FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2020
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- Organization
- FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202123169349102932
- 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
- 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 | 2021-11-12T12:46:28-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2021-11-12 | 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 | 2 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,052,152 | 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 | $151,357 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $391,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,244 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $359,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,919 | 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 | $1,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $346,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,326 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $319,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $589,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $947,505 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,345 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,806 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $448,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,052,152 | 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 | $448,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | $685,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $685,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $346,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,261 | OtherIncreasesAmt |
| Subtotal | $799,962 | SubtotalAmt |
| Other Decreases | $114,284 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $685,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 426.1940 DFIT.X | 2019-12-16 | 2020-10-26 | $1,664 | $2,084 | -$420 | -$420 |
| 3248.3730 DFIT.X | 2018-12-18 | 2020-10-26 | $12,679 | $15,000 | -$2,321 | -$2,321 |
| 0.8853 XLV | 2002-09-13 | 2020-11-13 | $99 | $23 | $76 | $76 |
| 0.9005 XLV | 2002-09-13 | 2020-11-13 | $101 | $24 | $77 | $77 |
| 0.9399 XLV | 2002-09-13 | 2020-11-13 | $105 | $25 | $80 | $80 |
| 0.9233 XLV | 2019-06-27 | 2020-11-13 | $103 | $85 | $18 | $18 |
| 1.1883 XLV | 2019-03-21 | 2020-11-13 | $133 | $109 | $24 | $24 |
| 1.6011 XLV | 2018-09-27 | 2020-11-13 | $179 | $146 | $33 | $33 |
| 0.9046 XLV | 2019-09-26 | 2020-11-13 | $101 | $82 | $19 | $19 |
| 1.4086 XLV | 2018-12-28 | 2020-11-13 | $158 | $121 | $37 | $37 |
| 09741 XLV | 2002-09-13 | 2020-11-13 | $109 | $26 | $83 | $83 |
| 2.8674 XLV | 2018-06-21 | 2020-11-13 | $321 | $243 | $78 | $78 |
| 2.7833 XLV | 2018-03-22 | 2020-11-13 | $312 | $230 | $82 | $82 |
| 1.8736 XLV | 2016-06-28 | 2020-11-13 | $210 | $130 | $80 | $80 |
| 2.5774 XLV | 2016-03-30 | 2020-11-13 | $289 | $176 | $113 | $113 |
| 2.9520 XLV | 2015-09-29 | 2020-11-13 | $331 | $192 | $139 | $139 |
| 199.2206 XLV | 2002-09-13 | 2020-11-13 | $22,326 | $5,265 | $17,061 | $17,061 |
| 9.2179 XLK | 2018-09-27 | 2020-11-13 | $1,114 | $667 | $447 | $447 |
| 5.4401 XLK | 2013-10-01 | 2020-11-13 | $657 | $175 | $482 | $482 |
| 8.9440 XLK | 2012-10-04 | 2020-11-13 | $1,081 | $276 | $805 | $805 |
| 14.1834 XLK | 2013-07-02 | 2020-11-13 | $1,714 | $438 | $1,276 | $1,276 |
| 11.6170 XLK | 2013-03-26 | 2020-11-13 | $1,404 | $351 | $1,053 | $1,053 |
| 6.7494 XLK | 2012-03-29 | 2020-11-13 | $816 | $204 | $612 | $612 |
| 652.8482 XLK | 2013-03-04 | 2020-11-13 | $78,887 | $19,358 | $59,529 | $59,529 |
| 9.0484 XLK | 2011-12-29 | 2020-11-13 | $1,093 | $230 | $863 | $863 |
| 7.3900 XLK | 2010-12-30 | 2020-11-13 | $893 | $187 | $706 | $706 |
| 7.9638 XLK | 2011-09-29 | 2020-11-13 | $962 | $196 | $766 | $766 |
| 7.1700 XLK | 2010-09-30 | 2020-11-13 | $866 | $167 | $699 | $699 |
| 6.4450 XLK | 2010-04-01 | 2020-11-13 | $779 | $150 | $629 | $629 |
| 3.8320 XLK | 2009-12-31 | 2020-11-13 | $463 | $89 | $374 | $374 |
| 903.1508 XLK | 2010-01-28 | 2020-11-13 | $109,133 | $19,335 | $89,798 | $89,798 |
| 0.3603 QQQ | 2020-08-03 | 2020-11-13 | $105 | $97 | $8 | $8 |
| 0.3603 QQQ | 2020-11-02 | 2020-11-13 | $105 | $98 | $7 | $7 |
| 0.0383 QQQ | 2020-08-03 | 2020-11-13 | $11 | $10 | $1 | $1 |
