OWEN MOSCONE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OWEN MOSCONE FOUNDATION (EIN 26-1888690)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-26
- IRS object ID
- 202611469349100511
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-26T09:32:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261888690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OWEN MOSCONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEN | BusinessNameControlTxt |
| Phone | 4154488495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PELICAN WAY | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MOSCONE | PersonNm |
| Person Title | CEO AND TREASURER | PersonTitleTxt |
| Phone | 4153815588 | PhoneNum |
| Signature | 2026-05-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,343,472 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $363,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,208 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $197,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,753 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,503 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,644 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $51,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $113,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $124,965 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $926,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $936,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,147,803 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,015,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,120,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,343,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $1,015,568 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,120,675 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,015,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,120,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,015,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,120,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,015,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,644 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,121,212 | SubtotalAmt |
| Other Decreases | $537 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,120,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $151,621 | $153,060 | -$1,439 | -$1,439 |
| PUBLICLY TRADED SECURITIES | P | $155,820 | $146,072 | $9,748 | $9,748 |
| CAPITAL GAINS DIVIDENDS | P | $55,899 | $55,899 | $55,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,208 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $202 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $202 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $1,119 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRIS MOSCONE | IndividualWithBooksNm |
| Phone | 4153815588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 HILLSIDE AVE | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA MOSCONE | ||||||||
| 235 HILLSIDE AVE | MILL VALLEY | CA | 94941 | CEO AND TREASURER | 5.00 | $0 | $0 | $0 |
| CHRIS MOSCONE | ||||||||
