2024-04-08T17:11:54-07:00 2023-11-30 541877229 YATES CAMPBELL & HOEG LLP 4165 CHAIN BRIDGE ROAD FAIRFAX VA 22030 990PF 2022-12-01 226046454 Union Foundation UNIO 9087532440 PO Box 4470 Warren NJ 07059 William V Engel President 9087532440 2024-02-21 William Engel XXX-XX-XXXX true Thomas H Campbell P01202586 7032734230 2024-04-08 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 16181424 X X 400437 400437 547682 63 0 0 400437 948119 63 5700 5700 103872 500 103372 0 0 26 26 16144 3014 0 6098 5998 131840 3540 115070 845500 845500 977340 3540 960570 -576903 944579 63 12866 5825 5825 702183 382801 381191 0 0 2729265 3520027 3499253 2135626 1972628 5285045 0 4846893 4512991 6730099 0 265458 269122 280011 10692291 10663394 16181424 0 0 11272 13130 11272 13130 X 1113334 1113334 18576926 19123074 -9009241 -9586144 10681019 10650264 10692291 10663394 10681019 -576903 546148 10650264 10650264 1.966 sh Vanguard Mid-Cap Index Fd P 2022-03-23 2023-03-08 517 0 577 -60 0 0 0 -60 1.884 sh Vanguard Mid-Cap Index Fd P 2022-06-22 2023-03-08 495 0 454 41 0 0 0 41 2.572 sh Vanguard Mid-Cap Index Fd P 2022-09-22 2023-03-08 676 0 623 53 0 0 0 53 3.432 sh Vanguard Mid-Cap Index Fd P 2022-12-22 2023-03-08 902 0 873 29 0 0 0 29 2000 sh CVS P 2013-07-09 2023-11-15 137677 0 120883 16794 0 0 0 16794 200 sh CVS P 2013-11-20 2023-11-15 13768 0 13246 522 0 0 0 522 1300 sh CVS P 2019-07-01 2023-11-15 89490 0 71985 17505 0 0 0 17505 500 sh CVS P 2020-11-18 2023-11-15 34419 0 33849 570 0 0 0 570 500 sh Exxon Mobil P 1996-11-21 2023-03-08 53966 0 11401 42565 0 0 0 42565 3000 sh Intel P 1994-11-17 2023-03-08 76512 0 11664 64848 0 0 0 64848 .275 sh Kenvue P 1988-06-22 2023-08-24 7 0 0 7 0 0 0 7 2795 sh Kenvue P 1988-06-22 2023-11-15 54477 0 1775 52702 0 0 0 52702 250 sh Microsoft P 1993-11-08 2023-03-08 62365 0 635 61730 0 0 0 61730 300 sh Microsoft P 1993-11-18 2023-11-15 109836 0 762 109074 0 0 0 109074 800 sh Nutrien P 2015-07-16 2023-11-15 45792 0 58961 -13169 0 0 0 -13169 2500 sh Vanguard Financials P 2020-11-18 2023-03-08 210714 0 173029 37685 0 0 0 37685 400 sh Vanguard Information Tech P 2014-11-19 2023-11-15 180670 0 42027 138643 0 0 0 138643 622.937 sh Vanguard Mid-Cap Index P 2021-11-17 2023-03-08 163688 0 201000 -37312 0 0 0 -37312 2.261 sh Vanguard Mid-Cap Index P 2021-12-27 2023-03-08 594 0 705 -111 0 0 0 -111 LTCG Am Fd Income Fund of America P 2020-12-31 2022-12-14 55566 0 0 55566 0 0 0 55566 547682 63 13130 0 13130 0 13130 14728 14728 -14728 X 8 1590 1590 false false false false false false false true true NJ true false false false false true N/A Thomas H Campbell 7032734230 12798 Fair Briar Lane Fairfax VA 22033 false false false false true false false false false false false false false false false false false false false false false William V Engel PO Box 4470 Warren NJ 07059 President 2.50 475 0 0 Suzanne B Engel PO Box 4470 Warren NJ 07059 Vice President 0.50 950 0 0 R Sean Devlin PO Box 4470 Warren NJ 07059 Asst. Treasurer 0.50 950 0 0 Thomas H Campbell PO Box 4470 Warren NJ 07059 Treasurer 2.00 475 0 0 Edward S Atwater IV PO Box 4470 Warren NJ 07059 Vice President 2.00 950 0 0 Abby O'Neill PO Box 4470 Warren NJ 07059 Trustee 0.50 950 0 0 Michael O'Neill PO Box 4470 Warren NJ 07059 Trustee 0.50 950 0 0 NONE 0 Engel Devlin Sgambati LLC PO Box 4470 Warren NJ 07059 Legal and Managerial 86552 0 None 0 None 0 0 16474292 7667 0 16481959 0 16481959 247229 16234730 811737 811737 13130 13130 798607 798607 798607 960570 0 960570 798607 107037 121441 221315 140095 133860 723748 960570 0 798607 161963 885711 0 0 0 0 107037 778674 121441 221315 140095 133860 161963 None None William V Engel President PO Box 4470 Warren NJ 070590470 9087532440 See Attached Guidelines See Attached Guidelines See Attached Guidelines See Attached Schedule See Attached Schedule Warren NJ 07059 All are509(a)(1) or See Attached Schedule 845500 845500 14 400437 18 546148 946585 946585 N/A No amounts in Column (e) of Part XVI-A. false false false false false false false false false false See Attached-Common Stock 1972628 5285045 3520027 3499253 See Attached-Mutual Funds 3767242 4838570 See Attached-Other Equity 745749 1891529 Thomas H. Campbell Tax and Accounting 17320 17320 Engel Devlin Sgambati, LLC Legal & Managerial 86552 500 86052 Prepaid Federal Tax 15001 14729 14729 Accrued Bond Interest 456 4393 4393 Annuities 250000 250000 260889 Rounding 1 0 0 Miscellaneous 5928 5828 Advisory Services 170 170 Capital Surplus Current Year 546148 Federal Excise Tax 11272 13130 Rounding 0 0 Federal Excise Tax 13130 Foreign Tax 3014 3014