| 0.4230 QQQ | 2020-05-01 | 2020-11-13 | $123 | $91 | $32 | $32 |
| 0.5370 QQQ | 2020-01-02 | 2020-11-13 | $156 | $115 | $41 | $41 |
| 0.4858 QQQ | 2019-11-01 | 2020-11-13 | $141 | $97 | $44 | $44 |
| 1.0603 QQQ | 2019-08-01 | 2020-11-13 | $308 | $205 | $103 | $103 |
| 0.8377 QQQ | 2019-05-01 | 2020-11-13 | $243 | $160 | $83 | $83 |
| 1.0459 QQQ | 2018-08-01 | 2020-11-13 | $303 | $185 | $118 | $118 |
| 0.9550 QQQ | 2018-11-01 | 2020-11-13 | $277 | $162 | $115 | $115 |
| 1.3605 QQQ | 2019-01-02 | 2020-11-13 | $395 | $207 | $188 | $188 |
| 78.5359 QQQ | 2013-07-03 | 2020-11-13 | $22,788 | $5,653 | $17,135 | $17,135 |
| 274.0000 IEFA | 2018-01-16 | 2021-02-16 | $19,993 | $18,988 | $1,005 | $1,005 |
| 0.0230 VAIPX | 2021-03-31 | 2021-05-04 | $1 | $1 | $0 | $0 |
| 7.6730 VAIPX | 2020-12-20 | 2021-05-04 | $218 | $217 | $1 | $1 |
| 711.6140 VAIPX | 2020-11-13 | 2021-05-04 | $20,178 | $20,000 | $178 | $178 |
| 1.6230 VAIPX | 2021-03-31 | 2021-05-04 | $46 | $45 | $1 | $1 |
| 0.7925 AGG | 2020-12-24 | 2021-06-24 | $91 | $93 | -$2 | -$2 |
| 1.3011 AGG | 2020-12-08 | 2021-06-24 | $150 | $153 | -$3 | -$3 |
| 510.0000 AGG | 2020-11-13 | 2021-06-24 | $58,701 | $59,979 | -$1,278 | -$1,278 |
| 1.2281 AGG | 2021-02-08 | 2021-06-24 | $141 | $143 | -$2 | -$2 |
| 155.0000 AGG | 2020-03-30 | 2021-06-24 | $17,840 | $17,982 | -$142 | -$142 |
| 1.0928 AGG | 2021-06-08 | 2021-06-24 | $126 | $125 | $1 | $1 |
| 1.1299 AGG | 2021-05-10 | 2021-06-24 | $130 | $130 | $0 | $0 |
| 1.1309 AGG | 2021-04-09 | 2021-06-24 | $130 | $129 | $1 | $1 |
| 1.2438 AGG | 2021-03-08 | 2021-06-24 | $143 | $142 | $1 | $1 |
| 80.000 AGG | 2019-07-19 | 2021-06-24 | $9,208 | $8,898 | $310 | $310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,244 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | 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 | $880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,003 | TaxDueAmt |
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 | $881,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $896,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $896,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $882,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,883 | TotalTaxAmt |
| Distributable Before Adj | $41,266 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,266 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,266 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,266 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,260 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $77,737 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $521,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,741 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,741 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $490,646 | 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 | $19,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $471,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $77,737 | ExcessFromYear3Amt |
| Excess From Year2 | $90,797 | ExcessFromYear2Amt |
| Excess From Year1 | $302,593 | ExcessFromYear1Amt |
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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABINGTON FRIENDS SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 WASHINGTON LANE | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,244 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $207,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,919 | 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 | $151,357 | 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 | 248.0 SHARES OF XLV STOCK709.0 SHARES OF XLK STOCK133 SHARES OF QQQ TRUST STOCK | NoncashPropertyDesc |
| Fair Market Value | $151,357 | FairMarketValueAmt |
| Received | 2020-11-12 | 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 | $25,806 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & STOCKS | StockNm |
| EOY Book Value | $589,576 | EOYBookValueAmt |
| EOYFMV | $947,505 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | AT COST | $24,884 | $25,451 |
| REITS | AT COST | $25,547 | $32,064 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK TAX BASIS ADJUSTMENT | Desc |
| Amt | $114,284 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TAX BASIS ADJUSTMENT | Desc |
| Amt | $4,261 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |