HARRI HOFFMANN FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HARRI HOFFMANN FAMILY FOUNDATION INC (EIN 39-1537228)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202231329349102943
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T13:53:54-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390919055PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RITZ HOLMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 E KILBOURN AVE SUITE 550AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391537228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRI HOFFMANN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone4148476398PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 170320AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN MATSOFFPersonNm
Person TitlePRES/TREASURERPersonTitleTxt
Phone4148476398PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALANPersonFirstNm
Person LastMATSOFFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANA G LUTTMANNPreparerPersonNm
PTINP01075770PTIN
Phone4142711451PhoneNum
Preparation2022-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,051,436FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$517,555ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$504,944DividendsRevAndExpnssAmt
Dividends Net Invst Incm$504,944DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,003,867NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,640,357GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,003,867CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,026,378TotalRevAndExpnssAmt
Total Net Invst Incm$3,508,823TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$41,095CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,493CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$22,602CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,609PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,624PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,985PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$965LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$483LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$482LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$86,115OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$85,197OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$918OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$47,152TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$9,944OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,966OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$3,978OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$25TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$13TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,892OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,724OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,168OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$194,897TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$116,600TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,145TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,548,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,548,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,743,397TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$116,600TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,579,645TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,282,981ExcessRevenueOverExpensesAmt
Net Investment Income$3,392,223NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,936CashBOYAmt
Cash EOY$8,136CashEOYAmt
Cash EOYFMV$8,136CashEOYFMVAmt
Sav And Temp Cash Invst BOY$458,847SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$285,680SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$285,680SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$1,050AcctRcvblBOYAmt
Prepaid Expenses BOY$11,256PrepaidExpensesBOYAmt
Other Investments BOY$25,932,929OtherInvestmentsBOYAmt
Other Investments EOY$28,755,328OtherInvestmentsEOYAmt
Other Investments EOYFMV$28,755,328OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,292OtherAssetsBOYAmt
Other Assets EOY$2,292OtherAssetsEOYAmt
Other Assets EOYFMV$2,292OtherAssetsEOYFMVAmt
Total Assets BOY$26,426,310TotalAssetsBOYAmt
Total Assets EOY$29,051,436TotalAssetsEOYAmt
Total Assets EOYFMV$29,051,436TotalAssetsEOYFMVAmt
