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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 09-01-2021 , and ending 08-31-2022
Name of foundation
ROBERT & NANCY CAMPBELL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)POBOX 1532 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

23-3033274
B Telephone number (see instructions)

(888) 866-3275
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$1,228,658
J 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... 18,360 18,360  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,438
b Gross sales price for all assets on line 6a 443,125
7 Capital gain net income (from Part IV, line 2)... 53,438
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).......      
12 Total. Add lines 1 through 11........ 71,798 71,798  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000     20,000
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)....... 1,500 0 0 1,500
c Other professional fees (attach schedule).... 14,233 8,540   5,693
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,629 153   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,362 8,693 0 27,193
25 Contributions, gifts, grants paid....... 166,000 166,000
26 Total expenses and disbursements. Add lines 24 and 25 203,362 8,693 0 193,193
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -131,564
b Net investment income (if negative, enter -0-) 63,105
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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 4 4
2 Savings and temporary cash investments......... 45,450 37,143 37,143
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).......      
c Investments—corporate bonds (attach schedule).......   Click to see attachment183,865 184,377
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 961,574 Click to see attachment654,246 1,007,134
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,007,026 875,258 1,228,658
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........ 1,007,026 875,258
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)..... 1,007,026 875,258
30 Total liabilities and net assets/fund balances (see instructions). 1,007,026 875,258
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
1,007,026
2
Enter amount from Part I, line 27a .....................
2
-131,564
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
875,462
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
204
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
875,258
Form 990-PF (2021)
Form 990-PF (2021)
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 3. FIRST TRUST CLOUD COMPUTING ETF   2020-08-03 2021-10-18
b 5. FIRST TRUST CLOUD COMPUTING ETF   2021-02-04 2022-01-12
c 15. FIRST TRUST NASDAQ CYBERSECURITY ETF   2020-08-03 2021-09-29
d 8. FIRST TRUST NASDAQ CYBERSECURITY ETF   2020-08-03 2021-10-18
e 64. FIRST TRUST NASDAQ CYBERSECURITY ETF   2020-08-03 2022-01-12
15. FIRST TRUST NASDAQ CYBERSECURITY ETF   2022-02-02 2022-06-28
5. FIRST TRUST NASDAQ CYBERSECURITY ETF   2020-08-03 2022-06-28
21. FIRST TRUST NASDAQ CYBERSECURITY ETF   2021-02-04 2022-06-28
25. FIRST TRUST NASDAQ CYBERSECURITY ETF   2020-08-03 2022-08-04
42. FIRST TRUST NASDAQ CYBERSECURITY ETF   2020-02-11 2022-08-04
5. FIRST TRUST NASDAQ CYBERSECURITY ETF   2022-02-03 2022-08-11
11. FIRST TRUST NASDAQ CYBERSECURITY ETF   2021-02-03 2022-08-11
15. FIRST TRUST NASDAQ CYBERSECURITY ETF   2021-08-11 2022-08-11
2. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2021-08-11 2021-10-18
12. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2020-08-03 2022-01-12
11. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2020-08-03 2022-02-02
7. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2021-08-11 2022-02-02
1. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2020-08-03 2022-02-03
7. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2021-08-11 2022-02-03
5. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2021-02-04 2022-06-28
1. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2020-08-03 2022-08-04
2. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2021-02-04 2022-08-04
12. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2016-02-12 2022-08-04
3. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2021-02-03 2022-08-11
3. INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY   2020-08-03 2022-08-11
1. ISHARES NASDAQ BIOTECH ETF   2021-02-03 2021-09-29
2. ISHARES NASDAQ BIOTECH ETF   2010-01-27 2021-09-29
1. ISHARES NASDAQ BIOTECH ETF   2021-02-04 2021-10-18
6. ISHARES NASDAQ BIOTECH ETF   2022-02-02 2022-06-28
3. ISHARES NASDAQ BIOTECH ETF   2021-02-04 2022-08-04
1. ISHARES NASDAQ BIOTECH ETF   2008-09-05 2022-08-04
4. ISHARES U.S. CONSUMER SERVICES ETF   2021-08-11 2021-09-29
9. ISHARES U.S. CONSUMER SERVICES ETF   2020-02-11 2021-10-18
58. ISHARES U.S. CONSUMER SERVICES ETF   2020-02-11 2022-01-12
18. ISHARES U.S. CONSUMER SERVICES ETF   2021-08-11 2022-02-02
39. ISHARES U.S. CONSUMER SERVICES ETF   2020-02-11 2022-02-02
10. ISHARES U.S. CONSUMER SERVICES ETF   2020-08-03 2022-02-03
18. ISHARES U.S. CONSUMER SERVICES ETF   2021-08-11 2022-02-03
3. ISHARES U.S. CONSUMER SERVICES ETF   2021-02-04 2022-06-28
32. ISHARES U.S. CONSUMER SERVICES ETF   2021-02-04 2022-08-04
2. ISHARES US UTILITIES ETF   2021-08-11 2021-10-18
8. ISHARES US UTILITIES ETF   2020-02-11 2022-01-12
1. ISHARES US UTILITIES ETF   2022-02-02 2022-06-28
6. ISHARES US UTILITIES ETF   2020-08-03 2022-06-28
6. ISHARES US UTILITIES ETF   2021-02-04 2022-06-28
4. ISHARES US UTILITIES ETF   2019-08-05 2022-06-28
2. ISHARES US UTILITIES ETF   2020-02-11 2022-06-28
2. ISHARES US UTILITIES ETF   2020-08-03 2022-08-04
1. ISHARES US UTILITIES ETF   2019-03-05 2022-08-04
2. ISHARES US UTILITIES ETF   2021-02-03 2022-08-11
2. ISHARES US UTILITIES ETF   2019-08-06 2022-08-11
2. ISHARES US UTILITIES ETF   2020-02-07 2022-08-11
1. ISHARES US UTILITIES ETF   2021-08-11 2022-08-22
2. ISHARES U.S. INDUSTRIALS ETF   2021-08-11 2021-09-29
2. ISHARES U.S. INDUSTRIALS ETF   2021-08-11 2021-10-18
7. ISHARES U.S. INDUSTRIALS ETF   2010-05-05 2022-01-12
18. ISHARES U.S. INDUSTRIALS ETF   2022-02-02 2022-08-04
7. ISHARES U.S. INDUSTRIALS ETF   2021-02-04 2022-08-04
1. ISHARES U.S. INDUSTRIALS ETF   2022-02-03 2022-08-11
1. ISHARES U.S. INDUSTRIALS ETF   2021-08-11 2022-08-11
2. ISHARES U.S. HEALTHCARE ETF   2020-04-16 2021-09-29
2. ISHARES U.S. HEALTHCARE ETF   2020-04-16 2021-10-18
7. ISHARES U.S. HEALTHCARE ETF   2020-04-16 2022-01-12
1. ISHARES U.S. HEALTHCARE ETF   2022-02-02 2022-06-28
2. ISHARES U.S. HEALTHCARE ETF   2014-01-13 2022-06-28
11. ISHARES U.S. HEALTHCARE ETF   2020-04-16 2022-06-28
4. ISHARES CORE S&P SMALL CAP ETF   2020-02-11 2021-10-18
19. ISHARES CORE S&P SMALL CAP ETF   2020-02-11 2022-01-12
4. ISHARES CORE S&P SMALL CAP ETF   2022-02-02 2022-06-28
15. ISHARES CORE S&P SMALL CAP ETF   2021-08-11 2022-06-28
3. ISHARES CORE S&P SMALL CAP ETF   2022-02-02 2022-08-04
17. ISHARES CORE S&P SMALL CAP ETF   2021-02-04 2022-08-04
5. ISHARES CORE S&P SMALL CAP ETF   2021-08-11 2022-08-11
1. ISHARES CORE S&P SMALL CAP ETF   2022-02-03 2022-08-22
5. ISHARES GLOBAL CLEAN ENERGY ETF   2021-02-04 2021-10-18
1. ISHARES GLOBAL CLEAN ENERGY ETF   2021-08-11 2021-10-18
52. ISHARES GLOBAL CLEAN ENERGY ETF   2021-08-11 2022-02-02
88. ISHARES GLOBAL CLEAN ENERGY ETF   2020-11-20 2022-02-02
3. ISHARES GLOBAL CLEAN ENERGY ETF   2021-02-03 2022-02-03
25. ISHARES GLOBAL CLEAN ENERGY ETF   2021-08-11 2022-02-03
16. ISHARES GLOBAL CLEAN ENERGY ETF   2020-11-20 2022-02-03
53. ISHARES GLOBAL CLEAN ENERGY ETF   2020-11-20 2022-06-28
10. ISHARES GLOBAL CLEAN ENERGY ETF   2020-11-20 2022-08-04
24. ISHARES GLOBAL CLEAN ENERGY ETF   2020-11-20 2022-08-11
1. ISHARES MSCI ACWI EX US ETF   2021-08-11 2021-09-29
8. ISHARES MSCI ACWI EX US ETF   2020-02-11 2021-10-18
6. ISHARES MSCI ACWI EX US ETF   2021-08-11 2021-10-18
45. ISHARES MSCI ACWI EX US ETF   2020-02-11 2022-01-12
4. ISHARES US AEROSPACE & DEFENSE ETF   2019-03-06 2021-09-29
1. ISHARES US AEROSPACE & DEFENSE ETF   2017-02-09 2021-10-18
5. ISHARES US AEROSPACE & DEFENSE ETF   2017-02-09 2022-01-12
2. ISHARES US AEROSPACE & DEFENSE ETF   2022-02-02 2022-06-28
10. ISHARES US AEROSPACE & DEFENSE ETF   2017-02-09 2022-06-28
2. ISHARES US AEROSPACE & DEFENSE ETF   2017-02-09 2022-08-04
1. ISHARES US AEROSPACE & DEFENSE ETF   2019-03-06 2022-08-11
5. ISHARES U.S. MEDICAL DEVICES ETF   2020-02-07 2021-09-29
2. ISHARES U.S. MEDICAL DEVICES ETF   2010-08-24 2021-10-18
12. ISHARES U.S. MEDICAL DEVICES ETF   2010-08-24 2022-01-12
3. ISHARES U.S. MEDICAL DEVICES ETF   2022-02-02 2022-06-28
4. ISHARES U.S. MEDICAL DEVICES ETF   2021-02-04 2022-06-28
2. ISHARES U.S. MEDICAL DEVICES ETF   2021-02-04 2022-08-04
4. ISHARES MSCI EAFE GROWTH ETF   2020-08-03 2021-10-18
10. ISHARES MSCI EAFE GROWTH ETF   2020-08-03 2022-01-12
45. ISHARES MSCI EAFE GROWTH ETF   2020-08-03 2022-02-02
14. ISHARES MSCI EAFE GROWTH ETF   2021-02-04 2022-02-02
13. ISHARES MSCI EAFE GROWTH ETF   2021-08-11 2022-02-03
5. ISHARES MSCI EAFE GROWTH ETF   2020-08-03 2022-06-28
21. ISHARES MSCI EAFE GROWTH ETF   2020-08-03 2022-08-04
4. ISHARES MSCI EAFE GROWTH ETF   2021-08-11 2022-08-11
7. ISHARES CORE HIGH DIVIDEND ETF   2021-08-11 2021-10-18
35. ISHARES CORE HIGH DIVIDEND ETF   2014-01-13 2022-01-12
32. ISHARES CORE HIGH DIVIDEND ETF   2022-02-02 2022-06-28
11. ISHARES CORE HIGH DIVIDEND ETF   2014-01-13 2022-06-28
6. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2021-08-11 2021-10-18
8. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2020-08-03 2022-01-12
7. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2020-04-16 2022-01-12
14. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2021-08-11 2022-06-28
7. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2021-08-11 2022-08-04
10. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2018-02-27 2021-09-29
5. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2019-03-05 2021-10-18
19. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2019-03-05 2022-01-12
9. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2021-02-04 2022-02-02
32. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2019-03-05 2022-02-02
2. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2021-02-03 2022-02-03
14. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2018-02-27 2022-02-03
13. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2019-03-05 2022-06-28
5. ISHARES EXPONENTIAL TECHNOLOGIES ETF   2019-03-05 2022-08-04
9. ISHARES CORE MSCI EUROPE ETF   2021-08-11 2021-10-18
27. ISHARES CORE MSCI EUROPE ETF   2021-08-11 2022-01-12
6. ISHARES CORE MSCI EUROPE ETF   2022-02-03 2022-03-09
49. ISHARES CORE MSCI EUROPE ETF   2021-08-11 2022-03-09
7. ISHARES CORE MSCI EUROPE ETF   2022-02-02 2022-03-09
129. ISHARES CORE MSCI EUROPE ETF   2020-08-03 2022-03-09
29. ISHARES CORE MSCI EUROPE ETF   2021-02-04 2022-03-09
3. ISHARES CORE MSCI EUROPE ETF   2021-08-11 2022-03-09
24. ISHARES CORE MSCI EUROPE ETF   2020-08-03 2022-06-28
3. ISHARES MSCI USA ESG   2021-08-11 2021-10-18
6. ISHARES MSCI USA ESG   2021-08-11 2022-01-12
3. ISHARES MSCI USA ESG   2022-02-02 2022-06-28
5. ISHARES MSCI USA ESG   2021-08-11 2022-06-28
35. ISHARES MSCI USA ESG   2021-08-11 2022-08-04
3. S&P DEPOSITARY RECEIPTS SERIES 1   2019-03-06 2021-09-29
2. S&P DEPOSITARY RECEIPTS SERIES 1   2016-02-12 2021-10-18
12. S&P DEPOSITARY RECEIPTS SERIES 1   2016-02-12 2022-01-12
1. S&P DEPOSITARY RECEIPTS SERIES 1   2022-02-02 2022-06-28
4. S&P DEPOSITARY RECEIPTS SERIES 1   2016-02-12 2022-06-28
2. S&P DEPOSITARY RECEIPTS SERIES 1   2016-02-12 2022-08-04
100. SPDR GOLD TRUST   2008-12-18 2021-09-09
330. SPDR GOLD TRUST   2005-01-10 2021-09-09
150. SPDR GOLD TRUST   2005-01-10 2021-09-09
100. SPDR GOLD TRUST   2008-12-18 2021-10-08
330. SPDR GOLD TRUST   2005-01-10 2021-10-08
150. SPDR GOLD TRUST   2005-01-10 2021-10-08
100. SPDR GOLD TRUST   2008-12-18 2021-11-04
330. SPDR GOLD TRUST   2005-01-10 2021-11-04
