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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
Name of foundation
Joseph and Vera Zilber Family Foundation Inc
 
% JOEL J FIRKUS
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) 274-2447
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$356,779,401J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 14,746,114 14,826,272  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,296,458
b Gross sales price for all assets on line 6a 921,256
7 Capital gain net income (from Part IV, line 2)... 12,302,657
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
List of Attached Documents:
// Content
-3,555 33,884 0
12 Total. Add lines 1 through 11........ 24,039,017 27,162,813 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 207,610 22,500   230,110
14 Other employee salaries and wages...... 665,375 20,000   636,805
15 Pension plans, employee benefits....... 155,458     156,204
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,058 0 0 5,058
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
74,776 10,650 0 63,923
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
745,621 515,266 0 175,639
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
426,427 79,821 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
9,878    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 95,274     94,904
22 Printing and publications.......... 12,552     13,185
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,975 0 0 61,697
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,458,004 648,237 0 1,437,525
25 Contributions, gifts, grants paid....... 11,942,457 12,376,705
26 Total expenses and disbursements. Add lines 24 and 25 14,400,461 648,237 0 13,814,230
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,638,556
b Net investment income (if negative, enter -0-) 26,514,576
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 10,471,262 11,984,957 11,984,957
3 Accounts receivable right arrow21,876
Less: allowance for doubtful accounts right arrow   12,857 21,876 21,876
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) 228,344 Click to see attachment
List of Attached Documents:
// Content
151,033 		151,033
b Investments—corporate stock (attach schedule)....... 79,534,696 Click to see attachment
List of Attached Documents:
// Content
67,205,728 		67,205,728
c Investments—corporate bonds (attach schedule)....... 32,447,920 Click to see attachment
List of Attached Documents:
// Content
38,717,113 		38,717,113
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).......... 179,063,578 Click to see attachment
List of Attached Documents:
// Content
238,536,229 		238,536,229
14 Land, buildings, and equipment: basis right arrow91,856
Less: accumulated depreciation (attach schedule) right arrow29,391 21,982 62,465 62,465
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
100,000 		Click to see attachment
List of Attached Documents:
// Content
100,000 		Click to see attachment
List of Attached Documents:
// Content
100,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 301,880,639 356,779,401 356,779,401
Liabilities 17 Accounts payable and accrued expenses.......... 131,476 83,795
18 Grants payable................. 5,707,534 5,273,287
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) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
63,737
23 Total liabilities (add lines 17 through 22)......... 5,839,010 5,420,819
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........... 296,041,629 351,358,582
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)..... 296,041,629 351,358,582
30 Total liabilities and net assets/fund balances (see instructions). 301,880,639 356,779,401
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
296,041,629
2
Enter amount from Part I, line 27a .....................
2
9,638,556
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
45,678,397
4
Add lines 1, 2, and 3 ..........................
4
351,358,582
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
351,358,582
Form 990-PF (2022)
Form 990-PF (2022)
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      
b PERSHING - 4450      
c PERSHING - 4476      
d PERSHING - 4484      
e JPM - 7002      
JPM - 1008      
JPM - 5007      
BREWERY PROJECT, LLC      
JJZ FAMILY INVESTMENTS      
PROSHARES ULTRASHORT EURO      
WESTHILL-DEKALB      
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 16,036,980   15,300,214 736,766
b 7,367,709   6,591,176 776,533
c 3,411,317   3,883,866 -472,549
d 2,233,835   2,166,605 67,230
e 10,168,641   6,602,397 3,566,244
81,396,640   77,734,613 3,662,027
8,995,707   8,969,711 25,996
262,000   0 262,000
1,422,248   0 1,422,248
489   0 489
2,242,719     2,242,719
      12,954
      12,954
      12,954
      12,954
      12,954
      12,954
      12,954
      12,954
      12,954
      12,954
      12,954
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       736,766
b       776,533
c       -472,549
d       67,230
e       3,566,244
      3,662,027
      25,996
      262,000
      1,422,248
      489
      2,242,719
       
       
       
       
       
       
       
       
       
       
       
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 12,302,657
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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) 1 368,553
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  
3 Add lines 1 and 2........................... 3 368,553
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- ..... 5 368,553
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 380,013
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 380,013
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
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 11,460
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow10,000 Refundedright arrow 11 1,460
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? Click to see list of attachments
List of Attached Documents:
// Content
....................
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see list of attachments
List of Attached Documents:
// Content
....
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.Click to see list of attachments
List of Attached Documents:
// Content
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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-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 attachment
List of Attached Documents:
// Content
.............
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 addressright arrowwww.zilberfamilyfoundation.org
14
The books are in care ofright arrowJOEL J FIRKUS Telephone no.right arrow (414) 274-2796

Located atright arrow710 N PLANKINTON AVE SUITE 1200MILWAUKEEWI ZIP+4right arrow53203
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 2022, 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
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
Marcy C Jackson PRESIDENT/DIRECTOR
5.0 		20,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Marilyn Zilber DIRECTOR
2.0 		20,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Shane M Jackson TREASURER/DIRECTOR
2.0 		20,000 0 12,868
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Melissa S A Jackson DIRECTOR
2.0 		20,000 0 222
710 N PLANKINTON AVE
MILWAUKEE,WI53203
James F Janz VICE PRESIDENT/DIRECTOR
5.0 		20,000 0 4,459
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Stephan J Chevalier DIRECTOR (Thru 6/30/23)
10.0 		20,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Michael P Mervis DIRECTOR
5.0 		20,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
John K Tsui DIRECTOR (Thru 6/30/23)
2.0 		20,000 0 5,259
999 BISHOP ST OFFICE 805
HONOLULU,HI96813
Mark Madigan SECRETARY/DIR (as of 6/30/23)
2.0 		20,000 0 4,803
710 N PLANKINTON AVE
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
GINA STILP EXECUTIVE DIRECTOR
40.0 		222,960 0 8,953
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
ERIN FREDERICK PROGRAM DIRECTOR
40.0 		152,710 0 26,071
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
CAMILLE DAVIS PROGRAM OFFICER
40.0 		83,047 0 17,160
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
LIANNA BISHOP OPERATIONS DIRECTOR
32.0 		94,066 0 23,622
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
AR Schmeidler & Co Inc Investment Mgmt 261,575
500 5th Ave
NEW YORK,NY10110
JP Morgan Chase Bank NA Investment Mgmt 186,411
270 Park Avenue
NEW YORK,NY10017
Lauber Business Partners Inc Org Assessment 60,000
924 E Wells Street Suite 408
MILWAUKEE,WI53202
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
126,734,172
b
Average of monthly cash balances.......................
1b
188,358
c
Fair market value of all other assets (see instructions)................
1c
181,902,174
d
Total (add lines 1a, b, and c).........................
1d
308,824,704
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
308,824,704
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,632,371
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
304,192,333
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,209,617
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
15,209,617
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
368,553
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
368,553
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
14,841,064
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
14,841,064
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
14,841,064
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
13,814,230
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
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 XII, line 4. .......
4
13,814,230
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 14,841,064
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 405,804
b Total for prior years:2020, 2019, 2018 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 13,814,230
a Applied to 2021, but not more than line 2a 405,804
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 2022 distributable amount..... 13,408,426
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022.    
(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 0
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		1,432,638
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
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 right arrow
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 (2022)
Form 990-PF (2022)
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

ACTS Housing

2414 West Vilet Street
Milwaukee,WI53205 		NONE PC Acquisition fund 500,000

Acts Housing

2414 W Vliet Street
Milwaukee,WI53205 		NONE PC Homeownership 100,000

Acts Housing

2414 W Vliet Street
Milwaukee,WI53205 		NONE PC General Operations 500

Acts Housing

2414 W Vliet Street
Milwaukee,WI53205 		NONE PC Health & Wellness 5,000

African American Leadership Alliance Milwaukee

275 W Wisconsin Ave
Suite 220
Milwaukee,WI53203 		NONE PC Capacity Building 50,000

African American Leadership Alliance Milwaukee

275 W Wisconsin Ave
Suite 220
Milwaukee,WI53203 		NONE PC Health & Wellness 2,500

All Peoples Gathering Lutheran Church

2600 N 2nd St
Milwaukee,WI532122813 		NONE PC Zilber Gives Back 2,000

Aloha United Way

200 N Vineyard Boulevard
Suite 700
Honolulu,HI96817 		NONE PC General Operations 10,000

American Red Cross of Southeast Wisconsin

2600 W Wisconsin Ave
Milwaukee,WI53233 		NONE PC Property Improvement 5,000

Black Leaders Organizing Communities (BLOC)

