OSCAR RENNEBOHM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR RENNEBOHM FOUNDATION (EIN 39-6039252)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-24
- IRS object ID
- 202501759349100215
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-24T10:45:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,183,069 | 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 | $1,458,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,458,828 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,458,828 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,185,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,295,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,185,673 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,363 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $22,363 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,666,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,644,501 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,481,191 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,750 | 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 | $175,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,855 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,785 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,560 | 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 | $32,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $306,556 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $273,834 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,045 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,222 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,009 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $675,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $273,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,151,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,151,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,826,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $273,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,361,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,840,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,370,667 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,481,191 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,770 | CashBOYAmt |
| Cash EOY | $238,464 | CashEOYAmt |
| Cash EOYFMV | $238,464 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,735,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,474,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,474,125 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,416,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,395,437 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,567,041 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,110,747 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,087,003 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,961,750 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,629 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,982 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $908,508 | OtherAssetsBOYAmt |
| Other Assets EOY | $908,567 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $936,707 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,287,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,105,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,183,069 | 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 | $40,469,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,287,765 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,287,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,105,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,287,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,105,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,287,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,840,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,127,584 | SubtotalAmt |
| Other Decreases | $22,359 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,105,225 | 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 |
|---|---|---|---|---|---|
| US BANK - PUBLICLY TRADED SECURITIES | P | $9,307,573 | $5,165,583 | $4,141,990 | $4,141,990 |
| BMO - PUBLICLY TRADED SECURITIES | P | $8,987,758 | $8,944,075 | $43,683 | $43,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,185,673 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,185,673 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74,652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74,652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,252 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,652 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RENNEBOHMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JENNIFER JEFFRESS | IndividualWithBooksNm |
| Phone | 6084924282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5187 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN F SKOLASKI | ||||||||
| 5106 CONEY WESTON PLACE | MADISON | WI | 53711 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| GARY L SCHAEFER | ||||||||
| 3028 STAMFORD PLACE | FITCHBURG | WI | 53711 | DIRECTOR | 3.00 | $10,000 | $0 | $0 |
| CURTIS F HASTINGS | ||||||||
| 3636 LAKE MENDOTA DRIVE | MADISON | WI | 53705 | SECRETARY | 3.00 | $10,000 | $0 | $0 |
| GARY J WOLTER | ||||||||
| 2628 WAUNONA WAY | MADISON | WI | 53713 | TREASURER | 3.00 | $10,000 | $0 | $0 |
| MARY W GULBRANDSEN | ||||||||
| 1506 WOOD LANE | MADISON | WI | 53705 | 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 | $175,250 | $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 | $182,313 |
| BMO HARRIS BANK NA | |||||
| 7801 MINERAL POINT RD | MADISON | WI | 53717 | AGENCY FEES & INVESTMENT SERVICES | $91,521 |
| 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 | $62,774,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,780,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $948,687 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,503,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,503,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,027,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,475,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,373,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,373,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74,652 | TotalTaxAmt |
| Distributable Before Adj | $3,299,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,299,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,299,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,361,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,361,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,299,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $54,287 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,361,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,299,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $173,570 | 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 | $6,136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $167,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $54,287 | ExcessFromYear2Amt |
| Excess From Year1 | $50,537 | ExcessFromYear1Amt |
| Excess From Current Year | $62,610 | 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 (36 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 | $101,000 |
| AFRICAN CENTER FOR COMMUNITY DEVELOPMENT INC | ||||||||
| 2238 S PARK STREET | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $50,000 | |
| ALDO LEOPOLD NATURE CENTER | ||||||||
| 330 FEMRITE DRIVE | MADISON | WI | 53716 | N/A | PC | EDUCATION | $250,000 | |
| ANESIS THERAPY | ||||||||
| 815 FORWARD DRIVE | MADISON | WI | 53711 | N/A | PC | HEALTH | $5,000 | |
| BADGER PRAIRIE NEEDS NETWORK | ||||||||
| 1200 E VERONA AVENUE | VERONA | WI | 53593 | N/A | PC | COMMUNITY | $150,000 | |
| BETHEL HOMELESS MINISTRIES | ||||||||
| 312 WISCONSIN AVENUE | MADISON | WI | 53703 | N/A | PC | COMMUNITY | $30,000 | |
| BGCDC VEL PHILIPS | ||||||||
| 2 E MAIN STREET | MADISON | WI | 53702 | N/A | PC | COMMUNITY | $5,000 | |
| BIG BROTHERS BIG SISTERS OF DANE COUNTY | ||||||||
| 2059 ATWOOD AVENUE 2 | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $4,700 | |
| BRAIRPATCH YOUTH SERVICES | ||||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53713 | N/A | PC | COMMUNITY | $100,000 | |
| CATHOLIC CHARITIES DIOCESE OF MADISON | ||||||||
| 702 S HIGH POINT ROAD | MADISON | WI | 53719 | N/A | PC | HEALTH | $40,000 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER ROAD | MADISON | WI | 53713 | N/A | PC | EDUCATION | $285,000 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | N/A | NC | EDUCATION | $75,000 | |
| FIRST CONGREGATIONAL CHURCH - PRISON MINISTRY PROJECT | ||||||||
| 1609 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PC | COMMUNITY | $40,000 | |
| FOUNDATION FOR BLACK WOMEN'S WELLNESS | ||||||||
| 6601 GRAND TETON PLAZA SUITE A2 | MADISON | WI | 53719 | N/A | PC | HEALTH | $50,000 | |
| 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 | |
| MADISON AREA FOOD PANTRY GARDENS | ||||||||
| PO BOX 5116 | MADISON | WI | 53705 | N/A | PC | COMMUNITY | $125,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON STREET SUITE 203A | MADISON | WI | 53740 | N/A | PC | EDUCATION | $110,000 | |
| MADISON METROPOLITAN SCHOOL DISTRICT | ||||||||
| 4545 W DAYTON STREET | MADISON | WI | 53703 | N/A | PC | EDUCATION | $100,000 | |
| PORCHLIGHT INC | ||||||||
| 306 N BROOKS STREET | MADISON | WI | 53715 | N/A | PC | COMMUNITY | $50,000 | |
| PROJECT HOME | ||||||||
| 3841 KIPP STREET | MADISON | WI | 53718 | N/A | PC | COMMUNITY | $73,000 | |
| RISE WISCONSIN | ||||||||
| 2120 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $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 | $1,600 | |
| 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 | $17,100 | |
| THE PLAYING FIELD | ||||||||
| 3910 MINERAL POINT ROAD | MADISON | WI | 53705 | N/A | PC | COMMUNITY | $50,000 | |
| THE RIVER FOOD PANTRY | ||||||||
| 2201 DARWIN ROAD | MADISON | WI | 53704 | N/A | PC | COMMUNITY | $150,000 | |
| THE ROAD HOME DANE COUNTY | ||||||||
| 890 W WINGRA DRIVE | MADISON | WI | 53715 | N/A | PC | COMMUNITY | $15,000 | |
| THE SALVATION ARMY OF DANE COUNTY | ||||||||
| 630 E WASHINGTON AVENUE | MADISON | WI | 53703 | N/A | PC | COMMUNITY | $250,000 | |
| UNIVERSITY OF WISCONSIN - PRISON EDUCATION INITIATIVE | ||||||||
| 21 N PARK STREET | MADISON | WI | 53715 | N/A | PC | EDUCATION | $120,000 | |
| UNIVERSITY OF WISCONSIN SCHOOL OF NURSING RENNEBOHM SCHOLARSHIPS | ||||||||
| 701 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | EDUCATION | $125,000 | |
| UNIVERSITY OF WISCONSIN WREN SOMPH | ||||||||
| UW SCHOOL OF HEALTH | MADISON | WI | 53705 | N/A | PC | HEALTH | $200,000 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | CAREER DEVELOPMENT | $100,000 | |
| UW SCHOOL OF NURSING - CARES | ||||||||
| 701 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | EDUCATION | $121,026 | |
| YWCA MADISON | ||||||||
| 101 E MIFFLIN STREET | MADISON | WI | 53703 | N/A | PC | CAPACITY BUILDING | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,151,426 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGEBETTER | |||||||
| 6209 MINERAL POINT ROAD | MADISON | WI | 53705 | N/A | PC | HEALTH | $75,000 |
| ANESIS THERAPY | |||||||
| 815 FORWARD DRIVE | MADISON | WI | 53711 | N/A | PC | EDUCATION | $5,000 |
| BRIARPATCH YOUTH SERVICES | |||||||
| 2720 RIMROCK ROAD | MADISON | WI | 53740 | N/A | PC | EDUCATION | $100,000 |
| CENTRO HISPANO CAMINOS | |||||||
| 810 W BADGER ROAD | MADISON | WI | 53713 | N/A | PC | CAPACITY BUILDING | $270,000 |
| COMBAT BLINDNESS | |||||||
| PO BOX 5332 | MADISON | WI | 53705 | N/A | PC | HEALTH | $150,000 |
| FIRST CONGREGATIONAL CHURCH - PRISON MINISTRY PROJECT | |||||||
| 1609 UNIVERSITY AVENUE | MADISON | WI | 53726 | N/A | PC | COMMUNITY | $20,000 |
| JOURNEY MENTAL HEALTH CENTER | |||||||
| 25 KESSEL COURT SUITE 105 | MADISON | WI | 53711 | N/A | PC | MENTAL HEALTH | $10,000 |
| MTZ CHARITABLE ORGANIZATION | |||||||
| PO BOX 259933 | MADISON | WI | 53728 | N/A | PC | COMMUNITY | $125,100 |
| RISE - RESPITE CENTER | |||||||
| 2120 FORDEM AVENUE | MADISON | WI | 53704 | N/A | PC | HEALTH | $75,000 |
| THE CENTER FOR BLACK EXCELLENCE AND CULTURE | |||||||
| PO BOX 259042 | MADISON | WI | 53725 | N/A | PC | COMMUNITY | $300,000 |
| THE SALVATION ARMY OF DANE COUNTY | |||||||
| 3030 DARBO DRIVE | MADISON | WI | 53714 | N/A | PC | COMMUNITY | $270,000 |
| UNIVERSITY OF WISCONSIN - PRISON EDUCATION INITIATIVE | |||||||
| 21 N PARK STREET | MADISON | WI | 53715 | N/A | PC | EDUCATION | $240,000 |
| URBAN LEAGUE OF GREATER MADISON | |||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | EDUCATION | $100,000 |
| UW MADISON SCHOOL OF EDUCATION | |||||||
| 1000 BASCOM MALL | MADISON | WI | 53706 | N/A | PC | CHILD DEVELOPMENT | $191,790 |
| UW SCHOOL OF NURSING - WORKFORCE INITIATIVE | |||||||
| 701 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | HEALTH | $250,000 |
| UW WRENSOMPH | |||||||
| 610 N WHITNEY WAY | MADISON | WI | 53705 | N/A | PC | HEALTH | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,581,890 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,458,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,185,673 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION FROM PROGRAM RELATED INVESTMENT - DWHF, LLC | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,363 | 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 | $5,666,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,666,864 | 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 | $15,750 | $0 | $0 | $0 |
| ACCOUNTING FEES | $17,075 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US BANK N.A. - BONDS | BondNm |
| EOY Book Value | $13,087,003 | EOYBookValueAmt |
| EOYFMV | $11,961,750 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | U.S. BANK N.A. - COMMON STOCKS AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $28,395,437 | EOYBookValueAmt |
| EOYFMV | $52,567,041 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SHEPHERD INVESTMENTS INTERNATIONAL, LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,629 | BookValueAmt |
| EOYFMV | $4,982 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,560 | 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 | $908,508 | BOYBookValueAmt |
| EOY Book Value | $908,567 | EOYBookValueAmt |
| EOYFMV | $936,707 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DWHF PROGRAM RELATED INVESTMENT-BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $22,359 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE & INTERNET | $1,791 | $0 | $0 | $0 |
| OFFICE EXPENSES | $8,826 | $0 | $0 | $0 |
| MISCELLANEOUS | $329 | $0 | $0 | $0 |
| INSURANCE | $1,289 | $0 | $0 | $0 |
| TRAVEL | $2,060 | $0 | $0 | $0 |
| BOARD MTG EXPENSE | $2,321 | $0 | $0 | $0 |
| STATE REGISTRATION FEE | $25 | $0 | $0 | $0 |
| COMMUNITY EDUCATIONAL PROGRAMMING | $3,859 | $0 | $0 | $3,859 |
| NONPROFIT EVENT SUPPORT | $2,150 | $0 | $0 | $2,150 |
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 | $22,363 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $22,363 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AGENCY FEES AND INVESTMENT MANAGEMENT SERVICES | $273,834 | $273,834 | $0 | $0 |
| PROFIT SHARING PLAN ADMINISTRATION | $3,807 | $0 | $0 | $0 |
| WEB DESIGN & CONSULTING | $6,006 | $0 | $0 | $6,006 |
| PROFESSIONAL DEVELOPMENT | $6,204 | $0 | $0 | $6,204 |
| IT AND DATA ENTRY CONSULTING | $675 | $0 | $0 | $0 |
| MEETING EXPENSES | $1,835 | $0 | $0 | $1,835 |
| DWHF 2024 ANNUAL FEES | $14,195 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $11,496 | $0 | $0 | $0 |
| PAYROLL TAXES | $13,581 | $0 | $0 | $12,222 |
Comments