JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-25
- IRS object ID
- 201900569349100205
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-25T12:28:32-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVENUE SUITE 750 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392076346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Vera Zilber Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHAN J CHEVALIER | InCareOfNm |
| Business Name Control | ZILB | BusinessNameControlTxt |
| Phone | 4142742400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHAN J CHEVALIER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4142742400 | PhoneNum |
| Signature | 2019-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4142725900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.7.194.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39521220190565000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-02-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3AB75849B5E7A99F8C501203FBEC254C1B29F256 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 342C69388EA7BCA13281E38B3DD773C2383BC7B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $196,395,748 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,156,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,369,782 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,161,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,068,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,365,657 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,814 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,802,006 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,323,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,537,445 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,779 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $122,779 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $447,968 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $457,482 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $82,350 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $79,384 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,061 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,778 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $64,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $515,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $327,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $183,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $157,753 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,500 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $293 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $34,705 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,156 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,720 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,720 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,771 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,491,833 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $334,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,010,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,768,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,855,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,260,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $334,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,866,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,063,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,202,873 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,393,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,694,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,694,582 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,082 | AcctRcvblAmt |
| Acct Rcvbl BOY | $20,335 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35,082 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,082 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,359,942 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $502 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $502 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $502 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,835,384 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,189,176 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,189,176 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $40,361,465 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,197,674 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,197,674 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,960,673 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,327,589 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,327,589 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $115,025,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,949,728 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $120,949,728 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $638 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,708 | LandBOYAmt |
| Land EOY | $1,415 | LandEOYAmt |
| Land EOYFMV | $1,415 | LandEOYFMVAmt |
| Total Assets BOY | $184,959,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $196,395,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $196,395,748 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $108,371 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $107,318 | AccountsPayableEOYAmt |
| Grants Payable BOY | $12,347,585 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,260,781 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $12,455,956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,368,099 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $172,503,243 | UnrestrictedBOYAmt |
| Unrestricted EOY | $189,027,649 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $172,503,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $189,027,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $184,959,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $196,395,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $172,503,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,063,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,473,324 | OtherIncreasesAmt |
| Subtotal | $189,039,790 | SubtotalAmt |
| Other Decreases | $12,141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $189,027,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PERSHING - 1484 | D | $9,489,568 | $7,966,338 | $1,523,230 | $1,523,230 |
| JP MORGAN - 7002 | D | $18,807,092 | $15,606,745 | $3,200,347 | $3,200,347 |
| JP MORGAN - 7004 | D | $1,712,393 | $1,267,008 | $445,385 | $445,385 |
| JP MORGAN - 1008 | D | $4,812,778 | $4,862,857 | -$50,079 | -$50,079 |
| CAPITAL GAIN DIVIDENDS | P | $52,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,365,657 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,509,199 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $182,537,235 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063051 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,172,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $201,052,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,267,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $156,003,345 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040175 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,301,877 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,884,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070426 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,498,085 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,738,888 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041918 | DistributionYr5Rt |
| Total Distribution | 0.261193 | TotalDistributionRt |
| Average Distribution | 0.052239 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $186,764,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,756,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $192,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,948,435 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,866,107 | 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 | $192,029 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $192,029 | SubtotalAmt |
| Tax Based On Investment Income | $192,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $207,376 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $207,376 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,347 | OverpaymentAmt |
| Applied To ES Tax | $15,347 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.zilberfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHAN J CHEVALIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142742474 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | 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 | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Business Holdings | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| MARCY C JACKSON | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | PRESIDENT/DIRECTOR | 5.0 | $20,000 | $0 | $3,479 |
| MARILYN ZILBER | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $4,931 |
| SHANE M JACKSON | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $6,794 |
| MELISSA S A JACKSON | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $11,184 |
| JAMES F JANZ | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | VICE PRESIDENT/DIRECTOR | 5.0 | $20,000 | $0 | $238 |
| STEPHAN J CHEVALIER | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | SECRETARY/TREASURER/DIRECTOR | 10.0 | $5,000 | $0 | $2,657 |
| MICHAEL P MERVIS | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | DIRECTOR | 5.0 | $20,000 | $0 | $5,173 |
| JOHN K TSUI | ||||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $3,323 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN LLOYD | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | EXECUTIVE DIRECTOR | 40.0 | $265,000 | $0 | $7,652 |
| ERIN FREDERICK | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | SR PROGRAM OFFICER | 40.0 | $111,373 | $0 | $22,718 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Urban Ventures Group Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Church Circle Suite 271 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Grant impact assess. | ServiceTypeTxt |
| Compensation | $181,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,733,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,544,107 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,608,935 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,608,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,844,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,764,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,338,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,338,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192,029 | TotalTaxAmt |
| Distributable Before Adj | $9,146,211 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,146,211 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,146,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,866,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,866,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $192,029 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,674,078 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,146,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,053,249 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,053,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,866,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $9,146,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,719,896 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,773,145 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,773,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,053,249 | ExcessFromYear1Amt |
| Excess From Current Year | $2,719,896 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH VERA ZILBER CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | INFO@ZILBERFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANTSEEKERS ARE ENCOURAGED TO CONTACT THE FOUNDATION AT INFO@ZILBERFAMILYFOUNDATION.ORG WITH A ONE-PAGE LETTER OF INQUIRY BEFORE PREPARING A PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIVEN 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 (186 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| University of Wisconsin Foundation | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53202 | NONE | PC | To support the Zilber School of Public Health FOR PROGRAM ACTIVITIES | $1,285,714 | |
| United Community Center Inc | ||||||||
| 1028 S 9th Street | Milwaukee | WI | 53203 | NONE | PC | To build a new residential substance abuse facility | $50,000 | |
| Center for Resilient Cities | ||||||||
| 1243 N 10th Street | Milwaukee | WI | 53205 | NONE | PC | For revitalization of Johnsons Park in Lindsay Heights | $50,000 | Suite 200 |
| Ronald Reagan IB High School | ||||||||
| 4965 S 20th Street | Milwaukee | WI | 53221 | NONE | PC | To support Vera J. Zilber music department | $5,000 | |
| Childrens Hospital | ||||||||
| 9000 W Wisconsin Ave | Milwaukee | WI | 53226 | NONE | PC | To fund advocacy center | $60,000 | 270 |
| PBS Hawaii | ||||||||
| 2350 Dole Street | Honolulu | HI | 96822 | NONE | PC | To support NEW HOME campaign | $100,000 | |
| Guest House of Milwaukee | ||||||||
| 1213 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | To upgrade homeless shelter | $100,000 | |
| Meta House | ||||||||
| 2625 N Weil Street | Milwaukee | WI | 53212 | NONE | PC | To provide substance abuse treatment to women | $100,000 | |
| Milwaukee College Prep School | ||||||||
| 2449 N 36th Street | Milwaukee | WI | 53210 | NONE | PC | To support school expansion | $50,000 | |
| St Ann Center for Intergenerational Care | ||||||||
| 2801 E Morgan Ave | Milwaukee | WI | 53207 | NONE | PC | To support construction of north side campus | $100,000 | |
| Journey House | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To support youth and family programs | $250,000 | |
| Walnut Way | ||||||||
| 1836 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | To serve as lead agency for ZNI | $450,000 | |
| Aurora Zilber Family Hospice | ||||||||
| 950 N 12th Street | Milwaukee | WI | 53233 | NONE | SO I | To expand employee and volunteer training | $50,000 | Suite A511 |
| Heartland Housing | ||||||||
| 208 S LaSalle Street | Chicago | IL | 60608 | NONE | PC | To support housing development | $100,000 | Suite 1300 |
| Clarke Square Neighborhood Initiative | ||||||||
| Journey House | Milwaukee | WI | 53204 | NONE | PC | To serve as fiscal agent for CSNI | $100,000 | 2110 W Scott Street |
| Running Rebels | ||||||||
| 1300A W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To provide general operating support | $50,000 | |
| National Center for Family Philanthropy | ||||||||
| 1667 K Street NW | Washington | DC | 20006 | NONE | PC | To support general operations | $4,900 | Suite 550 |
| Dominican Center for Women | ||||||||
| 2470 W Locust Street | Milwaukee | WI | 53203 | NONE | PC | To support neighborhood revitalization | $37,500 | |
| Goodwill Industries of SE Wisconsin | ||||||||
| 5400 S 60th Street | Greendale | WI | 53129 | NONE | PC | To pilot new employment program | $53,000 | |
| Rebuilding Together of Greater Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To improve housing conditions | $105,000 | 221 |
| Sojourner Family Peace Center | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | To support general operations | $75,000 | |
| Walnut Way Conservation Corp - IWC Phase II | ||||||||
| 1836 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | To support construction of Phase II | $250,000 | |
| YMCA of Metropolitan Milwaukee | ||||||||
| 161 W Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | To provide restricted operations support | $125,000 | Suite 4000 |
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | To provide donation match | $100,000 | |
| Cathedral Center | ||||||||
| 845 N Van Buren Street | Milwaukee | WI | 53202 | NONE | PC | To provide emergency shelter for women and children | $50,000 | |
| City of Milwaukee | ||||||||
| 200 E Wells Street | Milwaukee | WI | 53202 | NONE | GOV | To support beautification projects in Lindsay Heights neighborhood | $50,000 | Room 603 |
| COA Youth & Family Centers | ||||||||
| 909 E North Avenue | Milwaukee | WI | 53212 | NONE | PC | To expand early literacy programs | $79,500 | |
| First Stage Inc | ||||||||
| 325 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | To expand First Stage programs to schools | $50,000 | |
| Journey House | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To support operation of Financial Opportunity Center | $50,000 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | To support youth programs | $100,000 | |
| Playworks Wisconsin | ||||||||
| 3600 W Pierce Street | Milwaukee | WI | 53215 | NONE | PC | To provide school programs | $100,000 | |
| Riverworks Development Corporation | ||||||||
| 526 E Concordia Avenue | Milwaukee | WI | 53212 | NONE | PC | To support operations and renovations | $50,000 | |
| Urban Ecology Center Inc | ||||||||
| 1500 E Park Place | Milwaukee | WI | 53211 | NONE | PC | To expand education project | $75,000 | |
| ArtWorks for Milwaukee Inc | ||||||||
| 207 E Buffalo Street | Milwaukee | WI | 53202 | NONE | PC | To support high school arts programs | $25,000 | Suite 600 |
| COREEl Centro Inc | ||||||||
| 130 W Bruce Street | Milwaukee | WI | 53204 | NONE | PC | To support Lindsay Heights programs and expansion | $100,000 | Suite 300 |
| Fred Hutchinson Cancer Research Center | ||||||||
| 1100 Fairview Ave N | Seattle | WA | 98109 | NONE | PC | To support research and provide financial aid | $100,000 | |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | To support literacy intervention program | $66,000 | Suite 210 |
| Guest House of Milwaukee | ||||||||
| 1216 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | To support operations and expansion | $50,000 | |
| Hawaii Alliance for Arts in Education | ||||||||
| 1040 Richards Street | Honolulu | HI | 96817 | NONE | PC | To support elementary school art programs | $20,000 | Suite 301 |
| The Institute for Human Services Inc | ||||||||
| 546 Kaaahi Street | Honolulu | HI | 96817 | NONE | PC | To support programs for homeless individuals | $50,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To support housing initiatives | $216,030 | |
| Capuchin Community Services - | ||||||||
| Province of St Joseph | Milwaukee | WI | 53233 | NONE | PC | To provide match for donations | $250,000 | 1015 N 9th Street |
| St Marcus School | ||||||||
| 2215 N Palmer Street | Milwaukee | WI | 53212 | NONE | PC | To provide expansion support | $200,000 | |
| Word of Hope Ministries | ||||||||
| 1677 N 40th Street | Milwaukee | WI | 53210 | NONE | PC | To support substance abuse program | $45,000 | |
| Benedict Center Inc | ||||||||
| 1848 N Dr Martin Luther King Drive | Milwaukee | WI | 53212 | NONE | PC | To support Benedict Center's Sisters program | $112,500 | |
| Community Advocates Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | To support human services | $50,000 | |
| Cross Lutheran Church | ||||||||
| 1821 N 16th Street | Milwaukee | WI | 53205 | NONE | PC | To support human needs programs | $100,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To support purchase and rehab of building | $107,000 | |
| Milwaukee Center for Independence Foundation Inc | ||||||||
| 2020 W Wells Street | Milwaukee | WI | 53233 | NONE | PC | To support culinary arts programs | $150,000 | |
| PEARLS for Teen Girls | ||||||||
| 1805 N Martin Luther King Drive | Milwaukee | WI | 53212 | NONE | PC | To support leadership development programs | $100,000 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | To support Montessori campaign | $250,000 | |
| United Neighborhood Center of Milwaukee | ||||||||
| 710 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | To support UNCOM to continue as an operating partner of ZNI | $100,000 | Suite 740 |
| Walnut Way Conservation Corp | ||||||||
| 1836 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | To support technology updates | $50,000 | |
| Peace Ambassadors International | ||||||||
| PO Box 235 | Malibu | CA | 90265 | NONE | PC | Shane Jackson director grant | -$2,000 | |
| Ceeds of Peace | ||||||||
| PO Box 235696 | Honolulu | HI | 96823 | NONE | PC | To support peace-building program | $82,000 | |
| Kualoa-He'eia Ecumenical Youth Project | ||||||||
| 47-200 Waihee Road | Kaneohe | HI | 96744 | NONE | PC | To support programs and operations | $50,000 | |
| Artists Working in Education | ||||||||
| 4315 W Vliet Street | Milwaukee | WI | 53208 | NONE | PC | To support art education programs | $57,500 | |
| Betty Brinn Children's Museum Inc | ||||||||
| 929 E Wisconsin Avenue | Milwaukee | WI | 53202 | NONE | PC | To support various programs | $50,000 | |
| City of Milwaukee - Earn and Learn | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | To support youth employment program | $50,000 | Suite 210 |
| Columbia St Mary's Foundation | ||||||||
| 2320 N Lake Drive | Milwaukee | WI | 53211 | NONE | PC | To support free dental care for youth | $25,000 | |
| Data You Can Use Inc | ||||||||
| 4903 N Cumberland Boulevard | Whitefish Bay | WI | 53217 | NONE | PC | To provide technical training to grantees | $100,000 | |
| Discovery World Ltd | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | NONE | PC | To provide technology and science programs | $150,000 | |
| Epic Center Community Organization | ||||||||
| 1236 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To support youth programs | $40,000 | |
| Fondy Food Center | ||||||||
| 1617 E North Avenue | Milwaukee | WI | 53205 | NONE | PC | To create Fondy Park | $40,000 | Suite 4 |
| Housing Resources Inc | ||||||||
| 7830 W Burleigh Street | Milwaukee | WI | 53222 | NONE | PC | To provide housing services in ZNI neighborhoods | $75,000 | |
| LISC Milwaukee | ||||||||
| 234 W Florida Street | Milwaukee | WI | 53212 | NONE | PC | To support public programs and deliver technical assistance | $200,000 | Suite 2014 |
| Milwaukee Business Community Collaborative Inc | ||||||||
| PO Box 12360 | Milwaukee | WI | 53212 | NONE | PC | To support employment programs | $50,000 | 2821 N 4th Street |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | To support mental health treatment for children | $125,000 | |
| Safe & Sound Inc | ||||||||
| 801 W Michigan Street | Milwaukee | WI | 53233 | NONE | PC | To create safe and healthy communities | $125,000 | |
| Smithsonian Institution | ||||||||
| PO Box 37012 MRC 1205 | Washington | DC | 20013 | NONE | PC | To support biodiversity assessment in Oahu | $25,000 | |
| Teach for America Inc | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To support training of local educators | $25,000 | Suite 610 |
| Wisconsin Voices | ||||||||
| 633 S Hawley Road | Milwaukee | WI | 53214 | NONE | PC | To support voter activities | $50,000 | Suite 112 |
| Wisconsin Women's Business Initiative Corp | ||||||||
| 1533 N Rivercenter | Milwaukee | WI | 53212 | NONE | PC | To provide services to aspiring entrepreneurs | $87,500 | |
