Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
Name of foundation
Joseph and Vera Zilber Charitable Foundation
Inc
% STEPHAN J CHEVALIER
Number and street (or P.O. box number if mail is not delivered to street address)710 N PLANKINTON AVE SUITE 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53203
A Employer identification number

39-2076346
B Telephone number (see instructions)

(414) 274-2400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$196,395,748J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,156,520 11,369,782 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,161,207
b Gross sales price for all assets on line 6a 35,068,605
7 Capital gain net income (from Part IV, line 2)... 5,365,657
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5,814 2,802,006 0
12 Total. Add lines 1 through 11........ 15,323,541 19,537,445 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 122,779     122,779
14 Other employee salaries and wages...... 447,968     457,482
15 Pension plans, employee benefits....... 82,350     79,384
16a Legal fees (attach schedule)......... Click to see attachment 41,061 0 0 43,800
b Accounting fees (attach schedule)....... Click to see attachment 60,778 0 0 64,825
c Other professional fees (attach schedule).... Click to see attachment 515,608 327,072 0 183,900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 157,753 7,500 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 293    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 34,705     34,156
22 Printing and publications.......... 4,720     4,720
23 Other expenses (attach schedule)....... Click to see attachment 23,818 0 0 19,771
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,491,833 334,572 0 1,010,817
25 Contributions, gifts, grants paid....... 5,768,485 10,855,290
26 Total expenses and disbursements. Add lines 24 and 25 7,260,318 334,572 0 11,866,107
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,063,223
b Net investment income (if negative, enter -0-) 19,202,873
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,393,267 10,694,582 10,694,582
3 Accounts receivable bullet35,082
Less: allowance for doubtful accounts bullet   20,335 35,082 35,082
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet   4,359,942 Click to see attachment0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 502 502 502
10a Investments—U.S. and state government obligations (attach schedule) 1,835,384 Click to see attachment1,189,176 1,189,176
b Investments—corporate stock (attach schedule)....... 40,361,465 Click to see attachment46,197,674 46,197,674
c Investments—corporate bonds (attach schedule)....... 16,960,673 Click to see attachment17,327,589 17,327,589
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 115,025,923 Click to see attachment120,949,728 120,949,728
14 Land, buildings, and equipment: basis bullet2,053
Less: accumulated depreciation (attach schedule) bullet638 1,708 1,415 1,415
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 184,959,199 196,395,748 196,395,748
Liabilities 17 Accounts payable and accrued expenses.......... 108,371 107,318
18 Grants payable................. 12,347,585 7,260,781
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) 0  
23 Total liabilities (add lines 17 through 22)......... 12,455,956 7,368,099
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 172,503,243 189,027,649
30 Total liabilities and net assets/fund balances (see instructions). 184,959,199 196,395,748
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
172,503,243
2
Enter amount from Part I, line 27a .....................
2
8,063,223
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,473,324
4
Add lines 1, 2, and 3 ..........................
4
189,039,790
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,141
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
189,027,649
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PERSHING - 1484 D    
b JP MORGAN - 7002 D    
c JP MORGAN - 7004 D    
d JP MORGAN - 1008 D    
e CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,489,568   7,966,338 1,523,230
b 18,807,092   15,606,745 3,200,347
c 1,712,393   1,267,008 445,385
d 4,812,778   4,862,857 -50,079
e       52,082
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,523,230
b       3,200,347
c       445,385
d       -50,079
e        
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,365,657
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 11,509,199 182,537,235 0.063051
2017 9,172,675 201,052,584 0.045623
2016 6,267,496 156,003,345 0.040175
2015 3,301,877 46,884,025 0.070426
2014 1,498,085 35,738,888 0.041918
2
Total of line 1, column (d) .....................
2
0.261193
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.052239
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
186,764,801
5
Multiply line 4 by line 3......................
5
9,756,406
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
192,029
7
Add lines 5 and 6........................
7
9,948,435
8
Enter qualifying distributions from Part XII, line 4,.............
8
11,866,107
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 192,029
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 192,029
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 192,029
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 207,376
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 207,376
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,347
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet15,347 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see list of attachments.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.zilberfamilyfoundation.org
    14
    The books are in care ofbulletSTEPHAN J CHEVALIER Telephone no.bullet (414) 274-2474

    Located atbullet710 N PLANKINTON AVE SUITE 1200MILWAUKEEWI ZIP+4bullet53203
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARCY C JACKSON PRESIDENT/DIRECTOR
    5.0     		20,000 0 3,479
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    MARILYN ZILBER DIRECTOR
    2.0     		5,000 0 4,931
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    SHANE M JACKSON DIRECTOR
    2.0     		5,000 0 6,794
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    MELISSA S A JACKSON DIRECTOR
    2.0     		5,000 0 11,184
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    JAMES F JANZ VICE PRESIDENT/DIRECTOR
    5.0     		20,000 0 238
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    STEPHAN J CHEVALIER SECRETARY/TREASURER/DIRECTOR
    10.0     		5,000 0 2,657
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    MICHAEL P MERVIS DIRECTOR
    5.0     		20,000 0 5,173
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    JOHN K TSUI DIRECTOR
    2.0     		5,000 0 3,323
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    SUSAN LLOYD EXECUTIVE DIRECTOR
    40.0     		265,000 0 7,652
    710 N PLANKINTON AVE STE 1200
    MILWAUKEE,WI53203
    ERIN FREDERICK SR PROGRAM OFFICER
    40.0     		111,373 0 22,718
    710 N PLANKINTON AVE STE 1200
    MILWAUKEE,WI53203
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Urban Ventures Group Inc Grant impact assess. 181,500
    3 Church Circle Suite 271
    ANNAPOLIS,MD21401
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    72,733,832
    b
    Average of monthly cash balances.......................
    1b
    330,996
    c
    Fair market value of all other assets (see instructions)................
    1c
    116,544,107
    d
    Total (add lines 1a, b, and c).........................
    1d
    189,608,935
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    189,608,935
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,844,134
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    186,764,801
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,338,240
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,338,240
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    192,029
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    192,029
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,146,211
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    9,146,211
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    9,146,211
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    11,866,107
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    11,866,107
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    192,029
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    11,674,078
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 9,146,211
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2015, 2014, 2013  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017...... 0
    e From 2018...... 1,053,249
    fTotal of lines 3a through e........ 1,053,249
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 11,866,107
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 9,146,211
    e Remaining amount distributed out of corpus 2,719,896
    5 Excess distributions carryover applied to 2019.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,773,145
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		3,773,145
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017.... 0
    d Excess from 2018.... 1,053,249
    e Excess from 2019.... 2,719,896
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOSEPH VERA ZILBER CHARITABLE
    710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203
    INFO@ZILBERFAMILYFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    GRANTSEEKERS ARE ENCOURAGED TO CONTACT THE FOUNDATION AT INFO@ZILBERFAMILYFOUNDATION.ORG WITH A ONE-PAGE LETTER OF INQUIRY BEFORE PREPARING A PROPOSAL.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GIVEN LIMITED RESOURCES OF TIME AND MONEY, THE FOUNDATION TYPICALLY INVITES PROPOSALS THAT RESPOND TO ITS PRIORITIES, RATHER THAN FUND UNSOLICITED PROPOSALS. THE FOUNDATION DOES NOT CONSIDER REQUESTS FOR: - Individual Assistance - For-profit organizations - Political Parties or candidates - Endowments - Annual Fund Appeals - Fundraising Events - Conferences or Workshops - Individual Scholarships, Fellowships, Loans or Projects - Publications GRANT RECIPIENTS ARE REQUIRED TO REPORT ON PROGRESS TOWARD EXPECTED RESULTS EVERY SIX MONTHS, WITH DISBURSEMENTS DEPENDENT ON STAFF APPROVAL OF NARRATIVE AND FINANCIAL REPORTS.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    University of Wisconsin Foundation
    1440 E North Avenue
    Milwaukee,WI53202     		NONE PC To support the Zilber School of Public Health FOR PROGRAM ACTIVITIES 1,285,714
    United Community Center Inc
    1028 S 9th Street
    Milwaukee,WI53203     		NONE PC To build a new residential substance abuse facility 50,000
    Center for Resilient Cities
    1243 N 10th Street
    Suite 200
    Milwaukee,WI53205     		NONE PC For revitalization of Johnsons Park in Lindsay Heights 50,000
    Ronald Reagan IB High School
    4965 S 20th Street
    Milwaukee,WI53221     		NONE PC To support Vera J. Zilber music department 5,000
    Childrens Hospital
    9000 W Wisconsin Ave
    270
    Milwaukee,WI53226     		NONE PC To fund advocacy center 60,000
    PBS Hawaii
    2350 Dole Street
    Honolulu,HI96822     		NONE PC To support NEW HOME campaign 100,000
    Guest House of Milwaukee
    1213 N 13th Street
    Milwaukee,WI53205     		NONE PC To upgrade homeless shelter 100,000
    Meta House
    2625 N Weil Street
    Milwaukee,WI53212     		NONE PC To provide substance abuse treatment to women 100,000
    Milwaukee College Prep School
    2449 N 36th Street
    Milwaukee,WI53210     		NONE PC To support school expansion 50,000
    St Ann Center for Intergenerational Care
    2801 E Morgan Ave
    Milwaukee,WI53207     		NONE PC To support construction of north side campus 100,000
    Journey House
    2110 W Scott Street
    Milwaukee,WI53204     		NONE PC To support youth and family programs 250,000
    Walnut Way
    1836 W Fond du Lac Ave
    Milwaukee,WI53205     		NONE PC To serve as lead agency for ZNI 450,000
    Aurora Zilber Family Hospice
    950 N 12th Street
    Suite A511
    Milwaukee,WI53233     		NONE SO I To expand employee and volunteer training 50,000
    Heartland Housing
    208 S LaSalle Street
    Suite 1300
    Chicago,IL60608     		NONE PC To support housing development 100,000
    Clarke Square Neighborhood Initiative
    Journey House
    2110 W Scott Street
    Milwaukee,WI53204     		NONE PC To serve as fiscal agent for CSNI 100,000
    Running Rebels
    1300A W Fond du Lac Avenue
    Milwaukee,WI53205     		NONE PC To provide general operating support 50,000
    National Center for Family Philanthropy
    1667 K Street NW
    Suite 550
    Washington,DC20006     		NONE PC To support general operations 4,900
    Dominican Center for Women
    2470 W Locust Street
    Milwaukee,WI53203     		NONE PC To support neighborhood revitalization 37,500
    Goodwill Industries of SE Wisconsin
    5400 S 60th Street
    Greendale,WI53129     		NONE PC To pilot new employment program 53,000
    Rebuilding Together of Greater Milwaukee
    700 W Virginia Street
    221
    Milwaukee,WI53204     		NONE PC To improve housing conditions 105,000
    Sojourner Family Peace Center
    619 W Walnut Street
    Milwaukee,WI53212     		NONE PC To support general operations 75,000
    Walnut Way Conservation Corp - IWC Phase II
    1836 W Fond du Lac Ave
    Milwaukee,WI53205     		NONE PC To support construction of Phase II 250,000
    YMCA of Metropolitan Milwaukee
    161 W Wisconsin Ave
    Suite 4000
    Milwaukee,WI53203     		NONE PC To provide restricted operations support 125,000
    ACTS Housing
    2414 W Vliet Street
    Milwaukee,WI53205     		NONE PC To provide donation match 100,000
    Cathedral Center
    845 N Van Buren Street
    Milwaukee,WI53202     		NONE PC To provide emergency shelter for women and children 50,000
    City of Milwaukee
    200 E Wells Street
    Room 603
    Milwaukee,WI53202     		NONE GOV To support beautification projects in Lindsay Heights neighborhood 50,000
    COA Youth & Family Centers
    909 E North Avenue
    Milwaukee,WI53212     		NONE PC To expand early literacy programs 79,500
    First Stage Inc
    325 W Walnut Street
    Milwaukee,WI53212     		NONE PC To expand First Stage programs to schools 50,000
    Journey House
    2110 W Scott Street
    Milwaukee,WI53204     		NONE PC To support operation of Financial Opportunity Center 50,000
    Neu-Life Community Development Inc
    2014 W North Avenue
    Milwaukee,WI53205     		NONE PC To support youth programs 100,000
    Playworks Wisconsin
    3600 W Pierce Street
    Milwaukee,WI53215     		NONE PC To provide school programs 100,000
    Riverworks Development Corporation
    526 E Concordia Avenue
    Milwaukee,WI53212     		NONE PC To support operations and renovations 50,000
    Urban Ecology Center Inc
    1500 E Park Place
    Milwaukee,WI53211     		NONE PC To expand education project 75,000
    ArtWorks for Milwaukee Inc
    207 E Buffalo Street
    Suite 600
    Milwaukee,WI53202     		NONE PC To support high school arts programs 25,000
    COREEl Centro Inc
    130 W Bruce Street
    Suite 300
    Milwaukee,WI53204     		NONE PC To support Lindsay Heights programs and expansion 100,000
    Fred Hutchinson Cancer Research Center
    1100 Fairview Ave N
    Seattle,WA98109     		NONE PC To support research and provide financial aid 100,000
    Greater Milwaukee Foundation
    101 W Pleasant Street
    Suite 210
    Milwaukee,WI53212     		NONE PC To support literacy intervention program 66,000
    Guest House of Milwaukee
    1216 N 13th Street
    Milwaukee,WI53205     		NONE PC To support operations and expansion 50,000
    Hawaii Alliance for Arts in Education
    1040 Richards Street
    Suite 301
    Honolulu,HI96817     		NONE PC To support elementary school art programs 20,000
    The Institute for Human Services Inc
    546 Kaaahi Street
    Honolulu,HI96817     		NONE PC To support programs for homeless individuals 50,000
    Layton Boulevard West Neighbors Inc
    1545 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To support housing initiatives 216,030
    Capuchin Community Services -
    Province of St Joseph
    1015 N 9th Street
    Milwaukee,WI53233     		NONE PC To provide match for donations 250,000
    St Marcus School
    2215 N Palmer Street
    Milwaukee,WI53212     		NONE PC To provide expansion support 200,000
    Word of Hope Ministries
    1677 N 40th Street
    Milwaukee,WI53210     		NONE PC To support substance abuse program 45,000
    Benedict Center Inc
    1848 N Dr Martin Luther King Drive
    Milwaukee,WI53212     		NONE PC To support Benedict Center's Sisters program 112,500
    Community Advocates Inc
    728 N James Lovell
    Milwaukee,WI53233     		NONE PC To support human services 50,000
    Cross Lutheran Church
    1821 N 16th Street
    Milwaukee,WI53205     		NONE PC To support human needs programs 100,000
    Layton Boulevard West Neighbors Inc
    1545 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To support purchase and rehab of building 107,000
    Milwaukee Center for Independence Foundation Inc
    2020 W Wells Street
    Milwaukee,WI53233     		NONE PC To support culinary arts programs 150,000
    PEARLS for Teen Girls
    1805 N Martin Luther King Drive
    Milwaukee,WI53212     		NONE PC To support leadership development programs 100,000
    Penfield Children's Center
    833 N 26th Street
    Milwaukee,WI53233     		NONE PC To support Montessori campaign 250,000
    United Neighborhood Center of Milwaukee
    710 N Plankinton Ave
    Suite 740
    Milwaukee,WI53203     		NONE PC To support UNCOM to continue as an operating partner of ZNI 100,000
    Walnut Way Conservation Corp
    1836 W Fond du Lac Ave
    Milwaukee,WI53205     		NONE PC To support technology updates 50,000
    Peace Ambassadors International
    PO Box 235
    Malibu,CA90265     		NONE PC Shane Jackson director grant -2,000
    Ceeds of Peace
    PO Box 235696
    Honolulu,HI96823     		NONE PC To support peace-building program 82,000
    Kualoa-He'eia Ecumenical Youth Project
    47-200 Waihee Road
    Kaneohe,HI96744     		NONE PC To support programs and operations 50,000
    Artists Working in Education
    4315 W Vliet Street
    Milwaukee,WI53208     		NONE PC To support art education programs 57,500
    Betty Brinn Children's Museum Inc
    929 E Wisconsin Avenue
    Milwaukee,WI53202     		NONE PC To support various programs 50,000
    City of Milwaukee - Earn and Learn
    101 W Pleasant Street
    Suite 210
    Milwaukee,WI53212     		NONE PC To support youth employment program 50,000
    Columbia St Mary's Foundation
    2320 N Lake Drive
    Milwaukee,WI53211     		NONE PC To support free dental care for youth 25,000
    Data You Can Use Inc
    4903 N Cumberland Boulevard
    Whitefish Bay,WI53217     		NONE PC To provide technical training to grantees 100,000
    Discovery World Ltd
    500 N Harbor Drive
    Milwaukee,WI53202     		NONE PC To provide technology and science programs 150,000
    Epic Center Community Organization
    1236 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To support youth programs 40,000
    Fondy Food Center
    1617 E North Avenue
    Suite 4
    Milwaukee,WI53205     		NONE PC To create Fondy Park 40,000
    Housing Resources Inc
    7830 W Burleigh Street
    Milwaukee,WI53222     		NONE PC To provide housing services in ZNI neighborhoods 75,000
    LISC Milwaukee
    234 W Florida Street
    Suite 2014
    Milwaukee,WI53212     		NONE PC To support public programs and deliver technical assistance 200,000
    Milwaukee Business Community Collaborative Inc
    PO Box 12360
    2821 N 4th Street
    Milwaukee,WI53212     		NONE PC To support employment programs 50,000
    Penfield Children's Center
    833 N 26th Street
    Milwaukee,WI53233     		NONE PC To support mental health treatment for children 125,000
    Safe & Sound Inc
    801 W Michigan Street
    Milwaukee,WI53233     		NONE PC To create safe and healthy communities 125,000
    Smithsonian Institution
    PO Box 37012 MRC 1205
    Washington,DC20013     		NONE PC To support biodiversity assessment in Oahu 25,000
    Teach for America Inc
    700 W Virginia Street
    Suite 610
    Milwaukee,WI53204     		NONE PC To support training of local educators 25,000
    Wisconsin Voices
    633 S Hawley Road
    Suite 112
    Milwaukee,WI53214     		NONE PC To support voter activities 50,000
    Wisconsin Women's Business Initiative Corp
    1533 N Rivercenter
    Milwaukee,WI53212     		NONE PC To provide services to aspiring entrepreneurs 87,500
    Historic Milwaukee
    207 E Michigan Street
    Suite 406
    Milwaukee,WI53202     		NONE PC To support 2017 Doors Open program 10,000
    Playworks Wisconsin
    3600 W Pierce Street
    Milwaukee,WI53215     		NONE PC To match Rotary and United Way support 8,500
    Marquette University
    1250 W Wisconsin Avenue
    Milwaukee,WI53233     		NONE PC To support Neighborhood News Service 125,000
    Froedtert Hospital Foundation
    9200 W Wisconsin Avenue
    Milwaukee,WI53226     		NONE PC Steve Chevalier director grant 5,000
    The Nicole Ellis Foundation
    PO Box 569
    South Holland,IL60473     		NONE PC Jim Janz director grant 500
    Penfield Children's Center
    833 N 26th Street
    Milwaukee,WI53233     		NONE PC Jim Janz director grant 5,000
    Boys & Girls Club of Hawaii
    345 Queen Street
    Suite 900
    Honolulu,HI96816     		NONE PC Melissa Jackson director grant 5,000
    After School All-Stars Hawaii
    47477 Kilauea Avenue
    Suite 210
    Honolulu,HI96816     		NONE PC Melissa Jackson director grant 1,500
    Castle Medical Center
    640 Ulukahiki Street
    Kailua,HI96734     		NONE PC Melissa Jackson director grant 5,000
    Metcalfe Park Community Bridges
    3624 W North Avenue
    Milwaukee,WI53208     		NONE PC To support youth pre-employment programs 2,600
    Boys and Girls Club of Greater Milwaukee
    1558 N 6th Street
    Milwaukee,WI53212     		NONE PC To support the BEE Healthy Garden 5,000
    Greater Milwaukee Synod
    1212 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To support community service programs and operations 4,220
    Milwaukee Public Schools Foundation Inc
    PO Box 2181
    Milwaukee,WI53201     		NONE PC To support the mission of the MPS Foundation 10,000
    Groundwork Milwaukee
    1845 N Farwell Avenue
    Suite 100
    Milwaukee,WI53202     		NONE PC Mike Mervis director grant 5,000
    Hope House of Milwaukee
    209 W Orchard Street
    Milwaukee,WI53204     		NONE PC To support the emergency floor joist replacement 7,500
    ACTS Housing
    2414 W Vliet Street
    Milwaukee,WI53205     		NONE PC To support homeownership opportunities 100,000
    Big Brothers Big Sisters of Metro Milwaukee
    788 N Jefferson Street
    Sutie 600
    Milwaukee,WI53202     		NONE PC To support youth mentoring programs 20,000
    Boys & Girls Club of Hawaii
    345 Queen Street
    Suite 900
    Honolulu,HI96813     		NONE PC To support Windward Clubhouse Multimedia program 80,000
    Community Warehouse
    521 S 9th Street
    Milwaukee,WI53204     		NONE PC To provide affordable building materials 75,000
    Hale Kipa Inc
    615 Piikoi Street
    Suite 203
    Honolulu,HI96814     		NONE PC To support A New Home for Hale Kipa campaign 50,000
    International Association for Human Values
    2401 15th Street NW
    Washington,DC20009     		NONE PC To support the Yes for Schools program 125,000
    Literacy Services of Wisconsin Inc
    555 N Plankinton Avenue
    Milwaukee,WI53203     		NONE PC To support workforce development skills 40,000
    Milwaukee Public Schools Foundation Inc
    234 W Galena Street
    Milwaukee,WI53212     		NONE PC To support Turnaround Arts program 75,000
    Neighborhood House of Milwaukee
    2819 W Richardson Place
    Milwaukee,WI53208     		NONE PC To support youth programs 25,000
    Next Door Foundation Inc
    2545 N 29th Street
    Milwaukee,WI53210     		NONE PC To support professional development for early chilhood educators 50,000
    Nia Imani Family Inc
    1325 N 25th Street
    Milwaukee,WI53205     		NONE PC To support transitional housing 30,000
    North AvenueFond du Lac Marketplace BID 32
    2027 W Fond du Lac Avenue
    Milwaukee,WI53205     		NONE PC To support neighborhood improvement 25,000
    Project Vision Hawaii
    PO Box 23212
    Honolulu,HI96823     		NONE PC To support Showers for the People program 150,000
    Radio Milwaukee
    220 E Pittsburgh Avenue
    Milwaukee,WI53204     		NONE PC To supoort the Cultural Commons initiative 25,000
    Southside Organizing Committee Inc
    1300 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To support bilingual resident outreach 50,000
    TRUE Skool Inc
    161 W Wisconsin Ave
    Suite LL 1000
    Milwaukee,WI53203     		NONE PC To support youth workforce development activities 60,000
    United Way of Greater Milwaukee &
    Waukesha County Inc
    225 W Vine Street
    Milwaukee,WI53212     		NONE PC To support Longfellow School in partnership 60,000
    United Way of Greater Milwaukee &
    Waukesha County Inc
    225 W Vine Street
    Milwaukee,WI53212     		NONE PC To support library program 70,000
    Smithsonian Institution
    PO Box 37012 MRC 035
    Washington,DC20013     		NONE PC Jack Tsui director grant 50,000
    Ronald Reagan Booster Club
    N4977 Spearhead Trail
    Juneau,WI53039     		NONE PC Mike Mervis director grant 2,500
    Trinity Habitat for Humanity
    9333 N Normandale Street
    Fort Worth,TX76116     		NONE PC As part of Zilber Gives Back program 25,000
    Volunteers of America
    3434 Marconi Avenue
    Sacramento,CA95821     		NONE NC As part of Zilber Gives Back program 15,000
    Milwaukee Film
    299 E Wisconsin Avenue
    Suite 200
    Milwaukee,WI53202     		NONE PC To support general operations 10,000
    Marquette University
    1250 W Wisconsin Avenue
    Milwaukee,WI53233     		NONE PC Jim Janz director grant 3,900
    Red Cloud Indian School
    100 Mission Drive
    Pine Ridge,SD57770     		NONE PC Jim Janz director grant 5,000
    La Casa de Esperanza
    410 Arcadian Avenue
    Waukesha,WI53186     		NONE PC Jim Janz director grant 5,000
    Faith Builders International Ministry
    4901 S Howell Avenue
    Milwaukee,WI53207     		NONE PC To support Christmas in Milwaukee 2,000
    Wisconsin Philanthropy Network Inc
    15850 W Bluemound Road
    Suite 204
    Brookfield,WI53005     		NONE PC To support effective philanthropy programs 5,000
    Center for Tomorrow's Leaders
    677 Ala Moana Boulevard
    1100
    Honolulu,HI96813     		NONE PC To support youth leadership 15,000
    Clarke Square Neighborhood Initiative
    2110 W Scott Street
    Milwaukee,WI53204     		NONE PC To serve as lead agency for ZNI 100,000
    Dominican Center for Women
    2470 W Locust Street
    Milwaukee,WI53203     		NONE PC To support revitalization of neighborhoods 75,000
    Feeding America Eastern Wisconsin Inc
    1700 W Fond du Lac Avenue
    Milwaukee,WI53205     		NONE PC To increase access to healthy foods 25,000
    Gathering of Southeast Wisconsin Inc
    804 E Juneau Avenue
    Milwaukee,WI53202     		NONE PC To support meal programs 12,500
    Greater Milwaukee Committee
    247 Freshwater Way
    Suite 400
    Milwaukee,WI53204     		NONE PC To support African American leadership efforts 25,000
    Greater Milwaukee Foundation
    101 W Pleasant Street
    Suite 210
    Milwaukee,WI53212     		NONE PC To support Community Connections Small Grants program 20,000
    Ho'ola Na Pua
    PO Box 22551
    Honolulu,HI96823     		NONE PC To support awareness of underage sex trafficking 50,000
    Layton Boulevard West Neighbors Inc
    1545 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To serve as lead agency for ZNI 150,000
    Milwaukee Christian Center Inc
    807 S 14th Street
    Milwaukee,WI53204     		NONE PC To support leadership infrastructure 50,000
    Revitalize Milwaukee
    700 W Virginia Street
    221
    Milwaukee,WI53204     		NONE PC To implement housing strategy 50,000
    Revitalize Milwaukee
    700 W Virginia Street
    221
    Milwaukee,WI53204     		NONE PC To provide free home repairs 200,000
    Running Rebels
    1300A W Fond du Lac Avenue
    Milwaukee,WI53205     		NONE PC To support youth programs 50,000
    Silver Spring Neighborhood Center Inc
    5640 N 64th Street
    Milwaukee,WI53218     		NONE PC To support job training 20,000
    Sixteenth Street Community Health Centers
    1337 S Cesar Chavez Drive
    Milwaukee,WI53204     		NONE PC To support community engagement activities 25,000
    Sojourner Family Peace Center
    619 W Walnut Street
    Milwaukee,WI53212     		NONE PC To support education about violence and trauma 62,500
    United Neighborhood Center of Milwaukee
    710 N Plankinton Ave
    Suite 740
    Milwaukee,WI53203     		NONE PC To serve as operating partner of ZNI 100,000
    Young Women's Christian Association of Oahu
    1040 Richards Street
    Honolulu,HI96813     		NONE PC To support Economic Advancement Programs for women 50,000
    North Shore Community Land Trust
    PO Box 1179
    Haleiwa,HI96712     		NONE PC Shane Jackson director grant 2,500
    Le Jardin Academy
    917 Kalanianaole Highway
    Kailua,HI96734     		NONE PC Shane Jackson director grant 20,000
    Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104     		NONE PC Mike Mervis director grant 500
    Make-A-Wish Hawaii
    PO Box 1877
    Honolulu,HI96805     		NONE PC Melissa Jackson director grant 10,000
    Honolulu Theatre for Youth
    1149 Bethel Street
    Suite 700
    Honolulu,HI96813     		NONE PC Shane Jackson director grant 10,000
    Greater Milwaukee Committee
    247 Freshwater Way
    Suite 400
    Milwaukee,WI53204     		NONE PC To support revitalization of neighborhoods 5,000
    Nativity Jesuit Academy
    1515 S 29th Street
    Milwaukee,WI53215     		NONE PC Jim Janz director grant 5,000
    Women's Care Center Foundation
    PO Box 13926
    Milwaukee,WI53213     		NONE PC Jim Janz director grant 3,000
    St Anne's Salvatorian Campus
    3800 N 92nd Street
    Milwaukee,WI53222     		NONE PC Jim Janz director grant 5,000
    The UWM Foundation
    PO Box 742
    Milwaukee,WI53201     		NONE PC Steve Chevalier director grant 25,000
    RCM Community Trust
    750 N Lincoln Memorial Drive
    Suite 320
    Milwaukee,WI53202     		NONE PC Steve Chevalier director grant 2,250
    United Performing Arts Fund
    301 W Wisconsin Avenue
    Suite 600
    Milwaukee,WI53202     		NONE PC Employee match 62,154
    Martin Luther King Economic Development Corp
    2745 N Dr Martin Luther King Jr Dri
    Milwaukee,WI53212     		NONE PC To support the Welford Sanders Statue Fund 2,500
    Greater Milwaukee Foundation
    101 W Pleasant Street
    Suite 210
    Milwaukee,WI53212     		NONE PC To support attendance of Chicago summit by alumni 10,000
    Assets School
    One Ohana Nui Way
    Honolulu,HI96818     		NONE PC Melissa Jackson director grant 5,000
    Milwaukee Rescue Mission
    830 N 19th Street
    Milwaukee,WI53233     		NONE PC Employee holiday giving 1,000
    Hunger Task Force
    201 S Hawley Court
    Milwaukee,WI53214     		NONE PC Employee holiday giving 1,000
    Wisconsin Humane Society
    4500 W Wisconsin Avenue
    Milwaukee,WI53208     		NONE PC Employee holiday giving 1,000
    Penfield Children's Center
    833 N 26th Street
    Milwaukee,WI53233     		NONE PC Employee holiday giving 1,000
    Maui Humane Society
    1350 Mehameha Loop
    PO Box 1047
    Puunene,HI96784     		NONE PC Employee holiday giving 1,000
    Maui Humane Society
    1350 Mehameha Loop
    PO Box 1047
    Puunene,HI96784     		NONE PC Employee holiday giving 1,000
    St Jude Children's Research Hospital
    Donor Services
    262 Danny Thomas Place
    Memphis,TN38105     		NONE PC Employee holiday giving 1,000
    St Jude Children's Research Hospital
    Donor Services
    262 Danny Thomas Place
    Memphis,TN38105     		NONE PC Employee holiday giving 1,000
    St Jude Children's Research Hospital
    Donor Services
    262 Danny Thomas Place
    Memphis,TN38105     		NONE PC Employee holiday giving 1,000
    St Jude Children's Research Hospital
    Donor Services
    262 Danny Thomas Place
    Memphis,TN38105     		NONE PC Employee holiday giving 1,000
    The Institute for Human Services Inc
    546 Kaaahi Street
    Honolulu,HI96817     		NONE PC Director grant designated by Jim Janz 5,000
    Hawaii Community Foundation
    827 Fort Street Mall
    Honolulu,HI96813     		NONE PC To support community programs 100,000
    Kualoa-He'eia Ecumenical Youth Project
    47-200 Waihee Road
    Kaneohe,HI96744     		NONE PC To support the 50th Anniversary Collective Sustainability Initiative 50,000
    Milwaukee Public Library
    814 W Wisconsin Avenue
    Milwaukee,WI53233     		NONE PC To support visit by Sam Quinones 10,000
    Jacobs Center for Neighborhood Innovation
    404 Euclid Avenue
    San Diego,CA92114     		NONE PC To honor the board and staff 5,000
    Le Jardin Academy
    917 Kalanianaole Highway
    Kailua,HI96734     		NONE PC Shane Jackson director grant 10,000
    Le Jardin Academy
    917 Kalanianaole Highway
    Kailua,HI96734     		NONE PC Melissa Jackson director grant 13,000
    Jesse Lewis Choose Love Movement
    PO Box 605
    Newton,CT06470     		NONE PC Shane Jackson director grant 9,711
    Jesse Lewis Choose Love Movement
    PO Box 605
    Newton,CT06470     		NONE PC Marcy Jackson director grant 9,711
    Make-A-Wish Hawaii
    PO Box 1877
    Honolulu,HI96805     		NONE PC Melissa Jackson director grant 5,000
    Hawaii Education of the ARTS
    150 Hamakua Street
    Suite 517
    Kailua,HI96734     		NONE PC Shane Jackson director grant 3,000
    Victory Garden Initiative
    1845 N Farwell Avenue
    Milwaukee,WI53202     		NONE PC To support the Victory Garden BLITZ 10,000
    USO Wisconsin
    750 N Lincoln Memorial Drive
    Suite 407
    Milwaukee,WI53202     		NONE PC To support general operations 5,000
    St Joan Antida High School
    1341 N Cass Street
    Milwaukee,WI53202     		NONE PC Mike Mervis director grant 5,000
    The Historic Cocoa Village Playhouse
    300 Brevard Avenue
    Cocoa,FL32922     		NONE PC Mike Mervis director grant 10,000
    Hawaii Public Television Foundation
    2350 Dole Street
    Honolulu,HI96822     		NONE PC Marilyn Zilber director grant 2,500
    Guest House of Milwaukee
    1216 N 13th Street
    Milwaukee,WI53205     		NONE PC To support workshop speaker 5,000
    Wisconsin World Affairs Council
    10600 W Mitchell Street
    West Allis,WI53214     		NONE PC Steve Chevalier director grant 12,500
    Ceeds of Peace
    PO Box 235696
    Honolulu,HI96823     		NONE PC Shane Jackson director grant 21,000
    Walnut Way
    1836 W Fond du Lac Ave
    Milwaukee,WI53205     		NONE PC To support Leadership Advanced program 5,100
    The Nicole Ellis Foundation
    PO Box 569
    South Holland,IL60473     		NONE PC Jim Janz director grant 500
    Penfield Children's Center
    833 N 26th Street
    Milwaukee,WI53233     		NONE PC Jim Janz director grant 5,000
    Red Cloud Indian School
    100 Mission Drive
    Pine Ridge,SD57770     		NONE PC Jim Janz director grant 5,000
    RiverEdge Nature Center
    4458 Cty Hwy Y
    Saukville,WI53080     		NONE PC To support general operations 10,000
    Make-A-Wish Hawaii
    PO Box 1877
    Honolulu,HI96805     		NONE PC Melissa Jackson director grant 25,000
    Windward Choral Society
    202 Aiokoa Street
    Kailua,HI96734     		NONE PC Marcy Jackson director grant 10,000
    Still Waters Collective Corporation
    300 W Walnut Street
    Milwaukee,WI53212     		NONE PC To support film about Milwaukee neighborhoods 10,000
    Total .................................bullet 3a 10,855,290
    bApproved for future payment
    ACTS Housing
    2414 W Vliet Street
    Milwaukee,WI53205     		NONE PC To support homeownership opportunities 100,000
    Community Warehouse
    521 S 9th Street
    Milwaukee,WI53204     		NONE PC To provide affordable building materials 75,000
    Hale Kipa Inc
    615 Piikoi Street
    Suite 203
    Honolulu,HI96814     		NONE PC To support A New Home for Hale Kipa campaign 200,000
    Literacy Services of Wisconsin Inc
    555 N Plankinton Avenue
    Milwaukee,WI53203     		NONE PC To support workforce development skills 40,000
    Next Door Foundation Inc
    2545 N 29th Street
    Milwaukee,WI53210     		NONE PC To support professional development for early childhood educators 50,000
    Nia Imani Family Inc
    1325 N 25th Street
    Milwaukee,WI53205     		NONE PC To support transitional housing 30,000
    Clarke Square Neighborhood Initiative
    2110 W Scott Street
    Milwaukee,WI53204     		NONE PC To serve as lead agency for ZNI 300,000
    Dominican Center for Women
    2470 W Locust Street
    Milwaukee,WI53203     		NONE PC To support revitalization of neighborhoods 75,000
    Feeding America Eastern Wisconsin Inc
    1700 W Fond du Lac Avenue
    Milwaukee,WI53205     		NONE PC To increase access to healthy foods 25,000
    Gathering of Southeast Wisconsin Inc
    804 E Juneau Avenue
    Milwaukee,WI53202     		NONE PC To support meal programs 12,500
    Greater Milwaukee Committee
    247 Freshwater Way
    Suite 400
    Milwaukee,WI53204     		NONE PC To support African American leadership efforts 25,000
    Greater Milwaukee Foundation
    101 W Pleasant Street
    Suite 210
    Milwaukee,WI53212     		NONE PC To support Community Connections Small Grants program 20,000
    Ho'ola Na Pua
    PO Box 22551
    Honolulu,HI96823     		NONE PC To support awareness of underage sex trafficking 50,000
    Journey House
    2110 W Scott Street
    Milwaukee,WI53204     		NONE PC To support multiple capital improvements 250,000
    Layton Boulevard West Neighbors Inc
    1545 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To support renovations at Burnham Park 200,000
    Layton Boulevard West Neighbors Inc
    1545 S Layton Boulevard
    Milwaukee,WI53215     		NONE PC To serve as lead agency for ZNI 450,000
    Revitalize Milwaukee
    700 W Virginia Street
    221
    Milwaukee,WI53204     		NONE PC To implement housing strategy 50,000
    Revitalize Milwaukee
    700 W Virginia Street
    221
    Milwaukee,WI53204     		NONE PC To provide free home repairs 200,000
    Running Rebels
    1300A W Fond du Lac Avenue
    Milwaukee,WI53205     		NONE PC To support youth programs 150,000
    Sixteenth Street Community Health Centers
    1337 S Cesar Chavez Drive
    Milwaukee,WI53204     		NONE PC To support community engagement activities 25,000
    Sojourner Family Peace Center
    619 W Walnut Street
    Milwaukee,WI53212     		NONE PC To support education about violence and trauma 187,500
    United Neighborhood Center of Milwaukee
    710 N Plankinton Ave
    Suite 740
    Milwaukee,WI53203     		NONE PC To serve as operating partner of ZNI 100,000
    Young Women's Christian Association of Oahu
    1040 Richards Street
    Honolulu,HI96813     		NONE PC To support Economic Advancement Programs for women 50,000
    Total .................................bullet 3b 2,665,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 10,156,520  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 5,161,207  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASSTHROUGH ENTITY DISTRIBUTIONS     		    18 5,814  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   15,323,541  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,323,541
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 60,778 0 0 64,825

