REIMAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349100217
- Schema version
- 2021v4.2
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T07:29:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy G Hildebrandt | PreparerPersonNm |
| PTIN | P00612067 | PTIN |
| Phone | 2626964455 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,458,592 | 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 | $1,200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $563,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $563,338 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $563,338 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$780,724 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $8,794,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,120,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,794,341 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,109,140 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $1,109,140 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $1,109,140 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,499,134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $165,168 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,499,134 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,165,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,522,847 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,171,612 | 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 | $3,429,266 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,864,721 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,350,269 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,429,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,864,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,350,269 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,812,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,812,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,242,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,864,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,350,269 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,812,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,923,751 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,658,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,821,343 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,550,731 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,581,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,581,565 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $62,929,508 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,877,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,877,027 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $64,480,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,458,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,458,592 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,000,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000,000 | 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 | -$110,805,675 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$100,827,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,480,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,458,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,480,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,458,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,480,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,923,751 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,054,602 | OtherIncreasesAmt |
| Subtotal | $73,458,592 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,458,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (93 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Short Term Loss Boulder Ventures VI | P | 2021-01-01 | 2021-12-31 | $4,082 | -$4,082 | -$4,082 | |
| Short Term Loss The Energy & Mineral Group LP | P | 2021-01-01 | 2021-12-31 | $252 | -$252 | -$252 | |
| Short Term Gain Edison Partners VIII LP | P | 2021-01-01 | 2021-12-31 | $11,726 | $11,726 | $11,726 | |
| Short Term Gain Firstmark Capital of III LP | P | 2021-01-01 | 2021-12-31 | $6,714 | $6,714 | $6,714 | |
| Short Term Loss FFC Partners II LP | P | 2021-01-01 | 2021-12-31 | $3,386 | -$3,386 | -$3,386 | |
| Short Term Gain FP Permian Holdings LLC | P | 2021-01-01 | 2021-12-31 | $11,549 | $11,549 | $11,549 | |
| Short Term Gain Kayne Anderson Midstream Institutional Fund LP | P | 2021-01-01 | 2021-12-31 | $402,381 | $402,381 | $402,381 | |
| Short Term Gain Kayne Partners IV QP LP | P | 2021-01-01 | 2021-12-31 | $18,768 | $18,768 | $18,768 | |
| Short Term Loss Longitude Venture Partners III LP | P | 2021-01-01 | 2021-12-31 | $1,471 | -$1,471 | -$1,471 | |
| Short Term Gain Monroe Capital Private Credit Fund II LP | P | 2021-01-01 | 2021-12-31 | $973 | $973 | $973 | |
| Short Term Gain Monroe Capital Private Credit Fund III LP | P | 2021-01-01 | 2021-12-31 | $3 | $3 | $3 | |
| Short Term Gain Riverside Strategic Capital Fund I A LP | P | 2021-01-01 | 2021-12-31 | $218 | $218 | $218 | |
| Short Term Gain Royalton Capital Investors II | P | 2021-01-01 | 2021-12-31 | $632 | $632 | $632 | |
| Short Term Gain Section Capital IV LP | P | 2021-01-01 | 2021-12-31 | $6,680 | $6,680 | $6,680 | |
| 175.000 Eargo Inc | P | 2020-07-13 | 2021-04-21 | $1,187 | $7,205 | $7,205 | $8,392 |
| 1534.000 Eargo Inc | P | 2020-07-13 | 2021-04-21 | $10,406 | $63,478 | $63,478 | $73,884 |
| 1709.000 Eargo Inc | P | 2020-07-13 | 2021-05-21 | $11,593 | $45,693 | $45,693 | $57,286 |
| Long Term Gain Asean China Investment Fund US III | P | 2020-01-01 | 2021-12-31 | $273,069 | $273,069 | $273,069 | |
| Long Term Gain Asean China Investment Fund US IV | P | 2020-01-01 | 2021-12-31 | $19,151 | $19,151 | $19,151 | |
| Long Term Loss Boulder Ventures VI LP | P | 2020-01-01 | 2021-12-31 | $89,696 | -$89,696 | -$89,696 | |
| Long Term Loss Boulder Ventures VII LP | P | 2020-01-01 | 2021-12-31 | $10,596 | -$10,596 | -$10,596 | |
| Long Term Loss Camcor Energy Fund VII B LP | P | 2020-01-01 | 2021-12-31 | $32,691 | -$32,691 | -$32,691 | |
| Long Term Capital Gain Colorado Impact LP | P | 2020-01-01 | 2021-12-31 | $28,008 | $28,008 | $28,008 | |
| Long Term Gain Dyal IV US Investors LP | P | 2020-01-01 | 2021-12-31 | $62,286 | $62,286 | $62,286 | |
| Long Term Loss The Energy & Minerals Group Fund III LP | P | 2020-01-01 | 2021-12-31 | $6,557 | -$6,557 | -$6,557 | |
| Long Term Gain Edison Partners VIII LP | P | 2020-01-01 | 2021-12-31 | $38,225 | $38,225 | $38,225 | |
| Long Term Gain Edison Partners IX LP | P | 2020-01-01 | 2021-12-31 | $21,693 | $21,693 | $21,693 | |
| Long Term Loss Farallon Capital Institutional Partners | P | 2020-01-01 | 2021-12-31 | $56,461 | -$56,461 | -$56,461 | |
| Long Term Gain Firstmark Capital I LP | P | 2020-01-01 | 2021-12-31 | $3,522,997 | $3,522,997 | $3,522,997 | |
| Long Term Gain Firstmark Capital II LP | P | 2020-01-01 | 2021-12-31 | $89,728 | $89,728 | $89,728 | |
| Long Term Capital Gain Firstmark Capital III LP | P | 2020-01-01 | 2021-12-31 | $198,163 | $198,163 | $198,163 | |
| Long Term Capital Loss FFC Partners II LP | P | 2020-01-01 | 2021-12-31 | $6,881 | -$6,881 | -$6,881 | |
| Long Term Capital Gain Harbert Credit Solutions IV | P | 2020-01-01 | 2021-12-31 | $3 | $3 | $3 | |
| Long Term Capital Loss Harbert Growth Fund IV LP | P | 2020-01-01 | 2021-12-31 | $17,608 | -$17,608 | -$17,608 | |
| Long Term Capital Loss IDG Ventures SF | P | 2020-01-01 | 2021-12-31 | $4,572 | -$4,572 | -$4,572 | |
| Long Term Capital Gain Kayne Anderson Midstream Institutional Fund LP | P | 2020-01-01 | 2021-12-31 | $1,597,274 | $1,597,274 | $1,597,274 | |
| Long Term Capital Gain Kayne Partners Fund IV QP LP | P | 2020-01-01 | 2021-12-31 | $143,818 | $143,818 | $143,818 | |
| Long Term Capital Gain Kayne NewRoad Ventures Fund II LP | P | 2020-01-01 | 2021-12-31 | $38,191 | $38,191 | $38,191 | |
| Long Term Capital Gain Longitude Venture Partners III | P | 2020-01-01 | 2021-12-31 | $1,561 | $1,561 | $1,561 | |
| Long Term Capital Gain Longitude Venture Partners IV | P | 2020-01-01 | 2021-12-31 | $2,412 | $2,412 | $2,412 | |
| Long Term Capital Gain Madryn Health Partners LLC | P | 2020-01-01 | 2021-12-31 | $8,241 | $8,241 | $8,241 | |
| Long Term Loss Monroe Capital Private Credit Fund ii | P | 2020-01-01 | 2021-12-31 | $12,156 | -$12,156 | -$12,156 | |
| Long Term Gain Monroe Capital Private Credit Fund III LP | P | 2020-01-01 | 2021-12-31 | $5,918 | $5,918 | $5,918 | |
| Long Term Gain Mountaingate Capital Fund I LP | P | 2020-01-01 | 2021-12-31 | $387,422 | $387,422 | $387,422 | |
| Long Term Loss NGP Natural Resources X LP | P | 2020-01-01 | 2021-12-31 | $10,257 | -$10,257 | -$10,257 | |
| Long Term Loss NGP Natural Resources XI LP | P | 2020-01-01 | 2021-12-31 | $2,611 | -$2,611 | -$2,611 | |
| Long Term Loss NGP Midstream & Resources | P | 2020-01-01 | 2021-12-31 | $19,854 | -$19,854 | -$19,854 | |
| Long Term Loss NV Partners IV | P | 2020-01-01 | 2021-12-31 | $39,433 | -$39,433 | -$39,433 | |
| Long Term Capital Gain Peloton Equity I LP | P | 2020-01-01 | 2021-12-31 | $290,064 | $290,064 | $290,064 | |
| Long Term Capital Loss Phx Silverado | P | 2020-01-01 | 2021-12-31 | $1,146 | -$1,146 | -$1,146 | |
| Long Term Capital Gain Riverside Strategic Capital Fund I A | P | 2020-01-01 | 2021-12-31 | $177,577 | $177,577 | $177,577 | |
| Long Term Capital Gain Royalton Capital Investors II | P | 2020-01-01 | 2021-12-31 | $38,195 | $38,195 | $38,195 | |
| Long Term Capital Gain Structural Capital Investors II | P | 2020-01-01 | 2021-12-31 | $36,281 | $36,281 | $36,281 | |
| Long Term Capital Loss Telegraph Hill Partners II LP | P | 2020-01-01 | 2021-12-31 | $91,151 | -$91,151 | -$91,151 | |
| Long Term Capital Gain Telegraph Hill Partners III | P | 2020-01-01 | 2021-12-31 | $141,866 | $141,866 | $141,866 | |
| L-Term Capital Gain W Capital Partners II | P | 2020-01-01 | 2021-12-31 | $44,091 | $44,091 | $44,091 | |
| L-Term Loss on liquidation Founders Properties Income Fund III | P | 2020-01-01 | 2021-12-31 | $2 | -$2 | -$2 | |
| L-Term Loss on Liquidation Freg Viera Westchase | P | 2020-01-01 | 2021-12-31 | $2 | -$2 | -$2 | |
| L-Term Loss on Liquidation ODP Oakview LLC | P | 2020-01-01 | 2021-12-31 | $94,227 | -$94,227 | -$94,227 | |
| 620.000 shs Axonic Modulation Technologies Inc | P | 2018-03-29 | 2021-02-01 | $4,649 | $28,248 | $28,248 | $32,897 |
| 286.000 shs Axonics Modulation Technologies | P | 2018-03-29 | 2021-03-01 | $2,145 | $12,865 | $12,865 | $15,010 |
| 50.000 shs 89Bio Inc Com | P | 2019-11-11 | 2021-03-03 | $800 | $447 | $447 | $1,247 |
| 135.000 shs 89Bio Inc Com | P | 2019-11-11 | 2021-03-12 | $2,160 | $1,219 | $1,219 | $3,379 |
| 625.000 shs 89Bio Inc Com | P | 2019-06-25 | 2021-03-15 | $7,437 | $7,783 | $7,783 | $15,220 |
| 286.000 SHS Axonics Modulation Technologies | P | 2018-03-29 | 2021-03-07 | $2,145 | $13,808 | $13,808 | $15,953 |
| 63.000 Shs Axonics Modulation Technologies Inc | P | 2018-03-29 | 2021-11-10 | $473 | $3,809 | $3,809 | $4,282 |
| 607.000 Shs Axonics Modulation Technologies Inc | P | 2018-03-29 | 2021-11-10 | $4,553 | $30,000 | $30,000 | $34,553 |
| L-Term Capital Gain Telegraph Hill Partners II QSBS Gain | P | 2020-01-01 | 2021-12-31 | $18,045 | $18,045 | $18,045 | |
| L-Term Capital Gain Telegraph Hill Partners III QSBS Gain | P | 2020-01-01 | 2021-12-31 | $248,944 | $248,944 | $248,944 | |
| Short Term Gain CAZ Private Equity Ownership Fund | P | 2021-01-01 | 2021-12-31 | $1,055 | $1,055 | $1,055 | |
| Short Term Gain Kayne NewRoad Ventures Fund | P | 2021-01-01 | 2021-12-31 | $296 | $296 | $296 | |
| Short Term Loss NGP Natural Resources X | P | 2021-01-01 | 2021-12-31 | $5,046 | -$5,046 | -$5,046 | |
| Short Term Loss NGP Natural Resources XI | P | 2021-01-01 | 2021-12-31 | $516 | $516 | $516 | |
| Short Term Gain Rockstreet AO Multifamily Fund IV LP | P | 2021-01-01 | 2021-12-31 | $366 | $366 | $366 | |
| Long Term Loss Pouschine Cook Capital Partners II | P | 2020-01-01 | 2021-12-31 | $409,366 | -$409,366 | -$409,366 | |
| Long Term Capital Gain RP Campus Edge | P | 2020-01-01 | 2021-12-31 | $259,807 | $259,807 | $259,807 | |
| L-Term Loss On Liquidation Pouschine Cook Capital Partners II | P | 2020-01-01 | 2021-12-31 | $192,926 | -$192,926 | -$192,926 | |
| L-Term Gain Freg Jackson Holding LLP | P | 2020-01-01 | 2021-12-31 | $216,969 | $216,969 | $216,969 | |
| 1231 Loss The Energy and Minerals Group III LP | P | 2020-01-01 | 2021-12-31 | $91,226 | -$91,226 | -$91,226 | |
| 1231 Loss Founders Properties Income Fund III LLLP | P | 2020-01-01 | 2021-12-31 | $28,295 | -$28,295 | -$28,295 | |
| 1231 Gain Fourpoint Holdings LLC | P | 2020-01-01 | 2021-12-31 | $707 | $707 | $707 | |
| 1231 Gain FP Permian Holdings LLC | P | 2020-01-01 | 2021-12-31 | $680,097 | $680,097 | $680,097 | |
| 1231 Frontrange Co-Op Property Fund LP | P | 2020-01-01 | 2021-12-31 | $4,742 | $4,742 | $4,742 | |
| 1231 Loss Inflection Energy LLC | P | 2020-01-01 | 2021-12-31 | $75 | -$75 | -$75 | |
| 1231 Gain Kayne Anderson Midstream Institutional Fund LP | P | 2020-01-01 | 2021-12-31 | $475 | $475 | $475 | |
| 1231 Loss Meritage Investors Smartsky | P | 2020-01-01 | 2021-12-31 | $31,488 | -$31,488 | -$31,488 | |
| 1231 Loss Meritage Investors LLC | P | 2020-01-01 | 2021-12-31 | $2,516 | -$2,516 | -$2,516 | |
| 1231 Loss Monroe Capital Private Credit Fund II | P | 2020-01-01 | 2021-12-31 | $4,025 | -$4,025 | -$4,025 | |
| 1231 Loss NGP Natural Resources X | P | 2020-01-01 | 2021-12-31 | $796 | -$796 | -$796 | |
| 1231 Loss NGP Natural Resources XI | P | 2020-01-01 | 2021-12-31 | $2,528 | -$2,528 | -$2,528 | |
| 1231 Loss NGP Midstream & Resources | P | 2020-01-01 | 2021-12-31 | $5,544 | -$5,544 | -$5,544 | |
| 1231 Gain PHX Silverado | P | 2020-01-01 | 2021-12-31 | $668,340 | $668,340 | $668,340 | |
| 1231 Gain Seneca Capital Income Real Estate Fund I | P | 2020-01-01 | 2021-12-31 | $132,472 | $132,472 | $132,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,794,341 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $564,016 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $125,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,387 | EsPenaltyAmt |
| Overpayment | $32,025 | OverpaymentAmt |
| Applied To ES Tax | $32,025 | 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 | 0 | 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 | $75,512,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,886,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,398,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,398,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,160,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,237,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,811,895 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,811,895 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,548 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $580,587 | IncomeTaxAmt |
| Total Tax | $673,135 | TotalTaxAmt |
| Distributable Before Adj | $3,138,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,138,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,138,760 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,812,936 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,812,936 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,138,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,375,679 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,895,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,801,295 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,164,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,834,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,071,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,812,936 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,138,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,674,176 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,745,410 | 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 | $9,375,679 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,369,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,895,453 | ExcessFromYear4Amt |
| Excess From Year3 | $3,801,295 | ExcessFromYear3Amt |
| Excess From Year2 | $1,164,770 | ExcessFromYear2Amt |
| Excess From Year1 | $4,834,037 | ExcessFromYear1Amt |
| Excess From Current Year | $1,674,176 | 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 (88 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 | ||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | Ace Scholarships | $200,000 | |
| Aurora Medical Health Care Foundation | ||||||||
| 950 N 12th Street Suite A511 | Milwaukee | WI | 53233 | None | PC | General Operations | $25,000 | |
| Beyond Vision | ||||||||
| 5316 West State Street | Milwaukee | WI | 53208 | None | pc | General Operations | $10,000 | |
| Cass Career Ceter | ||||||||
| 1600 E Elm Road | Harrisonville | MO | 64701 | None | PC | General Operations | $5,000 | |
| 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 | $1,002,000 | |
| Colorado Open Golf Foundation | ||||||||
| 20309 E 48th Place | Denver | CO | 80249 | None | PC | General Operations | $7,500 | |
| Colorado Open Golf Foundation | ||||||||
| 20309 E 48th Place | Denver | CO | 80249 | None | pc | General Operations | $30,000 | |
| Conservancy For Healing and Heritage | ||||||||
| PO Box 320305 | Franklin | WI | 53132 | None | PC | General Operations | $10,759 | |
| Denver Art Museum | ||||||||
| 100 W 14th Ave Pkwy | Denver | CO | 80231 | None | PC | General Operations | $150,000 | |
| Developing Potential | ||||||||
| 251 N West Executive Way Suite 200 | Lees Summit | MO | 64063 | None | PC | General Operations | $10,000 | |
| Discovery World | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | pc | General Operations | $10,000 | |
| Dumb Friends League | ||||||||
| 2080 S Quebec Street | Denver | CO | 802313298 | None | PC | General Operations | $20,000 | |
| 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 | $14 | |
| 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 Community Memorial Building | ||||||||
| PO Box 32 | Lake City | IA | 51449 | None | pc | General Operations | $10,000 | |
| Friends of Plum Media | ||||||||
