Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ARNO GUNTHER CHARITABLE FOUNDATION 43P005010
 
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,327,946J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 96,871 96,871  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 370,452
b Gross sales price for all assets on line 6a 2,347,744
7 Capital gain net income (from Part IV, line 2)... 370,452
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........ 467,323 467,323  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,427 9,357   28,070
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
List of Attached Documents:
// Content
1,150 0 0 1,150
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,677 1,407   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,254 10,764 0 29,220
25 Contributions, gifts, grants paid....... 185,110 185,110
26 Total expenses and disbursements. Add lines 24 and 25 227,364 10,764 0 214,330
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 239,959
b Net investment income (if negative, enter -0-) 456,559
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 17,155 25,259 25,259
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 3,424,038 Click to see attachment
List of Attached Documents:
// Content
3,655,883 		4,302,687
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,441,193 3,681,142 4,327,946
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,441,193 3,681,142
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)..... 3,441,193 3,681,142
30 Total liabilities and net assets/fund balances (see instructions). 3,441,193 3,681,142
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
3,441,193
2
Enter amount from Part I, line 27a .....................
2
239,959
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,681,152
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,681,142
Form 990-PF (2024)
Form 990-PF (2024)
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 55. ALPHABET INC CL A   2022-11-15 2024-02-02
b 5. AMAZON.COM INC   2022-10-11 2024-02-02
c 5. APPLE INC COM   2019-05-15 2024-02-02
d 5. BANK OF AMERICA CORP COM   2022-04-29 2024-02-02
e 5. BROADCOM INC   2022-07-07 2024-02-02
25. CHEVRON TEXACO CORP COM   2023-06-01 2024-02-02
10. CHEVRON TEXACO CORP COM   2022-10-11 2024-02-02
30. COMCAST CORP NEW CL A   2022-07-07 2024-02-02
35. CONOCOPHILLIPS COM   2022-07-07 2024-02-02
5. COSTCO WHOLESALE CORP   2022-07-07 2024-02-02
5. DANAHER CORP DEL COM   2022-04-29 2024-02-02
40. DEERE & COMPANY COMMON STOCK   2023-12-07 2024-02-02
100. DEERE & COMPANY COMMON STOCK   2022-10-11 2024-02-02
10. META PLATFORMS INC   2019-05-15 2024-02-02
5. FISERV INC COMMON STOCK   2021-01-19 2024-02-02
45. INVESCO S&P 500 EQUAL WEIGHT TECH   2023-08-03 2024-02-02
125. INVESCO S&P 500 EQ WGT CONS DISC ETF   2023-08-03 2024-02-02
3620. INVESCO BULLETSHARES 2030 CORPORATE BOND ETF   2023-10-19 2024-02-02
261. INVESCO BULLETSHARES 2028 CORPORATE BOND ETF   2023-12-07 2024-02-02
2694. INVESCO BULLETSHARES 2028 CORPORATE BOND ETF   2022-11-15 2024-02-02
3070. INVESCO BULLETSHARES 2027 CORPORATE BOND ETF   2023-12-07 2024-02-02
45. ISHARES CORE S & P TOTAL US STOCK MARKET ETF   2022-10-11 2024-02-02
420. ISHARES TR S&P 500 INDEX   2023-12-07 2024-02-02
10. J P MORGAN CHASE & CO COM   2021-01-19 2024-02-02
5. JOHNSON & JOHNSON COM   2022-08-10 2024-02-02
10. LOWES COMPANIES INC COMMON STOCK   2023-01-31 2024-02-02
5. MASTERCARD INC   2022-10-11 2024-02-02
5. MCDONALDS CORP COM   2023-01-31 2024-02-02
5. MICROSOFT CORPORATION COM   2022-03-04 2024-02-02
30. MODERNA INC   2023-03-07 2024-02-02
20. NVIDIA CORP COMMON STOCK   2022-12-27 2024-02-02
255. PFIZER INC COM   2023-12-07 2024-02-02
535. PFIZER INC COM   2023-01-31 2024-02-02
15. PROCTER & GAMBLE CO COM   2023-08-03 2024-02-02
80. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF   2023-06-01 2024-02-02
5. TARGET CORP COMMON STOCK   2018-08-14 2024-02-02
1090. VANGUARD TOTAL STOCK MKT ETF   2022-12-27 2024-02-02
10. WALMART INC   2023-01-31 2024-02-02
5. ACCENTURE PLC CLASS A ORDINARY SHARES   2023-08-03 2024-02-02
5. CHUBB LTD   2023-01-31 2024-02-02
25. AMAZON.COM INC   2022-10-11 2024-03-15
35. BANK OF AMERICA CORP COM   2022-04-29 2024-03-15
5. CHEVRON TEXACO CORP COM   2022-04-29 2024-03-15
10. CONOCOPHILLIPS COM   2023-03-07 2024-03-15
15. WALT DISNEY COMPANY COMMON STOCK   2021-01-19 2024-03-15
10. META PLATFORMS INC   2019-05-15 2024-03-15
30. INVESCO S&P 500 EQUAL WEIGHT TECH   2023-08-03 2024-03-15
5. INVESCO S&P 500 EQ WGT CONS DISC ETF   2023-08-03 2024-03-15
25. ISHARES CORE S & P TOTAL US STOCK MARKET ETF   2022-10-11 2024-03-15
6. ISHARES TR S&P 500 INDEX   2023-06-01 2024-03-15
10. J P MORGAN CHASE & CO COM   2022-04-29 2024-03-15
10. LOWES COMPANIES INC COMMON STOCK   2019-07-11 2024-03-15
5. MCKESSON HBOC INC COMMON STOCK   2023-03-07 2024-03-15
5. MICROSOFT CORPORATION COM   2022-03-04 2024-03-15
5. MODERNA INC   2023-06-01 2024-03-15
15. NVIDIA CORP COMMON STOCK   2022-10-11 2024-03-15
51. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF   2023-06-01 2024-03-15
5. SALESFORCE INC   2022-04-29 2024-03-15
5. TARGET CORP COMMON STOCK   2018-08-14 2024-03-15
5. THERMO ELECTRON CORPORATION COMMON STOCK   2022-04-29 2024-03-15
14. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF   2023-03-07 2024-03-15
107. VANGUARD FTSE DEV MARKETS ETF   2023-03-07 2024-03-15
65. VANGUARD EMERGING MARKET VIPERS   2023-03-07 2024-03-15
25. VANGUARD EXTENDED MARKET ETF   2022-11-15 2024-03-15
28. VANGUARD TOTAL STOCK MKT ETF   2022-12-27 2024-03-15
15. WALMART INC   2023-01-31 2024-03-15
10. LINDE PLC   2023-01-31 2024-03-15
2118. VANGUARD TOTAL BOND MARKET ETF   2024-03-15 2024-04-19
20. VANGUARD TOTAL BOND MARKET ETF   2023-08-03 2024-04-19
50. ALPHABET INC CL A   2023-03-07 2024-04-30
20. AMGEN INC COM   2024-02-02 2024-04-30
35. APPLE INC COM   2023-09-14 2024-04-30
50. APPLE INC COM   2023-04-11 2024-04-30
50. BANK OF AMERICA CORP COM   2022-04-29 2024-04-30
5. CHEVRON TEXACO CORP COM   2022-04-29 2024-04-30
5. CONSTELLATION BRANDS INC CLASS A COMMON STOCK   2023-01-31 2024-04-30
15. DANAHER CORP DEL COM   2022-04-29 2024-04-30
5. FISERV INC COMMON STOCK   2023-04-11 2024-04-30
5. GOLDMAN SACHS GROUP INC COM   2022-04-29 2024-04-30
215. INVESCO S&P 500 EQ WGT CONS DISC ETF   2023-08-03 2024-04-30
5. INVESCO S&P 500 EQUAL WEIGHT COMM SERVICES   2024-02-02 2024-04-30
10. INVESCO BULLETSHARES 2026 CORPORATE BOND ETF   2024-02-02 2024-04-30
15. INVESCO BULLETSHARES 2025 CORPORATE BOND ETF   2024-02-02 2024-04-30
25. INVESCO BULLETSHARES 2024 CORPORATE BOND ETF   2024-03-15 2024-04-30
5. J P MORGAN CHASE & CO COM   2022-04-29 2024-04-30
5. JPMORGAN ULTRASHORT INCOME ETF   2024-03-15 2024-04-30
20. JOHNSON & JOHNSON COM   2024-03-15 2024-04-30
5. MCKESSON HBOC INC COMMON STOCK   2022-04-29 2024-04-30
100. MODERNA INC   2023-12-07 2024-04-30
80. MODERNA INC   2023-01-31 2024-04-30
530. NEXTERA ENERGY INC COM   2024-03-15 2024-04-30
10. PROCTER & GAMBLE CO COM   2024-03-15 2024-04-30
10. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF   2024-04-19 2024-04-30
50. REAL ESTATE SELECT SECTOR SPDR FUND   2024-03-15 2024-04-30
5. TARGET CORP COMMON STOCK   2018-08-14 2024-04-30
50. TESLA INC   2024-03-15 2024-04-30
85. TESLA INC   2023-04-11 2024-04-30
5. THERMO ELECTRON CORPORATION COMMON STOCK   2022-04-29 2024-04-30
15. UNITEDHEALTH GROUP INC COMMON STOCK   2024-03-15 2024-04-30
15. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF   2023-03-07 2024-04-30
710. VANGUARD FTSE DEV MARKETS ETF   2023-03-07 2024-04-30
5. WALMART INC   2023-01-31 2024-04-30
50. APPLE INC COM   2023-04-11 2024-06-24
15. MICROSOFT CORPORATION COM   2022-03-04 2024-06-24
150. NVIDIA CORP COMMON STOCK   2023-04-11 2024-06-24
5. ADOBE INC   2022-04-29 2024-06-26
25. ALPHABET INC CL A   2015-07-31 2024-06-26
5. AMGEN INC COM   2024-02-02 2024-06-26
15. APPLE INC COM   2019-05-15 2024-06-26
20. BANK OF AMERICA CORP COM   2022-04-29 2024-06-26
5. BROADCOM INC   2022-07-07 2024-06-26
5. COSTCO WHOLESALE CORP   2022-07-07 2024-06-26
10. META PLATFORMS INC   2023-04-11 2024-06-26
5. GOLDMAN SACHS GROUP INC COM   2023-06-01 2024-06-26
85. INVESCO S&P 500 EQUAL WEIGHT TECH   2024-04-30 2024-06-26
5. INVESCO S&P 500 EQUAL WEIGHT COMM SERVICES   2024-02-02 2024-06-26
40. ISHARES CORE S & P TOTAL US STOCK MARKET ETF   2023-04-11 2024-06-26
10. ISHARES TR S&P 500 INDEX   2023-06-01 2024-06-26
5. ISHARES IBONDS DEC 2030 TERM TREAS   2024-02-02 2024-06-26
15. JANUS HENDERSON MORTGAGE BACKED SECURITIES ETF   2024-02-02 2024-06-26
10. ELI LILLY & CO   2024-04-30 2024-06-26
5. MCKESSON HBOC INC COMMON STOCK   2022-04-29 2024-06-26
5. MICROSOFT CORPORATION COM   2022-03-04 2024-06-26
80. NVIDIA CORP COMMON STOCK   2023-04-11 2024-06-26
155. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF   2023-06-01 2024-06-26
5. REAL ESTATE SELECT SECTOR SPDR FUND   2024-02-02 2024-06-26
5. SELECT SECTOR SPDR TR SBI INT-UTILS   2024-04-30 2024-06-26
20. TJX COMPANIES INC NEW COMMON STOCK   2024-04-30 2024-06-26
100. VANGUARD EXTENDED DURATION TREASURY   2023-12-07 2024-06-26
5. VANGUARD TOTAL BOND MARKET ETF   2023-01-13 2024-06-26
15. VANGUARD EMERGING MARKET VIPERS   2023-03-07 2024-06-26
4. VANGUARD TOTAL STOCK MKT ETF   2023-12-07 2024-06-26
46. VANGUARD TOTAL STOCK MKT ETF   2022-12-27 2024-06-26
25. WALMART INC   2023-06-01 2024-06-26
5. AMGEN INC COM   2024-02-02 2024-08-09
5. BANK OF AMERICA CORP COM   2022-04-29 2024-08-09
180. BOEING CO COM   2024-02-02 2024-08-09
5. CHEVRON TEXACO CORP COM   2024-06-26 2024-08-09
30. COMCAST CORP NEW CL A   2024-03-15 2024-08-09
20. CONOCOPHILLIPS COM   2024-06-26 2024-08-09
10. DANAHER CORP DEL COM   2022-04-29 2024-08-09
5. META PLATFORMS INC   2023-04-11 2024-08-09
20. FISERV INC COMMON STOCK   2023-08-03 2024-08-09
5. GOLDMAN SACHS GROUP INC COM   2022-04-29 2024-08-09
25. INVESCO S&P 500 EQUAL WEIGHT COMM SERVICES   2023-08-03 2024-08-09
65. INVESCO BULLETSHARES 2026 CORPORATE BOND ETF   2022-04-29 2024-08-09
45. INVESCO BULLETSHARES 2025 CORPORATE BOND ETF   2023-08-03 2024-08-09
25. INVESCO BULLETSHARES 2024 CORPORATE BOND ETF   2022-04-29 2024-08-09
30. ISHARES CORE TOTAL US AGGREGATE BOND   2022-01-18 2024-08-09
80. ISHARES IBONDS DEC 2030 TERM TREAS   2024-02-02 2024-08-09
65. ISHARES IBONDS DEC 2028 TERM TREAS   2024-02-02 2024-08-09
55. ISHARES IBONDS DEC 2027 TERM TREAS   2024-02-02 2024-08-09
15. J P MORGAN CHASE & CO COM   2022-04-29 2024-08-09
5. JPMORGAN ULTRASHORT INCOME ETF   2024-06-26 2024-08-09
60. JANUS HENDERSON MORTGAGE BACKED SECURITIES ETF   2024-02-02 2024-08-09
30. JOHNSON & JOHNSON COM   2023-01-31 2024-08-09
10. MASTERCARD INC   2023-08-03 2024-08-09
15. MCDONALDS CORP COM   2024-06-26 2024-08-09
65. MCDONALDS CORP COM   2023-01-31 2024-08-09
20. PIMCO ACTIVE BOND ETF   2024-03-15 2024-08-09
10. PROCTER & GAMBLE CO COM   2023-08-03 2024-08-09
