REIMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349101763
- Schema version
- 2020v4.1
- 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 Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T09:53:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-11 | 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 | 999009999 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $64,480,239 | 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 | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $612,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $612,999 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $612,999 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$494,010 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,025,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,200,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,025,060 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $710,509 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $710,509 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $710,509 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,181,104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,181,104 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,181,104 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,529,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,819,163 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,504,612 | 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 | $8,199,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,915,553 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,398,546 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,199,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,915,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,398,546 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,414,086 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,414,086 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,613,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,915,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,398,546 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,414,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,084,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,903,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,399,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,550,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,550,731 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $69,659,145 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,929,508 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,929,508 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $72,058,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,480,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,480,239 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,494,413 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,000,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,494,413 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $171,285,914 | 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 | -$103,721,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$110,805,675 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,564,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,480,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,058,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,480,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,564,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,084,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,480,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,480,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 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 VI | P | 2020-01-01 | 2020-12-31 | $8,633 | $8,633 | $8,633 | |
| Short Term Gain from Boulder Ventures VII | P | 2020-01-01 | 2020-12-31 | $12,094 | $12,094 | $12,094 | |
| Short Term Gain from The Energy & Minerals Group III | P | 2020-01-01 | 2020-12-31 | $4 | $4 | $4 | |
| Short Term Gain Edison Partners VIII LP | P | 2020-01-01 | 2020-12-31 | $1,178 | $1,178 | $1,178 | |
| Short Term Gain Firstmark Capital III LP | P | 2020-01-01 | 2020-12-31 | $1,840 | $1,840 | $1,840 | |
| Short Term Gain Harbert Credit Solutions Fund IV LP | P | 2020-01-01 | 2020-12-31 | $83 | $83 | $83 | |
| Short Term Loss Kayne Anderson Midstream Institutional Fd LP | P | 2020-01-01 | 2020-12-31 | -$77,375 | -$77,375 | $77,375 | |
| Short Term Gain Longitude Venture Partners III LP | P | 2020-01-01 | 2020-12-31 | $13,099 | $13,099 | $13,099 | |
| Short Term Gain Monroe Capital Private Credit Fund II | P | 2020-01-01 | 2020-12-31 | $9,797 | $9,797 | $9,797 | |
| Short Term Gain Monroe Capital Private Credit Fund III | P | 2020-01-01 | 2020-12-31 | $14,954 | $14,954 | $14,954 | |
| Short Term Gain NGP Natural Resources XI | P | 2020-01-01 | 2020-12-31 | $69 | $69 | $69 | |
| Short Term Gain Royalton Capital Investors II | P | 2020-01-01 | 2020-12-31 | $632 | $632 | $632 | |
| Short Term Loss Structural Capital Investors II | P | 2020-01-01 | 2020-12-31 | -$7,001 | -$7,001 | $7,001 | |
| Long Term Loss Arbor Venture Partners II | P | 2019-01-01 | 2020-12-31 | -$27,892 | -$27,892 | $27,892 | |
| Long Term Gain Asea China Investment Fund US III | P | 2019-01-01 | 2020-12-31 | $65,511 | $65,511 | $65,511 | |
| Long Term Gain Asea China Investment Fund US IV | P | 2019-01-01 | 2020-12-31 | $7,298 | $7,298 | $7,298 | |
| Long Term Loss Boulder Venture Partners VI | P | 2019-01-01 | 2020-12-31 | -$3,768 | -$3,768 | $3,768 | |
| Long Term Gain Boulder Venture Partners VII | P | 2019-01-01 | 2020-12-31 | $61,584 | $61,584 | $61,584 | |
| Long Term Gain Carlyle Partners IV LP | P | 2019-01-01 | 2020-12-31 | $16,912 | $16,912 | $16,912 | |
| Long Term Gain Colorado Impact Fund I | P | 2019-01-01 | 2020-12-31 | $25,522 | $25,522 | $25,522 | |
| Long Term Gain Edison Partners VIII LP | P | 2019-01-01 | 2020-12-31 | $161,325 | $161,325 | $161,325 | |
| Long Term Loss Farallon Capital Institutional Partners | P | 2019-01-01 | 2020-12-31 | -$24,182 | -$24,182 | $24,182 | |
| Long Term Gain Firstmark Capital I (P) LP | P | 2019-01-01 | 2020-12-31 | $1,769 | $1,769 | $1,769 | |
| Long Term Loss Firstmark Capital I LP | P | 2019-01-01 | 2020-12-31 | -$11,351 | -$11,351 | $11,351 | |
| Long Term Gain Firstmark II LP | P | 2019-01-01 | 2020-12-31 | $39,666 | $39,666 | $39,666 | |
| Long Term Gain Firstmark III LP | P | 2019-01-01 | 2020-12-31 | $8,345 | $8,345 | $8,345 | |
| Long Term Gain FFC Partners III-B | P | 2019-01-01 | 2020-12-31 | $576 | $576 | $576 | |
| Long Term Gain FourPoint Holdings LP | P | 2019-01-01 | 2020-12-31 | $9,102 | $9,102 | $9,102 | |
| Long Term Gain Harbert Credit Solutions Fund IV LP | P | 2019-01-01 | 2020-12-31 | $461 | $461 | $461 | |
| Long Term Gain Harbert Growth Funds IV | P | 2019-01-01 | 2020-12-31 | $71,242 | $71,242 | $71,242 | |
| Long Term Loss IDG Ventures SF LP | P | 2019-01-01 | 2020-12-31 | -$5,782 | -$5,782 | $5,782 | |
| Long Term Loss Kayne Anderson Midstream Institutional Fund | P | 2019-01-01 | 2020-12-31 | -$739,302 | -$739,302 | $739,302 | |
| Long Term Gain Kayne Anderson Real Estate Partners IV | P | 2019-01-01 | 2020-12-31 | $3,139 | $3,139 | $3,139 | |
| Long Term Loss Kayne NewRoad Ventures Fund II | P | 2019-01-01 | 2020-12-31 | -$48,102 | -$48,102 | $48,102 | |
| Long Term Gain Longitude Venture Partners III LP | P | 2019-01-01 | 2020-12-31 | $72,790 | $72,790 | $72,790 | |
| Long Term Gain Madryn Health Partners | P | 2019-01-01 | 2020-12-31 | $914 | $914 | $914 | |
| Long Term Loss Mason Wells Buyout Fund II | P | 2019-01-01 | 2020-12-31 | -$6 | -$6 | $6 | |
| Long Term Gain Monroe Capital Private Credit Fund II LP | P | 2019-01-01 | 2020-12-31 | $4,220 | $4,220 | $4,220 | |
| Long Term Gain Monroe Capital Private Credit Fund III LP | P | 2019-01-01 | 2020-12-31 | $685 | $685 | $685 | |
| Long Term Gain Mountaingate Capital Fund I LP | P | 2019-01-01 | 2020-12-31 | $157,509 | $157,509 | $157,509 | |
