Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$76,017,648J 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) 3,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,039,733 1,039,733 1,039,733
5a Gross rents............      
b Net rental income or (loss) -520,407
6a Net gain or (loss) from sale of assets not on line 10 2,103,565
b Gross sales price for all assets on line 6a 6,230,309
7 Capital gain net income (from Part IV, line 2)... 2,103,565
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 563,169
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 563,169 563,169
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
190,677 190,677 190,677
12 Total. Add lines 1 through 11........ 7,397,144 3,333,975 1,793,579
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
List of Attached Documents:
// Content
5,641,814 699,755 3,214,705 354
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,641,814 699,755 3,214,705 354
25 Contributions, gifts, grants paid....... 5,879,144 5,879,144
26 Total expenses and disbursements. Add lines 24 and 25 11,520,958 699,755 3,214,705 5,879,498
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,123,814
b Net investment income (if negative, enter -0-) 2,634,220
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 456,522 721,484 721,484
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 79,434,940 Click to see attachment
List of Attached Documents:
// Content
75,296,164 		75,296,164
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 79,891,462 76,017,648 76,017,648
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
2,500,000 		Click to see attachment
List of Attached Documents:
// Content
2,750,000
23 Total liabilities (add lines 17 through 22)......... 2,500,000 2,750,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 -96,894,452 -101,018,266
29 Total net assets or fund balances (see instructions)..... 77,391,462 73,267,648
30 Total liabilities and net assets/fund balances (see instructions). 79,891,462 76,017,648
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
77,391,462
2
Enter amount from Part I, line 27a .....................
2
-4,123,814
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
73,267,648
5
Decreases not included in line 2 (itemize) right arrow
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
73,267,648
Form 990-PF (2023)
Form 990-PF (2023)
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 Gain from Boulder Ventuers VII LP P 2023-01-01 2023-12-31
b Long Term Gain on Liquidation MLG HR Presidio P 2021-01-01 2023-12-31
c 4,884.000 shs Invitae P 2020-10-02 2023-01-05
d 3,748.000 shares Invitae Stock P 2020-10-02 2023-01-05
e 5,510.000 shs Pioneer Natural Resources P 2021-01-01 2023-10-18
1600.140 Fine Troy Ounces of Allocated Gold P 2021-05-09 2023-04-11
5,118.000 Braze Inc Com P 2021-05-01 2023-12-08
Long Term Gain on Aqualyze Contingent Milestone P 2022-01-01 2023-12-31
Long Term Loss Freg Woodside Glenn Association P 2015-10-23 2023-12-31
Loss on Liquidation ODP Nashville LP P 2007-02-21 2023-01-16
Long Term Gain Telegraph Hill Partners III P 2022-01-01 2023-12-31
Long Term Gain from Structural Capital Investors III P 2022-01-01 2023-12-31
Long Term Gain from Structural Capital Investors II P 2022-01-01 2023-12-31
Long Term Gain from Section Capital IV LP P 2022-01-01 2023-12-31
Long Term Loss from Royalton Capital Investors II P 2022-01-01 2023-12-31
Long Term Loss Riverside Strategic Capital Fund I A P 2022-01-01 2023-12-31
Long Term Gain From Phoenix Asia Real Estate Investment VI LLC P 2022-01-01 2023-12-31
Long Term from Peloton Equity II LP P 2022-01-01 2023-12-31
Long Term Gain from Peloton Equity I LP P 2022-01-01 2023-12-31
Long Term Gain NV Partners IV LP P 2022-01-01 2023-12-31
1,419.000 shs Mineralys Therapeutics Inc P 2022-06-01 2023-08-16
Long Term Gain on Liquidation SC PCI Asure P 2021-01-01 2023-12-31
1231 Gain FFV WI Holding LLC P 2022-01-01 2023-12-31
1231 Loss FP Permian Holdings LLC P 2022-01-01 2023-12-31
Long Term Gain from Opus VIII P 2020-01-01 2023-12-31
Long Term Gain from ODP Rock Spring P 2022-01-01 2023-12-31
Long Term Gain from Phoenix Asia Real Estate Investment V LLC P 2022-01-01 2023-12-31
Long Term Gain from Firstmark Capital of IV P 2022-01-01 2023-12-31
Short Term Gain from Scout Energy Partners VI B P 2023-01-01 2023-12-31
Short Term Gain from NGP Natural Resources XIII P 2023-01-01 2023-12-31
Short Term Loss from Frontrange Co GP Prop FD P 2023-01-01 2023-12-31
Short Term Loss from Firstmark Capital of IV P 2023-01-01 2023-12-31
Short Term Loss From Firstmark Capital II P 2023-01-01 2023-12-31
Long Term Gain NGP Natural Resources XI P 2022-01-01 2023-12-31
Short Term Gain from CAZ CO Inv MCP Portfolio P 2023-01-01 2023-12-31
1231 Seneca Capital Income Real Estate Fund I P 2022-01-01 2023-12-31
1231 Gain RP Legends Place LP P 2022-01-01 2023-12-31
1231 Gain NGP Natural Resources XI P 2022-01-01 2023-12-31
1231 Gain NGP Natural Resources X P 2022-01-01 2023-12-31
1231 Loss Monroe Capital Private Credit Fund III P 2022-01-01 2023-12-31
1231 Loss Monroe Capital Private Credit Fund II P 2022-01-01 2023-12-31
1231 Gain MLG Private Fund IV P 2022-01-01 2023-12-31
1231 Loss GMB Mezzanine Capital IV P 2022-01-01 2023-12-31
1231 Loss Frontrange CO GP Property Fund P 2022-01-01 2023-12-31
1231 Unbridled Resources LLC P 2021-01-01 2023-12-31
Long Term Loss NGP Natural Resources X LP P 2022-01-01 2023-12-31
Long Term Gain NewRoad Fund III LP P 2022-01-01 2023-12-31
Long Term Gain New Zealand Land Fund II P 2022-01-01 2023-12-31
Long Term Gain Colorado Impact Fund I P 2022-01-01 2023-12-31
Long Term Loss Camcor Energy Fund VII B LP P 2022-01-01 2023-12-31
Long Term Gain Boulder Ventures VIII LP P 2022-01-01 2023-12-31
Long Term Loss Boulder Ventures VI LP P 2022-01-01 2023-12-31
Long Term Loss Asean China Investment Fund (US)V P 2022-01-01 2023-12-31
Long Term Loss Asean China Investment Fund (US)III P 2022-01-01 2023-12-31
828.000 shs Mineralys Therapeutics P 2023-02-14 2023-02-15
Short Term Gain from Telegraph Hill Partners III LP P 2023-01-01 2023-12-31
Short Term Loss from Structural Capital Investors III P 2023-01-01 2023-12-31
Long Term Loss Colorado Impact Bridge Fund P 2022-01-01 2023-12-31
