FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-07
- IRS object ID
- 202213119349101281
- Schema version
- 2021v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T14:06:07-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2022-11-04 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $819,447 | 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 | $200,632 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $485,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,354 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $400,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,565 | 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 | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $525 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $325,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $325,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,133 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $589,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $516,764 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $726,168 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,345 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,749 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,397 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $685,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $613,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $819,447 | 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 | $685,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $613,122 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $685,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $613,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $685,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $613,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $685,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,336 | OtherIncreasesAmt |
| Subtotal | $774,238 | SubtotalAmt |
| Other Decreases | $161,116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $613,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,666.6670 VWCAX | 2014-06-03 | 2021-07-01 | $9,976 | $10,129 | -$153 | -$153 |
| 40.0000 MDY | 2005-12-29 | 2021-07-01 | $19,841 | $5,404 | $14,437 | $14,437 |
| 29.8492 XLK | 2010-01-28 | 2021-07-01 | $4,396 | $639 | $3,757 | $3,757 |
| 4.1400 XLK | 2009-10-01 | 2021-07-01 | $610 | $85 | $525 | $525 |
| 7.9940 XLK | 2010-07-01 | 2021-07-01 | $1,177 | $162 | $1,015 | $1,015 |
| 59.0168 XLK | 2009-06-04 | 2021-07-01 | $8,691 | $1,070 | $7,621 | $7,621 |
| 6.1342 CGW | 2021-01-04 | 2021-07-01 | $330 | $291 | $39 | $39 |
| 141.8658 CGW | 2020-11-13 | 2021-07-01 | $7,632 | $6,441 | $1,191 | $1,191 |
| 230.0000 CWB | 2018-01-29 | 2021-07-01 | $19,931 | $12,300 | $7,631 | $7,631 |
| 102.0000 VNQ | 2019-02-13 | 2021-07-01 | $10,492 | $8,558 | $1,934 | $1,934 |
| 140.0000 VNQ | 2018-06-20 | 2021-07-01 | $14,400 | $11,166 | $3,234 | $3,234 |
| 87.0000 IJR | 2017-02-13 | 2021-07-01 | $9,907 | $6,091 | $3,816 | $3,816 |
| 0.8853 XLV | 2019-12-27 | 2021-07-01 | $112 | $91 | $21 | $21 |
| 0.9399 XLV | 2020-06-26 | 2021-07-01 | $119 | $92 | $27 | $27 |
| 0.9741 XLV | 2020-03-27 | 2021-07-01 | $124 | $83 | $41 | $41 |
| 115.2007 XLV | 2002-09-13 | 2021-07-01 | $14,620 | $3,045 | $11,575 | $11,575 |
| 1.8822 IWV | 2019-12-23 | 2021-07-01 | $484 | $354 | $130 | $130 |
| 1.0794 IWV | 2020-06-22 | 2021-07-01 | $277 | $194 | $83 | $83 |
| 1.7595 IWV | 2019-10-01 | 2021-07-01 | $452 | $306 | $146 | $146 |
| 5.2852 IWV | 2019-06-24 | 2021-07-01 | $1,358 | $913 | $445 | $445 |
| 3.6461 IWV | 2019-03-27 | 2021-07-01 | $937 | $605 | $332 | $332 |
| 102.0905 IWV | 2017-12-04 | 2021-07-01 | $26,232 | $16,070 | $10,162 | $10,162 |
| 4.0412 IWV | 2018-03-29 | 2021-07-01 | $1,038 | $625 | $413 | $413 |
| 1.5846 IWV | 2017-10-02 | 2021-07-01 | $407 | $237 | $170 | $170 |
| 1.7016 IWV | 2017-07-13 | 2021-07-01 | $437 | $246 | $191 | $191 |
| 1.6182 IWY | 2020-04-01 | 2021-07-01 | $416 | $233 | $183 | $183 |
| 1.5644 IWV | 2017-03-31 | 2021-07-01 | $402 | $219 | $183 | $183 |
| 5.9637 IWV | 2018-12-24 | 2021-07-01 | $1,532 | $831 | $701 | $701 |
| 1.9328 IWV | 2016-12-30 | 2021-07-01 | $497 | $257 | $240 | $240 |
| 106.8506 IWV | 2008-12-03 | 2021-07-01 | $27,455 | $5,169 | $22,286 | $22,286 |
| 1.7062 IYK | 2019-12-23 | 2021-07-01 | $314 | $228 | $86 | $86 |
| 0.9545 IYK | 2020-06-22 | 2021-07-01 | $176 | $122 | $54 | $54 |
| 1.4958 IYK | 2019-10-01 | 2021-07-01 | $276 | $189 | $87 | $87 |
| 2.4606 IYK | 2019-06-24 | 2021-07-01 | $453 | $301 | $152 | $152 |
| 2.4168 IYK | 2018-10-03 | 2021-07-01 | $445 | $288 | $157 | $157 |
| 1.5870 IYK | 2019-03-27 | 2021-07-01 | $292 | $187 | $105 | $105 |
| 3.9695 IYK | 2018-07-03 | 2021-07-01 | $731 | $468 | $263 | $263 |
| 1.5170 IYK | 2020-04-01 | 2021-07-01 | $279 | $160 | $119 | $119 |
| 2.3057 IYK | 2018-12-24 | 2021-07-01 | $425 | $239 | $186 | $186 |
| 62.5869 IYK | 2003-12-11 | 2021-07-01 | $11,528 | $2,971 | $8,557 | $8,557 |
| 0.6199 SPY | 2021-08-02 | 2021-08-10 | $275 | $273 | $2 | $2 |
| 0.6028 SPY | 2021-05-03 | 2021-08-10 | $267 | $253 | $14 | $14 |
| 0.8289 SPY | 2021-02-01 | 2021-08-10 | $367 | $311 | $56 | $56 |
| 29.9484 SPY | 2020-11-13 | 2021-08-10 | $13,269 | $10,701 | $2,568 | $2,568 |
| 11.0000 SPY | 2020-03-09 | 2021-08-10 | $4,874 | $3,110 | $1,764 | $1,764 |
| 47.0000 SPY | 2020-03-11 | 2021-08-10 | $20,825 | $12,925 | $7,900 | $7,900 |
| 0.0514 QQQ | 2021-08-03 | 2021-08-12 | $19 | $19 | $0 | $0 |
| 0.0547 QQQ | 2021-05-03 | 2021-08-12 | $20 | $19 | $1 | $1 |
| 0.0848 QQQ | 2021-01-04 | 2021-08-12 | $31 | $26 | $5 | $5 |
| 21.8091 QQQ | 2013-07-03 | 2021-08-12 | $8,002 | $1,570 | $6,432 | $6,432 |
| 3.0000 CVX | 2005-12-29 | 2021-08-12 | $307 | $169 | $138 | $138 |
| 70.0000 CVX | 2005-12-29 | 2021-08-12 | $7,155 | $3,953 | $3,202 | $3,202 |
| 5.0000 CVX | 2005-12-29 | 2021-08-12 | $511 | $282 | $229 | $229 |
| 73.0000 VNQ | 2018-06-20 | 2021-08-12 | $7,739 | $5,823 | $1,916 | $1,916 |
| 0.0469 VMW | 2005-05-18 | 2021-11-03 | $6 | $4 | $2 | $2 |
| 7.1850 IYK | 2003-12-11 | 2021-11-23 | $1,356 | $341 | $1,015 | $1,015 |
| 0.8778 IYK | 2003-12-11 | 2021-11-23 | $166 | $42 | $124 | $124 |
| 0.7615 IYK | 2003-12-11 | 2021-11-23 | $144 | $36 | $108 | $108 |
| 0.8159 IYK | 2003-12-11 | 2021-11-23 | $154 | $39 | $115 | $115 |
| 1.0576 IYK | 2020-12-21 | 2021-11-23 | $200 | $179 | $21 | $21 |
| 1.4447 IYK | 2020-09-30 | 2021-11-23 | $273 | $216 | $57 | $57 |
| 1.4455 IYK | 2003-12-11 | 2021-11-23 | $273 | $69 | $204 | $204 |
| 38.4120 IYK | 2003-12-11 | 2021-11-23 | $7,248 | $1,823 | $5,425 | $5,425 |
| 38.0000 ADP | 2005-05-18 | 2021-11-23 | $8,948 | $1,310 | $7,638 | $7,638 |
| 135.0000 XLNX | 2005-05-18 | 2021-11-23 | $29,215 | $4,054 | $25,161 | $25,161 |
| 49.7820 QQQ | 2013-07-03 | 2021-11-23 | $19,656 | $19,743 | -$87 | -$87 |
| 0.0271 QQQ | 2021-11-01 | 2021-11-23 | $11 | $10 | $1 | $1 |
| 0.0271 QQQ | 2021-11-01 | 2021-11-23 | $11 | $10 | $1 | $1 |
| 0.0514 QQQ | 2021-08-03 | 2021-11-23 | $20 | $19 | $1 | $1 |
| 0.0514 QQQ | 2021-08-03 | 2021-11-23 | $20 | $19 | $1 | $1 |
| 0.0547 QQQ | 2021-05-03 | 2021-11-23 | $22 | $19 | $3 | $3 |
| 0.0547 QQQ | 2021-05-03 | 2021-11-23 | $22 | $19 | $3 | $3 |
| 0.0848 QQQ | 2021-01-04 | 2021-11-23 | $33 | $26 | $7 | $7 |
| 0.0848 QQQ | 2021-01-04 | 2021-11-23 | $33 | $26 | $7 | $7 |
| 24.7820 QQQ | 2013-07-03 | 2021-11-23 | $9,785 | $1,784 | $8,001 | $8,001 |
| 100.0000 BSV | 2021-11-23 | 2021-12-14 | $8,105 | $8,109 | -$4 | -$4 |
| 100.0000 BSV | 2021-11-23 | 2021-12-14 | $8,105 | $8,109 | -$4 | -$4 |
| 47.0000 BSV | 2021-11-23 | 2021-12-14 | $3,810 | $3,811 | -$1 | -$1 |
| 157.0000 EMB | 2019-07-23 | 2021-12-21 | $16,929 | $17,890 | -$961 | -$961 |
| 36.0000 CVX | 2005-12-29 | 2022-02-11 | $4,945 | $2,033 | $2,912 | $2,912 |
| 0.9432 IYK | 2003-12-11 | 2022-02-11 | $191 | $45 | $146 | $146 |
| 49.0568 IYK | 2003-12-11 | 2022-02-11 | $9,914 | $2,328 | $7,586 | $7,586 |
| 1.1407 VCSH | 2020-12-30 | 2022-02-24 | $90 | $95 | -$5 | -$5 |
| 1.0880 VCSH | 2021-02-05 | 2022-02-24 | $86 | $90 | -$4 | -$4 |
| 1.1249 VCSH | 2020-12-07 | 2022-02-24 | $89 | $93 | -$4 | -$4 |
| 100.0000 VCSH | 2020-11-13 | 2022-02-24 | $7,929 | $8,285 | -$356 | -$356 |
| 22.6464 VCSH | 2020-11-13 | 2022-02-24 | $1,796 | $1,876 | -$80 | -$80 |
| 385.2080 VTAPX | 2021-11-26 | 2022-03-04 | $9,975 | $10,111 | -$136 | -$136 |
| 377.0000 BSV | 2021-11-23 | 2022-03-04 | $29,981 | $30,571 | -$590 | -$590 |
| 32.0000 CVX | 2005-12-29 | 2022-03-04 | $5,033 | $1,807 | $3,226 | $3,226 |
| 0.4250 CVX | 2005-12-29 | 2022-03-04 | $67 | $24 | $43 | $43 |
| 25.0000 IYK | 2003-12-11 | 2022-03-04 | $5,009 | $1,186 | $3,823 | $3,823 |
| 25,000 949763GF7 | 2019-05-30 | 2022-04-12 | $25,000 | $24,884 | $116 | $116 |
| 314.0000 ARKF | 2021-02-16 | 2022-04-12 | $8,440 | $19,970 | -$11,530 | -$11,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,920 | 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 | $2,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $153 | OverpaymentAmt |
| Applied To ES Tax | $153 | 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 | $902,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $917,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $917,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,769 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $904,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,767 | TotalTaxAmt |
| Distributable Before Adj | $42,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,442 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $325,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $77,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,797 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $302,593 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $471,127 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,083 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $754,210 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $754,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,737 | ExcessFromYear4Amt |
| Excess From Year3 | $90,797 | ExcessFromYear3Amt |
| Excess From Year2 | $302,593 | ExcessFromYear2Amt |
| Excess From Current Year | $283,083 | 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 (4 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 | $210,000 |
| YOUTH WITH A MISSION | ||||||
| 1101 BAY BLVD SUITE C | CHULA VISTA | CA | 91911 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $55,000 |
| COMMUNITY PARTNERSHIP SCHOOL | ||||||
| 3033 W GLENWOOD AVENUE | PHILADELPHIA | PA | 19121 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $55,000 |
| PROVIDENT CHARTER SCHOOL | ||||||
| 1400 TROY HILL | PITTSBURGH | PA | 15212 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $325,000 | 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 | $21,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $178,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,565 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,565 | 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 | $200,632 | 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 | 22.294 XLV47.956 XLK112.988 QQQ TRUST30.196 IWB7.185 IYK822.167 VTSAX38 ADP135 XLNX | NoncashPropertyDesc |
| Fair Market Value | $200,632 | FairMarketValueAmt |
| Received | 2021-11-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $525 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $24,345 | EOYBookValueAmt |
| EOYFMV | $24,749 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & STOCKS | StockNm |
| EOY Book Value | $516,764 | EOYBookValueAmt |
| EOYFMV | $726,168 | EOYFMVAmt |
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 | $36,397 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK TAX BASIS ADJUSTMENT | Desc |
| Amt | $161,116 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TAX BASIS ADJUSTMENT | Desc |
| Amt | $19,336 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $4,923 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |