HARRI HOFFMANN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRI HOFFMANN FAMILY FOUNDATION INC (EIN 39-1537228)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-06
- IRS object ID
- 202132189349100708
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-06T11:54:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391537228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRI HOFFMANN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 4148476398 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 170320 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN MATSOFF | PersonNm |
| Person Title | PRES/TREASURER | PersonTitleTxt |
| Phone | 4148476398 | PhoneNum |
| Signature | 2021-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | MATSOFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA G LUTTMANN | PreparerPersonNm |
| PTIN | P01075770 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2021-08-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,426,310 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $573 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $573 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $482,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $482,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,349,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,275 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $549,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,092 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,491 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,601 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,442 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,549 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,893 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $114,106 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $620 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,738 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,895 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,843 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $141 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $70 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,061 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $884 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $196,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,333,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,333,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,529,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,365,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$980,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $407,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,600 | CashBOYAmt |
| Cash EOY | $19,936 | CashEOYAmt |
| Cash EOYFMV | $19,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,693,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $458,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $458,847 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,050 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,050 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,050 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $796 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,256 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,256 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $349,395 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $18,014,494 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,932,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,932,929 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,292 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,292 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,198,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,426,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,426,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,198,555 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,426,310 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,198,555 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,426,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,198,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,426,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,198,555 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$980,306 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,208,061 | OtherIncreasesAmt |
| Subtotal | $26,426,310 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,426,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,302,426 | $6,283,137 | $19,289 | $19,289 |
| CAPITAL GAIN DISTRIBUTIONS | $46,986 | $46,986 | $46,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,256 | OverpaymentAmt |
| Applied To ES Tax | $11,256 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN MATSOFF PRESIDENTTREAS | IndividualWithBooksNm |
| Phone | 4148476398 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE STE 202 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN MATSOFF | ||||||||
| 2115 W GREEN TREE RD | GLENDALE | WI | 53209 | PRES/TREASURER | 5.00 | $22,163 | $0 | $0 |
| TOBIAS LIBBER | ||||||||
| 3710 N PROSPECT AVE | MILWAUKEE | WI | 53211 | VP - OPERATIONS / SECRETARY | 4.00 | $18,930 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,074,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,007,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,081,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,081,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,720,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,186,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,186,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,664 | TotalTaxAmt |
| Distributable Before Adj | $1,180,366 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,180,366 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,180,366 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,365,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,365,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,365,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,180,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,567 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $101,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $219,214 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,659 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $590,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,365,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,180,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $184,846 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $775,803 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $46,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $729,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,567 | ExcessFromYear4Amt |
| Excess From Year3 | $101,165 | ExcessFromYear3Amt |
| Excess From Year2 | $219,214 | ExcessFromYear2Amt |
| Excess From Year1 | $151,659 | ExcessFromYear1Amt |
| Excess From Current Year | $184,846 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARRI HOFFMAN FOUNDATION TOBEY LIBB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 170320 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4148476398 | RecipientPhoneNum |
| Recipient Email Address | TLIBBER@HHFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ASK FOR GRANT REQUEST INFORMATION SHEET OR GO TO WEBSITE HHFAMILYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE THE END OF EACH CALENDAR QUARTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO SPECIFIC LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INT'L INSTITUTE FOR GLOBAL LEADERSHIP | ||||||
| 11537 N LAKESHORE DR | MEQUON | WI | 53092 | PC | PROGRAM SUPPORT | $2,500 |
| ARTS AT LARGE | ||||||
| 1100 S 5TH ST | MILWAUKEE | WI | 53204 | PC | PROGRAM SUPPORT | $5,000 |
| BADGER BOYS STATE | ||||||
| 2930 AMERICAN LEGION DR | PORTAGE | WI | 53901 | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF BOERNER BOTANICAL GARDENS | ||||||
| 9400 BOERNER DR | HALES CORNERS | WI | 53131 | PC | PROGRAM SUPPORT | $5,000 |
| STREETWISE INC | ||||||
| 4554 N BROADWAY STE 350 | CHICAGO | IL | 60640 | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 |
| THE BEST CAMP INC | ||||||
| 3470 N 54TH ST | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $5,000 |
| WISCONSIN CONSERVATORY OF MUSIC | ||||||
| 1584 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | CHAMBER MUSIC PROGRAM SUPPORT | $5,000 |
| STUDENT ORGAN DONATION ADVOCATES | ||||||
| 2100 DELGANY ST 420 | DENVER | CO | 80202 | PC | HEALTH SUPPORT | $6,000 |
| HEAR WISCONSIN | ||||||
| 10243 W NATIONAL AVE | WEST ALLIS | WI | 53227 | PC | HEALTH SUPPORT | $7,500 |
| MILWAUKEE JEWISH COMMUNITY CHORALE | ||||||
| PO BOX 170211 | MILWAUKEE | WI | 53217 | PC | 25TH ANNIVERSARY CONCERT & OUTREACH | $9,300 |
| ABCD | ||||||
| 5775 N GLEN RD 201 | GLENDALE | WI | 53209 | PC | HEALTH SUPPORT | $10,000 |
| CAMP KESEM NATIONAL | ||||||
| 10586 W PICO BLVD 196 | LOS ANGELES | CA | 90064 | PC | PROGRAM SUPPORT | $10,000 |
| CHILDREN'S HOSPITAL OF WI FOUNDATION INC | ||||||
| PO BOX 1997 | MILWAUKEE | WI | 53201 | PC | HEALTH SUPPORT | $10,000 |
| CHUDNOW MUSEUM | ||||||
| 839 N ELEVENTH ST | MILWAUKEE | WI | 53233 | PC | PROGRAM SUPPORT | $10,000 |
| COLEL CHABAD | ||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | PC | THERAPEUTIC GARDEN | $10,000 |
| CONG EMANU-EL | ||||||
| 2020 W BROWN DEER RD | MILWAUKEE | WI | 53217 | PC | YEAR OF CANTOR PROGRAM | $10,000 |
| ISRAEL AMERICA FOUNDATION | ||||||
| 108 W 39TH ST STE 1001 | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $10,000 |
| JEWISH EXPERIENCE MADISON | ||||||
| 3453 N 54TH ST | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $10,000 |
| LUX CENTER FOR CATH JEW STUDIES | ||||||
| 7335 S HIGHWAY 100 | HALES CORNERS | WI | 53130 | PC | EDUCATION | $10,000 |
| MADRAIGOS MIDWEST | ||||||
| 3557 W PETERSON AVE STE 122 | CHICAGO | IL | 60559 | PC | PROGRAM SUPPORT | $10,000 |
| META HOUSE | ||||||
| 2625 N WEIL ST 3060 | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $10,000 |
| MILWAUKEE FILM | ||||||
| 1037 W MCKINLEY AVE STE 200 | MILWAUKEE | WI | 53205 | PC | PROGRAM SUPPORT | $10,000 |
| TEENS GROW GREENS | ||||||
| 322 E MICHIGAN ST STE 204 | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $10,000 |
| TORAH FOUNDATION | ||||||
| 4630 W BURLEIGH ST 3 | MILWAUKEE | WI | 53210 | PC | PROGRAM SUPPORT | $10,000 |
| UPSTREAM ARTS | ||||||
| 3501 CHICAGO AVE SOUTH | MINNEAPOLIS | MN | 55407 | PC | PROGRAM SUPPORT | $10,000 |
| MAJOR | ||||||
| 3322 N 51ST BLVD | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $12,000 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $12,500 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | ||||||
| 10005 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | PC | PROGRAM SUPPORT | $12,500 |
| TIKKUN HA-IR OF MILWAUKEE INC | ||||||
| PO BOX 90287 | MILWAUKEE | WI | 53209 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES, EDUCATION, SOCIAL SERVICES | $13,000 |
| ARTWORKS FOR MILWAUKEE | ||||||
| 207 E BUFFALO ST STE 600 | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $15,000 |
| BETTY BRINN CHILDREN'S MUSEUM | ||||||
| 929 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $15,000 |
| BEYOND VISION | ||||||
| 5316 W STATE ST | MILWAUKEE | WI | 53208 | PC | PROGRAM SUPPORT | $15,000 |
| CENTER FOR JEWISH LIFE | ||||||
| 2233 W MEQUON RD | MEQUON | WI | 53092 | PC | COMMUNITY FARM/GARDEN | $15,000 |
