JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-01-24
IRS object ID
202510249349100801
Schema version
2023v6.0
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)
Return2025-01-24T09:30:07-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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
Signature2025-02-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB COOKPreparerPersonNm
PTINP01240455PTIN
Phone4142725900PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$396,066,604FMVAssetsEOYAmt
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$21,464,253DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,525,697DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,821,206NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,368,981GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,632,495CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$25,501OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$187,565OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$23,310,960TotalRevAndExpnssAmt
Total Net Invst Incm$23,345,757TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$228,358CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$178,358CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$794,877OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$727,238OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$166,896PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$134,877PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$598LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$598LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$82,038AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$86,667AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$797,503OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$533,205OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$288,351OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$280,502TaxesRevAndExpnssAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$13,162DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$107,559TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$107,505TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$30,196PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$30,493PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,134OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$69,893OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,571,823TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$533,205TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,623,980TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,217,465ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,313,280ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,789,288TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$533,205TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,937,260TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,478,328ExcessRevenueOverExpensesAmt
Net Investment Income$22,812,552NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,984,957SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,037,402SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,037,402SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,302AcctRcvblAmt
Acct Rcvbl BOY$21,876AcctRcvblBOYAmt
Acct Rcvbl EOY$2,302AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,302AcctRcvblEOYFMVAmt
US Government Obligations BOY$151,033USGovernmentObligationsBOYAmt
US Government Obligations EOY$147,882USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$147,882USGovtObligationsEOYFMVAmt
Corporate Stock BOY$67,205,728CorporateStockBOYAmt
Corporate Stock EOY$80,020,216CorporateStockEOYAmt
Corporate Stock EOYFMV$80,020,016CorporateStockEOYFMVAmt
Corporate Bonds BOY$38,717,113CorporateBondsBOYAmt
Corporate Bonds EOY$39,025,057CorporateBondsEOYAmt
Corporate Bonds EOYFMV$39,025,057CorporateBondsEOYFMVAmt
Other Investments BOY$238,536,229OtherInvestmentsBOYAmt
Other Investments EOY$262,677,842OtherInvestmentsEOYAmt
Other Investments EOYFMV$262,677,842OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$98,656LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$42,553LandBldgEquipAccumDeprecAmt
Land BOY$62,465LandBOYAmt
Land EOY$56,103LandEOYAmt
Land EOYFMV$56,103LandEOYFMVAmt
Other Assets BOY$100,000OtherAssetsBOYAmt
Other Assets EOY$100,000OtherAssetsEOYAmt
Other Assets EOYFMV$100,000OtherAssetsEOYFMVAmt
Total Assets BOY$356,779,401TotalAssetsBOYAmt
Total Assets EOY$396,066,804TotalAssetsEOYAmt
Total Assets EOYFMV$396,066,604TotalAssetsEOYFMVAmt
Accounts Payable BOY$83,795AccountsPayableBOYAmt
Accounts Payable EOY$107,872AccountsPayableEOYAmt
Grants Payable BOY$5,273,287GrantsPayableBOYAmt
Grants Payable EOY$22,177,473GrantsPayableEOYAmt
Other Liabilities BOY$63,737OtherLiabilitiesBOYAmt
Other Liabilities EOY$160,816OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,420,819TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,446,161TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$351,358,582NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$373,620,643NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$351,358,582TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$373,620,643TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$356,779,401TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$396,066,804TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$351,358,582TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,478,328ExcessRevenueOverExpensesAmt
Other Increases$33,740,389OtherIncreasesAmt
Subtotal$373,620,643SubtotalAmt
