JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-14
- IRS object ID
- 202040149349100309
- Schema version
- 2018v3.1
- 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
- Schedule B
- 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 | 2020-01-14T13:53:37-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-12-15 | 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 | 2018 | 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 | $200,392,482 | 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 | $10,433 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,772,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,584,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,236,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,746,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,430,499 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,644 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $192,158 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,025,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,207,017 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $113,517 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,696 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $546,551 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $529,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $102,665 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $108,586 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,901 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,901 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,649 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $66,811 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $386,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $355,444 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,049 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,969 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,255 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $33,406 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,167 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,830 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,830 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,630 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,426,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $362,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,017,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,194,614 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,037,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,620,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $362,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,055,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,404,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,844,604 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,694,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,498,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,498,212 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,724 | AcctRcvblAmt |
| Acct Rcvbl BOY | $35,082 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,724 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,724 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $502 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $1,189,176 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $757,428 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $757,428 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,197,674 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,007,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,007,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,327,589 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,698,334 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,698,334 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $120,949,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $124,405,897 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $124,405,897 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,733 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,893 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,415 | LandBOYAmt |
| Land EOY | $12,840 | LandEOYAmt |
| Land EOYFMV | $12,840 | LandEOYFMVAmt |
| Total Assets BOY | $196,395,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $200,392,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $200,392,482 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $107,318 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $65,453 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,260,781 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,417,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,368,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,482,953 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $189,027,649 | UnrestrictedBOYAmt |
| Unrestricted EOY | $196,909,529 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $189,027,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $196,909,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $196,395,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $200,392,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $189,027,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,404,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,477,436 | OtherIncreasesAmt |
| Subtotal | $196,909,529 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $196,909,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PERSHING - 1484 | D | $14,475,910 | $14,271,353 | $204,557 | $204,557 |
| JP MORGAN - 7002 | D | $14,605,796 | $14,607,788 | -$1,992 | -$1,992 |
| JP MORGAN - 7004 | D | $2,962,263 | $2,266,163 | $696,100 | $696,100 |
| JP MORGAN - 1008 | D | $11,285,740 | $11,170,622 | $115,118 | $115,118 |
| CAPITAL GAIN DIVIDENDS | P | $222,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,430,499 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,674,078 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $186,764,801 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,509,199 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $182,537,235 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063051 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,172,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $201,052,584 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,267,496 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $156,003,345 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040175 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,301,877 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,884,025 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070426 | DistributionYr5Rt |
| Total Distribution | 0.281782 | TotalDistributionRt |
| Average Distribution | 0.056356 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $189,427,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,675,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78,446 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,753,815 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,055,805 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $78,446 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78,446 | SubtotalAmt |
| Tax Based On Investment Income | $78,446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,347 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $80,347 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,901 | OverpaymentAmt |
| Applied To ES Tax | $1,901 | 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 | $20,000 | $0 | $3,552 |
| 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 | $2,247 |
| James F Janz | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | VICE PRESIDENT/DIRECTOR | 5.0 | $20,000 | $0 | $5,019 |
| Stephan J Chevalier | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | SECRETARY/TREASURER/DIRECTOR | 10.0 | $5,000 | $0 | $3,829 |
| Michael P Mervis | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 5.0 | $20,000 | $0 | $7,058 |
| John K Tsui | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $6,812 |
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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN LLOYD | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | EXECUTIVE DIRECTOR | 40.0 | $137,596 | $0 | $2,514 |
| GINA STILP | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | EXECUITIVE DIRECTOR | 40.0 | $152,788 | $0 | $4,491 |
| ERIN FREDERICK | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | PROGRAM DIRECTOR | 40.0 | $120,000 | $0 | $20,654 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $161,752 |
| GE Ratte Asset Management | |||||
| 1003 Bishops Street SUite 2700 | HONOLULU | HI | 96813 | Investment Mgmt | $75,411 |
| JP Morgan Chase Bank NA | |||||
| 270 Park Avenue | NEW YORK | NY | 10017 | Investment Mgmt | $80,038 |
| 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 | $72,012,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $120,186,464 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,312,046 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $192,312,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,884,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,427,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,471,368 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,471,368 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,446 | TotalTaxAmt |
| Distributable Before Adj | $9,392,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,392,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,392,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,055,805 | 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 | $11,055,805 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78,446 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,977,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,392,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,053,249 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,719,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,773,145 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,055,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $9,392,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,662,883 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,436,028 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,436,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $1,053,249 | ExcessFromYear2Amt |
| Excess From Year1 | $2,719,896 | ExcessFromYear1Amt |
| Excess From Current Year | $1,662,883 | ExcessFromCurrentYearAmt |
| 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 (161 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| University of Wisconsin Foundation | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53202 | NONE | PC | School of Public Health | $1,285,714 | |
| United Community Center Inc | ||||||||
| 1028 S 9th Street | Milwaukee | WI | 53203 | NONE | PC | New residential substance abuse facility | $50,000 | |
| Guest House of Milwaukee | ||||||||
| 1213 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | To upgrade homeless shelter | $100,000 | |
| Meta House | ||||||||
| 2625 N Weil Street | Milwaukee | WI | 53212 | NONE | PC | Substance abuse treatment to women | $100,000 | |
| Milwaukee College Prep School | ||||||||
| 2449 N 36th Street | Milwaukee | WI | 53210 | NONE | PC | To support school expansion | $50,000 | |
| St Ann Center for Intergenerational Care | ||||||||
| 2801 E Morgan Ave | Milwaukee | WI | 53207 | NONE | PC | To support campus construction | $100,000 | |
| Aurora Zilber Family Hospice | ||||||||
| 950 N 12th Street | Milwaukee | WI | 53233 | NONE | SO I | Employee and volunteer training | $45,000 | Suite A511 |
| Heartland Housing | ||||||||
| 208 S LaSalle Street | Chicago | IL | 60608 | NONE | PC | To support housing development | $150,000 | Suite 1300 |
| COA Youth & Family Centers | ||||||||
| 909 E North Avenue | Milwaukee | WI | 53212 | NONE | PC | To expand early literacy programs | $39,750 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | To support youth programs | $50,000 | |
| Guest House of Milwaukee | ||||||||
| 1216 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | To support operations and expansion | $50,000 | |
| The Institute for Human Services Inc | ||||||||
| 546 Kaaahi Street | Honolulu | HI | 96817 | NONE | PC | Homeless programs | $50,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | Housing initiatives | $108,015 | |
| Word of Hope Ministries | ||||||||
| 1677 N 40th Street | Milwaukee | WI | 53210 | NONE | PC | Substance abuse program | $45,000 | |
| Benedict Center Inc | ||||||||
| 1848 N Dr Martin Luther King Drive | Milwaukee | WI | 53212 | NONE | PC | Benedict Center's Sisters program | $75,000 | |
| Community Advocates Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | To support human services | $50,000 | |
| Cross Lutheran Church | ||||||||
| 1821 N 16th Street | Milwaukee | WI | 53205 | NONE | PC | To support human needs programs | $100,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To support purchase and rehab of building | $107,000 | |
| PEARLS for Teen Girls | ||||||||
| 1805 N Martin Luther King Drive | Milwaukee | WI | 53212 | NONE | PC | Leadership development programs | $100,000 | |
| Ceeds of Peace | ||||||||
| PO Box 235696 | Honolulu | HI | 96823 | NONE | PC | To support peace-building program | $82,000 | |
| Kualoa-He'eia Ecumenical Youth Project | ||||||||
| 47-200 Waihee Road | Kaneohe | HI | 96744 | NONE | PC | To support programs and operations | $50,000 | |
| Artists Working in Education | ||||||||
| 4315 W Vliet Street | Milwaukee | WI | 53208 | NONE | PC | To support art education programs | $57,500 | |
| Data You Can Use Inc | ||||||||
