JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC (EIN 39-1744652)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349103316
- Schema version
- 2017v2.2
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:35:38-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 Ste 550 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 9728 N COURTLAND 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 |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM B MAYER | PreparerPersonNm |
| PTIN | P00017460 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,249,871 | 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 | $38,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,666 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,666 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,527,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,028 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $32,006 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,265 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $102,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,694 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $70,672 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,555 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,555 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $955 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $70,672 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,658 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,140,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,228,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,228,213 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,153,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,249,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,249,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,153,210 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,249,871 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,153,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,249,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,153,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,249,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,153,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,449 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,212 | OtherIncreasesAmt |
| Subtotal | $1,249,871 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,249,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SCHWAB | P | 2015-01-01 | 2017-01-01 | $304,837 | $219,111 | $85,726 | $85,726 |
| PUBLICLY TRADED SECURITIES - SCHWAB | P | 2017-01-01 | 2017-01-01 | $74,103 | $71,787 | $2,316 | $2,316 |
| PUBLICLY TRADED SECURITIES - FIDELITY | P | 2015-01-01 | 2017-01-01 | $114,049 | $178,753 | -$64,704 | -$64,704 |
| PUBLICLY TRADED SECURITIES - FIDELITY | P | 2017-01-01 | 2017-01-01 | $1,032,325 | $1,004,871 | $27,454 | $27,454 |
| Capital Gain Distribution | P | 2017-01-01 | 2017-01-01 | $2,236 | $2,236 | $2,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,028 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32,006 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,318 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,118,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06642 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,572 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,246,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,282,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,987 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,164,392 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04894 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,247 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,061,671 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04921 | DistributionYr5Rt |
| Total Distribution | 0.262857 | TotalDistributionRt |
| Average Distribution | 0.052571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,212,172 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $871 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,596 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $871 | SubtotalAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,225 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,225 | TotalPaymentsAndCreditsAmt |
| Overpayment | $354 | OverpaymentAmt |
| Applied To ES Tax | $354 | AppliedToESTaxAmt |
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 | false | 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 | CARLA BARTLETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4148612252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9728 N COURTLAND DRIVE | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | 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 |
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 |
|---|---|---|---|---|---|---|
| CARLA BARTLETT | ||||||
| 9728 N COURTLAND DRIVE | MEQUON | WI | 53092 | President | 1.00 | $0 |
| MARY BROWN | ||||||
| 1350 W DEAN ROAD | MILWAUKEE | WI | 53217 | President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,202,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,230,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,230,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,212,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $871 | TotalTaxAmt |
| Distributable Before Adj | $59,738 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,738 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $66,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $871 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,129 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,757 | UndistributedIncomePYAmt |
| Qualifying Distributions | $66,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,757 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,243 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $20,495 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY SCHOOL OF MILWAUKEE | |||||||
| 2100 W FAIRY CHASM RD | MILWAUKEE | WI | 53217 | None | PC | GENERAL SUPPORT | $22,500 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | None | PC | GENERAL SUPPORT | $1,500 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | None | PC | THE CARROLL SCHOOL OF MANAGEMENT - CSOM FUND | $7,000 |
| MILWAUKEE REPERTORY THEATER | |||||||
| 108 E WELLS STREET | MILWAUKEE | WI | 53202 | None | PC | GENERAL SUPPORT | $300 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | None | PC | GENERAL SUPPORT | $100 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | None | PC | GENERAL SUPPORT | $500 |
| MACC FUND | |||||||
| 10000 W INNOVATION DRIVE SUITE 135 | MILWAUKEE | WI | 53226 | None | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | None | PC | GENERAL SUPPORT | $250 |
| FIRST STAGE | |||||||
| 325 W WALNUT STREET | MILWAUKEE | WI | 53212 | None | PC | GENERAL SUPPORT | $250 |
| MEDICAL COLLEGE OF WI | |||||||
| PO BOX 26509 | MILWAUKEE | WI | 53226 | None | PC | HEALTH CARE DINNER | $25,000 |
| WEYENBERG PUBLIC LIBRARY FDN | |||||||
| 11345 N CEDARBURG ROAD | MEQUON | WI | 53092 | None | PC | GENERAL SUPPORT | $100 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 1375 ST ANTHONY AVE STE 200 | ST PAUL | MN | 55104 | GENERAL SUPPORT | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,028 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondividend Distribution | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $53,028 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,959 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RITZ HOLMAN, LLP | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondividend Distribution | Desc |
| Revenue And Expenses Per Books | $11,265 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAMPBELL NEWMAN ASSET MANAGEMENT | CategoryTxt |
| Amt | $3,555 | Amt |
| Net Investment Income | $3,555 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $955 | Amt |