REIMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349104251
- Schema version
- 2024v5.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:33:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 Wi 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 | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy G Hildebrandt | PreparerPersonNm |
| PTIN | P00612067 | PTIN |
| Phone | 2626964455 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,405,761 | 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 | $25,122,517 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $870,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $870,237 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $870,237 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$299,941 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,712,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,884,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,712,043 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $826,867 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $826,867 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $826,867 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $244,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $244,660 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $244,660 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $29,776,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,826,940 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,941,764 | 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 | $3,119,194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,814,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $963,504 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,119,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,814,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $963,504 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,488,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,488,395 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,607,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,814,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $963,504 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,488,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,168,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,012,244 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $978,260 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $721,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,432,864 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,432,864 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $75,296,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,972,897 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,972,897 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $76,017,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,405,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,405,761 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,750,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,750,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $174,285,914 | CapitalStockBOYAmt |
| Capital Stock EOY | $174,285,914 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$101,018,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$86,880,153 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,267,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,405,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,017,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,405,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,267,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,168,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $129,718 | OtherIncreasesAmt |
| Subtotal | $94,566,101 | SubtotalAmt |
| Other Decreases | $7,160,340 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,405,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (91 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Short Term Gain Bonaccord Prime IH Aggregator | P | 2024-01-01 | 2024-12-31 | $270 | $270 | $270 | |
| Short Term Loss Boulder Ventures VIII | P | 2024-01-01 | 2024-12-31 | -$6,870 | -$6,870 | $6,870 | |
| Short Term Gain Edison Partners X | P | 2024-01-01 | 2024-12-31 | $5,389 | $5,389 | $5,389 | |
| Short Term Loss FP Permian Holdings | P | 2024-01-01 | 2024-12-31 | $750 | $750 | $750 | |
| Short Term Gain Longitude Venture Partners III | P | 2024-01-01 | 2024-12-31 | $564 | $564 | $564 | |
| Short Term Loss Longitude Venture Partners V | P | 2024-01-01 | 2024-12-31 | -$11,320 | -$11,320 | $11,320 | |
| Short Term Gain Madryn Health Partners | P | 2024-01-01 | 2024-12-31 | $39,504 | $39,504 | $39,504 | |
| Short Term Gain Monroe Capital Private Credit Fund III | P | 2024-01-01 | 2024-12-31 | $35 | $35 | $35 | |
| Short Term Loss NGP Natural Resources XI | P | 2024-01-01 | 2024-12-31 | -$1,072 | -$1,072 | $1,072 | |
| Short Term Gain Structural Capital Investors II | P | 2024-01-01 | 2024-12-31 | $2,028 | $2,028 | $2,028 | |
| Long Term Loss Asean China Investment Fund IV | P | 2022-01-01 | 2024-12-31 | -$8,050 | -$8,050 | $8,050 | |
| Long Term Gain Bonnacord IH Aggregator | P | 2022-01-01 | 2024-12-31 | $3,170 | $3,170 | $3,170 | |
| Long Term Gain Boulder Ventures V | P | 2022-01-01 | 2024-12-31 | $29,935 | $29,935 | $29,935 | |
| Long Term Gain Boulder Ventures VI | P | 2022-01-01 | 2024-12-31 | $190,476 | $190,476 | $190,476 | |
| Long Term Loss Boulder Ventures VIII | P | 2022-01-01 | 2024-12-31 | -$13,375 | -$13,375 | $13,375 | |
| Long Term Loss Colorado Impact FundI | P | 2022-01-01 | 2024-12-31 | -$3,453 | -$3,453 | $3,453 | |
| Long Term Loss Edison Partners VIII LP | P | 2022-01-01 | 2024-12-31 | -$29,432 | -$29,432 | $29,432 | |
| Long Term Loss Edison Partners IX LP | P | 2022-01-01 | 2024-12-31 | -$29,407 | -$29,407 | $29,407 | |
| Long Term Gain Farallon Capital Inst | P | 2022-01-01 | 2024-12-31 | $4 | $4 | $4 | |
| Long Term Gain Firstmark Capital II | P | 2022-01-01 | 2024-12-31 | $23,057 | $23,057 | $23,057 | |
| Long Term Loss Firstmark Capital III | P | 2022-01-01 | 2024-12-31 | -$3,949 | -$3,949 | $3,949 | |
| Long Term Loss Firstmark Capital of III | P | 2022-01-01 | 2024-12-31 | -$10,537 | -$10,537 | $10,537 | |
| Long Term Loss Firstmark Capital V | P | 2022-01-01 | 2024-12-31 | -$13,679 | -$13,679 | $13,679 | |
| Long Term Loss FMZ Ventures Fund I | P | 2022-01-01 | 2024-12-31 | -$11,522 | -$11,522 | $11,522 | |
| Long Term Gain FP Permian | P | 2022-01-01 | 2024-12-31 | $37,239 | $37,239 | $37,239 | |
| Long Term Gain GMB Mezzanine Capital IV | P | 2022-01-01 | 2024-12-31 | $224 | $224 | $224 | |
| Long Term Gain Harbert Credit Solutions Fund IV | P | 2022-01-01 | 2024-12-31 | $3,648 | $3,648 | $3,648 | |
| Long Term Gain Harbert Growth Partners IV | P | 2022-01-01 | 2024-12-31 | $3,212 | $3,212 | $3,212 | |
| Long Term Loss Ridge Ventures Continuation Fund | P | 2022-01-01 | 2024-12-31 | -$1,371 | -$1,371 | $1,371 | |
| Long Term Gain Kayne Anderson Real Estate Partners IV | P | 2022-01-01 | 2024-12-31 | $6,206 | $6,206 | $6,206 | |
| Long Term Gain Kayne Partners Fund IV QP | P | 2022-01-01 | 2024-12-31 | -$8,030 | -$8,030 | $8,030 | |
| Long Term Loss Longitude Venture Partners III LP | P | 2022-01-01 | 2024-12-31 | -$13,092 | -$13,092 | $13,092 | |
| Long Term Gain Longpoint Minerals LLC | P | 2022-01-01 | 2024-12-31 | $2,028 | $2,028 | $2,028 | |
| Long Term Gain Madryn Health Partners | P | 2022-01-01 | 2024-12-31 | $345 | $345 | $345 | |
| Long Term Loss Madryn Health Partners II | P | 2022-01-01 | 2024-12-31 | -$102,089 | -$102,089 | $102,089 | |
| Long Term Gain Mason Wells Buyout Fund IV | P | 2022-01-01 | 2024-12-31 | $1,262,792 | $1,262,792 | $1,262,792 | |
| Long Term Loss Meritage Investors LLC | P | 2022-01-01 | 2024-12-31 | -$68,322 | -$68,322 | $68,322 | |
| Long Term Loss Meritage Investors 2018 LLC | P | 2022-01-01 | 2024-12-31 | -$125,000 | -$125,000 | $125,000 | |
| Long Term Loss Monroe Capital Credit Fund II | P | 2022-01-01 | 2024-12-31 | -$19,838 | -$19,838 | $19,838 | |
| Long Term Loss Monroe Capital Credit Fund III | P | 2022-01-01 | 2024-12-31 | -$5,824 | -$5,824 | $5,824 | |
| Long Term Gain Monroe Capital Private Delaware Feeder Fund IV | P | 2022-01-01 | 2024-12-31 | $795 | $795 | $795 | |
| Long Term Loss Mountaingate Capital II | P | 2022-01-01 | 2024-12-31 | -$35,920 | -$35,920 | $35,920 | |
| Long Term Gain NGP Natural Resources X | P | 2022-01-01 | 2024-12-31 | $2,146 | $2,146 | $2,146 | |
| Long Term Gain NGP Natural Resources XI | P | 2022-01-01 | 2024-12-31 | $18,432 | $18,432 | $18,432 | |
| Long Term Loss Peloton Equity I | P | 2022-01-01 | 2024-12-31 | -$24,453 | -$24,453 | $24,453 | |
| Long Term Loss Ridge Ventures V | P | 2022-01-01 | 2024-12-31 | -$1 | -$1 | $1 | |
| Long Term Gain Riverside Strategic Capital Fund I A | P | 2022-01-01 | 2024-12-31 | $96,300 | $96,300 | $96,300 | |
| Long Term Loss Royalton Capital Investors II | P | 2022-01-01 | 2024-12-31 | $30,394 | $30,394 | $30,394 | |
| Long Term Loss RP Legends Place LP | P | 2022-01-01 | 2024-12-31 | -$3,684 | -$3,684 | $3,684 | |
| Long Term Gain Section Capital IV | P | 2022-01-01 | 2024-12-31 | $5,986 | $5,986 | $5,986 | |
| Long Term Loss Structural Capital Investors II | P | 2022-01-01 | 2024-12-31 | -$2,624 | -$2,624 | $2,624 | |
| Long Term Loss Structural Capital Investor IV | P | 2022-01-01 | 2024-12-31 | -$28,019 | -$28,019 | $28,019 | |
| Long Term Gain Tahosa DV LLC | P | 2022-01-01 | 2024-12-31 | $129,064 | $129,064 | $129,064 | |
| Long Term Gain Telegraph Hill Partners III | P | 2022-01-01 | 2024-12-31 | $1,119 | $1,119 | $1,119 | |
| Long Term Loss Freg Colony Woods | P | 2022-01-01 | 2024-12-31 | -$3,082 | -$3,082 | $3,082 | |
| 15354. shs Braze Inc Reg Shs Cl A | P | 2018-09-24 | 2024-04-02 | $648,663 | $609,826 | $609,826 | $38,837 |
| 1000000. US Treas 4.375% 10/31/24 | P | 2022-11-17 | 2024-10-31 | $1,000,000 | $1,054 | $1,054 | $998,946 |
| 1000000. US Treas 4.5% 11/30/24 | P | 2022-12-16 | 2024-12-02 | $1,000,000 | -$5,313 | -$5,313 | $1,005,313 |
| Long Term Gain Seneca Capital Real Estate | P | 2022-01-01 | 2024-12-31 | $7 | $7 | $7 | |
| Long Term loss SC PCI Grove | P | 2022-01-01 | 2024-12-31 | -$3,063 | -$3,063 | $3,063 | |
| 1231 Loss Bonaccord Prime IH Aggregator | P | 2022-01-01 | 2024-12-31 | -$6 | -$6 | $6 | |
| 1231 Loss Clairmont GP Fund IV | P | 2022-01-01 | 2024-12-31 | -$52,094 | -$52,094 | $52,094 | |
| 1231 Gain DSP Kingsley | P | 2022-01-01 | 2024-12-31 | $284,796 | $284,796 | $284,796 | |
| 1231 Gain FFV WI Holding | P | 2022-01-01 | 2024-12-31 | -$3 | -$3 | $3 | |
| 1231 Loss Founders Properties Income Fund II | P | 2022-01-01 | 2024-12-31 | -$218,574 | -$218,574 | $218,574 | |
| 1231 GainGMB Mezz capital IV | P | 2022-01-01 | 2024-12-31 | $26 | $26 | $26 | |
| 1231 Gain Greywolf Containership Opp FD II | P | 2022-01-01 | 2024-12-31 | $53,254 | $53,254 | $53,254 | |
| 1231 Gain Kayne Partners IV QP LP | P | 2022-01-01 | 2024-12-31 | $3 | $3 | $3 | |
| 1231 Gain MLG Private Fund IV | P | 2022-01-01 | 2024-12-31 | $28,285 | $28,285 | $28,285 | |
| 1231 Gain MLG Private Fund V | P | 2022-01-01 | 2024-12-31 | $11,741 | $11,741 | $11,741 | |
| 1231 Gain MLG PF Toro Co Investor | P | 2022-01-01 | 2024-12-31 | $128,976 | $128,976 | $128,976 | |
| 1231 Gain Monroe Private Credit fund II | P | 2022-01-01 | 2024-12-31 | $22,361 | $22,361 | $22,361 | |
| 1231 Gain Monroe Private Credit Fund III | P | 2022-01-01 | 2024-12-31 | $8,584 | $8,584 | $8,584 | |
| 1231 Gain Phoenix Capital Investor Partners | P | 2022-01-01 | 2024-12-31 | $652,304 | $652,304 | $652,304 | |
| 1231 Gain Rockstreet AO Multifamily IV | P | 2022-01-01 | 2024-12-31 | $38,673 | $38,673 | $38,673 | |
| Long Term Loss Boulder Ventures VII | P | 2022-01-01 | 2024-12-31 | -$7,793 | -$7,793 | $7,793 | |
| Short Term Loss Kayne NewRoad Ventures Fund II | P | 2024-01-01 | 2024-12-31 | -$187 | -$187 | $187 | |
| Short Term Gain NGP Natural Resources XIII | P | 2024-01-01 | 2024-12-31 | $270 | $270 | $270 | |
| Long Term Loss Clairmont GP Fund IV | P | 2022-01-01 | 2024-12-31 | -$15 | -$15 | $15 | |
| Long Term Loss Edison Partners X LP | P | 2022-01-01 | 2024-12-31 | -$17,036 | -$17,036 | $17,036 | |
| Long Term Gain Harbert Growth Partners V | P | 2022-01-01 | 2024-12-31 | $212 | $212 | $212 | |
| Long Term Gain Mountaingate Capital II | P | 2022-01-01 | 2024-12-31 | $110,072 | $110,072 | $110,072 | |
| Long Term Loss Rp Legends Place LP | P | 2022-01-01 | 2024-12-31 | -$3,049 | -$3,049 | $3,049 | |
| Long Term Loss TJM Poblocki | P | 2022-01-01 | 2024-12-31 | -$145,147 | -$145,147 | $145,147 | |
| 1231 Loss The Energy & Minerals Group III | P | 2022-01-01 | 2024-12-31 | -$295 | -$295 | $295 | |
| 1231 Loss Kayne Partners Fund V | P | 2022-01-01 | 2024-12-31 | -$1 | -$1 | $1 | |
| 1231 Loss NGP Natural Resources X | P | 2022-01-01 | 2024-12-31 | -$722 | -$722 | $722 | |
| 1231 Loss NGP Natural Resources XI | P | 2022-01-01 | 2024-12-31 | -$141 | -$141 | $141 | |
| 1231 Loss TJM Poblocki Holdings | P | 2022-01-01 | 2024-12-31 | -$96,955 | -$96,955 | $96,955 | |
| 1231 Gain Unbridled Resources | P | 2022-01-01 | 2024-12-31 | $890 | $890 | $890 | |
| Long TErm Gain Kayne Anderson IV QP LP | P | 2022-01-01 | 2024-12-31 | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,712,043 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $29,361 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,764 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $91,764 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $413 | EsPenaltyAmt |
| Overpayment | $63,381 | OverpaymentAmt |
| Applied To ES Tax | $63,381 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 |
| Roberta M Reiman | ||||||||
| 125 West Wisconsin Avenue Suite 200 | Pewaukee | WI | 53072 | Director | 0.00 | $0 | $0 | $0 |
| Scott J Reiman | ||||||||
| 240 St Paul Street Suite 600 | Denver | CO | 80206 | Chairman and CEO | 2.00 | $0 | $0 | $0 |
| Brian F Fleischmann | ||||||||
| 240 St Paul Street Suite 600 | Denver | CO | 80206 | 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 | ||||||||
| 240 St Paul Street Suite 600 | Denver | CO | 80206 | 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 |
| Roy J Reiman | ||||||||
| 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 | $73,758,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,178,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,936,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,936,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,169,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,767,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,838,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,838,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,970 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $188,184 | IncomeTaxAmt |
| Total Tax | $216,154 | TotalTaxAmt |
| Distributable Before Adj | $3,622,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,622,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,622,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,488,395 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,488,395 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,622,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,164,770 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,834,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,458,159 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,492,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,180,355 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,130,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,488,395 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,622,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,866,161 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,996,283 | 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 | $1,164,770 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,831,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,834,037 | ExcessFromYear4Amt |
| Excess From Year3 | $1,458,159 | ExcessFromYear3Amt |
| Excess From Year2 | $2,492,801 | ExcessFromYear2Amt |
| Excess From Year1 | $2,180,355 | ExcessFromYear1Amt |
| Excess From Current Year | $1,866,161 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (82 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 | ||||||||
| 5251 DTC Parkway Suite 1150 | Greenwood Village | CO | 80111 | None | PC | Ace Scholarships | $1,000,000 | |
| Aurora Medical Health Care Foundation | ||||||||
| 950 N 12th Street Suite A511 | Milwaukee | WI | 53233 | None | PC | General Operations Global Health | $50,000 | |
| Badger Institute | ||||||||
| 700 W Virginia Street Suite 301 | Milwaukee | WI | 53204 | None | PC | General Operations | $10,000 | |
| Bonaccord Prime MH Aggregator LP | ||||||||
| 299 Park Avenue | New York | NY | 10171 | None | PC | General Operations | $15 | |
| Cass Career Ceter | ||||||||
| 1600 E Elm Road | Harrisonville | MO | 64701 | None | PC | General Operations | $5,000 | |
| Childrens Hospital of Wisconsin Foundation | ||||||||
| 999 N 92nd Street Suite 220 | Milwaukee | WI | 53226 | None | PC | General Operations | $1,000,000 | |
| Childrens Hospital of Wisconsin Foundation | ||||||||
| 999 N 92nd Street Suite 220 | Milwaukee | WI | 53226 | None | PC | General Operations | $1,000,000 | |
| Childrens Hospital Of Wisconsin Foundation | ||||||||
| 999 N 92nd Street Suite 220 | Milwaukee | WI | 53226 | None | PC | General Operations | $10,000 | |
| Childrens Hospital Of Wisconsin Foundation | ||||||||
| 999 N 92nd Street Suite 220 | MIlwaukee | WI | 53226 | None | PC | General Operations | $1,000,000 | |
| Colorado Golf Foundation | ||||||||
| 5990 Greenwood Plaza Blvd 102 | Denver | CO | 80249 | None | PC | General Operations | $10,000 | |
| Conservancy for Healing and Heritage | ||||||||
| PO Box 320305 | Franklin | WI | 53132 | None | General Operation | $5,000 | ||
| Curexa Investor Group LLC | ||||||||
| 410 Park Avenue Suite 730 | New York | NY | 10022 | None | PC | General Operations | $450 | |
| Energy and Mineral Group Fund III LP | ||||||||
| 2000 Mckinney Avenue Suite 1250 | Dallas | TX | 75201 | None | PC | General Operations | $11 | |
| Evans Scholarship Foundation | ||||||||
| 1000 Hummingbird Drive | Castle Rock | CO | 80108 | None | PC | General Operations | $25,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operation | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operation | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | pof | General Operations | $10,000 | |
| Farmhouse Foundation | ||||||||
| 1021 Jefferson Street | Kansas City | MO | 64105 | None | PC | General Operations | $5,000 | |
| Friends of Plum Media | ||||||||
| 1418 W St Paul Avenue | Milwaukee | WI | 53233 | None | PC | General Operations | $180,000 | |
| GMB Mezzanine Capital IV Parallel LP | ||||||||
| 50 South Sixth Street Suite 1460 | Minneapolis | MN | 55402 | None | PC | General Operations | $3 | |
| Greenpeace Fund | ||||||||
| 1300 Eye Street NW Suite 1100 East | Washington | DC | 20005 | None | SO I | General Operation | $10,000 | |
| Greenpeace Fund | ||||||||
| 1300 Eye Street NW Suite 1100 East | Washington | DC | 20005 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 1300 Eye Street NW Suite 1100 East | Washington | DC | 20005 | None | SO I | General operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 1300 Eye Street NW Suite 1100 East | Washington | DC | 20005 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 1300 Eye Street NW Suite 1100 East | Washington | DC | 20005 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 1300 Eye Street NW Suite 1100 East | Washington | DC | 20005 | None | SO I | General Operations | $10,000 | |
| Inflection Energy LLC | ||||||||
| 1001 17th Street Suite 1000 | Denver | CO | 80202 | None | PC | General Operations | $1 | |
| Iowa Barn Foundation | ||||||||
| PO Box 436 | Nevada | IA | 50201 | None | PC | General Operations | $2,500 | |
| Iowa State University Foundation | ||||||||
| 2505 University Boulevard | Ames | IA | 500102230 | None | PC | General Operations | $289,197 | |
| Jack A Vickers Prostate Cancer Fund | ||||||||
| 1000 Hummingbird Drive | Castle Rock | CO | 80108 | None | PC | General Operations | $50,000 | |
| Kayne Partners Fund IV (QP) LP | ||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | None | PC | General Operations | $3 | |
| Lee's Summitt Education Foundation | ||||||||
| 301 NE Tudor Road | Lees Summit | MO | 64086 | None | PC | General Operations | $25,000 | |
| Milwaukee County Historical Society | ||||||||
| 910 N Dr Martin Luther King Dr | Milwaukee | WI | 53203 | None | PC | General Operations | $690 | |
| Monroe Capital Private Credit Fund II | ||||||||
| 311 South Wacker Drive Suite 6400 | Chicago | IL | 60606 | None | PC | General Operations | $4 | |
| Monroe Capital Private Credit Fund III | ||||||||
| 311 South Wacker Drive Suite 6400 | Chicago | IL | 60606 | None | pc | General Operations | $2 | |
| Museum of Contemporary Art Denver | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | None | PC | LuminoCity Gala | $3,965 | |
| National Christian Foundation | ||||||||
| 7350 E Evan Road bldg A | Scottsdale | AZ | 85260 | None | PC | General Operations | $25,000 | |
| NewRoad III LP | ||||||||
| 215 NW A Street Suite 510 | Bentonville | AR | 72712 | None | PC | General Operations | $25 | |
| NGP Natural Resources X LP | ||||||||
| 5221 N OConnor Blvd Suite 1100 | Irving | TX | 75039 | None | pc | General Operations | $3 | |
| NGP Natural Resources XI LP | ||||||||
| 5221 N OConnor Boulevard Suite 1100 | Irving | TX | 75039 | None | PC | General Operations | $17 | |
| 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 | |
| Regis University | ||||||||
| 3333 Regis Blvd A-17 | Denver | CO | 802211099 | None | PC | General Operations | $25,000 | |
| Reiman Gardens | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | General Operations | $25,000 | |
| RMI SV Holdings LLC | ||||||||
| 28 State Street | Boston | MA | 02109 | None | PC | General Operations | $7 | |
| Sojourner Foundation | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | None | PC | General Operations | $25,000 | |
| SV PCL Holdings LLC | ||||||||
| 28 State Street Suite 980 | Boston | MA | 02109 | None | PC | General Operation | $2 | |
| Third Option Foundation | ||||||||
| 11160 C1 South Lakes Drive 158 | Reston | VA | 20191 | None | PC | General Operations | $25,000 | |
| Unconditional Inc | ||||||||
| PO Box 483 | Laguna Beach | CA | 926520483 | None | PC | General Operations | $10,000 | |
| Unity Church | ||||||||
| 1901 NW Blue Parkway | Unity Village | MO | 640650001 | None | PC | General Operations | $75,000 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $25,000 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $26,500 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,500 | |
| Young America's Foundation | ||||||||
| 11480 Commerce Park Drive Sixth | Reston | VA | 20191 | None | PC | General Operations | $10,000 | Floor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,488,395 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $870,186 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$299,941 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $244,660 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,712,043 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $826,867 | 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 | $4,353,815 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,353,866 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Roberta M Reiman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 West Wisconsin Ave Suite 200 | AddressLine1Txt |
| City | Pewaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $67,972,897 | BookValueAmt |
| EOYFMV | $67,972,897 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Removal of Capitalized Insurance Policy on Death | Desc |
| Amt | $7,160,340 | Amt |
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 | $1,373,000 | $1,158,000 | $215,000 | $0 |
| Other Expenses From Line 13 | $10,754 | $10,754 | $0 | $0 |
| Charitable Donations | $543 | $543 | $0 | $0 |
| Royalty Expenses | $10,809 | $0 | $10,809 | $0 |
| Depletion Expense | $363,574 | $0 | $363,574 | $0 |
| Intangible Drilling Costs | $74,180 | $0 | $74,180 | $0 |
| Interest Expense | $345,458 | $345,458 | $0 | $0 |
| Other Expenses From Line 13 | $640,935 | $0 | $0 | $0 |
| Losses from Pass Thru Rentals | $299,941 | $299,941 | $299,941 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Portfolio Income | $49,817 | $49,817 | $49,817 |
| Other Income Line 11E | $193 | $193 | $193 |
| Other Income Line 11i | $90,249 | $90,249 | $90,249 |
| Royalty Income | $104,401 | $104,401 | $104,401 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Income | Desc |
| Amt | $129,718 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $2,750,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Roberta M Reiman | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
| Joni Winston | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
| Terrin Riemer | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
| Roy J Reiman | |||
| 125 W Wisconsin Ave Suite 200 | Pewaukee | WI | 53072 |
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