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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-29T09:22:37-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-10-23 | 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 | 2019-10-23 | IPDt |
| IP Tm | 14:17:27 | IPTm |
| IP Timezone | ED | 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 | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $901,835 | 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 | $107,776 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $414,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $179,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,151 | 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 |
| Taxes Rev And Expnss | $2,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $488 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,788 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $526,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $350,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $567,955 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,302 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $68,299 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $70,254 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $147,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,838 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $715,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $901,835 | 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 | $715,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $680,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $715,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $680,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $715,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $680,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $715,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $761,980 | SubtotalAmt |
| Other Decreases | $81,063 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $680,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (99 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|
| 25,000 38148JQP9 | 2015-04-08 | 2018-07-12 | $24,820 | $25,000 | -$180 | -$180 | |
| 2.5482 IYK | 2017-12-27 | 2018-07-12 | $307 | $324 | -$17 | -$17 | |
| 66.0000 IYK | 2016-12-16 | 2018-07-12 | $7,940 | $7,403 | $537 | $537 | |
| 4.3841 IYK | 2017-03-31 | 2018-07-12 | $527 | $522 | $5 | $5 | |
| 129.3851 IYK | 2016-12-16 | 2018-07-12 | $15,566 | $14,512 | $1,054 | $1,054 | |
| 7.6826 IYK | 2016-12-29 | 2018-07-12 | $924 | $853 | $71 | $71 | |
| 2.1743 XLV | 2018-06-21 | 2018-07-12 | $188 | $185 | $3 | $3 | |
| 3.8535 XLV | 2017-12-27 | 2018-07-12 | $334 | $320 | $14 | $14 | |
| 2,7629 XLV | 2017-03-28 | 2018-07-12 | $239 | $205 | $34 | $34 | |
| 173.1228 XLV | 2002-09-13 | 2018-07-12 | $15,003 | $4,576 | $10,427 | $10,427 | |
| 106.0865 XLV | 2017-12-04 | 2018-07-13 | $9,194 | $8,809 | $385 | $385 | |
| 339.0000 NCAR | 2018-03-19 | 2018-12-14 | $16,905 | $17,000 | -$95 | -$95 | |
| 1.1559 XLV | 2018-09-27 | 2018-12-17 | $102 | $109 | -$7 | -$7 | |
| 97.8137 XLV | 2002-09-13 | 2018-12-17 | $8,659 | $2,585 | $6,074 | $6,074 | |
| 293.9135 XLV | 2017-12-04 | 2018-12-17 | $26,020 | $24,406 | $1,614 | $1,614 | |
| 2,1169 XLV | 2017-09-26 | 2018-12-17 | $187 | $173 | $14 | $14 | |
| 10.9967 XLK | 2018-09-27 | 2018-12-17 | $710 | $826 | -$116 | -$116 | |
| 11.4999 XLK | 2018-06-21 | 2018-12-17 | $743 | $826 | -$83 | -$83 | |
| 10.4784 XLK | 2018-03-22 | 2018-12-17 | $677 | $702 | -$25 | -$25 | |
| 13.3112 XLK | 2017-09-26 | 2018-12-17 | $860 | $775 | $85 | $85 | |
| 14.8295 XLK | 2017-06-27 | 2018-12-17 | $958 | $825 | $133 | $133 | |
| 18.8793 XLK | 2017-03-28 | 2018-12-17 | $1,220 | $997 | $223 | $223 | |
| 13.8761 XLK | 2015-09-29 | 2018-12-17 | $896 | $542 | $354 | $354 | |
| 233.6895 XLK | 2015-09-23 | 2018-12-17 | $15,097 | $9,320 | $5,777 | $5,777 | |
| 12.6693 XLK | 2014-09-30 | 2018-12-17 | $818 | $504 | $314 | $314 | |
| 13.1759 XLK | 2014-07-01 | 2018-12-17 | $851 | $509 | $342 | $342 | |
| 12.3637 XLK | 2014-04-01 | 2018-12-17 | $799 | $453 | $346 | $346 | |
| 13.8367 XLK | 2014-01-02 | 2018-12-17 | $894 | $490 | $404 | $404 | |
| 14.0358 XLK | 2013-10-01 | 2018-12-17 | $907 | $451 | $456 | $456 | |
| 14.1834 XLK | 2013-07-02 | 2018-12-17 | $916 | $438 | $478 | $478 | |
| 11.6170 XLK | 2013-03-26 | 2018-12-17 | $750 | $351 | $399 | $399 | |
| 28.8642 XLK | 2013-03-04 | 2018-12-17 | $1,865 | $856 | $1,009 | $1,009 | |
| 8.9440 XLK | 2012-10-04 | 2018-12-17 | $578 | $276 | $302 | $302 | |
| 6.7494 XLK | 2012-03-29 | 2018-12-17 | $436 | $204 | $232 | $232 | |
| 1,517.4900 MCIFX | 2018-01-29 | 2019-01-07 | $17,786 | $20,000 | -$2,214 | -$2,214 | |
| 6.4420 MCIFX | 2018-03-15 | 2019-01-07 | $193 | $213 | -$20 | -$20 | |
| 11.1110 MCIFX | 2017-12-27 | 2019-01-07 | $130 | $144 | -$14 | -$14 | |
| 14.7760 MCIFX | 2017-12-27 | 2019-01-07 | $173 | $191 | -$18 | -$18 | |
| 0.5330 MCIFX | 2017-12-27 | 2019-01-07 | $6 | $7 | -$1 | -$1 | |
| 9.2320 MCIFX | 2017-09-18 | 2019-01-07 | $108 | $119 | -$11 | -$11 | |
| 36.8180 MCIFX | 2018-06-18 | 2019-01-07 | $432 | $475 | -$43 | -$43 | |
| 3.4080 MCIFX | 2018-09-26 | 2019-01-07 | $40 | $44 | -$4 | -$4 | |
| 10.2790 MCIFX | 2017-06-15 | 2019-01-07 | $120 | $132 | -$12 | -$12 | |
| 8.4800 MCIFX | 2016-12-29 | 2019-01-07 | $99 | $108 | -$9 | -$9 | |
| 6.6450 MCIFX | 2017-03-15 | 2019-01-07 | $78 | $85 | -$7 | -$7 | |
| 5.3060 MCIFX | 2016-09-15 | 2019-01-07 | $62 | $65 | -$3 | -$3 | |
| 905.4800 MCIFX | 2016-07-01 | 2019-01-07 | $10,613 | $11,082 | -$469 | -$469 | |
| 26.0550 MCIFX | 2018-12-26 | 2019-01-07 | $305 | $301 | $4 | $4 | |
| 19.5910 MCIFX | 2018-12-26 | 2019-01-07 | $230 | $226 | $4 | $4 | |
| 25.6590 MCIFX | 2018-12-26 | 2019-01-07 | $301 | $296 | $5 | $5 | |
| 4.3214 IWV | 2018-10-03 | 2019-06-20 | $745 | $747 | -$2 | -$2 | |
| 3.6461 IWV | 2017-12-04 | 2019-06-20 | $629 | $574 | $55 | $55 | |
| 3.7403 IWV | 2017-12-04 | 2019-06-20 | $645 | $589 | $56 | $56 | |
| 4.0288 IWV | 2017-12-29 | 2019-06-20 | $695 | $640 | $55 | $55 | |
| 84.2634 IWV | 2017-12-04 | 2019-06-20 | $14,535 | $13,263 | $1,272 | $1,272 | |
| 100.0000 IWV | 2017-12-04 | 2019-06-20 | $17,252 | $15,740 | $1,512 | $1,512 | |
| 300.0000 IWV | 2017-12-04 | 2019-06-20 | $51,754 | $47,221 | $4,533 | $4,533 | |
| 97.0000 IWV | 2017-12-04 | 2019-06-20 | $16,734 | $15,268 | $1,466 | $1,466 | |
| 2.4168 IYK | 2009-07-01 | 2019-06-20 | $295 | $115 | $180 | $180 | |
| 2.7916 IYK | 2018-03-29 | 2019-06-20 | $341 | $331 | $10 | $10 | |
| 1.5870 IYK | 2009-07-01 | 2019-06-20 | $194 | $75 | $119 | $119 | |
| 3.9695 IYK | 2003-12-11 | 2019-06-20 | $485 | $188 | $297 | $297 | |
| 1.9910 IYK | 2009-07-01 | 2019-06-20 | $243 | $95 | $148 | $148 | |
| 0.3147 IYK | 2003-12-11 | 2020-06-20 | $38 | $15 | $23 | $23 | |
| 1.9545 IYK | 2008-09-19 | 2019-06-20 | $239 | $119 | $120 | $120 | |
| 2.1970 IYK | 2007-03-30 | 2019-06-20 | $268 | $133 | $135 | $135 | |
| 2,9860 IYK | 2006-12-28 | 2019-06-20 | $365 | $179 | $186 | $186 | |
| 4.4200 IYK | 2010-09-30 | 2019-06-20 | $540 | $264 | $276 | $276 | |
| 4.6830 IYK | 2010-04-01 | 2019-06-20 | $572 | $279 | $293 | $293 | |
| 4.9290 IYK | 2008-10-01 | 2019-06-20 | $602 | $283 | $319 | $319 | |
| 2.1110 IYK | 2006-10-03 | 2019-06-20 | $258 | $119 | $139 | $139 | |
| 6.8210 IYK | 2009-12-31 | 2019-06-20 | $833 | $383 | $450 | $450 | |
| 1.7000 IYK | 2008-07-01 | 2019-06-20 | $208 | $94 | $114 | $114 | |
| 2.0410 IYK | 2006-03-31 | 2019-06-20 | $249 | $111 | $138 | $138 | |
| 1.7040 IYK | 2004-12-31 | 2019-06-20 | $208 | $91 | $117 | $117 | |
| 2.1260 IYK | 2005-12-30 | 2019-06-20 | $260 | $114 | $146 | $146 | |
| 1.8780 IYK | 2005-09-30 | 2019-06-20 | $229 | $100 | $129 | $129 | |
| 6.2020 IYK | 2010-07-01 | 2019-06-20 | $758 | $331 | $427 | $427 | |
| 2.3930 IYK | 2006-06-29 | 2019-06-20 | $292 | $127 | $165 | $165 | |
| 1.7150 IYK | 2005-03-31 | 2019-06-20 | $210 | $91 | $119 | $119 | |
| 4.7050 IYK | 2009-09-29 | 2019-06-20 | $575 | $248 | $327 | $327 | |
| 1.8790 IYK | 2005-06-27 | 2019-06-20 | $230 | $98 | $132 | $132 | |
| 1.5210 IYK | 2004-07-02 | 2019-06-20 | $186 | $79 | $107 | $107 | |
| 1.4150 IYK | 2004-04-02 | 2019-06-20 | $173 | $73 | $100 | $100 | |
| 1.8860 IYK | 2004-09-30 | 2019-06-20 | $230 | $91 | $139 | $139 | |
| 1.6377 IYK | 2003-12-24 | 2019-06-20 | $200 | $79 | $121 | $121 | |
| 2.3040 IYK | 2003-12-24 | 2019-06-20 | $281 | $111 | $170 | $170 | |
| 3.4580 IYK | 2009-07-01 | 2019-06-20 | $422 | $164 | $258 | $258 | |
| 0.2632 IYK | 2009-07-01 | 2019-06-20 | $32 | $13 | $19 | $19 | |
| 1.1883 XLV | 2002-09-13 | 2019-06-20 | $111 | $31 | $80 | $80 | |
| 1.4086 XLV | 2002-09-13 | 2019-06-20 | $132 | $37 | $95 | $95 | |
| 2.1105 XLV | 2018-03-22 | 2019-06-20 | $197 | $174 | $23 | $23 | |
| 102.22926 XLV | 2002-09-13 | 2019-06-20 | $9,565 | $2,704 | $6,861 | $6,861 | |
| 12.0000 MDY | 2015-06-03 | 2019-06-20 | $4,234 | $3,360 | $874 | $874 | |
| 15,000 037833AK6 | 2019-03-05 | 2019-06-20 | $15,134 | $14,740 | $394 | $394 | |
| 20,000 02586THS6 | 2015-06-18 | 2019-03-18 | $20,000 | $21,416 | $0 | $0 | $1,416 |
| 25,000 38148JQP9 | 2015-04-08 | 2019-04-15 | $25,000 | $25,000 | $0 | $0 | $0 |
| 25,000 38143ARX5 | 2015-06-18 | 2019-05-09 | $25,000 | $25,087 | $0 | $0 | $87 |
| 15,000 89837LAA3- TRUSTEES OF PRINCETON | 2012-05-17 | 2019-03-01 | $15,000 | $17,895 | $0 | $0 | $2,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,568 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $804,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.143687 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,763 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $716,396 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,745 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $699,897 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121082 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $765,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $692,673 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.001408 | DistributionYr5Rt |
| Total Distribution | 0.419287 | TotalDistributionRt |
| Average Distribution | 0.083857 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $824,165 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $717 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $131,288 | 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 | $717 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $717 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $443 | OverpaymentAmt |
| Applied To ES Tax | $443 | 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 |
| 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 | $829,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $836,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $836,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $824,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $717 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $717 | TotalTaxAmt |
| Distributable Before Adj | $40,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,288 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $131,288 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $717 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,571 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $41,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,260 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $77,737 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $169,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,288 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $260,700 | 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 | $260,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,906 | ExcessFromYear4Amt |
| Excess From Year3 | $50,260 | ExcessFromYear3Amt |
| Excess From Year1 | $77,737 | ExcessFromYear1Amt |
| Excess From Current Year | $90,797 | 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 | $100,000 |
| AFS FOURTH CENTURY LEAGUE | ||||||
| 575 WASHINGTON LANE | JENKINTOWN | PA | 19046 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $15,000 |
| YOUTH WITH A MISSION | ||||||
| 1101 BAY BLVD SUITE C | CHULA VISTA | CA | 91911 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $15,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,800 | 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 | $21,703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,448 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,151 | 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 | $107,776 | 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 | 1,110 SHARES OF XLK STOCK414 SHARES OF XLV STOCK | NoncashPropertyDesc |
| Fair Market Value | $107,776 | FairMarketValueAmt |
| Received | 2018-12-14 | 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 | $68,299 | EOYBookValueAmt |
| EOYFMV | $70,254 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & STOCKS | StockNm |
| EOY Book Value | $350,399 | EOYBookValueAmt |
| EOYFMV | $567,955 | 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 | $59,884 | $59,307 |
| REITS | AT COST | $25,547 | $27,531 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX BASIS ADJUSTMENT | Desc |
| Amt | $81,063 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED PAYMENTS | $872 | $0 | $0 |
| TAXES | $1,200 | $0 | $0 |