CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL FAMILY FOUNDATION (EIN 13-4149591)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349101721
- 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
- 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 | 2018-11-13T14:52:48-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-09 | 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 | 06391520183175000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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 | $7,283,876 | 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 | $662,561 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $685 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $685 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $931,373 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,074 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $139 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,103,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $432,456 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $37,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,298 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $23,043 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,043 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,574 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $855,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $855,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $950,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $909,717 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $152,385 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $395,133 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $229,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,597 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,371,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,740,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,962,165 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $291,756 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $239,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $257,114 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,892,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,045,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,283,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,892,947 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,045,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,892,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,045,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,892,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,045,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,892,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $152,385 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,045,332 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,045,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $931,373 | GrossSalesPriceAmt |
| Cost Or Other Basis | $626,299 | CostOrOtherBasisAmt |
| Gain Or Loss | $305,074 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $305,074 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,074 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $720,107 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,524,050 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $765,629 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,370,002 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $653,954 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,823,682 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $645,203 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,822,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $693,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,663,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090445 | DistributionYr5Rt |
| Total Distribution | 0.470772 | TotalDistributionRt |
| Average Distribution | 0.094154 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,485,370 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $610,624 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,951 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $614,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $909,717 | 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 | $3,951 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,951 | SubtotalAmt |
| Tax Based On Investment Income | $3,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,149 | OverpaymentAmt |
| Applied To ES Tax | $4,149 | AppliedToESTaxAmt |
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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 | member, 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 | member, 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 | $6,166,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $257,114 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,584,132 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,584,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,485,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,951 | TotalTaxAmt |
| Distributable Before Adj | $320,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $320,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $320,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $909,717 | 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 | $909,717 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,951 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $905,766 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,318 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $313,629 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,793 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $279,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $393,849 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $395,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,645,409 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $909,717 | QualifyingDistributionsAmt |
| Applied To Current Year | $320,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $589,399 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,234,808 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $313,629 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,921,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,793 | ExcessFromYear4Amt |
| Excess From Year3 | $279,770 | ExcessFromYear3Amt |
| Excess From Year2 | $393,849 | ExcessFromYear2Amt |
| Excess From Year1 | $395,368 | ExcessFromYear1Amt |
| Excess From Current Year | $589,399 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS FUND HOUSING DEVELOPMENT CORPORATION | |||||||
| 729 7TH AVE STE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | general and unrestricted | $1,500 |
| BAY STREET THEATRE FESTIVAL INC | |||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | General & Unrestricted | $47,500 |
| BAY STREET THEATRE FESTIVAL INC | |||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | Summer 2017 special programming | $25,000 |
| BRIDGE HAMPTON HISTORICAL SOCIETY | |||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $1,000 |
| BRIDGEHAMPTON VILLAGE IMPROVEMENT SOCIETY INC | |||||||
| PO BOX 872 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $350 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $140,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | KH7 Program | $100,000 |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $32,050 |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | Oslo Project | $5,000 |
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $25,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES ARCHDIOCESE | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $9,200 |
| END FUND INC | |||||||
| 2 PARK AVE 18TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $259,000 |
| END FUND INC | |||||||
| 2 PARK AVE 18TH FL | NEW YORK | NY | 10016 | N/A | PC | African Philanthropy Forum | $6,500 |
| END FUND INC | |||||||
| 2 PARK AVE 18TH FL | NEW YORK | NY | 10016 | N/A | PC | Race to See the End project | $15,000 |
| GLOBAL IMPACT | |||||||
| 1199 N FAIRFAX ST STE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | Cordaid Program | $10,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | General & Unrestricted | $3,000 |
| LETS GET READY INC | |||||||
| 50 BROADWAY 25TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $2,000 |
| MARYMOUNT SCHOOL OF NEW YORK | |||||||
| 1026 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | Annual Fund | $5,000 |
| MARYMOUNT SCHOOL OF NEW YORK | |||||||
| 1026 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | Marymount Building on a Tradition of Excellence Campaign | $100,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | 2017 Strategic Initiatives Fund | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Challenge Grant Goal fund | $5,000 |
| NEW YORK ACADEMY OF ART | |||||||
| 111 FRANKLIN ST | NEW YORK | NY | 10013 | N/A | PC | Charitable Event | $3,000 |
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $10,000 |
| PROJECT CITIZENSHIP INC | |||||||
| 4 FANEUIL S MARKET BLDG 3R | BOSTON | MA | 02109 | 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 |
| TREE MUSKETEERS | |||||||
| 305 RICHMOND ST | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $3,000 |
| 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 | $855,100 | 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 | $685 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,558 | 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 | $305,074 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $102 |
| Federal Tax Refund | 01 | $8,008 |
| BANK CHARGE REFUND | 14 | $37 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $440,464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,464 | 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 |
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 | Campbell William I | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 Little Noyac Path | AddressLine1Txt |
| City | Watermill | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $662,561 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | JP MORGAN CHASE 3374 sh. | $362,705 | 2017-12-28 |
| 1 | APPLE INC 1720 sh. | $299,856 | 2017-12-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN PLC | $130,846 | $70,830 |
| ALPHABET INC CL A | $4,233 | $10,534 |
| ALPHABET INC CL C | $12,573 | $28,253 |
| AMAZON COM | $73,356 | $136,828 |
| APPLE INC | $311,135 | $334,229 |
| BLACKROCK GLOBAL LONG/SHORT CR | $211,902 | $209,163 |
| CELGENE CORP | $121,246 | $110,309 |
| CHUBB LIMITED | $5,404 | $11,837 |
| CITIGROUP INC | $142,144 | $199,047 |
| COSTCO WHOLESALE CORPORATION | $143,496 | $190,587 |
| CVS CAREMARK CORP | $109,298 | $76,125 |
| DOUBLELINE TOTAL RETURN BOND | $603,071 | $588,812 |
| FACEBOOK INC | $103,573 | $176,460 |
| HALLIBURTON COMPANY | $130,805 | $152,768 |
| HOME DEPOT INC | $5,297 | $21,038 |
| HONEYWELL INTL | $8,381 | $21,930 |
| ISHARES TRUST MSCI EAFE INDEX | $302,223 | $321,949 |
| ISHARES TRUST RUSSELL MIDCAP I | $296,433 | $520,324 |
| JP MORGAN CHASE | $362,705 | $360,816 |
| MASTERCARD INC | $126,888 | $215,991 |
| MICROSOFT CORP | $12,421 | $33,190 |
| MORGAN STANLEY | $123,028 | $172,994 |
| PFIZER INC | $142,351 | $152,414 |
| PHILLIPS 66 | $86,887 | $107,219 |
| ROBECO BOSTON PARTNERS LONG SH | $311,145 | $340,383 |
| SKECHERS U S A INC CL A | $140,440 | $189,200 |
| SPDR S&P 500 ETF TRUST | $915,821 | $1,334,299 |
| SPDR S&P EMERGING MARKETS SMAL | $185,382 | $190,060 |
| TJX COMPANIES INC | $140,160 | $157,966 |
| TWENTY FIRST CENTURY FOX COMPA | $103,866 | $109,771 |
| UNITED TECHNOLOGIES CORP | $7,721 | $12,757 |
| UNITEDHEALTH GROUP INC | $8,412 | $28,660 |
| VANGUARD FTSE EMERGING MARKETS | $123,795 | $126,482 |
| VANGUARD SF REIT ETF | $234,445 | $248,940 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AG OPPORTUNISTIC WHOLE LOAN SE | $161,576 | $189,129 |
| HIGHBRIDGE MEZZANINE PARTNERS | $78,276 | $67,985 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $31,549 | $31,549 | |
| K-1 Exp AG OPPORTUNISTIC WHOLE | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $102 | $102 |
| Federal Tax Refund | $8,008 | |
| bank charge refund | $37 | $37 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $37,298 | Amt |
| Net Investment Income | $37,298 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2017 | CategoryTxt |
| Amt | $3,600 | Amt |