Accounts Payable EOY$35,896AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,896TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$26,426,310NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$29,015,540NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$26,426,310TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,015,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,426,310TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,051,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,426,310TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,282,981ExcessRevenueOverExpensesAmt
Other Increases$306,249OtherIncreasesAmt
Subtotal$29,015,540SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,015,540TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$18,228,486$15,636,490$2,591,996$2,591,996
CAPITAL GAIN DISTRIBUTION$411,871$411,871$411,871
FieldValueIRS element (for citing)
Capital Gain Net Income$3,003,867CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47,152InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47,152SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47,152TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,256EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,256TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$35,896TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHHFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksALAN MATSOFF PRESIDENTTREASIndividualWithBooksNm
Phone4148476398PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111414 W PARK PLACE STE 202AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALAN MATSOFF
2115 W GREEN TREE RDGLENDALEWI53209PRES/TREASURER5.00$18,947$0$0
TOBIAS LIBBER
3710 N PROSPECT AVEMILWAUKEEWI53211VP - OPERATIONS / SECRETARY7.00$22,147$0$0
EVELYN HOFFMANN
1611 CHICAGO AVEEVANSTONIL60201VICE PRESIDENT1.00$0$0$0
RAISA KOLTUN
5809 N SANTA MONICA AVEWHITEFISH BAYWI53217VP SPECIAL OPERATIONS1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,091,311AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$403,128AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,494,439TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,494,439AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$412,417CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,082,022NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,354,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,354,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,152TaxBasedOnInvestmentIncomeAmt
Total Tax$47,152TotalTaxAmt
Distributable Before Adj$1,306,949DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,306,949DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,306,949DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,579,645ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,579,645QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,306,949DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$72,567ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$101,165ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$219,214ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$151,659ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$184,846ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$729,451TotalExcessDistributionCyovAmt
Qualifying Distributions$1,579,645QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,306,949AppliedToCurrentYearAmt
Remaining Distri From Corpus$272,696RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,002,147TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$72,567ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$929,580ExcessDistriCyovToNextYrAmt
Excess From Year4$101,165ExcessFromYear4Amt
Excess From Year3$219,214ExcessFromYear3Amt
Excess From Year2$151,659ExcessFromYear2Amt
Excess From Year1$184,846ExcessFromYear1Amt
Excess From Current Year$272,696ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRI HOFFMAN FOUNDATION TOBEY LIBBRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 170320AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4148476398RecipientPhoneNum
Recipient Email AddressTLIBBER@HHFAMILYFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsASK FOR GRANT REQUEST INFORMATION SHEET OR GO TO WEBSITE HHFAMILYFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesDEADLINES ARE THE END OF EACH CALENDAR QUARTERSubmissionDeadlinesTxt
