OSCAR RENNEBOHM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR RENNEBOHM FOUNDATION (EIN 39-6039252)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-01
- IRS object ID
- 202621529349100707
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-01T08:43:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396039252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OSCAR RENNEBOHM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSCA | BusinessNameControlTxt |
| Phone | 6084924282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5187 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER JEFFRESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6084924282 | PhoneNum |
| Signature | 2026-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRSTEN HOUGHTON | PreparerPersonNm |
| PTIN | P01273230 | PTIN |
| Phone | 6088318181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,410,820 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,541,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,541,526 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,541,526 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,412,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,873,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,412,055 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,953,581 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,953,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,541,526 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $255,356 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $63,839 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,517 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,588 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,147 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,441 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $600 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $256,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,389 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,039 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $155,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,511 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,535 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,962 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $757,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $332,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $283,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,153,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,153,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,911,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $332,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,437,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,042,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,620,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,541,526 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $238,464 | CashBOYAmt |
| Cash EOY | $243,823 | CashEOYAmt |
| Cash EOYFMV | $243,823 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,474,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,886,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,886,284 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,395,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,437,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,120,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,087,003 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,677,770 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,216,535 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,629 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,363 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $908,567 | OtherAssetsBOYAmt |
| Other Assets EOY | $924,071 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $936,707 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,105,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,170,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,410,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,817,460 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,817,460 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,287,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,353,390 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,105,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,170,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,105,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,170,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,105,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,042,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,380 | OtherIncreasesAmt |
| Subtotal | $49,178,066 | SubtotalAmt |
| Other Decreases | $7,216 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,170,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US BANK - PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,873,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,461,445 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,412,055 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,412,055 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,412,055 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,412,055 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,452 | OverpaymentAmt |
| Applied To ES Tax | $10,452 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RENNEBOHMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JENNIFER JEFFRESS | IndividualWithBooksNm |
| Phone | 6084924282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5187 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN F SKOLASKI | ||||||||
| 5106 CONEY WESTON PLACE | MADISON | WI | 53711 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| GARY L SCHAEFER | ||||||||
| 3028 STAMFORD PLACE | FITCHBURG | WI | 53711 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| CURTIS F HASTINGS | ||||||||
| 3636 LAKE MENDOTA DRIVE | MADISON | WI | 53705 | SECRETARY | 3.00 | $10,000 | $0 | $0 |
| GARY J WOLTER | ||||||||
| 2628 WAUNONA WAY | MADISON | WI | 53713 | TREASURER | 3.00 | $10,000 | $0 | $0 |
| MARY W GULBRANDSEN | ||||||||
| 1506 WOOD LANE | MADISON | WI | 53705 | DIRECTOR | 10.00 | $10,000 | $0 | $0 |
| MARGARET PRESTIGIACOMO | ||||||||
| 933 WINDING WAY | MIDDLETON | WI | 53562 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| NOBLE L WRAY | ||||||||
| 5209 KEVINS WAY | MADISON | WI | 53714 | CHAIR | 3.00 | $12,500 | $0 | $0 |
| JENNIFER L JEFFRESS | ||||||||
| 526 WOODSIDE TERRACE | MADISON | WI | 53711 | PRESIDENT | 40.00 | $182,856 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH PICKNEY ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENCY FEES & INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $228,813 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,840,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,352,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,192,980 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,192,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,097,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,095,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,604,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,604,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,228 | TotalTaxAmt |
| Distributable Before Adj | $3,540,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $76,371 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,616,897 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,616,897 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,437,098 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,437,098 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,616,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $54,287 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,537 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,610 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $167,434 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,437,098 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,437,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $167,434 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $167,434 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,365 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER JEFFRESS PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5187 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6084924282 | RecipientPhoneNum |
| Form And Info And Materials | A ONE PAGE LETTER DESCRIBING THE PROJECT AND SCOPE CAN BE MAILED TO THE ADDRESS SHOWN OR A GRANT APPLICATION CAN BE SUBMITTED ONLINE AT WWW.RENNEBOHMFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO OPERATING 509(A)(1) AND 509(A)(2) ORGANIZATIONS OPERATING IN, AND FOR PROJECTS BENEFITING, THE GREATER MADISON COMMUNITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH | ||||||||
| 2901 WEST BELTLINE HIGHWAY SUITE | 201 | MADISON | WI | 53713 | N/A | PC | HEALTH | $100,000 |
| AGEBETTER | ||||||||
| 6209 MINERAL POINT ROAD | MADISON | WI | 53705 | N/A | PC | COMMUNITY | $75,000 | |
| ANESIS THERAPY | ||||||||
| 815 FORWARD DRIVE | MADISON | WI | 53711 | N/A | PC | HEALTH | $5,000 | |
| BAYVIEW COMMUNITY CENTER | ||||||||
| 103 LA MARIPOSA LANE | MADISON | WI | 53715 | N/A | PC | COMMUNITY | $40,000 | |
| BRAIRPATCH YOUTH SERVICES | ||||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | N/A | PC | HEALTH | $100,000 | |
| CATHOLIC CHARITIES DIOCESE OF MADISON | ||||||||
| 702 S HIGH POINT ROAD | MADISON | WI | 53719 | N/A | PC | COMMUNITY | $75,000 | |
| CENTER FOR BLACK EXCELLENCE AND CULTURE | ||||||||
| 671 W BADGER ROAD | MADISON | WI | 53713 | N/A | NC | COMMUNITY | $300,000 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER ROAD | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $135,000 | |
| COMBAT BLINDNESS | ||||||||
| PO BOX 5332 | MADISON | WI | 53705 | N/A | PC | HEALTH | $150,000 | |
| DANE COUNTY PARKS | ||||||||
| 5201 FEN OAK DRIVE ROOM 208 | MADISON | WI | 53718 | N/A | PC | HEALTH | $10,000 | |
| DOMESTIC ABUSE INTERVENTION SERVICES | ||||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $55,000 | |
| EASTMORLAND COMMUNITY CENTER | ||||||||
| 3565 TULANE AVENUE | MADISON | WI | 53714 | N/A | PC | COMMUNITY | $85,000 | |
| FIRST CONGREGATIONAL CHURCH - PRISON MINISTRY PROJECT | ||||||||
| 1609 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PC | COMMUNITY | $20,000 | |
| FOCUSED INTERRUPTION | ||||||||
| 2820 WALTON COMMONS SUITE 136 | MADISON | WI | 53718 | N/A | PC | COMMUNITY | $4,000 | |
| FOUNDATION FOR BLACK WOMEN'S WELLNESS INC | ||||||||
| 6601 GRAND TETON PLAZA A2 | MADISON | WI | 53719 | N/A | PC | HEALTH $40,000/COMMUNITY $40,000 | $80,000 | |
| GOOD SHEPHERD FOOD PANTRY | ||||||||
| 5701 RAYMON ROAD | MADISON | WI | 53711 | N/A | PC | COMMUNITY | $25,000 | |
| HMONG INSITUTE | ||||||||
| 4402 FEMRITE DRIVE | MADISON | WI | 53716 | N/A | PC | COMMUNITY | $100,000 | |
| JOURNEY MENTAL HEALTH CENTER | ||||||||
| 25 KESSEL COURT SUITE 105 | MADISON | WI | 53711 | N/A | PC | HEALTH | $10,000 | |
| JUMP IN FOUNDATION INC DBA MIRACLE LEAGUE OF DANE COUNTY | ||||||||
| 105 NORTH HIGH POINT ROAD | MADISON | WI | 53717 | N/A | PC | COMMUNITY | $50,000 | |
| JUSTDANE INC | ||||||||
| 128 E OLIN AVENUE SUITE 202 | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $75,000 | |
| KENNEDY HEIGHTS COMMUNITY CENTER | ||||||||
| 199 KENNEDY HEIGHTS | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $30,000 | |
| LATINO ACADEMY OF WORKFORCE DEVELOPMENT | ||||||||
| 2909 LANDMARK PLACE SUITE 203 | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $100,000 | |
| MADISON AREA FOOD PANTRY GARDENS | ||||||||
| PO BOX 5116 | MADISON | WI | 53705 | N/A | PC | COMMUNITY | $50,000 | |
| MADISON PARKS FOUNDATION | ||||||||
| 330 LAKESIDE STREET | MADISON | WI | 53715 | N/A | PC | HEALTH | $4,000 | |
| MADISON PUBLIC LIBRARY | ||||||||
| 201 W MIFLIN STREET | MADISON | WI | 53703 | N/A | PC | EDUCATION | $300,000 | |
| MTZ CHARITABLE ORGANIZATION | ||||||||
| PO BOX 259933 | MADISON | WI | 53728 | N/A | NC | COMMUNITY | $125,100 | |
| PORCHLIGHT INC | ||||||||
| 306 N BROOKS STREET | MADISON | WI | 53715 | N/A | PC | COMMUNITY | $20,000 | |
| RISE WISCONSIN | ||||||||
| 2120 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $75,000 | |
| THE SALVATION ARMY OF DANE COUNTY | ||||||||
| 630 E WASHINGTON AVENUE | MADISON | WI | 53703 | N/A | PC | HEALTH | $25,000 | |
| UNIVERSITY OF WISCONSIN - PRISON EDUCATION INITIATIVE | ||||||||
| 21 N PARK STREET | MADISON | WI | 53715 | N/A | PC | EDUCATION | $120,000 | |
| UNIVERSITY OF WISCONSIN SCHOOL OF NURSING | ||||||||
| 701 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | EDUCATION | $125,000 | |
| UNIVERSITY OF WISCONSIN WREN SOMPH | ||||||||
| UW SCHOOL OF HEALTH | MADISON | WI | 53705 | N/A | PC | EDUCATION | $200,000 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $100,000 | |
| UW MADISON SCHOOL OF EDUCATION | ||||||||
| 1000 BASCOM MALL | MADISON | WI | 53714 | N/A | PC | HEALTH | $191,790 | |
| UW-MADISON SCHOOL OF MEDICINE AND PUBLIC HEALTH ALZHEIMER'S BIOMARKER LAB | ||||||||
| 701 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | HEALTH | $100,000 | |
| VERA COURT NEIGHBORHOOD CENTER | ||||||||
| 614 VERA COURT | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $10,000 | |
| YMCA OF DANE COUNTY | ||||||||
| 711 COTTAGE GROVE ROAD | MADISON | WI | 53716 | N/A | PC | HEALTH | $83,333 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,153,223 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYVIEW COMMUNITY CENTER | |||||||
| 103 LA MARIPOSA LANE | MADISON | WI | 53715 | N/A | PC | COMMUNITY | $40,000 |
| CENTRO HISPANO CAMINOS | |||||||
| 810 W BADGER ROAD | MADISON | WI | 53713 | N/A | PC | CAPACITY BUILDING | $135,000 |
| CITY OF MADISON SENIOR CENTER | |||||||
| 330 WEST MIFFLIN STREET | MADISON | WI | 53703 | N/A | PC | COMMUNITY | $656,509 |
| DOMESTIC ABUSE INTERVENTION SERVICES | |||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $55,000 |
| EASTMORLAND COMMUNITY CENTER | |||||||
| 3565 TULANE AVENUE | MADISON | WI | 53714 | N/A | PC | COMMUNITY | $160,000 |
| THE SALVATION ARMY OF DANE COUNTY | |||||||
| 3030 DARBO DRIVE | MADISON | WI | 53714 | N/A | PC | COMMUNITY | $250,000 |
| UNIVERSITY OF WISCONSIN - PRISON EDUCATION INITIATIVE | |||||||
| 21 N PARK STREET | MADISON | WI | 53715 | N/A | PC | EDUCATION | $120,000 |
| UNIVERSITY OF WISCONSIN WREN SOMPH | |||||||
| UW SCHOOL OF HEALTH | MADISON | WI | 53705 | N/A | PC | HEALTH | $200,000 |
| UW MADISON SCHOOL OF EDUCATION | |||||||
| 1000 BASCOM MALL | MADISON | WI | 53706 | N/A | PC | CHILD DEVELOPMENT | $250,000 |
| YMCA OF DANE COUNTY | |||||||
| 711 COTTAGE GROVE ROAD | MADISON | WI | 53716 | N/A | PC | COMMUNITY | $166,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,033,176 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,541,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,412,055 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,541,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,412,055 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,953,581 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INCOME FROM GAIN ON SALE OF INVESTMENTS WHICH PROVIDES PROCEEDS TO BE USED FOR DISTRIBUTIONS TO 501(C)(3) ENTITIES IN THE LOCAL COMMUNITY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDIT | $16,750 | $4,000 | $0 | $12,750 |
| ACCOUNTING FEES | $12,825 | $0 | $0 | $12,825 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US BANK N.A. - BONDS | BondNm |
| EOY Book Value | $14,677,770 | EOYBookValueAmt |
| EOYFMV | $12,216,535 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | U.S. BANK N.A. - COMMON STOCKS AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $26,437,273 | EOYBookValueAmt |
| EOYFMV | $57,120,108 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SHEPHERD INVESTMENTS INTERNATIONAL, LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,629 | BookValueAmt |
| EOYFMV | $7,363 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $600 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT - DANE WORKFORCE HOUSING FUND, LLC | Desc |
| BOY Book Value | $908,567 | BOYBookValueAmt |
| EOY Book Value | $924,071 | EOYBookValueAmt |
| EOYFMV | $936,707 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DWHF PROGRAM RELATED INVESTMENT-BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $7,216 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE & INTERNET | $1,052 | $947 | $0 | $105 |
| OFFICE EXPENSES | $10,683 | $9,614 | $0 | $1,069 |
| MISCELLANEOUS | $602 | $0 | $0 | $602 |
| INSURANCE | $7,492 | $6,743 | $0 | $749 |
| TRAVEL | $1,969 | $0 | $0 | $1,969 |
| BOARD MTG EXPENSE | $2,954 | $2,658 | $0 | $296 |
| STATE REGISTRATION FEE | $25 | $0 | $0 | $25 |
| COMMUNITY EDUCATIONAL PROGRAMMING | $4,815 | $0 | $0 | $4,815 |
| NONPROFIT EVENT SUPPORT | $2,538 | $0 | $0 | $2,538 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DWHF PROGRAM RELATED INVESTMENT-DISTRIBUTION BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $30,380 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AGENCY FEES AND INVESTMENT MANAGEMENT SERVICES | $234,389 | $234,389 | $0 | $0 |
| PROFIT SHARING PLAN ADMINISTRATION | $9,106 | $0 | $0 | $9,106 |
| WEB DESIGN & CONSULTING | $1,500 | $0 | $0 | $1,500 |
| PROFESSIONAL DEVELOPMENT | $7,961 | $0 | $0 | $7,961 |
| IT AND DATA ENTRY CONSULTING | $1,830 | $0 | $0 | $1,830 |
| MEETING EXPENSES | $1,642 | $0 | $0 | $1,642 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $141,174 | $0 | $0 | $0 |
| PAYROLL TAXES | $14,046 | $3,511 | $0 | $10,535 |
Comments