OSCAR RENNEBOHM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR RENNEBOHM FOUNDATION (EIN 39-6039252)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-17
- IRS object ID
- 202431699349100638
- Schema version
- 2023v5.1
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-17T16:31:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | JEFFRESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRSTEN HOUGHTON | PreparerPersonNm |
| PTIN | P01273230 | PTIN |
| Phone | 6088318181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,799,242 | 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 | $1,268,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,268,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,055,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,256,421 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,055,795 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,751 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,751 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,330,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,323,847 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,751 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,879 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $187,790 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,507 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,158 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,528 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,528 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $259,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $235,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,191 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,751 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,122 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $664,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $235,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,536,443 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,536,443 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,201,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $235,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,793,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,088,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,751 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293,151 | CashBOYAmt |
| Cash EOY | $112,770 | CashEOYAmt |
| Cash EOYFMV | $112,770 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,446,336 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,735,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,735,066 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,303,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,264,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,856,597 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $38,808,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,266,394 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,158,102 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $654,529 | OtherAssetsBOYAmt |
| Other Assets EOY | $908,508 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $936,707 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,505,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,287,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,799,242 | 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 | $40,688,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,469,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,505,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,287,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,505,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,287,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,505,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,634,974 | SubtotalAmt |
| Other Decreases | $347,555 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,287,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - US BANK | P | $2,491,398 | $580,206 | $1,911,192 | $1,911,192 |
| PUBLICLY TRADED SECURITIES - BMO | P | $5,765,023 | $5,620,420 | $144,603 | $144,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,055,795 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,055,795 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,924 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,924 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,680 | 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 | $85,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,756 | OverpaymentAmt |
| Applied To ES Tax | $42,756 | 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 | FORMER PRESIDENT/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 | CHAIR | 10.00 | $12,500 | $0 | $0 |
