-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
Reiman Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)
125 W Wisconsin Ave Suite 200
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Pewaukee
,
WI
53072
A Employer identification number
39-1570264
B
Telephone number (see instructions)
(262) 696-4455
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
72,058,884
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,500,452
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
676,600
676,600
676,600
5a
Gross rents
............
b
Net rental income or (loss)
-760,636
6a
Net gain or (loss) from sale of assets not on line 10
608,197
b
Gross sales price for all assets on line 6a
3,802,874
7
Capital gain net income (from Part IV, line 2)
...
467,571
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
0
469,691
12
Total.
Add lines 1 through 11
........
2,785,249
1,613,862
676,600
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
3,934,134
1,812,354
2,121,780
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
3,934,134
1,812,354
2,121,780
0
25
Contributions, gifts, grants paid
.......
5,069,357
5,069,357
26
Total expenses and disbursements.
Add lines 24 and 25
9,003,491
1,812,354
2,121,780
5,069,357
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-6,218,242
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
4,032,910
2,399,739
2,399,739
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
68,250,676
69,659,145
69,659,145
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
72,283,586
72,058,884
72,058,884
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
1,969,413
4,494,413
23
Total liabilities
(add lines 17 through 22)
.........
1,969,413
4,494,413
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
171,285,914
171,285,914
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
-100,971,741
-103,721,443
29
Total net assets or fund balances
(see instructions)
.....
70,314,173
67,564,471
30
Total liabilities and net assets/fund balances
(see instructions)
.
72,283,586
72,058,884
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
70,314,173
2
Enter amount from Part I, line 27a
.....................
2
-6,218,242
3
Other increases not included in line 2 (itemize)
3
3,468,540
4
Add lines 1, 2, and 3
..........................
4
67,564,471
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
67,564,471
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
Short Term Loss from Boulder Ventures VI LLC EIN 46-3860105
2019-01-01
2019-12-31
b
Long Term Loss From Boulder Ventures VI LP EIN 46-3860105
2017-01-01
2019-12-31
c
Long Term Gain Arbor Venture Partners II LLC
2017-01-01
2019-12-31
d
Long Term Gain Asean China Investment Fund (US) III LP EIN 47-3951973
2019-01-01
2019-12-31
e
Long Term Loss Boulder Ventures V LP EIN 01-0893942
2017-01-01
2019-12-31
Long Term Loss Camcor Energy Fund VII-B LP
2017-01-01
2019-12-31
Short Term Gain Edison Partners VIII LP EIN 47-3632002
2019-01-01
2019-12-31
Long Term Loss Edison Partners VIII LP EIN 47-3632002
2017-01-01
2019-12-31
Long Term Gain Firstmark Capital I (P) LP
2017-01-01
2019-12-31
7,989.000 shs Pinterest Inc
2013-10-23
2019-10-15
51,086.000 shs Pinterest Inc
2011-10-03
2019-10-15
142.000 shs Pinterest Inc
2013-10-23
2019-10-31
Long Term Loss Firstmark Capital I LP EIN 56-2513114
2017-01-01
2019-12-31
Short Term Gain Firstmark Capital II LO
2019-01-01
2019-12-31
Long Term Gain Firstmark Capital II LP EIN 80-0514709
2017-01-01
2019-12-31
Long Term Loss Firstmark Capital III LP EIN 35-2488368
2017-01-01
2019-12-31
Long Term Gain FFC Partners II, L.P. EIN 06-1559367
2017-01-01
2019-12-31
Long Term Loss FFC Partners III-B EIN 46-3628033
2017-01-01
2019-12-31
Short Term Gain Harbert Growth Partners IV LP EIN 47-3453156
2019-01-01
2019-12-31
Long Term Gain Harbert Growth Partners IV LP
2017-01-01
2019-12-31
Long Term Loss IDG Ventures SF L.P.