3500 N 26th St
Milwaukee,WI53206 		NONE PC Health & Wellness 2,500

Boys & Girls Clubs of Maui

100 Kanaloa Ave
Kahului,HI96732 		NONE PC Zilber Gives Back 2,000

Capuchin Community Services

930 W State Street
Milwaukee,WI53233 		NONE PC Health & Wellness 2,500

Capuchin Community Services

930 W State Street
Milwaukee,WI53233 		NONE PC Zilber Gives Back 2,000

Capuchin Community Services

930 W State Street
Milwaukee,WI53233 		NONE PC Homelessness 80,000

Castle Medical Center dba Adventist Health Castle

640 Ulukahiki Street
Kailua,HI96734 		NONE PC Health & Wellness 125,000

Castle Medical Center dba Adventist Health Castle

640 Ulukahiki Street
Kailua,HI96734 		NONE PC Health & Wellness 60,000

Cathedral Center

845 N Van Buren Street
Milwaukee,WI53203 		NONE PC Safe shelter and case management 50,000

Cathedral Center Inc

710 N Plankinton Avenue
Suite 803
Milwaukee,WI53203 		NONE PC Homelessness 2,000

Cathedral Center Inc

710 N Plankinton Avenue
Suite 803
Milwaukee,WI53203 		NONE PC Health & Wellness 5,000

Central Brevard Sharing Center Inc

PO Box 3363
Cocoa,FL329243363 		NONE PC Food Security 1,000

Cesar Chavez BID 38

916 S Cesar Chavez Drive
Milwaukee,WI53204 		NONE GOV General Operations 30,000

Chris Kolenda Saber Six Foundation

2245 N Lake Dr
Milwaukee,WI532021251 		NONE PC General Operations 10,000

Clarke Sqare Neighborhood Initiative

PO Box 210141
Milwaukee,WI53221 		NONE PC Community Development 100,000

Cocoa Police Foundation Inc

1226 W King St
Cocoa,FL32922 		NONE PC General Operations 1,000

Community Advocates

728 N James Lovell St
Milwaukee,WI53233 		NONE PC General Operations 100,000

Community Advocates

728 N James Lovell St
Milwaukee,WI53233 		NONE PC General Operations 7,500

Community Warehouse

521 S 9th Street
Milwaukee,WI53204 		NONE PC Health & Wellness 2,500

Community Warehouse

521 S 9th Street
Milwaukee,WI53204 		NONE PC Property Improvement 40,000

Community Water Services

1836 W Fond du Lac Avenue
Milwaukee,WI53205 		NONE PC Capacity Building 50,000

Cross Lutheran Church

1821 N 16th Street
Milwaukee,WI53205 		NONE PC Basic Human Needs 50,000

Cross Lutheran Church

1821 N 16th Street
Milwaukee,WI53205 		NONE PC Health & Wellness 2,500

Data You Can Use

PO Box 51170
Milwaukee,WI53203 		NONE PC General Operations 100,000

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC Data 10,000

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC Data 1,000

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC Health & Wellness 2,500

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC General Operations 2,200

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC Capacity Building 25,000

Dominican Center for Women

2470 W Locust St
Milwaukee,WI53206 		NONE PC General Operations 2,000

Dominican Center for Women

2470 W Locust St
Milwaukee,WI53206 		NONE PC Capacity Building 10,000

Douglas McKey Christmas Club

NONE
Milwaukee,WI53203 		NONE PC Food Security 5,000

Dynamic Community Solutions

85-908 Waianae Valley Rd
Waianae,HI96792 		NONE PC Health & Wellness 2,500

Dynamic Community Solutions

85-908 Waianae Valley Rd
Waianae,HI96792 		NONE PC Homelessness 100,000

Ebenezer Stone Ministries Inc

12300 W Janesville Rd
Hales Corners,WI531302350 		NONE PC Zilber Gives Back 2,000

El Dorado Humane Society

777 Pleasant Valley Rd
Diamond Springs,CA956199219 		NONE PC Zilber Gives Back 2,000

Ezekiel Community Development Corporation

PO Box 241873
Milwaukee,WI53224 		NONE PC Property Improvement 125,000

Family Programs Hawaii

802 South King Street
Honolulu,HI96813 		NONE PC General Operations 10,000

Fellowship Open Inc

815 N Water Street
Milwaukee,WI53202 		NONE PC Youth Development 10,000

Fondy Food Center

1617 W North Avenue
Suite 4
Milwaukee,WI53205 		NONE PC General Operations 50,000

Fondy Food Center

2102 W Fond du Lac Avenue
Milwaukee,WI53206 		NONE PC Health & Wellness 2,500

Fondy Food Center

2102 W Fond du Lac Avenue
Milwaukee,WI53206 		NONE PC Capacity Building 50,000

Fondy Food Center

2102 W Fond du Lac Avenue
Milwaukee,WI53206 		NONE PC Small Business Development 35,000

FoodRight Inc

PO Box 510622
Milwaukee,WI53203 		NONE PC Zilber Gives Back 2,000

Forward Community Investments

1850 W Fond Du Lac Avenue
Milwaukee,WI53205 		NONE PC Financial Education/Literacy;Small Business Develo 50,000

Forward Community Investments

1850 W Fond Du Lac Avenue
Milwaukee,WI53205 		NONE PC Health & Wellness 2,500

Free Radio Hustisford

PO Box 122
Hustisford,WI53034 		NONE PC General Operations 2,500

Free Radio Hustisford

PO Box 122
Hustisford,WI53034 		NONE PC General Operations 2,000

Friendship Inc

2245 W Fond Du Lac Ave
PO Box 6286
Milwaukee,WI53206 		NONE PC Health & Wellness 2,500

Friendship Inc

2245 W Fond Du Lac Ave
PO Box 6286
Milwaukee,WI53206 		NONE PC Substance Abuse 22,000

Girl Scouts of Hawai'i

410 Atkinson Drive
Suite 2E1 Box 3
Honolulu,HI96814 		NONE PC Youth 10,000

Greater Milwaukee Foundation

101 W Pleasant Street
Suite 210
Milwaukee,WI53212 		NONE PC Community Development Alliance 100,000

Greater Milwaukee Foundation

101 W Pleasant Street
Suite 210
Milwaukee,WI53212 		NONE PC Community Connections Small Grants Program 20,000

Greater Milwaukee Foundation

101 W Pleasant Street
Suite 210
Milwaukee,WI53212 		NONE PC Nonprofit Management Fund 37,500

Greater Milwaukee Foundation

101 W Pleasant St
Suite 210
Milwaukee,WI53212 		NONE PC Capacity Building 50,000

Greater Milwaukee Foundation - Nonprofit Managemen

101 W Pleasant Street
Suite 210
Milwaukee,WI53212 		NONE PC Capacity Building 3,000

Guest House of Milwaukee

1216 N 13th Street
Milwaukee,WI53205 		NONE PC Homelessness 50,000

Guest House of Milwaukee

1216 N 13th Street
Milwaukee,WI53205 		NONE PC General Operations 7,500

Habilitat

45-035 Kuhonu Place
Kaneohe,HI96744 		NONE PC Construction services and facility training 25,000

Habilitat Inc

45-035 Kuhonu Place
Kaneohe,HI96744 		NONE PC General Operations 500

Habilitat Inc

45-035 Kuhonu Place
Kaneohe,HI96744 		NONE PC Health & Wellness 5,000

Habitat For Humanity Sarasota Inc

1757 N East Ave
Sarasota,FL34234 		NONE PC Zilber Gives Back 25,000

Hale Kipa

91-2128 Old Fort Weaver Rd
Ewa Beach,HI96706 		NONE PC Community-based Outreach and Advocacy 25,000

Hale Kipa

91-2128 Old Fort Weaver Road
Ewa Beach,HI96706 		NONE PC General Operations 7,500

Hawaii Alliance of Nonprofit Organization

1020 S Beretania Street
2nd Floor
Honolulu,HI96814 		NONE PC Health & Wellness 2,500

Hawai'i Alliance of Nonprofit Organizations

1020 S Beretania Street
2nd Floor
Honolulu,HI96814 		NONE PC General Operations 20,000

Hawaii Community Foundation

827 Fort Street Mall
Honolulu,HI96813 		NONE PC General Operations 100,000

Hawai'i People's Fund

PO Box 4163
Honolulu,HI96812 		NONE PC Health & Wellness 50,000

Health Connections Incorporated

4655 N Port Washington Road
Suite 325
Glendale,WI53212 		NONE PC Health & Wellness 2,500

Historic Milwaukee

235 E Michigan Street
Milwaukee,WI53202 		NONE PC General Operations 10,000

Hoiwai for Funder Hui

59-005 Hoalua St
Haleiwa,HI96712 		NONE PC Funder Hui 25,000

Ho'ola Na Pua

PO Box 401
Haleiwa,HI96712 		NONE PC Support construction campaign 62,500

Ho'ola Na Pua

PO Box 401
Haleiwa,HI96712 		NONE PC General Operations 50,000

Ho'ola Na Pua

PO Box 22551
Honolulu,HI96823 		NONE PC Sex Trafficking 10,000

Ho'ola Na Pua

PO Box 22551
Honolulu,HI96823 		NONE PC Sex Trafficking 50,000

Ho'ola Na Pua

PO Box 22551
Honolulu,HI96823 		NONE PC Health & Wellness 5,000

Ho'ola Na Pua

PO Box 22551
Honolulu,HI96823 		NONE PC Sex Trafficking 2,745

Hoovers Hause All Dog Rescue

3700 Debbie Ln
Olive Branch,MS386547940 		NONE PC Zilber Gives Back 2,000

Housing Resources Inc

7830 W Burleigh St
Milwaukee,WI53222 		NONE PC Homeownership 100,000

Housing Resources Inc

7830 W Burleigh St
Milwaukee,WI53222 		NONE PC Homeownership 5,000

Housing Resources Inc

7830 W Burleigh St
Milwaukee,WI53222 		NONE PC Health & Wellness 5,000

Humane Animal Welfare Society of Waukesha County

PO Box 834
Waukesha,WI53187 		NONE PC Zilber Gives Back 2,000

IHS The Institute for Human Services

546 Kaaahi Street
Honolulu,HI96817 		NONE PC Homelessness 50,000

IHS The Institute for Human Services

546 Kaaahi Street
Honolulu,HI96817 		NONE PC General Operations 500

IHS The Institute for Human Services

546 Kaaahi Street
Honolulu,HI96817 		NONE PC General Operations 7,500

IMPACT Alcohol & Other Drug Abuse Service Inc

6737 West Washington Street
Suite 2225
Milwaukee,WI53214 		NONE PC Data 10,000

JobsWork MKE Inc

2821 N Vel R Phillips Ave
Suite 300
Milwaukee,WI53212 		NONE PC Health & Wellness 2,500

Journey House

2110 West Scott Street
Milwaukee,WI53204 		NONE PC Financial opportunity center 75,000

Journey House

2110 West Scott Street
Milwaukee,WI53204 		NONE PC General Operations 200,000

Journey House

2110 West Scott Street
Milwaukee,WI53204 		NONE PC Health & Wellness 5,000

Kaohao School

140 Alala Road
Kailua,HI96734 		NONE GOV Education 5,000

KEY Project

47-200 Waihee Rd
Kaneohe,HI96744 		NONE PC Health & Wellness 2,500

KEY Project

47-200 Waihee Rd
Kaneohe,HI96744 		NONE PC Convening 54,000

Knoxville Museum of Art

1050 Worlds Fair Park Dr
Knoxville,TN379161653 		NONE PC Arts 1,000

Kukolu Organization

46-003 Alaloa Street
Unit 108
Kaneohe,HI96744 		NONE PC Capacity Building;Community/Civic Engagement 25,000

K'kulu Switchboard (a fiscally sponsored project o

44-527A Kaneohe Bay Drive
Kaneohe,HI96744 		NONE PC General Operations 25,000

Latino Entrepreneurial Network Incorporated

2778 S 35th Street
Suite 408
Milwaukee,WI53215 		NONE PC General Operations 30,000

Latino Entrepreneurial Network Incorporated

3419 W Forest Home Ave
Milwaukee,WI53215 		NONE PC Health & Wellness 2,500

Le Jardin Academy

917 Kalanianaole Hwy
Kailua,HI96734 		NONE PC Education 1,000

Le Jardin Academy

917 Kalanianaole Hwy
Kailua,HI96734 		NONE PC Education 5,000

Le Jardin Academy

917 Kalanianaole Hwy
Kailua,HI96734 		NONE PC Health & Wellness 5,000

Legal Action of Wisconsin

633 W Wisconsin Ave
Ste 2000
Milwaukee,WI53203 		NONE PC Rental Housing 50,000

Legal Aid Society

728 N James Lovell St
3rd Floor North Suite
Milwaukee,WI53203 		NONE PC General Operations 50,000

LGBTQ SAVES

1959 Sandy Lane
Fort Worth,TX76116 		NONE PC Zilber Gives Back 2,000

LISC Milwaukee

234 W Florida Street
Suite 204
Milwaukee,WI53204 		NONE PC General Operations 40,000

LISC Milwaukee

234 W Florida Street
Suite 204
Milwaukee,WI53204 		NONE PC Small Business Development 216,000

LISC Milwaukee

234 W Florida Street
Suite 204
Milwaukee,WI53204 		NONE PC Health & Wellness 2,500

Literacy Services of Wisconsin

555 N Plankinton Avenue
Milwaukee,WI53203 		NONE PC Financial Education/Literacy 21,600

Literacy Services of Wisconsin

555 N Plankinton Avenue
Milwaukee,WI53203 		NONE PC Health & Wellness 2,500

Living Classrooms

1417 Thames Street
Baltimore,MD21231 		NONE PC Youth 5,000

Lucky Mutts Rescue Inc

9225 W Beloit Rd
Milwaukee,WI53227 		NONE PC Zilber Gives Back 2,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC Health & Wellness 5,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC Health & Wellness 5,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC Zilber Gives Back 2,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC Health & Wellness 40,000

Make-A-Wish Hawaii

223 South King Street
Suite 100
Honolulu,HI96813 		NONE PC General Operations 50,000

Marine Toys For Tots Foundation

18251 Quantico Gateway Drive
Triangle,VA22172 		NONE PC Zilber Gives Back 2,000

Marquette University

1250 W Wisconsin Ave
Milwaukee,WI53233 		NONE PC Support expenses for Milwaukee NNS 62,500

Marquette University

1250 West Wisconsin Avenue
PO Box 1881
Milwaukee,WI53201 		NONE PC Health & Wellness 9,000

Marquette University

1250 West Wisconsin Avenue
PO Box 1881
Milwaukee,WI53201 		NONE PC Education 6,000

Marquette University

1250 West Wisconsin Avenue
PO Box 1881
Milwaukee,WI53201 		NONE PC Education 6,000

Marquette University

1250 West Wisconsin Avenue
PO Box 1881
Milwaukee,WI53201 		NONE PC Education 6,000

Marquette University

1250 West Wisconsin Avenue
PO Box 1881
Milwaukee,WI53201 		NONE PC Education 15,000

Marquette University - NNS

1250 West Wisconsin Avenue
Milwaukee,WI532011881 		NONE PC Health & Wellness 2,500

Matt's Kindness Ripples On (MKRO)

1b Canvassback Ct
Berlin,MD218111745 		NONE PC Zilber Gives Back 2,000

Menomonee Valley Partners

231 W Michigan St
P421
Milwaukee,WI53203 		NONE PC Capacity Building 40,000

Menomonee Valley Partners

231 W Michigan St
P421
Milwaukee,WI53203 		NONE PC Health & Wellness 2,500

Mental Health America of Hawaii

1136 Union Mall
Suite 510
Honolulu,HI96813 		NONE PC Mental health training and advocacy 40,000

Mental Health America of Hawaii

1136 Union Mall
Suite 208
Honolulu,HI96813 		NONE PC Health & Wellness 2,500

Mental Health Emergency Center

PO Box 341880
Milwaukee,WI53234 		NONE PC General Operations 50,000

Meta House

2625 N Weil St
Milwaukee,WI53212 		NONE PC Substance Abuse 100,000

Meta House

2625 N Weil St
Milwaukee,WI53212 		NONE PC General Operations 500

Meta House

2625 N Weil St
Milwaukee,WI53212 		NONE PC General Operations 7,500

Meta House

2625 N Weil St
Milwaukee,WI53212 		NONE PC Substance Abuse 500,000

Meta House Inc

2625 N Weil Street
Milwaukee,WI53212 		NONE PC Substance abuse treatment 50,000

Metro Milwaukee Fair Housing Council

759 N Milwaukee Street
Suite 500
Milwaukee,WI53202 		NONE PC Nonprofit technical assistance 39,000

Metro Milwaukee Mediation Services

PO Box 633
Milwaukee,WI532010633 		NONE PC Health & Wellness 2,500

Metro Milwaukee Mediation Services

PO Box 633
Milwaukee,WI53201 		NONE PC Prevent evictions and foreclosures 60,000

Metropolitan Milwaukee Fair Housing Council

759 N Milwaukee Street
Suite 500
Milwaukee,WI53202 		NONE PC Health & Wellness 2,500

Milwaukee Area Technical College

700 W State Street
Milwaukee,WI53211 		NONE PC Stormer Retention Grant program 100,000

Milwaukee Center for Independence Fnd Inc

2020 W Wells Street
Milwaukee,WI53233 		NONE PC Job training 75,000

Milwaukee Center for Independence Foundation

2020 W Wells Street
Milwaukee,WI53233 		NONE PC Health & Wellness 2,500

Milwaukee Christian Center

807 S 14TH ST
MILWAUKEE,WI53204 		NONE PC General Operations 7,500

Milwaukee Christian Center

807 S 14TH ST
MILWAUKEE,WI53204 		NONE PC Homeownership 54,000

Milwaukee Community Business Collaborative

PO Box 12360
Milwaukee,WI53212 		NONE PC General Operations 50,000

Milwaukee Community Land Trust

PO Box 510781
Milwaukee,WI53203 		NONE PC General Operations 150,000

Milwaukee Film

1037 West McKinley Ave
Suite 200
Milwaukee,WI53205 		NONE PC Arts 10,000

Milwaukee Food Council

3425 N 80th St
Milwaukee,WI53222 		NONE PC Capacity Building 50,000

Milwaukee Habitat for Humanity

3726 N Booth Street
Milwaukee,WI53212 		NONE PC Homeownership 10,000

Milwaukee Habitat for Humanity

3726 N Booth Street
Milwaukee,WI53212 		NONE PC Health & Wellness 7,500

Milwaukee Youth Symphony Orchestra Inc

Milwaukee Youth Arts Center
325 W Walnut St
Milwaukee,WI53212 		NONE PC Arts 5,000

Milwaukee Youth Symphony Orchestra Inc

Milwaukee Youth Arts Center
325 W Walnut St
Milwaukee,WI53212 		NONE PC Youth 5,000

MMAC Community Support Foundation

275 W Wisconsin Avenue
Suite 220
Milwaukee,WI53203 		NONE PC Health & Wellness 2,500

Mothers Against Drunk Driving - Hawaii

745 Fort Street
Suite 303
Honolulu,HI96813 		NONE PC Substance Abuse 10,000

Museum of Dinosaurs and Ancient Cultures Inc

250 W Cocoa Beach Cswy
Cocoa Beach,FL329313530 		NONE PC Parks & Green Space;Other 1,000

Nativity Jesuit Academy

1515 South 29th Street
Milwaukee,WI532151912 		NONE PC Education 8,000

Nativity Jesuit Academy

1515 South 29th Street
Milwaukee,WI532151912 		NONE PC Education 6,000

Nativity Jesuit Academy

1515 South 29th Street
Milwaukee,WI532151912 		NONE PC Education 14,000

Nativity Jesuit Academy

1515 South 29th Street
Milwaukee,WI532151912 		NONE PC Youth 6,000

Neu-Life Community Development

2014 W North Ave
Milwaukee,WI53205 		NONE PC Youth Development 3,000

Neu-Life Community Development

2014 W North Ave
Milwaukee,WI53205 		NONE PC Youth 100,000

Neu-Life Community Development

2014 W North Ave
Milwaukee,WI53205 		NONE PC General Operations 500

Neu-Life Community Development

2014 W North Ave
Milwaukee,WI53205 		NONE PC Health & Wellness 5,000

Nicole Ellis Foundation

PO Box 569
South Holland,IL60473 		NONE PC General Operations 1,500

Nicole Ellis Foundation

PO Box 569
South Holland,IL60473 		NONE PC Youth 6,000

North AveFond du Lac Marketplace BID 32

2020 W Fond du Lac Avenue
Milwaukee,WI53205 		NONE GOV General Operations 30,000

North Division High School Alumni Association

3020 W Vliet St
Milwaukee,WI53208 		NONE PC Youth Development 5,000

Northwest Side Community Development Corporation

4201 N 27th Street
7th Floor
Milwaukee,WI53216 		NONE PC Small Business Development 400,000

Parents and Children Together

1485 Linapuni Street
Suite 103
Honolulu,HI96819 		NONE PC Mental health training and advocacy 25,000

Parents And Children Together

1300 Halona Street
Honolulu,HI96817 		NONE PC Health & Wellness 7,500

Parkinson's Foundation Midwest

200 SE 1st Street
Suite 800
Miami,FL33131 		NONE PC Health & Wellness 500

Partners In Care

200 North Vineyard Blvd
Suite A-210
Honolulu,HI96817 		NONE PC Health & Wellness 5,000

Partners In Care

200 North Vineyard Blvd
Suite A-210
Honolulu,HI96817 		NONE PC Homelessness 50,000

PEARLS for Teen Girls

1805 N Martin Luther King Jr Drive
Milwaukee,WI53212 		NONE PC Youth 108,000

PEARLS for Teen Girls

1805 N Martin Luther King Jr Drive
Milwaukee,WI53212 		NONE PC Capacity Building 50,000

PEARLS for Teen Girls

1805 N Martin Luther King Jr Drive
Milwaukee,WI53212 		NONE PC Health & Wellness 5,000

Penfield Children's Center

833 North 26th Street
Milwaukee,WI53233 		NONE PC Education 50,000

Penfield Children's Center

833 North 26th Street
Milwaukee,WI53233 		NONE PC Health & Wellness 7,500

Penfield Children's Center

833 North 26th Street
Milwaukee,WI53233 		NONE PC Education 6,000

Pennsylvania State University Philanthropic Fund

119 Old Main
University Park,PA16802 		NONE PC General Operations 44,000

Phoenix Children's Hospital

2929 E Camelback Rd
Ste 122
Phoenix,AZ85016 		NONE PC Zilber Gives Back 2,000

Pier One Theatre

332 E Pioneer Avenue
3
Homer,AK99603 		NONE PC Youth 5,000

Project Vision Hawaii

PO Box 23212
Honolulu,HI96823 		NONE PC General Operations 500

Project Vision Hawaii

PO Box 23212
Honolulu,HI96823 		NONE PC Health & Wellness 54,000

Project Vision Hawaii

PO Box 23212
Honolulu,HI96823 		NONE PC Health & Wellness 5,000

Province of St Joseph of the Capuchin Order

PO Box 5830
Milwaukee,WI53205 		NONE PC Support St. Ben's Community Meal Program 33,000

PTA Hawaii Congress (Kaelepulu PTSA)

530 Keolu Drive
Kailua,HI96734 		NONE PC Youth 5,000

RCM Community Fund

750 N Lincoln Memorial Dr
320
Milwaukee,WI53202 		NONE PC General Operations 2,000

RCM Community Fund

750 N Lincoln Memorial Dr
320
Milwaukee,WI53202 		NONE PC Health & Wellness 10,000

RCM Community Fund

750 N Lincoln Memorial Dr
320
Milwaukee,WI53202 		NONE PC General Operations 5,000

Reagan High School Arts Partnership

PO Box 342782
Milwaukee,WI53234 		NONE PC Arts 5,000

Reagan High School Arts Partnership

PO Box 342782
Milwaukee,WI53234 		NONE PC Arts 2,000

Residential Youth Services & Empowerment

42-470 Kalanianaole Hwy
6
Kailua,HI96734 		NONE PC Homeless youth of Oahu 25,000

Residential Youth Services and Empowerment (RYSE)

PO Box 11662
Honolulu,HI96828 		NONE PC Youth 10,000

Residential Youth Services and Empowerment (RYSE)

PO Box 11662
Honolulu,HI96828 		NONE PC Health & Wellness 7,500

Residential Youth Services and Empowerment (RYSE)

PO Box 11662
Honolulu,HI96828 		NONE PC Youth 10,000

Revitalize Milwaukee

840 N Old World Third Street
Suite 600
Milwaukee,WI53203 		NONE PC Home improvement matching grant 300,000

Revitalize Milwaukee

840 N Old World Third St
Suite 600
Milwaukee,WI53203 		NONE PC General Operations 500

Revitalize Milwaukee

840 N Old World Third St
Suite 600
Milwaukee,WI53203 		NONE PC Health & Wellness 5,000

Revitalize Milwaukee

840 N Old World Third St
Suite 600
Milwaukee,WI53203 		NONE PC Property Improvement 400,000

River Revitalization Foundation

2134 N Riverboat Rd
Milwaukee,WI53212 		NONE PC Parks & Green Space 5,000

RiverEdge Nature Center

4458 County Hwy Y
Saukville,WI53080 		NONE PC Support nature-based educational programs 5,000

Riverworks Development Corporation

526 E Concordia Avenue
Milwaukee,WI53212 		NONE PC Financial Education/Literacy 50,000

Riverworks Development Corporation

526 E Concordia Avenue
Milwaukee,WI53212 		NONE PC Health & Wellness 5,000

Riverworks Development Corporation

526 E Concordia Avenue
Milwaukee,WI53212 		NONE PC Financial Education/Literacy 75,000

Ronald McDonald House Charities of Hawaii Inc

PO Box 61777
Honolulu,HI968391777 		NONE PC Zilber Gives Back 2,000

Ronald Reagan Booster Club

4965 S 20th Street
Milwaukee,WI53221 		NONE PC Support Vera J Zilber Music Department 5,000

Running Rebels Community Organization

225 W Capitol Dr
Milwaukee,WI532121122 		NONE PC Youth 108,000

Running Rebels Community Organization

225 W Capitol Dr
Milwaukee,WI532121122 		NONE PC Capacity Building 50,000

Running Rebels Community Organization

225 W Capitol Dr
Milwaukee,WI532121122 		NONE PC Health & Wellness 7,500

Sacramento Society for the Prevention of Cruelty t

6201 Florin Perkins Rd
Sacramento,CA95828 		NONE PC Zilber Gives Back 2,000

Safe & Sound

4422 W Leon Terrace
Milwaukee,WI53216 		NONE PC Health & Wellness 5,000

Safe & Sound Inc

801 W Michigan St
Milwaukee,WI53233 		NONE PC General Operations 75,000

SecureFutures

710 N Plankinton Ave
Suite 1400
Milwaukee,WI53203 		NONE PC Financial Education/Literacy 35,000

Serenity Inns

PO Box 26887
Milwaukee,WI53226 		NONE PC Operating expenses & capital improvement 20,000

Serenity Inns

2825 W Brown St
Milwaukee,WI53208 		NONE PC Health & Wellness 2,500

Shielded Hearts

342 N Water Street
Suite 600
MILWAUKEE,WI53202 		NONE PC Zilber Gives Back 2,000

Shriners Hospitals for Children

2900 N Rocky Point Drive
Tampa,FL33607 		NONE PC Zilber Gives Back 2,000

Social Development Foundation

1730 W North Avenue
Milwaukee,WI53205 		NONE PC Homeownership 100,000

Sojourner Family Peace Center

619 W Walnut Street
Milwaukee,WI53212 		NONE PC Support for outcome and evaluation work 133,000

Sojourner Family Peace Center

619 W Walnut Street
Milwaukee,WI53212 		NONE PC Domestic Violence 210,720

Sojourner Family Peace Center

619 W Walnut Street
Milwaukee,WI53212 		NONE PC Health & Wellness 7,500

Southeastern Guide Dogs Inc

4210 77th Street East
Palmetto,FL34221 		NONE PC Zilber Gives Back 2,000

Southside Organizing Committee

1300 S Layton Blvd
Floor 2
Milwaukee,WI53215 		NONE PC Community/Civic Engagement 43,200

Southside Organizing Committee

1300 S Layton Blvd
Floor 2
Milwaukee,WI53215 		NONE PC Capacity Building 50,000

Southside Organizing Committee

1300 S Layton Blvd
Floor 2
Milwaukee,WI53215 		NONE PC Health & Wellness 5,000

Southside Organizing Committee

1300 S Layton Blvd
Floor 2
Milwaukee,WI53215 		NONE PC General Operations 800

St Ann Center

2801 E Morgan Ave
Milwaukee,WI53207 		NONE PC Health & Wellness 7,500

St Joan Antida High School

1341 N Cass Street
Milwaukee,WI53202 		NONE PC Education 5,000

St John's Lutheran Church

20275 Davidson Road
Brookfield,WI53045 		NONE PC General Operations 8,500

St John's Lutheran Church

20275 Davidson Road
Brookfield,WI53045 		NONE PC General Operations 6,000

St Jude Children's Research Hospital

262 Danny Thomas Place
Memphis,TN38105 		NONE PC Zilber Gives Back 4,000

Teton Valley Foundation

PO Box 50
Victor,ID83455 		NONE PC Youth 6,500

Teton Valley Foundation

PO Box 50
Victor,ID83455 		NONE PC Youth 2,000

The Forgotten Soldier Program

991 Lincoln Way
Auburn,CA95603 		NONE PC Zilber Gives Back 2,000

The Leaders Trust

2201 Broadway
Suite 400
Oakland,CA94612 		NONE PC Capacity Building 80,000

The Lighthouse for the Blind Inc

2501 South Plum Street
Seattle,WA98144 		NONE PC General Operations 500

The Mindful Group Inc

11700 W Lake Park Dr
Milwaukee,WI532243021 		NONE PC Homeownership 7,500

The Redress Movement

PO Box 1232
West Tisbury,MA02575 		NONE PC General Operations 1,000

The Table - Alice's Garden

5305 W Capitol Drive
Milwaukee,WI53216 		NONE PC Small Business Development 52,500

Thunderbird Chiefs Parent Association

1750 W Thunderbird Rd
Phoenix,AZ850236307 		NONE PC Youth 2,000

TransCenter for Youth

1749 N 16th St
Milwaukee,WI53205 		NONE PC Newline Community Caf 40,000

TransCenter for Youth

1749 N 16th St
Milwaukee,WI53205 		NONE PC Health & Wellness 2,500

United Community Center

1028 S 9th Street
Milwaukee,WI53204 		NONE PC Homebuyer education and counseling 85,000

United Community Center

1028 S 9th St
Milwaukee,WI53204 		NONE PC Health & Wellness 7,500

United Community Center

1028 S 9th St
Milwaukee,WI53204 		NONE PC Substance Abuse 50,000

United Community Center Inc

1028 S 9th Street
Milwaukee,WI53203 		NONE PC New residential substance abuse facility 50,000

United Methodist Children's Services of WI Inc

3940 W Lisbon Ave
Milwaukee,WI53208 		NONE PC Property Improvement 125,000

United Performing Arts Fund

301 W Wisconsin Ave
Ste 600
Milwaukee,WI53203 		NONE PC UPAF Match 71,537

United Way of Greater Milwaukee & Waukesha County

225 W Vine St
Milwaukee,WI53212 		NONE PC United Way Match 38,569

United Way of Greater Milwaukee and Waukesha Count

225 W Vine Street
Milwaukee,WI53212 		NONE PC General Operations 115,034

UniteMKE

1433 N Water Street
Suite 400
Milwaukee,WI53202 		NONE PC Support development costs of UniteNorth 75,000

UniteWI

1433 N Water St
Suite 400
Milwaukee,WI53202 		NONE PC Health & Wellness 2,500

UniteWI

1433 N Water St
Suite 400
Milwaukee,WI53202 		NONE PC Commercial Corridors 150,000

University of Wisconsin Foundation

1848 University Ave
Madison,WI53726 		NONE PC General Operations 5,000

Urban Ecology Center

1500 E Park Place
Milwaukee,WI53211 		NONE PC Parks & Green Space 12,500

Urban Economic Development Association of Wisconsi

1915 N Dr Martin Luther King Jr Dr
Suite 260
Milwaukee,WI53212 		NONE PC General Operations 90,000

Urban Economic Development Association of Wisconsi

1915 N Dr Martin Luther King Jr D
Suite 260
Milwaukee,WI53212 		NONE PC Health & Wellness 2,500

UWM Foundation

1440 East North Avenue
Milwaukee,WI53202 		NONE PC Education 25,000

UWM Foundation Inc

1440 E North Avenue
Milwaukee,WI53201 		NONE PC Vera Zilber Public Health Fund 500,000

UWM Foundation Inc

1440 E North Avenue
Milwaukee,WI53202 		NONE PC Support Ron Perez legacy fund 50,000

Valiant Air Command Inc

6600 Tico Rd
Titusville,FL327808009 		NONE PC General Operations 1,000

VIA CDC

1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC Property Improvement 2,500

VIA CDC

1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC General Operations 500

VIA CDC

1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC Homeownership 250,000

VIA CDC

1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC Convening 347,500

VIA CDC

1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC Health & Wellness 5,000

VIA CDC

1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC General Operations 800

VIA CDC

1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC Commercial Corridors 250,000

Vision to Learn

12100 Wilshire Blvd
Suite 1275
Los Angeles,CA90025 		NONE PC Health & Wellness 100,000

Vision to Learn

12100 Wilshire Blvd
Suite 1275
Los Angeles,CA90025 		NONE PC Health & Wellness 2,500

Vision to Learn

12100 Wilshire Blvd
Suite 1275
Los Angeles,CA90025 		NONE PC Better Vision for Keiki 50,000

Visiting Nurse Association of Wisconsin Inc

PO Box 341880
Milwaukee,WI53204 		NONE PC Aurora Zilber Family Hospice 75,000

Visiting Nurse Association of Wisconsin Inc

Attn Grant Accountant
750 W Virginia St PO Box 341880
Milwaukee,WI53204 		NONE PC Health & Wellness 5,000

Waikiki Health

277 Ohua Avenue
Honolulu,HI96815 		NONE PC Homelessness 50,000

Walker's Point Youth & Family Center

732 S 21st Street
Milwaukee Wisconsin,WI53202 		NONE PC Homeownership;Youth 75,000

Walnut Way Conservation Corp

2240 N 17th St
Milwaukee,WI53205 		NONE PC Homeownership 40,000

Walnut Way Conservation Corp

2240 N 17th St
Milwaukee,WI53205 		NONE PC General Operations 500

Walnut Way Conservation Corp

2240 N 17th St
Milwaukee,WI53205 		NONE PC Convening 324,000

Walnut Way Conservation Corp

2240 N 17th St
Milwaukee,WI53205 		NONE PC Health & Wellness 5,000

Walnut Way Conservation Corporation Inc

2240 N 17th Street
Milwaukee,WI53205 		NONE PC Support lead agency in Lindsay Heights 150,000

Wild Communities Foundation

1349 Akalani Loop
Kailua,HI96734 		NONE PC Youth 52,500

Windward Choral Society

202 Aikoa St
Kailua,HI96734 		NONE PC General Operations 5,000

Windward Choral Society

202 Aikoa St
Kailua,HI96734 		NONE PC Arts 5,000

Wisconsin Community Services Inc

3732 W Wisconsin Avenue
Suite 320
Milwaukee,WI53208 		NONE PC Substance Abuse 100,000

Wisconsin Philanthropy Network

790 N Milwaukee Street
Suite 324
Milwaukee,WI53202 		NONE PC Regional grantmakers association 25,000

Wisconsin Policy Forum

633 W Wisconsin Avenue
Suite 406
Milwaukee,WI53203 		NONE PC Small Business Development 10,000

Wisconsin Policy Forum

633 W Wisconsin Avenue
Suite 406
Milwaukee,WI53203 		NONE PC Advocacy/Policy 3,000

Wisconsin Voices

4201 N 27th Street
7th Floor
Milwaukee,WI53203 		NONE PC Voter Education and Outreach 50,000

Wisconsin Voices

4201 N 27th Street
7th Floor
Milwaukee,WI53216 		NONE PC Health & Wellness 2,500

Wisconsin Women's Business Initiative Corporation

1533 N RiverCenter Dr
Milwaukee,WI53212 		NONE PC Small Business Development 150,000

Wisconsin Women's Business Initiative Corporation

1533 N RiverCenter Dr
Milwaukee,WI53212 		NONE PC Health & Wellness 7,500

Wisconsin World Affairs Council

10600 W Mitchell Street
West Allis,WI53214 		NONE POF General Operations 10,000

Wisconsin World Affairs Council

10600 W Mitchell Street
West Allis,WI53214 		NONE POF General Operations 10,000

Women's Care Center of Milwaukee

PO Box 510978
Milwaukee,WI53203 		NONE PC General Operations 6,000

Women's Care Center of Milwaukee

PO Box 510978
Milwaukee,WI53203 		NONE PC General Operations 6,000

Women's Fund of Hawaii

PO Box 438
Honolulu,HI96809 		NONE PC General Operations 25,000

Women's Fund of Hawaii

PO Box 438
Honolulu,HI96809 		NONE PC Health & Wellness 2,500

YMCA of Honolulu

1441 PALI HWY
Honolulu,HI968132050 		NONE PC Youth Development 2,500

YMCA of Metropolitan Milwaukee

PO Box 2174
Milwaukee,WI53201 		NONE PC Health & Wellness 7,500

YMCA of Metropolitan Milwaukee

PO Box 2174
Milwaukee,WI53201 		NONE PC Youth 50,000

YWCA of Oahu

1040 Richards Street
Honolulu,HI96813 		NONE PC General Operations 50,000

YWCA of Oahu

1040 RICHARDS STREET
HONOLULU,HI96813 		NONE PC Health & Wellness 7,500

YWCA Southeast Wisconsin

1915 N Dr Martin Luther King Juni
Milwaukee,WI53212 		NONE PC General Operations 500

YWCA Southeast Wisconsin

1915 N Dr Martin Luther King Juni
Milwaukee,WI53212 		NONE PC Health & Wellness 5,000

YWCA Southeast Wisconsin

1915 N Dr Martin Luther King Juni
Milwaukee,WI53212 		NONE PC Financial Education/Literacy 67,500

Zekes Vets Helping Vets Inc

4175 Richwood Ct
Merritt Island,FL329526237 		NONE PC General Operations 2,000

Mentor Greater Milwaukee

1543 N 2nd St 6 Fl
Milwaukee,WI53212 		NONE PC Youth Development 10,000
Total .................................right arrow 3a 12,376,705
bApproved for future payment

Acts Housing
2414 W Vliet Street
Milwaukee,WI53205 		NONE PC Homeownership 0

African American Leadership Alliance Milwaukee
275 W Wisconsin Ave
Suite 220
Milwaukee,WI53203 		NONE PC Capacity Building 0

Castle Medical Center dba Adventist Health Castle
640 Ulukahiki Street
Kailua,HI96734 		NONE PC Health & Wellness 0

Community Warehouse
521 S 9th Street
Milwaukee,WI53204 		NONE PC Property Improvement 0

Fondy Food Center
2102 W Fond du Lac Avenue
Milwaukee,WI53206 		NONE PC Small Business Development 0

Forward Community Investments
1850 W Fond Du Lac Avenue
Milwaukee,WI53205 		NONE PC Financial Education/Literacy;Small Business Develo 0

Friendship Inc
2245 W Fond Du Lac Ave
PO Box 6286
Milwaukee,WI53206 		NONE PC Substance Abuse 0

Greater Milwaukee Foundation
101 W Pleasant St
Suite 210
Milwaukee,WI53212 		NONE PC Capacity Building 0

Guest House of Milwaukee
1216 N 13th Street
Milwaukee,WI53205 		NONE PC Homelessness 0

Hawaii Community Foundation
827 Fort Street Mall
Honolulu,HI96813 		NONE PC General Operations 0

Housing Resources Inc
7830 W Burleigh St
Milwaukee,WI53222 		NONE PC Homeownership 0

IHS The Institute for Human Services
546 Kaaahi Street
Honolulu,HI96817 		NONE PC Homelessness 0

KEY Project
47-200 Waihee Rd
Kaneohe,HI96744 		NONE PC Convening 0

Kukolu Organization
46-003 Alaloa Street
Unit 108
Kaneohe,HI96744 		NONE PC Capacity Building;Community/Civic Engagement 0

Literacy Services of Wisconsin
555 N Plankinton Avenue
Milwaukee,WI53203 		NONE PC Financial Education/Literacy 0

Milwaukee Christian Center
807 S 14TH ST
MILWAUKEE,WI53204 		NONE PC Homeownership 0

Milwaukee Food Council
3425 N 80th St
Milwaukee,WI53222 		NONE PC Capacity Building 0

Neu-Life Community Development
2014 W North Ave
Milwaukee,WI53205 		NONE PC Youth 0

Northwest Side Community Development Corporation
4201 N 27th Street
7th Floor
Milwaukee,WI53216 		NONE PC Small Business Development 0

Partners In Care
200 North Vineyard Blvd
Suite A-210
Honolulu,HI96817 		NONE PC Homelessness 0

PEARLS for Teen Girls
1805 N Martin Luther King Jr Drive
Milwaukee,WI53212 		NONE PC Youth 0

Penfield Children's Center
833 North 26th Street
Milwaukee,WI53233 		NONE PC Education 0

Project Vision Hawaii
PO Box 23212
Honolulu,HI96823 		NONE PC Health & Wellness 0

Revitalize Milwaukee
840 N Old World Third St
Suite 600
Milwaukee,WI53203 		NONE PC Property Improvement 0

Riverworks Development Corporation
526 E Concordia Avenue
Milwaukee,WI53212 		NONE PC Financial Education/Literacy 0

Riverworks Development Corporation
526 E Concordia Avenue
Milwaukee,WI53212 		NONE PC Financial Education/Literacy 0

Running Rebels Community Organization
225 W Capitol Dr
Milwaukee,WI532121122 		NONE PC Youth 0

SecureFutures
710 N Plankinton Ave
Suite 1400
Milwaukee,WI53203 		NONE PC Financial Education/Literacy 0

Social Development Foundation
1730 W North Avenue
Milwaukee,WI53205 		NONE PC Homeownership 0

Sojourner Family Peace Center
619 W Walnut Street
Milwaukee,WI53212 		NONE PC Domestic Violence 0

Southside Organizing Committee
1300 S Layton Blvd
Floor 2
Milwaukee,WI53215 		NONE PC Community/Civic Engagement 0

The Table - Alice's Garden
5305 W Capitol Drive
Milwaukee,WI53216 		NONE PC Small Business Development 0

United Community Center
1028 S 9th St
Milwaukee,WI53204 		NONE PC Substance Abuse 0

United Methodist Children's Services of WI Inc
3940 W Lisbon Ave
Milwaukee,WI53208 		NONE PC Property Improvement 0

United Way of Greater Milwaukee & Waukesha County
225 W Vine St
Milwaukee,WI53212 		NONE PC United Way Match 0

VIA CDC
1545 S Layton Blvd
Milwaukee,WI53215 		NONE PC Convening 0

Walnut Way Conservation Corp
2240 N 17th St
Milwaukee,WI53205 		NONE PC Convening 0

Wisconsin Women's Business Initiative Corporation
1533 N RiverCenter Dr
Milwaukee,WI53212 		NONE PC Small Business Development 0

YMCA of Metropolitan Milwaukee
PO Box 2174
Milwaukee,WI53201 		NONE PC Youth 0

YWCA Southeast Wisconsin
1915 N Dr Martin Luther King Juni
Milwaukee,WI53212 		NONE PC Financial Education/Literacy 0
Total ................................. right arrow 3b 4,113,287
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		         
4 Dividends and interest from securities ....     14 14,746,114  
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 9,296,458  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPASSTHROUGH ENTITY DISTRIBUTIONS 		    18 -3,555  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   24,039,017  
13Total. Add line 12, columns (b), (d), and (e)..................
13
24,039,017
(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 (2022)
Form 990-PF (2022)
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 (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 74,776 10,650   63,923

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TY 2022 DepreciationSchedule
Name:
Joseph and Vera Zilber Family 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

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

TY 2022 ExpenditureResponsibilityStmt
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Wisconsin World Affairs Council
  		10600 West Mitchell St
West Allis,WI53214 		2023-02-20 20,000 Program support of the 2023 World Affairs Seminar held June 24-30, 2023. 20,000 NO 06/30/2023 2023-06-30 The organization received a written report from Wisconsin World Affairs Council (a 501(c)(3) Private Operating Foundation) confirming that grant monies were spent in full for the intended purpose.

TY 2022 InvestmentsCorpBondsSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED 38,717,113 38,717,113

TY 2022 InvestmentsCorpStockSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED 67,205,728 67,205,728

TY 2022 InvestmentsGovtObligationsSch
Name:
Joseph and Vera Zilber Family 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:


151,033
State & Local Government Securities - End of Year Fair Market Value:


151,033


TY 2022 InvestmentsOtherSchedule2
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED FMV 238,536,229 238,536,229

TY 2022 LegalFeesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,058     5,058


TY 2022 OtherAssetsSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT 100,000 100,000 100,000


TY 2022 OtherExpensesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIP DUES 34,060 0 0 37,060
SOFTWARE CONTRACTS 6,941 0 0 6,941
INSURANCE 7,975 0 0 7,975
OFFICE 5,661 0 0 5,350
POSTAGE & MESSENGER 1,059 0 0 1,059
PROMOTIONAL MATERIAL 2,678 0 0 1,578
MISCELLANEOUS EXPENSES 1,601 0 0 1,734


TY 2022 OtherIncomeSchedule2
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BROKER DISTRIBUTIONS -3,555   0
TOWNE REALTY CO.   133,674 0
JJZ FAMILY INVESTMENT   -120,645 0
WEST-HILL DEKALB LIMITED PARTNERSHIP   7,955 0
PROSHARES ULTRASHORT EURO   12,900 0


TY 2022 OtherIncreasesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Amount
CHANGE IN REAL ESTATE & OTHER INVESTMENT 46,263,904
UNREALIZED GAIN ON MARKETABLE SECURITIES -585,507


TY 2022 OtherLiabilitiesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Beginning of Year - Book Value End of Year - Book Value
OTHER   63,737


TY 2022 OtherProfessionalFeesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 548,011 484,274 0  
PROGRAM EVALUATIONS 175,639   0 175,639
APPRAISALS 21,971 30,992 0  


TY 2022 TaxesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 346,606   0 0
FOREIGN TAX 446 446 0 0
UBIT - OREGON 79,375 79,375 0 0


TY 2022 TransfersFrmControlledEntities
Name:
Joseph and Vera Zilber Family 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 Capital Gain, Controlled Entity 262,000
JJZ FAMILY INVESTMENTS 710 N Plankinton Ave Suite 1200
Milwaukee,WI53203 		39-1895680 CASH DISTRIBUTION 2,117,500
TOWNE REALTY CO 710 N Plankinton Ave Suite 1200
Milwaukee,WI53203 		39-6106777 CASH DISTRIBUTION 172,800
ZILBER LTD 710 N Plankinton Ave Suite 1200
Milwaukee,WI53203 		39-1472959 DIVIDEND RECEIVED 11,088,132
Total     13,640,432