Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HARRI HOFFMANN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 170320
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53217
A Employer identification number

39-1537228
B Telephone number (see instructions)

(414) 381-2611
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$24,940,500J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 683 683  
4 Dividends and interest from securities... 645,276 645,276  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -93,981
b Gross sales price for all assets on line 6a 3,486,257
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
9,857 0  
12 Total. Add lines 1 through 11........ 561,835 645,959  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,608 10,522   42,086
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 4,420 884   3,536
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,550 1,275   1,275
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
118,587 117,198   1,389
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,987 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,874 10,124   6,750
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,778 3,317   1,461
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 206,804 143,320   56,497
25 Contributions, gifts, grants paid....... 1,799,500 1,799,500
26 Total expenses and disbursements. Add lines 24 and 25 2,006,304 143,320   1,855,997
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,444,469
b Net investment income (if negative, enter -0-) 502,639
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 40,694 24,077 24,077
2 Savings and temporary cash investments......... 184,678 450,109 450,109
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,764,645 Click to see attachment
List of Attached Documents:
// Content
24,428,909 		24,428,909
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
44,467 		Click to see attachment
List of Attached Documents:
// Content
37,405 		Click to see attachment
List of Attached Documents:
// Content
37,405
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,034,484 24,940,500 24,940,500
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 24,034,484 24,940,500
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 24,034,484 24,940,500
30 Total liabilities and net assets/fund balances (see instructions). 24,034,484 24,940,500
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
24,034,484
2
Enter amount from Part I, line 27a .....................
2
-1,444,469
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,350,485
4
Add lines 1, 2, and 3 ..........................
4
24,940,500
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,940,500
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN DISTRIBUTIONS      
c
d
e
(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 3,378,142   3,580,238 -202,096
b 108,115     108,115
c
d
e
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       -202,096
b       108,115
c
d
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 -93,981
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,987
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 6,987
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,987
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 41,070
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,070
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 34,083
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow34,083 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 .............
11
 
No
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 addressright arrowHHFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowALAN MATSOFF PRESIDENTTREAS Telephone no.right arrow (414) 381-2611

Located atright arrow500 WEST SILVER SPRING DR STE K-200GLENDALEWI ZIP+4right arrow53217
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ALAN MATSOFF PRES/TREASURER
5.00 		22,935 0 0
10130 N GETTYSBURG CT
MEQUON,WI53092
TOBIAS LIBBER EXECUTIVE VICE PRESIDENT
7.00 		29,673 0 0
3710 N PROSPECT AVE
MILWAUKEE,WI53211
EVELYN HOFFMANN VICE PRESIDENT
1.00 		0 0 0
1611 CHICAGO AVE
EVANSTON,IL60201
RAISA KOLTUN SECRETARY
1.00 		0 0 0
5809 N SANTA MONICA AVE
WHITEFISH BAY,WI53217
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
24,093,812
b
Average of monthly cash balances.......................
1b
345,657
c
Fair market value of all other assets (see instructions)................
1c
37,405
d
Total (add lines 1a, b, and c).........................
1d
24,476,874
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
24,476,874
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
367,153
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,109,721
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,205,486
Part X
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 IX, line 6..................
1
1,205,486
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,987
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,987
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,198,499
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
1,203,499
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,203,499
Part XI
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
1,855,997
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,855,997
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,203,499
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 219,214
b From 2019...... 151,659
c From 2020...... 184,846
d From 2021...... 272,696
e From 2022...... 423,169
f Total of lines 3a through e ........ 1,251,584
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,855,997
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,203,499
e Remaining amount distributed out of corpus 652,498
5 Excess distributions carryover applied to 2023. 0 0
(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 1,904,082
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		219,214
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,684,868
10 Analysis of line 9:
a Excess from 2019.... 151,659
b Excess from 2020.... 184,846
c Excess from 2021.... 272,696
d Excess from 2022.... 423,169
e Excess from 2023.... 652,498
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HARRI HOFFMAN FOUNDATION TOBEY LIBB
PO BOX 170320
MILWAUKEE,WI53217
(414) 381-2611
TLIBBER@HHFAMILYFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ASK FOR GRANT REQUEST INFORMATION SHEET OR GO TO WEBSITE HHFAMILYFOUNDATION.ORG
cAny submission deadlines:
DEADLINES ARE THE END OF EACH CALENDAR QUARTER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO SPECIFIC LIMITATIONS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

