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R & J COPE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
R & J COPE FOUNDATION INC (EIN 82-1039876)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-02-16
IRS object ID
202610479349100426
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-16T15:04:29-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WISNIEWSKI LAW OFFICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1812 EAST STATE STREETAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821039876EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R & J COPE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O WISNIEWSKI LAW OFFICEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlR&JCBusinessNameControlTxt
Phone4142769976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1812 EAST STATE STREETAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH E LEMEREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4142769976PhoneNum
Signature2026-02-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK G WISNIEWSKIPreparerPersonNm
PTINP00285620PTIN
Phone4142769976PhoneNum
Preparation2026-02-16PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,230,544FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$942InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$942InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,095DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,095DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$204,973NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$228,809GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$204,973CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$217,010TotalRevAndExpnssAmt
Total Net Invst Incm$217,010TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$22,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,500CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,721PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$764PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$957PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,500LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$725AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,591OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,591OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$994TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$263OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$130OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$133OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,794TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,710TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,090TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,710TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,090TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$147,216ExcessRevenueOverExpensesAmt
Net Investment Income$191,300NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,814CashBOYAmt
Cash EOY$18,941CashEOYAmt
Cash EOYFMV$18,941CashEOYFMVAmt
Corporate Stock BOY$344,135CorporateStockBOYAmt
Corporate Stock EOY$458,529CorporateStockEOYAmt
Corporate Stock EOYFMV$1,117,202CorporateStockEOYFMVAmt
Other Investments BOY$40,615OtherInvestmentsBOYAmt
Other Investments EOY$102,310OtherInvestmentsEOYAmt
Other Investments EOYFMV$94,401OtherInvestmentsEOYFMVAmt
Total Assets BOY$432,564TotalAssetsBOYAmt
Total Assets EOY$579,780TotalAssetsEOYAmt
Total Assets EOYFMV$1,230,544TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$432,564NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$579,780NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$432,564TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$579,780TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$432,564TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$579,780TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$432,564TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$147,216ExcessRevenueOverExpensesAmt
Subtotal$579,780SubtotalAmt
Tot Net Ast Or Fund Balances EOY$579,780TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
RBC 918-SEE ATTACHEDP$23,049-$23,049-$23,049
RBC 918-SEE ATTACHEDP$787-$787-$787
RBC 916-SEE ATTACHEDP$228,809$228,809$228,809
FieldValueIRS element (for citing)
Capital Gain Net Income$204,973CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$204,973NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,659InvestmentIncomeExciseTaxAmt
Subtotal$2,659SubtotalAmt
Tax Based On Investment Income$2,659TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$52EsPenaltyAmt
Tax Due$2,711TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKEITH E LEMEREIndividualWithBooksNm
Phone4142769976PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1812 EAST STATE STREETAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEITH E LEMERE
812 EAST STATE STREETMILWAUKEEWI53202PRESIDENT4.00$20,000$0$0
FRANCHION K LEMERE
812 EAST STATE STREETMILWAUKEEWI53202VP / TREASUR1.00$1,250$0$0
NICHOLAS R LEMERE
812 EAST STATE STREETMILWAUKEEWI53202SECRETARY1.00$1,250$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,128,420AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,608AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,152,028TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,152,028AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,280CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,134,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,737MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,737MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,659TaxBasedOnInvestmentIncomeAmt
Total Tax$2,659TotalTaxAmt
Distributable Before Adj$54,078DistributableBeforeAdjAmt
Distributable Before Ded$54,078DistributableBeforeDedAmt
Distributable As Adjusted$54,078DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,090ExpensesAndContributionsAmt
Qualifying Distributions$43,090QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,078DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$11,414ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,414TotalExcessDistributionCyovAmt
Qualifying Distributions$43,090QualifyingDistributionsAmt
Applied To Current Year$43,090AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$10,988ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,988ExcessDistributionCyovAppCYAmt
Total Corpus$426TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$426ExcessDistriCyovToNextYrAmt
Excess From Year1$426ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEITH E LEMERERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WISNIEWSKI LAW OFFICEAddressLine1Txt
Address Line2812 EAST STATE STREETAddressLine2Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4142769976RecipientPhoneNum
Recipient Email AddressPLEASE WRITERecipientEmailAddressTxt
Form And Info And MaterialsTHE FOUNDATION DOES NOT REQUIRE A SPECIFIC APPLICATION FORMAT OR ANY PARTICULAR MATERIALS OTHER THAN AN EXPLANATION FOR THE PURPOSE OF THE PROPOSED GRANT AND A COPY OF THE PROPOSED GRANTEE'S IRS TAX EXEMPTION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesALL APPLICATIONS SHOULD BE SUBMITTED IN WRITING ON OR BEFORE OCTOBER 31ST OF EACH CALENDAR YEARSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ARE PLACED ON GRANTS OTHER THAN THAT WHICH IS REQUIRED TO MANTAIN THE FOUNDATION'S IRS APPROVED TAX EXEMPT STATUSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GUNDERSEN LUTHERAN MED FD
1836 SOUTH AVENUELACROSSEWI54601NONENCMEDICAL RESEARCH$25,500
FROEDTERT HOSPITAL FD
9200 WEST WISCONSIN AVEMILWAUKEEWI53226NONENCMEDICAL RESEARCH$8,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$942RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,095RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$204,973RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$217,010RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$217,010TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL ACCOUNTINGCategoryTxt
Amt$725Amt
Net Investment Income$725NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RBC 916
AMAZON$68,026$74,324
CROWDSTRIKE$67,803$69,376
DELL$68,153$75,528
NVIDIA$66,987$87,655
VERTIV HOLDINGS$68,028$97,206
JANUS INVT FD
SPDR S&P ETF
DNP$20,329$19,980
CATERPILLAR
QUALCOMM
APPLE
BASIS ADJ: RTN OF PRINCIPAL ET AL$3,673
RBC 918
NVIDIA$20,638$615,450
JPM EFT$27,393$26,903
ELI LILLY
AMAZON$47,499$50,780

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
RBC INTL 916
EATON$65,207$63,702
HALEON
RBC FIXED 918
ALLSTATE 6.25%$10,075$8,900
GSR MORTGAGE LN TRT$14,528$12,054
WELLS FARGO 4.75%$12,500$9,745

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryWISNIEWSKI LAW OFFICECategoryTxt
Legal Fees$5,000LegalFeesAmt
Net Investment Income$4,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
WORKERS COMPENSATION INS$263$130$133

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRBC INVESTMENT FEESCategoryTxt
Amt$4,591Amt
Net Investment Income$4,591NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$994Amt

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