2024-04-22T13:01:20-07:00 2023-12-31 593792751 CURI RMB CAPITAL LLC 10361 W INNOVATION DR STE 350 MILWAUKEE WI 53226 990PF 2023-01-01 391560018 JOHN T AND SUZANNE S JACOBUS FAMILY FOUNDATION JOHN 4142038040 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 JENNIFER CORONA Treasurer 2024-04-22 true JENNIFER CORONA 999009999 true Brian Janecke P00495827 4142038040 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2065245 X X 54742 54742 54742 36235 239767 36235 90977 90977 54742 118 118 2120 2120 26642 13790 12852 786 786 25 25 29691 14576 15115 101000 101000 130691 14576 116115 -39714 76401 54742 50256 32408 32408 2874 2903 2874 2874 1873065 2029963 2029963 1926224 2065245 2065245 0 X 1926224 2065245 1926224 2065245 1926224 2065245 1926224 -39714 178735 2065245 2065245 SCHWAB x44 P 2023-01-01 2023-12-31 321 326 -5 -5 SCHWAB x44 P 2000-01-01 2023-12-31 549 515 34 34 SCHWAB x02 P 2000-01-01 2023-12-31 100639 79308 21331 21331 SCHWAB x95 P 2023-01-01 2023-12-31 450 477 -27 -27 SCHWAB x95 P 2000-01-01 2023-12-31 9876 10851 -975 -975 SCHWAB x25 P 2000-01-01 2023-12-31 29559 31162 -1603 -1603 SCHWAB x25 P 2023-01-01 2023-12-31 4644 4769 -125 -125 SCHWAB x59 P 2023-01-01 2023-12-31 5628 5764 -136 -136 SCHWAB x59 P 2000-01-01 2023-12-31 11863 10065 1798 1798 SCHWAB x60 P 2023-01-01 2023-12-31 7585 9608 -2023 -2023 SCHWAB x60 P 2000-01-01 2023-12-31 68352 50687 17665 17665 Capital Gain Dividends 301 36235 -2316 1062 1062 1062 1922 1922 X 860 860 false false false false false false false true true WI false false false false false true N/A CURI RMB CAPITAL LLC 4142038040 10361 W INNOVATION DRIVE SUITE 350 MILWAUKEE WI 53226 false false false false false false false false false false false false false false false false false false false false false false SUZANNE S JACOBUS 10361 W INNOVATION DR 350 MILWAUKEE WI 53226 Vice President 0.00 0 JULIE EISELT 10361 W INNOVATION DR 350 MILWAUKEE WI 53226 Secretary 0.00 0 JENNIFER CORONA 10361 W INNOVATION DR 350 MILWAUKEE WI 53226 Treasurer 0.00 0 STEVEN JACOBUS 10361 W INNOVATION DR 350 MILWAUKEE WI 53226 President 0.00 0 NONE NONE 1970067 49028 0 2019095 0 2019095 30286 1988809 99440 99440 1062 1062 98378 98378 98378 116115 116115 98378 101841 116115 101841 0 14274 84104 SUZANNE S JACOBUS STEVEN JACOBUS 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 4142038040 APPLICATIONS SHOULD BE IN LETTER FORM INCLUDING PURPOSE, OFFICERS ANDDIRECTORS NAMES, AND EVIDENCE OF EXEMPT STATUS NONE GRANTS AND CONTRIBUTIONS GENERALLY SUPPORTING, BUT NOT LIMITED TO,SOUTHEASTERN WISCONSIN COMMUNITY SERVICE ALLIANCE 3387 FULTON ROAD CLEVELAND OH 44109 NONE PC OPERATING 15000 MILWAUKEE PUBLIC MUSEUM 800 W WELLS STREET MILWAUKEE WI 53233 NONE PC OPERATING 3000 MILWAUKEE RESCUE MISSION 830 N 19TH STREET MILWAUKEE WI 53233 NONE PC OPERATING 3000 SMILE TRAIN PO BOX 96231 WASHINGTON DC 20090 NONE PC OPERATING 2000 EISENHOWER HEALTH FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE PC OPERATING 1000 FOOD PANTRY OF WAUKESHA COUNTY 1301 SENTRY DRIVE WAUKESHA WI 53186 NONE PC OPERATING 5000 BRIDGE COMMUNITIES 505 CRESCENT BOULEVARD GLEN ELLYN IL 60137 NONE PC OPERATING 15000 URBAN ECOLOGY CENTER 1500 E PARK PLACE MILWAUKEE WI 53211 NONE PC OPERATING 15000 SAFE ALLIANCE 601 EAST FIFTH STREET SUITE 400 CHARLOTTE NC 28202 NONE PC OPERATING 6000 COMMUNITY ADVOCATES 728 N JAMES LOVELL ST MILWAUKEE WI 53233 NONE PC OPERATING 6000 THE NEW YORK TIMES COMMUNITIES FUND 620 8TH AVE NEW YORK NY 10018 NONE PC OPERATING 5000 SOJOURNER FAMILY PEACE CENTER 619 W WALNUT STREET MILWAUKE WI 53212 NONE PC OPERATING 20000 THE WOMEN'S CENTER 505 N EAST AVENUE WAUKESHA WI 53186 NONE PC OPERATING 5000 101000 14 54742 18 36235 90977 90977 false false false false false false false false false false CURI RMB CAPITAL 2120 0 0 2120 THERE IS NO REQUIREMENT TO FURNISH A REPORT WITH THE STATE OF WISCONSIN WHENCONTRIBUTIONS WERE NOT SOLICITED. LEGAL & PROFESSIONAL 118 0 0 118 LICENSING & FILING FEES 25 25 BOOK TO TAX DIFFERENCE 1972 UNREALIZED GAINS 176763 ADMINISTRATION 12852 0 0 12852 CUSTODIAL FEES 464 464 0 0 INVESTMENT MANAGEMENT FEES 13326 13326 0 0 FOREIGN TAX PAID 786 786