Short Term Gain Riverside Strategic Capital Fund I A LP P 2023-01-01 2023-12-31
Short Term Loss NGP Natural Resources XI P 2023-01-01 2023-12-31
Short Term Gain from Monroe Capital Private Credit Fund III P 2023-01-01 2023-12-31
Short Term Gain from Longitude Venture Partners IV LP P 2023-01-01 2023-12-31
KAYNE NEWROAD VENTURES FUND II P 2023-01-01 2023-12-31
Short Term Loss from Harbert Growth Partners IV LP P 2023-01-01 2023-12-31
Short Term Gain from Firstmark Capital of III P 2023-01-01 2023-12-31
Short Term Gain from Edison Partners IX P 2023-01-01 2023-12-31
Short Term Loss from Edison Partners LP P 2023-01-01 2023-12-31
Short Term Gain from Boulder Ventuers VIII LP P 2023-01-01 2023-12-31
Short Term Loss from Peloton Equity II LP P 2023-01-01 2023-12-31
Long Term Gain Cash > Basis Unbridled Resources P 2021-01-01 2023-12-31
Long Term Loss Edison Partners VIII LP P 2022-01-01 2023-12-31
Long Term Loss Farallon Capital Institutional Partners P 2022-01-01 2023-12-31
Long Term Gain from Monroe Capital Private Credit Fund III P 2022-01-01 2023-12-31
Long Term Gain from Monroe Capital Private Credit Fund II P 2022-01-01 2023-12-31
Long Term Loss MLG Private Fund IV LLC P 2022-01-01 2023-12-31
Long Term Gain Madryn Health Partners LLC P 2022-01-01 2023-12-31
Long Term Loss Long Point Minerals II LLC P 2022-01-01 2023-12-31
Long Term Gain Longpoint Mineral LLC P 2022-01-01 2023-12-31
Long Term Gain Longitude Venture Partners IV LP P 2022-01-01 2023-12-31
Long Term Gain Longitude Venture Partners III LP P 2022-01-01 2023-12-31
Long Term Gain Kayne Partners IV QP LP P 2022-01-01 2023-12-31
Long Term Gain Edison Partners IX LP P 2022-01-01 2023-12-31
Long Term Gain Kayne New Road Ventures Fund II P 2022-01-01 2023-12-31
Long Term Gain Harbert Growth Partners V LP P 2022-01-01 2023-12-31
Long Term Gain Harbert Growth Partners IV LP P 2022-01-01 2023-12-31
Long Term Gain GMB Mezzanine Capital IV Parallel Partners P 2022-01-01 2023-12-31
Long Term Loss FMZ Ventures Fund I P 2022-01-01 2023-12-31
Long Term Loss Firstmark Capital V P 2022-01-01 2023-12-31
Long Term Loss Firstmark Capital of III LP P 2022-01-01 2023-12-31
Long Term Loss Firstmark Capital III LP P 2022-01-01 2023-12-31
Long Term Loss Firstmark Capital II LP P 2022-01-01 2023-12-31
Long Term Loss Firstmark Capital I LP P 2022-01-01 2023-12-31
Long Term Loss Ridge Venture Continuation Fund LP P 2022-01-01 2023-12-31
1231 Gain Clairmont GP Fund P 2022-01-01 2023-12-31
1202 Long Term Gain from Telegraph Hill III P 2011-01-01 2023-12-31
1202 Long Term Gain from The Energy & Mineral Fund III P 2011-01-01 2023-12-31
(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 10,630     10,630
b 124     124
c 8,791   14,502 -5,711
d 6,747   12,555 -5,808
e 1,407,199   873,050 534,149
3,203,321   2,541,422 661,899
288,519   2,790 285,729
458     458
    471 -471
    8,171 -8,171
24,978     24,978
56     56
32     32
16,501     16,501
    1,523 -1,523
    345 -345
34,605     34,605
    82,512 -82,512
7,485     7,485
1,647     1,647
18,744   13,245 5,499
1     1
77,418     77,418
    307 -307
425     425
45     45
11,035     11,035
31,115     31,115
410     410
36     36
    208 -208
    31,115 -31,115
    1,188 -1,188
29,381     29,381
8     8
6,910     6,910
567,367     567,367
16,344     16,344
2,174     2,174
    38 -38
    37 -37
73     73
41     41
2,751     2,751
9     9
3,665     3,665
18,592     18,592
    5,291 -5,291
197     197
    814 -814
40,454     40,454
    10,873 -10,873
    17,664 -17,664
    100,000 -100,000
14,643   13,290 1,353
2,834     2,834
    22,824 -22,824
    15,839 -15,839
15,675     15,675
682     682
647     647
9,616     9,616
1,159     1,159
    474 -474
337     337
2,776     2,776
    60 -60
18,688     18,688
    15,238 -15,238
2,482     2,482
    332 -332
    19,303 -19,303
13,256     13,256
37,824     37,824
    2 -2
41,011     41,011
    77,493 -77,493
8,442     8,442
59,989     59,989
1,717     1,717
18,382     18,382
48,801     48,801
27     27
45,807     45,807
9,222     9,222
4,375     4,375
    11,522 -11,522
    7,586 -7,586
    36,024 -36,024
    8,557 -8,557
    11,942 -11,942
    133,414 -133,414
    34,723 -34,723
286     286
31,942     31,942
1,401     1,401
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       10,630
b       124
c       -5,711
d       -5,808
e       534,149
      661,899
      285,729
      458
      -471
      -8,171
      24,978
      56
      32
      16,501
      -1,523
      -345
      34,605
      -82,512
      7,485
      1,647
      5,499
      1
      77,418
      -307
      425
      45
      11,035
      31,115
      410
      36
      -208
      -31,115
      -1,188
      29,381
      8
      6,910
      567,367
      16,344
      2,174
      -38
      -37
      73
      41
      2,751
      9
      3,665
      18,592
      -5,291
      197
      -814
      40,454
      -10,873
      -17,664
      -100,000
      1,353
      2,834
      -22,824
      -15,839
      15,675
      682
      647
      9,616
      1,159
      -474
      337
      2,776
      -60
      18,688
      -15,238
      2,482
      -332
      -19,303
      13,256
      37,824
      -2
      41,011
      -77,493
      8,442
      59,989
      1,717
      18,382
      48,801
      27
      45,807
      9,222
      4,375
      -11,522
      -7,586
      -36,024
      -8,557
      -11,942
      -133,414
      -34,723
      286
      31,942
      1,401
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 2,103,565
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 -6,256
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 right arrow 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) 1 36,616
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 36,616
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 36,616
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 54,116
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 54,116
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 17,500
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow17,500 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWI, OK, CA, MN, IL, NY, KS, PA, 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
 
