REIMAN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- REIMAN FOUNDATION INC (EIN 39-1570264)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201413099349100426
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T15:07:02-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 Investments Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 S 84th Street Suite 221 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIM | BusinessNameControlTxt |
| Phone | 4144560600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 S 84th Street No 221 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Troy G Hildebrandt | PersonNm |
| Person Title | Director of Tax | PersonTitleTxt |
| Phone | 4144560600 | PhoneNum |
| Signature | 2014-11-05 | 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 | 4144560600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,606,259 | 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 | $2,980,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $637,166 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $636,053 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,113 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $96,692 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$229,442 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,675,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,967,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,675,373 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $2,981,149 | IncmModificationsAdjNetIncmAmt |
| Cost Of Goods Sold | $1,012,759 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$1,012,759 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$1,012,759 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,807 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,256 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,302 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,283,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,409,374 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,970,806 | 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 | $4,399,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,445,437 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $798,803 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,399,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,445,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $798,803 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,484,847 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,484,847 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,884,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,445,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $798,803 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,484,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,601,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,963,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,172,003 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,394 | CashBOYAmt |
| Cash EOY | $239,841 | CashEOYAmt |
| Cash EOYFMV | $239,841 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,692,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,961,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,961,830 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $117,881,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,404,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,404,588 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $121,589,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,606,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,606,259 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,390,123 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,739 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,390,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,739 | 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 | -$43,486,212 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$48,087,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,199,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,598,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,589,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,606,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,199,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,601,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $115,598,520 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,598,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (83 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| L-Term Gain ASGI Private Equity QP 1999 | P | 2001-01-01 | 2013-12-31 | $1,509 | $1,509 | $1,509 | |
| S-Term Gain ASGI Private Equity Partners QP 1999 | P | 2013-01-01 | 2013-12-31 | $36 | $36 | $36 | |
| S-Term Gain ASGI Private Equity Partners QP 2001 | P | 2013-01-01 | 2013-12-31 | $109 | $109 | $109 | |
| S-Term Gain Boulder Ventures V | P | 2013-01-01 | 2013-12-31 | $173,993 | $173,993 | $173,993 | |
| S-Term Loss Farallon Capital Institutional Partners | P | 2013-01-01 | 2013-12-31 | -$3 | -$3 | $3 | |
| S-Term Loss Firstmark Capital I | P | 2013-01-01 | 2013-12-31 | -$1,754 | -$1,754 | $1,754 | |
| S-Term Loss FFC Partners III | P | 2013-01-01 | 2013-12-31 | -$2 | -$2 | $2 | |
| S-Term Gain IDG Ventures SF LP | P | 2013-01-01 | 2013-12-31 | $3,563 | $3,563 | $3,563 | |
| S-Term Loss Longitude Venture Partners LP | P | 2013-01-01 | 2013-12-31 | -$4,766 | -$4,766 | $4,766 | |
| S-Term Gain Midtown Fund III | P | 2013-01-01 | 2013-12-31 | $1,145 | $1,145 | $1,145 | |
| S-Term Gain Natural Gas Partners VIII | P | 2013-01-01 | 2013-12-31 | $17 | $17 | $17 | |
| S-Term Loss NGP Energy Technology Partners LP | P | 2013-01-01 | 2013-12-31 | -$233 | -$233 | $233 | |
| S-Term Loss NV Partners IV | P | 2013-01-01 | 2013-12-31 | -$1,056 | -$1,056 | $1,056 | |
| S-Term Gain Private Equity Portfolio Fund LLC | P | 2013-01-01 | 2013-12-31 | $14 | $14 | $14 | |
| S-Term Loss ETF Fund 1099 | P | 2013-01-01 | 2013-12-31 | $2,543,230 | -$40,450 | -$40,450 | $2,583,680 |
| S-Term Gain Northstar Fund | P | 2013-01-01 | 2013-12-31 | $81,969 | $9,335 | $9,335 | $72,634 |
| L-Term Gain ASGI Private Equity QP 2001 | P | 2012-01-01 | 2013-12-31 | $43,908 | $43,908 | $43,908 | |
| L-Term Loss Argus Capital Partners II | P | 2012-01-01 | 2013-12-31 | -$170,916 | -$170,916 | $170,916 | |
| L-Term Gain Boulder Ventures V | P | 2012-01-01 | 2013-12-31 | $1,308,419 | $1,308,419 | $1,308,419 | |
| L-Term Gain Camcor Oil Sands Opportunity Fund 1A, LP | P | 2012-01-01 | 2013-12-31 | $692,623 | $692,623 | $692,623 | |
| L-Term Gain Carlyle Partners IV Cayman LP | P | 2012-01-01 | 2013-12-31 | $44,813 | $44,813 | $44,813 | |
| L-Term Gain Carlyle Partners IV LP | P | 2012-01-01 | 2013-12-31 | $188,984 | $188,984 | $188,984 | |
| L-Term Gain Carlyle Partners IV Telecommunications LP | P | 2012-01-01 | 2013-12-31 | $106,035 | $106,035 | $106,035 | |
| L-Term Loss Farallon Capital Institutional Partners | P | 2012-01-01 | 2013-12-31 | -$4,584 | -$4,584 | $4,584 | |
| L-Term Gain Firstmark Capital I LP | P | 2012-01-01 | 2013-12-31 | $31,523 | $31,523 | $31,523 | |
| L-Term Gain FFC Partners II LP | P | 2012-01-01 | 2013-12-31 | $73,595 | $73,595 | $73,595 | |
| L-Term Gain FFC Partners III LP | P | 2012-01-01 | 2013-12-31 | $12,055 | $12,055 | $12,055 | |
| L-Term Gain FFC Partners III-B LP | P | 2012-01-01 | 2013-12-31 | $22,561 | $22,561 | $22,561 | |
| L-Term Gain Harbert European Real estate Fund II | P | 2012-01-01 | 2013-12-31 | $274,285 | $274,285 | $274,285 | |
| L-Term Loss IDG Ventures SF | P | 2012-01-01 | 2013-12-31 | -$96,774 | -$96,774 | $96,774 | |
| L-Term Gain ICAP Pfic | P | 2012-01-01 | 2013-12-31 | $405,941 | $405,941 | $405,941 | |
| L-Term Gain Longitude Venture Partners | P | 2012-01-01 | 2013-12-31 | -$19,240 | -$19,240 | $19,240 | |
| L-Term Gain MBH Enterprises LLC | P | 2012-01-01 | 2013-12-31 | $903 | $903 | $903 | |
| L-Term Gain Mason Wells Buyout Fund II | P | 2012-01-01 | 2013-12-31 | $57,923 | $57,923 | $57,923 | |
| L-Term Loss Meritage Private Equity Fund II | P | 2012-01-01 | 2013-12-31 | -$31,027 | -$31,027 | $31,027 | |
| L-Term Loss Midtown Fund III | P | 2012-01-01 | 2013-12-31 | -$48,635 | -$48,635 | $48,635 | |
| L-Term Gain Natural Gas Partners VII | P | 2012-01-01 | 2013-12-31 | $66,147 | $66,147 | $66,147 | |
| L-Term Gain Natural Gas Partners VIII | P | 2012-01-01 | 2013-12-31 | $141,909 | $141,909 | $141,909 | |
| L-Term Loss NGP Energy Technology Partners LP | P | 2012-01-01 | 2013-12-31 | -$18,046 | -$18,046 | $18,046 | |
| L-Term Gain NGP Midstream & Resources | P | 2012-01-01 | 2013-12-31 | $719,072 | $719,072 | $719,072 | |
| L-Term Loss NV Partners IV | P | 2012-01-01 | 2013-12-31 | -$229,767 | -$229,767 | $229,767 | |
| L-Term Loss ODP Manassas LLC | P | 2012-01-01 | 2013-12-31 | -$184 | -$184 | $184 | |
| L-Term Gain Pouschine Cook Partners | P | 2012-01-01 | 2013-12-31 | $26,488 | $26,488 | $26,488 | |
| L-Term Gain Pouschine Cook Partners II | P | 2012-01-01 | 2013-12-31 | $121,825 | $121,825 | $121,825 | |
| L-Term Loss Private Equity Portfolio Fund LLC | P | 2012-01-01 | 2013-12-31 | -$18,425 | -$18,425 | $18,425 | |
| L-Term Gain Telegraph Hill Partners II | P | 2012-01-01 | 2013-12-31 | $302,919 | $302,919 | $302,919 | |
| L-Term Gain VSS Communication Partners IV | P | 2012-01-01 | 2013-12-31 | $5,480 | $5,480 | $5,480 | |
| L-Term Gain W Capital Partners II | P | 2012-01-01 | 2013-12-31 | $82,698 | $82,698 | $82,698 | |
| 5800 shs Apache Stock | P | 2012-04-30 | 2013-06-18 | $505,255 | -$51,197 | -$51,197 | $556,452 |
| 17,515 shs Apache Stock | P | 2012-04-30 | 2013-12-03 | $1,623,848 | -$56,541 | -$56,541 | $1,680,389 |
| Cordillera Energy III L-Term Gain | P | 1997-01-01 | 2013-05-09 | $368,930 | $368,930 | $368,930 | |
| Long Term Loss on Liquidation Amerigas LP | P | 2012-01-01 | 2013-12-31 | -$15,473 | -$15,473 | $15,473 | |
| 33,309 shs Accelerate Diagnostics | P | 2005-02-07 | 2013-01-31 | $141,207 | $74,589 | $74,589 | $66,618 |
| 6,000 shs Recovery Energy Inc | P | 2010-05-15 | 2013-09-06 | $9,656 | -$30,844 | -$30,844 | $40,500 |
| Class Action BMO Harris Acct | P | 2012-01-01 | 2013-12-31 | $10,095 | $10,095 | $10,095 | |
| ETF Index Fund Capital Gain dist | P | 2012-01-01 | 2013-12-31 | $1,094 | $1,094 | $1,094 | |
| L-Term Gain Northstar Manager | P | 2012-01-01 | 2013-12-31 | $1,667,537 | $446,124 | $446,124 | $1,221,413 |
| 1231 Gain ASGI Private Equity Partners QP 1999 | P | 2012-01-01 | 2013-12-31 | $8 | $8 | $8 | |
| 1231 Gain ASGI Private Equity Partners of 2001 | P | 2012-01-01 | 2013-12-31 | $1,021 | $1,021 | $1,021 | |
| 1231 Gain Amerigas Partners LP | P | 2012-01-01 | 2013-12-31 | $19 | $19 | $19 | |
| S-Term Gain Harbert European Real Estate Fund II | P | 2013-01-01 | 2013-12-31 | $570,631 | $570,631 | $570,631 | |
| 1231 Gain MBH Enterprises LLC | P | 2012-01-01 | 2013-12-31 | $60,669 | $60,669 | $60,669 | |
| 1231 Loss Marquette Transport Company | P | 2012-01-01 | 2013-12-31 | -$1,480 | -$1,480 | $1,480 | |
| 1231 Gain Natural Gas Partners VII | P | 2012-01-01 | 2013-12-31 | $35 | $35 | $35 | |
| 1231 Gain Natural Gas Partners VIII | P | 2012-01-01 | 2013-12-31 | $68,511 | $68,511 | $68,511 | |
| 1231 Gain NGP Natural Resources X | P | 2012-01-01 | 2013-12-31 | $1,681 | $1,681 | $1,681 | |
| 1231 Loss NGP Midstream & Resources | P | 2012-01-01 | 2013-12-31 | -$99 | -$99 | $99 | |
| 1231 Gain Opus Real Estate VII | P | 2012-01-01 | 2013-12-31 | $340,358 | $340,358 | $340,358 | |
| 1231 Gain Opus Real Estate VII | P | 2012-01-01 | 2013-12-31 | $38,634 | $38,634 | $38,634 | |
| 1231 Gain PCP Market Heights | P | 2012-01-01 | 2013-12-31 | $2,554,214 | $2,554,214 | $2,554,214 | |
| 1231 Loss Private Equity Portfolio Fund LP | P | 2012-01-01 | 2013-12-31 | -$3 | -$3 | $3 | |
| 1256 Loss Short Term Farallon Capital Institutional Partners | P | 2013-01-01 | 2013-12-31 | -$22,637 | -$22,637 | $22,637 | |
| 1256 Loss Long Term Farallon Capital Institutional Partners | P | 2012-01-01 | 2013-12-31 | -$33,959 | -$33,959 | $33,959 | |
| 1256 Loss Short Term NGP Natural Resources X | P | 2013-01-01 | 2013-12-31 | -$8 | -$8 | $8 | |
| 1256 Loss Long Term NGP Natural Resources X | P | 2012-01-01 | 2013-12-31 | -$11 | -$11 | $11 | |
| 1256 Loss RJ OBRIEN PRT Capital | P | 2013-01-01 | 2013-12-31 | -$24,238 | -$24,238 | $24,238 | |
| 1256 Loss RJ OBRIEN PRT Capital | P | 2012-01-01 | 2013-12-31 | -$36,356 | -$36,356 | $36,356 | |
| 1256 Loss NewEDGE USA 1099 PRT Strategic | P | 2013-01-01 | 2013-12-31 | -$898,120 | -$898,120 | $898,120 | |
| 1256 Loss NewEDGE USA 1099 PRT Strategic | P | 2012-01-01 | 2013-12-31 | -$1,347,181 | -$1,347,181 | $1,347,181 | |
| Short Term Gain Farallon Capital Institutional Partners | P | 2013-01-01 | 2013-12-31 | $146,649 | $146,649 | $146,649 | |
| Long Term Gain Farallon Capital Institutional Partners | P | 2012-01-01 | 2013-12-31 | $139,459 | $139,459 | $139,459 | |
| Long Term Gain Firstmark Capital I LP | P | 2012-01-01 | 2013-12-31 | $182,449 | $182,449 | $182,449 | |