25. SALESFORCE INC   2024-06-26 2024-08-09
80. SALESFORCE INC   2023-04-11 2024-08-09
115. REAL ESTATE SELECT SECTOR SPDR FUND   2023-01-31 2024-08-09
25. SELECT SECTOR SPDR TR SBI INT-UTILS   2024-04-30 2024-08-09
5. TARGET CORP COMMON STOCK   2024-06-26 2024-08-09
10. THERMO ELECTRON CORPORATION COMMON STOCK   2023-06-01 2024-08-09
10. UNION PACIFIC CORPORATION COMMON STOCK   2024-03-15 2024-08-09
140. UNION PACIFIC CORPORATION COMMON STOCK   2023-06-01 2024-08-09
10. UNITEDHEALTH GROUP INC COMMON STOCK   2023-04-11 2024-08-09
5. VANGUARD EXTENDED DURATION TREASURY   2023-12-07 2024-08-09
40. VANGUARD TOTAL BOND MARKET ETF   2023-03-07 2024-08-09
80. VANGUARD FTSE DEV MARKETS ETF   2024-06-26 2024-08-09
2975. VANGUARD FTSE DEV MARKETS ETF   2023-03-07 2024-08-09
750. VANGUARD EMERGING MARKET VIPERS   2024-04-30 2024-08-09
1490. VANGUARD EMERGING MARKET VIPERS   2023-06-01 2024-08-09
20. VANGUARD EXTENDED MARKET ETF   2022-11-15 2024-08-09
5. WALMART INC   2023-03-07 2024-08-09
5. LINDE PLC   2024-04-30 2024-08-09
65. LINDE PLC   2022-07-07 2024-08-09
10. CHUBB LTD   2023-01-31 2024-08-09
15. AMAZON.COM INC   2022-10-11 2024-09-17
20. BROADCOM INC   2022-07-07 2024-09-17
5. COSTCO WHOLESALE CORP   2022-07-07 2024-09-17
5. WALT DISNEY COMPANY COMMON STOCK   2024-04-30 2024-09-17
5. FISERV INC COMMON STOCK   2021-01-19 2024-09-17
5. GE AEROSPACE   2024-08-09 2024-09-17
10. INVESCO S&P 500 EQUAL WEIGHT TECH   2023-08-03 2024-09-17
10. INVESCO S&P 500 EQ WGT CONS DISC ETF   2023-08-03 2024-09-17
5. INVESCO S&P 500 EQUAL WEIGHT COMM SERVICES   2023-08-03 2024-09-17
15. ISHARES CORE S & P TOTAL US STOCK MARKET ETF   2023-09-14 2024-09-17
5. ISHARES TR S&P 500 INDEX   2023-06-01 2024-09-17
5. LOWES COMPANIES INC COMMON STOCK   2023-06-01 2024-09-17
5. MICROSOFT CORPORATION COM   2022-03-04 2024-09-17
50. NVIDIA CORP COMMON STOCK   2023-04-11 2024-09-17
40. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF   2023-06-01 2024-09-17
25. REAL ESTATE SELECT SECTOR SPDR FUND   2023-01-31 2024-09-17
15. SELECT SECTOR SPDR TR SBI INT-UTILS   2024-04-30 2024-09-17
10. TJX COMPANIES INC NEW COMMON STOCK   2024-08-09 2024-09-17
5. TARGET CORP COMMON STOCK   2023-06-01 2024-09-17
5. UNION PACIFIC CORPORATION COMMON STOCK   2023-09-14 2024-09-17
10. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF   2023-06-01 2024-09-17
55. VANGUARD EXTENDED DURATION TREASURY   2023-12-07 2024-09-17
70. VANGUARD FTSE DEV MARKETS ETF   2022-12-15 2024-09-17
20. VANGUARD EXTENDED MARKET ETF   2022-11-15 2024-09-17
25. VANGUARD TOTAL STOCK MKT ETF   2023-08-03 2024-09-17
30. WALMART INC   2023-03-07 2024-09-17
5. ACCENTURE PLC CLASS A ORDINARY SHARES   2023-08-03 2024-09-17
60. VANGUARD TOTAL BOND MARKET ETF   2024-09-17 2024-10-03
2092. VANGUARD TOTAL BOND MARKET ETF   2023-09-05 2024-10-03
75. ALPHABET INC CL A   2015-07-31 2024-11-05
45. AMAZON.COM INC   2022-10-11 2024-11-05
40. BANK OF AMERICA CORP COM   2022-04-29 2024-11-05
5. BROADCOM INC   2022-07-07 2024-11-05
5. CHEVRON TEXACO CORP COM   2024-06-26 2024-11-05
20. CHEVRON TEXACO CORP COM   2022-04-29 2024-11-05
15. COMCAST CORP NEW CL A   2022-07-07 2024-11-05
20. CONOCOPHILLIPS COM   2024-06-26 2024-11-05
5. WALT DISNEY COMPANY COMMON STOCK   2024-04-30 2024-11-05
10. FISERV INC COMMON STOCK   2021-01-19 2024-11-05
90. INVESCO S&P 500 EQUAL WEIGHT TECH   2023-08-03 2024-11-05
348. INVESCO BULLETSHARES 2024 CORPORATE BOND ETF   2024-09-17 2024-11-05
2772. INVESCO BULLETSHARES 2024 CORPORATE BOND ETF   2023-08-03 2024-11-05
10. ISHARES CORE S & P TOTAL US STOCK MARKET ETF   2023-09-14 2024-11-05
10. J P MORGAN CHASE & CO COM   2023-09-14 2024-11-05
20. MICROSOFT CORPORATION COM   2022-03-04 2024-11-05
160. NVIDIA CORP COMMON STOCK   2023-04-11 2024-11-05
30. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF   2023-06-01 2024-11-05
75. VANGUARD EXTENDED DURATION TREASURY   2023-12-07 2024-11-05
70. VANGUARD EMERGING MARKET VIPERS   2024-09-17 2024-11-05
50. VANGUARD EXTENDED MARKET ETF   2022-11-15 2024-11-05
25. VANGUARD TOTAL STOCK MKT ETF   2023-08-03 2024-11-05
30. ALPHABET INC CL A   2023-12-07 2024-12-17
30. AMAZON.COM INC   2023-12-07 2024-12-17
35. APPLE INC COM   2019-05-15 2024-12-17
35. BANK OF AMERICA CORP COM   2022-04-29 2024-12-17
10. BOEING CO COM   2024-02-02 2024-12-17
80. BROADCOM INC   2022-07-07 2024-12-17
5. COSTCO WHOLESALE CORP   2022-07-07 2024-12-17
15. WALT DISNEY COMPANY COMMON STOCK   2021-01-19 2024-12-17
5. META PLATFORMS INC   2019-05-15 2024-12-17
5. GOLDMAN SACHS GROUP INC COM   2022-04-29 2024-12-17
35. INVESCO S&P 500 EQUAL WEIGHT TECH   2023-08-03 2024-12-17
15. INVESCO S&P 500 EQ WGT CONS DISC ETF   2023-08-03 2024-12-17
10. INVESCO S&P 500 EQUAL WEIGHT COMM SERVICES   2023-08-03 2024-12-17
25. ISHARES CORE S & P TOTAL US STOCK MARKET ETF   2023-09-14 2024-12-17
5. ISHARES TR S&P 500 INDEX   2023-06-01 2024-12-17
5. J P MORGAN CHASE & CO COM   2022-04-29 2024-12-17
10. MICROSOFT CORPORATION COM   2022-03-04 2024-12-17
110. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF   2023-06-01 2024-12-17
10. TJX COMPANIES INC NEW COMMON STOCK   2024-11-05 2024-12-17
65. VANGUARD EXTENDED DURATION TREASURY   2024-02-02 2024-12-17
85. VANGUARD EXTENDED MARKET ETF   2022-11-15 2024-12-17
50. VANGUARD TOTAL STOCK MKT ETF   2023-12-07 2024-12-17
20. WALMART INC   2023-12-07 2024-12-17
(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 7,783   4,782 3,001
b 860   572 288
c 928   239 689
d 167   179 -12
e 6,112   2,499 3,613
3,795   3,834 -39
1,518   1,584 -66
1,356   1,194 162
3,879   3,103 776
3,560   2,461 1,099
1,232   1,127 105
15,725   14,831 894
39,313   36,828 2,485
4,798   1,867 2,931
728   541 187
1,492   1,328 164
5,945   5,754 191
59,496   55,529 3,967
5,252   5,134 118
54,209   51,632 2,577
59,373   58,418 955
4,895   3,625 1,270
208,869   193,126 15,743
1,753   1,333 420
783   849 -66
2,204   1,846 358
2,314   1,579 735
1,484   1,332 152
2,058   1,448 610
2,911   4,242 -1,331
13,238   2,752 10,486
6,816   8,411 -1,595
14,301   21,878 -7,577
2,377   2,354 23
4,844   4,144 700
732   412 320
267,491   207,448 60,043
1,701   1,426 275
1,868   1,588 280
1,233   1,133 100
4,370   2,862 1,508
1,250   1,256 -6
774   788 -14
1,199   1,070 129
1,684   2,590 -906
4,840   1,867 2,973
1,025   885 140
246   230 16
2,812   2,014 798
3,084   2,543 541
1,897   1,203 694
2,443   1,049 1,394
2,652   1,689 963
2,072   1,448 624
510   641 -131
13,340   1,757 11,583
3,195   2,642 553
1,477   892 585
824   412 412
2,907   2,792 115
833   757 76
5,285   4,734 551
2,703   2,599 104
4,228   3,603 625
7,105   5,329 1,776
916   713 203
4,697   3,236 1,461
149,784   150,563 -779
1,414   1,423 -9
8,213   1,954 6,259
5,489   6,466 -977
6,061   6,151 -90
8,658   8,084 574
1,860   1,795 65
818   788 30
1,273   1,145 128
3,689   3,381 308
764   576 188
2,140   1,550 590
10,223   9,896 327
140   150 -10
191   193 -2
305   307 -2
524   526 -2
963   602 361
252   252  
2,906   3,123 -217
2,690   1,554 1,136
11,111   9,647 1,464
8,889   14,004 -5,115
35,573   31,978 3,595
1,626   1,589 37
618   609 9
1,822   1,928 -106
805   412 393
9,231   9,700 -469
15,693   11,971 3,722
2,862   2,792 70
7,267   7,475 -208
886   699 187
34,502   31,410 3,092
297   238 59
10,443   4,669 5,774
6,723   4,344 2,379
