered to street address)230 FRONT STREET NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LA CROSSE, WI54601
A Employer identification number

36-3779525
B Telephone number (see instructions)

(608) 782-1148
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$14,478,151J 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) 1,185,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 38,359 38,359  
4 Dividends and interest from securities... 234,888 234,888  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 286,670
b Gross sales price for all assets on line 6a 6,368,842
7 Capital gain net income (from Part IV, line 2)... 286,670
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)....... Click to see attachment 7,558    
12 Total. Add lines 1 through 11........ 1,752,475 559,917  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 136,174 136,174    
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)....... Click to see attachment 2,000 0 0 2,000
c Other professional fees (attach schedule).... Click to see attachment 3,615 3,615   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,617 20,617   0
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)....... Click to see attachment 31,874     31,874
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 194,280 160,406 0 33,874
25 Contributions, gifts, grants paid....... 1,150,650 1,150,650
26 Total expenses and disbursements. Add lines 24 and 25 1,344,930 160,406 0 1,184,524
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 407,545
b Net investment income (if negative, enter -0-) 399,511
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 315,321 114,025 114,025
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).......      
c Investments—corporate bonds (attach schedule).......      
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) 11,542,248 12,156,027 14,364,126
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,857,569 12,270,052 14,478,151
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,857,569 12,270,052
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,857,569 12,270,052
30 Total liabilities and net assets/fund balances (see instructions). 11,857,569 12,270,052
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,857,569
2
Enter amount from Part I, line 27a .....................
2
407,545
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,938
4
Add lines 1, 2, and 3 ..........................
4
12,270,052
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 29 .
6
12,270,052
Form 990-PF (2020)
Form 990-PF (2020)
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 292. HEALTHSTREAM INC   2016-01-14 2020-01-28
b 50. PAYLOCITY HOLDING CORP   2018-04-18 2020-01-30
c 50. FRESHPET INC   2016-04-27 2020-02-13
d 150. TELADOC INC   2017-06-22 2020-02-13
e 328. CARNIVAL PLC ADR   2016-01-04 2020-03-10
575. ENI SPA SPONSORED ADR   2018-07-24 2020-03-10
1425. ENERPLUS CORP NPV   2019-05-02 2020-03-10
1553. ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC   2017-06-22 2020-04-29
8506.163 INVESCO DEVELOPING MRKTS R6   2019-04-24 2020-04-29
150. AMN HEALTHCARE SERVICES INC   2018-04-26 2020-04-29
25. AMN HEALTHCARE SERVICES INC   2019-05-13 2020-04-29
375. ALARM.COM HOLDINGS INC   2018-08-03 2020-04-29
75. ALIBABA GROUP HOLDING LTD   2019-10-07 2020-04-29
750. ALLIANZ SE NPV ADR   2012-12-06 2020-04-29
425. ALLY FINL INC   2020-01-07 2020-04-29
75. AMEDISYS INC   2019-06-10 2020-04-29
200. ARKEMA SA   2016-06-30 2020-04-29
556. ASSOCIATED BANC CORP   2013-08-12 2020-04-29
850. ASTELLAS PHARAMA INC ADR   2019-03-08 2020-04-29
350. ATKORE INTERNATIONAL GROUP INC   2019-05-13 2020-04-29
225. BANCOLOMBIA SA SPONSORED ADR   2019-03-13 2020-04-29
100. BIO-TECHNE CORP   2015-04-07 2020-04-29
375. BLACKLINE INC   2018-12-12 2020-04-29
325. BLOOMIN BRANDS   2019-09-24 2020-04-29
100. BRANDYWINE REALTY TRUST   2019-07-15 2020-04-29
900. BRANDYWINE REALTY TRUST   2015-10-20 2020-04-29
150. CGI INC NPV   2019-03-08 2020-04-29
100. CNOOC LTD ADR   2017-10-26 2020-04-29
550. CRH PLC ADR   2017-03-20 2020-04-29
25. CABLE ONE INC   2018-12-10 2020-04-29
100. CABOT MICROELECTRONICS CORP   2008-10-28 2020-04-29
100. CALAVO GROWERS INC   2015-12-15 2020-04-29
136. CANADIAN NATL RAILWAY CO NPV   2009-07-07 2020-04-29
50. CANADIAN PACIFIC RAILWAY LTD NPV   2018-11-27 2020-04-29
100. CANTEL MEDICAL CORP   2019-01-30 2020-04-29
525. CAPGEMINI S E NPV ADR   2014-02-10 2020-04-29
94. CASS INFORMATION SYSTEMS INC   2010-01-14 2020-04-29
375. CHEGG INC   2018-12-12 2020-04-29
75. CHEMED CORP   2009-04-08 2020-04-29
1125. CHINA UNICOM (HONG KONG) LTD ADR   2019-03-08 2020-04-29
275. CIENA CORP   2018-07-03 2020-04-29
200. COLUMBIA BANKING SYS   2019-08-29 2020-04-29
258. COMMUNITY TRUST BANCORP INC   2015-09-08 2020-04-29
391. COUSINS PROPERTIES INC NPV   2018-05-02 2020-04-29
350. DAIWA HOUSE INDUSTRY CO LTD ADR   2019-07-23 2020-04-29
675. DANONE NPV ADR   2019-06-06 2020-04-29
75. DESCARTES SYSTEMS GROUP INC   2019-05-07 2020-04-29
150. DESCARTES SYSTEMS GROUP INC   2019-04-12 2020-04-29
275. ENVISTA HOLDINGS CORP   2020-02-25 2020-04-29
200. EXLSERVICE HOLDINGS INC   2017-02-01 2020-04-29
200. EXPONENT INC   2016-11-22 2020-04-29
150. FBL FINANCIAL GROUP INC CLASS A   2018-12-10 2020-04-29
125. FIRST HORIZON NATIONAL CORP   2019-07-15 2020-04-29
633. FIRST HORIZON NATIONAL CORP   2018-09-17 2020-04-29
325. FIRST HAWAIIAN INC   2019-07-16 2020-04-29
167. FIVE BELOW INC   2014-02-10 2020-04-29
200. FIVE9 INC   2019-07-15 2020-04-29
300. FLOOR & DECOR HOLDINGS INC   2018-09-25 2020-04-29
150. FORWARD AIR CORP   2017-07-05 2020-04-29
150. FRESHPET INC   2016-04-27 2020-04-29
700. FULTON FINANCIAL CORP   2016-01-14 2020-04-29
325. GEELY AUTOMOBILE ADR   2019-12-12 2020-04-29
600. GENTEX CORP   2009-02-27 2020-04-29
100. GIBRALTAR INDUSTRIES INC   2019-05-31 2020-04-29
275. GIBRALTAR INDUSTRIES INC   2018-06-27 2020-04-29
2009.646 GLENMEDE SECURED OPTIONS I   2019-08-06 2020-04-29
62984.991 GLENMEDE SECURED OPTIONS I   2018-12-21 2020-04-29
39770.849 GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I   2016-02-17 2020-04-29
17700. GOLDMAN SACHS INT'L SMALL CAP INSIGHTS I   2019-07-17 2020-04-29
175. GRAND CANYON EDUCATION INC   2011-08-16 2020-04-29
875. GRAPHIC PACKAGING HLDG CO   2019-08-08 2020-04-29
300. GREENBRIER COS INC   2018-08-28 2020-04-29
100. GREENBRIER COS INC   2019-07-15 2020-04-29
200. HANCOCK WHITNEY CORP   2019-05-13 2020-04-29
17719.508 OAKMARK INTERNATIONAL INST   2019-04-24 2020-04-29
225. HAWAIIAN HOLDINGS INC   2019-12-27 2020-04-29
450. HEALTHCARE SERVICES GROUP INC   2018-04-13 2020-04-29
600. HERSHA HOSPITALITY TRUST   2016-01-14 2020-04-29
175. HERSHA HOSPITALITY TRUST   2019-07-15 2020-04-29
125. HESKA CORP   2018-04-26 2020-04-29
225. HUB GROUP INC   2019-06-27 2020-04-29
800. INFINEON TECHNOLOGIES AG ADR   2016-08-04 2020-04-29
100. INOGEN INC   2019-06-10 2020-04-29
125. INTEGER HOLDINGS CORP   2019-05-13 2020-04-29
150. JOYY INC ADR   2018-03-21 2020-04-29
100. KB FINANCIAL GROUP INC ADR   2020-02-13 2020-04-29
118. KAISER ALUMINUM CORP   2015-04-13 2020-04-29
900. KDDI CORP ADR   2014-02-10 2020-04-29
625. KENNEDY WILSON HOLDINGS INC   2018-01-22 2020-04-29
300. MACK-CALI REALTY CORP   2019-09-24 2020-04-29
224. MAGNA INTERNATIONAL INC CLASS A   2015-01-28 2020-04-29
646. MANULIFE FINANCIAL CORP   2014-02-10 2020-04-29
200. MAXIMUS INC   2006-11-20 2020-04-29
150. MERITAGE HOMES CORP   2019-06-05 2020-04-29
75. MOBILE MINI INC   2019-09-13 2020-04-29
475. MOBILE MINI INC   2017-08-29 2020-04-29
200. MOOG INC CLASS A   2018-10-03 2020-04-29
200. MUELLER INDUSTRIES INC   2020-03-10 2020-04-29
400. NATIONAL INSTRUMENTS CORP   2009-02-02 2020-04-29
300. NATIONAL VISION HOLDINGS INC   2019-05-31 2020-04-29
75. NEOGEN CORP   2019-09-13 2020-04-29
125. NEOGEN CORP   2009-04-08 2020-04-29
100. NEXSTAR MEDIA GROUP INC   2018-04-05 2020-04-29
250. NINTENDO CO LTD ADR   2019-07-01 2020-04-29
496. NIPPON TELEGRAPH & TELEPHONE ADR   2009-08-07 2020-04-29
175. NORTHWESTERN CORP   2018-04-18 2020-04-29
200. NOVARTIS AG SPONSORED ADR   2019-07-23 2020-04-29
