2025-04-16T14:36:24-07:00 2024-12-31 391771341 DIVERSIFIED MANAGEMENT INC 330 E KILBOURN AVE STE 1475 MILWAUKEE WI 53202 990PF 2024-01-01 396687485 Weiss Family Foundation WEIS 4142248441 2462 N Prospect Ave 202 Milwaukee WI 53211 Richard L Weiss Trustee 2025-04-16 true true Michael P Schmidt P00348027 4142921900 2024 2025-03-06 01:10:19Z X 2105682 X X 229 229 229 39223 39223 39223 147618 224578 147618 187070 187070 39452 2000 3375 125 550 5925 125 0 240500 240500 246425 125 240500 -59355 186945 39452 166973 108561 108561 1911080 1997121 1997121 2078053 2105682 2105682 0 X 3231219 3231219 -1153166 -1125537 2078053 2105682 2078053 2105682 2078053 -59355 86984 2105682 2105682 Schwab L/T - Covered P 2001-01-01 2024-12-31 148403 62400 86003 86003 Schwab LT - Noncovered P 2001-01-01 2024-12-31 42487 14560 27927 27927 Shepherd Select Asset Ltd P 2002-04-01 2024-11-19 1008 1008 1008 Capital Gain Dividends 32680 147618 2599 2599 2599 2400 2400 199 0 false false false false false false false true true true false false false false true www.weissfamilyfoundation.com Richard L Weiss 4142248441 2462 N Prospect Ave 202 Milwaukee WI 53211 true VI false false false false false false false false false false false false false false false false false false false false false Richard L Weiss 4230 N Oakland Ave Box 145 Shorewood WI 53211 Trustee 0.00 0 Barbara B Weiss 4230 N Oakland Ave Box 145 Shorewood WI 53211 Trustee 0.00 0 Laura Putnam 4230 N Oakland Ave Box 145 Shorewood WI 53211 Trustee 0.00 0 Aaron Weiss 4230 N Oakland Ave Box 145 Shorewood WI 53211 Trustee 0.00 0 Jennifer Weiss 4230 N Oakland Ave Box 145 Shorewood WI 53211 Trustee 0.00 0 NONE NONE 2107159 49663 0 2156822 0 2156822 32352 2124470 106224 106224 2599 2599 103625 103625 103625 240500 240500 103625 78099 144852 50557 103925 127357 504790 240500 0 103625 136875 641665 0 78099 563566 144852 50557 103925 127357 136875 Richard L Weiss Barbara B Weiss Weiss Family Foundation 4230 N Oakland Ave Box 145 Shorewood WI 53211 4142703565 weissfamilyfoundation@gmail.com Typed including cover letter indicating requested amount and purpose of grant, organization overview, program description, organization's budget, board of directors, and proof of status under IRC Section 501(c)(3). Refer to www.weissfamilyfoundation.com for schedule. Refer to www.weissfamilyfoundation.com for guidelines. Big Brothers Big Sisters 8415 W Greenfield Ave Milwaukee WI 53214 Support 10000 Neighborhood House of Milwaukee 2819 W Richardson Place Milwaukee WI 53208 Support 5000 Girl Scouts of Wisconsin Southeast 131 S 69th St Milwaukee WI 53214 Support 2500 United Community Center 1028 S 9th St Milwaukee WI 53204 Support 15000 Hope House of Milwaukee 209 W Orchard Milwaukee WI 53204 Support 5000 Next Door Foundation 2545 North 29th Street Milwaukee WI 53210 Support 15000 St Marcus School 2215 North Palmer Street Milwaukee WI 53212 Support 7500 Silver Spring Neighborhood Center 5460 North 64th Street Milwaukee WI 53218 Support 5000 Philippine Cultural Civic Center Fd 535 N 27th St Milwaukee WI 53208 Support 3000 Penfield Children's Center 833 N 26th Street Milwaukee WI 53233 Support 10000 Hunger Task Force 201 S Hawley Court Milwaukee WI 53214 Support 5000 College Possible 1555 N Rivercenter Drive Ste 211 Milwaukee WI 53212 Support 6000 Sharp Literacy 5775 N Glen Park Road 202 Milwaukee WI 53209 Support 5000 Habitat for Humanity - Milwaukee 3726 N Booth Street Milwaukee WI 53212 Support 5000 La Causa PO Box 4188 Milwaukee WI 53204 Support 8000 Urban Ecology Center 1500 E Park Place Milwaukee WI 53211 Support 5000 Sojourner Foundation 619 W Walnut Street Milwaukee WI 53212 Support 5000 Friedens Community Ministries 1220 W Vliet St Milwaukee WI 53205 Support 2500 Playworks Milwaukee 3600 W Pierce St 3 Milwaukee WI 53215 Support 5000 New Creatures in Christ Outreach Mi 2328 W Capitol Dr Milwaukee WI 53209 Support 2500 Milwaukee Jobs Work 2821 Vel R Phillips Ave Ste 300 Milwaukee WI 53212 Support 3000 Betty Brinn Children's Musuem 929 E Wisconsin Ave Milwaukee WI 53202 Support 5000 Journey House Cntr for Fam Learn Yo 2110 West Scott St Milwaukee WI 53204 Support 7500 MKE Urban Stables 143 E Lincoln Ave Milwaukee WI 53207 Support 5000 Artists Working in Education 4315 W Vliet St Milwaukee WI 53206 Support 2500 Milwaukee Muslim Women's Coalition 5235 S 27th St Greenfield WI 53221 Support 5000 Milwaukee Youth Symphony Orchestra 325 W Walnut St Milwaukee WI 53212 Support 3000 Wisconsin Policy Forum 633 W Wisconsin Ave 406 Milwaukee WI 53203 Support 5000 Safe Sound 4422 W Leon Terrace Milwaukee WI 53216 Support 5000 Milwaukee Parks Foundation 1531 W Vilet St Milwaukee WI 53205 Support 10000 CORE el Centro 130 W Bruce St 300 Milwaukee WI 53204 Support 5000 Dominican Center 2470 W Locust St Milwaukee WI 53206 Support 5000 Arts Large 1100 South 5th St Milwaukee WI 53204 Support 5000 MKE Bar AssociationMKE Justice Cent 747 N Broadway Milwaukee WI 53202 Support 10000 Project Kindred PO Box 511131 Milwaukee WI 53203 Support 2500 I Have A Dream Foundation 2000 W Kilbourn Ave Milwaukee WI 53233 Support 5000 Milwaukee Film 1037 W McKinley Ave 200 Milwaukee WI 53205 Support 10000 Milwaukee Public Museum 800 W Wells St Milwaukee WI 53233 Support 10000 Walker's Point Youth and Family Cen 1123 N Water St Ste 400 Milwaukee WI 53202 Support 5000 REDgen 4230 N Oakland Ave 152 Shorewood WI 53211 Support 5000 240500 14 229 14 39223 18 147618 187070 187070 false false false false false false false false false false Financial Planning & Mgmt 2000 0 0 0 Shepherd Investment Int'l Ltd A Shepherd Select Asset 2511 2511 Charles Schwab Individual Stocks 995277 995277 Charles Schwab Stock ETFs 289040 289040 Charles Schwab Stock Mutual Funds 710293 710293 Administrative Support 550 Mark to Market Adjustment 86984 Excise Tax 3250 Foreign Tax Paid - Charles Schwab 125 125