17,922   4,105 13,817
2,638   2,010 628
4,602   825 3,777
1,569   1,616 -47
3,213   718 2,495
772   718 54
7,920   2,499 5,421
4,296   2,461 1,835
5,119   3,897 1,222
2,277   1,595 682
3,079   2,762 317
147   150 -3
4,750   3,375 1,375
5,475   4,239 1,236
96   98 -2
671   682 -11
8,992   7,839 1,153
2,988   1,554 1,434
2,258   1,448 810
9,891   2,190 7,701
10,278   8,029 2,249
188   192 -4
343   335 8
2,217   1,885 332
7,481   7,815 -334
361   370 -9
654   600 54
1,074   911 163
12,347   8,755 3,592
1,710   1,214 496
1,612   1,616 -4
190   179 11
30,094   37,681 -7,587
726   780 -54
1,176   1,286 -110
2,168   2,270 -102
2,685   2,254 431
2,573   1,949 624
3,214   2,344 870
2,442   1,550 892
760   706 54
1,260   1,276 -16
925   913 12
527   522 5
2,984   3,351 -367
1,580   1,569 11
1,445   1,439 6
1,230   1,228 2
3,084   1,805 1,279
252   252  
2,750   2,708 42
4,802   4,864 -62
4,569   3,762 807
4,012   3,979 33
17,385   16,380 1,005
1,862   1,825 37
1,708   1,569 139
6,285   6,337 -52
20,111   13,173 6,938
4,795   4,651 144
1,833   1,677 156
674   730 -56
5,954   5,425 529
2,377   2,451 -74
33,284   24,691 8,593
5,592   5,205 387
387   391 -4
2,952   2,906 46
3,900   3,941 -41
145,027   129,035 15,992
32,624   31,703 921
64,813   59,467 5,346
3,365   2,883 482
339   232 107
2,232   2,215 17
29,022   20,289 8,733
2,688   2,265 423
2,808   1,717 1,091
3,233   1,000 2,233
4,496   2,461 2,035
463   557 -94
877   541 336
902   832 70
365   295 70
503   460 43
160   141 19
1,850   1,489 361
2,830   2,119 711
1,286   1,019 267
2,176   1,448 728
5,770   1,368 4,402
2,750   2,072 678
1,129   1,011 118
1,185   1,006 179
1,182   1,106 76
758   658 100
1,270   1,080 190
627   552 75
4,570   4,298 272
3,616   2,985 631
3,585   2,883 702
6,948   5,603 1,345
2,361   1,289 1,072
1,693   1,588 105
4,483   4,438 45
156,310   148,385 7,925
12,741   2,474 10,267
8,952   4,739 4,213
1,670   1,436 234
864   250 614
764   780 -16
3,056   3,152 -96
641   597 44
2,177   2,247 -70
482   557 -75
2,029   1,083 946
3,341   2,656 685
7,346   7,333 13
58,515   57,730 785
1,263   993 270
2,206   1,348 858
8,233   5,792 2,441
22,383   2,187 20,196
2,108   1,554 554
5,525   5,861 -336
3,319   2,994 325
9,334   7,207 2,127
7,117   5,603 1,514
5,899   4,118 1,781
6,958   3,945 3,013
8,867   1,675 7,192
1,565   1,256 309
1,737   2,093 -356
18,767   3,999 14,768
4,926   2,461 2,465
1,699   2,590 -891
3,103   934 2,169
2,869   1,550 1,319
1,358   1,033 325
825   690 135
354   282 72
3,310   2,482 828
3,022   2,119 903
1,186   602 584
4,536   2,889 1,647
8,099   5,698 2,401
1,234   1,134 100
4,671   5,057 -386
16,987   12,252 4,735
14,969   11,394 3,575
1,902   970 932
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       3,001
b       288
c       689
d       -12
e       3,613
      -39
      -66
      162
      776
      1,099
      105
      894
      2,485
      2,931
      187
      164
      191
      3,967
      118
      2,577
      955
      1,270
      15,743
      420
      -66
      358
      735
      152
      610
      -1,331
      10,486
      -1,595
      -7,577
      23
      700
      320
      60,043
      275
      280
      100
      1,508
      -6
      -14
      129
      -906
      2,973
      140
      16
      798
      541
      694
      1,394
      963
      624
      -131
      11,583
      553
      585
      412
      115
      76
      551
      104
      625
      1,776
      203
      1,461
      -779
      -9
      6,259
      -977
      -90
      574
      65
      30
      128
      308
      188
      590
      327
      -10
      -2
      -2
      -2
      361
       
