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 07-01-2023 , and ending 06-30-2024
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$396,066,604J 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... 21,464,253 21,525,697  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,821,206
b Gross sales price for all assets on line 6a 34,368,981
7 Capital gain net income (from Part IV, line 2)... 1,632,495
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
25,501 187,565 0
12 Total. Add lines 1 through 11........ 23,310,960 23,345,757 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 228,358     178,358
14 Other employee salaries and wages...... 794,877     727,238
15 Pension plans, employee benefits....... 166,896     134,877
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
598 0 0 598
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
82,038 0 0 86,667
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
797,503 533,205 0 288,351
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
280,502   0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
13,162    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 107,559     107,505
22 Printing and publications.......... 30,196     30,493
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
70,134 0 0 69,893
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,571,823 533,205 0 1,623,980
25 Contributions, gifts, grants paid....... 32,217,465 15,313,280
26 Total expenses and disbursements. Add lines 24 and 25 34,789,288 533,205 0 16,937,260
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -11,478,328
b Net investment income (if negative, enter -0-) 22,812,552
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 11,984,957 14,037,402 14,037,402
3 Accounts receivable right arrow2,302
Less: allowance for doubtful accounts right arrow   21,876 2,302 2,302
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) 151,033 Click to see attachment
List of Attached Documents:
// Content
147,882 		147,882
b Investments—corporate stock (attach schedule)....... 67,205,728 Click to see attachment
List of Attached Documents:
// Content
80,020,216 		80,020,016
c Investments—corporate bonds (attach schedule)....... 38,717,113 Click to see attachment
List of Attached Documents:
// Content
39,025,057 		39,025,057
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).......... 238,536,229 Click to see attachment
List of Attached Documents:
// Content
262,677,842 		262,677,842
14 Land, buildings, and equipment: basis right arrow98,656
Less: accumulated depreciation (attach schedule) right arrow42,553 62,465 56,103 56,103
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) 356,779,401 396,066,804 396,066,604
Liabilities 17 Accounts payable and accrued expenses.......... 83,795 107,872
18 Grants payable................. 5,273,287 22,177,473
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
63,737 		Click to see attachment
List of Attached Documents:
// Content
160,816
23 Total liabilities (add lines 17 through 22)......... 5,420,819 22,446,161
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........... 351,358,582 373,620,643
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)..... 351,358,582 373,620,643
30 Total liabilities and net assets/fund balances (see instructions). 356,779,401 396,066,804
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
351,358,582
2
Enter amount from Part I, line 27a .....................
2
-11,478,328
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
33,740,389
4
Add lines 1, 2, and 3 ..........................
4
373,620,643
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
373,620,643
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 PERSHING - 1484      
b JPM - 7002      
c JPM - 5007      
d BREWERY PROJECT, LLC      
e TREND MACRO OFFSHORE LTD      
WELLINGTON TRUST COMPANY      
(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 5,404,844   4,578,181 826,663
b 532,905   542,145 -9,240
c 27,261,225   26,257,441 1,003,784
d 75,000   0 75,000
e 1,095,007   1,250,000 -154,993
0   108,719 -108,719
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       826,663
b       -9,240
c       1,003,784
d       75,000
e       -154,993
      -108,719
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 1,632,495
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) 1 317,094
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........................... 3 317,094
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- ..... 5 317,094
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 326,460
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.............. 7 326,460
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 9,366
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,366 Refundedright arrow 11  
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? 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 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 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 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
Yes
 
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
 
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 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)
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
2.0 		25,000 0 6,292
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Marilyn Zilber DIRECTOR
2.0 		25,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Shane M Jackson TREASURER/DIRECTOR
2.0 		25,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Melissa S A Jackson DIRECTOR
2.0 		25,000 0 16,244
710 N PLANKINTON AVE
MILWAUKEE,WI53203
James F Janz VICE PRESIDENT/DIRECTOR
2.0 		25,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Paul Tilleman DIRECTOR
2.0 		25,000 0 685
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Michael P Mervis DIRECTOR
2.0 		25,000 0 0
710 N PLANKINTON AVE
MILWAUKEE,WI53203
Mark Madigan SECRETARY/DIR (as of 6/30/23)
2.0 		25,000 0 5,137
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 		256,400 0 9,276
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
ERIN FREDERICK PROGRAM DIRECTOR
40.0 		167,900 0 28,438
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
LIANNA BISHOP OPERATIONS DIRECTOR
32.0 		143,200 0 24,843
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
DEMETRIA SMITH PROGRAM OFFICER
40.0 		125,700 0 3,758
710 N PLANKINTON AVE STE 1200
MILWAUKEE,WI53203
Total number of other employees paid over $50,000...................right arrow  
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
Fiducient Advisors Investment Mgmt 270,575
PO Box 856577
MINNEAPOLIS,MN55485
AR Schmeidler & Co Inc Investment Mgmt 172,319
500 5th Ave
NEW YORK,NY10110
Mueller Communications COMMUNICATION 129,160
108 E Pleasant St
MILWAUKEE,WI53212
CI Design Media Production 56,878
306 N Milwaukee Floor 2
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 (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
352,053
b
Average of monthly cash balances.......................
1b
121,897,688
c
Fair market value of all other assets (see instructions)................
1c
236,513,015
d
Total (add lines 1a, b, and c).........................
1d
358,762,756
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
358,762,756
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,381,441
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
353,381,315
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
17,669,066
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
17,669,066
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
317,094
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
317,094
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
17,351,972
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
17,351,972
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
17,351,972
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
16,937,260
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
16,937,260
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 17,351,972
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,432,638
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 16,937,260
a Applied to 2022, but not more than line 2a 1,432,638
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 2023 distributable amount..... 15,504,622
e Remaining amount distributed out of corpus 0
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 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,847,350
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
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).)
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 (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

