HARRI HOFFMANN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HARRI HOFFMANN FAMILY FOUNDATION INC (EIN 39-1537228)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349101047
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:43:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 222 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391537228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRI HOFFMANN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 4143812611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 170320 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN MATSOFF | PersonNm |
| Person Title | PRES/TREASURER | PersonTitleTxt |
| Phone | 4143812611 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM M UPDIKE | PreparerPersonNm |
| PTIN | P01801943 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,171,924 | 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 | $68 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $539 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $580,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $580,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $749,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,591,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $749,500 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,784 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47,784 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,378,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,378,123 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $73,781 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,513 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,269 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $405 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $162 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $243 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,123 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,123 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,902 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,031 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $871 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,153 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,438 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,575 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,863 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $86 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $43 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,014 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,172 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $252,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,249,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,249,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,501,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,316,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,122,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,210,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,736 | CashBOYAmt |
| Cash EOY | $28,967 | CashEOYAmt |
| Cash EOYFMV | $28,967 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $836,623 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,820 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $24,380,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,968,013 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,968,013 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,007 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,124 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,124 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,285,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,171,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,171,924 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $255 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $255 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,285,542 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,171,669 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,285,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,171,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,285,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,171,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,285,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,122,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,009,041 | OtherIncreasesAmt |
| Subtotal | $26,171,669 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,171,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $163,171 | $163,171 | $163,171 | |
| PUBLICLY TRADED SECURITIES | $5,428,551 | $586,329 | $586,329 | $4,842,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $749,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,827 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,827 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,837 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,837 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,010 | OverpaymentAmt |
| Applied To ES Tax | $5,010 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN MATSOFF PRESIDENTTREAS | IndividualWithBooksNm |
| Phone | 4143812611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST SILVER SPRING DR STE K-206 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN MATSOFF | ||||||||
| 10130 N GETTYSBURG CT | MEQUON | WI | 53092 | PRES/TREASURER | 6.00 | $35,781 | $0 | $0 |
| TOBIAS LIBBER | ||||||||
| 3710 N PROSPECT AVE | MILWAUKEE | WI | 53211 | EXECUTIVE VICE PRESIDENT | 6.00 | $38,000 | $0 | $0 |
| RAISA KOLTUN | ||||||||
| 5809 N SANTA MONICA AVE | WHITEFISH BAY | WI | 53217 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUETTE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 3500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $97,545 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,316,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,677,149 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,677,149 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $355,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,321,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,166,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,166,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,827 | TotalTaxAmt |
| Distributable Before Adj | $1,149,273 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,149,273 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,149,273 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,316,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,316,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,149,273 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $184,846 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $272,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $423,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $652,498 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,003,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,537,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,316,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,149,273 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,167,464 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,704,520 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $184,846 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,519,674 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $272,696 | ExcessFromYear4Amt |
| Excess From Year3 | $423,169 | ExcessFromYear3Amt |
| Excess From Year2 | $652,498 | ExcessFromYear2Amt |
| Excess From Year1 | $1,003,847 | ExcessFromYear1Amt |
| Excess From Current Year | $1,167,464 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | USE ONLINE SUBMISSION FOR GRANT APP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 170320 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4143812611 | RecipientPhoneNum |
