STRATEGY STUDIO / PUBLIC DATA EXPLORER

FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-29
IRS object ID
201933029349100603
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-29T09:22:37-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231311005PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOYER & RITTER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1211 HOUSE AVENUEAddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202038720EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEHLING CAMPBELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEHLBusinessNameControlTxt
Phone2157729600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11643 SHERWOOD ROADAddressLine1Txt
CityRYDALCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190461222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2157729600PhoneNum
Signature2019-10-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW S WILDASIN CPAPreparerPersonNm
PTINP00795734PTIN
Phone7177617210PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.201.234.14IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-23IPDt
IP Tm14:17:27IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id501B217634A2F4FD98DBF62133C0BD4A6A47FB4AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$901,835FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$107,776ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$21,703DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,703DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,448NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$414,944GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,448CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$179,927TotalRevAndExpnssAmt
Total Net Invst Incm$72,151TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$487AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$488AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,072TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,047TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$487TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$488TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$133,847TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$487TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$46,080ExcessRevenueOverExpensesAmt
Net Investment Income$71,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,112SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$176,788SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$176,788SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$526,198CorporateStockBOYAmt
Corporate Stock EOY$350,399CorporateStockEOYAmt
Corporate Stock EOYFMV$567,955CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,302CorporateBondsBOYAmt
Corporate Bonds EOY$68,299CorporateBondsEOYAmt
Corporate Bonds EOYFMV$70,254CorporateBondsEOYFMVAmt
Other Investments BOY$147,288OtherInvestmentsBOYAmt
Other Investments EOY$85,431OtherInvestmentsEOYAmt
Other Investments EOYFMV$86,838OtherInvestmentsEOYFMVAmt
Total Assets BOY$715,900TotalAssetsBOYAmt
Total Assets EOY$680,917TotalAssetsEOYAmt
Total Assets EOYFMV$901,835TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$715,900RetainedEarningBOYAmt
Retained Earning EOY$680,917RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$715,900TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$680,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$715,900TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$680,917TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$715,900TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$46,080ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$761,980SubtotalAmt
Other Decreases$81,063OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$680,917TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (99 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtDepreciationDepreciationAmt
25,000 38148JQP92015-04-082018-07-12$24,820$25,000-$180-$180
2.5482 IYK2017-12-272018-07-12$307$324-$17-$17
66.0000 IYK2016-12-162018-07-12$7,940$7,403$537$537
4.3841 IYK2017-03-312018-07-12$527$522$5$5
129.3851 IYK2016-12-162018-07-12$15,566$14,512$1,054$1,054
7.6826 IYK2016-12-292018-07-12$924$853$71$71
2.1743 XLV2018-06-212018-07-12$188$185$3$3
3.8535 XLV2017-12-272018-07-12$334$320$14$14
2,7629 XLV2017-03-282018-07-12$239$205$34$34
173.1228 XLV2002-09-132018-07-12$15,003$4,576$10,427$10,427
106.0865 XLV2017-12-042018-07-13$9,194$8,809$385$385
339.0000 NCAR2018-03-192018-12-14$16,905$17,000-$95-$95
1.1559 XLV2018-09-272018-12-17$102$109-$7-$7
97.8137 XLV2002-09-132018-12-17$8,659$2,585$6,074$6,074
293.9135 XLV2017-12-042018-12-17$26,020$24,406$1,614$1,614
2,1169 XLV2017-09-262018-12-17$187$173$14$14
10.9967 XLK2018-09-272018-12-17$710$826-$116-$116
11.4999 XLK2018-06-212018-12-17$743$826-$83-$83
10.4784 XLK2018-03-222018-12-17$677$702-$25-$25
13.3112 XLK2017-09-262018-12-17$860$775$85$85
14.8295 XLK2017-06-272018-12-17$958$825$133$133
18.8793 XLK2017-03-282018-12-17$1,220$997$223$223
13.8761 XLK2015-09-292018-12-17$896$542$354$354