| KIM M SPONEM | ||||||||
| 298 SOUTH GRANGE | COTTAGE GROVE | WI | 53527 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| NOBLE L WRAY | ||||||||
| 5209 KEVINS WAY | MADISON | WI | 53714 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| JENNIFER L JEFFRESS | ||||||||
| 526 WOODSIDE TERRACE | MADISON | WI | 53711 | PRESIDENT | 40.00 | $169,379 | $8,500 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US BANK NA | |||||
| ONE SOUTH PICKNEY ST | MADISON | WI | 53703 | AGENCY FEES & INVESTMENT SERVICES | $153,286 |
| BMO HARRIS BANK NA | |||||
| 7801 MINERAL POINT RD | MADISON | WI | 53717 | AGENCY FEES & INVESTMENT SERVICES | $82,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM RELATED INVESTMENT IN DANE WORKFORCE HOUSING FUND, LLC | Description1Txt |
| Expenses1 | $282,178 | Expenses1Amt |
| Total | $282,178 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,152,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,290,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,290,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $934,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,355,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,067,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,067,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,924 | TotalTaxAmt |
| Distributable Before Adj | $3,024,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,024,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,024,873 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,793,232 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $282,178 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,075,410 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,024,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,136 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $54,287 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,075,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,024,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,537 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,960 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,136 | ExcessFromYear4Amt |
| Excess From Year1 | $54,287 | ExcessFromYear1Amt |
| Excess From Current Year | $50,537 | ExcessFromCurrentYearAmt |
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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY HEALTH CENTERS | ||||||||
| 2901 WEST BELTLINE HIGHWAY SUITE | 201 | MADISON | WI | 53713 | N/A | PC | MEDICAL | $100,000 |
| BOYS & GIRLS CLUB OF DANE COUNTY | ||||||||
| 1818 W BELTLINE HIGHWAY | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $125,000 | |
| BRAIRPATCH YOUTH SERVICES | ||||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $50,000 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER ROAD | MADISON | WI | 53713 | N/A | PC | EDUCATION | $250,000 | |
| COMMUNITY SUPPORT NETWORK | ||||||||
| 1191 SHERMAN AVENUE | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $10,000 | |
| DOMESTIC ABUSE INTERVENTION SERVICES | ||||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $35,150 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | N/A | NC | EDUCATION | $100,000 | |
| GILDA'S CLUB | ||||||||
| 7907 UW HEALTH COURT | MIDDLETON | WI | 53562 | N/A | PC | MENTAL HEALTH | $25,000 | |
| JOURNEY MENTAL HEALTH CENTER | ||||||||
| 25 KESSEL COURT SUITE 105 | MADISON | WI | 53711 | N/A | PC | MENTAL HEALTH | $50,000 | |
| LITERACY NETWORK | ||||||||
| 701 DANE STREET | MADISON | WI | 53713 | N/A | PC | EDUCATION | $100,000 | |
| LOGAN JAMES HERR FOUNDATION DBA LOGANS HEART AND SMILES | ||||||||
| PO BOX 259881 | MADISON | WI | 53725 | N/A | PC | CAPACITY BUILDING | $50,000 | |
| MADISON AREA COMMUNITY LAND TRUST CORP | ||||||||
| 1501 WILLIAMSON STREET | MADISON | WI | 53703 | N/A | PC | COMMUNITY | $50,000 | |
| MADISON CHILDREN'S MUSEUM | ||||||||
| 100 N HAMILTON STREET | MADISON | WI | 53703 | N/A | PC | COMMUNITY | $150,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON STREET SUITE 203A | MADISON | WI | 53740 | N/A | PC | EDUCATION | $110,000 | |
| MADISON POLICE DEPARTMENT | ||||||||
| 211 S CARROLL STREET | MADISON | WI | 53703 | N/A | PC | TRAINING | $40,000 | |
| NEWBRIDGE MADISON | ||||||||
| 1625 NORTHPORT DRIVE 125 | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $86,293 | |
| OMEGA SCHOOL | ||||||||
| 835 W BADGER ROAD | MADISON | WI | 53713 | N/A | PC | EDUCATION | $75,000 | |
| SIMPSON STREET FREE PRESS | ||||||||
| PO BOX 6307 | MONONA | WI | 53716 | N/A | PC | EDUCATION | $30,000 | |
| SOLACE FRIENDS INC | ||||||||
| 4142 MONONA DRIVE | MADISON | WI | 53716 | N/A | PC | CAPACITY BUILDING | $100,000 | |
| TELLURIAN BEHAVIORAL HEALTH | ||||||||
| 1053 WILLIAMSON STREET | MADISON | WI | 53703 | N/A | PC | COUNSELING | $100,000 | |
| THE HMONG INSTITUTE | ||||||||
| 4402 FEMRITE DRIVE | MADISON | WI | 53716 | N/A | PC | EDUCATION | $75,000 | |
| UNIDOS WI | ||||||||
| 2005 BELTLINE HIGHWAY 102 | MADISON | WI | 53713 | N/A | PC | ADVOCACY | $50,000 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | CAREER DEVELOPMENT | $100,000 | |
| UW ODYSSEY | ||||||||
| 2238 S PARK STREET | MADISON | WI | 53713 | N/A | PC | EDUCATION | $100,000 | |
| UW SCHOOL OF HUMAN ECOLOGY | ||||||||
| 1300 LINDEN DRIVE | MADISON | WI | 53706 | N/A | PC | CHILD DEVELOPMENT | $200,000 | |
| UW SCHOOL OF NURSING - WORKFORCE INITIATIVE | ||||||||
| 701 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | EDUCATION | $250,000 | |
| YWCA MADISON | ||||||||
| 101 E MIFFLIN STREET | MADISON | WI | 53703 | N/A | PC | CAPACITY BUILDING | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,536,443 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE LAKE POINT WAUNONA NEIGHBORHOOD CENTER | |||||||
| 1917 LAKE POINT DRIVE | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $100,000 |
| CENTRO HISPANO CAPITAL CAMPAIGN | |||||||
| 810 W BADGER ROAD | MADISON | WI | 53713 | N/A | PC | CAPACITY BUILDING | $150,000 |
| EDGEWOOD COLLEGE | |||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | N/A | PC | EDUCATION | $75,000 |
| JOURNEY MENTAL HEALTH CENTER | |||||||
| 25 KESSEL COURT SUITE 105 | MADISON | WI | 53711 | N/A | PC | MENTAL HEALTH | $50,000 |
| MADISON COLLEGE FOUNDATION | |||||||
| 3591 ANDERSON STREET SUITE 203A | MADISON | WI | 53740 | N/A | PC | EDUCATION | $110,000 |
| RISE - RESPITE CENTER | |||||||
| 2120 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | HEALTH | $150,000 |
| SIMPSON STREET FREE PRESS | |||||||
| PO BOX 6307 | MONONA | WI | 53716 | N/A | PC | JOURNALISM | $30,000 |
| TELLURIAN BEHAVIORAL HEALTH | |||||||
| 1053 WILLIAMSON STREET | MADISON | WI | 53703 | N/A | PC | MENTAL HEALTH | $100,000 |
| THE CENTER FOR BLACK EXCELLENCE AND CULTURE | |||||||
| PO BOX 259042 | MADISON | WI | 53725 | N/A | PC | COMMUNITY | $300,000 |
| UW-MADISON SCHOOL OF PHARMACY (RENNEBOHM LECTURE) | |||||||
| 777 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | MEDICAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,085,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,268,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,055,795 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION FROM PROGRAM RELATED INVESTMENT - DWHF, LLC | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,330,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,330,598 | TotalIncomeProducingActyAmt |
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 | $15,113 | $0 | $0 | $15,113 |
| ACCOUNTING FEES | $13,415 | $0 | $0 | $13,415 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BMO HARRIS BANK N.A. - STOCKS | StockNm |
| EOY Book Value | $2,264,681 | EOYBookValueAmt |
| EOYFMV | $2,856,597 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| U.S. BANK N.A. - COMMON STOCKS AND MUTUAL FUNDS | AT COST | $27,152,018 | $46,473,336 |
| BMO HARRIS BANK N.A. - BONDS | AT COST | $12,110,747 | $11,680,987 |
| SHEPHERD INVESTMENTS INTERNATIONAL, LTD | AT COST | $3,629 | $3,779 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,505 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $654,529 | BOYBookValueAmt |
| EOY Book Value | $908,508 | EOYBookValueAmt |
| EOYFMV | $936,707 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PROGRAM RELATED INVESTMENT PAYMENT-DANE WORKFORCE HOUSING FUND, LLC (DWHF) | $282,178 |
| DWHF, LLC 2023 FORM K-1, REPORTED INCOME AND EXPENSE, NET | $39,970 |
| DWHF PRIOR YEAR BOOK TO TAX ADJUSTMENT | $25,407 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE & INTERNET | $1,044 | $0 | $0 | $0 |
| OFFICE EXPENSES | $10,935 | $0 | $0 | $0 |
| MISCELLANEOUS | $9,323 | $0 | $0 | $0 |
| INSURANCE | $4,646 | $0 | $0 | $0 |
| TRAVEL | $1,828 | $0 | $0 | $0 |
| BOARD CONSULTING | $12,129 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION FROM PROGRAM RELATED INVESTMENT - DWHF, LLC | Desc |
| Revenue And Expenses Per Books | $6,751 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,751 | AdjustedNetIncomeAmt |
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 | $235,765 | $235,765 | $0 | $0 |
| PROFIT SHARING PLAN ADMINISTRATION | $11,164 | $0 | $0 | $0 |
| WEB DESIGN & CONSULTING | $4,488 | $0 | $0 | $4,488 |
| TRAINING | $5,467 | $0 | $0 | $980 |
| IT AND DATA ENTRY CONSULTING | $1,003 | $0 | $0 | $0 |
| MEETING EXPENSES | $1,723 | $0 | $0 | $1,723 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $50,282 | $0 | $0 | $0 |
| PAYROLL TAXES | $13,469 | $0 | $0 | $12,122 |
Comments