JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-20
- IRS object ID
- 201840519349100004
- Schema version
- 2016v3.1
- 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
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-20T11:38:05-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | JOSE | 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 | 2018-03-01 | 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 | 38.140.145.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39521220180515000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-02-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 29CF1EC9B845D6AA1B9CA3DF3B3D3C50C491087D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3AB75849B5E7A99F8C501203FBEC254C1B29F256 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $184,959,199 | 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 | $25,675 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,908,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,655,885 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,391,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,884,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,650,284 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,152 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$146,578 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,330,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,159,591 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $97,924 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $97,924 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $537,194 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $531,280 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $108,738 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $110,977 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,392 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,029 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,156 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $70,592 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $271,847 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $282,833 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,373 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $278 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $22,314 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,051 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $325 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $325 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,230,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $315,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $877,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,098,482 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,740,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,328,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $315,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,617,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,998,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,844,385 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,589,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,393,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,393,267 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $20,335 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $20,335 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,335 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,359,942 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,465,713 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,359,942 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,359,942 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $654 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $502 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $502 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,053,608 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,835,384 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,835,384 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,445,493 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,361,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,361,465 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,740,524 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,960,673 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,960,673 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $122,784,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,025,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,025,923 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $345 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $733 | LandBOYAmt |
| Land EOY | $1,708 | LandEOYAmt |
| Land EOYFMV | $1,708 | LandEOYFMVAmt |
| Total Assets BOY | $188,080,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $184,959,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,959,199 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $122,891 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $108,371 | AccountsPayableEOYAmt |
| Grants Payable BOY | $12,989,177 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,347,585 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,129 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,114,197 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,455,956 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $174,966,056 | UnrestrictedBOYAmt |
| Unrestricted EOY | $172,503,243 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $174,966,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $172,503,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,080,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $184,959,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $174,966,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,998,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,738,363 | OtherIncreasesAmt |
| Subtotal | $173,706,334 | SubtotalAmt |
| Other Decreases | $1,203,091 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $172,503,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ROBERT E BAIRD | D | $2,399,298 | $2,424,680 | -$25,382 | -$25,382 |
| PERSHING | D | $9,180,849 | $8,769,122 | $411,727 | $411,727 |
| RBC DAIN | D | $2,134,427 | $2,340,082 | -$139,814 | -$205,655 |
| JP MORGAN - 7002 | D | $26,018,790 | $21,783,148 | $4,235,642 | $4,235,642 |
| JP MORGAN - 7004 | D | $2,013,658 | $2,112,673 | -$99,015 | -$99,015 |
| JP MORGAN - 1008 | D | $3,910,368 | $3,870,235 | $40,133 | $40,133 |
| CAPITAL GAIN DISTRIBUTIONS | D | $692 | $692 | $692 | |
| 8939 ADJUSTMENTS | D | $33,462 | $33,462 | $33,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,650,284 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,172,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $201,052,584 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,267,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,003,345 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,301,877 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,884,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,498,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,738,888 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041918 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $84,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011864 | DistributionYr5Rt |
| Total Distribution | 0.210006 | TotalDistributionRt |
| Average Distribution | 0.042001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $182,537,235 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,666,746 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $108,444 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,775,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,617,643 | 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 | $108,444 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $108,444 | SubtotalAmt |
| Tax Based On Investment Income | $108,444 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150,820 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $150,820 | TotalPaymentsAndCreditsAmt |
| Overpayment | $42,376 | OverpaymentAmt |
| Applied To ES Tax | $42,376 | 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 | MILWAUKEE | WI | 53203 | PRESIDENT/DIRECTOR | 5.0 | $20,000 | $0 | $1,176 |
| MARILYN ZILBER | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $276 |
| SHANE M JACKSON | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $276 |
| MELISSA S A JACKSON | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $1,230 |
| JAMES F JANZ | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | VICE PRESIDENT/DIRECTOR | 5.0 | $20,000 | $0 | $1,089 |
| STEPHAN J CHEVALIER | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | SECRETARY/TREASURER/DIRECTOR | 10.0 | $5,000 | $0 | $3,896 |
| MICHAEL P MERVIS | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 5.0 | $20,000 | $0 | $4,705 |
| JOHN K TSUI | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $5,000 | $0 | $276 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|
| SUSAN LLOYD | |||||||
| 710 N PLANKITON AVE | MILWAUKEE | WI | 53203 | EXECUTIVE DIRECTOR | 40.0 | $285,000 | $25,044 |
| ERIN FREDERICK | |||||||
| 710 N PLANKITON AVE | MILWAUKEE | WI | 53202 | SR. PROGRAM OFFICER | 40.0 | $101,323 | $23,828 |
| GINA STILP | |||||||
| 710 N PLANKITON AVE | MILWAUKEE | WI | 53202 | SR. PROGRAM OFFICER | 40.0 | $93,612 | $9,971 |
| 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 | $65,309,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $119,574,413 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $185,316,990 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $185,316,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,779,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $182,537,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,126,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,126,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $108,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $108,444 | TotalTaxAmt |
| Distributable Before Adj | $9,018,418 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,018,418 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,018,418 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,617,643 | 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 | $11,617,643 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $108,444 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,509,199 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,018,418 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,545,976 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,617,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,545,976 | AppliedToYear1Amt |
| Applied To Current Year | $9,018,418 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,053,249 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,053,249 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,053,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,053,249 | 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. 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, WORKSHOPS, INDIVIDUAL SCHOLARSHIPS, FELLOWSHIPS, LOANS OR TRAVEL, SECTARIAN RELIGIOUS CONCERNS, ATHLETIC EVENTS, FILM OR MEDIA 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT 19 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT 19 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANTS PAID IN CURRENT YEAR - SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE STE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO PROVIDE OPERATING SUPPORT AND OTHER SUPPORT FOR PROGRAM ACTIVITIES | GrantOrContributionPurposeTxt |
| Amt | $10,740,074 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,740,074 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANTS APPROVED FOR FUTURE PAYMENT - See Attached | BusinessNameLine1Txt |
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 Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO PROVIDE OPERATING SUPPORT AND OTHER SUPPORT FOR PROGRAM ACTIVITIES | GrantOrContributionPurposeTxt |
| Amt | $5,620,045 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,620,045 | 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 | $2,908,044 | 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 | $4,391,604 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASSTHROUGH ENTITY DISTRIBUTIONS | 18 | $4,937 |
| SECURITIES LITIGATION | 18 | $215 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,304,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,304,800 | 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 | JJZ VOLUNTARY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $25,675 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $66,156 | Amt |
| Disbursements Charitable Prps | $70,592 | 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 | $16,960,673 | EOYBookValueAmt |
| EOYFMV | $16,960,673 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $40,361,465 | EOYBookValueAmt |
| EOYFMV | $40,361,465 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,835,384 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,835,384 | 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 | $115,025,923 | BookValueAmt |
| EOYFMV | $115,025,923 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,392 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,029 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGES IN REAL ESTATE & OTHER INVEST. | Desc |
| Amt | $1,203,091 | 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 | $10,465 | $0 | $0 | $10,465 |
| DATA PROCESSING/WEB HOSTING | $3,375 | $3,375 | ||
| DELIVERY | $968 | $968 | ||
| OFFICE | $8,709 | $8,602 | ||
| PROMOTIONAL MATERIALS | $591 | $591 | ||
| GENERAL | $189 | $189 | ||
| MISCELLANEOUS | $10,200 | $10,201 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER DISTRIBUTIONS | $4,937 | |
| SECURITIES LITIGATION RECEIPT | $215 | $215 |
| WESTHILL-DEKALB LIMITED PARTNERSHIP | $95,657 | |
| ATLAS RESOURCE PARTNERS, LP | $2,550 | |
| POWERSHARES DB COMMODITY INDEX TRACKING | $1,873 | |
| BRISTOL INVESTMENT, L.P. | $1,623 | |
| LINCOLN TOWER UNIT 1 LLC | $639 | |
| PHILLIPS 66 PARTNERS | -$3 | |
| AMERICA FIRST MULTIFAMILY INVESTORS, LP | -$47 | |
| CRESTWOOD EQUITY PARTNERS LP | -$656 | |
| WINCHESETER VILLAGE LIMITED PARTNERSHIP | -$5,780 | |
| MEMORIAL PRODUCTION PARTNERS LP | -$13,043 | |
| TOWNE REALTY CO. | -$26,112 | |
| JJZ FAMILY INVESTMENTS LLC | -$47,746 | |
| KONA BUSINESS PARK | -$155,748 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MKT SEC | Desc |
| Amt | $2,738,363 | 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 | $4,359,942 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| APPRAISALS | $57,695 | $69,185 | $0 | $0 |
| INVESTMENT FEES | $214,152 | $213,648 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXCISE TAX | $73,035 | $0 | $0 | |
| UNRELATED BUSINESS TAX | $10,000 | $31,995 | ||
| FOREIGN TAX EXPENSE | $378 | $378 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| 105111 LLC | ||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | 264020823 | CASH DISTRIBUTION | $13,500 |
| BREWERY PROJECT LLC | ||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | 263980530 | CONTROLLED ENTITY | $0 |
| BRISTOL INVESTMENT LIMITED PARTNERSHIP | ||||||
| 2905 NORTHWEST BLVD SUITE 150 | PLYMOUTH | MN | 55441 | 411674235 | SALE OF PROPERTY | $2,200,000 |
| JJZ FAMILY INVESTMENT LLC | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 391895680 | CASH DISTRIBUTION | $603,429 |
| TOWNE REALTY CO | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 396106777 | CASH DISTRIBUTION | $82,679 |
| ZILBER LTD | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 391472959 | Dividend Received | $4,928,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,827,667 | TotalAmt |
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