| Long Term Loss Grandhaven Canada ULC | P | 2012-01-01 | 2013-12-31 | -$45,615 | -$45,615 | $45,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,675,373 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$234,424 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,770,286 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $130,137,780 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090445 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,397,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $124,160,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035420 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,088,998 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $119,072,333 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,100,177 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $128,550,285 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047454 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,749,764 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $228,811,425 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081944 | DistributionYr5Rt |
| Total Distribution | 0.314798 | TotalDistributionRt |
| Average Distribution | 0.062960 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $120,933,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,614,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $49,639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,663,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,484,847 | 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 | $49,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,494 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $102,494 | TotalPaymentsAndCreditsAmt |
| Overpayment | $52,855 | OverpaymentAmt |
| Applied To ES Tax | $52,855 | 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 | 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 | 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 | 4144560600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 S 84th Street Suite 221 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael J Hipp | ||||||||
| 115 S 84th St Suite 221 | Milwaukee | WI | 53214 | Secretary | 0.00 | $0 | $0 | $0 |
| Roy J Reiman | ||||||||
| 115 S 84th St Suite 221 | Milwaukee | WI | 53214 | Vice President | 0.00 | $0 | $0 | $0 |
| Roberta M Reiman | ||||||||
| 115 S 84th St Suite 221 | Milwaukee | WI | 53214 | Vice President | 0.00 | $0 | $0 | $0 |
| Scott J Reiman | ||||||||
| 730 17th Street Suite 800 | Denver | CO | 80202 | President | 2.00 | $0 | $0 | $0 |
| Brian F Fleischmann | ||||||||
| 730 17th Street Suite 800 | Denver | CO | 80202 | Vice President | 0.00 | $0 | $0 | $0 |
| Troy G Hildebrandt | ||||||||
| 115 S 84th St Suite 221 | Milwaukee | WI | 53214 | Director | 0.00 | $0 | $0 | $0 |
| Julia M Ellis | ||||||||
| 115 S 84th St Suite 221 | Milwaukee | WI | 53214 | 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 | $120,138,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,637,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,775,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,775,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,841,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,933,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,046,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,046,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,639 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $139,226 | IncomeTaxAmt |
| Total Tax | $188,865 | TotalTaxAmt |
| Distributable Before Adj | $5,857,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,857,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,857,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,484,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,484,847 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $49,639 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,435,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,857,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,309,193 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,135,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $11,690,958 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,135,532 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,484,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,857,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,627,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,762,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,309,193 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,453,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,135,381 | ExcessFromYear3Amt |
| Excess From Year1 | $11,690,958 | ExcessFromYear1Amt |
| Excess From Current Year | $3,627,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Roy J Reiman | ContributingManagerNm |
| Contributing Manager | Roberta M Reiman | ContributingManagerNm |
| Contributing Manager | Scott J Reiman | ContributingManagerNm |
| Contributing Manager | Troy G Hildebrandt | 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 | 115 S 84th Street Suite 221 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4144560600 | 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 (167 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Ace Scholarship | ||||||||
| 1201 E Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | General Operations | $25,000 | |
| Ace Scholarship | ||||||||
| 1201 E Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | General Operation | $100,000 | |
| Ace Scholarship | ||||||||
| 1201 E Colfax Avenue Suite 302 | Denver | CO | 80218 | None | PC | General Operations | $100,000 | |
| Adaptive Spirit | ||||||||
| 2329 W Main Street | Littleton | CO | 80120 | None | PF | General Operation | $15,000 | |
| Alverno College | ||||||||
| 3400 S 43rd Street | Milwaukee | WI | 53234 | None | PC | Alverno Fund | $11,000 | |
| American Transplant Foundation | ||||||||
| 600 17th Street Suite 2515 S | Denver | CO | 80202 | None | PC | General Operation | $10,000 | |
| Autism Society of Southeastern Wisconsin | ||||||||
| 3720 N 124th Street Suite O | Wauwatosa | WI | 53222 | None | PC | General Operations | $25,000 | |
| Boys & Girls Club of Greater Milwaukee | ||||||||
| 1558 N 6th Street | Milwaukee | WI | 53212 | None | PC | General Operations | $5,000 | |
| Cass County Career Center | ||||||||
| 1600 E Elm Street | Harrisonville | MO | 64701 | None | PC | General Operations | $5,000 | |
| Children's Hospital Foundation | ||||||||
| 13123 E 16th Avenue Box 045 | Aurora | CO | 80045 | None | PC | Anschutz Medical Campus | $12,000 | |
| Children's Hospital Foundation | ||||||||
| 13123 E 16th Avenue Box 045 | Aurora | CO | 80045 | None | PC | Anschutz Medical Campus | $150,000 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations-The Hornet's Sports Club | $314,548 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations The Hornet's Nest Sport's Club | $11,644 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations The Hornets Nest Sports Club | $239,383 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations The Hornets Nest Sports Club | $432,418 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operation-The Hornet's Nest Sports Club | $381,409 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations | $541,806 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations | $348,428 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations | $584,975 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations | $308,072 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations | $209,537 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations | $208,815 | |
| City of Netawaka | ||||||||
| 233 White Way | Netawaka | KS | 66516 | None | PC | General Operations | $30,288 | |
| Clayton Early Learning | ||||||||
| 3801 Martin Luther King Blvd | Denver | CO | 80025 | None | PC | General Operations | $10,000 | |
| Denver Art Museum | ||||||||
| 100 W 14th Avenue Pkwy | Denver | CO | 80204 | None | PC | General Operations | $25,000 | |
| Denver Art Museum | ||||||||
| 100 W 14th Avenue Pkwy | Denver | CO | 80204 | None | PC | General Operations | $10,000 | |
| Denver Art Museum | ||||||||
| 100 W 14th Avenue Pkwy | Denver | CO | 80204 | None | PC | General Operation | $100,000 | |
| Denver Scholarship Foundation | ||||||||
| 303 E 17th Avenue Suite 200 | Denver | CO | 80203 | None | EOF | Scholarships for Denver Public School System | $50,000 | |
| Discovery World at Pier Wisconsin | ||||||||
| 500 N Harbor Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $100,000 | |
| Discovery World at Pier Wisconsin | ||||||||
| 600 W Virginia St Suite 100 | Milwaukee | WI | 53204 | None | PC | Gala Ball | $20,000 | |
| Escuela de Guadalupe | ||||||||
| 3401 Pecos Street | Denver | CO | 80211 | None | PC | General Operations | $10,000 | |
| Evans Scholars Foundation | ||||||||
| PO Box 673107 | Milwaukee | WI | 53267 | None | EOF | General Operations | $50,000 | |
| Evans Scholars Foundation | ||||||||
| PO Box 673107 | Milwaukee | WI | 53267 | None | EOF | General Operations | $50,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operation | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO Box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Farm Sanctuary | ||||||||
| PO box 150 | Watkins Glen | NY | 14891 | None | POF | General Operations | $10,000 | |
| Graland Country Day School | ||||||||
| 30 Birch Street | Denver | CO | 80220 | None | PC | General Operations | $75,000 | |
| Graland Country Day School | ||||||||
| 30 Birch Street | Denver | CO | 80220 | None | PC | Building Community Campaign | $25,000 | |
| Graland Country Day School | ||||||||
| 30 Birch Street | Denver | CO | 80220 | None | PC | General Operations | $25,000 | |
| Graland Country Day School | ||||||||
| 30 Birch Street | Denver | CO | 80220 | None | PC | General Operations | $10,000 | |
| Graland Country Day School | ||||||||
| 30 Birch Street | Denver | CO | 80220 | None | PC | General Operations | $166,667 | |
| Greendale Lions | ||||||||
| PO Box 241 | Greendale | WI | 53129 | None | PF | General Operations | $725 | |
| Greendale Panthers Athletic Booster Club | ||||||||
| 8020 Fielding Lane | Greendale | WI | 53129 | None | PC | General Operation | $375 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operation | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operations | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street NW | Washington | DC | 20001 | None | SO I | General Operation | $10,000 | |
| Iowa Barn Foundation | ||||||||
| PO Box 436 | Nevada | IA | 50201 | None | PC | General Operations | $10,000 | |
| Iowa Hall of Pride | ||||||||
| 330 Park Street | Des Moines | IA | 50309 | None | PC | General Operations | $1,000 | |
| Iowa State University Foundation | ||||||||
| PO Box 868 | Ames | IA | 50010 | None | PC | Reiman Gardens | $20,000 | |
| Iowa State University Foundation | ||||||||
| PO Box 868 | Ames | IA | 50010 | None | PC | Reiman Gardens | $20,000 | |
| Iowa State University Foundation | ||||||||
| PO Box 868 | Ames | IA | 50010 | None | PC | Reiman Gardens | $20,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1407 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| Iowa State University | ||||||||
| 1417 University Boulevard | Ames | IA | 50011 | None | PC | Reiman Gardens | $10,000 | |
| John Lynch Foundation | ||||||||
| PO Box 172247 | Tampa | FL | 33672 | None | PF | General Operations | $15,000 | |
| Keep Iowa Beautiful | ||||||||
| 300 E Locust Street Suite 100 | Des Moines | IA | 50309 | None | PC | General Operations | $3,500 | |
| Keep Iowa Beautiful | ||||||||
| 300 E Locust Street Suite 100 | Des Moines | IA | 50309 | None | PC | General Operations | $493 | |
| Keep Iowa Beautiful | ||||||||
| 300 E Locust Street Suite 100 | Des Moines | IA | 50309 | None | PC | General Operations | $100,000 | |
| Kyle's Korner | ||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | General Operation | $75,000 | |
| Kyle's Korner | ||||||||
| 7106 West North Avenue | Wauwatosa | WI | 53213 | None | PC | General Operations | $2,250 | |
| Lee's Summitt Education Foundation | ||||||||
| 301 NE Tudor Road | Lees Summit | MO | 64086 | None | PC | General Operations | $72,000 | |
| Lee's Summitt Park & Recreation | ||||||||
| 220 SE Green Street | Lees Summit | MO | 64063 | None | PC | General Operations | $35,000 | |
| Leukemia and Lymphoma Society | ||||||||
| 1240 Water Street | Prairie du Sac | WI | 53578 | None | PC | General Operations | $1,000 | |
| Lou Warobick Junior Golf Foundation | ||||||||
| 11350 W Theodore Trecker Way | West Allis | WI | 53214 | None | PF | General Operations | $100 | |
| MACC Fund | ||||||||
| 10000 Innovation Drive Suite 135 | Milwaukee | WI | 53226 | None | PC | General Operations | $200 | |
| Medical College of Wisconsin | ||||||||
| 8701 Watertown Plank Road | Milwaukee | WI | 53226 | None | PC | General Operations | $50,000 | |
| Midwest Vocal Express | ||||||||
| PO Box 543 | Greendale | WI | 53129 | None | PC | General Operations | $1,120 | |
| Milwaukee Art Museum | ||||||||
| 700 N Art Museum Drive | Milwaukee | WI | 53202 | None | PC | General Operations | $100,000 | |
| Milwaukee Public Museum | ||||||||
| 800 W Wells Street | Milwaukee | WI | 53233 | None | PC | General Operations | $5,000 | |
| Milwaukee Public Television | ||||||||
| 1036 N 8th Street | Milwaukee | WI | 53233 | None | PC | General Operations | $100,000 | |
| Milwaukee Symphony Orchestra | ||||||||
| 1101 N Market Street Suite 100 | Milwaukee | WI | 53202 | None | PC | General Operations | $5,000 | |
| 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 | |
| Powell Gardens | ||||||||
| 1609 NW US Highway 50 | Kingsville | MO | 64061 | None | PC | General Operations | $12,500 | |
| RAFT Colorado | ||||||||
| 2875 Blake Street | Denver | CO | 80205 | None | PC | General Operations | $1,500 | |
| Red Caboose Day Care Center | ||||||||
| 654 Williamson Street | Madison | WI | 53703 | None | PC | General Operations | $25,000 | |
| Roundup River Ranch | ||||||||
| 10 W Beaver Creek Boulevard Suite | Avon | CO | 81620 | None | PF | General Operations | $5,000 | 250 |
| Saint Elizabeth's School | ||||||||
| 3605 Martin Luther King Blvd | Denver | CO | 80205 | None | PC | General Operation | $15,000 | |
| Santa Fe Preparatory School | ||||||||
| 1101 Camino de la Cruz Blanca | Santa Fe | NM | 87505 | None | PC | General Operation | $75,000 | |
| Sheboygan County Humane Society | ||||||||
| 3107 N 20th Street | Sheboygan | WI | 53083 | None | PC | General Operation | $4,350 | |
| Sheboygan County Humane Society | ||||||||
| 3107 N 20th Street | Sheboygan | WI | 53083 | None | PC | General Operations | $4,350 | |
| Sheboygan County Humane Society | ||||||||
| 3107 N 20th Street | Sheboygan | WI | 53083 | None | PC | General Operations | $4,350 | |
| Sound Foundation | ||||||||
| 220 E Pittsburgh Ave | Milwaukee | WI | 53204 | None | EOF | General Operations | $10,000 | |
| St Francis de Sales Seminary | ||||||||
| 3257 South Lake Drive | St Francis | WI | 53235 | None | PC | General Operations | $10,000 | |
| St Paul Catholic Center | ||||||||
| 723 State Street | Madison | WI | 53703 | None | PC | General Operations | $100,000 | |
| St Thomas Aquinas Church | ||||||||
| 2210 Lincoln Way | Ames | IA | 50014 | None | PC | General Operations | $44,812 | |
| St Thomas Aquinas Church | ||||||||
| 2210 Lincoln Way | Ames | IA | 50014 | None | PC | General Operations | $213,958 | |
| Stanley British Primary School | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $350,000 | |
| Stanley British Primary School | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $5,000 | |
| Stanley British Primary School | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $25,000 | |
| Stanley British Primary School | ||||||||
| 350 Quebec Street | Denver | CO | 80230 | None | PC | General Operations | $43,000 | |
| Teen Challenge Wisconsin | ||||||||
| 9236 W Appleton Avenue | Milwaukee | WI | 53225 | None | PC | General Operations | $10,000 | |
| Teen Challenge Wisconsin | ||||||||
| 9236 W Appleton Avenue | Milwaukee | WI | 53225 | None | PC | General Operations | $20,000 | |
| The Children's Hospital Foundation of Colorado | ||||||||
| 13123 E 16th Avenue B045 | Aurora | CO | 80045 | None | PC | General Operations | $50,000 | |
| The Community Foundation of Greater Atlanta | ||||||||
| 50 Hurt Plaza Suite 449 | Atlanta | GA | 30303 | None | EOF | General Operations | $150,000 | |
| The Community Foundation of Greater Atlanta | ||||||||
| 50 Hurt Plaza Suite 449 | Atlanta | GA | 30303 | None | EOF | General Operations | $100,000 | |
| The Community Foundation of Greater Atlanta | ||||||||
| 50 Hurt Plaza Suite 449 | Atlanta | GA | 30303 | None | EOF | General Operations | $400,000 | |
| The Gulf of Catalina | ||||||||
| 2311 Calle Se Serna | San Clemente | CA | 92672 | None | PC | General Operations | $5,000 | |
| The Heart of Harmony | ||||||||
| 11614 W Diane Drive | Wauwatosa | WI | 53226 | None | PC | General Operations | $2,000 | |
| The Paideia School | ||||||||
| 1509 Ponce de Leon Avenue | Atlanta | GA | 30307 | None | PC | General Operations | $100,000 | |
| The Paideia School | ||||||||
| 1509 Ponce de Leon Avenue | Atlanta | GA | 30307 | None | PC | General Operation | $10,000 | |
| The Paideia School | ||||||||
| 1509 Ponce de Leon Avenue | Atlanta | GA | 30307 | None | PC | General Operations | $10,000 | |
| The Topeka Youth Project | ||||||||
| 2901 SW Burlingame Road | Topeka | KS | 66611 | None | PC | General Operations | $10,000 | |
| The Water Council | ||||||||
| 247 Freshwater Way Suite 500 | Milwaukee | WI | 53204 | None | PC | General Operations | $25,000 | |
| Trees Forever | ||||||||
| 770 7th Avenue | Marion | IA | 52302 | None | PC | General Operations | $3,500 | |
| Trees Forever | ||||||||
| 770 7th Avenue | Marion | IA | 52302 | None | PC | General Operations | $493 | |
| UECMVP Project | ||||||||
| 301 W Wisconsin Avenue 400B | Milwaukee | WI | 53203 | None | PC | General Operations | $25,000 | |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin Avenue Suite 600 | Milwaukee | WI | 53203 | None | PC | General Operations | $100,000 | |
| Unity School of Christianity | ||||||||
| 1901 NW Blue Parkway | Unity Village | MO | 64065 | None | PC | General Operations | $358,425 | |
| Unity School of Christianity | ||||||||
| 1901 NW Blue Parkway | Unity Village | MO | 64065 | None | PC | General Operations | $281,738 | |
| Unity School of Christianity | ||||||||
| 1901 NW Blue Parkway | Unity Village | MO | 64065 | None | PC | General Operations | $432,104 | |
| Unity School of Christianity | ||||||||
| 1901 NW Blue Parkway | Unity Village | MO | 64065 | None | PC | General Operations | $189,614 | |
| University of Denver | ||||||||
| 2190 E Asbury Avenue | Denver | CO | 80208 | None | PC | Institute for the Advancement of the American Legal System | $10,000 | |
| University of Illinois | ||||||||
| 203 Mumford Hall MC -710 | Urbana | IL | 61801 | None | PC | James F Evans Endowment Chairman Agricultural Studies Fund | $10,000 | |
| Whitnall Park Rotary Foundation | ||||||||
| PO Box 62 | Hales Corners | WI | 53130 | None | EOF | General Operations | $5,000 | |
| Wil-Mar Neighborhood Center | ||||||||
| 953 Jenifer Street | Madison | WI | 53703 | None | PC | General Operations | $10,000 | |
| Wil-Mar Neighborhood Center | ||||||||
| 953 Jenifer Street | Madison | WI | 53703 | None | PC | General Operations | $10,000 | |
| Wisconsin Humane Society | ||||||||
| 4500 W Wisconsin Ave | Milwaukee | WI | 53208 | None | PC | General Operations | $10,000 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $31,200 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $9,700 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Wisconsin Puppy Mill Project Inc | ||||||||
| 424 North Avenue | Sheboygan | WI | 53083 | None | PC | General Operations | $12,350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,484,847 | 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 | $637,166 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$229,442 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,807 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,675,373 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,012,759 | 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 | $6,074,145 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,074,145 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Capital gains are used similarly to all other income and expenses to produce principal to fund charities that improve the well being of people and animals. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Joni Winston | ||||||
| 1 | 115 S 84th Street Suite 221 | Milwaukee | WI | 53214 | $500,000 | Yes (X) |
| Terrin Card | ||||||
| 2 | 115 S 84th Street Suite 221 | Milwaukee | WI | 53214 | $500,000 | Yes (X) |
| Scott Reiman | ||||||
| 3 | 115 S 84th Street Suite 221 | Milwaukee | WI | 53214 | $1,980,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments-Other | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $107,404,588 | BookValueAmt |
| EOYFMV | $107,404,588 | 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 | $2,762,273 | $2,204,921 | $557,352 | $0 |
| Foreign Taxes | $5,184 | $5,184 | $0 | $0 |
| Unrealized Loss | $1,385,126 | $0 | $0 | $0 |
| Interest Expense | $17,897 | $5,889 | $12,008 | $0 |
| From Various Pass Thru Entities | $229,443 | $229,443 | $229,443 | $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 | -$2,611 | -$2,611 | -$2,611 |
| Royalty Income | $1,362 | $1,362 | $1,362 |
| Other Income | $5,056 | $2,505 | $2,551 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Line of Credit | Desc |
| BOY Book Value | $1,390,123 | BOYBookValueAmt |
| EOY Book Value | $7,739 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| Joni Winston | |||
| 115 S 84th Street Suite 221 | Milwaukee | WI | 53214 |
| Cynthia Lambert | |||
| 115 S 84th Street Suite 221 | Milwaukee | WI | 53214 |
| Terrin Riemer | |||
| 115 S 84th Street Suite 221 | Milwaukee | WI | 53214 |
| Scott Reiman | |||
| 115 S 84th Street Suite 221 | Milwaukee | WI | 53214 |
Comments