FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-02-18
IRS object ID: 201900499349100700
Schema version: 2017v2.3
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 Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-02-18T10:14:41-06:00	ReturnTs
Tax Period End	2018-06-30	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	2017-07-01	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	2018-12-14	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	2018-12-14	IPDt
IP Tm	14:13:04	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D82C43513BB9BAD425A05F15FC72C34E291FCE19	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$871,101	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	$152,986	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$20,772	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$20,772	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$99,286	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$281,431	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$99,286	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$273,044	TotalRevAndExpnssAmt
Total Net Invst Incm	$120,058	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	$1,520	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$760	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$760	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$62	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$62	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$360	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,942	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$822	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$760	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$116,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$116,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$117,942	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$822	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$116,760	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$155,102	ExcessRevenueOverExpensesAmt
Net Investment Income	$119,236	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,461	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$27,112	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$27,112	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$426,637	CorporateStockBOYAmt
Corporate Stock EOY	$526,198	CorporateStockEOYAmt
Corporate Stock EOYFMV	$683,052	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$31,495	CorporateBondsBOYAmt
Corporate Bonds EOY	$15,302	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$15,481	CorporateBondsEOYFMVAmt
Other Investments BOY	$150,706	OtherInvestmentsBOYAmt
Other Investments EOY	$147,288	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$145,456	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$611,299	TotalAssetsBOYAmt
Total Assets EOY	$715,900	TotalAssetsEOYAmt
Total Assets EOYFMV	$871,101	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$611,299	RetainedEarningBOYAmt
Retained Earning EOY	$715,900	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$611,299	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$715,900	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$611,299	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$715,900	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$611,299	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$155,102	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$766,401	SubtotalAmt
Other Decreases	$50,501	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$715,900	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	DepreciationDepreciationAmt
31.0000 MDY	2015-06-03	2017-08-02	$9,912	$8,680	$1,232	$1,232
17.0620 HAIN.X	2013-12-17	2018-01-11	$1,195	$1,154	$41	$41
25.7330 HAIN.X	2007-12-19	2018-01-11	$1,803	$1,777	$26	$26
10.1430 HAIN.X	2007-12-19	2018-01-11	$711	$700	$11	$11
3.3120 HAIN.X	2007-12-19	2018-01-11	$232	$229	$3	$3
20,0000 40434AKQ1	2014-06-03	2017-12-18	$20,000	$20,000	$0	$0
52.6499 IWV	2008-12-03	2017-12-12	$8,301	$2,547	$5,754	$5,754
100.0000 IWV	2008-12-03	2017-12-12	$15,767	$4,839	$10,928	$10,928
28.1833 IWV	2008-12-03	2017-12-12	$4,444	$1,363	$3,081	$3,081
1.5662 IWV	2015-10-02	2017-12-12	$247	$177	$70	$70
2.0608 IWV	2016-01-04	2017-12-12	$325	$243	$82	$82
0.3920 IWV	2016-01-06	2017-12-12	$62	$46	$16	$16
1.7870 IWV	2016-03-31	2017-12-12	$282	$216	$66	$66
1.9207 IWV	2016-07-13	2017-12-12	$303	$244	$59	$59
1.4401 IWV	2016-10-03	2017-12-12	$227	$184	$43	$43
3.5076 IYK	2012-12-06	2017-12-12	$441	$266	$175	$175
78.4725 IYK	2016-12-16	2017-12-12	$9,862	$8,801	$1,061	$1,061
4.3841 IYK	2012-12-06	2017-12-12	$551	$333	$218	$218
