REIMAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349100937
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T09:29:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841218748 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hexagon Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 West Wisconsin Avenue Suite 200 | AddressLine1Txt |
| City | Pewaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53072 | 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 | 391570264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reiman Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIM | BusinessNameControlTxt |
| Phone | 2626964455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 W WI Ave Suite 200 | AddressLine1Txt |
| City | Pewaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Troy G Hildebrandt | PersonNm |
| Person Title | Director of Tax and Technology | PersonTitleTxt |
| Phone | 2626964455 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Troy | PersonFirstNm |
| Person Last | Hildebrandt | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | Troy G Hildebrandt | PreparerPersonNm |
| PTIN | P00612067 | PTIN |
| Phone | 2626964455 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
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 | $79,891,462 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $640,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $640,225 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $640,225 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$1,632,830 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,996,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,428,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,996,746 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $512,491 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $512,491 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $512,491 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,521,982 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $704,473 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,521,982 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,271,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,341,444 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,674,698 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,077,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,842,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,540,506 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,077,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,842,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,540,506 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,201,822 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,201,822 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,278,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,842,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,540,506 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,202,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $992,561 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,499,294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,134,192 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,581,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $456,522 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $456,522 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $70,877,027 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,434,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,434,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $76,458,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,891,462 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,891,462 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,000,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,500,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $174,285,914 | CapitalStockBOYAmt |
| Capital Stock EOY | $174,285,914 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$100,827,322 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$96,894,452 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,458,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,391,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,458,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,891,462 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,458,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $992,561 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,940,309 | OtherIncreasesAmt |
| Subtotal | $77,391,462 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,391,462 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Short Term Gain From Boulder Ventures VIII LP | P | 2022-01-01 | 2022-12-31 | $30,020 | $30,020 | $30,020 | |
| Short Term Gain From Edison Partners VIII LP | P | 2022-01-01 | 2022-12-31 | $9,668 | $9,668 | $9,668 | |
| Short Term Gain From Firstmark Capital of III LP | P | 2022-01-01 | 2022-12-31 | $361 | $361 | $361 | |
| Short Term Gain From FP Permian Holdings LLC | P | 2022-01-01 | 2022-12-31 | $796 | $796 | $796 | |
| Short Term Gain Form Kayne Partners Fund IV (QP)LP | P | 2022-01-01 | 2022-12-31 | $9,515 | $9,515 | $9,515 | |
| Short Term Loss from Longitude Venture Partners III LP | P | 2022-01-01 | 2022-12-31 | -$562 | -$562 | $562 | |
| Short Term Gain Form Longitude Venture Partners IV LP | P | 2022-01-01 | 2022-12-31 | $23,377 | $23,377 | $23,377 | |
| Short Term Gain from Monroe Capital Private Credity fund II., | P | 2022-01-01 | 2022-12-31 | $93 | $93 | $93 | |
| Short Term Loss From Monroe Capital Private Credit Fund III LP | P | 2022-01-01 | 2022-12-31 | -$145 | -$145 | $145 | |
| Short Term Gain NGP Natural Resources XI | P | 2022-01-01 | 2022-12-31 | $872 | $872 | $872 | |
| Short Term Gain from Structural Capital III LP | P | 2022-01-01 | 2022-12-31 | $12,271 | $12,271 | $12,271 | |
| Short Term Gain From Telegraph Hill IV LP | P | 2022-01-01 | 2022-12-31 | $3,182 | $3,182 | $3,182 | |
| 515.000 shs 89Bio Inc | P | 2019-06-25 | 2022-01-31 | $3,200 | -$42 | -$42 | $3,242 |
| 464.000 shs Sierra Oncology Inc | P | 2022-01-27 | 2022-05-19 | $25,347 | $19,198 | $19,198 | $6,149 |
| 1407.000 shs Sierra Oncology Inc | P | 2019-11-07 | 2022-05-19 | $76,862 | $58,218 | $58,218 | $18,644 |
| 3.000 shs Sierra Oncology Inc | P | 2022-05-17 | 2022-05-20 | $164 | $0 | $0 | $164 |
| Long Term Gain from Asean China Investment Fund US III | P | 2021-01-01 | 2022-12-31 | $5,057 | $5,057 | $5,057 | |
| Long Term Loss from Asean China Investment Fund IV | P | 2021-01-01 | 2022-12-31 | -$13,985 | -$13,985 | $13,985 | |
| Long Term Gain from Boulder Ventures VI | P | 2021-01-01 | 2022-12-31 | $141,943 | $141,943 | $141,943 | |
| Long Term Gain From Camcor Energy Fund VII B LP | P | 2021-01-01 | 2022-12-31 | $239,798 | $239,798 | $239,798 | |
| Long Term Gain from Colorado Impact Fund I LP | P | 2021-01-01 | 2022-12-31 | $38,621 | $38,621 | $38,621 | |
| Long Term Gain from Edison Partners VIII LP | P | 2021-01-01 | 2022-12-31 | $39,624 | $39,624 | $39,624 | |
| Long Term Gain from Edison Partners IX | P | 2021-01-01 | 2022-12-31 | $3,265 | $3,265 | $3,265 | |
| Long Term Loss from Farallon Capital Institutional Partners LP | P | 2021-01-01 | 2022-12-31 | -$4,456 | -$4,456 | $4,456 | |
| Long Term Gain Firstmark Capital II LP | P | 2021-01-01 | 2022-12-31 | $3,834 | $3,834 | $3,834 | |
| Long Term Loss Firstmark Capital III LP | P | 2021-01-01 | 2022-12-31 | -$14,138 | -$14,138 | $14,138 | |
| Long Term Gain Firstmark Capital V LP | P | 2021-01-01 | 2022-12-31 | $9,035 | $9,035 | $9,035 | |
| Long Term Loss FFC Partners II LP | P | 2021-01-01 | 2022-12-31 | -$21,048 | -$21,048 | $21,048 | |
| Long Term Loss Harbert Credit Solutions Fund IV | P | 2021-01-01 | 2022-12-31 | -$4,790 | -$4,790 | $4,790 | |
| Long Term Loss Harbert Growth Partners IV LP | P | 2021-01-01 | 2022-12-31 | -$28,804 | -$28,804 | $28,804 | |
| Long Term Gain IDG Ventures SF LP | P | 2021-01-01 | 2022-12-31 | $4,821 | $4,821 | $4,821 | |
| Long Term Gain Kayne Anderson Real Estate Partners IV | P | 2021-01-01 | 2022-12-31 | $1,011 | $1,011 | $1,011 | |
| Long Term Gain Kayne Partners Fund IV (QP) LP | P | 2021-01-01 | 2022-12-31 | $114,942 | $114,942 | $114,942 | |
| Long Term Gain Longitude Venture Partners III LP | P | 2021-01-01 | 2022-12-31 | $35,155 | $35,155 | $35,155 | |
| Long Term Gain Longitude Ventur Partner IV LP | P | 2021-01-01 | 2022-12-31 | $59,882 | $59,882 | $59,882 | |
| Long Term Loss Longpoint Mineral LLC | P | 2021-01-01 | 2022-12-31 | -$188,700 | -$188,700 | $188,700 | |
| Long Term Gain Madryn Health Partners LP | P | 2021-01-01 | 2022-12-31 | $7,920 | $7,920 | $7,920 | |
| Long Term Loss Monroe Capital Private Credit Fund II LP | P | 2021-01-01 | 2022-12-31 | -$2,885 | -$2,885 | $2,885 | |
| Long Term Gain Monroe Capital Private Credit Fund III | P | 2021-01-01 | 2022-12-31 | $1,910 | $1,910 | $1,910 | |
| Long Term Loss Monroe Capital Senior Secured Direct Ln Fd | P | 2021-01-01 | 2022-12-31 | -$95,496 | -$95,496 | $95,496 | |
| Long Term Gain Mountaingate Capital Fund I LP | P | 2021-01-01 | 2022-12-31 | $19 | $19 | $19 | |
| Long Term Gain NGP Natural Resources X | P | 2021-01-01 | 2022-12-31 | -$596 | -$596 | $596 | |
| Long Term Gain NGP Natural Resources XI | P | 2021-01-01 | 2022-12-31 | $126 | $126 | $126 | |
| Long Term Gain Peloton Equity I LP | P | 2021-01-01 | 2022-12-31 | $55,235 | $55,235 | $55,235 | |
| Long Term Loss Phoenix Asia Real Estate Investment VI | P | 2021-01-01 | 2022-12-31 | $34,605 | $34,605 | $34,605 | |
| Long Term Gain Riverside Strategic Capital Fund I A LP | P | 2021-01-01 | 2022-12-31 | -$1,451 | -$1,451 | $1,451 | |
| Long Term Gain Royalton Capital Investors II | P | 2021-01-01 | 2022-12-31 | $69 | $69 | $69 | |
| Long Term Gain Section Capital IV | P | 2021-01-01 | 2022-12-31 | $3,310 | $3,310 | $3,310 | |
| Long Term Gain Structural Capital II | P | 2021-01-01 | 2022-12-31 | $990 | $990 | $990 | |
| Long Term Loss Structural Capital III | P | 2021-01-01 | 2022-12-31 | -$984 | -$984 | $984 | |
| Long Term Loss Telegraph Hill Partners II | P | 2021-01-01 | 2022-12-31 | -$1,420 | -$1,420 | $1,420 | |
| Long Term Gain Telegraph Hill Partners III | P | 2021-01-01 | 2022-12-31 | $210 | $210 | $210 | |
| Long Term Gain Telegraph Hill Partners IV | P | 2021-01-01 | 2022-12-31 | $149,442 | $149,442 | $149,442 | |
| Long Term Loss Telegraph Hill Partners II | P | 2021-01-01 | 2022-12-31 | -$568 | -$568 | $568 | |
| Long Term Gain FourPoint Holding LLC | P | 2021-01-01 | 2022-12-31 | $35,542 | $35,542 | $35,542 | |
| Long Term Loss Freg Woodside Glenn Associates | P | 2021-01-01 | 2022-12-31 | -$20,336 | -$20,336 | $20,336 | |
| Long Term Gain Pouschine Cook Capital Partners II | P | 2021-01-01 | 2022-12-31 | $26,736 | $26,736 | $26,736 | |
| Long Term Gain RP Campus Edge | P | 2021-01-01 | 2022-12-31 | $8,661 | $8,661 | $8,661 | |
| Long Term Gain Northwest Refining Class A | P | 2021-01-01 | 2022-12-31 | $1,866 | $1,866 | $1,866 | |
| 1231 Founders Properties Income Fund II LLLP | P | 2021-01-01 | 2022-12-31 | $256,856 | $256,856 | $256,856 | |
| 1231 Fourpoint Holdings LLC | P | 2021-01-01 | 2022-12-31 | -$158 | -$158 | $158 | |
| 1231 Gain Freg Colony Woods Associates LLC | P | 2021-01-01 | 2022-12-31 | $1,201,063 | $1,201,063 | $1,201,063 | |
| 1231 Gain Freg Woodside Glenn Associates | P | 2021-01-01 | 2022-12-31 | $1,185,186 | $1,185,186 | $1,185,186 | |
| 1231 Loss Frontrange Co GP Property Fund LP | P | 2021-01-01 | 2022-12-31 | -$895 | -$895 | $895 | |
| 1231 Loss Meritage Investors Smartsky | P | 2021-01-01 | 2022-12-31 | -$2 | -$2 | $2 | |
| 1231 Loss Meritage Investors | P | 2021-01-01 | 2022-12-31 | -$2,516 | -$2,516 | $2,516 | |
| 1231 Gain MLG Private Fund IV | P | 2021-01-01 | 2022-12-31 | $39,744 | $39,744 | $39,744 | |
| 1231 Gain MLG PF Toro Portfolio Co Investor LLC | P | 2021-01-01 | 2022-12-31 | $145,922 | $145,922 | $145,922 | |
| 1231 Gain Monroe Capital Private Credit Fund II | P | 2021-01-01 | 2022-12-31 | $20,598 | $20,598 | $20,598 | |
| 1231 Gain Monroe Capital Private Credit Fund III | P | 2021-01-01 | 2022-12-31 | $13,238 | $13,238 | $13,238 | |
| 1231 Gain NGP Natural Resources X | P | 2021-01-01 | 2022-12-31 | $235 | $235 | $235 | |
| 1231 Gain NGP Natural Resources XI | P | 2021-01-01 | 2022-12-31 | $37,931 | $37,931 | $37,931 | |
| 1231 Gain Seneca Capital Income Real Estate Fund I | P | 2021-01-01 | 2022-12-31 | $297,613 | $297,613 | $297,613 | |
| Long Term Gain Frontrange Co-GP Property Fund LP | P | 2021-01-01 | 2022-12-31 | $4,575 | $4,575 | $4,575 | |
| 1231 Gain GMB Mezzanine PArtners LP | P | 2021-01-01 | 2022-12-31 | $1 | $1 | $1 | |
| Long Term Gain Unbridled Resources LLC | P | 2021-01-01 | 2022-12-31 | $1 | $1 | $1 | |
| Long Term Gain FourPoint Holding LLC | P | 2021-01-01 | 2022-12-31 | $6,392 | $6,392 | $6,392 | |
| 1231 Loss Kayne Partners IV QP lp | P | 2021-01-01 | 2022-12-31 | -$3 | -$3 | $3 | |
| 1231 Loss Meritage Smartky SPV 3 LP | P | 2021-01-01 | 2022-12-31 | -$5 | -$5 | $5 | |
| 1231Gain Unbridled Resources LLC | P | 2021-01-01 | 2022-12-31 | $176 | $176 | $176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,996,746 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $108,646 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,025 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82,025 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $539 | EsPenaltyAmt |
| Overpayment | $32,846 | OverpaymentAmt |
| Applied To ES Tax | $32,846 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.reimanfoundation.org | WebsiteAddressTxt |
| Individual With Books | Michael J Hipp | IndividualWithBooksNm |
| Phone | 2626964455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 W Wisconsin Ave Ste 200 | AddressLine1Txt |
| City | Pewaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53072 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Michael J Hipp | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | President & Secretary | 0.00 | $0 | $0 | $0 |
| Roy J Reiman | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Director | 0.00 | $0 | $0 | $0 |
| Roberta M Reiman | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Director | 0.00 | $0 | $0 | $0 |
| Scott J Reiman | ||||||||
| 1550 Market Street Suite 450 | Denver | CO | 80202 | Chairman and CEO | 2.00 | $0 | $0 | $0 |
| Brian F Fleischmann | ||||||||
| 1550 Market Street Suite 450 | Denver | CO | 80202 | Executive Vice President & | 0.00 | $0 | $0 | $0 |
| Julia M Ellis | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Director | 0.00 | $0 | $0 | $0 |
| Conway J Schatz | ||||||||
| 1550 Market Street Suite 450 | Denver | CO | 80202 | Executive Vice President & | 0.00 | $0 | $0 | $0 |
| Ronald A Bader | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Executive Vice President a | 0.00 | $0 | $0 | $0 |
| Troy G Hildebrandt | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Director of Tax and Techno | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $79,656,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,042,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,698,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,698,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,225,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,473,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,023,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,023,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,640 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $265,813 | IncomeTaxAmt |
| Total Tax | $314,453 | TotalTaxAmt |
| Distributable Before Adj | $3,709,206 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,709,206 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,709,206 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,202,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,202,007 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,709,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,895,453 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,801,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,164,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,834,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,458,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,153,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,202,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,709,206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,492,801 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,646,515 | 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 | $8,895,453 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,751,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,801,295 | ExcessFromYear4Amt |
| Excess From Year3 | $1,164,770 | ExcessFromYear3Amt |
| Excess From Year2 | $4,834,037 | ExcessFromYear2Amt |
| Excess From Year1 | $1,458,159 | ExcessFromYear1Amt |
| Excess From Current Year | $2,492,801 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Roy J Reiman | ContributingManagerNm |
| Contributing Manager | Roberta M Reiman | ContributingManagerNm |
| Contributing Manager | Scott J Reiman | ContributingManagerNm |
| Contributing Manager | Julia M Ellis | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Michael J Hipp | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 West Wisconsin Avenue Suite 200 | AddressLine1Txt |
| City | Pewaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2626964455 | RecipientPhoneNum |
| Recipient Email Address | mjh@hexagoninc.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Charitable Request Form located on website. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Determined Annually | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Ace Scholarships | ||||||||
| 5251 DTC Parkway Suite 1150 | Greenwood Village | CO | 80111 | None | PC | Ace Scholarships | $1,000,000 | |
| Archdiocese of Milwaukee | ||||||||
| PO Box 070921 | Milwaukee | WI | 53207 | None | PC | General Operations | $75,000 | |
