REIMAN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201623149349101602
- Schema version
- 2015v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T16:28:37-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,160,006 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $404,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $404,479 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $404,479 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$592,796 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,264,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,366,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,264,239 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $5,679,084 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $905,258 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $4,773,826 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $4,773,826 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $485,754 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $115,213 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $377,638 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,928,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,783,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,555,943 | 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 | $7,131,685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,071,759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,652,722 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,131,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,071,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,652,722 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,846,298 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,846,298 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,977,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,071,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,652,722 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,846,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,049,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,712,172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $903,221 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $260,418 | CashBOYAmt |
| Cash EOY | $527,059 | CashEOYAmt |
| Cash EOYFMV | $527,059 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,209,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,209,268 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $23,501 | AcctRcvblBOYAmt |
| Other Investments BOY | $108,415,421 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,423,679 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,423,679 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $108,773,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,160,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,160,006 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,540 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,439,682 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,439,682 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $163,685,914 | CapitalStockBOYAmt |
| Capital Stock EOY | $163,685,914 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$54,915,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$64,965,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,770,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,720,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,773,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,160,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,770,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,049,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $98,720,324 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,720,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (77 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Short Term Gain from Arbor Ventures II LLC | P | 2015-01-01 | 2015-12-31 | $4,773 | $4,773 | $4,773 | |
| Short Term Loss from Boulder Venture V | P | 2015-01-01 | 2015-12-31 | -$40,359 | -$40,359 | $40,359 | |
| Short Term Loss Firstmark Capital I | P | 2015-01-01 | 2015-12-31 | -$12,665 | -$12,665 | $12,665 | |
| Short Term Loss Firstmark Capital III | P | 2015-01-01 | 2015-12-31 | -$1,378 | -$1,378 | $1,378 | |
| Short Term Gain Longitude Venture Partners | P | 2015-01-01 | 2015-12-31 | $4,976 | $4,976 | $4,976 | |
| Short Term Loss Midtown III Liquidating Trust | P | 2015-01-01 | 2015-12-31 | -$2,962 | -$2,962 | $2,962 | |
| Short Term Gain NGP Natural Resources XI | P | 2015-01-01 | 2015-12-31 | $149 | $149 | $149 | |
| Short Term Loss VSS Communication Partners IV | P | 2015-01-01 | 2015-12-31 | -$27 | -$27 | $27 | |
| Short Term Loss BMO Harris Foundation Acct | P | 2015-01-01 | 2015-12-31 | -$5,190 | -$5,190 | $5,190 | |
| Short Term Loss BMO Harris ETF Index Trader Acct | P | 2015-01-01 | 2015-12-31 | -$208,009 | -$208,009 | $208,009 | |
| Short Term Gain ASGI Private Equity QP 2001 LP | P | 2015-01-01 | 2015-12-31 | $244 | $244 | $244 | |
| Short Term Loss Kayne Anderson Midstream Institutional Fund LP | P | 2015-01-01 | 2015-12-31 | -$50,331 | -$50,331 | $50,331 | |
| Long Term Loss ASGI Private Equity Partners 1999 | P | 2014-01-01 | 2015-12-31 | -$1,727 | -$1,727 | $1,727 | |
| Long Term Loss ASGI Private Equity Fund 2001 | P | 2014-01-01 | 2015-12-31 | -$155,927 | -$155,927 | $155,927 | |
| Long Term Gain Boulder Ventures V | P | 2014-01-01 | 2015-12-31 | $49,197 | $49,197 | $49,197 | |
| Long Term Gain Carlyle Partners IV Cayman | P | 2014-01-01 | 2015-12-31 | $32,069 | $32,069 | $32,069 | |
| Long Term Gain Carlyle Partners IV LP | P | 2014-01-01 | 2015-12-31 | $24,998 | $24,998 | $24,998 | |
| Long Term Gain Carlyle Partners IV Telecommunications LP | P | 2014-01-01 | 2015-12-31 | $957 | $957 | $957 | |
| Long Term Gain Energy & Minerals Group Fund III LP | P | 2014-01-01 | 2015-12-31 | $12,398 | $12,398 | $12,398 | |
| Long Term Loss Farallon Capital Institutional Partners | P | 2014-01-01 | 2015-12-31 | -$126,282 | -$126,282 | $126,282 | |
| Long Term Gain Firstmark Capital I | P | 2014-01-01 | 2015-12-31 | $541,279 | $541,279 | $541,279 | |
| Long Term Loss Firstmark Capital II | P | 2014-01-01 | 2015-12-31 | -$19,328 | -$19,328 | $19,328 | |
| Long Term Gain FFC Partners II | P | 2014-01-01 | 2015-12-31 | $17,769 | $17,769 | $17,769 | |
| Long Term Gain FFC Partners III B LP | P | 2014-01-01 | 2015-12-31 | $24,623 | $24,623 | $24,623 | |
| Long Term Gain Grandhaven Canada ULC | P | 2014-01-01 | 2015-12-31 | $346,845 | $346,845 | $346,845 | |
| Long Term Loss IDG Ventures SF | P | 2014-01-01 | 2015-12-31 | -$255 | -$255 | $255 | |
| Long Term Gain ICAP PFIC | P | 2014-01-01 | 2015-12-31 | $38,484 | $38,484 | $38,484 | |
| Long Term Gain Kayne Anderson Midstream Institutional Fund LP | P | 2014-01-01 | 2015-12-31 | -$23,069 | -$23,069 | $23,069 | |
| Long Term Loss JOG Limited Partnership III | P | 2014-01-01 | 2015-12-31 | -$201,840 | -$201,840 | $201,840 | |
| Long Term Gain Longitude Venture Partners LP | P | 2014-01-01 | 2015-12-31 | $220,198 | $220,198 | $220,198 | |
| Long Term Gain Mason Wells Buyout Fund II | P | 2014-01-01 | 2015-12-31 | $1,503,119 | $1,503,119 | $1,503,119 | |
| Long Term Gain MBH Enterprises LLC | P | 2014-01-01 | 2015-12-31 | $32,780 | $32,780 | $32,780 | |
| Long Term Gain MBHE Holdings LLC | P | 2014-01-01 | 2015-12-31 | $48,293 | $48,293 | $48,293 | |
| Long Term Loss Meritage Private Equity Fund II | P | 2014-01-01 | 2015-12-31 | -$120,136 | -$120,136 | $120,136 | |
| Long Term Loss Midtownn II Liquidating Trust | P | 2014-01-01 | 2015-12-31 | -$99,950 | -$99,950 | $99,950 | |
| Long Term Loss Natural Gas Partners VII | P | 2014-01-01 | 2015-12-31 | -$6,468 | -$6,468 | $6,468 | |
| Long Term Gain Natural Gas Partners VIII | P | 2014-01-01 | 2015-12-31 | $65,548 | $65,548 | $65,548 | |
| Long Term Gain Natural Gas Partners X | P | 2014-01-01 | 2015-12-31 | $23,730 | $23,730 | $23,730 | |
| Long Term Loss NGP Energy Technology Partners | P | 2014-01-01 | 2015-12-31 | -$267 | -$267 | $267 | |
| Long Term Gain NGP Midstream & Resources | P | 2014-01-01 | 2015-12-31 | $21,021 | $21,021 | $21,021 | |
| Long Term Loss NV Partners IV | P | 2014-01-01 | 2015-12-31 | -$27,444 | -$27,444 | $27,444 | |
| Long Term Gain Pouschine Cook Partners II | P | 2014-01-01 | 2015-12-31 | $161,046 | $161,046 | $161,046 | |
| Long Term Gain Real Estate Capital Asia Partners II | P | 2014-01-01 | 2015-12-31 | $158,507 | $158,507 | $158,507 | |
| Long Term Gain Rock Lender LLC | P | 2014-01-01 | 2015-12-31 | $46,098 | $46,098 | $46,098 | |
| Long Term Gain Telegraph Hill II LP | P | 2014-01-01 | 2015-12-31 | $619,913 | $619,913 | $619,913 | |
| Long Term Gain Telegraph Hill Partner III | P | 2014-01-01 | 2015-12-31 | $9,987 | $9,987 | $9,987 | |
| Long Term Gain VSS Communication Partners IV | P | 2014-01-01 | 2015-12-31 | -$43,652 | -$43,652 | $43,652 | |
| Long Term Gain W Capital Partners II | P | 2014-01-01 | 2015-12-31 | $77,592 | $77,592 | $77,592 | |
| Long Term Loss Icap Offshore abs Return Fund | P | 2014-01-01 | 2015-12-31 | -$842,603 | -$842,603 | $842,603 | |
| Long Term Gain BMO Harris Custody Acct | P | 2014-01-01 | 2015-12-31 | $1,664 | $1,664 | $1,664 | |
| Long Term Gain ODP Rock Spring | P | 2014-01-01 | 2015-12-31 | $63,580 | $63,580 | $63,580 | |
| Long Term Gain MBHE Holdings LLC | P | $244,074 | $244,074 | $244,074 | |||
| 1256 Short Term Loss Inflection Energy | P | 2015-01-01 | 2015-12-31 | $6,345 | $6,345 | $6,345 | |
| 1256 Long Term Gain Inflection Energy | P | 2014-01-01 | 2015-12-31 | $9,517 | $9,517 | $9,517 | |
| 1256 Short Term Gain PRT Strategic Fund | P | 2015-01-01 | 2015-12-31 | $539,636 | $539,636 | $539,636 | |
| 1256 Long Term Gain PRT Strategic | P | 2014-01-01 | 2015-12-31 | $809,453 | $809,453 | $809,453 | |
| 1256 Short Term Gain Trend Following | P | 2015-01-01 | 2015-12-31 | $31,146 | $31,146 | $31,146 | |
| 1256 Long Term Gain Trend Following | P | 2014-01-01 | 2015-12-31 | $46,720 | $46,720 | $46,720 | |
| Long Term Loss Farallon Capital Institutional Parnter | P | 2014-01-01 | 2015-12-31 | -$1,432 | -$1,432 | $1,432 | |
| Long Term Gain Telegraph Hill II LP 11f | P | 2014-01-01 | 2015-12-31 | $56,324 | $56,324 | $56,324 | |
| Long Term Gain Spirit Capital Fund B | P | 2012-01-01 | 2015-12-31 | $109,736 | $109,736 | $109,736 | |
| 1231 Loss Marquette Transportation Holdings LLC | P | 2014-01-01 | 2015-12-31 | -$1,239 | -$1,239 | $1,239 | |
| 1231 Gain MLG HR Windridge | P | 2014-01-01 | 2015-12-31 | $648,918 | $648,918 | $648,918 | |
| 1231 Loss Natural Gas Partners VII | P | 2014-01-01 | 2015-12-31 | -$432 | -$432 | $432 | |
| 1231 Loss Natural Gas Partners VIII | P | 2014-01-01 | 2015-12-31 | -$8,423 | -$8,423 | $8,423 | |
| 1231 Gain NGP Natural Gas Partners X | P | 2014-01-01 | 2015-12-31 | $4,889 | $4,889 | $4,889 | |
| 1231 Gain NGP Midstream & Resources | P | 2014-01-01 | 2015-12-31 | $3,019 | $3,019 | $3,019 | |
| 1231 Loss ODP Oakview | P | 2014-01-01 | 2015-12-31 | -$40,439 | -$40,439 | $40,439 | |
| 1231 Loss ODP Rock Spring LLC | P | 2014-01-01 | 2015-12-31 | -$49,797 | -$49,797 | $49,797 | |
| 1231 Loss Opus Real Estate VII | P | 2014-01-01 | 2015-12-31 | -$1,739 | -$1,739 | $1,739 | |
| 1231 Gain Opus Real Estate VIII | P | 2014-01-01 | 2015-12-31 | $43,671 | $43,671 | $43,671 | |
| 1231 Gain Phoenix Capital Investor Partners | P | 2014-01-01 | 2015-12-31 | $36 | $36 | $36 | |
| 1231 Loss RP Legends Place LP | P | 2014-01-01 | 2015-12-31 | -$5,349 | -$5,349 | $5,349 | |
| 1231 Gain Marquette Transportation Liquidation | P | 2014-01-01 | 2015-12-31 | $1,661,082 | $1,661,082 | $1,661,082 | |
| 1231 Loss The Energy & Minerals Group Fund II LP | P | 2014-01-01 | 2015-12-31 | -$2,984 | -$2,984 | $2,984 | |
| 1231 Loss MBH Enerprises | P | 2014-01-01 | 2015-12-31 | -$19 | -$19 | $19 | |
| 1231 Loss Kayne Anderson Midstream International Fund | P | 2014-01-01 | 2015-12-31 | -$442 | -$442 | $442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,264,239 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $266,348 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,455,644 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $120,508,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.111657 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,435,208 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $120,933,995 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078019 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,770,286 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $130,137,780 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090445 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,397,779 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $124,160,516 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035420 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,088,998 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $119,072,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059535 | DistributionYr5Rt |
| Total Distribution | 0.375076 | TotalDistributionRt |
| Average Distribution | 0.075015 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $112,337,590 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,427,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37,122 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,464,126 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,846,298 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $37,122 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,122 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,374 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $75,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $109,374 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | Secretary | 0.00 | $0 | $0 | $0 |
| Roy J Reiman | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Vice President | 0.00 | $0 | $0 | $0 |
| Roberta M Reiman | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Vice President | 0.00 | $0 | $0 | $0 |
| Scott J Reiman | ||||||||
| 1550 Market Street Suite 450 | Denver | CO | 80202 | President | 2.00 | $0 | $0 | $0 |
| Brian F Fleischmann | ||||||||
| 1550 Market Street Suite 450 | Denver | CO | 80202 | 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 |
| 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 | $100,961,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,086,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,048,315 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,048,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,710,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,337,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,616,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,616,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,122 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,573,315 | IncomeTaxAmt |
| Total Tax | $1,610,437 | TotalTaxAmt |
| Distributable Before Adj | $4,006,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,006,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,006,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,846,298 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,846,298 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $37,122 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,809,176 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,006,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,135,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $11,690,958 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,627,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,495,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,948,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,846,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,006,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,839,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,788,491 | 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 | $1,135,381 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,653,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11,690,958 | ExcessFromYear3Amt |
| Excess From Year2 | $3,627,012 | ExcessFromYear2Amt |
| Excess From Year1 | $7,495,285 | ExcessFromYear1Amt |
| Excess From Current Year | $10,839,855 | 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 |
| 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 (153 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 | $250,000 | |
| Adam's Camp | ||||||||
| 6767 South Spruce Street Suite 102 | Centennial | CO | 80112 | None | PC | Hoops For Hope | $15,000 | |
| Alverno College | ||||||||
| 3400 S 43rd Street | Milwaukee | WI | 532194844 | None | PC | Alverno Fund-Promise and Power Campaign | $1,211,500 | |
| Alverno College | ||||||||
| 3400 S 43rd Street | Milwaukee | WI | 532194844 | None | PC | Alverno Fund | $10,000 | |
| American Legion Foundation | ||||||||
| 7338 Devonshire Ave | Greendale | WI | 53129 | None | PC | WWII Documentary Funding | $100 | |
| Archdiocese of Milwaukee | ||||||||
| 3501 S Lake Drive | Milwaukee | WI | 53207 | None | PC | General Operation | $250,000 | |
| BHLH Desert Guild | ||||||||
| PO Box 1464 | Rancho Mirage | CA | 92270 | None | PC | General Operations | $2,500 | |
| Boys and Girls Clubs of Greater Milwaukee | ||||||||
| 1558 North 6th Street | Milwaukee | WI | 53202 | None | PC | General Operations | $10,000 | |
| Cass County Career Center | ||||||||
| 1600 E Elm Street | Harrisonville | MO | 64701 | None | PC | General Operations | $5,000 | |
| Children's Hospital Colorado | ||||||||
| 13123 East 16th Avenue B045 | Aurora | CO | 80045 | None | PC | 2015 Gala | $23,500 | |
| Children's Hospital of WI Foundation | ||||||||
| 999 N 92nd Street Suite 220 | Milwaukee | WI | 53226 | None | PC | General Operations | $1,000,000 | |
| Children's Mercy Kansas City | ||||||||
| 2401 Gilham Road | Kansas City | MO | 64108 | None | PC | General Operations | $60,000 | |
| City of Natawaka-Holton Recorder | ||||||||
| 109 W Fourth Street | Holton | KS | 66436 | None | PC | General Operations Hornet's Nest | $1,221 | |
| City of Natawaka-Horton Headlight | ||||||||
| 133 W 8th Street | Horton | KS | 66439 | None | PC | General Operations Hornet's Nest | $500 | |
| City of Natawaka-NPG Newspapers Inc | ||||||||
| 825 Edmund Street | St Joseph | MO | 64501 | None | PC | General Operation's Hornet's Nest | $2,980 | |
| City of Natawaka-Sabetha Herald | ||||||||
| 1024 Main Street | Sabatha | KS | 66534 | None | PC | General Operations Hornet's Nest | $727 | |
| City of Natawaka-The Courier Tribune | ||||||||
| 511 Main Street | Seneca | KS | 66538 | None | PC | General Operations-The Hornet's Nest | $856 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations-The Hornet's Sports Club | $25,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations The Hornet's Nest Sport's Club | $20,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | pc | General Operations-The Hornets Nest Club | $10,000 | |
| Cleveland Clinic | ||||||||
| 9500 Euclid Avenue 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 | |
| Community Foundation of Greater Chattanooga | ||||||||
| 1270 Market Street | Chattanooga | TN | 37402 | None | PC | Chattanooga Heroes Fund | $10,000 | |
| Cystic Fibrosis Foundation | ||||||||
| 20875 Crossroads Circle Ste 350 | Waukesha | WI | 53186 | None | PC | General Operations | $500 | |
| Denver Art Museum | ||||||||
| 100 W 14th Avenue Pkwy | Denver | CO | 80204 | None | PC | General Operations | $14,600 | |
| Denver Art Museum | ||||||||
| 100 W 14th Avenue Pkwy | Denver | CO | 80204 | None | PC | General Operations | $150,000 | |
| Denver Health Foundation | ||||||||
| 655 Broadway Suite 750 | Denver | CO | 80203 | None | PC | Michael Pollack for the Night Shine Gala | $5,000 | |
| Discovery World at Pier Wisconsin | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $100,000 | |
| Discovery World at Pier Wisconsin | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | Gala Ball | $20,000 | |
| Eternal World Television Network | ||||||||
| 5817 Old Leeds Road | Irondale | AL | 35210 | None | PC | Catholic Public Television general operations | $10,000 | |
| Evans Scholars Fund | ||||||||
| One Briar Road | Golf | IL | 600290301 | 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 Operation | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Feeding America | ||||||||
| 1700 W Fond Du Lac Ave | Milwaukee | WI | 53205 | None | PC | General Operations | $2,500 | |
| Friends of Hales Corners Pool | ||||||||
| PO Box 7 | Hales Corners | WI | 53130 | None | PC | General Operations | $3,500 | |
| Goodwill Industries | ||||||||
| 5300 N 118th Court | Milwaukee | WI | 53225 | None | PC | General Operations | $5,000 | |
| Graland Country Day School | ||||||||
| 30 Birch Street | Denver | CO | 80220 | None | PC | General Operations | $10,000 | |
| Greendale Health Department | ||||||||
| 5650 Parking Street | Greendale | WI | 53129 | None | PF | General Operations | $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 | |
| Hometown Heroes | ||||||||
| 1000 Badger Circle | Grafton | WI | 53024 | None | PC | General Operations | $5,000 | |
| Hope Christian High School | ||||||||
| 3215 N Martin Luther King Dr | Milwaukee | WI | 53212 | None | PC | General Operations | $500 | |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Stadium Expansion and Reiman Garden Improvement | $2,000,000 | 2230 |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Stadium Expansion and Reiman Gardens Improvement | $2,000,000 | 2230 |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Stadium Expansion and Reiman Garden Upgrades | $2,000,000 | 2230 |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard PO Box | Ames | IA | 500102230 | None | PC | Stadium Expansion and Reiman Gardens Improvement | $2,000,000 | 2230 |
| Iowa State University-Nature Connects | ||||||||
| 1350 Beardshear Hall | Ames | IA | 50011 | None | PC | Reiman Gardens-Art with Lego bricks | $87,500 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1417 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1417 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-Reiman Gardens | ||||||||
| 1417 University Boulevard | Ames | IA | 500111100 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University-The Farm House Foundation | ||||||||
| 7306 NW Tiffany Springs Parkway | Kansas City | MO | 64153 | None | PC | General Operations | $50,000 | Suite 210 |
| Iowa State University-The Farm House Foundation | ||||||||
| 7306 NW Tiffany Springs Parkway | Kansas City | MO | 64153 | None | PC | Gemeral Operations | $300,000 | Suite 210 |
| Iowa State University-The Farm House Foundation | ||||||||
| 7306 NW Tiffany Springs Parkway | Kansas City | MO | 64153 | None | PC | General Operations | $300,000 | Suite 210 |
| John Lynch Foundation | ||||||||
| PO Box 172247 | Tampa | FL | 33672 | None | PF | General Operations | $50,000 | |
| 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 | Fashion Show Fundraiser | $2,620 | |
| Kyle's Korner | ||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | General Operations | $75,000 | |
| Lee's Summitt Education Foundation | ||||||||
| 301 NE Tudor Road | Lees Summit | MO | 64086 | None | PC | General Operations | $75,000 | |
| Literary Services of Wisconsin | ||||||||
| 555 N Plankinton Avenue | Milwaukee | WI | 53203 | None | PC | General Operations | $2,500 | |
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Road | Milwaukee | WI | 53226 | None | PC | General Operations MCW Healthcare Dinner | $1,200 | |
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Road | Milwaukee | WI | 53226 | None | PC | General Operations Digestive Care Dinner Fund Raiser | $5,000 | |
| Milwaukee Academy of Science | ||||||||
| 2000 W Kilbourn Avenue | Milwaukee | WI | 53233 | None | PC | General Operations | $450 | |
| Niwot Cultural Arts Association | ||||||||
| 6964 N 79th Street Suite 3 | Niwot | CO | 80544 | None | PC | General Operations | $125,000 | |
| Orange and Blue Foundation | ||||||||
| 1701 Bryant Street Suite 700 | Denver | CO | 80704 | 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 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 | |
| Peyback Foundation Inc | ||||||||
| 6325 N Guilford | Indianapolis | IN | 46220 | None | PC | General Operations | $30,000 | |
| RAFT Colorado | ||||||||
| 3827 Steele Street Unit C | Denver | CO | 80205 | None | PC | General Operations | $50,000 | |
| Red Caboose Day Care Center | ||||||||
| 654 Williamson Street | Madison | WI | 53703 | None | PC | General Operations | $25,000 | |
| Rocky Mountain PBS | ||||||||
| 1089 Bannock Street | Denver | CO | 80204 | None | PC | General Operations | $10,000 | |
| Saint Elizabeth's School | ||||||||
| 2350 Gaylord Street | Denver | CO | 80205 | None | PC | General Operation | $15,000 | |
| Shepherd Valley Waldorf School | ||||||||
| 6500 West Dry Creek Parkway | Niwot | CO | 80503 | None | PC | General Operations | $65,000 | |
| Shepherd Valley Waldorf School | ||||||||
| 6500 West Dry Creek Parkway | Niwot | CO | 80503 | None | PC | General Operations | $50,000 | |
| Stanley British Primary School | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $50,000 | |
| Stanley British Primary School | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $30,000 | |
| The Community Foundation of Greater Atlanta | ||||||||
| 50 Hurt Plaza Suite 449 | Atlanta | GA | 30303 | None | EOF | General Operations | $300,000 | |
| The Paideia School | ||||||||
| 1509 Ponce de Leon Avenue | Atlanta | GA | 30307 | None | PC | General Operations | $120,000 | |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin Avenue Suite 600 | Milwaukee | WI | 53203 | None | PC | General Operations | $100,000 | |
| University of Colorado Depression Center | ||||||||
| 13199 E Montview Blvd Suite 330 | Aurora | CO | 80045 | None | PC | General Operations | $25,000 | |
| University of Colorado Depression Center | ||||||||