| Long Term Gain NGP Natural Resources X LP | P | 2019-01-01 | 2020-12-31 | $6,303 | $6,303 | $6,303 | |
| Long Term Loss NGP Natural Resources XI LP | P | 2019-01-01 | 2020-12-31 | -$3,718 | -$3,718 | $3,718 | |
| Long Term Loss NGP Midstream & Resources | P | 2019-01-01 | 2020-12-31 | -$1,596 | -$1,596 | $1,596 | |
| Long Term Loss NV Partners IV LLC | P | 2019-01-01 | 2020-12-31 | -$31,494 | -$31,494 | $31,494 | |
| Long Term Gain Peloton Equity I LP | P | 2019-01-01 | 2020-12-31 | $408,587 | $408,587 | $408,587 | |
| Long Term Loss Phoenix Capital Investor Partners LLC | P | 2019-01-01 | 2020-12-31 | -$10,644 | -$10,644 | $10,644 | |
| Long Term Loss Pouschine Cook Capital Partners | P | 2019-01-01 | 2020-12-31 | -$53,678 | -$53,678 | $53,678 | |
| Long Term Loss Riverside Strategic Capital Fund I A LP | P | 2019-01-01 | 2020-12-31 | -$519 | -$519 | $519 | |
| Long Term Gain Royalton Capital Investors II | P | 2019-01-01 | 2020-12-31 | $38,195 | $38,195 | $38,195 | |
| Long Term Gain Structural Capital Investor II LP | P | 2019-01-01 | 2020-12-31 | $459 | $459 | $459 | |
| Long Term Gain Telegraph Hill Partners II | P | 2019-01-01 | 2020-12-31 | $119 | $119 | $119 | |
| Long Term Gain W Capital Partners II LP | P | 2019-01-01 | 2020-12-31 | $795 | $795 | $795 | |
| Long Term Gain on Liquidation Longitude Venture Partners | P | 2017-01-01 | 2020-11-20 | $4,481 | $4,481 | $4,481 | |
| 952.000 shs Molecular Templates | P | 2018-09-21 | 2020-06-15 | $15,207 | $9,159 | $9,159 | $6,048 |
| 931.000 shs Axionics | P | 2018-10-31 | 2020-09-02 | $39,971 | $29,178 | $29,178 | $10,793 |
| 12,766.000 shs NVTA | P | 2019-12-10 | 2020-12-28 | $666,188 | $628,638 | $628,638 | $37,550 |
| 9,218.000 shs NVTA | P | 2019-12-10 | 2020-12-28 | $481,037 | $450,429 | $450,429 | $30,608 |
| 26,766.000 shs Pinterest | P | 2013-10-23 | 2020-12-23 | $945,434 | $786,675 | $786,675 | $158,759 |
| 204,347.000 shs Pinterest | P | 2011-10-03 | 2020-08-11 | $5,232,895 | $5,211,307 | $5,211,307 | $21,588 |
| Long Term Gain Cash > Basis FFC III B | P | 2019-01-01 | 2020-12-31 | $1,341 | $1,341 | $1,341 | |
| Long Term Loss on Liquidation Carlyle Partners IV | P | 2019-01-01 | 2020-12-31 | -$38,502 | -$38,502 | $38,502 | |
| Long Term Gain on Liquidation Mason Wells Buyout Fund II | P | 2019-01-01 | 2020-12-31 | $2,967 | $2,967 | $2,967 | |
| Long Term Loss on Liquidation Opus VIII LLC | P | 2019-01-01 | 2020-12-31 | -$3,496 | -$3,496 | $3,496 | |
| Long Term Gain Structural Capital Investor SPV II LP | P | 2019-01-01 | 2020-12-31 | $2,056 | $2,056 | $2,056 | |
| Long Term Loss Pouschine Cook Capital Partners | P | 2019-01-01 | 2020-12-31 | -$95,531 | -$95,531 | $95,531 | |
| 1231 Loss Energy & Minerals Group III LP | P | 2019-01-01 | 2020-12-31 | -$1 | -$1 | $1 | |
| 1231 Loss Fourpoint Holdings LLC | P | 2019-01-01 | 2020-12-31 | -$697,135 | -$697,135 | $697,135 | |
| 1231 Gain Freg Viera Westchase LLC | P | 2019-01-01 | 2020-12-31 | $576,546 | $576,546 | $576,546 | |
| 1231 Loss Inflection Energy LLC | P | 2019-01-01 | 2020-12-31 | -$2 | -$2 | $2 | |
| 1231 Loss Kayne Anderson Midstream Institutional Fund | P | 2019-01-01 | 2020-12-31 | -$1,274 | -$1,274 | $1,274 | |
| 1231 Loss Meritage Investors Smartsky Network | P | 2019-01-01 | 2020-12-31 | -$221 | -$221 | $221 | |
| 1231 Gain MLG Private Fund IV | P | 2019-01-01 | 2020-12-31 | $2,761 | $2,761 | $2,761 | |
| 1231 Gain Monroe Capital Private Credit | P | 2019-01-01 | 2020-12-31 | $1,651 | $1,651 | $1,651 | |
| 1231 Loss Monroe Capital Private Credit Fund III | P | 2019-01-01 | 2020-12-31 | -$2 | -$2 | $2 | |
| 1231 Loss NGP Natural Resources X LP | P | 2019-01-01 | 2020-12-31 | -$12,579 | -$12,579 | $12,579 | |
| 1231 Loss NGP Natural Resources XI LP | P | 2019-01-01 | 2020-12-31 | -$6,389 | -$6,389 | $6,389 | |
| 1231 Gain NGP Midstream & Resources | P | 2019-01-01 | 2020-12-31 | $2,568 | $2,568 | $2,568 | |
| 1231 Loss Seneca Capital Income Real Estate Fund I | P | 2019-01-01 | 2020-12-31 | -$458 | -$458 | $458 | |
| Long Term Loss on Liquidation Meritage Private Equity Fund II | P | 2015-01-01 | 2020-12-31 | -$8,108 | -$8,108 | $8,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,025,060 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$21,993 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,960 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95,960 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95,960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,214 | 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 | $122,214 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $294 | EsPenaltyAmt |
| Overpayment | $25,960 | OverpaymentAmt |
| Applied To ES Tax | $25,960 | 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 | $72,921,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,718,451 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,639,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,639,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,119,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,520,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,676,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,676,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95,960 | TotalTaxAmt |
| Distributable Before Adj | $3,580,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,580,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,580,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,414,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,414,086 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,414,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,580,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,839,855 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,375,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,895,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,801,295 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,164,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,077,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,414,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,580,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,834,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,911,089 | 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 | $10,839,855 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,071,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,375,679 | ExcessFromYear4Amt |
| Excess From Year3 | $8,895,453 | ExcessFromYear3Amt |
| Excess From Year2 | $3,801,295 | ExcessFromYear2Amt |
| Excess From Year1 | $1,164,770 | ExcessFromYear1Amt |
| Excess From Current Year | $4,834,037 | 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 (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ace Scholarships | |||||||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | Ace Scholarships | $250,000 | ||||||
| ACE Scholarships | |||||||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | ACE Scholarships | $200,000 | ||||||
| ACE Scholarships | |||||||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | Ace Scholarships | $25,000 | ||||||
| Australian Red Cross | |||||||||||||
| None | PC | General Operations | $20,000 | 2347 Villiers Street | North Melbourne | Victoria | AS | ||||||
| Boy Scout Troop 506 | |||||||||||||
| 5801 Brentwood Lane | Greendale | WI | 53129 | None | PC | General Operations | $50 | ||||||
| Carroll Library Foundation | |||||||||||||
| 118 E Fifth Street | Carroll | IA | 51401 | None | PC | General Operations | $150,000 | ||||||
| Cass County Career Center | |||||||||||||
| 1600 E Elm Street | 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 | $1,000,000 | ||||||
| City of Auburn | |||||||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $7,575 | ||||||
| City of Auburn | |||||||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $4,900 | ||||||
| City of Auburn | |||||||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $150,000 | ||||||
| City of Auburn | |||||||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $3,687 | ||||||
| City of Auburn | |||||||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $4,106 | ||||||