Restrictions On AwardsNO SPECIFIC LIMITATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ZOOLOGICAL SOCIETY OF MILWAUKEE
10005 W BLUEMOUND RDMILWAUKEEWI53226PCPROGRAM SUPPORT$15,000
TORAH ACADEMY OF MILWAUKEE
6800 N GREEN BAY AVEGLENDALEWI53209PCEDUCATION SUPPORT$18,000
YESHIVA ELEMENTARY SCHOOL
5115 W KEEFE AVEMILWAUKEEWI53216PCEDUCATION SUPPORT$25,000
WISCONSIN INSTITUTE FOR TORAH STUDY
3288 N LAKE DRMILWAUKEEWI53211PCEDUCATION SUPPORT$240,000
WISCONSIN CONSERVATORY OF MUSIC
1584 N PROSPECT AVEMILWAUKEEWI53202PCEDUCATION SUPPORT$15,000
UW-MILWAUKEE FOUNDATION
1440 E NORTH AVEMILWAUKEEWI53202PCEDUCATION SUPPORT$15,000
UW HILLEL
611 LANGDON STMADISONWI53703PCPROGRAM SUPPORT$25,000
UPSTREAM ARTS
3501 CHICAGO AVE SOUTHMINNEAPOLISMN55407PCPROGRAM SUPPORT$12,000
UNIVERSITY OF CHICAGO MEDICAL CENTER
130 E RANDOLPH ST STE 2500CHICAGOIL60601PCMEDICAL SUPPORT$35,000
TIMESLIPS CREATIVE STORYTELLING
333 W BROWN DEER RD UNIT G-474MILWAUKEEWI53217PCPROGRAM SUPPORT$12,000
HOPE CENTER
502 N EAST AVEWAUKESHAWI53186PCPROGRAM SUPPORT$10,000
TIKKUN HA-IR OF MILWAUKEE INC
PO BOX 090287MILWAUKEEWI53209PCPROGRAM SUPPORT$15,000
THE OLGA LENGYEL INSTITUTE
58 E 79TH STNEW YORKNY10075PCPROGRAM SUPPORT$5,000
THE BEST CAMP INC
3470 N 54TH STMILWAUKEEWI53216PCPROGRAM SUPPORT$7,500
TEENS GROW GREENS
322 E MICHIGAN ST STE 204MILWAUKEEWI53202PCPROGRAM SUPPORT$15,000
STUDENT ORGAN DONATION ADVOCATES
PO BOX 20188ST LOUISMO63123PCHEALTH SUPPORT$9,000
STRYV365 INC
633 E LOCUST STMILWAUKEEWI53212PCPROGRAM SUPPORT$10,000
SHALOM
7630 N SANTA MONICA BLVDMILWAUKEEWI53217PCPROGRAM SUPPORT - JEWISH ACTIVITIES$15,000
SHALVA
PO BOX 46375CHICAGOIL60646PCPROGRAM SUPPORT - JEWISH ACTIVITIES$18,000
SECUREFUTURES FOUNDATION
710 N PLANKINTON AVE 1400MILWAUKEEWI53203PCPROGRAM SUPPORT$10,000
LEGACY COMMUNITY CENTER
26 W GRAND AVECHIPPEWA FALLSWI54729PCPROGRAM SUPPORT$3,000
RUACH INC
6815 W CAPITOL DR STE 302MILWAUKEEWI53216PCPROGRAM SUPPORT$20,000
RONALD MCDONALD HOUSE
8948 WATERTOWN PLANK RDMILWAUKEEWI53226PCPROGRAM SUPPORT$10,000
PENFIELD CHILDREN'S CENTER
833 N 26TH STMILWAUKEEWI53233PCPROGRAM SUPPORT$15,000
PARENTING NETWORK
7516 W BURLEIGH STMILWAUKEEWI53210PCPROGRAM SUPPORT$25,000
ORLANDO TORAH ACADEMY
8651 COMMODITY CIRORLANDOFL32819PCPROGRAM SUPPORT$20,000
OHR HATORAH INC
7020 N GREEN BAY AVEGLENDALEWI53209PCEDUCATION AND PROGRAM SUPPORT$25,000
MJDS - REPAIRING TOGETHER
6401 N SANTA MONICA BLVDMILWAUKEEWI53217PCPROGRAM SUPPORT$10,000
MILWAUKEE YOUTH SYMPHONY ORCHESTRA
325 W WALNUT STMILWAUKEEWI53212PCPROGRAM SUPPORT$20,000
MILWAUKEE TEACHER ED CENTER
6737 W WASHINGTON ST 1420WEST ALLISWI53214PCPROGRAM SUPPORT$10,000
MILWAUKEE JEWISH FEDERATION INC
1360 N PROSPECT AVEMILWAUKEEWI53202PCPROGRAM SUPPORT$90,000
MILWAUKEE JEWISH COMMUNITY CHORALE
PO BOX 170211MILWAUKEEWI53217PC25TH ANNIVERSARY CONCERT & OUTREACH$10,000
MILWAUKEE HOMELESS VETS INITIATIVE
6300 W NATIONAL AVEWEST ALLISWI53214PCPROGRAM SUPPORT$10,000
MILWAUKEE ALLIANCE FOR JEWISH RECONNECTION
3322 N 51ST BLVDMILWAUKEEWI53216PCPROGRAM SUPPORT$15,000
META HOUSE
2625 N WEIL ST 3060MILWAUKEEWI53212PCPROGRAM SUPPORT$10,000
MAKE-A-WISH FDN OF WI
11020 W PLANK CT STE 200WAUWATOSAWI53226PCPROGRAM SUPPORT$21,000
LUX CENTER FOR CATH JEW STUDIES
7335 S HIGHWAY 100HALES CORNERSWI53130PCPROGRAM SUPPORT$11,000
LAKE PARK SYNAGOGUE
3207 N HACKETT AVEMILWAUKEEWI53211PCPROGRAM SUPPORT$85,000
KEHILLOT YOZMA
PO BOX 23170BROOKLYNNY11202PCPROGRAM SUPPORT$20,000
JOURNEY HOUSE
2110 W SCOTT STMILWAUKEEWI53204PCPROGRAM SUPPORT$15,000
DEPRESSION AND BIPOLAR SUPPORT ALLIANCE
55 E JACKSON BLVD 490CHICAGOIL60604PCPROGRAM SUPPORT$10,000
JEWISH MUSEUM MILWAUKEE
1360 N PROSPECT AVEMILWAUKEEWI53202PCPROGRAM SUPPORT$22,000
JEWISH HOME & CARE CENTER
1414 N PROSPECT AVEMILWAUKEEWI53202PCPROGRAM SUPPORT - SOCIAL SERVICES$20,000
JEWISH FAMILY SERVICES
1300 N JACKSON STMILWAUKEEWI53202PCPROGRAM SUPPORT$10,000
JEWISH EXPERIENCE MADISON
3453 N 54TH STMILWAUKEEWI53216PCPROGRAM SUPPORT - JEWISH ACTIVITIES$20,000
JEWISH EDUCATION TEXAS
17819 DAVENPORT RD STE 110DALLASTX75252PCEDUCATION$20,000
JEWISH BEGINNINGS LUBAVITCH PRESCHOOL
6401 N SANTA MONICA BLVDMILWAUKEEWI53217PCEDUCATION SUPPORT$15,000
YESHIVA ZICHRON PALTIL
278 HAROLD STSTATEN ISLANDNY10314PCEDUCATION SUPPORT$20,000
INT'L INSTITUTE FOR GLOBAL LEADERSHIP
11537 N LAKESHORE DRMEQUONWI53092PCPROGRAM SUPPORT$4,000
HILLEL MILWAUKEE
3053 N STOWELL AVEMILWAUKEEWI53211PCPROGRAM SUPPORT$20,000
HERC
1360 N PROSPECT AVEMILWAUKEEWI53202PCEDUCATION PROGRAM SUPPORT$30,000
GREATER GALILEE COMMUNITY DEVELOPMENT CORPORATION
2432 N TEUTONIA AVEMILWAUKEEWI53206PCPROGRAM SUPPORT$10,000
GIGI'S PLAYHOUSE
8685 N PORT WASHINGTON RDFOX POINTWI53217PCPROGRAM SUPPORT - SOCIAL SERVICES$18,000
GARDEN JEWISH EXPERIENCE
10800 N MILITARY TRAIL STE 215PALM BEACH GARDENSFL33410PCPROGRAM SUPPORT - JEWISH ACTIVITIES$23,000
FRIENDS OF BOERNER BOTANICAL GARDENS
9400 BOERNER DRHALES CORNERSWI53131PCPROGRAM SUPPORT$5,000
FRANKEL CENTER FOR JUDAIC STUDIES
3003 S STATE ST STE 8000ANN ARBORMI48109PCEDUCATION SUPPORT$20,000
JEWISH NATIONAL FUND
60 REVERE DR STE 840NORTHBROOKIL60062PCPROGRAM SUPPORT$18,000
CONG EMANU-EL
2020 W BROWN DEER RDMILWAUKEEWI53217PCPROGRAM SUPPORT$17,000
CHILDREN'S HOSPITAL OF WI FOUNDATION INC
PO BOX 1997MILWAUKEEWI53201PCHEALTH SUPPORT$20,000
CONG BETH JEHUDAH
3100 N 52ND STMILWAUKEEWI53216PCPROGRAM SUPPORT$20,000
CHICAGO JEWISH DAY SCHOOL
3730 N CALIFORNIA AVECHICAGOIL60618PCEDUCATION$15,000
CHABAD OF WAUKESHA
1275 N BARKER RDBROOKFIELDWI53045PCPROGRAM SUPPORT$10,000
CHABAD CARES
3109 N LAKE DRMILWAUKEEWI53211PCEDUCATION SUPPORT$10,000
CENTRAL FUND OF ISRAEL
461 CENTRAL AVECEDARHURSTNY11516PCBARKAI$20,000
CENTER FOR JEWISH LIFE
2233 W MEQUON RDMEQUONWI53092PCPROGRAM SUPPORT$20,000
CAMP KESEM NATIONAL
10586 W PICO BLVD 196LOS ANGELESCA90064PCPROGRAM SUPPORT$15,000
BETTY BRINN CHILDREN'S MUSEUM
929 E WISCONSIN AVEMILWAUKEEWI53202PCPROGRAM SUPPORT$15,000
BBYO WISCONSIN
6255 N SANTA MONICA BLVDMILWAUKEEWI53217PCPROGRAM SUPPORT - JEWISH ACTIVITIES$15,000
BADER HILLEL HIGH SCHOOL
6791 N GREEN BAY AVEGLENDALEWI53209PCEDUCATION SUPPORT$15,000
BADER HILLEL ACADEMY
6401 N SANTA MONICA BLVDMILWAUKEEWI53217PCPROGRAM SUPPORT$15,000
ARTWORKS FOR MILWAUKEE
207 E BUFFALO ST STE 600MILWAUKEEWI53202PCPROGRAM SUPPORT$15,000
AMERICAN JEWISH WORLD SERVICE
45 W 36TH ST 11NEW YORKNY10018PCPROGRAM SUPPORT$15,000
AMERICAN FRIENDS OF MAGEN DAVID ADORN
3175 COMMERCIAL AVE STE 101NORTHBROOKIL60062PCBLOOD BANK PROGRAM$10,000
ABOVE THE CLOUDS
PO BOX 16122MILWAUKEEWI53216PCEDUCATION SUPPORT$10,000
COLEL CHABAD
806 EASTERN PKWYBROOKLYNNY11213PCPROGRAM SUPPORT$15,000
ABCD
5775 N GLEN RD 201GLENDALEWI53209PCPROGRAM SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,548,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$504,944ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,003,867ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,508,823ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,508,823TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LORRAINE L HOFFMAN ESTATEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 170320AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd
FieldValueIRS element (for citing)
Total Contributions$517,555TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,100Amt
Net Investment Income$2,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BAIRD INTER BOND FD INSTL CLFMV$4,292,715$4,292,715
DFA EMERGING MARKETS CORE EQUITY IFMV$762,675$762,675
GROUP PRIVATE EQUITY II LLCFMV$1,717,334$1,717,334
LORD ABBETT HIGH YIELD F3FMV$103,852$103,852
LUBAX - LORD ABBETT ULTRA SHORT BOND CLFMV$363,552$363,552
NUVEEN SYMPHONY FLOATING IFMV$1,114,106$1,114,106
PARAMETRIC VOLATILITY RISK PREMIUMFMV$1,487,904$1,487,904
RREEF AMERICAN REIT II INCFMV$2,858,970$2,858,970
STATE OF ISRAEL BONDSFMV$60,000$60,000
VANGUARD TOT INT ST IDX ADMFMV$3,250,584$3,250,584
FIDELITY TOTAL MARKET INDEX FUNDFMV$10,163,703$10,163,703
MFS EMERGING MARKETS DEBT FD CL R6FMV$1,040,505$1,040,505
NEUBERGER BERMAN US EQ IDXFMV$1,539,428$1,539,428

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$965LegalFeesAmt
Net Investment Income$483NetInvestmentIncomeAmt
Disbursements Charitable Prps$482DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITSDesc
BOY Book Value$2,292BOYBookValueAmt
EOY Book Value$2,292EOYBookValueAmt
EOYFMV$2,292EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$497$348$149
INSURANCE$3,082$2,157$925
INFORMATION TECHNOLOGY$313$219$94

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$306,249Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$84,445$84,445$0
PAYROLL FEES$1,670$752$918

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$47,152Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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