2024-11-15T14:24:24-08:00 2023-12-31 454119992 GOOSSEN & SCHULTZ CPAS LLP 5215 N IRONWOOD RD SUITE 102 GLENDALE WI 53217 990PF 2023-01-01 391098690 THE LUBAR FAMILY FOUNDATION INC LUBA 4142919000 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 DAVID J LUBAR Director 2024-11-15 true true DAVID SCHULTZ P00024315 4149632900 X 2023 2024-10-15 13:58:12Z X 52274742 X 684000 313362 313362 961445 961445 -614922 1521893 1126407 561 561 1344446 2401775 28994 28994 58927 927 71073 71073 158994 100994 0 4457546 4457546 4616540 100994 4457546 -3272094 2300781 148133 150835 150835 6461 1379224 1597275 1454639 1454639 46592362 50669268 50669268 49723455 52274742 52274742 860 860 X 49723455 52273882 49723455 52273882 49723455 52274742 49723455 -3272094 5822521 52273882 52273882 FLOW THROUGH FROM LCPEF, LLC - ST P 2023-01-01 2023-01-01 8918 8918 8918 FLOW THROUGH FROM LCBF, LLC - LT P 2000-01-01 2023-01-01 375696 -375696 -375696 FLOW THROUGH FROM LCPEF, LLC - LT P 2000-01-01 2023-01-01 15125 -15125 -15125 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-01-01 10452 10452 10452 PUBLICLY TRADED SECURITIES P 2020-01-01 2023-01-01 4665 -4665 -4665 PUBLICLY TRADED SECURITIES P 2020-01-01 2023-01-01 1488518 1488518 1488518 Capital Gain Dividends 14005 1126407 31981 31981 31981 54042 54042 X 287 21774 21774 false false false false false false false true true WI true false false false false true N/A DAVID J LUBAR 4142919000 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 false false false false false false false false false false false false false false false false true false false true false false false false MARIANNE S LUBAR 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 President 1.00 0 SHELDON B LUBAR 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 Chairman 2.00 0 DAVID M BAUER 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 Treasurer 2.00 0 DAVID J LUBAR 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 Secretary 1.00 0 JEAN ELLEN TRUBSHAW 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 Vice President 1.00 0 NONE NONE 6274830 296088 45020140 51591058 0 51591058 773866 50817192 2540860 2540860 31981 31981 2508879 2508879 2508879 4457546 4457546 2508879 4457546 0 2508879 1948667 1948667 0 1948667 1948667 MARIANNE S LUBAR SHELDON B LUBAR DAVID J LUBAR X AMERICAN JEWISH JOINT DISTRIB COMMI 220 E 42ND STREET NEW YORK NY 10017 PC Jewish Related 60000 CONGREGATION SINAI 8223 N PORT WASHINGTON RD MILWAUKEE WI 53217 PC Jewish Related 104923 HEILICHER MINNEAPOLIS JEWISH DAY SC 4330 CEDAR LAKE ROAD S MINNEAPOLIS MN 55416 PC Jewish Related 15000 JEWISH FAMILY CHILDREN'S SVCS OF MI 5905 GOLDEN VALLEY ROAD GOLDEN VALLEY MN 55422 PC Jewish Related 30000 JEWISH MUSEUM MILWAUKEE 1360 N PROSPECT AVENUE MILWAUKEE WI 53202 PC Jewish Related 10000 MILWAUKEE JEWISH FEDERATION 1360 N PROSPECT AVENUE MILWAUKEE WI 53202 PC Jewish Related 1000000 MINNEAPOLIS JEWISH FEDERATION 4330 CEDAR LAKE ROAD S MINNEAPOLIS MN 55416 PC Jewish Related 1000000 BADGER INSTITUTE 700 W VIRGINIA STREET 301 MILWAUKEE WI 53204 PC Arts, Culture, and the Outdoors 7500 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DRIVE MILWAUKEE WI 53202 PC Arts, Culture, and the Outdoors 171500 MILWAUKEE FILM 1037 W MCKINLEY AVE 200 MILWAUKEE WI 53205 PC Arts, Culture, and the Outdoors 80000 MILWAUKEE PUBLIC MUSEUM 800 W WELLS STREET MILWAUKEE WI 53233 PC Arts, Culture, and the Outdoors 5000 MILWAUKEE REPERTORY THEATRE 108 E WELLS STREET MILWAUKEE WI 53202 PC Arts, Culture, and the Outdoors 564000 UPAF 301 W WISCONSIN AVE 600 MILWAUKEE WI 53203 PC Arts, Culture, and the Outdoors 40000 WI CENTER FOR INVESTIGATIVE JOURNAL 821 UNIVERSITY AVENUE MADISON WI 53706 PC Arts, Culture, and the Outdoors 10000 WUWM FRIENDS PO BOX 88890 MILWAUKEE WI 53288 PC Arts, Culture, and the Outdoors 5000 ACTS HOUSING 2414 W VLIET STREET MILWAUKEE WI 53205 PC Community, Health, and Welfare 50000 GROWING MINDS INC 833 E MICHIGAN ST MILWAUKEE WI 53202 POF Community, Health, and Welfare 120000 JUNIOR ACHIEVEMENT OF WISCONSIN 11111 W LIBERTY DR MILWAUKEE WI 53224 PC Community, Health, and Welfare 10000 MEDICAL COLLEGE OF WISCONSIN 8701 W WATERTOWN PLANK RD MILWAUKEE WI 53226 PC Community, Health, and Welfare 5000 PLANNED PARENTHOOD OF MINNESOTA 1200 LAGOON AVE MINNEAPOLIS MN 55408 PC Community, Health, and Welfare 59090 PLANNED PARENTHOOD OF WISCONSIN 2207 W WISCONSIN AVE MILWAUKEE WI 53233 PC Community, Health, and Welfare 25000 UNITED WAY OF GREATER MILW WAUKESHA 225 W VINE ST MILWAUKEE WI 53212 PC Community, Health, and Welfare 563200 ALL-IN MILWAUKEE 135 W WELLS ST MILWAUKEE WI 53203 PC Education 15000 MILWAUKEE INSTITUTE OF ART DESIGN 273 E ERIE ST MILWAUKEE WI 53202 PC Education 33000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 PC Education 20000 UNIVERSITY SCHOOL OF MILWAUKEE 2100 W FAIRY CHASM RD RIVER HILLS WI 53217 PC Education 5000 JEWISH COMMUNITY RELATIONS-MN DAKOT 4430 CEDAR LAKE RD S SAINT LOUIS PARK MN 55416 PC Jewish Related 15000 HILLEL THE FOUNDATION 1521 UNIVERSITY AVE SE MINNEAPOLIS MN 55414 PC Jewish Related 10000 MINNESOTA JEWISH COMMUNITY CENTER F 1375 SAINT PAUL AVE SAINT PAUL MN 55116 PC Jewish Related 50000 RADIO MILWAUKEE INC 220 E PITTSBURGH AVENUE MILWAUKEE WI 53204 PC Arts, Culture, and the Outdoors 5000 THE ASPEN INSTITUTE 2300 N STREET SUITE 700 WASHINGTON DC 20037 PC Arts, Culture, and the Outdoors 10000 FIX THE SYSTEM - WISCONSIN INC PO BOX 620406 MIDDLETON WI 53562 PC Arts, Culture, and the Outdoors 25000 LAW FORWARD INC 222 W WASHINGTON AVE STE 250 MADISON WI 53703 PC Arts, Culture, and the Outdoors 250000 NEXT ACT THEATRE INC PO BOX 394 MILWAUKEE WI 53201 PC Arts, Culture, and the Outdoors 10000 HUNGER TASK FORCE INC 5000 WEST ELECTRIC AVENUE WEST MILWAUKEE WI 53219 PC Community, Health, and Welfare 5000 PLAYERS PHILANTHROPY FUND 1122 KENILWORTH DR STE 201 TOWSON MD 21204 PC Community, Health, and Welfare 10000 TOGETHER WISCONSIN INC 1314 S 1ST S 221 MILWAUKEE WI 53204 PC Community, Health, and Welfare 1000 BOWDOIN COLLEGE 4100 COLLEGE STATION BRUNSWICK ME 04011 PC Education 15000 COLLEGE POSSIBLE 755 PRIOR AVE N SUITE 210 ST PAUL MN 55104 PC Education 10000 ST AUGUSTINE PREPARATORY ACADEMY 2607 SOUTH 5TH STREET MILWAUKEE WI 53207 PC Education 33333 4457546 14 313362 14 961445 14 561 18 -614922 660446 660446 false false false false false false false false false false X X 1 SHELDON B LUBAR 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 342000 X 2 MARIANNE S LUBAR 833 E MICHIGAN ST 1500 MILWAUKEE WI 53202 342000 X LUBAR CHARITABLE BOND FUND LLC 22682058 25435143 25435143 LUBAR CHARITABLE PUBLIC EQUITY FUND LLC 20247281 20942167 20942167 NICHOLAS FUNDS 3163023 3791958 3791958 STATE OF ISRAEL BONDS 500000 500000 500000 ASSET MANAGEMENT FEES 3577 3577 PORTFOLIO DEDUCTIONS 67496 67496 Other Investment Income 561 561 PROFESSIONAL FEES 28994 28994 0 0 FEDERAL INCOME TAXES 58000 FOREIGN TAXES PAID 927 927