2026-05-26T09:47:54-05:00 2025-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990PF 2025-01-01 391744652 JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC JAME 4148612252 10653 N WINSLOW DRIVE MEQUON WI 53092 CARLA BARTLETT PRESIDENT 4148612252 2026-05-26 1 ADAM M UPDIKE P01801943 4142711451 2026-05-26 2025 2025-03-06 01:10:19Z X 2063484 X X 36837 36837 283783 712880 283783 3330 0 323950 320620 0 0 0 2400 1200 1200 6031 6031 0 1883 33 0 10314 7264 1200 84750 84750 95064 7264 85950 228886 313356 3457 3457 3457 57549 81335 81335 1715615 1978692 1978692 1776621 2063484 2063484 0 0 X 1853542 1853542 0 0 -76921 209942 1776621 2063484 1776621 2063484 1776621 228886 57977 2063484 0 2063484 PUBLICLY TRADED SECURITIES - SCHWAB P 131333 126733 4600 4600 PUBLICLY TRADED SECURITIES - SCHWAB P 550407 270572 279835 279835 PUBLICLY TRADED SECURITIES - FIDELITY P 13285 12469 816 816 PUBLICLY TRADED SECURITIES - FIDELITY P 16846 19323 -2477 -2477 CAPITAL GAIN DISTRIBUTIONS - FIDELITY P 1009 1009 1009 283783 4356 0 4356 0 4356 1563 0 7200 0 8763 0 4407 4407 0 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A CARLA BARTLETT 4148612252 10653 N WINSLOW DRIVE MEQUON WI 53092 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARLA BARTLETT 10653 N WINSLOW DRIVE MEQUON WI 53092 PRESIDENT 1.00 0 0 0 MARY BROWN 1350 W DEAN ROAD MILWAUKEE WI 53217 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1837085 70698 0 1907783 0 0 1907783 28617 1879166 93958 93958 4356 4356 89602 0 89602 0 89602 85950 0 85950 89602 82187 0 0 85950 82187 0 0 3763 0 0 0 0 0 0 0 0 85839 0 0 0 X CAMP ONE STEP 213 W INSTITUTE PL STE 410 CHICAGO IL 60610 NONE PC GENERAL SUPPORT 500 CCFA WISCONSIN 17100 W BLUEMOUND ROAD 101 BROOKFIELD WI 53005 NONE PC GENERAL SUPPORT 1000 FASD COMMUNITIES 1516 AVON WAY HONOLULU HI 96822 NONE PC GENERAL SUPPORT 2500 FIRST STAGE 325 W WALNUT STREET MILWAUKEE WI 53212 NONE PC GENERAL SUPPORT 1000 HAZELDEN BETTY FORD FOUNDATION PO BOX 64348 ST PAUL MN 55164 NONE PC GENERAL SUPPORT 2500 HISTORIC COLONY HOUSE 2300 NORTH SCENIC HIGHWAY LAKE WALES FL 33898 NONE PC GENERAL SUPPORT 5000 MACC FUND 10000 W INNOVATION DRIVE SUITE 135 MILWAUKEE WI 53226 NONE PC GENERAL SUPPORT 500 MILWAUKEE REPERTORY THEATER 108 E WELLS STREET MILWAUKEE WI 53202 NONE PC GENERAL SUPPORT 1000 MOUNTAIN LAKE COMMUNITY SERVICE PO BOX 832 LAKE WALES FL 33859 NONE PC GENERAL SUPPORT 2500 PEARLS FOR TEEN GIRLS 1300 N 7TH ST SUITE 200 MILWAUKEE WI 53205 NONE PC GENERAL SUPPORT 1500 RONALD MCDONALD HOUSE CHARITIES OF EASTERN WI 8948 WATERTOWN PLANK RD MILWAUKEE WI 53226 NONE PC GENERAL SUPPORT 1000 SPECIAL SPACES WISCONSIN 1256 CAPITOL DRIVE 143 PEWAUKEE WI 53072 NONE PC GENERAL SUPPORT 1000 ST CHRISTOPHER'S EPISCOPAL CHURCH 7845 N RIVER RD MILWAUKEE WI 53217 NONE PC GENERAL SUPPORT 1000 URBAN AUTISM SOLUTIONS 1212 W FLOURNOY ST CHICAGO IL 60607 NONE PC TO SUPPORT OPERATIONS 1000 WEYENBERG PUBLIC LIBRARY FDN 11345 N CEDARBURG ROAD MEQUON WI 53092 NONE PC GENERAL SUPPORT 500 WISCONSIN HUMANE SOCIETY 4500 W WISCONSIN AVENUE MILWAUKEE WI 53208 NONE PC GENERAL SUPPORT 1000 WOUNDED WARRIOR PROJECT PO BOX 758541 TOPEKA KS 66675 NONE PC TO SUPPORT OPERATIONS 500 BOYS & GIRLS CLUB OF GREATER MILWAUKEE 1558 N 6TH STREET MILWAUKEE WI 53212 NONE PC GENERAL SUPPORT 2500 GTACS 123 E 11TH STREET TRAVERSE CITY MI 49684 NONE PC GENERAL SUPPORT 250 MILWAUKEE COLLEGE PREP 1228 W LLOYD STREET SUITE 100 MILWAUKEE WI 53205 NONE PC GENERAL SUPPORT 1000 MOUNT VERNON LADIES ASSOCIATION PO BOX 110 MOUNT VERNON VA 22121 NONE PC GENERAL SUPPORT 50000 NEW DAY CLUB 11936 N PORT WASHINGTON ROAD MEQUON WI 53092 NONE PC GENERAL SUPPORT 2500 NORTH SHORE LIBRARY FOUNDATION 6800 N PORT WASHINGTON ROAD MILWAUKEE WI 53217 NONE PC GENERAL SUPPORT 2500 RIVER HILLS FOUNDATION 7650 N PHEASANT LANE RIVER HILLS WI 53217 NONE PC GENERAL SUPPORT 1000 RIVER HILLS POLICE ASSOCIATION 7650 M PHEASANT LANE RIVER HILLS WI 53217 NONE PC GENERAL SUPPORT 1000 84750 0 14 36837 01 3330 18 283783 0 323950 0 323950 0 0 0 0 0 0 0 0 0 0 RITZ HOLMAN, LLP 2400 1200 1200 THE FOUNDATION ELECTS TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS' UNDISTRIBUTED INCOME. CORPORATE STOCK OVERRIDE 1978692 1978692 OTHER INCOME 3330 0 3330 UNREALIZED GAIN ON INVESTMENTS 57977 INVESTMENT FEES 6031 6031 0 EXCISE TAX 1850 0 0 FOREIGN TAXES 33 33 0