HARRI HOFFMANN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARRI HOFFMANN FAMILY FOUNDATION INC (EIN 39-1537228)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201923179349102082
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T12:38:49-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 Ste 550 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 4143505015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W SILVER SPRING DR STE K200 | 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 |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW C HOLMAN | PreparerPersonNm |
| PTIN | P00014720 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,647,641 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $253,260 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,710 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $297,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,863 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $287 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $287 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $371 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $2,482 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,482 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,343 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,343 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,658 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $362,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $41,217 | CashEOYAmt |
| Cash EOYFMV | $41,217 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,451,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,344,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,344,151 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $700 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,229 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,229 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,303,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,176,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,176,044 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $85,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,840,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,647,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,647,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,840,738 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,647,641 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,840,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,647,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,840,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,647,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,840,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,623 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,775,115 | SubtotalAmt |
| Other Decreases | $127,474 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,647,641 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $246,699 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,925,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08433 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $219,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,942,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $200,862 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,105,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $223,766 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,073,365 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07281 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $217,385 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,994,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07260 | DistributionYr5Rt |
| Total Distribution | 0.368835 | TotalDistributionRt |
| Average Distribution | 0.073767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,861,235 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,065 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,498 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $361,843 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $433 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $433 | SubtotalAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,229 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,229 | TotalPaymentsAndCreditsAmt |
| Overpayment | $796 | OverpaymentAmt |
| Applied To ES Tax | $796 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN MATSOFF PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4148476398 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W SILVER SPRING DR STE K200 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALAN MATSOFF | ||||||
| 500 W SILVER SPRING DR STE K20 | MILWAUKEE | WI | 53217 | PRES/TREASURER | 4.00 | $0 |
| EVELYN HOFFMANN | ||||||
| 500 W SILVER SPRING DR STE K20 | MILWAUKEE | WI | 53217 | VICE PRES/SECY | 1.00 | $0 |
| TOBIAS LIBBER | ||||||
| 500 W SILVER SPRING DR STE K20 | MILWAUKEE | WI | 53217 | VP - OPERATIONS | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,341,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,563,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,904,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,904,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,861,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $433 | TotalTaxAmt |
| Distributable Before Adj | $142,629 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $142,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $142,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,843 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $361,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $433 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $361,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,629 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $68,763 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $359,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $361,843 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,214 | RemainingDistriFromCorpusAmt |
| Total Corpus | $578,901 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,763 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $510,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,840 | ExcessFromYear4Amt |
| Excess From Year3 | $46,352 | ExcessFromYear3Amt |
| Excess From Year2 | $72,567 | ExcessFromYear2Amt |
| Excess From Year1 | $101,165 | ExcessFromYear1Amt |
| Excess From Current Year | $219,214 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARRI HOFFMAN FOUNDATION | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LAKE PARK SYNAGOGUE | ||||||
| 3207 N HACKETT AVE | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $24,000 |
| ATLANTA JEWISH FEDERATION | ||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | PC | FOLLOW UP TO DOCUMENTARY FILM | $5,000 |
| CENTRAL FUND OF ISRAEL | ||||||
| 980 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | PC | BARKAI | $15,000 |
| BBYO WISCONSIN | ||||||
| 6255 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $10,000 |
| CONG BETH JEHUDAH | ||||||
| 3100 N 52ND ST | MILWAUKEE | WI | 53216 | PC | SECURITY UPGRADES | $7,500 |
| SHALOM | ||||||
| 7630 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $10,000 |
| HILLEL FOUNDATION UNIVERSITY OF WIS | ||||||
| 611 LANGDON ST | MADISON | WI | 53703 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES & EDUCATION | $18,000 |
| HILLEL THE FOUNDATION FOR JEWISH LI | ||||||
| 3053 N STOWELL AVE | MILWAUKEE | WI | 53211 | PC | HOLOCAUST FELLOWSHIP | $10,000 |
| MILWAUKEE JEWISH COMMUNITY CHORALE | ||||||
| PO BOX 170211 | MILWAUKEE | WI | 53217 | PC | 25TH ANNIVERSARY CONCERT & OUTREACH | $7,000 |
| LUTHERAN COUNSELING | ||||||
| 3800 N MAYFAIR RD | WAUWATOSA | WI | 53222 | PC | MENTAL HEALTH SERVICES | $2,000 |
| MAKE-A-WISH FDN OF WI | ||||||
| 11020 W PLANK CT STE 200 | WAUWATOSA | WI | 53226 | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 |
| MILWAUKEE JEWISH FEDERATION INC | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES, EDUCATION, SOCIAL SERVICES | $10,000 |
| MILWAUKEE JEWISH SACRED SOCIETY | ||||||
| 3325 N 51ST BLVD | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $2,000 |
| ORLANDO TORAH ACADEMY | ||||||
| 8651 COMMODITY CIR | ORLANDO | FL | 32819 | PC | SAFER TORAH PROJECT | $18,000 |
| RUACH INC | ||||||
| 6815 W CAPITOL DR STE 302 | MILWAUKEE | WI | 53216 | PC | SUPPORT OF 3 PROGRAM - JEWISH ACTIVITIES & EDUCATION | $7,500 |
| STREETWISE INC | ||||||
| 4554 N BROADWAY STE 350 | CHICAGO | IL | 60640 | PC | PROGRAM SUPPORT | $2,000 |
| TORAH ACADEMY OF MILWAUKEE | ||||||
| 6800 N GREEN BAY AVE | GLENDALE | WI | 53209 | PC | SUPPORT OF 2 PROGRAMS - JEWISH ACTIVITIES & EDUCATION | $9,000 |
| TIKKUN HA-IR OF MILWAUKEE INC | ||||||
| PO BOX 90287 | MILWAUKEE | WI | 53209 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES, EDUCATION, SOCIAL SERVICES | $10,000 |
| UNITED WAY OF GREATER MILWAUKEE WAU | ||||||
| 225 W VINE ST | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT - SOCIAL SERVICES | $1,200 |
| UNIVERSITY OF CHICAGO | ||||||
| 130 E RANDOLPH ST STE 2500 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT - RESEARCH | $25,000 |
| WISCONSIN INSTITUTE FOR TORAH STUDY | ||||||
| 3288 N LAKE DR | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES & EDUCATION | $100,000 |
| YESHIVA ELEMENTARY SCHOOL | ||||||
| 5115 W KEEFE AVE | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES & EDUCATION | $20,000 |
| GARDENS JEWISH EXPERIENCE | ||||||
| 10800 N MILITARY TRAIL STE 215 | PALM BEACH GARDENS | FL | 33410 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $18,000 |
| MAJOR | ||||||
| 3322 N 51ST BLVD | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT - JEWISH ACTIVITIES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $351,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,863 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LORRAINE L HOFFMAN ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $253,260 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ESTATE PROPERTY, JEWISH ARTIFACTS | NoncashPropertyDesc |
| Fair Market Value | $3,260 | FairMarketValueAmt |
| Received | 2018-03-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance | $1,372 | $1,372 | |
| Office Expenses | $531 | $286 | $245 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $287 | Amt |
| Net Investment Income | $287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE L HOFFMAN ESTATE | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $371 | Amt |
Comments