CAMP-YOUNTS FDNUNRESTRICTED UA TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CAMP-YOUNTS FDNUNRESTRICTED UA TR (EIN 58-6026001)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202641189349101304
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T14:01:11-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 586026001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP-YOUNTS FDNUNRESTRICTED UA TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMYF | BusinessNameControlTxt |
| Phone | 4045887227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4045887227 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-04-28 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,277,632 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,254,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,254,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,387,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,990,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,387,034 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,641,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,641,603 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,446 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $78,223 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,223 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $245,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $245,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,772 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $20,320 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,320 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $832 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $531,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,158,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,158,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,690,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,506,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $951,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,555,776 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $384,595 | CashBOYAmt |
| Cash EOY | $26,253 | CashEOYAmt |
| Cash EOYFMV | $26,253 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,059,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,513,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,513,339 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $42,861,538 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,931,973 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,093,960 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $541,817 | OtherAssetsBOYAmt |
| Other Assets EOY | $541,817 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $644,080 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,847,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,013,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,277,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $44,847,632 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,013,382 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,847,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,013,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,847,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,013,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,847,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $951,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,223,903 | OtherIncreasesAmt |
| Subtotal | $50,022,805 | SubtotalAmt |
| Other Decreases | $9,423 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,013,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5608.888 EATON VANCE-ATLANTA SMID-R6 | 2025-02-05 | $238,546 | $250,038 | -$11,492 | -$11,492 | ||
| 35312.556 EATON VANCE-ATLANTA SMID-R6 | 2025-02-05 | $1,501,843 | $1,569,466 | -$67,623 | -$67,623 | ||
| 1742. ISHARES RUSSELL MIDCAP GROWTH INDEX | 2025-04-21 | $189,847 | $238,645 | -$48,798 | -$48,798 | 2025-02-05 | |
| 10966. ISHARES RUSSELL MIDCAP GROWTH INDEX | 2025-04-21 | $1,195,097 | $1,502,287 | -$307,190 | -$307,190 | 2025-02-05 | |
| 11.725 VANGUARD RUSSELL 1000 GR-INS | 2025-05-01 | $8,625 | $8,513 | $112 | $112 | 2024-09-13 | |
| 268.267 VANGUARD RUSSELL 1000 GR-INS | 2025-05-01 | $197,340 | $98,157 | $99,183 | $99,183 | ||