2017-01-01
2019-12-31
Short Term Loss Kayne Anderson Midstream Institutional Fund LP
2019-01-01
2019-12-31
Long Term Loss Kayne Anderson Midstream Institutional Fund , LP EIN
2017-01-01
2019-12-31
Long Term Gain Kayne Anderson Real Estate Partners IV LP EIN 30-0837879
2017-01-01
2019-12-31
Long Term Gain Kayne Newroad Ventures Fund II LP
2017-01-01
2019-12-31
Long Term Loss Longitude Venture Partners LP
2017-01-01
2019-12-31
Short Term Loss Longitude Venture Partners III LP EIN 32-0493450
2019-01-01
2019-12-31
Short Term Loss Madryn Health Partners LP
2019-01-01
2019-12-31
Long Term Gain Mason Wells Buyout Fund II Limited Partnership
2017-01-01
2019-12-31
Long Term Gain Meritage Private Equity Fund II, LP EIN 84-1590967
2017-01-01
2019-12-31
Short Term Loss Monroe Capital Private Credit Fund II EIN 47-2401253
2019-01-01
2019-12-31
Long Term Loss Monroe Capital Private Credit Fund II EIN 47-2401253
2017-01-01
2019-12-31
Long Term Loss Monroe Capital Private Credit Fund III EIN 82-1737205
2017-01-01
2019-12-31
Short Term Loss Monroe Capital Private Credit Fund III EIN 82-1737205
2019-01-01
2019-12-31
Short Term Loss NV Partners IV LP EIN 76-0815601
2019-01-01
2019-12-31
Long Term Gain NV Partners IV LP EIN 76-0815601
2017-01-01
2019-12-31
Long Term Gain Peloton Equity I LP EIN 47-1424493
2017-01-01
2019-12-31
Phoenix Asia Real Estate Investment Fund V (A) LP
2017-01-01
2019-12-31
Long Term Loss Telegraph Hill Partners II LP EIN 20-2608235
2017-01-01
2019-12-31
Long Term Loss Telegraph Hill Partners III EIN 35-2451872
2017-01-01
2019-12-31
Long Term Loss on Liquidation Longitude Venture Partners LP
2007-01-01
2019-12-31
Long Term Loss on Liquidation NGP Energy Technology Partners LP
2010-01-01
2019-12-31
Long Term Gain on Liquidation MLG HR Crossroads Investments LLC
2012-01-01
2019-12-31
Long Term Gain on Liquidation MLG HR Presidio LLC
2013-01-01
2019-12-31
Long Term Gain FFC Partners III B
2014-01-01
2019-12-31
Long Term Gain on Liquidation ODP Rock Spring LLC
2012-01-01
2019-12-31
Long Term Gain on Liquidation Opus VII
2007-01-01
2019-12-31
1231 Loss BrLend LLC EIN 45-2751043
2017-01-01
2019-12-31
1231 Loss Founders Properties Income Fund II LLLP EIN 80-0810813
2017-01-01
2019-12-31
1231 Gain Founders Properties Income Fund III LLLP
2017-01-01
2019-12-31
1231 Gain Fourpoint Holdings LLC
2017-01-01
2019-12-31
1231 Loss Kayne Midstream Institutional Fund LP
2017-01-01
2019-12-31
1231 Loss Kayne New Road Ventures Fund II
2017-01-01
2019-12-31
1231 Loss Meritage Investors(Smart Sky Networks)
2017-01-01
2019-12-31
1231 Loss Monroe Capital Private Credit Fund II LP
2017-01-01
2019-12-31
1231 Loss Monroe Capital Private Credit Fund III LP
2017-01-01
2019-12-31
1231 Gain Opus Real Estate Partners VII LP
2007-01-01
2019-12-31
1231 Gain Opus Real Estate Partners VIII LP
2007-01-01
2019-12-31
1231 Loss RP Legends Place LP
2013-01-01
2019-12-31
1256 Short Term Loss PRT Strategic UUPC 001 39103
2019-01-01
2019-12-31
1256 Long Term Loss PRT Strategic UUPC 001 39103
2017-01-01
2019-12-31
1256 Short Term Loss RJ Obrien Account Trend Following
2019-01-01
2019-12-31
1256 Short Term Loss RJ Obrien Account Trend Following
2017-01-01
2019-12-31
Long Term Loss The Energy & Minerals Group Fund III LP
2017-01-01
2019-12-31
Short Term Loss Farallon Capital Institutional Partners LP
2019-01-01
2019-12-31
Long Term Gain Farallon Capital Institutional Fund LP
2017-01-01
2019-12-31
Short Term Gain Mountaingate Capital Fund I LP
2019-01-01
2019-12-31
Long Term Gain Mountaingate Capital Fund I
2017-01-01
2019-12-31
Short Term Gaim NGP Natural Resources X LP
2019-01-01
2019-12-31
Long Term Gain NGP Natural Resources X LP
2017-01-01
2019-12-31
Short Term Loss NGP Natural Resources XI LP
2019-01-01
2019-12-31
Long Term Gain NGP Natural Resources XI LP
2017-01-01
2019-12-31
Short Term Gain NGP Midstream & Resources LP
2019-01-01
2019-12-31
Long Term Gain NGP Midstream & Resources LP
2017-01-01
2019-12-31
Short Term Loss Riverside Strategic Capital Fund I A LP
2019-01-01
2019-12-31
Long Term Loss Riverside Strategic Capital Fund I A LP
2017-01-01
2019-12-31
Short Term Loss Royalton Capital Investor II
2019-01-01
2019-12-31
Long Term Loss Royalton Capital Investors II LP
2017-01-01
2019-12-31
Long Term Loss W Capital Partners II LP
2017-01-01
2019-12-31
1.000 EMG Iron Ore HoldCo LP
2015-07-21
2019-05-15
1.000 Trend Following
2012-07-25
2019-03-19
13,957.000 Chesapeake Energy Corporation
2014-11-07
2019-01-24
11,869.000 Chesapeake Energy Corporation
2015-07-15
2019-12-04
5,675.000 Chesapeake Energy Corporation
2016-12-16
2019-12-04
Long Term Gain Phoenix Asia Real Estate Investment Fund III
2007-06-04
2019-11-27
1231 Loss Energy & Minerals Group Fund III LP
2017-01-01
2019-12-31
1231 Gain FP Permian Holdings LLC
2017-01-01
2019-12-31
1231 Gain NGP Natural Resource X LLC
2017-01-01
2019-12-31
1231 Gain NGP Natural Resources XI LLC
2017-01-01
2019-12-31
1231 Gain NGP Midstream and Resources LLC
2017-01-01
2019-12-31
Long Term Gain Telegraph Partners II
2017-01-01
2019-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
17,682
-17,682
b
0
122,944
-122,944
c
2,183
2,183
d
30,345
30,345
e
0
36,191
-36,191
14,398
-14,398
4,183
4,183
5,889
-5,889
2,343
2,343
203,313
37,519
165,794
1,300,189
5,397
1,294,792
3,619
667
2,952
50,547
-50,547
142
142
37,219
37,219
14,292
-14,292
217
217
7,189
-7,189
3,402
3,402
38,283
38,283
113,885
-113,885
197,938
-197,938
248,601
-248,601
99,913
99,913
18,066
18,066
53,437
-53,437
588
-588
725
-725
1,987
1,987
5
5
484
-484
427
-427
57
57
11,983
-11,983
946
-946
5,199
5,199
143,855
143,855
21,269
21,269
36,199
-36,199
9,471
-9,471
58,478
-58,478
1,259
-1,259
13
13
4
4
7,569
7,569
1,345
1,345
21,659
21,659
152,180
-152,180
5,711
-5,711
87,569
87,569
177
177
22,122
-22,122
198
-198
366
-366
1,098
-1,098
683
-683
910
910
11,568
11,568
1,577
-1,577
42,287
-42,287
63,430
-63,430
6,218
-6,218
9,327
-9,327
3,002
-3,002
13,925
-13,925
17,631
17,631
72
72
134,011
134,011
11
11
8,520
8,520
309
-309
9,388
9,388
56
56
216,476
216,476
40,981
-40,981
57,898
-57,898
2,737
-2,737
416,958
-416,958
22,492
-22,492
1,106,571
408,266
698,305
2,040
911,414
-909,374
8,261
20,624
-12,363
7,025
18,278
-11,253
3,359
16,565
-13,206
148,555
148,555
49,521
-49,521
1,251
1,251
10,562
10,562
10,219
10,219
785
785
71,478
71,478
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-17,682
b
-122,944
c
2,183
d
30,345
e
-36,191
-14,398
4,183
-5,889
2,343
165,794
1,294,792
2,952
-50,547
142
37,219
-14,292
217
-7,189
3,402
38,283
-113,885
-197,938
-248,601
99,913
18,066
-53,437
-588
-725
1,987
5
-484
-427
57
-11,983
-946
5,199
143,855
21,269
-36,199
-9,471
-58,478
-1,259
13
4
7,569
1,345
21,659
-152,180
-5,711
87,569
177
-22,122
-198
-366
-1,098
-683
910
11,568
-1,577
-42,287
-63,430
-6,218
-9,327
-3,002
-13,925
17,631
72
134,011
11
8,520
-309
9,388
56
216,476
-40,981
-57,898
-2,737
-416,958
-22,492
698,305
-909,374
-12,363
-11,253
-13,206
148,555
-49,521
1,251
10,562
10,219
785
71,478
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
467,571
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
-328,937
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
7,787,408
81,558,751
0.095482
2017
13,302,630
88,156,756
0.150897
2016
14,436,069
101,207,807
0.142638
2015
14,809,176
112,337,590
0.131827
2014
13,455,644
120,508,853
0.111657
2
Total
of line 1, column (d)
.....................
2
0.632501
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.126500
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
78,091,741
5
Multiply line 4 by line 3
......................
5
9,878,605
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
9,878,605
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,069,357
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
72,214
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
72,214
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
72,214
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
72,214
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
WI
,
NM
,
CA
,
MN
,
IL
,
WV
,
KS
,
KY
,
GA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
www.reimanfoundation.org
14
The books are in care of
Michael J Hipp
Telephone no.
(262) 696-4455
Located at
125 W Wisconsin Ave Ste 200
Pewaukee
WI
ZIP+4
53072
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
Yes
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
CA
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
Michael J Hipp
President & Secretary
0.00
0
0
0
125 West Wisconsin Avenue Suite 200
Pewaukee
,
WI
53072
Roy J Reiman
Director
0.00
0
0
0
125 West Wisconsin Avenue Suite 200
Pewaukee
,
WI
53072
Roberta M Reiman
Director
0.00
0
0
0
125 West Wisconsin Avenue Suite 200
Pewaukee
,
WI
53072
Scott J Reiman
Chairman and CEO
2.00
0
0
0
1550 Market Street Suite 450
Denver
,
CO
80202
Brian F Fleischmann
Executive Vice President &
0.00
0
0
0
1550 Market Street Suite 450
Denver
,
CO
80202
Julia M Ellis
Director
0.00
0
0
0
125 West Wisconsin Avenue Suite 200
Pewaukee
,
WI
53072
Conway J Schatz
Executive Vice President &
0.00
0
0
0
1550 Market Street Suite 450
Denver
,
CO
80202
Ronald A Bader
Executive Vice President a
0.00
0
0
0
125 West Wisconsin Avenue Suite 200
Pewaukee
,
WI
53072
Troy G Hildebrandt
Director of Tax and Techno
0.00
0
0
0
125 West Wisconsin Avenue Suite 200
Pewaukee
,
WI
53072
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
77,739,729
b
Average of monthly cash balances
.......................
1b
1,541,226
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
79,280,955
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
79,280,955
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,189,214
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
78,091,741
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,904,587
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,904,587
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,904,587
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
3,904,587
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
3,904,587
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
5,069,357
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
5,069,357
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,069,357
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
3,904,587
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
7,495,285
b
From 2015
......
10,839,855
c
From 2016
......
9,375,679
d
From 2017
......
8,895,453
e
From 2018
......
3,801,295
f
Total
of lines 3a through e
........
40,407,567
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,069,357
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
3,904,587
e
Remaining amount distributed out of corpus
1,164,770
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
41,572,337
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
7,495,285
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
34,077,052
10
Analysis of line 9:
a
Excess from 2015
....
10,839,855
b
Excess from 2016
....
9,375,679
c
Excess from 2017
....
8,895,453
d
Excess from 2018
....
3,801,295
e
Excess from 2019
....
1,164,770
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Roy J Reiman
Roberta M Reiman
Scott J Reiman
Julia M Ellis
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Michael J Hipp
125 West Wisconsin Avenue Suite 200
Pewaukee
,
WI
53072
(262) 696-4455
mjh@hexagoninc.com
b
The form in which applications should be submitted and information and materials they should include:
Charitable Request Form located on website.
c
Any submission deadlines:
None
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Determined Annually
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
Ace Scholarships
1201 East Colfax Avenue Suite 302
Denver
,
CO
80218
None
PC
Ace Scholarships
9,250
ACE Scholarships
1201 East Colfax Avenue Suite 302
Denver
,
CO
80218
None
PC
ACE Scholarships
300,000
ACE Scholarships
1201 East Colfax Avenue Suite 302
Denver
,
CO
80218
None
PC
Ace Scholarships
100,000
Aurora Health Care Foundation
2900 W Oklahoma Avenue Suite 506
Milwaukee
,
WI
53215
None
PC
General Operations
50,000
Boerner Botanical Gardens
9400 Boerner Drive
Hales Corners
,
WI
53130
None
PC
General Operations
5,000
Camp Hometown Heroes
1000 Badger Circle
Grafton
,
WI
53024
None
PC
General Operations
5,000
Cass County Career Center
1600 E Elm Street
Harrisonville
,
MO
64701
None
PC
General Operations
5,000
Childrens Hospital of Wisconsin Foundation
PO Box 1997
Milwaukee
,
WI
532011997
None
PC
General Operations
1,656
Childrens Hospital Of Wisconsin Foundation
PO Box 1997
Milwaukee
,
WI
532011997
None
PC
NICU Expansion at Children's Hospital of Wisconsin
1,000,000
City of Auburn
PO Box 238
Auburn
,
IA
51433
None
PC
General Operations
25,000
City of Auburn
PO Box 238
Auburn
,
IA
51433
None
PC
General Operations
1,645
City of Auburn
PO Box 238
Auburn
,
IA
51433
None
PC
General Operations
12,950
City of Auburn
PO Box 238
Auburn
,
IA
51433
None
PC
General Operations
300,000
City of Auburn
PO Box 238
Auburn
,
IA
51433
None
PC
General Operations
5,000
City of Auburn
PO Box 238
Auburn
,
IA
51433
None
PC
General Operations
1,831
City of Netawaka
233 White Way
Netawaka
,
KS
66516
None
PC
General Operations Hornet's Nest
10,000
City of Netawaka
233 White Way
Netawaka
,
KS
66516
None
PC
General Operations Hornets Nest
20,000
City of Netawaka
233 White Way
Netawaka
,
KS
66516
None
PC
General Operations Hornet's Nest
25,000
City of Netawaka
233 White Way
Netawaka
,
KS
66516
None
PC
General Operations Hornet's Nest
10,000
City of Netawaka
233 White Way
Netawaka
,
KS
66516
None
PC
General Operation's Hornet's Nest
25,000
City of Netawaka
233 White Way
Netawaka
,
KS
66516
None
PC
General Operations Hornet's Nest
40,000
Cleveland Clinic
9500 Euclid Ave DV3
Cleveland
,
OH
44195
None
PC
General Operations
20,000
Colorado Golf Foundation
5990 Greenwood Plaza BLVD 102
Greenwood Village
,
CO
80111
None
PC
General Operations
25,000
Colorado Open Golf Foundation
20309 E 48th Place
Denver
,
CO
80249
None
PC
General Operations
7,500
Developing Potental
251 N West Executive Way Suite 200
Lees Summit
,
MO
64063
None
PC
General Operations
10,000
Discovery World at Pier Wisconsin
500 N Harbor Drive
Milwaukee
,
WI
53202
None
PC
General Operations
1,000
Discovery World at Pier Wisconsin
500 N Harbor Drive
Milwaukee
,
WI
53202
None
PC
General Operations
10,000
Dumb Friends League
2080 S Quebec Street
Denver
,
CO
802313298
None
PC
General Operations
20,000
Emory University
1715 North Decatur Road
Atlanta
,
GA
30322
None
PC
General Operations
200,000
Energy and Mineral Group Fund III LP
2000 Mckinney Avenue Suite 1250
Dallas
,
TX
75201
None
PC
General Operations
14
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operation
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
Farm Sanctuary
PO Box 150
Watkins Glen
,
NY
14891
None
POF
General Operations
10,000
FourPoint Holdings LLC
100 St Paul Street Suite 400
Denver
,
CO
80206
None
PC
General Operations
21
Greendale Park and Recreation Dept
5647 Broad Street
Greendale
,
WI
53129
None
PC
Movies in the Park
1,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operation
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operations
10,000
Greenpeace Fund
702 H Street NW
Washington
,
DC
20001
None
SO I
General Operation
10,000
Holton Community Hospital
1110 Columbine Drive
Holton
,
KS
66436
None
PC
General Operations
10,000
Iowa Barn Foundation
PO Box 436
Nevada
,
IA
50201
None
PC
General Operations
5,000
Iowa State University Foundation
1407 University Boulevard
Ames
,
IA
500101100
None
PC
Reiman Gardens
20,000
Iowa State University Foundation
2505 University Boulevard PO Box
2230
Ames
,
IA
500102230
None
PC
Sycamore Falls
232,834
Iowa State University Foundation
2505 University Boulevard PO Box
2230
Ames
,
IA
500102230
None
PC
Sycamore Falls
181,226
Iowa State University Foundation
2505 University Boulevard PO Box
2230
Ames
,
IA
500102230
None
PC
Sycamore Falls
190,052
Kayne Anderson Midstream Institutional Fund LP
1800 Avenue of the Stars 3rd Floor
Los Angeles
,
CA
90067
None
PC
General Operations
87
Kayne NewRoad Ventures Fund II LP
1800 Avenue of the Stars 3rd Floor
Los Angeles
,
CA
90067
None
pc
General Operations
7
Kayne Partners Fund IV (QP) LP
1800 Avenue of the Stars 3rd Floor
Los Angeles
,
CA
90067
None
PC
General Operations
12
Keep Iowa Beautiful
300 East Locust Street Suite 100
Des Moines
,
IA
50309
None
PC
General Operations
60,000
Kyle's Korner
7106 West North Avenue
Wauwatosa
,
WI
53213
None
PC
Computer Purchase
1,000
Kyle's Korner
7106 West North Avenue
Wauwatosa
,
WI
53213
None
PC
General Operations
1,100
Kyle's Korner
7106 West North Avenue
Wauwatosa
,
WI
53213
None
PC
General Operations
756
Lee's Summitt Education Foundation
301 NE Tudor Road
Lees Summit
,
MO
64086
None
PC
General Operations
50,000
Lou Warobicks Junior Golf Foundation
11350 West Theodore Trecker Way
Milwaukee
,
WI
53214
None
PC
General Operations Scholarships
500
Milwaukee Historical Society
910 N Old World Third Street
Milwaukee
,
WI
53208
None
PC
General Operations
700
NGP Midstream & Resources LP
2000 McKinney Avenue Suite 1250
Dallas
,
TX
75201
None
General Operations
43
NGP Natural Resources X LP
5221 N OConnor Blvd Suite 1100
