OSCAR RENNEBOHM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR RENNEBOHM FOUNDATION (EIN 39-6039252)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-09
- IRS object ID
- 202001619349100405
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-09T09:08:00-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391203191 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SVA CERTIFIED PUBLIC ACCTS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 JOHN Q HAMMONS DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396039252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OSCAR RENNEBOHM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSCA | BusinessNameControlTxt |
| Phone | 6082741916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5187 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN F SKOLASKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6082741916 | PhoneNum |
| Signature | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIRSTEN HOUGHTON | PreparerPersonNm |
| PTIN | P01273230 | PTIN |
| Phone | 6088318181 | PhoneNum |
| Preparation | 2020-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $60,735,794 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,117,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,125,404 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,044,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,929,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,090,497 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,982 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,982 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,182,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,235,883 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,085 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,646 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $183,439 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,514 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,122 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $45,392 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $944 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $944 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $222,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,914 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,911 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,096 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,996 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,732 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,732 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,564 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $595,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $307,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,497,424 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,497,424 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,093,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,804,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$911,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,987,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $620,509 | CashBOYAmt |
| Cash EOY | $463,102 | CashEOYAmt |
| Cash EOYFMV | $463,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,827,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,960,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,960,714 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,708,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,790,939 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,241,769 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $38,624,242 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,654,964 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,070,209 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,781,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,869,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,735,794 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,817,460 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,817,460 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,963,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,052,259 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,781,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,869,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,781,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,869,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,781,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$911,375 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,869,719 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,869,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - U.S. BANK | $4,619,761 | $3,895,712 | $724,049 | $724,049 | |
| PUBLICLY TRADED SECURITIES - BMO HARRIS BANK | $5,981,286 | $5,943,751 | $37,535 | $37,535 | |
| CAPITAL GAINS DIVIDENDS | $328,913 | $328,913 | $328,913 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,090,497 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,732,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $57,432,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,633,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $55,331,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047597 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,209,421 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,692,833 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062086 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,170,657 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,722,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057941 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,056,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $55,773,345 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054809 | DistributionYr5Rt |
| Total Distribution | 0.270016 | TotalDistributionRt |
| Average Distribution | 0.054003 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,764,155 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,065,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,871 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,085,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,804,602 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,742 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,619 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,619 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,877 | OverpaymentAmt |
| Applied To ES Tax | $13,877 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RENNEBOHMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STEVEN F SKOLASKI | IndividualWithBooksNm |
| Phone | 6082741916 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5106 CONEY WESTON PLACE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN F SKOLASKI | ||||||||
| 5106 CONEY WESTON PLACE | MADISON | WI | 53711 | PRESIDENT | 35.00 | $174,585 | $43,646 | $0 |
| GARY L SCHAEFER | ||||||||
| 3028 STAMFORD PLACE | MADISON | WI | 53711 | VICE PRESIDENT | 3.00 | $10,000 | $0 | $0 |
| CURTIS F HASTINGS | ||||||||
| 3636 LAKE MENDOTA DRIVE | MADISON | WI | 53705 | SECRETARY | 3.00 | $10,000 | $0 | $0 |
| GARY J WOLTER | ||||||||
| 2628 WAUNONA WAY | MADISON | WI | 53713 | TREASURER | 3.00 | $10,000 | $0 | $0 |
| MARY W GULBRANDSEN | ||||||||
| 1506 WOOD LANE | MADISON | WI | 53705 | ASSISTANT TREASURER | 3.00 | $10,000 | $0 | $0 |
| KIM M SPONEM | ||||||||
| 1709 LANDMARK DRIVE | COTTAGE GROVE | WI | 53527 | ASSISTANT SECRETARY | 3.00 | $2,500 | $0 | $0 |
| NOBEL L WRAY | ||||||||
| 5209 KEVINS WAY | MADISON | WI | 53714 | ASSISTANT SECRETARY | 3.00 | $5,000 | $0 | $0 |
| PATRICK E COYLE | ||||||||
| 3494 SABAKA TRAIL | VERONA | WI | 53593 | DIRECTOR | 3.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US BANK NA | |||||
| ONE SOUTH PICKNEY ST | MADISON | WI | 53703 | AGENCY FEES & INVESTMENT SERVICES | $130,617 |
| BMO HARRIS BANK NA | |||||
| 7801 MINERAL POINT RD | MADISON | WI | 53717 | AGENCY FEES & INVESTMENT SERVICES | $54,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,298,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $329,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,628,584 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,628,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $864,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,764,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,838,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,838,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,742 | TotalTaxAmt |
| Distributable Before Adj | $2,798,466 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,798,466 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,798,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,804,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,804,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,804,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,798,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $326,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $524,917 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $671,723 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,523,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,804,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,798,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,136 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,529,427 | 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 | $326,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,202,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $524,917 | ExcessFromYear4Amt |
| Excess From Year3 | $671,723 | ExcessFromYear3Amt |
| Excess From Current Year | $6,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN F SKOLASKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5187 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082741916 | RecipientPhoneNum |
| Form And Info And Materials | A ONE PAGE LETTER DESCRIBING THE PROJECT AND SCOPE CAN BE MAILED TO THE ADDRESS SHOWN OR A GRANT APPLICATION CAN BE SUBMITTED ONLINE AT WWW.RENNEBOHMFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO OPERATING 509(A)(1) AND 509(A)(2) ORGANIZATIONS OPERATING IN, AND FOR PROJECTS BENEFITING, THE GREATER MADISON COMMUNITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DANE COUNTY DEPARTMENT OF HUMAN SERVICES | ||||||||
| 1202 NORTHPORT DR | MADISON | WI | 53704 | N/A | NC | HOME VISITING | $598,876 | |
| ACCESS COMMUNITY HEALTH CENTERS | ||||||||
| 2901 WEST BELTLINE HIGHWAY SUITE | MADISON | WI | 53713 | N/A | PC | DENTAL SERVICES | $250,000 | 201 |
| UW MADISON SCHOOL OF MUSIC | ||||||||
| 35761 MOSSE HUMANITIES BUILDING | MADISON | WI | 53706 | N/A | NC | RENOVATION | $250,000 | |
| REACH DANE | ||||||||
| 2096 RED ARROW TRAIL | MADISON | WI | 53711 | N/A | PC | HOME VISITING | $167,000 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 53711 | N/A | NC | EDUCATION | $150,000 | |
| LITERACY NETWORK | ||||||||
| 701 DANE STREET | MADISON | WI | 53713 | N/A | PC | EDUCATION | $150,000 | |
| URBAN LEAGUE OF GREATER MADISON | ||||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | N/A | PC | CAREER DEVELOPMENT | $125,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | N/A | PC | HOUSING | $109,048 | |
| CENTRO HISPANO OF DANE COUNTY | ||||||||
| 810 W BADGER RD | MADISON | WI | 53713 | N/A | PC | EDUCATION | $100,000 | |
| UW MADISON HEALTHY MINDS | ||||||||
| 625 W WASHINGTON AVE | MADISON | WI | 53703 | N/A | PC | MENTAL HEALTH | $100,000 | |
| MADISON PARKS FOUNDATION | ||||||||
| 1402 WINGREA CREEK PARKWAY | MADISON | WI | 53715 | N/A | PC | RECREATION | $87,500 | |
| RISE COMMUNITY PARTNERSHIP | ||||||||
| 1334 DEWEY CT | MADISON | WI | 53703 | N/A | PC | MENTAL HEALTH | $80,000 | |
| LUTHERAN SOCIAL SERVICES | ||||||||
| 6737 W WASHINGTON ST SUITE 2275 | WEST ALLIS | WI | 53214 | N/A | PC | MENTAL HEALTH | $50,000 | |
| MADISON COMMUNITY FOUNDATION | ||||||||
| 111 N FAIRCHILD ST SUITE 200 | MADISON | WI | 53703 | N/A | PC | COUNSELING | $50,000 | |
| UW MADISON ODYSSEY PROJECT | ||||||||
| 21 NORTH PARK ST | MADISON | WI | 53715 | N/A | PC | EDUCATION | $50,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2059 ATWOOD AVE | MADISON | WI | 53704 | N/A | PC | EDUCATION | $45,000 | |
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| 2033 FISH HATCHERY RD | MADISON | WI | 53725 | N/A | PC | PHARMACY | $30,000 | |
| SUNSHINE PLACE | ||||||||
| 18 RICKEL RD | SUN PRAIRIE | WI | 53590 | N/A | PC | COUNSELING | $25,000 | |
| HOUSING INITIATIVES | ||||||||
| 1110 RUSKIN ST | MADISON | WI | 53704 | N/A | PC | HOUSING | $20,000 | |
| PUBLIC HEALTH MADISON AND DANE COUNTY | ||||||||
| 210 MARTIN LUTHER KING JR BLVD ROOM | MADISON | WI | 53703 | N/A | PC | HOME VISITING | $20,000 | 507 |
| SAFE HARBOR CHILD ADVOACY CENTER | ||||||||
| 2445 DARWIN RD | MADISON | WI | 53704 | N/A | PC | MENTAL HEALTH | $15,000 | |
| RAPE CRISIS CENTER | ||||||||
| 2801 COHO ST SUITE 301 | MADISON | WI | 53713 | N/A | PC | COUNSELING | $10,000 | |
| UW MADISON NURSING | ||||||||
| 701 HIGHLAND AVE | MADISON | WI | 53705 | N/A | PC | EDUCATION | $10,000 | |
| GRACE EPISCOPAL CHURCH | ||||||||
| 116 W WASHINGTON AVE | MADISON | WI | 53703 | N/A | NC | SHELTER | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,497,424 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,117,500 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,044,523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,182,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,182,005 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT OF THE FINANCIAL STMNTS/PREPARATION OF FORM 990-PF & OTHER TAX FORMS | CategoryTxt |
| Amt | $16,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BMO HARRIS BANK N.A. - STOCKS | StockNm |
| EOY Book Value | $1,790,939 | EOYBookValueAmt |
| EOYFMV | $2,241,769 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| U.S. BANK N.A. - COMMON STOCKS AND MUTUAL FUNDS | AT COST | $26,227,636 | $43,337,212 |
| BMO HARRIS BANK N.A. - BONDS | AT COST | $11,163,531 | $11,486,625 |
| SHEPHERD INVESTMENTS INTERNATIONAL, LTD | AT COST | $57,713 | $68,621 |
| BMO MUTUAL FUNDS FIXED INCOME II | AT COST | $206,084 | $177,751 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $944 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $944 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE & INTERNET | $695 | $0 | $0 | $695 |
| OFFICE EXPENSES | $869 | $0 | $0 | $869 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BMO NONCASH ASSET CHANGES | $237 | $237 | $0 |
| U.S. BANK NONCASH ASSET CHANGES | $19,490 | $19,490 | $0 |
| BMO MISCELLANEOUS INCOME | $255 | $255 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AGENCY FEES AND INVESTMENT MANAGEMENT SERVICES | $185,574 | $185,574 | $0 | $0 |
| EARLY CHILDHOOD CONSULTING | $20,894 | $0 | $0 | $20,894 |
| PROFIT SHARING PLAN ADMINISTRATION | $5,357 | $1,340 | $0 | $4,017 |
| WEB DESIGN & CONSULTING | $11,000 | $0 | $0 | $11,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $40,000 | $0 | $0 | $0 |
| PAYROLL TAXES | $11,689 | $2,693 | $0 | $8,996 |
| FOREIGN TAXES | $403 | $403 | $0 | $0 |
Comments