2025-04-22T08:57:19-07:00 2024-12-31 593792751 CURI RMB CAPITAL LLC 10361 W INNOVATION DR STE 350 MILWAUKEE WI 53226 990PF 2024-01-01 391555500 RICHARD G JACOBUS FAMILY FOUNDATION RICH 4142038040 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 NANCY J BACH Treasurer 2025-04-22 true true Brian Janecke P00495827 4142038040 2024 2025-03-06 01:10:19Z X 3699295 X X 96930 96930 96930 104685 883736 104685 2906 201615 201615 99836 2860 2860 43559 25871 17688 452 452 280 280 47151 26323 20828 124833 124833 171984 26323 145661 29631 175292 99836 8644 5214 5214 54116 73272 73272 7466 6637 7466 7466 3513456 3613343 3613343 3582853 3699295 3699295 0 X 3582853 3699295 3582853 3699295 3582853 3699295 3582853 29631 86811 3699295 3699295 SCHWAB x11 P 2024-01-01 2024-12-31 24329 21712 2617 2617 SCHWAB x11 P 2023-01-01 2024-12-31 146145 100264 45881 45881 SCHWAB x04 P 2023-01-01 2024-12-31 40610 20466 20144 20144 SCHWAB x81 P 2024-01-01 2024-12-31 726 621 105 105 SCHWAB x81 P 2023-01-01 2024-12-31 108089 64969 43120 43120 SCHWAB x96 P 2024-01-01 2024-12-31 56877 57078 -201 -201 SCHWAB x96 P 2023-01-01 2024-12-31 184118 199696 -15578 -15578 SCHWAB x91 P 2024-01-01 2024-12-31 80498 80322 176 176 SCHWAB x91 P 2023-01-01 2024-12-31 155310 163139 -7829 -7829 SCHWAB x45 P 2024-01-01 2024-12-31 2610 2401 209 209 SCHWAB x45 P 2023-01-01 2024-12-31 79692 68383 11309 11309 Capital Gain Dividends 4732 104685 2906 2437 2437 2437 1066 1066 1371 0 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 CAROLYN R JACOBUS 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 President 0.00 0 NANCY J BACH 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 Treasurer 0.00 0 BARBARA J WELLS 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 Secretary 0.00 0 BRIAN A JANECKE 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 Director 0.00 0 NONE NONE 3664214 77225 0 3741439 0 3741439 56122 3685317 184266 184266 2437 2437 181829 181829 181829 145661 145661 181829 143241 145661 143241 0 2420 179409 CAROLYN R JACOBUS BARBARA J WELLS 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 4142038040 GRANT APPLICATIONS SHOULD BE IN LETTER FORM AND INCLUDE PURPOSE OF REQUEST,NAMES OF OFFICERS AND DIRECTORS OF APPLICANT, AND EVIDENCE OF TAX EXEMPTSTATUS. NONE GRANTS AND CONTRIBUTIONS GENERALLY SUPPORTING, BUT NOT LIMITED TO,SOUTHEASTERN WISCONSIN. CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PC OPERATING 500 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02115 NONE PC BREAST CANCER RESEARCH 500 HABITAT FOR HUMANITY OF MARTIN COUN 2090 NORTHWEST FEDERAL HIGHWAY STUART FL 34994 NONE PC OPERATING 250 HARVARD SCHOOL OF PUBLIC HEALTH PO BOX 419209 BOSTON MA 02120 NONE PC DEPARTMENT OF NUTRITION 3000 INREACH 4530 PARK ROAD SUITE 300 CHARLOTTE NC 28209 NONE PUBLIC OPERATING 500 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DRIVE