CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL FAMILY FOUNDATION (EIN 13-4149591)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202103089349101105
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T09:50:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 THORNALL STREET | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088372213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134149591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMPBELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 7322052018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MAZARS USA LLP 399 THORNALL S | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CAMPBELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7322052018 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | 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 | LISA OSOFSKY | PreparerPersonNm |
| PTIN | P00003470 | PTIN |
| Phone | 7325492800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,417,734 | 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 | $249,186 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $164 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,189,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,369 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$20,272 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,593 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $461,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,870 | 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 |
| Other Prof Fees Rev And Expnss | $37,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,718 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,132 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $444,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $444,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,152 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,225 | CashBOYAmt |
| Cash EOY | $496,403 | CashEOYAmt |
| Cash EOYFMV | $496,403 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,946,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,861,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,627,370 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $110,441 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $201,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $293,961 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,144,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,560,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,417,734 | 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 | $5,144,824 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,560,177 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,144,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,560,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,144,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,560,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,144,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,085,060 | SubtotalAmt |
| Other Decreases | $524,883 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,560,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2019-01-01 | 2020-12-31 | $1,189,340 | $1,082,295 | $107,045 | $107,045 |
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS LP | P | 2020-01-01 | 2020-12-31 | -$926 | -$926 | ||
| FROM FROM K-1 - AG OPPORTUNISTIC WHOLE LOAN SELECT LP | P | 2015-01-01 | 2020-12-31 | $1,250 | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,727 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,727 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,266 | 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 | $7,266 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,539 | OverpaymentAmt |
| Applied To ES Tax | $4,539 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMPBELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6465981065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SANOCH MGMT10 ROCKEFELLER PLSTE | AddressLine1Txt |
| Address Line2 | 810 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SARAH CAMPBELL | |||||||||
| C/O MAZARS USA LLP 399 THORNALL | STREET | EDISON | NJ | 08837 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM I CAMPBELL | |||||||||
| C/O MAZARS USA LLP 399 THORNALL | STREET | EDISON | NJ | 08837 | PRES/DIRECTOR | 20.00 | $0 | $0 | $0 |
| CHRISTINE WACHTER-CAMPBELL | |||||||||
| C/O MAZARS USA LLP 399 THORNALL | STREET | EDISON | NJ | 08837 | VP/DIRECTOR | 10.00 | $0 | $0 | $0 |
| NORA WOOD | |||||||||
| C/O MAZARS USA LLP 399 THORNALL | STREET | EDISON | NJ | 08837 | TREASURER | 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 | $6,156,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $110,905 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,471,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,471,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,374,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,727 | TotalTaxAmt |