| 235 HILLSIDE AVE | MILL VALLEY | CA | 94941 | SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,178,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,235,457 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,235,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,216,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,282 | TotalTaxAmt |
| Distributable Before Adj | $59,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $24,823 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,546 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,637 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $159,624 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,436 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,060 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $60,618 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $120,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,823 | ExcessFromYear3Amt |
| Excess From Year2 | $53,546 | ExcessFromYear2Amt |
| Excess From Year1 | $20,637 | ExcessFromYear1Amt |
| Excess From Current Year | $21,436 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP RAINBOW GOLD | |||||||
| 216 W JEFFERSON STREET | BOISE | ID | 83702 | N/A | NC | TO PROVIDE EMOTIONALLY EMPOWERING EXPERIENCES TO IDAHO'S CHILDREN DIAGNOSED WITH CANCER. | $25,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | NC | TO IMPROVE CANCER CARE AND OUTCOMES FOR CHILDREN WITH HIGH-RISK NEUROBLASTOMA. | $50,000 |
| SWEET RELIEF MUSICIANS CANCER FUND | |||||||
| 2650 E IMPERIAL HWY STE 208 | BREA | CA | 92821 | N/A | NC | TO PROVIDE FINANCIAL ASSISTANCE TO ALL TYPES OF CAREER MUSICIANS AND MUSIC INDUSTRY WORKERS WHO ARE STRUGGLING TO MAKE ENDS MEET WHILE FACING HEALTH ISSUES DIRECTLY ASSOCIATED WITH CANCER. | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,540 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,773 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARCIA SYUFY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 HARRISON STREET | AddressLine1Txt |
| City | SAUSALITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AECAP HOLDINGS N.V. (AER) SH 16.080 | $1,844 | $2,312 |
| AIRBNB INC CL A (ABNB) SH 13.845 | $1,663 | $1,879 |
| ALCON INC (ALC) SH 11.251 | $993 | $887 |
| ALLY FINANCIAL INC (ALLY) SH 34.9 | $1,218 | $1,581 |
| ALPHABET INC CL A (GOOGL) SH 5.034 | $805 | $1,576 |
| AMAZON COM INC (AMZN) SH 2.851 | $502 | $658 |
| AMDOCS LIMITED ORD (DOX) SH 12.643 | $1,103 | $1,018 |
| AMERICAN ELEC PER CO INC (AEP) SH 16.712 | $1,775 | $1,927 |
| AMERICAN INTL GP INC NEW (AIG) SH 19.36 | $1,622 | $1,656 |
| AMERICAN WATER WORKS CO SH 8.586 | $1,076 | $1,120 |
| AMRIZE LTD (AMRZ) SH 30.429 | $1,505 | $1,671 |
| ANNALY CAPITAL MANAGEMENT INC (NLY) SH 67.01 | $1,433 | $1,498 |
| APA CORPORATION (APA) SH 15.951 | $316 | $390 |
| API GROUP CORP (APG) SH 17.347 | $439 | $664 |
| APTIV PLC (APTV) SH 11.243 | $736 | $855 |
| ARCH CAPITAL GROUP LTD (ACGL) SH 14.118 | $1,316 | $1,354 |
| AUTOZONE INC (AZO) SH 0.272 | $1,034 | $922 |
| BAKER HUGHES COMPANY CL A (BKR) SH 28.864 | $1,227 | $1,314 |
| BANK OF AMERICA CORP (BAC) SH 19.076 | $777 | $1,049 |
| BAXTER INTL INC (BAX) SH 16.295 | $555 | $311 |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) SH 10.658 | $1,131 | $899 |
| BROWN & BROWN INC (BRO) SH 1.072 | $87 | $85 |
