Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JACK H AND RUTH C CAMPBELL FDN INC
 
Number and street (or P.O. box number if mail is not delivered to street address)100 FEDERAL ST 37TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

56-1887261
B Telephone number (see instructions)

(617) 357-9600
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,469,829J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 29,551 29,032  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 206,381
b Gross sales price for all assets on line 6a 719,388
7 Capital gain net income (from Part IV, line 2)... 206,381
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,322 1,322  
12 Total. Add lines 1 through 11........ 237,254 236,735  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 775 581 0 194
c Other professional fees (attach schedule).... Click to see attachment 14,942 11,206   3,736
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,735 347   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 5 5   5
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,457 12,139 0 3,935
25 Contributions, gifts, grants paid....... 101,700 101,700
26 Total expenses and disbursements. Add lines 24 and 25 121,157 12,139 0 105,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 116,097
b Net investment income (if negative, enter -0-) 224,596
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 46,254 200,080 200,080
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,464,020 Click to see attachment1,426,673 2,268,752
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 1,328 547 997
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,511,602 1,627,300 2,469,829
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,511,602 1,627,300
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,511,602 1,627,300
30 Total liabilities and net assets/fund balances (see instructions). 1,511,602 1,627,300
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,511,602
2
Enter amount from Part I, line 27a .....................
2
116,097
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,627,699
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
399
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,627,300
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 22. APPLE INC COM   2018-12-28 2020-01-02
b 39. WELLS FARGO & CO NEW COM   2010-10-20 2020-01-02
c 20. WELLS FARGO & CO NEW COM   2010-10-20 2020-01-02
d 25. WELLS FARGO & CO NEW COM   2010-10-20 2020-01-02
e 20. UNITEDHEALTH GROUP INC COM   2009-02-20 2020-01-14
158. WELLS FARGO & CO NEW COM   2010-10-20 2020-01-14
22. WELLS FARGO & CO NEW COM   2010-10-20 2020-01-14
21. T MOBILE US INC COM   2018-12-20 2020-02-12
12. T MOBILE US INC COM   2018-12-20 2020-02-12
18. T MOBILE US INC COM     2020-02-12
5. AMERICAN TOWER CORPORATION   2018-06-20 2020-02-28
13. AMERICAN TOWER CORPORATION   2018-06-20 2020-02-28
28. DANAHER CORP COM     2020-03-02
5. DANAHER CORP COM   2012-06-05 2020-03-02
49. INTERCONTINENTAL EXCHANGE, INC COM     2020-03-02
5. INTERCONTINENTAL EXCHANGE, INC COM   2018-10-01 2020-03-02
7. DUPONT DE NEMOURS INC COM     2020-03-03
19. DUPONT DE NEMOURS INC COM     2020-03-03
63. DUPONT DE NEMOURS INC COM     2020-03-03
302. KINDER MORGAN INC DEL COM     2020-03-04
98. KINDER MORGAN INC DEL COM     2020-03-04
30. ZOETIS INC CL A   2018-12-11 2020-03-04
37. BOEING CO COM   2013-01-17 2020-03-13
9. ALPHABET INC CAP STK CL C     2020-03-18
34. MARRIOTT INTERNATIONAL CL A   2020-03-04 2020-03-18
1. MARRIOTT INTERNATIONAL CL A   2020-03-04 2020-03-18
6. MARRIOTT INTERNATIONAL CL A     2020-03-18
33. MARRIOTT INTERNATIONAL CL A   2020-03-04 2020-03-19
7. MARRIOTT INTERNATIONAL CL A     2020-03-19
64. MERCK & CO INC NEW COM   2010-10-20 2020-03-24
2. MERCK & CO INC NEW COM   2010-10-20 2020-03-24
45. CIGNA CORP NEW USD     2020-03-26
23. EOG RES INC COM   2019-06-25 2020-03-27
126. EOG RES INC COM     2020-03-27
20. EOG RES INC COM   2015-07-28 2020-03-27
2. CITIGROUP INC COM NEW   2017-07-31 2020-03-31
1. CITIGROUP INC COM NEW   2017-07-31 2020-03-31
160. CITIGROUP INC COM NEW     2020-03-31
1899.335 VANGUARD SHORT TERM INVESTMENT GRADE FUND - ADM #539   2013-05-01 2020-04-08
467.29 VANGUARD SHORT TERM INVESTMENT GRADE FUND - ADM #539   2013-05-01 2020-04-16
34. VISA INC COM CL A     2020-04-16
67. MERCK & CO INC NEW COM   2010-10-20 2020-04-30
.422 RAYTHEON TECHNOLOGIES CORP COM   2019-04-02 2020-05-11
.5 OTIS WORLDWIDE CORP COM   2018-02-13 2020-05-12
19. CARRIER GLOBAL CORPORATION COM     2020-06-02
19. CARRIER GLOBAL CORPORATION COM     2020-06-02
135. CARRIER GLOBAL CORPORATION COM     2020-06-02
65. MEDTRONIC PLC SHS     2020-06-03
32. T MOBILE US INC COM   2019-04-02 2020-06-25
12. DISNEY WALT CO COM   2020-01-02 2020-06-26
34. DISNEY WALT CO COM     2020-06-26
14. T MOBILE US INC COM   2019-04-02 2020-06-26
97. CAPITAL ONE FINL CORP COM     2020-06-30
2. CAPITAL ONE FINL CORP COM   2013-02-28 2020-06-30
77. T MOBILE US INC RT EXP 07/27/2020     2020-07-01
216. T MOBILE US INC RT EXP 07/27/2020     2020-07-01
3. AMAZON.COM INC COM     2020-07-08
36. ABBOTT LABORATORIES COM     2020-08-03
10. ADOBE INC.   2018-12-18 2020-08-03
5. ALPHABET INC CAP STK CL C   2014-10-21 2020-08-03
2. ALPHABET INC CAP STK CL A   2011-03-15 2020-08-03
5. AMAZON.COM INC COM     2020-08-03
11. AMERICAN TOWER CORPORATION   2018-06-20 2020-08-03
20. AMERICAN WTR WKS CO INC NEW COM   2020-06-03 2020-08-03
27. ANALOG DEVICES INC COM     2020-08-03
25. APPLE INC COM     2020-08-03
23. AUTOMATIC DATA PROCESSING INC COM   2010-10-20 2020-08-03
2400. BARCLAYS ETN SELECT MLP ETN     2020-08-03
7. BLACKROCK INC COM   2019-03-26 2020-08-03
59. BLACKSTONE GROUP INC COM CL A   2019-07-23 2020-08-03
15. CIGNA CORP NEW USD   2015-12-03 2020-08-03
23. CHEVRON CORP NEW COM     2020-08-03
66. CISCO SYS INC COM     2020-08-03
55. CISCO SYS INC COM   2017-08-15 2020-08-03
30. CITIGROUP INC COM NEW   2011-04-06 2020-08-03
86. COMCAST CORP CL A     2020-08-03
35. DANAHER CORP COM     2020-08-03
18. DISNEY WALT CO COM   2020-01-14 2020-08-03
20. DOLLAR GEN CORP NEW COM   2013-01-09 2020-08-03
19. ECOLAB INC COM   2019-10-29 2020-08-03
38. FIDELITY NATL INFORMATION SVCS INC COM   2018-10-03 2020-08-03
43. FISERV INC COM   2019-01-25 2020-08-03
19. HOME DEPOT INC COM   2018-12-28 2020-08-03
31. HONEYWELL INTERNATIONAL INC COM     2020-08-03
42. INTERCONTINENTAL EXCHANGE, INC COM     2020-08-03
45. JPMORGAN CHASE & CO COM   2010-10-20 2020-08-03
40. JOHNSON & JOHNSON COM     2020-08-03
75. MICROSOFT CORP COM     2020-08-03
62. MONDELEZ INTL INC COM     2020-08-03
14. NEXTERA ENERGY INC COM     2020-08-03
30. ORACLE CORP COM   2008-12-19 2020-08-03
39. OTIS WORLDWIDE CORP COM     2020-08-03
29. PEPSICO INC COM     2020-08-03
18. PIONEER NAT RES CO COM     2020-08-03
51. QUALCOMM INC COM     2020-08-03
59. RAYTHEON TECHNOLOGIES CORP COM     2020-08-03
6. ROPER TECHNOLOGIES, INC.   2020-04-16 2020-08-03
16. SALESFORCE COM INC COM   2020-03-18 2020-08-03
93. SCHWAB CHARLES CORP NEW COM     2020-08-03
21. SCHWAB CHARLES CORP NEW COM   2020-01-14 2020-08-03
16. STRYKER CORP COM   2010-10-20 2020-08-03
57. TJX COS INC NEW COM   2019-08-06 2020-08-03