| Historic Milwaukee | ||||||||
| 207 E Michigan Street | Milwaukee | WI | 53202 | NONE | PC | To support 2017 Doors Open program | $10,000 | Suite 406 |
| Playworks Wisconsin | ||||||||
| 3600 W Pierce Street | Milwaukee | WI | 53215 | NONE | PC | To match Rotary and United Way support | $8,500 | |
| Marquette University | ||||||||
| 1250 W Wisconsin Avenue | Milwaukee | WI | 53233 | NONE | PC | To support Neighborhood News Service | $125,000 | |
| Froedtert Hospital Foundation | ||||||||
| 9200 W Wisconsin Avenue | Milwaukee | WI | 53226 | NONE | PC | Steve Chevalier director grant | $5,000 | |
| The Nicole Ellis Foundation | ||||||||
| PO Box 569 | South Holland | IL | 60473 | NONE | PC | Jim Janz director grant | $500 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | Jim Janz director grant | $5,000 | |
| Boys & Girls Club of Hawaii | ||||||||
| 345 Queen Street | Honolulu | HI | 96816 | NONE | PC | Melissa Jackson director grant | $5,000 | Suite 900 |
| After School All-Stars Hawaii | ||||||||
| 47477 Kilauea Avenue | Honolulu | HI | 96816 | NONE | PC | Melissa Jackson director grant | $1,500 | Suite 210 |
| Castle Medical Center | ||||||||
| 640 Ulukahiki Street | Kailua | HI | 96734 | NONE | PC | Melissa Jackson director grant | $5,000 | |
| Metcalfe Park Community Bridges | ||||||||
| 3624 W North Avenue | Milwaukee | WI | 53208 | NONE | PC | To support youth pre-employment programs | $2,600 | |
| Boys and Girls Club of Greater Milwaukee | ||||||||
| 1558 N 6th Street | Milwaukee | WI | 53212 | NONE | PC | To support the BEE Healthy Garden | $5,000 | |
| Greater Milwaukee Synod | ||||||||
| 1212 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To support community service programs and operations | $4,220 | |
| Milwaukee Public Schools Foundation Inc | ||||||||
| PO Box 2181 | Milwaukee | WI | 53201 | NONE | PC | To support the mission of the MPS Foundation | $10,000 | |
| Groundwork Milwaukee | ||||||||
| 1845 N Farwell Avenue | Milwaukee | WI | 53202 | NONE | PC | Mike Mervis director grant | $5,000 | Suite 100 |
| Hope House of Milwaukee | ||||||||
| 209 W Orchard Street | Milwaukee | WI | 53204 | NONE | PC | To support the emergency floor joist replacement | $7,500 | |
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | To support homeownership opportunities | $100,000 | |
| Big Brothers Big Sisters of Metro Milwaukee | ||||||||
| 788 N Jefferson Street | Milwaukee | WI | 53202 | NONE | PC | To support youth mentoring programs | $20,000 | Sutie 600 |
| Boys & Girls Club of Hawaii | ||||||||
| 345 Queen Street | Honolulu | HI | 96813 | NONE | PC | To support Windward Clubhouse Multimedia program | $80,000 | Suite 900 |
| Community Warehouse | ||||||||
| 521 S 9th Street | Milwaukee | WI | 53204 | NONE | PC | To provide affordable building materials | $75,000 | |
| Hale Kipa Inc | ||||||||
| 615 Piikoi Street | Honolulu | HI | 96814 | NONE | PC | To support A New Home for Hale Kipa campaign | $50,000 | Suite 203 |
| International Association for Human Values | ||||||||
| 2401 15th Street NW | Washington | DC | 20009 | NONE | PC | To support the Yes for Schools program | $125,000 | |
| Literacy Services of Wisconsin Inc | ||||||||
| 555 N Plankinton Avenue | Milwaukee | WI | 53203 | NONE | PC | To support workforce development skills | $40,000 | |
| Milwaukee Public Schools Foundation Inc | ||||||||
| 234 W Galena Street | Milwaukee | WI | 53212 | NONE | PC | To support Turnaround Arts program | $75,000 | |
| Neighborhood House of Milwaukee | ||||||||
| 2819 W Richardson Place | Milwaukee | WI | 53208 | NONE | PC | To support youth programs | $25,000 | |
| Next Door Foundation Inc | ||||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | NONE | PC | To support professional development for early chilhood educators | $50,000 | |
| Nia Imani Family Inc | ||||||||
| 1325 N 25th Street | Milwaukee | WI | 53205 | NONE | PC | To support transitional housing | $30,000 | |
| North AvenueFond du Lac Marketplace BID 32 | ||||||||
| 2027 W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To support neighborhood improvement | $25,000 | |
| Project Vision Hawaii | ||||||||
| PO Box 23212 | Honolulu | HI | 96823 | NONE | PC | To support Showers for the People program | $150,000 | |
| Radio Milwaukee | ||||||||
| 220 E Pittsburgh Avenue | Milwaukee | WI | 53204 | NONE | PC | To supoort the Cultural Commons initiative | $25,000 | |
| Southside Organizing Committee Inc | ||||||||
| 1300 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To support bilingual resident outreach | $50,000 | |
| TRUE Skool Inc | ||||||||
| 161 W Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | To support youth workforce development activities | $60,000 | Suite LL 1000 |
| United Way of Greater Milwaukee & | ||||||||
| Waukesha County Inc | Milwaukee | WI | 53212 | NONE | PC | To support Longfellow School in partnership | $60,000 | 225 W Vine Street |
| United Way of Greater Milwaukee & | ||||||||
| Waukesha County Inc | Milwaukee | WI | 53212 | NONE | PC | To support library program | $70,000 | 225 W Vine Street |
| Smithsonian Institution | ||||||||
| PO Box 37012 MRC 035 | Washington | DC | 20013 | NONE | PC | Jack Tsui director grant | $50,000 | |
| Ronald Reagan Booster Club | ||||||||
| N4977 Spearhead Trail | Juneau | WI | 53039 | NONE | PC | Mike Mervis director grant | $2,500 | |
| Trinity Habitat for Humanity | ||||||||
| 9333 N Normandale Street | Fort Worth | TX | 76116 | NONE | PC | As part of Zilber Gives Back program | $25,000 | |
| Volunteers of America | ||||||||
| 3434 Marconi Avenue | Sacramento | CA | 95821 | NONE | NC | As part of Zilber Gives Back program | $15,000 | |
| Milwaukee Film | ||||||||
| 299 E Wisconsin Avenue | Milwaukee | WI | 53202 | NONE | PC | To support general operations | $10,000 | Suite 200 |
| Marquette University | ||||||||
| 1250 W Wisconsin Avenue | Milwaukee | WI | 53233 | NONE | PC | Jim Janz director grant | $3,900 | |
| Red Cloud Indian School | ||||||||
| 100 Mission Drive | Pine Ridge | SD | 57770 | NONE | PC | Jim Janz director grant | $5,000 | |
| La Casa de Esperanza | ||||||||
| 410 Arcadian Avenue | Waukesha | WI | 53186 | NONE | PC | Jim Janz director grant | $5,000 | |
| Faith Builders International Ministry | ||||||||
| 4901 S Howell Avenue | Milwaukee | WI | 53207 | NONE | PC | To support Christmas in Milwaukee | $2,000 | |
| Wisconsin Philanthropy Network Inc | ||||||||
| 15850 W Bluemound Road | Brookfield | WI | 53005 | NONE | PC | To support effective philanthropy programs | $5,000 | Suite 204 |
| Center for Tomorrow's Leaders | ||||||||
| 677 Ala Moana Boulevard | Honolulu | HI | 96813 | NONE | PC | To support youth leadership | $15,000 | 1100 |
| Clarke Square Neighborhood Initiative | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To serve as lead agency for ZNI | $100,000 | |
| Dominican Center for Women | ||||||||
| 2470 W Locust Street | Milwaukee | WI | 53203 | NONE | PC | To support revitalization of neighborhoods | $75,000 | |
| Feeding America Eastern Wisconsin Inc | ||||||||
| 1700 W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To increase access to healthy foods | $25,000 | |
| Gathering of Southeast Wisconsin Inc | ||||||||
| 804 E Juneau Avenue | Milwaukee | WI | 53202 | NONE | PC | To support meal programs | $12,500 | |
| Greater Milwaukee Committee | ||||||||
| 247 Freshwater Way | Milwaukee | WI | 53204 | NONE | PC | To support African American leadership efforts | $25,000 | Suite 400 |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | To support Community Connections Small Grants program | $20,000 | Suite 210 |
| Ho'ola Na Pua | ||||||||
| PO Box 22551 | Honolulu | HI | 96823 | NONE | PC | To support awareness of underage sex trafficking | $50,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To serve as lead agency for ZNI | $150,000 | |
| Milwaukee Christian Center Inc | ||||||||
| 807 S 14th Street | Milwaukee | WI | 53204 | NONE | PC | To support leadership infrastructure | $50,000 | |
| Revitalize Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To implement housing strategy | $50,000 | 221 |
| Revitalize Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To provide free home repairs | $200,000 | 221 |
| Running Rebels | ||||||||
| 1300A W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To support youth programs | $50,000 | |
| Silver Spring Neighborhood Center Inc | ||||||||
| 5640 N 64th Street | Milwaukee | WI | 53218 | NONE | PC | To support job training | $20,000 | |
| Sixteenth Street Community Health Centers | ||||||||
| 1337 S Cesar Chavez Drive | Milwaukee | WI | 53204 | NONE | PC | To support community engagement activities | $25,000 | |
| Sojourner Family Peace Center | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | To support education about violence and trauma | $62,500 | |
| United Neighborhood Center of Milwaukee | ||||||||
| 710 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | To serve as operating partner of ZNI | $100,000 | Suite 740 |
| Young Women's Christian Association of Oahu | ||||||||
| 1040 Richards Street | Honolulu | HI | 96813 | NONE | PC | To support Economic Advancement Programs for women | $50,000 | |
| North Shore Community Land Trust | ||||||||
| PO Box 1179 | Haleiwa | HI | 96712 | NONE | PC | Shane Jackson director grant | $2,500 | |
| Le Jardin Academy | ||||||||
| 917 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | Shane Jackson director grant | $20,000 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | NONE | PC | Mike Mervis director grant | $500 | |
| Make-A-Wish Hawaii | ||||||||
| PO Box 1877 | Honolulu | HI | 96805 | NONE | PC | Melissa Jackson director grant | $10,000 | |
| Honolulu Theatre for Youth | ||||||||
| 1149 Bethel Street | Honolulu | HI | 96813 | NONE | PC | Shane Jackson director grant | $10,000 | Suite 700 |
| Greater Milwaukee Committee | ||||||||
| 247 Freshwater Way | Milwaukee | WI | 53204 | NONE | PC | To support revitalization of neighborhoods | $5,000 | Suite 400 |
| Nativity Jesuit Academy | ||||||||
| 1515 S 29th Street | Milwaukee | WI | 53215 | NONE | PC | Jim Janz director grant | $5,000 | |
| Women's Care Center Foundation | ||||||||
| PO Box 13926 | Milwaukee | WI | 53213 | NONE | PC | Jim Janz director grant | $3,000 | |
| St Anne's Salvatorian Campus | ||||||||
| 3800 N 92nd Street | Milwaukee | WI | 53222 | NONE | PC | Jim Janz director grant | $5,000 | |
| The UWM Foundation | ||||||||
| PO Box 742 | Milwaukee | WI | 53201 | NONE | PC | Steve Chevalier director grant | $25,000 | |
| RCM Community Trust | ||||||||
| 750 N Lincoln Memorial Drive | Milwaukee | WI | 53202 | NONE | PC | Steve Chevalier director grant | $2,250 | Suite 320 |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin Avenue | Milwaukee | WI | 53202 | NONE | PC | Employee match | $62,154 | Suite 600 |
| Martin Luther King Economic Development Corp | ||||||||
| 2745 N Dr Martin Luther King Jr Dri | Milwaukee | WI | 53212 | NONE | PC | To support the Welford Sanders Statue Fund | $2,500 | |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | To support attendance of Chicago summit by alumni | $10,000 | Suite 210 |
| Assets School | ||||||||
| One Ohana Nui Way | Honolulu | HI | 96818 | NONE | PC | Melissa Jackson director grant | $5,000 | |
| Milwaukee Rescue Mission | ||||||||
| 830 N 19th Street | Milwaukee | WI | 53233 | NONE | PC | Employee holiday giving | $1,000 | |
| Hunger Task Force | ||||||||
| 201 S Hawley Court | Milwaukee | WI | 53214 | NONE | PC | Employee holiday giving | $1,000 | |
| Wisconsin Humane Society | ||||||||
