FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-12
- IRS object ID
- 202023179349100912
- Schema version
- 2019v5.1
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T08:42:10-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S WILDASIN CPA | PreparerPersonNm |
| PTIN | P00795734 | PTIN |
| Phone | 7177617210 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.201.234.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 10:24:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 501B217634A2F4FD98DBF62133C0BD4A6A47FB4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $694,173 | 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 | $100,111 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,967 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,454 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $188,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,913 | 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 | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $488 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $488 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $336,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,220 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $350,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $319,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $562,919 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $68,299 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,361 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $85,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,673 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $680,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $694,173 | 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 | $680,917 | RetainedEarningBOYAmt |
| Retained Earning EOY | $448,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $680,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $680,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $680,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $531,726 | SubtotalAmt |
| Other Decreases | $82,935 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $448,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (97 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 111.0000 XLK | 2009-06-04 | 2019-07-18 | $8,979 | $2,012 | $6,967 | $6,967 |
| 634.4990 DFEM.X | 2018-01-11 | 2019-07-23 | $17,805 | $20,000 | -$2,195 | -$2,195 |
| 2.3090 DFEM.X | 2017-12-15 | 2019-07-23 | $65 | $68 | -$3 | -$3 |
| 3.5980 DFEM.X | 2017-09-28 | 2019-07-23 | $101 | $102 | -$1 | -$1 |
| 0.1630 DFEM.X | 2018-06-28 | 2019-07-23 | $5 | $4 | $1 | $1 |
| 1.5240 VFIA.X | 2018-09-25 | 2019-08-20 | $409 | $410 | -$1 | -$1 |
| 1.7610 VFIA.X | 2019-06-26 | 2019-08-20 | $472 | $473 | -$1 | -$1 |
| 1.9210 VFIA.X | 1990-01-01 | 2019-08-20 | $515 | $130 | $385 | $385 |
| 1.5650 VFIA.X | 2018-06-27 | 2019-08-20 | $420 | $390 | $30 | $30 |
| 1.6010 VFIA.X | 2017-12-22 | 2019-08-20 | $429 | $396 | $33 | $33 |
| 1.8270 VFIA.X | 1990-01-01 | 2019-08-20 | $490 | $124 | $366 | $366 |
| 1.5210 VFIA.X | 2018-03-23 | 2019-08-20 | $408 | $363 | $45 | $45 |
| 1.7090 VFIA.X | 2017-09-19 | 2019-08-20 | $458 | $395 | $63 | $63 |
| 1.4900 VFIA.X | 2017-06-22 | 2019-08-20 | $399 | $335 | $64 | $64 |
| 1.5430 VFIA.X | 2017-03-21 | 2019-08-20 | $414 | $334 | $80 | $80 |
| 2.0720 VFIA.X | 2016-12-21 | 2019-08-20 | $556 | $433 | $123 | $123 |
| 0.0020 VFIA.X | 2010-12-31 | 2019-08-20 | $1 | $1 | $1 | |
| 1.6980 VFIA.X | 2010-03-29 | 2019-08-20 | $455 | $115 | $340 | $340 |
| 1.7920 VFIA.X | 2011-03-24 | 2019-08-20 | $480 | $122 | $358 | $358 |
| 1.4580 VFIA.X | 2005-06-24 | 2019-08-20 | $391 | $99 | $292 | $292 |
| 1.6740 VFIA.X | 2006-09-22 | 2019-08-20 | $449 | $114 | $335 | $335 |
| 2.1300 VFIA.X | 2012-09-21 | 2019-08-20 | $571 | $145 | $426 | $426 |
| 1.9700 VFIA.X | 2008-03-27 | 2019-08-20 | $528 | $134 | $394 | $394 |
| 1.9370 VFIA.X | 2014-03-21 | 2019-08-20 | $519 | $131 | $388 | $388 |
| 1.6360 VFIA.X | 2007-03-23 | 2019-08-20 | $439 | $111 | $328 | $328 |
| 1.6030 VFIA.X | 2015-03-20 | 2019-08-20 | $430 | $109 | $321 | $321 |
| 2.3080 VFIA.X | 2008-09-25 | 2019-08-20 | $619 | $157 | $462 | $462 |
| 2.0400 VFIA.X | 2014-09-19 | 2019-08-20 | $547 | $138 | $409 | $409 |
| 1.8190 VFIA.X | 2010-12-23 | 2019-08-20 | $488 | $123 | $365 | $365 |