Acts Housing

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

Acts Housing

2414 W Vliet Street
Milwaukee,WI53205 		NONE PC Gratitude Grant 7,500

African American Breastfeeding Network Inc

PO Box 1979
Milwaukee,WI532011979 		NONE PC General Operations 2,500

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 AALAM Narrative Change Initiative 40,000

African American Leadership Alliance Milwaukee

275 W Wisconsin Ave
Suite 220
Milwaukee,WI53203 		NONE PC Gratitude Grant 2,500

African American Roundtable

6918 W Brown Deer Road
Milwaukee,WI53223 		NONE PC General Operations 25,000

Aloha United Way

200 N Vineyard Boulevard Suite 7
Honolulu,HI96817 		NONE PC Maui Fire Relief Fund 85,000

Aloha United Way

200 N Vineyard Boulevard Suite 7
Honolulu,HI96817 		NONE PC 2024 Women United 10,000

Alzheimers Caregiving & the Caregivers

1909 Ala Wai Blvd Apt 1603
Honolulu,HI968151805 		NONE PC General Operations 5,000

Assets School

One Ohana Nui Way
Honolulu,HI96818 		NONE PC General Operations 10,000

Black Leaders Organizing Communities (BLOC)

3500 N 26th St
Milwaukee,WI53206 		NONE PC Building the BLOC(K) 25,000

Black Leaders Organizing Communities (BLOC)

3500 N 26th St
Milwaukee,WI53206 		NONE PC Gratitude Grant 2,500

Capuchin Community Services

930 W State Street
Milwaukee,WI53233 		NONE PC Gratitude Grant 2,500

Capuchin Community Services

930 W State Street
Milwaukee,WI53233 		NONE PC St. Ben's Community Meal 54,000

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 Vera Zilber Birth Center Renovation 1,000,000

Cathedral Center Inc

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

Cathedral Center Inc

710 N Plankinton Avenue
Suite 803
Milwaukee,WI53203 		NONE PC Emergency Shelter for Women and Families 54,000

Cathedral Center Inc

710 N Plankinton Avenue
Suite 803
Milwaukee,WI53203 		NONE PC Gratitude Grant 5,000

Cathedral Center Inc

710 N Plankinton Avenue
Suite 803
Milwaukee,WI53203 		NONE PC General Operations 5,000

Cesar Chavez Drive BID #38

1518 S 32nd Street
Milwaukee,WI53215 		NONE PC General Operations 32,500

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

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 Gratitude Grant 7,500

Community Advocates

728 N James Lovell St
Milwaukee,WI53233 		NONE PC Housing Advancement Project 108,000

Community Development Alliance

3800 W Lisbon Ave
Suite 210
Milwaukee,WI53208 		NONE PC General Operations 100,000

Community Warehouse

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

Community Warehouse

521 S 9th Street
Milwaukee,WI53204 		NONE PC Gratitude Grant 2,500

Community Water Services

1836 W Fond du Lac Avenue
Milwaukee,WI53205 		NONE PC Gratitude Grant 2,500

Cross Lutheran Church

1821 N 16th Street
Milwaukee,WI53205 		NONE PC Gratitude Grant 2,500

Cross Lutheran Church

1821 N 16th Street
Milwaukee,WI53205 		NONE PC Cross Community Programs 54,000

Cystic Fibrosis Foundation

4550 Montgomery Avenue
Suite 1100N
Bethesda,MD20814 		NONE PC Holiday Giving 2,500

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC General Operations 118,000

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC Gratitude Grant 2,500

Data You Can Use

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

Data You Can Use

PO BOX 511700
Milwaukee,WI53203 		NONE PC NCRC Conference 2,751

Dynamic Community Solutions

85-908 Waianae Valley Rd
Waianae,HI96792 		NONE PC Gratitude Grant 2,500

Ezekiel Community Development Corporation

PO Box 241873
Milwaukee,WI53224 		NONE PC Gratitude Grant 2,500

Ezekiel Community Development Corporation

PO Box 241873
Milwaukee,WI53224 		NONE PC Electrical Home Safety Program 125,000

FLORIDA LEADERSHIP VENTURE INCDBA ELEVATE Orlando

PO Box 940633
Maitland,FL32794 		NONE PC General Operations 1,000

Folds of Honor Foundation

5971 North Patriot Drive
Owasso,OK74055 		NONE PC Holiday Giving 2,500

Fondy Food Center

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

Fondy Food Center

5305 W Capitol Drive
Milwaukee,WI53216 		NONE PC Support Fondy Staff & Mission 100,000

Fondy Food Center

5305 W Capitol Drive
Milwaukee,WI53216 		NONE PC Gratitude Grant 2,500

Food Pantry of Waukesha County

1301 Sentry Drive
Waukesha,WI53186 		NONE PC Holiday Giving 2,500

Forward Community Investments

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

Forward Community Investments

2352 South Park Street
Suite 326
Madison,WI53713 		NONE PC Gratitude Grant 2,500

Free Radio Hustisford

PO Box 122
Hustisford,WI53034 		NONE PC General Operations 5,000

Free Radio Hustisford

PO Box 122
Hustisford,WI53034 		NONE PC General Operations 3,000

Friedens Community Ministries

1220 W Vliet St
Milwaukee,WI53205 		NONE PC Food Pantries 25,000

Friends of Dodge County Parks Inc

PO BOX 72
JUNEAU,WI53039 		NONE PC General Operations 2,000

Friends of Dodge County Parks Inc

PO BOX 72
JUNEAU,WI53039 		NONE PC General Operations 1,000

Friends of Dodge County Parks Inc

PO BOX 72
JUNEAU,WI53039 		NONE PC General Operations 1,000

Friendship Inc

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

Friendship Inc

2245 W Fond Du Lac Ave
PO Box 6286
Milwaukee,WI53206 		NONE PC Gratitude Grant 2,500

Funder Hui

5274 Halapepe Street
Honolulu,HI96821 		NONE PC Gratitude Grant 2,500

Funder Hui

5274 Halapepe Street
Honolulu,HI96821 		NONE PC General Operations 27,000

Girl Scouts of Hawai'i

410 Atkinson Drive Suite 2E1 Box
Honolulu,HI96814 		NONE PC Gratitude Grant 2,500

Greater Milwaukee Foundation

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

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 40,000

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 Gratitude Grant 7,500

Habilitat Inc

45-035 Kuhonu Place
Kaneohe,HI96744 		NONE PC Gratitude Grant 5,000

Habilitat Inc

45-035 Kuhonu Place
Kaneohe,HI96744 		NONE PC E Ola Hou Ana: Coming Back to Live 30,000