| City of Netawaka | |||||||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $26,990 | ||||||
| City of Netawaka | |||||||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornets Nest | $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 | ||||||
| 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 | $10,000 | ||||||
| Discovery World at Pier Wisconsin | |||||||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $300,000 | ||||||
| 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 | $11 | ||||||
| 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 Operations | $10,000 | ||||||
| Farm Sanctuary | |||||||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | ||||||
| FourPoint Holdings LLC | |||||||||||||
| 100 St Paul Street Suite 400 | Denver | CO | 80206 | None | PC | General Operations | $5 | ||||||
| FP Permian Holdings LLC | |||||||||||||
| 100 St Paul Street Suite 400 | Denver | CO | 80206 | None | PC | General Operations | $9 | ||||||
| Greendale Historical Society | |||||||||||||
| 5680 Broad Street | Greendale | WI | 53129 | None | PC | General Operations | $1,341 | ||||||
| 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 Operation | $10,000 | ||||||
| Inflection Energy LLC | |||||||||||||
| 1099 18th Street Suite 3100 | Denver | CO | 80202 | None | PC | General Operations | $9 | ||||||
| Iowa State University Foundation | |||||||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $249,308 | 2230 | |||||
| Iowa State University Foundation | |||||||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $257,273 | 2230 | |||||
| Kayne Anderson Midstream Institutional Fund LP | |||||||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $35 | ||||||
| Kayne Partners Fund IV (QP) LP | |||||||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $1 | ||||||
| Kyle's Korner | |||||||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | General Operations | $1,285 | ||||||
| Lee's Summitt Education Foundation | |||||||||||||
| 301 NE Tudor Road | Lees Summit | MO | 64086 | None | PC | General Operations | $50,000 | ||||||
| Monroe Capital Private Credit Fund II LP | |||||||||||||
| 311 South Wacker Drive Suite 6400 | Chicago | IL | 60606 | None | PC | General Operations | $7 | ||||||
| Monroe Capital Private Credit Fund III LP | |||||||||||||
| 311 South Wacker Drive Suite 6400 | Chicago | IL | 60606 | None | PC | General Operations | $3 | ||||||
| Museum of Contemporary Art Denver | |||||||||||||
| 1485 Delgany Street | Denver | CO | 80202 | None | PC | General Operations | $10,000 | ||||||
| NGP Midstream & Resources LP | |||||||||||||
| 2000 McKinney Avenue Suite 1250 | Dallas | TX | 75201 | None | PC | General Operations | $10 | ||||||
| NGP Natural Resources X LP | |||||||||||||
| 5221 N OConnor Blvd Suite 1100 | Irving | TX | 75039 | None | pc | General Operations | $3 | ||||||
| NGP Natural Resources XI LP | |||||||||||||
| 5221 N OConnor Boulevard Suite 1100 | Irving | TX | 75039 | None | PC | General Operations | $14 | ||||||
| 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 | ||||||
| Poblocki Holdings LLC | |||||||||||||
| 922 South 70th Street | Milwaukee | WI | 53214 | None | PC | General Operations | $14 | ||||||
| Powell Gardens | |||||||||||||
| 1609 NW US Highway 50 | Kingsville | MO | 64061 | None | PC | General Operations | $10,000 | ||||||
| Red Caboose Child Care Center Inc | |||||||||||||
| 654 Williamson Street | Madison | WI | 53703 | POF | General Operations | $500,000 | |||||||
| Rocky Mountain PBS | |||||||||||||
| 1089 Bannock Street | Denver | CO | 80204 | None | PC | Buell Public Media Center | $20,000 | ||||||
| Saint Paul Catholic Center | |||||||||||||
| 723 State Street | Madison | WI | 53703 | None | PC | Christ the Cornerstone Campaign New Student Center and Chapel | $1,000,000 | ||||||
| Special Olympics of Wisconsin | |||||||||||||
| 2310 Crossroads Drive Suite 1000 | Madison | WI | 53718 | None | PC | General Operations | $7,500 | ||||||
| St Thomas Aquinas Church | |||||||||||||
| 2210 Lincoln Way | Ames | IA | 50015 | None | PC | General Operations | $100,000 | ||||||
| The Community Foundation For Greater Atlanta | |||||||||||||
| 191 Peachtree Street NE Suite 1000 | Atlanta | GA | 30303 | None | POF | General Operations | $10,000 | ||||||
| The FarmHouse Foundation | |||||||||||||
| 7306 NW Tiffany Springs Parkway | Kansas City | MO | 64153 | None | EOF | General Operations | $1,000 | Suite 210 | |||||
| The John Lynch Foundation | |||||||||||||
| PO Box 172247 | Tampa | FL | 33672 | None | PC | General Operations | $100,000 | ||||||
| The Paideia School | |||||||||||||
| 1509 Ponce de Leon Avenue | Atlanta | GA | 30307 | None | PC | General Operations | $10,000 | ||||||
| The Paideia School | |||||||||||||
| 1509 Ponce de Leon Avenue | Atlanta | GA | 30307 | None | PC | General Operations | $10,000 | ||||||
| The Salvation Army Australia | |||||||||||||
| None | PC | General Operations | $20,000 | Level 1 Building 2 Brandon Office | Glen Waverly | Victoria | AS | Park 53 540 Springvale Road | |||||
| United Performing Arts Fund | |||||||||||||
| 301 W Wisconsin Avenue Suite 600 | Milwaukee | WI | 53203 | None | PC | General Operations | $135,000 | ||||||
| University of Colorado Foundation | |||||||||||||
| 2199 E Montview Blvd Suite 122 | Aurora | CO | 80210 | None | PC | General Operations | $25,000 | ||||||
| Village of Greendale | |||||||||||||
| 6500 Northway | Greendale | WI | 53129 | PC | General Operations | $10,000 | |||||||
| Wil-Mar Neighborhood Center | |||||||||||||
| 953 Jenifer Street | Madison | WI | 53703 | None | PC | General Operations | $500,000 | ||||||
| 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 | $11,900 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,525 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $10,500 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,025 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,475 | ||||||
| Wisconsin Puppy Mill Project Inc | |||||||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,225 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,414,086 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $612,999 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$494,010 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,181,104 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,025,060 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $710,509 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| Other Portfolio Income | |
| Rental Real Estate | |
| Ordinary Income | |
| Unrealized Appreciation | 03 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,035,662 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,035,662 | 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) |
| Terrin Riemer | ||||||
| 3 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $2,000,000 | 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 | $62,929,508 | BookValueAmt |
| EOYFMV | $62,929,508 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Advisory Fees | $1,386,729 | $1,171,729 | $215,000 | $0 |
| Unrealized Losses | $5,238,366 | $0 | $5,238,366 | $0 |
| Interest Expense | $72,694 | $0 | $72,694 | $0 |
| Other Expenses From Line 13 | $224,096 | $123,800 | $0 | $0 |
| Foreign Taxes Paid | $7,576 | $7,576 | $0 | $0 |
| Line 1 Losses | $279,433 | $0 | $0 | $0 |
| Royalty Expenses | $15,780 | $15,780 | $0 | $0 |
| Depletion Expense | $140,652 | $46,017 | $94,635 | $0 |
| Intangible Drilling Costs | $232,400 | $56,641 | $175,759 | $0 |
| State Taxes | $35,388 | $0 | $35,388 | $0 |
| Interest Expense | $72,694 | $0 | $72,694 | $0 |
| Losses from Pass Thru Rentals | $494,010 | $494,010 | $494,010 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Portfolio Income | $27,498 | $27,498 | $27,498 |
| Other Income Line 11E | $454,391 | $454,391 | $454,391 |
| Other Income Line 11f | $608,342 | $608,342 | $608,342 |
| Royalty Income | $90,873 | $90,873 | $90,873 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $4,494,413 | BOYBookValueAmt |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
Comments