REIMAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202043169349100929
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T09:14:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 Wisconsin 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy G Hildebrandt | PreparerPersonNm |
| PTIN | P00612067 | PTIN |
| Phone | 2626964455 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.52.214.62 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 09:14:06 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 28ABD7CA31576C2498B77F591A5CEA91EAC6E3D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0A176CA100DDA1DA7CB502F07266012C3A0075C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,058,884 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500,452 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $676,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $676,600 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $676,600 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$760,636 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $608,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,802,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $467,571 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $469,691 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,785,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,613,862 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $676,600 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,934,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,812,354 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,121,780 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,934,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,812,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,121,780 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,069,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,069,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,003,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,812,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,121,780 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,069,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,218,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,032,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,399,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,399,739 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $68,250,676 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,659,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,659,145 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $72,283,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,058,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,058,884 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,969,413 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,494,413 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,969,413 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,494,413 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $171,285,914 | CapitalStockBOYAmt |
| Capital Stock EOY | $171,285,914 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$100,971,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$103,721,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,314,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,564,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,283,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,058,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,314,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,218,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,468,540 | OtherIncreasesAmt |
| Subtotal | $67,564,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,564,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (91 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| Short Term Loss from Boulder Ventures VI LLC EIN 46-3860105 | 2019-01-01 | 2019-12-31 | $17,682 | -$17,682 | -$17,682 | ||
| Long Term Loss From Boulder Ventures VI LP EIN 46-3860105 | 2017-01-01 | 2019-12-31 | $122,944 | -$122,944 | -$122,944 | $0 | |
| Long Term Gain Arbor Venture Partners II LLC | 2017-01-01 | 2019-12-31 | $2,183 | $2,183 | $2,183 | ||
| Long Term Gain Asean China Investment Fund (US) III LP EIN 47-3951973 | 2019-01-01 | 2019-12-31 | $30,345 | $30,345 | $30,345 | ||
| Long Term Loss Boulder Ventures V LP EIN 01-0893942 | 2017-01-01 | 2019-12-31 | $36,191 | -$36,191 | -$36,191 | $0 | |
| Long Term Loss Camcor Energy Fund VII-B LP | 2017-01-01 | 2019-12-31 | $14,398 | -$14,398 | -$14,398 | ||
| Short Term Gain Edison Partners VIII LP EIN 47-3632002 | 2019-01-01 | 2019-12-31 | $4,183 | $4,183 | $4,183 | ||
| Long Term Loss Edison Partners VIII LP EIN 47-3632002 | 2017-01-01 | 2019-12-31 | $5,889 | -$5,889 | -$5,889 | ||
| Long Term Gain Firstmark Capital I (P) LP | 2017-01-01 | 2019-12-31 | $2,343 | $2,343 | $2,343 | ||
| 7,989.000 shs Pinterest Inc | 2013-10-23 | 2019-10-15 | $37,519 | $165,794 | $165,794 | $203,313 | |
| 51,086.000 shs Pinterest Inc | 2011-10-03 | 2019-10-15 | $5,397 | $1,294,792 | $1,294,792 | $1,300,189 | |
| 142.000 shs Pinterest Inc | 2013-10-23 | 2019-10-31 | $667 | $2,952 | $2,952 | $3,619 | |
| Long Term Loss Firstmark Capital I LP EIN 56-2513114 | 2017-01-01 | 2019-12-31 | $50,547 | -$50,547 | -$50,547 | ||
| Short Term Gain Firstmark Capital II LO | 2019-01-01 | 2019-12-31 | $142 | $142 | $142 | ||
| Long Term Gain Firstmark Capital II LP EIN 80-0514709 | 2017-01-01 | 2019-12-31 | $37,219 | $37,219 | $37,219 | ||
| Long Term Loss Firstmark Capital III LP EIN 35-2488368 | 2017-01-01 | 2019-12-31 | $14,292 | -$14,292 | -$14,292 | ||
| Long Term Gain FFC Partners II, L.P. EIN 06-1559367 | 2017-01-01 | 2019-12-31 | $217 | $217 | $217 | ||
| Long Term Loss FFC Partners III-B EIN 46-3628033 | 2017-01-01 | 2019-12-31 | $7,189 | -$7,189 | -$7,189 | ||
| Short Term Gain Harbert Growth Partners IV LP EIN 47-3453156 | 2019-01-01 | 2019-12-31 | $3,402 | $3,402 | $3,402 | ||
| Long Term Gain Harbert Growth Partners IV LP | 2017-01-01 | 2019-12-31 | $38,283 | $38,283 | $38,283 | ||
| Long Term Loss IDG Ventures SF L.P. | 2017-01-01 | 2019-12-31 | $113,885 | -$113,885 | -$113,885 | ||
| Short Term Loss Kayne Anderson Midstream Institutional Fund LP | 2019-01-01 | 2019-12-31 | $197,938 | -$197,938 | -$197,938 | ||
| Long Term Loss Kayne Anderson Midstream Institutional Fund , LP EIN | 2017-01-01 | 2019-12-31 | $248,601 | -$248,601 | -$248,601 | ||
| Long Term Gain Kayne Anderson Real Estate Partners IV LP EIN 30-0837879 | 2017-01-01 | 2019-12-31 | $99,913 | $99,913 | $99,913 | ||
| Long Term Gain Kayne Newroad Ventures Fund II LP | 2017-01-01 | 2019-12-31 | $18,066 | $18,066 | $18,066 | ||
| Long Term Loss Longitude Venture Partners LP | 2017-01-01 | 2019-12-31 | $53,437 | -$53,437 | -$53,437 | ||
| Short Term Loss Longitude Venture Partners III LP EIN 32-0493450 | 2019-01-01 | 2019-12-31 | $588 | -$588 | -$588 | ||
| Short Term Loss Madryn Health Partners LP | 2019-01-01 | 2019-12-31 | $725 | -$725 | -$725 | ||
| Long Term Gain Mason Wells Buyout Fund II Limited Partnership | 2017-01-01 | 2019-12-31 | $1,987 | $1,987 | $1,987 | ||
| Long Term Gain Meritage Private Equity Fund II, LP EIN 84-1590967 | 2017-01-01 | 2019-12-31 | $5 | $5 | $5 | ||
| Short Term Loss Monroe Capital Private Credit Fund II EIN 47-2401253 | 2019-01-01 | 2019-12-31 | $484 | -$484 | -$484 | ||
| Long Term Loss Monroe Capital Private Credit Fund II EIN 47-2401253 | 2017-01-01 | 2019-12-31 | $427 | -$427 | -$427 | ||
| Long Term Loss Monroe Capital Private Credit Fund III EIN 82-1737205 | 2017-01-01 | 2019-12-31 | $57 | $57 | $57 | ||
| Short Term Loss Monroe Capital Private Credit Fund III EIN 82-1737205 | 2019-01-01 | 2019-12-31 | $11,983 | -$11,983 | -$11,983 | ||
| Short Term Loss NV Partners IV LP EIN 76-0815601 | 2019-01-01 | 2019-12-31 | $946 | -$946 | -$946 | ||
| Long Term Gain NV Partners IV LP EIN 76-0815601 | 2017-01-01 | 2019-12-31 | $5,199 | $5,199 | $5,199 | ||
| Long Term Gain Peloton Equity I LP EIN 47-1424493 | 2017-01-01 | 2019-12-31 | $143,855 | $143,855 | $143,855 | ||
| Phoenix Asia Real Estate Investment Fund V (A) LP | 2017-01-01 | 2019-12-31 | $21,269 | $21,269 | $21,269 | ||
| Long Term Loss Telegraph Hill Partners II LP EIN 20-2608235 | 2017-01-01 | 2019-12-31 | $36,199 | -$36,199 | -$36,199 | ||
| Long Term Loss Telegraph Hill Partners III EIN 35-2451872 | 2017-01-01 | 2019-12-31 | $9,471 | -$9,471 | -$9,471 | ||
| Long Term Loss on Liquidation Longitude Venture Partners LP | 2007-01-01 | 2019-12-31 | $58,478 | -$58,478 | -$58,478 | ||
| Long Term Loss on Liquidation NGP Energy Technology Partners LP | 2010-01-01 | 2019-12-31 | $1,259 | -$1,259 | -$1,259 | ||
| Long Term Gain on Liquidation MLG HR Crossroads Investments LLC | 2012-01-01 | 2019-12-31 | $13 | $13 | $13 | ||
| Long Term Gain on Liquidation MLG HR Presidio LLC | 2013-01-01 | 2019-12-31 | $4 | $4 | $4 | ||
| Long Term Gain FFC Partners III B | 2014-01-01 | 2019-12-31 | $7,569 | $7,569 | $7,569 | ||
| Long Term Gain on Liquidation ODP Rock Spring LLC | 2012-01-01 | 2019-12-31 | $1,345 | $1,345 | $1,345 | ||
| Long Term Gain on Liquidation Opus VII | 2007-01-01 | 2019-12-31 | $21,659 | $21,659 | $21,659 | ||
| 1231 Loss BrLend LLC EIN 45-2751043 | 2017-01-01 | 2019-12-31 | $152,180 | -$152,180 | -$152,180 | ||
| 1231 Loss Founders Properties Income Fund II LLLP EIN 80-0810813 | 2017-01-01 | 2019-12-31 | $5,711 | -$5,711 | -$5,711 | ||
| 1231 Gain Founders Properties Income Fund III LLLP | 2017-01-01 | 2019-12-31 | $87,569 | $87,569 | $87,569 | ||
| 1231 Gain Fourpoint Holdings LLC | 2017-01-01 | 2019-12-31 | $177 | $177 | $177 | ||
| 1231 Loss Kayne Midstream Institutional Fund LP | 2017-01-01 | 2019-12-31 | $22,122 | -$22,122 | -$22,122 | ||
| 1231 Loss Kayne New Road Ventures Fund II | 2017-01-01 | 2019-12-31 | $198 | -$198 | -$198 | ||
| 1231 Loss Meritage Investors(Smart Sky Networks) | 2017-01-01 | 2019-12-31 | $366 | -$366 | -$366 | ||
| 1231 Loss Monroe Capital Private Credit Fund II LP | 2017-01-01 | 2019-12-31 | $1,098 | -$1,098 | -$1,098 | ||
| 1231 Loss Monroe Capital Private Credit Fund III LP | 2017-01-01 | 2019-12-31 | $683 | -$683 | -$683 | ||
| 1231 Gain Opus Real Estate Partners VII LP | 2007-01-01 | 2019-12-31 | $910 | $910 | $910 | ||
| 1231 Gain Opus Real Estate Partners VIII LP | 2007-01-01 | 2019-12-31 | $11,568 | $11,568 | $11,568 | ||
| 1231 Loss RP Legends Place LP | 2013-01-01 | 2019-12-31 | $1,577 | -$1,577 | -$1,577 | ||
| 1256 Short Term Loss PRT Strategic UUPC 001 39103 | 2019-01-01 | 2019-12-31 | $42,287 | -$42,287 | -$42,287 | ||
| 1256 Long Term Loss PRT Strategic UUPC 001 39103 | 2017-01-01 | 2019-12-31 | $63,430 | -$63,430 | -$63,430 | ||
| 1256 Short Term Loss RJ Obrien Account Trend Following | 2019-01-01 | 2019-12-31 | $6,218 | -$6,218 | -$6,218 | ||
| 1256 Short Term Loss RJ Obrien Account Trend Following | 2017-01-01 | 2019-12-31 | $9,327 | -$9,327 | -$9,327 | ||
| Long Term Loss The Energy & Minerals Group Fund III LP | 2017-01-01 | 2019-12-31 | $3,002 | -$3,002 | -$3,002 | ||
| Short Term Loss Farallon Capital Institutional Partners LP | 2019-01-01 | 2019-12-31 | $13,925 | -$13,925 | -$13,925 | ||
| Long Term Gain Farallon Capital Institutional Fund LP | 2017-01-01 | 2019-12-31 | $17,631 | $17,631 | $17,631 | ||
| Short Term Gain Mountaingate Capital Fund I LP | 2019-01-01 | 2019-12-31 | $72 | $72 | $72 | ||
| Long Term Gain Mountaingate Capital Fund I | 2017-01-01 | 2019-12-31 | $134,011 | $134,011 | $134,011 | ||
| Short Term Gaim NGP Natural Resources X LP | 2019-01-01 | 2019-12-31 | $11 | $11 | $11 | ||
| Long Term Gain NGP Natural Resources X LP | 2017-01-01 | 2019-12-31 | $8,520 | $8,520 | $8,520 | ||
| Short Term Loss NGP Natural Resources XI LP | 2019-01-01 | 2019-12-31 | $309 | -$309 | -$309 | ||
| Long Term Gain NGP Natural Resources XI LP | 2017-01-01 | 2019-12-31 | $9,388 | $9,388 | $9,388 | ||
| Short Term Gain NGP Midstream & Resources LP | 2019-01-01 | 2019-12-31 | $56 | $56 | $56 | ||
| Long Term Gain NGP Midstream & Resources LP | 2017-01-01 | 2019-12-31 | $216,476 | $216,476 | $216,476 | ||
| Short Term Loss Riverside Strategic Capital Fund I A LP | 2019-01-01 | 2019-12-31 | $40,981 | -$40,981 | -$40,981 | ||
| Long Term Loss Riverside Strategic Capital Fund I A LP | 2017-01-01 | 2019-12-31 | $57,898 | -$57,898 | -$57,898 | ||
| Short Term Loss Royalton Capital Investor II | 2019-01-01 | 2019-12-31 | $2,737 | -$2,737 | -$2,737 | ||
| Long Term Loss Royalton Capital Investors II LP | 2017-01-01 | 2019-12-31 | $416,958 | -$416,958 | -$416,958 | ||
| Long Term Loss W Capital Partners II LP | 2017-01-01 | 2019-12-31 | $22,492 | -$22,492 | -$22,492 | ||
| 1.000 EMG Iron Ore HoldCo LP | 2015-07-21 | 2019-05-15 | $408,266 | $698,305 | $698,305 | $1,106,571 | |
| 1.000 Trend Following | 2012-07-25 | 2019-03-19 | $911,414 | -$909,374 | -$909,374 | $2,040 | |
| 13,957.000 Chesapeake Energy Corporation | 2014-11-07 | 2019-01-24 | $20,624 | -$12,363 | -$12,363 | $8,261 | |
| 11,869.000 Chesapeake Energy Corporation | 2015-07-15 | 2019-12-04 | $18,278 | -$11,253 | -$11,253 | $7,025 | |
| 5,675.000 Chesapeake Energy Corporation | 2016-12-16 | 2019-12-04 | $16,565 | -$13,206 | -$13,206 | $3,359 | |
| Long Term Gain Phoenix Asia Real Estate Investment Fund III | 2007-06-04 | 2019-11-27 | $148,555 | $148,555 | $148,555 | ||
| 1231 Loss Energy & Minerals Group Fund III LP | 2017-01-01 | 2019-12-31 | $49,521 | -$49,521 | -$49,521 | ||
| 1231 Gain FP Permian Holdings LLC | 2017-01-01 | 2019-12-31 | $1,251 | $1,251 | $1,251 | ||
