DENNIS AND JANICE KLUMB FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS AND JANICE KLUMB FAMILY FOUNDATION INC (EIN 39-1996367)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202131339349100823
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Sales Of Inventory List
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T07:11:16-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 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 KLUMB | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2626427580 | PhoneNum |
| Signature | 2021-05-13 | 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 | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $258,665 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,980 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $975 | NetSTCapitalGainAdjNetIncmAmt |
| Cost Of Goods Sold | $3,483 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$3,483 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$3,483 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $58,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,555 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$2,508 | 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 | $83 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $72,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,555 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,658 | CashBOYAmt |
| Cash EOY | $89,773 | CashEOYAmt |
| Cash EOYFMV | $89,773 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,523 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $161,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $102,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $90,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $86,889 | OtherAssetsBOYAmt |
| Other Assets EOY | $67,760 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $67,760 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $273,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $271,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $258,665 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $315,655 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $369,484 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $315,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $369,484 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | -$42,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$98,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$42,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$98,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $273,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $271,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$42,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$98,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$98,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,643 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $975 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49 | SubtotalAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $49 | 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 | NA | 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 | 0.300 | $0 |
| PAMELA KLUMB | ||||||
| W1951 Beulah Heights Rd | East Troy | WI | 53120 | secretary | 0.300 | $0 |
| DENNIS M KLUMB | ||||||
| W1951 Beulah heights Rd | East Troy | WI | 53120 | director | 0.000 | $0 |
| MICHAEL KLUMB | ||||||
| PO Box 1012 | Waukesha | WI | 53187 | 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 | $199,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,958 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $224,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49 | TotalTaxAmt |
| Distributable Before Adj | $11,030 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,030 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,320 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $41,320 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,030 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $130,241 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $153,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,870 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $152,248 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $166,784 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $715,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,320 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $41,320 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,030 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,030 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $746,033 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $119,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $626,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,600 | ExcessFromYear4Amt |
| Excess From Year3 | $112,870 | ExcessFromYear3Amt |
| Excess From Year2 | $152,248 | ExcessFromYear2Amt |
| Excess From Year1 | $166,784 | ExcessFromYear1Amt |
| Excess From Current Year | $41,320 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| St Peter catholic School | ||||||
| 3001 Elm St | East Troy | WI | 53120 | PC | support | $1,750 |
| Disabled American Veteran | ||||||
| PO Box 14301 | milwaukee | WI | 53214 | PC | support | $200 |
| mukwonago food pantry | ||||||
| 325 Eagle lake Ave | Mukwonago | WI | 53149 | PC | support | $1,300 |
| Eagle Lake Improvemnet | ||||||
| PO Box 655 | Kansasville | WI | 53139 | PC | support | $100 |
| wounded Warrior project | ||||||
| PO Box 758540 | Topeka | KS | 66675 | PC | support | $100 |
| Archdiocese of Milwaukee | ||||||
| PO Box 78090 | Saint Francis | WI | 53235 | PC | support | $800 |
| petawa cultural center | ||||||
| 1311 N Astor St | Milwaukee | WI | 53202 | PC | support | $1,000 |
| east troy volunteer fire dept | ||||||
| 8406 Co Hwy ES | East Troy | WI | 53120 | PC | support | $200 |
| west allis west milwaukee monogram organization | ||||||
| N24W22587 Meadow Lane | Milwaukee | WI | 53226 | PC | support | $500 |
| St Jude Childrens Reserch Hospital | ||||||
| PO Box 50 | Memphis | TN | 38105 | PC | support | $1,000 |
| MDA | ||||||
| PO Box 97075 | Washington | DC | 20090 | PC | support | $100 |
| The Women's Center | ||||||
| 505 N East Ave | Waukesha | WI | 53186 | PC | support | $5,000 |
| National Kidney Foundation | ||||||
| 10909 W Greenfield Ave 201 | Milwaukee | WI | 53214 | PC | support | $1,500 |
| food pantry of Waukesha | ||||||
| 1301 Sentry Dr | Waukesha | WI | 53186 | PC | support | $1,500 |
| make-a -wish foundation of wisconsin | ||||||
| 11020 W Plank Ct 200 | Milwaukee | WI | 53226 | PC | support | $3,000 |
| The Salvation Army | ||||||
| 11315 W Watertown Plank Rd | Milwaukee | WI | 53226 | PC | support | $1,000 |
| Black Girls Code | ||||||
| PO Box 640926 | San Francisco | CA | 94164 | PC | support | $1,000 |
| fluffy dog rescue | ||||||
| 647 Industrial Ct | Hartland | WI | 53029 | PC | support | $2,000 |
| emma loves dogs | ||||||
| PO Box 230 | Hartland | WI | 53029 | PC | support | $1,000 |
| gold in september | ||||||
| PO Box 452 | Hartland | WI | 53029 | PC | support | $1,000 |
| Ann's Hope Foundation | ||||||
| PO Box 376 | Hartland | WI | 53029 | PC | support | $1,000 |
| LA Crime Stoppers | ||||||
| 333 E Glenoaks Blvd Suite 20 | Glendale | CA | 91207 | PC | support | $500 |
| Lakeland Animal Shelter | ||||||
| PO Box 1000 | Elkhorn | WI | 53121 | PC | support | $1,000 |
| Downtown womens center | ||||||
| 442 S San Pedro Street | Los Angeles | CA | 90013 | PC | support | $500 |
| Second Harvest Food Bank | ||||||
| 2802 Dairy Drive | Madison | WI | 53718 | PC | support | $2,500 |
| Pancreatic Cancer action network | ||||||
| 2802 Dairy Drive Ste 200 | Manhattan Beach | CA | 90266 | PC | support | $2,500 |
| Dyslexia Reading Connection | ||||||
| 2935 N Ballard Rd | Appleton | WI | 54911 | PC | support | $2,000 |
| Bright Yound Dyslexics | ||||||
| 905 George St 114 | De Pere | WI | 54115 | PC | support | $2,000 |
| Fourth Dimension sobriety | ||||||
| 4140 S 1st St | Milwaukee | WI | 53207 | PC | support | $1,000 |
| Humane Animal Welfare Society | ||||||
| 701 Northview Rd | Waukesha | WI | 53187 | PC | support | $1,250 |
| wisconsin humane society | ||||||
| 4500 W Wissconsin Ave | Milwaukee | WI | 53208 | PC | support | $1,250 |
| East Troy Lioness | ||||||
| PO Box 563 | East Troy | WI | 53120 | PC | support | $1,250 |
| Life's Connection | ||||||
| 307 S Rochester St | Mukwonago | WI | 53149 | PC | support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,643 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 04 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,912 | 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 KLUMB | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W257S7715 Pairieside Dr | AddressLine1Txt |
| City | Waukesha | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $59,980 | GrossSalesPriceAmt |
| Basis | $61,623 | BasisAmt |
| Total Net | -$1,643 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 738460 sh IMOAX transamerica asset alloc | StockNm |
| EOY Book Value | $102,955 | EOYBookValueAmt |
| EOYFMV | $90,609 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | life insurance | Desc |
| BOY Book Value | $86,889 | BOYBookValueAmt |
| EOY Book Value | $67,760 | EOYBookValueAmt |
| EOYFMV | $67,760 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| office expenses | $20 | $20 |
| Life insurance | $72,956 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | life insurance loans | Desc |
| BOY Book Value | $315,655 | BOYBookValueAmt |
| EOY Book Value | $369,484 | EOYBookValueAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | expenses golf outing | CategoryTxt |
| Cost Of Goods Sold | $3,483 | CostOfGoodsSoldAmt |
| Net | -$3,483 | NetAmt |
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 | 2019 excise tax | CategoryTxt |
| Amt | $83 | Amt |