| BXP INC (BXP) SH 7.445 | $507 | $502 |
| CANADIAN PACIFIC KANSAS CITY (CP) SH 15.912 | $1,173 | $1,172 |
| CAPITAL ONE FINANCIAL CORP (COF) SH 7.032 | $1,202 | $1,704 |
| CARLISLE CO INC (CSL) SH 1.984 | $673 | $635 |
| CARLYLE GROUP INC (CG) SH 18.316 | $755 | $1,083 |
| CBRE GROUP INC - A (CBRE) | $1,083 | $1,398 |
| CDW CORPORATION (CDW) SH 12.29 | $1,951 | $1,674 |
| CELANESE CORP SERIES A COM STK (CE) SH 7.662 | $414 | $324 |
| CHARLES RIVER LABS INTL INC (CRL) SH 7.897 | $1,181 | $1,575 |
| CHARLES SCHWAB NEW (SCHW) SH 15.902 | $1,234 | $1,589 |
| CHARTER COMMUNICATIONS INC (CHTR) SH 0.314 | $64 | $66 |
| CHURCH & DWIGHT CO INC (CHD) SH 12.036 | $1,255 | $1,009 |
| CITIGROUP INC NEW (C) SH 15.009 | $1,049 | $1,751 |
| COMCAST CORP (NEW) CLASS A (CMCSA) SH 32.798 | $1,170 | $980 |
| CONOCOPHILLIPS (COP) SH 20.422 | $1,983 | $1,912 |
| CONSTELLATION BRANDS INC CL A (STZ) SH 4.45 | $764 | $614 |
| COREBRIDGE FINL INC (CRBG) SH 21.06 | $676 | $635 |
| CORTEVA INC (CTVA) SH 21.203 | $1,316 | $1,421 |
| D R HORTON INC (DHI) SH 4.422 | $559 | $637 |
| DEERE & CO (DE) SH 2.106 | $1,000 | $980 |
| DELTA AIR LINES INC NEW (DAL) SH 24.162 | $1,129 | $1,677 |
| DONALDSON CO INC (DCI) SH 4.209 | $307 | $373 |
| EASTMAN CHEMICAL COMPANY (EMN) SH 7.928 | $507 | $506 |
| ELEVANCE HEALTH INC (ELV) SH 4.812 | $1,885 | $1,687 |
| EOG RESOURCES INC (EOG) SH 15.906 | $1,933 | $1,670 |
| EQT CORPORATION COM (EQT) SH 20.835 | $1,102 | $1,117 |
| EQUIFAX INC (EFX) SH 6.055 | $1,422 | $1,314 |
| FIFTH 3RD BANCORP OHIO (FITB) SH 32.438 | $1,282 | $1,518 |
| FIRST CITIZ BANCSHARES A (FCNCA) SH 1.003 | $1,838 | $2,153 |
| FIRSTENERGY CORP (FE) SH 34.962 | $1,410 | $1,565 |
| FORTUNE BRANDS INNOVATIONS INC (FBIN) SH 15.134 | $914 | $757 |
| FREEPORT-MCMORAN CL-B (FCX) SH 17.852 | $717 | $907 |
| GATES INDUSTRIAL CORP PLC (GTES) SH 53.365 | $1,038 | $1,146 |
| GE HEALTHCARE TECHNOLOGIES INC (GEHC) SH 16.91 | $1,242 | $1,387 |
| GENERAL MTRS CO (GM) SH 17.209 | $845 | $1,399 |
| GENUINE PARTS CO (GPC) SH 4.791 | $594 | $589 |
| GLOBAL PAYMENT INC (GPN) SH 14.508 | $1,318 | $1,123 |
| GRAPHIC PACKAGING HOLDING CO (GPK) SH 73.04 | $1,256 | $1,100 |
| HUMANA INC (HUM) SH 2.016 | $522 | $516 |
| ICON PLC (ICLR) SH 4.27 | $718 | $778 |
| INGERSOLL RAND INC (IR) SH 6.418 | $468 | $508 |
| INTERCONTINENTAL EXCHANGE INC (ICE) SH 11.002 | $1,866 | $1,782 |
| IQVIA HOLDINGS INC (IQV) SH 7.374 | $1,335 | $1,662 |
| JACOBS SOLUTIONS INC (J) SH 9.681 | $1,184 | $1,282 |
| JEFFERIES FINL GROUP INC (JEF) SH 28.806 | $1,644 | $1,785 |
| KEURIG DR PEPPER INC COM (KDP) SH 114 | $3,149 | $3,193 |
| KEYSIGHT TECHNOLOGIES INC (KEYS) SH 7.023 | $1,226 | $1,427 |
| KNIGHT-SWIFT TRANSN HLDGS CL A (KNX) SH 19.188 | $913 | $1,003 |
| L3HARRIS TECHNOLOGIES INC (LHX) SH 2.184 | $463 | $641 |
| LABCORP HOLDINGS INC (LH) SH 7.187 | $1,743 | $1,803 |
| LIBERTY BROADBAND CORP S-C (LBRDK) SH 6.325 | $502 | $307 |
| LOEWS CORPORATION (L) SH 10.896 | $966 | $1,147 |
| MARATHON PETROLEUM CORP (MPC) SH 4.78 | $650 | $777 |
| MASCO CORP (MAS) SH 12.389 | $843 | $786 |
| MERCK & CO INC NEW COM (MRK) SH 17.39 | $1,562 | $1,830 |
| MUELLER INDUS INC (MLI) SH 5.509 | $566 | $632 |
| NASDAQ INC COM (NDAQ) SH 10.04 | $753 | $975 |
| NIKE INC B (NKE) SH 17.594 | $982 | $1,121 |
| NIQ GLOBAL INTELLIGENCE PLC (NIQ) SH 12 | $234 | $198 |
| NOVANTA INC (NOVT) SH 1.106 | $128 | $132 |
| NUCOR CORPORATION (NUE) SH 2.399 | $323 | $391 |
| OKTA, INC CL A (OKTA) SH 5.845 | $530 | $505 |
| ON SEMICONDUCTOR CORP (ON) SH 21.086 | $999 | $1,142 |
| PHILLIPS 66 COM (PSX) SH 11.651 | $1,499 | $1,503 |
| PRIMO BRANDS CORPORATION CL A (PRMB) SH 16.322 | $473 | $267 |
| PVH CORPORATION (PVH) SH 8.967 | $648 | $601 |
| QIAGEN NV (QGEN) SH 11.227 | $471 | $505 |
| QNITY ELECTRONICS INC (Q) SH 1.562 | $127 | $128 |
| R P M INC (RPM) SH 7.265 | $814 | $756 |
| REGIONS FINANCIAL CORP NEW (RF) SH 33 | $719 | $894 |
| REINSURANCE GROUP OF AMERICA (RGA) SH 5.301 | $775 | $1,079 |
| REPUBLIC SERVICES INC (RSG) SH 4.217 | $977 | $894 |
| REVVITY INC (RVTY) SH 6.653 | $601 | $644 |
| SALESFORCE INC (CRM) SH 6.863 | $1,791 | $1,818 |
| SOMNIGROUP INTERNATIONAL INC (SGI) SH 7.156 | $434 | $639 |
| STANDARDAERO INC (SARO) SH 39.703 | $1,091 | $1,139 |
| STATE STREET CORP (STT) SH 7.515 | $662 | $970 |
| TARGA RESOURCES CORP (TRGP) SH 10.333 | $1,688 | $1,906 |
| TE CONNECTIVITY PLC (TEL) SH 2.677 | $366 | $609 |
| TERADYNE INC (TER) SH 11.793 | $1,010 | $2,283 |
| TORO CO (TTC) SH 14.662 | $1,096 | $1,154 |
| UNION PACIFIC CORP (UNP) SH 5.061 | $1,119 | $1,171 |
| VALERO ENERGY CP DELA NEW (VLO) SH 5.712 | $780 | $930 |
| VULCAN MATERIALS CO (VMC) SH 5.517 | $1,335 | $1,574 |
| WARNER BROS DISCOVERY INC SER (WBD) SH 51.805 | $531 | $1,493 |
| WELLS FARGO & CO NEW (WFC) SH 11.022 | $781 | $1,027 |
| WESCO INTL INC (WCC) SH 4.638 | $718 | $1,135 |
| WEYERHAEUSER CO (WY) SH 45.571 | $1,267 | $1,080 |
| WILLIS TOWERS WATSON PLC LTD (WTW) SH 5.409 | $1,775 | $1,777 |
| ZIMMER BIOMET HLDGS INC COM (ZBH) SH 15.471 | $1,500 | $1,391 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLSPRING ABSOLT RET I SH 8,426.132 | AT COST | $88,640 | $93,109 |
| BLACKROCK GLOBAL ALLOCATION I SH 4,666.248 | AT COST | $88,679 | $95,191 |
| BLACKROCK HEALTH SCIENCE OPP ISH 1,464.591 | AT COST | $100,030 | $103,122 |
| BLACKSTONE ALT MULT-STRAT INST SH 10,536.943 | AT COST | $111,058 | $115,590 |
| DAVIS FINANCIAL FUND Y SH 1,869.992 | AT COST | $85,294 | $154,929 |
| FIRST EAGLE GLOBAL I SH 1,251.429 | AT COST | $73,682 | $101,378 |
| FIRST EAGLE OVERSEAS I SH 2,439.135 | AT COST | $59,150 | $76,394 |
| GQG PARTNERS EMRG MKTS EQ INS SH 2,805.172 | AT COST | $42,218 | $49,932 |
| HARTFORD DIVIDEND & GROWTH I SH 1,879.624 | AT COST | $46,584 | $64,264 |
| JOHN HANCOCK DISPLND VAL INST SH 3,477.82 | AT COST | $63,455 | $85,972 |
| NEUBERGER BERMAN LG SH INST SH 3,194.945 | AT COST | $53,452 | $64,186 |
| POLEN GROWTH INSTITUTIONAL SH 2,491.002 | AT COST | $81,520 | $89,053 |
| ISHARES CORE MSCI EMERGING SH 767 | AT COST | $39,841 | $51,558 |
| ISHARES RUSSELL 1000 VALUE ETF (IWD) SH 11.115 | AT COST | $2,350 | $2,338 |
| ISHARES RUSSELL MIDCAP V ETF (IWS) SH 5.581 | AT COST | $796 | $787 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT NOT REFLECTED IN PY | Desc |
| Amt | $537 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOI & DE FEE | $125 | $0 | $0 |
| MISCELLANEOUS | $965 | $483 | $0 |
| MISCELLANEOUS FEE | $10,039 | $5,020 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |