Nonprofit · EIN 39-1744652
JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $323,950 | $95,064 | $228,886 | $2,063,484 | $0 | $2,063,484 |
| December 31, 2024 | 990-PF | $123,908 | $73,275 | $50,633 | $1,776,621 | $0 | $1,776,621 |
| December 31, 2023 | 990-PF | $90,690 | $98,014 | -$7,324 | $1,635,060 | $0 | $1,635,060 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $36,837
- Net gain from sales of assets
- $283,783
- Other income
- $3,330
Expenses
- Grants and similar amounts paid
- $84,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $85,950
- Excise tax on investment income
- $4,356
Balance sheet and other
- Total assets, start of year
- $1,776,621
- Total assets, end of year
- $2,063,484
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,063,484
- Fair market value of assets
- $2,063,484
- Qualifying distributions
- $85,950
- Net investment income
- $320,620
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA BARTLETT 10653 N WINSLOW DRIVE, MEQUON, WI 53092 | PRESIDENT | 1 | $0 |
| MARY BROWN 1350 W DEAN ROAD, MILWAUKEE, WI 53217 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA BARTLETT 10653 N WINSLOW DRIVE, MEQUON, WI 53092 | PRESIDENT | 1 | $0 |
| MARY BROWN 1350 W DEAN ROAD, MILWAUKEE, WI 53217 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA BARTLETT 10653 N WINSLOW DRIVE, MEQUON, WI 53092 | PRESIDENT | 1 | $0 |
| MARY BROWN 1350 W DEAN ROAD, MILWAUKEE, WI 53217 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10653 N WINSLOW DR, MEQUON, WI 53092-5059
- In care of
- % LEONARD CAMPBELL JR
- Signed the 990-PF
- CARLA BARTLETT, PRESIDENT
- Phone
- (414) 861-2252
- Return prepared by
- RITZ HOLMAN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1744652
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,063,484
- Income (IRS master file)
- $753,047
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $323,950 | $95,064 | $2,063,484 | XML |
| 990-PF | December 2024 | $123,908 | $73,275 | $1,776,621 | XML |
| 990-PF | December 2023 | $90,690 | $98,014 | $1,635,060 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1744652).
Questions about JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC
- What is the EIN of JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC?
- The employer identification number (EIN) of JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC is 39-1744652.
- Is JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JAMES WHEELER CAMPBELL MEMORIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $323,950, expenses of $95,064 and total assets of $2,063,484 at year end.
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