JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-26
IRS object ID
202411179349100606
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-26T11:03:39-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 E KILBOURN AVENUE SUITE 750AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN392076346EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Joseph and Vera Zilber Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOEL J FIRKUSInCareOfNm
Business Name ControlJOSEBusinessNameControlTxt
Phone4142742447PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK MADIGANPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4142742400PhoneNum
Signature2024-02-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastMADIGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB COOKPreparerPersonNm
PTINP01240455PTIN
Phone4142725900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$356,779,401FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,746,114DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,826,272DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,296,458NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$921,256GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,302,657CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$3,555OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$33,884OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$24,039,017TotalRevAndExpnssAmt
Total Net Invst Incm$27,162,813TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$207,610CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$22,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$230,110CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$665,375OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$20,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$636,805OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$155,458PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$156,204PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,058LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,058LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$74,776AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,650AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$63,923AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$745,621OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$515,266OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$175,639OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$426,427TaxesRevAndExpnssAmt
Taxes Net Invst Incm$79,821TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$9,878DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$95,274TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$94,904TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$12,552PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$13,185PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$59,975OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$61,697OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,458,004TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$648,237TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,437,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,942,457ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,376,705ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,400,461TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$648,237TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$13,814,230TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,638,556ExcessRevenueOverExpensesAmt
Net Investment Income$26,514,576NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,471,262SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,984,957SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,984,957SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$21,876AcctRcvblAmt
Acct Rcvbl BOY$12,857AcctRcvblBOYAmt
Acct Rcvbl EOY$21,876AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$21,876AcctRcvblEOYFMVAmt
US Government Obligations BOY$228,344USGovernmentObligationsBOYAmt
US Government Obligations EOY$151,033USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$151,033USGovtObligationsEOYFMVAmt
Corporate Stock BOY$79,534,696CorporateStockBOYAmt
Corporate Stock EOY$67,205,728CorporateStockEOYAmt
Corporate Stock EOYFMV$67,205,728CorporateStockEOYFMVAmt
Corporate Bonds BOY$32,447,920CorporateBondsBOYAmt
Corporate Bonds EOY$38,717,113CorporateBondsEOYAmt
Corporate Bonds EOYFMV$38,717,113CorporateBondsEOYFMVAmt
Other Investments BOY$179,063,578OtherInvestmentsBOYAmt
Other Investments EOY$238,536,229OtherInvestmentsEOYAmt
Other Investments EOYFMV$238,536,229OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$91,856LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,391LandBldgEquipAccumDeprecAmt
Land BOY$21,982LandBOYAmt
Land EOY$62,465LandEOYAmt
Land EOYFMV$62,465LandEOYFMVAmt
Other Assets BOY$100,000OtherAssetsBOYAmt
Other Assets EOY$100,000OtherAssetsEOYAmt
Other Assets EOYFMV$100,000OtherAssetsEOYFMVAmt
Total Assets BOY$301,880,639TotalAssetsBOYAmt
Total Assets EOY$356,779,401TotalAssetsEOYAmt
Total Assets EOYFMV$356,779,401TotalAssetsEOYFMVAmt
Accounts Payable BOY$131,476AccountsPayableBOYAmt
Accounts Payable EOY$83,795AccountsPayableEOYAmt
Grants Payable BOY$5,707,534GrantsPayableBOYAmt
Grants Payable EOY$5,273,287GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$63,737OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,839,010TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,420,819TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$296,041,629NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$351,358,582NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$296,041,629TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$351,358,582TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$301,880,639TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$356,779,401TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$296,041,629TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,638,556ExcessRevenueOverExpensesAmt
Other Increases$45,678,397OtherIncreasesAmt
Subtotal$351,358,582SubtotalAmt
Tot Net Ast Or Fund Balances EOY$351,358,582TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PERSHING - 1484$16,036,980$15,300,214$736,766$736,766
PERSHING - 4450$7,367,709$6,591,176$776,533$776,533
PERSHING - 4476$3,411,317$3,883,866-$472,549-$472,549
PERSHING - 4484$2,233,835$2,166,605$67,230$67,230
JPM - 7002$10,168,641$6,602,397$3,566,244$3,566,244
JPM - 1008$81,396,640$77,734,613$3,662,027$3,662,027
JPM - 5007$8,995,707$8,969,711$25,996$25,996
BREWERY PROJECT, LLC$262,000$0$262,000$262,000
JJZ FAMILY INVESTMENTS$1,422,248$0$1,422,248$1,422,248
PROSHARES ULTRASHORT EURO$489$0$489$489
WESTHILL-DEKALB$2,242,719$2,242,719$2,242,719
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
CAPITAL GAIN DIVIDENDS$12,954P
FieldValueIRS element (for citing)
Capital Gain Net Income$12,302,657CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$368,553InvestmentIncomeExciseTaxAmt
Subtotal$368,553SubtotalAmt
Tax Based On Investment Income$368,553TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$380,013EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$380,013TotalPaymentsAndCreditsAmt
Overpayment$11,460OverpaymentAmt
Applied To ES Tax$10,000AppliedToESTaxAmt
Refund$1,460RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOEL J FIRKUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142742796PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Marcy C Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203PRESIDENT/DIRECTOR5.0$20,000$0$0
Marilyn Zilber
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$20,000$0$0
Shane M Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203TREASURER/DIRECTOR2.0$20,000$0$12,868
Melissa S A Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$20,000$0$222
James F Janz
710 N PLANKINTON AVEMILWAUKEEWI53203VICE PRESIDENT/DIRECTOR5.0$20,000$0$4,459
Stephan J Chevalier
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR (Thru 6/30/23)10.0$20,000$0$0
Michael P Mervis
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR5.0$20,000$0$0
John K Tsui
999 BISHOP ST OFFICE 805HONOLULUHI96813DIRECTOR (Thru 6/30/23)2.0$20,000$0$5,259
Mark Madigan
710 N PLANKINTON AVEMILWAUKEEWI53203SECRETARY/DIR (as of 6/30/23)2.0$20,000$0$4,803

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
GINA STILP
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203EXECUTIVE DIRECTOR40.0$222,960$0$8,953
ERIN FREDERICK
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203PROGRAM DIRECTOR40.0$152,710$0$26,071
CAMILLE DAVIS
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203PROGRAM OFFICER40.0$83,047$0$17,160
LIANNA BISHOP
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203OPERATIONS DIRECTOR32.0$94,066$0$23,622

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
AR Schmeidler & Co Inc
500 5th AveNEW YORKNY10110Investment Mgmt$261,575
JP Morgan Chase Bank NA
270 Park AvenueNEW YORKNY10017Investment Mgmt$186,411
Lauber Business Partners Inc
924 E Wells Street Suite 408MILWAUKEEWI53202Org Assessment$60,000
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$126,734,172AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$188,358AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$181,902,174FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$308,824,704TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$308,824,704AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,632,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$304,192,333NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,209,617MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,209,617MinimumInvestmentReturnAmt
Tax Based On Investment Income$368,553TaxBasedOnInvestmentIncomeAmt
Total Tax$368,553TotalTaxAmt
Distributable Before Adj$14,841,064DistributableBeforeAdjAmt
Distributable Before Ded$14,841,064DistributableBeforeDedAmt
Distributable As Adjusted$14,841,064DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,814,230ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$13,814,230QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,841,064DistributableAsAdjustedAmt
Undistributed Income PY$405,804UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$13,814,230QualifyingDistributionsAmt
Applied To Year1$405,804AppliedToYear1Amt
Applied To Current Year$13,408,426AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$1,432,638UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH VERA ZILBER CHARITABLERecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (316 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACTS Housing
2414 West Vilet StreetMilwaukeeWI53205NONEPCAcquisition fund$500,000
Acts Housing
2414 W Vliet StreetMilwaukeeWI53205NONEPCHomeownership$100,000
Acts Housing
2414 W Vliet StreetMilwaukeeWI53205NONEPCGeneral Operations$500
Acts Housing
2414 W Vliet StreetMilwaukeeWI53205NONEPCHealth & Wellness$5,000
African American Leadership Alliance Milwaukee
275 W Wisconsin AveMilwaukeeWI53203NONEPCCapacity Building$50,000Suite 220
African American Leadership Alliance Milwaukee
275 W Wisconsin AveMilwaukeeWI53203NONEPCHealth & Wellness$2,500Suite 220
All Peoples Gathering Lutheran Church
2600 N 2nd StMilwaukeeWI532122813NONEPCZilber Gives Back$2,000
Aloha United Way
200 N Vineyard BoulevardHonoluluHI96817NONEPCGeneral Operations$10,000Suite 700
American Red Cross of Southeast Wisconsin
2600 W Wisconsin AveMilwaukeeWI53233NONEPCProperty Improvement$5,000
Black Leaders Organizing Communities (BLOC)
3500 N 26th StMilwaukeeWI53206NONEPCHealth & Wellness$2,500
Boys & Girls Clubs of Maui
100 Kanaloa AveKahuluiHI96732NONEPCZilber Gives Back$2,000
Capuchin Community Services
930 W State StreetMilwaukeeWI53233NONEPCHealth & Wellness$2,500