No
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 2023 or the taxable year beginning in 2023? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowwww.reimanfoundation.org
14
The books are in care ofright arrowMichael J Hipp Telephone no.right arrow (262) 696-4455

Located atright arrow125 W Wisconsin Ave Ste 200PewaukeeWI ZIP+4right arrow53072
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
75,965,259
b
Average of monthly cash balances.......................
1b
512,621
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
76,477,880
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
76,477,880
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,147,168
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,330,712
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,766,536
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
3,766,536
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
36,616
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
30,777
c
Add lines 2a and 2b............................
2c
67,393
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,699,143
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,699,143
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
3,699,143
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
5,879,498
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
5,879,498
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,699,143
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 3,801,295
b From 2019...... 1,164,770
c From 2020...... 4,834,037
d From 2021...... 1,458,159
e From 2022...... 2,492,801
f Total of lines 3a through e ........ 13,751,062
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,879,498
a Applied to 2022, 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 2023 distributable amount..... 3,699,143
e Remaining amount distributed out of corpus 2,180,355
5 Excess distributions carryover applied to 2023. 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 15,931,417
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		3,801,295
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		12,130,122
10 Analysis of line 9:
a Excess from 2019.... 1,164,770
b Excess from 2020.... 4,834,037
c Excess from 2021.... 1,458,159
d Excess from 2022.... 2,492,801
e Excess from 2023.... 2,180,355
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