      -217
      1,136
      1,464
      -5,115
      3,595
      37
      9
      -106
      393
      -469
      3,722
      70
      -208
      187
      3,092
      59
      5,774
      2,379
      13,817
      628
      3,777
      -47
      2,495
      54
      5,421
      1,835
      1,222
      682
      317
      -3
      1,375
      1,236
      -2
      -11
      1,153
      1,434
      810
      7,701
      2,249
      -4
      8
      332
      -334
      -9
      54
      163
      3,592
      496
      -4
      11
      -7,587
      -54
      -110
      -102
      431
      624
      870
      892
      54
      -16
      12
      5
      -367
      11
      6
      2
      1,279
       
      42
      -62
      807
      33
      1,005
      37
      139
      -52
      6,938
      144
      156
      -56
      529
      -74
      8,593
      387
      -4
      46
      -41
      15,992
      921
      5,346
      482
      107
      17
      8,733
      423
      1,091
      2,233
      2,035
      -94
      336
      70
      70
      43
      19
      361
      711
      267
      728
      4,402
      678
      118
      179
      76
      100
      190
      75
      272
      631
      702
      1,345
      1,072
      105
      45
      7,925
      10,267
      4,213
      234
      614
      -16
      -96
      44
      -70
      -75
      946
      685
      13
      785
      270
      858
      2,441
      20,196
      554
      -336
      325
      2,127
      1,514
      1,781
      3,013
      7,192
      309
      -356
      14,768
      2,465
      -891
      2,169
      1,319
      325
      135
      72
      828
      903
      584
      1,647
      2,401
      100
      -386
      4,735
      3,575
      932
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 2 370,452
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
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 right arrow 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) 1 6,346
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,346
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 6,346
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,460
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 1,460
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.......right arrow 9 4,886
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See 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 addressright arrow  
14
The books are in care ofright arrowLEGACY PRIVATE TRUST COMPANY Telephone no.right arrow (920) 967-5020

Located atright arrowPO BOX 649NEENAHWI ZIP+4right arrow549570649
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		37,427    
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
4,153,350
b
Average of monthly cash balances.......................
1b
87,084
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,240,434
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
4,240,434
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,607
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,176,827
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
208,841
Part X
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 IX, line 6..................
1
208,841
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,346
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,346
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
202,495
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
202,495
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 XII, line 1 ...
7
202,495
Part XI
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
214,330
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
214,330
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 202,495
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 11,001
e From 2023...... 14,680
f Total of lines 3a through e ........ 25,681
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 214,330
a Applied to 2023, 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 2024 distributable amount..... 202,495
e Remaining amount distributed out of corpus 11,835
5 Excess distributions carryover applied to 2024. 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 37,516
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		37,516
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 11,001
d Excess from 2023.... 14,680
e Excess from 2024.... 11,835
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

PORT WASHINGTON SENIOR CITIZENS
CENTER
403 W FOSTER STREET
PORT WASHINGTON,WI53074 		NONE PUBLIC CHARITY GENERAL USE 5,554

FRIEDENS EVANGELICAL CHURCH

454 N MILWAUKEE STREET
PORT WASHINGTON,WI53074 		NONE CHURCH GENERAL USE 24,064

UNITED WAY OF NORTHERN OZAUKEE CO

P O BOX 39
PORT WASHINGTON,WI53074 		NONE PUBLIC CHARITY GENERAL USE 14,808

WISCONSIN HUMANE SOCIETY
OZAUKEE CAMPUS
2073 HWY W
GRAFTON,WI53024 		NONE PUBLIC CHARITY GENERAL USE 8,330

FAMILY SHARING OF OZAUKEE CO INC
C/O MS COLLEEN KASPER
1002 OVERLAND COURT
GRAFTON,WI53024 		NONE PUBLIC CHARITY GENERAL USE 14,808

THE FOOD PANTRY
C/O JOY DREIER
1800 N WISCONSIN STREET
PORT WASHINGTON,WI53074 		NONE PUBLIC CHARITY GENERAL USE 11,106

VAN ELLS SCHANEN POST N 82 INC
C/O HAROLD JOHNSON
435 N LAKE ST
PORT WASHINGTON,WI53074 		NONE LODGE GENERAL USE 5,554

COMMUNITY EDUCATION FDN OF
PORT WASHINGTON
206 N FRANKLIN ST
PORT WASHINGTON,WI53074 		NONE 501C3 GENERAL USE 92,556

W J NIEDERKORN LIBRARY
C/O DAVID NIMMER
316 W GRAND AVENUE
PORT WASHINGTON,WI53074 		NONE PUBLICH CHARITY GENERAL USE 8,330
Total .................................right arrow 3a 185,110
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 96,871  
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 ............ 		    18 370,452  
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) ..   467,323  
13Total. Add line 12, columns (b), (d), and (e)..................
13
467,323
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ARNO GUNTHER CHARITABLE FOUNDATION 43P005010
EIN:
26-2522556
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,150     1,150

TY 2024 InvestmentsCorpStockSchedule
Name:
ARNO GUNTHER CHARITABLE FOUNDATION 43P005010
EIN:
26-2522556
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED    

TY 2024 OtherDecreasesSchedule
Name:
ARNO GUNTHER CHARITABLE FOUNDATION 43P005010
EIN:
26-2522556
Description Amount
WASH SALE ADJ 9
ROUNDING 1


TY 2024 TaxesSchedule
Name:
ARNO GUNTHER CHARITABLE FOUNDATION 43P005010
EIN:
26-2522556
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 810 0   0
FEDERAL ESTIMATES - INCOME 1,460 0   0
FOREIGN TAXES ON QUALIFIED FOR 949 949   0
FOREIGN TAXES ON NONQUALIFIED 458 458   0