| CHICAGO JEWISH DAY SCHOOL | ||||||
| 3730 N CALIFORNIA AVE | CHICAGO | IL | 60618 | PC | EDUCATION | $15,000 |
| FRANKEL CENTER FOR JUDAIC STUDIES | ||||||
| 3003 S STATE ST STE 8000 | ANN ARBOR | MI | 48109 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $15,000 |
| HILLEL THE FOUNDATION FOR JEWISH LIFE | ||||||
| 3053 N STOWELL AVE | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT | $15,000 |
| JEWISH BEGINNINGS LUBAVITCH PRESCHOOL | ||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | EDUCATION SUPPORT | $15,000 |
| JEWISH EDUCATION TEXAS | ||||||
| 17819 DAVENPORT RD STE 110 | DALLAS | TX | 75252 | PC | EDUCATION | $15,000 |
| JEWISH HOME & CARE CENTER | ||||||
| 1414 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $15,000 |
| JOURNEY HOUSE | ||||||
| 2110 W SCOTT ST | MILWAUKEE | WI | 53204 | PC | PROGRAM SUPPORT | $15,000 |
| KEHILLOT YOZMA | ||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PC | EDUCATION SUPPORT | $15,000 |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA | ||||||
| 325 W WALNUT ST | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $15,000 |
| RUACH INC | ||||||
| 6815 W CAPITOL DR STE 302 | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $15,000 |
| SHALOM | ||||||
| 7630 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $15,000 |
| SHALVA | ||||||
| PO BOX 46375 | CHICAGO | IL | 60646 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $15,000 |
| TORAH ACADEMY OF MILWAUKEE | ||||||
| 6800 N GREEN BAY AVE | GLENDALE | WI | 53209 | PC | EDUCATION | $15,000 |
| UW-MILWAUKEE FOUNDATION | ||||||
| 1440 E NORTH AVE | MILWAUKEE | WI | 53202 | PC | EDUCATION SUPPORT | $15,000 |
| YESHIVA ZICHRON PALTIL | ||||||
| 278 HAROLD ST | STATEN ISLAND | NY | 10314 | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $15,000 |
| GARDENS JEWISH EXPERIENCE | ||||||
| 10800 N MILITARY TRAIL STE 215 | PALM BEACH GARDENS | FL | 33410 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $18,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADORN | ||||||
| 3175 COMMERCIAL AVE STE 101 | NORTHBROOK | IL | 60062 | PC | BLOOD BANK PROGRAM | $20,000 |
| CENTRAL FUND OF ISRAEL | ||||||
| 980 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | PC | BARKAI | $20,000 |
| HILLEL FOUNDATION UNIVERSITY OF WISCONSI | ||||||
| 611 LANGDON ST | MADISON | WI | 53703 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES & EDUCATION | $20,000 |
| L'CHAIM CHAVUROT NORTHSHORE INC | ||||||
| PO BOX 170602 | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $20,000 |
| OHR HATORAH INC | ||||||
| 7020 N GREEN BAY AVE | GLENDALE | WI | 53209 | PC | EDUCATION | $20,000 |
| ORLANDO TORAH ACADEMY | ||||||
| 8651 COMMODITY CIR | ORLANDO | FL | 32819 | PC | EDUCATION | $20,000 |
| PARENTING NETWORK | ||||||
| 7516 W BURLEIGH ST | MILWAUKEE | WI | 53210 | PC | PROGRAM SUPPORT | $20,000 |
| MAKE-A-WISH FDN OF WI | ||||||
| 11020 W PLANK CT STE 200 | WAUWATOSA | WI | 53226 | PC | PROGRAM SUPPORT - MICHAELS TEAM | $21,000 |
| MILWAUKEE JEWISH FEDERATION INC | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | COVID 19 FUND | $25,000 |
| YESHIVA ELEMENTARY SCHOOL | ||||||
| 5115 W KEEFE AVE | MILWAUKEE | WI | 53216 | PC | EDUCATION | $25,000 |
| BADER HILLEL ACADEMY | ||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | EDUCATION | $35,000 |
| MILWAUKEE JEWISH DAY SCHOOL | ||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | EDUCATION SUPPORT | $35,000 |
| HERC | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | EDUCATION PROGRAM SUPPORT | $45,000 |
| JEWISH MUSEUM MILWAUKEE | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | HOLOCAUST EXHIBIT | $45,000 |
| LAKE PARK SYNAGOGUE | ||||||
| 3207 N HACKETT AVE | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $64,000 |
| MILWAUKEE JEWISH FEDERATION INC | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | CITY SECURITY PROGRAM | $100,000 |
| WISCONSIN INSTITUTE FOR TORAH STUDY | ||||||
| 3288 N LAKE DR | MILWAUKEE | WI | 53211 | PC | EDUCATION | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,333,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $573 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $482,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,275 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $549,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $549,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAIRD INTER BOND FD INSTL CL | FMV | $3,568,367 | $3,568,367 |
| DFA EMERGING MARKETS CORE EQUITY I | FMV | $1,402,916 | $1,402,916 |
| GROUP PRIVATE EQUITY II LLC | FMV | $1,347,694 | $1,347,694 |
| LUBAX - LORD ABBETT ULTRA SHORT BOND CL | FMV | $765,771 | $765,771 |
| NUVEEN SYMPHONY FLOATING I | FMV | $1,116,928 | $1,116,928 |
| RREEF AMERICAN REIT II INC | FMV | $2,306,352 | $2,306,352 |
| SCHWAB S&P | FMV | $9,003,953 | $9,003,953 |
| STATE OF ISRAEL BONDS | FMV | $60,000 | $60,000 |
| VANGUARD TOT INT ST IDX ADM | FMV | $2,699,428 | $2,699,428 |
| PARAMETRIC VOLATILITY RISK PREMIUM | FMV | $2,466,326 | $2,466,326 |
| LORD ABBETT HIGH YIELD F3 | FMV | $1,195,194 | $1,195,194 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| EOY Book Value | $2,292 | EOYBookValueAmt |
| EOYFMV | $2,292 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $644 | $451 | $193 |
| INSURANCE | $2,106 | $1,474 | $632 |
| INFORMATION TECHNOLOGY | $195 | $136 | $59 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $2,208,061 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $112,978 | $112,978 | $0 |
| PAYROLL FEES | $1,128 | $508 | $620 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $22,581 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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