JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-26
IRS object ID
202630579349100413
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-26T12:10:10-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391210538PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCRIBNER COHEN AND COMPANY SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1756 NORTH MILWAUKEE ST 300AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN392076346EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH AND VERA ZILBER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone4142742447PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1710 N PLANKINTON AVE SUITE 800AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK MADIGANPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4142742447PhoneNum
Signature2026-02-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY K MILLER CPAPreparerPersonNm
PTINP00562808PTIN
Phone4142711700PhoneNum
Preparation2026-02-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$422,285,700FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,799,373DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,920,602DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,460,011NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,027,796GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,404,403CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$17,575OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$966,499OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$23,276,959TotalRevAndExpnssAmt
Total Net Invst Incm$25,291,504TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$206,250CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$237,426CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$895,059OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$952,270OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$212,951PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$244,360PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$488LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$488LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$85,513AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$85,513AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$858,043OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$529,291OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$320,936OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$327,479TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$14,717DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$175,731TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$143,268TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$22,691PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$22,874PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$111,214OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$110,894OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,910,136TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$529,291TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,118,029TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,059,737ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,783,762ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,969,873TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$529,291TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,901,791TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,307,086ExcessRevenueOverExpensesAmt
Net Investment Income$24,762,213NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,037,402SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,386,358SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,386,358SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$29,822AcctRcvblAmt
Acct Rcvbl BOY$2,302AcctRcvblBOYAmt
Acct Rcvbl EOY$29,822AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$29,822AcctRcvblEOYFMVAmt
US Government Obligations BOY$147,882USGovernmentObligationsBOYAmt
US Government Obligations EOY$149,980USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$149,980USGovtObligationsEOYFMVAmt
Corporate Stock BOY$80,020,216CorporateStockBOYAmt
Corporate Stock EOY$88,420,413CorporateStockEOYAmt
Corporate Stock EOYFMV$88,420,413CorporateStockEOYFMVAmt
Corporate Bonds BOY$39,025,057CorporateBondsBOYAmt
Corporate Bonds EOY$42,933,934CorporateBondsEOYAmt
Corporate Bonds EOYFMV$42,933,934CorporateBondsEOYFMVAmt
Other Investments BOY$262,677,842OtherInvestmentsBOYAmt
Other Investments EOY$279,951,894OtherInvestmentsEOYAmt
Other Investments EOYFMV$279,951,894OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$111,836LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$48,537LandBldgEquipAccumDeprecAmt
Land BOY$56,103LandBOYAmt
Land EOY$63,299LandEOYAmt
Land EOYFMV$63,299LandEOYFMVAmt
Other Assets BOY$100,000OtherAssetsBOYAmt
Other Assets EOY$350,000OtherAssetsEOYAmt
Other Assets EOYFMV$350,000OtherAssetsEOYFMVAmt
Total Assets BOY$396,066,804TotalAssetsBOYAmt
Total Assets EOY$422,285,700TotalAssetsEOYAmt
Total Assets EOYFMV$422,285,700TotalAssetsEOYFMVAmt
Accounts Payable BOY$107,872AccountsPayableBOYAmt
Accounts Payable EOY$50,685AccountsPayableEOYAmt
Grants Payable BOY$22,177,473GrantsPayableBOYAmt
Grants Payable EOY$19,453,448GrantsPayableEOYAmt
Other Liabilities BOY$160,816OtherLiabilitiesBOYAmt
Other Liabilities EOY$138,623OtherLiabilitiesEOYAmt
Total Liabilities BOY$22,446,161TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,642,756TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$373,620,643NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$402,642,944NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$373,620,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$402,642,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$396,066,804TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$422,285,700TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$373,620,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,307,086ExcessRevenueOverExpensesAmt
Other Increases$24,715,215OtherIncreasesAmt
Subtotal$402,642,944SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$402,642,944TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING - 1484P$13,332,991$9,503,462$3,829,529$3,829,529
JPM - 7002P$61,828$60,892$936$936
JPM - 5007P$8,632,977$8,003,431$629,546$629,546
BREWERY PROJECT LLCP$637,034$637,034$637,034
PLEIAD ASIA OFFSHOREP$646,319$625,000$21,319$21,319
PROSHARES EUROP$43,820-$43,820-$43,820
WELLINGTON TRUST COMPANYP$329,430$329,430$329,430
TRUEBRIDGE CAPITAL PARTNERS FUND VIIP$249$249$249
NEW MOUNTAIN PARTNERS VII, L.P.P$180$180$180
FieldValueIRS element (for citing)