5251 DTC Parkway Suite 1150
Greenwood Village,CO80111 		None PC Ace Scholarships 1,000,000

Ace Scholarships

5251 DTC Parkway Suite 1150
Greenwood Village,CO80111 		None PC Ace Scholarships 100,000

Archdiocese of Milwaukee

PO Box 78090
Milwaukee,WI532788090 		None PC Catholic Stewardship Appeal 100,000

Archdiocese of Milwaukee-St Alphonsus Parish

PO Box 78496
Milwaukee,WI532788496 		None PC Love One Another Campaign 25,000

Aurora Medical Health Care Foundation

950 N 12th Street Suite A511
Milwaukee,WI53233 		None PC General Operations Global Health 25,000

Cass Career Ceter

1600 E Elm Road
Harrisonville,MO64701 		None PC General Operations 5,000

Childrens Hospital Colorado Foundation

13123 East 16th Avenue Box 045
Aurora,CO80045 		None PC General Operations 50,000

Childrens Hospital of Wisconsin Foundation

999 N 92nd Street Suite 220
Milwaukee,WI53226 		None PC General Operations 1,000,000

Childrens Hospital of Wisconsin Foundation

999 N 92nd Street Suite 220
Milwaukee,WI53226 		None PC General Operations 1,000,000

Childrens Hospital Of Wisconsin Foundation

999 N 92nd Street Suite 220
Milwaukee,WI53226 		None PC General Operations 1,000,000

Childrens Hospital Of Wisconsin Foundation

999 N 92nd Street Suite 220
MIlwaukee,WI53226 		None PC General Operations 2,000

City of Auburn

Po Box 238
Auburn,IA51433 		None PC General Operations 300,000

Colorado Golf Foundation

5990 Greenwood Plaza Blvd 102
Denver,CO80249 		None PC General Operations 10,000

Colorado Open Golf Foundation

20309 E 48th Place
Denver,CO80249 		None PC General Operations 7,500

Curexa Investor Group LLC

410 Park Avenue Suite 730
New York,NY10022 		None PC General Operations 173

Discovery World

500 N Harbor Drive
Milwaukee,WI53202 		None pc General Operations 5,000

Energy and Mineral Group Fund III LP

2000 Mckinney Avenue Suite 1250
Dallas,TX75201 		None PC General Operations 12

Experience Youth Baseball

4735 Stratford Drive
Greendale,WI53129 		None PC General Operations 100

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 Plum Media

1418 W St Paul Avenue
Milwaukee,WI53233 		None PC General Operations 180,000

GMB Mezzanine Capital IV Parallel LP

50 South Sixth Street Suite 1460
Minneapolis,MN55402 		None PC General Operations 4

Greendale Park and Recreation Dept

5647 Broad Street
Greendale,WI53129 		None PC Movies in the Park 1,200

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operation 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Greenpeace Fund

