DENNIS AND JANICE KLUMB FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND JANICE KLUMB FAMILY FOUNDATION INC (EIN 39-1996367)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-04
- IRS object ID
- 202401259349100605
- Schema version
- 2023v5.0
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-04T11:38:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391996367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dennis & Janice Klumb Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Dennis g klumb | InCareOfNm |
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 2626427580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W1951 Beulah Heights Rd | AddressLine1Txt |
| City | East Troy | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS G KLUMB | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2626427580 | PhoneNum |
| Signature | 2024-05-04 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS | PersonFirstNm |
| Person Last | KLUMB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $192,485 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $756 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $84 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $13,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,861 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $84 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30,963 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,409 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,861 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,768 | CashBOYAmt |
| Cash EOY | $30,702 | CashEOYAmt |
| Cash EOYFMV | $30,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $482 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $482 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $186,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $170,428 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $139,283 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $33,744 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,018 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,018 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $248,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $192,485 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $248,562 | RetainedEarningBOYAmt |
| Retained Earning EOY | $223,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $248,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $248,562 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $248,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $756 | OtherIncreasesAmt |
| Subtotal | $223,630 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $223,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54 | SubtotalAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $54 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela Klumb | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2626427580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W1951 Beulah Heights Rd | AddressLine1Txt |
| City | East Troy | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DENNIS G KLUMB | ||||||
| W257S7715 Praireside Dr | Waukesha | WI | 53189 | president | 0.000 | $0 |
| PAMELA KLUMB | ||||||
| W1951 Beulah Heights Rd | East Troy | WI | 53120 | secretary | 0.000 | $0 |
| DENNIS M KLUMB | ||||||
| W1951 Beulah heights Rd | East Troy | WI | 53120 | director | 0.000 | $0 |
| MICHAEL KLUMB | ||||||
| 5327 S Calhoun Rd | New Berlin | WI | 53151 | director | 0.000 | $0 |
| RICHARD KLUMB | ||||||
| 2307 Nagawicka Rd | Hartland | WI | 53029 | director | 0.000 | $0 |
| SHAWN KLUMB | ||||||
| W1032 County Rd L | East Troy | WI | 53120 | director | 0.000 | $0 |
| GINA MANISCALCO | ||||||
| N27W30203 Grand Haven Dr | Pewaukee | WI | 53072 | director | 0.000 | $0 |
| THOMAS G SCHOBER | ||||||
| 16845 WCleveland Ave | New Berlin | WI | 53151 | director | 0.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $147,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,881 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $198,662 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $198,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $195,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54 | TotalTaxAmt |
| Distributable Before Adj | $9,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,730 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,409 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,409 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,730 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $152,248 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,784 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,320 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,184 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $392,154 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,409 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $9,409 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,730 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,730 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $391,833 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $142,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $249,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,784 | ExcessFromYear4Amt |
| Excess From Year3 | $41,320 | ExcessFromYear3Amt |
| Excess From Year2 | $22,184 | ExcessFromYear2Amt |
| Excess From Year1 | $9,618 | ExcessFromYear1Amt |
| Excess From Current Year | $9,409 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS G KLUMB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN LUG ASSOCIATION | ||||||
| 55 W WACHER DR Ste 1150 | CHICAGO | IL | 60601 | PC | SUPPORT | $650 |
| HUMANE SOCIET | ||||||
| 1255 23RD ST Ste 450 | WASHINGTON | DC | 20037 | PC | SUPPORT | $450 |
| NATIONAL DIABETES FUND | ||||||
| PO BOX 96673 | WASHINGTON | DC | 20090 | PC | SUPPORT | $100 |
| NATIONAL SHRINE OF ST JUDE | ||||||
| 205 W MONROE ST | CHICAGO | IL | 60606 | PC | SUPPORT | $850 |
| MUKWONAGO FOOD PANTRY | ||||||
| 325 EAGLE LAKE AVE | MUKWONAGO | WI | 53149 | PC | SUPPORT | $500 |
| TROY CENTER FIRE DEPARTMENT | ||||||
| N8870 BRIGGS ST | EAST TROY | WI | 53120 | PC | SUPPORT | $250 |
| ARCHDIOCESE OF MILWAUKEE | ||||||
| 3001 SOUTH LAKE DR | MILWAUKEE | WI | 53207 | PC | SUPPORT | $1,300 |
| MAKE-A-WISH WISCONSIN | ||||||
| 11020 W PLANK CT Ste 200 | MILWAUKEE | WI | 53226 | PC | SUPPORT | $500 |
| WEST ALLIS-WEST MILWAUKEE MONOGRAM ORG | ||||||
| 12100 W HAYES AVE | MILWAUKEE | WI | 53227 | PC | SUPPORT | $1,000 |
| MILWAUKEE RESCUE MISSION | ||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | PC | SUPPORT | $500 |
| USO | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20070 | PC | SUPPORT | $100 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4866 BELFORT RD Ste 300 | JACKSONVILLE | FL | 32256 | PC | SUPPORT | $200 |
| LIFE'S CONNECTION | ||||||
| 801 N ROCHESTER | MUKWONAGO | WI | 53149 | PC | SUPPORT | $400 |
| SUSAN G KOMEN | ||||||
| 13770 NOEL RD Ste 801889 | DALLAS | TX | 75380 | PC | SUPPORT | $500 |
| AMERICAN KIDNEY FOUNDATION | ||||||
| 11921 ROCKVILLE PIKE Ste 300 | ROCKVILLE | MD | 20852 | PC | SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,861 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,861 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DENNIS G KLUMB | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W257SS7715 PRAIRIESIDE DR | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IMOAX transamerica invest | AT COST | $170,428 | $139,283 |
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Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | life insurance | Desc |
| BOY Book Value | $33,744 | BOYBookValueAmt |
| EOY Book Value | $22,018 | EOYBookValueAmt |
| EOYFMV | $22,018 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Office expenses | $157 | $159 |
| supplies | $1,450 | $1,450 |
| life insurance expense | $29,356 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net capital gain | Desc |
| Amt | $756 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS KLUMB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W257S7715 Prairieside Dr | AddressLine1Txt |
| City | Waukesha | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | fedral exicse tax | CategoryTxt |
| Amt | $30 | Amt |