Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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 31ST FLOOR
  Room/suite
City or town
BOSTON
State or province
MA
Country  
ZIP or foreign postal code
02110
A Employer identification number

56-1887261
B Telephone number (see instructions)

6173579600
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,812,699J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 34,756 34,316  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 239,277
b Gross sales price for all assets on line 6a 523,813
7 Capital gain net income (from Part IV, line 2)... 239,277
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........ 274,033 273,593  
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
1,284 963 0 321
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,352 13,764   4,588
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,598 609   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
23 23   23
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,257 15,359 0 4,932
25 Contributions, gifts, grants paid....... 117,735 117,735
26 Total expenses and disbursements. Add lines 24 and 25 ................ 139,992 15,359 0 122,667
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,041
b Net investment income (if negative, enter -0-) 258,234
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 2,523 2,699 2,699
2 Savings and temporary cash investments......... 86,355 110,725 110,725
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 661,987 Click to see attachment
List of Attached Documents:
// Content
701,430 		1,657,761
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
875,563 		Click to see attachment
List of Attached Documents:
// Content
945,227 		Click to see attachment
List of Attached Documents:
// Content
1,041,514
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,626,428 1,760,081 2,812,699
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,626,428 1,760,081
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)..... 1,626,428 1,760,081
30 Total liabilities and net assets/fund balances (see instructions). 1,626,428 1,760,081
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
1,626,428
2
Enter amount from Part I, line 27a .....................
2
134,041
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3
4
Add lines 1, 2, and 3 ..........................
4
1,760,472
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
391
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,760,081
Form 990-PF (2025)
Form 990-PF (2025)
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 44. ALPHABET INC-CL C   2014-10-21 2025-01-27
b 12. HOME DEPOT INC.   2013-11-12 2025-01-31
c 5. HOME DEPOT INC.     2025-01-31
d 37. HONEYWELL INTL INC   2017-03-21 2025-01-31
e 36. HONEYWELL INTL INC     2025-02-03
66. WEC ENERGY GROUP INC     2025-02-10
3. WEC ENERGY GROUP INC   2023-06-07 2025-02-10
3. WEC ENERGY GROUP INC   2023-06-07 2025-02-10
113. US BANCORP NEW     2025-02-20
2. US BANCORP NEW   2012-11-01 2025-02-20
14. US BANCORP NEW   2012-11-01 2025-02-20
6. US BANCORP NEW   2012-11-01 2025-02-20
102. US BANCORP NEW     2025-02-21
6. US BANCORP NEW   2012-08-22 2025-02-24
2. US BANCORP NEW   2012-08-22 2025-02-24
102. US BANCORP NEW     2025-02-24
4. US BANCORP NEW   2013-01-04 2025-02-24
57. ABBOTT LABORATORIES COM     2025-03-07
6. ABBOTT LABORATORIES COM     2025-03-07
4. ABBOTT LABORATORIES COM   2020-03-02 2025-03-07
36. CISCO SYSTEMS INC     2025-03-07
95. CISCO SYSTEMS INC     2025-03-07
76. OTIS WORLDWIDE CORP     2025-03-07
1. OTIS WORLDWIDE CORP   2020-06-30 2025-03-07
10. OTIS WORLDWIDE CORP   2020-06-30 2025-03-07
5. OTIS WORLDWIDE CORP   2020-06-30 2025-03-07
7. AMERICAN TOWER CORPORATION     2025-03-17
25. AMERICAN TOWER CORPORATION     2025-03-17
26. T-MOBILE US INC   2018-05-14 2025-03-17
69. CONOCOPHILLIPS     2025-04-10
16. CONOCOPHILLIPS   2022-03-18 2025-04-10
66. CONOCOPHILLIPS     2025-04-10
47. ALPHABET INC-CL C     2025-04-24
30. VISA INC-CLASS A SHARES     2025-05-02
29. UNITEDHEALTH GROUP INC     2025-05-15
72. WALT DISNEY COMPANY     2025-06-20
8. ABBOTT LABORATORIES COM   2020-03-02 2025-06-30
5. ADOBE SYSTEMS INC   2024-09-20 2025-06-30
49. ALPHABET INC-CL C     2025-06-30
48. AMAZON.COM     2025-06-30
3. AMERICAN TOWER CORPORATION   2018-06-20 2025-06-30
5. ANALOG DEVICES INC   2018-10-16 2025-06-30
4. ELEVANCE HEALTH INC   2024-11-05 2025-06-30
27. APPLE INC COM   2024-05-03 2025-06-30
23. ASTRAZENECA PLC-SPONS ADR   2023-12-15 2025-06-30
4. AUTOMATIC DATA PROCESSING, INC.   2010-10-20 2025-06-30
13. BLACKSTONE INC   2019-10-17 2025-06-30
2. BLACKROCK INC   2010-11-08 2025-06-30
4. CME GROUP INC   2023-10-10 2025-06-30
4. CHENIERE ENERGY INC   2023-05-23 2025-06-30
8. CHEVRON TEXACO CORP   2018-08-27 2025-06-30
32. CISCO SYSTEMS INC   2008-11-03 2025-06-30
8. COSTAR GROUP INC   2025-02-04 2025-06-30
9. DANAHER CORP COM   2025-03-07 2025-06-30
11. WALT DISNEY COMPANY   2021-12-15 2025-06-30
23. EXXON MOBIL CORP     2025-06-30
3. META PLATFORMS INC-CLASS A   2024-02-08 2025-06-30
20. FIDELITY NATIONAL INFO SERV     2025-06-30
13. FISERV INC   2010-10-20 2025-06-30
3. HOME DEPOT INC.   2014-02-05 2025-06-30
2. IDEXX LABS INC   2025-04-10 2025-06-30
15. INTERCONTINENTAL EXCHANGE IN   2023-03-02 2025-06-30
9. IQVIA HOLDINGS INC   2022-04-01 2025-06-30
11. J.P. MORGAN CHASE & CO.   2010-10-20 2025-06-30
3. MARTIN MARIETTA MATERIALS     2025-06-30
6. MC DONALDS CORP   2023-12-26 2025-06-30
29. MICROSOFT CORP   2011-03-15 2025-06-30
19. MONDELEZ INTERNATIONAL INC-A   2022-09-16 2025-06-30
24. MONSTER BEVERAGE CORP   2024-10-14 2025-06-30
21. NEXTERA ENERGY INC     2025-06-30
61. NVIDIA CORP     2025-06-30
11. O'REILLY AUTOMOTIVE INC   2024-06-11 2025-06-30
9. OTIS WORLDWIDE CORP     2025-06-30
8. PNC BANK CORP.   2020-11-16 2025-06-30
7. PEPSICO INC.   2023-12-15 2025-06-30
11. PROLOGIS INC COM   2024-11-13 2025-06-30
13. QUALCOMM INC   2016-07-21 2025-06-30
6. RTX CORP   2018-12-07 2025-06-30
3. ROPER TECHNOLOGIES INC   2022-07-28 2025-06-30
2. S&P GLOBAL INC   2020-12-04 2025-06-30
10. SALESFORCE INC   2024-06-11 2025-06-30
4. STRYKER CORP   2022-07-28 2025-06-30
9. TJX COMPANIES INC. NEW   2022-09-30 2025-06-30
2. T-MOBILE US INC   2018-05-14 2025-06-30
3. THERMO ELECTRON CORP COM   2015-07-14 2025-06-30
8. UNION PACIFIC CORP   2023-05-23 2025-06-30
4. UNITEDHEALTH GROUP INC     2025-06-30
26. VICI PROPERTIES INC   2023-03-27 2025-06-30
8. VISA INC-CLASS A SHARES   2014-09-04 2025-06-30
6. WORKDAY INC-CLASS A   2025-03-17 2025-06-30
5. ZOETIS INC   2018-12-18 2025-06-30
3. EATON CORP PLC   2025-03-07 2025-06-30
2. FLUTTER ENTERTAINMENT PLC-DI   2025-05-05 2025-06-30
4. LINDE PLC     2025-06-30
15. TE CONNECTIVITY PLC   2024-02-27 2025-06-30
1. ASML HOLDING NV-NY REG SHS   2025-05-30 2025-06-30
2. ADOBE SYSTEMS INC   2024-09-20 2025-07-16
10. ADOBE SYSTEMS INC     2025-07-16
44. ALPHABET INC-CL A   2021-03-17 2025-07-16
5. ADOBE SYSTEMS INC   2024-05-10 2025-07-17
45. ELEVANCE HEALTH INC     2025-07-25
176. CISCO SYSTEMS INC     2025-07-29
2. CISCO SYSTEMS INC   1997-06-18 2025-07-29
3. MARTIN MARIETTA MATERIALS   2021-05-26 2025-08-06
3. MARTIN MARIETTA MATERIALS     2025-08-06
8. MARTIN MARIETTA MATERIALS     2025-08-06
1. MARTIN MARIETTA MATERIALS   2021-06-23 2025-08-06
16. TE CONNECTIVITY PLC     2025-08-06
52. CISCO SYSTEMS INC   1997-06-18 2025-08-15
38. CISCO SYSTEMS INC   1997-06-18 2025-08-15
43. CISCO SYSTEMS INC   1997-06-18 2025-08-15
75. PEPSICO INC.     2025-09-16
32. PEPSICO INC.   2010-10-20 2025-09-16
53. SALESFORCE INC     2025-09-16
35. ALPHABET INC-CL A     2025-10-02
81. CHEVRON TEXACO CORP     2025-10-02
1. CHEVRON TEXACO CORP   2017-10-31 2025-10-02
45. WORKDAY INC-CLASS A   2025-03-17 2025-10-02
49. QUALCOMM INC     2025-10-06
34. AMAZON.COM   2019-10-28 2025-10-20
34. RTX CORP     2025-10-20
7. RTX CORP   2018-12-20 2025-10-20
3. RTX CORP   2018-12-20 2025-10-20
10. RTX CORP   2018-12-20 2025-10-20
3. RTX CORP   2018-12-20 2025-10-20
3. TE CONNECTIVITY PLC   2024-02-27 2025-10-20
29. TE CONNECTIVITY PLC     2025-10-20
3. TE CONNECTIVITY PLC   2021-04-28 2025-10-20
22. FISERV INC   2010-10-20 2025-10-29
54. FISERV INC   2010-10-20 2025-10-29
10. FISERV INC   2010-10-20 2025-10-29
43. FISERV INC   2010-10-20 2025-10-29
2. WORKDAY INC-CLASS A   2025-03-17 2025-12-17
11. WORKDAY INC-CLASS A     2025-12-17
27. WORKDAY INC-CLASS A     2025-12-17
7. WORKDAY INC-CLASS A   2024-10-23 2025-12-17
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,548   1,152 7,396
b 4,953   913 4,040
c 2,068   377 1,691
d 8,289   4,467 3,822
e 8,002   4,279 3,723
6,666   5,914 752
304   267 37
303   267 36
5,264   5,047 217
94   67 27
651   471 180
281   202 79
4,701   3,394 1,307
276   198 78
92   66 26
4,665   3,352 1,313
184   131 53
7,750   5,811 1,939
816   553 263
545   316 229
2,265   1,126 1,139
5,988   1,795 4,193
7,814   4,664 3,150
103   57 46
1,027   565 462
516   283 233
1,508   1,766 -258
5,354   5,372 -18
6,704   1,469 5,235
5,731   7,188 -1,457
1,349   1,587 -238
5,434   6,109 -675
7,559   1,041 6,518
10,420   3,125 7,295
7,664   9,220 -1,556
8,452   11,437 -2,985
1,085   631 454
1,932   2,606 -674
8,691   695 7,996
10,538   4,510 6,028
660   422 238
1,188   427 761
1,551   1,673 -122
5,580   5,008 572
1,603   1,492 111
1,227   151 1,076
1,939   561 1,378
2,091   326 1,765
1,097   869 228
969   580 389
1,145   960 185
2,210   548 1,662
643   621 22
1,776   1,918 -142
1,363   1,643 -280
2,485   1,657 828
2,211   1,404 807
1,622   1,671 -49
2,232   181 2,051
1,099   226 873
1,068   762 306
2,746   1,530 1,216
1,416   2,151 -735
3,180   420 2,760
1,642   1,096 546
1,752   1,756 -4
14,450   734 13,716
1,278   1,143 135
1,500   1,241 259
1,458   1,364 94
9,638   5,586 4,052
988   731 257
890   476 414
1,490   1,008 482
923   1,171 -248
1,149   1,280 -131
2,067   759 1,308
874   427 447
1,694   1,304 390
1,051   676 375
2,719   2,404 315
1,577   878 699
1,108   565 543
476   113 363
1,214   410 804
1,842   1,578 264
1,244   326 918
843   813 30
2,830   429 2,401
1,434   1,500 -66
777   427 350
1,071   829 242
570   499 71
1,876   779 1,097
2,526   2,155 371
800   742 58
724   1,042 -318
3,618   4,831 -1,213
8,050   4,542 3,508
1,806   2,411 -605
13,051   18,379 -5,328
11,969   1,870 10,099
137   15 122
1,795   1,094 701
1,812   1,080 732
4,789   2,795 1,994
604   347 257
3,197   2,298 899
3,454   390 3,064
2,512   285 2,227
2,835   323 2,512
10,532   6,988 3,544
4,480   2,082 2,398
12,686   12,059 627
8,578   3,363 5,215
12,430   9,375 3,055
154   115 39
10,466   11,250 -784
8,284   7,590 694
7,342   3,019 4,323
5,481   2,318 3,163
1,128   473 655
482   203 279
1,607   675 932
484   203 281
679   431 248
6,558   4,001 2,557
678   406 272
1,658   306 1,352
4,023   751 3,272
731   139 592
3,200   598 2,602
436   500 -64
2,393   2,745 -352
5,873   6,638 -765
1,519   1,716 -197
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
      78,140
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       7,396
b       4,040
c       1,691
d       3,822
e       3,723
      752
      37
      36
      217
      27
      180
      79
      1,307
      78
      26
      1,313
      53
      1,939
      263
      229
      1,139
      4,193
      3,150
      46
      462
      233
      -258
      -18
      5,235
      -1,457
      -238
      -675
      6,518
      7,295
      -1,556
      -2,985
      454
      -674
      7,996
      6,028
      238
      761
      -122
      572
      111
      1,076
      1,378
      1,765
      228
      389
      185
      1,662
      22
      -142
      -280
      828
      807
      -49
      2,051
      873
      306
      1,216
      -735
      2,760
      546
      -4
      13,716
      135
      259
      94
      4,052
      257
      414
      482
      -248
      -131
      1,308
      447
      390
      375
      315
      699
      543
      363
      804
      264
      918
      30
      2,401
      -66
      350
      242
      71
      1,097
      371
      58
      -318
      -1,213
      3,508
      -605
      -5,328
      10,099
      122
      701
      732
      1,994
      257
      899
      3,064
      2,227
      2,512
      3,544
      2,398
      627
      5,215
      3,055
      39
      -784
      694
      4,323
      3,163
      655
      279
      932
      281
      248
      2,557
      272
      1,352
      3,272
      592
      2,602
      -64
      -352
      -765
      -197
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 239,277
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 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 3,589
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 3,589
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,589
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,696
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,696
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,107
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,107 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
NC
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofCIBC NATIONAL TRUST COMPANY Telephone no. (617) 357-9600

Located at100 FEDERAL ST 31ST FLBOSTONMA ZIP+402110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
2,610,758
b
Average of monthly cash balances.......................
1b
139,213
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,749,971
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
2,749,971
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,250
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,708,721
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
135,436
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
135,436
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,589
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,589
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
131,847
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
131,847
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
131,847
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, line 26, column (d) ..........
1a
122,667
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
122,667
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 131,847
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 117,469
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 122,667
a Applied to 2024, but not more than line 2a 117,469
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 2025 distributable amount..... 5,198
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		126,649
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

1348 PARKER DRIVE
Charlotte,NC28208 		NONE   GENERAL SUPPORT 5,000

SECOND HARVEST FOOD BANK METROLINA

500 SPRATT ST STE B
Charlotte,NC282063235 		NONE   GENERAL SUPPORT 5,000

CHARLOTTE MECKLENBURG LIBRARY

300 E SEVENTH STREET
CHARLOTTE,NC28202 		NONE   GENERAL SUPPORT 5,000

Bach Akademie Charlotte

PO BOX 12325
Charlotte,NC28220 		NONE   CONTRIBUTION 2,500

A CHILD'S PLACE

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

SMYAL

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

Chamber Music for All

1230 LYNBROOK DR
Charlotte,NC28211 		NONE   GENERAL SUPPORT 2,500

World Central Kitchen Inc

200 MASSACHUSETTS AVE NW7TH FLOOR
Washington,DC20001 		NONE   GENERAL SUPPORT 20,000

Nourish up

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

Christ Church

1412 PROVIDENCE ROAD
Charlotte,NC28207 		NONE   GENERAL SUPPORT 3,500

The Relatives

2219 FREEDOM DR
Charlotte,NC28208 		NONE   GENERAL PURPOSE 5,000

CHARLOTTE LATIN SCHOOL

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

WING HAVEN GARDEN

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

Winston-Salem Foundation
Attn Susan Elster
751 WEST FOURTH ST SUITE 200
WinstonSalem,NC27101 		NONE   APPLIED TO JACK & SUSAN 48,735
Total ................................. 3a 117,735
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 34,756  
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 ............ 		    18 239,277  
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) ..   274,033  
13Total. Add line 12, columns (b), (d), and (e)..................
13
274,033
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 1,284 963   321

TY 2025 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 8,872 14,158
00724F101 ADOBE INC 5,048 12,600
02079K107 ALPHABET INC-CL C 2,558 60,877
02079K305 ALPHABET INC-CL A 6,225 72,303
023135106 AMAZON.COM INC 7,361 103,407
032654105 ANALOG DEVICES INC 5,141 17,086
037833100 APPLE INC 15,839 95,967
046353108 ASTRAZENECA PLC-SPON 21,262 35,485
053015103 AUTOMATIC DATA PROCE 7,787 15,434
09260D107 BLACKSTONE INC 10,323 29,132
12572Q105 CME GROUP INC 13,620 18,296
16411R208 CHENIERE ENERGY INC 12,253 12,635
166764100 CHEVRON CORP    
17275R102 CISCO SYSTEMS INC    
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR    
235851102 DANAHER CORP 11,820 25,868
254687106 WALT DISNEY CO/THE 15,334 15,473
28176E108 EDWARDS LIFESCIENCES    
31620M106 FIDELITY NATIONAL IN 8,406 13,757
337738108 FISERV INC    
437076102 HOME DEPOT INC 2,858 13,076
438516106 HONEYWELL INTERNATIO    
45866F104 INTERCONTINENTAL EXC 11,787 24,780
46266C105 IQVIA HOLDINGS INC 20,790 20,738
46625H100 JPMORGAN CHASE & CO 3,990 34,155
573284106 MARTIN MARIETTA MATE 12,100 18,057
580135101 MCDONALD'S CORP 19,537 20,477
594918104 MICROSOFT CORP 7,126 138,799
609207105 MONDELEZ INTERNATION 18,387 17,279
65339F101 NEXTERA ENERGY INC 16,719 25,930
67066G104 NVIDIA CORP 35,901 130,364
68902V107 OTIS WORLDWIDE CORP 10,846 16,334
693475105 PNC FINANCIAL SERVIC 10,059 16,698
713448108 PEPSICO INC    
723787107 PIONEER NATURAL RESO    
747525103 QUALCOMM INC 5,947 17,960
75513E101 RTX CORP 9,782 31,178
776696106 ROPER TECHNOLOGIES I 9,965 14,689
78409V104 S&P GLOBAL INC 10,403 16,723
79466L302 SALESFORCE INC 8,377 17,484
863667101 STRYKER CORP 6,238 13,004
872540109 TJX COMPANIES INC 3,189 22,581
872590104 T-MOBILE US INC 7,619 11,167
883556102 THERMO FISHER SCIENT 12,995 30,131
902973304 US BANCORP    
907818108 UNION PACIFIC CORP 12,417 25,214
91324P102 UNITEDHEALTH GROUP I 1,584 19,146
92338C103 VERALTO CORP    
92826C839 VISA INC-CLASS A SHA 4,773 50,502
92939U106 WEC ENERGY GROUP INC    
98978V103 ZOETIS INC 12,941 13,463
G54950103 LINDE PLC 11,321 23,451
H84989104 TE CONNECTIVITY LTD    
036752103 ELEVANCE HEALTH INC    
09290D101 BLACKROCK INC 2,400 16,055
30231G102 EXXON MOBIL CORP 15,138 27,678
30303M102 META PLATFORMS INC-C 38,106 42,246
61174X109 MONSTER BEVERAGE COR 15,384 22,924
67103H107 O'REILLY AUTOMOTIVE 7,210 9,942
98138H101 WORKDAY INC-CLASS A    
G87052109 TE CONNECTIVITY PLC 13,571 23,889
N07059210 ASML HOLDING NV 15,516 21,397
743315103 PROGRESSIVE CORP/THE 12,323 11,614
461202103 INTUIT INC 18,174 17,885
G3643J108 FLUTTER ENTERTAINMEN 13,244 11,397
45168D104 IDEXX LABORATORIES I 6,858 12,178
165167735 EXPAND ENERGY CORPOR 13,772 14,126
532457108 ELI LILLY & CO 12,303 16,120
G29183103 EATON CORP PLC 11,327 13,059
252131107 DEXCOM INC 18,557 16,725
22160N109 COSTAR GROUP INC 8,004 6,993
11135F101 BROADCOM INC 31,718 39,109
007903107 ADVANCED MICRO DEVIC 8,325 8,566

TY 2025 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 461,008 511,757 509,245
00769G139 CIBC ATLAS INTL GRWT 102,036 102,036 156,985
00769G451 CIBC ATLAS INC OPPOR 108,194 122,284 156,591
03027X100 AMERICAN TOWER CORP 12,738 5,178 8,076
XXX-XX-XXXX CONESTOGA SMALL CAP- 50,379 53,183 54,389
74340W103 PROLOGIS INC 16,687 15,407 17,872
XXX-XX-XXXX TWEEDY BROWNE INTL V 114,738 126,457 130,061
XXX-XX-XXXX VICI PROPERTIES INC 9,783 8,925 8,295


TY 2025 OtherDecreasesSchedule
Name:
JACK H AND RUTH C CAMPBELL FDN INC
EIN:
56-1887261
Description Amount
INCOME TIMING ADJUSTMENT 391


TY 2025 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 23 23   23


TY 2025 OtherIncreasesSchedule
Name:
JACK H AND RUTH C CAMPBELL FDN INC
EIN:
56-1887261
Description Amount
ROUNDING 3


TY 2025 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 9,176 6,882   2,294
TRUSTEE FEES-PRIN (NON-DEDUCTI 9,176 6,882   2,294


TY 2025 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
FOREIGN TAXES 10 10   0
FEDERAL TAX PAYMENT - PRIOR YE 293 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,696 0   0
FOREIGN TAXES ON QUALIFIED FOR 599 599   0