CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CAMPBELL FAMILY FOUNDATION (EIN 27-5135012)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-08
IRS object ID: 202411289349104701
Schema version: 2023v5.0
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 Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-08T01:00:09Z	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	431871840	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Block Advisors	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1000 N GREEN VALLEY PKWY	AddressLine1Txt
City	HENDERSON	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89074	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	275135012	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	2024571629	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2300 N STREET NW SUITE 300	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES MICHAL	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	2024571629	PhoneNum
Signature	2024-05-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JAMES	PersonFirstNm
Person Last	MICHAL	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Walter Robinson	PreparerPersonNm
PTIN	P01890692	PTIN
Phone	7022609659	PhoneNum
Preparation	2024-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$955,143	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Dividends Net Invst Incm	$23,087	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$23,087	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$227,628	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$376,907	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$227,628	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$227,628	TotalRevAndExpnssAmt
Total Net Invst Incm	$250,715	TotalNetInvstIncmAmt
Total Adj Net Incm	$23,087	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$3,000	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$11,388	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$36	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$14,424	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$293,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$293,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$307,424	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$293,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$79,796	ExcessRevenueOverExpensesAmt
Net Investment Income	$250,715	NetInvestmentIncomeAmt
Adjusted Net Income	$23,087	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,487	CashBOYAmt
Cash EOY	$6,500	CashEOYAmt
Cash EOYFMV	$6,500	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$6,685	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$13,029	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$13,029	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,270,128	CorporateStockBOYAmt
Corporate Stock EOY	$523,158	CorporateStockEOYAmt
Corporate Stock EOYFMV	$523,158	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$42,301	CorporateBondsBOYAmt
Corporate Bonds EOY	$38,561	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$38,561	CorporateBondsEOYFMVAmt
Other Investments BOY	$394,450	OtherInvestmentsBOYAmt
Other Investments EOY	$373,895	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$373,895	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,717,051	TotalAssetsBOYAmt
Total Assets EOY	$955,143	TotalAssetsEOYAmt
Total Assets EOYFMV	$955,143	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,717,051	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$955,143	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,717,051	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$955,143	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,717,051	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$955,143	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,717,051	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$79,796	ExcessRevenueOverExpensesAmt
Subtotal	$1,637,255	SubtotalAmt
Other Decreases	$682,112	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$955,143	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	FNFD ACCOUNT FN1-021926 LT NON CVRD	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2008-02-05	AcquiredDt
Sold	2023-10-24	SoldDt
Gross Sales Price	$376,907	GrossSalesPriceAmt
Cost Or Other Basis	$149,279	CostOrOtherBasisAmt
Gain Or Loss	$227,628	GainOrLossAmt
Gains Minus Excess Or Losses	$227,628	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$227,628	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,485	InvestmentIncomeExciseTaxAmt
Subtotal	$3,485	SubtotalAmt
Tax Based On Investment Income	$3,485	TaxBasedOnInvestmentIncomeAmt
Es Penalty	$162	EsPenaltyAmt
Tax Due	$3,647	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	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	false	AtLeast5000InAssetsInd
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	false	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JAMES MICHAL	IndividualWithBooksNm

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2300 N STREET NW STE 300	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20037	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
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
DONALD CAMPBELL
300 N STREET NW STE 300	Washington	DC	20037	PRESIDENT	5.00	$0
JAMES MICHAL
300 N STREET NW STE 300	Washington	DC	20037	SECRETARY/TREASURER	3.00	$1,500
ROBERT WOODY
300 N STREET NW STE 300	Washington	DC	20037	VICE PRESIDENT	3.00	$1,500

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$3,485	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,485	TotalTaxAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$293,000	ExpensesAndContributionsAmt
Qualifying Distributions	$293,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$108,976	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$160,718	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$293,357	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$185,417	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$33,496	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$781,964	TotalExcessDistributionCyovAmt
Qualifying Distributions	$293,000	QualifyingDistributionsAmt
Total Corpus	$781,964	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$781,964	ExcessDistriCyovToNextYrAmt
Excess From Year4	$160,718	ExcessFromYear4Amt
Excess From Year3	$293,357	ExcessFromYear3Amt
Excess From Year2	$185,417	ExcessFromYear2Amt
Excess From Year1	$334,396	ExcessFromYear1Amt
Excess From Current Year	$1,082,864	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
EPICOPAL RELIEF AND DEVELOPMENT IN
815 SECOND AVE	EIN 73-1635264	New York	NY	10017	RELIEF AND DEVELOPMENT	$50,000
GOODWIN LIVING FOUNDATION
4800 FILMORE AVE	EIN 54-1549749	Alexandria	VA	22311	STAFF FUNDING AND RESIDENT SUPPORT	$50,000
MARY BALDWIN UNIVERSITY
101 E FREDERICK ST	EIN 54-0506319	Staunton	VA	24401	EDUCATION SCHOLARSHIPS	$15,000
COMMUNITIES IN SCHOOLS OF NOVA
PO BOX 3512	EIN 58-1289174	Alexandria	VA	22302	EDUCATIONAL PROGRAMS AND ENDEAVORS	$20,000
ARLINGTON FRES CLINIC
2921 11TH ST SOUTH	EIN54-1671883	Arlington	VA	22204	PRODUCE LOW COST DENTURES, CROWNS,PARTIALS AND NIGHT GUARDS	$87,000
EPISCOPAL DIOCESE OF JERUDALEM
25 OLD KINGS HWY NO STE 13	EIN59-6155008	Darien	CT	06820	ESTABLISH REHAB SITE	$47,000
CHILDEN IN CRISIS INC
1000 LUKES WAY	EIN65-1196220	Fort Walton Beach	FL	32547	CHARITABLE PURPOSES FOR CHILDREN IN NEED	$24,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$293,000	TotalGrantOrContriPdDurYrAmt

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	PNC BANK FEES	CategoryTxt
Amt	$36	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	INVESMENT ACCT	BondNm
EOY Book Value	$38,561	EOYBookValueAmt
EOYFMV	$38,561	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MUTUAL FUNDS	StockNm
EOY Book Value	$523,158	EOYBookValueAmt
EOYFMV	$523,158	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MUTUAL FUNDS	CategoryOrItemTxt
Book Value	$373,895	BookValueAmt
EOYFMV	$373,895	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	ATTORNEY FEES JACKSON AND CAMPBELL	CategoryTxt
Legal Fees	$11,388	LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSES	Desc
Amt	$682,112	Amt

CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

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