11. TJX COS INC NEW COM   2017-08-21 2020-08-03
46. T MOBILE US INC COM     2020-08-03
19. TEXAS INSTRUMENTS INC COM   2019-10-01 2020-08-03
13. THERMO FISHER CORP COM   2015-07-14 2020-08-03
11.815 TWEEDY BROWNE GLOBAL VALUE FUND #1     2020-08-03
4142.68 TWEEDY BROWNE GLOBAL VALUE FUND #1     2020-08-03
84. US BANCORP DEL COM NEW     2020-08-03
26. UNION PAC CORP COM   2015-11-10 2020-08-03
23. UNITEDHEALTH GROUP INC COM     2020-08-03
31. VF CORP COM   2018-12-28 2020-08-03
295. VANGUARD INDEX FDS SMALL CP ETF   2018-11-19 2020-08-03
39. VISA INC COM CL A     2020-08-03
35. WASTE MANAGEMENT INC COM     2020-08-03
20. ZOETIS INC CL A     2020-08-03
18. LINDE PLC COM   2010-10-20 2020-08-03
35. MEDTRONIC PLC SHS   2015-01-26 2020-08-03
48. APPLE INC COM   2010-12-16 2020-09-11
129. CITIGROUP INC COM NEW     2020-09-11
1. DANAHER CORP COM   2010-10-20 2020-09-11
26. DANAHER CORP COM   2010-10-20 2020-09-11
14. DOLLAR GEN CORP NEW COM   2013-01-09 2020-09-21
3. COMCAST CORP CL A   2011-08-19 2020-10-09
12. COMCAST CORP CL A   2011-08-19 2020-10-09
113. COMCAST CORP CL A     2020-10-09
28. AUTOMATIC DATA PROCESSING INC COM   2010-10-20 2020-11-05
19. DANAHER CORP COM   2010-10-20 2020-11-05
8. THERMO FISHER CORP COM   2015-07-14 2020-11-09
3. QUALCOMM INC COM   2016-11-18 2020-11-13
30. QUALCOMM INC COM   2016-11-18 2020-11-13
36. APPLE INC COM   2010-12-16 2020-11-16
7. BLACKROCK INC COM     2020-11-16
21. UNION PAC CORP COM     2020-11-16
86. ORACLE CORP COM   2008-12-19 2020-12-04
20. ORACLE CORP COM   2008-12-19 2020-12-04
26. ORACLE CORP COM     2020-12-04
24. QUALCOMM INC COM   2016-11-18 2020-12-04
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,566   3,448 3,118
b 2,095   1,007 1,088
c 1,075   516 559
d 1,343   646 697
e 5,723   561 5,162
7,862   4,080 3,782
1,092   568 524
2,010   1,351 659
1,145   772 373
1,720   1,152 568
1,136   703 433
2,911   1,828 1,083
4,093   1,832 2,261
721   192 529
4,456   3,666 790
450   374 76
309   726 -417
830   1,948 -1,118
2,767   6,249 -3,482
6,066   4,976 1,090
1,967   1,521 446
4,200   2,696 1,504
6,088   2,720 3,368
9,737   4,802 4,935
1,917   3,867 -1,950
54   114 -60
319   672 -353
2,047   3,687 -1,640
399   782 -383
4,371   2,367 2,004
137   74 63
7,288   6,965 323
819   2,079 -1,260
4,486   11,540 -7,054
727   1,542 -815
88   137 -49
44   68 -24
6,968   8,848 -1,880
20,000   20,570 -570
5,000   5,061 -61
5,503   4,028 1,475
5,344   2,478 2,866
24   34 -10
26   32 -6
411   398 13
399   395 4
2,869   1,475 1,394
6,335   4,957 1,378
3,536   2,234 1,302
1,321   1,766 -445
3,709   4,976 -1,267
1,511   977 534
6,060   6,456 -396
125   103 22
13     13
36     36
9,129   3,464 5,665
3,615   3,266 349
4,470   2,271 2,199
7,344   2,617 4,727
2,949   561 2,388
15,602   1,529 14,073
2,834   1,547 1,287
2,920   2,639 281
3,148   2,315 833
10,895   1,259 9,636
3,093   869 2,224
25,441   58,572 -33,131
4,069   2,943 1,126
3,138   2,752 386
2,593   2,066 527
1,930   2,885 -955
3,115   3,189 -74
2,596   1,771 825
1,516   1,367 149
3,689   2,049 1,640
7,211   1,329 5,882
2,101   2,627 -526
3,831   858 2,973
3,545   3,689 -144
5,648   4,108 1,540
4,339   3,636 703
5,056   3,258 1,798
4,612   4,463 149
4,037   2,999 1,038
4,368   1,717 2,651
5,883   4,210 1,673
15,991   2,101 13,890
3,447   3,155 292
3,876   1,487 2,389
1,676   536 1,140
2,474   2,122 352
3,956   2,592 1,364
1,776   3,146 -1,370
5,608   3,356 2,252
3,368   4,567 -1,199
2,632   1,880 752
3,233   2,080 1,153
3,103   4,462 -1,359
701   1,007 -306
3,064   802 2,262
2,966   2,984 -18
572   393 179
4,945   2,801 2,144
2,450   2,438 12
5,440   1,775 3,665
289   327 -38
101,206   105,453 -4,247
3,100   4,486 -1,386
4,503   2,201 2,302
6,980   641 6,339
1,856   2,067 -211
45,516   42,927 2,589
7,448   3,089 4,359
3,815   3,974 -159
3,099   1,756 1,343
4,422   2,942 1,480
3,388   2,648 740
5,303   551 4,752
6,579   5,563 1,016
205   32 173
5,327   825 4,502
2,853   600 2,253
136   30 106
544   121 423
5,090   1,106 3,984
4,602   1,058 3,544
4,595   603 3,992
3,920   1,093 2,827
437   196 241
4,330   1,958 2,372
4,319   413 3,906
4,727   1,913 2,814
4,332   1,499 2,833
5,157   1,536 3,621
1,201   357 844
1,559   445 1,114
3,772   1,566 2,206
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
      63,664
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,118
b       1,088
c       559
d       697
e       5,162
      3,782
      524
      659
      373
      568
      433
      1,083
      2,261
      529
      790
      76
      -417
      -1,118
      -3,482
      1,090
      446
      1,504
      3,368
      4,935
      -1,950
      -60
      -353
      -1,640
      -383
      2,004
      63
      323
      -1,260
      -7,054
      -815
      -49
      -24
      -1,880
      -570
      -61
      1,475
      2,866
      -10
      -6
      13
      4
      1,394
      1,378
      1,302
      -445
      -1,267
      534
      -396
      22
      13
      36
      5,665
      349
      2,199
      4,727
      2,388
      14,073
      1,287
      281
      833
      9,636
      2,224
      -33,131
      1,126
      386
      527
      -955
      -74
      825
      149
      1,640
      5,882
      -526
      2,973
      -144
      1,540
      703
      1,798
      149
      1,038
      2,651
      1,673
      13,890
      292
      2,389
      1,140
      352
      1,364
      -1,370
      2,252
      -1,199
      752
      1,153
      -1,359
      -306
      2,262
      -18
      179
      2,144
      12
      3,665
      -38
      -4,247
      -1,386
      2,302
      6,339
      -211
      2,589
      4,359
      -159
      1,343
      1,480
      740
      4,752
      1,016
      173
      4,502
      2,253
      106
      423
      3,984
      3,544
      3,992
      2,827
      241
      2,372
      3,906
      2,814
      2,833
      3,621
      844
      1,114
      2,206
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 206,381
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,122
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,122
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,122
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,128
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,128
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletCIBC NATIONAL TRUST COMPANY Telephone no.bullet (617) 357-9600

    Located atbullet100 FEDERAL ST 37TH FLBOSTONMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JACK H CAMPBELL JR SEC/TREAS, AS REQ'D
    0     		0    
    418 North Trade Street
    WINSTONSALEM,NC27101
    JENNY R CAMPBELL PRESIDENT
    0     		0    
    411 Canyon Trail
    CHARLOTTE,NC28270
    CAROLINE ROSS TAYLOE DIRECTOR
    0     		0    
    1954 Shoreham Drive
    Charlotte,NC28211
    HADLEY C ROSS DIRECTOR
    0     		0    
    148 11th Street NE
    Washington,DC20002
    ELIZABETH C HOERNER DIRECTOR
    0     		0    
    2200 W San Angelo Street Apt 207
    Gilbert,AZ85233
    SARAH H CAMPBELL DIRECTOR
    0     		0    
    418 North Trade Street
    WinstonSalem,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,056,033
    b
    Average of monthly cash balances.......................