| Form And Info And Materials | GO TO HARRI HOFFMANN FAMILY FOUNDATION WEBSITE: HHFAMILYFOUNDATION.ORG COMPLETE SECURE ONLINE GRANT APPLICATION OR DOWNLOAD PDF APPLICATION AND MAIL TO ADDRESS INDICATED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28TH FOR APRIL BOARD CONSIDERATION; JUNE 30TH FOR AUGUST; OCTOBER 31ST FOR DECEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO SPECIFIC LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABCD | ||||||
| 5775 N GLEN RD 201 | GLENDALE | WI | 53209 | PC | PROGRAM SUPPORT | $25,000 |
| ABOVE THE CLOUDS | ||||||
| PO BOX 16122 | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $10,000 |
| ALL HAND BOATWORKS | ||||||
| 621 S 12TH ST | MILWAUKEE | WI | 53204 | PC | PROGRAM SUPPORT | $5,000 |
| AMERICAN FRIENDS LEKET ISRAEL | ||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | PC | PROGRAM SUPPORT | $25,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADORN | ||||||
| 3175 COMMERCIAL AVE STE 101 | NORTHBROOK | IL | 60062 | PC | PROGRAM SUPPORT | $25,000 |
| AMERICAN FRIENDS OF SOROKA MEDICAL CENTER | ||||||
| PO BOX 184-H | SCARSDALE | NY | 18503 | PC | PROGRAM SUPPORT | $30,000 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | PC | PROGRAM SUPPORT | $10,000 |
| ARTISTS WORKING IN EDUCATION | ||||||
| 4315 W VLIET ST | MILWAUKEE | WI | 53208 | PC | PROGRAM SUPPORT | $5,000 |
| ARTWORKS FOR MILWAUKEE | ||||||
| 207 E BUFFALO ST STE 600 | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $15,000 |
| ASSET BUILDERS | ||||||
| 1213 N SHERMAN AVE 195 | MADISON | WI | 53704 | PC | PROGRAM SUPPORT | $1,500 |
| BADER HILLEL ACADEMY | ||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $37,500 |
| BAY VIEW COMMUNITY CENTER | ||||||
| 1320 EAST OKLAHOMA AVE | MILWAUKEE | WI | 53207 | PC | PROGRAM SUPPORT | $5,000 |
| BBYO WISCONSIN | ||||||
| 7115 ORCHARD LAKE RD 220 | WEST BLOOMFIELD | MI | 48322 | PC | PROGRAM SUPPORT | $20,000 |
| BEST CAMP INC | ||||||
| 11203 HEALY STREET | SILVER SPRING | MD | 20902 | PC | PROGRAM SUPPORT | $7,500 |
| BETTY BRINN CHILDREN'S MUSEUM | ||||||
| 929 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $20,000 |
| BEYOND VISION | ||||||
| 1540 S 108TH ST | WEST ALLIS | WI | 53214 | PC | PROGRAM SUPPORT | $5,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 788 N JEFFERSON ST SUITE 600 | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $5,000 |
| BLACK ARTS MKE INC | ||||||
| 929 NORTH WATER ST | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $5,000 |
| BLOSSOM IDD INC | ||||||
| PO BOX 72047 | CEDARBURG | WI | 53012 | PC | PROGRAM SUPPORT | $10,000 |
| BOUNDLESS ISRAEL | ||||||
| 464 COMMON ST | BELMONT | MA | 02478 | PC | PROGRAM SUPPORT | $10,000 |
| BOYS AND GIRLS CLUB | ||||||
| 1558 N6TH STREET | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $5,000 |
| BROADSCOPE DISABILITY | ||||||
| 6102 W LAYTON AVE | GREENFIELD | WI | 53220 | PC | PROGRAM SUPPORT | $5,000 |
| CAMP KESEM NATIONAL | ||||||
| 440 N BARRANCA AVE 2273 | COVINA | CA | 91723 | PC | PROGRAM SUPPORT | $15,000 |
| CARMEN HIGH SCHOOL OF SCIENCE | ||||||
| 1501 S LAYTON BLVD | MILWAUKEE | WI | 53215 | PC | PROGRAM SUPPORT | $10,000 |
| CENTER FOR JEWISH LIFE | ||||||
| 2233 W MEQUON RD | MEQUON | WI | 53092 | PC | PROGRAM SUPPORT | $10,000 |
| CENTRAL CONFERENCE AMERICAN RABBIS | ||||||
| 355 LEXINGTON AVE 8TH FLOOR | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $15,000 |
| CHABAD LUBAVITCH OF UWM | ||||||
| 3054 N HACKETT AVE | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT | $10,000 |
| CHABAD OF GLENDALE | ||||||
| 6791 N GREEN BAY AVENUE | GLENDALE | WI | 53209 | PC | PROGRAM SUPPORT | $5,000 |
| CHABAD OF WAUKESHA | ||||||
| 1275 N BARKER ROAD | BROOKFIELD | WI | 53045 | PC | PROGRAM SUPPORT | $5,000 |
| CHICAGO JEWISH DAY SCHOOL | ||||||
| 3730 N CALIFORNIA AVE | CHICAGO | IL | 60618 | PC | PROGRAM SUPPORT | $10,000 |
| CHILDRENS FIRST FUND | ||||||
| 233 S WACKER DR SUITE 4400 | CHICAGO | IL | 60606 | PC | PROGRAM SUPPORT | $15,000 |
| CHILDREN'S HOSPITAL OF WI FOUNDATION INC | ||||||
| MS 3050 PO BOX 1997 | MILWAUKEE | WI | 532011997 | PC | PROGRAM SUPPORT | $7,500 |
| CINEMA ARTS CENTRE | ||||||
| 423 PARK AVENUE | HUNTINGTON | NY | 11743 | PC | PROGRAM SUPPORT | $5,000 |
| CIVIC MUSIC ASSOC OF MILWAUKEE | ||||||
| 1345 N JEFFERSON ST 170 | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $7,500 |
| COA YOUTH AND FAMILY CENTERS | ||||||
| 909 EAST NORTH AVENUE | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $15,000 |
| COLEL CHABAD | ||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | PC | PROGRAM SUPPORT | $30,000 |
| COLLECTIVE MONTESSORI SCHOOL | ||||||
| 3814 W NORTH AVE | MILWAUKEE | WI | 53210 | PC | PROGRAM SUPPORT | $5,000 |
| COLLEGE POSSIBLE WISCONSIN | ||||||
| 1345 N JEFFERSON ST BOX 243 | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $10,000 |
| CONG BETH ISRAEL NER TAMID | ||||||
| 3100 N 52ND ST | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $20,000 |
| CREATIVE COMMUNITY LIVING SERVICES INC | ||||||
| 500 EAST MAIN STREET | WATERTOWN | WI | 53094 | PC | PROGRAM SUPPORT | $5,000 |
| CURATIVE CARE NETWORK | ||||||
| 1000 N 92ND ST | MILWAUKEE | WI | 53226 | PC | PROGRAM SUPPORT | $10,000 |
| DANCEWORKS | ||||||
| 325 W WALNUT ST | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $5,000 |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | ||||||
| 55 E JACKSON BLVD 490 | CHICAGO | IL | 60604 | PC | PROGRAM SUPPORT | $12,500 |
| EBENEZER STONE MINISTRIES | ||||||
| PO BOX 341591 | MILWAUKEE | WI | 53234 | PC | PROGRAM SUPPORT | $5,000 |
| FIRST TEE SOUTHEAST WISCONSIN | ||||||
| 11350 W THEODORE TRECKER WAY | WEST ALLIS | WI | 532141135 | PC | PROGRAM SUPPORT | $10,000 |
| FRIENDS OF BOERNER BOTANICAL GARDENS | ||||||
| 9400 BOERNER DR | HALES CORNERS | WI | 53130 | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF ISRAEL SCI-TECH SCHOOLS | ||||||
| 477 MADISON AVE FL 6 | NEW YORK | NY | 100225827 | PC | PROGRAM SUPPORT | $30,000 |
| FRIENDSHIP CIRCLE | ||||||
| 8649 N PORT WASHINGTON RD | FOX POINT | WI | 53217 | PC | PROGRAM SUPPORT | $25,000 |
| FUTURE URBAN LEADERS FOUNDATION | ||||||
| PO BOX 51073 | MILWAUKEE | WI | 53203 | PC | PROGRAM SUPPORT | $5,000 |
| GARDEN JEWISH EXPERIENCE | ||||||
| 10800 N MILITARY TRAIL STE 215 | PALM BEACH GARDENS | FL | 33410 | PC | PROGRAM SUPPORT | $25,000 |
| GIGI'S PLAYHOUSE | ||||||
| 8685 N PORT WASHINGTON RD | FOX POINT | WI | 53217 | PC | PROGRAM SUPPORT | $18,000 |
| GRAND AVENUE CLUB | ||||||
| 210 E MICHIGAN AVENUE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $10,000 |
| GREATER GALILEE COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 2432 N TEUTONIA AVE | MILWAUKEE | WI | 53206 | PC | PROGRAM SUPPORT | $5,000 |
| HARRY AND ROSE SAMSON FAMILY JCC | ||||||
| 6255 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $10,000 |
| HEAR WISCONSIN | ||||||
| 10243 W NATIONAL AVENUE | WEST ALLIS | WI | 53227 | PC | PROGRAM SUPPORT | $12,500 |
| HERC | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $60,000 |
| HILLEL MILWAUKEE | ||||||
| 3053 N STOWELL AVE | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT | $25,000 |
| HOPE CENTER | ||||||
| 101 W BROADWAY | WAUKESHA | WI | 53186 | PC | PROGRAM SUPPORT | $10,000 |
| HOPE STRAPS INC | ||||||
| 2800 WEST RANGE LINE CT | MEQUON | WI | 53092 | PC | PROGRAM SUPPORT | $3,500 |
| HORIZON HIGH SCHOOL | ||||||
| PO BOX 45045 | MADISON | WI | 53744 | PC | PROGRAM SUPPORT | $2,500 |
| INSTIT ADV ED IN JAFFA | ||||||
| 297 SOUTH WASHINGTON AVE 2ND FLOOR | BERGENFELD | NJ | 07621 | PC | PROGRAM SUPPORT | $15,000 |
| INT'L INSTITUTE FOR GLOBAL LEADERSHIP | ||||||
| 11537 N LAKESHORE DR | MEQUON | WI | 53092 | PC | PROGRAM SUPPORT | $5,000 |
| JEWISH BEGINNINGS LUBAVITCH PRESCHOOL | ||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $20,000 |
| JEWISH EDUCATION TEXAS | ||||||
| 17819 DAVENPORT RD STE 110 | DALLAS | TX | 75252 | PC | PROGRAM SUPPORT | $25,000 |
| JEWISH EXPERIENCE MADISON | ||||||
| 3456 N 54TH ST | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $20,000 |
| JEWISH FAMILY SERVICES | ||||||
| 1300 N JACKSON ST | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $15,000 |