| Distributable Before Adj | $316,007 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,007 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,007 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,332 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $475,332 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $475,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $393,849 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $395,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $589,399 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $558,306 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $558,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,495,273 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $475,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $159,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,654,598 | 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 | $393,849 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,260,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $395,368 | ExcessFromYear4Amt |
| Excess From Year3 | $589,399 | ExcessFromYear3Amt |
| Excess From Year2 | $558,306 | ExcessFromYear2Amt |
| Excess From Year1 | $558,351 | ExcessFromYear1Amt |
| Excess From Current Year | $159,325 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM I CAMPBELL | ContributingManagerNm |
| Contributing Manager | CHRISTINE WACHTER-CAMPBELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY STREET THEATRE FESTIVAL INC | |||||||
| PO BOX 810 | SOUTHAMPTON | NY | 119690810 | N/A | PC | GENERAL & UNRESTRICTED | $55,000 |
| BRIDGE HAMPTON HISTORICAL SOCIETY | |||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 119320977 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 115 WEST 29TH STREET 10TH FL | NEW YORK | NY | 100015067 | N/A | PC | GENERAL & UNRESTRICTED | $75,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 100227122 | N/A | PC | GENERAL & UNRESTRICTED | $9,200 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| END FUND INC | |||||||
| 2 PARK AVE 18TH FL | NEW YORK | NY | 10016 | N/A | PC | GENERAL & UNRESTRICTED | $250,000 |
| EXPERIENCE CAMPS | |||||||
| 136 MAIN ST STE 206 | WESTPORT | CT | 068803304 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| PEN AMERICAN CENTER INC | |||||||
| 588 BROADWAY RM 303 | NEW YORK | NY | 100125258 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 |
| RESOLUTION PROJECT INC | |||||||
| 420 LEXINGTON AVE RM 1626 27 | NEW YORK | NY | 101701699 | N/A | PC | GENERAL & UNRESTRICTED | $7,500 |
| THE CHILDRENS AID SOCIETY | |||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $3,000 |
| THE WINDWARD SCHOOL | |||||||
| 40 W RED OAK LN | WHITE PLAINS | NY | 106043602 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| VIA ART FUND INC | |||||||
| 8 NEWBERRY ST 7TH FLOOR | BOSTON | MA | 02116 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $444,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,369 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS LP | 900099 | -$21,865 | ||
| FROM K-1 AG OPPORTUNISTIC WHOLE LOAN SELECT LP | 14 | $1,593 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$21,865 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $233,870 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,005 | 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 | WILLIAM CAMPBELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MAZARS USA LLP 399 THORNALL STR | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $249,186 | 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 | APPLE INC - 1,823 SHARES (TAX COST BASIS $4,292.96) | NoncashPropertyDesc |
| Fair Market Value | $249,186 | FairMarketValueAmt |
| Received | 2020-12-29 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $12,594 | $47,301 |
| AMAZON COM | $73,356 | $381,061 |
| APPLE INC | $11,401 | $639,964 |
| BLACKROCK GLOBAL LONG/SHORT CR | $135,518 | $129,907 |
| BRISTOL-MYERS SQUIBB CO | $59,625 | $65,566 |
| CITIGROUP INC | $142,144 | $164,941 |
| COSTCO WHOLESALE CORPORATION | $112,008 | $301,424 |
| CVS HEALTH CORP | $241,124 | $226,073 |
| DOUBLELINE TOTAL RETURN BOND | $669,258 | $663,908 |
| FACEBOOK INC | $103,573 | $273,160 |
| FREEPORT-MCMORAN COPPER & GOLD | $155,993 | $390,300 |
| HONEYWELL INTL | $8,049 | $30,416 |
| ISHARES TRUST MSCI EAFE INDEX | $302,223 | $334,084 |
| ISHARES TRUST RUSSELL MIDCAP I | $143,526 | $459,628 |
| JP MORGAN CHASE | $322,500 | $381,210 |
| MASTERCARD INC | $86,724 | $356,940 |
| MICROSOFT CORP | $12,421 | $86,299 |
| MORGAN STANLEY | $123,028 | $225,943 |
| PHILLPS 66 | $68,359 | $58,400 |
| SKECHERS USA INC CL A | $140,440 | $179,700 |
| SPDR S&P EMERGING MARKETS SMAL | $176,252 | $179,414 |
| TJX COMPANIES INC | $140,160 | $282,174 |
| UNITEDHEALTH GROUP INC | $8,412 | $45,588 |
| VANGUARD SF REIT ETF | $234,445 | $254,790 |
| VANGUARD SM-CAP ETF | $378,797 | $469,179 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG OPPORTUNISTIC WHOLE LOAN SELECT LP | AT COST | $29,533 | $40,121 |
| ENTERPRISE PRODUCTS PARTNERS LP | AT COST | $111,101 | $202,717 |
| HIGHBRIDGE MEZZANINE PARTNERS | AT COST | $61,210 | $51,123 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT OF FMV TO COST OF DONATED SECURITIES | $244,893 |
| PRIOR PERIOD COST BASIS ADJUSTMENT | $279,990 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DE FILING FEE | $25 | $0 | $25 |
| FOUNDATION ADMINISTRATION | $31,107 | $0 | $31,107 |
| MISCELLANEOUS EXPENSE | $276 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS LP | -$21,865 | -$21,865 | |
| FROM K-1 AG OPPORTUNISTIC WHOLE LOAN SELECT LP | $1,593 | $1,593 | $1,593 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $37,718 | Amt |
| Net Investment Income | $37,718 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX | $900 | $0 | $0 |
| PRIOR YEAR EXCISE TAX | $6,729 | $0 | $0 |