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JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-15
IRS object ID
202320469349100932
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-15T17:42:04-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 E KILBOURN AVENUE SUITE 750AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN392076346EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Joseph and Vera Zilber Charitable FoundationBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% STEPHAN J CHEVALIERInCareOfNm
Business Name ControlJOSEBusinessNameControlTxt
Phone4142742447PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1710 N PLANKINTON AVE Suite 1200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHAN J CHEVALIERPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4142742400PhoneNum
Signature2023-01-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHAN JPersonFirstNm
Person LastCHEVALIERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacob CookPreparerPersonNm
PTINP01240455PTIN
Phone4142725900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$301,880,639FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,972,615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,907,908DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,577,527NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,944,942GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,035,593CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,250OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$122,437OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$24,555,392TotalRevAndExpnssAmt
Total Net Invst Incm$25,065,938TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$170,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$165,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$539,478OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$529,456OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$210,773PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$208,659PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$16,712LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$25,338LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$68,151AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$68,989AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$580,272OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$521,783OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$49,468OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$343,124TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,383TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$7,149DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$40,487TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$40,221TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$37,615PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$37,944PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$68,004OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$64,775OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,081,765TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$523,166TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,189,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,986,399ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,343,658ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,068,164TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$523,166TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,533,508TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,487,228ExcessRevenueOverExpensesAmt
Net Investment Income$24,542,772NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,549,089SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,471,262SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,471,262SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$12,857AcctRcvblAmt
Acct Rcvbl BOY$39,597AcctRcvblBOYAmt
Acct Rcvbl EOY$12,857AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$12,857AcctRcvblEOYFMVAmt
US Government Obligations BOY$453,936USGovernmentObligationsBOYAmt
US Government Obligations EOY$228,344USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$228,344USGovtObligationsEOYFMVAmt
Corporate Stock BOY$95,577,760CorporateStockBOYAmt
Corporate Stock EOY$79,534,696CorporateStockEOYAmt
Corporate Stock EOYFMV$79,534,696CorporateStockEOYFMVAmt
Corporate Bonds BOY$34,975,289CorporateBondsBOYAmt
Corporate Bonds EOY$32,447,920CorporateBondsEOYAmt
Corporate Bonds EOYFMV$32,447,920CorporateBondsEOYFMVAmt
Other Investments BOY$145,916,478OtherInvestmentsBOYAmt
Other Investments EOY$179,063,578OtherInvestmentsEOYAmt
Other Investments EOYFMV$179,063,578OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$41,495LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$19,513LandBldgEquipAccumDeprecAmt
Land BOY$12,715LandBOYAmt
Land EOY$21,982LandEOYAmt
Land EOYFMV$21,982LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$100,000OtherAssetsEOYAmt
Other Assets EOYFMV$100,000OtherAssetsEOYFMVAmt
Total Assets BOY$281,524,864TotalAssetsBOYAmt
Total Assets EOY$301,880,639TotalAssetsEOYAmt
Total Assets EOYFMV$301,880,639TotalAssetsEOYFMVAmt
Accounts Payable BOY$110,982AccountsPayableBOYAmt
Accounts Payable EOY$131,476AccountsPayableEOYAmt
Grants Payable BOY$5,064,794GrantsPayableBOYAmt
Grants Payable EOY$5,707,534GrantsPayableEOYAmt
Total Liabilities BOY$5,175,776TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,839,010TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$276,349,088NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$296,041,629NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$276,349,088TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$296,041,629TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$281,524,864TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$301,880,639TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$276,349,088TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,487,228ExcessRevenueOverExpensesAmt
Other Increases$9,205,313OtherIncreasesAmt
Subtotal$296,041,629SubtotalAmt
Tot Net Ast Or Fund Balances EOY$296,041,629TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PERSHING - 1484$11,596,113$6,904,320$4,691,793$4,691,793
PERSHING - 4450$2,153,209$1,915,325$237,884$237,884
PERSHING - 4476$1,103,908$1,086,919$16,989$16,989
PERSHING - 4484$412,853$382,719$30,134$30,134
JPM - 7002$873,826$852,204$21,622$21,622
JPM - 1008$13,805,033$13,825,015-$19,982-$19,982
BREWERY PROJECT, LLC$458,000$458,000$458,000
KONA BUSINESS PARK$66$66$66
CAPITAL GAIN DIVIDENDS$599,087P
CAPITAL GAIN DIVIDENDS$599,087P
CAPITAL GAIN DIVIDENDS$599,087P
CAPITAL GAIN DIVIDENDS$599,087P
CAPITAL GAIN DIVIDENDS$599,087P
CAPITAL GAIN DIVIDENDS$599,087P
CAPITAL GAIN DIVIDENDS$599,087P
CAPITAL GAIN DIVIDENDS$599,087P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,035,593CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$341,145InvestmentIncomeExciseTaxAmt
Subtotal$341,145SubtotalAmt
Tax Based On Investment Income$341,145TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$321,158EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$351,158TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,013OverpaymentAmt
Applied To ES Tax$10,013AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.zilberfamilyfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEPHAN J CHEVALIERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142742474PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1710 N PLANKINTON AVE SUITE 1200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Marcy C Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203PRESIDENT/DIRECTOR5.0$20,000$0$0
Marilyn Zilber
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$20,000$0$0
Shane M Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$20,000$0$0
Melissa S A Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$20,000$0$0
James F Janz
710 N PLANKINTON AVEMILWAUKEEWI53203VICE PRESIDENT/DIRECTOR5.0$20,000$0$0
Stephan J Chevalier
710 N PLANKINTON AVEMILWAUKEEWI53203SECRETARY/TREASURER/DIRECTOR10.0$20,000$0$0
Michael P Mervis
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR5.0$20,000$0$0
John K Tsui
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$20,000$0$0
Mark Madigan
710 N PLANKINTON AVEMILWAUKEEWI53203Director2.0$10,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
GINA STILP
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203EXECUTIVE DIRECTOR40.0$197,296$0$8,473
ERIN FREDERICK
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203PROGRAM DIRECTOR40.0$138,300$0$23,961
IRMA YEPEZ-KLASSEN
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203PROGRAM OFFICER40.0$99,685$0$22,877
CAMILLE DAVIS
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203PROGRAM OFFICER40.0$70,173$0$16,187
LIANNA BISHOP
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203GRANTS MANAGER40.0$54,186$0$11,760

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
AR Schmeidler & Co Inc
500 5th AveNEW YORKNY10110Investment Mgmt$309,653
JP Morgan Chase Bank NA
270 Park AvenueNEW YORKNY10017Investment Mgmt$181,522
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1CLARKE SQUARE NEIGHBORHOOD INITIATIVEDescription1Txt
Expenses1$100,000Expenses1Amt
Total$100,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$135,761,112AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$130,191AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$154,636,134FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$290,527,437TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$290,527,437AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,357,912CashDeemedCharitableAmt
Net Vl Noncharitable Assets$286,169,525NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,308,476MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,308,476MinimumInvestmentReturnAmt
Tax Based On Investment Income$341,145TaxBasedOnInvestmentIncomeAmt
Total Tax$341,145TotalTaxAmt
Distributable Before Adj$13,967,331DistributableBeforeAdjAmt
Distributable Before Ded$13,967,331DistributableBeforeDedAmt
Distributable As Adjusted$13,967,331DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,533,508ExpensesAndContributionsAmt
Program Related Invst Total$100,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$12,633,508QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,967,331DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$928,019ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$928,019TotalExcessDistributionCyovAmt
Qualifying Distributions$12,633,508QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$12,633,508AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$928,019ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$928,019ExcessDistributionCyovAppCYAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$405,804UndistributedIncomeCYAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH VERA ZILBER CHARITABLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1710 N PLANKINTON AVE SUITE 1200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressINFO@ZILBERFAMILYFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsGRANTSEEKERS ARE ENCOURAGED TO CONTACT THE FOUNDATION AT INFO@ZILBERFAMILYFOUNDATION.ORG WITH A ONE-PAGE LETTER OF INQUIRY BEFORE PREPARING A PROPOSAL.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsGIVEN LIMITED RESOURCES OF TIME AND MONEY, THE FOUNDATION TYPICALLY INVITES PROPOSALS THAT RESPOND TO ITS PRIORITIES, RATHER THAN FUND UNSOLICITED PROPOSALS. THE FOUNDATION DOES NOT CONSIDER REQUESTS FOR - INDIVIDUAL ASSISTANCE - FOR-PROFIT ORGANIZATIONS - POLITICAL PARTIES OR CANDIDATES - ENDOWMENTS - ANNUAL FUND APPEALS - FUNDRAISING EVENTS - CONFERENCES OR WORKSHOPS - INDIVIDUAL SCHOLARSHIPS, FELLOWSHIPS, LOANS OR PROJECTS - PUBLICATIONS GRANT RECIPIENTS ARE REQUIRED TO REPORT ON PROGRESS TOWARD EXPECTED RESULTS EVERY SIX MONTHS, WITH DISBURSEMENTS DEPENDENT ON STAFF APPROVAL OF NARRATIVE AND FINANCIAL REPORTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (250 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
4th Dimension Sobriety
4140 South 1st StreetMilwaukeeWI53207NONEPCSober living house$10,000
808 Cleanups
PO Box 240341HonoluluHI96824NONEPCGeneral Operations$3,000
ACTS Housing
2414 West Vilet StreetMilwaukeeWI53205NONEPCHomebuyer education and counseling$100,000
ACTS Housing
2414 West Vilet StreetMilwaukeeWI53205NONEPCHome purchase and rehab$250,000
ACTS Housing
2414 West Vilet StreetMilwaukeeWI53205NONEPCAcquisition fund$500,000
Adventist Health Castle
640 Ulukahiki StreetHonoluluHI96734NONEPCGeneral Operations$10,000
Adventist Health Castle
640 Ulukahiki StreetKailuaHI96734NONEPCExpenses related to COVID-19$100,000
Aloha United Way
200 N Vineyard BlvdHonoluluHI96817NONEPCGeneral Operations$10,000Suite 700
American Cancer Society
3380 Chastain Meadows Pkwy NWKennesawGA30144NONEPCGeneral Operations$2,000Suite 200
American Diabetes Association
2451 Crystal DriveArlingtonVA22202NONEPCGeneral Operations$1,000Suite 900
American Heart Association
7272 Greenville AvenueDallasTX75231NONEPCGeneral Operations$1,000
American Red Cross
431 18th Street NWWashingtonDC20006NONEPCGeneral Operations$1,000
American Service Animal Society
PO Box 13525ChandlerAZ85248NONEPCGeneral Operations$1,000
Augustine Educational Foundation
6301 Pali HighwayKaneoheHI96744NONEPCPWH Scholars Program$5,000
Bobby Benson Center
56-660 Kamehameha HighwayKahukuHI96731NONEPCYouth development$10,000
Breast Cancer Research Foundation
28 West 44th StreetNew YorkNY10036NONEPCGeneral Operations$1,000Suite 609
Cathedral Center
845 N Van Buren StreetMilwaukeeWI53203NONEPCSafe shelter and case management$50,000
Cathedral Center
845 North Van Buren StreetMilwaukeeWI53202NONEPCGeneral Operations$3,000
Cathedral Center
710 N Plankinton AveMilwaukeeWI53203NONEPCExpenses related to COVID-19$25,000Suite 800
Ceeds of Peace
PO Box 235696HonoluluHI96823NONEPCGeneral Operations$5,000
Central Brevard Sharing Center
113 Aurora StreetCocoaFL92924NONEPCGeneral Operations$1,000
Cesar Chavez BID 38
916 S Cesar Chavez DriveMilwaukeeWI53204NONEPCGeneral Operations$30,000
Cherokee County Special Olympics of Georgia
400 Arnold Mill RoadWoodstockGA30188NONEPCGeneral Operations$1,000
Chosen Inc
217 Wisconsin AvenueWaukeshaWI53186NONEPCGeneral Operations$1,000Suite 105
Clarke Square Neighborhood Initiative
PO Box 210141MilwaukeeWI53221NONEPCExpenses related to COVID-19$75,000
Clarke Square Neighborhood Initiative Inc
PO Box 210141MilwaukeeWI53221NONEPCServe as lead agency of Clarke Square$100,000
Cocoa Community First Inc
1226 West King StreetCocoaFL32922NONEPCGeneral Operations$1,000
Community Advocates
728 N James Lovell StMilwaukeeWI53233NONEPCGeneral Operations$100,000
Community Warehouse Inc
521 S 9th StreetMilwaukeeWI53204NONEPCSupport material purchase for homeowners$40,000
Convoy of Hope
330 S Patterson AvenueSpringfieldMO65802NONEPCGeneral Operations$1,000
Cross Lutheran Church
1821 N 16th StreetMilwaukeeWI53205NONEPCBasic Human Needs$50,000
Data You Can Use
PO Box 51170MilwaukeeWI53203NONEPCGeneral Operations$100,000
Data You Can Use
PO Box 511700MilwaukeeWI53203NONEPCCapacity Building$2,500
Dominican Center for Women
2470 West Locust StreetMilwaukeeWI53206NONEPCGeneral Operations$5,000
Down the Road Thrift
238 Peachtree StreetCocoaFL32922NONEPCVeteran's programs$5,000Unit 101
Dr James E Albrecht Free Clinic
908 W Washington StreetWest BendWI53095NONEPCGeneral Operations$1,000
Dynamic Community Solutions
85-908 Waianae Valley RdWaianaeHI96792NONEPCPuuhonua O Waianae Farm Village$100,000
Dysautonomia International Inc
PO Box 596East MorichesNY11940NONEPCGeneral Operations$1,000
Edgewood Jr & Sr High School
180 East Merritt AvenueMerritt IslandFL32953NONEPCOdyssey of the Mind team$500
Family Promise of Hawaii
245 N Kukui StreetHonoluluHI96817NONEPCGeneral Operations$10,000Suite 104
Farmhouse Animal and Nature Sanctuary
2807 South Duette RoadMyakka CityFL34251NONEPCGeneral Operations$1,000
Feeding America Eastern Wisconsin
1700 W Fond du Lac AvenueMilwaukeeWI53205NONEPCGeneral Operations$5,000
Fellowship Open
PO Box 240982MilwaukeeWI53202NONEPCMKE Fellows program$10,000
Fondy Food Center
1617 W North AvenueMilwaukeeWI53205NONEPCGeneral Operations$50,000Suite 4
Forward Community Investments
2045 Atwood AvenueMadisonWI53704NONEPCGeneral Operations$50,000Suite 101A
Forward Community Investments
1850 W Fond du Lac AvenueMilwaukeeWI53203NONEPCHispanic Collaborative Emerg Dev Fund$525,000
Frameworks Institute
1333 H Street NWWashingtonDC20005NONEPCAfrican American Leadership Alliance$30,000Suite 700W
Free Radio Hustisford
PO Box 122HustisfordWI53034NONEPCGeneral Operations$5,000
Friedens Community Ministries
1220 W Vliet StreetMilwaukeeWI53205NONEPCExpenses related to COVID-19$25,000
Friends of the Childrens Justice Center of Maui
1773-A Wili Pa LoopWailukuHI96793NONEPCGeneral Operations$1,000
Friendship Inc
2245 W Fond du Lac AvenueMilwaukeeWI53206NONEPCGeneral Operations$20,000
Froedtert Hospital Foundation
9200 West Wisconsin AvenueMilwaukeeWI53226NONEPCGeneral Operations$1,000
Gathering of Southeast Wisconsin
804 E Juneau AvenueMilwaukeeWI53202NONEPCExpenses related to COVID-19$18,000
Genesis House
PO Box 2044MelbourneFL32902NONEPCGeneral Operations$1,000
Girl Scouts of Hawaii
410 Atkinson DriveHonoluluHI96814NONEPCGeneral Operations$5,000Suite 2E1
Girl Scouts of Hawaii
410 Atkinson DriveHonoluluHI96814NONEPCCapital campaign for STEM Center$50,000Suite 2E1
Greater Cocoa Community Partnership
PO Box 1CocoaFL32923NONEPCGeneral Operations$5,000
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCSmall grants for resident-led projects$20,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCTwo-year membership and support$25,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCatchafire portal$50,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Development Alliance$100,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Connections Small Grants Program$20,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCNonprofit Management Fund$37,500Suite 210
Guest House of Milwaukee
1216 North 13th StreetMilwaukeeWI53205NONEPCBasic Human Needs$10,000
Guest House of Milwaukee
1216 North 13th StreetMilwaukeeWI53205NONEPCGeneral Operations$3,000
Habilitat
45-035 Kuhonu PlaceKaneoheHI96744NONEPCConstruction services and facility training$25,000
Habilitat Inc
45-035 Kuhonu PlaceKaneoheHI96744NONEPCGeneral Operations$24,000
Habitat for Humanity International
PO Box 157WaxahachieTX75168NONEPCGeneral Operations$1,000
Hale Kipa
91-2128 Old Fort Weaver RdEwa BeachHI96706NONEPCCommunity-based Outreach and Advocacy$25,000
Hale Kipa
91-2128 Old Fort Weaver RdEwa BeachHI96706NONEPCGeneral Operations$10,000
Hale Kipa Inc
615 Piikoi StreetHonoluluHI96814NONEPCA New Home for Hale Kipa campaign$50,000Suite 203
Hawaii Alliance of Nonprofit Organizations
1020 S Beretania StreetHonoluluHI96814NONEPCGeneral Operations$20,0002nd Floor
Hawaii Childrens Action Network
850 Richard StreetHonoluluHI96813NONEPCGeneral Operations$2,000Suite 201
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NONEPCChef Hui$25,000
Hawaii Foodbank
2611 Kilihau StreetHonoluluHI96819NONEPCExpenses related to COVID-19$25,000
Hawaii Foodbank
2611 Kilihau StreetHonoluluHI96819NONEPCGeneral Operations$10,000
Health Connections Incorporated
4655 N Port Washington RdGlendaleWI53212NONEPCMilwaukee Black Grassroots Network$150,000Suite 325
Heart of Florida Youth Ranch
15833 North US Hwy 301CitraFL32113NONEPCGeneral Operations$1,000
Historic Milwaukee Inc
235 East Michigan StreetMilwaukeeWI53202NONEPCDoors Open 2022$10,000
Hoiwai for Funder Hui
59-005 Hoalua StHaleiwaHI96712NONEPCFunder Hui$25,000
Ho'ola Na Pua
1660 S Beretania StreetHonoluluHI96826NONEPCTo support construction campaign$62,500Suite 207
Ho'ola Na Pua
PO Box 401HaleiwaHI96712NONEPCGeneral Operations$50,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCGeneral Operations$25,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCGeneral Operations$6,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCGeneral Operations$1,200
Hope Center
502 North East AvenueWaukeshaWI53186NONEPCGeneral Operations$1,000
Hospice Maui
400 Mahalani StreetWailukuHI96793NONEPCGeneral Operations$1,000
Housing Resources Inc
7830 West Burleigh StreetMilwaukeeWI53222NONEPCDown payment assistance$125,000
Housing Resources Inc
7830 West Burleigh StreetMilwaukeeWI53222NONEPCHomebuyer education and counseling$75,000
Hui Mahiai Aina
41-902 Oluolu StreetWaimanaloHI96795NONEPCGeneral Operations$10,000
Imagine MKE
1037 W McKinley AvenueMilwaukeeWI53205NONEPCActivate commercial corridors$36,000Suite 302
Institute for Human Services
546 Kaaahi StreetHonoluluHI96817NONEPCGeneral Operations$10,000
Institute for Human Services Inc
546 Kaaahi StreetHonoluluHI96817NONEPCSupport housing solutions$50,000
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCFinancial opportunity center$75,000
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCGeneral Operations$200,000
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCJourney Forward Campaign$200,000
Juvenile Diabetes Research Foundation
1800 Appleton RoadMenashaWI54952NONEPCGeneral Operations$1,000Suite 2
Kako o Oiwi
PO Box 5307KaneoheHI96744NONEPCFood Security$2,500
Kapiolani Health Foundation
55 Merchant StreetHonoluluHI96813NONEPCExpenses related to COVID-19$100,00026th Floor
Kualoa-He'eia Ecumenical Youth Project
47-200 Waihee RoadKaneoheHI96744NONEPCSupport Living Library Project$50,000
Lake Sinissippi Association
PO Box 304HustisfordWI53034NONEPCGeneral Operations$5,000
Latino Entrepreneurial Network Incorporated
2778 S 35th StreetMilwaukeeWI53215NONEPCGeneral Operations$30,000Suite 408
Layton Boulevard West Neighbors Inc
1545 S Layton BlvdMilwaukeeWI53215NONEPCCommunity economic and housing programs$320,000
Le Jardin Academy
917 Kalanianaole HighwayKailuaHI96734NONEPCGeneral Operations$5,000
Legal Aid Society
728 N James Lovell StMilwaukeeWI53203NONEPCGeneral Operations$50,000Fl N
LISC Milwaukee
28 Liberty St 34th FloorNew YorkNY10005NONEPCGeneral Operations$200,000
LISC Milwaukee
234 W Florida StreetMilwaukeeWI53204NONEPCGeneral Operations$40,000Suite 204
Literacy Services of Wisconsin Inc
555 N Plankinton AveMilwaukeeWI53203NONEPCSupport adult literary and readiness skills$20,000
Lutheran Social Services
6737 West Washington StreetWest AllisWI53214NONEPCGeneral Operations$1,000Suite 2275
Make-A-Wish Hawaii
223 South King StreetHonoluluHI96813NONEPCGeneral Operations$10,000Suite 100
Make-A-Wish Hawaii
223 South King StreetHonoluluHI96813NONEPCGeneral Operations$10,000Suite 100
Make-A-Wish Hawaii
223 South King StreetHonoluluHI96813NONEPCGeneral Operations$15,000Suite 100
Make-A-Wish Hawaii
223 South King StreetHonoluluHI96813NONEPCGeneral Operations$50,000Suite 100
Make-a-Wish Southern Florida
4491 South State Road 7DavieFL33314NONEPCGeneral Operations$1,000Suite 201
Marquette University
1250 W Wisconsin AveMilwaukeeWI53233NONEPCSupport graduate program students$17,000
Marquette University
1250 W Wisconsin AveMilwaukeeWI53233NONEPCSupport expenses for Milwaukee NNS$62,500
Marquette University
770 North 12th StreetMilwaukeeWI53233NONEPCGeneral Operations$7,500
Marquette University
1250 W Wisconsin AveMilwaukeeWI53233NONEPCScholarship Fund$6,000
Marquette University
PO Box 1881MilwaukeeWI53203NONEPCGive Marquette Day campaign$5,000
Marquette University
PO Box 7013Carol StreamIL60197NONEPCGeneral Operations$5,000
Mental Health America of Hawaii
1136 Union MallHonoluluHI96813NONEPCMental health training and advocacy$40,000Suite 510
Mental Health Emergency Center
PO Box 341880MilwaukeeWI53234NONEPCGeneral Operations$100,000
Meta House
2625 North Weil StreetMilwaukeeWI53212NONEPCGeneral Operations$1,000
Meta House Inc
2625 N Weil StreetMilwaukeeWI53212NONEPCSubstance abuse treatment$50,000
Metro Milwaukee Fair Housing Council
759 N Milwaukee StreetMilwaukeeWI53202NONEPCNonprofit technical assistance$39,000Suite 500
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI53201NONEPCPrevent evictions and foreclosures$60,000
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI53201NONEPCCapacity Building$7,000
Metropolitan Milwaukee Association of Commerce
275 W Wisconsin AveMilwaukeeWI53203NONEPCSupport African American leaders in Milwaukee$50,000Suite 220
Milwaukee Area Health Education Center
1609 West North AvenueMilwaukeeWI53205NONEPCGeneral Operations$6,250Suite 202
Milwaukee Area Technical College
700 W State StreetMilwaukeeWI53211NONEPCStormer Retention Grant program$100,000
Milwaukee Center for Independence Fnd Inc
2020 W Wells StreetMilwaukeeWI53233NONEPCJob training$75,000
Milwaukee Center for Independence Foundation
2020 West Wells StreetMilwaukeeWI53233NONEPCGeneral Operations$1,000
Milwaukee Christen Center
807 S 14th StreetMilwaukeeWI53204NONEPCHome repairs in Clarke Square$50,000
Milwaukee Community Business Collaborative
PO Box 12360MilwaukeeWI53212NONEPCGeneral Operations$50,000
Milwaukee Community Land Trust
PO Box 510781MilwaukeeWI53203NONEPCGeneral Operations$150,000
Milwaukee Crime Stoppers
PO Box 242388MilwaukeeWI53224NONEPCGeneral Operations$5,000
Milwaukee Film
1037 W McKinley AvenueMilwaukeeWI53205NONEPCGeneral Operations$10,000Suite 200
Milwaukee Food Council
225 W Vine StreetMilwaukeeWI53203NONEPCExpenses related to COVID-19$50,000
Milwaukee Habitat for Humanity
3726 N Booth StreetMilwaukeeWI53212NONEPCHome repairs in Lindsay Heights$50,000
Milwaukee Habitat for Humanity
3726 North Booth StreetMilwaukeeWI53212NONEPCZilber Gives Back$25,000
Milwaukee Historical Society
910 N Old World StreetMilwaukeeWI53203NONEPCGeneral Operations$15,000
MMAC Community Support Foundation
275 W Wisconsin AveMilwaukeeWI53203NONEPCHispanic Collaborative (Mercado MKE)$25,000Suite 220
Mote Marine Laboratory
1600 Ken Thompson ParkwaySarasotaFL34236NONEPCGeneral Operations$1,000
Mothers Against Drunk Driving
745 Fort StreetHonoluluHI96813NONEPCGeneral Operations$10,000Suite 303
National Park Foundation
1500 K Street NWWashingtonDC20005NONEPCGeneral Operations$1,000Suite 700
Nativity Jesuit Academy
1515 South 29th StreetMilwaukeeWI53215NONEPCGeneral Operations$5,000
Neighborhood Improvement Development Corporation
809 N BroadwayMilwaukeeWI53202NONEPCSupport incentives to homebuyers$40,0003rd Floor
Neighborhood Improvement Development Corporation
809 N BroadwayMilwaukeeWI53202NONEPCMilwaukee Employment Initiative 2.0$60,0003rd Floor
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCGeneral Operations$500
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCPre-development costs for NeuVue$50,000
Neu-Life Community Development Inc
2014 W North AveMilwaukeeWI53205NONEPCSupport youth development programs$100,000
North AveFond du Lac Marketplace BID 32
2020 W Fond du Lac AvenueMilwaukeeWI53205NONEPCGeneral Operations$30,000
North Shore Life Guard Association
PO Box 646HaleiwaHI96712NONEPCGeneral Operations$10,000
Pali Momi Foundation
55 Merchant StreetHonoluluHI96813NONEPCExpenses related to COVID-19$100,000Suite 2600
Parents and Children Together
1485 Linapuni StreetHonoluluHI96819NONEPCMental health training and advocacy$25,000Suite 103
Parkinson Foundation - Midwest Chapter
200 SE 1st StreetMiamiFL33131NONEPCGeneral Operations$470Suite 800
Partners in Care
200 N Vineyard BlvdHonoluluHI96817NONEPCSupport housing solutions$30,000Suite A-210
Path of Hustisford Inc
PO Box 179HustisfordWI53034NONEPCUW Ext. Rural Community Re-imaging$10,000
PEARLS for Teen Girls
1805 N Martin Luther King DrMilwaukeeWI53212NONEPCYouth mentoring & leadership development$100,000
Penfield Children's Center
833 N 26th StreetMilwaukeeWI53233NONEPCSupport mental health services for children$50,000
Penfield Children's Center
833 N 26th StreetMilwaukeeWI53233NONEPCGeneral Operations$5,000
Pennsylvania State University Philanthropic Fund
116 Old MainUniversity ParkPA16802NONEPCGeneral Operations$10,000
Powerhouse Science Center
3615 Auburn BoulevardSacramentoCA95821NONEPCGeneral Operations$1,000
Prism Economic Development
3725 N Sherman BlvdMilwaukeeWI53216NONEPCExpenses related to COVID-19$25,000
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCProvide HHS to challenged communities$50,000
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCExpenses related to COVID-19$25,000
Province of St Joseph of the Capuchin Order
PO Box 5830MilwaukeeWI53205NONEPCSupport St. Ben's Community Meal Program$33,000
RCM Community Fund
750 N Lincoln Memorial DrMilwaukeeWI53202NONEPCMatching Grant$10,000Ste 320
RCM Community Fund
750 N Lincoln Memorial DrMilwaukeeWI53202NONEPCGeneral Operations$10,000Ste 320
Ready for Life Brevard
1430 Sarno RoadMelbourneFL32935NONEPCGeneral Operations$1,000
Reagan High School Arts Partnership
4965 S 20th StreetMilwaukeeWI53221NONEPCEducational enhancement programs$14,000
Reagan High School Arts Partnership
4965 S 20th StreetMilwaukeeWI53221NONEPCGeneral Operations$8,000
Residential Youth Services & Empowerment
42-470 Kalanianaole HwyKailuaHI96734NONEPCHomeless youth of Oahu$25,0006
Revitalize Milwaukee
840 N Old World Third StreetMilwaukeeWI53203NONEPCHome improvement matching grant$300,000Suite 600
River Revitalization Foundation
2134 North Riverboat RoadMilwaukeeWI53212NONEPCGeneral Operations$1,000
River Revitalization Foundation
2134 North Riverboat RoadMilwaukeeWI53212NONEPCInternship program$5,000
RiverEdge Nature Center
4458 County Hwy YSaukvilleWI53080NONEPCSupport nature-based educational programs$5,000
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCFinancial Clinic$50,000
Ronald McDonald House Charities of Hawaii Inc
1970 Judd Hillside RoadHonoluluHI96822NONEPCGeneral Operations$1,000
Ronald McDonald House Charities of Hawaii Inc
PO Box 61777HonoluluHI96839NONEPCGeneral Operations$5,000
Ronald Reagan Booster Club
4965 S 20th StreetMilwaukeeWI53221NONEPCSupport Vera J Zilber Music Department$5,000
Running Rebels Community Organization
225 West Capital DriveMilwaukeeWI53212NONEPCCapital improvements$200,000
Running Rebels Community Organization Inc
225 W Capitol DriveMilwaukeeWI53212NONEPCSupport for programs for at-risk youth$100,000
Sacramento Loaves & Fishes
1351 North C StreetSacramentoCA95811NONEPCGeneral Operations$1,000
Safe & Sound Inc
801 W Michigan StMilwaukeeWI53233NONEPCGeneral Operations$75,000
Serenity Inns
PO Box 26887MilwaukeeWI53226NONEPCOperating expenses & capital improvement$40,000
Sierra Pregnancy and Health
1212 Coloma WayRosevilleCA95661NONEPCGeneral Operations$1,000Suite A
Smithsonian Institution
PO Box 37012WashingtonDC20013NONEPCGeneral Operations$25,000
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCSupport for outcome and evaluation work$133,000
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCGeneral Operations$1,000
Soldiers Best Friend
14505 North 75th AvenuePeoriaAZ85381NONEPCGeneral Operations$1,000
South Milwaukee Human Concerns
1029 Milwaukee AvenueSouth MilwaukeeWI53172NONEPCGeneral Operations$1,000
Southeastern Guide Dogs Inc
4210 77th Street EastPalmettoFL34221NONEPCGeneral Operations$1,000
Southside Organizing Committee
1300 S Layton BoulevardMilwaukeeWI53215NONEPCExpenses related to COVID-19$25,000
Southside Organizing Committee Inc
1300 S Layton Boulevard 2MilwaukeeWI53215NONEPCSupport bilingual resident outreach$40,000
St Annes Salvatorian Campus
3800 North 92nd StreetMilwaukeeWI53222NONEPCGeneral Operations$5,000
St Annes Salvatorian Campus
3800 North 92nd StreetMilwaukeeWI53222NONEPCGeneral Operations$5,000
St Joan Antida High School
1341 North Cass StreetMilwaukeeWI53202NONEPCGeneral Operations$5,000
St Ann Center
2801 E Morgan AveMilwaukeeWI53207NONEPCIntergenerational care$400,000
St Joan Antida High School
1341 North Cass StreetMilwaukeeWI53202NONEPCGeneral Operations$4,000
St John's Lutheran Church
20275 Davidson RoadBrookfieldWI53054NONEPCOutreach Ministries$6,500
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN38105NONEPCGeneral Operations$6,000
St Mary's Food Bank
2831 North 31st AvenuePhoenixAZ85009NONEPCGeneral Operations$1,000
Straub Foundation
55 Merchant StreetHonoluluHI96813NONEPCExpenses related to COVID-19$100,00027th Floor
Street Soccer
115 East 13th StreetNew YorkNY10003NONEPCGeneral Operations$1,000
Suncoast Blood Centers
1760 Mound StreetSarasotaFL34236NONEPCGeneral Operations$1,000
Teens Grow Green
322 East Michigan StreetMilwaukeeWI53202NONEPCGeneral Operations$10,000Suite 204
The Nicole Ellis Foundation
PO Box 569South HollandIL60473NONEPCGeneral Operations$1,000
Tides Foundation
PO Box 889389Los AngelesCA90088NONEPCBlack Leaders Organizing Communities$25,000
Tidewell Hospice
5955 Rand BlvdSarasotaFL34238NONEPCGeneral Operations$1,000
TransCenter for Youth
1749 N 16th StMilwaukeeWI53205NONEPCNewline Community Caf$49,000
TRUE Skool
161 West Wisconsin AvenueMilwaukeeWI53203NONEPCGeneral Operations$7,000Suite LL1000
United Community Center
1028 S 9th StreetMilwaukeeWI53204NONEPCRicardo Diaz Early Learning Academy$100,000
United Community Center
1028 S 9th StreetMilwaukeeWI53204NONEPCHomebuyer education and counseling$85,000
United Community Center Inc
1028 S 9th StreetMilwaukeeWI53203NONEPCNew residential substance abuse facility$50,000
United Community Center Inc
1028 S 9th StreetMilwaukeeWI53204NONEPCCapital support for Early Learning Academy$50,000
United Methodist Children's Services
3940 W Lisbon AvenueMilwaukeeWI53208NONEPCGeneral Operations$10,000
United Performing Arts Fund
301 W WisconsinMilwaukeeWI53202NONEPC2021 campaign match$74,775Suite 600
United Way of Greater Milwaukee & Waukesha County
225 W Vine StreetMilwaukeeWI53212NONEPCGeneral Operations$136,018
United Way of Greater Milwaukee and Waukesha Count
225 W Vine StreetMilwaukeeWI53212NONEPCGeneral Operations$38,345
UniteMKE
1433 N Water StreetMilwaukeeWI53202NONEPCSupport development costs of UniteNorth$50,000Suite 400
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King Jr DrMilwaukeeWI53212NONEPCGeneral Operations$90,000Suite 2600
UWM Foundation Inc
1440 E North AvenueMilwaukeeWI53201NONEPCVera Zilber Public Health Fund$500,000
UWM Foundation Inc
1440 E North AvenueMilwaukeeWI53202NONEPCSupport Ron Perez legacy fund$50,000
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCExpenses related to COVID-19$75,000
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCGeneral Operations$270,000
Village Soccer Academy
69-200 Pohakulana PlaceWailkoloaHI96738NONEPCGeneral Operations$1,000Apt G3
Vince Lombardi Cancer Foundation Inc
PO Box 5010Elm GroveWI53122NONEPCGeneral Operations$1,000
Vision to Learn
12100 Wilshire BlvdLos AngelesCA90025NONEPCBetter Vision for Keiki$50,000Suite 1275
Visiting Nurse Association of Wisconsin Inc
PO Box 341880MilwaukeeWI53204NONEPCAurora Zilber Family Hospice$75,000
Walnut Way Conservation Corporation Inc
1836 W Fond du Lac AveMilwaukeeWI53205NONEPCWellness Commons in Lindsay Heights$125,000
Walnut Way Conservation Corporation Inc
2240 N 17th StreetMilwaukeeWI53205NONEPCSupport lead agency in Lindsay Heights$300,000
Walnut Way Conservation Corporation Inc
2240 N 17th StreetMilwaukeeWI53205NONEPCTo support program related costs$75,000
Walnut Way Conservation Corps
2240 N 17th StreetMilwaukeeWI53205NONEPCExpenses related to COVID-19$75,000
Walnut Way Conservation Grant
2240 N 17th StreetMilwaukeeWI53205NONEPCCapital improvements$100,000
Wild Communities Foundation
1349 Akalani LoopKailuaHI96734NONEPCGeneral Operations$16,100
Wisconsin Partnership for Housing
821 E Washington AvenueMadisonWI53703NONEPCGeneral Operations$10,000Suite 200W
Wisconsin Philanthropy Network
790 N Milwaukee StreetMilwaukeeWI53202NONEPCGeneral Operations$10,000Suite 324
Wisconsin Philanthropy Network
790 N Milwaukee StreetMilwaukeeWI53202NONEPCRegional grantmakers association$25,000Suite 324
Wisconsin Policy Forum
633 W Wisconsin AvenueMilwaukeeWI53203NONEPCGeneral Operations$3,000Suite 406
Wisconsin Voices
4201 N 27th StreetMilwaukeeWI53216NONEPCGeneral Operations$10,0007th Floor
Wisconsin Voices
4201 N 27th StreetMilwaukeeWI53203NONEPCVoter Education and Outreach$50,0007th Floor
Wisconsin Women's Business Initiative Corporation
1533 North River Center DriveMilwaukeeWI53212NONEPCSupport small business education$100,000
Women's Care Center of Milwaukee
PO Box 510978MilwaukeeWI53203NONEPCGeneral Operations$5,000
Women's Fund of Hawaii
PO Box 438HonoluluHI96809NONEPCGeneral Operations$25,000
World Affairs Seminar
10600 West Mitchell StreetWest AllisWI53214NONEPOFGeneral Operations$10,000
YMCA of Metropolitan Milwaukee
161 W Wisconsin AvenueMilwaukeeWI53203NONEPCSupport early childhood education$30,000Suite 400
Yolo Hospice
1909 Galileo CourtDavisCA95618NONEPCGeneral Operations$1,000Suite A
YWCA of Oahu
1040 Richards StreetHonoluluHI96813NONEPCGeneral Operations$50,000
YWCA Southeast Wisconsin
1915 N Dr Martin Luther King Jr DrMilwaukeeWI53212NONEPCSupport financial education and literacy$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,343,658TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACTS Housing
2414 West Vilet StreetMilwaukeeWI53205NONEPCAcquisition fund$0
Cathedral Center
845 N Van Buren StreetMilwaukeeWI53203NONEPCSafe shelter and case management$0
Cesar Chavez BID 38
916 S Cesar Chavez DriveMilwaukeeWI53204NONEPCGeneral Operations$0
Clarke Square Neighborhood Initiative Inc
PO Box 210141MilwaukeeWI53221NONEPCCommunity Development$0
Community Advocates
728 N James Lovell StMilwaukeeWI53233NONEPCGeneral Operations$0
Cross Lutheran Church
1821 N 16th StreetMilwaukeeWI53205NONEPCBasic Human Needs$0
Data You Can Use
PO Box 51170MilwaukeeWI53203NONEPCGeneral Operations$0
Fondy Food Center
1617 W North AvenueMilwaukeeWI53205NONEPCGeneral Operations$0Suite 4
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Development Alliance$0Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Connections Small Grants Program$0Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCNonprofit Management Fund$0Suite 210
Habilitat
45-035 Kuhonu PlaceKaneoheHI96744NONEPCConstruction services and facility training$0
Hale Kipa
91-2128 Old Fort Weaver RdEwa BeachHI96706NONEPCCommunity-based Outreach and Advocacy$0
Hawaii Alliance of Nonprofit Organizations
1020 S Beretania StreetHonoluluHI96814NONEPCGeneral Operations$02nd Floor
Health Connections Incorporated
4655 N Port Washington RdGlendaleWI53212NONEPCMilwaukee Black Grassroots Network$0Suite 325
Hoiwai for Funder Hui
59-005 Hoalua StHaleiwaHI96712NONEPCFunder Hui$0
Ho'ola Na Pua
PO Box 401HaleiwaHI96712NONEPCGeneral Operations$0
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCFinancial opportunity center$0
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCGeneral Operations$0
Latino Entrepreneurial Network Incorporated
2778 S 35th StreetMilwaukeeWI53215NONEPCGeneral Operations$0Suite 408
Legal Aid Society
728 N James Lovell StMilwaukeeWI53203NONEPCGeneral Operations$0Fl N
LISC Milwaukee
234 W Florida StreetMilwaukeeWI53204NONEPCGeneral Operations$0Suite 204
Make-A-Wish Hawaii
223 South King StreetHonoluluHI96813NONEPCGeneral Operations$0Suite 100
Mental Health America of Hawaii
1136 Union MallHonoluluHI96813NONEPCMental health training and advocacy$0Suite 510
Mental Health Emergency Center
PO Box 341880MilwaukeeWI53234NONEPCGeneral Operations$0
Meta House Inc
2625 N Weil StreetMilwaukeeWI53212NONEPCSubstance abuse treatment$0
Metro Milwaukee Fair Housing Council
759 N Milwaukee StreetMilwaukeeWI53202NONEPCNonprofit technical assistance$0Suite 500
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI53201NONEPCPrevent evictions and foreclosures$0
Milwaukee Area Technical College
700 W State StreetMilwaukeeWI53211NONEPCStormer Retention Grant program$0
Milwaukee Center for Independence Fnd Inc
2020 W Wells StreetMilwaukeeWI53233NONEPCJob training$0
Milwaukee Community Business Collaborative
PO Box 12360MilwaukeeWI53212NONEPCGeneral Operations$0
Milwaukee Community Land Trust
PO Box 510781MilwaukeeWI53203NONEPCGeneral Operations$0
MMAC Community Support Foundation
275 W Wisconsin AveMilwaukeeWI53203NONEPCHispanic Collaborative (Mercado MKE)$0Suite 220
North AveFond du Lac Marketplace BID 32
2020 W Fond du Lac AvenueMilwaukeeWI53205NONEPCGeneral Operations$0
Parents and Children Together
1485 Linapuni StreetHonoluluHI96819NONEPCMental health training and advocacy$0Suite 103
Residential Youth Services & Empowerment
42-470 Kalanianaole HwyKailuaHI96734NONEPCHomeless youth of Oahu$06
Revitalize Milwaukee
840 N Old World Third StreetMilwaukeeWI53203NONEPCHome improvement matching grant$0Suite 600
Safe & Sound Inc
801 W Michigan StMilwaukeeWI53233NONEPCGeneral Operations$0
Serenity Inns
PO Box 26887MilwaukeeWI53226NONEPCOperating expenses & capital improvement$0
TransCenter for Youth
1749 N 16th StMilwaukeeWI53205NONEPCNewline Community Caf$0
United Community Center
1028 S 9th StreetMilwaukeeWI53204NONEPCHomebuyer education and counseling$0
United Way of Greater Milwaukee and Waukesha Count
225 W Vine StreetMilwaukeeWI53212NONEPCGeneral Operations$0
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King Jr DrMilwaukeeWI53212NONEPCGeneral Operations$0Suite 2600
Vision to Learn
12100 Wilshire BlvdLos AngelesCA90025NONEPCBetter Vision for Keiki$0Suite 1275
Visiting Nurse Association of Wisconsin Inc
PO Box 341880MilwaukeeWI53204NONEPCAurora Zilber Family Hospice$0
Wisconsin Philanthropy Network
790 N Milwaukee StreetMilwaukeeWI53202NONEPCRegional grantmakers association$0Suite 324
Wisconsin Voices
4201 N 27th StreetMilwaukeeWI53203NONEPCVoter Education and Outreach$07th Floor
Women's Fund of Hawaii
PO Box 438HonoluluHI96809NONEPCGeneral Operations$0
YWCA of Oahu
1040 Richards StreetHonoluluHI96813NONEPCGeneral Operations$0
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,946,534TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,972,615ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,577,527ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPASSTHROUGH ENTITY DISTRIBUTIONSDesc
Exclusion18ExclusionCd
Exclusion$5,250ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,555,392ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,555,392TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$68,151Amt
Disbursements Charitable Prps$68,989DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wisconsin World Affairs CouncilBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110600 West Mitchell StAddressLine1Txt
CityWest AllisCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53214ZIPCd
FieldValueIRS element (for citing)
Grant2022-02-21GrantDt
Grant$10,000GrantAmt
Purpose Of GrantProgram support of the 2022 World Affairs Seminar held June 18-24, 2022PurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee06/30/2022DatesOfReportsByGranteeTxt
Verification2022-06-30VerificationDt
Results Of VerificationThe organization received a written report from Wisconsin World Affairs Council (a 501(c)(3) Private Operating Foundation) confirming that grant monies were spent in full for the intended purpose.ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHEDBondNm
EOY Book Value$32,447,920EOYBookValueAmt
EOYFMV$32,447,920EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$79,534,696EOYBookValueAmt
EOYFMV$79,534,696EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$228,344StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$228,344StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$179,063,578BookValueAmt
EOYFMV$179,063,578EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$16,712LegalFeesAmt
Disbursements Charitable Prps$25,338DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$100,000EOYBookValueAmt
EOYFMV$100,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIP DUES$32,560$0$0$29,560
SOFTWARE CONTRACTS$22,037$0$0$22,037
INSURANCE$7,886$0$0$7,886
OFFICE$3,080$0$0$2,971
POSTAGE & MESSENGER$764$0$0$764
PROMOTIONAL MATERIAL$45$0$0$45
MISCELLANEOUS EXPENSES$1,632$0$0$1,512

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
BROKER DISTRIBUTIONS$5,250$0
TOWNE REALTY CO.$0$109,552
PROSHARES ULTRASHORT EURO$0$15,177
WEST-HILL DEKALB LIMITED PARTNERSHIP$0-$1,089
WINCHESTER VILLAGE LIMITED PARTNERSHIP$0-$1,203

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN REAL ESTATE & OTHER INVESTMENT$33,952,215
UNREALIZED GAIN ON MARKETABLE SECURITIES-$24,746,902

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$491,176$491,176$0
PROGRAM EVALUATIONS$49,468$0$49,468
APPRAISALS$39,628$30,607$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$341,741$0$0
FOREIGN TAX$1,383$0$0$1,383

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
BREWERY PROJECT LLC
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203263980530Capital Gain, Controlled Entity$458,000
TOWNE REALTY CO
710 N PLANKINTON AVE SUITE 1200MILWAUKEEWI53203396106777CASH DISTRIBUTION$161,400
ZILBER LTD
710 N Plankinton Ave Suite 1200MILWAUKEEWI53203391472959DIVIDEND RECEIVED$16,016,191
FieldValueIRS element (for citing)
Total$16,635,591TotalAmt