150. SPDR GOLD TRUST   2005-01-10 2021-11-04
100. SPDR GOLD TRUST   2008-12-18 2021-12-03
150. SPDR GOLD TRUST   2005-01-10 2021-12-03
330. SPDR GOLD TRUST   2005-01-10 2021-12-03
150. SPDR GOLD TRUST   2005-01-10 2021-12-09
1. SPDR S&P BIOTECH ETF   2021-02-03 2021-09-29
3. SPDR S&P BIOTECH ETF   2020-08-03 2021-09-29
2. SPDR S&P BIOTECH ETF   2020-08-03 2021-10-18
12. SPDR S&P BIOTECH ETF   2022-02-02 2022-08-04
24. SPDR S&P BIOTECH ETF   2020-08-03 2022-08-04
4. SPDR S&P BIOTECH ETF   2020-02-11 2022-08-04
7. SPDR S&P BIOTECH ETF   2020-08-03 2022-08-11
2. SPDR S&P BIOTECH ETF   2021-08-11 2022-08-11
2. SPDR S&P MIDCAP 400 ETF TRUST   2020-02-07 2021-09-29
1. SPDR S&P MIDCAP 400 ETF TRUST   2019-03-05 2021-10-18
5. SPDR S&P MIDCAP 400 ETF TRUST   2019-03-05 2022-01-12
1. SPDR S&P MIDCAP 400 ETF TRUST   2022-02-02 2022-06-28
1. SPDR S&P MIDCAP 400 ETF TRUST   2021-02-04 2022-06-28
1. SPDR S&P MIDCAP 400 ETF TRUST   2019-03-05 2022-06-28
2. SPDR S&P MIDCAP 400 ETF TRUST   2020-08-03 2022-08-04
5. SECTOR SPDR CONSMRS STPL   2019-03-06 2021-09-29
2. SECTOR SPDR CONSMRS STPL   2010-07-23 2021-10-18
17. SECTOR SPDR CONSMRS STPL   2010-07-23 2022-01-12
2. SECTOR SPDR CONSMRS STPL   2019-03-06 2022-02-03
1. SECTOR SPDR CONSMRS STPL   2022-02-02 2022-06-28
14. SECTOR SPDR CONSMRS STPL   2021-02-04 2022-06-28
7. SPDR US FINANCIAL SECTOR ETF   2017-02-10 2021-09-29
14. SPDR US FINANCIAL SECTOR ETF   2021-08-11 2021-09-29
15. SPDR US FINANCIAL SECTOR ETF   2013-03-20 2021-10-18
96. SPDR US FINANCIAL SECTOR ETF   2013-03-20 2022-01-12
18. SELECT SECTOR SPDR TR   2015-08-28 2021-09-29
8. SELECT SECTOR SPDR TR   2014-01-13 2021-10-18
69. SELECT SECTOR SPDR TR   2014-01-13 2022-01-12
5. SELECT SECTOR SPDR TR   2015-08-28 2022-02-03
8. SELECT SECTOR SPDR TR   2022-02-02 2022-06-28
8. COMM SERVICES SELECT   2021-08-11 2021-10-18
78. COMM SERVICES SELECT   2021-08-11 2022-02-02
6. COMM SERVICES SELECT   2021-08-11 2022-02-03
3. REAL ESTATE SELECT SECTOR SPDR FUND   2021-08-11 2021-10-18
4. REAL ESTATE SELECT SECTOR SPDR FUND   2021-08-11 2022-01-12
2. REAL ESTATE SELECT SECTOR SPDR FUND   2022-02-02 2022-06-28
12. REAL ESTATE SELECT SECTOR SPDR FUND   2021-08-11 2022-06-28
1. REAL ESTATE SELECT SECTOR SPDR FUND   2021-08-11 2022-08-04
7. VANGUARD DIVIDEND APPRECIATION ETF   2018-07-09 2021-09-29
4. VANGUARD DIVIDEND APPRECIATION ETF   2018-07-09 2021-10-18
16. VANGUARD DIVIDEND APPRECIATION ETF   2018-07-09 2022-01-12
13. VANGUARD DIVIDEND APPRECIATION ETF   2014-01-13 2022-01-12
9. VANGUARD DIVIDEND APPRECIATION ETF   2022-02-02 2022-06-28
9. VANGUARD DIVIDEND APPRECIATION ETF   2021-02-04 2022-06-28
4. VANGUARD DIVIDEND APPRECIATION ETF   2021-02-04 2022-08-04
1. VANGUARD DIVIDEND APPRECIATION ETF   2022-02-03 2022-08-22
2. VANGUARD MEGA CAP GROWTH ETF   2020-08-03 2021-09-29
1. VANGUARD MEGA CAP GROWTH ETF   2020-08-03 2021-10-18
8. VANGUARD MEGA CAP GROWTH ETF   2020-08-03 2022-01-12
1. VANGUARD MEGA CAP GROWTH ETF   2022-02-02 2022-08-04
2. VANGUARD MEGA CAP GROWTH ETF   2020-08-03 2022-08-04
725. VANGUARD SHORT-TERM BOND ETF   2021-02-08 2022-04-25
1690. VANGUARD SHORT-TERM BOND ETF   2021-02-08 2022-04-25
10. VANGUARD INTL EQTY INDX   2018-02-27 2021-09-29
6. VANGUARD INTL EQTY INDX   2018-02-27 2021-10-18
20. VANGUARD INTL EQTY INDX   2018-02-27 2022-01-12
4. VANGUARD INTL EQTY INDX   2022-02-02 2022-06-28
16. VANGUARD INTL EQTY INDX   2018-02-27 2022-06-28
7. VANGUARD VALUE ETF   2020-02-07 2021-09-29
5. VANGUARD VALUE ETF   2020-02-11 2021-10-18
13. VANGUARD VALUE ETF   2020-02-11 2022-01-12
20. VANGUARD VALUE ETF   2018-09-25 2022-01-12
10. VANGUARD VALUE ETF   2022-02-02 2022-06-28
7. VANGUARD TOTAL STOCK MARKET ETF   2009-06-05 2021-09-29
3. VANGUARD TOTAL STOCK MARKET ETF   2019-03-05 2021-10-18
13. VANGUARD TOTAL STOCK MARKET ETF   2019-03-05 2022-01-12
8. VANGUARD TOTAL STOCK MARKET ETF   2008-10-22 2022-01-12
3. VANGUARD TOTAL STOCK MARKET ETF   2022-02-02 2022-06-28
6. VANGUARD TOTAL STOCK MARKET ETF   2021-02-04 2022-06-28
2. VANGUARD TOTAL STOCK MARKET ETF   2021-02-04 2022-08-04
3. VANGUARD TOTAL STOCK MARKET ETF   2008-10-22 2022-08-04
4. WISDOMTREE EMERGING MARK   2021-02-04 2021-10-18
36. WISDOMTREE EMERGING MARK   2021-02-04 2022-02-02
144. WISDOMTREE EMERGING MARK   2021-08-11 2022-02-02
15. WISDOMTREE EMERGING MARK   2021-02-03 2022-02-03
40. WISDOMTREE EMERGING MARK   2021-08-11 2022-02-03
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 339   239 100
b 505   528 -23
c 734   542 192
d 423   289 134
e 3,247   2,312 935
614   716 -102
205   181 24
860   949 -89
1,094   903 191
1,839   1,363 476
228   234 -6
501   490 11
683   721 -38
599   599  
3,802   2,542 1,260
3,279   2,330 949
2,086   2,098 -12
291   212 79
2,035   2,098 -63
1,206   1,306 -100
275   212 63
551   523 28
3,305   963 2,342
832   776 56
832   635 197
162   164 -2
323   56 267
155   166 -11
704   800 -96
390   498 -108
130   28 102
315   316 -1
730   529 201
4,770   3,406 1,364
1,373   1,421 -48
2,974   2,290 684
742   587 155
1,336   1,421 -85
174   217 -43
2,144   2,313 -169
162   168 -6
685   691 -6
85   85  
508   446 62
508   468 40
339   299 40
169   173 -4
183   149 34
91   72 19
187   155 32
187   151 36
187   171 16
94   84 10
218   229 -11
225   229 -4
790   207 583
1,767   1,955 -188
687   686 1
101   106 -5
101   114 -13
558   419 139
549   419 130
2,021   1,466 555
268   282 -14
535   238 297
2,945   2,304 641
449   333 116
2,170   1,582 588
376   426 -50
1,409   1,682 -273
303   319 -16
1,718   1,728 -10
520   561 -41
102   105 -3
115   155 -40
23   23  
969   1,199 -230
1,640   1,945 -305
54   94 -40
454   577 -123
291   354 -63
1,016   1,171 -155
222   221 1
563   530 33
56   58 -2
456   392 64
342   345 -3
2,546   2,203 343
424   407 17
108   73 35
537   364 173
196   206 -10
982   729 253
209   146 63
106   102 4
318   225 93
125   16 109
762   98 664
151   181 -30
202   225 -23
108   113 -5
434   352 82
1,071   880 191
4,571   3,959 612
1,422   1,426 -4
1,287   1,440 -153
404   440 -36
1,830   1,848 -18
350   443 -93
673   684 -11
3,620   2,422 1,198
3,248   3,363 -115
1,116   761 355
826   834 -8
1,134   810 324
992   607 385
1,580   1,946 -366
857   973 -116
630   373 257
318   188 130
1,226   713 513
539   540 -1
1,917   1,202 715
116   120 -4
813   522 291
636   488 148
265   188 77
521   534 -13
1,585   1,603 -18
305   338 -33
2,491   2,909 -418
356   400 -44
6,557   5,813 744
1,474   1,511 -37
152   178 -26
1,094   1,081 13
308   305 3
642   611 31
255   309 -54
425   509 -84
3,237   3,563 -326
1,306   832 474
893   371 522
5,669   2,226 3,443
382   458 -76
1,526   742 784
827   371 456
6   3 3
19   5 14
9   2 7
6   3 3
18   4 14
8   2 6
6   3 3
19   4 15
9   2 7
6   3 3
8   2 6
18   4 14
24,947   6,012 18,935
126   161 -35
378   342 36
245   228 17
1,061   1,100 -39
2,123   2,734 -611
354   387 -33
639   798 -159
183   251 -68
979   747 232
502   348 154
2,574   1,741 833
422   485 -63
422   446 -24
422   348 74
909   687 222
351   270 81
141   54 87
1,303   462 841
154   108 46
72   77 -5
1,005   910 95
267   166 101
535   542 -7
592   231 361
3,994   1,477 2,517
2,715   730 1,985
1,255   280 975
11,712   2,415 9,297
796   203 593
1,032   1,308 -276
646   665 -19
5,939   6,479 -540
426   498 -72
139   139  
196   185 11
82   96 -14
494   555 -61
44   46 -2
1,094   725 369
641   414 227
2,713   1,658 1,055
2,204   965 1,239
1,295   1,487 -192
1,295   1,268 27
614   564 50
155   163 -8
474   357 117
246   178 68
2,026   1,428 598
211   242 -31
422   357 65
56,036   59,983 -3,947
130,621   139,824 -9,203
498   479 19
311   288 23
1,021   961 60
168   200 -32
672   768 -96
965   841 124
701   605 96
1,957   1,572 385
3,011   2,249 762
1,329   1,478 -149
1,575   334 1,241
694   431 263
3,114   1,868 1,246
1,916   366 1,550
573   690 -117
1,146   1,215 -69
415   405 10
623   137 486
154   173 -19
1,311   1,557 -246
5,244   5,671 -427
539   650 -111
1,436   1,575 -139
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
      558