| JEWISH GRADUATE STUDENT INITIATIVE | ||||||
| 407 N MAPLE DR SUITE GRD1 | BEVERLY HILLS | CA | 90210 | PC | PROGRAM SUPPORT | $20,000 |
| JEWISH MUSEUM MILWAUKEE | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $25,000 |
| JEWISH REACH | ||||||
| 6789 N GREEN BAY AVE | GLENDALE | WI | 53209 | PC | PROGRAM SUPPORT | $5,000 |
| JEWISH YOUTH FOUNDATION | ||||||
| 8825 N LAKE DR | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $10,000 |
| JOURNEY HOUSE | ||||||
| 2110 WEST SCOTT STREET | MILWAUKEE | WI | 53204 | PC | PROGRAM SUPPORT | $10,000 |
| JUNIOR ACHIEVEMENT WI | ||||||
| 11111 W LIBERTY DRIVE | MILWAUKEE | WI | 53224 | PC | PROGRAM SUPPORT | $5,000 |
| KBY CONGREGATIONS TOGETHER - HEALING | ||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PC | PROGRAM SUPPORT | $10,000 |
| KBY CONGREGATIONS TOGETHER - KEHILLOT YOZMA | ||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PC | PROGRAM SUPPORT | $57,500 |
| KID NET JONATHAN | ||||||
| PO BOX 140085 | DALLAS | TX | 75214 | PC | PROGRAM SUPPORT | $10,000 |
| KIDS MATTER | ||||||
| 1850 N DR MARTIN LUTHER KING DR 202 | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $10,000 |
| LA CAUSA INC | ||||||
| 413 W SCOTT ST | MILWAUKEE | WI | 53204 | PC | PROGRAM SUPPORT | $5,000 |
| L'CHAIM CHAVUROT NORTHSHORE INC | ||||||
| PO BOX 170602 | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $40,000 |
| LIFE NAVIGATORS | ||||||
| 7203 W CENTER STREET | WAUWATOSA | WI | 53210 | PC | PROGRAM SUPPORT | $5,000 |
| LUX CENTER FOR CATH JEW STUDIES | ||||||
| 7335 SOUTH HIGHWAY 100 PO BOX 429 | HALES CORNERS | WI | 531300429 | PC | PROGRAM SUPPORT | $15,000 |
| MAJOR | ||||||
| 3322 N 51ST BLVD | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $15,000 |
| MAKE-A-WISH | ||||||
| 11020 W PLANK CT STE 200 | WAUWATOSA | WI | 53226 | PC | PROGRAM SUPPORT | $36,000 |
| META HOUSE | ||||||
| 2625 N WEIL ST 3060 | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $20,000 |
| MIAD | ||||||
| 273 E ERIE STREET | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $15,000 |
| MILWAUKEE ACADEMY OF SCIENCE | ||||||
| 2000 W KILBOURN AVE | MILWAUKEE | WI | 53233 | PC | PROGRAM SUPPORT | $10,000 |
| MILWAUKEE DIAPER MISSION | ||||||
| 4900 S PENNSYLVANNIA AVE STE 200 | CUDAHY | WI | 53110 | PC | PROGRAM SUPPORT | $5,000 |
| MILWAUKEE JEWISH COMMUNITY CHORALE | ||||||
| PO BOX 170211 | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $16,000 |
| MILWAUKEE JEWISH DAY SCHOOL | ||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $15,000 |
| MILWAUKEE JEWISH FEDERATION INC | ||||||
| 1360 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $70,000 |
| MILWAUKEE JEWISH FREE LOAN | ||||||
| 409 E SILVER SPRING DR | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $10,000 |
| MILWAUKEE KOLLEL | ||||||
| 5007 W KEEFE AVENUE | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $10,000 |
| MILWAUKEE PUBLIC LIBRARY FOUNDATION | ||||||
| PO BOX 350 | MILWAUKEE | WI | 532020350 | PC | PROGRAM SUPPORT | $5,000 |
| MILWAUKEE PUBLIC MUSEUM | ||||||
| 800 W WELLS ST | MILWAUKEE | WI | 53233 | PC | PROGRAM SUPPORT | $7,500 |
| MILWAUKEE TENNIS AND EDUCATION | ||||||
| 3000 N SHERMAN BLVD | MILWAUKEE | WI | 53210 | PC | PROGRAM SUPPORT | $8,500 |
| MILWAUKEE URBAN STABLES | ||||||
| 143 E LINCOLN AVE | MILWAUKEE | WI | 53207 | PC | PROGRAM SUPPORT | $10,000 |
| MILWAUKEE YOUTH SYMPHONY ORCHESTRA | ||||||
| 325 W WALNUT ST | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $25,000 |
| MILWAUKEE YOUTH THEATRE | ||||||
| PO BOX 510075 | MILWAUKEE | WI | 53203 | PC | PROGRAM SUPPORT | $5,000 |
| NECHAMA - JEWISH RESPONSE TO DISASTER | ||||||
| P O BOX 17249 | SAINT PAUL | MN | 55117 | PC | PROGRAM SUPPORT | $5,000 |
| NEXT ACT THEATRE | ||||||
| 255 S WATER ST | MILWAUKEE | WI | 53204 | PC | PROGRAM SUPPORT | $6,000 |
| OHR HATORAH INC | ||||||
| 7020 N GREEN BAY AVE | GLENDALE | WI | 53209 | PC | PROGRAM SUPPORT | $50,000 |
| ORLANDO TORAH ACADEMY | ||||||
| 8651 COMMODITY CIRCLE | ORLANDO | FL | 32819 | PC | PROGRAM SUPPORT | $25,000 |
| ORTHODOX UNION | ||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | PC | PROGRAM SUPPORT | $10,000 |
| ORTHODOX UNION - JSU | ||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | PC | PROGRAM SUPPORT | $5,000 |
| OWN YOUR JUDAISM | ||||||
| 4609 N RIVER PARK BLVD | GLENDALE | WI | 53209 | PC | PROGRAM SUPPORT | $5,000 |
| OZAUKEE NONPROFIT CENTER | ||||||
| 2360 DAKOTA DRIVE | GRAFTON | WI | 53024 | PC | PROGRAM SUPPORT | $5,000 |
| PARENTING NETWORK | ||||||
| 7516 W BURLEIGH ST | MILWAUKEE | WI | 53210 | PC | PROGRAM SUPPORT | $25,000 |
| PEF ISRAEL ENDOWMENT FUNDS - BARKAI | ||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $10,000 |
| PEF ISRAEL ENDOWMENT FUNDS - HANNATON EDUCATION | ||||||
| 630 THIRD AVENUE STE 1501 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $10,000 |
| PEF ISRAEL ENDOWMENT FUNDS - KFAR GALIM YOUTH VILLAGE | ||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $20,000 |
| PEF ISRAEL ENDOWMENT FUNDS - THE PRESS SERVICE OF ISRAEL | ||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 100176745 | PC | PROGRAM SUPPORT | $10,000 |
| PENFIELD CHILDREN'S CENTER | ||||||
| 833 N 26TH ST | MILWAUKEE | WI | 53233 | PC | PROGRAM SUPPORT | $10,000 |
| PLAYWORKS WISCONSIN | ||||||
| PO BOX 1603 | MILWAUKEE | WI | 53201 | PC | PROGRAM SUPPORT | $10,000 |
| PREVENT BLINDNESS WISCONSIN | ||||||
| 731 N JACKSON ST SUITE 405 | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $5,000 |
| PROFESSIONAL FIREFIGHTERS OF WI | ||||||
| 321 E MAIN STREET SUITE 200 | MADISON | WI | 53703 | PC | PROGRAM SUPPORT | $10,000 |
| RACINE CONCERT BAND | ||||||
| 800 CENTER STREET RM 15 | RACINE | WI | 53403 | PC | PROGRAM SUPPORT | $6,000 |
| REDGEN INC | ||||||
| 4230 N OAKLAND AVE 152 | SHOREWOOD | WI | 53211 | PC | PROGRAM SUPPORT | $5,000 |
| REPAIRERS OF THE BREACH | ||||||
| PO BOX 5648 | MILWAUKEE | WI | 53205 | PC | PROGRAM SUPPORT | $5,000 |
| REPAIRING TOGETHER CO MILWAUKEE JEWISH DAY SCHOOL | ||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | PC | PROGRAM SUPPORT | $15,000 |
| RIVEREDGE NATURE CENTER | ||||||
| 4458 COUNTY ROAD Y | SAUKVILLE | WI | 530801236 | PC | PROGRAM SUPPORT | $5,000 |
| RIVERSIDE UNIV HS FOUNDATION | ||||||
| 1615 E LOCUST ST | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT | $5,000 |
| RONALD MCDONALD HOUSE | ||||||
| 8948 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | PC | PROGRAM SUPPORT | $10,000 |
| RUACH INC | ||||||
| 6815 W CAPITOL DR STE 302 | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $30,000 |
| SAFE AND SOUND | ||||||
| 4422 W LEON TERRACE | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $5,000 |
| SAUKVILLE COMMUNITY FOOD PANTRY | ||||||
| 166 W DEKORA ST | SAUKVILLE | WI | 53080 | PC | PROGRAM SUPPORT | $6,000 |
| SECUREFUTURES | ||||||
| 710 N PLANKINTON AVE 1400 | MILWAUKEE | WI | 53203 | PC | PROGRAM SUPPORT | $10,000 |
| SEEDS OF HEALTH | ||||||
| 1445 SOUTH 32ND STREET | MILWAUKEE | WI | 53215 | PC | PROGRAM SUPPORT | $15,000 |
| SHARON LYNN WILSON CENTER | ||||||
| 3270 MITCHELL PARK DR | BROOKFIELD | WI | 53045 | PC | PROGRAM SUPPORT | $8,500 |
| SOJOURNER FAMILY PEACE CENTER | ||||||
| 619 W WALNUT ST | MILWAUKEE | WI | 53212 | PC | PROGRAM SUPPORT | $10,000 |
| ST COLETTA WISCONSIN | ||||||
| N 4637 COUNTY ROAD Y | JEFFERSON | WI | 53549 | PC | PROGRAM SUPPORT | $10,000 |
| STREET ANGELS INC | ||||||
| 125 N 120TH ST | WAUWATOSA | WI | 53226 | PC | PROGRAM SUPPORT | $10,000 |
| STREETWISE INC | ||||||
| 2009 S STATE STREET | CHICAGO | IL | 60616 | PC | PROGRAM SUPPORT | $5,000 |
| STUDENT ORGAN DONATION ADVOCATES | ||||||
| 2700 S JEFFERSON AVE 2237 | ST LOUIS | MO | 63104 | PC | PROGRAM SUPPORT | $10,000 |
| TEACH FOR AMERICA MILWAUKEE | ||||||
| 700 W VIRGINIA AVE SUITE 305 | MILWAUKEE | WI | 53204 | PC | PROGRAM SUPPORT | $10,000 |
| TEENS GROW GREENS | ||||||
| 322 E MICHIGAN ST STE 204 | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $12,500 |
| THE WOMEN'S CENTER INC | ||||||
| 505 N EAST AVENUE | WAUKESHA | WI | 53186 | PC | PROGRAM SUPPORT | $1,500 |
