OSCAR RENNEBOHM FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
OSCAR RENNEBOHM FOUNDATION (EIN 39-6039252)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202141339349102419
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T14:37:39-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391203191PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SVA CERTIFIED PUBLIC ACCTS SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11221 JOHN Q HAMMONS DRIVEAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53717ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396039252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OSCAR RENNEBOHM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOSCABusinessNameControlTxt
Phone6082741916PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5187AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN F SKOLASKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6082741916PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastSKOLASKIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIRSTEN HOUGHTONPreparerPersonNm
PTINP01273230PTIN
Phone6088318181PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$66,912,339FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$893,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$679,183DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,192,957NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,230,321GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,170,454CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,086,077TotalRevAndExpnssAmt
Total Net Invst Incm$2,849,637TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$232,085CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$174,585CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$12,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$12,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$59,348PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$56,466PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,882PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,835LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$15,835LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,949AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$17,949AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$181,384OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$175,591OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,793OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$37,987TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,518TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$7,469TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$557TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$557TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,714OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,714OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$559,859TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$236,575TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$239,784TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,553,954ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,553,954ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,113,813TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$236,575TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,793,738TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,736ExcessRevenueOverExpensesAmt
Net Investment Income$2,613,062NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$463,102CashBOYAmt
Cash EOY$299,751CashEOYAmt
Cash EOYFMV$299,751CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,960,714SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,208,854SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,208,854SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,790,939CorporateStockBOYAmt
Corporate Stock EOY$1,858,392CorporateStockEOYAmt
Corporate Stock EOYFMV$2,294,183CorporateStockEOYFMVAmt
Other Investments BOY$37,654,964OtherInvestmentsBOYAmt
Other Investments EOY$37,474,986OtherInvestmentsEOYAmt
Other Investments EOYFMV$60,834,678OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$274,873OtherAssetsEOYAmt
Other Assets EOYFMV$274,873OtherAssetsEOYFMVAmt
Total Assets BOY$42,869,719TotalAssetsBOYAmt
Total Assets EOY$43,116,856TotalAssetsEOYAmt
Total Assets EOYFMV$66,912,339TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,817,460CapitalStockBOYAmt
Capital Stock EOY$5,817,460CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$37,052,259RetainedEarningBOYAmt
Retained Earning EOY$37,299,396RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$42,869,719TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$43,116,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$42,869,719TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$43,116,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$42,869,719TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,736ExcessRevenueOverExpensesAmt
Other Increases$274,873OtherIncreasesAmt
Subtotal$43,116,856SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$43,116,856TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - BMOP$8,611,422$8,516,204$95,218$95,218
PUBLICLY TRADED SECURITIES - US BANKP$11,404,962$9,543,663$1,861,299$1,861,299
CAPITAL GAINS DIVIDENDSP$213,937$213,937$213,937
FieldValueIRS element (for citing)
Capital Gain Net Income$2,170,454CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,956,517NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36,322InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36,322SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$36,322TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$79,877EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$79,877TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$43,555OverpaymentAmt
Applied To ES Tax$43,555AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.RENNEBOHMFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSTEVEN F SKOLASKIIndividualWithBooksNm
Phone6082741916PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15106 CONEY WESTON PLACEAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN F SKOLASKI
5106 CONEY WESTON PLACEMADISONWI53711PRESIDENT35.00$174,585$43,646$0
GARY L SCHAEFER
3028 STAMFORD PLACEMADISONWI53711VICE PRESIDENT3.00$10,000$0$0
CURTIS F HASTINGS
3636 LAKE MENDOTA DRIVEMADISONWI53705SECRETARY3.00$10,000$0$0
GARY J WOLTER
2628 WAUNONA WAYMADISONWI53713TREASURER3.00$10,000$0$0
MARY W GULBRANDSEN
1506 WOOD LANEMADISONWI53705ASSISTANT SECRETARY3.00$10,000$0$0
KIM M SPONEM
1709 LANDMARK DRIVECOTTAGE GROVEWI53527DIRECTOR3.00$7,500$0$0
NOBEL L WRAY
5209 KEVINS WAYMADISONWI53714DIRECTOR3.00$10,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
US BANK NA
ONE SOUTH PICKNEY STMADISONWI53703AGENCY FEES & INVESTMENT SERVICES$118,574
BMO HARRIS BANK NA
7801 MINERAL POINT RDMADISONWI53717AGENCY FEES & INVESTMENT SERVICES$57,017
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,748,920AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$385,325AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$59,134,245TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$59,134,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$887,014CashDeemedCharitableAmt
Net Vl Noncharitable Assets$58,247,231NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,912,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,912,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$36,322TaxBasedOnInvestmentIncomeAmt
Total Tax$36,322TotalTaxAmt
Distributable Before Adj$2,876,040DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,876,040DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,876,040DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,793,738ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,793,738QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,793,738AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,876,040DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$524,917ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$671,723ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$6,136ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,202,776TotalExcessDistributionCyovAmt
Qualifying Distributions$2,793,738QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,793,738AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$82,302ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$82,302ExcessDistributionCyovAppCYAmt
Total Corpus$1,120,474TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$442,615ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$677,859ExcessDistriCyovToNextYrAmt
Excess From Year4$671,723ExcessFromYear4Amt
Excess From Year1$6,136ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN F SKOLASKIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5187AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53719ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6082741916RecipientPhoneNum
Form And Info And MaterialsA ONE PAGE LETTER DESCRIBING THE PROJECT AND SCOPE CAN BE MAILED TO THE ADDRESS SHOWN OR A GRANT APPLICATION CAN BE SUBMITTED ONLINE AT WWW.RENNEBOHMFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION MAKES GRANTS TO OPERATING 509(A)(1) AND 509(A)(2) ORGANIZATIONS OPERATING IN, AND FOR PROJECTS BENEFITING, THE GREATER MADISON COMMUNITY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESS COMMUNITY HEALTH CENTERS
2901 WEST BELTLINE HIGHWAY SUITE201MADISONWI53713N/APCDENTAL SERVICES$200,000
BIG BROTHERS BIG SISTERS
2059 ATWOOD AVEMADISONWI53704N/APCEDUCATION$45,000
CENTRO HISPANO OF DANE COUNTY
810 W BADGER RDMADISONWI53713N/APCEDUCATION$150,000
DANE COUNTY DEPARTMENT OF HUMAN SERVICES
1202 NORTHPORT DRMADISONWI53704N/ANCHOME VISITING$326,211
EDGEWOOD COLLEGE
1000 EDGEWOOD COLLEGE DRMADISONWI53711N/ANCEDUCATION$150,000
CHARLES HAMILTON HOUSTON LLC
PO BOX 620774MIDDLETONWI53562N/ANCEDUCATION$10,000
MADISON SCHOOL AND COMMUNITY RECREATION
3802 REGENT STREETMADISONWI53705N/APCEDUCATION$30,000
LITERACY NETWORK
701 DANE STREETMADISONWI53713N/APCEDUCATION$50,000
SIMPSON STREET PRESS
PO BOX 6307MONONAWI53716N/APCEDUCATION$30,000
MADISON COMMUNITY FOUNDATION
111 N FAIRCHILD ST SUITE 200MADISONWI53703N/APCCOUNSELING$50,000
MADISON CHILDREN'S MUSEUM
100 N HAMILTON STREETMADISONWI53703N/APCCOMMUNITY$50,000
MADISON COLLEGE FOUNDATION
3591 ANDERSON STREET SUITE 203AMADISONWI53740N/APCEDUCATION$50,000
MADISON METROPOLITAN SCHOOL DISTRICT
545 W DAYTON STREETMADISONWI53703N/APCEDUCATION$50,000
REACH DANE
2096 RED ARROW TRAILMADISONWI53711N/APCHOME VISITING$308,015
MENTORING POSITIVES
414 RETHKE AVENUEMADISONWI53704N/APCMENTAL HEALTH$50,000
MIRACLE LEAGUE OF DANE COUNTY
105 N HIGH POINT ROADMADISONWI53717N/APCCOMMUNITY$50,000
OMEGA SCHOOL
835 W BADGER ROADMADISONWI53713N/APCEDUCATION$50,000
DISTRICT COUNCIL OF MADISON SOCIETY OF ST VINCENT DE PAUL
2033 FISH HATCHERY ROADMADISONWI53725N/APCPHARMACY$60,000
UNITED WAY OF DANE COUNTY
2059 ATWOOD AVEMADISONWI53704N/APCHOUSING$229,855
URBAN LEAGUE OF GREATER MADISON
2222 S PARK ST SUITE 200MADISONWI53713N/APCCAREER DEVELOPMENT$50,000
RISE COMMUNITY PARTNERSHIP
1334 DEWEY COURTMADISONWI53703N/APCMENTAL HEALTH$90,000
UW MADISON NURSING
701 HIGHLAND AVEMADISONWI53705N/APCEDUCATION$200,000
DANE WORKFORCE HOUSING FUND
550 W WASHINGTON AVENUEMADISONWI53703N/APCHOUSING$274,873
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,553,954TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$893,120ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,192,957ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,086,077ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,086,077TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT OF THE FINANCIAL STMNTS/PREPARATION OF FORM 990-PF & OTHER TAX FORMS$15,000$0$0$15,000
ACCOUNTING FEES$2,949$0$0$2,949

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBMO HARRIS BANK N.A. - STOCKSStockNm
EOY Book Value$1,858,392EOYBookValueAmt
EOYFMV$2,294,183EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
U.S. BANK N.A. - COMMON STOCKS AND MUTUAL FUNDSAT COST$25,893,857$48,522,813
BMO HARRIS BANK N.A. - BONDSAT COST$11,312,193$12,054,689
SHEPHERD INVESTMENTS INTERNATIONAL, LTDAT COST$57,721$67,361
BMO MUTUAL FUNDS FIXED INCOME IIAT COST$211,215$189,815

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$15,835LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$15,835DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENT - DANE WORKFORCE HOUSING FUNDDesc
EOY Book Value$274,873EOYBookValueAmt
EOYFMV$274,873EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE & INTERNET$714$0$0$714
OFFICE EXPENSES$1,992$0$0$1,992
MISCELLANEOUS$8$0$0$8

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENT - DWHFDesc
Amt$274,873Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AGENCY FEES AND INVESTMENT MANAGEMENT SERVICES$175,591$175,591$0$0
PROFIT SHARING PLAN ADMINISTRATION$5,432$0$0$5,432
WEB DESIGN & CONSULTING$361$0$0$361

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$26,000$0$0$0
PAYROLL TAXES$11,987$4,518$0$7,469

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