FEHLING CAMPBELL FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FEHLING CAMPBELL FAMILY FOUNDATION INC (EIN 20-2038720)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-14
- IRS object ID
- 201713189349100401
- Schema version
- 2016v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T05:54:33-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 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 | 2016-07-01 | 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 | 2156727200 | 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 | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew Wildasin | 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 | 2017-11-08 | IPDt |
| IP Tm | 14:19:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FCF63CF3118D1E84252CB0C7DAE817D2D271EC97 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $781,199 | 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 | $75,209 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $84,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,744 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $762 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $763 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,296 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,461 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $384,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $426,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $596,777 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,369 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,495 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $32,105 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $116,104 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,706 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $149,856 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $559,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $611,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $781,199 | 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 | $559,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $611,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $559,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $611,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $559,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $611,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $559,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,296 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $611,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $611,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1328.6870 Sh CALAMOS CONVERTIBLE FUND CL I | 2014-06-03 | 2016-07-01 | $18,670 | $22,369 | -$3,699 | -$3,699 |
| 19.7280 Sh CALAMOS CONVERTIBLE FUND CL I | 2015-06-18 | 2016-07-01 | $277 | $321 | -$44 | -$44 |
| 15.8690 Sh CALAMOS CONVERTIBLE FUND CL I | 2015-03-19 | 2016-07-01 | $223 | $258 | -$35 | -$35 |
| 13.6120 Sh CALAMOS CONVERTIBLE FUND CL I | 2014-12-18 | 2016-07-01 | $191 | $216 | -$25 | -$25 |
| 99.969 Sh CALAMOS CONVERTIBLE FUND CL I | 2014-12-18 | 2016-07-01 | $1,405 | $1,589 | -$184 | -$184 |
| 25.7860 Sh CALAMOS CONVERTIBLE FUND CL I | 2015-09-17 | 2016-07-01 | $362 | $397 | -$35 | -$35 |
| 28.4690 Sh CALAMOS CONVERTIBLE FUND CL I | 2015-12-17 | 2016-07-01 | $400 | $405 | -$5 | -$5 |
| 28.7080 Sh CALAMOS CONVERTIBLE FUND CL I | 2015-12-17 | 2016-07-01 | $403 | $409 | -$6 | -$6 |
| 12.0880 Sh CALAMOS CONVERTIBLE FUND CL I | 2016-06-16 | 2016-07-01 | $170 | $171 | -$1 | -$1 |
| 5.4620 Sh CALAMOS CONVERTIBLE FUND CL I | 2016-03-17 | 2016-07-01 | $77 | $75 | $2 | $2 |
| 225 Sh E M C Corp Mass Com | 2011-12-12 | 2016-09-07 | $5,411 | $5,601 | -$190 | -$190 |
| 155 Sh E M C Corp Mass Com | 2012-12-06 | 2016-09-07 | $3,728 | $4,180 | -$452 | -$452 |
| .3548 Sh Dell Technologies Inc Cl V | 2011-12-12 | 2016-09-08 | $18 | $17 | $1 | $1 |
| 4.8643 Sh Select Sector Spdr Tr Sbi Healthcare | 2015-06-30 | 2016-11-03 | $325 | $362 | -$37 | -$37 |
| 3.9275 Sh Select Sector Spdr Tr Sbi Healthcare | 2015-03-31 | 2016-11-03 | $262 | $288 | -$26 | -$26 |
| 5.8096 Sh Select Sector Spdr Tr Sbi Healthcare | 2015-12-30 | 2016-11-03 | $388 | $423 | -$35 | -$35 |
| 5.4420 Sh Select Sector Spdr Tr Sbi Healthcare | 2016-09-27 | 2016-11-03 | $364 | $394 | -$30 | -$30 |
| 652.9566 Sh ISHARES US CONSUMER GOODS ETF | 2014-12-08 | 2016-11-03 | $43,624 | $46,386 | -$2,762 | -$2,762 |
| 1.9793 Sh ISHARES US CONSUMER GOODS ETF | 2016-12-16 | 2017-06-27 | $242 | $222 | $20 | $20 |
| 1.2776 Sh ISHARES US CONSUMER GOODS ETF | 2016-01-04 | 2017-06-27 | $156 | $136 | $20 | $20 |
| 1.1272 Sh ISHARES US CONSUMER GOODS ETF | 2015-10-02 | 2017-06-27 | $138 | $115 | $23 | $23 |
| 1.2327 Sh ISHARES US CONSUMER GOODS ETF | 2016-10-03 | 2017-06-27 | $151 | $140 | $11 | $11 |
| 1.0362 Sh ISHARES US CONSUMER GOODS ETF | 2016-03-31 | 2017-06-27 | $127 | $117 | $10 | $10 |
| 50.3470 Sh ISHARES US CONSUMER GOODS ETF | 2016-12-16 | 2017-06-27 | $6,163 | $5,647 | $516 | $516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,963 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,745 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $699,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121082 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,311 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $765,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108773 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $692,673 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001408 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $573,878 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.019124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $485,812 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002007 | DistributionYr5Rt |
| Total Distribution | 0.252394 | TotalDistributionRt |
| Average Distribution | 0.050479 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $716,396 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $160 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,323 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,763 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $320 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $320 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $40 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID A GWEN F CAMPBELL | IndividualWithBooksNm |
| Phone | 2157729600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1643 SHERWOOD ROAD | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190461222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID A CAMPBELL | ||||||||
| 1643 SHERWOOD ROAD | RYDAL | PA | 190461222 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GWEN F CAMPBELL | ||||||||
| 1643 SHERWOOD ROAD | RYDAL | PA | 190461222 | VICE PRESIDENT/TREASURER/S | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $714,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $727,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $727,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $716,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $320 | TotalTaxAmt |
| Distributable Before Adj | $35,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,763 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $45,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,737 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,737 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,166 | 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 | $92,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $41,906 | ExcessFromYear2Amt |
| Excess From Year1 | $50,260 | ExcessFromYear1Amt |
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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Youth With A Mission | ||||||
| 1275 BIRCH ROAD | LEBANON | PA | 17042 | 501(C)(3) | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $30,000 |
| Open Hearts & Homes | ||||||
| 1001 Lackawanna Trail | CLARKS SUMMIT | PA | 18411 | 501(C)(3) | TO SUPPORT THE CHARITABLE PURPOSES OF THE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,781 | 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 | $75,209 | 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 | 670 Shares IYK Stock | NoncashPropertyDesc |
| Fair Market Value | $75,040 | FairMarketValueAmt |
| Received | 2016-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,525 | Amt |
| Net Investment Income | $762 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $763 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $31,495 | EOYBookValueAmt |
| EOYFMV | $32,105 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS & stocks | StockNm |
| EOY Book Value | $426,637 | EOYBookValueAmt |
| EOYFMV | $596,777 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Certificates of Deposit | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $150,706 | BookValueAmt |
| EOYFMV | $149,856 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Payments | CategoryTxt |
| Amt | $169 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |