2026-03-23T10:34:02-04:00 2025-12-31 990PF 2025-01-01 306196356 THE PHYLLIS E AND DONALD G CAMPBELL CHARITABLE FOUNDATION PHYL 5082432111 PO BOX 1618 NAPLES FL 341061618 Donald Campbell Trustee 5082432111 2026-03-24 2025 2025-03-06 01:10:19Z X 1482292 X 181475 611 611 611 33600 33600 33600 114566 185000 114566 0 0 0 0 0 11250 11250 11250 341502 160027 45461 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3858 3858 3858 3858 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3858 3858 3858 3858 133000 133000 136858 3858 3858 136858 204644 156169 41603 22347 52142 52142 164865 161195 161195 532 0 0 532 532 0 0 0 0 0 299492 308409 781011 451069 481020 487412 0 0 0 0 0 0 937773 1003298 1482292 0 0 5000 2500 0 0 0 0 0 0 0 5000 2500 X 932773 1000798 932773 1000798 937773 1003298 932773 204644 2517 1139934 139136 1000798 216.544sh Fidelity Diversified International P 2010-03-22 2025-04-29 10000 0 6030 3970 3970 190.949sh Fidelity Diversified International P 2010-03-22 2025-10-03 10000 0 5318 4682 4682 2037.108sh Fidelity Short Term Bond P 2010-03-22 2025-04-29 17336 0 16819 517 517 192.901sh Fidelity 500 Index P 2010-03-22 2025-10-03 45000 0 8000 37000 37000 101.031sh Fidelity 500 Index P 2010-03-22 2025-12-02 24010 0 4190 19820 19820 313.068sh Fidelity Short Term Bond P 2010-03-22 2025-04-29 2664 0 2679 -15 -15 319.756sh Fidelity 500 Index P 2010-03-22 2025-12-02 75990 0 27398 48592 48592 114566 2171 2171 2171 2281 0 0 2281 110 110 0 false false false 0 0 0 false false false false true FL true false true false false true Donald Campbell 5082432111 PO BOX 1618 NAPLES FL 341061618 false false false false false false false false false false false false false false false false false false false false false Donald Campbell PO Box 1618 Naples FL 34106 Trustee 1.00 0 0 0 Stephen Campbell PO Box 1618 Naples FL 34106 Trustee 1.00 0 0 0 NONE NONE None 0 None None 0 0 1306969 28132 0 1335101 0 0 1335101 20027 1315074 65754 65754 2171 0 2171 63583 0 63583 0 63583 136858 0 0 0 0 136858 63583 0 27635 40840 49153 60274 45431 223333 136858 63583 73275 296608 0 0 0 0 0 0 27635 268973 40840 49153 60274 45431 73275 DONALD Campbell X Conservancy of Southwest Florida 1495 Smith Preserve Way Naples FL 34102 No Relationship PC Program support 5000 South End Soccer PO Box 180833 Boston MA 02118 No Relationship PC Program support 20000 The Elliot School of Fine and Appli 24 Elliot Street Boston MA 02130 No Relationship PC Program support 3000 Sportsmans Tennis and Enrichment C 950 Blue Hill Ave Dorchester MA 02124 No Relationship PC Program support 1500 ROCA 101 Park Street Chelsea MA 02150 No Relationship PC Program support 2500 Western New England UNversity 1215 Wilbraham Rd Springfield MA 01119 No Relationship PC Program support 50000 Friends of the Blue Hills Charitabl PO Box 416 Milton MA 02186 No Relationship PC Program support 3000 Springfield Rescue Mission PO Box 2435 Springfield MA 01101 No Relationship PC Program support 10000 Harpswell Heritage Land Trust PO Box 359 Harpswell ME 04079 No Relationship PC Program support 2500 The Humane Society Naples 370 Airport Pulling Rd Naples FL 34104 No Relationship PC Program support 2500 Avow Foundation 1095 Whippoorwill Lane Naples FL 34105 No Relationship PC Program support 1000 St Vincent De Paul Society Naples D 4451 Mercantile Ave Naples FL 34104 No Relationship PC Program support 10000 Catholic Charities Diocese of Venic 1000 Pinebrook Rd Venice FL 34285 No Relationship PC Program support 2500 The Shelter for Abused Women and Ch PO Box 10102 Naples FL 34101 No Relationship PC Program support 3000 Saint Ann School Foundation 475 9th Ave S Naples FL 34102 No Relationship PC Program support 3000 World Ocean School PO Box 51091 Boston MA 02205 No Relationship PC Program support 2500 The Theater Project 14 School Street Brunswick ME 04011 No Relationship PC Program support 500 City Strings United PO Box 192120 Roxbury MA 02119 No Relationship PC Program support 5000 Cancer Alliance Network 3384 Woods Edge Circle Suite 102 Bonita Springs FL 34134 No Relationship PC Program support 1000 Harpswell Neck Fire and Rescue PO Box 8 Harpswell ME 04079 No Relationship PC Program support 500 Rosies Place 889 Harrison Ave Boston MA 02118 No Relationship PC Program support 3000 826 Boston Inc 3035 Washington Street Boston MA 02119 No Relationship PF Program support 1000 133000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 611 0 0 14 33600 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 114566 0 0 0 0 0 0 0 Capital gains distribution 0 14 11250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 160027 0 160027 false false false false false false false false false false X X 1 Phyllis Campbell PO Box 1618 Naples FL 34106 181475 X 1 267sh SPDR S&P 500 ETF FMV $181475 transferred in tax basis $42,339 unrealized gain $139136 181475 2025-11-26 57140.862sh Fidelity Short Term Bond Fund 481020 487412 2910.441sh Fidelity Diversified Intl Fund 109135 141535 1024.513sh Fidelity Index 500 Fund 88259 243547 1735 sh IShares S&P 500 Growth ETF 68676 213856 267sh SPDR S&P500 ETF 42339 182073 Unrealized gains on donated securities 139136 Capital Gain Distributions 11250 11250 11250 Reduction in grants payable 2500 Basis increase from Wash Sales 14 Rounding 3 Donald Campbell PO Box 1618 Naples FL 34106 Foreign taxes paid by Fidelity Diversified International Fund 183 183 183 183 2024 Federal Excise Tax payment 1800 1800 1800 1800 2025 Estimated Federal Excise Tax Payments 1875 1875 1875 1875