Tot Net Ast Or Fund Balances EOY$373,620,643TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING - 1484$5,404,844$4,578,181$826,663$826,663
JPM - 7002$532,905$542,145-$9,240-$9,240
JPM - 5007$27,261,225$26,257,441$1,003,784$1,003,784
BREWERY PROJECT, LLC$75,000$0$75,000$75,000
TREND MACRO OFFSHORE LTD$1,095,007$1,250,000-$154,993-$154,993
WELLINGTON TRUST COMPANY$0$108,719-$108,719-$108,719
FieldValueIRS element (for citing)
Capital Gain Net Income$1,632,495CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$317,094InvestmentIncomeExciseTaxAmt
Subtotal$317,094SubtotalAmt
Tax Based On Investment Income$317,094TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$326,460EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$326,460TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$9,366OverpaymentAmt
Applied To ES Tax$9,366AppliedToESTaxAmt

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 (8 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/DIRECTOR2.0$25,000$0$6,292
Marilyn Zilber
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$25,000$0$0
Shane M Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203TREASURER/DIRECTOR2.0$25,000$0$0
Melissa S A Jackson
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$25,000$0$16,244
James F Janz
710 N PLANKINTON AVEMILWAUKEEWI53203VICE PRESIDENT/DIRECTOR2.0$25,000$0$0
Paul Tilleman
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$25,000$0$685
Michael P Mervis
710 N PLANKINTON AVEMILWAUKEEWI53203DIRECTOR2.0$25,000$0$0
Mark Madigan
710 N PLANKINTON AVEMILWAUKEEWI53203SECRETARY/DIR (as of 6/30/23)2.0$25,000$0$5,137

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$256,400$0$9,276
ERIN FREDERICK
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203PROGRAM DIRECTOR40.0$167,900$0$28,438
LIANNA BISHOP
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203OPERATIONS DIRECTOR32.0$143,200$0$24,843
DEMETRIA SMITH
710 N PLANKINTON AVE STE 1200MILWAUKEEWI53203PROGRAM OFFICER40.0$125,700$0$3,758

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Fiducient Advisors
PO Box 856577MINNEAPOLISMN55485Investment Mgmt$270,575
AR Schmeidler & Co Inc
500 5th AveNEW YORKNY10110Investment Mgmt$172,319
Mueller Communications
108 E Pleasant StMILWAUKEEWI53212COMMUNICATION$129,160
CI Design
306 N Milwaukee Floor 2MILWAUKEEWI53202Media Production$56,878
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$352,053AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$121,897,688AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$236,513,015FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$358,762,756TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$358,762,756AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,381,441CashDeemedCharitableAmt
Net Vl Noncharitable Assets$353,381,315NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,669,066MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,669,066MinimumInvestmentReturnAmt
Tax Based On Investment Income$317,094TaxBasedOnInvestmentIncomeAmt
Total Tax$317,094TotalTaxAmt
Distributable Before Adj$17,351,972DistributableBeforeAdjAmt
Distributable Before Ded$17,351,972DistributableBeforeDedAmt
Distributable As Adjusted$17,351,972DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,937,260ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$16,937,260QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,351,972DistributableAsAdjustedAmt
Undistributed Income PY$1,432,638UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$16,937,260QualifyingDistributionsAmt
Applied To Year1$1,432,638AppliedToYear1Amt
Applied To Current Year$15,504,622AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$1,847,350UndistributedIncomeCYAmt
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 (291 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Acts Housing
2414 W Vliet StreetMilwaukeeWI53205NONEPCHomeownership$100,000
Acts Housing
2414 W Vliet StreetMilwaukeeWI53205NONEPCGratitude Grant$7,500
African American Breastfeeding Network Inc
PO Box 1979MilwaukeeWI532011979NONEPCGeneral Operations$2,500
African American Leadership Alliance Milwaukee
275 W Wisconsin AveMilwaukeeWI53203NONEPCCapacity Building$50,000Suite 220
African American Leadership Alliance Milwaukee
275 W Wisconsin AveMilwaukeeWI53203NONEPCAALAM Narrative Change Initiative$40,000Suite 220
African American Leadership Alliance Milwaukee
275 W Wisconsin AveMilwaukeeWI53203NONEPCGratitude Grant$2,500Suite 220
African American Roundtable
6918 W Brown Deer RoadMilwaukeeWI53223NONEPCGeneral Operations$25,000
Aloha United Way
200 N Vineyard Boulevard Suite 7HonoluluHI96817NONEPCMaui Fire Relief Fund$85,000
Aloha United Way
200 N Vineyard Boulevard Suite 7HonoluluHI96817NONEPC2024 Women United$10,000
Alzheimers Caregiving & the Caregivers
1909 Ala Wai Blvd Apt 1603HonoluluHI968151805NONEPCGeneral Operations$5,000
Assets School
One Ohana Nui WayHonoluluHI96818NONEPCGeneral Operations$10,000
Black Leaders Organizing Communities (BLOC)
3500 N 26th StMilwaukeeWI53206NONEPCBuilding the BLOC(K)$25,000
Black Leaders Organizing Communities (BLOC)
3500 N 26th StMilwaukeeWI53206NONEPCGratitude Grant$2,500
Capuchin Community Services
930 W State StreetMilwaukeeWI53233NONEPCGratitude Grant$2,500
Capuchin Community Services
930 W State StreetMilwaukeeWI53233NONEPCSt. Ben's Community Meal$54,000
Castle Medical Center dba Adventist Health Castle
640 Ulukahiki StreetKailuaHI96734NONEPCHealth & Wellness$125,000
Castle Medical Center dba Adventist Health Castle
640 Ulukahiki StreetKailuaHI96734NONEPCVera Zilber Birth Center Renovation$1,000,000
Cathedral Center Inc
710 N Plankinton AvenueMilwaukeeWI53203NONEPCGeneral Operations$2,000Suite 803
Cathedral Center Inc
710 N Plankinton AvenueMilwaukeeWI53203NONEPCEmergency Shelter for Women and Families$54,000Suite 803
Cathedral Center Inc
710 N Plankinton AvenueMilwaukeeWI53203NONEPCGratitude Grant$5,000Suite 803
Cathedral Center Inc
710 N Plankinton AvenueMilwaukeeWI53203NONEPCGeneral Operations$5,000Suite 803
Cesar Chavez Drive BID #38
1518 S 32nd StreetMilwaukeeWI53215NONEPCGeneral Operations$32,500
Clarke Sqare Neighborhood Initiative
PO Box 210141MilwaukeeWI53221NONEPCCommunity Development$100,000
Cocoa Police Foundation Inc
1226 W King StCocoaFL32922NONEPCGeneral Operations$1,000
Cocoa Police Foundation Inc
1226 W King StCocoaFL32922NONEPCGeneral Operations$1,000
Community Advocates
728 N James Lovell StMilwaukeeWI53233NONEPCGratitude Grant$7,500
Community Advocates
728 N James Lovell StMilwaukeeWI53233NONEPCHousing Advancement Project$108,000
Community Development Alliance
3800 W Lisbon AveMilwaukeeWI53208NONEPCGeneral Operations$100,000Suite 210
Community Warehouse
521 S 9th StreetMilwaukeeWI53204NONEPCProperty Improvement$40,000
Community Warehouse
521 S 9th StreetMilwaukeeWI53204NONEPCGratitude Grant$2,500
Community Water Services
1836 W Fond du Lac AvenueMilwaukeeWI53205NONEPCGratitude Grant$2,500
Cross Lutheran Church
1821 N 16th StreetMilwaukeeWI53205NONEPCGratitude Grant$2,500
Cross Lutheran Church
1821 N 16th StreetMilwaukeeWI53205NONEPCCross Community Programs$54,000
Cystic Fibrosis Foundation
4550 Montgomery AvenueBethesdaMD20814NONEPCHoliday Giving$2,500Suite 1100N
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCGeneral Operations$118,000
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCGratitude Grant$2,500
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCCapacity Building$25,000
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCNCRC Conference$2,751
Dynamic Community Solutions
85-908 Waianae Valley RdWaianaeHI96792NONEPCGratitude Grant$2,500
Ezekiel Community Development Corporation
PO Box 241873MilwaukeeWI53224NONEPCGratitude Grant$2,500
Ezekiel Community Development Corporation
PO Box 241873MilwaukeeWI53224NONEPCElectrical Home Safety Program$125,000
FLORIDA LEADERSHIP VENTURE INCDBA ELEVATE Orlando
PO Box 940633MaitlandFL32794NONEPCGeneral Operations$1,000
Folds of Honor Foundation
5971 North Patriot DriveOwassoOK74055NONEPCHoliday Giving$2,500
Fondy Food Center
2102 W Fond du Lac AvenueMilwaukeeWI53206NONEPCSmall Business Development$35,000
Fondy Food Center
5305 W Capitol DriveMilwaukeeWI53216NONEPCSupport Fondy Staff & Mission$100,000
Fondy Food Center
5305 W Capitol DriveMilwaukeeWI53216NONEPCGratitude Grant$2,500
Food Pantry of Waukesha County
1301 Sentry DriveWaukeshaWI53186NONEPCHoliday Giving$2,500
Forward Community Investments
1850 W Fond Du Lac AvenueMilwaukeeWI53205NONEPCFinancial Education/Literacy;Small Business Develo$50,000
Forward Community Investments
2352 South Park StreetMadisonWI53713NONEPCGratitude Grant$2,500Suite 326
Free Radio Hustisford
PO Box 122HustisfordWI53034NONEPCGeneral Operations$5,000
Free Radio Hustisford
PO Box 122HustisfordWI53034NONEPCGeneral Operations$3,000
Friedens Community Ministries
1220 W Vliet StMilwaukeeWI53205NONEPCFood Pantries$25,000
Friends of Dodge County Parks Inc
PO BOX 72JUNEAUWI53039NONEPCGeneral Operations$2,000
Friends of Dodge County Parks Inc
PO BOX 72JUNEAUWI53039NONEPCGeneral Operations$1,000
Friends of Dodge County Parks Inc
PO BOX 72JUNEAUWI53039NONEPCGeneral Operations$1,000
Friendship Inc
2245 W Fond Du Lac AveMilwaukeeWI53206NONEPCSubstance Abuse$22,000PO Box 6286
Friendship Inc
2245 W Fond Du Lac AveMilwaukeeWI53206NONEPCGratitude Grant$2,500PO Box 6286
Funder Hui
5274 Halapepe StreetHonoluluHI96821NONEPCGratitude Grant$2,500
Funder Hui
5274 Halapepe StreetHonoluluHI96821NONEPCGeneral Operations$27,000
Girl Scouts of Hawai'i
410 Atkinson Drive Suite 2E1 BoxHonoluluHI96814NONEPCGratitude Grant$2,500
Greater Milwaukee Foundation
101 W Pleasant StMilwaukeeWI53212NONEPCCapacity Building$50,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Connections Small Grants Program$20,000Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCNonprofit Management Fund$40,000Suite 210
Guest House of Milwaukee
1216 N 13th StreetMilwaukeeWI53205NONEPCHomelessness$50,000
Guest House of Milwaukee
1216 N 13th StreetMilwaukeeWI53205NONEPCGratitude Grant$7,500
Habilitat Inc
45-035 Kuhonu PlaceKaneoheHI96744NONEPCGratitude Grant$5,000
Habilitat Inc
45-035 Kuhonu PlaceKaneoheHI96744NONEPCE Ola Hou Ana: Coming Back to Live$30,000
Hale Kipa
91-2128 Old Fort Weaver RoadEwa BeachHI96706NONEPCGratitude Grant$7,500
Hale Kipa
91-2128 Old Fort Weaver RoadEwa BeachHI96706NONEPCYouth Outreach Program & Services$27,500
Harvard Business School Club of Wisconsin
PO Box 1527BrookfieldWI530081527NONEPCGeneral Operations$3,000
Hawaii Alliance of Nonprofit Organization (HANO)
1020 South Beretania Street 2nd FlHonoluluHI96814NONEPCGratitude Grant$2,500
Hawaii Alliance of Nonprofit Organization (HANO)
1020 South Beretania Street 2nd FlHonoluluHI96814NONEPCState of the Nonprofit Sector Report$20,000
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$100,000
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NONEPCMaui Strong Fund$50,000
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$10,000
Hawaii Education of the Arts (HEARTS)
536 Oneawa StreetKailuaHI96734NONEPCGeneral Operations$5,000
Hawai'i People's Fund
PO Box 4163HonoluluHI96812NONEPCGratitude Grant$2,500
Hawai'i People's Fund
PO Box 4163HonoluluHI96812NONEPCGeneral Operations$25,000
Health Connections Incorporated
4655 N Port Washington RdGlendaleWI53212NONEPCMilwaukee Black Grassroots Network$150,000Suite 325
Historic Milwaukee
235 E Michigan StreetMilwaukeeWI53202NONEPCDoores Open Milwaukee$10,000
Ho'ola Na Pua
PO Box 401HaleiwaHI96712NONEPCSupport construction campaign$62,500
Ho'ola Na Pua
PO Box 401HaleiwaHI96712NONEPCShine the Light, Ending Sex Trafficking in Hawaii$50,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCGeneral Operations$25,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCGratitude Grant$5,000
Ho'ola Na Pua
PO Box 22551HonoluluHI96823NONEPCGeneral Operations$5,000
Hope Center Inc
502 N East AveWaukeshaWI53186NONEPCHoliday Giving$2,500
Hope House of Milwaukee
209 W Orchard StMilwaukeeWI53204NONEPCGeneral Operations$10,000
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCHomeownership$100,000
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCGratitude Grant$5,000
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCHRI Capacity Building$76,500
Housing Resources Inc
7830 W Burleigh StMilwaukeeWI53222NONEPCGeneral Operations$5,000
Humanity Hale
73-4416 Paiaha StKailua KonaHI967409314NONEPCHoliday Giving$2,500
Hustisford Community Library
609 W Juneau StHustisfordWI53034NONEPCGeneral Operations$5,000
IHS The Institute for Human Services
546 Kaaahi StreetHonoluluHI96817NONEPCHomelessness$50,000
IHS The Institute for Human Services
546 Kaaahi StreetHonoluluHI96817NONEPCGratitude Grant$7,500
Imagine MKE
1037 West McKinley AveMilwaukeeWI53205NONEPCGratitude Grant$2,500Suite 302
IMPACT Alcohol & Other Drug Abuse Service Inc
6737 West Washington Street SuiteMilwaukeeWI53214NONEPCTrillium Wellness Collective Collaboration$3,800
Jamm Family Support Inc
23619 113th StTrevorWI531799278NONEPCHoliday Giving$2,500
JobsWork MKE Inc
2821 N Vel R Phillips Ave Suite 30MilwaukeeWI53212NONEPCGratitude Grant$2,500PO Box 12360
JobsWork MKE Inc
PO Box 12360MilwaukeeWI53212NONEPCTransforming Lives Through Careers$54,0002821 N Vel R Phillips Ave Suite 30
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCTHRIVE Financial & Bridges Center$75,000
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCCapacity/General Operating$162,500
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCGratitude Grant$5,000
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCInfrastructure Need for Public Safety$35,000
Juvenile Diabetes Research Foundation
1800 Appleton Road Suite 2MenashaWI54952NONEPCHoliday Giving$2,500
Kaohao School
140 Alala RoadKailuaHI96734NONEPCGeneral Operations$5,000
Kentucky Horse Park Foundation
4075 Iron Works PkwyLexingtonKY40511NONEPCGeneral Operations$5,000
KEY Project
47-200 Waihee RdKaneoheHI96744NONEPCConvening$54,000
KEY Project
47-200 Waihee RdKaneoheHI96744NONEPCGratitude Grant$2,500
KEY Project
47-200 Waihee RdKaneoheHI96744NONEPCHo oikaika KEY$34,000
Kinai Eha
346 Keaniani StKailuaHI967342455NONEPCGeneral Operations$2,500
Kinship Community Food Center
2610 N Marin Luther King DriveMilwaukeeWI53212NONEPCHoliday Giving$2,500
Knoxville Museum of Art
1050 Worlds Fair Park DrKnoxvilleTN379161653NONEPCGeneral Operations$2,000
Kukolu Organization
46-003 Alaloa StreetKaneoheHI96744NONEPCCapacity Building;Community/Civic Engagement$25,000Unit 108
Lake Sinissippi Association
PO Box 304HustisfordWI530340304NONEPCGeneral Operations$1,000
Lakewood Ranch Community Fund Inc
8130 Lakewood Main St Ste 103Lakewood RanchFL342025068NONEPCHoliday Giving$2,500
Latino Entrepreneurial Network Incorporated
530 S 11th Street SuiteMilwaukeeWI53204NONEPCGratitude Grant$2,500300B
Latino Entrepreneurial Network Incorporated
530 S 11th Street SuiteMilwaukeeWI53204NONEPCB.E.S.T. Hub$32,500300B
Layton Boulevard West Neighbors Inc dba VIA CDC
3524 W National AvenueMilwaukeeWI53215NONEPCGeneral Operations$12,000
Layton Boulevard West Neighbors Inc dba VIA CDC
3524 W National AvenueMilwaukeeWI53215NONEPCGratitude Grant$5,000
Layton Boulevard West Neighbors Inc dba VIA CDC
3524 W National AvenueMilwaukeeWI53215NONEPCHome Imrovement Matching$75,000
Le Jardin Academy
917 Kalanianaole HwyKailuaHI96734NONEPCGeneral Operations$5,000
Legal Action of Wisconsin
633 W Wisconsin AveMilwaukeeWI53203NONEPCGratitude Grant$7,500Ste 2000
Legal Action of Wisconsin
633 W Wisconsin AveMilwaukeeWI53203NONEPCZNI Housing Representation$50,000Ste 2000
Legal Aid Society of Milwaukee
728 N James Lovell StMilwaukeeWI53233NONEPCGratitude Grant$7,500Fl N
Legal Aid Society of Milwaukee
728 N James Lovell StMilwaukeeWI53233NONEPCCommunity Redevelopment Initiative$54,000Fl N
LISC Milwaukee
234 W Florida Street Suite 204MilwaukeeWI53204NONEPCGratitude Grant$2,500
LISC Milwaukee
234 W Florida Street Suite 204MilwaukeeWI53204NONEPCEffectuating Equity$216,000
Literacy Services of Wisconsin
555 N Plankinton AvenueMilwaukeeWI53203NONEPCFinancial Education/Literacy$21,600
Literacy Services of Wisconsin
555 N Plankinton AvenueMilwaukeeWI53203NONEPCGratitude Grant$2,500
Make-A-Wish Foundation of South Florida Inc
4491 South State Road 7DavieFL33314NONEPCGeneral Operations$5,000Suite 201
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$5,0001200
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCGratitude Grant$5,0001200
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$54,0001200
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$40,0001200
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$5,0001200
Marquette University
1250 W Wisconsin AveMilwaukeeWI53233NONEPCSupport expenses for Milwaukee NNS$62,500
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCGeneral Operations$6,000PO Box 1881
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCGeneral Operations$12,000PO Box 1881