Capital Gain Net Income$5,404,403CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$344,195InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$344,195SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$344,195TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$364,366EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$364,366TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$56EsPenaltyAmt
Overpayment$20,115OverpaymentAmt
Applied To ES Tax$20,115AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ZILBERFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJOEL J FIRKUSIndividualWithBooksNm
Phone4142742447PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1710 N PLANKINTON AVE SUITE 1200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARCY C JACKSON
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203PRESIDENT/DIRECTOR2.00$25,000$0$12,365
MARILYN ZILBER
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203DIRECTOR2.00$25,000$0$0
SHANE M JACKSON
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203TREASURER/DIRECTOR2.00$25,000$0$0
MELISSA S A JACKSON
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203DIRECTOR2.00$25,000$0$2,716
JAMES F JANZ
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203DIRECTOR2.00$6,250$0$0
PAUL TILLEMAN
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203DIRECTOR2.00$25,000$0$3,883
MARK MADIGAN
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203SECRETARY/VP DIRECTOR2.00$25,000$0$5,397
JULIANNE KAUFMANN
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203DIRECTOR2.00$25,000$0$3,971
LASHARELE BORG
710 N PLANKINTON AVE SUITE 800MILWAUKEEWI53203DIRECTOR2.00$25,000$0$2,845

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
LIANNA BISHOP
710 N PLANKINTON AVE STE 800MILWAUKEEWI53203EXECUTIVE DIRECTOR40.00$205,208$24,519$1,777
GINA STILP
710 N PLANKINTON AVE STE 800MILWAUKEEWI53203EXECUTIVE DIRECTOR40.00$211,321$5,096$6,955
ERIN FREDERICK
710 N PLANKINTON AVE STE 800MILWAUKEEWI53203SECTOR SUPPORTS DIRE40.00$148,983$28,305$6,499
DEMETRIA SMITH
710 N PLANKINTON AVE STE 800MILWAUKEEWI53203PROGRAM DIRECTOR40.00$144,688$27,769$1,489
YALANDA LUDTKE
710 N PLANKINTON AVE STE 800MILWAUKEEWI53203PROGRAM OFFICER40.00$115,000$0$1,805
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FIDUCIENT ADVISORS
PO BOX 856577MINNEAPOLISMN554856577INVESTMENT MANAGEMENT$293,018
AR SCHMEIDLER & CO INC
500 5TH AVENEW YORKNY10110INVESTMENT MANAGEMENT$191,937
MUELLER COMMUNICATIONS
108 E PLEASANT STMILWAUKEEWI53212COMMUNICATIONS$124,187
RISK ALTERNATIVES
118 DAFFODIL LANEMADISONWI53714ORGANIZATION DEVELOPMENT$56,878
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1WISCONSIN PRESERVATION FUNDDescription1Txt
Expenses1$250,000Expenses1Amt
Total$250,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$135,193,810AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$468,528AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$262,833,664FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$398,496,002TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$398,496,002AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,977,440CashDeemedCharitableAmt
Net Vl Noncharitable Assets$392,518,562NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,625,928MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,625,928MinimumInvestmentReturnAmt
Tax Based On Investment Income$344,195TaxBasedOnInvestmentIncomeAmt
Total Tax$344,195TotalTaxAmt
Distributable Before Adj$19,281,733DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,281,733DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,281,733DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,901,791ExpensesAndContributionsAmt
Program Related Invst Total$250,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,151,791QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,281,733DistributableAsAdjustedAmt
Undistributed Income PY$1,847,350UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$21,151,791QualifyingDistributionsAmt
Applied To Year1$1,847,350AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,281,733AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,708RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$22,708TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$22,708ExcessDistriCyovToNextYrAmt
Excess From Current Year$22,708ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH VERA ZILBER CHARITABLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1710 N PLANKINTON AVE SUITE 1200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53203ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4142742447RecipientPhoneNum
Recipient Email AddressINFO@ZILBERFAMILYFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsGRANTSEEKERS ARE ENCOURAGED TO CONTACT THE FOUNDATION AT INFO@ZILBERFAMILYFOUNDATION.ORG WITH A ONE-PAGE LETTER OF INQUIRY BEFORE PREPARING A PROPOSAL.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsGIVEN 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 (319 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CLARKE SQARE NEIGHBORHOOD INITIATIVE
PO BOX 210141MILWAUKEEWI53221NONEPCCOMMUNITY DEVELOPMENT$200,000
CASTLE MEDICAL CENTER DBA ADVENTIST HEALTH CASTLE
640 ULUKAHIKI STREETKAILUAHI96734NONEPCHEALTH & WELLNESS$125,000
IHS THE INSTITUTE FOR HUMAN SERVICES
546 KAAAHI STREETHONOLULUHI96817NONEPCHOMELESSNESS$50,000
UWM FOUNDATION
1440 EAST NORTH AVENUEMILWAUKEEWI53202NONEPCUWM ZILBER COLLEGE OF PUBLIC HEALTH$3,500,000
DATA YOU CAN USE
PO BOX 511700MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$108,000
FONDY FOOD CENTER
5305 W CAPITOL DRIVEMILWAUKEEWI53216NONEPCSUPPORT FONDY STAFF & MISSION$100,000
JOURNEY HOUSE
2110 WEST SCOTT STREETMILWAUKEEWI53204NONEPCTHRIVE FINANCIAL & BRIDGES CENTER$75,000
MILWAUKEE CENTER FOR INDEPENDENCE FOUNDATION
2020 W WELLS STREETMILWAUKEEWI53233NONEPCLEVEL UP TRAINING$81,000
MILWAUKEE HABITAT FOR HUMANITY
3726 N BOOTH STREETMILWAUKEEWI53212NONEPCHOME CONSTRUCTION AND REPAIRS$225,000
SAFE & SOUND
4422 W LEON TERRACEMILWAUKEEWI53216NONEPCEMPOWERING ECONOMIC DEVELOPMENT$75,000
CATHEDRAL CENTER INC
710 N PLANKINTON AVENUE SUITE 803MILWAUKEEWI53203NONEPCEMERGENCY SHELTER FOR WOMEN AND FAMILIES$54,000
JOURNEY HOUSE
2110 WEST SCOTT STREETMILWAUKEEWI53204NONEPCCAPACITY/GENERAL OPERATING$162,500
META HOUSE
2625 N WEIL STMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$54,000
LE JARDIN ACADEMY
917 KALANIANAOLE HWYKAILUAHI96734NONEPCLET'S BUILD ON THIS CAMPAIGN$500,000
RESIDENTIAL YOUTH SERVICES AND EMPOWERMENT (RYSE)
PO BOX 11662HONOLULUHI96828NONEPCEMERGENCY SHELTER & DROP IN SERVICES$27,500
YWCA OF OAHU
1040 RICHARDS STREETHONOLULUHI96813NONEPCGENERAL OPERATIONS$54,000
HABILITAT INC
45-035 KUHONU PLACEKANEOHEHI96744NONEPCE OLA HOU ANA: COMING BACK TO LIVE$30,000
HALE KIPA
91-2128 OLD FORT WEAVER ROADEWA BEACHHI96706NONEPCYOUTH OUTREACH PROGRAM & SERVICES$27,500