A GOOD FRIEND

1025 S MOORLAND RD SUITE 600
BROOKFIELD,WI53005 		  PC PROGRAM SUPPORT 7,500

ABCD

5775 N GLEN RD 201
GLENDALE,WI53209 		  PC PROGRAM SUPPORT 20,000

ABOVE THE CLOUDS

PO BOX 16122
MILWAUKEE,WI53216 		  PC PROGRAM SUPPORT 7,500

AMERICAN FRIENDS BAR ILAN UNIVERSITY

160 EAST 56TH STREET 5TH FLOOR
NEW YORK,NY10012 		  PC PROGRAM SUPPORT 10,000

AMERICAN FRIENDS LEKET ISRAEL

PO BOX 2090
TEANECK,NJ076661490 		  PC PROGRAM SUPPORT 15,000

AMERICAN FRIENDS OF MAGEN DAVID ADORN

3175 COMMERCIAL AVE STE 101
NORTHBROOK,IL60062 		  PC PROGRAM SUPPORT 20,000

ARTISTS WORKING IN EDUCATION

4315 W VLIET ST
MILWAUKEE,WI53208 		  PC PROGRAM SUPPORT 5,000

ARTWORKS FOR MILWAUKEE

207 E BUFFALO ST STE 600
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 15,000

ASKTCONGREGATION ANSHE SFARD KEHILLOT TORAH

6717 N GREEN BAY AVENUE
MILWAUKEE,WI53209 		  PC PROGRAM SUPPORT 10,000

ASSET BUILDERS

1213 N SHERMAN AVE 195
MADISON,WI53704 		  PC PROGRAM SUPPORT 1,500

BADER HILLEL HIGH SCHOOL

6791 N GREEN BAY AVENUE
GLENDALE,WI53209 		  PC PROGRAM SUPPORT 17,500

BADER HILLEL ACADEMY

6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 17,500

BBYO WISCONSIN

6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 15,000

BEST CAMP INC

3178 N 50TH ST
MILWAUKEE,WI53216 		  PC PROGRAM SUPPORT 7,500

BETTY BRINN CHILDREN'S MUSEUM

929 E WISCONSIN AVE
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 20,000

BLACK ARTS MKE INC

929 NORTH WATER ST
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 5,000

CAMP KESEM NATIONAL

10586 W PICO BLVD 196
LOS ANGELES,CA90064 		  PC PROGRAM SUPPORT 15,000

CENTER FOR JEWISH LIFE

2233 W MEQUON RD
MEQUON,WI53092 		  PC PROGRAM SUPPORT 15,000

CENTRAL FUND OF ISRAEL

461 CENTRAL AVE
CEDARHURST,NY11516 		  PC PROGRAM SUPPORT 20,000

CHICAGO JEWISH DAY SCHOOL

3730 N CALIFORNIA AVE
CHICAGO,IL60618 		  PC PROGRAM SUPPORT 20,000

CHILDRENS FIRST FUND

200 W MADISON ST 2ND FLOOR
CHICAGO,IL60606 		  PC PROGRAM SUPPORT 7,500

CHILDREN'S HOSPITAL OF WI FOUNDATION INC

PO BOX 1997
MILWAUKEE,WI53201 		  PC PROGRAM SUPPORT 15,000

CITY ON A HILL

2224 W KILBOURN AVE
MILWAUKEE,WI53233 		  PC PROGRAM SUPPORT 5,000

CIVIC MUSIC ASSOC OF MILWAUKEE

1345 N JEFFERSON ST 170
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 7,500

COA YOUTH AND FAMILY CENTERS

909 EAST NORTH AVENUE
MILWAUKEE,WI53212 		  PC PROGRAM SUPPORT 10,000

COLEL CHABAD

806 EASTERN PKWY
BROOKLYN,NY11213 		  PC PROGRAM SUPPORT 25,000

CONG EMANU-EL

2020 W BROWN DEER RD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 5,000

CONGREGATION BETH ISRAEL NER TAMID

6880 N GREEN BAY AVENUE
GLENDALE,WI53209 		  PC PROGRAM SUPPORT 20,000

CONGREGATION SHALOM

7630 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 15,000

CORE INC

184 S PONTIAC STREET
DENVER,CO80230 		  PC PROGRAM SUPPORT 10,000

CREATIVE COMMUNITY LIVING SERVICES INC

500 EAST MAIN STREET
WATERTOWN,WI53094 		  PC PROGRAM SUPPORT 5,000

DEPRESSION AND BIPOLAR SUPPORT ALLIANCE

55 E JACKSON BLVD 490
CHICAGO,IL60604 		  PC PROGRAM SUPPORT 10,000

FORK FARMS FOUNDATION

1025 LOMBARDI AVENUE
GREEN BAY,WI54304 		  PC PROGRAM SUPPORT 10,000

FRANKEL CENTER FOR JUDAIC STUDIES

3003 S STATE ST STE 8000
ANN ARBOR,MI48109 		  PC PROGRAM SUPPORT 20,000

FRIENDS OF BOERNER BOTANICAL GARDENS

9400 BOERNER DR
HALES CORNERS,WI53130 		  PC PROGRAM SUPPORT 7,500

FRIENDSHIP CIRCLE

8649 N PORT WASHINGTON RD
FOX POINT,WI53217 		  PC PROGRAM SUPPORT 15,000

GARDEN JEWISH EXPERIENCE

10800 N MILITARY TRAIL STE 215
PALM BEACH GARDENS,FL33410 		  PC PROGRAM SUPPORT 25,000

GIGI'S PLAYHOUSE

8685 N PORT WASHINGTON RD
FOX POINT,WI53217 		  PC PROGRAM SUPPORT 18,000

GRAND AVENUE CLUB

210 E MICHIGAN AVENUE
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 10,000

GREATER GALILEE COMMUNITY DEVELOPMENT CORPORATION

2432 N TEUTONIA AVE
MILWAUKEE,WI53206 		  PC PROGRAM SUPPORT 7,500

HANNATON

630 THIRD AVENUE STE 1501
NEW YORK,NY10017 		  PC PROGRAM SUPPORT 10,000

HARRY AND ROSE SAMSON FAMILY JCC

6255 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 10,000

HEAR WISCONSIN

10243 W NATIONAL AVENUE
WEST ALLIS,WI53227 		  PC PROGRAM SUPPORT 12,500

HERC

1360 N PROSPECT AVE
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 50,000

HILLEL MILWAUKEE

3053 N STOWELL AVE
MILWAUKEE,WI53211 		  PC PROGRAM SUPPORT 25,000

HOPE CENTER

101 W BROADWAY
WAUKESHA,WI53186 		  PC PROGRAM SUPPORT 10,000

IMPACT

6737 W WASHINGTON ST STE 2225
MILWAUKEE,WI53214 		  PC PROGRAM SUPPORT 10,000

INSTIT ADV ED IN JAFFA

297 SOUTH WASHINGTON AVE 2ND FLOOR
BERGENFELD,NJ07621 		  PC PROGRAM SUPPORT 10,000

INT'L INSTITUTE FOR GLOBAL LEADERSHIP

11537 N LAKESHORE DR
MEQUON,WI53092 		  PC PROGRAM SUPPORT 5,000

JEWISH BEGINNINGS LUBAVITCH PRESCHOOL

6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 17,500

JEWISH EDUCATION TEXAS

17819 DAVENPORT RD STE 110
DALLAS,TX75252 		  PC PROGRAM SUPPORT 25,000

JEWISH EXPERIENCE MADISON

3453 N 54TH ST
MILWAUKEE,WI53216 		  PC PROGRAM SUPPORT 20,000

JEWISH FAMILY SERVICES

1300 N JACKSON ST
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 15,000

JEWISH MUSEUM MILWAUKEE

1360 N PROSPECT AVE
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 20,000

JOURNEY HOUSE

2110 WEST SCOTT STREET
MILWAUKEE,WI53204 		  PC PROGRAM SUPPORT 10,000

KEHILLOT YOZMA

PO BOX 23170
BROOKLYN,NY11202 		  PC PROGRAM SUPPORT 45,000

KIDS FROM WISCONSIN

640 S 84TH ST
MILWAUKEE,WI53214 		  PC PROGRAM SUPPORT 10,000

KIDS KICKING CANCER

27600 NORTHWESTERN HIGHWAY SUITE
220
SOUTHFIELD,WI53214 		  PC PROGRAM SUPPORT 5,000

LAKE PARK SYNAGOGUE

3207 N HACKETT AVE
MILWAUKEE,WI53211 		  PC PROGRAM SUPPORT 35,000

L'CHAIM CHAVUROT NORTHSHORE INC

PO BOX 170602
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 30,000

LEGACY COMMUNITY CENTER

26 W GRAND AVENUE
CHIPPEWA FALLS,WI54729 		  PC PROGRAM SUPPORT 5,000

MAKE-A-WISH FDN OF WI

11020 W PLANK CT STE 200
WAUWATOSA,WI53226 		  PC PROGRAM SUPPORT 26,000

MAPLEWOOD HOUSING

5527 N MAPLEWOOD AVENUE
CHICAGO,IL60625 		  PC PROGRAM SUPPORT 15,000

META HOUSE

2625 N WEIL ST 3060
MILWAUKEE,WI53212 		  PC PROGRAM SUPPORT 20,000

MIAD

273 E ERIE STREET
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 15,000

MILWAUKEE ALLIANCE FOR JEWISH RECONNECTION

3322 N 51ST BLVD
MILWAUKEE,WI53216 		  PC PROGRAM SUPPORT 10,000

MILWAUKEE JEWISH COMMUNITY CHORALE

PO BOX 170211
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 15,000

MILWAUKEE JEWISH DAY SCHOOL

6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 15,000

MILWAUKEE JEWISH FEDERATION INC

1360 N PROSPECT AVE
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 98,000

MILWAUKEE JEWISH FREE LOAN

409 E SILVER SPRING DR
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 10,000

MILWAUKEE PUBLIC MUSEUM

800 W WELLS ST
MILWAUKEE,WI53233 		  PC PROGRAM SUPPORT 7,500

MILWAUKEE TENNIS AND EDUCATION

3000 N SHERMAN BLVD
MILWAUKEE,WI53210 		  PC PROGRAM SUPPORT 8,500

MILWAUKEE YOUTH SYMPHONY ORCHESTRA

325 W WALNUT ST
MILWAUKEE,WI53212 		  PC PROGRAM SUPPORT 20,000

MILWAUKEE YOUTH THEATRE

PO BOX 510075
MILWAUKEE,WI53203 		  PC PROGRAM SUPPORT 5,000

NEU LIFE COMMUNITY DEVELOPMENT

2014 W NORTH AVENUE
MILWAUKEE,WI53205 		  PC PROGRAM SUPPORT 10,000

OHR HATORAH INC

7020 N GREEN BAY AVE
GLENDALE,WI53209 		  PC PROGRAM SUPPORT 45,000

ORLANDO TORAH ACADEMY

8651 COMMODITY CIR
ORLANDO,FL32819 		  PC PROGRAM SUPPORT 25,000

ORTHODOX UNION

JLIC 40 RECTOR ST 4TH FLOOR
NEW YORK,NY10006 		  PC PROGRAM SUPPORT 10,000

OZAUKEE NONPROFIT CENTER

2360 DAKOTA DRIVE
GRAFTON,WI53024 		  PC PROGRAM SUPPORT 5,000

PABST MANSION

2000 WEST WISCONSIN AVE
MILWAUKEE,WI53233 		  PC PROGRAM SUPPORT 5,000

PARENTING NETWORK

7516 W BURLEIGH ST
MILWAUKEE,WI53210 		  PC PROGRAM SUPPORT 25,000

PENFIELD CHILDREN'S CENTER

833 N 26TH ST
MILWAUKEE,WI53233 		  PC PROGRAM SUPPORT 10,000

PLAYWORKS WISCONSIN

PO BOX 1603
MILWAUKEE,WI53201 		  PC PROGRAM SUPPORT 7,500

REPAIRING TOGETHER CO MILWAUKEE JEWISH DAY SCHOOL

6401 N SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC PROGRAM SUPPORT 10,000

RONALD MCDONALD HOUSE

8948 WATERTOWN PLANK RD
MILWAUKEE,WI53226 		  PC PROGRAM SUPPORT 10,000

RUACH INC

6815 W CAPITOL DR STE 302
MILWAUKEE,WI53216 		  PC PROGRAM SUPPORT 20,000

SAUKVILLE COMMUNITY FOOD PANTRY

166 W DEKORA ST
SAUKVILLE,WI53080 		  PC PROGRAM SUPPORT 5,000

SECURE FUTURES FOUNDATION

710 N PLANKINTON AVE 1400
MILWAUKEE,WI53203 		  PC PROGRAM SUPPORT 10,000

SEEDS OF HEALTH

1445 SOUTH 32ND STREET
MILWAUKEE,WI53215 		  PC PROGRAM SUPPORT 12,500

ST AUGUSTINE PREP

2607 S 5TH ST
MILWAUKEE,WI53207 		  PC PROGRAM SUPPORT 5,000

STREETWISE INC

2009 S STATE STREET
CHICAGO,IL60616 		  PC PROGRAM SUPPORT 5,000

STUDENT ORGAN DONATION ADVOCATES

2700 S JEFFERSON AVE 2237
ST LOUIS,MO63104 		  PC PROGRAM SUPPORT 10,500

TEENS GROW GREENS

322 E MICHIGAN ST STE 204
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 15,000

THE OLGA LENGYEL INSTITUTE

58 E 79TH ST
NEW YORK,NY10075 		  PC PROGRAM SUPPORT 5,000

TORAH ACADEMY OF MILWAUKEE

6800 N GREEN BAY AVE
GLENDALE,WI53209 		  PC PROGRAM SUPPORT 20,000

UPSTREAM ARTS

3501 CHICAGO AVE SOUTH
MINNEAPOLIS,MN55407 		  PC PROGRAM SUPPORT 12,000

URBAN ECOLOGY CENTER

1500 EAST PARK PLACE
MILWAUKEE,WI53211 		  PC PROGRAM SUPPORT 10,000

UW HILLEL

611 LANGDON ST
MADISON,WI53703 		  PC PROGRAM SUPPORT 35,000

UW-MILWAUKEE FOUNDATION

1440 E NORTH AVE