Marquette University
1250 West Wisconsin AvenueMilwaukeeWI53201NONEPCGeneral Operations$15,000PO Box 1881
Marquette University - NNS
1250 West Wisconsin AvenueMilwaukeeWI532011881NONEPCGratitude Grant$2,500
Maui Cancer Wellness Retreats
100 Mano DrKulaHI967908531NONEPCHoliday Giving$2,500
Maui Food Bank Inc
760 Kolu StreetWailukuHI96793NONEPCHoliday Giving$2,500
Menomonee Valley Partners
231 W Michigan StMilwaukeeWI53203NONEPCGratitude Grant$2,500P421
Menomonee Valley Partners
231 W Michigan StMilwaukeeWI53203NONEPCStrategic Plan Implementation Coaching$12,000P421
Mental Health America of Hawaii
1136 Union Mall Suite 208HonoluluHI96813NONEPCGratitude Grant$2,500
Mental Health America of Hawaii
1136 Union Mall Suite 208HonoluluHI96813NONEPCMental Health Support Programming$43,000
MENTOR Greater Milwaukee
1543 N 2nd Street 6th FloorMilwaukeeWI53212NONEPCGeneral Operations$5,000
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCGeneral Operations$5,000
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCGeneral Operations$54,000
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCGratitude Grant$7,500
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI532010633NONEPCGratitude Grant$2,500
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI532010633NONEPCCapacity Building$15,000
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI532010633NONEPCHousing Mediation Programs$60,000
Metropolitan Milwaukee Fair Housing Council
759 N Milwaukee Street Suite 500MilwaukeeWI53202NONEPCGratitude Grant$2,500
Metropolitan Milwaukee Fair Housing Council
759 N Milwaukee Street Suite 500MilwaukeeWI53202NONEPCFair Lending Program$40,000
Milwaukee Art Museum
700 N Art Museum DriveMILWAUKEEWI53202NONEPCHoliday Giving$2,500
Milwaukee Center for Independence Foundation
2020 W Wells StreetMilwaukeeWI53233NONEPCLevel Up Training$81,000
Milwaukee Center for Independence Foundation
2020 W Wells StreetMilwaukeeWI53233NONEPCGratitude Grant$2,500
Milwaukee Christian Center
807 S 14TH STMILWAUKEEWI53204NONEPCHomeownership$54,000
Milwaukee Christian Center
807 S 14TH STMILWAUKEEWI53204NONEPCGratitude Grant$7,500
Milwaukee Community Land Trust Ltd
PO Box 510781MilwaukeeWI532030131NONEPCGratitude Grant$2,500
Milwaukee Community Land Trust Ltd
PO Box 510781MilwaukeeWI532030131NONEPCAffordable Homeownership Forever$150,000
Milwaukee Film
1037 West McKinley AveMilwaukeeWI53205NONEPCCultures & Communities Festival$10,000Suite 200
Milwaukee Food Council
3425 N 80th StMilwaukeeWI53222NONEPCCapacity Building$50,000
Milwaukee Food Council
790 N Milwaukee StMilwaukeeWI53202NONEPCGratitude Grant$2,500Suite 351
Milwaukee Habitat for Humanity
3726 N Booth StreetMilwaukeeWI53212NONEPCHome Construction and Repairs$25,000
Milwaukee Habitat for Humanity
3726 N Booth StreetMilwaukeeWI53212NONEPCGratitude Grant$7,500
Milwaukee Public Library Foundation
814 West Wisconsin AvenueMilwaukeeWI53233NONEPCGeneral Operations$5,000
Milwaukee Public Schools Foundation
234 W Galena StMilwaukeeWI53212NONEPCGeneral Operations$2,500
MKE Black
3520 N 3rd StMilwaukeeWI53212NONEPCGeneral Operations$10,000
MMAC Community Support Foundation
275 W Wisconsin AveMilwaukeeWI53203NONEPCHispanic Collaborative (Mercado MKE)$25,000Suite 220
Mothers Against Drunk Driving - Hawaii
745 Fort StreetHonoluluHI96813NONEPCGeneral Operations$5,000Suite 303
Nativity Jesuit Academy
1515 South 29th StreetMilwaukeeWI532151912NONEPCGeneral Operations$20,000
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCYouth$100,000
Neu-Life Community Development
2014 W North AveMilwaukeeWI53205NONEPCGratitude Grant$5,000
Northwest Side Community Development Corporation
4201 N 27th Street 7th FloorMilwaukeeWI53216NONEPCSmall Business Development$200,000
Northwest Side Community Development Corporation
4201 N 27th Street 7th FloorMilwaukeeWI53216NONEPCGratitude Grant$2,500
Operation Underground Railroad Inc
PO Box 57338Salt Lake CityUT84157NONEPCHoliday Giving$2,500
Paia Youth Council Inc
PO Box 790999PaiaHI967790999NONEPCHoliday Giving$2,000
Parents And Children Together
1300 Halona StreetHonoluluHI96817NONEPCGratitude Grant$7,500
Parents And Children Together
1300 Halona StreetHonoluluHI96817NONEPCStrengthening PACTS Fiscal Capacity$27,500
Partners In Care
200 North Vineyard Blvd Suite A-21HonoluluHI96817NONEPCHomelessness$50,000
Partners In Care
200 North Vineyard Blvd Suite A-21HonoluluHI96817NONEPCGratitude Grant$5,000
Partners in Development Foundation
2040 Bachelot StHonoluluHI96817NONEPCGeneral Operations$2,500
PEARLS for Teen Girls
1805 N Martin Luther King Jr DriveMilwaukeeWI53212NONEPCYouth$108,000
PEARLS for Teen Girls
1805 N Martin Luther King Jr DriveMilwaukeeWI53212NONEPCGratitude Grant$5,000
PEARLS for Teen Girls
1805 N Martin Luther King Jr DriveMilwaukeeWI53212NONEPCMatching Grant$250,000
Penfield Childrens Center
833 North 26th StreetMilwaukeeWI53233NONEPCEducation$50,000
Penfield Childrens Center
833 North 26th StreetMilwaukeeWI53233NONEPCGratitude Grant$7,500
Penfield Childrens Center
833 North 26th StreetMilwaukeeWI53233NONEPCPerformance and Growth Accelerator$25,000
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCHealth & Wellness$54,000
Project Vision Hawaii
PO Box 23212HonoluluHI96823NONEPCGratitude Grant$5,000
Prostate Cancer Foundation
1250 Fourth StreetSanta MonicaCA90401NONEPCHoliday Giving$2,500
Reagan High School Arts Partnership
PO Box 342782MilwaukeeWI53234NONEPCGeneral Operations$3,000
Reagan High School Arts Partnership
PO Box 342782MilwaukeeWI53234NONEPCGeneral Operations$5,000
Reagan High School Arts Partnership
PO Box 342782MilwaukeeWI53234NONEPCGeneral Operations$4,000
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCEmergency Shelter & Drop In Services$27,500
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCGeneral Operations$5,000
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCGratitude Grant$7,500
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCGeneral Operations$2,500
Retirement Home for Horses
20307 NW COUNTY ROAD 235AAlachuaFL32615NONEPCHoliday Giving$2,500
Revitalize Milwaukee
840 N Old World Third StMilwaukeeWI53203NONEPCProperty Improvement$400,000Suite 600
Revitalize Milwaukee
840 N Doctor MLK Jr DrMilwaukeeWI53203NONEPCGratitude Grant$5,000Suite 600
Revitalize Milwaukee
840 N Doctor MLK Jr DrMilwaukeeWI53203NONEPCHealthy Homes for Milwaukee$300,000Suite 600
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 AvenueMilwaukeeWI53212NONEPCFinancial Education/Literacy$75,000
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCGratitude Grant$5,000
Riverworks Development Corporation
526 E Concordia AvenueMilwaukeeWI53212NONEPCNCRC Conference$541
Ronald Reagan Booster Club
4965 S 20th StreetMilwaukeeWI53221NONEPCSupport Vera J Zilber Music Department$5,000
Rooted & Rising Washington Park
3940 W Lisbon AveMilwaukeeWI53208NONEPCGratitude Grant$2,500
Rooted & Rising Washington Park
3940 W Lisbon AveMilwaukeeWI53208NONEPCGeneral Operations$10,000
Running Rebels Community Organization
225 W Capitol DrMilwaukeeWI532121122NONEPCYouth$108,000
Running Rebels Community Organization
225 W Capitol DrMilwaukeeWI532121122NONEPCGratitude Grant$7,500
Safe & Sound
4422 W Leon TerraceMilwaukeeWI53216NONEPCEmpowering Economic Development$75,000
Safe & Sound
4422 W Leon TerraceMilwaukeeWI53216NONEPCGratitude Grant$5,000
Safe Children Coalition Inc
1500 Independence BlvdSarasotaFL34234NONEPCGeneral Operations$5,000Ste 210
Salt River Wild Horse Management Group Inc
PO Box 64264PhoenixAZ85082NONEPCHoliday Giving$2,500
SecureFutures
710 N Plankinton AveMilwaukeeWI53203NONEPCFinancial Education/Literacy$35,000Suite 1400
SecureFutures
710 N Plankinton AveMilwaukeeWI53203NONEPCGratitude Grant$2,500Suite 1400
Serenity Inns
2825 W Brown StMilwaukeeWI53208NONEPCGratitude Grant$2,500
Serenity Inns
2825 W Brown StMilwaukeeWI53208NONEPCGeneral Operations$25,000
Sinissippi Review
244 N Lake StHustisfordWI53034NONEPCGeneral Operations$2,000
Smithsonian Institution
P O Box 37012WashingtonDC20013NONEPCGeneral Operations$25,000MRC 035
Social Development Foundation
1730 W North AvenueMilwaukeeWI53205NONEPCHomeownership$100,000
Social Development Foundation
1730 W North AvenueMilwaukeeWI53205NONEPCGratitude Grant$7,500
Society of St Vincent De Paul
5301 N Atlantic AveCocoa BeachFL329313790NONEPCHoliday Giving$2,500
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCDomestic Violence$181,280
Sojourner Family Peace Center
619 W Walnut StreetMilwaukeeWI53212NONEPCGratitude Grant$7,500
Southside Organizing Committee
1300 S Layton Blvd Floor 2MilwaukeeWI53215NONEPCCommunity/Civic Engagement$43,200
Southside Organizing Committee
1300 S Layton Blvd Floor 2MilwaukeeWI53215NONEPCGratitude Grant$5,000
Southside Organizing Committee
1300 S Layton Blvd Floor 2MilwaukeeWI53215NONEPCNCRC Conference$1,087
St Ann Center
2801 E Morgan AveMilwaukeeWI53207NONEPCCommunity Ambassador Program$80,000
St John's Lutheran Church
20275 Davidson RoadBrookfieldWI53045NONEPCGeneral Operations$10,000
St Mary's Food Bank
2831 N 31st AvePhoenixAZ85009NONEPCHoliday Giving$2,500
Street Angels Inc
PO Box 342435MilwaukeeWI53234NONEPCHomeless Outreach$25,000
The Bridge Project
515 Canal St Suite 1CNew York CityNY10013NONEPCMilwaukee Cash Transfer Program$1,012,500
The Henry Kapono Foundation
PO Box 22968HonoluluHI96823NONEPCGeneral Operations$2,500Haumea Ho
The Leaders Trust
2201 BroadwayOaklandCA94612NONEPCFlexible Leadership Awards$165,000Suite 400
The Leaders Trust
2201 BroadwayOaklandCA94612NONEPCGeneral Operations$2,500Suite 400
The Redress Movement
4315 50th Street NWWashingtonDC20016NONEPCMilwaukee Redress Movement$45,000Suite 100 7477
The Redress Movement
4315 50th Street NWWashington DCDC20016NONEPCNCRC Conference$1,361Suite 100 7477
The Sherman Park Community Association Inc
3526 W Fond du Lac AvenueMilwaukeeWI53216NONEPCNCRC Conference$631
The Table - Alice's Garden
5305 W Capitol DriveMilwaukeeWI53216NONEPCSmall Business Development$52,500
The Table - Alice's Garden
5305 W Capitol DriveMilwaukeeWI53216NONEPCGratitude Grant$2,500
TransCenter for Youth
1749 N 16th StMilwaukeeWI53205NONEPCGratitude Grant$2,500
TransCenter for Youth
1749 N 16th StMilwaukeeWI53205NONEPCNewline Community Caf$50,000
United Community Center
1028 S 9th StMilwaukeeWI53204NONEPCSubstance Abuse$50,000
United Community Center
1028 S 9th StMilwaukeeWI53204NONEPCGratitude Grant$7,500
United Community Center
1028 S 9th StMilwaukeeWI53204NONEPCNeighborhood Development Program$100,000
United Methodist Children's Services of WI Inc
3940 W Lisbon AveMilwaukeeWI53208NONEPCProperty Improvement$125,000
United Performing Arts Fund
301 W Wisconsin AveMilwaukeeWI53203NONEPCGeneral Operations$67,641Ste 600
United Way of Greater Milwaukee & Waukesha County
225 W Vine StMilwaukeeWI53212NONEPCUnited Way Match$115,707
United Way of Greater Milwaukee & Waukesha County
225 W Vine StMilwaukeeWI53212NONEPCCampaign Year$22,181
UniteWI
1433 N Water StMilwaukeeWI53202NONEPCGratitude Grant$2,500Suite 400
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King JrMilwaukeeWI53212NONEPCBank On Greater Milwaukee$25,000Suite 260
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King JrMilwaukeeWI53212NONEPCGratitude Grant$2,500Suite 260
