CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL FAMILY FOUNDATION (EIN 13-4149591)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201943119349100049
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T13:55:28-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM I CAMPBELL | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520193115000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,999,762 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,209 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $878,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $334,237 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,380 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,380 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $408,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $477,099 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $38,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,855 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $859,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $859,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $940,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $892,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$532,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $438,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,295 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,740,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,163,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,633,459 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $239,852 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $145,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $162,008 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,045,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,512,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,999,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,045,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,512,726 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,045,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,512,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,045,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,512,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,045,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$532,606 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,512,726 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,512,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $878,622 | $550,296 | $328,326 | $328,326 |
| Passthrough K1 Capital Gain/(Loss) | $5,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $334,237 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $905,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,485,370 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.139663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $720,107 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,524,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $765,629 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,370,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $653,954 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,823,682 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $645,203 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,822,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082479 | DistributionYr5Rt |
| Total Distribution | 0.51999 | TotalDistributionRt |
| Average Distribution | 0.103998 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,766,521 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $703,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,382 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $708,087 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $892,250 | 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 | $4,382 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,382 | SubtotalAmt |
| Tax Based On Investment Income | $4,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,949 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,949 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,567 | OverpaymentAmt |
| Applied To ES Tax | $4,400 | AppliedToESTaxAmt |
| Refund | $1,167 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Sarah Campbell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| William I Campbell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 10.0 | $0 | $0 | $0 |
| Christine Wachter-Campbell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Nora Wood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,552,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $162,008 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,869,564 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,869,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,766,521 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,382 | TotalTaxAmt |
| Distributable Before Adj | $333,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $333,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $333,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $892,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $892,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,382 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $887,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $333,944 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $262,793 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $279,770 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $393,849 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $395,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $589,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,921,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $892,250 | QualifyingDistributionsAmt |
| Applied To Current Year | $333,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $558,306 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,479,485 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $262,793 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,216,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $279,770 | ExcessFromYear4Amt |
| Excess From Year3 | $393,849 | ExcessFromYear3Amt |
| Excess From Year2 | $395,368 | ExcessFromYear2Amt |
| Excess From Year1 | $589,399 | ExcessFromYear1Amt |
| Excess From Current Year | $558,306 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christine Wachter-Campbell | ContributingManagerNm |
| Contributing Manager | William I Campbell | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A WALK ON WATER INC | |||||||||||
