CAMPBELL FUND: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CAMPBELL FUND (EIN 38-3334874)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-29
IRS object ID
202002739349100510
Schema version
2019v5.1
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)
Return2020-09-29T10:20:05-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Phone7342220663PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1427 N MAIN STREETAddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN P CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7342220663PhoneNum
Signature2020-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A KELLY CPAPreparerPersonNm
PTINP00091369PTIN
Phone7347612005PhoneNum
Preparation2020-08-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.80.202.145IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-27IPDt
IP Tm11:13:43IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9CD04F1CB723E71B5E53E9B4681DB05D1A64BE81AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,795,594FMVAssetsEOYAmt
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$5,191InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,191InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,191TotalRevAndExpnssAmt
Total Net Invst Incm$5,191TotalNetInvstIncmAmt
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$3,815AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,907AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,907TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$155,815TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,907TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$152,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$150,624ExcessRevenueOverExpensesAmt
Net Investment Income$3,284NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,946,218CashBOYAmt
Cash EOY$2,795,594CashEOYAmt
Cash EOYFMV$2,795,594CashEOYFMVAmt
Total Assets BOY$2,946,218TotalAssetsBOYAmt
Total Assets EOY$2,795,594TotalAssetsEOYAmt
Total Assets EOYFMV$2,795,594TotalAssetsEOYFMVAmt
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$2,946,218RetainedEarningBOYAmt
Retained Earning EOY$2,795,594RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,946,218TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,795,594TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,946,218TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,795,594TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,946,218TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$150,624ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,795,594SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,795,594TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$106,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,031,249NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035068DistributionYr1Rt
Adjusted Qlfy Distri Yr2$135,877AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,152,288NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043104DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,237AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,195,512NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.013531DistributionYr3Rt
Adjusted Qlfy Distri Yr4$155,526AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,281,985NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047388DistributionYr4Rt
Adjusted Qlfy Distri Yr5$97,420AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,393,288NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028710DistributionYr5Rt
Total Distribution0.167801TotalDistributionRt
Average Distribution0.033560AverageDistributionRt
Net Vl Noncharitable Assets$2,853,197NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$95,753AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$33NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$95,786AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$152,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$33InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$33SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$125ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$125TotalPaymentsAndCreditsAmt
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
Phone7342220663PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1427 NORTH MAIN STREETAddressLine1Txt
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
427 NORTH MAIN STREETANN ARBORMI48104PRESIDENT/DIRECTOR1.00$0$0$0
MARY L CAMPBELL
427 NORTH MAIN STREETANN ARBORMI48104SEC./TREAS./DIRECTOR1.00$0$0$0
ELIZABETH L CARR
427 NORTH MAIN STREETANN ARBORMI48104DIRECTOR0.00$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$2,896,647AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,896,647TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,896,647AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,450CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,853,197NetVlNoncharitableAssetsAmt
Minimum Investment Return$142,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$142,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Total Tax$33TotalTaxAmt
Distributable Before Adj$142,627DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$142,627DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$142,627DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$152,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$152,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$33PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$151,967AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,627DistributableAsAdjustedAmt
Undistributed Income PY$146,515UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$152,000QualifyingDistributionsAmt
Applied To Year1$146,515AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,485AppliedToCurrentYearAmt
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$137,142UndistributedIncomeCYAmt
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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPHA CHI CHAPTER EDUCATIONAL FOUNDATION OF KAPPA ALPHA THATA
PO BOX 3754W LAFAYETTEIN48104N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$10,000
FRIENDS OF BOCA GRANDE COMMUNITY CENTER
PO BOX 1222BOCA GRANDEFL33921N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$15,000
UNIVERSITY MUSICAL SOCIETY
881 N UNIVERSITY AVEANN ARBORMI48109N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$25,000
ANN ARBOR AREA COMMUNITY FOUNDATION
301 N MAIN ST NO 300ANN ARBORMI48104N/A501(C)(3)RESTRICTED SISTER YVONNE$10,000
GLEN LAKE ASSOCIATION INC
PO BOX 245GLEN ARBORMI49636N/A501(C)(3)UNRESTRICTED SUPPORT FOR ACTIVITIES$25,000
UNIVERSITY OF MICHIGAN - KELLOGG EYE CENTER
500 S STATE STANN ARBORMI48109N/A501(C)(3)RESTRICTED SUPPORT FOR ACTIVITIES$10,000
UNIVERSITY OF MICHIGAN - CAMPBELL CARR RESEARCH FUND
500 S STATE STANN ARBORMI48109N/A501(C)(3)RESTRICTED SUPPORT FOR ACTIVITIES$22,000
UNIVERSITY OF MICHIGAN - DARRELL CAMPBELL COLLEGIATE PROFESSORSHIP
500 S STATE STANN ARBORMI48109N/A501(C)(3)RESTRICTED SUPPORT FOR ACTIVITIES$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,000TotalGrantOrContriPdDurYrAmt
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$5,191ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,191ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,191TotalIncomeProducingActyAmt

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$3,815Amt
Net Investment Income$1,907NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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