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King JrMilwaukeeWI53212NONEPCGeneral Operations$80,000Suite 260
UWM Foundation
1440 East North AvenueMilwaukeeWI53202NONEPCUWM Zilber College of Public Health$3,500,000
UWM Foundation Inc
1440 E North AvenueMilwaukeeWI53201NONEPCVera Zilber Public Health Fund$500,000
Valiant Air Command Inc
6600 Tico RdTitusvilleFL327808009NONEPCGeneral Operations$2,000
Valiant Air Command Inc
6600 Tico RdTitusvilleFL327808009NONEPCGeneral Operations$1,000
VIA CDC
1545 S Layton BlvdMilwaukeeWI53215NONEPCConvening$347,500
Village MKE Inc
320 E Buffalo St Suite 600MilwaukeeWI53202NONEPCGrowth and Development$25,000
Vince Lombardi Cancer Foundation
PO Box 5010Elm GroveWI53122NONEPCHoliday Giving$2,500
Violence Intervention Project Inc
1405 Division StAlgomaWI542011431NONEPCGeneral Operations$5,000
Vision to Learn
12100 Wilshire Blvd Suite 1275Los AngelesCA90025NONEPCGratitude Grant$2,500
Visiting Nurse Association of Wisconsin Inc
750 W Virginia St PO Box 341880MilwaukeeWI53204NONEPCGratitude Grant$5,000
Waikiki Health
277 Ohua AvenueHonoluluHI96815NONEPCReducing Homelessness$25,000
Walker's Point Youth & Family Center
732 S 21st StreetMilwaukeeWI53202NONEPCGratitude Grant$2,500
Walnut Way Conservation Corp
2240 N 17th StMilwaukeeWI53205NONEPCConvening$324,000
Walnut Way Conservation Corp
2240 N 17th StMilwaukeeWI53205NONEPCGratitude Grant$5,000
Wisconsin Community Services Inc
3732 W Wisconsin AvenueMilwaukeeWI53208NONEPCGratitude Grant$7,500Suite 320
Wisconsin Philanthropy Network
790 N Milwaukee StreetMilwaukeeWI53202NONEPCGratitude Grant$2,500Suite 324
Wisconsin Philanthropy Network
790 N Milwaukee StreetMilwaukeeWI53202NONEPCGeneral Operations$35,000Suite 324
Wisconsin Policy Forum
633 W Wisconsin AvenueMilwaukeeWI53203NONEPCWPF Friday Forums$3,000Suite 406
Wisconsin Preservation Fund Inc
1000 N Water StreetMilwaukeeWI53202NONEPCEmerging Developers Fund$10,000Suite 2100
Wisconsin Voices
4201 N 27th StreetMilwaukeeWI53216NONEPCGratitude Grant$2,5007th Floor
Wisconsin Voices
4201 N 27th StreetMilwaukeeWI53216NONEPCVoter Engagement$50,0007th Floor
Wisconsin Women's Business Initiative Corporation
1533 N RiverCenter DrMilwaukeeWI53212NONEPCSmall Business Development$150,000
Wisconsin Women's Business Initiative Corporation
1533 N RiverCenter DrMilwaukeeWI53212NONEPCGratitude Grant$7,500
Wisconsin World Affairs Council
10600 W Mitchell StreetWest AllisWI53214NONEPOFGeneral Operations$10,000
Women's Fund of Hawaii
PO Box 438HonoluluHI96809NONEPCGratitude Grant$2,500
Women's Fund of Hawaii
PO Box 438HonoluluHI96809NONEPCGeneral Operations$5,000
YMCA of Metropolitan Milwaukee
PO Box 2174MilwaukeeWI53201NONEPCYouth$50,000
YMCA of Metropolitan Milwaukee
PO Box 2174MilwaukeeWI53201NONEPCGratitude Grant$7,500
YWCA of Oahu
1040 RICHARDS STREETHONOLULUHI96813NONEPCGeneral Operations$54,000
YWCA of Oahu
1040 RICHARDS STREETHONOLULUHI96813NONEPCGratitude Grant$7,500
YWCA Southeast Wisconsin
1915 N Dr Martin Luther King JuniMilwaukeeWI53212NONEPCFinancial Education/Literacy$67,500
YWCA Southeast Wisconsin
1915 N Dr Martin Luther King JuniMilwaukeeWI53212NONEPCGratitude Grant$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,313,280TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Capuchin Community Services
930 W State StreetMilwaukeeWI53233NONEPCSt. Ben's Community Meal$0
Castle Medical Center dba Adventist Health Castle
640 Ulukahiki StreetKailuaHI96734NONEPCVera Zilber Birth Center Renovation$0
Cathedral Center Inc
710 N Plankinton AvenueMilwaukeeWI53203NONEPCEmergency Shelter for Women and Families$0Suite 803
Cesar Chavez Drive BID #38
1518 S 32nd StreetMilwaukeeWI53215NONEPCGeneral Operations$0
Community Advocates
728 N James Lovell StMilwaukeeWI53233NONEPCHousing Advancement Project$0
Community Development Alliance
3800 W Lisbon AveMilwaukeeWI53208NONEPCCDA King Park Scattered Sites MKE$0Suite 210
Community Development Alliance
3800 W Lisbon AveMilwaukeeWI53208NONEPCGeneral Operations$0Suite 210
Cross Lutheran Church
1821 N 16th StreetMilwaukeeWI53205NONEPCCross Community Programs$0
Data You Can Use
PO BOX 511700MilwaukeeWI53203NONEPCGeneral Operations$0
Focusing Philanthropy
1637 16th StreetSanta MonicaCA90404NONEPCVision Care Access to Keiki$0
Fondy Food Center
5305 W Capitol DriveMilwaukeeWI53216NONEPCSupport Fondy Staff & Mission$0
Funder Hui
5274 Halapepe StreetHonoluluHI96821NONEPCGeneral Operations$0
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCCommunity Connections Small Grants Program$0Suite 210
Greater Milwaukee Foundation
101 W Pleasant StreetMilwaukeeWI53212NONEPCNonprofit Management Fund$0Suite 210
Habilitat Inc
45-035 Kuhonu PlaceKaneoheHI96744NONEPCE Ola Hou Ana: Coming Back to Live$0
Hale Kipa
91-2128 Old Fort Weaver RoadEwa BeachHI96706NONEPCYouth Outreach Program & Services$0
Hawaii Alliance of Nonprofit Organization (HANO)
HANOHonoluluHI96814NONEPCState of the Nonprofit Sector Report$01020 South Beretania Street 2nd Fl
Hawai'i People's Fund
PO Box 4163HonoluluHI96812NONEPCGeneral Operations$0
JobsWork MKE Inc
PO Box 12360MilwaukeeWI53212NONEPCTransforming Lives Through Careers$02821 N Vel R Phillips Ave Suite 30
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCTHRIVE Financial & Bridges Center$0
Journey House
2110 West Scott StreetMilwaukeeWI53204NONEPCCapacity/General Operating$0
Latino Entrepreneurial Network Incorporated
530 S 11th Street SuiteMilwaukeeWI53204NONEPCB.E.S.T. Hub$0300B
Layton Boulevard West Neighbors Inc dba VIA CDC
3524 W National AvenueMilwaukeeWI53215NONEPCHome Imrovement Matching$0
Le Jardin Academy
917 Kalanianaole HwyKailuaHI96734NONEPCLet's Build on This campaign$0