MENTAL HEALTH AMERICA OF HAWAII
1136 UNION MALL SUITE 208HONOLULUHI96813NONEPCMENTAL HEALTH SUPPORT PROGRAMMING$43,000
PARENTS AND CHILDREN TOGETHER
1300 HALONA STREETHONOLULUHI96817NONEPCSTRENGTHENING PACTS FISCAL CAPACITY$27,500
CROSS LUTHERAN CHURCH
1821 N 16TH STREETMILWAUKEEWI53205NONEPCCROSS COMMUNITY PROGRAMS$54,000
STREET ANGELS INC
PO BOX 342435MILWAUKEEWI53234NONEPCHOMELESS OUTREACH$25,000
THE BRIDGE PROJECT
515 CANAL ST SUITE 1CNEW YORK CITYNY10013NONEPCMILWAUKEE CASH TRANSFER PROGRAM$562,500
CESAR CHAVEZ DRIVE BID #38
1518 S 32ND STREETMILWAUKEEWI53215NONEPCGENERAL OPERATIONS$32,500
COMMUNITY ADVOCATES
728 N JAMES LOVELL STMILWAUKEEWI53233NONEPCHOUSING ADVANCEMENT PROJECT$108,000
COMMUNITY DEVELOPMENT ALLIANCE
3800 W LISBON AVE SUITE 210MILWAUKEEWI53208NONEPCCDA KING PARK SCATTERED SITES MKE$500,000
JOBSWORK MKE INC
PO BOX 12360 2821 N VEL R PHILLIPSMILWAUKEEWI53212NONEPCTRANSFORMING LIVES THROUGH CAREERS$54,000AVE SUITE 300
LATINO ENTREPRENEURIAL NETWORK INCORPORATED
530 S 11TH STREET SUITE 300BMILWAUKEEWI53204NONEPCB.E.S.T. HUB$32,500
LEGAL ACTION OF WISCONSIN
633 W WISCONSIN AVE STE 2000MILWAUKEEWI53203NONEPCZNI HOUSING REPRESENTATION$50,000
METRO MILWAUKEE MEDIATION SERVICES
PO BOX 633MILWAUKEEWI532010633NONEPCHOUSING MEDIATION PROGRAMS$60,000
REVITALIZE MILWAUKEE
840 N DOCTOR MLK JR DR SUITE 600MILWAUKEEWI53203NONEPCHEALTHY HOMES FOR MILWAUKEE$300,000
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCHOME IMROVEMENT MATCHING$75,000
CASTLE MEDICAL CENTER DBA ADVENTIST HEALTH CASTLE
640 ULUKAHIKI STREETKAILUAHI96734NONEPCVERA ZILBER BIRTH CENTER RENOVATION$260,000
CAPUCHIN COMMUNITY SERVICES
930 W STATE STREETMILWAUKEEWI53233NONEPCST. BEN'S COMMUNITY MEAL$54,000
GREATER MILWAUKEE FOUNDATION
101 W PLEASANT STREET SUITE 210MILWAUKEEWI53212NONEPCCOMMUNITY CONNECTIONS SMALL GRANTS PROGRAM$20,000
COMMUNITY DEVELOPMENT ALLIANCE
3800 W LISBON AVE SUITE 210MILWAUKEEWI53208NONEPCGENERAL OPERATIONS$100,000
GREATER MILWAUKEE FOUNDATION
101 W PLEASANT STREET SUITE 210MILWAUKEEWI53212NONEPCNONPROFIT MANAGEMENT FUND$40,000
HAWAI'I ALLIANCE OF NONPROFIT ORGANIZATION (HANO)
HANO 1020 SOUTH BERETANIA STREETHONOLULUHI96814NONEPCSTATE OF THE NONPROFIT SECTOR REPORT$20,0002ND FL
HAWAI'I PEOPLE'S FUND
PO BOX 4163HONOLULUHI96812NONEPCGENERAL OPERATIONS$25,000
FUNDER HUI
5274 HALAPEPE STREETHONOLULUHI96821NONEPCGENERAL OPERATIONS$27,000
LEGAL AID SOCIETY OF MILWAUKEE
728 N JAMES LOVELL ST FL NMILWAUKEEWI53233NONEPCCOMMUNITY REDEVELOPMENT INITIATIVE$54,000
MAKE-A-WISH HAWAII
900 FORT STREET MALL 1200HONOLULUHI96813NONEPCGENERAL OPERATIONS$54,000
METROPOLITAN MILWAUKEE FAIR HOUSING COUNCIL
759 N MILWAUKEE STREET SUITE 500MILWAUKEEWI53202NONEPCFAIR LENDING PROGRAM$40,000
MILWAUKEE COMMUNITY LAND TRUST LTD
PO BOX 510781MILWAUKEEWI532030131NONEPCAFFORDABLE HOMEOWNERSHIP FOREVER$150,000
SERENITY INNS
2825 W BROWN STMILWAUKEEWI53208NONEPCGENERAL OPERATIONS$25,000
TRANSCENTER FOR YOUTH
1749 N 16TH STMILWAUKEEWI53205NONEPCNEWLINE COMMUNITY CAF$50,000
UNITED COMMUNITY CENTER
1028 S 9TH STMILWAUKEEWI53204NONEPCNEIGHBORHOOD DEVELOPMENT PROGRAM$100,000
URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN (UEDA)
1915 N DR MARTIN LUTHER KING JRMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$80,000DRIVE SUITE 260
VISITING NURSE ASSOCIATION OF WISCONSIN INC
ATTN GRANT ACCOUNTANT 750 WMILWAUKEEWI53204NONEPCAURORA ZILBER FAMILY HOSPICE$75,000VIRGINIA ST PO BOX 341880
WAIKIKI HEALTH
277 OHUA AVENUEHONOLULUHI96815NONEPCREDUCING HOMELESSNESS$25,000
WISCONSIN PHILANTHROPY NETWORK
790 N MILWAUKEE STREET SUITE 324MILWAUKEEWI53202NONEPCGENERAL OPERATIONS$35,000
FOCUSING PHILANTHROPY
1637 16TH STREETSANTA MONICACA90404NONEPCINCREASING VISION CARE ACCESS$108,000
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 W VINE STMILWAUKEEWI53212NONEPCCAMPAIGN YEAR$75,973
ACTS HOUSING
270 E KILBOURN AVEMILWAUKEEWI53202NONEPCGENERAL OPERATIONS$2,500
CITY THREAD
1550 LARIMER ST STE 863DENVERCO802021602NONEPCGENERAL OPERATIONS$10,000
MILWAUKEE FILM
1037 WEST MCKINLEY AVE SUITE 200MILWAUKEEWI53205NONEPCGENERAL OPERATIONS$10,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI96828NONEPCGENERAL OPERATIONS$10,000
THE BRIDGE PROJECT
515 CANAL ST SUITE 1CNEW YORK CITYNY10013NONEPCGENERAL OPERATIONS$50,000
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCGENERAL OPERATIONS$2,500
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCGENERAL OPERATIONS$2,500
MILWAUKEE COMMUNITY LAND TRUST LTD
PO BOX 510781MILWAUKEEWI532030131NONEPCGENERAL OPERATIONS$2,500
ROOTED & RISING WASHINGTON PARK
3940 W LISBON AVEMILWAUKEEWI53208NONEPCGENERAL OPERATIONS$2,500
CATHEDRAL CENTER INC
710 N PLANKINTON AVENUE SUITE 803MILWAUKEEWI53203NONEPCEMERGENCY SHELTER FOR WOMEN AND FAMILIES$100,000
AFRICAN AMERICAN LEADERSHIP ALLIANCE MILWAUKEE
275 W WISCONSIN AVE SUITE 220MILWAUKEEWI53203NONEPCORGANIZATIONAL DEVELOPMENT$50,000
ACTS HOUSING
270 E KILBOURN AVEMILWAUKEEWI53202NONEPCHOMEOWNERSHIP PROGRAM$108,000
COMMUNITY WATER SERVICES
1836 W FOND DU LAC AVENUEMILWAUKEEWI53205NONEPCSAFE WATER FROM THE TAP$40,000
FORWARD COMMUNITY INVESTMENTS
2352 SOUTH PARK STREET SUITE 326MADISONWI53713NONEPCACCESS TO CAPITAL SUPPORT$54,000
GUEST HOUSE OF MILWAUKEE
1216 N 13TH STREETMILWAUKEEWI53205NONEPCTO OVERCOME THE ROOT CAUSES OF HOMELESSNESS$189,000
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823NONEPCCONTINUUM OF CARE TO END SEX TRAFFICKING$50,000
HOUSING RESOURCES INC
7830 W BURLEIGH STMILWAUKEEWI53222NONEPCHOMEBUYER EDUCATION & COUNSELING$108,000
LEGAL ACTION OF WISCONSIN
633 W WISCONSIN AVE STE 2000MILWAUKEEWI53203NONEPCREPAIRING ADVERSE CONDITIONS FOR TENANTS$75,000
NEU-LIFE COMMUNITY DEVELOPMENT
2014 W NORTH AVEMILWAUKEEWI53205NONEPCCAPACITY BUILDING OPERATING SUPPORT$100,000
PENFIELD CHILDRENS CENTER
833 NORTH 26TH STREETMILWAUKEEWI53233NONEPCBEHAVIOR CLINIC$50,000
REAGAN HIGH SCHOOL ARTS PARTNERSHIP
PO BOX 342782MILWAUKEEWI53234NONEPCGENERAL OPERATIONS$5,000
THE REDRESS MOVEMENT
4315 50TH STREET NW SUITE 100 7477WASHINGTON DCDC20016NONEPCMILWAUKEES REDRESS MOVEMENT$45,000
RIVEREDGE NATURE CENTER
PO BOX 26NEWBURGWI53060NONEPCGENERAL OPERATIONS$5,000
RIVERWORKS DEVELOPMENT CORPORATION
526 E CONCORDIA AVENUEMILWAUKEEWI53212NONEPCFINANCIAL CLINIC$50,000
URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN (UEDA)
1915 N DR MARTIN LUTHER KING JRMILWAUKEEWI53212NONEPCINCREASING FINANCIAL CAPABILITY & ACCESS$25,000DRIVE SUITE 260
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCGENERAL OPERATIONS$68,000
WISCONSIN WOMEN'S BUSINESS INITIATIVE CORPORATION (WWBIC)
1533 N RIVERCENTER DRMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$150,000
JOURNEY HOUSE
2110 WEST SCOTT STREETMILWAUKEEWI53204NONEPCGENERAL OPERATIONS$1,000
FREE RADIO HUSTISFORD
