Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Reiman Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)125 W WI Ave Suite 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Pewaukee, WI53072
A Employer identification number

39-1570264
B Telephone number (see instructions)

(262) 696-4455
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$76,458,592J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,200,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 563,338 563,338 563,338
5a Gross rents............      
b Net rental income or (loss) -780,724
6a Net gain or (loss) from sale of assets not on line 10 8,794,341
b Gross sales price for all assets on line 6a 10,120,812
7 Capital gain net income (from Part IV, line 2)... 8,794,341
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 1,109,140
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 1,109,140 1,109,140
11 Other income (attach schedule)....... Click to see attachment 2,499,134 165,168 2,499,134
12 Total. Add lines 1 through 11........ 14,165,953 9,522,847 4,171,612
Operating and Administrative Expenses 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)....... Click to see attachment 3,429,266 2,864,721 1,350,269 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,429,266 2,864,721 1,350,269 0
25 Contributions, gifts, grants paid....... 4,812,936 4,812,936
26 Total expenses and disbursements. Add lines 24 and 25 8,242,202 2,864,721 1,350,269 4,812,936
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,923,751
b Net investment income (if negative, enter -0-) 6,658,126
c Adjusted net income (if negative, enter -0-)... 2,821,343
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,550,731 5,581,565 5,581,565
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 62,929,508 Click to see attachment70,877,027 70,877,027
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 64,480,239 76,458,592 76,458,592
Liabilities 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 bullet) Click to see attachment1,000,000 Click to see attachment3,000,000
23 Total liabilities (add lines 17 through 22)......... 1,000,000 3,000,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 174,285,914 174,285,914
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -110,805,675 -100,827,322
29 Total net assets or fund balances (see instructions)..... 63,480,239 73,458,592
30 Total liabilities and net assets/fund balances (see instructions). 64,480,239 76,458,592
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
63,480,239
2
Enter amount from Part I, line 27a .....................
2
5,923,751
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,054,602
4
Add lines 1, 2, and 3 ..........................
4
73,458,592
5
Decreases not included in line 2 (itemize) bullet
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
73,458,592
Form 990-PF (2021)
Form 990-PF (2021)
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 Boulder Ventures VI P 2021-01-01 2021-12-31
b Short Term Loss The Energy & Mineral Group LP P 2021-01-01 2021-12-31
c Short Term Gain Edison Partners VIII LP P 2021-01-01 2021-12-31
d Short Term Gain Firstmark Capital of III LP P 2021-01-01 2021-12-31
e Short Term Loss FFC Partners II LP P 2021-01-01 2021-12-31
Short Term Gain FP Permian Holdings LLC P 2021-01-01 2021-12-31
Short Term Gain Kayne Anderson Midstream Institutional Fund LP P 2021-01-01 2021-12-31
Short Term Gain Kayne Partners IV QP LP P 2021-01-01 2021-12-31
Short Term Loss Longitude Venture Partners III LP P 2021-01-01 2021-12-31
Short Term Gain Monroe Capital Private Credit Fund II LP P 2021-01-01 2021-12-31
Short Term Gain Monroe Capital Private Credit Fund III LP P 2021-01-01 2021-12-31
Short Term Gain Riverside Strategic Capital Fund I A LP P 2021-01-01 2021-12-31
Short Term Gain Royalton Capital Investors II P 2021-01-01 2021-12-31
Short Term Gain Section Capital IV LP P 2021-01-01 2021-12-31
175.000 Eargo Inc P 2020-07-13 2021-04-21
1534.000 Eargo Inc P 2020-07-13 2021-04-21
1709.000 Eargo Inc P 2020-07-13 2021-05-21
Long Term Gain Asean China Investment Fund US III P 2020-01-01 2021-12-31
Long Term Gain Asean China Investment Fund US IV P 2020-01-01 2021-12-31
Long Term Loss Boulder Ventures VI LP P 2020-01-01 2021-12-31
Long Term Loss Boulder Ventures VII LP P 2020-01-01 2021-12-31
Long Term Loss Camcor Energy Fund VII B LP P 2020-01-01 2021-12-31
Long Term Capital Gain Colorado Impact LP P 2020-01-01 2021-12-31
Long Term Gain Dyal IV US Investors LP P 2020-01-01 2021-12-31
Long Term Loss The Energy & Minerals Group Fund III LP P 2020-01-01 2021-12-31
Long Term Gain Edison Partners VIII LP P 2020-01-01 2021-12-31
Long Term Gain Edison Partners IX LP P 2020-01-01 2021-12-31
Long Term Loss Farallon Capital Institutional Partners P 2020-01-01 2021-12-31
Long Term Gain Firstmark Capital I LP P 2020-01-01 2021-12-31
Long Term Gain Firstmark Capital II LP P 2020-01-01 2021-12-31
Long Term Capital Gain Firstmark Capital III LP P 2020-01-01 2021-12-31
Long Term Capital Loss FFC Partners II LP P 2020-01-01 2021-12-31
Long Term Capital Gain Harbert Credit Solutions IV P 2020-01-01 2021-12-31
Long Term Capital Loss Harbert Growth Fund IV LP P 2020-01-01 2021-12-31
Long Term Capital Loss IDG Ventures SF P 2020-01-01 2021-12-31
Long Term Capital Gain Kayne Anderson Midstream Institutional Fund LP P 2020-01-01 2021-12-31
Long Term Capital Gain Kayne Partners Fund IV QP LP P 2020-01-01 2021-12-31
Long Term Capital Gain Kayne NewRoad Ventures Fund II LP P 2020-01-01 2021-12-31
Long Term Capital Gain Longitude Venture Partners III P 2020-01-01 2021-12-31
Long Term Capital Gain Longitude Venture Partners IV P 2020-01-01 2021-12-31
Long Term Capital Gain Madryn Health Partners LLC P 2020-01-01 2021-12-31
Long Term Loss Monroe Capital Private Credit Fund ii P 2020-01-01 2021-12-31
Long Term Gain Monroe Capital Private Credit Fund III LP P 2020-01-01 2021-12-31
Long Term Gain Mountaingate Capital Fund I LP P 2020-01-01 2021-12-31
Long Term Loss NGP Natural Resources X LP P 2020-01-01 2021-12-31
Long Term Loss NGP Natural Resources XI LP P 2020-01-01 2021-12-31
Long Term Loss NGP Midstream & Resources P 2020-01-01 2021-12-31
Long Term Loss NV Partners IV P 2020-01-01 2021-12-31
Long Term Capital Gain Peloton Equity I LP P 2020-01-01 2021-12-31
Long Term Capital Loss Phx Silverado P 2020-01-01 2021-12-31
Long Term Capital Gain Riverside Strategic Capital Fund I A P 2020-01-01 2021-12-31
Long Term Capital Gain Royalton Capital Investors II P 2020-01-01 2021-12-31
Long Term Capital Gain Structural Capital Investors II P 2020-01-01 2021-12-31
Long Term Capital Loss Telegraph Hill Partners II LP P 2020-01-01 2021-12-31
Long Term Capital Gain Telegraph Hill Partners III P 2020-01-01 2021-12-31
L-Term Capital Gain W Capital Partners II P 2020-01-01 2021-12-31
L-Term Loss on liquidation Founders Properties Income Fund III P 2020-01-01 2021-12-31
L-Term Loss on Liquidation Freg Viera Westchase P 2020-01-01 2021-12-31
L-Term Loss on Liquidation ODP Oakview LLC P 2020-01-01 2021-12-31
620.000 shs Axonic Modulation Technologies Inc P 2018-03-29 2021-02-01
286.000 shs Axonics Modulation Technologies P 2018-03-29 2021-03-01
50.000 shs 89Bio Inc Com P 2019-11-11 2021-03-03
135.000 shs 89Bio Inc Com P 2019-11-11 2021-03-12
625.000 shs 89Bio Inc Com P 2019-06-25 2021-03-15
286.000 SHS Axonics Modulation Technologies P 2018-03-29 2021-03-07
63.000 Shs Axonics Modulation Technologies Inc P 2018-03-29 2021-11-10
607.000 Shs Axonics Modulation Technologies Inc P 2018-03-29 2021-11-10
L-Term Capital Gain Telegraph Hill Partners II QSBS Gain P 2020-01-01 2021-12-31
L-Term Capital Gain Telegraph Hill Partners III QSBS Gain P 2020-01-01 2021-12-31
Short Term Gain CAZ Private Equity Ownership Fund P 2021-01-01 2021-12-31
Short Term Gain Kayne NewRoad Ventures Fund P 2021-01-01 2021-12-31
Short Term Loss NGP Natural Resources X P 2021-01-01 2021-12-31
Short Term Loss NGP Natural Resources XI P 2021-01-01 2021-12-31
Short Term Gain Rockstreet AO Multifamily Fund IV LP P 2021-01-01 2021-12-31
Long Term Loss Pouschine Cook Capital Partners II P 2020-01-01 2021-12-31
Long Term Capital Gain RP Campus Edge P 2020-01-01 2021-12-31
L-Term Loss On Liquidation Pouschine Cook Capital Partners II P 2020-01-01 2021-12-31
L-Term Gain Freg Jackson Holding LLP P 2020-01-01 2021-12-31
1231 Loss The Energy and Minerals Group III LP P 2020-01-01 2021-12-31
1231 Loss Founders Properties Income Fund III LLLP P 2020-01-01 2021-12-31
1231 Gain Fourpoint Holdings LLC P 2020-01-01 2021-12-31
1231 Gain FP Permian Holdings LLC P 2020-01-01 2021-12-31
1231 Frontrange Co-Op Property Fund LP P 2020-01-01 2021-12-31
1231 Loss Inflection Energy LLC P 2020-01-01 2021-12-31
1231 Gain Kayne Anderson Midstream Institutional Fund LP P 2020-01-01 2021-12-31
1231 Loss Meritage Investors Smartsky P 2020-01-01 2021-12-31
1231 Loss Meritage Investors LLC P 2020-01-01 2021-12-31
1231 Loss Monroe Capital Private Credit Fund II P 2020-01-01 2021-12-31
1231 Loss NGP Natural Resources X P 2020-01-01 2021-12-31
1231 Loss NGP Natural Resources XI P 2020-01-01 2021-12-31
1231 Loss NGP Midstream & Resources P 2020-01-01 2021-12-31
1231 Gain PHX Silverado P 2020-01-01 2021-12-31
1231 Gain Seneca Capital Income Real Estate Fund I P 2020-01-01 2021-12-31
(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     4,082 -4,082
b     252 -252
c 11,726     11,726
d 6,714     6,714
e     3,386 -3,386
11,549     11,549
402,381     402,381
18,768     18,768
    1,471 -1,471
973     973
3     3
218     218
632     632
6,680     6,680
8,392   1,187 7,205
73,884   10,406 63,478
57,286   11,593 45,693
273,069     273,069
19,151     19,151
    89,696 -89,696
    10,596 -10,596
    32,691 -32,691
28,008     28,008
62,286     62,286
    6,557 -6,557
38,225     38,225
21,693     21,693
    56,461 -56,461
3,522,997     3,522,997
89,728     89,728
198,163     198,163
    6,881 -6,881
3     3
    17,608 -17,608
    4,572 -4,572
1,597,274     1,597,274
143,818     143,818
38,191     38,191
1,561     1,561
2,412     2,412
8,241     8,241
    12,156 -12,156
5,918     5,918
387,422     387,422
    10,257 -10,257
    2,611 -2,611
    19,854 -19,854
    39,433 -39,433
290,064     290,064
    1,146 -1,146
177,577     177,577
38,195     38,195
36,281     36,281
    91,151 -91,151
141,866     141,866
44,091     44,091
    2 -2
    2 -2
    94,227 -94,227
32,897   4,649 28,248
15,010   2,145 12,865
1,247   800 447
3,379   2,160 1,219
15,220   7,437 7,783
15,953   2,145 13,808
4,282   473 3,809
34,553   4,553 30,000
18,045     18,045
248,944     248,944
1,055     1,055
296     296
    5,046 -5,046
516     516
366     366
    409,366 -409,366
259,807     259,807
    192,926 -192,926
216,969     216,969
    91,226 -91,226
    28,295 -28,295
707     707
680,097     680,097
4,742     4,742
    75 -75
475     475
    31,488 -31,488
    2,516 -2,516
    4,025 -4,025
    796 -796
    2,528 -2,528
    5,544 -5,544
668,340     668,340
132,472     132,472
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       -4,082
b       -252
c       11,726
d       6,714
e       -3,386
      11,549
      402,381
      18,768
      -1,471
      973
      3
      218
      632
      6,680
      7,205
      63,478
      45,693
      273,069
      19,151
      -89,696
      -10,596
      -32,691
      28,008
      62,286
      -6,557
      38,225
      21,693
      -56,461
      3,522,997
      89,728
      198,163
      -6,881
      3
      -17,608
      -4,572
      1,597,274
      143,818
      38,191
      1,561
      2,412
      8,241
      -12,156
      5,918
      387,422
      -10,257
      -2,611
      -19,854
      -39,433
      290,064
      -1,146
      177,577
      38,195
      36,281
      -91,151
      141,866
      44,091
      -2
      -2
      -94,227
      28,248
      12,865
      447
      1,219
      7,783
      13,808
      3,809
      30,000
      18,045
      248,944
      1,055
      296
      -5,046
      516
      366
      -409,366
      259,807
      -192,926
      216,969
      -91,226
      -28,295
      707
      680,097
      4,742
      -75
      475
      -31,488
      -2,516
      -4,025
      -796
      -2,528
      -5,544
      668,340
      132,472
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,794,341
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 ................... 		Bracket 3 564,016
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 92,548
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 92,548
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 25,960
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 125,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1,387
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 32,025
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet32,025 RefundedBullet 11 0
Part VI-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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
    Yes
     
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI, 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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletwww.reimanfoundation.org
    14
    The books are in care ofbulletMichael J Hipp Telephone no.bullet (262) 696-4455

    Located atbullet125 W Wisconsin Ave Ste 200PewaukeeWI ZIP+4bullet53072
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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,WI53072
    Roy J Reiman Director
    0.00     		0 0 0
    125 West Wisconsin Avenue Suite 200
    Pewaukee,WI53072
    Roberta M Reiman Director
    0.00     		0 0 0
    125 West Wisconsin Avenue Suite 200
    Pewaukee,WI53072
    Scott J Reiman Chairman and CEO
    2.00     		0 0 0
    1550 Market Street Suite 450
    Denver,CO80202
    Brian F Fleischmann Executive Vice President &
    0.00     		0 0 0
    1550 Market Street Suite 450
    Denver,CO80202
    Julia M Ellis Director
    0.00     		0 0 0
    125 West Wisconsin Avenue Suite 200
    Pewaukee,WI53072
    Conway J Schatz Executive Vice President &
    0.00     		0 0 0
    1550 Market Street Suite 450
    Denver,CO80202
    Ronald A Bader Executive Vice President a
    0.00     		0 0 0
    125 West Wisconsin Avenue Suite 200
    Pewaukee,WI53072
    Troy G Hildebrandt Director of Tax and Techno
    0.00     		0 0 0
    125 West Wisconsin Avenue Suite 200
    Pewaukee,WI53072
    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...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    75,512,200
    b
    Average of monthly cash balances.......................
    1b
    1,886,680
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    77,398,880
    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
    77,398,880
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,160,983
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    76,237,897
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,811,895
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,811,895
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    92,548
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    580,587
    c
    Add lines 2a and 2b............................
    2c
    673,135
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,138,760
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,138,760
    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 XII, line 1 ...
    7
    3,138,760
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,138,760
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 9,375,679
    b From 2017...... 8,895,453
    c From 2018...... 3,801,295
    d From 2019...... 1,164,770
    e From 2020...... 4,834,037
    f Total of lines 3a through e ........ 28,071,234
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,812,936
    a Applied to 2020, 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 2021 distributable amount..... 3,138,760
    e Remaining amount distributed out of corpus 1,674,176
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 29,745,410
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		9,375,679
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		20,369,731
    10 Analysis of line 9:
    a Excess from 2017.... 8,895,453
    b Excess from 2018.... 3,801,295
    c Excess from 2019.... 1,164,770
    d Excess from 2020.... 4,834,037
    e Excess from 2021.... 1,674,176
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe 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,WI53072
    (262) 696-4455
    mjh@hexagoninc.com
    bThe form in which applications should be submitted and information and materials they should include:
    Charitable Request Form located on website.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Determined Annually
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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)
    aPaid during the year
    Ace Scholarships
    1201 East Colfax Avenue Suite 302
    Denver,CO80218     		None PC Ace Scholarships 200,000
    Aurora Medical Health Care Foundation
    950 N 12th Street Suite A511
    Milwaukee,WI53233     		None PC General Operations 25,000
    Beyond Vision
    5316 West State Street
    Milwaukee,WI53208     		None pc General Operations 10,000
    Cass Career Ceter
    1600 E Elm Road
    Harrisonville,MO64701     		None PC General Operations 5,000
    Childrens Hospital of Wisconsin Foundation
    PO Box 1997
    Milwaukee,WI532011997     		None PC General Operations 1,000,000
    Childrens Hospital of Wisconsin Foundation
    PO Box 1997
    Milwaukee,WI532011997     		None PC General Operations 1,000,000
    Childrens Hospital Of Wisconsin Foundation
    PO Box 1997
    Milwaukee,WI532011997     		None PC NICU Expansion at Children's Hospital of Wisconsin 1,002,000
    Colorado Open Golf Foundation
    20309 E 48th Place
    Denver,CO80249     		None PC General Operations 7,500
    Colorado Open Golf Foundation
    20309 E 48th Place
    Denver,CO80249     		None pc General Operations 30,000
    Conservancy For Healing and Heritage
    PO Box 320305
    Franklin,WI53132     		None PC General Operations 10,759
    Denver Art Museum
    100 W 14th Ave Pkwy
    Denver,CO80231     		None PC General Operations 150,000
    Developing Potential
    251 N West Executive Way Suite 200
    Lees Summit,MO64063     		None PC General Operations 10,000
    Discovery World
    500 N Harbor Drive
    Milwaukee,WI53202     		None pc General Operations 10,000
