REIMAN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201943179349101624
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T13:18:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | PersonTitleTxt |
| Phone | 2626964455 | PhoneNum |
| Signature | 2019-11-13 | 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 | 2019-11-13 | IPDt |
| IP Tm | 13:19:57 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 28ABD7CA31576C2498B77F591A5CEA91EAC6E3D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 28ABD7CA31576C2498B77F591A5CEA91EAC6E3D5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,283,586 | 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 | $763,848 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $605,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $602,919 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,444 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$92,206 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $356,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,547,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $356,010 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,792,559 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $310,725 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,534,131 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,517,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,269,654 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,536,575 | 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 | $3,659,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,224,521 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,527,555 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,659,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,224,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,527,555 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,787,408 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,787,408 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,447,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,224,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,527,555 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,787,408 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,929,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,020 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,836,307 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,032,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,032,910 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $75,876,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,250,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,250,676 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,713,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,283,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,283,586 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,469,413 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,969,413 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,469,413 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,969,413 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$93,042,243 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$100,971,741 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,243,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,314,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,713,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,283,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,243,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,929,498 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $70,314,173 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,314,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Short Term Gain Boulder Ventures VI LLC EIN 46-3860105 | P | 2018-01-01 | 2018-12-31 | $1,128 | $1,128 | $1,128 | |
| Short Term Gain Energy & Mineral Fund Group III EIN 46-3816664 | P | 2018-01-01 | 2018-12-31 | $18 | $18 | $18 | |
| Short Term Loss Firstmark Capital II LLC EIN 80-0514709 | P | 2018-01-01 | 2018-12-31 | -$4,724 | -$4,724 | $4,724 | |
| Short Term Loss IDG Ventures SF LP EIN 26-1469465 | P | 2018-01-01 | 2018-12-31 | -$22 | -$22 | $22 | |
| Short Term Loss Kayne Anderson Midstream Institutional Fund LP EIN 26-388596 | P | 2018-01-01 | 2018-12-31 | -$40,018 | -$40,018 | $40,018 | |
| Short Term Gain Kayne Anderson New Road Ventures Fund II EIN 35-2539277 | P | 2018-01-01 | 2018-12-31 | $27 | $27 | $27 | |
| Short Term Gain Madryn Health Partners LLC EIN 47-4393565 | P | 2018-01-01 | 2018-12-31 | $2,158 | $2,158 | $2,158 | |
| Short Term Gain Meritage Private Equity Fund II EIN 84-1590967 | P | 2018-01-01 | 2018-12-31 | $3,356 | $3,356 | $3,356 | |
| Short Term Loss NGP Natural Resource XI EIN 47-1245315 | P | 2018-01-01 | 2018-12-31 | -$11 | -$11 | $11 | |
| Short Term Loss NV Partners IV LP EIN 76-0815601 | P | 2018-01-01 | 2018-12-31 | -$12,548 | -$12,548 | $12,548 | |
| 1256 Short Term Loss PRT Strategic Acct UUPC PC001 39103 | P | 2018-01-01 | 2018-12-31 | -$851,415 | -$851,415 | $851,415 | |
| 1256 Short Term Loss RJ Obrien Acct RT50 CHDSD 21525 Trend Following | P | 2018-01-01 | 2018-12-31 | -$172,499 | -$172,499 | $172,499 | |
| 1256 Short Term Gain Kayne Anderson Midstream International Fund | P | 2018-01-01 | 2018-12-31 | $439 | $439 | $439 | |
| 1256 Long Term Loss PRT Strategic ACCT UUPC 001 39103 | P | 2017-01-01 | 2018-12-31 | -$1,277,122 | -$1,277,122 | $1,277,122 | |
| 1256 Long term Loss RJ Obrien Acct # RT20 CHDSD 21525 Trend Following | P | 2017-01-01 | 2018-12-31 | -$258,749 | -$258,749 | $258,749 | |
| 1256 Long Term Gain Kayne Anderson Midstream Institutional Fund LP | P | 2017-01-01 | 2018-12-31 | $657 | $657 | $657 | |
| Long Term Gain AG Energy Credit Opportunities Holding LP EIN 98-1241146 | P | 2017-01-01 | 2018-12-31 | $10,039 | $10,039 | $10,039 | |
| Long Term Loss Argus Capital Partners II | P | 2017-01-01 | 2018-12-31 | -$22,358 | -$22,358 | $22,358 | |
| Long Term Loss Beacon Capital Strategic Partners IV LP EIN 74-3152909 | P | 2017-01-01 | 2018-12-31 | -$433,398 | -$433,398 | $433,398 | |
| Long Term Loss Beacon Capital Strategic Partners V LP EIN 03-0610280 | P | 2017-01-01 | 2018-12-31 | -$1,077,063 | -$1,077,063 | $1,077,063 | |
| Long Term Loss Boulder Ventures V EIN 01-0893942 | P | 2017-01-01 | 2018-12-31 | -$245,358 | -$245,358 | $245,358 | |
| Long Term Loss Camcor Energy Fund VII | P | 2017-01-01 | 2018-12-31 | -$34,325 | -$34,325 | $34,325 | |
| Long Term Gain Energy & Minerals Group Fund III LP EIN 46-3816664 | P | 2017-01-01 | 2018-12-31 | $3,076 | $3,076 | $3,076 | |
| Long Term Gain Farallon Capital Institutional Partners EIN 94-3106323 | P | 2017-01-01 | 2018-12-31 | -$18,910 | -$18,910 | $18,910 | |
| Long Term Gain FirstMark Capital Partners I | P | 2017-01-01 | 2018-12-31 | $836,781 | $836,781 | $836,781 | |
| Long Term Loss FirstMark Capital II LP EIN 80-0514709 | P | 2017-01-01 | 2018-12-31 | -$39,098 | -$39,098 | $39,098 | |
| Long Term Loss FFC Partners II LP EIN 06-1559367 | P | 2017-01-01 | 2018-12-31 | -$56,148 | -$56,148 | $56,148 | |
| Long Term Loss FFC Partners III-B EIN 46-3628033 | P | 2017-01-01 | 2018-12-31 | -$1,863 | -$1,863 | $1,863 | |
| Long Term Loss Grandhaven Canada ULC | P | 2017-01-01 | 2018-12-31 | -$23,450 | -$23,450 | $23,450 | |
| Long Term Gain IDG Ventures SF LP EIN 26-1469465 | P | 2017-01-01 | 2018-12-31 | $42,626 | $42,626 | $42,626 | |
| 800.000 Shares Salesforce.com Inc from Merrill Lynch 1099 Acct # 6KR-02613 | P | 2011-08-31 | 2018-05-21 | $102,330 | $89,874 | $89,874 | $12,456 |
| Long Term Loss Kayne Anderson Midstream Instituional Fund LP EIN 26-3885960 | P | 2017-01-01 | 2018-12-31 | -$88,273 | -$88,273 | $88,273 | |
| Long Term Gain Kayne Anderson Real Estate Partners IV LP | P | 2017-01-01 | 2018-12-31 | $52,223 | $52,223 | $52,223 | |
| Long Term Gain Kayne NewROad Ventures Fund II LP | P | 2017-01-01 | 2018-12-31 | $947 | $947 | $947 | |
| Long Term Loss Longitude Venture Partners LP EIN 26-1166019 | P | 2017-01-01 | 2018-12-31 | -$73,019 | -$73,019 | $73,019 | |
| 1,905.000 shares Collegium Pharmaceutical Sold in Merrill Lynch Acct 6KR-026 | P | 2012-02-10 | 2018-03-14 | $50,512 | $39,471 | $39,471 | $11,041 |
| 1,905.000 shares Collegium Pharmaceutical Sold in Merrill Lynch Acct 6KR-026 | P | 2012-02-10 | 2018-05-22 | $48,639 | $37,598 | $37,598 | $11,041 |
| 680.000 shares Collegium Merrill Lynch 1099 6KR-02613 | P | 2012-02-10 | 2018-11-28 | $13,179 | $9,238 | $9,238 | $3,941 |
| 444.000 Shares Collegium Merrill Lynch 1099 Act 6KR-02613 | P | 2013-12-04 | 2018-11-29 | $8,583 | $5,019 | $5,019 | $3,564 |
| 220.000 Shares Collegium Pharmaceutical Merrill Lynch Acct 6KR-02613 | P | 2013-12-04 | 2018-12-03 | $4,208 | $2,104 | $2,104 | $2,104 |
| 40.000 Shares Collegium Pharmaceutical Merrill Lynch 1099 Acct 6KR-02613 | P | 2013-12-04 | 2018-12-04 | $735 | $352 | $352 | $383 |
| 521.000 Shares Collegium Pharmaceutical Merrill Lynch 1099 Acct 6KR-02613 | P | 2013-12-04 | 2018-12-06 | $10,075 | $5,092 | $5,092 | $4,983 |
| Long Term Gain MBHE Holdings LLC EIN 30-0879135 | P | 2017-01-01 | 2018-12-31 | $1,713 | $1,713 | $1,713 | |
| Long Term Gain on Final Liquidation MBHE Holdings LLC | P | 2017-01-01 | 2018-12-31 | $7,669 | $7,669 | $7,669 | |
| Long Term Loss Mason Wells Buyout Fund II EIN 20-1862952 | P | 2017-01-01 | 2018-12-31 | -$5,356 | -$5,356 | $5,356 | |
| Long Term Gain Meritage Private Equity Fund II EIN 84-1590967 | P | 2017-01-01 | 2018-12-31 | $39,324 | $39,324 | $39,324 | |
| Long Term Loss NGP Natural Resources X EIN 45-4110691 | P | 2017-01-01 | 2018-12-31 | -$2,388 | -$2,388 | $2,388 | |
| Long Term Gain NGP Natural Resources XI | P | 2017-01-01 | 2018-12-31 | $377 | $377 | $377 | |
| Long Term Gain NGP Energy Technology Partners EIN 55-0894793 | P | 2017-01-01 | 2018-12-31 | $287,744 | $287,744 | $287,744 | |
| Long Term Gain NGP Midstream & Resources EIN 20-8283524 | P | 2017-01-01 | 2018-12-31 | $189,979 | $189,979 | $189,979 | |
| Long Term Loss NV Partners IV EIN 76-0815601 | P | 2017-01-01 | 2018-12-31 | -$132,380 | -$132,380 | $132,380 | |
| Long Term Gain Phoenix Asia Real Estate Investment III | P | 2017-01-01 | 2018-12-31 | $24,049 | $24,049 | $24,049 | |
| Long Term Gain Phoenix Asia Real Estate Investment V | P | 2017-01-01 | 2018-12-31 | $26,028 | $26,028 | $26,028 | |
| Long Term Loss Royalton Capital Investors II | P | 2017-01-01 | 2018-12-31 | $59,569 | $59,569 | $59,569 | |
| Long Term Gain Structural Capital Investors II LP EIN 81-1517046 | P | 2017-01-01 | 2018-12-31 | $840 | $840 | $840 | |
| Long Term Gain Telegraph Hill Partners II EIN 20-2608235 | P | 2017-01-01 | 2018-12-31 | $270 | $270 | $270 | |
| Long Term Gain VSS Communication Partners IV | P | 2017-01-01 | 2018-12-31 | $123 | $123 | $123 | |
| Long Term loss W Capital Partners II LP | P | 2017-01-01 | 2018-12-31 | -$29,760 | -$29,760 | $29,760 | |
| Long Term Gain on Liquidation ODP Stockton | P | 2017-01-01 | 2018-12-31 | $15,654 | $15,654 | $15,654 | |
| Long Term Gain on Liquidation Natural Gas Partners VIII | P | 2017-01-01 | 2018-12-31 | $5,709 | $5,709 | $5,709 | |
| Long Term Loss NGP Energy Technology LP Loss on Liquidation | P | 2017-01-01 | 2018-12-31 | -$1,563 | -$1,563 | $1,563 | |
| Long Term Loss on Liquidation RECAP II | P | 2017-01-01 | 2018-12-31 | -$45,582 | -$45,582 | $45,582 | |
| Long Term Gain on Liquidation ODP Rock Spring LLC | P | 2017-01-01 | 2018-12-31 | $47,785 | $47,785 | $47,785 | |
| Long Term Gain On Liquidation VSS Communication Parallel Partners IV LP | P | 2017-01-01 | 2018-12-31 | $11,253 | $11,253 | $11,253 | |
| Long Term Loss on Liquidation Argus Capital Partners II | P | 2017-01-01 | 2018-12-31 | -$164,500 | -$164,500 | $164,500 | |
| 1231 Loss The Energy & Minerals Group III | P | 2017-01-01 | 2018-12-31 | -$905 | -$905 | $905 | |
| 1231 Gain Founders Properties Income Fund II LLLP | P | 2017-01-01 | 2018-12-31 | $21,702 | $21,702 | $21,702 | |
| 1231 Founders Propeties Income Fund III LLLP | P | 2017-01-01 | 2018-12-31 | $262,865 | $262,865 | $262,865 | |
| 1231 Kayne Anderson Midstream Institutional Fund | P | 2017-01-01 | 2018-12-31 | $3,974 | $3,974 | $3,974 | |
| 1231 Loss Meritage Investors Smartsky | P | 2017-01-01 | 2018-12-31 | -$599 | -$599 | $599 | |
| 1231 MLG HR Crossroads Investments LLC | P | 2017-01-01 | 2018-12-31 | $1,901,514 | $1,901,514 | $1,901,514 | |
| 1231 MLG HR Presidio Investments LLC | P | 2017-01-01 | 2018-12-31 | $495,575 | $495,575 | $495,575 | |
| 1231 Natural Gas Partners VIII LP | P | 2017-01-01 | 2018-12-31 | $6,136 | $6,136 | $6,136 | |
| 1231 Gain NGP Nattural Resources X | P | 2017-01-01 | 2018-12-31 | $7,831 | $7,831 | $7,831 | |
| 1231 Gain NGP Natural Resources XI | P | 2017-01-01 | 2018-12-31 | $7,155 | $7,155 | $7,155 | |
