JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-01
- IRS object ID
- 202100329349100705
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-01T14:57:31-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVENUE SUITE 750 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392076346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Vera Zilber Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHAN J CHEVALIER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 4142742400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE Suite 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHAN J CHEVALIER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4142742400 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4142725900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,792,049 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $120 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,269,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,470,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$515,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,659,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,132,876 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,666 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $161,508 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,759,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,764,436 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,322 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,106 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $502,936 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $497,391 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $116,409 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,083 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,770 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,770 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,732 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $63,217 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $394,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $335,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,534 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $612,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,761 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,805 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $23,834 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,887 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,889 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,904 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,144 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,898,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $341,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $928,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,635,827 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,055,235 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,534,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $341,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,983,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,224,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,423,256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,498,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,390,228 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,390,228 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $62,048 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,724 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $62,048 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62,048 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $757,428 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $531,696 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $531,696 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $48,007,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,625,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,625,768 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,698,334 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,753,654 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,753,654 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $124,405,897 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $116,413,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $116,413,909 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,698 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,840 | LandBOYAmt |
| Land EOY | $14,746 | LandEOYAmt |
| Land EOYFMV | $14,746 | LandEOYFMVAmt |
| Total Assets BOY | $200,392,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,792,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,792,049 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $65,453 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $73,825 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,417,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,998,092 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,482,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,071,917 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $196,909,529 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $215,720,132 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,909,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $215,720,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $200,392,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,792,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,909,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,224,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,586,138 | OtherIncreasesAmt |
| Subtotal | $215,720,132 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $215,720,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PERSHING - 1484 | $14,289,891 | $13,797,488 | $502,638 | $492,403 | |
| JP MORGAN - 7002 | $880,719 | $1,060,785 | -$180,066 | -$180,066 | |
| JP MORGAN - 7004 | $294,381 | $293,421 | $960 | $960 | |
| JP MORGAN - 1008 | $15,572,176 | $16,538,938 | -$966,762 | -$966,762 | |
| BREWERY PROJECT, LLC | $15,300,000 | $1,846,139 | $13,453,861 | $13,453,861 | |
| CAPITAL GAIN DIVIDENDS | $127,674 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,132,876 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,977,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $189,427,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05795 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,674,078 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $186,764,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,509,199 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $182,537,235 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063051 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,172,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $201,052,584 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,267,496 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $156,003,345 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040175 | DistributionYr5Rt |
| Total Distribution | 0.269306 | TotalDistributionRt |
| Average Distribution | 0.053861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $208,418,490 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,225,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $314,233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,539,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,983,271 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $628,465 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $628,465 | SubtotalAmt |
| Tax Based On Investment Income | $628,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $656,901 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $656,901 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $28,436 | OverpaymentAmt |
| Applied To ES Tax | $28,436 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.zilberfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHAN J CHEVALIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142742474 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Marcy C Jackson | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | PRESIDENT/DIRECTOR | 5.0 | $16,250 | $0 | $1,237 |
| Marilyn Zilber | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $0 |
| Shane M Jackson | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $0 |
| Melissa S A Jackson | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $0 |
| James F Janz | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | VICE PRESIDENT/DIRECTOR | 5.0 | $16,250 | $0 | $3,788 |
| Stephan J Chevalier | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | SECRETARY/TREASURER/DIRECTOR | 10.0 | $5,000 | $0 | $3,477 |
| Michael P Mervis | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 5.0 | $16,250 | $0 | $4,107 |
| John K Tsui | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $4,963 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GINA STILP | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | EXECUTIVE DIRECTOR | 40.0 | $168,324 | $0 | $6,880 |
| ERIN FREDERICK | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | PROGRAM DIRECTOR | 40.0 | $130,200 | $0 | $21,687 |
| IRMA YEPEZ-KLASSEN | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | PROGRAM OFFICER | 40.0 | $93,000 | $0 | $20,083 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AR Schmeidler & Co Inc | |||||
| 500 5th Ave | NEW YORK | NY | 10110 | Investment Mgmt | $178,031 |
| JP Morgan Chase Bank NA | |||||
| 270 Park Avenue | NEW YORK | NY | 10017 | Investment Mgmt | $97,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $91,992,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $119,425,581 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,592,376 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $211,592,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,173,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,418,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,420,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,420,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $628,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $628,465 | TotalTaxAmt |
| Distributable Before Adj | $9,792,460 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,792,460 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,792,460 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,983,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,983,271 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,983,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,792,460 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,053,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,719,896 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,662,883 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,436,028 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,983,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $7,983,271 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,809,189 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,809,189 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,626,839 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,626,839 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,963,956 | ExcessFromYear2Amt |
| Excess From Year1 | $1,662,883 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH VERA ZILBER CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | INFO@ZILBERFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANTSEEKERS ARE ENCOURAGED TO CONTACT THE FOUNDATION AT INFO@ZILBERFAMILYFOUNDATION.ORG WITH A ONE-PAGE LETTER OF INQUIRY BEFORE PREPARING A PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIVEN 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 (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Running Rebels Community Organization Inc | ||||||||
| 225 W Capitol Dr | Milwaukee | WI | 53212 | NONE | PC | Support for programs for at-risk youth | $625,000 | |
| Ho'ola Na Pua | ||||||||
| 1660 S Berentania St | Honolulu | HI | 96826 | NONE | PC | Pearl Haven capital support | $370,000 | Suite 207 |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Community economic and housing programs | $370,000 | |
| Revitalize Milwaukee Inc | ||||||||
| 840 N Old World Third St | Milwaukee | WI | 53203 | NONE | PC | Promote home improvement programs | $335,000 | Suite 600 |
| Journey House Inc | ||||||||
| 2110 W Scott St | Milwaukee | WI | 53204 | NONE | PC | Youth and family programs in Clarke Square | $325,000 | |
| Local Initiatives Support Corporation Inc | ||||||||
| 234 W Florida St | Milwaukee | WI | 53204 | NONE | PC | Milwaukee neighborhood development | $225,000 | Suite 204 |
| Milwaukee Center for Independence Foundation | ||||||||
| 2020 W Wells St | Milwaukee | WI | 53233 | NONE | PC | Support Level-Up Program | $200,000 | |
| Wisconsin Womens Business Initiative Corporation | ||||||||
| 1533 N Rivercenter | Milwaukee | WI | 53212 | NONE | PC | Small business education and development | $187,500 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Ave | Milwaukee | WI | 53205 | NONE | PC | Support youth development programs | $180,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 1836 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | General Operations | $179,500 | |
| Make-A-Wish Hawaii | ||||||||
| 223 S King St | Honolulu | HI | 96813 | NONE | PC | Conversion to financial services system | $150,000 | Suite 100 |
| Community Advocates Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | Support neighborhood enhancement & virtual RHRC | $125,000 | |
| Institute for Human Services Inc | ||||||||
| 546 Kaaahi St | Honolulu | HI | 96817 | NONE | PC | General Operations | $125,000 | |
| Project Vision Hawaii | ||||||||
