JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC (EIN 39-1744652)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-26
- IRS object ID
- 202631469349100803
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-26T09:47:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 222 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391744652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES WHEELER CAMPBELL MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 4148612252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10653 N WINSLOW DRIVE | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLA BARTLETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4148612252 | PhoneNum |
| Signature | 2026-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM M UPDIKE | PreparerPersonNm |
| PTIN | P01801943 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2026-05-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,063,484 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $283,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $712,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $283,783 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,330 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $323,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,620 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,031 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $228,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $313,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,457 | CashBOYAmt |
| Cash EOY | $3,457 | CashEOYAmt |
| Cash EOYFMV | $3,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,335 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,715,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,978,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,978,692 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,776,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,063,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,063,484 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,853,542 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,853,542 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$76,921 | RetainedEarningBOYAmt |
| Retained Earning EOY | $209,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,776,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,063,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,776,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,063,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,776,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $228,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,977 | OtherIncreasesAmt |
| Subtotal | $2,063,484 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,063,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SCHWAB | P | $131,333 | $126,733 | $4,600 | $4,600 |
| PUBLICLY TRADED SECURITIES - SCHWAB | P | $550,407 | $270,572 | $279,835 | $279,835 |
| PUBLICLY TRADED SECURITIES - FIDELITY | P | $13,285 | $12,469 | $816 | $816 |
| PUBLICLY TRADED SECURITIES - FIDELITY | P | $16,846 | $19,323 | -$2,477 | -$2,477 |
| CAPITAL GAIN DISTRIBUTIONS - FIDELITY | P | $1,009 | $1,009 | $1,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $283,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,563 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,763 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,407 | OverpaymentAmt |
| Applied To ES Tax | $4,407 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARLA BARTLETT | IndividualWithBooksNm |
| Phone | 4148612252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10653 N WINSLOW DRIVE | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARLA BARTLETT | ||||||||
| 10653 N WINSLOW DRIVE | MEQUON | WI | 53092 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY BROWN | ||||||||
| 1350 W DEAN ROAD | MILWAUKEE | WI | 53217 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,837,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,907,783 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,907,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,879,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,356 | TotalTaxAmt |
| Distributable Before Adj | $89,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $89,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $89,602 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $82,187 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $85,839 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP ONE STEP | |||||||
| 213 W INSTITUTE PL STE 410 | CHICAGO | IL | 60610 | NONE | PC | GENERAL SUPPORT | $500 |
| CCFA WISCONSIN | |||||||
| 17100 W BLUEMOUND ROAD 101 | BROOKFIELD | WI | 53005 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FASD COMMUNITIES | |||||||
| 1516 AVON WAY | HONOLULU | HI | 96822 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FIRST STAGE | |||||||
| 325 W WALNUT STREET | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| PO BOX 64348 | ST PAUL | MN | 55164 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HISTORIC COLONY HOUSE | |||||||
| 2300 NORTH SCENIC HIGHWAY | LAKE WALES | FL | 33898 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MACC FUND | |||||||
| 10000 W INNOVATION DRIVE SUITE 135 | MILWAUKEE | WI | 53226 | NONE | PC | GENERAL SUPPORT | $500 |
| MILWAUKEE REPERTORY THEATER | |||||||
| 108 E WELLS STREET | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MOUNTAIN LAKE COMMUNITY SERVICE | |||||||
| PO BOX 832 | LAKE WALES | FL | 33859 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PEARLS FOR TEEN GIRLS | |||||||
| 1300 N 7TH ST SUITE 200 | MILWAUKEE | WI | 53205 | NONE | PC | GENERAL SUPPORT | $1,500 |
| RONALD MCDONALD HOUSE CHARITIES OF EASTERN WI | |||||||
| 8948 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPECIAL SPACES WISCONSIN | |||||||
| 1256 CAPITOL DRIVE 143 | PEWAUKEE | WI | 53072 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST CHRISTOPHER'S EPISCOPAL CHURCH | |||||||
| 7845 N RIVER RD | MILWAUKEE | WI | 53217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| URBAN AUTISM SOLUTIONS | |||||||
| 1212 W FLOURNOY ST | CHICAGO | IL | 60607 | NONE | PC | TO SUPPORT OPERATIONS | $1,000 |
| WEYENBERG PUBLIC LIBRARY FDN | |||||||
| 11345 N CEDARBURG ROAD | MEQUON | WI | 53092 | NONE | PC | GENERAL SUPPORT | $500 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758541 | TOPEKA | KS | 66675 | NONE | PC | TO SUPPORT OPERATIONS | $500 |
| BOYS & GIRLS CLUB OF GREATER MILWAUKEE | |||||||
| 1558 N 6TH STREET | MILWAUKEE | WI | 53212 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GTACS | |||||||
| 123 E 11TH STREET | TRAVERSE CITY | MI | 49684 | NONE | PC | GENERAL SUPPORT | $250 |
| MILWAUKEE COLLEGE PREP | |||||||
| 1228 W LLOYD STREET SUITE 100 | MILWAUKEE | WI | 53205 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MOUNT VERNON LADIES ASSOCIATION | |||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NONE | PC | GENERAL SUPPORT | $50,000 |
| NEW DAY CLUB | |||||||
| 11936 N PORT WASHINGTON ROAD | MEQUON | WI | 53092 | NONE | PC | GENERAL SUPPORT | $2,500 |
| NORTH SHORE LIBRARY FOUNDATION | |||||||
| 6800 N PORT WASHINGTON ROAD | MILWAUKEE | WI | 53217 | NONE | PC | GENERAL SUPPORT | $2,500 |
| RIVER HILLS FOUNDATION | |||||||
| 7650 N PHEASANT LANE | RIVER HILLS | WI | 53217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| RIVER HILLS POLICE ASSOCIATION | |||||||
| 7650 M PHEASANT LANE | RIVER HILLS | WI | 53217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,837 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $283,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $323,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,950 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RITZ HOLMAN, LLP | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS' UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK OVERRIDE | StockNm |
| EOY Book Value | $1,978,692 | EOYBookValueAmt |
| EOYFMV | $1,978,692 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,330 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,330 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $57,977 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,031 | Amt |
| Net Investment Income | $6,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,850 | $0 | $0 |
| FOREIGN TAXES | $33 | $33 | $0 |