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 10,000

YIVO INSTITUTE FOR JEWISH RESEARCH

15 WEST 16TH STREET 6301
NEW YORK,NY10011 		  PC PROGRAM SUPPORT 10,000

WEST SIDE ARTS UN LIMITED

2627 WEST WELLS ST
MILWAUKEE,WI53208 		  PC PROGRAM SUPPORT 7,500

WISCONSIN ADAPTIVE SPORTS ASSOCIATION

715 TALON TRAIL
BROOKFIELD,WI53045 		  PC PROGRAM SUPPORT 10,000

WISCONSIN CONSERVATORY OF MUSIC

1584 N PROSPECT AVE
MILWAUKEE,WI53202 		  PC PROGRAM SUPPORT 15,000

WISCONSIN INSTITUTE FOR TORAH STUDY

3288 N LAKE DR
MILWAUKEE,WI53211 		  PC PROGRAM SUPPORT 200,000

YESHIVA ELEMENTARY SCHOOL

5115 W KEEFE AVE
MILWAUKEE,WI53216 		  PC PROGRAM SUPPORT 30,000

YESHIVA ZICHRON PALTIL

278 HAROLD ST
STATEN ISLAND,NY10314 		  PC PROGRAM SUPPORT 20,000

ZOOLOGICAL SOCIETY OF MILWAUKEE

10005 W BLUEMOUND RD
MILWAUKEE,WI53226 		  PC PROGRAM SUPPORT 12,500
Total .................................right arrow 3a 1,799,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 683  
4 Dividends and interest from securities ....     14 645,276  
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 -93,981  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    18 5,000  
bPASS-THROUGH K-1'S     18 4,857  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 561,835 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
561,835
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,550 1,275   1,275

TY 2023 InvestmentsOtherSchedule2
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN CENTRY HIGH INCOME FD Y CL FMV 527,496 527,496
BAIRD INTER BOND FD INSTL CL FMV 3,809,756 3,809,756
COHEN STEERS GLOBAL INFRASTRUCTURE I FMV 1,184,556 1,184,556
DFA EMERGING MARKETS CORE EQUITY I FMV 736,104 736,104
FIDELITY TOTAL MARKET INDEX FUND FMV 8,387,300 8,387,300
LORD ABBETT HIGH YIELD F3 FMV 3 3
LUBAX - LORD ABBETT ULTRA SHORT BOND CL FMV 362,097 362,097
MFS EMERGING MARKETS DEBT FD CL R6 FMV 981,191 981,191
NUVEEN FLOATING RATE INCOME I FMV 6 6
NUVEEN SYMPHONY FLOATING I FMV 542,550 542,550
PARAMETRIC VOLATILITY RISK PREMIUM FMV 1,281,672 1,281,672
PARTNERS GROUP PRIVATE EQUITY II LLC FMV 1,876,554 1,876,554
RREEF AMERICA II LP FMV 2,234,964 2,234,964
STATE OF ISRAEL BONDS FMV 25,000 25,000
VANGUARD TOT INT ST IDX ADM FMV 2,479,660 2,479,660

TY 2023 OtherAssetsSchedule
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSITS 2,292 2,292 2,292
LCEC - COOPERATIVE 1,105 1,030 1,030
PREPAID FOUNDATION TAX 41,070 34,083 34,083


TY 2023 OtherExpensesSchedule
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 771 540   231
INSURANCE 3,729 2,610   1,119
INFORMATION TECHNOLOGY 278 167   111


TY 2023 OtherIncomeSchedule2
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 5,000   5,000
PASS-THROUGH K-1'S 4,857   4,857


TY 2023 OtherIncreasesSchedule
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,350,485


TY 2023 OtherProfessionalFeesSchedule
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 116,851 116,851   0
PAYROLL FEES 1,736 347   1,389


TY 2023 TaxesSchedule
Name:
HARRI HOFFMANN FAMILY FOUNDATION INC
EIN:
39-1537228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 6,987 0   0