PO BOX 122HUSTISFORDWI53034NONEPCGENERAL OPERATIONS$5,000
PATH OF HUSTISFORD INC
N4571 CTY ROAD EHUSTISFORDWI53034NONEPCGENERAL OPERATIONS$3,000
CATHEDRAL CENTER INC
710 N PLANKINTON AVENUE SUITE 803MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$2,000
ACTS HOUSING
270 E KILBOURN AVEMILWAUKEEWI53202NONEPCGRATITUDE GRANT$7,500
COMMUNITY ADVOCATES
728 N JAMES LOVELL STMILWAUKEEWI53233NONEPCGRATITUDE GRANT$7,500
GUEST HOUSE OF MILWAUKEE
1216 N 13TH STREETMILWAUKEEWI53205NONEPCGRATITUDE GRANT$7,500
HALE KIPA
91-2128 OLD FORT WEAVER ROADEWA BEACHHI96706NONEPCGRATITUDE GRANT$7,500
IHS THE INSTITUTE FOR HUMAN SERVICES
546 KAAAHI STREETHONOLULUHI96817NONEPCGRATITUDE GRANT$7,500
LEGAL ACTION OF WISCONSIN
633 W WISCONSIN AVE STE 2000MILWAUKEEWI53203NONEPCGRATITUDE GRANT$7,500
LEGAL AID SOCIETY OF MILWAUKEE
728 N JAMES LOVELL ST FL NMILWAUKEEWI53233NONEPCGRATITUDE GRANT$7,500
META HOUSE
2625 N WEIL STMILWAUKEEWI53212NONEPCGRATITUDE GRANT$7,500
MILWAUKEE CHRISTIAN CENTER
807 S 14TH STMILWAUKEEWI53204NONEPCGRATITUDE GRANT$7,500
MILWAUKEE HABITAT FOR HUMANITY
3726 N BOOTH STREETMILWAUKEEWI53212NONEPCGRATITUDE GRANT$7,500
PARENTS AND CHILDREN TOGETHER (PACT)
1300 HALONA STREETHONOLULUHI96817NONEPCGRATITUDE GRANT$7,500
PENFIELD CHILDRENS CENTER
833 NORTH 26TH STREETMILWAUKEEWI53233NONEPCGRATITUDE GRANT$7,500
RESIDENTIAL YOUTH SERVICES AND EMPOWERMENT (RYSE)
PO BOX 11662HONOLULUHI96828NONEPCGRATITUDE GRANT$7,500
RUNNING REBELS COMMUNITY ORGANIZATION
225 W CAPITOL DRMILWAUKEEWI532121122NONEPCGRATITUDE GRANT$7,500
SOJOURNER FAMILY PEACE CENTER
619 W WALNUT STREETMILWAUKEEWI53212NONEPCGRATITUDE GRANT$7,500
UNITED COMMUNITY CENTER
1028 S 9TH STMILWAUKEEWI53204NONEPCGRATITUDE GRANT$7,500
WAIKIKI HEALTH
277 OHUA AVENUEHONOLULUHI96815NONEPCGRATITUDE GRANT$7,500
WISCONSIN WOMEN'S BUSINESS INITIATIVE CORPORATION (WWBIC)
1533 N RIVERCENTER DRMILWAUKEEWI53212NONEPCGRATITUDE GRANT$7,500
YMCA OF METROPOLITAN MILWAUKEE
PO BOX 2174MILWAUKEEWI53201NONEPCGRATITUDE GRANT$7,500
YWCA OF OAHU
1040 RICHARDS STREETHONOLULUHI96813NONEPCGRATITUDE GRANT$7,500
CATHEDRAL CENTER INC
710 N PLANKINTON AVENUE SUITE 803MILWAUKEEWI53203NONEPCGRATITUDE GRANT$5,000
HABILITAT INC
45-035 KUHONU PLACEKANEOHEHI96744NONEPCGRATITUDE GRANT$5,000
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823NONEPCGRATITUDE GRANT$5,000
HOUSING RESOURCES INC
7830 W BURLEIGH STMILWAUKEEWI53222NONEPCGRATITUDE GRANT$5,000
JOURNEY HOUSE
2110 WEST SCOTT STREETMILWAUKEEWI53204NONEPCGRATITUDE GRANT$5,000
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCGRATITUDE GRANT$5,000
MAKE-A-WISH HAWAII
900 FORT STREET MALL 1200HONOLULUHI96813NONEPCGRATITUDE GRANT$5,000
NEU-LIFE COMMUNITY DEVELOPMENT
2014 W NORTH AVEMILWAUKEEWI53205NONEPCGRATITUDE GRANT$5,000
PARTNERS IN CARE
200 NORTH VINEYARD BLVD SUITE A-210HONOLULUHI96817NONEPCGRATITUDE GRANT$5,000
PEARLS FOR TEEN GIRLS
1805 N MARTIN LUTHER KING JR DRIVEMILWAUKEEWI53212NONEPCGRATITUDE GRANT$5,000
PROJECT VISION HAWAII
PO BOX 23212HONOLULUHI96823NONEPCGRATITUDE GRANT$5,000
REVITALIZE MILWAUKEE
840 N DOCTOR MLK JR DR SUITE 600MILWAUKEEWI53203NONEPCGRATITUDE GRANT$5,000
RIVERWORKS DEVELOPMENT CORPORATION
526 E CONCORDIA AVENUEMILWAUKEEWI53212NONEPCGRATITUDE GRANT$5,000
SAFE & SOUND
4422 W LEON TERRACEMILWAUKEEWI53216NONEPCGRATITUDE GRANT$5,000
SOUTHSIDE ORGANIZING COMMITTEE
1300 S LAYTON BLVD FLOOR 2MILWAUKEEWI53215NONEPCGRATITUDE GRANT$5,000
VISITING NURSE ASSOCIATION OF WISCONSIN INC
ATTN GRANT ACCOUNTANT 750 WMILWAUKEEWI53204NONEPCGRATITUDE GRANT$5,000VIRGINIA ST PO BOX 341880
WALNUT WAY CONSERVATION CORP
2240 N 17TH STMILWAUKEEWI53205NONEPCGRATITUDE GRANT$5,000
YWCA SOUTHEAST WISCONSIN
1915 N DR MARTIN LUTHER KING JUNIORMILWAUKEEWI53212NONEPCGRATITUDE GRANT$5,000DRIVE
AFRICAN AMERICAN LEADERSHIP ALLIANCE MILWAUKEE
275 W WISCONSIN AVE SUITE 220MILWAUKEEWI53203NONEPCGRATITUDE GRANT$2,500
AFRICAN AMERICAN ROUNDTABLE
6918 W BROWN DEER ROADMILWAUKEEWI53223NONEPCGRATITUDE GRANT$2,500
BLACK LEADERS ORGANIZING COMMUNITIES (BLOC)
3500 N 26TH STMILWAUKEEWI53206NONEPCGRATITUDE GRANT$2,500
CAPUCHIN COMMUNITY SERVICES
930 W STATE STREETMILWAUKEEWI53233NONEPCGRATITUDE GRANT$2,500
CLARKE SQUARE NEIGHBORHOOD INITIATIVE INC
PO BOX 1321MILWAUKEEWI53301NONEPCGRATITUDE GRANT$2,500
COMMUNITY WAREHOUSE
521 S 9TH STREETMILWAUKEEWI53204NONEPCGRATITUDE GRANT$2,500
COMMUNITY WATER SERVICES
1836 W FOND DU LAC AVENUEMILWAUKEEWI53205NONEPCGRATITUDE GRANT$2,500
CROSS LUTHERAN CHURCH
1821 N 16TH STREETMILWAUKEEWI53205NONEPCGRATITUDE GRANT$2,500
DATA YOU CAN USE
PO BOX 511700MILWAUKEEWI53203NONEPCGRATITUDE GRANT$2,500
EZEKIEL COMMUNITY DEVELOPMENT CORPORATION
PO BOX 241873MILWAUKEEWI53224NONEPCGRATITUDE GRANT$2,500
FONDY FOOD CENTER
5305 W CAPITOL DRIVEMILWAUKEEWI53216NONEPCGRATITUDE GRANT$2,500
FORWARD COMMUNITY INVESTMENTS
2352 SOUTH PARK STREET SUITE 326MADISONWI53713NONEPCGRATITUDE GRANT$2,500
NOURISHMKE (FORMERLY FRIEDENS COMMUNITY MINISTRIES)
1220 W VLIET STMILWAUKEEWI53205NONEPCGRATITUDE GRANT$2,500
FRIENDSHIP INC
2245 W FOND DU LAC AVE PO BOX 6286MILWAUKEEWI53206NONEPCGRATITUDE GRANT$2,500
FUNDER HUI
5274 HALAPEPE STREETHONOLULUHI96821NONEPCGRATITUDE GRANT$2,500
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCGRATITUDE GRANT$2,500
HAWAI'I ALLIANCE OF NONPROFIT ORGANIZATION (HANO)
HANO 1020 SOUTH BERETANIA STREETHONOLULUHI96814NONEPCGRATITUDE GRANT$2,5002ND FL
HAWAII PEOPLE'S FUND
PO BOX 4163HONOLULUHI96812NONEPCGRATITUDE GRANT$2,500
JOBSWORK MKE INC
PO BOX 12360 2821 N VEL R PHILLIPSMILWAUKEEWI53212NONEPCGRATITUDE GRANT$2,500AVE SUITE 300
KEY PROJECT
47-200 WAIHEE RDKANEOHEHI96744NONEPCGRATITUDE GRANT$2,500
KUKOLU ORGANIZATION
46-003 ALALOA STREET UNIT 108KANEOHEHI96744NONEPCGRATITUDE GRANT$2,500
LATINO ENTREPRENEURIAL NETWORK INCORPORATED
530 S 11TH STREET SUITE 300BMILWAUKEEWI53204NONEPCGRATITUDE GRANT$2,500
LISC MILWAUKEE
234 W FLORIDA STREET SUITE 204MILWAUKEEWI53204NONEPCGRATITUDE GRANT$2,500
LITERACY SERVICES OF WISCONSIN
555 N PLANKINTON AVENUEMILWAUKEEWI53203NONEPCGRATITUDE GRANT$2,500
MENOMONEE VALLEY PARTNERS
231 W MICHIGAN ST P421MILWAUKEEWI53203NONEPCGRATITUDE GRANT$2,500
MENTAL HEALTH AMERICA OF HAWAII
1136 UNION MALL SUITE 208HONOLULUHI96813NONEPCGRATITUDE GRANT$2,500
METRO MILWAUKEE MEDIATION SERVICES
PO BOX 633MILWAUKEEWI532010633NONEPCGRATITUDE GRANT$2,500
METROPOLITAN MILWAUKEE FAIR HOUSING COUNCIL
759 N MILWAUKEE STREET SUITE 500MILWAUKEEWI53202NONEPCGRATITUDE GRANT$2,500
MILWAUKEE CENTER FOR INDEPENDENCE FOUNDATION
2020 W WELLS STREETMILWAUKEEWI53233NONEPCGRATITUDE GRANT$2,500
MILWAUKEE COMMUNITY LAND TRUST LTD
PO BOX 510781MILWAUKEEWI532030131NONEPCGRATITUDE GRANT$2,500
MILWAUKEE FOOD COUNCIL
790 N MILWAUKEE ST SUITE 351MILWAUKEEWI53202NONEPCGRATITUDE GRANT$2,500
NORTHWEST SIDE COMMUNITY DEVELOPMENT CORPORATION
4201 N 27TH STREET 7TH FLOORMILWAUKEEWI53216NONEPCGRATITUDE GRANT$2,500
ROOTED & RISING WASHINGTON PARK
3940 W LISBON AVEMILWAUKEEWI53208NONEPCGRATITUDE GRANT$2,500
SECUREFUTURES
710 N PLANKINTON AVE 1400MILWAUKEEWI53203NONEPCGRATITUDE GRANT$2,500
SERENITY INNS
2825 W BROWN STMILWAUKEEWI53208NONEPCGRATITUDE GRANT$2,500
ST ANN CENTER
2801 E MORGAN AVEMILWAUKEEWI53207NONEPCGRATITUDE GRANT$2,500
STREET ANGELS INC
PO BOX 342435MILWAUKEEWI53234NONEPCGRATITUDE GRANT$2,500
THE BRIDGE PROJECT
515 CANAL ST SUITE 1CNEW YORK CITYNY10013NONEPCGRATITUDE GRANT$2,500
THE LEADERSTRUST
2201 BROADWAY SUITE 400OAKLANDCA94612NONEPCGRATITUDE GRANT$2,500
THE REDRESS MOVEMENT
4315 50TH STREET NW SUITE 100 7477WASHINGTON DCDC20016NONEPCGRATITUDE GRANT$2,500
THE TABLE - ALICE'S GARDEN
5305 W CAPITOL DRIVEMILWAUKEEWI53216NONEPCGRATITUDE GRANT$2,500
TRANSCENTER FOR YOUTH
1749 N 16TH STMILWAUKEEWI53205NONEPCGRATITUDE GRANT$2,500
UNITEWI
1433 N WATER ST SUITE 400MILWAUKEEWI53202NONEPCGRATITUDE GRANT$2,500
URBAN ECONOMIC DEVELOPMENT ASSOCIATION OF WISCONSIN (UEDA)
1915 N DR MARTIN LUTHER KING JRMILWAUKEEWI53212NONEPCGRATITUDE GRANT$2,500DRIVE SUITE 260
VILLAGE MKE INC
1037 W MCKINLEY AVE SUITE 210MILWAUKEEWI53205NONEPCGRATITUDE GRANT$2,500
VISION TO LEARN
12100 WILSHIRE BLVD SUITE 1275LOS ANGELESCA90025NONEPCGRATITUDE GRANT$2,500
WISCONSIN PHILANTHROPY NETWORK
790 N MILWAUKEE STREET SUITE 324MILWAUKEEWI53202NONEPCGRATITUDE GRANT$2,500
WISCONSIN VOICES
4201 N 27TH STREET 7TH FLOORMILWAUKEEWI53216NONEPCGRATITUDE GRANT$2,500
CASTLE MEDICAL CENTER DBA ADVENTIST HEALTH CASTLE
640 ULUKAHIKI STREETKAILUAHI96734NONEPCGRATITUDE GRANT$15,000
UNITED PERFORMING ARTS FUND
301 W WISCONSIN AVE STE 600MILWAUKEEWI53203NONEPCUPAF MATCH$81,158
MARQUETTE UNIVERSITY
1250 WEST WISCONSIN AVENUE PO BOXMILWAUKEEWI53201NONEPCGENERAL OPERATIONS$15,0001881
DATA YOU CAN USE
PO BOX 511700MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$1,200
NEU-LIFE COMMUNITY DEVELOPMENT
2014 W NORTH AVEMILWAUKEEWI53205NONEPCSCHOOL SUPPLY DRIVE MATCH$700
MILWAUKEE YOUTH SYMPHONY ORCHESTRA INC
MILWAUKEE YOUTH ARTS CENTER 325 WMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$5,000WALNUT ST
MAKE-A-WISH HAWAII
900 FORT STREET MALL 1200HONOLULUHI96813NONEPCGENERAL OPERATIONS$5,000
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823NONEPCGENERAL OPERATIONS$5,000
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823NONEPCGENERAL OPERATIONS$5,000
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823NONEPCGENERAL OPERATIONS$5,000
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823NONEPCGENERAL OPERATIONS$10,000
RIVERWORKS DEVELOPMENT CORPORATION
526 E CONCORDIA AVENUEMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$2,500
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCGENERAL OPERATIONS$10,000
MILWAUKEE COMMUNITY LAND TRUST LTD
PO BOX 510781MILWAUKEEWI532030131NONEPCGENERAL OPERATIONS$10,000
LE JARDIN ACADEMY
917 KALANIANAOLE HWYKAILUAHI96734NONEPCGENERAL OPERATIONS$5,000
FRIENDSHIP INC
2245 W FOND DU LAC AVE PO BOX 6286MILWAUKEEWI53206NONEPCGENERAL OPERATIONS$2,500
LE JARDIN ACADEMY
917 KALANIANAOLE HWYKAILUAHI96734NONEPCGENERAL OPERATIONS$5,000
LE JARDIN ACADEMY
917 KALANIANAOLE HWYKAILUAHI96734NONEPCGENERAL OPERATIONS$5,000
LE JARDIN ACADEMY
917 KALANIANAOLE HWYKAILUAHI96734NONEPCGENERAL OPERATIONS$5,000
DOMINICAN CENTER FOR WOMEN
2470 W LOCUST STMILWAUKEEWI53206NONEPCGENERAL OPERATIONS$5,000
ASSOCIATION OF FUNDRAISING PROFESSIONALS SOUTHEASTERN WISCONSIN CHAPTER
PO BOX 510846NEW BERLINWI53151NONEPCGENERAL OPERATIONS$500
MILWAUKEE FILM
1037 WEST MCKINLEY AVE SUITE 200MILWAUKEEWI53205NONEPCGENERAL OPERATIONS$10,000
HAWAII EDUCATION OF THE ARTS (HEARTS)
536 ONEAWA STREETKAILUAHI96734NONEPCGENERAL OPERATIONS$5,000
WALKER'S POINT YOUTH & FAMILY CENTER
732 S 21ST STREETMILWAUKEE WISCONSINWI53202NONEPCGENERAL OPERATIONS$10,000
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823NONEPCGENERAL OPERATIONS$5,000
AFRICAN AMERICAN ROUNDTABLE
6918 W BROWN DEER ROADMILWAUKEEWI53223NONEPCACTIVATING BLACK YOUTH LEADERSHIP$25,000
BLACK LEADERS ORGANIZING COMMUNITIES (BLOC)
3500 N 26TH STMILWAUKEEWI53206NONEPCSUPPORTING THE BLOC(K)$25,000
LISC MILWAUKEE
234 W FLORIDA STREET SUITE 204MILWAUKEEWI53204NONEPCLISC MILWAUKEE EFFECTUATING EQUITY$216,000
LITERACY SERVICES OF WISCONSIN
555 N PLANKINTON AVENUEMILWAUKEEWI53203NONEPCSTRONGER NEIGHBORHOODS THROUGH ADULT LITERACY$20,000
MILWAUKEE JOURNAL SENTINEL (UNDER GANNETT)
330 E KILBOURN AVEMILWAUKEEWI53202NONEPCNEIGHBORHOODS REPORTING INITIATIVE$150,000
PEARLS FOR TEEN GIRLS
1805 N MARTIN LUTHER KING JR DRIVEMILWAUKEEWI53212NONEPCPEARLS PROGRAMMING 2024-2025$250,000
PROJECT VISION HAWAII
PO BOX 23212HONOLULUHI96823NONEPCGENERAL OPERATIONS$154,000
REVITALIZE MILWAUKEE
840 N DOCTOR MLK JR DR SUITE 600MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$100,000
ROOTED & RISING WASHINGTON PARK
3940 W LISBON AVEMILWAUKEEWI53208NONEPCRECLAIMING OUR NEIGHBORHOODS 2.0$180,000
RUNNING REBELS COMMUNITY ORGANIZATION
225 W CAPITOL DRMILWAUKEEWI532121122NONEPCGENERAL OPERATIONS$183,000
SECUREFUTURES
710 N PLANKINTON AVE 1400MILWAUKEEWI53203NONEPCMONEY COACH PROGRAM$75,000
SOUTHSIDE ORGANIZING COMMITTEE
1300 S LAYTON BLVD FLOOR 2MILWAUKEEWI53215NONEPCGENERAL OPERATIONS$45,000
THE LEADERSTRUST
2201 BROADWAY SUITE 400OAKLANDCA94612NONEPCFLEXIBLE LEADERSHIP AWARD - YEAR 2$155,000
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCSTRONG AND HEALTHY NEIGHBORHOODS INITIATIVE$350,000
WALKER'S POINT YOUTH & FAMILY CENTER
732 S 21ST STREETMILWAUKEE WISCONSINWI53202NONEPCYOUTH HOMELESS SHELTER$100,000
WALNUT WAY CONSERVATION CORP
2240 N 17TH STMILWAUKEEWI53205NONEPCEC. EMPOWERMENT FOR ENVIRONMENTAL LEADERSHIP$324,000
WISCONSIN WATCH
821 UNIVERSITY AVE 5TH FLOORMADISONWI53706NONEPCNEWS THAT SERVES$266,667
WOMEN'S FUND OF HAWAII
PO BOX 438HONOLULUHI96809NONEPCGENERAL OPERATIONS$25,000
KOKUA KALIHI VALLEY
2239 N SCHOOL STHONOLULUHI96819NONEPCGENERAL OPERATIONS$20,000
IHS THE INSTITUTE FOR HUMAN SERVICES
546 KAAAHI STREETHONOLULUHI96817NONEPCGENERAL OPERATIONS$10,000
HAWAII PEOPLE'S FUND
PO BOX 4163HONOLULUHI96812NONEPCGENERAL OPERATIONS$10,000
WAIKIKI HEALTH
277 OHUA AVENUEHONOLULUHI96815NONEPCGENERAL OPERATIONS$10,000
HAWAII FOODBANK
2611 KILIHAU STREETHONOLULUHI968192021NONEPCGENERAL OPERATIONS$25,000
MAKE-A-WISH HAWAII
900 FORT STREET MALL 1200HONOLULUHI96813NONEPCGENERAL OPERATIONS$10,000
MAKE-A-WISH HAWAII
900 FORT STREET MALL 1200HONOLULUHI96813NONEPCGENERAL OPERATIONS$10,000
MAKE-A-WISH HAWAII
900 FORT STREET MALL 1200HONOLULUHI96813NONEPCGENERAL OPERATIONS$10,000
HAWAII EDUCATION OF THE ARTS (HEARTS)
536 ONEAWA STREETKAILUAHI96734NONEPCGENERAL OPERATIONS$5,000
KOKUA KALIHI VALLEY
2239 N SCHOOL STHONOLULUHI96819NONEPCROOTS CAFE$250
