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
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 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$15,857,505J 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) 790,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 75,231 75,231  
4 Dividends and interest from securities... 378,155 378,155  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,047,472
b Gross sales price for all assets on line 6a 9,649,147
7 Capital gain net income (from Part IV, line 2)... 1,047,472
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
List of Attached Documents:
// Content
9,972 9,972  
12 Total. Add lines 1 through 11........ 2,300,830 1,510,830  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 134,759 134,759    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,593 0 0 1,593
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0 0 2,000
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
9,896 9,896   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
List of Attached Documents:
// Content
11,691     11,691
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,939 144,655 0 15,284
25 Contributions, gifts, grants paid....... 1,072,024 1,072,024
26 Total expenses and disbursements. Add lines 24 and 25 1,231,963 144,655 0 1,087,308
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,068,867
b Net investment income (if negative, enter -0-) 1,366,175
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............. 3,525    
2 Savings and temporary cash investments......... 174,930 434,359 434,359
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).......      
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) 13,408,283 14,154,660 15,423,146
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,586,738 14,589,019 15,857,505
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........ 13,586,738 14,589,019
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)..... 13,586,738 14,589,019
30 Total liabilities and net assets/fund balances (see instructions). 13,586,738 14,589,019
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
13,586,738
2
Enter amount from Part I, line 27a .....................
2
1,068,867
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
137
4
Add lines 1, 2, and 3 ..........................
4
14,655,742
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
66,723
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,589,019
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 26764.743 FIDELITY LONG-TERM TREASURY BOND INDEX   2023-07-20 2024-01-26
b 3228. INVESCO S&P 500 LOW VOLATILITY ETF   2023-04-18 2024-01-26
c 24873.097 VANGUARD SHORT TERM TREASURY ADM   2023-02-28 2024-01-26
d 378. VANGUARD LARGE CAP ETF   2016-05-06 2024-01-26
e 260. SCHWAB MID CAP ETF   2016-11-16 2024-01-30
384. VANGUARD LARGE CAP ETF   2016-05-06 2024-01-30
100000. OLD NATIONAL BANCORP 5.875% 09/29/2026   2022-09-14 2024-02-09
15882. INVESCO S&P 500 LOW VOLATILITY ETF   2023-10-27 2024-03-19
3567. ISHARES CORE 1-5 YEAR BOND ETF   2022-03-28 2024-03-19
6852.35 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-04-14 2024-03-19
1603. ISHARES CORE 1-5 YEAR BOND ETF   2022-03-28 2024-04-11
565. ISHARES MSCI INTL VALUE FACTOR ETF   2022-02-14 2024-04-11
1021. VANGUARD FTSE ALL-WORLD EX-US INDEX ETF   2022-02-14 2024-04-11
1189. WISDOMTREE US QUALITY GROWTH ETF   2024-03-19 2024-04-11
1204. ISHARES MSCI INTL VALUE FACTOR ETF   2022-02-14 2024-06-04
937. SCHWAB FUNDAMENTAL EMERGING MARKETS ETF   2022-02-11 2024-06-04
216. VANGUARD DIVIDEND APPRECIATION ETF   2022-07-22 2024-06-04
439. VANGUARD FTSE EMERGING MARKETS ETF   2024-03-19 2024-06-04
98. VANGUARD SMALL CAP GROWTH ETF   2022-02-11 2024-06-04
140. VANGUARD SMALL CAP VALUE ETF   2020-04-29 2024-06-04
5821. ISHARES MSCI INTL VALUE FACTOR ETF   2024-01-26 2024-06-14
14153. ISHARES MSCI INTL VALUE FACTOR ETF   2022-02-14 2024-06-14
14758. SCHWAB FUNDAMENTAL EMERGING MARKETS ETF   2022-02-11 2024-06-14
2728. VANGUARD FTSE ALL-WORLD EX-US INDEX ETF   2024-01-26 2024-06-14
6597. VANGUARD FTSE ALL-WORLD EX-US INDEX ETF   2022-02-14 2024-06-14
10043. VANGUARD FTSE EMERGING MARKETS ETF   2024-03-19 2024-06-14
17648. SPDR MULTI-ASSET REAL RETURN ETF   2022-02-11 2024-06-17
3609. WISDOMTREE EQUITY PREMIUM INCOME ETF   2024-05-08 2024-06-17
33952. WISDOMTREE EQUITY PREMIUM INCOME ETF   2022-07-22 2024-06-17
1373. VANGUARD SMALL CAP GROWTH ETF   2024-01-26 2024-06-20
1846. VANGUARD SMALL CAP GROWTH ETF   2022-02-11 2024-06-20
1508. VANGUARD SMALL CAP VALUE ETF   2024-01-26 2024-06-20
2781. VANGUARD SMALL CAP VALUE ETF   2020-05-20 2024-06-20
4264.903 ARGA EMERGING MARKETS VALUE FUND   2024-06-14 2024-10-10
4304.233 CONESTOGA SMALL CAP INST   2024-06-20 2024-10-24
42882.405 DWS RREEF REAL ASSETS STRATEGY   2024-06-17 2024-10-24
6463. ISHARES CORE 1-5 YEAR BOND ETF   2022-08-08 2024-10-24
2427.345 VANGUARD MORTGAGE-BACKED SECURITIES INDE   2023-05-18 2024-10-24
9394.648 WILLIAM BLAIR SMALL CAP VALUE CLASS I   2024-06-20 2024-10-24
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 258,280   276,212 -17,932
b 203,358   203,910 -552
c 245,000   245,000  
d 84,737   35,403 49,334
e 19,663   11,448 8,215
86,666   35,965 50,701
99,250   101,975 -2,725
1,030,003   994,430 35,573
168,606   172,283 -3,677
124,165   127,043 -2,878
75,203   77,423 -2,220
15,850   15,049 801
59,335   60,733 -1,398
49,324   48,459 865
34,848   32,069 2,779
27,218   30,586 -3,368
38,898   32,015 6,883
18,757   18,247 510
24,131   23,880 251
25,822   14,671 11,151
157,955   153,447 4,508
384,048   376,972 7,076
432,809   481,732 -48,923
159,977   151,420 8,557
386,864   392,416 -5,552
438,807   417,447 21,360
487,061   505,520 -18,459
120,862   113,132 7,730
1,137,017   791,486 345,531
338,873   317,622 21,251
455,615   334,869 120,746
275,576   264,663 10,913
508,208   283,308 224,900
48,535   43,630 4,905
333,277   304,740 28,537
534,315   485,000 49,315
310,952   312,070 -1,118
44,687   44,834 -147
287,194   270,566 16,628
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
      117,401
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       -17,932
b       -552
c        
d       49,334
e       8,215
      50,701
      -2,725
      35,573
      -3,677
      -2,878
      -2,220
      801
      -1,398
      865
      2,779
      -3,368
      6,883
      510
      251
      11,151
      4,508
      7,076
      -48,923
      8,557
      -5,552
      21,360
      -18,459
      7,730
      345,531
      21,251
      120,746
      10,913
      224,900
      4,905
      28,537
      49,315
      -1,118
      -147
      16,628
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,047,472
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 18,990
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 18,990
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 18,990
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,732
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 4,732
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 14,258
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowTRUST POINT INC Telephone no.right arrow (608) 782-1148

Located atright arrow230 FRONT STREET NORTHLA CROSSEWI ZIP+4right arrow54601
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
Yes
 
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
Trust Point Inc Trustee
1 		64,759    
230 Front Street North
La Crosse,WI54601
Vicky L Kunz Trustee
1 		2,500    
N9416 Taube Road
Holmen,WI54636
Jill A Swanson Zietlow Trustee
1 		0    
1301 7th Street SW
Rochester,MN55902
Daniel L Kunz Trustee
1 		65,000    
N9416 Taube Road
Holmen,WI54636
Scott P Zietlow Trustee
1 		0    
1301 7th Street SW
Rochester,MN55902
Matthew Zietlow Trustee
1 		2,500    
1301 7th Street SW
Rochester,MN55902
Rachel Donovan Trustee
1 		0    
4725 Venturi Lane
Fort Collins,CO80525
Jesse Kunz-Renneberg Trustee
1 		0    
3609 E 47th Street
Minneapolis,MN554063866
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
15,420,274
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
15,420,274
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
15,420,274
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
231,304
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,188,970
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
759,449
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
759,449
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,990
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,990
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
740,459
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
740,459
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
740,459
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
1,087,308
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
1,087,308
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 7 740,459
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...... 2,133,916
b From 2020...... 567,465
c From 2021...... 520,013
d From 2022...... 622,114
e From 2023...... 149,612
f Total of lines 3a through e ........ 3,993,120
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,087,308
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..... 740,459
e Remaining amount distributed out of corpus 346,849
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 4,339,969
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) ... 		2,133,916
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,206,053
10 Analysis of line 9:
a Excess from 2020.... 567,465
b Excess from 2021.... 520,013
c Excess from 2022.... 622,114
d Excess from 2023.... 149,612
e Excess from 2024.... 346,849
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).)
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 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 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 (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