1300 Eye Street NW Suite 1100 East
Washington,DC20005 		None SO I General Operations 10,000

Hawaii AG and Culinary Alliance

3457 Ringsby Court 202
Denver,CO80216 		None PC General Operations 5,000

Inflection Energy LLC

1001 17th Street Suite 1000
Denver,CO80202 		None PC General Operations 2

Iowa Barn Foundation

PO Box 436
Nevada,IA50201 		None PC General Operations 2,500

Iowa Barn Foundation

PO Box 436
Nevada,IA50201 		None PC General Operations 5,000

JSM Class B Investments LLC

711 N Jackson Street Suite 420
Milwaukee,WI53202 		None PC General Operations 69

Kayne Partners Fund IV (QP) LP

1800 Avenue of the Stars 3rd Floor
Los Angeles,CA90067 		None PC General Operations 14

Lee's Summitt Education Foundation

301 NE Tudor Road
Lees Summit,MO64086 		None PC General Operations 25,000

Milwaukee Historical Society

910 N Dr Martin Luther King Dr
Milwaukee,WI53203 		None PC General Operations 690

Monroe Capital Private Credit Fund II

311 South Wacker Drive Suite 6400
Chicago,IL60606 		None PC General Operations 2

Monroe Capital Private Credit Fund III

311 South Wacker Drive Suite 6400
Chicago,IL60606 		None pc General Operations 3

Museum of Contemporary Art Denver

1485 Delgany Street
Denver,CO80202 		None PC LuminoCity Gala 10,000

NewRoad III LP

215 NW A Street Suite 510
Bentonville,AR72712 		None PC General Operations 45

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 20

Pat Summitt Foundation

520 W Summit Hill Dr Suite 1101
Knoxville,TN37902 		None PC General Operations 25,000

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

Regis University

3333 Regis Blvd A-17
Denver,CO802211099 		None PC General Operations 25,000

Rockstreet AO Multifamily Fund IV LP

200 Crescent Court Suite 1165
Dallas,TX752012112 		None PC General Operations 6

Sojourner Foundation

619 W Walnut Street
Milwaukee,WI53212 		None PC General Operations 600

Sojourner Foundation

619 WWalnut Street
Milwaukee,WI53212 		None PC General Operations 25,000

St Anne Church

PO Box 110
Boulder Junction,WI54512 		None PC General Operations 100,000

SV PCL Holdings LLC

28 State Street Suite 980
Boston,MA02109 		None PC General Operation 2

Take Note Colorado

1200 Vine St Unit 8C
Denver,CO80206 		None PC General Operations 5,000

Unity Church

1901 NW Blue Parkway
Unity Village,MO640650001 		None PC General Operations 50,000

Unity School of Christianity

1901 NW Blue Parkway
Unity Village,MO640650001 		None PC General Operations 100,000

University of Denver

2306 E Evans Avenue Suite 013
Denver,CO80208 		None PC General Operations 10,000

Wil-Mar Neighborhood Center

504 S Brearly Street
Madison,WI53703 		None PC General Operations 10,000

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 20,350

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 13,850

Wisconsin Puppy Mill Project Inc

424 North Avenue
Sheboygan,WI53083 		None PC General Operations 20,350
Total .................................right arrow 3a 5,879,144
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 .... 523000 1,039,733      
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 523000 -520,407      
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 523000 190,677      
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 2,103,565      
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory 523000 563,169      
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) .. 3,376,737 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,376,737
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 1,250,000


(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

$ 1,250,000


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

$ 1,000,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 75,296,164 75,296,164

TY 2023 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 1,403,000 0 215,000 0
Unrealized Losses 1,882,783 0 1,882,783 0
Other Expenses From Line 13 629,099 19,692 0 0
Charitable Donations 354 0 0 354
Royalty Expenses 12,597 12,597 0 0
Depletion Expense 322,352 0 322,352 0
Intangible Drilling Costs 116,062 0 116,062 0
State Taxes 8,279 0 8,279 0
Interest Expense 296,881 147,059 149,822 0
Federal Tax Paid 450,000 0 0 0
Losses from Pass Thru Rentals 520,407 520,407 520,407 0


TY 2023 OtherIncomeSchedule2
Name:
Reiman Foundation Inc
EIN:
39-1570264
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Portfolio Income 18,974 18,974 18,974
Other Income Line 11i 23,989 23,989 23,989
Royalty Income 147,714 147,714 147,714


TY 2023 OtherLiabilitiesSchedule
Name:
Reiman Foundation Inc
EIN:
39-1570264
Description Beginning of Year - Book Value End of Year - Book Value
Line of Credit 2,500,000 2,750,000


TY 2023 SubstantialContributorsSch
Name:
Reiman Foundation Inc
EIN:
39-1570264
Name Address
Roy J Reiman 125 W Wisconsin Ave Suite 200
Pewaukee,WI53072
Roberta M Reiman 125 W Wisconsin Ave Suite 200
Pewaukee,WI53072
Joni Winston 125 W Wisconsin Ave Suite 200
Pewaukee,WI53072
Terrin Riemer 125 W Wisconsin Ave Suite 200
Pewaukee,WI53072