Hale Kipa

91-2128 Old Fort Weaver Road
Ewa Beach,HI96706 		NONE PC Gratitude Grant 7,500

Hale Kipa

91-2128 Old Fort Weaver Road
Ewa Beach,HI96706 		NONE PC Youth Outreach Program & Services 27,500

Harvard Business School Club of Wisconsin

PO Box 1527
Brookfield,WI530081527 		NONE PC General Operations 3,000

Hawaii Alliance of Nonprofit Organization (HANO)

1020 South Beretania Street 2nd Fl
Honolulu,HI96814 		NONE PC Gratitude Grant 2,500

Hawaii Alliance of Nonprofit Organization (HANO)

1020 South Beretania Street 2nd Fl
Honolulu,HI96814 		NONE PC State of the Nonprofit Sector Report 20,000

Hawaii Community Foundation

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

Hawaii Community Foundation

827 Fort Street Mall
Honolulu,HI96813 		NONE PC Maui Strong Fund 50,000

Hawaii Community Foundation

827 Fort Street Mall
Honolulu,HI96813 		NONE PC General Operations 10,000

Hawaii Education of the Arts (HEARTS)

536 Oneawa Street
Kailua,HI96734 		NONE PC General Operations 5,000

Hawai'i People's Fund

PO Box 4163
Honolulu,HI96812 		NONE PC Gratitude Grant 2,500

Hawai'i People's Fund

PO Box 4163
Honolulu,HI96812 		NONE PC General Operations 25,000

Health Connections Incorporated

4655 N Port Washington Rd
Suite 325
Glendale,WI53212 		NONE PC Milwaukee Black Grassroots Network 150,000

Historic Milwaukee

235 E Michigan Street
Milwaukee,WI53202 		NONE PC Doores Open Milwaukee 10,000

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 Shine the Light, Ending Sex Trafficking in Hawaii 50,000

Ho'ola Na Pua

PO Box 22551
Honolulu,HI96823 		NONE PC General Operations 25,000

Ho'ola Na Pua

PO Box 22551
Honolulu,HI96823 		NONE PC Gratitude Grant 5,000

Ho'ola Na Pua

PO Box 22551
Honolulu,HI96823 		NONE PC General Operations 5,000

Hope Center Inc

502 N East Ave
Waukesha,WI53186 		NONE PC Holiday Giving 2,500

Hope House of Milwaukee

209 W Orchard St
Milwaukee,WI53204 		NONE PC General Operations 10,000

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 Gratitude Grant 5,000

Housing Resources Inc

7830 W Burleigh St
Milwaukee,WI53222 		NONE PC HRI Capacity Building 76,500

Housing Resources Inc

7830 W Burleigh St
Milwaukee,WI53222 		NONE PC General Operations 5,000

Humanity Hale

73-4416 Paiaha St
Kailua Kona,HI967409314 		NONE PC Holiday Giving 2,500

Hustisford Community Library

609 W Juneau St
Hustisford,WI53034 		NONE PC General Operations 5,000

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 Gratitude Grant 7,500

Imagine MKE

1037 West McKinley Ave
Suite 302
Milwaukee,WI53205 		NONE PC Gratitude Grant 2,500

IMPACT Alcohol & Other Drug Abuse Service Inc

6737 West Washington Street Suite
Milwaukee,WI53214 		NONE PC Trillium Wellness Collective Collaboration 3,800

Jamm Family Support Inc

23619 113th St
Trevor,WI531799278 		NONE PC Holiday Giving 2,500

JobsWork MKE Inc

2821 N Vel R Phillips Ave Suite 30
PO Box 12360
Milwaukee,WI53212 		NONE PC Gratitude Grant 2,500

JobsWork MKE Inc

PO Box 12360
2821 N Vel R Phillips Ave Suite 30
Milwaukee,WI53212 		NONE PC Transforming Lives Through Careers 54,000