Capuchin Community Services
930 W State StreetMilwaukeeWI53233NONEPCZilber Gives Back$2,000
Capuchin Community Services
930 W State StreetMilwaukeeWI53233NONEPCHomelessness$80,000
Castle Medical Center dba Adventist Health Castle
640 Ulukahiki StreetKailuaHI96734NONEPCHealth & Wellness$125,000
Castle Medical Center dba Adventist Health Castle
640 Ulukahiki StreetKailuaHI96734NONEPCHealth & Wellness$60,000
Cathedral Center
845 N Van Buren StreetMilwaukeeWI53203NONEPCSafe shelter and case management$50,000
Cathedral Center Inc
710 N Plankinton AvenueMilwaukeeWI53203NONEPCHomelessness$2,000Suite 803
Cathedral Center Inc
710 N Plankinton AvenueMilwaukeeWI53203NONEPCHealth & Wellness$5,000Suite 803
Central Brevard Sharing Center Inc
PO Box 3363CocoaFL329243363NONEPCFood Security$1,000
Cesar Chavez BID 38
916 S Cesar Chavez DriveMilwaukeeWI53204NONEGOVGeneral Operations$30,000
Chris Kolenda Saber Six Foundation
2245 N Lake DrMilwaukeeWI532021251NONEPCGeneral Operations$10,000
Clarke Sqare Neighborhood Initiative
PO Box 210141MilwaukeeWI53221NONEPCCommunity Development$100,000
Cocoa Police Foundation Inc
1226 W King StCocoaFL32922NONEPCGeneral Operations$1,000
Community Advocates
728 N James Lovell StMilwaukeeWI53233NONEPCGeneral Operations$100,000
Community Advocates
728 N James Lovell StMilwaukeeWI53233NONEPCGeneral Operations$7,500
Community Warehouse
521 S 9th StreetMilwaukeeWI53204NONEPCHealth & Wellness$2,500
Community Warehouse
521 S 9th StreetMilwaukeeWI53204NONEPCProperty Improvement$40,000
Community Water Services
1836 W Fond du Lac AvenueMilwaukeeWI53205NONEPCCapacity Building$50,000
Cross Lutheran Church
1821 N 16th StreetMilwaukeeWI53205NONEPCBasic Human Needs$50,000
Cross Lutheran Church
1821 N 16th StreetMilwaukeeWI53205NONEPCHealth & Wellness$2,500
Data You Can Use
PO Box 51170MilwaukeeWI53203NONEPCGeneral Operations$100,000
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCData$10,000
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCData$1,000
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCHealth & Wellness$2,500
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCGeneral Operations$2,200
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCCapacity Building$25,000
Dominican Center for Women
2470 W Locust StMilwaukeeWI53206NONEPCGeneral Operations$2,000
Dominican Center for Women
2470 W Locust StMilwaukeeWI53206NONEPCCapacity Building$10,000
Douglas McKey Christmas Club
NONEMilwaukeeWI53203NONEPCFood Security$5,000
Dynamic Community Solutions
85-908 Waianae Valley RdWaianaeHI96792NONEPCHealth & Wellness$2,500
Dynamic Community Solutions
85-908 Waianae Valley RdWaianaeHI96792NONEPCHomelessness$100,000
Ebenezer Stone Ministries Inc
12300 W Janesville RdHales CornersWI531302350NONEPCZilber Gives Back$2,000
El Dorado Humane Society
777 Pleasant Valley RdDiamond SpringsCA956199219NONEPCZilber Gives Back$2,000
Ezekiel Community Development Corporation
PO Box 241873MilwaukeeWI53224NONEPCProperty Improvement$125,000
Family Programs Hawaii
802 South King StreetHonoluluHI96813NONEPCGeneral Operations$10,000
Fellowship Open Inc
815 N Water StreetMilwaukeeWI53202NONEPCYouth Development$10,000
Fondy Food Center
1617 W North AvenueMilwaukeeWI53205NONEPCGeneral Operations$50,000Suite 4
Fondy Food Center
2102 W Fond du Lac AvenueMilwaukeeWI53206NONEPCHealth & Wellness$2,500
Fondy Food Center
2102 W Fond du Lac AvenueMilwaukeeWI53206NONEPCCapacity Building$50,000
Fondy Food Center
2102 W Fond du Lac AvenueMilwaukeeWI53206NONEPCSmall Business Development$35,000
FoodRight Inc
PO Box 510622MilwaukeeWI53203NONEPCZilber Gives Back$2,000
Forward Community Investments
1850 W Fond Du Lac AvenueMilwaukeeWI53205NONEPCFinancial Education/Literacy;Small Business Develo$50,000
Forward Community Investments
1850 W Fond Du Lac AvenueMilwaukeeWI53205NONEPCHealth & Wellness$2,500
Free Radio Hustisford
PO Box 122HustisfordWI53034NONEPCGeneral Operations$2,500
Free Radio Hustisford
PO Box 122HustisfordWI53034NONEPCGeneral Operations$2,000
Friendship Inc
2245 W Fond Du Lac AveMilwaukeeWI53206NONEPCHealth & Wellness$2,500PO Box 6286
Friendship Inc
2245 W Fond Du Lac AveMilwaukeeWI53206NONEPCSubstance Abuse$22,000PO Box 6286
Girl Scouts of Hawai'i
410 Atkinson DriveHonoluluHI96814NONEPCYouth$10,000Suite 2E1 Box 3
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Development Alliance$100,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Connections Small Grants Program$20,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCNonprofit Management Fund$37,500Suite 210
Greater Milwaukee Foundation
101 W Pleasant StMilwaukeeWI53212NONEPCCapacity Building$50,000Suite 210
Greater Milwaukee Foundation - Nonprofit Managemen
101 W Pleasant StreetMilwaukeeWI53212NONEPCCapacity Building$3,000Suite 210
Guest House of Milwaukee
1216 N 13th StreetMilwaukeeWI53205NONEPCHomelessness$50,000
Guest House of Milwaukee
1216 N 13th StreetMilwaukeeWI53205NONEPCGeneral Operations$7,500
Habilitat
45-035 Kuhonu PlaceKaneoheHI96744NONEPCConstruction services and facility training$25,000
Habilitat Inc
45-035 Kuhonu PlaceKaneoheHI96744NONEPCGeneral Operations$500
Habilitat Inc
45-035 Kuhonu PlaceKaneoheHI96744NONEPCHealth & Wellness$5,000
Habitat For Humanity Sarasota Inc
1757 N East AveSarasotaFL34234NONEPCZilber Gives Back$25,000
Hale Kipa
91-2128 Old Fort Weaver RdEwa BeachHI96706NONEPCCommunity-based Outreach and Advocacy$25,000
Hale Kipa
91-2128 Old Fort Weaver RoadEwa BeachHI96706NONEPCGeneral Operations$7,500
Hawaii Alliance of Nonprofit Organization
1020 S Beretania StreetHonoluluHI96814NONEPCHealth & Wellness$2,5002nd Floor
Hawai'i Alliance of Nonprofit Organizations
1020 S Beretania StreetHonoluluHI96814NONEPCGeneral Operations$20,0002nd Floor
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$100,000
Hawai'i People's Fund
PO Box 4163HonoluluHI96812NONEPCHealth & Wellness$50,000
Health Connections Incorporated