| 526 VICTORIA AVE | VENICE | CA | 90291 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 | ||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||||||
| 633 3RD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,000 | ||||
| BAY STREET THEATRE FESTIVAL INC | |||||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | General & Unrestricted | $48,000 | ||||
| BAY STREET THEATRE FESTIVAL INC | |||||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | Literature Live Campaign | $10,000 | ||||
| BOYS & GIRLS CLUB OF HARLEM INC | |||||||||||
| 521 W 145TH ST | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $1,200 | ||||
| BRIDGE HAMPTON HISTORICAL SOCIETY | |||||||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $4,000 | ||||
| BRIDGEHAMPTON CHILD CARE & RECREATIONAL CENTER INC | |||||||||||
| PO BOX 1197 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | Jazz for Jennings Program | $2,500 | ||||
| BRIDGEHAMPTON VOLUNTEER FIRE DEPARTMENT | |||||||||||
| PO BOX 1280 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $500 | ||||
| BROOKLYN ACADEMY OF MUSIC INC | |||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $100,000 | ||||
| BROOKLYN ACADEMY OF MUSIC INC | |||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | Joseph V. Melillo Fund for Artistic Innovation | $125,000 | ||||
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $48,000 | ||||
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | Artist in Residency and Education Program | $10,000 | ||||
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | Artist in Residency and Education Program | $28,900 | ||||
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | Residence Project | $100,000 | ||||
| CENTRAL PARK CONSERVANCY INC | |||||||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $9,200 | ||||
| COMMUNITY OF UNITY INC | |||||||||||
| 601 W 26TH ST RM 325 59 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 | ||||
| COVENANT HOUSE | |||||||||||
| 5 PENN PLZ | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 | ||||
| EDUCATIONAL ALLIANCE INC | |||||||||||
| 197 E BROADWAY | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $2,500 | ||||
| END FUND INC | |||||||||||
| 2 PARK AVE 18TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $256,000 | ||||
| END FUND INC | |||||||||||
| 2 PARK AVE 18TH FL | NEW YORK | NY | 10016 | N/A | PC | Rwanda initiative | $30,000 | ||||
| GEORGE JACKSON ACADEMY | |||||||||||
| 104 SAINT MARKS PL | NEW YORK | NY | 10009 | N/A | PC | General & Unrestricted | $1,500 | ||||
| GLOBAL IMPACT | |||||||||||
| 1199 N FAIRFAX ST STE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | Cordaid Fund | $5,000 | ||||
| LONGHOUSE RESERVE | |||||||||||
| 133 HANDS CREEK RD | EAST HAMPTON | NY | 11937 | N/A | PC | General & Unrestricted | $5,000 | ||||
| MADISON SQUARE PARK CONSERVANCY INC | |||||||||||
| 11 MADISON AVE | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $2,100 | ||||
| MARYMOUNT SCHOOL OF NEW YORK | |||||||||||
| 1026 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $3,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | 2018 Strategic Initiatives Fund | $1,000 | ||||
| NEW YORK ACADEMY OF ART | |||||||||||
| 111 FRANKLIN ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,752 | ||||
| NEW YORK SHAKESPEARE FESTIVAL | |||||||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $2,500 | ||||
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $5,000 | ||||
| SYNERGOS INSTITUTE INC | |||||||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 | ||||
| THE CHILDRENS AID SOCIETY | |||||||||||
| 711 3RD AVE STE 700 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $3,000 | ||||
| THE FRIENDSHIP CIRCLE OF WASHINGTON | |||||||||||
| 2737 77TH AVE SE STE 101 | MERCER ISLAND | WA | 98040 | N/A | PC | Heroes Campaign | $2,500 | ||||
| UNITED STATES FOUNDATION FOR THE COMMEMORATION OF | |||||||||||
| 701 PENNSYLVANIA AVE NW STE 123 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $1,500 | ||||
| UNIVERSITY OF WESTERN ONTARIO | |||||||||||
| N/A | PC | General & Unrestricted | $3,613 | 1151 RICHMOND ST | LONDON ONTARIO | CA | N6A 3K7 | ||||
| VIA ART FUND INC | |||||||||||
| 83 NEWBURY ST STE 4 | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $859,265 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,209 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $265,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,380 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $408,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $408,044 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN PLC | $130,846 | $57,875 |
| ALPHABET INC CL C | $12,573 | $27,961 |
| AMAZON COM | $73,356 | $175,730 |
| APPLE INC | $280,626 | $283,932 |
| BLACKROCK GLOBAL LONG/SHORT CR | $154,233 | $141,944 |
| CELGENE CORP | $121,246 | $67,743 |
| CITIGROUP INC | $142,144 | $139,261 |
| COSTCO WHOLESALE CORPORATION | $143,496 | $208,599 |
| CVS CAREMARK CORP | $109,298 | $68,796 |
| DOUBLELINE TOTAL RETURN BOND | $458,605 | $441,508 |
| FACEBOOK INC | $103,573 | $131,090 |
| GARRETT MOTION INC | $144 | $173 |
| HALLIBURTON COMPANY | $130,805 | $83,089 |
| HONEYWELL INTL | $7,992 | $18,893 |
| ISHARES TRUST MSCI EAFE INDEX | $302,223 | $269,154 |
| ISHARES TRUST RUSSELL MIDCAP I | $296,433 | $464,800 |
| JP MORGAN CHASE | $322,500 | $292,860 |
| MASTERCARD INC | $122,280 | $245,245 |
| MICROSOFT CORP | $12,421 | $39,409 |
| MORGAN STANLEY | $123,028 | $130,726 |
| PFIZER INC | $142,351 | $183,679 |
| PHILLIPS 66 | $86,887 | $91,319 |
| RESIDEO TECHNOLOGIESINC COM | $232 | $473 |
| ROBECO BOSTON PARTNERS LONG SH | $327,017 | $304,325 |
| SKECHERS U S A INC CL A | $140,440 | $114,450 |
| SPDR S&P 500 ETF TRUST | $620,666 | $799,744 |
| SPDR S&P EMERGING MARKETS SMAL | $185,382 | $149,745 |
| TJX COMPANIES INC | $140,160 | $184,866 |
| TWENTY-FIRST CENTURY FOX CL A | $98,000 | $144,360 |
| UNITED TECHNOLOGIES CORP | $7,721 | $10,648 |
| UNITEDHEALTH GROUP INC | $8,412 | $32,386 |
| VANGUARD FTSE EMERGING MARKETS | $123,795 | $104,966 |
| VANGUARD SF REIT ETF | $234,445 | $223,710 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AG OPPORTUNISTIC WHOLE LOAN SE | $71,530 | $97,671 |
| HIGHBRIDGE MEZZANINE PARTNERS | $73,571 | $64,337 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $32,960 | $32,960 | |
| Bank Charges | $45 | $45 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss AG OPPORTUNISTIC WHOLE LOAN SELECT L. | $14,289 | $14,289 |
| Class Action Lawsuit Proceeds | $91 | $91 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $38,855 | Amt |
| Net Investment Income | $38,855 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $5,800 |
| 990-PF Extension for 2017 | $3,700 |