| 83.795 VANGUARD RUSSELL 1000 GR-INS | 2025-05-01 | $61,640 | $60,839 | $801 | $801 | 2024-09-13 | |
| 1508. VANGUARD RUSSELL 1000 GR-INS | 2025-05-01 | $1,109,300 | $672,013 | $437,287 | $437,287 | ||
| 371.9979 POINTER OFFSHORE LTD AR-1/S 1 | 2025-06-30 | $1,979,319 | $1,320,711 | $658,608 | $658,608 | 2020-03-31 | |
| 99787.94 POINTER OFFSH LTD AR-1/S 1 HOLDBACK | 2025-08-26 | $99,788 | $99,788 | 2025-06-30 | |||
| 5587.807 EATON VANCE-ATLANTA SMID-R6 | 2025-09-12 | $229,994 | $203,817 | $26,177 | $26,177 | ||
| 2955.203 EATON VANCE-ATLANTA SMID-R6 | 2025-09-12 | $121,636 | $120,395 | $1,241 | $1,241 | 2025-06-03 | |
| 35179.972 EATON VANCE-ATLANTA SMID-R6 | 2025-09-12 | $1,448,008 | $1,305,284 | $142,724 | $142,724 | ||
| 1156. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-10-28 | $106,011 | $105,699 | $312 | $312 | 2022-07-12 | |
| 1366. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-10-28 | $125,269 | $124,941 | $328 | $328 | 2025-06-03 | |
| 16108. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-10-28 | $1,477,184 | $1,472,835 | $4,349 | $4,349 | 2022-07-12 | |
| 1162.576 ARTISAN INTL VALUE FUND-INS | 2025-11-18 | $63,000 | $44,127 | $18,873 | $18,873 | ||
| 7196.9 ARTISAN INTL VALUE FUND-INS | 2025-11-18 | $390,000 | $298,887 | $91,113 | $91,113 | 2022-03-22 | |
| 170. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-11-18 | $10,779 | $11,225 | -$446 | -$446 | 2025-09-12 | |
| 1275. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-11-18 | $80,844 | $84,191 | -$3,347 | -$3,347 | 2025-09-12 | |
| 305. ISHARES RUSSELL 2000 | 2025-11-18 | $71,585 | $59,269 | $12,316 | $12,316 | 2022-03-07 | |
| 1625. ISHARES RUSSELL 2000 | 2025-11-18 | $381,396 | $315,775 | $65,621 | $65,621 | 2022-03-07 | |
| 363.145 VANGUARD INTL GROWTH-ADM | 2025-11-18 | $43,000 | $39,819 | $3,181 | $3,181 | 2024-07-01 | |
| 2364.665 VANGUARD INTL GROWTH-ADM | 2025-11-18 | $280,000 | $259,286 | $20,714 | $20,714 | 2024-07-01 | |
| 696.107 VANGUARD INST INDEX-INST | 2025-11-18 | $375,000 | $331,309 | $43,691 | $43,691 | ||
| 5411.075 VANGUARD INST INDEX-INST | 2025-11-18 | $2,915,000 | $2,546,055 | $368,945 | $368,945 | ||
| 18.642 VANGUARD RUSSELL 1000 GR-INS | 2025-11-18 | $17,000 | $5,038 | $11,962 | $11,962 | 2018-02-07 | |
| 166.685 VANGUARD RUSSELL 1000 GR-INS | 2025-11-18 | $152,000 | $45,048 | $106,952 | $106,952 | 2018-02-07 | |
| 125. VANGUARD VALUE ETF | 2025-11-18 | $23,214 | $22,410 | $804 | $804 | ||
| 1170. VANGUARD VALUE ETF | 2025-11-18 | $217,287 | $217,637 | -$350 | -$350 | 2025-09-23 | |
| 332.605 ARTISAN INTL VALUE FUND-INS | 2025-11-25 | $18,260 | $12,592 | $5,668 | $5,668 | 2020-11-25 | |
| 1832.821 DODGE & COX INCOME FUND | 2025-11-25 | $23,845 | $26,099 | -$2,254 | -$2,254 | 2021-10-29 | |
| 49. ISHARES S&P MIDCAP 400 INDEX FUND | 2025-11-25 | $3,214 | $3,236 | -$22 | -$22 | 2025-09-12 | |
| 87. ISHARES RUSSELL 2000 | 2025-11-25 | $21,345 | $16,906 | $4,439 | $4,439 | 2022-03-07 | |
| 36. VANGUARD VALUE ETF | 2025-11-25 | $6,772 | $6,258 | $514 | $514 | 2025-03-17 | |
| 101.635 VANGUARD INTL GROWTH-ADM | 2025-11-26 | $12,185 | $11,144 | $1,041 | $1,041 | 2024-07-01 | |
| 195.638 VANGUARD INST INDEX-INST | 2025-11-26 | $108,540 | $92,766 | $15,774 | $15,774 | 2024-09-26 | |
| 4.988 VANGUARD RUSSELL 1000 GR-INS | 2025-11-26 | $4,685 | $1,348 | $3,337 | $3,337 | 2018-02-07 | |
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P | |||||
| CAPITAL GAIN DIVIDENDS | $682,489 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,387,034 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,432 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15,993 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | GA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045887227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUIST BANK | ||||||
| PO BOX 919798 | ORLANDO | FL | 32891 | TRUSTEE | 1 | $152,446 |
| JOHN M CAMP III | ||||||
| 303 PEACHTREE ST NE 15TH FL | ATLANTA | GA | 30308 | TRUSTEE | 1 | $1,000 |
| GILFORD WALKER | ||||||
| 303 PEACHTREE ST NE 15TH FL | ATLANTA | GA | 30308 | TRUSTEE | 1 | $1,000 |
| JOHN R MARKS | ||||||
| 303 PEACHTREE ST NE 15TH FL | ATLANTA | GA | 30308 | TRUSTEE | 1 | $1,000 |
| MEGAN HARRELL | ||||||
| 303 PEACHTREE ST NE 15TH FL | ATLANTA | GA | 30308 | TRUSTEE | 1 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ELM FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1252 STRATTON DR | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE SERVI | ServiceTypeTxt |
| Compensation | $245,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $55,458,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,676,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $747,330 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,882,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,882,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $943,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,938,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,096,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,096,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,425 | TotalTaxAmt |
| Distributable Before Adj | $3,047,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $24,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,071,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,071,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,506,943 | 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 | $2,506,943 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,071,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,267,378 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,506,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,267,378 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,239,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,831,954 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAMP YOUNTS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4655 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045887227 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER OF REQUEST AND IRS TAX EXEMPT LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE, EDUCATION, RELIGIOUS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
| Business Name Line2 | C/O TRUIST BANK | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SEE ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $2,158,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,158,400 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,254,568 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,387,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,641,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,641,603 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 99NETA4K6 LIGHTHOUSE DIVERSIFI | |||
| 92206C672 VANGUARD RUSSELL 100 | AT COST | $697,912 | $1,666,763 |
| 922040100 VANGUARD INSTL INDEX | AT COST | $20,902,104 | $32,687,104 |
| 921910501 VANGUARD INTERNATION | AT COST | $2,578,237 | $3,000,034 |
| 277902235 EATON VANCE ATLANTA | |||
| 922908744 VANGUARD VALUE ETF | AT COST | $2,204,542 | $2,418,124 |
| 04314H857 ARTISAN INTERNATIONA | AT COST | $3,294,790 | $4,327,342 |
| 99NETA855 POINTER OFFSHORE LTD | |||
| 256210105 DODGE & COX INCOME F | AT COST | $11,239,977 | $10,909,475 |
| 464287655 ISHARES RUSSELL 2000 | AT COST | $3,695,495 | $4,647,993 |
| 78468R663 SPDR BLOOMBERG 1-3 M | |||
| 464287507 ISHARES CORE S&P MID | AT COST | $933,615 | $934,032 |
| 99NETCF53 POINTER OFFSHORE LTD | AT COST | $198,049 | $251,836 |
| 99NETCH44 POINTER OFFSHORE LTD | AT COST | $187,252 | $251,257 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| XXX-XX-XXXX 16.47 ACRES CLAY STR | $191,100 | $191,100 | $282,000 |
| XXX-XX-XXXX PERSONAL PROPERTY LO | $350,717 | $350,717 | $362,080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 TRANSACTIONS POSTED IN 2026 | Desc |
| Amt | $9,423 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE EXP-NONRENTAL PROP | Desc |
| Revenue And Expenses Per Books | $832 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $3,307 |
| ROUNDING ADJUSTMENT | $1 |
| 2024 SALES POSTED IN 2025 | $4,195,397 |
| RECOVERY OF PRIOR YEAR GRANTS | $24,000 |
| COST BASIS ADJUSTMENT | $1,198 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER NON-ALLOCABLE EXPENSE - | CategoryTxt |
| Amt | $245,000 | Amt |
| Disbursements Charitable Prps | $245,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED TAX PAYMENT - PRIOR YR | $64,131 | $0 | $0 |
| FED ESTIMATES | $33,432 | $0 | $0 |
| FOREIGN TAXES ON Q DIVS | $3,278 | $3,278 | $0 |
| FOREIGN TAXES ON NQ DIVS | $610 | $610 | $0 |
| REAL ESTATE EXP-NONRENTAL PROP | $2,884 | $2,884 | $0 |
Comments