4655 N Port Washington RoadGlendaleWI53212NONEPCHealth & Wellness$2,500Suite 325
Historic Milwaukee
235 E Michigan StreetMilwaukeeWI53202NONEPCGeneral Operations$10,000
Hoiwai for Funder Hui
59-005 Hoalua StHaleiwaHI96712NONEPCFunder Hui$25,000
Ho'ola Na Pua
PO Box 401HaleiwaHI96712NONEPCSupport construction campaign$62,500
Ho'ola Na Pua
PO Box 401HaleiwaHI96712NONEPCGeneral Operations$50,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCSex Trafficking$10,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCSex Trafficking$50,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCHealth & Wellness$5,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCSex Trafficking$2,745
Hoovers Hause All Dog Rescue
3700 Debbie LnOlive BranchMS386547940NONEPCZilber Gives Back$2,000
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCHomeownership$100,000
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCHomeownership$5,000
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCHealth & Wellness$5,000
Humane Animal Welfare Society of Waukesha County
PO Box 834WaukeshaWI53187NONEPCZilber Gives Back$2,000
IHS The Institute for Human Services
546 Kaaahi StreetHonoluluHI96817NONEPCHomelessness$50,000
IHS The Institute for Human Services
546 Kaaahi StreetHonoluluHI96817NONEPCGeneral Operations$500
IHS The Institute for Human Services
546 Kaaahi StreetHonoluluHI96817NONEPCGeneral Operations$7,500
IMPACT Alcohol & Other Drug Abuse Service Inc
6737 West Washington StreetMilwaukeeWI53214NONEPCData$10,000Suite 2225
JobsWork MKE Inc
2821 N Vel R Phillips AveMilwaukeeWI53212NONEPCHealth & Wellness$2,500Suite 300
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCFinancial opportunity center$75,000
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCGeneral Operations$200,000
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCHealth & Wellness$5,000
Kaohao School
140 Alala RoadKailuaHI96734NONEGOVEducation$5,000
KEY Project
47-200 Waihee RdKaneoheHI96744NONEPCHealth & Wellness$2,500
KEY Project
47-200 Waihee RdKaneoheHI96744NONEPCConvening$54,000
Knoxville Museum of Art
1050 Worlds Fair Park DrKnoxvilleTN379161653NONEPCArts$1,000
Kukolu Organization
46-003 Alaloa StreetKaneoheHI96744NONEPCCapacity Building;Community/Civic Engagement$25,000Unit 108
K'kulu Switchboard (a fiscally sponsored project o
44-527A Kaneohe Bay DriveKaneoheHI96744NONEPCGeneral Operations$25,000
Latino Entrepreneurial Network Incorporated
2778 S 35th StreetMilwaukeeWI53215NONEPCGeneral Operations$30,000Suite 408
Latino Entrepreneurial Network Incorporated
3419 W Forest Home AveMilwaukeeWI53215NONEPCHealth & Wellness$2,500
Le Jardin Academy
917 Kalanianaole HwyKailuaHI96734NONEPCEducation$1,000
Le Jardin Academy
917 Kalanianaole HwyKailuaHI96734NONEPCEducation$5,000
Le Jardin Academy
917 Kalanianaole HwyKailuaHI96734NONEPCHealth & Wellness$5,000
Legal Action of Wisconsin
633 W Wisconsin AveMilwaukeeWI53203NONEPCRental Housing$50,000Ste 2000
Legal Aid Society
728 N James Lovell StMilwaukeeWI53203NONEPCGeneral Operations$50,0003rd Floor North Suite
LGBTQ SAVES
1959 Sandy LaneFort WorthTX76116NONEPCZilber Gives Back$2,000
LISC Milwaukee
234 W Florida StreetMilwaukeeWI53204NONEPCGeneral Operations$40,000Suite 204
LISC Milwaukee
234 W Florida StreetMilwaukeeWI53204NONEPCSmall Business Development$216,000Suite 204
LISC Milwaukee
234 W Florida StreetMilwaukeeWI53204NONEPCHealth & Wellness$2,500Suite 204
Literacy Services of Wisconsin
555 N Plankinton AvenueMilwaukeeWI53203NONEPCFinancial Education/Literacy$21,600
Literacy Services of Wisconsin
555 N Plankinton AvenueMilwaukeeWI53203NONEPCHealth & Wellness$2,500
Living Classrooms
1417 Thames StreetBaltimoreMD21231NONEPCYouth$5,000
Lucky Mutts Rescue Inc
9225 W Beloit RdMilwaukeeWI53227NONEPCZilber Gives Back$2,000
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCHealth & Wellness$5,0001200
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCHealth & Wellness$5,0001200
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCZilber Gives Back$2,0001200
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCHealth & Wellness$40,0001200
Make-A-Wish Hawaii
223 South King StreetHonoluluHI96813NONEPCGeneral Operations$50,000Suite 100
Marine Toys For Tots Foundation
18251 Quantico Gateway DriveTriangleVA22172NONEPCZilber Gives Back$2,000
Marquette University
1250 W Wisconsin AveMilwaukeeWI53233NONEPCSupport expenses for Milwaukee NNS$62,500
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCHealth & Wellness$9,000PO Box 1881
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCEducation$6,000PO Box 1881
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCEducation$6,000PO Box 1881
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCEducation$6,000PO Box 1881
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCEducation$15,000PO Box 1881
Marquette University - NNS
1250 West Wisconsin AvenueMilwaukeeWI532011881NONEPCHealth & Wellness$2,500
Matt's Kindness Ripples On (MKRO)
1b Canvassback CtBerlinMD218111745NONEPCZilber Gives Back$2,000
Menomonee Valley Partners
231 W Michigan StMilwaukeeWI53203NONEPCCapacity Building$40,000P421
Menomonee Valley Partners
231 W Michigan StMilwaukeeWI53203NONEPCHealth & Wellness$2,500P421
Mental Health America of Hawaii
1136 Union MallHonoluluHI96813NONEPCMental health training and advocacy$40,000Suite 510
Mental Health America of Hawaii
1136 Union MallHonoluluHI96813NONEPCHealth & Wellness$2,500Suite 208
Mental Health Emergency Center
PO Box 341880MilwaukeeWI53234NONEPCGeneral Operations$50,000
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCSubstance Abuse$100,000
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCGeneral Operations$500
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCGeneral Operations$7,500
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCSubstance Abuse$500,000
Meta House Inc
