FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-01-29
- IRS object ID
- 202430299349100708
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-29T11:53:36-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231311005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYER & RITTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 HOUSE AVENUE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202038720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEHLING CAMPBELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEHL | BusinessNameControlTxt |
| Phone | 2157729600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 SHERWOOD ROAD | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190461222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A CAMPBELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2157729600 | PhoneNum |
| Signature | 2024-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | CAMPBELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S WILDASIN CPA | PreparerPersonNm |
| PTIN | P00795734 | PTIN |
| Phone | 7177617210 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $868,354 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,742 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $348,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,849 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,547 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,530 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $64,958 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $64,982 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $516,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $410,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $657,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,345 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $39,880 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,860 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $613,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $624,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $868,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $613,122 | RetainedEarningBOYAmt |
| Retained Earning EOY | $624,625 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $613,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $624,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $613,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $624,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $613,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,563 | OtherIncreasesAmt |
| Subtotal | $705,077 | SubtotalAmt |
| Other Decreases | $80,452 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $624,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (107 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 529.1700 VTAPX | 2021-11-26 | 2022-07-14 | $13,071 | $13,893 | -$822 | -$822 | |
| 778.2030 VTAPX | 2021-05-04 | 2022-07-14 | $19,229 | $20,375 | -$1,146 | -$1,146 | |
| 16.5060 VTAPX | 2021-06-30 | 2022-07-14 | $408 | $430 | -$22 | -$22 | |
| 30.3360 VTAPX | 2021-09-30 | 2022-07-14 | $750 | $787 | -$37 | -$37 | |
| 1.8100 VTAPX | 2021-03-24 | 2022-07-14 | $45 | $47 | -$2 | -$2 | |
| 51.3450 VTAPX | 2021-12-22 | 2022-07-14 | $1,269 | $1,317 | -$48 | -$48 | |
| 6.5170 VTAPX | 2020-12-22 | 2022-07-14 | $161 | $167 | -$6 | -$6 | |
| 785.1810 VTAPX | 2020-11-13 | 2022-07-14 | $19,402 | $20,000 | -$598 | -$598 | |
| 1.1570 VTAPX | 2020-09-30 | 2022-07-14 | $29 | $29 | $0 | $0 | |
| 23.0840 VTAPX | 2022-03-31 | 2022-07-14 | $570 | $587 | -$17 | -$17 | |
| 201.3750 VTAPX | 2017-02-13 | 2022-07-14 | $4,976 | $5,000 | -$24 | -$24 | |
| 33.6480 VTAPX | 2022-06-30 | 2022-07-14 | $831 | $834 | -$3 | -$3 | |
| 1.5130 VTAPX | 2019-12-20 | 2022-07-14 | $37 | $37 | $0 | $0 | |
| 1.8660 VTAPX | 2019-09-23 | 2022-07-14 | $46 | $46 | $0 | $0 | |
| 0.7230 VTAPX | 2019-06-14 | 2022-07-14 | $18 | $18 | $0 | $0 | |
| 3.0670 VTAPX | 2017-12-22 | 2022-07-14 | $76 | $75 | $1 | $1 | |
| 1.2330 VTAPX | 2018-06-15 | 2022-07-14 | $30 | $30 | $0 | $0 | |
| 2.2330 VTAPX | 2018-09-21 | 2022-07-14 | $55 | $54 | $1 | $1 | |
| 1.5480 VTAPX | 2018-12-12 | 2022-07-14 | $38 | $37 | $1 | $1 | |
| 54.0000 BSV | 2021-11-23 | 2022-07-14 | $4,128 | $4,379 | -$251 | -$251 | |
| 0.6007 BSV | 2021-12-07 | 2022-07-14 | $46 | $49 | -$3 | -$3 | |
| 0.0614 BSV | 2021-12-30 | 2022-07-14 | $5 | $5 | $0 | $0 | |
