OSCAR RENNEBOHM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR RENNEBOHM FOUNDATION (EIN 39-6039252)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-24
- IRS object ID
- 202331449349100723
- Schema version
- 2022v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-24T11:06:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-23 | 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 | 2022 | 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 | $59,077,328 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $954,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $954,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,587,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,336,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,587,167 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,956 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $16,956 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,558,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,541,651 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,956 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $254,752 | 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 | $155,802 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,081 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,534 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,547 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,894 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $38,315 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,223 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $288,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,509 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,693 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101,424 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $13,647 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,866 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $796,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $292,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,805,358 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,805,358 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,602,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $292,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,106,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,249,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,956 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,090,694 | CashBOYAmt |
| Cash EOY | $293,151 | CashEOYAmt |
| Cash EOYFMV | $293,151 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,824,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,446,336 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,446,336 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,250,966 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,303,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,684,493 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,562,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,808,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,998,819 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $369,889 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,529 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $654,529 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,099,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,505,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,077,328 | 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 | $40,281,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,688,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,099,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,505,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,099,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,505,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,099,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $449,786 | OtherIncreasesAmt |
| Subtotal | $46,505,504 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,505,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - US BANK | $10,545,313 | $7,780,302 | $2,765,011 | $2,765,011 |
| PUBLICLY TRADED SECURITIES - BMO | $1,716,806 | $1,911,525 | -$194,719 | -$194,719 |
| USBANCORP | $74,596 | $57,721 | $16,875 | $16,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,587,167 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,587,167 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,170 | 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 | $40,510 | OverpaymentAmt |
| Applied To ES Tax | $40,510 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | PRESIDENT | 35.00 | $174,585 | $0 | $0 |
| GARY L SCHAEFER | ||||||||
| 3028 STAMFORD PLACE | FITCHBURG | WI | 53711 | VICE PRESIDENT | 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 | ASSISTANT SECRETARY | 3.00 | $10,000 | $0 | $0 |
| KIM M SPONEM | ||||||||
| 298 SOUTH GRANGE | COTTAGE GROVE | WI | 53527 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| NOBEL L WRAY | ||||||||
| 5209 KEVINS WAY | MADISON | WI | 53714 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| JENNIFER L JEFFRESS | ||||||||
| 526 WOODSIDE TERRACE | MADISON | WI | 53711 | VICE PRESIDENT | 3.00 | $20,167 | $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 (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 | $154,490 |
| BMO HARRIS BANK NA | |||||
| 7801 MINERAL POINT RD | MADISON | WI | 53717 | AGENCY FEES & INVESTMENT SERVICES | $77,120 |
| 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 | $62,275,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $614,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,890,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,890,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $943,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,946,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,097,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,097,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,170 | TotalTaxAmt |
| Distributable Before Adj | $3,052,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,052,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,052,164 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,106,451 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,106,451 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,052,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $6,136 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,106,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,052,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,287 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,423 | 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 | $60,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,136 | ExcessFromYear3Amt |
| Excess From Current Year | $54,287 | 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 (19 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 | $200,000 |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | N/A | PC | EDUCATION | $100,000 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER RD | MADISON | WI | 53713 | N/A | PC | EDUCATION | $200,000 | |
| DANE WORKFORCE HOUSING FUND LLC | ||||||||
| 550 W WASHINGTON AVENUE | MADISON | WI | 53703 | N/A | PC | HOUSING | $295,358 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | N/A | NC | EDUCATION | $125,000 | |
| MIRACLE LEAGUE OF DANE COUNTY | ||||||||
| 105 N HIGH POINT ROAD | MADISON | WI | 53717 | N/A | PC | COMMUNITY | $30,000 | |
| RISE COMMUNITY PARTNERSHIP | ||||||||
| 1334 DEWEY COURT | MADISON | WI | 53703 | N/A | PC | MENTAL HEALTH | $75,000 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | CAREER DEVELOPMENT | $500,000 | |
| UW MADISON NURSING | ||||||||
| 701 HIGHLAND AVE | MADISON | WI | 53705 | N/A | PC | EDUCATION | $175,000 | |
| UW ODYSSEY | ||||||||
| 2238 S PARK STREET | MADISON | WI | 53713 | N/A | PC | EDUCATION | $100,000 | |
| ROAD HOME DANE COUNTY | ||||||||
| 890 W WINRA DR | MADISON | WI | 53715 | N/A | PC | EDUCATION | $15,000 | |
| CLIMB | ||||||||
| 6666 ODANA ROAD 221 | MADISON | WI | 53719 | N/A | PC | EDUCATION | $40,000 | |
| EAST MADISON NEIGHBOR HOOD CENTER | ||||||||
| 8 STRAUBEL CT | MADISON | WI | 53704 | N/A | PC | EDUCATION | $50,000 | |
| THE PLAYING FIELD | ||||||||
| 3910 MINERAL POINT ROAD | MADISON | WI | 53705 | N/A | PC | CHILD CARE | $50,000 | |
| AGRACE - ADULT DAY CARE CENTER | ||||||||
| 1702 W BELTLINE HWY | MADISON | WI | 53713 | N/A | PC | HEATLH CARE | $75,000 | |
| LATINO ACADEMY | ||||||||
| 2909 LANDMARK PL SUITE 203 | MADISON | WI | 53713 | N/A | PC | EMPLOYMENT | $100,000 | |
| UW SCHOOL OF HUMAN ECOLOGY | ||||||||
| 1300 LINDEN DR | MADISON | WI | 53706 | N/A | PC | EDUCATION | $100,000 | |
| CENTER FOR BLACK EXCELLENCE | ||||||||
| 716 LANGDON ST | MADISON | WI | 53706 | N/A | PC | CULTURAL | $200,000 | |
| MCKENZIE REGIONAL WORKFORCE CENTER | ||||||||
| 1819 ABERG AVE D | MADISON | WI | 53704 | N/A | PC | EDUCATION | $375,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,805,358 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $954,484 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,587,167 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Unrelated Business Taxbl Incm | $16,956 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,956 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,541,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,558,607 | 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 | $15,000 | $0 | $0 | $15,000 |
| ACCOUNTING FEES | $5,223 | $0 | $0 | $5,223 |
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 | $2,303,243 | EOYBookValueAmt |
| EOYFMV | $2,684,493 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| U.S. BANK N.A. - COMMON STOCKS AND MUTUAL FUNDS | AT COST | $27,203,469 | $40,284,433 |
| BMO HARRIS BANK N.A. - BONDS | AT COST | $11,469,509 | $10,594,059 |
| SHEPHERD INVESTMENTS INTERNATIONAL, LTD | AT COST | $3,629 | $3,629 |
| BMO MUTUAL FUNDS FIXED INCOME II | AT COST | $131,638 | $116,698 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,894 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,315 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT - DANE WORKFORCE HOUSING FUND | Desc |
| BOY Book Value | $369,889 | BOYBookValueAmt |
| EOY Book Value | $654,529 | EOYBookValueAmt |
| EOYFMV | $654,529 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE & INTERNET | $845 | $0 | $0 | $845 |
| OFFICE EXPENSES | $3,628 | $0 | $0 | $3,628 |
| MISCELLANEOUS | $3,393 | $0 | $0 | $3,393 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $16,956 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $16,956 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PROGRAM RELATED INVESTMENT - DWHF - CY | $295,358 |
| ACCRUAL TO COST BASIS ADJ | $154,428 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AGENCY FEES AND INVESTMENT MANAGEMENT SERVICES | $231,509 | $231,509 | $0 | $0 |
| PROFIT SHARING PLAN ADMINISTRATION | $7,952 | $0 | $0 | $7,952 |
| WEB DESIGN & CONSULTING | $1,091 | $0 | $0 | $1,091 |
| MANAGEMENT AND PROFESSIONAL FEES - DWHF, LLC | $10,718 | $0 | $0 | $10,718 |
| PROFESSIONAL FEES | $36,000 | $0 | $0 | $28,800 |
| OTHER FEES | $593 | $0 | $0 | $593 |
| IT AND DATA ENTRY CONSULTING | $101 | $0 | $0 | $101 |
| MEETING EXPENSES | $438 | $0 | $0 | $438 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $87,777 | $0 | $0 | $0 |
| PAYROLL TAXES | $13,647 | $0 | $0 | $13,647 |
Comments