    1b
    127,813
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,183,846
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,183,846
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    32,758
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,151,088
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    107,554
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    107,554
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,122
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,122
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    104,432
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    104,432
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    104,432
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    105,635
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    105,635
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    105,635
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 104,432
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 96,375
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 105,635
    a Applied to 2019, but not more than line 2a 96,375
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 9,260
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		95,172
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVENUE
    Charlotte,NC28203     		NONE PC GENERAL SUPPORT 5,000
    COMMUNITY CLINIC OF HIGH POINT INC
    779 N MAIN STREET
    High Point,NC27262     		NONE PC GENERAL SUPPORT 5,000
    SECOND HARVEST FOOD BANK METROLINA
    500 SPRATT ST STE B
    Charlotte,NC282063235     		NONE PC GENERAL SUPPORT 5,000
    A CHILD'S PLACE
    6800 ST PETERS LANE
    CHARLOTTE,NC28105     		NONE PC GENERAL SUPPORT 5,000
    CHARLOTTE MECKLENBURG LIBRARY
    310 NORTH TRYON STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 5,000
    CRISIS ASSISTANCE MINISTRY
    500A PRATT STREET
    CHARLOTTE,NC28206     		NONE PC GENERAL SUPPORT 5,000
    WTVI-PBS CHARLOTTE
    3242 COMMONWEALTH AVE
    Charlotte,NC28205     		NONE PC GENERAL SUPPORT 5,000
    Winston-Salem Foundation
    Attn Susan Elster
    751 WEST FOURTH ST SUITE 200
    WinstonSalem,NC27101     		NONE PC APPLIED TO JACK & SUSAN 43,200
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC200906749     		NONE PC GENERAL SUPPORT 10,000
    LOAVES AND FISHES
    648 GRIFFITH RD SUITE B
    Charlotte,NC28205     		NONE PC GENERAL SUPPORT 3,500
    CHARLOTTE SYMPHANY
    128 S TRYON SUITE 350
    Charlotte,NC28105     		NONE PC GENERAL SUPPORT 5,000
    CHARLOTTE BALLET
    701 N TRYON
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 101,700
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 29,551  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 206,381  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBARCLAYS ETN SELEC     		    14 1,322  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   237,254  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    237,254
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JACK H AND RUTH C CAMPBELL FDN INC
    EIN:
    56-1887261
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 775 581   194

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JACK H AND RUTH C CAMPBELL FDN INC
    EIN:
    56-1887261
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD SHT TERM INVT GRADE 125,201 127,526
    AMAZON.COM INC 13,753 84,680
    AMG TIMESSQUARE MID CAP GROWTH 298,994 373,331
    APPLE INC COM 4,042 46,707
    AUTOMATIC DATA PROCESSING 2,758 12,863
    IPATH SELECT MLP ETN    
    BLACKROCK INC COM 4,193 18,760
    BOEING CO COM    
    CAPITAL ONE FINL CORP COM    
    CISCO SYS INC COM 8,237 23,673
    CITIGROUP INC COM    
    COMCAST CORP CL A 2,408 12,995
    DANAHER CORP COM 3,382 23,769
    DOLLAR GEN CORP NEW COM 6,771 16,193
    FIDELITY NATL INFORMATION SVCS 6,919 23,907
    FISERV INC COM 5,209 21,520
    HOME DEPOT INC COM 6,315 21,515
    JOHNSON & JOHNSON 15,215 27,699
    JP MORGAN CHASE & CO COM 7,539 25,287
    MEDTRONIC INC COM 11,729 18,157
    MERCK & CO INC NEW COM    
    MICROSOFT CORP COM 8,240 73,621
    ORACLE CORP COM    
    PEPSICO INC COM 10,015 18,686
    STRYKER CORP COM 6,100 17,153
    TJX COS INC NEW COM 9,020 20,282
    UNION PAC CORP 8,437 19,364
    UNITED TECHNOLOGIES CORP COM    
    UNITEDHEALTH GROUP INC COM 9,216 34,717
    US BANCORP DEL COM NEW USB 13,647 17,145
    VF CORP COM 3,707 11,616
    VISA INC COM CL A 6,556 37,840
    WELLS FARGO & CO NEW COM    
    EOG RES INC COM    
    KINDER MORGAN INC DEL COM    
    NEXTERA ENERGY INC COM 10,872 18,516
    QUALCOMM INC COM 9,726 25,745
    THERMO FISHER CORP COM 6,120 21,892
    CIGNA CORP COM 8,096 13,115
    ALPHABET INC CAP STK CL A 6,904 21,032
    ALPHABET INC CAP STK CL C 7,696 36,789
    AMERICAN TOWER CORPORATION 5,600 10,999
    CIBC ATLAS INCOME OPPORTUNITIE 100,232 126,945
    PIONEER NAT RES CO COM 11,859 8,770
    ADOBE SYS INC COM 6,275 23,006
    CHEVRON CORP NEW COM 11,771 8,529
    HONEYWELL INTERNATIONAL INC CO 17,205 29,353
    INTERCONTINENTAL EXCHANGE, INC 12,273 20,983
    TWEEDY BROWNE GLOBAL VALUE FUN    
    ANALOG DEVICES INC COM 9,849 17,432
    LINDE PLC COM 12,913 20,817
    RAYTHEON CO COM NEW 13,550 18,307
    T MOBILE US INC COM 13,217 27,105
    VANGUARD INDEX FDS SMALL CP ET    
    ZOETIS INC CL A 12,107 19,033
    BLACKSTONE GROUP INC COM CL A 15,979 21,452
    DUPONT DE NEMOURS INC COM    
    ECOLAB INC COM 13,205 17,958
    MATTHEWS PACIFIC TIGER FUND- I 165,177 204,326
    SCHWAB CHARLES CORP NEW COM 22,599 26,414
    TEXAS INSTRUMENTS INC COM 10,450 13,623
    WASTE MANAGEMENT INC COM 16,182 18,043
    DISNEY WALT CO COM 10,757 14,494
    COHEN & STEERS PREFERRED SECUR 25,000 26,105
    ABBOTT LABORATORIES COM 16,365 21,132
    AMERICAN ELEC PWR INC COM 14,352 13,240
    AMERICAN WTR WKS CO INC NEW CO 10,882 13,045
    ASTRAZENECA PLC SPONSORED ADR 16,838 15,197
    CIBC ATLAS INTERNATIONAL GROWT 100,000 122,753
    CONESTOGA SMALL CAP FUND - INS 45,000 54,698
    MONDELEZ INTL INC COM 17,747 19,938
    OTIS WORLDWIDE CORP COM 7,527 11,484
    PNC FINL SVCS GROUP INC COM 12,202 14,453
    ROPER TECHNOLOGIES, INC. 11,533 15,950
    S&P GLOBAL INC COM 12,503 12,163
    SALESFORCE COM INC COM 8,507 14,910

    TY 2020 OtherDecreasesSchedule
    Name:
    JACK H AND RUTH C CAMPBELL FDN INC
    EIN:
    56-1887261
    Description Amount
    RETURN OF CAPITAL 398
    ROUNDING AND TIMING 1


    TY 2020 OtherExpensesSchedule
    Name:
    JACK H AND RUTH C CAMPBELL FDN INC
    EIN:
    56-1887261
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 5 5   5


    TY 2020 OtherIncomeSchedule2
    Name:
    JACK H AND RUTH C CAMPBELL FDN INC
    EIN:
    56-1887261
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BARCLAYS ETN SELECT MLP ETN 1,322 1,322  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JACK H AND RUTH C CAMPBELL FDN INC
    EIN:
    56-1887261
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES - INCOME (NON-DED 7,471 5,603   1,868
    TRUSTEE FEES-PRIN (NON-DEDUCTI 7,471 5,603   1,868


    TY 2020 TaxesSchedule
    Name:
    JACK H AND RUTH C CAMPBELL FDN INC
    EIN:
    56-1887261
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 260 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,128 0   0
    FOREIGN TAXES ON QUALIFIED FOR 277 277   0
    FOREIGN TAXES ON NONQUALIFIED 70 70   0