| 2.1620 VFIA.X | 2012-06-22 | 2019-08-20 | $580 | $147 | $433 | $433 |
| 2.3310 VFIA.X | 2013-12-23 | 2019-08-20 | $625 | $158 | $467 | $467 |
| 1.9080 VFIA.X | 2015-12-18 | 2019-08-20 | $512 | $129 | $383 | $383 |
| 2.1570 VFIA.X | 2010-06-28 | 2019-08-20 | $578 | $146 | $432 | $432 |
| 1.9500 VFIA.X | 2006-12-26 | 2019-08-20 | $523 | $132 | $391 | $391 |
| 3.0400 VFIA.X | 2012-12-21 | 2019-08-20 | $815 | $206 | $609 | $609 |
| 1.5740 VFIA.X | 2006-03-17 | 2019-08-20 | $422 | $107 | $315 | $315 |
| 2.1660 VFIA.X | 2010-09-23 | 2019-08-20 | $581 | $147 | $434 | $434 |
| 1.9920 VFIA.X | 2005-12-28 | 2019-08-20 | $534 | $135 | $399 | $399 |
| 1.6160 VFIA.X | 2016-06-20 | 2019-08-20 | $433 | $110 | $323 | $323 |
| 1.9400 VFIA.X | 2008-06-26 | 2019-08-20 | $520 | $132 | $388 | $388 |
| 29.7110 VFIA.X | 1990-01-01 | 2019-08-20 | $7,966 | $2,017 | $5,949 | $5,949 |
| 20,000 3130A76F7 | 2019-03-21 | 2019-10-10 | $20,000 | $19,807 | $193 | $193 |
| 83.0000 VGK | 2015-11-16 | 2019-10-10 | $4,372 | $4,222 | $150 | $150 |
| 25,000 3130AA5Z7 | 2018-12-18 | 2019-11-28 | $25,000 | $24,147 | $853 | $853 |
| 22.2280 VWEAX | 2014-11-28 | 2019-12-16 | $132 | $135 | -$3 | -$3 |
| 23.7300 VWEAX | 2015-03-31 | 2019-12-16 | $141 | $144 | -$3 | -$3 |
| 2,470.8210 VWEAX | 2014-06-03 | 2019-12-16 | $14,702 | $15,020 | -$318 | -$318 |
| 1.2800 VFIA.X | 2019-09-25 | 2019-12-16 | $378 | $352 | $26 | $26 |
| 1.9210 VFIA.X | 2019-03-20 | 2019-12-16 | $568 | $500 | $68 | $68 |
| 1.8270 VFIA.X | 2018-12-14 | 2019-12-16 | $540 | $438 | $102 | $102 |
| 96.4020 VFIA.X | 1990-01-01 | 2019-12-16 | $28,489 | $6,543 | $21,946 | $21,946 |
| 1.7595 IWV | 2019-10-01 | 2019-12-16 | $328 | $306 | $22 | $22 |
| 5.2852 IWV | 2019-06-24 | 2019-12-16 | $986 | $913 | $73 | $73 |
| 3.6461 IWV | 2019-03-27 | 2019-12-16 | $680 | $605 | $75 | $75 |
| 3.7403 IWV | 2018-07-11 | 2019-12-16 | $698 | $619 | $79 | $79 |
| 65.5689 IWV | 2017-12-04 | 2019-12-16 | $12,232 | $10,321 | $1,911 | $1,911 |
| 15.0000 MDY | 2015-06-03 | 2019-12-16 | $5,603 | $4,200 | $1,403 | $1,403 |
| 0.3565 MDY | 2015-05-01 | 2019-12-16 | $133 | $98 | $35 | $35 |
| 0.6579 MDY | 2015-02-02 | 2019-12-16 | $246 | $171 | $75 | $75 |
| 0.3421 MDY | 2014-11-03 | 2019-12-16 | $128 | $89 | $39 | $39 |
| 0.4934 MDY | 2014-08-01 | 2019-12-16 | $184 | $123 | $61 | $61 |
| 23.1501 MDY | 2005-12-29 | 2019-12-16 | $8,648 | $3,128 | $5,520 | $5,520 |
| 229.0000 IEFA | 2018-01-16 | 2019-12-16 | $14,968 | $15,870 | -$902 | -$902 |
| 110.0000 XLK | 2009-06-04 | 2019-12-16 | $9,959 | $1,994 | $7,965 | $7,965 |
| 91.0000 XLE | 2020-02-05 | 2020-03-09 | $3,220 | $4,984 | -$1,764 | -$1,764 |
| 261.0000 FLOT | 2018-05-31 | 2020-03-12 | $12,520 | $13,330 | -$810 | -$810 |
| 32.0000 FLOT | 2018-05-31 | 2020-03-12 | $1,535 | $1,634 | -$99 | -$99 |
| 0.5628 FLOT | 2020-02-10 | 2020-03-12 | $27 | $29 | -$2 | -$2 |
| 0.6535 FLOT | 2018-08-08 | 2020-03-12 | $31 | $33 | -$2 | -$2 |
| 0.6549 FLOT | 2018-09-11 | 2020-03-12 | $31 | $33 | -$2 | -$2 |
| 0.6405 FLOT | 2018-10-08 | 2020-03-12 | $31 | $33 | -$2 | -$2 |
| 0.5582 FLOT | 2018-06-08 | 2020-03-12 | $27 | $28 | -$1 | -$1 |
| 0.5811 FLOT | 2019-12-09 | 2020-03-12 | $28 | $30 | -$2 | -$2 |
| 0.6325 FLOT | 2019-11-08 | 2020-03-12 | $30 | $32 | -$2 | -$2 |
| 0.5752 FLOT | 2019-12-27 | 2020-03-12 | $28 | $29 | -$1 | -$1 |
| 0.6105 FLOT | 2018-07-10 | 2020-03-12 | $29 | $31 | -$2 | -$2 |
| 0.6622 FLOT | 2018-11-08 | 2020-03-12 | $32 | $34 | -$2 | -$2 |
| 0.7341 FLOT | 2019-05-08 | 2020-03-12 | $35 | $37 | -$2 | -$2 |
| 0.6804 FLOT | 2019-10-08 | 2020-03-12 | $33 | $35 | -$2 | -$2 |
| 0.7500 FLOT | 2019-09-10 | 2020-03-12 | $36 | $38 | -$2 | -$2 |
| 0.7166 FLOT | 2019-07-09 | 2020-03-12 | $34 | $36 | -$2 | -$2 |
| 0.7337 FLOT | 2019-08-08 | 2020-03-12 | $35 | $37 | -$2 | -$2 |
| 0.7651 FLOT | 2019-06-10 | 2020-03-12 | $37 | $39 | -$2 | -$2 |
| 0.7756 FLOT | 2019-04-08 | 2020-03-12 | $37 | $39 | -$2 | -$2 |
| 0.7280 FLOT | 2019-03-08 | 2020-03-12 | $35 | $37 | -$2 | -$2 |
| 0.7402 FLOT | 2019-02-08 | 2020-03-12 | $36 | $38 | -$2 | -$2 |
| 0.6814 FLOT | 2018-12-10 | 2020-03-12 | $33 | $34 | -$1 | -$1 |
| 0.5635 FLOT | 2018-12-26 | 2020-03-12 | $27 | $28 | -$1 | -$1 |
| 0.1684 FLOT | 2018-12-26 | 2020-03-12 | $8 | $8 | $0 | $0 |
| 0.5238 FLOT | 2020-03-09 | 2020-03-12 | $25 | $26 | -$1 | -$1 |
| 86.0000 NEAR | 2019-10-10 | 2020-03-20 | $3,965 | $4,325 | -$360 | -$360 |
| 35,000 40434AZ77 | 2016-09-22 | 2020-03-26 | $35,000 | $35,000 | $0 | $0 |
| 0.8210 VFIA.X | 2019-12-20 | 2020-06-25 | $234 | $244 | -$10 | -$10 |
| 1.2800 VFIA.X | 2019-09-25 | 2020-06-25 | $366 | $352 | $14 | $14 |
| 1.9210 VFIA.X | 2019-03-20 | 2020-06-25 | $549 | $500 | $49 | $49 |
| 0.7970 VFIA.X | 2020-03-09 | 2020-06-25 | $228 | $202 | $26 | $26 |
| 65.1180 VFIA.X | 1990-01-01 | 2020-06-25 | $18,599 | $4,420 | $14,179 | $14,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,571 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $824,165 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.158428 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,568 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $804,304 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143687 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $716,396 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044337 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $699,897 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,311 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $765,915 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108773 | DistributionYr5Rt |
| Total Distribution | 0.576307 | TotalDistributionRt |
| Average Distribution | 0.115261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $700,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,702 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $874 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,576 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $336,728 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $443 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $443 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $436 | 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 | $692,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $710,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $710,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $700,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $874 | TotalTaxAmt |
| Distributable Before Adj | $34,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $336,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $336,728 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $874 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,260 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $77,737 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,797 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $260,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $336,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $302,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $563,293 | 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 | $41,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $521,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,260 | ExcessFromYear4Amt |
| Excess From Year2 | $77,737 | ExcessFromYear2Amt |
| Excess From Year1 | $90,797 | ExcessFromYear1Amt |
| Excess From Current Year | $302,593 | 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 | $265,000 |
| COMMONWEALTH YOUTHCHOIRS | ||||||
| 35 CHELTEN AVENUE | PHILADELPHIA | PA | 19144 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $10,000 |
| YOUTH WITH A MISSION | ||||||
| 1101 BAY BLVD SUITE C | CHULA VISTA | CA | 91911 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $61,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,240 | 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 | $16,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,913 | 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 | $100,111 | 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 | 987.678 SHARES OF XLK STOCK | NoncashPropertyDesc |
| Fair Market Value | $100,111 | FairMarketValueAmt |
| Received | 2020-02-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $975 | Amt |
| Net Investment Income | $487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $488 | 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 | $26,361 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & STOCKS | StockNm |
| EOY Book Value | $319,795 | EOYBookValueAmt |
| EOYFMV | $562,919 | 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 | $25,936 |
| REITS | AT COST | $25,547 | $24,737 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRIBUTED STOCK TAX BASIS ADJUSTMENT | $78,861 |
| OTHER TAX BASIS ADJUSTMENT | $4,074 |