38.4750 HAIN.X	2017-12-18	2018-01-11	$2,696	$2,582	$114	$114
15.9200 HAIN.X	2017-12-18	2018-01-11	$1,115	$1,069	$46	$46
16.9980 HAIN.X	2014-12-18	2018-01-11	$1,191	$1,119	$72	$72
15.5040 HAIN.X	2012-12-17	2018-01-11	$1,086	$950	$136	$136
134.0000 COP	2004-12-30	2018-06-08	$9,255	$5,099	$4,156	$4,156
17.0000 COP	2005-12-29	2018-06-08	$1,174	$748	$426	$426
120.0000 XOM	2004-12-30	2018-06-08	$9,967	$6,124	$3,843	$3,843
37.0000 XOM	2006-12-28	2018-06-08	$3,073	$2,861	$212	$212
387.7185 XLV	2002-09-13	2018-01-25	$34,619	$10,247	$24,372	$24,372
2.2815 XLV	2016-12-28	2018-01-25	$293	$228	$65	$65
13.9900 HAIN.X	2008-12-19	2018-01-11	$980	$546	$434	$434
601.3460 HAIN.X	2004-12-30	2018-01-11	$42,134	$25,713	$16,421	$16,421
2.8842 IYK	2016-12-16	2017-12-12	$362	$323	$39	$39
15.0620 HAIN.X	2005-12-20	2018-01-11	$1,055	$734	$321	$321
19.1380 HAIN.X	2011-12-16	2018-01-11	$1,341	$970	$371	$371
9.4470 HAIN.X	2009-12-18	2018-01-11	$662	$505	$157	$157
16.8780 HAIN.X	2016-12-19	2018-01-11	$1,183	$982	$201	$201
14.7640 HAIN.X	2015-12-17	2018-01-11	$1,034	$871	$163	$163
24.2080 HAIN.X	2015-12-17	2018-01-11	$1,696	$1,428	$268	$268
10.7020 HAIN.X	2010-12-17	2018-01-11	$750	$633	$117	$117
15.0580 HAIN.X	2006-12-19	2018-01-11	$1,055	$919	$136	$136
19.4250 HAIN.X	2006-12-19	2018-01-11	$1,361	$1,186	$175	$175
12.7180 HAIN.X	2005-12-20	2018-01-11	$891	$620	$271	$271
365.0000 NHYDY	2004-12-30	2018-06-08	$2,408	$4,274	-$1,866	-$1,866
3.7748 IYK	2016-12-16	2017-12-12	$474	$423	$51	$51
1,753.2290 VWEAX	2015-03-31	2017-11-24	$10,348	$10,543	-$195	-$195
41.3340 VWEAX	2016-08-31	2017-08-02	$247	$242	$5	$5
41.4920 VWEAX	2016-09-30	2017-08-02	$248	$244	$4	$4
43.7430 VWEAX	2017-07-31	2017-08-02	$261	$262	-$1	-$1
40.2860 VWEAX	2016-01-29	2017-08-02	$241	$220	$21	$21
40.5000 VWEAX	2016-02-29	2017-08-02	$242	$221	$21	$21
45.4480 VWEAX	2015-12-31	2017-08-02	$271	$252	$19	$19
28.5190 VWEAX	2016-06-30	2017-08-02	$170	$163	$7	$7
40.7480 VWEAX	2015-10-30	2017-08-02	$243	$236	$7	$7
40.5700 VWEAX	2015-08-31	2017-08-02	$242	$236	$6	$6
39.7220 VWEAX	2015-07-31	2017-08-02	$237	$234	$3	$3
37.9760 VWEAX	2015-06-30	2017-08-02	$227	$224	$3	$3
23.4830 VWEAX	2015-01-30	2017-08-02	$140	$140	$0	$0
7.0980 VWEAX	2015-03-31	2017-08-02	$42	$43	-$1	-$1
1,037.0490 VWEAX	2015-03-31	2017-08-02	$6,193	$6,236	-$43	-$43
39.2670 VWEAX	2015-05-29	2017-08-02	$235	$236	-$1	-$1
22.6390 VWEAX	2014-07-31	2017-08-02	$135	$137	-$2	-$2
19.3900 VWEAX	2014-06-30	2017-08-02	$116	$119	-$3	-$3
42.5170 VWEAX	2016-10-31	2017-08-02	$254	$249	$5	$5
65.9768 IYK	2012-12-06	2017-12-12	$8,291	$5,006	$3,285	$3,285
2.8838 XLV	2017-06-27	2017-08-02	$229	$231	-$2	-$2
72.0434 XLV	2002-09-13	2017-08-02	$5,722	$1,904	$3,818	$3,818
38.8700 VWEAX	2017-02-28	2017-11-13	$229	$230	-$1	-$1
42.3490 VWEAX	2017-04-28	2017-11-13	$250	$251	-$1	-$1
43.5320 VWEAX	2017-05-31	2017-11-13	$257	$259	-$2	-$2
42.8200 VWEAX	2017-06-30	2017-11-13	$253	$255	-$2	-$2
36.7910 VWEAX	2017-08-31	2017-11-13	$217	$220	-$3	-$3
35.0020 VWEAX	2017-09-29	2017-11-13	$207	$210	-$3	-$3
34.4340 VWEAX	2017-10-31	2017-11-13	$203	$206	-$3	-$3
2.7629 XLV	2002-09-13	2017-08-02	$219	$73	$146	$146
4.8831 IYK	2012-12-06	2017-11-13	$585	$370	$215	$215
1.2327 IYK	2016-10-03	2017-11-13	$148	$140	$8	$8
19.6863 XLV	2002-09-13	2017-08-02	$1,564	$520	$1,044	$1,044
2.7629 XLV	2002-09-13	2017-08-02	$219	$73	$146	$146
119.0277 IYK	2012-12-06	2017-08-02	$14,392	$9,031	$5,361	$5,361
3.7748 IYK	2017-07-03	2017-08-02	$456	$462	-$6	-$6
1.1975 IYK	2016-06-28	2017-08-02	$145	$132	$13	$13
84.5792 XLV	2002-09-13	2017-08-02	$6,717	$2,235	$4,482	$4,482
3.2815 XLV	2002-09-13	2017-08-02	$261	$87	$174	$174
2.8842 IYK	2017-10-02	2017-11-13	$345	$349	-$4	-$4
314.0000 EQNR	1998-12-15	2018-06-08	$8,428	$1,484	$6,944	$6,944
37.6680 VWEAX	2015-04-30	2017-08-02	$225	$227	-$2	-$2
15,000 9112747 - TRUSTEES OF PRINCETON	2012-05-17	2018-05-24	$15,257	$17,895	$257	$257	$2,895

Field	Value	IRS element (for citing)
Capital Gain Net Income	$99,286	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$31,763	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$716,396	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.044337	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$84,745	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$699,897	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.121082	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$83,311	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$765,915	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.108773	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$975	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$692,673	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.001408	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$10,975	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$573,878	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.019124	DistributionYr5Rt
Total Distribution	0.294724	TotalDistributionRt
Average Distribution	0.058945	AverageDistributionRt
Net Vl Noncharitable Assets	$804,304	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$47,410	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,192	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$48,602	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$116,760	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	$1,192	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,192	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,192	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$320	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$1,200	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,520	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$328	OverpaymentAmt
Applied To ES Tax	$328	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DAVID A GWEN F CAMPBELL	IndividualWithBooksNm
Phone	2157729600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1643 SHERWOOD ROAD	AddressLine1Txt
City	RYDAL	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190461222	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

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	$805,161	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$11,391	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$816,552	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$816,552	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$12,248	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$804,304	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$40,215	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$40,215	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,192	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,192	TotalTaxAmt
Distributable Before Adj	$39,023	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$39,023	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$39,023	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$116,760	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$116,760	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,192	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$115,568	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$39,023	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$41,906	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$50,260	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$92,166	TotalExcessDistributionCyovAmt
Qualifying Distributions	$116,760	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$39,023	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$77,737	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$169,903	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$169,903	ExcessDistriCyovToNextYrAmt
Excess From Year3	$41,906	ExcessFromYear3Amt
Excess From Year2	$50,260	ExcessFromYear2Amt
Excess From Current Year	$77,737	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	$110,000
THE MEADOWBROOK SCHOOL
1641 HAMPTON RD	MEADOWBROOK	PA	19046	PC	TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION	$5,000
COMMONWEALTH YOUTHCHOIRS
35 WEST CHELTEN AVENUE	PHILADELPHIA	PA	19144	PC	TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$116,000	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	$20,772	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$99,286	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$120,058	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$120,058	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	$152,986	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	767 SHARES OF IWV STOCK400 SHARES OF XLV STOCK	NoncashPropertyDesc
Fair Market Value	$152,986	FairMarketValueAmt
Received	2017-12-04	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$1,520	Amt
Net Investment Income	$760	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$760	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$15,302	EOYBookValueAmt
EOYFMV	$15,481	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MUTUAL FUNDS & STOCKS	StockNm
EOY Book Value	$526,198	EOYBookValueAmt
EOYFMV	$683,052	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	$130,299	$128,107
REITS	AT COST	$16,989	$17,349

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	TAX BASIS ADJUSTMENT	Desc
Amt	$50,501	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$62	Amt
Net Investment Income	$62	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED PAYMENTS	$320	$0	$0
TAXES	$40	$0	$0