400. NUANCE COMMUNICATIONS INC   2019-10-23 2020-04-29
600. OCEANEERING INTERNATIONAL INC   2019-07-15 2020-04-29
500. OLD NATIONAL BANCORP   2009-10-20 2020-04-29
175. OLLIE S BARGAIN OUTLET HOLDINGS   2020-02-13 2020-04-29
100. ORTHOFIX MEDICAL INC   2019-07-16 2020-04-29
125. ORTHOFIX MEDICAL INC   2019-04-17 2020-04-29
200. PJSC LUKOIL ADR   2017-03-20 2020-04-29
300. PRA GROUP INC   2016-08-24 2020-04-29
131. PAYLOCITY HOLDING CORP   2016-06-30 2020-04-29
300. PEGASYSTEMS INC   2015-03-18 2020-04-29
75. PENNANT GROUP INC   2018-10-30 2020-04-29
900. PETROLEO BRASILEIRO SA ADR   2019-03-08 2020-04-29
725. PLURALSIGHT INC   2019-09-13 2020-04-29
225. PORTLAND GENERAL ELECTRIC CO   2018-06-05 2020-04-29
50. PORTLAND GENERAL ELECTRIC CO   2019-08-01 2020-04-29
107. POWER INTEGRATIONS INC   2009-04-08 2020-04-29
250. PRESTIGE BRANDS HOLDINGS INC   2018-09-17 2020-04-29
25. PRESTIGE BRANDS HOLDINGS INC   2019-05-13 2020-04-29
275. PROS HOLDINGS   2015-09-02 2020-04-29
250. PROTO LABS INC   2016-10-11 2020-04-29
525. PROVIDENT FINANCIAL SERVICES   2018-09-17 2020-04-29
300. QUANTA SERVICES INC   2016-03-22 2020-04-29
160. QUANTA SERVICES INC   2019-07-15 2020-04-29
300. RADIAN GROUP INC   2013-08-12 2020-04-29
700. RADNET INC   2019-07-16 2020-04-29
425. RITCHIE BROS AUCTIONEERS INC   2017-12-18 2020-04-29
75. ROGERS CORP   2019-10-31 2020-04-29
175. SPS COMMERCE INC   2011-12-28 2020-04-29
175. SPX FLOW INC   2019-06-27 2020-04-29
350. SANDY SPRING BANCORP INC   2011-12-28 2020-04-29
800. SBERBANK RUSSIA SP ADR   2019-05-02 2020-04-29
900. SCHNEIDER ELECTRIC SE   2018-06-26 2020-04-29
850. SEVEN & I HOLDINGS UNSPN ADR   2019-03-08 2020-04-29
425. SHIN ETSU CHEMICAL CO LTD ADR   2020-03-10 2020-04-29
250. SONY CORP ADR   2018-03-21 2020-04-29
100. SOUTH STATE CORP   2019-06-14 2020-04-29
175. SOUTHWEST GAS HOLDINGS INC   2019-07-15 2020-04-29
475. STAG INDUSTRIAL INC   2018-12-12 2020-04-29
350. TAIWAN SEMICONDUCTOR MFG SPON ADR   2012-06-27 2020-04-29
350. TALOS ENERGY INC   2019-06-14 2020-04-29
300. TAYLOR MORRISON HOME CORP   2019-11-05 2020-04-29
175. TELADOC INC   2019-04-04 2020-04-29
350. TERADYNE INC   2016-09-12 2020-04-29
825. TIM PARTICIPACOES S A NPV ADR   2019-03-13 2020-04-29
225. TOKYO ELECTRON ADR   2020-03-10 2020-04-29
150. TREEHOUSE FOODS INC   2019-06-14 2020-04-29
150. US PHYSICAL THERAPY INC   2018-04-26 2020-04-29
50. UNIFIRST CORP   2019-04-17 2020-04-29
25. UNIFIRST CORP   2019-08-01 2020-04-29
350. UNITED OVERSEAS BANK ADR   2018-02-02 2020-04-29
725. VEOLIA ENVIRONNEMENT SA ADR   2019-06-21 2020-04-29
175. VERINT SYSTEMS INC   2009-04-08 2020-04-29
1000. WH GROUP LTD NPV ADR   2015-09-02 2020-04-29
425. WASHINGTON FEDERAL INC   2018-12-12 2020-04-29
425. WORKIVA INC   2018-02-27 2020-04-29
725. WPX ENERGY INC   2016-04-07 2020-04-29
175. WPX ENERGY INC   2019-08-08 2020-04-29
250. YUM CHINA HOLDINGS INC   2019-03-13 2020-04-29
300. ARCH CAPITAL GROUP LTD   2019-07-23 2020-04-29
100. CREDICORP LTD   2018-06-26 2020-04-29
125. FABRINET   2019-06-27 2020-04-29
100. ICON PLC   2013-06-27 2020-04-29
125. JAZZ PHARMACEUTICALS PLC   2016-08-04 2020-04-29
50. RENAISSANCE RE HOLDINGS LTD   2019-03-08 2020-04-29
25. RENAISSANCE RE HOLDINGS LTD   2019-08-01 2020-04-29
100. STERIS PLC   2018-11-27 2020-04-29
225. GLOBANT SA   2017-07-13 2020-04-29
125. CHECK POINT SOFTWARE   2012-08-16 2020-04-29
225. KORNIT DIGITAL LTD   2020-02-13 2020-04-29
250. AERCAP HOLDINGS NV   2010-06-04 2020-04-29
107. NXP SEMICONDUCTORS NV   2015-04-07 2020-04-29
8191.955 AMERICAN BEACON GLOBAL EV FRNT MRKT INC   2019-04-24 2020-05-20
8666.785 LORD ABBETT INFLATION FOCUSED I   2018-07-31 2020-05-20
1385. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-04-29 2020-05-20
7375. VANGUARD FTSE DEVELOPED MARKETS ETF   2019-04-23 2020-05-20
150000. MC DONALDS CORP 2.2% 05/26/2020   2015-10-30 2020-05-26
1533. SCHWAB INTL SMALL CAP ETF   2020-04-29 2020-06-04
382. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-04-29 2020-06-04
181. VANGUARD SMALL CAP VALUE ETF   2020-04-29 2020-06-04
1549. WISDOMTREE CBOE S&P 500 PUTWRITE ETF   2020-04-29 2020-06-04
1514. SCHWAB INTL SMALL CAP ETF   2020-04-29 2020-06-17
.85 ACS ACTIVIDADES DE CONSTRUCCION Y SERVIC   2017-06-22 2020-07-23
11040.419 FIDELITY U.S. BOND INDEX FUND   2020-07-24 2020-08-27
657. VANGUARD LARGE CAP ETF   2019-07-16 2020-08-27
5622.089 LORD ABBETT INFLATION FOCUSED I   2018-10-04 2020-09-22
4407.866 PIMCO INCOME FUND I   2018-01-23 2020-09-22
357. VANGUARD INTER TERM BOND CORP ETF   2020-07-24 2020-09-22
3451. VANGUARD LARGE CAP ETF   2019-07-16 2020-09-22
3750. WISDOMTREE CBOE S&P 500 PUTWRITE ETF   2020-04-29 2020-09-22
13760. SCHWAB INTL SMALL CAP ETF   2020-04-29 2020-12-21
12278. WISDOMTREE CBOE S&P 500 PUTWRITE ETF   2020-04-29 2020-12-21
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 7,443   6,585 858
b 7,040   2,478 4,562
c 3,441   407 3,034
d 16,506   5,090 11,416
e 6,741   18,335 -11,594
10,613   21,757 -11,144
2,864   12,275 -9,411
7,780   10,931 -3,151
327,317   332,410 -5,093
7,140   10,274 -3,134
1,190   1,276 -86
17,123   14,263 2,860
15,494   12,686 2,808
14,085   10,020 4,065
7,689   12,593 -4,904
14,469   8,890 5,579
16,446   15,411 1,035
8,079   9,550 -1,471
14,628   12,963 1,665
8,954   8,688 266
5,826   11,074 -5,248
20,958   10,183 10,775
22,402   15,479 6,923
4,326   6,400 -2,074
1,149   1,463 -314
10,342   12,380 -2,038
9,511   9,846 -335
11,613   12,972 -1,359
17,254   19,475 -2,221
48,220   21,876 26,344
12,983   2,421 10,562
6,384   5,094 1,290
11,631   2,696 8,935
11,904   10,133 1,771
3,675   7,912 -4,237
10,085   7,546 2,539
4,062   1,793 2,269
15,841   11,026 4,815
33,163   3,087 30,076
7,313   13,209 -5,896
12,943   7,414 5,529
5,793   6,885 -1,092
9,323   9,089 234
12,216   12,166 50
9,044   10,278 -1,234
9,112   11,015 -1,903
3,158   3,037 121
6,316   5,704 612
5,369   7,367 -1,998
13,158   9,236 3,922
14,122   6,147 7,975
6,384   10,300 -3,916
1,186   1,873 -687
6,008   11,023 -5,015
5,983   8,276 -2,293
15,531   5,984 9,547
18,874   10,669 8,205
12,699   9,903 2,796
8,111   8,095 16
11,642   1,221 10,421
8,877   8,522 355
10,182   12,957 -2,775
15,008   2,439 12,569
4,979   3,582 1,397
13,691   10,678 3,013
22,086   25,000 -2,914
692,205   740,937 -48,732
381,800   390,313 -8,513
169,920   204,081 -34,161
15,422   2,756 12,666
12,031   12,182 -151
5,217   13,623 -8,406
1,739   2,893 -1,154
4,347   8,137 -3,790
311,686   422,079 -110,393
3,562   6,748 -3,186
11,425   14,814 -3,389
3,457   9,770 -6,313
1,008   2,840 -1,832
9,214   10,287 -1,073
11,273   9,262 2,011
15,088   12,776 2,312
5,229   6,655 -1,426
9,922   8,719 1,203
8,670   19,263 -10,593
2,887   3,666 -779
9,243   9,049 194
13,563   8,160 5,403
9,487   12,932 -3,445
5,082   6,484 -1,402
9,067   10,849 -1,782
8,385   11,751 -3,366
13,851   1,457 12,394
8,220   7,738 482
2,183   2,653 -470
13,825   9,667 4,158
10,553   17,607 -7,054
5,404   5,216 188
16,081   5,619 10,462
8,687   8,282 405
4,920   5,852 -932
8,199   872 7,327
7,701   7,175 526
13,597   11,624 1,973
11,814   5,263 6,551
10,594   9,650 944
17,298   18,858 -1,560
8,112   6,198 1,914
3,031   10,993 -7,962
7,480   5,179 2,301
12,197   9,473 2,724
3,576   5,110 -1,534
4,471   6,548 -2,077
13,417   10,758 2,659
8,867   8,941 -74
14,758   5,589 9,169
24,740   6,462 18,278
1,541   368 1,173
6,147   12,312 -6,165
11,740   16,110 -4,370
10,975   9,802 1,173
2,439   2,736 -297
11,459   1,857 9,602
10,147   9,676 471
1,015   762 253
9,174   6,041 3,133
24,632   18,636 5,996
8,612   6,928 1,684
11,076   6,839 4,237
5,907   6,105 -198
4,821   4,152 669
10,102   9,464 638
18,607   10,214 8,393
8,689   10,497 -1,808
9,590   2,367 7,223
6,008   6,948 -940
9,399   6,247 3,152
8,543   11,496 -2,953
16,830   14,741 2,089
14,280   17,357 -3,077
11,878   11,273 605
16,141   12,263 3,878
6,157   7,065 -908
14,160   15,784 -1,624
13,016   12,422 594
19,044   4,749 14,295
3,830   7,849 -4,019
4,640   7,163 -2,523
30,905   8,143 22,762
23,570   7,188 16,382
10,058   13,101 -3,043
12,087   11,781 306
7,891   8,389 -498
12,096   11,206 890
8,686   7,740 946
4,343   4,945 -602
9,877   14,676 -4,799
15,819   17,853 -2,034
7,887   893 6,994
19,220   10,424 8,796
12,069   11,530 539
15,799   9,437 6,362
4,165   4,876 -711
1,005   1,834 -829
12,061   10,257 1,804
7,761   11,185 -3,424
14,861   22,103 -7,242
8,132   6,115 2,017
16,062   3,577 12,485
14,335   18,794 -4,459
7,652   7,092 560
3,826   4,520 -694
14,796   11,371 3,425
27,221   9,457 17,764
13,255   4,056 9,199
7,568   10,000 -2,432
7,081   2,949 4,132
11,460   10,756 704
63,242   71,192 -7,950
88,315   102,875 -14,560
50,441   56,920 -6,479
268,595   292,673 -24,078
150,000   149,546 454
46,552   42,314 4,238
15,165   13,933 1,232
20,398   18,967 1,431
38,373   37,113 1,260
45,378   41,790 3,588
4   6 -2
138,447   136,654 1,793
106,682   90,704 15,978
62,012   66,667 -4,655
51,660   54,000 -2,340
34,343   34,460 -117
531,994   476,440 55,554
98,913   89,849 9,064
505,775   379,805 125,970
344,687   294,176 50,511
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
      5,735
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       858
b       4,562
c       3,034
d       11,416
e       -11,594
      -11,144
      -9,411
      -3,151
      -5,093
      -3,134
      -86
      2,860
      2,808
      4,065
      -4,904
      5,579
      1,035
      -1,471
      1,665
      266
      -5,248
      10,775
      6,923
      -2,074
      -314
      -2,038
      -335
      -1,359
      -2,221
      26,344
      10,562
      1,290
      8,935
      1,771
      -4,237
      2,539
      2,269
      4,815
      30,076
      -5,896
      5,529
      -1,092
      234
      50
      -1,234
      -1,903
      121
      612
      -1,998
      3,922
      7,975
      -3,916
      -687
      -5,015
      -2,293
      9,547
      8,205
      2,796
      16
      10,421
      355
      -2,775
      12,569
      1,397
      3,013
      -2,914
      -48,732
      -8,513
      -34,161
      12,666
      -151
      -8,406
      -1,154
      -3,790
      -110,393
      -3,186
      -3,389
      -6,313
      -1,832
      -1,073
      2,011
      2,312
      -1,426
      1,203
      -10,593
      -779
      194
      5,403
      -3,445
      -1,402
      -1,782
      -3,366
      12,394
      482
      -470
      4,158
      -7,054
      188
      10,462
      405
      -932
      7,327
      526
      1,973
      6,551
      944
      -1,560
      1,914
      -7,962
      2,301
      2,724
      -1,534
      -2,077
      2,659
      -74
      9,169
      18,278
      1,173
      -6,165
      -4,370
      1,173
      -297
      9,602
      471
      253
      3,133
      5,996
      1,684
      4,237
      -198
      669
      638
      8,393
      -1,808
      7,223
      -940
      3,152
      -2,953
      2,089
      -3,077
      605
      3,878
      -908
      -1,624
      594
      14,295
      -4,019
      -2,523
      22,762
      16,382
      -3,043
      306
      -498
      890
      946
      -602
      -4,799
      -2,034
      6,994
      8,796
      539
      6,362
      -711
      -829
      1,804
      -3,424
      -7,242
      2,017
      12,485
      -4,459
      560
      -694
      3,425
      17,764
      9,199
      -2,432
      4,132
      704
      -7,950
      -14,560
      -6,479
      -24,078
      454
      4,238
      1,232
      1,431
      1,260
      3,588
      -2
      1,793
      15,978
      -4,655
      -2,340
      -117
      55,554
      9,064
      125,970
      50,511
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 286,670
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,553
c All other domestic foundations enter 1.39% 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 5,553
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 5,553
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,864
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 10,864
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 5,311
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,311 RefundedBullet 11 0
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ofbulletTRUST POINT INC Telephone no.bullet (608) 782-1148

