ARTEMIS RISING FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARTEMIS RISING FOUNDATION (EIN 68-0315880)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202432899349101138
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T18:01:14-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680315880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Artemis Rising Foundation | BusinessNameLine1Txt |
| Business Name Line2 | formerly Phoebe Snow Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTE | BusinessNameControlTxt |
| Phone | 4153842288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6106 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ken Blum | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Duffield | PreparerPersonNm |
| PTIN | P01257136 | PTIN |
| Phone | 4159830200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,759,385 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,920,706 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,370,916 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,370,916 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,429,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $608,200 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$13,976 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,976 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $29,293,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,965,140 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $111,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $111,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,779 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,779 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $130,523 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $130,928 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,294 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $98,054 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,917 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $105,158 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $533 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,061 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,061 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $344,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $305,401 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $970,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $675,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,579,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,579,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,549,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,255,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,743,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,787,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,667,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,286,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,286,019 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $25,000,000 | GrantsReceivableBOYAmt |
| US Government Obligations BOY | $4,882,172 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,984,479 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $8,178,447 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,218,288 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,218,288 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,448,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $106,256,092 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,256,092 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,875,000 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $6,875,000 | LandEOYAmt |
| Land EOYFMV | $6,875,000 | LandEOYFMVAmt |
| Other Assets BOY | $1,132,368 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,096,328 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,123,986 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,293,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,731,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,759,385 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $70,717 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $91,946 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,000,000 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $60,437 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,070,717 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,152,383 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $94,222,573 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $129,579,344 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,222,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,579,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,293,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,731,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,222,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,743,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,613,175 | OtherIncreasesAmt |
| Subtotal | $129,579,344 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $129,579,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sale of Publicly Traded Securities | P | 2000-01-01 | 2023-12-31 | $73,536,615 | $73,654,396 | -$117,781 | -$117,781 |
| Sale of Donated Securities | D | 2000-01-01 | 2023-12-31 | $6,893,164 | $6,167,183 | $725,981 | $725,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $608,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,642 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52,642 | SubtotalAmt |
| Tax Based On Investment Income | $52,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,177 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $64,177 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $241 | EsPenaltyAmt |
| Overpayment | $11,294 | OverpaymentAmt |
| Applied To ES Tax | $11,294 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ken Blum | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152986866 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6106 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| R Scully | ||||||
| PO Box 6106 | San Rafael | CA | 94903 | Pres/Dir | 1.00 | $0 |
| Kenneth J Blum | ||||||
| PO Box 6106 | San Rafael | CA | 94903 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan | |||||
| 2029 Century Park East 39th Fl | Los Angeles | CA | 90067 | Investment Mgmt | $177,917 |
| Kramer Blum and Associates Inc | |||||
| PO Box 6106 | San Rafael | CA | 94903 | Foundation Mgmt | $120,587 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,172,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,152,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,324,620 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $97,324,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,459,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,864,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,793,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,793,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,642 | TotalTaxAmt |
| Distributable Before Adj | $4,740,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,740,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,740,596 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,255,156 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,255,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,740,596 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,808,093 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,283,822 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,728,052 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,302,279 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,488,395 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,610,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,255,156 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,740,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,514,560 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,125,201 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,808,093 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,317,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,283,822 | ExcessFromYear4Amt |
| Excess From Year3 | $3,728,052 | ExcessFromYear3Amt |
| Excess From Year2 | $3,302,279 | ExcessFromYear2Amt |
| Excess From Year1 | $3,488,395 | ExcessFromYear1Amt |
| Excess From Current Year | $1,514,560 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| See Grant Statement | |||||||
| See Grant Statement | See Grant Statement | CA | 94941 | N/A | PC | See Grant Statement | $4,579,400 |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | N/A | PC | Endowed Professorship | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,579,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,370,916 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,502 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$13,976 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,372,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,372,442 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Scully 1994 Family Trust No 2 | |||||||
| 1 | 591 Redwood Highway Ste 3215 | Mill Valley | CA | 94941 | $1,183,688 | Yes (X) | |
| John H and Regina K Scully Fdn | |||||||
| 2 | PO Box 6106 | San Rafael | CA | 94903 | $24,737,018 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 17,673 Sh VO; 14,659 Sh IWM; 45,217 Sh VEA; 39,599 Sh VWO; 45,163 Sh APHKX; 72,897 Sh FXAIX; 65,111 | NoncashPropertyDesc |
| Fair Market Value | $24,737,018 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $45,444 | $0 | $0 | $53,104 |
| Audit Fees | $19,875 | $0 | $0 | $38,975 |
| Tax Preparation | $5,975 | $0 | $0 | $5,975 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth J Blum | PersonNm |
| Short Explanation | In 2023, the Foundation compensated Kramer Blum and Associates, Inc. $120,587 to provide administrative support to the Foundation. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c). | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Goldman Sachs Group Inc 5/31/24 | $298,725 | $298,725 |
| NTEELN_3PKAP_OTCKLH_C_28OCT24_78 | $299,136 | $299,136 |
| Franklin Res Inc 3/30/25 | $243,492 | $243,492 |
| Take-Two Interactive SOF 4/14/25 | $244,644 | $244,644 |
| Huntington Ingalls Indus 5/1/25 | $293,676 | $293,676 |
| CNH INDL Cap LLC 5/23/25 | $294,687 | $294,687 |
| Harley-Davidson Inc 7/28/25 | $145,282 | $145,282 |
| Brighthouse Finl In 6/22/27 | $75,475 | $75,475 |
| Becton Dickinson & Co 2/13/28 | $301,277 | $301,277 |
| Williams Companies Inc 8/15/28 | $307,066 | $307,066 |
| Cigna Group 10/15/28 | $371,979 | $371,979 |
| Southn Co 3/15/29 | $312,154 | $312,154 |
| Amern Express Co 5/3/29 | $296,932 | $296,932 |
| Masco Corp 8/1/29 | $333,547 | $333,547 |
| Parker-Hanfin Corp 9/15/29 | $300,802 | $300,802 |
| L3Harris Tech Inc 12/15/29 | $338,868 | $338,868 |
| Energy Tranfer LP 12/1/30 | $320,760 | $320,760 |
| Boardwalk Pipelines LP 2/15/31 | $245,741 | $245,741 |
| Lab Corp of Amer 6/1/31 | $194,045 | $194,045 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity 500 Index Fd, 187,723.597 Sh | FMV | $31,066,378 | $31,066,378 |
| Vanguard Mid-Cap, 40,563 Sh | FMV | $9,436,576 | $9,436,576 |
| iShares 2000 ETF, 36,593 Sh | FMV | $7,344,581 | $7,344,581 |
| Vanguard FTSE Dev, 120,812 Sh | FMV | $5,786,895 | $5,786,895 |
| Matthews Pacific Tiger, 163,827.237 Sh | FMV | $3,048,825 | $3,048,825 |
| Vanguard FTSE Emerging, 103,476 Sh | FMV | $4,252,864 | $4,252,864 |
| Doubleline Ttl Ret Bd, 404,776.89 Sh | FMV | $3,578,228 | $3,578,228 |
| Vanguard Ttl Bd Mkt IDX, 223287.72 Sh | FMV | $2,168,124 | $2,168,124 |
| Vanguard Ttl Bd Mkt, 339,410 Sh | FMV | $24,963,606 | $24,963,606 |
| Artisan International-INST 207,291.124Sh | FMV | $5,582,350 | $5,582,350 |
| Artisan INTL VAL-INST 121,199.866 Sh | FMV | $5,570,346 | $5,570,346 |
| Lord Abbett Shrt Dur Inc-F3 895,678.48Sh | FMV | $3,457,319 | $3,457,319 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $6,875,000 | CostOrOtherBasisAmt |
| Book Value | $6,875,000 | BookValueAmt |
| EOYFMV | $6,875,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $130,523 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $130,928 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest & Dividends Receivable | $146,328 | $141,115 | $141,115 |
| Prepaid Federal Excise Tax | $1,795 | $8,105 | $8,105 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $1,367 | $40 | $1,327 |
| Closing Fees | $61,914 | $61,914 | |
| Dues & Subscriptions | $2,105 | $2,105 | |
| Fees and Licenses | $3,306 | $3,306 | |
| Insurance | $7,720 | $7,720 | |
| Marketing | $20,000 | $20,000 | |
| Miscellaneous | $240 | $240 | |
| Office Supplies | $2,298 | $2,298 | |
| Outside Services | $121,687 | $97,253 | |
| Payroll Service Fees | $3,530 | $3,530 | |
| Postage | $72 | $72 | |
| Property Insurance | $59,710 | $59,710 | |
| Research and Development | $59,805 | $45,260 | |
| Website | $666 | $666 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Revenue And Expenses Per Books | -$13,976 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$13,976 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Excise Tax | Desc |
| EOY Book Value | $60,437 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $177,917 | Amt |
| Net Investment Income | $177,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Tax Provision | $104,625 | |
| Property Taxes | $533 | $533 |