SAFE CHILDREN COALITION INC
1500 INDEPENDENCE BLVD STE 210SARASOTAFL34234NONEPCHOLIDAY GIVING 2024$2,500
TENDER HEART CHARITIES
1657 GEORGETOWNE BLVDSARASOTAFL34232NONEPCHOLIDAY GIVING 2024$2,500
OUTDOOR DREAM FOUNDATION
PO BOX 802ANDERSONSC29622NONEPCHOLIDAY GIVING 2024$2,500
SELAH FREEDOM
PO BOX 1801SARASOTAFL34230NONEPCHOLIDAY GIVING 2024$2,500
SOLDIERS BEST FRIEND
14505 N 75TH AVEPEORIAAZ85381NONEPCHOLIDAY GIVING 2024$2,500
SUNSET HEIGHTS PTSO
9687 W ADAM AVEPEORIAAZ85382NONEPCHOLIDAY GIVING 2024$2,500
UMOM NEW DAY CENTERS
3333 EAST VAN BUREN STREETPHOENIXAZ85008NONEPCHOLIDAY GIVING 2024$2,500
CARLIN C COPPIN PARENT TEACHER CLUB
150 E 12TH STLINCOLNCA95648NONEPCHOLIDAY GIVING 2024$2,500
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813NONEPCHOLIDAY GIVING 2024$2,500
MATT GARCIA FOUNDATION
PO BOX 3301FAIRFIELDCA94533NONEPCHOLIDAY GIVING 2024$2,500
ALZHEIMER ASSOCIATION
677 ALA MOANA BOULEVARD SUITE 301HONOLULUHI96813NONEPCHOLIDAY GIVING 2024$2,500FLOOR 17
MAUI CANCER RESOURCES
PO BOX 881199PUKALANIHI96788NONEPCHOLIDAY GIVING 2024$2,500
SURFRIDER FOUNDATION-MAUI CHAPTER
PO BOX 73550SAN CLEMENTECA926730119NONEPCHOLIDAY GIVING 2024$2,500
MILWAUKEE RESCUE MISSION
830 N 19TH STREETMILWAUKEEWI53233NONEPCHOLIDAY GIVING 2024$2,500
BOYS & GIRLS CLUB OF GREATER MILWAUKEE
1558 N 6TH STREETMILWAUKEEWI53212NONEPCHOLIDAY GIVING 2024$2,500
STREET ANGELS INC
PO BOX 342435MILWAUKEEWI53234NONEPCHOLIDAY GIVING 2024$2,500
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266NONEPCHOLIDAY GIVING 2024$2,500
KINDNESS FOR KADEN
N78W15706 LONGWOOD STREETMENOMONEE FALLSWI53051NONEPCHOLIDAY GIVING 2024$2,500
NEU-LIFE COMMUNITY DEVELOPMENT
2014 W NORTH AVEMILWAUKEEWI53205NONEPCHOLIDAY GIVING 2024$2,500
METRO MILWAUKEE MEDIATION SERVICES
PO BOX 633MILWAUKEEWI532010633NONEPCGENERAL OPERATIONS$5,500
PTA HAWAII CONGRESS (AIKAHI PTA)
281 ILIHAU STREETKAILUAHI96734NONEPCGENERAL OPERATIONS$5,000
SOUTHSIDE ORGANIZING COMMITTEE
1300 S LAYTON BLVD FLOOR 2MILWAUKEEWI53215NONEPCGENERAL OPERATIONS$2,000
DOMINICAN CENTER FOR WOMEN
2470 W LOCUST STMILWAUKEEWI53206NONEPCGENERAL OPERATIONS$2,000
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCGENERAL OPERATIONS$2,000
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCCDA RESIDENT COUNCIL NCRC CONFERENCE$10,000
THE SHERMAN PARK COMMUNITY ASSOCIATION INC
3526 W FOND DU LAC AVENUEMILWAUKEEWI53216NONEPCGENERAL OPERATIONS$2,000
COCOA POLICE FOUNDATION INC
1226 W KING STCOCOAFL32922NONEPCGENERAL OPERATIONS$3,000
FREE RADIO HUSTISFORD
PO BOX 122HUSTISFORDWI53034NONEPCGENERAL OPERATIONS$3,000
CATHEDRAL CENTER INC
710 N PLANKINTON AVENUE SUITE 803MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$3,000
WOMENS CENTER OF BREVARD
1565 SARNO RD STE CMELBOURNEFL329355384NONEPCGENERAL OPERATIONS$2,000
PATH OF HUSTISFORD INC
N4571 CTY ROAD EHUSTISFORDWI53034NONEPCGENERAL OPERATIONS$1,000
THE GATHERING SOURCE INC
W7115 STATE ROAD 60-16JUNEAUWI53039NONEPCGENERAL OPERATIONS$2,000
SMITHSONIAN INSTITUTION
P O BOX 37012 MRC 035WASHINGTONDC20013NONEPCGENERAL OPERATIONS$25,000
ROOTED & RISING WASHINGTON PARK
3940 W LISBON AVEMILWAUKEEWI53208NONEPCGENERAL OPERATIONS$2,000
DATA YOU CAN USE
PO BOX 511700MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$2,000
RIVERWORKS DEVELOPMENT CORPORATION
526 E CONCORDIA AVENUEMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$2,000
WISCONSIN POLICY FORUM
633 W WISCONSIN AVENUE SUITE 406MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$3,000
BETTER STEWARDS
1300 W FOND DU LAC AVE- AMILWAUKEEWI53205NONEPCSINGLE PARENT HOUSING INITIATIVE$5,000
THE BRIDGE PROJECT
515 CANAL ST SUITE 1CNEW YORK CITYNY10013NONEPCGENERAL OPERATIONS$50,000
WILD COMMUNITIES FOUNDATION
1349 AKALANI LOOPKAILUAHI96734NONEPCGENERAL OPERATIONS$29,000
AFRICAN AMERICAN LEADERSHIP ALLIANCE MILWAUKEE
275 W WISCONSIN AVE SUITE 220MILWAUKEEWI53203NONEPCAALAM PHASE II$125,000
VISITING NURSE ASSOCIATION OF WISCONSIN INC
ATTN GRANT ACCOUNTANT 750 WMILWAUKEEWI53204NONEPCAURORA ZILBER FAMILY HOSPICE$800,000VIRGINIA ST PO BOX 341880
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCGENERAL OPERATIONS$150,000
COMMUNITY WAREHOUSE
521 S 9TH STREETMILWAUKEEWI53204NONEPCFOUNDATION FOR CHANGE$50,000
DATA YOU CAN USE
PO BOX 511700MILWAUKEEWI53203NONEPCCLOSING THE RACIAL WEALTH GAP$75,000
FRIENDSHIP INC
2245 W FOND DU LAC AVE PO BOX 6286MILWAUKEEWI53206NONEPCGOLDEN ANNIVERSARY 2025$26,400
GREATER MILWAUKEE FOUNDATION
2153 N DOCTOR MLK JR DR SUITE 4000MILWAUKEEWI53212NONEPCCATCHAFIRE$50,000
KEY PROJECT
47-200 WAIHEE RDKANEOHEHI96744NONEPCKO'OLAU BASIC NEEDS KOKUA$64,800
KUKOLU ORGANIZATION
46-003 ALALOA STREET UNIT 108KANEOHEHI96744NONEPCGENERAL OPERATIONS$30,000
MILWAUKEE CHRISTIAN CENTER
807 S 14TH STMILWAUKEEWI53204NONEPCMCC HOUSING PROGRAM$64,800
MILWAUKEE JEWISH FREE LOAN ASSOCIATION
409 E SILVER SPRING DRIVEMILWAUKEEWI53217NONEPCHOMEBUYER CREDIT IMPROVEMENT LOAN FUND$100,000
HOSPICE HAWAII DBA NAVIAN HAWAII
860 IWILEI RDHONOLULUHI96817NONEPCCOMMUNITY PALLIATIVE CARE SERVICES$200,000
NORTHWEST SIDE COMMUNITY DEVELOPMENT CORPORATION
4201 N 27TH STREET 7TH FLOORMILWAUKEEWI53216NONEPCNWSCDC ECONOMIC DEVELOPMENT SUPPORT$240,000
PARTNERS IN CARE
200 NORTH VINEYARD BLVD SUITE A-210HONOLULUHI96817NONEPCPARTNERS IN CARE- SECTOR SUPPORT$64,800
RIVERWORKS DEVELOPMENT CORPORATION
526 E CONCORDIA AVENUEMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$50,000
THE TABLE - ALICE'S GARDEN
5305 W CAPITOL DRIVEMILWAUKEEWI53216NONEPCSTRONGER WHEN WE GATHER$63,000
UNITED COMMUNITY CENTER
1028 S 9TH STMILWAUKEEWI53204NONEPCUCC SUBSTANCE USE DISORDER (SUD)$64,800
YWCA SOUTHEAST WISCONSIN
1915 N DR MARTIN LUTHER KING JUNIORMILWAUKEEWI53212NONEPCPERSONAL FINANCIAL MANAGEMENT$67,500DRIVE
ACTS HOUSING
270 E KILBOURN AVEMILWAUKEEWI53202NONEPCACTS HOUSING TECHNOLOGY GRANT$50,000
COMMUNITY ADVOCATES
728 N JAMES LOVELL STMILWAUKEEWI53233NONEPCEHR SYSTEM IMPLEMENTATION PROJECT$50,000
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCTECHNOLOGY GRANT$50,000
COMMUNITY WAREHOUSE
521 S 9TH STREETMILWAUKEEWI53204NONEPCRETAIL UPGRADE TO ONLINE SERVICES$44,000
EZEKIEL COMMUNITY DEVELOPMENT CORPORATION
PO BOX 241873MILWAUKEEWI53224NONEPCGENERAL OPERATIONS$50,000
LEGAL AID SOCIETY OF MILWAUKEE
728 N JAMES LOVELL ST FL NMILWAUKEEWI53233NONEPCGENERAL OPERATIONS$50,000
LEGAL ACTION OF WISCONSIN
633 W WISCONSIN AVE STE 2000MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$50,000
LISC MILWAUKEE
234 W FLORIDA STREET SUITE 204MILWAUKEEWI53204NONEPCMAPPING OPPORTUNITY$30,000
MILWAUKEE CHRISTIAN CENTER
807 S 14TH STMILWAUKEEWI53204NONEPCGENERAL OPERATIONS$50,000
MILWAUKEE HABITAT FOR HUMANITY
3726 N BOOTH STREETMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$50,000
METROPOLITAN MILWAUKEE FAIR HOUSING COUNCIL