MILWAUKEE WI 53202 NONE PC OPERATING 5000 MINNENTONKA PUBLIC SCHOOLS FOUNDATI 5621 COUNTY ROAD 101 MINNENTONKA MN 55345 NONE PC ENDOWMENT FUND 500 OUR SISTER'S SCHOOL 145 BROWNELL AVENUE NEW BEDFORD MA 02740 NONE PC OPERATING 1000 UNITED PERFORMING ARTS FUND 301 W WISCONSIN AVE SUITE 600 MILWAUKEE WI 53202 NONE PC GENERAL OPERATING 7500 WAYZATA COMMUNITY CHURCH 125 WAYZATA BLVD E WAYZATA MN 55391 NONE PC PARABLES PROGRAMMING 1000 THE LIBRARY FOUNDATION OF MARTIN CO 2351 SE MONTEREY ROAD STUART FL 34996 NONE PC OPERATING 500 OPEN HANDS FOUNDATION 3121 WESTWOOD DRIVE EXCELSIOR MN 55331 NONE PC HOPE HOUSE 1000 RIDGEVIEW FOUNDATION 490 SOUTH MAPLE STREET SUITE 110 WACONIA MN 55387 NONE PC ENDOWMENT FUND 1000 WISCONSIN HISTORICAL FOUNDATION 816 STATE STREET MADISON WI 53726 NONE PC OPERATING 3000 MAYO CLINIC FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC OPERATING 5000 AURORA HEALTH CARE FOUNDATION 950 N 12TH STREET SUITE A511 MILWAUKEE WI 53233 NONE PC HEART RESEARCH 5000 MEDICAL COLLEGE OF WISCONSIN 8701 W WATERTOWN PLANK RD MILWAUKEE WI 53226 NONE PC EYE INSTITUTE/ ALZHEIMER'S RESEARCH 12000 MILWAUKEE PUBLIC MUSEUM 800 W WELLS STREET MILWAUKEE WI 53233 NONE PC OPERATING 2500 UNITED WAY OF MILWAUKEE WAUKESHA 225 WEST VINE STREET MILWAUKEE WI 53212 NONE PC OPERATING 6000 UNITED WAY OF MARTIN COUNTY 10 SE CENTRAL PARKWAY SUITE 101 STUART FL 34995 NONE PC OPERATING 4000 HUMANE SOCIETY OF TREASURE COAST 4100 SW LEIGHTON FARM AVE PALM CITY FL 34990 NONE PC OPERATING 750 REGIS UNIVERSITY 3333 REGIS BLVD B-16 DENVER CO 80221 NONE PC ANNUAL FUND / PSYCHOLOGY DEPARTMENT FOR THE GRADUATE PROGRAM 750 ICA FOOD SHELF 12990 SAINT DAVIDS ROAD MINNETONKA MN 55305 NONE PC OPERATING 1000 UW-MADISON FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 NONE PC RICHARD G. JACOBUS GRADUATE FELLOWSHIP FUND 7000 ALZHEIMER'S ASSOCIATION 620 SOUTH 76TH STREET SUITE 160 MILWAUKEE WI 53214 NONE PUBLIC MEMORIAL 2500 HAMILTON COLLEGE 198 COLLEGE HILL ROAD CLINTON NY 13323 NONE PUBLIC ANNUAL FUND 500 LLOYD CENTER FOR THE ENVIRONMENT 430 POTOMSKA ROAD DARTMOUTH MA 02748 NONE PC OPERATING 1000 UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET SUITE 736 COLUMBIA SC 29208 NONE PC ANNUAL FUND / BUSINESS SCHOOL OF INTERNATIONAL BUSINESS DEPARTMENT 750 BEST BUDDIES OF NORTH CAROLINA 10020 MONROE ROAD SUITE 210 MATTHEWS NC 28105 NONE PC OPERATING 500 WING HAVEN 260 RIDGEWOOD AVE CHARLOTTE NC 28209 NONE PC OPERATING 500 OSPREY VILLAGE PO BOX 3155 BLUFFTON SC 29910 NONE PC CAPITAL 2500 UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 NONE PC ANNUAL FUND/ M.E. RINKER SCHOOL OF CONSTRUCTION MANAGEMENT 750 DOWN SYNDROME ASSOCIATION OF WI 11709 W CLEVELAND AVE 2 WEST ALLIS WI 53227 NONE PC OPERATING 1000 CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP RICHARD ALLEN DR CAMBRIDGE MA 02139 NONE PC OPERATING 1000 FOOD FOR FREE COMMITTEES INC 11 INMAN STREET CAMBRIDGE MA 02139 NONE PC OPERATING 1000 GOOD FRIENDS OF CHARLOTTE 1307 WEST MOREHEAD STREET SE 207 CHARLOTTE NC 28208 NONE PC OPERATING 500 POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON SC 29910 NONE PC OPERATING 2500 THE PINE SCHOOL 12350 SE FEDERAL HIGHWAY HOBE SOUND FL 33455 NONE PC LIVE LIKE TED SCHOLARSHIP 1000 UNIVERSITY OF VIRGINIA DARDEN SCHOO PO BOX 7726 CHARLOTESVILLE VA 22906 NONE PC ANNUAL FUND 500 UNIVERSITY SCHOOL OF MILWAUKEE 2100 W FAIRY CHASM RD MILWAUKEE WI 53217 NONE PC OPERATING 750 CLEVELAND CLINIC FOUNDATION PO BOX 931517 CLEVELAND OH 44193 NONE PC OPERATING 3000 MYERS PARK PRESBYTERIAN CHURCH 2501 OXFORD PL CHARLOTTE NC 28207 NONE PC CAPITAL CAMPAIGN 2000 VOLUNTEERS IN MEDICINE 417 SE BALBOA AVENUE STUART FL 34994 NONE PC OPERATING 1500 MILWAUKEE SYMPHONY ORCHESTRA 1101 NORTH MARKET STREET SUITE 100 MILWAUKEE WI 53202 NONE PC OPERATING 5000 THE ALS ASSOCIATION PO BOX 37022 BOONE IA 50037 NONE PC MEMORIAL 1000 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 NONE PC OPERATING 1000 HEALING HANDS OF JOY PO BOX 30431 CHARLOTTE NC 28230 NONE PC OPERATING 1500 JOURNEY 21 1671 OLD SCHOOL HOUSE ROAD OCONOMOWOC WI 53066 NONE PC OPERATING 1000 PHILIPS ACADEMY 3115 PROVIDENCE ROAD CHARLOTTE NC 28211 NONE PC OPERATING 1000 SECOND HELPINGS 11-A MARINA SIDE DRIVE HILTON HEAD ISLAND SC 29928 NONE PC OPERATING 1000 THE HARVEST CENTER OF CHARLOTTE PO BOX 19269 CHARLOTTE NC 28219 NONE PC OPERATING 1500 THE HUMANITY ALLIANCE PO BOX 469 VICTORIA MN 55386 NONE PC OPERATING 1500 SILVER LINING MENTORING PO BOX 541497 WALTHAM MA 02454 NONE PC OPERATING 500 MA DESIGN ART TECHNOLOGY INSTITUTIO 1213 PURCHASE STREET SUITE 206 NEW BEDFORD MA 02740 NONE PC OPERATING 500 BUDUDA AMERICAN FOUNDATION 827 BERKELEY AVE CHARLOTTE NC 28203 NONE PC OPERATING 1000 COMMUNITY ROWING 20 NONANTUM ROAD BRIGHTON MA 02135 NONE PC OPERATING 500 CREATE WISCONSIN PO BOX 1054 MADISON WI 53701 NONE PC OPERATING 1000 FRIENDS OF MITCHELL PARK DOMES PO BOX 1632 MILWAUKEE WI 53201 NONE PC OPERATING 1000 FRIENDSHIP CIRCLE OF WI 8649 N PORTWASHINGTON RD FOX POINT WI 53217 NONE PC OPERATING 2000 HISTORIC HAYMARKET MILWAUKEE 800 W WELLS ST MILWAUKEE WI 53233 NONE PC OPERATING 8333 TYKES AND TEENS 900 SE OCEAN BLVD STUART FL 34994 NONE PC OPERATING 1500 FLORIDA OCEANOGRAPHIC SOCIETY 890 NORTHEAST OCEAN BLVD STUART FL 34996 NONE PC OPERATING 1000 124833 14 96930 18 104685 201615 201615 false false false false false false false false false false CURI RMB CAPITAL 2860 0 0 2860 THERE IS NO REQUIREMENT TO FURNISH A REPORT WITH THE STATE OF WISCONSIN WHENCONTRIBUTIONS WERE NOT SOLICITED. BANK FEES 255 255 WI DFI ANNUAL REPORT 25 25 BOOK TO TAX DIFFERENCE 8354 CURI RMB CAPITAL ADMINISTRATION 17688 0 0 17688 INVESTMENT ADVISORY FEES 750 750 0 0 INVESTMENT MANAGEMENT FEES 25121 25121 0 0 FOREIGN TAX PAID 452 452