Legal Action of Wisconsin
633 W Wisconsin AveMilwaukeeWI53203NONEPCZNI Housing Representation$0Ste 2000
Legal Aid Society of Milwaukee
728 N James Lovell StMilwaukeeWI53233NONEPCCommunity Redevelopment Initiative$0Fl N
Lindsay Heights NID 12
2240 N 17th StreetMilwaukeeWI53205NONEPCHome Repair Program$0
Make-A-Wish Hawaii
900 Fort Street MallHonoluluHI96813NONEPCGeneral Operations$01200
Mental Health America of Hawaii
1136 Union Mall Suite 208HonoluluHI96813NONEPCMental Health Support Programming$0
Meta House
2625 N Weil StMilwaukeeWI53212NONEPCGeneral Operations$0
Metro Milwaukee Mediation Services
PO Box 633MilwaukeeWI532010633NONEPCHousing Mediation Programs$0
Metropolitan Milwaukee Fair Housing Council
759 N Milwaukee Street Suite 500MilwaukeeWI53202NONEPCFair Lending Program$0
Milwaukee Center for Independence Foundation
2020 W Wells StreetMilwaukeeWI53233NONEPCLevel Up Training$0
Milwaukee Community Land Trust Ltd
PO Box 510781MilwaukeeWI532030131NONEPCAffordable Homeownership Forever$0
Milwaukee Habitat for Humanity
3726 N Booth StreetMilwaukeeWI53212NONEPCHome Construction and Repairs$0
Parents And Children Together
1300 Halona StreetHonoluluHI96817NONEPCStrengthening PACTS Fiscal Capacity$0
Residential Youth Services and Empowerment (RYSE)
PO Box 11662HonoluluHI96828NONEPCEmergency Shelter & Drop In Services$0
Revitalize Milwaukee
840 N Doctor MLK Jr DrMilwaukeeWI53203NONEPCHealthy Homes for Milwaukee$0Suite 600
Safe & Sound
4422 W Leon TerraceMilwaukeeWI53216NONEPCEmpowering Economic Development$0
Serenity Inns
2825 W Brown StMilwaukeeWI53208NONEPCGeneral Operations$0
Street Angels Inc
PO Box 342435MilwaukeeWI53234NONEPCHomeless Outreach$0
The Bridge Project
515 Canal St Suite 1CNew York CityNY10013NONEPCMilwaukee Cash Transfer Program$0
TransCenter for Youth
1749 N 16th StMilwaukeeWI53205NONEPCNewline Community Caf$0
United Community Center
1028 S 9th StMilwaukeeWI53204NONEPCNeighborhood Development Program$0
United Way of Greater Milwaukee & Waukesha County
225 W Vine StMilwaukeeWI53212NONEPCCampaign Year$0
Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King JrMilwaukeeWI53212NONEPCGeneral Operations$0Suite 260
UWM Foundation
1440 East North AvenueMilwaukeeWI53202NONEPCUWM Zilber College of Public Health$0
Visiting Nurse Association of Wisconsin Inc
Attn Grant AccountantMilwaukeeWI53204NONEPCAurora Zilber Family Hospice$0750 W Virginia St PO Box 341880
Waikiki Health
277 Ohua AvenueHonoluluHI96815NONEPCReducing Homelessness$0
Wisconsin Philanthropy Network
790 N Milwaukee StreetMilwaukeeWI53202NONEPCGeneral Operations$0Suite 324
YWCA of Oahu
1040 RICHARDS STREETHONOLULUHI96813NONEPCGeneral Operations$0
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$21,677,473TotalGrantOrContriApprvFutAmt

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$21,464,253ExclusionAmt
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$1,821,206ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion01ExclusionCd
Exclusion$25,501ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,310,960ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,310,960TotalIncomeProducingActyAmt

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$82,038Amt
Disbursements Charitable Prps$86,667DisbursementsCharitablePrpsAmt

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$10,000GrantAmt
Purpose Of GrantProgram support of the 2024 World Affairs Seminar held June 22-28, 2024.PurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee12/29/2023DatesOfReportsByGranteeTxt
Verification2023-12-29VerificationDt
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$39,025,057EOYBookValueAmt
EOYFMV$39,025,057EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$80,020,216EOYBookValueAmt
EOYFMV$80,020,016EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$147,882StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$147,882StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$262,677,842BookValueAmt
EOYFMV$262,677,842EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$598LegalFeesAmt
Disbursements Charitable Prps$598DisbursementsCharitablePrpsAmt

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$37,790$0$0$37,790
SOFTWARE CONTRACTS$17,160$0$0$17,160
INSURANCE$7,927$0$0$7,927
OFFICE$5,272$0$0$4,037
POSTAGE & MESSENGER$1,079$0$0$1,079
PROMOTIONAL MATERIAL$0$0$0$1,100
MISCELLANEOUS EXPENSES$906$0$0$800

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SECURITIES LITIGATION RECEIPT$25,501$25,501$0
TOWNE REALTY CO.$144,602$0
WEST-HILL DEKALB LIMITED PARTNERSHIP$21,577$0
PROSHARES ULTRASHORT EURO-$3,569$0
WELLINGTON TRUST COMPANY-$546$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN REAL ESTATE & OTHER INVESTMENT$24,208,366
UNREALIZED GAIN ON MARKETABLE SECURITIES$9,532,023

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
BOY Book Value$63,737BOYBookValueAmt
EOY Book Value$160,816EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$442,894$506,631$0
PROGRAM EVALUATIONS$328,035$0$288,351
APPRAISALS$26,574$26,574$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$280,502Amt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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$75,000
JJZ FAMILY INVESTMENTS
710 N Plankinton Ave Suite 1200MilwaukeeWI53203391895680CASH DISTRIBUTION$189
TOWNE REALTY CO
710 N Plankinton Ave Suite 1200MilwaukeeWI53203396106777CASH DISTRIBUTION$87,600
ZILBER LTD
710 N Plankinton Ave Suite 1200MilwaukeeWI53203391472959DIVIDEND RECEIVED$17,987,414
FieldValueIRS element (for citing)
Total$18,150,203TotalAmt

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