| 1231 Gain NGP Natural Resource X LLC | 2017-01-01 | 2019-12-31 | $10,562 | $10,562 | $10,562 | ||
| 1231 Gain NGP Natural Resources XI LLC | 2017-01-01 | 2019-12-31 | $10,219 | $10,219 | $10,219 | ||
| 1231 Gain NGP Midstream and Resources LLC | 2017-01-01 | 2019-12-31 | $785 | $785 | $785 | ||
| Long Term Gain Telegraph Partners II | 2017-01-01 | 2019-12-31 | $71,478 | $71,478 | $71,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $467,571 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$328,937 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,787,408 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,558,751 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095482 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,302,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $88,156,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.150897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,436,069 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $101,207,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,809,176 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $112,337,590 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.131827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,455,644 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $120,508,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111657 | DistributionYr5Rt |
| Total Distribution | 0.632501 | TotalDistributionRt |
| Average Distribution | 0.126500 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,091,741 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,878,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,878,605 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,069,357 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,214 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,214 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $72,214 | OverpaymentAmt |
| Applied To ES Tax | $72,214 | 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 | 0 | 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 | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CA | ForeignCountryCd |
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 | $77,739,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,541,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,280,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,280,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,189,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,091,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,904,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,904,587 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,904,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,904,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,904,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,069,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,069,357 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,069,357 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,904,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,495,285 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,839,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,375,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,895,453 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,801,295 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,407,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,069,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,904,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,164,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,572,337 | 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 | $7,495,285 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,077,052 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,839,855 | ExcessFromYear4Amt |
| Excess From Year3 | $9,375,679 | ExcessFromYear3Amt |
| Excess From Year2 | $8,895,453 | ExcessFromYear2Amt |
| Excess From Year1 | $3,801,295 | ExcessFromYear1Amt |
| Excess From Current Year | $1,164,770 | 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 (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Ace Scholarships | ||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | Ace Scholarships | $9,250 | |
| ACE Scholarships | ||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | ACE Scholarships | $300,000 | |
| ACE Scholarships | ||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | Ace Scholarships | $100,000 | |
| Aurora Health Care Foundation | ||||||||
| 2900 W Oklahoma Avenue Suite 506 | Milwaukee | WI | 53215 | None | PC | General Operations | $50,000 | |
| Boerner Botanical Gardens | ||||||||
| 9400 Boerner Drive | Hales Corners | WI | 53130 | None | PC | General Operations | $5,000 | |
| Camp Hometown Heroes | ||||||||
| 1000 Badger Circle | Grafton | WI | 53024 | None | PC | General Operations | $5,000 | |
| 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 | $1,656 | |
| 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 | $25,000 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $1,645 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $12,950 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $300,000 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $5,000 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $1,831 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $10,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornets Nest | $20,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $25,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $10,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operation's Hornet's Nest | $25,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $40,000 | |
| Cleveland Clinic | ||||||||
| 9500 Euclid Ave DV3 | Cleveland | OH | 44195 | None | PC | General Operations | $20,000 | |
| Colorado Golf Foundation | ||||||||
| 5990 Greenwood Plaza BLVD 102 | Greenwood Village | CO | 80111 | None | PC | General Operations | $25,000 | |
| Colorado Open Golf Foundation | ||||||||
| 20309 E 48th Place | Denver | CO | 80249 | None | PC | General Operations | $7,500 | |
| Developing Potental | ||||||||
| 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 | $1,000 | |
| Discovery World at Pier Wisconsin | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $10,000 | |
| Dumb Friends League | ||||||||
| 2080 S Quebec Street | Denver | CO | 802313298 | None | PC | General Operations | $20,000 | |
| Emory University | ||||||||
| 1715 North Decatur Road | Atlanta | GA | 30322 | None | PC | General Operations | $200,000 | |
| Energy and Mineral Group Fund III LP | ||||||||
| 2000 Mckinney Avenue Suite 1250 | Dallas | TX | 75201 | None | PC | General Operations | $14 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General 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 | |
| FourPoint Holdings LLC | ||||||||
| 100 St Paul Street Suite 400 | Denver | CO | 80206 | None | PC | General Operations | $21 | |
| 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 | |
| Holton Community Hospital | ||||||||
| 1110 Columbine Drive | Holton | KS | 66436 | None | PC | General Operations | $10,000 | |
| Iowa Barn Foundation | ||||||||
| PO Box 436 | Nevada | IA | 50201 | None | PC | General Operations | $5,000 | |
| Iowa State University Foundation | ||||||||
| 1407 University Boulevard | Ames | IA | 500101100 | None | PC | Reiman Gardens | $20,000 | |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $232,834 | 2230 |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $181,226 | 2230 |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $190,052 | 2230 |
| Kayne Anderson Midstream Institutional Fund LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $87 | |
| Kayne NewRoad Ventures Fund II LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | pc | General Operations | $7 | |
| Kayne Partners Fund IV (QP) LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $12 | |
| Keep Iowa Beautiful | ||||||||
| 300 East Locust Street Suite 100 | Des Moines | IA | 50309 | None | PC | General Operations | $60,000 | |
| Kyle's Korner | ||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | Computer Purchase | $1,000 | |
| Kyle's Korner | ||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | General Operations | $1,100 | |
| Kyle's Korner | ||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | General Operations | $756 | |
| Lee's Summitt Education Foundation | ||||||||
| 301 NE Tudor Road | Lees Summit | MO | 64086 | None | PC | General Operations | $50,000 | |
| Lou Warobicks Junior Golf Foundation | ||||||||
| 11350 West Theodore Trecker Way | Milwaukee | WI | 53214 | None | PC | General Operations Scholarships | $500 | |
| Milwaukee Historical Society | ||||||||
| 910 N Old World Third Street | Milwaukee | WI | 53208 | None | PC | General Operations | $700 | |
| NGP Midstream & Resources LP | ||||||||
| 2000 McKinney Avenue Suite 1250 | Dallas | TX | 75201 | None | General Operations | $43 | ||
| NGP Natural Resources X LP | ||||||||
| 5221 N OConnor Blvd Suite 1100 | Irving | TX | 75039 | None | pc | General Operations | $8 | |
| NGP Natural Resources XI LP | ||||||||
| 5221 N OConnor Boulevard Suite 1100 | Irving | TX | 75039 | None | PC | General Operations | $15 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operations | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operations | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operation | $20,000 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | General Operations | $20,000 | |
| Powell Gardens | ||||||||
| 1609 NW US Highway 50 | Kingsville | MO | 64061 | None | PC | General Operations | $10,000 | |
| RAFT Colorado | ||||||||
| 3827 Steele Street Unit C | Denver | CO | 80205 | None | PC | General Operations | $1,500 | |
| 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 | |
| Stanley BPS | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $30,000 | |
| Stanley BPS | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $30,000 | |
| Take Note Colorado | ||||||||
| 1727 Tremont Place | Denver | CO | 80202 | None | PC | General Operations | $4,150 | |
| The FarmHouse Foundation | ||||||||
| 7306 NW Tiffany Springs Parkway | Kansas City | MO | 64153 | None | EOF | General Operations | $50,000 | Suite 210 |
| 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 Pat Summitt Foundation | ||||||||
| 520 WSummit Hill Drive Suite 1101 | Knoxville | TN | 37902 | None | PC | General Operations | $5,000 | |
| The Woodson Center | ||||||||
| 1625 K Street NW Suite 1200 | Washington | DC | 20006 | None | PC | General Operations | $10,000 | |
| 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 | |
| University of Denver | ||||||||
| 2190 E Asbury Avenue | Denver | CO | 80208 | None | PC | Margery Reed Building Renovation Fund | $25,000 | |
| University of Denver | ||||||||
| 2199 E Montview Blvd Suite 122 | Aurora | CO | 80210 | None | PC | General Operations | $30,000 | |
| 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 | $34,375 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $11,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $11,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $11,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,375 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $11,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $11,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $14,375 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $11,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $11,875 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,375 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,069,357 | 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 | $676,600 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$760,636 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $608,197 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd |
|---|---|---|
| Other Portfolio Income | 523000 | |
| Rental Real Estate | 900001 | |
| Ordinary Income | 900001 | |
| Unrealized Appreciation | 03 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $524,161 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $524,161 | 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 | $250,226 | Yes (X) |
| Roberta M Reiman | ||||||
| 2 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $250,226 | Yes (X) |
| Terrin Riemer | ||||||
| 3 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $1,000,000 | 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 | $69,659,145 | BookValueAmt |
| EOYFMV | $69,659,145 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Advisory Fees | $1,525,391 | $1,310,391 | $215,000 | $0 |
| Interest Expense | $227,055 | $77,531 | $149,524 | $0 |
| Other Expenses From Line 13 | $388,374 | $388,374 | $0 | $0 |
| Foreign Taxes Paid | $8,318 | $8,318 | $0 | $0 |
| Line 1 Losses | $388,302 | $0 | $388,302 | $0 |
| Royalty Expenses | $27,740 | $27,740 | $0 | $0 |
| Depletion Expense | $250,785 | $0 | $250,785 | $0 |
| Lines 2 and 3 Rental Losses | $0 | -$760,636 | $0 | $0 |
| Intangible Drilling Costs | $357,533 | $0 | $357,533 | $0 |
| Losses from Pass Thru Rentals | $760,636 | $760,636 | $760,636 | $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 | $0 | $10,588 | $0 |
| Royalty Income | $0 | $123,340 | $0 |
| Other Income Line 11E | $0 | $82,040 | $0 |
| Other Income Line 11f | $0 | $253,723 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Income | Desc |
| Amt | $3,468,540 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $1,969,413 | BOYBookValueAmt |
| EOY Book Value | $4,494,413 | EOYBookValueAmt |
Comments