233.6895 XLK2015-09-232018-12-17$15,097$9,320$5,777$5,777
12.6693 XLK2014-09-302018-12-17$818$504$314$314
13.1759 XLK2014-07-012018-12-17$851$509$342$342
12.3637 XLK2014-04-012018-12-17$799$453$346$346
13.8367 XLK2014-01-022018-12-17$894$490$404$404
14.0358 XLK2013-10-012018-12-17$907$451$456$456
14.1834 XLK2013-07-022018-12-17$916$438$478$478
11.6170 XLK2013-03-262018-12-17$750$351$399$399
28.8642 XLK2013-03-042018-12-17$1,865$856$1,009$1,009
8.9440 XLK2012-10-042018-12-17$578$276$302$302
6.7494 XLK2012-03-292018-12-17$436$204$232$232
1,517.4900 MCIFX2018-01-292019-01-07$17,786$20,000-$2,214-$2,214
6.4420 MCIFX2018-03-152019-01-07$193$213-$20-$20
11.1110 MCIFX2017-12-272019-01-07$130$144-$14-$14
14.7760 MCIFX2017-12-272019-01-07$173$191-$18-$18
0.5330 MCIFX2017-12-272019-01-07$6$7-$1-$1
9.2320 MCIFX2017-09-182019-01-07$108$119-$11-$11
36.8180 MCIFX2018-06-182019-01-07$432$475-$43-$43
3.4080 MCIFX2018-09-262019-01-07$40$44-$4-$4
10.2790 MCIFX2017-06-152019-01-07$120$132-$12-$12
8.4800 MCIFX2016-12-292019-01-07$99$108-$9-$9
6.6450 MCIFX2017-03-152019-01-07$78$85-$7-$7
5.3060 MCIFX2016-09-152019-01-07$62$65-$3-$3
905.4800 MCIFX2016-07-012019-01-07$10,613$11,082-$469-$469
26.0550 MCIFX2018-12-262019-01-07$305$301$4$4
19.5910 MCIFX2018-12-262019-01-07$230$226$4$4
25.6590 MCIFX2018-12-262019-01-07$301$296$5$5
4.3214 IWV2018-10-032019-06-20$745$747-$2-$2
3.6461 IWV2017-12-042019-06-20$629$574$55$55
3.7403 IWV2017-12-042019-06-20$645$589$56$56
4.0288 IWV2017-12-292019-06-20$695$640$55$55
84.2634 IWV2017-12-042019-06-20$14,535$13,263$1,272$1,272
100.0000 IWV2017-12-042019-06-20$17,252$15,740$1,512$1,512
300.0000 IWV2017-12-042019-06-20$51,754$47,221$4,533$4,533
97.0000 IWV2017-12-042019-06-20$16,734$15,268$1,466$1,466
2.4168 IYK2009-07-012019-06-20$295$115$180$180
2.7916 IYK2018-03-292019-06-20$341$331$10$10
1.5870 IYK2009-07-012019-06-20$194$75$119$119
3.9695 IYK2003-12-112019-06-20$485$188$297$297
1.9910 IYK2009-07-012019-06-20$243$95$148$148
0.3147 IYK2003-12-112020-06-20$38$15$23$23
1.9545 IYK2008-09-192019-06-20$239$119$120$120
2.1970 IYK2007-03-302019-06-20$268$133$135$135
2,9860 IYK2006-12-282019-06-20$365$179$186$186
4.4200 IYK2010-09-302019-06-20$540$264$276$276
4.6830 IYK2010-04-012019-06-20$572$279$293$293
4.9290 IYK2008-10-012019-06-20$602$283$319$319
2.1110 IYK2006-10-032019-06-20$258$119$139$139
6.8210 IYK2009-12-312019-06-20$833$383$450$450
1.7000 IYK2008-07-012019-06-20$208$94$114$114
2.0410 IYK2006-03-312019-06-20$249$111$138$138
1.7040 IYK2004-12-312019-06-20$208$91$117$117
2.1260 IYK2005-12-302019-06-20$260$114$146$146
1.8780 IYK2005-09-302019-06-20$229$100$129$129
6.2020 IYK2010-07-012019-06-20$758$331$427$427
2.3930 IYK2006-06-292019-06-20$292$127$165$165
1.7150 IYK2005-03-312019-06-20$210$91$119$119
4.7050 IYK2009-09-292019-06-20$575$248$327$327
1.8790 IYK2005-06-272019-06-20$230$98$132$132
1.5210 IYK2004-07-022019-06-20$186$79$107$107
1.4150 IYK2004-04-022019-06-20$173$73$100$100
1.8860 IYK2004-09-302019-06-20$230$91$139$139
1.6377 IYK2003-12-242019-06-20$200$79$121$121
2.3040 IYK2003-12-242019-06-20$281$111$170$170
3.4580 IYK2009-07-012019-06-20$422$164$258$258
0.2632 IYK2009-07-012019-06-20$32$13$19$19
1.1883 XLV2002-09-132019-06-20$111$31$80$80
1.4086 XLV2002-09-132019-06-20$132$37$95$95
2.1105 XLV2018-03-222019-06-20$197$174$23$23
102.22926 XLV2002-09-132019-06-20$9,565$2,704$6,861$6,861
12.0000 MDY2015-06-032019-06-20$4,234$3,360$874$874
15,000 037833AK62019-03-052019-06-20$15,134$14,740$394$394
20,000 02586THS62015-06-182019-03-18$20,000$21,416$0$0$1,416
25,000 38148JQP92015-04-082019-04-15$25,000$25,000$0$0$0
25,000 38143ARX52015-06-182019-05-09$25,000$25,087$0$0$87
15,000 89837LAA3- TRUSTEES OF PRINCETON2012-05-172019-03-01$15,000$17,895$0$0$2,895
FieldValueIRS element (for citing)
Capital Gain Net Income$50,448CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$115,568AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$804,304NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.143687DistributionYr1Rt
Adjusted Qlfy Distri Yr2$31,763AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$716,396NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044337DistributionYr2Rt
Adjusted Qlfy Distri Yr3$84,745AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$699,897NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.121082DistributionYr3Rt
Adjusted Qlfy Distri Yr4$83,311AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$765,915NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.108773DistributionYr4Rt
Adjusted Qlfy Distri Yr5$975AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$692,673NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.001408DistributionYr5Rt
Total Distribution0.419287TotalDistributionRt
Average Distribution0.083857AverageDistributionRt
Net Vl Noncharitable Assets$824,165NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$69,112AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$717NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,829AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$131,288QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$717InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$717SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$717TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$443OverpaymentAmt
Applied To ES Tax$443AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID A GWEN F CAMPBELLIndividualWithBooksNm
Phone2157729600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11643 SHERWOOD ROADAddressLine1Txt
CityRYDALCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190461222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID A CAMPBELL
1643 SHERWOOD ROADRYDALPA190461222PRESIDENT1.00$0$0$0
GWEN F CAMPBELL
1643 SHERWOOD ROADRYDALPA190461222VICE PRESIDENT/TREASURER/S1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$829,334AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,382AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$836,716TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$836,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,551CashDeemedCharitableAmt
Net Vl Noncharitable Assets$824,165NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,208MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,208MinimumInvestmentReturnAmt
Tax Based On Investment Income$717TaxBasedOnInvestmentIncomeAmt
Total Tax$717TotalTaxAmt
Distributable Before Adj$40,491DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,491DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,491DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,288ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$131,288QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$717PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$130,571AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,491DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$41,906ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$50,260ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$77,737ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$169,903TotalExcessDistributionCyovAmt
Qualifying Distributions$131,288QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,491AppliedToCurrentYearAmt
Remaining Distri From Corpus$90,797RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$260,700TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$260,700ExcessDistriCyovToNextYrAmt
Excess From Year4$41,906ExcessFromYear4Amt
Excess From Year3$50,260ExcessFromYear3Amt
Excess From Year1$77,737ExcessFromYear1Amt
Excess From Current Year$90,797ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID A CAMPBELLContributingManagerNm
Contributing ManagerGWEN F CAMPBELLContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID A GWEN F CAMPBELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11643 SHERWOOD ROADAddressLine1Txt
CityRYDALCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190461222ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2157729600RecipientPhoneNum
Form And Info And MaterialsTYPED, DETAILED ANALYSIS OF PROPOSED USE OF CONTRIBUTION, ANALYSIS OF HISTORIC USE OF CONTRIBUTIONS AND A DETAILED HISTORY OF CHARITABLE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesCURRENT YEAR CONTRIBUTION APPLICATION MUST BE RECEIVED BY FEBRUARY 28THSubmissionDeadlinesTxt
Restrictions On AwardsQUALIFIED 501(C)(3) PUBLIC CHARITY WHICH IS NOT A TYPE III SUPPORTING ORGANIZATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABINGTON FRIENDS SCHOOL
575 WASHINGTON LANEJENKINTOWNPA19046PCTO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION$100,000
AFS FOURTH CENTURY LEAGUE
575 WASHINGTON LANEJENKINTOWNPA19046PCTO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION$15,000
YOUTH WITH A MISSION
1101 BAY BLVD SUITE CCHULA VISTACA91911PCTO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION$15,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,703ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,448ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$72,151ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,151TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID A AND GWEN F CAMPBELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11643 SHERWOOD ROADAddressLine1Txt
CityRYDALCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Total Contributions$107,776TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,110 SHARES OF XLK STOCK414 SHARES OF XLV STOCKNoncashPropertyDesc
Fair Market Value$107,776FairMarketValueAmt
Received2018-12-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$975Amt
Net Investment Income$487NetInvestmentIncomeAmt
Disbursements Charitable Prps$488DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$68,299EOYBookValueAmt
EOYFMV$70,254EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDS & STOCKSStockNm
EOY Book Value$350,399EOYBookValueAmt
EOYFMV$567,955EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CERTIFICATES OF DEPOSITAT COST$59,884$59,307
REITSAT COST$25,547$27,531

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX BASIS ADJUSTMENTDesc
Amt$81,063Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED PAYMENTS$872$0$0
TAXES$1,200$0$0