    Dumb Friends League
    2080 S Quebec Street
    Denver,CO802313298     		None PC General Operations 20,000
    Emory University
    1715 North Decatur Road
    Atlanta,GA30322     		None PC General Operations 200,000
    Energy and Mineral Group Fund III LP
    2000 Mckinney Avenue Suite 1250
    Dallas,TX75201     		None PC General Operations 14
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operation 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operations 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None POF General Operation 10,000
    Farm Sanctuary
    PO Box 150
    Watkins Glen,NY14891     		None pof General Operations 10,000
    Friends of Community Memorial Building
    PO Box 32
    Lake City,IA51449     		None pc General Operations 10,000
    Friends of Plum Media
    1418 W St Paul Avenue
    Milwaukee,WI53233     		None PC General Operations 180,000
    Froedtert Hospital Foundation
    PO Box 26509
    Milwaukee,WI53226     		None PC General Operations 5,000
    Graland Country Day School
    55 Clermont Street
    Denver,CO80220     		None pc General Operations 50,000
    Greendale Park and Recreation Dept
    5647 Broad Street
    Greendale,WI53129     		None PC Movies in the Park 1,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operation 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Greenpeace Fund
    702 H Street NW
    Washington,DC20001     		None SO I General Operations 10,000
    Iowa Barn Foundation
    PO Box 436
    Nevada,IA50201     		None PC General Operations 10,000
    Iowa State University Foundation
    2505 University Boulevard PO Box
    2230
    Ames,IA500102230     		None PC Sycamore Falls 88,317
    Kayne Anderson Midstream Institutional Fund LP
    1800 Avenue of the Stars 3rd Floor
    Los Angeles,CA90067     		None PC General Operations 28
    Kayne Partners Fund IV (QP) LP
    1800 Avenue of the Stars 3rd Floor
    Los Angeles,CA90067     		None PC General Operations 2
    Lee's Summitt Education Foundation
    301 NE Tudor Road
    Lees Summit,MO64086     		None PC General Operations 25,000
    Milwaukee Historical Society
    910 N Old World Third Street
    Milwaukee,WI53203     		None PC General Operations 445
    Museum of Contemporary Art Denver
    1485 Delgany Street
    Denver,CO80202     		None PC General Operations 10,000
    New Road III LP
    5100 W JB Hunt Drive Suite 1030
    Rogers,AR72758     		None Pc General Operations 6
    NGP Natural Resources X LP
    5221 N OConnor Blvd Suite 1100
    Irving,TX75039     		None pc General Operations 2
    NGP Natural Resources XI LP
    5221 N OConnor Boulevard Suite 1100
    Irving,TX75039     		None PC General Operations 13
    Notre Dame Prepatory High School
    9701 E Bell Road
    Scottsdale,AZ85260     		None PC General Operations 10,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operations 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operations 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operation 20,000
    PETA
    501 Front Street
    Norfolk,VA23510     		None PC General Operations 20,000
    Powell Gardens
    1609 NW US Highway 50
    Kingsville,MO64061     		None PC General Operations 10,000
    Saint Marcus Lutheran Church
    2215 N Palmer Street
    Milwaukee,WI53212     		None PC School 10,000
    St Thomas Aquinas Church
    2210 Lincoln Way
    Ames,IA50015     		None PC General Operations 10,000
    The FarmHouse Foundation
    1021 Jefferson Street
    Kansas City,MO64105     		None pc General Operations 1,000
    The Giving Grove
    300 E 39th Street
    Kansas City,MO641111531     		None PC General Operations 5,000
    University of Colorado Foundation
    2199 E Montview Blvd Suite 122
    Aurora,CO80210     		None PC General Operations 25,000
    Wil-Mar Neighborhood Center
    953 Jenifer Street
    Madison,WI53703     		None PC General Operations 10,000
    Wil-Mar Neighborhood Center
    953 Jenifer Street
    Madison,WI53703     		None PC General Operations 10,000
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 36,250
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 14,500
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 12,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 12,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 14,150
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 12,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 12,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 12,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 14,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 12,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 12,650
    Wisconsin Puppy Mill Project Inc
    424 North Avenue
    Sheboygan,WI53083     		None PC General Operations 13,750
    Total .................................bullet 3a 4,812,936
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 523000 -780,724      
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000 8,794,341      
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory 523000 1,109,140      
    11 Other revenue:
    aOther Portfolio Income     		523000        
    bRental Real Estate 900001        
    cOrdinary Income 900001        
    dUnrealized Appreciation     03    
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 12,185,229 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,185,229
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    Reiman Foundation Inc
     
    Employer identification number

    39-1570264
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    Reiman Foundation Inc
          		Employer identification number
    39-1570264
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Roy J Reiman
    125 West Wisconsin Ave Suite 200
     
    Pewaukee, WI53072

    		$ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Roberta M Reiman
    125 West Wisconsin Ave Suite 200
     
    Pewaukee, WI53072

    		$ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Joni Winston
    125 West Wisconsin Ave Suite 200
     
    Pewaukee, WI53072

    		$ 200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Reiman Foundation Inc
          		Employer identification number

    39-1570264
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    Reiman Foundation Inc
          		Employer identification number

    39-1570264
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Reiman Foundation Inc
    EIN:
    39-1570264
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Investments-Other FMV 70,877,027 70,877,027

    TY 2021 OtherExpensesSchedule
    Name:
    Reiman Foundation Inc
    EIN:
    39-1570264
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Management Advisory Fees 1,410,000 1,200,000 215,000 0
    Foreign Taxes Paid 5,566 5,566 0 0
    Royalty Expenses 24,321 24,321 0 0
    Depletion Expense 79,263 0 79,263 0
    Lines 2 and 3 Rental Losses 780,724 780,724 0 0
    Intangible Drilling Costs 244,707 0 244,707 0
    Interest Expense 103,961 73,386 30,575 0
    Losses from Pass Thru Rentals 780,724 780,724 780,724 0


    TY 2021 OtherIncomeSchedule2
    Name:
    Reiman Foundation Inc
    EIN:
    39-1570264
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Portfolio Income 3,650 3,650 3,650
    Unrealized Income 1,460,991 0 1,460,991
    Other Income Line 11E 70,892 0 70,892
    Other Income Line 11f 802,083 0 802,083
    Royalty Income 161,518 161,518 161,518


    TY 2021 OtherIncreasesSchedule
    Name:
    Reiman Foundation Inc
    EIN:
    39-1570264
    Description Amount
    Unrealized Income 4,054,602


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Reiman Foundation Inc
    EIN:
    39-1570264
    Description Beginning of Year - Book Value End of Year - Book Value
    Line of Credit 1,000,000 3,000,000