CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL FAMILY FOUNDATION (EIN 74-2830856)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202601319349101020
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T09:28:28-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561137607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A LUCAS AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 WESTERN BLVD STE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742830856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 9199062420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2024 PIEDMONTESE DRIVE | AddressLine1Txt |
| City | APEX | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27539 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH ANNE CAMPBELL | PersonNm |
| Person Title | VICE PRESIDENT I | PersonTitleTxt |
| Phone | 9199062420 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS R MAY JR | PreparerPersonNm |
| PTIN | P01315418 | PTIN |
| Phone | 9198514696 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,849,753 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $297 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $297 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $297 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,678 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,678 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,226 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,975 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,780 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $612 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,721 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,893 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,975 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,954 | CashBOYAmt |
| Cash EOY | $15,842 | CashEOYAmt |
| Cash EOYFMV | $15,842 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $758,125 | CorporateStockBOYAmt |
| Corporate Stock EOY | $744,736 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,619,187 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,288 | CorporateBondsBOYAmt |
| Other Investments BOY | $118,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $130,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $170,590 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $614 | OtherAssetsBOYAmt |
| Other Assets EOY | $300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $300 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $926,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $934,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,849,753 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,460 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,460 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,460 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,460 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $914,555 | CapitalStockBOYAmt |
| Capital Stock EOY | $922,586 | CapitalStockEOYAmt |
| Retained Earning BOY | -$815 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$314 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $913,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $922,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $926,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $934,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $913,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,532 | ExcessRevenueOverExpensesAmt |
| Subtotal | $922,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $922,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $624 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $624 | SubtotalAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $350 | TaxDueAmt |
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 | KS | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH ANNE CAMPBELL | IndividualWithBooksNm |
| Phone | 9199062420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2024 PIEDMONTESE DRIVE | AddressLine1Txt |
| City | APEX | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27539 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| NEWTON ALLEN CAMPBELL | ||||||||
| 238 KIRKSHIRE CIRCLE | CARY | NC | 27511 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ELIZABETH ANNE CAMPBELL | ||||||||
| 2024 PIEDMONTESE DRIVE | APEX | NC | 27539 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JOYCE DIANE CAMPBELL GIUFFRA | ||||||||
| 1148 FIFTH AVENUE APT 6B | NEW YORK | NY | 10128 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,841,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,865,686 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,865,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,837,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $624 | TotalTaxAmt |
| Distributable Before Adj | $91,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,561 | UndistributedIncomePYAmt |
| Qualifying Distributions | $95,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,561 | AppliedToYear1Amt |
| Applied To Current Year | $16,299 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $74,962 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NEWTON ALLEN CAMPBELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2024 PIEDMONTESE DRIVE | AddressLine1Txt |
| City | APEX | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | MAIL ONLY | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER STATING NEED FOR FUNDS BEING REQUESTED, AMOUNT REQUESTED AND HOW FUNDS WILL BE UTILIZED. PROOF OF 501 (C)(3) STATUS MUST BE INCLUDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE, EDUCTIONAL AND SCIENTIFIC ORGANIZATIONS WHICH ARE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CARY ACADEMY | ||||||||
| 1500 HARRISON AVENUE | CARY | NC | 27513 | NONE | PC | CONRAD HALL ENDOWMENT | $1,000 | |
| URBAN MINISTRIES OF WAKE COUNTY | ||||||||
| 1390 CAPITAL BLVD | RALEIGH | NC | 27603 | NONE | PC | GENERAL DONATION | $12,000 | |
| LINDA HALL LIBRARY | ||||||||
| 5109 CHERRY STREET | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL DONATION | $1,000 | |
| MASSACHUSETTES INSTITUTE OF TECHNOL | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL DONATION | $1,000 | |
| BOSTON UNIVERSITY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL DONATION | $1,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PC | GENERAL DONATION | $5,000 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | FACULTY OF ARTS AND SCIENCE | $5,000 | |
| JOHNSON COUNTY LIBRARY FOUNDATION | ||||||||
| PO BOX 2933 | SHAWNEE MISSION | KS | 66201 | NONE | PC | GENERAL DONATION | $1,000 | |
| WAKE SMILES | ||||||||
| 1863 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | NONE | PC | YEAR END CAMPAIGN | $2,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 115 FTH AVENE 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| UNC SCHOOL OF MEDICINE | ||||||||
| PO BOX 199 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| UMKC FOUNDATION | ||||||||
| 202 ADMINISTRATION CENTER | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| UCM ALUMNI FOUNDATION | ||||||||
| 202 ADMINISTRATION BLDG | WARRENSBURG | MO | 64093 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| FRONT PORCH ALLIANCE | ||||||||
| 3210 MICHIGAN AVENUE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| FIGURE SKATING IN HARLEM | ||||||||
| 361 W 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| CITY UNION MISSION | ||||||||
| 1100 EAST 11TH STREET | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| UNION STATION KANSAS CITY | ||||||||
| 30 W PERSHING ROAD | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| YMCA OF THE ROCKIES | ||||||||
| 2515 TUNNEL ROAD | ESTES PARK | CO | 80511 | NONE | PC | GENERAL OPERATIONS | $11,000 | |
| ST JOHN'S EPISCOPAL CHURCH | ||||||||
| 100 SOUTH MAIN STREET | SOUTHAMPTON | NY | 11968 | NONE | PC | GENERAL OPERATIONS | $500 | |
| RJ DOLE INSTITUTE OF POLITICS | ||||||||
| 2350 PETEFISH DRIVE | LAWRENCE | KS | 66045 | NONE | PC | GENERAL OPERATIONS | $7,500 | |
| UNIVERSITY OF ILLINIOS | ||||||||
| 919 W ILLINOIS STREET | URBANA | IL | 61801 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| THE LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| PRINCETON UNIVERSITY | ||||||||
| BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| HIDDEN HEROES FOUNDATION | ||||||||
| 1625 I NW SUITE 775 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| ST ANDREW'S DUNE CHURCH | ||||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 119691245 | NONE | PC | GENERAL | $500 | |
| CATHOLIC CHARITIES USA | ||||||||
| 2050 BALLENGER AVENUE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL | $1,000 | SUITE 400 |
| THE FIRST TEE OF GREATER TRENTON | ||||||||
| 1550 STUYVESANT AVE | TRENTON | NJ | 08618 | NONE | PC | GENERAL | $1,000 | |
| LINWOOD UNITED CHURCH | ||||||||
| 3151 OLIVE STREET | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL | $2,000 | |
| TRANSITIONS LIFE CARE | ||||||||
| 250 HOSPICE CIRCLE | RALEIGH | NC | 27607 | NONE | PC | GENERAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,678 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $59,499 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $59,499 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,725 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PREPARATION OF THE | ||
| ANNUAL FORM 990-PF | $6,780 | $6,780 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AMERADA HESS CORP | 2016-02 | PURCHASE | 2025-07 | $5,651 | $4,288 | $1,363 |
| BUFFALOE INTERNATIONAL FUND | 2007-10 | PURCHASE | 2025-10 | $1,578 | $651 | $927 |
| MISCROSOFT CORP | 1997-05 | PURCHASE | 2025-10 | $44,453 | $1,251 | $43,202 |
| KELLANOVA | 2005-04 | PURCHASE | 2025-12 | $25,050 | $12,041 | $13,009 |
| INTEL CALL OPTION | 2025-02 | PURCHASE | 2025-03 | $129 | $129 | |
| INTEL CALL OPTION | 2025-04 | PURCHASE | 2025-04 | $159 | $159 | |
| INTEL CALL OPTION | 2025-04 | PURCHASE | 2025-05 | $90 | $90 | |
| INTEL CALL OPTION | 2025-05 | PURCHASE | 2025-06 | $111 | $111 | |
| INTEL CALL OPTION | 2025-10 | PURCHASE | 2025-10 | $273 | $273 | |
| INTEL CALL OPTION | 2025-10 | PURCHASE | 2025-11 | $231 | $231 | |
| STARZ ENTERTAINMENT CORP | 2015-01 | PURCHASE | 2025-05 | $5 | $18 | -$13 |
| CHEVRON CORP | 2018-10 | PURCHASE | 2025-07 | $96 | $78 | $18 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $744,736 | EOYBookValueAmt |
| EOYFMV | $1,619,187 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $130,020 | BookValueAmt |
| EOYFMV | $170,590 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAXES | Desc |
| BOY Book Value | $614 | BOYBookValueAmt |
| EOY Book Value | $300 | EOYBookValueAmt |
| EOYFMV | $300 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $9,721 | $9,721 | |
| REGISTRATION FEES | $80 | $80 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX ON INVESTMENT INCOME | $565 | $565 |
| FOREIGN TAX EXPENSE | $47 | $47 |