| PO Box 23212 | Honolulu | HI | 96823 | NONE | PC | Programs for health, happiness & dignity | $125,000 | |
| Clarke Square Neighborhood Initiative Inc | ||||||||
| 2110 W Scott St | Milwaukee | WI | 53204 | NONE | PC | To serve as lead agency in Clarke Square | $112,500 | |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant St | Milwaukee | WI | 53212 | NONE | PC | MKE Response Fund and Anti-displacement fund | $110,000 | Suite 210 |
| Hawaii Community Foundation | ||||||||
| 827 Fort St Mall | Honolulu | HI | 96813 | NONE | PC | Hawaii Resilience Fund and support chef hui fund | $110,000 | |
| ACTS Housing | ||||||||
| 2414 W Vliet St | Milwaukee | WI | 53205 | NONE | PC | Homebuyer support and counseling | $100,000 | |
| Data You Can Use | ||||||||
| PO Box 511700 | Milwaukee | WI | 53203 | NONE | PC | Support data and training to nonprofits | $100,000 | |
| Hale Kipa Inc | ||||||||
| 615 Piikoi St | Honolulu | HI | 96814 | NONE | PC | A New Home for Hale Kipa campaign | $100,000 | Suite 203 |
| PEARLS for Teen Girls | ||||||||
| 1805 N Martin Luther King Dr | Milwaukee | WI | 53212 | NONE | PC | Youth mentoring & leadership development | $100,000 | |
| Housing Resources Inc | ||||||||
| 7830 W Burleigh St | Milwaukee | WI | 53222 | NONE | PC | Homebuyer support and counseling | $95,000 | |
| Cathedral Center Inc | ||||||||
| 845 N Van Buren St | Milwaukee | WI | 53202 | NONE | PC | General Operations | $86,000 | |
| Mental Health America of Hawaii | ||||||||
| 1136 Union Mall | Honolulu | HI | 96813 | NONE | PC | General Operations | $85,000 | Suite 510 |
| Guest House of Milwaukee Inc | ||||||||
| 1216 N 13th St | Milwaukee | WI | 53205 | NONE | PC | General Operations | $83,000 | |
| Marquette University | ||||||||
| 1250 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Trinity Fellow internship | $81,234 | |
| Fondy Food Center | ||||||||
| 1617 W North Ave | Milwaukee | WI | 53205 | NONE | PC | Fondy Farmers Market in Lindsay Heights | $75,000 | Suite 4 |
| International Association for Human Values | ||||||||
| 2401 - 15th St NW | Washington | DC | 20009 | NONE | PC | SKY Schools in Milwaukee | $75,000 | |
| Milwaukee Community Business Collaborative Inc | ||||||||
| PO Box 12360 | Milwaukee | WI | 53212 | NONE | PC | Financial Opportunity Center support | $75,000 | |
| Penfield Children's Center Inc | ||||||||
| 833 N 26th St | Milwaukee | WI | 53233 | NONE | PC | Support children mental health services | $75,000 | |
| Playworks Wisconsin | ||||||||
| PO Box 1603 | Milwaukee | WI | 53201 | NONE | PC | Support children and youth programs | $75,000 | |
| Safe & Sound Inc | ||||||||
| 801 W Michigan St | Milwaukee | WI | 53233 | NONE | PC | Improve neighborhood and quality of life | $75,000 | |
| United Community Center Inc | ||||||||
| 1028 S 9th St | Milwaukee | WI | 53204 | NONE | PC | General Operations | $75,000 | |
| Young Womens Christian Association of Oahu | ||||||||
| 1040 Richards St | Honolulu | HI | 96813 | NONE | PC | Support Women's Advancement programs | $75,000 | |
| Community Warehouse Inc | ||||||||
| 521 S 9th St | Milwaukee | WI | 53204 | NONE | PC | Milwaukee resident household goods | $70,000 | |
| Riverworks Development Corporation | ||||||||
| 526 E Concordia Ave | Milwaukee | WI | 53212 | NONE | PC | Support of Financial Opportunity Center | $70,000 | |
| Sojourner Family Peace Center | ||||||||
| 619 W Walnut St | Milwaukee | WI | 53212 | NONE | PC | Education about violence and trauma | $62,500 | |
| Forward Community Investments | ||||||||
| 2045 Atwood Ave | Madison | WI | 53704 | NONE | PC | Support lending and technical assistance | $60,000 | Ste 101A |
| Kualoa Heeia Ecumenical Youth Project | ||||||||
| 47-200 Waihee Road | Kaneohe | HI | 96744 | NONE | PC | Youth and senior programs support | $50,500 | |
| Cross Lutheran Church | ||||||||
| 1821 N 16th St | Milwaukee | WI | 53205 | NONE | NC | Support basic human need Lindsay Heights | $50,000 | |
| Legal Aid Society of Milwaukee Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | Support free civil legal services | $50,000 | |
| Meta House | ||||||||
| 2625 N Weil St | Milwaukee | WI | 53212 | NONE | PC | Support intensive residential treatment | $50,000 | |
| Milwaukee Habitat for Humanity | ||||||||
| 3726 N Booth St | Milwaukee | WI | 53212 | NONE | PC | Support Lindsay Heights home repairs | $50,000 | |
| Smithsonian Institution | ||||||||
| PO Box 37012 MRC035 | Washington | DC | 20013 | NONE | PC | General Operations | $50,000 | |
| Southside Organizing Committee Inc | ||||||||