2625 N Weil StreetMilwaukeeWI53212NONEPCSubstance abuse treatment$50,000
Metro Milwaukee Fair Housing Council
759 N Milwaukee StreetMilwaukeeWI53202NONEPCNonprofit technical assistance$39,000Suite 500
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI532010633NONEPCHealth & Wellness$2,500
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI53201NONEPCPrevent evictions and foreclosures$60,000
Metropolitan Milwaukee Fair Housing Council
759 N Milwaukee StreetMilwaukeeWI53202NONEPCHealth & Wellness$2,500Suite 500
Milwaukee Area Technical College
700 W State StreetMilwaukeeWI53211NONEPCStormer Retention Grant program$100,000
Milwaukee Center for Independence Fnd Inc
2020 W Wells StreetMilwaukeeWI53233NONEPCJob training$75,000
Milwaukee Center for Independence Foundation
2020 W Wells StreetMilwaukeeWI53233NONEPCHealth & Wellness$2,500
Milwaukee Christian Center
807 S 14TH STMILWAUKEEWI53204NONEPCGeneral Operations$7,500
Milwaukee Christian Center
807 S 14TH STMILWAUKEEWI53204NONEPCHomeownership$54,000
Milwaukee Community Business Collaborative
PO Box 12360MilwaukeeWI53212NONEPCGeneral Operations$50,000
Milwaukee Community Land Trust
PO Box 510781MilwaukeeWI53203NONEPCGeneral Operations$150,000
Milwaukee Film
1037 West McKinley AveMilwaukeeWI53205NONEPCArts$10,000Suite 200
Milwaukee Food Council
3425 N 80th StMilwaukeeWI53222NONEPCCapacity Building$50,000
Milwaukee Habitat for Humanity
3726 N Booth StreetMilwaukeeWI53212NONEPCHomeownership$10,000
Milwaukee Habitat for Humanity
3726 N Booth StreetMilwaukeeWI53212NONEPCHealth & Wellness$7,500
Milwaukee Youth Symphony Orchestra Inc
Milwaukee Youth Arts CenterMilwaukeeWI53212NONEPCArts$5,000325 W Walnut St
Milwaukee Youth Symphony Orchestra Inc
Milwaukee Youth Arts CenterMilwaukeeWI53212NONEPCYouth$5,000325 W Walnut St
MMAC Community Support Foundation
275 W Wisconsin AvenueMilwaukeeWI53203NONEPCHealth & Wellness$2,500Suite 220
Mothers Against Drunk Driving - Hawaii
745 Fort StreetHonoluluHI96813NONEPCSubstance Abuse$10,000Suite 303
Museum of Dinosaurs and Ancient Cultures Inc
250 W Cocoa Beach CswyCocoa BeachFL329313530NONEPCParks & Green Space;Other$1,000
Nativity Jesuit Academy
1515 South 29th StreetMilwaukeeWI532151912NONEPCEducation$8,000
Nativity Jesuit Academy
1515 South 29th StreetMilwaukeeWI532151912NONEPCEducation$6,000
Nativity Jesuit Academy
1515 South 29th StreetMilwaukeeWI532151912NONEPCEducation$14,000
Nativity Jesuit Academy
1515 South 29th StreetMilwaukeeWI532151912NONEPCYouth$6,000
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCYouth Development$3,000
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCYouth$100,000
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCGeneral Operations$500
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCHealth & Wellness$5,000
Nicole Ellis Foundation
PO Box 569South HollandIL60473NONEPCGeneral Operations$1,500
Nicole Ellis Foundation
PO Box 569South HollandIL60473NONEPCYouth$6,000
North AveFond du Lac Marketplace BID 32
2020 W Fond du Lac AvenueMilwaukeeWI53205NONEGOVGeneral Operations$30,000
North Division High School Alumni Association
3020 W Vliet StMilwaukeeWI53208NONEPCYouth Development$5,000
Northwest Side Community Development Corporation
4201 N 27th StreetMilwaukeeWI53216NONEPCSmall Business Development$400,0007th Floor
Parents and Children Together
1485 Linapuni StreetHonoluluHI96819NONEPCMental health training and advocacy$25,000Suite 103
Parents And Children Together
1300 Halona StreetHonoluluHI96817NONEPCHealth & Wellness$7,500
Parkinson's Foundation Midwest
200 SE 1st StreetMiamiFL33131NONEPCHealth & Wellness$500Suite 800
Partners In Care
200 North Vineyard BlvdHonoluluHI96817NONEPCHealth & Wellness$5,000Suite A-210
Partners In Care
200 North Vineyard BlvdHonoluluHI96817NONEPCHomelessness$50,000Suite A-210
PEARLS for Teen Girls
1805 N Martin Luther King Jr DriveMilwaukeeWI53212NONEPCYouth$108,000
PEARLS for Teen Girls
1805 N Martin Luther King Jr DriveMilwaukeeWI53212NONEPCCapacity Building$50,000
PEARLS for Teen Girls
1805 N Martin Luther King Jr DriveMilwaukeeWI53212NONEPCHealth & Wellness$5,000
Penfield Children's Center
833 North 26th StreetMilwaukeeWI53233NONEPCEducation$50,000
Penfield Children's Center
833 North 26th StreetMilwaukeeWI53233NONEPCHealth & Wellness$7,500
Penfield Children's Center
833 North 26th StreetMilwaukeeWI53233NONEPCEducation$6,000
Pennsylvania State University Philanthropic Fund
119 Old MainUniversity ParkPA16802NONEPCGeneral Operations$44,000
Phoenix Children's Hospital
2929 E Camelback RdPhoenixAZ85016NONEPCZilber Gives Back$2,000Ste 122
Pier One Theatre
332 E Pioneer AvenueHomerAK99603NONEPCYouth$5,0003
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCGeneral Operations$500
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCHealth & Wellness$54,000
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCHealth & Wellness$5,000
Province of St Joseph of the Capuchin Order
PO Box 5830MilwaukeeWI53205NONEPCSupport St. Ben's Community Meal Program$33,000
PTA Hawaii Congress (Kaelepulu PTSA)
530 Keolu DriveKailuaHI96734NONEPCYouth$5,000
RCM Community Fund
750 N Lincoln Memorial DrMilwaukeeWI53202NONEPCGeneral Operations$2,000320
RCM Community Fund
750 N Lincoln Memorial DrMilwaukeeWI53202NONEPCHealth & Wellness$10,000320
RCM Community Fund
750 N Lincoln Memorial DrMilwaukeeWI53202NONEPCGeneral Operations$5,000320
Reagan High School Arts Partnership
PO Box 342782MilwaukeeWI53234NONEPCArts$5,000
Reagan High School Arts Partnership
PO Box 342782MilwaukeeWI53234NONEPCArts$2,000
Residential Youth Services & Empowerment
42-470 Kalanianaole HwyKailuaHI96734NONEPCHomeless youth of Oahu$25,0006
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCYouth$10,000
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCHealth & Wellness$7,500
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCYouth$10,000
Revitalize Milwaukee
840 N Old World Third StreetMilwaukeeWI53203NONEPCHome improvement matching grant$300,000Suite 600
Revitalize Milwaukee
840 N Old World Third StMilwaukeeWI53203NONEPCGeneral Operations$500Suite 600
Revitalize Milwaukee
840 N Old World Third StMilwaukeeWI53203NONEPCHealth & Wellness$5,000Suite 600
Revitalize Milwaukee
840 N Old World Third StMilwaukeeWI53203NONEPCProperty Improvement$400,000Suite 600
River Revitalization Foundation
2134 N Riverboat RdMilwaukeeWI53212NONEPCParks & Green Space$5,000
RiverEdge Nature Center
4458 County Hwy YSaukvilleWI53080NONEPCSupport nature-based educational programs$5,000
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCFinancial Education/Literacy$50,000
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCHealth & Wellness$5,000
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCFinancial Education/Literacy$75,000
Ronald McDonald House Charities of Hawaii Inc
PO Box 61777HonoluluHI968391777NONEPCZilber Gives Back$2,000
Ronald Reagan Booster Club
4965 S 20th StreetMilwaukeeWI53221NONEPCSupport Vera J Zilber Music Department$5,000
Running Rebels Community Organization
225 W Capitol DrMilwaukeeWI532121122NONEPCYouth$108,000
Running Rebels Community Organization
225 W Capitol DrMilwaukeeWI532121122NONEPCCapacity Building$50,000
Running Rebels Community Organization
225 W Capitol DrMilwaukeeWI532121122NONEPCHealth & Wellness$7,500
Sacramento Society for the Prevention of Cruelty t
6201 Florin Perkins RdSacramentoCA95828NONEPCZilber Gives Back$2,000
Safe & Sound
4422 W Leon TerraceMilwaukeeWI53216NONEPCHealth & Wellness$5,000
Safe & Sound Inc
801 W Michigan StMilwaukeeWI53233NONEPCGeneral Operations$75,000
SecureFutures
710 N Plankinton AveMilwaukeeWI53203NONEPCFinancial Education/Literacy$35,000Suite 1400
Serenity Inns
PO Box 26887MilwaukeeWI53226NONEPCOperating expenses & capital improvement$20,000
Serenity Inns
2825 W Brown StMilwaukeeWI53208NONEPCHealth & Wellness$2,500
Shielded Hearts
342 N Water StreetMILWAUKEEWI53202NONEPCZilber Gives Back$2,000Suite 600
Shriners Hospitals for Children
2900 N Rocky Point DriveTampaFL33607NONEPCZilber Gives Back$2,000
Social Development Foundation
1730 W North AvenueMilwaukeeWI53205NONEPCHomeownership$100,000
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCSupport for outcome and evaluation work$133,000
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCDomestic Violence$210,720
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCHealth & Wellness$7,500
Southeastern Guide Dogs Inc
4210 77th Street EastPalmettoFL34221NONEPCZilber Gives Back$2,000
Southside Organizing Committee
1300 S Layton BlvdMilwaukeeWI53215NONEPCCommunity/Civic Engagement$43,200Floor 2
Southside Organizing Committee
1300 S Layton BlvdMilwaukeeWI53215NONEPCCapacity Building$50,000Floor 2
Southside Organizing Committee
1300 S Layton BlvdMilwaukeeWI53215NONEPCHealth & Wellness$5,000Floor 2
Southside Organizing Committee
1300 S Layton BlvdMilwaukeeWI53215NONEPCGeneral Operations$800Floor 2
St Ann Center
2801 E Morgan AveMilwaukeeWI53207NONEPCHealth & Wellness$7,500
St Joan Antida High School
1341 N Cass StreetMilwaukeeWI53202NONEPCEducation$5,000
St John's Lutheran Church
20275 Davidson RoadBrookfieldWI53045NONEPCGeneral Operations$8,500
St John's Lutheran Church
20275 Davidson RoadBrookfieldWI53045NONEPCGeneral Operations$6,000
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN38105NONEPCZilber Gives Back$4,000
Teton Valley Foundation
PO Box 50VictorID83455NONEPCYouth$6,500
Teton Valley Foundation
PO Box 50VictorID83455NONEPCYouth$2,000
The Forgotten Soldier Program
991 Lincoln WayAuburnCA95603NONEPCZilber Gives Back$2,000
The Leaders Trust
2201 BroadwayOaklandCA94612NONEPCCapacity Building$80,000Suite 400
The Lighthouse for the Blind Inc
2501 South Plum StreetSeattleWA98144NONEPCGeneral Operations$500
The Mindful Group Inc
11700 W Lake Park DrMilwaukeeWI532243021NONEPCHomeownership$7,500
The Redress Movement
PO Box 1232West TisburyMA02575NONEPCGeneral Operations$1,000
The Table - Alice's Garden
5305 W Capitol DriveMilwaukeeWI53216NONEPCSmall Business Development$52,500
Thunderbird Chiefs Parent Association
1750 W Thunderbird RdPhoenixAZ850236307NONEPCYouth$2,000
TransCenter for Youth
1749 N 16th StMilwaukeeWI53205NONEPCNewline Community Caf$40,000
TransCenter for Youth
1749 N 16th StMilwaukeeWI53205NONEPCHealth & Wellness$2,500
United Community Center
1028 S 9th StreetMilwaukeeWI53204NONEPCHomebuyer education and counseling$85,000
United Community Center
1028 S 9th StMilwaukeeWI53204NONEPCHealth & Wellness$7,500
United Community Center
1028 S 9th StMilwaukeeWI53204NONEPCSubstance Abuse$50,000
United Community Center Inc
1028 S 9th StreetMilwaukeeWI53203NONEPCNew residential substance abuse facility$50,000
United Methodist Children's Services of WI Inc
3940 W Lisbon AveMilwaukeeWI53208NONEPCProperty Improvement$125,000
United Performing Arts Fund
301 W Wisconsin AveMilwaukeeWI53203NONEPCUPAF Match$71,537Ste 600
United Way of Greater Milwaukee & Waukesha County
225 W Vine StMilwaukeeWI53212NONEPCUnited Way Match$38,569
United Way of Greater Milwaukee and Waukesha Count
225 W Vine StreetMilwaukeeWI53212NONEPCGeneral Operations$115,034
UniteMKE
1433 N Water StreetMilwaukeeWI53202NONEPCSupport development costs of UniteNorth$75,000Suite 400
UniteWI
1433 N Water StMilwaukeeWI53202NONEPCHealth & Wellness$2,500Suite 400
UniteWI
1433 N Water StMilwaukeeWI53202NONEPCCommercial Corridors$150,000Suite 400
University of Wisconsin Foundation
1848 University AveMadisonWI53726NONEPCGeneral Operations$5,000
Urban Ecology Center
1500 E Park PlaceMilwaukeeWI53211NONEPCParks & Green Space$12,500
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King Jr DrMilwaukeeWI53212NONEPCGeneral Operations$90,000Suite 260
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King Jr DMilwaukeeWI53212NONEPCHealth & Wellness$2,500Suite 260
UWM Foundation
1440 East North AvenueMilwaukeeWI53202NONEPCEducation$25,000
UWM Foundation Inc
1440 E North AvenueMilwaukeeWI53201NONEPCVera Zilber Public Health Fund$500,000
UWM Foundation Inc
1440 E North AvenueMilwaukeeWI53202NONEPCSupport Ron Perez legacy fund$50,000
Valiant Air Command Inc
6600 Tico RdTitusvilleFL327808009NONEPCGeneral Operations$1,000
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCProperty Improvement$2,500
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCGeneral Operations$500
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCHomeownership$250,000
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCConvening$347,500
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCHealth & Wellness$5,000
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCGeneral Operations$800
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCCommercial Corridors$250,000
Vision to Learn
12100 Wilshire BlvdLos AngelesCA90025NONEPCHealth & Wellness$100,000Suite 1275
Vision to Learn
12100 Wilshire BlvdLos AngelesCA90025NONEPCHealth & Wellness$2,500Suite 1275
Vision to Learn
12100 Wilshire BlvdLos AngelesCA90025NONEPCBetter Vision for Keiki$50,000Suite 1275
Visiting Nurse Association of Wisconsin Inc
PO Box 341880MilwaukeeWI53204NONEPCAurora Zilber Family Hospice$75,000
Visiting Nurse Association of Wisconsin Inc
Attn Grant AccountantMilwaukeeWI53204NONEPCHealth & Wellness$5,000750 W Virginia St PO Box 341880
Waikiki Health
277 Ohua AvenueHonoluluHI96815NONEPCHomelessness$50,000
Walker's Point Youth & Family Center
732 S 21st StreetMilwaukee WisconsinWI53202NONEPCHomeownership;Youth$75,000
Walnut Way Conservation Corp
2240 N 17th StMilwaukeeWI53205NONEPCHomeownership$40,000
Walnut Way Conservation Corp
2240 N 17th StMilwaukeeWI53205NONEPCGeneral Operations$500
Walnut Way Conservation Corp
2240 N 17th StMilwaukeeWI53205NONEPCConvening$324,000
Walnut Way Conservation Corp
2240 N 17th StMilwaukeeWI53205NONEPCHealth & Wellness$5,000
Walnut Way Conservation Corporation Inc
2240 N 17th StreetMilwaukeeWI53205NONEPCSupport lead agency in Lindsay Heights$150,000
Wild Communities Foundation
1349 Akalani LoopKailuaHI96734NONEPCYouth$52,500
Windward Choral Society
202 Aikoa StKailuaHI96734NONEPCGeneral Operations$5,000
Windward Choral Society
202 Aikoa StKailuaHI96734NONEPCArts$5,000
Wisconsin Community Services Inc
3732 W Wisconsin AvenueMilwaukeeWI53208NONEPCSubstance Abuse$100,000Suite 320
Wisconsin Philanthropy Network
790 N Milwaukee StreetMilwaukeeWI53202NONEPCRegional grantmakers association$25,000Suite 324
Wisconsin Policy Forum
633 W Wisconsin AvenueMilwaukeeWI53203NONEPCSmall Business Development$10,000Suite 406
Wisconsin Policy Forum
633 W Wisconsin AvenueMilwaukeeWI53203NONEPCAdvocacy/Policy$3,000Suite 406
Wisconsin Voices
4201 N 27th StreetMilwaukeeWI53203NONEPCVoter Education and Outreach$50,0007th Floor
Wisconsin Voices
4201 N 27th StreetMilwaukeeWI53216NONEPCHealth & Wellness$2,5007th Floor
Wisconsin Women's Business Initiative Corporation
1533 N RiverCenter DrMilwaukeeWI53212NONEPCSmall Business Development$150,000
Wisconsin Women's Business Initiative Corporation
1533 N RiverCenter DrMilwaukeeWI53212NONEPCHealth & Wellness$7,500
Wisconsin World Affairs Council
10600 W Mitchell StreetWest AllisWI53214NONEPOFGeneral Operations$10,000
Wisconsin World Affairs Council
10600 W Mitchell StreetWest AllisWI53214NONEPOFGeneral Operations$10,000
Women's Care Center of Milwaukee
PO Box 510978MilwaukeeWI53203NONEPCGeneral Operations$6,000
Women's Care Center of Milwaukee
PO Box 510978MilwaukeeWI53203NONEPCGeneral Operations$6,000
Women's Fund of Hawaii
PO Box 438HonoluluHI96809NONEPCGeneral Operations$25,000
Women's Fund of Hawaii
PO Box 438HonoluluHI96809NONEPCHealth & Wellness$2,500
YMCA of Honolulu
1441 PALI HWYHonoluluHI968132050NONEPCYouth Development$2,500
YMCA of Metropolitan Milwaukee
PO Box 2174MilwaukeeWI53201NONEPCHealth & Wellness$7,500
YMCA of Metropolitan Milwaukee
PO Box 2174MilwaukeeWI53201NONEPCYouth$50,000
YWCA of Oahu
1040 Richards StreetHonoluluHI96813NONEPCGeneral Operations$50,000
YWCA of Oahu
1040 RICHARDS STREETHONOLULUHI96813NONEPCHealth & Wellness$7,500
YWCA Southeast Wisconsin
1915 N Dr Martin Luther King JuniMilwaukeeWI53212NONEPCGeneral Operations$500
YWCA Southeast Wisconsin
1915 N Dr Martin Luther King JuniMilwaukeeWI53212NONEPCHealth & Wellness$5,000
YWCA Southeast Wisconsin
1915 N Dr Martin Luther King JuniMilwaukeeWI53212NONEPCFinancial Education/Literacy$67,500
Zekes Vets Helping Vets Inc
4175 Richwood CtMerritt IslandFL329526237NONEPCGeneral Operations$2,000
Mentor Greater Milwaukee
1543 N 2nd St 6 FlMilwaukeeWI53212NONEPCYouth Development$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,376,705TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Acts Housing
2414 W Vliet StreetMilwaukeeWI53205NONEPCHomeownership$0
African American Leadership Alliance Milwaukee
275 W Wisconsin AveMilwaukeeWI53203NONEPCCapacity Building$0Suite 220
Castle Medical Center dba Adventist Health Castle
640 Ulukahiki StreetKailuaHI96734NONEPCHealth & Wellness$0
Community Warehouse
521 S 9th StreetMilwaukeeWI53204NONEPCProperty Improvement$0
Fondy Food Center
2102 W Fond du Lac AvenueMilwaukeeWI53206NONEPCSmall Business Development$0
Forward Community Investments
1850 W Fond Du Lac AvenueMilwaukeeWI53205NONEPCFinancial Education/Literacy;Small Business Develo$0
Friendship Inc
2245 W Fond Du Lac AveMilwaukeeWI53206NONEPCSubstance Abuse$0PO Box 6286
Greater Milwaukee Foundation
101 W Pleasant StMilwaukeeWI53212NONEPCCapacity Building$0Suite 210
Guest House of Milwaukee
1216 N 13th StreetMilwaukeeWI53205NONEPCHomelessness$0
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$0
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCHomeownership$0
IHS The Institute for Human Services
546 Kaaahi StreetHonoluluHI96817NONEPCHomelessness$0
KEY Project
47-200 Waihee RdKaneoheHI96744NONEPCConvening$0
Kukolu Organization
46-003 Alaloa StreetKaneoheHI96744NONEPCCapacity Building;Community/Civic Engagement$0Unit 108
Literacy Services of Wisconsin
555 N Plankinton AvenueMilwaukeeWI53203NONEPCFinancial Education/Literacy$0
Milwaukee Christian Center
807 S 14TH STMILWAUKEEWI53204NONEPCHomeownership$0
Milwaukee Food Council
3425 N 80th StMilwaukeeWI53222NONEPCCapacity Building$0
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCYouth$0
Northwest Side Community Development Corporation
4201 N 27th StreetMilwaukeeWI53216NONEPCSmall Business Development$07th Floor
Partners In Care
200 North Vineyard BlvdHonoluluHI96817NONEPCHomelessness$0Suite A-210
PEARLS for Teen Girls
1805 N Martin Luther King Jr DriveMilwaukeeWI53212NONEPCYouth$0
Penfield Children's Center
833 North 26th StreetMilwaukeeWI53233NONEPCEducation$0
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCHealth & Wellness$0
Revitalize Milwaukee
840 N Old World Third StMilwaukeeWI53203NONEPCProperty Improvement$0Suite 600
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCFinancial Education/Literacy$0
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCFinancial Education/Literacy$0
Running Rebels Community Organization
225 W Capitol DrMilwaukeeWI532121122NONEPCYouth$0
SecureFutures
710 N Plankinton AveMilwaukeeWI53203NONEPCFinancial Education/Literacy$0Suite 1400
Social Development Foundation
1730 W North AvenueMilwaukeeWI53205NONEPCHomeownership$0
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCDomestic Violence$0
Southside Organizing Committee
1300 S Layton BlvdMilwaukeeWI53215NONEPCCommunity/Civic Engagement$0Floor 2
The Table - Alice's Garden
5305 W Capitol DriveMilwaukeeWI53216NONEPCSmall Business Development$0
United Community Center
1028 S 9th StMilwaukeeWI53204NONEPCSubstance Abuse$0
United Methodist Children's Services of WI Inc
3940 W Lisbon AveMilwaukeeWI53208NONEPCProperty Improvement$0
United Way of Greater Milwaukee & Waukesha County
225 W Vine StMilwaukeeWI53212NONEPCUnited Way Match$0
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCConvening$0
Walnut Way Conservation Corp
2240 N 17th StMilwaukeeWI53205NONEPCConvening$0
Wisconsin Women's Business Initiative Corporation
1533 N RiverCenter DrMilwaukeeWI53212NONEPCSmall Business Development$0
YMCA of Metropolitan Milwaukee
PO Box 2174MilwaukeeWI53201NONEPCYouth$0
YWCA Southeast Wisconsin
1915 N Dr Martin Luther King JuniMilwaukeeWI53212NONEPCFinancial Education/Literacy$0
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,113,287TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,746,114ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,296,458ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPASSTHROUGH ENTITY DISTRIBUTIONSDesc
Exclusion18ExclusionCd
Exclusion-$3,555ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,039,017ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,039,017TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$74,776Amt
Net Investment Income$10,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$63,923DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line110600 West Mitchell StAddressLine1Txt
CityWest AllisCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53214ZIPCd
FieldValueIRS element (for citing)
Grant2023-02-20GrantDt
Grant$20,000GrantAmt
Purpose Of GrantProgram support of the 2023 World Affairs Seminar held June 24-30, 2023.PurposeOfGrantTxt
Expended By Grantee$20,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee06/30/2023DatesOfReportsByGranteeTxt
Verification2023-06-30VerificationDt
Results Of VerificationThe organization received a written report from Wisconsin World Affairs Council (a 501(c)(3) Private Operating Foundation) confirming that grant monies were spent in full for the intended purpose.ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHEDBondNm
EOY Book Value$38,717,113EOYBookValueAmt
EOYFMV$38,717,113EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$67,205,728EOYBookValueAmt
EOYFMV$67,205,728EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$151,033StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$151,033StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$238,536,229BookValueAmt
EOYFMV$238,536,229EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,058LegalFeesAmt
Disbursements Charitable Prps$5,058DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIP DUES$34,060$0$0$37,060
SOFTWARE CONTRACTS$6,941$0$0$6,941
INSURANCE$7,975$0$0$7,975
OFFICE$5,661$0$0$5,350
POSTAGE & MESSENGER$1,059$0$0$1,059
PROMOTIONAL MATERIAL$2,678$0$0$1,578
MISCELLANEOUS EXPENSES$1,601$0$0$1,734

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
BROKER DISTRIBUTIONS-$3,555$0
TOWNE REALTY CO.$0$133,674
JJZ FAMILY INVESTMENT$0-$120,645
WEST-HILL DEKALB LIMITED PARTNERSHIP$0$7,955
PROSHARES ULTRASHORT EURO$0$12,900

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN REAL ESTATE & OTHER INVESTMENT$46,263,904
UNREALIZED GAIN ON MARKETABLE SECURITIES-$585,507

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
EOY Book Value$63,737EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$548,011$484,274$0
PROGRAM EVALUATIONS$175,639$0$175,639
APPRAISALS$21,971$30,992$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$346,606$0$0
FOREIGN TAX$446$0$0$446
UBIT - OREGON$79,375$0$0$79,375

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
BREWERY PROJECT LLC
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203263980530Capital Gain, Controlled Entity$262,000
JJZ FAMILY INVESTMENTS
710 N Plankinton Ave Suite 1200MilwaukeeWI53203391895680CASH DISTRIBUTION$2,117,500
TOWNE REALTY CO
710 N Plankinton Ave Suite 1200MilwaukeeWI53203396106777CASH DISTRIBUTION$172,800
ZILBER LTD
710 N Plankinton Ave Suite 1200MilwaukeeWI53203391472959DIVIDEND RECEIVED$11,088,132
FieldValueIRS element (for citing)
Total$13,640,432TotalAmt

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