2025-04-11T14:45:52-07:00 2024-11-30 541877229 YATES CAMPBELL & HOEG LLP 4165 CHAIN BRIDGE ROAD FAIRFAX VA 22030 990PF 2023-12-01 226046454 Union Foundation UNIO 9087532440 PO Box 4470 Warren NJ 07059 William V Engel President 9087532440 2025-02-18 true true Thomas H Campbell P01202586 7032734230 2025-04-11 2023 2025-03-06 01:10:19Z X 17167741 X X 482196 482196 615755 0 0 0 482196 1097951 0 11000 11000 108000 500 107500 0 0 17815 2350 0 0 5273 5273 142088 2850 123773 936525 936525 1078613 2850 1060298 -596417 1095101 0 5825 24302 24302 382801 260551 260551 0 0 3520027 4374503 4404987 1972628 1414107 5157445 0 4512991 4601380 7310241 0 269122 10215 10215 10663394 10685058 17167741 0 0 13138 15465 13138 15465 X 1113334 1113334 19123074 19738828 -9586152 -10182569 10650256 10669593 10663394 10685058 10650256 -596417 615754 10669593 10669593 LTCG UBS Select Institutional Fund P 2022-11-30 2023-12-12 2 0 0 2 0 0 0 2 LTCG Am Fd Capital World Growth P 2022-11-30 2023-12-13 20981 0 0 20981 0 0 0 20981 LTCG-Am Fd New World Fund P 2022-11-30 2023-12-15 5735 0 0 5735 0 0 0 5735 LTCG-Am Fd Euro Pacific Growth P 2022-11-30 2023-12-15 9815 0 0 9815 0 0 0 9815 300K USTN 2.25% 03/31/2024 P 2023-03-10 2024-04-01 300000 0 290701 9299 0 0 0 9299 LTCG Am Fd Euro Pacific Growth P 2022-11-30 2024-06-11 10741 0 0 10741 0 0 0 10741 250K USTN 1.5% 10/31/24 P 2021-11-18 2024-10-31 250000 0 254940 -4940 0 0 0 -4940 1M USTN 1.5% 10/31/2024 P 2022-03-10 2024-10-31 1000000 0 992427 7573 0 0 0 7573 2000 Sh Am Electric Power P 2021-11-17 2024-11-15 189544 0 166719 22825 0 0 0 22825 125 Sh Costco P 1998-11-20 2024-11-15 112769 0 3913 108856 0 0 0 108856 1000 Sh Dow, Inc. P 2019-07-01 2024-11-15 43838 0 50583 -6745 0 0 0 -6745 300 Sh Lowes Companies P 2000-06-28 2024-11-15 80142 0 3223 76919 0 0 0 76919 500 Sh Medtronic P 2015-01-27 2024-11-15 43339 0 37834 5505 0 0 0 5505 2000 Sh Medtronic P 2015-01-27 2024-11-15 173355 0 151337 22018 0 0 0 22018 250 Sh Microsoft P 1993-11-18 2024-11-15 102741 0 635 102106 0 0 0 102106 500 Sh RTX Corp P 2014-11-19 2024-11-15 58349 0 30226 28123 0 0 0 28123 412 Sh Travelers Companies P 2002-11-15 2024-11-15 105512 0 14053 91459 0 0 0 91459 238 Sh Travelers Companies P 2008-11-19 2024-11-15 60951 0 9409 51542 0 0 0 51542 1400 Sh Weyerhauser P 2001-11-16 2024-11-15 42776 0 23998 18778 0 0 0 18778 1600 Sh Weyerhauser P 2003-04-11 2024-11-15 48887 0 21590 27297 0 0 0 27297 100 Sh Lockheed Martin P 2023-11-15 2024-11-15 52869 0 45001 7868 0 0 0 7868 50K USTB 05/22/25 P 2024-11-18 2024-11-21 48909 0 48911 -2 0 0 0 -2 615755 -2 15222 0 15222 0 15222 7315 7315 7315 X 243 8150 0 false false false false false false false true true NJ true false false false false true N/A Thomas H Campbell 7032734230 15201 Royal Crest Drive Apt 301 Haymarket VA 20169 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 1500 0 0 Suzanne B Engel PO Box 4470 Warren NJ 07059 Vice President 0.50 1500 0 0 R Sean Devlin PO Box 4470 Warren NJ 07059 Asst. Treasurer 0.50 1500 0 0 Thomas H Campbell PO Box 4470 Warren NJ 07059 Treasurer 2.00 1000 0 0 Edward S Atwater IV PO Box 4470 Warren NJ 07059 Vice President 2.00 2000 0 0 Abby O'Neill PO Box 4470 Warren NJ 07059 Trustee 0.50 1500 0 0 Michael O'Neill PO Box 4470 Warren NJ 07059 Trustee 0.50 2000 0 0 NONE 0 Engel Devlin Sgambati LLC PO Box 4470 Warren NJ 07059 Legal and Managerial 90000 0 None 0 None 0 0 17811053 6668 0 17817721 0 17817721 267266 17550455 877523 877523 15222 15222 862301 862301 862301 1060298 0 1060298 862301 121441 221315 140095 133860 161963 778674 1060298 0 862301 197997 976671 0 0 0 0 121441 855230 221315 140095 133860 161963 197997 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 936525 936525 14 482196 18 615755 1097951 1097951 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 1414107 5157445 4374503 4404987 See Attached-Mutual Funds 3855631 4727571 See Attached-Other Equity 745749 2582670 Thomas H. Campbell Tax and Accounting 18000 18000 Engel Devlin Sgambati, LLC Legal & Managerial 90000 500 89500 Prepaid Federal Tax 14729 7316 7316 Accrued Bond Interest 4393 2898 2898 Annuities 250000 0 0 Rounding 0 1 1 Miscellaneous 5273 5273 Capital Surplus Current Year 615754 Federal Excise Tax 13138 15465 Rounding 0 0 Federal Excise Tax 15465 Foreign Tax 2350 2350 0