Journey House

2110 West Scott Street
Milwaukee,WI53204 		NONE PC THRIVE Financial & Bridges Center 75,000

Journey House

2110 West Scott Street
Milwaukee,WI53204 		NONE PC Capacity/General Operating 162,500

Journey House

2110 West Scott Street
Milwaukee,WI53204 		NONE PC Gratitude Grant 5,000

Journey House

2110 West Scott Street
Milwaukee,WI53204 		NONE PC Infrastructure Need for Public Safety 35,000

Juvenile Diabetes Research Foundation

1800 Appleton Road Suite 2
Menasha,WI54952 		NONE PC Holiday Giving 2,500

Kaohao School

140 Alala Road
Kailua,HI96734 		NONE PC General Operations 5,000

Kentucky Horse Park Foundation

4075 Iron Works Pkwy
Lexington,KY40511 		NONE PC General Operations 5,000

KEY Project

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

KEY Project

47-200 Waihee Rd
Kaneohe,HI96744 		NONE PC Gratitude Grant 2,500

KEY Project

47-200 Waihee Rd
Kaneohe,HI96744 		NONE PC Ho oikaika KEY 34,000

Kinai Eha

346 Keaniani St
Kailua,HI967342455 		NONE PC General Operations 2,500

Kinship Community Food Center

2610 N Marin Luther King Drive
Milwaukee,WI53212 		NONE PC Holiday Giving 2,500

Knoxville Museum of Art

1050 Worlds Fair Park Dr
Knoxville,TN379161653 		NONE PC General Operations 2,000

Kukolu Organization

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

Lake Sinissippi Association

PO Box 304
Hustisford,WI530340304 		NONE PC General Operations 1,000

Lakewood Ranch Community Fund Inc

8130 Lakewood Main St Ste 103
Lakewood Ranch,FL342025068 		NONE PC Holiday Giving 2,500

Latino Entrepreneurial Network Incorporated

530 S 11th Street Suite
300B
Milwaukee,WI53204 		NONE PC Gratitude Grant 2,500

Latino Entrepreneurial Network Incorporated

530 S 11th Street Suite
300B
Milwaukee,WI53204 		NONE PC B.E.S.T. Hub 32,500

Layton Boulevard West Neighbors Inc dba VIA CDC

3524 W National Avenue
Milwaukee,WI53215 		NONE PC General Operations 12,000

Layton Boulevard West Neighbors Inc dba VIA CDC

3524 W National Avenue
Milwaukee,WI53215 		NONE PC Gratitude Grant 5,000

Layton Boulevard West Neighbors Inc dba VIA CDC

3524 W National Avenue
Milwaukee,WI53215 		NONE PC Home Imrovement Matching 75,000

Le Jardin Academy

917 Kalanianaole Hwy
Kailua,HI96734 		NONE PC General Operations 5,000

Legal Action of Wisconsin

633 W Wisconsin Ave
Ste 2000
Milwaukee,WI53203 		NONE PC Gratitude Grant 7,500

Legal Action of Wisconsin

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

Legal Aid Society of Milwaukee

728 N James Lovell St
Fl N
Milwaukee,WI53233 		NONE PC Gratitude Grant 7,500

Legal Aid Society of Milwaukee

728 N James Lovell St
Fl N
Milwaukee,WI53233 		NONE PC Community Redevelopment Initiative 54,000

LISC Milwaukee

234 W Florida Street Suite 204
Milwaukee,WI53204 		NONE PC Gratitude Grant 2,500

LISC Milwaukee

234 W Florida Street Suite 204
Milwaukee,WI53204 		NONE PC Effectuating Equity 216,000

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 Gratitude Grant 2,500

Make-A-Wish Foundation of South Florida Inc

4491 South State Road 7
Suite 201
Davie,FL33314 		NONE PC General Operations 5,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC General Operations 5,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC Gratitude Grant 5,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC General Operations 54,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC General Operations 40,000

Make-A-Wish Hawaii

900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC General Operations 5,000

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 General Operations 6,000

Marquette University

1250 West Wisconsin Avenue
PO Box 1881
Milwaukee,WI53201 		NONE PC General Operations 12,000

Marquette University

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

Marquette University - NNS

1250 West Wisconsin Avenue
Milwaukee,WI532011881 		NONE PC Gratitude Grant 2,500

Maui Cancer Wellness Retreats

100 Mano Dr
Kula,HI967908531 		NONE PC Holiday Giving 2,500

Maui Food Bank Inc

760 Kolu Street
Wailuku,HI96793 		NONE PC Holiday Giving 2,500

Menomonee Valley Partners

231 W Michigan St
P421
Milwaukee,WI53203 		NONE PC Gratitude Grant 2,500

Menomonee Valley Partners

231 W Michigan St
P421
Milwaukee,WI53203 		NONE PC Strategic Plan Implementation Coaching 12,000

Mental Health America of Hawaii

1136 Union Mall Suite 208
Honolulu,HI96813 		NONE PC Gratitude Grant 2,500

Mental Health America of Hawaii

1136 Union Mall Suite 208
Honolulu,HI96813 		NONE PC Mental Health Support Programming 43,000

MENTOR Greater Milwaukee

1543 N 2nd Street 6th Floor
Milwaukee,WI53212 		NONE PC General Operations 5,000

Meta House

2625 N Weil St
Milwaukee,WI53212 		NONE PC General Operations 5,000

Meta House

2625 N Weil St
Milwaukee,WI53212 		NONE PC General Operations 54,000

Meta House

2625 N Weil St
Milwaukee,WI53212 		NONE PC Gratitude Grant 7,500

Metro Milwaukee Mediation Services

PO Box 633
Milwaukee,WI532010633 		NONE PC Gratitude Grant 2,500

Metro Milwaukee Mediation Services

PO Box 633
Milwaukee,WI532010633 		NONE PC Capacity Building 15,000

Metro Milwaukee Mediation Services

PO Box 633
Milwaukee,WI532010633 		NONE PC Housing Mediation Programs 60,000

Metropolitan Milwaukee Fair Housing Council

759 N Milwaukee Street Suite 500
Milwaukee,WI53202 		NONE PC Gratitude Grant 2,500

Metropolitan Milwaukee Fair Housing Council

759 N Milwaukee Street Suite 500
Milwaukee,WI53202 		NONE PC Fair Lending Program 40,000

Milwaukee Art Museum

700 N Art Museum Drive
MILWAUKEE,WI53202 		NONE PC Holiday Giving 2,500

Milwaukee Center for Independence Foundation

2020 W Wells Street
Milwaukee,WI53233 		NONE PC Level Up Training 81,000

Milwaukee Center for Independence Foundation

2020 W Wells Street
Milwaukee,WI53233 		NONE PC Gratitude Grant 2,500

Milwaukee Christian Center

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

Milwaukee Christian Center

807 S 14TH ST
MILWAUKEE,WI53204 		NONE PC Gratitude Grant 7,500

Milwaukee Community Land Trust Ltd

PO Box 510781
Milwaukee,WI532030131 		NONE PC Gratitude Grant 2,500

Milwaukee Community Land Trust Ltd

PO Box 510781
Milwaukee,WI532030131 		NONE PC Affordable Homeownership Forever 150,000

Milwaukee Film

1037 West McKinley Ave
Suite 200
Milwaukee,WI53205 		NONE PC Cultures & Communities Festival 10,000

Milwaukee Food Council

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

Milwaukee Food Council

790 N Milwaukee St
Suite 351
Milwaukee,WI53202 		NONE PC Gratitude Grant 2,500

Milwaukee Habitat for Humanity

3726 N Booth Street
Milwaukee,WI53212 		NONE PC Home Construction and Repairs 25,000

Milwaukee Habitat for Humanity

3726 N Booth Street
Milwaukee,WI53212 		NONE PC Gratitude Grant 7,500

Milwaukee Public Library Foundation

814 West Wisconsin Avenue
Milwaukee,WI53233 		NONE PC General Operations 5,000

Milwaukee Public Schools Foundation

234 W Galena St
Milwaukee,WI53212 		NONE PC General Operations 2,500

MKE Black

3520 N 3rd St
Milwaukee,WI53212 		NONE PC General Operations 10,000

MMAC Community Support Foundation

275 W Wisconsin Ave
Suite 220
Milwaukee,WI53203 		NONE PC Hispanic Collaborative (Mercado MKE) 25,000

Mothers Against Drunk Driving - Hawaii

745 Fort Street
Suite 303
Honolulu,HI96813 		NONE PC General Operations 5,000

Nativity Jesuit Academy

1515 South 29th Street
Milwaukee,WI532151912 		NONE PC General Operations 20,000

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 Gratitude Grant 5,000

Northwest Side Community Development Corporation

4201 N 27th Street 7th Floor
Milwaukee,WI53216 		NONE PC Small Business Development 200,000

Northwest Side Community Development Corporation

4201 N 27th Street 7th Floor
Milwaukee,WI53216 		NONE PC Gratitude Grant 2,500

Operation Underground Railroad Inc

PO Box 57338
Salt Lake City,UT84157 		NONE PC Holiday Giving 2,500

Paia Youth Council Inc

PO Box 790999
Paia,HI967790999 		NONE PC Holiday Giving 2,000

Parents And Children Together

1300 Halona Street
Honolulu,HI96817 		NONE PC Gratitude Grant 7,500

Parents And Children Together

1300 Halona Street
Honolulu,HI96817 		NONE PC Strengthening PACTS Fiscal Capacity 27,500

Partners In Care

200 North Vineyard Blvd Suite A-21
Honolulu,HI96817 		NONE PC Homelessness 50,000

Partners In Care

200 North Vineyard Blvd Suite A-21
Honolulu,HI96817 		NONE PC Gratitude Grant 5,000

Partners in Development Foundation

2040 Bachelot St
Honolulu,HI96817 		NONE PC General Operations 2,500

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 Gratitude Grant 5,000

PEARLS for Teen Girls

1805 N Martin Luther King Jr Drive
Milwaukee,WI53212 		NONE PC Matching Grant 250,000

Penfield Childrens Center

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

Penfield Childrens Center

833 North 26th Street
Milwaukee,WI53233 		NONE PC Gratitude Grant 7,500

Penfield Childrens Center

833 North 26th Street
Milwaukee,WI53233 		NONE PC Performance and Growth Accelerator 25,000

Project Vision Hawaii

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

Project Vision Hawaii

PO Box 23212
Honolulu,HI96823 		NONE PC Gratitude Grant 5,000

Prostate Cancer Foundation

1250 Fourth Street
Santa Monica,CA90401 		NONE PC Holiday Giving 2,500

Reagan High School Arts Partnership

PO Box 342782
Milwaukee,WI53234 		NONE PC General Operations 3,000

Reagan High School Arts Partnership

PO Box 342782
Milwaukee,WI53234 		NONE PC General Operations 5,000

Reagan High School Arts Partnership

PO Box 342782
Milwaukee,WI53234 		NONE PC General Operations 4,000

Residential Youth Services and Empowerment (RYSE)

PO Box 11662
Honolulu,HI96828 		NONE PC Emergency Shelter & Drop In Services 27,500

Residential Youth Services and Empowerment (RYSE)

PO Box 11662
Honolulu,HI96828 		NONE PC General Operations 5,000

Residential Youth Services and Empowerment (RYSE)

PO Box 11662
Honolulu,HI96828 		NONE PC Gratitude Grant 7,500

Residential Youth Services and Empowerment (RYSE)

PO Box 11662
Honolulu,HI96828 		NONE PC General Operations 2,500

Retirement Home for Horses

20307 NW COUNTY ROAD 235A
Alachua,FL32615 		NONE PC Holiday Giving 2,500

Revitalize Milwaukee

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

Revitalize Milwaukee

840 N Doctor MLK Jr Dr
Suite 600
Milwaukee,WI53203 		NONE PC Gratitude Grant 5,000

Revitalize Milwaukee

840 N Doctor MLK Jr Dr
Suite 600
Milwaukee,WI53203 		NONE PC Healthy Homes for Milwaukee 300,000

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 Financial Education/Literacy 75,000

