JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC (EIN 39-1744652)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201121339349100122
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T08:24:14-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ritz Holman LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E Kilbourn Ste 550 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532023144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391744652 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES WHEELER CAMPBELL MEMORIAL | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 4143512970 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9016 N BAYSIDE DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY CAMPBELL | Name |
| Title | President | Title |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM B MAYER | Name |
| Phone | 4142711451 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1058218 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20021 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 32055 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32055 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -16589 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 435874 | GrossSalesPrice |
| Total Revenue And Expenses | 35487 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32055 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 675 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 675 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6132 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6132 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 66 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 66 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7558 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6873 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 685 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53158 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6873 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 46285 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -17671 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 25182 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 32018 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 71176 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 71176 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 200394 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 190297 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 197166 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 553865 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 521511 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 610162 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 184942 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 170564 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 179714 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 971219 | TotalAssetsBOY |
| Total Assets EOY | 953548 | TotalAssetsEOY |
| Total Assets EOYFMV | 1058218 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 971219 | CapitalStockBOY |
| Capital Stock EOY | 953548 | CapitalStockEOY |
| Total Net Assets BOY | 971219 | TotalNetAssetsBOY |
| Total Net Assets EOY | 953548 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 971219 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 953548 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 971219 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -17671 | ExcessOfRevenueOverExpenses |
| Subtotal | 953548 | Subtotal |
| Total Net Assets Fund Balances EOY | 953548 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY HELD SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 435874 | GrossSalesPrice |
| Cost Or Other Basis | 452463 | CostOrOtherBasis |
| Gain Or Loss | -16589 | GainOrLoss |
| Gains Minus Excess Or Losses | -16589 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -16589 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -16589 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 53872 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 928783 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05800 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 56108 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1093684 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05130 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47010 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1175275 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56985 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1093761 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05210 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 51810 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1036872 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04997 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25137 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05027 | AverageDistributionRatio |
| Net Noncharitable Assets | 985117 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49526 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 252 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 49778 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 46285 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 504 | InvestmentIncomeExciseTax |
| Subtotal | 504 | Subtotal |
| Tax Based On Investment Income | 504 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1935 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1935 | TotalCreditsAndPayments |
| Overpayment | 1431 | Overpayment |
| Amount Credited To Next Year | 1431 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAY CAMPBELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4143512970 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9016 N BAYSIDE DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARY BROWN | ||||||
| 10260 N RANGE LINE COURT | MEQUON | WI | 53092 | VICE PRESIDENT | 1.00 | 0 |
| CARLA BARTLETT | ||||||
| 9728 N COURTLAND DRIVE | MEQUON | WI | 53092 | V.P./SECRETARY | 1.00 | 0 |
| KAY CAMPBELL | ||||||
| 9016 N BAYSIDE DRIVE | MILWAUKEE | WI | 53217 | President/TREAS | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 956362 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43757 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1000119 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1000119 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15002 | CashDeemedCharitable |
| Net Noncharitable Assets | 985117 | NetNoncharitableAssets |
| Minimum Investment Return | 49256 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 49256 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 504 | TaxBasedOnInvestmentIncome |
| Total Tax | 504 | TotalTax |
| Distributable Amount Before Adj | 48752 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 48752 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 48752 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 46285 | ExpensesAndContributions |
| Qualifying Distributions | 46285 | QualifyingDistributions |
| Adj Qualifying Distributions | 46285 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48752 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 45425 | UndistributedIncomePriorYear |
| Qualifying Distributions | 46285 | QualifyingDistributions |
| Applied To Year1 | 45425 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 860 | AppliedToCurrentYear |
| Undistributed Income CY | 47892 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAY CAMPBELL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| WI ALZHEIMERS INSTITUTE | |||||||
| 7818 BIG SKY DR 215 | MADISON | WI | 53719 | PUBLIC | RESEARCH | $5,000 | |
| INDIAN AGENCY HOUSE | |||||||
| 1490 AGENCY HOUSE ROAD | PORTAGE | WI | 53901 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CROHN'S COLITIS FOUNDATION OF AMERI | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| SAMARITAN FAMILY WELLNESS | |||||||
| 500 W SILVER SPRING DRIVE | GLENDALE | WI | 53217 | PUBLIC | GENERAL SUPPORT | $7,500 | None |
| VITAS HOSPICE | |||||||
| 7500 W NORTH AVE | WAUWATOSA | WI | 53226 | public | GENERAL SUPPORT | $1,000 | |
| RALEIGH TAVERN SOCIETY | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| ST CHRISTOPHER'S EPISCOPAL CHURCH | |||||||
| 7845 N RIVER ROAD | RIVER HILLS | WI | 53217 | public | ENDOWMENT SUPPORT | $5,000 | None |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | PUBLIC | EDUCATIONAL | $500 | None |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVENUE | MILWAUKEE | WI | 53208 | PUBLIC | GENERAL SUPPORT | $500 | |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| PO BOX 080319 | MILWAUKEE | WI | 53208 | PUBLIC | GENERAL SUPPORT | $1,000 | None |
| CHILDREN'S HOSPITAL FDN | |||||||
| 9000 W WISCONSIN AVENUE | WAUWATOSA | WI | 53226 | PUBLIC | GENERAL SUPPORT | $6,600 | None |
| UNIVERSITY SCHOOL OF MILW | |||||||
| 2100 W FAIRY CHASM RD | MILWAUKEE | WI | 53217 | PUBLIC | GENERAL SUPPORT | $10,000 | None |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45600 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,055 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$16,589 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,466 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15466 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | KAY CAMPBELL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9016 N BAYSIDE DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 20021 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RITZ HOLMAN, LLP | Category |
| Amount | $1,350 | Amount |
| Net Investment Income | 675 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 675 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL FILING FEE | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OTHER INVESTMENT FEES | $100 | 100 | 0 | 0 |
| CAMPBELL NEWMAN ASSET MANAGEMENT | $6,032 | 6032 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $66 | Amount |
| Net Investment Income | 66 | NetInvestmentIncome |