| 0.3871 BSV | 2021-12-30 | 2022-07-14 | $30 | $31 | -$1 | -$1 | |
| 1.1221 BSV | 2021-12-30 | 2022-07-14 | $86 | $91 | -$5 | -$5 | |
| 0.4019 BSV | 2022-02-07 | 2022-07-14 | $31 | $32 | -$1 | -$1 | |
| 0.3620 BSV | 2022-03-07 | 2022-07-14 | $28 | $29 | -$1 | -$1 | |
| 0.0156 BSV | 2022-04-07 | 2022-07-14 | $1 | $1 | $0 | $0 | |
| 0.0492 BSV | 2022-04-07 | 2022-07-14 | $4 | $4 | $0 | $0 | |
| 0.3074 IYK | 2022-03-31 | 2022-07-14 | $59 | $62 | -$3 | -$3 | |
| 0.9432 IYK | 2021-12-20 | 2022-07-14 | $182 | $182 | $0 | $0 | |
| 0.3483 IYK | 2022-06-16 | 2022-07-14 | $67 | $65 | $2 | $2 | |
| 0.8778 IYK | 2021-10-01 | 2022-07-14 | $169 | $157 | $12 | $12 | |
| 0.7615 IYK | 2021-06-17 | 2022-07-14 | $147 | $135 | $12 | $12 | |
| 0.8159 IYK | 2021-04-01 | 2022-07-14 | $157 | $144 | $13 | $13 | |
| 9.6314 IYK | 2003-12-11 | 2022-07-14 | $13,416 | $3,304 | $10,112 | $10,112 | |
| 6.3145 IYK | 2009-04-01 | 2022-07-14 | $1,217 | $257 | $960 | $960 | |
| 0.0078 BSV | 2022-04-07 | 2022-07-14 | $1 | $1 | $0 | $0 | |
| 0.0608 BSV | 2022-06-07 | 2022-07-14 | $5 | $5 | $0 | $0 | |
| 0.0553 BSV | 2022-05-06 | 2022-07-14 | $4 | $4 | $0 | $0 | |
| 0.0687 BSV | 2022-07-08 | 2022-07-14 | $5 | $5 | $0 | $0 | |
| 0.8705 IYK | 2009-04-01 | 2022-07-14 | $168 | $35 | $133 | $133 | |
| 25,000 594918BQ6 | 2019-04-17 | 2022-07-14 | $24,655 | $24,345 | $310 | $310 | |
| 90.2888 VESH | 2020-11-13 | 2022-07-18 | $6,884 | $7,480 | -$596 | -$596 | |
| 100.0000 VESH | 2020-11-13 | 2022-07-18 | $7,625 | $8,285 | -$660 | -$660 | |
| 424.0000 VESH | 2020-11-13 | 2022-07-18 | $32,329 | $35,126 | -$2,797 | -$2,797 | |
| 0.7157 VESH | 2022-03-07 | 2022-07-18 | $55 | $57 | -$2 | -$2 | |
| 0.8424 VCSH | 2022-04-07 | 2022-07-18 | $64 | $65 | -$1 | -$1 | |
| 0.9291 VCSH | 2022-06-07 | 2022-07-18 | $71 | $71 | $0 | $0 | |
| 0.8650 VCSH | 2022-05-06 | 2022-07-18 | $66 | $66 | $0 | $0 | |
| 0.9548 VESH | 2022-07-08 | 2022-07-18 | $73 | $73 | $0 | $0 | |
| 1.9261 IYK | 2017-12-27 | 2022-12-13 | $399 | $245 | $154 | $154 | |
| 1.7359 IYK | 2017-07-03 | 2022-12-13 | $360 | $212 | $148 | $148 | |
| 1.6652 IYK | 2017-10-02 | 2022-12-13 | $345 | $201 | $144 | $144 | |
| 2.9463 IYK | 2018-10-03 | 2022-12-13 | $611 | $351 | $260 | $260 | |
| 2.0162 IYK | 2017-03-31 | 2022-12-13 | $418 | $240 | $178 | $178 | |
| 2.1101 IYK | 2018-03-29 | 2022-12-13 | $438 | $250 | $188 | $188 | |
| 3.0004 IYK | 2018-07-03 | 2022-12-13 | $622 | $354 | $268 | $268 | |
| 3.5331 IYK | 2016-12-29 | 2022-12-13 | $733 | $392 | $341 | $341 | |
| 2.8108 IYK | 2018-12-24 | 2022-12-13 | $583 | $291 | $292 | $292 | |
| 6.5725 IYK | 2008-12-31 | 2022-12-13 | $1,363 | $319 | $1,044 | $1,044 | |
| 284.6834 IYK | 2003-12-11 | 2022-12-13 | $59,033 | $13,513 | $45,520 | $45,520 | |
| 65,000 912796YL7 | 2022-12-14 | 2023-03-16 | $65,000 | $65,000 | $0 | $0 | |
| 50.0000 CWB | 2018-01-29 | 2023-04-12 | $3,341 | $2,674 | $667 | $667 | |
| 253.0000 CWB | 2016-07-01 | 2023-04-12 | $16,908 | $11,074 | $5,834 | $5,834 | |
| 0.0778 QQQ | 2022-01-03 | 2023-04-21 | $25 | $31 | -$6 | -$6 | |
| 0.0271 QQQ | 2021-11-01 | 2023-04-21 | $9 | $10 | -$1 | -$1 | |
| 0.0514 QQQ | 2021-08-03 | 2023-04-21 | $16 | $19 | -$3 | -$3 | |
| 0.0547 QQQ | 2021-05-03 | 2023-04-21 | $17 | $19 | -$2 | -$2 | |
| 0.1054 QQQ | 2022-08-01 | 2023-04-21 | $33 | $33 | $0 | $0 | |
| 0.0875 QQQ | 2022-05-02 | 2023-04-21 | $28 | $27 | $1 | $1 | |
| 0.0848 QQQ | 2021-01-04 | 2023-04-21 | $27 | $26 | $1 | $1 | |
| 0.1189 QQQ | 2022-11-01 | 2023-04-21 | $38 | $33 | $5 | $5 | |
| 0.1576 QQQ | 2023-01-03 | 2023-04-21 | $50 | $42 | $8 | $8 | |
| 62.9883 QQQ | 2013-07-03 | 2023-04-21 | $19,909 | $4,534 | $15,375 | $15,375 | |
| 5.4401 XLK | 2013-10-01 | 2023-04-21 | $802 | $175 | $627 | $627 | |
| 8.9440 XLK | 2012-10-04 | 2023-04-21 | $1,319 | $276 | $1,043 | $1,043 | |
| 14.1834 XLK | 2013-07-02 | 2023-04-21 | $2,091 | $438 | $1,653 | $1,653 | |
| 11.6170 XLK | 2013-03-26 | 2023-04-21 | $1,713 | $351 | $1,362 | $1,362 | |
| 6.7494 XLK | 2012-03-29 | 2023-04-21 | $995 | $204 | $791 | $791 | |
| 0.1147 XIK | 2013-01-04 | 2023-04-21 | $17 | $3 | $14 | $14 | |
| 0.2256 XLK | 2012-06-28 | 2023-04-21 | $33 | $6 | $27 | $27 | |
| 0.6662 XLK | 2011-03-31 | 2023-04-21 | $98 | $17 | $81 | $81 | |
| 0.0156 XLK | 2011-06-30 | 2023-04-21 | $2 | $2 | $2 | ||
| 121.0440 XLK | 2009-06-04 | 2023-04-21 | $17,845 | $2,194 | $15,651 | $15,651 | |
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| $0 | $0 | ||||||
| CAPITAL GAINS DIVIDENDS | $671 | $671 | $671 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,849 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,216 | OverpaymentAmt |
| Applied To ES Tax | $1,216 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID A GWEN F CAMPBELL | IndividualWithBooksNm |
| Phone | 2157729600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 SHERWOOD ROAD | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190461222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID A CAMPBELL | ||||||||
| 1643 SHERWOOD ROAD | RYDAL | PA | 190461222 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GWEN F CAMPBELL | ||||||||
| 1643 SHERWOOD ROAD | RYDAL | PA | 190461222 | VICE PRESIDENT/TREASURER/S | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $711,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $783,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $783,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $771,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,584 | TotalTaxAmt |
| Distributable Before Adj | $37,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,012 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $77,737 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,797 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $302,593 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $283,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $754,210 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,613 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $842,823 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $77,737 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $765,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,797 | ExcessFromYear4Amt |
| Excess From Year3 | $302,593 | ExcessFromYear3Amt |
| Excess From Year1 | $283,083 | ExcessFromYear1Amt |
| Excess From Current Year | $88,613 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A CAMPBELL | ContributingManagerNm |
| Contributing Manager | GWEN F CAMPBELL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A GWEN F CAMPBELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 SHERWOOD ROAD | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190461222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157729600 | RecipientPhoneNum |
| Form And Info And Materials | TYPED, DETAILED ANALYSIS OF PROPOSED USE OF CONTRIBUTION, ANALYSIS OF HISTORIC USE OF CONTRIBUTIONS AND A DETAILED HISTORY OF CHARITABLE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CURRENT YEAR CONTRIBUTION APPLICATION MUST BE RECEIVED BY FEBRUARY 28TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED 501(C)(3) PUBLIC CHARITY WHICH IS NOT A TYPE III SUPPORTING ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABINGTON FRIENDS SCHOOL | ||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $100,000 |
| PHOEBE MINISTRIES | ||||||
| 1925 TURNER STREET | ALLENTOWN | PA | 18104 | PC | ENDOWMENT FOR CLERICAL PASTORIAL EDUCATION | $10,000 |
| YOUTH WITH A MISSION | ||||||
| 1101 BAY BLVD SUITE C | CHULA VISTA | CA | 91911 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,849 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,547 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID A AND GWEN F CAMPBELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 SHERWOOD ROAD | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,742 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES 59.00 SHS AMGN AND 416.00 SHARES IYK | NoncashPropertyDesc |
| Fair Market Value | $103,742 | FairMarketValueAmt |
| Received | 2022-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & STOCKS | StockNm |
| EOY Book Value | $410,257 | EOYBookValueAmt |
| EOYFMV | $657,982 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $64,958 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $64,982 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $39,880 | BookValueAmt |
| EOYFMV | $35,860 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK TAX BASIS ADJUSTMENT | Desc |
| Amt | $80,452 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TAX BASIS ADJUSTMENT | Desc |
| Amt | $2,563 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $2,647 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |