James Wheeler Campbell Memorial
James Wheeler Campbell Memorial is a private foundation based in Mequon, Wisconsin. Its 2025 filing reports 25 grants totaling $84,750, including support for organizations working in historic preservation, community services, youth development, libraries, the arts, and animal welfare.
James Wheeler Campbell Memorial at a glance
In short: James Wheeler Campbell Memorial gave $85K across 25 grants in 2025 (avg $3K), mostly in Virginia. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $84,750
- +33.5% vs 2024
- Grants made (2025)
- 25
- +25.0% vs 2024
- Average grant
- $3,390
- +6.8% vs 2024
- Median grant
- $1,000
- Total assets
- $2,063,484
- +16.1% vs 2024
- New grantees (estimate)
- 20% first-time grantees (5 of 25, 2025)
- Primary geography
- Virginia (59% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to James Wheeler Campbell Memorial
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 10653 N Winslow Drive, Mequon, WI 53092
Phone: (414) 861-2252
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James Wheeler Campbell Memorial funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mount Vernon Ladies Association ($50K). Together the top 10 received $73K.
Grant Size Distribution
109 grants across all recorded years
The most common grant size was under $50K: 107 grants of 109 (98%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars went to recipients in Virginia (59%), Wisconsin (24%), Florida (9%), Hawaii (3%), and Minnesota (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 25 itemized grants.
States
Cities
Is James Wheeler Campbell Memorial open to new grantees?
20%
first-time grantees, 2025
In 2025, 5 of 25 grantees (20%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count
Medians: $3K first-time, $1K repeat.
- 68% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $58K (2019) to $88K (2023). In 2025 it made 25 grants totaling $85K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mount Vernon Ladies Association Mount Vernon, VA | General Support | $50,000 |
| Historic Colony House Lake Wales, FL | General Support | $5,000 |
| Fasd Communities Honolulu, HI | General Support | $2,500 |
| Hazelden Betty Ford Foundation St. Paul, MN | General Support | $2,500 |
| Mountain Lake Community Service Lake Wales, FL | General Support | $2,500 |
| Boys & Girls Club of Greater Milwaukee Milwaukee, WI | General Support | $2,500 |
| New Day Club Mequon, WI | General Support | $2,500 |
| North Shore Library Foundation Milwaukee, WI | General Support | $2,500 |
| Pearls for Teen Girls Milwaukee, WI | General Support | $1,500 |
| CCFA Wisconsin Brookfield, WI | General Support | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,063,484 | $323,950 | $95,064 | $84,750 | 25 | $85,950 | $313,356 | $89,602 |
| 2024 | $1,776,621 | $123,908 | $73,275 | $63,500 | 20 | $64,700 | $111,536 | $85,461 |
| 2023 | $1,635,060 | $90,690 | $98,014 | $87,500 | 15 | $89,600 | $41,845 | $76,002 |
| 2022 | $1,421,719 | $-61,396 | $90,810 | $81,500 | 26 | $81,500 | $18,300 | $75,780 |
| 2021 | $1,853,542 | $182,559 | $84,425 | $72,000 | 23 | $72,812 | $122,319 | $87,115 |
| 2020 | $1,648,344 | $114,625 | $68,707 | $61,500 | 21 | — | $59,116 | $65,603 |
| 2019 | $1,412,347 | $18,158 | $65,208 | $58,250 | 17 | — | $25,424 | $64,839 |
Under IRS private-foundation payout rules, James Wheeler Campbell Memorial reported a distributable amount of $90K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. For example, Historic Colony House says its mission is to preserve and protect historic buildings in the Mountain Lake Estates Historic District in Florida. Pearls for Teen Girls describes its work as fostering young people’s personal growth, resilience, and well-being. Milwaukee Repertory Theater says it creates theater experiences intended to inspire dialogue and contribute to Milwaukee’s cultural, social, and economic vitality. The Wisconsin Humane Society describes its mission as helping animals and the people who love them.
Grantmaking
In 2025, the foundation made 25 grants totaling $84,750. Grants ranged from $250 to $50,000, with a median grant of $1,000. The largest grant was $50,000 to Mount Vernon Ladies Association for general support. Other notable grants included $5,000 to Historic Colony House and $2,500 each to FASD Communities, Hazelden Betty Ford Foundation, Mountain Lake Community Service, Boys & Girls Club of Greater Milwaukee, New Day Club, and North Shore Library Foundation, all for general support. Other 2025 recipients included Pearls for Teen Girls ($1,500), Milwaukee Repertory Theater ($1,000), and Wisconsin Humane Society ($1,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Carla Bartlett and Mary Brown as president.
James Wheeler Campbell Memorial is led by Carla Bartlett, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carla Bartlett
President
On filings since 2019
1 hr/week
No compensation reported
Mary Brown
President
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about James Wheeler Campbell Memorial
How much does James Wheeler Campbell Memorial give each year?
James Wheeler Campbell Memorial gave $85K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $64K across 20 grants.
What is James Wheeler Campbell Memorial's typical grant size?
James Wheeler Campbell Memorial's median grant in 2025 was $1,000, and its average grant was $3,390, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James Wheeler Campbell Memorial that year got $2K on average.
Where does James Wheeler Campbell Memorial give grants?
James Wheeler Campbell Memorial gives mostly in Virginia: 59% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Wisconsin (24%) and Florida (9%). The most frequent recipient cities were Milwaukee, WI (10 grants), Lake Wales, FL (2 grants), Mequon, WI (2 grants) and River Hills, WI (2 grants).
Does James Wheeler Campbell Memorial give general operating support?
Yes: 92% of James Wheeler Campbell Memorial's 2025 grants with a stated purpose (23 of 25) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are James Wheeler Campbell Memorial's largest grantees?
James Wheeler Campbell Memorial's largest 2025 grantees include Mount Vernon Ladies Association ($50,000), Historic Colony House ($5,000) and Fasd Communities ($2,500), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is James Wheeler Campbell Memorial?
James Wheeler Campbell Memorial reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $86K in qualifying distributions that year, against a required minimum of $90K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does James Wheeler Campbell Memorial fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. For example, Historic Colony House says its mission is to preserve and protect historic buildings in the Mountain Lake Estates Historic District in Florida. See mission & focus areas ↑
How do I apply for a grant from James Wheeler Campbell Memorial?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is James Wheeler Campbell Memorial's EIN?
James Wheeler Campbell Memorial's EIN (Employer Identification Number) is 39-1744652. IRS Form 990 filing data is available on this page for 2019–2025.
Does James Wheeler Campbell Memorial accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). James Wheeler Campbell Memorial funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/james-wheeler-campbell-memorial-morg_931ce9edc30c445e8ad808c23c0a76ef
BibTeX
@misc{grantable_391744652_2026,
author = {{Grantable}},
title = {{James Wheeler Campbell Memorial funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-wheeler-campbell-memorial-morg_931ce9edc30c445e8ad808c23c0a76ef},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from James Wheeler Campbell Memorial's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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