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 DepreciationSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED 17,327,589 17,327,589

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED 46,197,674 46,197,674

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    1,189,176
    State & Local Government Securities - End of Year Fair Market Value:


    1,189,176


    TY 2017 InvestmentsOtherSchedule2
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED FMV 120,949,728 120,949,728

    TY 2017 LegalFeesSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 41,061 0 0 43,800


    TY 2017 OtherDecreasesSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Description Amount
    UNREALIZED LOSS ON MARKETABLE SECURITIES 12,141


    TY 2017 OtherExpensesSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP DUES 7,610 0 0 7,610
    OFFICE 4,173     2,863
    SOFTWARE CONTRACT 3,025     3,025
    DELIVERY 1,193     1,193
    GENERAL 403     403
    PROMOTIONAL MATERIAL 216     216
    MISCELLANEOUS 7,198     4,461


    TY 2017 OtherIncomeSchedule2
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BROKER DISTRIBUTIONS 5,814   0
    BRISTOL INVESTMENT, L.P.   2,691,033  
    WESTHILL-DEKALB LIMITED PARTNERSHIP   85,091  
    TOWNE REALTY CO.   63,709  
    LINCOLN TOWER UNIT 1 LLC   622  
    PHILLIPS 66 PARTNERS   -2  
    POWERSHARES DB COMMODITY INDEX TRACKING   -1,580  
    JJZ FAMILY INVESTMENTS LLC   -16,673  
    WINCHESETER VILLAGE LIMITED PARTNERSHIP   -20,194  


    TY 2017 OtherIncreasesSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Description Amount
    CHANGE IN REAL ESTATE & OTHER INVESTMENT 8,473,324


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 OtherNotesLoansRcvblLongSch
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    BREWERY PARKING STRUCTURE LLC   4,500,000 0       0 %        

    TY 2017 OtherProfessionalFeesSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 294,713 294,248 0  
    PROGRAM EVALUATIONS 183,900     183,900
    APPRAISALS 36,995 32,824    


    TY 2017 TaxesSchedule
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 147,753   0 0
    UNRELATED BUSINESS TAX 10,000 7,500    


    TY 2017 TransfersFrmControlledEntities
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Name US /
    Foreign Address    		 EIN Description Amount
    BREWERY PROJECT LLC 710 N PLANKINTON AVE STE 1200
    MILWAUKEE,WI53203     		26-3980530 CONTROLLED ENTITY 0
    JJZ FAMILY INVESTMENT LLC 710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203     		39-1895680 CASH DISTRIBUTION 298,408
    TOWNE REALTY CO 710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203     		39-6106777 CAPITAL CONTRIBUTION 570,000
    ZILBER LTD 710 N Plankinton Ave Suite 1200
    MILWAUKEE,WI53203     		39-1472959 DIVIDEND RECEIVED 9,856,177
    Total     10,724,585

    TY 2017 TransfersToControlledEntities
    Name:
    Joseph and Vera Zilber Charitable Foundation
     
    Inc
    EIN:
    39-2076346
    Name US /
    Foreign Address    		 EIN Description Amount
    TOWNE REALTY CO 710 N PLANKINTON AVE SUITE 1200
    MILWAUKEE,WI53203     		39-6106777 Cash Distribution 74,357
    Total     74,357