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       100
b       -23
c       192
d       134
e       935
      -102
      24
      -89
      191
      476
      -6
      11
      -38
       
      1,260
      949
      -12
      79
      -63
      -100
      63
      28
      2,342
      56
      197
      -2
      267
      -11
      -96
      -108
      102
      -1
      201
      1,364
      -48
      684
      155
      -85
      -43
      -169
      -6
      -6
       
      62
      40
      40
      -4
      34
      19
      32
      36
      16
      10
      -11
      -4
      583
      -188
      1
      -5
      -13
      139
      130
      555
      -14
      297
      641
      116
      588
      -50
      -273
      -16
      -10
      -41
      -3
      -40
       
      -230
      -305
      -40
      -123
      -63
      -155
      1
      33
      -2
      64
      -3
      343
      17
      35
      173
      -10
      253
      63
      4
      93
      109
      664
      -30
      -23
      -5
      82
      191
      612
      -4
      -153
      -36
      -18
      -93
      -11
      1,198
      -115
      355
      -8
      324
      385
      -366
      -116
      257
      130
      513
      -1
      715
      -4
      291
      148
      77
      -13
      -18
      -33
      -418
      -44
      744
      -37
      -26
      13
      3
      31
      -54
      -84
      -326
      474
      522
      3,443
      -76
      784
      456
      3
      14
      7
      3
      14
      6
      3
      15
      7
      3
      6
      14
      18,935
      -35
      36
      17
      -39
      -611
      -33
      -159
      -68
      232
      154
      833
      -63
      -24
      74
      222
      81
      87
      841
      46
      -5
      95
      101
      -7
      361
      2,517
      1,985
      975
      9,297
      593
      -276
      -19
      -540
      -72
       
      11
      -14
      -61
      -2
      369
      227
      1,055
      1,239
      -192
      27
      50
      -8
      117
      68
      598
      -31
      65
      -3,947
      -9,203
      19
      23
      60
      -32
      -96
      124
      96
      385
      762
      -149
      1,241
      263
      1,246
      1,550
      -117
      -69
      10
      486
      -19
      -246
      -427
      -111
      -139
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 53,438
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 877
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- ..... 5 877
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,192
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 1,192
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 10 315
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet315 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructions.................
    12
     
    No
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 1532 AFTPENNINGTONNJ ZIP+4bullet08534
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    ROBERT H CAMPBELL PRESIDENT
    2
    0    
    461 A AVENUE
    CORONADO,CA92118
    R DOUGLAS CAMPBELL TREASURER
    1
    10,000    
    175 D AVENUE
    CORONADO,CA92118
    REBECCA ROCCO VICE PRESIDENT
    1
    0    
    461 A AVENUE
    CORONADO,CA92118
    HEATHER CAMPBELL BURCHER SECRETARY
    1
    10,000    
    55 HOLYROOD AVENUE
    OAKVILLE   L6K-2V4
    CA
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,361,966
    b
    Average of monthly cash balances.......................
    1b
    48,326
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,410,292
    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
    1,410,292
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    21,154
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,389,138
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    69,457
    Part X
    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 IX, line 6..................
    1
    69,457
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    877
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    877
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,580
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,580
    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 XII, line 1 ...
    7
    68,580
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 68,580
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 39,802
    b From 2017...... 39,206
    c From 2018...... 37,255
    d From 2019...... 81,226
    e From 2020...... 81,813
    f Total of lines 3a through e ........ 279,302
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 193,193
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 68,580
    e Remaining amount distributed out of corpus 124,613
    5 Excess distributions carryover applied to 2021. 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 5 403,915
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    39,802
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    364,113
    10 Analysis of line 9:
    a Excess from 2017.... 39,206
    b Excess from 2018.... 37,255
    c Excess from 2019.... 81,226
    d Excess from 2020.... 81,813
    e Excess from 2021.... 124,613
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    ROBERT CAMPBELL NANCY CAMPBELL
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    PACIFIC ANIMAL WELFARE SOCIETY
    1395 1ST ST
    CORONADO,CA92118
    N/A PC UNRESTRICTED GENERAL 2,000
    PRINCETON UNIVERSITY
    701 CARNEGIE CTR
    PRINCETON,NJ08540
    N/A PC UNRESTRICTED GENERAL 2,000
    CORONADO BAND & CHOIR BOOSTERS
    PO BOX 182253
    CORONADO,CA92178
    N/A PC UNRESTRICTED GENERAL 2,000
    MUTTVILLE
    255 ALABAMA ST
    SAN FRANCISCO,CA94103
    N/A PC UNRESTRICTED GENERAL 5,000
    CORONADO PROMENADE CONCERTS
    PO BOX 182072
    CORONADO,CA92178
    N/A PC UNRESTRICTED GENERAL 1,000
    SEAL-NSW FAMILY FOUNDATION
    300 CARLSBAD VILLAGE DRIVE STE 108A
    CARLSBAD,CA92008
    N/A PC UNRESTRICTED GENERAL 4,000
    TRUE THE VOTE
    PO BOX 3109
    HOUSTON,TX77253
    N/A PC UNRESTRICTED GENERAL 2,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE 6TH FL
    WASHINGTON,DC20001
    N/A PC UNRESTRICTED GENERAL 5,000
    SAN DIEGO POLICE OFFICERS ASSOC FND
    8388 VICKERS ST
    SAND DIEGO,CA92111
    N/A PC UNRESTRICTED GENERAL 3,000
    ROTARY CLUB OF CORONADO FDN
    PO BOX 180487
    CORONADO,CA92178
    N/A PC UNRESTRICTED GENERAL 1,000
    FRESH START SURGICALGIFTS
    2011 PALOMAR AIRPORT RD STE 206
    CARLSBAD,CA92011
    N/A PC UNRESTRICTED GENERAL 10,000
    SOUTHERN CALIFORNIA LAB RETRIEVER RESCUE
    24325 CRENSHAW BLVD 137
    TORRANCE,CA90505
    N/A PC UNRESTRICTED GENERAL 2,000
    LIONS TIGERS & BEARS
    24402 MARTIN WAY
    ALPINE,CA91901
    N/A PC UNRESTRICTED GENERAL 1,000
    DOLPHINS PLUS OCEANSIDE MARINE
    MAMMAL RESPONDER INC
    31 CORRINE PL
    KEY LARGO,FL33037
    N/A PC UNRESTRICTED GENERAL 6,000
    JUDICIAL WATCH INC
    425 THIRD STREET SW STE 800
    WASHINGTON,DC20024
    N/A PC UNRESTRICTED GENERAL 3,000
    TURNING POINT USA
    4940 EAST BEVERLY ROAD
    PHOENIX,AZ85044
    N/A PC UNRESTRICTED GENERAL 1,000
    SCRUFFY PAWS ANIMAL RESCUE
    39 PUTNAM PIKE STE 3
    JOHNSTON,RI02919
    N/A PC UNRESTRICTED GENERAL 2,500
    ROAD DOGS & RESCUE
    2159 242ND ST
    LOMITA,CA90717
    N/A PC UNRESTRICTED GENERAL 2,500
    AMERICAN HUMANE ASSOCIATION
    1400 16TH STREET NW STE 360
    WASHINGTON,DC20036
    N/A PC UNRESTRICTED GENERAL 5,000
    JAZZ AT ASPEN - SNOWMASS
    110 E HALLAM ST STE 104
    ASPEN,CO81611
    N/A PC UNRESTRICTED GENERAL 4,000
    FRIENDS OF THE ASPEN ANIMAL SHELTER
    101 ANIMAL SHELTER ROAD STE 102
    ASPEN,CO81611
    N/A PC UNRESTRICTED GENERAL 6,000
    CORONADO FOURTH OF JULY
    PO BOX 182041
    CORONADO,CA92178
    N/A PC UNRESTRICTED GENERAL 2,000
    CORONADO SCHOOLS FOUNDATION
    201 6TH STREET
    CORONADO,CA92118
    N/A PC UNRESTRICTED GENERAL 10,000
    SAN DIEGO HUMANE SOCIETY & SPCA
    5500 GAINES ST
    SAN DIEGO,CA92110
    N/A PC UNRESTRICTED GENERAL 5,000
    CORONADO HOSPITAL FOUNDATION
    8695 SPECTRUM CENTER BLVD
    SAN DIEGO,CA92123
    N/A PC UNRESTRICTED GENERAL 75,000
    CHP 11-99 FOUNDATION
    3188 AIRWAY AVE STE C
    COSTA MESA,CA92626
    N/A PC UNRESTRICTED GENERAL 4,000
    Total .................................bullet 3a 166,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 53,438  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   71,798  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    71,798
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ROBERT & NANCY CAMPBELL FOUNDATION
    EIN:
    23-3033274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,500     1,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ROBERT & NANCY CAMPBELL FOUNDATION
    EIN:
    23-3033274
    Name of Bond End of Year Book Value End of Year Fair Market Value
    912796V63 U.S. TREASURY BILL 183,865 184,377

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ROBERT & NANCY CAMPBELL FOUNDATION
    EIN:
    23-3033274
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    81369Y308 CONSUMER STAPLES SEL AT COST 12,785 16,522
    81369Y506 ENERGY SELECT SECTOR AT COST 6,523 7,406
    46429B663 ISHARES CORE HIGH DI AT COST 41,603 50,748
    78462F103 SPDR S&P 500 ETF TRU AT COST 23,528 42,679
    464288760 ISHARES US AEROSPACE AT COST 7,060 8,645
    464287762 ISHARES U.S. HEALTHC AT COST 19,574 31,594
    46434V381 ISHARES EXPONENTIAL AT COST 9,351 12,358
    464288810 ISHARES U.S. MEDICAL AT COST 3,014 8,135
    78467Y107 SPDR S&P MIDCAP 400 AT COST 18,808 25,757
    81369Y803 TECHNOLOGY SELECT SE AT COST 22,349 71,147
    464287580 ISHARES U.S. CONSUME AT COST 26,105 33,406
    81369Y605 FINANCIAL SELECT SEC AT COST 25,609 37,809
    921908844 VANGUARD DIVIDEND AP AT COST 24,870 42,752
    46137V282 INVESCO S&P 500 EQUA AT COST 9,221 20,830
    464287598 ISHARES RUSSELL 1000 AT COST 27,894 65,982
    464287614 ISHARES RUSSELL 1000 AT COST 10,553 54,688
    464287804 ISHARES CORE S&P SMA AT COST 15,773 23,425
    922042858 VANGUARD INTL EQTY I AT COST 17,881 17,069
    464287556 ISHARES NASDAQ BIOTE AT COST 2,731 12,025
    464287754 ISHARES U.S. INDUSTR AT COST 7,407 12,779
    922908769 VANGUARD TOTAL STOCK AT COST 10,080 42,095
    921910816 VANGUARD MEGA CAP GR AT COST 12,788 16,204
    78463V107 SPDR GOLD TRUST AT COST 21,199 68,486
    922908744 VANGUARD VALUE ETF AT COST 40,611 48,273
    78464A870 SPDR S&P BIOTECH ETF AT COST 8,928 8,286
    464287697 ISHARES US UTILITIES AT COST 6,988 8,780
    81369Y852 COMM SERVICES SELECT AT COST 27,719 28,278
    46434V738 ISHARES CORE MSCI EU AT COST 16,980 16,268
    33734X192 FIRST TRUST CLOUD CO AT COST 18,150 15,070
    464288240 ISHARES MSCI ACWI EX AT COST 61,525 58,304
    464288885 ISHARES MSCI EAFE GR AT COST 16,037 14,492
    46432F339 ISHARES EDGE MSCI US AT COST 38,300 40,281
    33734X846 FIRST TRUST NASDAQ C AT COST 15,261 21,596
    81369Y860 REAL ESTATE SELECT S AT COST 8,611 7,784
    921937827 VANGUARD SHORT-TERM      
    464288224 ISHARES GLOBAL CLEAN AT COST 4,376 4,392
    46435G425 ISHARES MSCI USA ESG AT COST 14,054 12,789
    97717X578 WISDOMTREE EMERGING      

    TY 2021 OtherDecreasesSchedule
    Name:
    ROBERT & NANCY CAMPBELL FOUNDATION
    EIN:
    23-3033274
    Description Amount
    TIMING DIFFERENCE 204


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ROBERT & NANCY CAMPBELL FOUNDATION
    EIN:
    23-3033274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 14,233 8,540   5,693


    TY 2021 TaxesSchedule
    Name:
    ROBERT & NANCY CAMPBELL FOUNDATION
    EIN:
    23-3033274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 109 109   0
    EXCISE TAX - PRIOR YEAR 284 0   0
    EXCISE TAX ESTIMATES 1,192 0   0
    FOREIGN TAXES ON NONQUALIFIED 44 44   0