HARRI HOFFMANN FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HARRI HOFFMANN FAMILY FOUNDATION INC (EIN 39-1537228)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-07
IRS object ID
202031899349101508
Schema version
2019v5.0
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)
Return2020-07-07T09:44:53-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390919055PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ritz Holman LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 E Kilbourn Ste 550AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532023144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391537228EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRI HOFFMANN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone4143505015PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111414 West Park PlaceAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN MATSOFFPersonNm
Person TitlePRES/TREASURERPersonTitleTxt
Signature2020-07-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDiana LuttmannPreparerPersonNm
PTINP01075770PTIN
Phone4142711451PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,198,555FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,202,713ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,033InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,033InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$244,438DividendsRevAndExpnssAmt
Dividends Net Invst Incm$243,494DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$445,229NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,155,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$445,229CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$176,882OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$176,882OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$23,073,295TotalRevAndExpnssAmt
Total Net Invst Incm$869,638TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$54,392CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,598CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$40,794CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$4,427PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,107PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,320PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$575LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$575LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,772OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,170OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$602OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$504TaxesRevAndExpnssAmt
Taxes Net Invst Incm$71TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$15,700OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$15,700OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$602TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$60TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$542TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,321OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,321OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$94,293TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,806TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70,054TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$485,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$485,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$579,293TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,806TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$555,054TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,494,002ExcessRevenueOverExpensesAmt
Net Investment Income$845,832NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,217CashBOYAmt
Cash EOY$140,600CashEOYAmt
Cash EOYFMV$140,600CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,344,151SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,693,270SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,693,270SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,229PrepaidExpensesBOYAmt
Prepaid Expenses EOY$796PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$796PrepaidExpensesEOYFMVAmt
US Government Obligations EOY$349,395USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$349,395USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,176,044CorporateStockBOYAmt
Other Investments BOY$85,000OtherInvestmentsBOYAmt
Other Investments EOY$18,014,494OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,014,494OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,647,641TotalAssetsBOYAmt
Total Assets EOY$25,198,555TotalAssetsEOYAmt
Total Assets EOYFMV$25,198,555TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,647,641NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$2,647,641TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,198,555TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,647,641TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,198,555TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,647,641TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,494,002ExcessRevenueOverExpensesAmt
Other Increases$56,912OtherIncreasesAmt
Subtotal$25,198,555SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,198,555TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$4,155,925GrossSalesPriceAmt
Cost Or Other Basis$3,710,696CostOrOtherBasisAmt
Gain Or Loss$445,229GainOrLossAmt
Gains Minus Excess Or Losses$445,229GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$445,229CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$445,229NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$361,410AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,861,235NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.12631DistributionYr1Rt
Adjusted Qlfy Distri Yr2$246,699AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,925,520NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08433DistributionYr2Rt
Adjusted Qlfy Distri Yr3$219,010AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,942,853NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07442DistributionYr3Rt
Adjusted Qlfy Distri Yr4$200,862AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,105,663NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06468DistributionYr4Rt
Adjusted Qlfy Distri Yr5$223,766AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,073,365NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07281DistributionYr5Rt
Total Distribution0.422545TotalDistributionRt
Average Distribution0.084509AverageDistributionRt
Net Vl Noncharitable Assets$8,406,240NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$710,403AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,458NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$718,861AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$555,054QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,917InvestmentIncomeExciseTaxAmt
Subtotal$16,917SubtotalAmt
Tax Based On Investment Income$16,917TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$796EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$796TotalPaymentsAndCreditsAmt
Tax Due$16,121TaxDueAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
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 EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshhfamilyfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALAN MATSOFF PRESidentTreasBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4148476398PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111414 West Park Place Ste 202AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd
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 HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALAN MATSOFF
11414 West Park Place Ste 202MILWAUKEEWI53224Pres/Treasurer9.00$27,064
EVELYN HOFFMANN
11414 West Park Place Ste 202MILWAUKEEWI53224VICE PRES/SECY1.00$0
TOBIAS LIBBER
11414 West Park Place Ste 202MILWAUKEEWI53224VP - OPERATIONS10.00$27,328
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,164,773AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,369,481AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,534,254TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,534,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,014CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,406,240NetVlNoncharitableAssetsAmt
Minimum Investment Return$420,312MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$420,312MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,917TaxBasedOnInvestmentIncomeAmt
Total Tax$16,917TotalTaxAmt
Distributable Before Adj$403,395DistributableBeforeAdjAmt
Distributable Before Ded$403,395DistributableBeforeDedAmt
Distributable As Adjusted$403,395DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$555,054ExpensesAndContributionsAmt
Qualifying Distributions$555,054QualifyingDistributionsAmt
Adjusted Qualifying Distri$555,054AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$403,395DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$70,840ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,352ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,567ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$101,165ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$219,214ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$510,138TotalExcessDistributionCyovAmt
Qualifying Distributions$555,054QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$403,395AppliedToCurrentYearAmt
Remaining Distri From Corpus$151,659RemainingDistriFromCorpusAmt
Total Corpus$661,797TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$70,840ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$590,957ExcessDistriCyovToNextYrAmt
Excess From Year4$46,352ExcessFromYear4Amt
Excess From Year3$72,567ExcessFromYear3Amt
Excess From Year2$101,165ExcessFromYear2Amt
Excess From Year1$219,214ExcessFromYear1Amt
Excess From Current Year$151,659ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRI HOFFMAN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LAKE PARK SYNAGOGUE
3207 N HACKETT AVEMILWAUKEEWI53211PCPROGRAM SUPPORT - JEWISH ACTIVITIES$100,000
CENTRAL FUND OF ISRAEL
980 AVENUE OF THE AMERICASNEW YORKNY10018PCBARKAI$20,000
HILLEL THE FOUNDATION FOR JEWISH LI
3053 N STOWELL AVEMILWAUKEEWI53211PCPROGRAM SUPPORT$15,000
MAKE-A-WISH FDN OF WI
11020 W PLANK CT STE 200WAUWATOSAWI53226PCPROGRAM SUPPORT - MICHAELS TEAM$1,000
MILWAUKEE JEWISH FEDERATION INC
1360 N PROSPECT AVEMILWAUKEEWI53202PCPROGRAM SUPPORT - JEWISH ACTIVITIES, EDUCATION, SOCIAL SERVICES$10,000
ORLANDO TORAH ACADEMY
8651 COMMODITY CIRORLANDOFL32819PCEDUCATION$48,500
RUACH INC
6815 W CAPITOL DR STE 302MILWAUKEEWI53216PCPROGRAM SUPPORT$10,000
STREETWISE INC
4554 N BROADWAY STE 350CHICAGOIL60640PCPROGRAM SUPPORT - SOCIAL SERVICES$5,000
TORAH ACADEMY OF MILWAUKEE
6800 N GREEN BAY AVEGLENDALEWI53209PCEDUCATION$12,000
WISCONSIN INSTITUTE FOR TORAH STUDY
3288 N LAKE DRMILWAUKEEWI53211PCEDUCATION$18,000
YESHIVA ELEMENTARY SCHOOL
5115 W KEEFE AVEMILWAUKEEWI53216PCEDUCATION$20,000
MAJOR
3322 N 51ST BLVDMILWAUKEEWI53216PCPROGRAM SUPPORT$12,000
AISHEL
10 UNDERWOOD PL STE 15CLIFTONNJ07013PCJEWISH ACTIVITIES$5,000
PEF ISRAEL ENDOWMENT
630 3RD AVE 15TH FLNEW YORKNY10017PCCENTER FOR DEAF/BLIND$10,000
COLEL CHABAD
806 EASTERN PKWYBROOKLYNNY11213PCTHERAPEUTIC GARDEN$10,000
DISCOVERY WORLD
500 N HARBOR DRMILWAUKEEWI53202PCPROGRAM SUPPORT$2,000
L'CHAIM CHAVUROT NORTHSHORE INC
PO BOX 170602MILWAUKEEWI53217PCPROGRAM SUPPORT$10,000
WISCONSIN CONSERVATORY OF MUSIC
1584 N PROSPECT AVEMILWAUKEEWI53202PCCHAMBER MUSIC PROGRAM SUPPORT$5,000
CENTER FOR JEWISH LIFE
2233 W MEQUON RDMEQUONWI53092PCPROGRAM SUPPORT - JEWISH ACTIVITIES$10,000
CHICAGO JEWISH DAY SCHOOL
3730 N CALIFORNIA AVECHICAGOIL60618PCEDUCATION$10,000
JEWISH EXPERIENCE MADISON
3453 N 54TH STMILWAUKEEWI53216PCPROGRAM SUPPORT - JEWISH ACTIVITIES$10,000
OHR HATORAH INC
7020 N GREEN BAY AVEGLENDALEWI53209PCEDUCATION$10,000
TEEN CHALLENGE OF WISCONSIN INC
PO BOX 250771MILWAUKEEWI53225PCPROGRAM SUPPORT$1,000
AMERICAN JEWISH WORLD SERVICE
45 W 36TH ST 11NEW YORKNY10018PCPROGRAM SUPPORT$10,000
HERC
1360 N PROSPECT AVEMILWAUKEEWI53202PCEDUCATION PROGRAM SUPPORT$10,000
PEF ISRAEL ENDOWMENT
630 3RD AVE 15TH FLNEW YORKNY10017PCPROGRAM SUPPORT - JEWISH ACTIVITIES$10,000
BADER HILLEL ACADEMY
6401 N SANTA MONICA BLVDMILWAUKEEWI53217PCEDUCATION$10,000
CHUDNOW MUSEUM
839 N ELEVENTH STMILWAUKEEWI53233PCPROGRAM SUPPORT$10,000
GIGI'S PLAYHOUSE
8685 N PORT WASHINGTON RDFOX POINTWI53217PCPROGRAM SUPPORT - SOCIAL SERVICES$10,000
INT'L INSTITUTE FOR GLOBAL LEADERSH
11537 N LAKESHORE DRMEQUONWI53092PCPROGRAM SUPPORT$2,500
JEWISH EDUCATION TEXAS
17819 DAVENPORT RD STE 110DALLASTX75252PCEDUCATION$10,000
JEWISH HOME CARE CENTER
1414 N PROSPECT AVEMILWAUKEEWI53202PCPROGRAM SUPPORT - SOCIAL SERVICES$15,000
LUX CENTER FOR CATH JEW STUDIES
7335 S HIGHWAY 100HALES CORNERSWI53130PCEDUCATION$8,000
SHALVA
PO BOX 46375CHICAGOIL60646PCPROGRAM SUPPORT - JEWISH ACTIVITIES$10,000
TEENS GROW GREENS
322 E MICHIGAN ST STE 204MILWAUKEEWI53202PCPROGRAM SUPPORT$5,000
UPSTREAM ARTS
3501 CHICAGO AVE SOUTHMINNEAPOLISMN55407PCPROGRAM SUPPORT$10,000
YESHIVA ZICHRON PALTIL
278 HAROLD STSTATEN ISLANDNY10314PCPROGRAM SUPPORT - SOCIAL SERVICES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$485,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,033ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$244,438ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$176,882ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$445,229ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$870,582ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$870,582TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLORRAINE L HOFFMAN ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 170320AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd
FieldValueIRS element (for citing)
Total Contributions$22,202,713TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMUTUAL FUNDS AND OTHER INVESTMENTSNoncashPropertyDesc
Fair Market Value$13,702,713FairMarketValueAmt
Received2019-01-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceGeneral Explanation Supplemental Information for Form 990-PFFormAndLineReferenceDesc
Medium ExplanationFORM 990-PF, PART VII-B1A(4)During the year compensation with a value of $54,392 were provided to disqualified persons, Alan Matsoff and Tobias Libber. Payment for personal services that are reasonable and necessary to carry out the exempt purpose of the private foundation is not considered an act of self-dealing if the compensation is not excessive.MediumExplanationTxt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$349,395USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$349,395USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STATE OF ISRAEL BONDSFMV$85,000$85,000
LUBAX - LORD ABBETT ULTRA SHORT BOND CLFMV$765,008$765,008
DFA EMERGING MARKETS CORE EQUITY IFMV$655,010$655,010
SCHWAB S&PFMV$5,501,343$5,501,343
VANGUARD TOT INT ST IDX ADMFMV$1,593,650$1,593,650
CRESCENT SHORT DURATION HIGH INCFMV$1,099,667$1,099,667
BAIRD INTER BOND FD INSTL CLFMV$3,322,024$3,322,024
NUVEEN SYMPHONY FLOATING IFMV$1,096,160$1,096,160
GROUP PRIVATE EQUITY II LLCFMV$1,195,304$1,195,304
DGV ENHANCED US EQUITY FUND LLCFMV$2,468,083$2,468,083
RREEF AMERICAN REIT II INCFMV$233,245$233,245

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$575LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$575DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
information technology$4,687$4,687
Insurance$2,062$2,062
Office Expenses$572$572

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$176,882RevenueAndExpensesPerBooksAmt
Net Investment Income$176,882NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$8,170$8,170$0$0
PAYROLL FEES$602$0$0$602

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$433
FOREIGN TAX$71$71

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