Riverworks Development Corporation

526 E Concordia Avenue
Milwaukee,WI53212 		NONE PC Gratitude Grant 5,000

Riverworks Development Corporation

526 E Concordia Avenue
Milwaukee,WI53212 		NONE PC NCRC Conference 541

Ronald Reagan Booster Club

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

Rooted & Rising Washington Park

3940 W Lisbon Ave
Milwaukee,WI53208 		NONE PC Gratitude Grant 2,500

Rooted & Rising Washington Park

3940 W Lisbon Ave
Milwaukee,WI53208 		NONE PC General Operations 10,000

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 Gratitude Grant 7,500

Safe & Sound

4422 W Leon Terrace
Milwaukee,WI53216 		NONE PC Empowering Economic Development 75,000

Safe & Sound

4422 W Leon Terrace
Milwaukee,WI53216 		NONE PC Gratitude Grant 5,000

Safe Children Coalition Inc

1500 Independence Blvd
Ste 210
Sarasota,FL34234 		NONE PC General Operations 5,000

Salt River Wild Horse Management Group Inc

PO Box 64264
Phoenix,AZ85082 		NONE PC Holiday Giving 2,500

SecureFutures

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

SecureFutures

710 N Plankinton Ave
Suite 1400
Milwaukee,WI53203 		NONE PC Gratitude Grant 2,500

Serenity Inns

2825 W Brown St
Milwaukee,WI53208 		NONE PC Gratitude Grant 2,500

Serenity Inns

2825 W Brown St
Milwaukee,WI53208 		NONE PC General Operations 25,000

Sinissippi Review

244 N Lake St
Hustisford,WI53034 		NONE PC General Operations 2,000

Smithsonian Institution

P O Box 37012
MRC 035
Washington,DC20013 		NONE PC General Operations 25,000

Social Development Foundation

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

Social Development Foundation

1730 W North Avenue
Milwaukee,WI53205 		NONE PC Gratitude Grant 7,500

Society of St Vincent De Paul

5301 N Atlantic Ave
Cocoa Beach,FL329313790 		NONE PC Holiday Giving 2,500

Sojourner Family Peace Center

619 W Walnut Street
Milwaukee,WI53212 		NONE PC Domestic Violence 181,280

Sojourner Family Peace Center

619 W Walnut Street
Milwaukee,WI53212 		NONE PC Gratitude Grant 7,500

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 Gratitude Grant 5,000

Southside Organizing Committee

1300 S Layton Blvd Floor 2
Milwaukee,WI53215 		NONE PC NCRC Conference 1,087

St Ann Center

2801 E Morgan Ave
Milwaukee,WI53207 		NONE PC Community Ambassador Program 80,000

St John's Lutheran Church

20275 Davidson Road
Brookfield,WI53045 		NONE PC General Operations 10,000

St Mary's Food Bank

2831 N 31st Ave
Phoenix,AZ85009 		NONE PC Holiday Giving 2,500

Street Angels Inc

PO Box 342435
Milwaukee,WI53234 		NONE PC Homeless Outreach 25,000

The Bridge Project

515 Canal St Suite 1C
New York City,NY10013 		NONE PC Milwaukee Cash Transfer Program 1,012,500

The Henry Kapono Foundation

PO Box 22968
Haumea Ho
Honolulu,HI96823 		NONE PC General Operations 2,500

The Leaders Trust

2201 Broadway
Suite 400
Oakland,CA94612 		NONE PC Flexible Leadership Awards 165,000

The Leaders Trust

2201 Broadway
Suite 400
Oakland,CA94612 		NONE PC General Operations 2,500

The Redress Movement

4315 50th Street NW
Suite 100 7477
Washington,DC20016 		NONE PC Milwaukee Redress Movement 45,000

The Redress Movement

4315 50th Street NW
Suite 100 7477
Washington DC,DC20016 		NONE PC NCRC Conference 1,361

The Sherman Park Community Association Inc

3526 W Fond du Lac Avenue
Milwaukee,WI53216 		NONE PC NCRC Conference 631

The Table - Alice's Garden

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

The Table - Alice's Garden

5305 W Capitol Drive
Milwaukee,WI53216 		NONE PC Gratitude Grant 2,500

TransCenter for Youth

1749 N 16th St
Milwaukee,WI53205 		NONE PC Gratitude Grant 2,500

TransCenter for Youth

1749 N 16th St
Milwaukee,WI53205 		NONE PC Newline Community Caf 50,000

United Community Center

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

United Community Center

1028 S 9th St
Milwaukee,WI53204 		NONE PC Gratitude Grant 7,500

United Community Center

1028 S 9th St
Milwaukee,WI53204 		NONE PC Neighborhood Development Program 100,000

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 General Operations 67,641

United Way of Greater Milwaukee & Waukesha County

225 W Vine St
Milwaukee,WI53212 		NONE PC United Way Match 115,707

United Way of Greater Milwaukee & Waukesha County

225 W Vine St
Milwaukee,WI53212 		NONE PC Campaign Year 22,181

UniteWI

1433 N Water St
Suite 400
Milwaukee,WI53202 		NONE PC Gratitude Grant 2,500

Urban Economic Development Association of Wisconsi

1915 N Dr Martin Luther King Jr
Suite 260
Milwaukee,WI53212 		NONE PC Bank On Greater Milwaukee 25,000

Urban Economic Development Association of Wisconsi

1915 N Dr Martin Luther King Jr
Suite 260
Milwaukee,WI53212 		NONE PC Gratitude Grant 2,500

Urban Economic Development Association of Wisconsi

1915 N Dr Martin Luther King Jr
Suite 260
Milwaukee,WI53212 		NONE PC General Operations 80,000

UWM Foundation

1440 East North Avenue
Milwaukee,WI53202 		NONE PC UWM Zilber College of Public Health 3,500,000

UWM Foundation Inc

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

Valiant Air Command Inc

6600 Tico Rd
Titusville,FL327808009 		NONE PC General Operations 2,000

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 Convening 347,500

Village MKE Inc

320 E Buffalo St Suite 600
Milwaukee,WI53202 		NONE PC Growth and Development 25,000

Vince Lombardi Cancer Foundation

PO Box 5010
Elm Grove,WI53122 		NONE PC Holiday Giving 2,500

Violence Intervention Project Inc

1405 Division St
Algoma,WI542011431 		NONE PC General Operations 5,000

Vision to Learn

12100 Wilshire Blvd Suite 1275
Los Angeles,CA90025 		NONE PC Gratitude Grant 2,500

Visiting Nurse Association of Wisconsin Inc

750 W Virginia St PO Box 341880
Milwaukee,WI53204 		NONE PC Gratitude Grant 5,000

Waikiki Health

277 Ohua Avenue
Honolulu,HI96815 		NONE PC Reducing Homelessness 25,000

Walker's Point Youth & Family Center

732 S 21st Street
Milwaukee,WI53202 		NONE PC Gratitude Grant 2,500

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 Gratitude Grant 5,000

Wisconsin Community Services Inc

3732 W Wisconsin Avenue
Suite 320
Milwaukee,WI53208 		NONE PC Gratitude Grant 7,500

Wisconsin Philanthropy Network

790 N Milwaukee Street
Suite 324
Milwaukee,WI53202 		NONE PC Gratitude Grant 2,500

Wisconsin Philanthropy Network

790 N Milwaukee Street
Suite 324
Milwaukee,WI53202 		NONE PC General Operations 35,000

Wisconsin Policy Forum

633 W Wisconsin Avenue
Suite 406
Milwaukee,WI53203 		NONE PC WPF Friday Forums 3,000

Wisconsin Preservation Fund Inc

1000 N Water Street
Suite 2100
Milwaukee,WI53202 		NONE PC Emerging Developers Fund 10,000

Wisconsin Voices

4201 N 27th Street
7th Floor
Milwaukee,WI53216 		NONE PC Gratitude Grant 2,500

Wisconsin Voices

4201 N 27th Street
7th Floor
Milwaukee,WI53216 		NONE PC Voter Engagement 50,000

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 Gratitude Grant 7,500

Wisconsin World Affairs Council

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

Women's Fund of Hawaii

PO Box 438
Honolulu,HI96809 		NONE PC Gratitude Grant 2,500

Women's Fund of Hawaii

PO Box 438
Honolulu,HI96809 		NONE PC General Operations 5,000

YMCA of Metropolitan Milwaukee

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

YMCA of Metropolitan Milwaukee

PO Box 2174
Milwaukee,WI53201 		NONE PC Gratitude Grant 7,500

YWCA of Oahu

1040 RICHARDS STREET
HONOLULU,HI96813 		NONE PC General Operations 54,000

YWCA of Oahu

1040 RICHARDS STREET
HONOLULU,HI96813 		NONE PC Gratitude Grant 7,500

YWCA Southeast Wisconsin

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

YWCA Southeast Wisconsin

1915 N Dr Martin Luther King Juni
Milwaukee,WI53212 		NONE PC Gratitude Grant 5,000
Total .................................right arrow 3a 15,313,280
bApproved for future payment

Capuchin Community Services
930 W State Street
Milwaukee,WI53233 		NONE PC St. Ben's Community Meal 0

Castle Medical Center dba Adventist Health Castle
640 Ulukahiki Street
Kailua,HI96734 		NONE PC Vera Zilber Birth Center Renovation 0

Cathedral Center Inc
710 N Plankinton Avenue
Suite 803
Milwaukee,WI53203 		NONE PC Emergency Shelter for Women and Families 0

Cesar Chavez Drive BID #38
1518 S 32nd Street
Milwaukee,WI53215 		NONE PC General Operations 0

Community Advocates
728 N James Lovell St
Milwaukee,WI53233 		NONE PC Housing Advancement Project 0

Community Development Alliance
3800 W Lisbon Ave
Suite 210
Milwaukee,WI53208 		NONE PC CDA King Park Scattered Sites MKE 0

Community Development Alliance
3800 W Lisbon Ave
Suite 210
Milwaukee,WI53208 		NONE PC General Operations 0

Cross Lutheran Church
1821 N 16th Street
Milwaukee,WI53205 		NONE PC Cross Community Programs 0

Data You Can Use
PO BOX 511700
Milwaukee,WI53203 		NONE PC General Operations 0

Focusing Philanthropy
1637 16th Street
Santa Monica,CA90404 		NONE PC Vision Care Access to Keiki 0

Fondy Food Center
5305 W Capitol Drive
Milwaukee,WI53216 		NONE PC Support Fondy Staff & Mission 0

Funder Hui
5274 Halapepe Street
Honolulu,HI96821 		NONE PC General Operations 0

Greater Milwaukee Foundation
101 W Pleasant Street
Suite 210
Milwaukee,WI53212 		NONE PC Community Connections Small Grants Program 0

Greater Milwaukee Foundation
101 W Pleasant Street
Suite 210
Milwaukee,WI53212 		NONE PC Nonprofit Management Fund 0

Habilitat Inc
45-035 Kuhonu Place
Kaneohe,HI96744 		NONE PC E Ola Hou Ana: Coming Back to Live 0

Hale Kipa
91-2128 Old Fort Weaver Road
Ewa Beach,HI96706 		NONE PC Youth Outreach Program & Services 0

Hawaii Alliance of Nonprofit Organization (HANO)
HANO
1020 South Beretania Street 2nd Fl
Honolulu,HI96814 		NONE PC State of the Nonprofit Sector Report 0

Hawai'i People's Fund
PO Box 4163
Honolulu,HI96812 		NONE PC General Operations 0

JobsWork MKE Inc
PO Box 12360
2821 N Vel R Phillips Ave Suite 30
Milwaukee,WI53212 		NONE PC Transforming Lives Through Careers 0

Journey House
2110 West Scott Street
Milwaukee,WI53204 		NONE PC THRIVE Financial & Bridges Center 0

Journey House
2110 West Scott Street
Milwaukee,WI53204 		NONE PC Capacity/General Operating 0

Latino Entrepreneurial Network Incorporated
530 S 11th Street Suite
300B
Milwaukee,WI53204 		NONE PC B.E.S.T. Hub 0

Layton Boulevard West Neighbors Inc dba VIA CDC
3524 W National Avenue
Milwaukee,WI53215 		NONE PC Home Imrovement Matching 0

Le Jardin Academy
917 Kalanianaole Hwy
Kailua,HI96734 		NONE PC Let's Build on This campaign 0

Legal Action of Wisconsin
633 W Wisconsin Ave
Ste 2000
Milwaukee,WI53203 		NONE PC ZNI Housing Representation 0

Legal Aid Society of Milwaukee
728 N James Lovell St
Fl N
Milwaukee,WI53233 		NONE PC Community Redevelopment Initiative 0

Lindsay Heights NID 12
2240 N 17th Street
Milwaukee,WI53205 		NONE PC Home Repair Program 0

Make-A-Wish Hawaii
900 Fort Street Mall
1200
Honolulu,HI96813 		NONE PC General Operations 0

Mental Health America of Hawaii
1136 Union Mall Suite 208
Honolulu,HI96813 		NONE PC Mental Health Support Programming 0

Meta House
2625 N Weil St
Milwaukee,WI53212 		NONE PC General Operations 0

Metro Milwaukee Mediation Services
PO Box 633
Milwaukee,WI532010633 		NONE PC Housing Mediation Programs 0

Metropolitan Milwaukee Fair Housing Council
759 N Milwaukee Street Suite 500
Milwaukee,WI53202 		NONE PC Fair Lending Program 0

Milwaukee Center for Independence Foundation
2020 W Wells Street
Milwaukee,WI53233 		NONE PC Level Up Training 0

Milwaukee Community Land Trust Ltd
PO Box 510781
Milwaukee,WI532030131 		NONE PC Affordable Homeownership Forever 0

Milwaukee Habitat for Humanity
3726 N Booth Street
Milwaukee,WI53212 		NONE PC Home Construction and Repairs 0

Parents And Children Together
1300 Halona Street
Honolulu,HI96817 		NONE PC Strengthening PACTS Fiscal Capacity 0

Residential Youth Services and Empowerment (RYSE)
PO Box 11662
Honolulu,HI96828 		NONE PC Emergency Shelter & Drop In Services 0

Revitalize Milwaukee
840 N Doctor MLK Jr Dr
Suite 600
Milwaukee,WI53203 		NONE PC Healthy Homes for Milwaukee 0

Safe & Sound
4422 W Leon Terrace
Milwaukee,WI53216 		NONE PC Empowering Economic Development 0

Serenity Inns
2825 W Brown St
Milwaukee,WI53208 		NONE PC General Operations 0

Street Angels Inc
PO Box 342435
Milwaukee,WI53234 		NONE PC Homeless Outreach 0

The Bridge Project
515 Canal St Suite 1C
New York City,NY10013 		NONE PC Milwaukee Cash Transfer Program 0

TransCenter for Youth
1749 N 16th St
Milwaukee,WI53205 		NONE PC Newline Community Caf 0

United Community Center
1028 S 9th St
Milwaukee,WI53204 		NONE PC Neighborhood Development Program 0

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

Urban Economic Development Association of Wisconsi
1915 N Dr Martin Luther King Jr
Suite 260
Milwaukee,WI53212 		NONE PC General Operations 0

UWM Foundation
1440 East North Avenue
Milwaukee,WI53202 		NONE PC UWM Zilber College of Public Health 0

Visiting Nurse Association of Wisconsin Inc
Attn Grant Accountant
750 W Virginia St PO Box 341880
Milwaukee,WI53204 		NONE PC Aurora Zilber Family Hospice 0

Waikiki Health
277 Ohua Avenue
Honolulu,HI96815 		NONE PC Reducing Homelessness 0

Wisconsin Philanthropy Network
790 N Milwaukee Street
Suite 324
Milwaukee,WI53202 		NONE PC General Operations 0

YWCA of Oahu
1040 RICHARDS STREET
HONOLULU,HI96813 		NONE PC General Operations 0
Total ................................. right arrow 3b 21,677,473
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 ........... 		         
4 Dividends and interest from securities ....     14 21,464,253  
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 1,821,206  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 25,501  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   23,310,960  
13Total. Add line 12, columns (b), (d), and (e)..................
13
23,310,960
(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.

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Form 990-PF (2023)
Additional Data


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 82,038     86,667

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TY 2023 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

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TY 2023 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 10,000 Program support of the 2024 World Affairs Seminar held June 22-28, 2024. 10,000 NO 12/29/2023 2023-12-29 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 2023 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 39,025,057 39,025,057

TY 2023 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 80,020,216 80,020,016

TY 2023 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:


147,882
State & Local Government Securities - End of Year Fair Market Value:


147,882


TY 2023 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 262,677,842 262,677,842

TY 2023 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 598     598


TY 2023 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 2023 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 37,790 0 0 37,790
SOFTWARE CONTRACTS 17,160 0 0 17,160
INSURANCE 7,927 0 0 7,927
OFFICE 5,272 0 0 4,037
POSTAGE & MESSENGER 1,079 0 0 1,079
PROMOTIONAL MATERIAL 0 0 0 1,100
MISCELLANEOUS EXPENSES 906 0 0 800


TY 2023 OtherIncomeSchedule2
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION RECEIPT 25,501 25,501 0
TOWNE REALTY CO.   144,602 0
WEST-HILL DEKALB LIMITED PARTNERSHIP   21,577 0
PROSHARES ULTRASHORT EURO   -3,569 0
WELLINGTON TRUST COMPANY   -546 0


TY 2023 OtherIncreasesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Amount
CHANGE IN REAL ESTATE & OTHER INVESTMENT 24,208,366
UNREALIZED GAIN ON MARKETABLE SECURITIES 9,532,023


TY 2023 OtherLiabilitiesSchedule
Name:
Joseph and Vera Zilber Family Foundation Inc
EIN:
39-2076346
Description Beginning of Year - Book Value End of Year - Book Value
OTHER 63,737 160,816


TY 2023 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 442,894 506,631 0  
PROGRAM EVALUATIONS 328,035   0 288,351
APPRAISALS 26,574 26,574 0  


TY 2023 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 280,502   0 0


TY 2023 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 75,000
JJZ FAMILY INVESTMENTS 710 N Plankinton Ave Suite 1200
Milwaukee,WI53203 		39-1895680 CASH DISTRIBUTION 189
TOWNE REALTY CO 710 N Plankinton Ave Suite 1200
Milwaukee,WI53203 		39-6106777 CASH DISTRIBUTION 87,600
ZILBER LTD 710 N Plankinton Ave Suite 1200
Milwaukee,WI53203 		39-1472959 DIVIDEND RECEIVED 17,987,414
Total     18,150,203