| 4500 W Wisconsin Avenue | Milwaukee | WI | 53208 | NONE | PC | Employee holiday giving | $1,000 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | Employee holiday giving | $1,000 | |
| Maui Humane Society | ||||||||
| 1350 Mehameha Loop | Puunene | HI | 96784 | NONE | PC | Employee holiday giving | $1,000 | PO Box 1047 |
| Maui Humane Society | ||||||||
| 1350 Mehameha Loop | Puunene | HI | 96784 | NONE | PC | Employee holiday giving | $1,000 | PO Box 1047 |
| St Jude Children's Research Hospital | ||||||||
| Donor Services | Memphis | TN | 38105 | NONE | PC | Employee holiday giving | $1,000 | 262 Danny Thomas Place |
| St Jude Children's Research Hospital | ||||||||
| Donor Services | Memphis | TN | 38105 | NONE | PC | Employee holiday giving | $1,000 | 262 Danny Thomas Place |
| St Jude Children's Research Hospital | ||||||||
| Donor Services | Memphis | TN | 38105 | NONE | PC | Employee holiday giving | $1,000 | 262 Danny Thomas Place |
| St Jude Children's Research Hospital | ||||||||
| Donor Services | Memphis | TN | 38105 | NONE | PC | Employee holiday giving | $1,000 | 262 Danny Thomas Place |
| The Institute for Human Services Inc | ||||||||
| 546 Kaaahi Street | Honolulu | HI | 96817 | NONE | PC | Director grant designated by Jim Janz | $5,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | To support community programs | $100,000 | |
| Kualoa-He'eia Ecumenical Youth Project | ||||||||
| 47-200 Waihee Road | Kaneohe | HI | 96744 | NONE | PC | To support the 50th Anniversary Collective Sustainability Initiative | $50,000 | |
| Milwaukee Public Library | ||||||||
| 814 W Wisconsin Avenue | Milwaukee | WI | 53233 | NONE | PC | To support visit by Sam Quinones | $10,000 | |
| Jacobs Center for Neighborhood Innovation | ||||||||
| 404 Euclid Avenue | San Diego | CA | 92114 | NONE | PC | To honor the board and staff | $5,000 | |
| Le Jardin Academy | ||||||||
| 917 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | Shane Jackson director grant | $10,000 | |
| Le Jardin Academy | ||||||||
| 917 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | Melissa Jackson director grant | $13,000 | |
| Jesse Lewis Choose Love Movement | ||||||||
| PO Box 605 | Newton | CT | 06470 | NONE | PC | Shane Jackson director grant | $9,711 | |
| Jesse Lewis Choose Love Movement | ||||||||
| PO Box 605 | Newton | CT | 06470 | NONE | PC | Marcy Jackson director grant | $9,711 | |
| Make-A-Wish Hawaii | ||||||||
| PO Box 1877 | Honolulu | HI | 96805 | NONE | PC | Melissa Jackson director grant | $5,000 | |
| Hawaii Education of the ARTS | ||||||||
| 150 Hamakua Street | Kailua | HI | 96734 | NONE | PC | Shane Jackson director grant | $3,000 | Suite 517 |
| Victory Garden Initiative | ||||||||
| 1845 N Farwell Avenue | Milwaukee | WI | 53202 | NONE | PC | To support the Victory Garden BLITZ | $10,000 | |
| USO Wisconsin | ||||||||
| 750 N Lincoln Memorial Drive | Milwaukee | WI | 53202 | NONE | PC | To support general operations | $5,000 | Suite 407 |
| St Joan Antida High School | ||||||||
| 1341 N Cass Street | Milwaukee | WI | 53202 | NONE | PC | Mike Mervis director grant | $5,000 | |
| The Historic Cocoa Village Playhouse | ||||||||
| 300 Brevard Avenue | Cocoa | FL | 32922 | NONE | PC | Mike Mervis director grant | $10,000 | |
| Hawaii Public Television Foundation | ||||||||
| 2350 Dole Street | Honolulu | HI | 96822 | NONE | PC | Marilyn Zilber director grant | $2,500 | |
| Guest House of Milwaukee | ||||||||
| 1216 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | To support workshop speaker | $5,000 | |
| Wisconsin World Affairs Council | ||||||||
| 10600 W Mitchell Street | West Allis | WI | 53214 | NONE | PC | Steve Chevalier director grant | $12,500 | |
| Ceeds of Peace | ||||||||
| PO Box 235696 | Honolulu | HI | 96823 | NONE | PC | Shane Jackson director grant | $21,000 | |
| Walnut Way | ||||||||
| 1836 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | To support Leadership Advanced program | $5,100 | |
| The Nicole Ellis Foundation | ||||||||
| PO Box 569 | South Holland | IL | 60473 | NONE | PC | Jim Janz director grant | $500 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | Jim Janz director grant | $5,000 | |
| Red Cloud Indian School | ||||||||
| 100 Mission Drive | Pine Ridge | SD | 57770 | NONE | PC | Jim Janz director grant | $5,000 | |
| RiverEdge Nature Center | ||||||||
| 4458 Cty Hwy Y | Saukville | WI | 53080 | NONE | PC | To support general operations | $10,000 | |
| Make-A-Wish Hawaii | ||||||||
| PO Box 1877 | Honolulu | HI | 96805 | NONE | PC | Melissa Jackson director grant | $25,000 | |
| Windward Choral Society | ||||||||
| 202 Aiokoa Street | Kailua | HI | 96734 | NONE | PC | Marcy Jackson director grant | $10,000 | |
| Still Waters Collective Corporation | ||||||||
| 300 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | To support film about Milwaukee neighborhoods | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,855,290 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | To support homeownership opportunities | $100,000 | |
| Community Warehouse | ||||||||
| 521 S 9th Street | Milwaukee | WI | 53204 | NONE | PC | To provide affordable building materials | $75,000 | |
| Hale Kipa Inc | ||||||||
| 615 Piikoi Street | Honolulu | HI | 96814 | NONE | PC | To support A New Home for Hale Kipa campaign | $200,000 | Suite 203 |
| Literacy Services of Wisconsin Inc | ||||||||
| 555 N Plankinton Avenue | Milwaukee | WI | 53203 | NONE | PC | To support workforce development skills | $40,000 | |
| Next Door Foundation Inc | ||||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | NONE | PC | To support professional development for early childhood educators | $50,000 | |
| Nia Imani Family Inc | ||||||||
| 1325 N 25th Street | Milwaukee | WI | 53205 | NONE | PC | To support transitional housing | $30,000 | |
| Clarke Square Neighborhood Initiative | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To serve as lead agency for ZNI | $300,000 | |
| Dominican Center for Women | ||||||||
| 2470 W Locust Street | Milwaukee | WI | 53203 | NONE | PC | To support revitalization of neighborhoods | $75,000 | |
| Feeding America Eastern Wisconsin Inc | ||||||||
| 1700 W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To increase access to healthy foods | $25,000 | |
| Gathering of Southeast Wisconsin Inc | ||||||||
| 804 E Juneau Avenue | Milwaukee | WI | 53202 | NONE | PC | To support meal programs | $12,500 | |
| Greater Milwaukee Committee | ||||||||
| 247 Freshwater Way | Milwaukee | WI | 53204 | NONE | PC | To support African American leadership efforts | $25,000 | Suite 400 |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | To support Community Connections Small Grants program | $20,000 | Suite 210 |
| Ho'ola Na Pua | ||||||||
| PO Box 22551 | Honolulu | HI | 96823 | NONE | PC | To support awareness of underage sex trafficking | $50,000 | |
| Journey House | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To support multiple capital improvements | $250,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To support renovations at Burnham Park | $200,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Boulevard | Milwaukee | WI | 53215 | NONE | PC | To serve as lead agency for ZNI | $450,000 | |
| Revitalize Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To implement housing strategy | $50,000 | 221 |
| Revitalize Milwaukee | ||||||||
| 700 W Virginia Street | Milwaukee | WI | 53204 | NONE | PC | To provide free home repairs | $200,000 | 221 |
| Running Rebels | ||||||||
| 1300A W Fond du Lac Avenue | Milwaukee | WI | 53205 | NONE | PC | To support youth programs | $150,000 | |
| Sixteenth Street Community Health Centers | ||||||||
| 1337 S Cesar Chavez Drive | Milwaukee | WI | 53204 | NONE | PC | To support community engagement activities | $25,000 | |
| Sojourner Family Peace Center | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | To support education about violence and trauma | $187,500 | |
| United Neighborhood Center of Milwaukee | ||||||||
| 710 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | To serve as operating partner of ZNI | $100,000 | Suite 740 |
| Young Women's Christian Association of Oahu | ||||||||
| 1040 Richards Street | Honolulu | HI | 96813 | NONE | PC | To support Economic Advancement Programs for women | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,665,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,156,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,161,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH ENTITY DISTRIBUTIONS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,323,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,323,541 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $60,778 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $64,825 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $17,327,589 | EOYBookValueAmt |
| EOYFMV | $17,327,589 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $46,197,674 | EOYBookValueAmt |
| EOYFMV | $46,197,674 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,189,176 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,189,176 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $120,949,728 | BookValueAmt |
| EOYFMV | $120,949,728 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $41,061 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON MARKETABLE SECURITIES | Desc |
| Amt | $12,141 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $7,610 | $0 | $0 | $7,610 |
| OFFICE | $4,173 | $2,863 | ||
| SOFTWARE CONTRACT | $3,025 | $3,025 | ||
| DELIVERY | $1,193 | $1,193 | ||
| GENERAL | $403 | $403 | ||
| PROMOTIONAL MATERIAL | $216 | $216 | ||
| MISCELLANEOUS | $7,198 | $4,461 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BROKER DISTRIBUTIONS | $5,814 | $0 | |
| BRISTOL INVESTMENT, L.P. | $2,691,033 | ||
| WESTHILL-DEKALB LIMITED PARTNERSHIP | $85,091 | ||
| TOWNE REALTY CO. | $63,709 | ||
| LINCOLN TOWER UNIT 1 LLC | $622 | ||
| PHILLIPS 66 PARTNERS | -$2 | ||
| POWERSHARES DB COMMODITY INDEX TRACKING | -$1,580 | ||
| JJZ FAMILY INVESTMENTS LLC | -$16,673 | ||
| WINCHESETER VILLAGE LIMITED PARTNERSHIP | -$20,194 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN REAL ESTATE & OTHER INVESTMENT | Desc |
| Amt | $8,473,324 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREWERY PARKING STRUCTURE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $4,500,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $294,713 | $294,248 | $0 | |
| PROGRAM EVALUATIONS | $183,900 | $183,900 | ||
| APPRAISALS | $36,995 | $32,824 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXCISE TAX | $147,753 | $0 | $0 | |
| UNRELATED BUSINESS TAX | $10,000 | $7,500 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| BREWERY PROJECT LLC | ||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | 263980530 | CONTROLLED ENTITY | $0 |
| JJZ FAMILY INVESTMENT LLC | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 391895680 | CASH DISTRIBUTION | $298,408 |
| TOWNE REALTY CO | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 396106777 | CAPITAL CONTRIBUTION | $570,000 |
| ZILBER LTD | ||||||
| 710 N Plankinton Ave Suite 1200 | MILWAUKEE | WI | 53203 | 391472959 | DIVIDEND RECEIVED | $9,856,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,724,585 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWNE REALTY CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396106777 | EIN |
| Desc | Cash Distribution | Desc |
| Amt | $74,357 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,357 | TotalAmt |
Comments