759 N MILWAUKEE STREET SUITE 500MILWAUKEEWI53202NONEPCGENERAL OPERATIONS$50,000
UNITED COMMUNITY CENTER
1028 S 9TH STMILWAUKEEWI53204NONEPCGENERAL OPERATIONS$52,000
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCGENERAL OPERATIONS$5,000
MILWAUKEE COMMUNITY LAND TRUST LTD
PO BOX 510781MILWAUKEEWI532030131NONEPCGENERAL OPERATIONS$2,500
FORWARD COMMUNITY INVESTMENTS
2352 SOUTH PARK STREET SUITE 326MADISONWI53713NONEPCGENERAL OPERATIONS$2,500
MILWAUKEE HABITAT FOR HUMANITY
3726 N BOOTH STREETMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$5,000
NORTHWEST SIDE COMMUNITY DEVELOPMENT CORPORATION
4201 N 27TH STREET 7TH FLOORMILWAUKEEWI53216NONEPCGENERAL OPERATIONS$2,500
THE BRIDGE PROJECT
515 CANAL ST SUITE 1CNEW YORK CITYNY10013NONEPCGENERAL OPERATIONS$500
HISTORIC MILWAUKEE
235 E MICHIGAN STREETMILWAUKEEWI53202NONEPCDOORS OPEN MILWAUKEE 2025$10,000
PRODEO ACADEMY
4141 UNIVERSITY AVE NEMINNEAPOLISMN554212724NONEPCGENERAL OPERATIONS$15,000
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 W VINE STMILWAUKEEWI53212NONEPCCAMPAIGN YEAR$28,214
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCDOWN PAYMENT ASSISTANCE$500,000
REVITALIZE MILWAUKEE
840 N DOCTOR MLK JR DR SUITE 600MILWAUKEEWI53203NONEPCNEIGHBORHOOD ROOFING PROJECT$500,000
HOUSING RESOURCES INC
7830 W BURLEIGH STMILWAUKEEWI53222NONEPCGENERAL OPERATIONS$355,000
GUEST HOUSE OF MILWAUKEE
1216 N 13TH STREETMILWAUKEEWI53205NONEPCFOUNDATION FOR THE FUTURE$275,000
FUNDER HUI
5274 HALAPEPE STREETHONOLULUHI96821NONEPCGENERAL OPERATIONS$2,500
GUEST HOUSE OF MILWAUKEE
1216 N 13TH STREETMILWAUKEEWI53205NONEPCGENERAL OPERATIONS$4,000
THE BRIDGE PROJECT
515 CANAL ST SUITE 1CNEW YORK CITYNY10013NONEPCGENERAL OPERATIONS$50,000
HOPE STREET MINISTRY
2522 WEST CAPITOL DRIVEMILWAUKEEWI53206NONEPCGENERAL OPERATIONS$10,000
KINSHIP COMMUNITY FOOD CENTER
2610 N MARTIN LUTHER KING DRMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$10,000
BRIDGE BUILDERS INC
4621 N 40TH STREETMILWAUKEEWI53209NONEPCGENERAL OPERATIONS$5,000
ST MARCUS LUTHERAN SCHOOL
2215 N PALMER STMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$5,000
ST AUGUSTINE PREPARATORY ACADEMY
2607 SOUTH 5TH STREETMILWAUKEEWI53207NONEPCGENERAL OPERATIONS$5,000
BLACK CHILD DEVELOPMENT INSTITUTE WISCONSIN
6051 WEST BROWN DEER ROAD SUITE 106BROWN DEERWI53223NONEPCGENERAL OPERATIONS$2,500
SECUREFUTURES FOUNDATION
710 N PLANKINTON AVE 1400MILWAUKEEWI53203NONEPCGENERAL OPERATIONS$2,500
JOHNSONS PARK NEIGHBORHOOD ASSOCIATION
2010 WEST WALNUT STREETMILWAUKEEWI53205NONEPCGENERAL OPERATIONS$5,000
SOJOURNER FOUNDATION
619 WEST WALNUT STREETMILWAUKEEWI53212NONEPCHOPE IN ACTION$400,000
HUNGER TASK FORCE
5000 WEST ELETRIC AVENUEWEST MILWAUKEEWI53219NONEPCHOLIDAY GIVING 2024$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,783,762TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CASTLE MEDICAL CENTER DBA ADVENTIST HEALTH CASTLE
640 ULUKAHIKI STREETKAILUAHI96734NONEPCHEALTH & WELLNESS$125,000
UWM FOUNDATION
1440 EAST NORTH AVENUEMILWAUKEEWI53202NONEPCUWM ZILBER COLLEGE OF PUBLIC HEALTH$13,000,000
LINDSAY HEIGHTS NID 12
2240 N 17TH STREETMILWAUKEEWI53205NONEPCHOME REPAIR PROGRAM$100,000
COMMUNITY DEVELOPMENT ALLIANCE
3800 W LISBON AVE SUITE 210MILWAUKEEWI53208NONEPCGENERAL OPERATIONS$100,000
FUNDER HUI
5274 HALAPEPE STREETHONOLULUHI96821NONEPCGENERAL OPERATIONS$27,000
WISCONSIN PHILANTHROPY NETWORK
790 N MILWAUKEE STREET SUITE 324MILWAUKEEWI53202NONEPCGENERAL OPERATIONS$35,000
ACTS HOUSING
270 E KILBOURN AVEMILWAUKEEWI53202NONEPCHOMEOWNERSHIP PROGRAM$108,000
FORWARD COMMUNITY INVESTMENTS
2352 SOUTH PARK STREET SUITE 326MADISONWI53713NONEPCACCESS TO CAPITAL SUPPORT$54,000
GUEST HOUSE OF MILWAUKEE
1216 N 13TH STREETMILWAUKEEWI53205NONEPCTO OVERCOME THE ROOT CAUSES OF HOMELESSNESS$189,000
HOUSING RESOURCES INC
7830 W BURLEIGH STMILWAUKEEWI53222NONEPCHOMEBUYER EDUCATION & COUNSELING$108,000
LEGAL ACTION OF WISCONSIN
633 W WISCONSIN AVE STE 2000MILWAUKEEWI53203NONEPCREPAIRING ADVERSE CONDITIONS FOR TENANTS$75,000
REAGAN HIGH SCHOOL ARTS PARTNERSHIP
PO BOX 342782MILWAUKEEWI53234NONEPCGENERAL OPERATIONS$20,000
THE REDRESS MOVEMENT
4315 50TH STREET NW SUITE 100 7477WASHINGTON DCDC20016NONEPCMILWAUKEES REDRESS MOVEMENT$45,000
RIVEREDGE NATURE CENTER
PO BOX 26NEWBURGWI53060NONEPCGENERAL OPERATIONS$20,000
LAYTON BOULEVARD WEST NEIGHBORS INC DBA VIA CDC
3524 W NATIONAL AVENUEMILWAUKEEWI53215NONEPCGENERAL OPERATIONS$42,000
MILWAUKEE JOURNAL SENTINEL (UNDER GANNETT)
330 E KILBOURN AVEMILWAUKEEWI53202NONEPCNEIGHBORHOODS REPORTING INITIATIVE$150,000
PROJECT VISION HAWAII
PO BOX 23212HONOLULUHI96823NONEPCGENERAL OPERATIONS$54,000
ROOTED & RISING WASHINGTON PARK
3940 W LISBON AVEMILWAUKEEWI53208NONEPCRECLAIMING OUR NEIGHBORHOODS 2.0$180,000
SECUREFUTURES
710 N PLANKINTON AVE 1400MILWAUKEEWI53203NONEPCMONEY COACH PROGRAM$75,000
SOJOURNER FOUNDATION
619 W WALNUT STREETMILWAUKEEWI53212NONEPCHOPE IN ACTION$2,000,000
SOUTHSIDE ORGANIZING COMMITTEE
1300 S LAYTON BLVD FLOOR 2MILWAUKEEWI53215NONEPCGENERAL OPERATIONS$45,000
WISCONSIN WATCH
821 UNIVERSITY AVE 5TH FLOORMADISONWI53706NONEPCNEWS THAT SERVES$533,333
AFRICAN AMERICAN LEADERSHIP ALLIANCE MILWAUKEE
275 W WISCONSIN AVE SUITE 220MILWAUKEEWI53203NONEPCAALAM PHASE II$125,000
VISITING NURSE ASSOCIATION OF WISCONSIN INC
ATTN GRANT ACCOUNTANT 750 WMILWAUKEEWI53204NONEPCAURORA ZILBER FAMILY HOSPICE$600,000VIRGINIA ST PO BOX 341880
COMMUNITY DEVELOPMENT ALLIANCE (CDA)
3800 W LISBON AVEMILWAUKEEWI53208NONEPCGENERAL OPERATIONS$300,000
COMMUNITY WAREHOUSE
521 S 9TH STREETMILWAUKEEWI53204NONEPCFOUNDATION FOR CHANGE$50,000
FRIENDSHIP INC
2245 W FOND DU LAC AVE PO BOX 6286MILWAUKEEWI53206NONEPCGOLDEN ANNIVERSARY 2025$52,800
KEY PROJECT
47-200 WAIHEE RDKANEOHEHI96744NONEPCKO'OLAU BASIC NEEDS KOKUA$64,800
KUKOLU ORGANIZATION
46-003 ALALOA STREET UNIT 108KANEOHEHI96744NONEPCGENERAL OPERATIONS$30,000
MILWAUKEE CHRISTIAN CENTER
807 S 14TH STMILWAUKEEWI53204NONEPCMCC HOUSING PROGRAM$64,800
MILWAUKEE JEWISH FREE LOAN ASSOCIATION
409 E SILVER SPRING DRIVEMILWAUKEEWI53217NONEPCHOMEBUYER CREDIT IMPROVEMENT LOAN FUND$100,000
HOSPICE HAWAII DBA NAVIAN HAWAII
860 IWILEI RDHONOLULUHI96817NONEPCCOMMUNITY PALLIATIVE CARE SERVICES$200,000
NORTHWEST SIDE COMMUNITY DEVELOPMENT CORPORATION
4201 N 27TH STREET 7TH FLOORMILWAUKEEWI53216NONEPCNWSCDC ECONOMIC DEVELOPMENT SUPPORT$240,000
PARTNERS IN CARE
200 NORTH VINEYARD BLVD SUITE A-210HONOLULUHI96817NONEPCPARTNERS IN CARE- SECTOR SUPPORT$64,800
RIVERWORKS DEVELOPMENT CORPORATION
526 E CONCORDIA AVENUEMILWAUKEEWI53212NONEPCGENERAL OPERATIONS$50,000
THE TABLE - ALICE'S GARDEN
5305 W CAPITOL DRIVEMILWAUKEEWI53216NONEPCSTRONGER WHEN WE GATHER$63,000
UNITED COMMUNITY CENTER
1028 S 9TH STMILWAUKEEWI53204NONEPCUCC SUBSTANCE USE DISORDER (SUD)$64,800
YWCA SOUTHEAST WISCONSIN
