CAMPBELL FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CAMPBELL FUND (EIN 38-3334874)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202223119349100237
Schema version
2021v4.2
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)
Return2022-11-07T10:19:19-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 BRIARWOOD CIRCLE STE 300AddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383334874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CAMPBELL FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMPBusinessNameControlTxt
Phone7345168337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 BRIARWOOD CIRCLE 300AddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN P CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7345168337PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastCAMPBELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A KELLY CPAPreparerPersonNm
PTINP00091369PTIN
Phone7347612005PhoneNum
Preparation2022-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,504,528FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$250InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$250InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$250TotalRevAndExpnssAmt
Total Net Invst Incm$250TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,983AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$992AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$991AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$991TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,483TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$139,491TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$140,233ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,644,761CashBOYAmt
Cash EOY$2,504,528CashEOYAmt
Cash EOYFMV$2,504,528CashEOYFMVAmt
Total Assets BOY$2,644,761TotalAssetsBOYAmt
Total Assets EOY$2,504,528TotalAssetsEOYAmt
Total Assets EOYFMV$2,504,528TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,644,761RetainedEarningBOYAmt
Retained Earning EOY$2,504,528RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,644,761TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,504,528TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,644,761TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,504,528TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,644,761TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$140,233ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,504,528SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,504,528TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$92EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$92TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$92OverpaymentAmt
Applied To ES Tax$92AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRIAN P CAMPBELLIndividualWithBooksNm
Phone7345168337PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1555 BRIARWOOD CIRCLE STE 300AddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN P CAMPBELL
555 BRIARWOOD CIRCLE STE 300ANN ARBORMI48108PRESIDENT/DIRECTOR1.00$0$0$0
MARY L CAMPBELL
555 BRIARWOOD CIRCLE STE 300ANN ARBORMI48108SEC./TREAS./DIRECTOR1.00$0$0$0
ELIZABETH L CARR
555 BRIARWOOD CIRCLE STE 300ANN ARBORMI48108DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,639,032AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,639,032TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,639,032AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,585CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,599,447NetVlNoncharitableAssetsAmt
Minimum Investment Return$129,972MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$129,972MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$129,972DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,972DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$129,972DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$139,491ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$139,491QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,972DistributableAsAdjustedAmt
Undistributed Income PY$123,136UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$139,491QualifyingDistributionsAmt
Applied To Year1$123,136AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,355AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$113,617UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRIAN P CAMPBELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANN ARBOR AREA COMMUNITY FOUNDATION
301 N MAIN ST NO 300ANN ARBORMI48104N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$5,000
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
PO BOX 1222BOCA GRANDEFL33921N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$10,000
GLEN LAKE ASSOCIATION INC
PO BOX 245GLEN ARBORMI49636N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$3,000
UNIVERSITY OF MICHIGAN - CAMPBELL CARR RESEARCH FUND
500 S STATE STANN ARBORMI48109N/A501(C)(3)RESTRICTED SUPPORT FOR ACTIVITIES$10,000
UNIVERSITY OF MICHIGAN - GREDEN RESEARCH FUND
500 S STATE STANN ARBORMI48109N/A501(C)(3)RESTRICTED SUPPORT FOR ACTIVITIES$12,500
UNIVERSITY OF MICHIGAN - KELLOGG EYE CENTER
500 S STATE STANN ARBORMI48109N/A501(C)(3)RESTRICTED SUPPORT FOR ACTIVITIES$10,000
ANN ARBOR AREA COMMUNITY FOUNDATION - SAWC
301 N MAIN ST NO 300ANN ARBORMI48104N/A501(C)(3)RESTRICTED FOR SHELTER$15,000
GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION
131 FIRST STREETPO BOX 446BOCA GRANDEFL33921N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$10,000
FOOD GATHERERS
1 CARROT WAYANN ARBORMI48105N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$16,500
GRAND TETON NATIONAL PARK FOUNDATION
115 E PEARL STREET SUITE 201JACKSONWY83001N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$1,000
INTENTIONAL COMMUNITIES OF WASHTENAW
PO BOX 1525ANN ARBORMI48106N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$3,500
UNIVERSITY OF MICHIGAN - EAGLE RESEARCH FUND
500 S STATE STANN ARBORMI48109N/A501(C)(3)RESTRICTED SUPPORT FOR ACTIVITIES$15,000
BOCA GRANDE HEALTH CLINIC FOUNDATION
280 PARK AVEBOCA GRANDEFL33921N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$10,000
MICHIGAN THEATER
603 EAST LIBERTY STREETANN ARBORMI48104N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$4,000
SALVATION ARMY
100 ARBANA DRIVEANN ARBORMI48103N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$2,500
ST ANDREWS EPISCOPAL CHURCH
306 N DIVISION STANN ARBORMI48104N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$7,500
BREAKFAST AT ST ANDREWS
306 N DIVISION STANN ARBORMI48104N/A501(C)(3)UNRESTRICTED SUPPORT ACTIVITIES$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$250ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$250ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$250TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,983Amt
Net Investment Income$992NetInvestmentIncomeAmt
Disbursements Charitable Prps$991DisbursementsCharitablePrpsAmt

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