| Archdiocese of Milwaukee | ||||||||
| PO Box 78090 | Milwaukee | WI | 532788090 | None | PC | Catholic Stewardship Appeal | $100,000 | |
| Aurora Medical Health Care Foundation | ||||||||
| 2900 W Oklahoma Ave MOB 1 Suite 506 | Milwaukee | WI | 53215 | None | PC | General Operations | $25,000 | |
| Cass Career Ceter | ||||||||
| 1600 E Elm Road | Harrisonville | MO | 64701 | None | PC | General Operations | $5,000 | |
| Catch a Star Acadamy | ||||||||
| 15801 Centretech Circle Unit C | Aurora | CO | 80011 | None | PC | General Operations | $30,000 | |
| Childrens Hospital of Wisconsin Foundation | ||||||||
| PO Box 1997 | Milwaukee | WI | 532011997 | None | PC | General Operations | $1,000,000 | |
| Childrens Hospital of Wisconsin Foundation | ||||||||
| PO Box 1997 | Milwaukee | WI | 532011997 | None | PC | General Operations | $1,000,000 | |
| Childrens Hospital Of Wisconsin Foundation | ||||||||
| PO Box 1997 | Milwaukee | WI | 532011997 | None | PC | NICU Expansion at Children's Hospital of Wisconsin | $1,000,000 | |
| City of Auburn | ||||||||
| 300 E 39th Street | Auburn | IA | 641111531 | None | PC | General Operations | $250,000 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | WI | 51433 | None | PC | General Operations | $25,000 | |
| Colorado Open Golf Foundation | ||||||||
| 20309 E 48th Place | Denver | CO | 80249 | None | PC | General Operations | $7,500 | |
| Denver Art Museum | ||||||||
| 100 W 14th Ave Pkwy | Denver | CO | 802042788 | None | PC | General Operations | $150,000 | |
| Developing Potential | ||||||||
| 251 N West Executive Way Suite 200 | Lees Summit | MO | 64063 | None | PC | General Operations | $20,000 | |
| Discovery World | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | pc | General Operations | $8,000 | |
| Discovery World | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $1,000 | |
| Emory University | ||||||||
| 1715 North Decatur Road | Atlanta | GA | 30322 | None | PC | General Operations | $200,000 | |
| Energy and Mineral Group Fund III LP | ||||||||
| 2000 Mckinney Avenue Suite 1250 | Dallas | TX | 75201 | None | PC | General Operations | $23 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operation | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operation | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | pof | General Operations | $10,000 | |
| Friends of Plum Media | ||||||||
| 1418 W St Paul Avenue | Milwaukee | WI | 53233 | None | PC | General Operations | $180,000 | |
| Greendale Park and Recreation Dept | ||||||||
| 5647 Broad Street | Greendale | WI | 53129 | None | PC | Movies in the Park | $1,000 | |
| Greendale Police K-9 Fund | ||||||||
| 5911 W Grange Avenue | Greendale | WI | 53129 | None | PC | General Operations | $2,615 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operation | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Iowa Barn Foundation | ||||||||
| PO Box 436 | Nevada | IA | 50201 | None | PC | General Operations | $5,000 | |
| Ironman Foundation | ||||||||
| 3407 W Martin Luther King Jr Blvd | Tampa | FL | 33607 | None | PC | General Operations | $50,000 | Suite 100 |
| Kayne Partners Fund IV (QP) LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $13 | |
| Lee's Summitt Education Foundation | ||||||||
| 301 NE Tudor Road | Lees Summit | MO | 64086 | None | PC | General Operations | $25,000 | |
| Milwaukee Historical Society | ||||||||
| 910 N Old World Third Street | Milwaukee | WI | 53203 | None | PC | General Operations | $446 | |
| Museum of Contemporary Art Denver | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | None | PC | General Operations | $10,000 | |
| Museum of Contemporary Art Denver | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | None | PC | General Operations | $5,000 | |
| National Jewish Health | ||||||||
| 1400 Jackson Street S 719 | Denver | CO | 80206 | None | PC | General Operations | $5,000 | |
| Navy Seal Foundation | ||||||||
| 1619 D St Bldg 5326 | Virginia Beach | VA | 23459 | None | PC | General Operations | $50,000 | |
| NGP Natural Resources X LP | ||||||||
| 5221 N OConnor Blvd Suite 1100 | Irving | TX | 75039 | None | pc | General Operations | $6 | |
| NGP Natural Resources XI LP | ||||||||
| 5221 N OConnor Boulevard Suite 1100 | Irving | TX | 75039 | None | PC | General Operations | $19 | |
| Pat Summitt Foundation | ||||||||
| 520 W Summit Hill Dr Suite 1101 | Knoxville | TN | 37902 | None | PC | General Operations | $23,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operations | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operations | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operations | $20,000 | |
| Powell Gardens | ||||||||
| 1609 NW US Highway 50 | Kingsville | MO | 64061 | None | PC | General Operations | $10,000 | |
| Regis University | ||||||||
| 3333 Regis Blvd A-17 | Denver | CO | 80221 | None | PC | General Operations | $25,000 | |
| Sojourner Foundation | ||||||||
| PO Box 88987 | Milwaukee | WI | 532888987 | None | PC | General Operations | $25,000 | |
| ST Anne Church | ||||||||
| PO Box 110 | Boulder Junction | WI | 54512 | None | pc | General Operations | $100,000 | |
| St Thomas Aquinas Church | ||||||||
| PO Box 110 | Boulder Junction | WI | 54512 | None | PC | General Operations | $100,000 | |
| Take Note Colorado | ||||||||
| 1200 Vine St Unit 8C | Denver | CO | 80206 | None | PC | General Operations | $5,000 | |
| University of Colorado Foundation | ||||||||
| 2199 E Montview Blvd Suite 122 | Aurora | CO | 80210 | None | PC | General Operations | $10,000 | |
| Wil-Mar Neighborhood Center | ||||||||
| 504 S Brearly Street | Madison | WI | 53703 | None | PC | General Operations | $10,000 | |
| Wil-Mar Neighborhood Center | ||||||||
| 953 Jenifer Street | Madison | WI | 53703 | None | PC | General Operations | $10,000 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $32,700 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,000 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,201,822 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $640,225 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,632,830 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,521,982 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,996,746 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $512,491 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd |
|---|---|---|
| Other Portfolio Income | 523000 | |
| Rental Real Estate | 900001 | |
| Ordinary Income | 900001 | |
| Unrealized Appreciation | 03 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,038,614 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,038,614 | 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 | Capital gains are used similarly to all other income and expenses to produce principal to fund charities that improve the well being of people and animals. | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Roy J Reiman | ||||||
| 1 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $750,000 | Yes (X) |
| Roberta M Reiman | ||||||
| 2 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $750,000 | Yes (X) |
| Joni Winston | ||||||
| 3 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $100,000 | Yes (X) |
| Terrin Riemer | ||||||
| 4 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $1,000,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments-Other | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $79,434,940 | BookValueAmt |
| EOYFMV | $79,434,940 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Advisory Fees | $1,490,000 | $0 | $215,000 | $0 |
| Other Expenses From Line 13 | $517,965 | $736 | $0 | $0 |
| Foreign Taxes Paid | $359 | $359 | $0 | $0 |
| Charitable Donations | $185 | $0 | $0 | $185 |
| Royalty Expenses | $27,512 | $27,512 | $0 | $0 |
| Depletion Expense | $444,209 | $0 | $444,209 | $0 |
| Lines 11aOther Portfolio Losses | $3,142 | $3,142 | $0 | $0 |
| Intangible Drilling Costs | $167,256 | $0 | $167,256 | $0 |
| State Taxes | $84,878 | $84,878 | $0 | $0 |
| Interest Expense | $167,492 | $92,693 | $74,799 | $0 |
| Federal Tax Paid | $534,821 | $0 | $0 | $0 |
| Other Loss Line 11E | $6,412 | $0 | $6,412 | $0 |
| Losses from Pass Thru Rentals | $1,632,830 | $1,632,830 | $1,632,830 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Unrealized Income | $3,817,509 | $0 | $3,817,509 |
| Other Income Line 11i | $428,440 | $428,440 | $428,440 |
| Royalty Income | $276,033 | $276,033 | $276,033 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Income | Desc |
| Amt | $2,940,309 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $3,000,000 | BOYBookValueAmt |
| EOY Book Value | $2,500,000 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Roy J Reiman | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
| Roberta M Reiman | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
| Joni Winston | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
| Terrin Riemer | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
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