FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-31
- IRS object ID
- 202543049349100609
- Schema version
- 2024v5.2
- 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 Govt Obligations Sch
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T08:41:34-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 2025-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S WILDASIN CPA | PreparerPersonNm |
| PTIN | P00795734 | PTIN |
| Phone | 7177617210 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,125,830 | 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 | $201,263 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,476 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $274,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,106 | 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 | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,981 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,034 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $99,858 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,974 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $51,042 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $370,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $474,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $980,274 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,880 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $64,880 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $64,480 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $653,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $619,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,125,830 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $653,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $619,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $619,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $619,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $760,865 | SubtotalAmt |
| Other Decreases | $141,208 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $619,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| 0 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2009-04-02 | 2025-05-16 | $1 | $1 | $1 | |
| 0 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2008-10-02 | 2025-05-16 | $1 | $1 | $1 | |
| 0 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2009-01-02 | 2025-05-16 | $1 | $1 | $1 | |
| 0.01 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2010-12-31 | 2025-05-16 | $2 | $2 | $2 | |
| 0.68 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2003-02-03 | 2025-05-16 | $159 | $149 | $149 | $10 |
| 2.86 IEFA ISHARES CORE MSCI EAFE | 2022-12-20 | 2025-02-06 | $214 | $38 | $38 | $176 |
| 7.32 IEFA ISHARES CORE MSCI EAFE | 2020-06-22 | 2025-02-06 | $547 | $123 | $123 | $424 |
| 9.5 IEFA ISHARES CORE MSCI EAFE | 2024-12-20 | 2025-02-06 | $710 | $48 | $48 | $662 |
| 9.97 IEFA ISHARES CORE MSCI EAFE | 2023-06-14 | 2025-02-06 | $745 | $64 | $64 | $681 |
| 10.47 IEFA ISHARES CORE MSCI EAFE | 2024-06-17 | 2025-02-06 | $783 | $29 | $29 | $754 |
| 11.14 IEFA ISHARES CORE MSCI EAFE | 2019-12-23 | 2025-02-06 | $833 | $108 | $108 | $725 |
| 11.35 IEFA ISHARES CORE MSCI EAFE | 2023-12-28 | 2025-02-06 | $848 | $47 | $47 | $801 |
| 11.86 IEFA ISHARES CORE MSCI EAFE | 2022-06-16 | 2025-02-06 | $886 | $200 | $200 | $686 |
| 4.97 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2009-07-02 | 2025-05-16 | $1,166 | $1,077 | $1,077 | $89 |
| 15.76 IEFA ISHARES CORE MSCI EAFE | 2019-06-24 | 2025-02-06 | $1,178 | $212 | $212 | $966 |
| 29.85 IEFA ISHARES CORE MSCI EAFE | 2020-11-13 | 2025-02-06 | $2,231 | $282 | $282 | $1,949 |
| 25.00 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2009-06-04 | 2024-11-07 | $5,893 | $5,440 | $5,440 | $453 |
| 260.00 VGSH VANGUARD SHORT-TERM TREASURY ETF | 2023-04-12 | 2024-12-18 | $15,127 | -$73 | -$73 | $15,200 |
| 419.00 CALF PACER US SMALL CAP CASH COWS 100 ETF | 2024-03-12 | 2025-05-22 | $16,052 | -$3,813 | -$3,813 | $19,865 |
| 288 IEFA ISHARES CORE MSCI EAFE | 2023-07-18 | 2025-02-06 | $21,519 | $1,552 | $1,552 | $19,967 |
| 25,000.00 91282C US TREASURY 4.625 HLB 06/30/25 4.63% | 2023-07-19 | 2025-06-30 | $25,000 | $0 | $0 | $25,000 |
| 121.94 XLK TECHNOLOGY SELECT SECTOR SPDR ETF | 2009-06-04 | 2025-05-16 | $28,598 | $26,387 | $26,387 | $2,211 |
| 11.27 IEFA ISHARES CORE MSCI EAFE | 2018-12-26 | 2025-02-06 | $842 | $243 | $243 | $599 |
| 25,000.00 91282C US TREASURY 3.250 G1 8/31/24 | 2023-07-19 | 2024-08-31 | $25,000 | $0 | $0 | $25,000 |
| 176.00 IEFA ISHARES CORE MSCI EAFE | 2018-12-17 | 2025-02-06 | $13,151 | $3,183 | $3,183 | $9,968 |
| 23.00 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 2002-09-13 | 2025-01-08 | $9,783 | $7,865 | $7,865 | $1,918 |
| 89.00 CVS CVS HEALTHCORP | 2005-05-18 | 2025-06-13 | $6,000 | $2,310 | $2,310 | $3,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,476 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $987 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $987 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,413 | OverpaymentAmt |
| Applied To ES Tax | $4,413 | 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 | $1,016,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,035,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,035,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,019,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $987 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $987 | TotalTaxAmt |
| Distributable Before Adj | $49,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,991 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,425 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $302,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $283,083 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $476,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,150,702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,256,136 | 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 | $302,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $953,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $283,083 | ExcessFromYear3Amt |
| Excess From Year2 | $88,613 | ExcessFromYear2Amt |
| Excess From Year1 | $476,413 | ExcessFromYear1Amt |
| Excess From Current Year | $105,434 | 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 (5 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 |
| PLEASANTVILLE UNITED CHURCH OF CHRIST | ||||||
| 3424 LIMEKILN PIKE | CHALFONT | PA | 18914 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $16,000 |
| PROVIDENT CHARTER SCHOOL | ||||||
| 1400 TROY HILL ROAD | PITTSBURGH | PA | 15212 | 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 | $17,300 |
| PHOEBE MINISTRIES | ||||||
| 1925 W TURNER STREET | ALLENTOWN | PA | 18104 | PC | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,106 | 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 | $201,263 | 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 | MARKETABLE SECURITIES 1410 SHARES VTSAX | NoncashPropertyDesc |
| Fair Market Value | $201,263 | FairMarketValueAmt |
| Received | 2024-11-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $64,880 | EOYBookValueAmt |
| EOYFMV | $64,480 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & STOCKS | StockNm |
| EOY Book Value | $474,769 | EOYBookValueAmt |
| EOYFMV | $980,274 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,974 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $51,042 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRIBUTED STOCK TAX BASIS ADJUSTMENT | $139,181 |
| OTHER TAX BASIS ADJUSTMENT | $2,027 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $9,320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |