Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,648,344J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 37,883 37,509  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 99,242
b Gross sales price for all assets on line 6a 198,134
7 Capital gain net income (from Part IV, line 2)... 99,242
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........ 137,125 136,751  
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
List of Attached Documents:
// Content
1,846 1,385 0 462
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,391 13,043   4,348
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,031 528   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
List of Attached Documents:
// Content
13 13   13
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,281 14,969 0 4,823
25 Contributions, gifts, grants paid....... 104,500 104,500
26 Total expenses and disbursements. Add lines 24 and 25 126,781 14,969 0 109,323
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,344
b Net investment income (if negative, enter -0-) 121,782
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 2,271 2,523 2,523
2 Savings and temporary cash investments......... 200,194 86,355 86,355
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 600,123 Click to see attachment
List of Attached Documents:
// Content
661,987 		1,608,880
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
813,450 		Click to see attachment
List of Attached Documents:
// Content
875,563 		Click to see attachment
List of Attached Documents:
// Content
950,586
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,616,038 1,626,428 2,648,344
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,616,038 1,626,428
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)..... 1,616,038 1,626,428
30 Total liabilities and net assets/fund balances (see instructions). 1,616,038 1,626,428
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
1,616,038
2
Enter amount from Part I, line 27a .....................
2
10,344
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
185
4
Add lines 1, 2, and 3 ..........................
4
1,626,567
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
139
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,626,428
Form 990-PF (2024)
Form 990-PF (2024)
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 9. COSTCO WHOLESALE CORPORATION     2024-01-11
b 8. PROLOGIS INC COM   2022-12-15 2024-01-11
c 2. PROLOGIS INC COM   2022-12-15 2024-01-11
d 22. PROLOGIS INC COM     2024-01-11
e 15. HOME DEPOT INC.     2024-02-08
2. HOME DEPOT INC.     2024-02-08
8. ROPER TECHNOLOGIES INC   2022-07-28 2024-02-08
3. ROPER TECHNOLOGIES INC   2022-07-28 2024-02-08
13. S&P GLOBAL INC     2024-02-27
18. VISA INC-CLASS A SHARES     2024-02-27
12. COSTCO WHOLESALE CORPORATION   2021-03-10 2024-03-08
1. MARTIN MARIETTA MATERIALS   2021-05-17 2024-04-17
2. MARTIN MARIETTA MATERIALS   2021-05-17 2024-04-17
8. VERALTO CORP     2024-04-17
3. VERALTO CORP   2010-10-20 2024-04-17
1. VERALTO CORP   2010-10-20 2024-04-17
4. MARTIN MARIETTA MATERIALS   2021-05-26 2024-04-18
13. VERALTO CORP     2024-04-18
5.6668 VERALTO CORP     2024-04-18
7.3332 VERALTO CORP   2011-08-19 2024-04-18
10. LINDE PLC     2024-04-26
18. HONEYWELL INTL INC     2024-05-10
9. HONEYWELL INTL INC     2024-05-10
1. HONEYWELL INTL INC   2021-11-04 2024-05-10
6. NEXTERA ENERGY INC   2023-04-28 2024-05-10
13. NEXTERA ENERGY INC     2024-05-10
4. NEXTERA ENERGY INC   2022-01-27 2024-05-10
7. NEXTERA ENERGY INC   2022-01-27 2024-05-10
19. NEXTERA ENERGY INC   2022-01-27 2024-05-10
8. NEXTERA ENERGY INC   2022-01-27 2024-05-10
18. NEXTERA ENERGY INC   2022-01-27 2024-05-10
20. ANALOG DEVICES INC     2024-05-14
3. ANALOG DEVICES INC   2018-10-17 2024-05-14
6. ANALOG DEVICES INC   2018-10-17 2024-05-14
.2506 EXXON MOBIL CORP   2016-11-03 2024-05-14
9. ANALOG DEVICES INC   2018-10-17 2024-05-15
30. DANAHER CORP COM     2024-06-11
32. T-MOBILE US INC     2024-06-11
17. S&P GLOBAL INC   2020-12-04 2024-08-07
18. T-MOBILE US INC   2018-05-14 2024-08-07
17. NEXTERA ENERGY INC     2024-09-20
82. NEXTERA ENERGY INC   2021-05-17 2024-09-20
25. ULTA BEAUTY INC     2024-09-20
20. HOME DEPOT INC.     2024-10-11
22. T-MOBILE US INC     2024-10-22
9. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-11-01
36. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-11-01
53. EDWARDS LIFESCIENCES CORP     2024-11-04
64. EDWARDS LIFESCIENCES CORP     2024-11-05
44. HONEYWELL INTL INC     2024-11-13
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 6,055   2,936 3,119
b 1,049   951 98
c 263   238 25
d 2,884   2,593 291
e 5,446   4,171 1,275
729   354 375
4,341   3,478 863
1,626   1,304 322
5,557   4,757 800
5,078   3,541 1,537
8,765   3,895 4,870
593   377 216
1,185   754 431
727   170 557
272   33 239
91   11 80
2,365   1,465 900
1,169   143 1,026
508   465 43
658   81 577
4,429   2,920 1,509
3,630   3,011 619
1,813   1,233 580
202   224 -22
445   457 -12
963   967 -4
295   293 2
519   513 6
1,402   1,393 9
590   587 3
1,336   1,320 16
4,229   1,713 2,516
635   257 378
1,265   513 752
30   18 12
1,922   770 1,152
7,891   1,454 6,437
5,750   1,941 3,809
8,153   5,745 2,408
3,437   1,018 2,419
1,415   1,241 174
6,828   5,927 901
10,078   11,727 -1,649
8,215   4,164 4,051
4,837   1,244 3,593
610   622 -12
2,436   2,488 -52
3,527   3,581 -54
4,251   4,276 -25
10,288   5,558 4,730
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
      47,352
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       3,119
b       98
c       25
d       291
e       1,275
      375
      863
      322
      800
      1,537
      4,870
      216
      431
      557
      239
      80
      900
      1,026
      43
      577
      1,509
      619
      580
      -22
      -12
      -4
      2
      6
      9
      3
      16
      2,516
      378
      752
      12
      1,152
      6,437
      3,809
      2,408
      2,419
      174
      901
      -1,649
      4,051
      3,593
      -12
      -52
      -54
      -25
      4,730
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 99,242
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
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 right arrow 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) 1 1,693
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 1,693
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 1,693
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,400
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 1,400
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.......right arrow 9 293
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNC
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 2024 or the taxable year beginning in 2024? 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
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowCIBC NATIONAL TRUST COMPANY Telephone no.right arrow (617) 357-9600

Located atright arrow100 FEDERAL ST 37TH FLBOSTONMA ZIP+4right arrow02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
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    
2142 E MINTON DRIVE
TEMPE,AZ85282
SARAH H MCELRATH DIRECTOR
0 		0    
106 PINETREE DRIVE
BLACK MOUNTAIN,NC28711
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
2,438,987
b
Average of monthly cash balances.......................
1b
160,822
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,599,809
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
2,599,809
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,997
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,560,812
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
128,041
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
128,041
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,693
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,693
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
126,348
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
126,348
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
126,348
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
109,323
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
109,323
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 126,348
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 100,444
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 109,323
a Applied to 2023, but not more than line 2a 100,444
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 2024 distributable amount..... 8,879
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		117,469
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

HUMANE SOCIETY OF CHARLOTTE

2700 TOOMEY AVENUE
Charlotte,NC28203 		NONE PC GENERAL SUPPORT 5,000

CHARLOTTE MECKLENBURG LIBRARY

310 NORTH TRYON STREET
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 5,000

Bach Akademie Charlotte

3527 PROVIDENCE ROAD
Charlotte,NC28211 		NONE PC CONTRIBUTION 2,500

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA50037 		NONE PC FBO EASTERN NC HURRICANE 20,000

CHARLOTTE SYMPHANY

128 S TRYON SUITE 350
Charlotte,NC28105 		NONE PC GENERAL SUPPORT 3,000

A CHILD'S PLACE

1515 LOCUST ST STE 307
Pittsburgh,PA15219 		NONE PC GENERAL SUPPORT 5,000

SMYAL

410 7TH STREET SE
Washington,DC20003 		NONE PC GENERAL SUPPORT 3,000

Chamber Music for All

1230 LYNBROOK DR
Charlotte,NC28211 		NONE PC GENERAL SUPPORT 5,000

Nourish up

PO BOX 680791
Charlotte,NC28216 		NONE PC GENERAL SUPPORT 5,000

Christ Church

1412 PROVIDENCE ROAD
Charlotte,NC28207 		NONE PC GENERAL SUPPORT 2,500

CHARLOTTE LATIN SCHOOL

9502 PROVIDENCE RD
CHARLOTTE,NC28277 		NONE PC GENERAL SUPPORT 5,000

WING HAVEN GARDEN

260 RIDGEWOOD AVENUE
CHARLOTTE,NC28209 		NONE PC GENERAL SUPPORT 2,500

Winston-Salem Foundation
Attn Susan Elster
751 WEST FOURTH ST SUITE 200
WinstonSalem,NC27101 		NONE PC APPLIED TO JACK & SUSAN 41,000
Total .................................right arrow 3a 104,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 37,883  
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 99,242  
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) ..   137,125  
13Total. Add line 12, columns (b), (d), and (e)..................
13
137,125
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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
AUDIT & ACCOUNTING FEES (ALLOC 1,246 935   312
TAX PREPARATION FEE (NON-ALLOC 600 450   150

TY 2024 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
002824100 ABBOTT LABORATORIES 16,183 21,265
00724F101 ADOBE INC 15,938 25,791
02079K107 ALPHABET INC-CL C 5,446 63,607
02079K305 ALPHABET INC-CL A 14,130 58,683
023135106 AMAZON.COM INC 14,889 116,277
032654105 ANALOG DEVICES INC 5,569 14,447
037833100 APPLE INC 20,847 95,160
046353108 ASTRAZENECA PLC-SPON 22,754 26,798
053015103 AUTOMATIC DATA PROCE 1,625 12,587
09247X101 BLACKROCK INC    
09260D107 BLACKSTONE INC 7,781 30,518
12572Q105 CME GROUP INC 14,489 16,488
16411R208 CHENIERE ENERGY INC 4,349 6,446
166764100 CHEVRON CORP 10,450 13,036
17275R102 CISCO SYSTEMS INC 6,353 28,061
20825C104 CONOCOPHILLIPS 14,884 14,975
22160K105 COSTCO WHOLESALE COR    
235851102 DANAHER CORP 6,119 19,741
254687106 WALT DISNEY CO/THE 28,413 24,386
28176E108 EDWARDS LIFESCIENCES    
31620M106 FIDELITY NATIONAL IN 10,076 18,335
337738108 FISERV INC 1,974 29,170
437076102 HOME DEPOT INC 4,374 22,561
438516106 HONEYWELL INTERNATIO 8,746 16,490
45866F104 INTERCONTINENTAL EXC 13,317 25,034
46266C105 IQVIA HOLDINGS INC 22,941 19,848
46625H100 JPMORGAN CHASE & CO 4,410 28,046
573284106 MARTIN MARIETTA MATE 10,698 16,012
580135101 MCDONALD'S CORP 21,293 21,162
594918104 MICROSOFT CORP 7,860 133,194
609207105 MONDELEZ INTERNATION 10,910 12,125
65339F101 NEXTERA ENERGY INC 11,233 17,564
67066G104 NVIDIA CORP 41,487 102,060
68902V107 OTIS WORLDWIDE CORP 10,269 19,633
693475105 PNC FINANCIAL SERVIC 11,068 16,971
713448108 PEPSICO INC 10,241 17,335
723787107 PIONEER NATURAL RESO    
747525103 QUALCOMM INC 14,296 25,655
75513E101 RTX CORP 9,171 22,565
776696106 ROPER TECHNOLOGIES I 11,269 18,715
78409V104 S&P GLOBAL INC 11,079 16,933
79466L302 SALESFORCE INC 22,840 43,129
863667101 STRYKER CORP 7,116 14,762
872540109 TJX COMPANIES INC 3,754 18,846
872590104 T-MOBILE US INC 3,221 12,582
883556102 THERMO FISHER SCIENT 4,754 19,249
902973304 US BANCORP 12,928 16,788
907818108 UNION PACIFIC CORP 10,443 23,032
91324P102 UNITEDHEALTH GROUP I 11,130 46,033
92338C103 VERALTO CORP    
92826C839 VISA INC-CLASS A SHA 8,327 57,519
92939U106 WEC ENERGY GROUP INC 6,449 6,771
98978V103 ZOETIS INC 4,739 9,124
G54950103 LINDE PLC 8,297 20,934
H84989104 TE CONNECTIVITY LTD    
036752103 ELEVANCE HEALTH INC 11,248 9,960
09290D101 BLACKROCK INC 2,726 17,427
30231G102 EXXON MOBIL CORP 16,795 27,215
30303M102 META PLATFORMS INC-C 14,506 18,151
61174X109 MONSTER BEVERAGE COR 16,625 16,977
67103H107 O'REILLY AUTOMOTIVE 7,941 9,486
98138H101 WORKDAY INC-CLASS A 8,354 8,773
G87052109 TE CONNECTIVITY PLC 22,863 24,448

TY 2024 OtherAssetsSchedule
Name:
JACK H AND RUTH C CAMPBELL FDN INC
EIN:
56-1887261
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
00170K745 AMG TIMESSQUAREMCG-Z 425,950 461,008 467,150
00769G139 CIBC ATLAS INTL GRWT 102,036 102,036 125,394
00769G451 CIBC ATLAS INC OPPOR 103,287 108,194 149,619
03027X100 AMERICAN TOWER CORP 8,596 12,738 14,856
XXX-XX-XXXX CONESTOGA SMALL CAP- 50,379 50,379 61,024
74340W103 PROLOGIS INC 10,399 16,687 15,961
XXX-XX-XXXX TWEEDY BROWNE INTL V 106,758 114,738 107,206
XXX-XX-XXXX VICI PROPERTIES INC 6,045 9,783 9,376


TY 2024 OtherDecreasesSchedule
Name:
JACK H AND RUTH C CAMPBELL FDN INC
EIN:
56-1887261
Description Amount
INTRAPERIOD ADJUSTMENT 139


TY 2024 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 13 13   13


TY 2024 OtherIncreasesSchedule
Name:
JACK H AND RUTH C CAMPBELL FDN INC
EIN:
56-1887261
Description Amount
WASHSALES 170
ROUNDING 7
CAPITAL GAIN 8


TY 2024 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 8,695 6,521   2,174
TRUSTEE FEES-PRIN (NON-DEDUCTI 8,696 6,522   2,174


TY 2024 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 1,103 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,400 0   0
FOREIGN TAXES ON QUALIFIED FOR 528 528   0