    Located atbullet230 FRONT STREET NORTHLA CROSSEWI ZIP+4bullet54601
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Trust Point Inc Trustee
    1     		49,799    
    230 Front Street North
    La Crosse,WI54601
    Vicky L Kunz Trustee
    1     		0    
    N2151 Sunset Lane
    La Crosse,WI54601
    Jill A Swanson Zietlow Trustee
    1     		0    
    1301 7th Street SW
    Rochester,MN55902
    Ryan M Donovan Trustee
    1     		18,125    
    4725 Venturi Lane
    Fort Collins,CO80525
    Daniel L Kunz Trustee
    1     		65,000    
    N2151 Sunset Lane
    La Crosse,WI54601
    Scott P Zietlow Trustee
    1     		0    
    1301 7th Street SW
    Rochester,MN55902
    Matthew Zietlow Trustee
    1     		2,750    
    1301 7th Street SW
    Rochester,MN55902
    Rachel Donovan Trustee
    1     		500    
    4725 Venturi Lane
    Fort Collins,CO80525
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    12,641,872
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,641,872
    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
    12,641,872
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    189,628
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,452,244
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    622,612
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    622,612
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,553
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,553
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    617,059
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    617,059
    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
    617,059
    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
    1,184,524
    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
    1,184,524
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,184,524
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 617,059
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 529,163
    b From 2016...... 569,991
    c From 2017...... 684,148
    d From 2018...... 1,349,031
    e From 2019...... 2,133,916
    fTotal of lines 3a through e........ 5,266,249
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,184,524
    a Applied to 2019, but not more than line 2a 0
    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 2020 distributable amount..... 617,059
    e Remaining amount distributed out of corpus 567,465
    5 Excess distributions carryover applied to 2020. 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 5,833,714
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		529,163
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		5,304,551
    10 Analysis of line 9:
    a Excess from 2016.... 569,991
    b Excess from 2017.... 684,148
    c Excess from 2018.... 1,349,031
    d Excess from 2019.... 2,133,916
    e Excess from 2020.... 567,465
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    DONALD AND LAVONNE ZIETLOW SCOTT A
    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 e-mail address of the person to whom applications should be addressed:
    Brenda Stuhr
    230 Front Street North
    La Crosse,WI54601
    (608) 782-1148
    bThe form in which applications should be submitted and information and materials they should include:
    www.antiochfoundation.org
    cAny submission deadlines:
    9/15-10/15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Supports faith, education, medicine, and humanitarian need
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ST PAUL'S LUTHERAN CHURCH - MUSKEGO
    S66 W14325 JANESVILLE ROAD
    MUSKEGO,WI53150     		NONE PUBLIC MINISTRY 5,000
    LUTHER HIGH SCHOOL
    1501 WILSON ST
    ONALASKA,WI54650     		NONE PUBLIC RISE UP AND BUILD PROJECT 50,000
    RESURRECTION AND LIFE LUTHERAN CHURCH
    4520 19TH AVE NW
    ROCHESTER,MN55901     		NONE PUBLIC MINISTRY 100,000
    PRINCE OF PEACE LUTHERAN CHURCH
    3601 S GARDEN RIDGE BLVD
    FLOWER MOUND,TX75028     		NONE PUBLIC MORNINGS WITH MOMMY AND 20,000
    HOPE FOR THE HURTING HOME
    1240 60TH STREET SW
    ROCHESTER,MN55902     		NONE PUBLIC EDUCATIONAL 20,000
    PRAISE AND PROCLAIM MINISTRY
    1767 W MERGANZER DR
    MERIDIAN,ID83642     		NONE PUBLIC RELIGIOUS 20,000
    GRACE LUTHERAN CHILD LEARNING CENTER
    75 W SAHUARITA RD
    SAHUARITA,AZ85629     		NONE PUBLIC EDUCATIONAL 20,000
    WISCONSIN LUTHERAN CHILD AND FAMILY SVCS
    W175 N11120 STONEWOOD DRIVE
    GERMANTOWN,WI53022     		NONE PUBLIC EDUCATIONAL 40,000
    WISCONSIN LUTHERAN INSTL MINISTRIES
    1833 EXECUTIVE DRIVE SUITE 101B
    OCONOMOWOC,WI53066     		NONE PUBLIC MENTAL HEALTH COUNSELING 50,000
    ARIZONA SENIOR MINISTRY
    1850 NORTH CENTRAL AVENUE
    PHOENIX,AZ85004     		NONE PUBLIC ORGANIZATIONAL GROWTH 15,000
    OUR SAVIOR LUTHERAN CHURCH
    3919 SHENANDALE ST
    SAN ANTONIO,TX78230     		NONE PUBLIC RELIGIOUS 11,000
    FRIENDS OF LUTHER
    410 WEST AVENUE S
    LA CROSSE,WI54601     		NONE PUBLIC HUMANITARIAN 5,000
    BRANCH LUTHERAN SCHOOLS OF HAITI INC
    C/O KATHLEEN MENKE TREASURER
    1627 DUNLAP STREET NORTH
    ST PAUL,MN55108     		NONE PUBLIC MISSION DEVELOPMENT 35,000
    LEE CARLSON CENTER
    7954 UNIVERSITY AVE NE
    FRIDLEY,MN55432     		NONE PUBLIC COUNSELING SERVICES 5,000
    CROWN OF LIFE CHRISITAN ACADEMY
    404 ROOSEVELT ST
    FORT ATKINSON,WI53538     		NONE PUBLIC BUILDING PROJECT 40,000
    MAKE-A-WISH WISCONSIN
    11020 WEST PLANK ROAD SUITE 200
    WAUWATOSA,WI53226     		NONE PUBLIC HUMANITARIAN 6,000
    ESPERANCA
    1911 WEST EARLL DR
    PHOENIX,AZ85015     		NON PUBLIC HUMANITARIAN 19,000
    GUNDERSEN MEDICAL FOUNDATION
    1836 SOUTH AVE
    LA CROSSE,WI54601     		NONE PUBLIC SCENIC BLUFFS COMMUNITY 10,000
    CHRISTIAN LIFE MINISTRIES
    2756 LAKE SHORE AVE
    LITTLE CANADA,MN55117     		NONE PUBLIC BUILDING PROJECT 20,000
    BEAUTIFUL SAVIOR LUTHERAN CHURCH
    3030 VALLEY ST
    CARLSBAD,CA92008     		NONE PUBLIC SCHOOL GROWTH 20,000
    HOUSE OF HOPE GREEN BAY INC
    1660 CHRISTIANA ST
    GREEN BAY,WI54303     		NONE PUBLIC HOUSING STABILITY PROGRAM 20,000
    FEEDING YOUR COMMUNITIES
    2120 HOWARD DR W
    NORTH MANKATO,MN56003     		NONE PUBLIC HUMANITARIAN 10,000
    INNER-CITY COMPUTER STARS FOUNDATION
    411 E WISCONSIN
    MILWAUKEE,WI53202     		NONE PUBLIC TECHNOLOGY TRAINING 10,000
    ST MATTHEW'S LUTHERAN CHURCH
    766 W WABASHA ST
    WINONA,MN55987     		NONE PUBLIC ANNIVERSARY CELEBRATION 2,000
    HEALTHY BIRTH DAY INC
    COUNT THE KICKS
    PO BOX 71093
    CLIVE,IA50325     		NONE PUBLIC EDUCATION FOR EXPECTANT 25,000
    ST MARCUS LUTHERAN SCHOOL
    2215 N PALMER ST
    MILWAUKEE,WI53212     		NONE PUBLIC SECOND CAMPUS 40,000
    LA CROSSE PROMISE
    PO BOX 2394
    LA CROSSE,WI54602     		NONE PUBLIC COLLEGE VISITS FOR 5,000
    PRECIOUS LITTLE BLESSINGS DAYCARE
    1304 FIR AVENUE NORTH
    GLENCOE,MN55336     		NONE PUBLIC FURNACE REPLACEMENT 10,650
    CHOSEN GEN DISCIPLESHIP MINISTRY
    BOX 274
    GERMANTOWN,WI53022     		NONE PUBLIC START-UP COSTS, DEVELOPMENT 20,000
    GLOBAL SMILE FOUNDATION
    101 ACCESS ROAD SUITE 205
    NORWOOD,MA02062     		NONE PUBLIC OUTREACH CLEFT SERVICES 12,000
    CENTER FOR GENOMIC INTERPRETATION
    49 WANDERWOOD WAY
    SANDY,UT84092     		NONE PUBLIC PROJECT HERITAGE 20,000
    3HOPEFUL HEARTS
    1749 DEWEESE ST
    FORT COLLINS,CO80526     		NONE PUBLIC SUPPORT FOR BEREAVED 40,000
    WISCONSIN LUTHERAN HIGH SCHOOL
    330 N GLENVIEW AVE
    MILWAUKEE,WI53213     		NONE PUBLIC LAND PURCHASE 40,000
    WELS LUTHERANS FOR LIFE
    8501 W LINCOLN AVENUE
    WEST ALLIS,WI53227     		NONE PUBLIC EXPANDING MEDICAL SERVICES 20,000
    FRIENDS OF CHINA
    550 CONNER CIRCLE SW
    ROCHESTER,MN55902     		NONE PUBLIC FRIENDS NETWORK 18,000
    CONFESSIONAL EVANGELICAL LUTHERAN CONF
    4554 E HILLCREST DR
    MILTON,WI53563     		NONE PUBLIC INCREASE ATTENDANCE AT 10,000
    ALZHEIMER'S ASSOCIATION
    3313 S PACKERLAND DR SUITE E
    DE PERE,WI54115     		NONE PUBLIC MEDICAL ADVANCEMENT 20,000
    ST PAUL'S LUTHERAN CHURCH - COLUMBUS
    322 STEWART AVE
    COLOMBUS,OH43206     		NONE PUBLIC FACILITY REPAIR 25,000
    LEISURE EXPERIENCE FOR EXCEPTIONAL PPL
    929 N 4TH ST
    MANKATO,MN56001     		NONE PUBLIC ACTIVITIES FOR 10,000
    ST PAUL'S EV LUTHERAN CHURCH - MAUSTON
    517 GRAYSIDE AVENUE
    MAUSTON,WI53948     		NONE PUBLIC BUILDING EXPANSION 40,000
    316NOW
    BOX 28876
    GREENFIELD,WI532280876     		NONE PUBLIC EXPANSION OF SHEEP TO LAMBS 20,000
    ST PHILIP'S LUTHERAN SCHOOL
    3012 N HOLTON
    MILWAUKEE,WI53212     		NONE PUBLIC FACILITY EXPANSION 40,000
    OPEN YOUR HEART TO THE HUNGRY
    AND HOMELESS
    122 FRANKLIN AVE W
    MINNEAPOLIS,MN55404     		NONE PUBLIC RIDESHARE SERVICES FOR 10,000
    MEDAIR US
    PO BOX 4476
    WHEATON,IL601894476     		NONE PUBLIC VOLUNTEER EMERGENCY 20,000
    RISEN SAVIOR LUTHERAN CHURCH AND SCHOOL
    9550 W BROWN DEER RD
    MILWAUKEE,WI53224     		NONE PUBLIC SCHOOL EXPANSION 40,000
    ST PAUL'S LUTHERAN SCHOOL - CUDAHY
    3766 E CUDAHY AVE
    CUDAHY,WI53110     		NONE PUBLIC STEM PROGRAM 5,000
    AMERICAN CANCER SOCIETY INC
    8317 ELDERBERRY ROAD
    MADISON,WI53717     		NONE PUBLIC MEDICAL 12,000
    TRUTH IN LOVE MINISTRY
    1002 W SANETTA STREET
    NAMPA,ID83651     		NONE PUBLIC MINISTRY 20,000
    LUTHERAN HOME ASSOCIATION
    337 S MERIDIAN ST
    BELLE PLAINE,MN56011     		NONE PUBLIC MINISTRY 50,000
    KINGDOM WORKERS
    N19W24075 RIVERWOOD DRIVE
    WAUKESHA,WI53188     		NONE PUBLIC COMMUNITY 25,000
    Total .................................bullet 3a 1,150,650
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 38,359  
    4 Dividends and interest from securities....     14 234,888  
    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 ............     		    18 286,670  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAMERICAN BEACON GL     		    14 537  
    bHERSHA HOSPITALITY     14 217  
    cKENNEDY WILSON HOL     14 100  
    dPIMCO INCOME FUND     14 6,704  
    e
    12 Subtotal. Add columns (b), (d), and (e)..   567,475  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    567,475
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ANTIOCH FOUNDATION 1015002041
     
    Employer identification number

    36-3779525
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ANTIOCH FOUNDATION 1015002041
          		Employer identification number
    36-3779525
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Don Zietlow 2003 Trust fbo Vicky
    C/O Trust Point Inc
    230 Front Street North
     
    La Crosse, WI54601

    		$ 197,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Don Zietlow 2003 Trust fbo Scott
    C/O Trust Point Inc
    230 Front Street North
     
    La Crosse, WI54601

    		$ 197,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Don Zietlow 2003 Trust fbo Steven
    C/O Trust Point Inc
    230 Front Street North
     
    La Crosse, WI54601

    		$ 197,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    La Vonne Zietlow 2003 Trust fbo Vicky
    C/O Trust Point Inc
    230 Front Street North
     
    La Crosse, WI54601

    		$ 197,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    La Vonne Zietlow 2003 Trust fbo Scott
    C/O Trust Point Inc
    230 Front Street North
     
    La Crosse, WI54601

    		$ 197,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    La Vonne Zietlow 2003 Trust fbo Steven
    C/O Trust Point Inc
    230 Front Street North
     
    La Crosse, WI54601

    		$ 197,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ANTIOCH FOUNDATION 1015002041
          		Employer identification number

    36-3779525
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ANTIOCH FOUNDATION 1015002041
          		Employer identification number

    36-3779525
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ANTIOCH FOUNDATION 1015002041
    EIN:
    36-3779525
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,000     2,000

    TY 2020 OtherExpensesSchedule
    Name:
    ANTIOCH FOUNDATION 1015002041
    EIN:
    36-3779525
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 16,062 0   16,062
    OTHER NON-ALLOCABLE EXPENSE - 15,812 0   15,812


    TY 2020 OtherIncomeSchedule2
    Name:
    ANTIOCH FOUNDATION 1015002041
    EIN:
    36-3779525
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMERICAN BEACON GLOBAL EV FRNT MRKT INC 537 0  
    HERSHA HOSPITALITY TRUST 217 0  
    KENNEDY WILSON HOLDINGS INC 100 0  
    PIMCO INCOME FUND I 6,704 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    ANTIOCH FOUNDATION 1015002041
    EIN:
    36-3779525
    Description Amount
    ACCRUED INCOME/LOSS ADJUSTMENT 4,938


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANTIOCH FOUNDATION 1015002041
    EIN:
    36-3779525
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 3,615 3,615    


    TY 2020 TaxesSchedule
    Name:
    ANTIOCH FOUNDATION 1015002041
    EIN:
    36-3779525
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 614 614   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,408 4,408   0
    FEDERAL ESTIMATES - PRINCIPAL 10,864 10,864   0
    FOREIGN TAXES ON QUALIFIED FOR 3,297 3,297   0
    FOREIGN TAXES ON NONQUALIFIED 1,434 1,434   0