| 1418 W St Paul Avenue | Milwaukee | WI | 53233 | None | PC | General Operations | $180,000 | |
| Froedtert Hospital Foundation | ||||||||
| PO Box 26509 | Milwaukee | WI | 53226 | None | PC | General Operations | $5,000 | |
| Graland Country Day School | ||||||||
| 55 Clermont Street | Denver | CO | 80220 | None | pc | General Operations | $50,000 | |
| Greendale Park and Recreation Dept | ||||||||
| 5647 Broad Street | Greendale | WI | 53129 | None | PC | Movies in the Park | $1,000 | |
| 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 | $10,000 | |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $88,317 | 2230 |
| Kayne Anderson Midstream Institutional Fund LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $28 | |
| Kayne Partners Fund IV (QP) LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $2 | |
| 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 | $445 | |
| Museum of Contemporary Art Denver | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | None | PC | General Operations | $10,000 | |
| New Road III LP | ||||||||
| 5100 W JB Hunt Drive Suite 1030 | Rogers | AR | 72758 | None | Pc | General Operations | $6 | |
| NGP Natural Resources X LP | ||||||||
| 5221 N OConnor Blvd Suite 1100 | Irving | TX | 75039 | None | pc | General Operations | $2 | |
| NGP Natural Resources XI LP | ||||||||
| 5221 N OConnor Boulevard Suite 1100 | Irving | TX | 75039 | None | PC | General Operations | $13 | |
| Notre Dame Prepatory High School | ||||||||
| 9701 E Bell Road | Scottsdale | AZ | 85260 | None | PC | General Operations | $10,000 | |
| 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 | |
| Saint Marcus Lutheran Church | ||||||||
| 2215 N Palmer Street | Milwaukee | WI | 53212 | None | PC | School | $10,000 | |
| St Thomas Aquinas Church | ||||||||
| 2210 Lincoln Way | Ames | IA | 50015 | None | PC | General Operations | $10,000 | |
| The FarmHouse Foundation | ||||||||
| 1021 Jefferson Street | Kansas City | MO | 64105 | None | pc | General Operations | $1,000 | |
| The Giving Grove | ||||||||
| 300 E 39th Street | Kansas City | MO | 641111531 | None | PC | General Operations | $5,000 | |
| University of Colorado Foundation | ||||||||
| 2199 E Montview Blvd Suite 122 | Aurora | CO | 80210 | None | PC | General Operations | $25,000 | |
| Wil-Mar Neighborhood Center | ||||||||
| 953 Jenifer 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 | $36,250 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,150 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,650 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,812,936 | 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 | $563,338 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$780,724 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,499,134 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,794,341 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,109,140 | 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 | $12,185,229 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,185,229 | 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 (3 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 | $500,000 | Yes (X) |
| Roberta M Reiman | ||||||
| 2 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $500,000 | Yes (X) |
| Joni Winston | ||||||
| 3 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $200,000 | 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 | $70,877,027 | BookValueAmt |
| EOYFMV | $70,877,027 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Advisory Fees | $1,410,000 | $1,200,000 | $215,000 | $0 |
| Foreign Taxes Paid | $5,566 | $5,566 | $0 | $0 |
| Royalty Expenses | $24,321 | $24,321 | $0 | $0 |
| Depletion Expense | $79,263 | $0 | $79,263 | $0 |
| Lines 2 and 3 Rental Losses | $780,724 | $780,724 | $0 | $0 |
| Intangible Drilling Costs | $244,707 | $0 | $244,707 | $0 |
| Interest Expense | $103,961 | $73,386 | $30,575 | $0 |
| Losses from Pass Thru Rentals | $780,724 | $780,724 | $780,724 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Portfolio Income | $3,650 | $3,650 | $3,650 |
| Unrealized Income | $1,460,991 | $0 | $1,460,991 |
| Other Income Line 11E | $70,892 | $0 | $70,892 |
| Other Income Line 11f | $802,083 | $0 | $802,083 |
| Royalty Income | $161,518 | $161,518 | $161,518 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Income | Desc |
| Amt | $4,054,602 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $1,000,000 | BOYBookValueAmt |
| EOY Book Value | $3,000,000 | EOYBookValueAmt |
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