DENNIS AND JANICE KLUMB FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND JANICE KLUMB FAMILY FOUNDATION INC (EIN 39-1996367)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-03
- IRS object ID
- 202521239349100707
- Schema version
- 2024v5.1
- 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
- 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 | 2025-05-03T09:16:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 KUMB 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 | 2025-05-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | 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 | $174,220 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,240 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $2,049 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $768 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $42,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,291 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $768 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $54 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $466 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,291 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $768 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,702 | CashBOYAmt |
| Cash EOY | $14,656 | CashEOYAmt |
| Cash EOYFMV | $11,954 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $464 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $170,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,738 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,589 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,018 | OtherAssetsBOYAmt |
| Other Assets EOY | $48,213 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,213 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $223,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $198,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $174,220 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $223,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $198,071 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $198,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $198,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,049 | OtherIncreasesAmt |
| Subtotal | $198,071 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $198,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| IMOAX TRANSAMERICA ASSET | P | 2024-01-01 | 2024-09-01 | $559 | $559 | $559 | |
| IMOAX TRANSAMERICA ASSET ALLOC | P | 2023-01-01 | 2024-09-01 | $39,421 | -$1,654 | -$1,654 | $41,075 |
| TRANSAMERICA STCAPITAL GAIN DISTRIBUTION | P | 2024-01-01 | 2024-12-31 | $209 | $209 | $209 | |
| TRANSAMERICA LT CAPTITAL GAIN DISTRIBUTION | P | 2023-01-01 | 2024-12-31 | $2,935 | $2,935 | $2,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,049 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $768 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $60 | 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 |
| 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 | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA B 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DENNIS G KLUMB | ||||||||
| W257S7715 PRAIRIESIDE DR | WAUKESHA | WI | 53189 | PRESEIDENT | 0.00 | $0 | $0 | $0 |
| PAMELA KLUMB | ||||||||
| 360 6TH AVE S | NAPLES | FL | 34102 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DENNIS M KLUMB | ||||||||
| 360 6TH AVE S | NAPLES | FL | 34102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL KLUMB | ||||||||
| 5327 S CALHOUN RD | NEW BERLIN | WI | 53151 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RICHARD KLUMB | ||||||||
| 755 1ST AVE N | NAPLES | FL | 34102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GINA MANISCALCO | ||||||||
| N27W30203 GRAND HAVEN DR | PEWAUKEE | WI | 53072 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHAWN KLUMB | ||||||||
| W1032 COUNTY RD L | EAST TROY | WI | 53120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS SCHOBER | ||||||||
| 2835 S MORELAND RD | NEW BERLIN | WI | 53151 | DIRECTOR | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,116 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $195,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable Before Adj | $9,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,991 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,991 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,572 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $166,784 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,618 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,409 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $249,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,991 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $55,991 | RemainingDistriFromCorpusAmt |
| Total Corpus | $305,306 | TotalCorpusAmt |
| Undistributed Income CY | $9,572 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $166,784 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,320 | ExcessFromYear4Amt |
| Excess From Year3 | $22,184 | ExcessFromYear3Amt |
| Excess From Year2 | $9,618 | ExcessFromYear2Amt |
| Excess From Year1 | $9,409 | ExcessFromYear1Amt |
| Excess From Current Year | $55,991 | 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 |
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 |
|---|---|---|---|---|---|---|
| MAKE A WISH WISCONSIN | ||||||
| 11020 W PLANK CT Ste 200 | MILWAUKEE | WI | 53226 | PC Public charity de | SUPPORT | $50,000 |
| MUKWONAGO FOOD PANTRY | ||||||
| 325 EAGLE LAKE AVE | MUKWONAGO | WI | 53149 | PC Public charity de | SUPPORT | $200 |
| VETERANS OF FOREIGN WARS | ||||||
| 406 WEST 34TH ST | KANSAS CITY | MO | 64111 | PC Public charity de | SUPPORT | $100 |
| ST PETER'S SCHOOL | ||||||
| 301 ELM ST | EAST TROY | WI | 53120 | PC Public charity de | SUPPORT | $300 |
| TROY CENTER FIRE DEPARTMENT | ||||||
| N8870 BRIGGS ST | EAST TROY | WI | 53120 | PC Public charity de | SUPPORT | $300 |
| AMERICAN KIDNEY FOUNDATION | ||||||
| 11921 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | PC Public charity de | SUPPORT | $300 |
| EAST TROY FIRE & RESUE | ||||||
| PO BOX 644 | EAST TROY | WI | 53120 | PC Public charity de | SUPPORT | $300 |
| DOCTORS WITHOUR BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC Public charity de | SUPPORT | $100 |
| ST JOSEPH INDIAN SCHOOL | ||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | PC Public charity de | SUPPORT | $100 |
| ST MARK'S EV LUTHREN CHURCH | ||||||
| 324 S SANBORN AVE | JEFFERSON | WI | 53549 | PC Public charity de | SUPPORT | $2,000 |
| WEST ALLIS-WEST MILWAUKEE MONOGRAM CLUB | ||||||
| 12100 AHYES AVE | MILWAUKEE | WI | 53227 | PC Public charity de | SUPPORT | $1,000 |
| HAWS | ||||||
| 701 NORTHVIEW RD | WAUKESHA | WI | 53187 | PC Public charity de | SUPPORT | $200 |
| CATHOLIC STEWARDSHIP APPEAL | ||||||
| 301 S LAKE DR | MILWAUKEE | WI | 53207 | PC Public charity de | SUPPORT | $500 |
| NATIONAL WWII MUSEUM | ||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | PC Public charity de | SUPPORT | $100 |
| AARP | ||||||
| PO BOX 90327 | LONG BEACH | CA | 90809 | PC Public charity de | SUPPORT | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,525 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 | $2,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,291 | 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 | W27S7715 PRAIRIESIDE DR | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | 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 | AT COST | $134,738 | $113,589 |
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE | Desc |
| BOY Book Value | $22,018 | BOYBookValueAmt |
| EOY Book Value | $48,213 | EOYBookValueAmt |
| EOYFMV | $48,213 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $160 | $160 |
| SUPPLIES | $306 | $306 |
| LIFE INSURANCE | $13,805 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CAPITAL GAIN | Desc |
| Amt | $2,049 | 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 | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $54 | Amt |