| 13199 E Montview Blvd Suite 330 | Aurora | CO | 80045 | None | PC | General Operations | $30,000 | |
| University of Denver | ||||||||
| 2190 E Asbury Avenue | Denver | CO | 80208 | None | PC | Margery Reed Building Renovation Fund | $100,000 | |
| University of Denver | ||||||||
| 2190 E Asbury Avenue | Denver | CO | 80208 | None | PC | Founders Day Gala Fund | $10,000 | |
| University of Denver | ||||||||
| 2190 E Asbury Avenue | Denver | CO | 80208 | None | PC | Chancellor's Council Fund | $25,000 | |
| University of Denver | ||||||||
| 2190 E Asbury Avenue | Denver | CO | 80208 | None | PC | Margery Reed Building Renovation Fund | $200,000 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $133 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $4,990 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $690 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $4,989 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $324 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $23 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $370 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $60,900 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $182,650 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Project Construction | $27,448 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53202 | None | PC | Chapel Hill Project | $44,242 | |
| Wheaton Franciscan Foundation | ||||||||
| 322 E Michigan Street | Milwaukee | WI | 53203 | None | PC | Chapel Hill Project | $26,219 | |
| Wheaton Franciscan Foundation | ||||||||
| 400 W River Woods Parkway | Milwaukee | WI | 532120076 | None | PC | Reiman Chapel Furniture | $22,275 | |
| Wheaton Franciscan Foundation | ||||||||
| 400 W River Woods Parkway | Milwaukee | WI | 532120076 | None | PC | Reiman Chapel | $631 | |
| Wheaton Franciscan Foundation | ||||||||
| 400 W River Woods Parkway | Milwaukee | WI | 532120076 | None | PC | Reiman Chapel Signage | $3,895 | |
| Wheaton Franciscan Foundation | ||||||||
| 400 W River Woods Parkway | Milwaukee | WI | 532120076 | None | PC | Reiman Chapel Signage | $565 | |
| 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 Executive Residence Foundation Inc | ||||||||
| 99 Cambridge Road | Madison | WI | 53704 | None | PC | General Operations | $2,500 | |
| Wisconsin Humane Society | ||||||||
| 4500 W Wisconsin Ave | Milwaukee | WI | 53208 | None | PC | General Operations | $6,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $42,100 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,600 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,600 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,600 | |
| 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 | $12,600 | |
| 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 | $12,600 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,600 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,600 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,600 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,846,298 | 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 | $404,479 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$592,796 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $485,754 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,264,239 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,773,826 | UnrelatedBusinessTaxblIncmAmt |
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 | $5,071,263 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,264,239 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,335,502 | 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 |
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 | $92,423,679 | BookValueAmt |
| EOYFMV | $92,423,679 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Advisory Fees | $2,380,518 | $2,167,741 | $212,777 | $0 |
| Foreign Taxes | $125,942 | $125,942 | $0 | $0 |
| Interest Expense | $196,562 | $185,280 | $11,282 | $0 |
| Unrealized Income | $3,835,867 | $0 | $3,835,867 | $0 |
| From Various Pass Thru Entities | $592,796 | $592,796 | $592,796 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Portfolio Income | $1 | $1 | $1 |
| Royalty Income | $7,096 | $7,096 | $7,096 |
| Other Income | $478,657 | $108,116 | $370,541 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $3,540 | BOYBookValueAmt |
| EOY Book Value | $3,439,682 | EOYBookValueAmt |
Comments