LUTHER HIGH SCHOOL

1501 WILSON ST
ONALASKA,WI54650 		NONE PUBLIC VARIOUS PURPOSES 25,000

316 NOW

PO BOX 28876
GREENFIELD,WI532280876 		NONE PUBLIC JOY-FILLED CHILDREN OF THE 20,000

FIRST EVANGELICAL LUTHERAN CHURCH
LA CROSSE
400 WEST AVE
LA CROSSE,WI54601 		NONE PUBLIC MINISTRY 5,000

SALTY EARTH PICTURES

36 SOUTH 3RD STREET WEST
FORT ATKINSON,WI53538 		NONE PUBLIC PRODUCE VIDEO BIBLE STORIES 10,000

CROSSWALK LUTHERAN MINISTRIES

PO BOX 13
Laveen,AZ85339 		NONE PUBLIC EXPAND SOFTWARE AND AND 30,000

ST PAUL'S LUTHERAN CHURCH - MUSKEGO

S66 W14325 JANESVILLE ROAD
MUSKEGO,WI53150 		NONE PUBLIC MINISTRY 3,000

Crown of Life Lutheran Church

5939 MAGNOLIA AVENUE
Riverside,CA92506 		NONE PUBLIC SANCTUARY REMODELING 40,000

KINGDOM PREP LUTHERAN HIGH SCHOOL

2520 N WAUWATOSA AVE
WAUWATOSA,WI53213 		NONE PUBLIC EDUCATION 40,000

ST MARCUS LUTHERAN SCHOOL

2215 N PALMER ST
MILWAUKEE,WI53212 		NONE PUBLIC SECOND CAMPUS 40,000

MEDAIR US

PO BOX 4476
WHEATON,IL601894476 		NONE PUBLIC VOLUNTEER EMERGENCY 20,000

Footnotes Trauma Foundation

808 NORTH SECOND ST
Makato,MN56001 		NONE PUBLIC HUMANITARIAN 30,000

UCHealth N Colorado Foundation

2315 EAST HARMONY RD 200
Fort Collins,CO80528 		NONE PUBLIC MEDICAL 7,000

St Paul Lutheran Church

1530 S MAIN ST
Lake Mills,WI53551 		NONE PUBLIC MEDICAL 5,000

INSTITUTIONAL MINISTRIES

1833 EXECUTIVE DR SUITE 101B
OCONOMOWOC,WI53066 		NONE PUBLIC MINISTRY 50,000

AMERICAN RED CROSS - WISCONSIN
REGION
4860 SHEBOYGAN AVE
MADISON,WI53705 		NONE PUBLIC HUMANITARIAN 30,000

HABITAT FOR HUMANITY OF
WAUKESHA COUNTY
2020 SPRINGDALE ROAD
WAUKESHA,WI53186 		NONE PUBLIC HUMANITARIAN 5,000

LOAVES & FISHES

721 KASOTA AVE SE
MINNEAPOLIS,MN55414 		NONE PUBLIC HUMANITARIAN 15,000

Risen Savior Academy

14605 59TH AVE E
Lakewood Ranch,FL34211 		NONE PUBLIC EDUCATION 15,000

Saint Lucas Lutheran School

648 E DOVER ST
Milwaukee,WI53207 		NONE PUBLIC HUMANITARIAN 10,000

St Peter's Lutheran Church and School

312 WEST MAIN ST
Weyauwega,WI54983 		NONE PUBLIC MINISTRY 20,000

Sola Fide Lutheran Church and Academy

1307 WEBB GIN HOUSE RD
Lawrenceville,GA30045 		NONE PUBLIC EDUCATION 15,000

Risen Savior Lutheran School

9550 W BROWN DEER RD
Milwaukee,WI53224 		NONE PUBLIC MINISTRY 40,000

Christian Family Solutions

W175 N11120 STONEWOOD DRIVE
Germantown,WI53022 		NONE PUBLIC MINISTRY 47,024

St Paul Lutheran Church

514 S CLAY ST
Green Bay,WI54301 		NONE PUBLIC MINISTRY 45,000

Christ Alone Lutheran Academy

227 HARVARD ST
Princeton,WI54968 		NONE PUBLIC HUMANITARIAN 10,000

St Luke's Lutheran Church

301 CLARK ST
Watertown,WI53094 		NONE PUBLIC HUMANITARIAN 5,000

Gloria Dei Lutheran Church

5250 MACKINAW ROAD
Saginaw,MI48603 		NONE PUBLIC EDUCATION 40,000

AMERICAN CANCER SOCIETY INC

BOX 902
PEWAUKEE,WI53072 		NONE PUBLIC MEDICAL 20,000

Alzheimer's Association - Wisconsin
Chapter
620 S 76TH ST
Milwaukee,WI53214 		NONE PUBLIC HUMANITARIAN 20,000

Healthy Birth Day Inc

1820 NW 118TH ST
Clive,IA50325 		NONE PUBLIC HUMANITARIAN 25,000

Grace in Action

201 NORTH STATE STREET
New Ulm,MN56073 		NONE PUBLIC HUMANITARIAN 20,000

Feeding our Communities Partners

2120 HOWARD DR WEST SUITE F
North Mankato,MN56003 		NONE PUBLIC HUMANITARIAN 10,000

Southern Minnesota Crisis Nursery (DBA I

717 5TH STREET NORTH
New Ulm,MN56073 		NONE PUBLIC HUMANITARIAN 10,000

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 20,000

WELS LUTHERANS FOR LIFE
MILWAUKEE
8501 W LINCOLN AVE
WEST ALLIS,WI53227 		NONE PUBLIC MEDICAL 10,000

KINGDOM WORKERS

N19W24075 RIVERWOOD DRIVE
WAUKESHA,WI53188 		NONE PUBLIC COMMUNITY 80,000

Betty Brinn Children's Museum

929 EAST WISCONSIN AVE
Milwaukee,WI53202 		NONE PUBLIC HUMANITARIAN 2,500

Habitat for Humanity - LaCrosse

3181 BERLIN DR
La Crosse,WI54601 		NONE PUBLIC HUMANITARIAN 15,000

Leisure Education for Exceptional People
Inc
1315 STADIUM RD SUITE 101
Mankato,MN56001 		NONE PUBLIC HUMANITARIAN 18,000

Ozaukee Food Alliance

PO BOX 80341
Saukville,WI53080 		NONE PUBLIC HUMANITARIAN 20,000

CENTER FOR URBAN TEACHING

2600 W WISCONSIN AVE
MILWAUKEE,WI53233 		NONE PUBLIC EDUCATION 30,000

Giving to the Nations

4003 DURAND AVENUE
Racine,WI54405 		NONE PUBLIC HUMANITARIAN 10,000

Myriad USA

551 FIFTH AVENUE SUITE 2400
New York,NY10176 		NONE PUBLIC HUMANITARIAN 31,500

Water Compass Inc

505 TREMONT ST
Boston,MA02116 		NONE PUBLIC HUMANITARIAN 18,000

MAKE-A-WISH WISCONSIN

11020 W PLANK COURT
WAUWATOSA,WI53226 		NONE PUBLIC MEDICAL 8,000

Health Poverty Action USA

931 EAST MAIN ST
Madison,WI53703 		NONE PUBLIC HUMANITARIAN 20,000

LEGACY COMMUNITY CENTER

26 W GRAND AVENUE
CHIPPEWA FALLS,WI54729 		NONE PUBLIC HUMANITARIAN 2,000

God's Treasures Childcare Learning
Center
506 HIGH STREET WEST
Winthrop,MN55396 		NONE PUBLIC EDUCATION 40,000
Total .................................right arrow 3a 1,072,024
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 ........... 		    14 75,231  
4 Dividends and interest from securities ....     14 378,155  
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 1,047,472  
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) ..   1,510,830  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,510,830
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ANTIOCH FOUNDATION 1015002041
 
Employer identification number

36-3779525
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ANTIOCH FOUNDATION 1015002041
  		Employer identification number
36-3779525
Part I
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
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
4
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
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 2024 LegalFeesSchedule
Name:
ANTIOCH FOUNDATION 1015002041
EIN:
36-3779525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,593     1,593


TY 2024 OtherDecreasesSchedule
Name:
ANTIOCH FOUNDATION 1015002041
EIN:
36-3779525
Description Amount
RETURN OF CAPITAL ADJUSTMENT 66,723


TY 2024 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 - 8,691 0   8,691
OTHER NON-ALLOCABLE EXPENSE - 3,000 0   3,000


TY 2024 OtherIncomeSchedule2
Name:
ANTIOCH FOUNDATION 1015002041
EIN:
36-3779525
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 9,972 9,972  


TY 2024 OtherIncreasesSchedule
Name:
ANTIOCH FOUNDATION 1015002041
EIN:
36-3779525
Description Amount
ACCRUED INCOME/LOSS ADJUSTMENT 137


TY 2024 SubstantialContributorsSch
Name:
ANTIOCH FOUNDATION 1015002041
EIN:
36-3779525
Name Address
Don Zietlow 2003 Trust fbo Vicky
C/O Trust Point Inc 		230 Front Street North
La Crosse,WI54601
Don Zietlow 2003 Trust fbo Scott
C/O Trust Point Inc 		230 Front Street North
La Crosse,WI54601
La Vonne Zietlow 2003 Trust fbo Vicky
C/O Trust Point Inc 		230 Front Street North
La Crosse,WI54601
La Vonne Zietlow 2003 Trust fbo Scott
C/O Trust Point Inc 		230 Front Street North
La Crosse,WI54601


TY 2024 TaxesSchedule
Name:
ANTIOCH FOUNDATION 1015002041
EIN:
36-3779525
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 4,732 4,732   0
FOREIGN TAXES ON QUALIFIED FOR 5,024 5,024   0
FOREIGN TAXES ON NONQUALIFIED 140 140   0