| 1231 NGP Midstream & Resources | P | 2017-01-01 | 2018-12-31 | -$16,448 | -$16,448 | $16,448 | |
| 1231 Gain due to Debt Basis Change | P | 2017-01-01 | 2018-12-31 | $217,044 | $217,044 | $217,044 | |
| 1231 Loss Opus Real Estate VIII | P | 2017-01-01 | 2018-12-31 | -$11,775 | -$11,775 | $11,775 | |
| 1231 Gain RP Villas @ West Ridge | P | 2017-01-01 | 2018-12-31 | $348,708 | $348,708 | $348,708 | |
| 1231 Gain Phoenix Capital Investor Partners LLC | P | 2017-01-01 | 2018-12-31 | $364,824 | $364,824 | $364,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $356,010 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,074,111 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,302,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $88,156,756 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.150897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,436,069 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $101,207,807 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,809,176 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,337,590 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131827 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,455,644 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $120,508,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111657 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,435,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $120,933,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078019 | DistributionYr5Rt |
| Total Distribution | 0.615038 | TotalDistributionRt |
| Average Distribution | 0.123008 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $81,558,751 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,032,379 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,032,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,787,408 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | $80,829,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,971,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,800,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,800,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,242,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,558,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,077,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,077,938 | MinimumInvestmentReturnAmt |
| Income Tax | $91,825 | IncomeTaxAmt |
| Total Tax | $91,825 | TotalTaxAmt |
| Distributable Before Adj | $3,986,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,986,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,986,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,787,408 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,787,408 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,787,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,986,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,627,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,495,285 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,839,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,375,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,895,453 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,233,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,787,408 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,986,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,801,295 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,034,579 | 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 | $3,627,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,407,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,495,285 | ExcessFromYear4Amt |
| Excess From Year3 | $10,839,855 | ExcessFromYear3Amt |
| Excess From Year2 | $9,375,679 | ExcessFromYear2Amt |
| Excess From Year1 | $8,895,453 | ExcessFromYear1Amt |
| Excess From Current Year | $3,801,295 | 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 (116 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 | $10,000 | |
| ACE Scholarships | ||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | Ace Scholarships | $150,000 | |
| Ace Scholarships | ||||||||
| 1201 East Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | Ace Scholarships | $39,354 | |
| Best Buddies Wisconsin | ||||||||
| 10425 W North Ave Suite 340 | Wauwatosa | WI | 53226 | None | PC | General Operations | $5,000 | |
| 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 | $2,500 | |
| 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 | NICU Expansion at Children's Hospital of Wisconsin | $1,000,000 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $6,350 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $6,650 | |
| City of Auburn | ||||||||
| PO Box 238 | Auburn | IA | 51433 | None | PC | General Operations | $3,500 | |
| City of Natawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $25,000 | |
| City of Natawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $25,000 | |
| City of Natawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operation's Hornet's Nest | $25,000 | |
| City of Natawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations Hornet's Nest | $25,000 | |
| 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 | |
| Denver Art Museum | ||||||||
| 100 W 14th Avenue Pkwy | Denver | CO | 80204 | None | PC | General Operations | $150,000 | |
| Denver Art Museum | ||||||||
| 100 W 14th Avenue Pkwy | Denver | CO | 80204 | None | PC | General Operations | $24,600 | |
| Discovery World at Pier Wisconsin | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $2,000,000 | |
| Discovery World at Pier Wisconsin | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $30,000 | |
| Discovery World at Pier Wisconsin | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $1,300,000 | |
| Drepung Loseling Monastery Inc | ||||||||
| 1781 Dresden Drive | Atlanta | GA | 30319 | None | PC | General Operations | $75,000 | |
| Dumb Friends League | ||||||||
| 2080 S Quebec Street | Denver | CO | 80231 | None | PC | General Operations | $20,000 | |
| East Angel Friends and Alumni | ||||||||
| PO Box 201404 | Denver | CO | 80220 | None | PC | General Operations | $10,000 | |
| 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 | $17 | |
| Evans Scholarship Foundation | ||||||||
| 8336 S 68th Street | Franklin | WI | 53132 | None | PC | General Operations | $500 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operation | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| 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 | |
| Feeding America | ||||||||
| 1700 W Fond Du Lac Ave | Milwaukee | WI | 53205 | None | PC | General Operations | $10,000 | |
| FourPoint Holdings LLC | ||||||||
| 100 St Paul Street Suite 400 | Denver | CO | 80206 | None | PC | General Operations | $93 | |
| Goodman Community Center | ||||||||
| 149 Waubesa Street | Madison | WI | 53704 | None | PC | General Operations | $10,000 | |
| Graland Country Day School | ||||||||
| 55 Clermont Street | Denver | CO | 80220 | None | PC | General Operations | $50,000 | |
| Greendale Park and Recreation Dept | ||||||||
| 5647 Broad Street | Greendale | WI | 53129 | None | PC | Movies in the Park | $650 | |
| 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 | |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $28,381 | 2230 |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $131,012 | 2230 |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Sycamore Falls | $63,659 | 2230 |
| John Lynch Foundation | ||||||||
| PO Box 172247 | Tampa | FL | 33672 | None | PF | General Operations | $100,000 | |
| JSM Class B Investment LLC | ||||||||
| 731 North Jackson Street Suite 600 | Milwaukee | WI | 53202 | None | pc | General Operations | $1,375 | |
| Kayne Anderson Midstream Institutional Fund LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $105 | |
| 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 | $41,000 | |
| Kyle's Korner | ||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | General Operations | $250 | |
| 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 | |
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Road | Milwaukee | WI | 53226 | None | PC | Neuroscience Research Center | $10,000 | |
| Milwaukee Historical Society | ||||||||
| 910 N Old World Third Street | Milwaukee | WI | 53208 | None | PC | General Operations | $331 | |
| National Jewish Health | ||||||||
| 1400 Jackson Street | Denver | CO | 80206 | None | PC | General Operations | $10,000 | |
| NGP Midstream & Resources LP | ||||||||
| 2000 McKinney Avenue Suite 1250 | Dallas | TX | 75201 | None | General Operations | $57 | ||
| NGP Natural Resources X LP | ||||||||
| 5221 N OConnor Blvd Suite 1100 | Irving | TX | 75039 | None | pc | General Operations | $10 | |
| NGP Natural Resources XI LP | ||||||||
| 5221 N OConnor Boulevard Suite 1100 | Irving | TX | 75039 | None | PC | General Operations | $54 | |
| 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 | |
| RAFT Colorado | ||||||||
| 3827 Steele Street Unit C | Denver | CO | 80205 | None | PC | General Operations | $5,000 | |
| Regis University School | ||||||||
| 3333 Regis Blvd | Denver | CO | 802211099 | None | PC | General Operations | $5,000 | |
| Rocky Mountain PBS | ||||||||
| 1089 Bannock Street | Denver | CO | 80204 | None | PC | Buell Public Media Center | $20,000 | |
| Saint Paul Catholic Center | ||||||||
| 723 State Street | Madison | WI | 53703 | None | PC | Christ the Cornerstone Campaign New Student Center and Chapel | $1,000,000 | |
| Saint Thomas Aquinas Church | ||||||||
| 2210 Lincoln Way | Ames | IA | 50015 | None | PC | General Operations | $5,000 | |
| 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 | $5,000 | |
| 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 | |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin Avenue Suite 600 | Milwaukee | WI | 53203 | None | PC | General Operations | $135,000 | |
| United Way of Greater Milwaukee | ||||||||
| 225 West Vine Street | Milwaukee | WI | 53212 | None | PC | General Operations | $600 | |
| University of Colorado Foundation | ||||||||
| 13199 E Montview Blvd Suite 330 | Aurora | CO | 80045 | None | PC | General Operations | $24,260 | |
| University of Denver | ||||||||
| 2190 E Asbury Avenue | Denver | CO | 80208 | None | PC | Margery Reed Building Renovation Fund | $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 | $41,000 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $15,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $15,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $15,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $15,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $13,100 | |
| Women for MACC | ||||||||
| 10000 W Innovation Drive Suite 135 | Milwaukee | WI | 53226 | None | PC | General Operations | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,787,408 | 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 | $605,363 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$92,206 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,792,559 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $356,010 | 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 | $2,661,726 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,661,726 | 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 (4 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 | $6,924 | Yes (X) |
| Roberta M Reiman | ||||||
| 2 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $6,924 | Yes (X) |
| Joni Winston | ||||||
| 3 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $500,000 | Yes (X) |
| Scott J Reiman | ||||||
| 4 | 125 West Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 | $250,000 | 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 | $68,250,676 | BookValueAmt |
| EOYFMV | $68,250,676 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Advisory Fees | $1,996,197 | $1,985,620 | $10,577 | $0 |
| Unrealized Losses | $601,489 | $0 | $601,489 | $0 |
| Interest Expense | $149,897 | $99,825 | $50,072 | $0 |
| Foreign Taxes Paid | $4,775 | $4,775 | $0 | $0 |
| Line 1 Losses | $218,248 | $0 | $218,248 | $0 |
| Royalty Expenses | $24,931 | $0 | $24,931 | $0 |
| Depletion Expense | $170,125 | $41,744 | $128,381 | $0 |
| Intangible Drilling Costs | $402,002 | $351 | $401,651 | $0 |
| Losses from Pass Thru Rentals | $92,206 | $92,206 | $92,206 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Portfolio Income | $36,421 | $36,421 | $36,421 |
| Royalty Income | $105,289 | $33,337 | $71,912 |
| Other Income Line 11E | $173,041 | $0 | $173,041 |
| State Refunds | $15,916 | $15,916 | $15,916 |
| Other Income Line 11f | $1,461,892 | $225,051 | $1,236,841 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $1,469,413 | BOYBookValueAmt |
| EOY Book Value | $1,969,413 | EOYBookValueAmt |
Comments