2023-05-24T11:06:56-05:00 2022-12-31 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990PF 2022-01-01 396039252 THE OSCAR RENNEBOHM FOUNDATION INC OSCA 6084924282 PO BOX 5187 MADISON WI 53705 JENNIFER JEFFRESS PRESIDENT 6084924282 2023-05-23 1 JENNIFER JEFFRESS 999009999 0 KIRSTEN HOUGHTON P01273230 6088318181 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 59077328 X X 954484 954484 2587167 12336715 2587167 16956 0 16956 3558607 3541651 16956 254752 0 0 155802 6000 0 0 6000 70081 60534 0 9547 47894 0 0 38315 20223 0 0 20223 288402 231509 0 49693 101424 0 0 13647 7866 0 0 7866 796642 292043 0 301093 2805358 2805358 3602000 292043 0 3106451 -43393 3249608 16956 1090694 293151 293151 5824933 4446336 4446336 2250966 2303243 2684493 36562629 38808245 50998819 369889 654529 654529 46099111 46505504 59077328 0 0 X 5817460 5817460 0 0 40281651 40688044 46099111 46505504 46099111 46505504 46099111 -43393 449786 46505504 0 46505504 PUBLICLY TRADED SECURITIES - US BANK 10545313 7780302 2765011 2765011 PUBLICLY TRADED SECURITIES - BMO 1716806 1911525 -194719 -194719 USBANCORP 74596 57721 16875 16875 2587167 2587167 45170 0 45170 0 45170 85680 0 0 0 85680 0 40510 40510 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.RENNEBOHMFOUNDATION.ORG JENNIFER JEFFRESS 6084924282 PO BOX 5187 MADISON WI 53705 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN F SKOLASKI 5106 CONEY WESTON PLACE MADISON WI 53711 PRESIDENT 35.00 174585 0 0 GARY L SCHAEFER 3028 STAMFORD PLACE FITCHBURG WI 53711 VICE PRESIDENT 3.00 10000 0 0 CURTIS F HASTINGS 3636 LAKE MENDOTA DRIVE MADISON WI 53705 SECRETARY 3.00 10000 0 0 GARY J WOLTER 2628 WAUNONA WAY MADISON WI 53713 TREASURER 3.00 10000 0 0 MARY W GULBRANDSEN 1506 WOOD LANE MADISON WI 53705 ASSISTANT SECRETARY 3.00 10000 0 0 KIM M SPONEM 298 SOUTH GRANGE COTTAGE GROVE WI 53527 DIRECTOR 3.00 10000 0 0 NOBEL L WRAY 5209 KEVINS WAY MADISON WI 53714 DIRECTOR 3.00 10000 0 0 JENNIFER L JEFFRESS 526 WOODSIDE TERRACE MADISON WI 53711 VICE PRESIDENT 3.00 20167 0 0 NONE 0 US BANK NA ONE SOUTH PICKNEY ST MADISON WI 53703 AGENCY FEES & INVESTMENT SERVICES 154490 BMO HARRIS BANK NA 7801 MINERAL POINT RD MADISON WI 53717 AGENCY FEES & INVESTMENT SERVICES 77120 0 0 62275209 614823 0 62890032 0 0 62890032 943350 61946682 3097334 3097334 45170 45170 3052164 0 3052164 0 3052164 3106451 0 3106451 3052164 0 0 6136 6136 3106451 0 0 0 3052164 54287 0 0 60423 0 0 0 0 0 0 0 60423 6136 54287 JENNIFER JEFFRESS PRESIDENT PO BOX 5187 MADISON WI 53705 6084924282 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. NONE. THE FOUNDATION MAKES GRANTS TO OPERATING 509(A)(1) AND 509(A)(2) ORGANIZATIONS OPERATING IN, AND FOR PROJECTS BENEFITING, THE GREATER MADISON COMMUNITY. ACCESS COMMUNITY HEALTH CENTERS 2901 WEST BELTLINE HIGHWAY SUITE 201 MADISON WI 53713 N/A PC MEDICAL 200000 BIG BROTHERS BIG SISTERS 2059 ATWOOD AVE MADISON WI 53704 N/A PC EDUCATION 100000 CENTRO HISPANO OF DANE COUNTY 810 W BADGER RD MADISON WI 53713 N/A PC EDUCATION 200000 DANE WORKFORCE HOUSING FUND LLC 550 W WASHINGTON AVENUE MADISON WI 53703 N/A PC HOUSING 295358 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DR MADISON WI 53711 N/A NC EDUCATION 125000 MIRACLE LEAGUE OF DANE COUNTY 105 N HIGH POINT ROAD MADISON WI 53717 N/A PC COMMUNITY 30000 RISE COMMUNITY PARTNERSHIP 1334 DEWEY COURT MADISON WI 53703 N/A PC MENTAL HEALTH 75000 URBAN LEAGUE OF GREATER MADISON 2222 S PARK ST SUITE 200 MADISON WI 53713 N/A PC CAREER DEVELOPMENT 500000 UW MADISON NURSING 701 HIGHLAND AVE MADISON WI 53705 N/A PC EDUCATION 175000 UW ODYSSEY 2238 S PARK STREET MADISON WI 53713 N/A PC EDUCATION 100000 ROAD HOME DANE COUNTY 890 W WINRA DR MADISON WI 53715 N/A PC EDUCATION 15000 CLIMB 6666 ODANA ROAD 221 MADISON WI 53719 N/A PC EDUCATION 40000 EAST MADISON NEIGHBOR HOOD CENTER 8 STRAUBEL CT MADISON WI 53704 N/A PC EDUCATION 50000 THE PLAYING FIELD 3910 MINERAL POINT ROAD MADISON WI 53705 N/A PC CHILD CARE 50000 AGRACE - ADULT DAY CARE CENTER 1702 W BELTLINE HWY MADISON WI 53713 N/A PC HEATLH CARE 75000 LATINO ACADEMY 2909 LANDMARK PL SUITE 203 MADISON WI 53713 N/A PC EMPLOYMENT 100000 UW SCHOOL OF HUMAN ECOLOGY 1300 LINDEN DR MADISON WI 53706 N/A PC EDUCATION 100000 CENTER FOR BLACK EXCELLENCE 716 LANGDON ST MADISON WI 53706 N/A PC CULTURAL 200000 MCKENZIE REGIONAL WORKFORCE CENTER 1819 ABERG AVE D MADISON WI 53704 N/A PC EDUCATION 375000 2805358 0 14 954484 18 2587167 MISCELLANEOUS INCOME 16956 16956 3541651 0 3558607 0 0 0 0 0 0 0 0 0 0 AUDIT 15000 0 0 15000 ACCOUNTING FEES 5223 0 0 5223 BMO HARRIS BANK N.A. - STOCKS 2303243 2684493 U.S. BANK N.A. - COMMON STOCKS AND MUTUAL FUNDS AT COST 27203469 40284433 BMO HARRIS BANK N.A. - BONDS AT COST 11469509 10594059 SHEPHERD INVESTMENTS INTERNATIONAL, LTD AT COST 3629 3629 BMO MUTUAL FUNDS FIXED INCOME II AT COST 131638 116698 LEGAL FEES 47894 0 0 38315 PROGRAM RELATED INVESTMENT - DANE WORKFORCE HOUSING FUND 369889 654529 654529 TELEPHONE & INTERNET 845 0 0 845 OFFICE EXPENSES 3628 0 0 3628 MISCELLANEOUS 3393 0 0 3393 MISCELLANEOUS INCOME 16956 16956 PROGRAM RELATED INVESTMENT - DWHF - CY 295358 ACCRUAL TO COST BASIS ADJ 154428 AGENCY FEES AND INVESTMENT MANAGEMENT SERVICES 231509 231509 0 0 PROFIT SHARING PLAN ADMINISTRATION 7952 0 0 7952 WEB DESIGN & CONSULTING 1091 0 0 1091 MANAGEMENT AND PROFESSIONAL FEES - DWHF, LLC 10718 0 0 10718 PROFESSIONAL FEES 36000 0 0 28800 OTHER FEES 593 0 0 593 IT AND DATA ENTRY CONSULTING 101 0 0 101 MEETING EXPENSES 438 0 0 438 FEDERAL EXCISE TAXES 87777 0 0 0 PAYROLL TAXES 13647 0 0 13647