| 4903 N Cumberland Boulevard | Whitefish Bay | WI | 53217 | NONE | PC | To provide technical training to grantees | $100,000 | |
| Discovery World Ltd | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | NONE | PC | Technology and science programs | $150,000 | |
| Housing Resources Inc | ||||||||
| 7830 W Burleigh Street | Milwaukee | WI | 53222 | NONE | PC | To provide housing services in ZNI neighborhoods | $75,000 | |
| Milwaukee Business Community Collaborative Inc | ||||||||
| PO Box 12360 | Milwaukee | WI | 53212 | NONE | PC | To support employment programs | $50,000 | 2821 N 4th Street |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | Mental health treatment for children | $125,000 | |
| Safe & Sound Inc | ||||||||
| 801 W Michigan Street | Milwaukee | WI | 53233 | NONE | PC | To create safe and healthy communities | $125,000 | |
| Wisconsin Voices | ||||||||
| 633 S Hawley Road | Milwaukee | WI | 53214 | NONE | PC | To support non-partisan voter activities | $50,000 | Suite 112 |
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | To support homeownership opportunities | $100,000 | |
| Community Warehouse | ||||||||
| 521 S 9th Street | Milwaukee | WI | 53204 | NONE | PC | To provide affordable building materials | $75,000 | |
| Hale Kipa Inc | ||||||||
| 615 Piikoi Street | Honolulu | HI | 96814 | NONE | PC | A New Home for Hale Kipa campaign | $50,000 | Suite 203 |
| Literacy Services of Wisconsin Inc | ||||||||
| 555 N Plankinton Avenue | Milwaukee | WI | 53203 | NONE | PC | Workforce development skills | $40,000 | |
| Next Door Foundation Inc | ||||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | NONE | PC | For early childhood educators | $50,000 | |
| Nia Imani Family Inc | ||||||||
| 1325 N 25th Street | Milwaukee | WI | 53205 | NONE | PC | To support transitional housing | $30,000 | |
| Clarke Square Neighborhood Initiative | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To serve as lead agency for ZNI | $300,000 | |
| Dominican Center for Women | ||||||||
| 2470 W Locust Street | Milwaukee | WI | 53203 | NONE | PC | Revitalization of neighborhoods | $75,000 | |
| Feeding America Eastern Wisconsin Inc | ||||||||
| 1700 W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To increase access to healthy foods | $25,000 | |
| Gathering of Southeast Wisconsin Inc | ||||||||
| 804 E Juneau Avenue | Milwaukee | WI | 53202 | NONE | PC | To support meal programs | $12,500 | |
| Greater Milwaukee Committee | ||||||||
| 247 Freshwater Way | Milwaukee | WI | 53204 | NONE | PC | To support African American leadership efforts | $25,000 | Suite 400 |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | Community Connections Small Grants program | $20,000 | Suite 210 |
| Ho'ola Na Pua | ||||||||
| PO Box 22551 | Honolulu | HI | 96823 | NONE | PC | To support awareness of underage sex trafficking | $50,000 | |
| Journey House | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | Multiple capital improvements | $250,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | Renovations at Burnham Park | $200,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To serve as lead agency for ZNI | $450,000 | |
| Revitalize Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To implement housing strategy | $50,000 | 221 |
| Revitalize Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To provide free home repairs | $200,000 | 221 |
| Running Rebels | ||||||||
| 1300A W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To support youth programs | $150,000 | |
| Sixteenth Street Community Health Centers | ||||||||
| 1337 S Cesar Chavez Drive | Milwaukee | WI | 53204 | NONE | PC | Community engagement activities | $25,000 | |
| Sojourner Family Peace Center | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | Education about violence and trauma | $125,000 | |
| United Neighborhood Center of Milwaukee | ||||||||
| 710 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | To serve as operating partner of ZNI | $100,000 | Suite 740 |
| Young Women's Christian Association of Oahu | ||||||||
| 1040 Richards Street | Honolulu | HI | 96813 | NONE | PC | Economic Advancement Programs for women | $50,000 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | Fiscal agent for Friends of Johnsons Park | $10,000 | |
| Danceworks Inc | ||||||||
| 1661 North Water Street | Milwaukee | WI | 53202 | NONE | PC | General operations | $2,000 | |
| Historic Milwaukee Inc | ||||||||
| 235 E Michigan Street | Milwaukee | WI | 53202 | NONE | PC | 2018 Doors Open Milwaukee | $10,000 | |
| RCM Community Fund Inc | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | Milwaukee Urban Stables project | $10,000 | Suite 320 |
| Greater Milwaukee Foundation | ||||||||
| 101 West Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | General operations | $5,000 | Suite 210 |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin Ave | Milwaukee | WI | 53202 | NONE | PC | Fundraising Match | $240,402 | Suite 600 |
| ArtWorks for Milwaukee Inc | ||||||||
| 207 E Buffalo Street | Milwaukee | WI | 53202 | NONE | PC | Arts programs for Milwaukee students | $25,000 | Suite 600 |
| Columbia St Marys Foundation | ||||||||
| 2320 N Lake Drive | Milwaukee | WI | 53211 | NONE | PC | Dental care for Milwaukee youths | $25,000 | |
| CORE El Centro Inc | ||||||||
| 130 W Bruce Street | Milwaukee | WI | 53204 | NONE | PC | Natural heath therapies for low-income | $100,000 | Suite 300 |
| EPIC Center Community Organization | ||||||||
| 1236 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Support for after school programs | $30,000 | |
| First Stage | ||||||||
| 325 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | Support First Stage programs | $100,000 | |
| Journey House | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | Youth and family programs | $250,000 | |
| Journey House | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | Financial opportunity center | $100,000 | |
| LISC Milwaukee | ||||||||
| 234 W Florida Street | Milwaukee | WI | 53204 | NONE | PC | General operations support | $200,000 | Suite 204 |
| Make-A-Wish Hawaii | ||||||||
| 223 South King Street | Honolulu | HI | 96813 | NONE | PC | Strengthen organizational capacity | $100,000 | Suite 100 |
| Marquette University | ||||||||
| 1250 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Trinity Fellow internship | $15,900 | |
| Medical College of Wisconsin | ||||||||
| 8701 W Watertown Plank Rd | Milwaukee | WI | 53226 | NONE | PC | To reduce opiate abuse and lethality | $25,000 | |
| Playworks Wisconsin | ||||||||
| PO Box 1603 | Milwaukee | WI | 53201 | NONE | PC | School programs support | $100,000 | |
| Riverworks Development Corporation | ||||||||
| 526 E Concordia Ave | Milwaukee | WI | 53212 | NONE | PC | For Financial Opportunity Center | $100,000 | |
| Southside Organizing Committee Inc | ||||||||
| 1300 South Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Bilingual resident outreach and education | $50,000 | |
| The Table | ||||||||
| 3617 North 48th Street | Milwaukee | WI | 53216 | NONE | PC | Support green infrastructure project | $45,000 | |
| TRUE Skool Inc | ||||||||
| 161 W Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | Support youth programs | $50,000 | Suite LL1000 |
| United Way of Greater Milwaukee & Waukesha | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | Longfellow Elementary program participation | $45,000 | |
| United Way of Greater Milwaukee & Waukesha | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | My Very Own Library program | $50,000 | |
| Wisconsin Philanthropy Network Inc | ||||||||
| 15850 W Bluemound Road | Brookfield | WI | 53005 | NONE | PC | Support Wisconsin Leadership Development | $75,000 | Suite 204 |
| Wisconsin Women's Business Initiative | ||||||||
| 1533 North Rivercenter | Milwaukee | WI | 53212 | NONE | PC | Economic development programs | $75,000 | |
| Mikva Challenge Grant Foundation | ||||||||
| 200 South Michigan Ave | Chicago | IL | 60604 | NONE | PC | Action Civic program in Milwaukee | $10,000 | Suite 1000 |
| Honolulu Theatre for Youth | ||||||||
| 1149 Bethel Street | Honolulu | HI | 96813 | NONE | PC | Honolulu Theatre for Youth | $5,000 | |
| Greater Milwaukee Committee | ||||||||
| 247 Freshwater Way | Milwaukee | WI | 53204 | NONE | PC | MKE Fellows program | $10,000 | |
| St Joan Antida High School | ||||||||
| 1341 North Cass Street | Milwaukee | WI | 53202 | NONE | PC | General operations | $5,000 | |
| Ronald Reagan Booster Club | ||||||||
| N4977 Spearhead Trail | Juneau | WI | 53039 | NONE | PC | Summer Music Scholarships | $1,000 | |
| Groundwork Milwaukee | ||||||||
| 1845 North Farwell Avenue | Milwaukee | WI | 53202 | NONE | PC | Milwaukee Urban Garden | $3,000 | Suite 100 |
| MC Preparatory School of Wisconsin Inc | ||||||||
| 2449 North 35th Street | Milwaukee | WI | 53210 | NONE | PC | General operations | $500 | |
| Marquette University | ||||||||
| 1250 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Blue & Gold Fund | $9,000 | |
| Operation Dream Inc | ||||||||
| 1521 N Rivercenter Drive | Milwaukee | WI | 53212 | NONE | PC | General operations | $4,000 | |
| Life Navigators | ||||||||
| 7203 W Center St | Milwaukee | WI | 53210 | NONE | PC | In honor of Mike and Ginny McBride | $2,000 | |
| RCM Community Fund Inc | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | General operations | $7,300 | Suite 320 |
| Smithsonian Institution | ||||||||
| PO Box 37012 MRC035 | Washington | DC | 20013 | NONE | PC | General operations | $50,000 | |
| Wisconsin Philanthropy Network Inc | ||||||||
| 15850 W Bluemound Road | Brookfield | WI | 53005 | NONE | PC | General support | $5,000 | Suite 204 |
| Milwaukee Public Schools Foundation Inc | ||||||||
| 234 W Galena Street | Milwaukee | WI | 53212 | NONE | PC | General support | $10,000 | |
| Milwaukee Film | ||||||||
| 1037 W McKinley Ave | Milwaukee | WI | 53205 | NONE | PC | Invisible Lines film series | $10,000 | Suite 200 |
| 21 64 | ||||||||
| 445 Park Avenue | New York | NY | 10022 | NONE | PC | Multigenerational philanthropic engagement | $5,000 | Suite 16A |
| Douglas McKey Christmas Club | ||||||||
| 20855 Watertown Road | Waukesha | WI | 53186 | NONE | PC | General operations | $5,000 | Suite 200 |
| Nativity Jesuit Academy | ||||||||
| 1515 South 29th Street | Milwaukee | WI | 53215 | NONE | PC | General operations | $5,000 | |
| United Way of Greater Milwaukee & Waukesha | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | Fundraising Match | $211,645 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | General operations | $5,000 | |
| Greater Milwaukee Foundation | ||||||||
| 101 West Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | General operations | $3,000 | Suite 210 |
| Ronald Reagan Booster Club | ||||||||
| N4977 Spearhead Trail | Juneau | WI | 53039 | NONE | PC | Music department support | $4,000 | |
| St Joan Antida High School | ||||||||
| 1341 North Cass Street | Milwaukee | WI | 53202 | NONE | PC | STEM education enhancement | $3,000 | |
| Badger Institute Inc | ||||||||
| 633 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | General operations | $500 | Suite 330 |
| Wisconsin Voices | ||||||||
| 633 S Hawley Road | Milwaukee | WI | 53214 | NONE | PC | Support non-partisan voter outreach | $7,500 | Suite 112 |
| St Marys Food Bank Alliance | ||||||||
| 2831 N 31st Avenue | Phoenix | AZ | 85009 | NONE | PC | Zilber Gives Back program | $25,000 | |
| Women Helping Women | ||||||||
| 1935 Main Street | Wailuku | HI | 96793 | NONE | PC | General operations | $25,000 | Suite 202 |
| Le Jardin Academy | ||||||||
| 917 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | Support of Giving Tuesday | $10,000 | |
| St Annes Salvatorian Campus | ||||||||
| 3800 North 92nd Street | Milwaukee | WI | 53222 | NONE | PC | General operations | $5,000 | |
| Womens Care Center Foundation | ||||||||
| PO Box 13926 | Milwaukee | WI | 53213 | NONE | PC | General operations | $3,000 | |
| Martha and Mary Maternity House | ||||||||
| 8926 North Greenwood Ave | Niles | IL | 60714 | NONE | PC | General operations | $2,500 | Suite 227 |
| Institute for Human Services Inc | ||||||||
| 546 Kaaahi Street | Honolulu | HI | 96817 | NONE | PC | General operations | $25,000 | |
| Adventist Health Castle | ||||||||
| 640 Ulukahiki Street | Kailua | HI | 96734 | NONE | PC | General operations | $5,000 | |
| Hawaii Alliance for Arts in Education | ||||||||
| 1040 Richards Street | Honolulu | HI | 96813 | NONE | PC | Turnaround Arts Program | $20,000 | Suite 301 |
| International Association for Human Values | ||||||||
| 2401 - 15th Street NW | Washington | DC | 20009 | NONE | PC | SKY Schools in Milwaukee | $50,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | Housing initiatives | $75,000 | |
| Marquette University | ||||||||
| 1250 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Support Neighborhood News Service | $50,000 | |
| Mental Health America of Hawaii | ||||||||
| 1136 Union Mall | Honolulu | HI | 96813 | NONE | PC | Youth suicide prevention program | $60,000 | Suite 510 |
| Project Vision Hawaii | ||||||||
| PO Box 23212 | Honolulu | HI | 96823 | NONE | PC | Support Hie Hie Hospitality Project | $75,000 | |
| Revitalize Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | Home improvement matching grant | $50,000 | Suite 221 |
| United Neighborhood Center of Milwaukee | ||||||||
| 710 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | Operating partner of ZNI | $150,000 | Suite 740 |
| The UWM Foundation | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53201 | NONE | PC | School of Public Health | $500,000 | |
| Walnut Way Conservation Corp | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53205 | NONE | PC | Lead agency and partner for ZNI | $300,000 | |
| Redevelopment Authority of Milwaukee | ||||||||
| 809 North Broadway | Milwaukee | WI | 53202 | NONE | GOV | Community engagement activities | $10,000 | |
| Greater Milwaukee Committee | ||||||||
| 247 Freshwater Way | Milwaukee | WI | 53204 | NONE | PC | General operations | $5,760 | Suite 400 |
| Healthy Climate Communities | ||||||||
| 1006 Mokulua Drive | Kailua | HI | 96734 | NONE | PC | General operations | $5,000 | |
| Cure ALD Foundation | ||||||||
| 319 Lincoln Blvd | Lincoln | CA | 95648 | NONE | PC | General operations | $1,000 | Suite 3 |
| First Tee of Greater Sacramento | ||||||||
| 3649 Fulton Avenue | Sacramento | CA | 95821 | NONE | PC | General operations | $1,000 | |
| Marquette University | ||||||||
| 1250 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Education Opportunity Program | $1,000 | |
| YWCA Southeast Wisconsin | ||||||||
| 1915 North MLK Drive | Milwaukee | WI | 53212 | NONE | PC | Adult Education Department | $1,000 | |
| Environmental Defense Fund Inc | ||||||||
| 257 Park Avenue South | New York | NY | 10010 | NONE | PC | General operations | $1,000 | |
| REACH Inc | ||||||||
| PO Box 20914 | Greenfield | WI | 53220 | NONE | PC | General operations | $1,000 | |
| MACC Fund | ||||||||
| 10000 W Innovation Drive | Milwaukee | WI | 53226 | NONE | PC | Christopher's Shoot campaign | $1,000 | Suite 135 |
| Exodus Road | ||||||||
| PO Box 1681 | Colorado Springs | CO | 80901 | NONE | PC | General operations | $1,000 | |
| American Cancer Society - Winter Park | ||||||||
| 507 N New York Avenue | Winter Park | FL | 32789 | NONE | PC | General operations | $1,000 | |
| St Jude Children's Research Hospital Inc | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | NONE | PC | General operations | $1,000 | |
| Running Rebels | ||||||||
| 1300A W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | General operations | $25,000 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | General operations | $15,000 | |
| Assets School | ||||||||
| One Ohana Nui Way | Honolulu | HI | 96818 | NONE | PC | General Operations | $5,000 | |
| Outrigger Duke Kahanamoku Foundation | ||||||||
| PO Box 160924 | Honolulu | HI | 96816 | NONE | PC | General operations | $5,000 | |
| Hawaii Autism Foundation | ||||||||
| PO Box 2775 | Honolulu | HI | 96803 | NONE | PC | General operations | $10,000 | |
| Dr James Cameron Legacy Foundation | ||||||||
| 11933 West Burleigh Street | Milwaukee | WI | 53222 | NONE | PC | General operations | $5,000 | Suite 100 |
| Wisconsin World Affairs Council | ||||||||
| 10600 West Mitchell St | West Allis | WI | 53214 | NONE | POF | General operations | $12,500 | |
| ALIVE MKE | ||||||||
| 1527 North Astor Street | Milwaukee | WI | 53202 | NONE | PC | General operations | $5,000 | |
| USO Wisconsin | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | General operations | $5,000 | Suite 407 |
| American Lung Association | ||||||||
| 13100 W Lisbon Road | Milwaukee | WI | 53005 | NONE | PC | General operations | $377 | Suite 700 |
| Forward Community Investments | ||||||||
| 1850 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Purchase of catering van | $10,000 | |
| St Annes Salvatorian Campus | ||||||||
| 3800 North 92nd Street | Milwaukee | WI | 53222 | NONE | PC | General operations | $5,000 | |
| Womens Care Center Foundation | ||||||||
| PO Box 13926 | Milwaukee | WI | 53213 | NONE | PC | General operations | $5,000 | |
| Greater Milwaukee Foundation | ||||||||
| 101 West Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | Urban Forestry Fund | $5,000 | Suite 210 |
| St Joan Antida High School | ||||||||
| 1341 North Cass Street | Milwaukee | WI | 53202 | NONE | PC | IB Exams | $3,000 | |
| Friends of the Central Brevard Library | ||||||||
| 308 Forrest Avenue | Cocoa | FL | 32922 | NONE | PC | Summer youth reading program | $1,000 | |
| Near West Side Partners | ||||||||
| 624 North 24th Street | Milwaukee | WI | 53233 | NONE | PC | General operations | $3,000 | |
| United Way of Greater Milwaukee & Waukesha | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | Fundraising Match | $195,632 | |
| Make-A-Wish Hawaii | ||||||||
| 223 South King Street | Honolulu | HI | 96813 | NONE | PC | General operations | $25,000 | Suite 100 |
| RCM Community Fund Inc | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | General operations | $2,500 | Suite 320 |
| Serenity Inns Inc | ||||||||
| PO Box 26887 | Milwaukee | WI | 53226 | NONE | PC | General Operations | $1,000 | |
| Le Jardin Academy | ||||||||
| 917 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | General operations | $20,000 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | Dr. Fox Behavioral Health Fund | $5,000 | |
| The Nicole Ellis Foundation | ||||||||
| PO Box 569 | South Holland | IL | 60473 | NONE | PC | General operations | $500 | |
| Nativity Jesuit Academy | ||||||||
| 1515 South 29th Street | Milwaukee | WI | 53215 | NONE | PC | General operations | $5,000 | |
| Red Cloud Indian School | ||||||||
| 100 Mission Drive | Pine Ridge | SD | 57770 | NONE | PC | General operations | $5,000 | |
| National Center for Family Philanthropy | ||||||||
| 1667 K Street | Washington | DC | 20006 | NONE | PC | General operations | $4,900 | Suite 550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,037,895 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Marquette University | |||||||
| 1250 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Trinity Fellow internship | $15,000 |
| International Association for Human Values | |||||||
| 2401 - 15th Street NW | Washington | DC | 20009 | NONE | PC | SKY Schools in Milwaukee | $50,000 |
| Marquette University | |||||||
| 1250 West Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Support Neighborhood News Service | $50,000 |
| The UWM Foundation | |||||||
| 1440 E North Avenue | Milwaukee | WI | 53201 | NONE | PC | School of Public Health | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,115,000 | 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 | $7,772,961 | 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 | $1,236,343 | 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 | $5,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,014,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,014,948 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | John K Tsui | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Bishop Street Suite 805 | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,250 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $68,649 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $66,811 | 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 | 2019-03-21 | GrantDt |
| Grant | $12,500 | GrantAmt |
| Purpose Of Grant | Program support of the 2019 World Affairs Seminar held June 22-28, 2019. | PurposeOfGrantTxt |
| Expended By Grantee | $12,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 06/30/2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-06-30 | 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 | $21,698,334 | EOYBookValueAmt |
| EOYFMV | $21,698,334 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $48,007,047 | EOYBookValueAmt |
| EOYFMV | $48,007,047 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $757,428 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $757,428 | 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 | $124,405,897 | BookValueAmt |
| EOYFMV | $124,405,897 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,901 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,901 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROMOTIONAL MATERIAL | $19,520 | $0 | $0 | $19,220 |
| MEMBERSHIP DUES | $13,906 | $13,906 | ||
| INSURANCE | $6,346 | $6,346 | ||
| OFFICE | $4,730 | $5,884 | ||
| POSTAGE & MESSENGER | $1,136 | $1,136 | ||
| MISCELLANEOUS | $2,468 | $5,138 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BROKER DISTRIBUTIONS | $5,644 | $0 | |
| TOWNE REALTY CO. | $111,018 | ||
| WEST-HILL DEKALB LIMITED PARTNERSHIP | $85,343 | ||
| PROSHARES ULTRASHORT EURO | $15,515 | ||
| WCPB, LLC | -$5 | ||
| WINCHESTER VILLAGE LIMITED PARTNERSHIP | -$3,624 | ||
| JJZ FAMILY INVESTMENTS, LLC | -$16,089 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN REAL ESTATE & OTHER INVESTMENT | $5,553,230 |
| UNREALIZED GAIN ON MARKETABLE SECURITIES | $924,206 |
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 | $327,381 | $323,613 | $0 | |
| PROGRAM EVALUATIONS | $53,049 | $53,049 | ||
| APPRAISALS | $6,186 | $31,831 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXCISE TAX | $88,858 | $0 | $0 | |
| UNRELATED BUSINESS TAX | $5,000 | $5,000 | ||
| FOREIGN TAX | $1,969 | $1,969 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (4 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, no E&P, Controlled Entity | $2,000,000 |
| JJZ FAMILY INVESTMENT LLC | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 391895680 | CASH DISTRIBUTION | $297,500 |
| TOWNE REALTY CO | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 396106777 | CASH DISTRIBUTION | $138,427 |
| ZILBER LTD | ||||||
| 710 N Plankinton Ave Suite 1200 | MILWAUKEE | WI | 53203 | 391472959 | DIVIDEND RECEIVED | $4,928,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,363,986 | TotalAmt |