1915 N DR MARTIN LUTHER KING JUNIORMILWAUKEEWI53212NONEPCPERSONAL FINANCIAL MANAGEMENT$67,500DRIVE
FOCUSING PHILANTHROPY
1637 16TH STREETSANTA MONICACA90404NONEPCINCREASING VISION CARE ACCESS$10,600
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 W VINE STMILWAUKEEWI53212NONEPCCAMPAIGN YEAR$84,642
UNITED PERFORMING ARTS FUND
301 W WISCONSIN AVE STE 600MILWAUKEEWI53203NONEPCUPAF MATCH$100,373
GREATER MILWAUKEE FOUNDATION
101 W PLEASANT STREET SUITE 210MILWAUKEEWI53212NONEPCGENERAL OPERATIONS$25,000
UWM FOUNDATION
1440 EAST NORTH AVENUEMILWAUKEEWI53202NONEPCGENERAL OPERATIONS$5,000
EASTBROOK ACADEMY
5375 NORTH GREEN BAY AVEMILWAUKEEWI53209NONEPCGENERAL OPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$19,453,448TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,799,373ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$17,575ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,460,011ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,276,959ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,276,959TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$85,513Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$85,513DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSCHEDULE OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationBREWERY PROJECT LLC710 N PLANKINTON AVE., SUITE 1200MILWAUKEE, WI 53203EIN: 26-3980530EXCESS BUSINESS HOLDING: NOTOWNE REALTY CO.710 N PLANKINTON AVE., SUITE 1200MILWAUKEE, WI 53203EIN: 39-6106777EXCESS BUSINESS HOLDING: NOZILBER LTD.710 N PLANKINTON AVE., SUITE 1200MILWAUKEE, WI 53203EIN: 39-1472959EXCESS BUSINESS HOLDING: NOMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
KOHL'S CORPORATION 4.250% 07/17/2025 DTD 07/17/2015$99,733$99,733
WAMU MORTGAGE PASS-THROUGH CER 2004-CB2 CL 4A 6.500% 08/25/2034 DTD 06/23/20$2,559$2,559
ARTISAN HIGH INCOME-INST$2,944,702$2,944,702
BAIRD AGGREGATE BOND FUND-IS$13,266,814$13,266,814
BLACKROCK STRAT INC OPP-K$11,068,233$11,068,233
IR&M CORE BOND FUND II$13,335,695$13,335,695
FIDELITY INFL PROT BD-INS PR$2,216,198$2,216,198

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC/CA-CL A$664,740$664,740
AMAZON COM INC$490,995$490,995
APPLE INC$433,935$433,935
ASCENDIS PHARMA A/S SPONSORED ADR$670,724$670,724
BIOHAVEN LTD USD COM$149,735$149,735
BLACKSTONE INC COM$380,532$380,532
BOEING CO COM$497,424$497,424
CHENIERE ENERGY INC COM$569,593$569,593
CONESTOGA SMALL CAP-INST$3,030,933$3,030,933
CRH PLC SHS$582,287$582,287
DODGE & COX INTL STCK-I$6,776,789$6,776,789
EATON CORPORATION$447,665$447,665
FIDELITY 500 INDEX FUND$27,824,011$27,824,011
FIDELITY GL X US INDX-INS PR$6,727,418$6,727,418
FIDELITY MID CAP INDX$8,740,044$8,740,044
FREEPORT-MCMORAN INC CL B$584,835$584,835
GE VERNOVA INC COM$700,595$700,595
GENERAL MTRS CO COM$438,953$438,953
GQG PART EMERG MRK EQ-INST$3,923,047$3,923,047
HOTCHKIS & WILEY S/C DIV-I$3,053,946$3,053,946
JHF INTL DYNM GRWTH-R6$6,450,467$6,450,467
KRATOS DEFENSE & SEC SOLUTIONS INC COM NEW$517,918$517,918
LAM RESEARCH CORP$589,783$589,783
LILLY ELI & CO$404,576$404,576
MARATHON PETE CORP COM$370,093$370,093
MICRON TECHNOLOGY INC COM$615,018$615,018
MICROSOFT CORP$861,017$861,017
MORGAN STANLEY COM$419,481$419,481
NEWMONT CORP$550,848$550,848
NVIDIA CORP COM$822,970$822,970
PARKER HANNIFIN CORP COM$491,723$491,723
PIMCO RAE EMERG MRKT-INST$4,175,364$4,175,364
QUANTA SVCS INC$537,252$537,252
REGENERON PHARMACEUTICALS INC COM$278,250$278,250
RTX CORP COM$385,055$385,055
SALESFORCE INC$395,946$395,946
SPDR S&P GL NAT RESOURCES$2,672,784$2,672,784
VERTIV HLDGS CO CL A$438,905$438,905
WESTERN DIGITAL CORP$754,762$754,762

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$149,980USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$149,980USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARISTEIA INTERNATIONALAT COST$1,684,050$1,684,050
ATLAS ENHANCED FUNDAT COST$1,832,936$1,832,936
BREVAN HOWARD FUNDAT COST$1,203,046$1,203,046
BREWERY PROJECT LLCAT COST$88,942$88,942
CAPSTONE GLOBALAT COST$1,169,652$1,169,652
EMPYREAN CAPITALAT COST$1,224,228$1,224,228
INVICTUS GROWTH FUNDAT COST$410,794$410,794
KINGSWOOD CAPITALAT COST$161,800$161,800
LAURION CAPITALAT COST$1,556,178$1,556,178
NEW MOUNTAIN FUNDAT COST$352,933$352,933
OASIS INVESTMENTS IIAT COST$2,345,717$2,345,717
PLEIAD ASIAAT COST$747,740$747,740
POINT 41 CAPITALAT COST$500,980$500,980
TCIM OFFSHOREAT COST$1,949,865$1,949,865
TOWNE REALTY CO A PARTNERSHIPAT COST$121,262$121,262
TRUE BRIDGE CAPITALAT COST$232,584$232,584
WCPB LLCAT COST$699,500$699,500
WELLINGTON ENDURING ASSETSAT COST$3,015,709$3,015,709
WHITEBOX MULTI STRATEGYAT COST$1,819,908$1,819,908
WOLVERINE FLAGSHIPAT COST$1,834,661$1,834,661
ZILBER LTD STOCK - CLASS B NONVOTINGAT COST$256,900,000$256,900,000
ACCRUED INTEREST AND DIVIDENDSAT COST$99,409$99,409

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$488LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$488DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTDesc
BOY Book Value$100,000BOYBookValueAmt
EOY Book Value$350,000EOYBookValueAmt
EOYFMV$350,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIP DUES$41,203$0$41,203
SOFTWARE CONTRACTS$7,564$0$7,372
EVENT COSTS$5,978$0$4,423
TECHNOLOGY COSTS$14,980$0$14,980
POSTAGE & MESSENGER$700$0$700
OFFICE$17,145$0$18,432
STAFF DEVELOPMENT$15,666$0$15,666
INSURANCE$7,927$0$7,927
MISCELLANEOUS$51$0$191

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TOWNE REALTY CO.$0$1,096,910$0
INVICTUS GROWTH FUND II LLP$0-$33,047$0
KINGSWOOD CAPITAL OPPORTUNITIES FUND III-A$0-$21,091$0
NEW MOUNTAIN PARTNERS VII AGGREGATOR, L.P.$0-$4$0
NEW MOUNTAIN PARTNERS VII, L.P.$0-$32,309$0
POINT 41 CAPITAL PARTNERS I-A, LP$0-$14,089$0
TRUEBRIDGE CAPITAL PARTNERS FUND VIII(CAYMAN), L.P.$0-$45,452$0
WELLINGTON TRUST COMPANY, NA$0-$1,994$0
SECURITIES LITIGATION RECEIPT$17,575$17,575$17,575

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN REAL ESTATE & OTHER INVESTMENTS$18,504,849
UNREALIZED GAIN ON MARKETABLE SECURITIES$6,210,366

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHERDesc
BOY Book Value$160,816BOYBookValueAmt
EOY Book Value$138,623EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM EVALUATIONS$328,752$0$320,936
INVESTMENT FEES$504,444$504,444$0
APPRAISALS$24,847$24,847$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISECategoryTxt
Amt$327,479Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
BREWERY PROJECT LLC
710 N PLANKINTON AVE SUITE 1200MILWAUKEEWI53203263980530CAPITAL GAIN$0
TOWNE REALTY CO
710 N PLANKINTON AVE SUITE 1200MILWAUKEEWI53203396106777CASH DISTRIBUTION$0
ZILBER LTD
710 N PLANKINTON AVE SUITE 1200MILWAUKEEWI53203391472959DIVIDEND RECEIVED$0
FieldValueIRS element (for citing)
Total$18,074,822TotalAmt

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