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CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CAMPBELL FAMILY FOUNDATION (EIN 27-5135012)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202521299349102602
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T18:27:35ZReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HRB TAX GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 MAIN ST STE 104EAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN275135012EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMPBELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMPBusinessNameControlTxt
Phone2024571629PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 N STREET NW SUITE 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MICHALPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2024571629PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWalter RobinsonPreparerPersonNm
PTINP01890692PTIN
Phone8004725625PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$139,994FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$868,250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Net Invst Incm$3,585InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$24,739DividendsNetInvstIncmAmt
Gross Rents Net Invst Incm$118GrossRentsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$173,624NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$455,378GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$173,624CapGainNetIncmNetInvstIncmAmt
Other Income Adj Net Incm$124,493OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,041,874TotalRevAndExpnssAmt
Total Net Invst Incm$201,830TotalNetInvstIncmAmt
Total Adj Net Incm$124,493TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$386AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,993OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,379TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$530,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$530,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$536,379TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$530,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$505,495ExcessRevenueOverExpensesAmt
Net Investment Income$201,830NetInvestmentIncomeAmt
Adjusted Net Income$124,493AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,500CashBOYAmt
Cash EOY$2,624CashEOYAmt
Cash EOYFMV$2,624CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,029SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57,370SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57,370SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$80,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY$80,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$80,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$523,158CorporateStockBOYAmt
Corporate Bonds BOY$38,561CorporateBondsBOYAmt
Other Investments BOY$373,895OtherInvestmentsBOYAmt
Total Assets BOY$955,143TotalAssetsBOYAmt
Total Assets EOY$139,994TotalAssetsEOYAmt
Total Assets EOYFMV$139,994TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
No Donor Rstr Net Assests BOY$955,143NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$505,495ExcessRevenueOverExpensesAmt
Subtotal$505,495SubtotalAmt
Tot Net Ast Or Fund Balances EOY$505,495TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FNFD ACCOUNT FN1-021926 CVRDP2023-06-302024-06-13$74,533$92,030-$17,497-$17,497
FNFD ACCOUNT FN1-021926 CVRDP2022-06-302024-06-13$29,056$21,070$7,986$7,986
FNFD ACCOUNT FN1-021926 NON CVRDP2010-03-192024-06-13$351,789$168,654$183,135$183,135
FieldValueIRS element (for citing)
Capital Gain Net Income$173,624CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$17,497NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,805InvestmentIncomeExciseTaxAmt
Subtotal$2,805SubtotalAmt
Tax Based On Investment Income$2,805TaxBasedOnInvestmentIncomeAmt
Es Penalty$155EsPenaltyAmt
Tax Due$2,960TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES MICHALIndividualWithBooksNm

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12300 N STREET NW STE 300AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BENJAMIN CAMPBELL
1310 WORTHY RDRichmondVA23227PRESIDENT10.00$0
ARNIE CAMPBELL
1310 WORTHY RDRichmondVA23227PRESIDENT10.00$0
ROBERT WOODY
300 N STREET NW STE 300WashingtonDC20037VICE PRESIDENT10.00$2,000
JAMES MICHAL
2534 DESCANTE DRHendersonNV89044SECRETARY/TREASURER10.00$2,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$2,805TaxBasedOnInvestmentIncomeAmt
Total Tax$2,805TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$530,000ExpensesAndContributionsAmt
Qualifying Distributions$530,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$160,718ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$293,357ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$185,417ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$33,496ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,082,864ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,755,852TotalExcessDistributionCyovAmt
Qualifying Distributions$530,000QualifyingDistributionsAmt
Total Corpus$1,755,852TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,755,852ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
SAINT PETERS EPISCOPAL CHURCH
4250 N N GLEBE RDEIN 54-0699716ArlingtonVA22207SUPPORT FOR NEEDY$15,000
COMMUNITIES IN SCHOOL OF NOVA
PO BOX 3512EIN 58-1289174AlexandriaVA22302EDUCATIONAL PROGRESS$20,000
AMERICAN FRIENDS EPISCOPAL DIOCESE
25 OLD KINGS HWYEIN 59-6155008DarienCT06820HEALTH EDUCATION PROGRAM SERVICES$110,000
GOODWIN LIVING FOUNDATION
4800 ELMER AVEEIN 54-1549749AlexandriaVA22311STAFF FUNDING AND RESIDENT SUPPORT$20,000
ST MARYS EPISCOPAL CHURCH
1924 N NAURA STEIN 76-0743019JacksonvilleFL32206FOOD PANTRY FOR IMPOVERISHED$20,000
DREAM CATCHERS
PO BOX 1261EIN 54-1692709WilliamsburgVA23187EDUCATION AND HEALTH PROGRAMS$50,000
WARM HEART INTERNATIONAL
301 E 8TH STEIN 54-1692709AustinTX78701EDUCATION SCHOLARSHIPS$20,000
MARY BALDWIN UNIVERSITY
101 E FREDERICKEIN 54-0506319StauntonVA24401EDUCATION SCHOLARSHIPS$15,000
VIRGINIA PUBLIC MEDIA PUBLIC TV ST
23 SESAME STEIN 54-0735782Bon AirVA23235EDUCATION PROGRAMMING$50,000
RICHMOND HILL AROUSTRONG LEADERSHIP
2209 E GRACE STEIN 54-1360535 54-0360535RichmondVA23223EDUCATION PROGRAMS FOR IMPOVERISHED TEENS$40,000
ST FRANCIS OUTREACH TRUST
EDUCATION AND DEVELOPMENT SELF SUPPORT$150,00021 ZANTE CTRSIMONSTNSF7995
LOVE QUILT PROJECT
4250 N GLEBE RDEIN 46-5439225ArlingtonVA22207SUPPORT FOR IMPOVERISHED$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$530,000TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
TAX PREP$350
BANK SVS CHARGES$36

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescAdjusted Net IncomeAdjustedNetIncomeAmt
ORDINARY BUS INCOME (LOSS) from K-1(1065) Energy LLP 30-0108820-$4,587
PORTFOILIO/OTHER INCOME K-1(1041) H Donald Campbell TR 99-6215231$122,655
DISTRIBUTIONS from K-1(1065) Energy LLP 30-0108820$6,425

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

FieldValueIRS element (for citing)
PersonSAINT FRANCIS OUTREACH TRUSTPersonNm
FieldValueIRS element (for citing)
Loan Original$80,000LoanOriginalAmt
Balance Due$80,000BalanceDueAmt
Note2024-01NoteDt
Loan Maturity2025-12LoanMaturityDt
Interest0.000000000000InterestRt
Loan PurposeBUILDLoanPurposeTxt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Amt$1,993Amt

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