CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL FAMILY FOUNDATION (EIN 13-4149591)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201723149349101302
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T14:28:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-07 | 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 | 06391520173145000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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 | $6,579,073 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $773 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $773 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,969 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $37,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,172 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,285 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,285 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,512 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,797 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $682,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $682,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $759,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $720,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$648,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,013,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,223 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $29,103 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $5,212,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,371,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,041,786 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $286,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $291,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $308,064 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,541,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,892,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,579,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,541,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,892,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,541,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,892,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,541,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,892,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,541,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$648,816 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,892,947 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,892,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly-traded Securities | $2,809 | $2,157 | $652 | $652 | |
| CAPITAL GAIN ON FINAL DIST. - GLOBAL ACCEES HEDGE FUND | $23 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $675 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $765,629 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,370,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103885 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $653,954 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,823,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083586 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $645,203 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,822,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $693,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,663,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090445 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $413,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,077,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051229 | DistributionYr5Rt |
| Total Distribution | 0.411624 | TotalDistributionRt |
| Average Distribution | 0.082325 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,524,050 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $537,092 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $732 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $537,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $720,839 | 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 | $732 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $732 | SubtotalAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,968 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $3,168 | RefundAmt |
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 | $5,739,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $552,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $331,301 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,623,401 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,623,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,524,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $326,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $326,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $732 | TotalTaxAmt |
| Distributable Before Adj | $325,471 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $325,471 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $325,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $720,839 | 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 | $720,839 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $732 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $720,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $325,471 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $20,878 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $313,629 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $262,793 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $279,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $393,849 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,270,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $720,839 | QualifyingDistributionsAmt |
| Applied To Current Year | $325,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $395,368 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,666,287 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,878 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,645,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $313,629 | ExcessFromYear4Amt |
| Excess From Year3 | $262,793 | ExcessFromYear3Amt |
| Excess From Year2 | $279,770 | ExcessFromYear2Amt |
| Excess From Year1 | $393,849 | ExcessFromYear1Amt |
| Excess From Current Year | $395,368 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN POETS INCORPORATED | ||||||||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 | |||||
| ACTORS FUND HOUSING DEVELOPMENT CORPORATION | ||||||||||||
| 729 7TH AVE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $1,500 | |||||
| BAY STREET THEATRE FESTIVAL INC | ||||||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | General & Unrestricted | $40,000 | |||||
| BAY STREET THEATRE FESTIVAL INC | ||||||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | 25th Anniversary Program | $27,000 | |||||
| BAY STREET THEATRE FESTIVAL INC | ||||||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | new patron events | $5,200 | |||||
| BRIDGE HAMPTON HISTORICAL SOCIETY | ||||||||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $160,000 | |||||
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $25,000 | |||||
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | summer benefit Program | $12,000 | |||||
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $25,000 | |||||
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||||||
| 115 W 29TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PC | Endowment Campaign 2016 Pledge | $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 | Taste of Summer Program | $10,000 | |||||
| END FUND INC | ||||||||||||
| 41 E 11TH ST 11TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $250,000 | |||||
| END FUND INC | ||||||||||||
| 41 E 11TH ST 11TH FL | NEW YORK | NY | 10003 | N/A | PC | Ethiopia Program | $8,000 | |||||
| END FUND INC | ||||||||||||
| 41 E 11TH ST 11TH FL | NEW YORK | NY | 10003 | N/A | PC | Timothy Stoleson's Summit | $1,500 | |||||
| GLOBAL IMPACT | ||||||||||||
| 1199 N FAIRFAX ST STE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | Global Impact Cordaid Fund - Afghanistan Focus | $10,000 | |||||
| MADISON SQUARE PARK CONSERVANCY INC | ||||||||||||
| ELEVEN MADISON AVE | NEW YORK | NY | 10010 | N/A | PC | annual gala | $2,500 | |||||
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | N/A | PC | Let's Win PC Program | $1,000 | |||||
| NEW YORK AND PRESBYTERIAN HOSPITAL | ||||||||||||
| 525 E 68TH ST BOX 123 | NEW YORK | NY | 10065 | N/A | PC | Cornell Leukemia Fighters Program | $1,000 | |||||
| NEW YORK EYE & EAR INFIRMARY | ||||||||||||
| 310 E 14TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 | |||||
| PLANNED PARENTHOOD OF NEW YORK CITY INC | ||||||||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $4,675 | |||||
| SOUTH BRONX CLASSICAL CHARTER SCHOOL | ||||||||||||
| 977 FOX ST | BRONX | NY | 10459 | N/A | PC | General & Unrestricted | $2,000 | |||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||||||
| 262 DANNY THOMAS PL MSC 512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE BROOKLYN HISTORICAL SOCIETY | ||||||||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE CHILDRENS CAUSE FOR CANCER ADVOCACY INC | ||||||||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | N/A | PC | Hampton Art Day Program | $350 | |||||
| THE CHILDRENS CAUSE FOR CANCER ADVOCACY INC | ||||||||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | N/A | PC | Susan Scherr's Campaign | $1,000 | |||||
| THE FRIENDSHIP CIRCLE OF WASHINGTON | ||||||||||||
| 2737 77TH AVE SE STE 101 | MERCER ISLAND | WA | 98040 | N/A | PC | one year full scholarship fund to family with special needs | $3,600 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 3551 TROUSDALE PKWY ADM 160 | LOS ANGELES | CA | 90089 | N/A | PC | School of Dramatic Arts | $15,000 | |||||
| UNIVERSITY OF WESTERN ONTARIO | ||||||||||||
| N/A | PC | IVEY BUSINESS SCHOOL | $17,717 | 1151 Richmond st | LONDON | ONTARIO | CA | N6A 3K7 | ||||
| VIA ART FUND INC | ||||||||||||
| 83 NEWBURY ST 4TH FL | BOSTON | MA | 02116 | N/A | PC | annual dues | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $682,042 | 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 | $773 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,969 | 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 | $675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $110,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,417 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $5,427 | $4,686 |
| ACCENTURE PLC | $4,626 | $6,676 |
| ADOBE SYSTEMS, INC | $123,490 | $161,734 |
| ADVANSIX INC | $36 | $111 |
| AETNA INC | $3,427 | $4,712 |
| ALLERGAN PLC | $130,846 | $90,934 |
| ALPHABET INC CL A | $4,233 | $7,925 |
| ALPHABET INC CL C | $12,573 | $20,839 |
| AMAZON COM | $73,356 | $87,735 |
| ANADARKO PETROLEUM CORP | $7,173 | $6,694 |
| APPLE INC | $11,279 | $29,534 |
| BIOGEN INC | $3,060 | $7,090 |
| BLACKROCK GLOBAL LONG/SHORT CR | $209,496 | $202,162 |
| BLACKROCK INC | $4,341 | $4,947 |
| BROADCOM LIMITED | $4,771 | $23,157 |
| CAPITAL ONE FINANCIAL CORP | $3,734 | $6,020 |
| CBS CORP CL B | $5,700 | $6,235 |
| CELGENE CORP | $121,246 | $122,348 |
| CHARLES SCHWAB CORP | $5,621 | $7,539 |
| CHUBB LIMITED | $5,404 | $10,702 |
| CITIGROUP INC | $142,144 | $158,975 |
| COMCAST CORP | $4,235 | $10,703 |
| CONSTELLATION BRANDS INC | $3,245 | $5,672 |
| COSTCO WHOLESALE CORPORATION | $143,496 | $163,953 |
| CVS CAREMARK CORP | $109,298 | $82,856 |
| DISH NETWORK CORPORATION | $3,147 | $4,866 |
| DOUBLELINE TOTAL RETURN BOND | $587,239 | $572,260 |
| FACEBOOK INC | $103,573 | $115,050 |
| GENERAL MOTORS | $7,507 | $8,884 |
| GILEAD SCIENCES INC | $6,219 | $4,153 |
| HALLIBURTON COMPANY | $130,805 | $169,085 |
| HARTFORD FINANCIALSERVICES GRO | $3,205 | $5,051 |
| HOME DEPOT INC | $5,297 | $14,883 |
| HONEYWELL INTL | $8,381 | $16,567 |
| HUMANA INC | $8,248 | $14,486 |
| INVESCO PLC | $3,159 | $3,095 |
| ISHARES TRUST MSCI EAFE INDEX | $302,223 | $264,346 |
| ISHARES TRUST RUSSELL MIDCAP I | $296,433 | $447,149 |
| LOWES COMPANIES INC | $3,441 | $12,375 |
| MARSH AND MCLENNAN COMPANIES I | $6,020 | $8,719 |
| MASCO CORP | $3,859 | $8,411 |
| MASTERCARD INC | $126,888 | $147,338 |
| MCKESSON CORP | $7,049 | $4,354 |
| MERCK & CO INC | $7,802 | $8,065 |
| MICROSOFT CORP | $12,421 | $24,110 |
| MORGAN STANLEY | $123,028 | $139,298 |
| NEXTERA ENERGY, INC | $5,198 | $7,287 |
| OCCIDENTAL PETROLEUM CORP | $17,359 | $14,317 |
| ORACLE CORP | $3,574 | $4,806 |
| PACCAR INC | $6,061 | $9,138 |
| PEPSICO INC | $5,180 | $5,755 |
| PFIZER INC | $142,351 | $136,676 |
| PHILLIPS 66 | $86,887 | $91,595 |
| ROBECO BOSTON PARTNERS LONG SH | $311,145 | $309,166 |
| SCHLUMBERGER LTD | $134,671 | $134,152 |
| SKECHERS U S A INC CL A | $140,440 | $122,900 |
| SPDR S&P 500 ETF TRUST | $1,095,805 | $1,413,156 |
| THE MOSAIC CO | $7,241 | $4,400 |
| TJX COMPANIES INC | $140,160 | $155,219 |
| TWENTY FIRST CENTURY FOX COMPA | $103,866 | $89,139 |
| UNITED TECHNOLOGIES CORP | $7,721 | $10,962 |
| UNITEDHEALTH GROUP INC | $8,412 | $20,805 |
| VANGUARD SF REIT ETF | $234,445 | $247,590 |
| VERIZON COMMUNICATIONS | $6,857 | $8,274 |
| WALT DISNEY HOLDINGS CO | $3,854 | $6,045 |
| WELLS FARGO & CO | $10,974 | $19,895 |
| YUM BRANDS INC | $1,094 | $2,850 |
| YUM CHINA HOLDINGS INC | $472 | $1,175 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AG OPPORTUNISTIC WHOLE LOAN SE | $206,340 | $197,429 |
| HIGHBRIDGE MEZZANINE PARTNERS | $85,416 | $110,635 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $32,487 | $32,487 | |
| K-1 Exp AG OPPORTUNISTIC WHOLE | $22 | $22 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $37,172 | Amt |
| Net Investment Income | $37,172 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2016 | CategoryTxt |
| Amt | $1,200 | Amt |