| 1300 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Support Clarke Square and LBWN | $50,000 | |
| United Neighborhood Centers of Milwaukee Inc | ||||||||
| 710 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | Support programs and operations | $50,000 | Suite 740 |
| Wisconsin Voices | ||||||||
| 633 S Hawley Road | Milwaukee | WI | 53214 | NONE | PC | Support Get out the Count campaign | $50,000 | Suite 112 |
| Wisconsin Voices Inc | ||||||||
| 633 S Hawley Road | Milwaukee | WI | 53214 | NONE | PC | Support nonpartisan voter education | $50,000 | |
| YWCA Southeast Wisconsin | ||||||||
| 1915 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53212 | NONE | PC | Personal financial coaching and education | $50,000 | |
| United Way of Greater Milwaukee & Waukesha County | ||||||||
| 225 W Vine St | Milwaukee | WI | 53212 | NONE | PC | General Operations | $48,031 | |
| Residential Youth Services and Empowerment | ||||||||
| 42-470 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | General Operations | $45,000 | Suite 6 |
| Artists Working in Education Inc | ||||||||
| 4315 W Vliet St | Milwaukee | WI | 53208 | NONE | PC | Truck Studio program | $40,000 | |
| Aurora Health Care Foundation Inc | ||||||||
| 950 N 12th St | Milwaukee | WI | 53233 | NONE | PC | Employee and volunteer training | $40,000 | Suite A511 |
| Boys & Girls Club of Greater Milwaukee | ||||||||
| 1558 N 6th St | Milwaukee | WI | 53212 | NONE | PC | BGCGM's Meal Continuation Program | $40,000 | |
| Greater Milwaukee Committee | ||||||||
| 247 W Freshwater Way | Milwaukee | WI | 53204 | NONE | PC | Support Co:Lab project | $40,000 | Suite 400 |
| Literacy Services of Wisconsin | ||||||||
| 555 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | Literary education and workforce readiness | $40,000 | |
| Metro Milwaukee Mediation Services Inc | ||||||||
| PO Box 633 | Milwaukee | WI | 53201 | NONE | PC | Support housing mediation services | $40,000 | |
| Urban Economic Development Assoc of Wisconsin | ||||||||
| 1915 N Dr MLK Jr Dr | Milwaukee | WI | 53212 | NONE | PC | Support financial education and literacy | $40,000 | |
| North Avenue Fond du Lac Marketplace BID 32 | ||||||||
| 2020 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Engage and enhance commercial corridor | $35,000 | |
| Cesar Chavez Drive BID 38 | ||||||||
| 916 S Cesar Dr | Milwaukee | WI | 53204 | NONE | GOV | To improve commercial corridor | $29,000 | |
| Adventist Health Castle | ||||||||
| 640 Ulukahiki St | Kailua | HI | 96734 | NONE | PC | General Operations | $25,000 | |
| Boys & Girls Club of Hawaii | ||||||||
| 345 Queen St | Honolulu | HI | 96813 | NONE | PC | Windward Clubhouse COVID-19 expenses | $25,000 | Suite 900 |
| Ceeds of Peace | ||||||||
| PO Box 235696 | Honolulu | HI | 96823 | NONE | PC | Peace building programs and events | $25,000 | |
| Dominican Center for Women | ||||||||
| 2470 W Locust St | Milwaukee | WI | 53206 | NONE | PC | Revitalize Amani neighborhood | $25,000 | |
| Kahumana | ||||||||
| 86-660 Lualualei Homestead Rd | Waianae | HI | 96792 | NONE | PC | Support program for meals to children | $25,000 | |
| Le Jardin Academy | ||||||||
| 917 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | General Operations | $25,000 | |
| Metcalfe Park Community Bridges | ||||||||
| 3624 W North Ave | Milwaukee | WI | 53208 | NONE | PC | Revitalize of Metcalfe Park neighborhood | $25,000 | |
| Sojourner Foundation | ||||||||
| 619 W Walnut St | Milwaukee | WI | 53212 | NONE | PC | Support COVID-19 operating expenses | $25,000 | |
| Hawaii Alliance for Arts in Education | ||||||||
| PO Box 3948 | Honolulu | HI | 96812 | NONE | PC | Turnaround Arts program | $23,000 | |
| Friendship Inc | ||||||||
| 2245 W Fond du Lac Ave | Milwaukee | WI | 53206 | NONE | PC | Support strategic planning and staffing | $20,000 | |
| Hawaii Foodbank | ||||||||
| 2611 Kilihau St | Honolulu | HI | 96819 | NONE | PC | General Operations | $20,000 | |
| Hawaii Investment Ready | ||||||||
| 44-527A Kaneohe Bay Dr | Kaneohe | HI | 96734 | NONE | PC | General Operations | $20,000 | |
| Morean Arts Center | ||||||||
| 719 Central Ave | St Petersburg | FL | 33701 | NONE | PC | General Operations | $20,000 | |
| Ronald Reagan Booster Club | ||||||||
| 4965 S 20th St | Milwaukee | WI | 53221 | NONE | PC | General Operations | $13,000 | |
| RCM Community Fund Inc | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | General Operations | $12,500 | Ste 320 |
| Wisconsin World Affairs Council | ||||||||
| 10600 W Mitchell St | West Allis | WI | 53214 | NONE | POF | General Operations | $12,500 | |
| Feeding America Eastern Wisconsin Inc | ||||||||
| 1700 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Support partnership with Boys & Girls Club | $10,000 | |
| Fellowship Open | ||||||||
| 411 E Wisconsin Ave | Milwaukee | WI | 53202 | NONE | PC | General Operations | $10,000 | |
| Milwaukee Public Schools Foundation Inc | ||||||||
| 234 W Galena St | Milwaukee | WI | 53212 | NONE | PC | General Operations | $10,000 | |
| MKE Urban Stables | ||||||||
| 3038A N Cambridge Ave | Milwaukee | WI | 53211 | NONE | PC | General Operations | $10,000 | |
| St Annes Salvatorian Campus | ||||||||
| 3800 N 92nd St | Milwaukee | WI | 53222 | NONE | PC | General Operations | $10,000 | |
| Straub Foundation | ||||||||
| 55 Merchant St 27th Flr | Honolulu | HI | 96813 | NONE | PC | General Operations | $10,000 | |
| Wisconsin Philanthropy Network Inc | ||||||||
| 15850 W Bluemound Road | Brookfield | WI | 53005 | NONE | PC | Promote effective philanthropy | $10,000 | Suite 204 |
| Historic Milwaukee Inc | ||||||||
| 235 E Michigan St | Milwaukee | WI | 53202 | NONE | PC | 9th Annual Doors Open | $7,500 | |
| Milwaukee Film | ||||||||
| 1037 W McKinley Ave | Milwaukee | WI | 53205 | NONE | PC | General Operations | $7,500 | Suite 200 |
| Windward Choral Society | ||||||||
| 202 Aiokoa St | Kailua | HI | 96734 | NONE | PC | General Operations | $7,500 | |
| River Revitalization Foundation | ||||||||
| 2134 N Riverboat Road | Milwaukee | WI | 53212 | NONE | PC | General Operations | $7,000 | |
| St Joan Antida High School | ||||||||
| 1341 N Cass St | Milwaukee | WI | 53202 | NONE | PC | General Operations | $7,000 | |
| Greater Cocoa Community Partnership | ||||||||
| PO Box 1 | Cocoa | FL | 32923 | NONE | PC | General Operations | $6,000 | |
| St Johns Lutheran Church | ||||||||
| 20275 Davidson Road | Brookfield | WI | 53054 | NONE | PC | General Operations | $5,500 | |
| Assets School | ||||||||
| One Ohana Nui Way | Honolulu | HI | 96818 | NONE | PC | In honor of Dr. Eesha Bhattacharyya | $5,000 | |
| Capuchin Community Services | ||||||||
| 1015 N 9th St | Milwaukee | WI | 53233 | NONE | PC | General Operations | $5,000 | |
| Douglas McKey Christmas Club | ||||||||
| 20855 Watertown Road | Waukesha | WI | 53186 | NONE | PC | General Operations | $5,000 | Suite 200 |
| Down the Road Thrift | ||||||||
| 238 Peachtree St | Cocoa | FL | 32922 | NONE | PC | General Operations | $5,000 | |
| Honolulu Theatre for Youth | ||||||||
| 1149 Bethel St | Honolulu | HI | 96813 | NONE | PC | General Operations | $5,000 | Suite 700 |
| Milwaukee Christian Center Inc | ||||||||
| 807 S 14th St | Milwaukee | WI | 53204 | NONE | PC | All staff professional development day | $5,000 | |
| Milwaukee Public Library Foundation | ||||||||
| 814 W Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | General Operations | $5,000 | |
| RiverEdge Nature Center | ||||||||
| 4458 County Hwy Y | Saukville | WI | 53080 | NONE | PC | Support nature-based educational programs | $5,000 | |
| Womens Care Center Foundation | ||||||||
| PO Box 13926 | Milwaukee | WI | 53213 | NONE | PC | General Operations | $5,000 | |
| Hope House of Milwaukee | ||||||||
| 209 W Orchard St | Milwaukee | WI | 53204 | NONE | PC | General Operations | $2,500 | |
| Wisconsin Preservation Fund Inc | ||||||||
| 1000 N Water St | Milwaukee | WI | 53202 | NONE | PC | Support case study development | $2,500 | |
| Brevard Rescue Mission Inc | ||||||||
| PO Box 362203 | Melbourne | FL | 32936 | NONE | PC | General Operations | $1,000 | |
| CBCGC Inc | ||||||||
| PO Box 76083 | Milwaukee | WI | 53216 | NONE | PC | General Operations | $1,000 | |
| Child Protection Center | ||||||||
| 720 S Orange Ave | Sarasota | FL | 34236 | NONE | PC | General Operations | $1,000 | |
| Danceworks Inc | ||||||||
| 1661 N Water St | Milwaukee | WI | 53202 | NONE | PC | General Operations | $1,000 | |
| Fraxa Research Foundation | ||||||||
| 10 Prince Place | Newburyport | MA | 01950 | NONE | PC | General Operations | $1,000 | Suite 203 |
| Friends of the Hustisford Public Library | ||||||||
| 609 W Juneau St | Hustisford | WI | 53034 | NONE | PC | Children summer reading program | $1,000 | |
| Lake Sinissippi Water Ski Club | ||||||||
| PO Box 535 | Hustisford | WI | 53034 | NONE | PC | Program for children with disabilities | $1,000 | |
| Make-A-Wish Wisconsin | ||||||||
| 11020 W Plank Court | Wauwatosa | WI | 53226 | NONE | PC | General Operations | $1,000 | |
| Moffitt Cancer Center Foundation | ||||||||
| 12902 Magnolia Dr | Tampa | FL | 33612 | NONE | PC | General Operations | $1,000 | |
| Operation Kindness of Garland | ||||||||
| 3201 Earhart Dr | Carrollton | TX | 75006 | NONE | PC | General Operations | $1,000 | |
| The Childrens Hunger Project | ||||||||
| 1855 W King St | Cocoa | FL | 32926 | NONE | PC | General Operations | $1,000 | |
| Wisconsin Humane Society | ||||||||
| 4500 W Wisconsin Ave | Milwaukee | WI | 53208 | NONE | PC | General Operations | $1,000 | |
| American Lung Association | ||||||||
| 13100 W Lisbon Rd | Milwaukee | WI | 53005 | NONE | PC | 2020 Climb for Air | $467 | Suite 700 |
| Medical College of Wisconsin | ||||||||
| 8701 W Watertown Plank Rd | Milwaukee | WI | 53226 | NONE | PC | To reduce opiate abuse and lethality | -$997 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,055,235 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Community economic and housing programs | $640,000 | |
| Sojourner Family Peace Center | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | Support Center's outcome and evaluation | $400,000 | |
| Revitalize Milwaukee Inc | ||||||||
| 840 N Old World Third Street | Milwaukee | WI | 53203 | NONE | PC | Promote home improvement programs | $300,000 | |
| Journey House Inc | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | Youth and family programs in Clarke Square | $200,000 | Suite 600 |
| Local Initiatives Support Corporation Inc | ||||||||
| 234 W Florida Street | Milwaukee | WI | 53204 | NONE | PC | Milwaukee neighborhood development | $200,000 | |
| PEARLS for Teen Girls | ||||||||
| 1805 N Martin Luther King Dr | Milwaukee | WI | 53212 | NONE | PC | Youth mentoring & leadership development | $200,000 | Suite 204 |
| Running Rebels Community Organization Inc | ||||||||
| 225 W Capitol Drive | Milwaukee | WI | 53212 | NONE | PC | Support for programs for at-risk youth | $200,000 | |
| Neighborhood Improvement Dev Corporation | ||||||||
| 809 N Broadway 3rd Floor | Milwaukee | WI | 53202 | NONE | PC | Support incentives to homebuyers | $200,000 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Ave | Milwaukee | WI | 53205 | NONE | PC | Support youth development programs | $150,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53205 | NONE | PC | To serve as lead agency in Lindsay Heights | $150,000 | |
| Wisconsin Preservation Fund | ||||||||
| 1000 N Water Street 17th Floor | Milwaukee | WI | 53202 | NONE | PC | Assist emerging developers | $150,000 | |
| UW of Greater Milwaukee & Waukesha Cty | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | General Operations | $144,092 | |
| Clarke Square Neighborhood Initiative Inc | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To serve as lead agency in Clarke Square | $105,000 | |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | Small grants for resident-led projects | $105,000 | |
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | Homebuyer support and counseling | $100,000 | Suite 210 |
| Data You Can Use | ||||||||
| PO Box 511700 | Milwaukee | WI | 53203 | NONE | PC | Support data and training to nonprofits | $100,000 | |
| Guest House of Milwaukee Inc | ||||||||
| 1216 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | General Operations | $100,000 | |
| Institute for Human Services Inc | ||||||||
| 546 Kaaahi Street | Honolulu | HI | 96817 | NONE | PC | Support housing solutions | $100,000 | |
| Community Advocates Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | Support neighborhood enhancement | $100,000 | |
| United Community Center Inc | ||||||||
| 1028 S 9th Street | Milwaukee | WI | 53204 | NONE | PC | Early Learning Academy capital support | $100,000 | |
| Housing Resources Inc | ||||||||
| 7830 W Burleigh Street | Milwaukee | WI | 53222 | NONE | PC | Homebuyer support and counseling | $75,000 | |
| Safe & Sound Inc | ||||||||
| 801 W Michigan St | Milwaukee | WI | 53233 | NONE | PC | Improve neighborhood and quality of life | $75,000 | |
| Cathedral Center Inc | ||||||||
| 845 N Van Buren Street | Milwaukee | WI | 53202 | NONE | PC | Safe shelter and case management support | $50,000 | |
| Meta House | ||||||||
| 2625 N Weil Street | Milwaukee | WI | 53212 | NONE | PC | Support intensive residential treatment | $50,000 | |
| Young Womens Christian Association of Oahu | ||||||||
| 1040 Richards Street | Honolulu | HI | 96813 | NONE | PC | Support Women's Advancement programs | $50,000 | |
| Cross Lutheran Church | ||||||||
| 1821 N 16th Street | Milwaukee | WI | 53205 | NONE | GROUP | Support basic human need Lindsay Heights | $50,000 | |
| Legal Aid Society of Milwaukee Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | Support free civil legal services | $50,000 | |
| Wisconsin Voices Inc | ||||||||
| 633 S Hawley Road | Milwaukee | WI | 53214 | NONE | PC | Support nonpartisan voter education | $50,000 | |
| Fondy Food Center | ||||||||
| 1617 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | Fondy Farmers Market in Lindsay Heights | $40,000 | |
| Urban Economic Dev Assoc of Wisconsin | ||||||||
| 1915 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53212 | NONE | PC | Support financial education and literacy | $40,000 | Suite 4 |
| Marquette University | ||||||||
| 915 W Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Trinity Fellow internship | $34,000 | |
| North Avenue Fond du Lac Marketplace BID 32 | ||||||||
| 2020 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Engage and enhance commercial corridor | $25,000 | |
| Residential Youth Services and Empowerment | ||||||||
| 42-470 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | Rehabilitation to homeless youth | $25,000 | |
| RiverEdge Nature Center | ||||||||
| 4458 County Hwy Y | Saukville | WI | 53080 | NONE | PC | Support nature-based educational programs | $20,000 | Suite 6 |
| Ronald Reagan Booster Club | ||||||||
| 4965 S 20th Street | Milwaukee | WI | 53221 | NONE | PC | Support Vera J Zilber Music Department | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,398,092 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,269,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$515,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH ENTITY DISTRIBUTIONS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,758,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,758,931 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $62,732 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $63,217 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsn World Affairs Council | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10600 West Mitchell St | AddressLine1Txt |
| City | West Allis | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-02-21 | GrantDt |
| Grant | $12,500 | GrantAmt |
| Purpose Of Grant | Program support of the 2020 World Affairs Seminar held June 22-28, 2020. | PurposeOfGrantTxt |
| Expended By Grantee | $12,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 06/30/2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-06-30 | VerificationDt |
| Results Of Verification | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $27,753,654 | EOYBookValueAmt |
| EOYFMV | $27,753,654 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $53,625,768 | EOYBookValueAmt |
| EOYFMV | $53,625,768 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $531,696 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $531,696 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $116,413,909 | BookValueAmt |
| EOYFMV | $116,413,909 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,770 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,770 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SOFTWARE CONTRACTS | $35,002 | $0 | $0 | $35,002 |
| MEMBERSHIP DUES | $26,255 | $26,255 | ||
| INSURANCE | $6,321 | $6,321 | ||
| OFFICE | $4,783 | $4,540 | ||
| PROMOTIONAL MATERIAL | $3,719 | $4,019 | ||
| POSTAGE & MESSENGER | $444 | $444 | ||
| MISCELLANEOUS EXPENSES | $2,551 | $2,563 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BROKER DISTRIBUTIONS | $4,666 | $0 | |
| TOWNE REALTY CO. | $102,706 | ||
| WEST-HILL DEKALB LIMITED PARTNERSHIP | $76,356 | ||
| PROSHARES ULTRASHORT EURO | $9,266 | ||
| WCPB, LLC | -$5 | ||
| WINCHESTER VILLAGE LIMITED PARTNERSHIP | -$11,268 | ||
| JJZ FAMILY INVESTMENTS, LLC | -$15,547 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN REAL ESTATE & OTHER INVESTMENT | $11,952,757 |
| UNREALIZED GAIN ON MARKETABLE SECURITIES | $4,633,381 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $310,776 | $307,354 | $0 | $0 |
| PROGRAM EVALUATIONS | $58,534 | $58,534 | ||
| APPRAISALS | $24,972 | $28,065 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXCISE TAX | $606,944 | $0 | $0 | |
| UNRELATED BUSINESS TAX | $2,732 | $2,732 | ||
| FOREIGN TAX | $3,029 | $3,029 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| BREWERY PROJECT LLC | ||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | 263980530 | Dividend, Return of Basis & Cap Gain, Controlled Entity | $17,300,000 |
| TOWNE REALTY CO | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 396106777 | CASH DISTRIBUTION | $153,900 |
| ZILBER LTD | ||||||
| 710 N Plankinton Ave Suite 1200 | MILWAUKEE | WI | 53203 | 391472959 | DIVIDEND RECEIVED | $14,784,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,238,076 | TotalAmt |