Irving
,
TX
75039
None
pc
General Operations
8
NGP Natural Resources XI LP
5221 N OConnor Boulevard Suite 1100
Irving
,
TX
75039
None
PC
General Operations
15
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operations
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operations
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operation
20,000
PETA
501 Front Street
Norfolk
,
VA
23510
None
PC
General Operations
20,000
Powell Gardens
1609 NW US Highway 50
Kingsville
,
MO
64061
None
PC
General Operations
10,000
RAFT Colorado
3827 Steele Street Unit C
Denver
,
CO
80205
None
PC
General Operations
1,500
Rocky Mountain PBS
1089 Bannock Street
Denver
,
CO
80204
None
PC
Buell Public Media Center
20,000
Saint Paul Catholic Center
723 State Street
Madison
,
WI
53703
None
PC
Christ the Cornerstone Campaign New Student Center and Chapel
1,000,000
Stanley BPS
350 Quebec Street
Denver
,
CO
80230
None
PC
General Operations
30,000
Stanley BPS
350 Quebec Street
Denver
,
CO
80230
None
PC
General Operations
30,000
Take Note Colorado
1727 Tremont Place
Denver
,
CO
80202
None
PC
General Operations
4,150
The FarmHouse Foundation
7306 NW Tiffany Springs Parkway
Suite 210
Kansas City
,
MO
64153
None
EOF
General Operations
50,000
The Paideia School
1509 Ponce de Leon Avenue
Atlanta
,
GA
30307
None
PC
General Operations
10,000
The Paideia School
1509 Ponce de Leon Avenue
Atlanta
,
GA
30307
None
PC
General Operations
10,000
The Pat Summitt Foundation
520 WSummit Hill Drive Suite 1101
Knoxville
,
TN
37902
None
PC
General Operations
5,000
The Woodson Center
1625 K Street NW Suite 1200
Washington
,
DC
20006
None
PC
General Operations
10,000
United Performing Arts Fund
301 W Wisconsin Avenue Suite 600
Milwaukee
,
WI
53203
None
PC
General Operations
135,000
University of Colorado Foundation
2199 E Montview Blvd Suite 122
Aurora
,
CO
80210
None
PC
General Operations
25,000
University of Denver
2190 E Asbury Avenue
Denver
,
CO
80208
None
PC
Margery Reed Building Renovation Fund
25,000
University of Denver
2199 E Montview Blvd Suite 122
Aurora
,
CO
80210
None
PC
General Operations
30,000
Wil-Mar Neighborhood Center
953 Jenifer Street
Madison
,
WI
53703
None
PC
General Operations
10,000
Wil-Mar Neighborhood Center
953 Jenifer Street
Madison
,
WI
53703
None
PC
General Operations
10,000
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
34,375
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
14,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
11,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
11,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
11,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
14,375
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
11,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
11,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
14,375
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
11,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
11,875
Wisconsin Puppy Mill Project Inc
424 North Avenue
Sheboygan
,
WI
53083
None
PC
General Operations
12,375
Total
.................................
3a
5,069,357
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
523000
676,600
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
523000
-760,636
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
523000
8
Gain or (loss) from sales of assets other than
inventory
............
523000
608,197
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
523000
11
Other revenue:
a
Other Portfolio Income
523000
b
Rental Real Estate
900001
c
Ordinary Income
900001
d
Unrealized Appreciation
03
e
12
Subtotal. Add columns (b), (d), and (e)
..
524,161
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
524,161
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8
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.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description