| TORAH ACADEMY OF MILWAUKEE HIGH SCHOOL | ||||||
| 6800 N GREEN BAY AVE | GLENDALE | WI | 53209 | PC | PROGRAM SUPPORT | $15,000 |
| TOYS FOR SIMCHA | ||||||
| 824 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | PROGRAM SUPPORT | $5,000 |
| URBAN ECOLOGY CENTER | ||||||
| 1500 EAST PARK PLACE | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT | $10,000 |
| UW HILLEL | ||||||
| 611 LANGDON ST | MADISON | WI | 53703 | PC | PROGRAM SUPPORT | $50,000 |
| UWM FOUNDATION | ||||||
| 1440 EAST NORTH AVENUE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $20,000 |
| VISION FORWARD ASSOCIATION | ||||||
| 912 N HAWLEY RD | MILWAUKEE | WI | 53213 | PC | PROGRAM SUPPORT | $5,000 |
| WISCONSIN ADAPTIVE SPORTS ASSOCIATION | ||||||
| 715 TALON TRAIL | BROOKFIELD | WI | 53045 | PC | PROGRAM SUPPORT | $10,000 |
| WISCONSIN CONSERVATORY OF MUSIC | ||||||
| 1584 N PROSPECT AVE | MILWAUKEE | WI | 53202 | PC | PROGRAM SUPPORT | $15,000 |
| WISCONSIN INSTITUTE FOR TORAH STUDY | ||||||
| 3288 N LAKE DR | MILWAUKEE | WI | 53211 | PC | PROGRAM SUPPORT | $230,000 |
| YESHIVA ELEMENTARY SCHOOL | ||||||
| 5115 W KEEFE AVE | MILWAUKEE | WI | 53216 | PC | PROGRAM SUPPORT | $40,000 |
| YESHIVA ZICHRON PALTIL | ||||||
| 278 HAROLD ST | STATEN ISLAND | NY | 10314 | PC | PROGRAM SUPPORT | $25,000 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | ||||||
| 15 WEST 16TH STREET 6301 | NEW YORK | NY | 10011 | PC | PROGRAM SUPPORT | $10,000 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | ||||||
| 10005 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | PC | PROGRAM SUPPORT | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,249,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $580,300 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,784 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $749,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,378,123 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,378,123 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,902 | Amt |
| Net Investment Income | $2,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $871 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN CENTRY HIGH INCOME FD Y CL | FMV | $901,446 | $901,446 |
| BAIRD INTER BOND FD INSTL CL | FMV | $4,425,352 | $4,425,352 |
| COHEN STEERS GLOBAL INFRASTRUCTURE I | FMV | $1,242,418 | $1,242,418 |
| FIDELITY TOTAL MARKET INDEX FUND | FMV | $9,601,540 | $9,601,540 |
| LORD ABBETT HIGH YIELD F3 | FMV | $3 | $3 |
| MFS EMERGING MARKETS DEBT FD CL R6 | FMV | $4 | $4 |
| NUVEEN FLOATING RATE INCOME I | FMV | $6 | $6 |
| NUVEEN SYMPHONY FLOATING I | FMV | $938,194 | $938,194 |
| PARAMETRIC VOLATILITY RISK PREMIUM | FMV | $1,214,278 | $1,214,278 |
| PARTNERS GROUP PRIVATE EQUITY II LLC | FMV | $2,143,172 | $2,143,172 |
| RREEF AMERICA II LP | FMV | $1,889,597 | $1,889,597 |
| VANGUARD TOT INT ST IDX ADM | FMV | $3,183,141 | $3,183,141 |
| STIFEL SMART RATE | FMV | $428,862 | $428,862 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,123 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,123 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $2,292 | $2,292 | $2,292 |
| LCEC - COOPERATIVE | $878 | $822 | $822 |
| PREPAID FOUNDATION TAX | $21,837 | $5,010 | $5,010 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,058 | $318 | $740 |
| INSURANCE | $3,477 | $2,434 | $1,043 |
| INFORMATION TECHNOLOGY | $10,007 | $6,004 | $4,003 |
| PAYROLL TAXES | $5,644 | $2,258 | $3,386 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS-THROUGH K-1'S | Desc |
| Revenue And Expenses Per Books | $47,784 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $47,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,784 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,009,041 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $117,435 | $117,435 | $0 |
| PAYROLL FEES | $1,922 | $769 | $1,153 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $16,827 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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