2024-10-15T18:01:14-07:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 680315880 Artemis Rising Foundation formerly Phoebe Snow Foundation ARTE 4153842288 PO Box 6106 San Rafael CA 94903 Ken Blum Secretary 2024-10-15 false true Carol Duffield P01257136 4159830200 2023 2024-10-15 13:58:12Z X 130759385 X 25920706 3370916 3370916 15502 80429779 608200 -13976 -13976 29293148 3965140 111000 111000 8779 8779 130523 130928 71294 98054 177917 177917 105158 533 21061 21061 344420 40 305401 970152 177957 675756 4579400 5579400 5549552 177957 6255156 23743596 3787183 14667697 11286019 11286019 25000000 4882172 1984479 8178447 5218288 5218288 40448127 106256092 106256092 6875000 6875000 6875000 1132368 1096328 1123986 96293290 130731727 130759385 70717 91946 2000000 1000000 60437 2070717 1152383 X 94222573 129579344 94222573 129579344 96293290 130731727 94222573 23743596 11613175 129579344 129579344 Sale of Publicly Traded Securities P 2000-01-01 2023-12-31 73536615 73654396 -117781 -117781 Sale of Donated Securities D 2000-01-01 2023-12-31 6893164 6167183 725981 725981 608200 52642 52642 52642 49177 15000 64177 X 241 11294 11294 false false false false false false false true true CA true false false false false true N/A Ken Blum 4152986866 PO Box 6106 San Rafael CA 94903 false false false true true false false false false false false false false false false false false false false false false false 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 NONE JP Morgan 2029 Century Park East 39th Fl Los Angeles CA 90067 Investment Mgmt 177917 Kramer Blum and Associates Inc PO Box 6106 San Rafael CA 94903 Foundation Mgmt 120587 47172105 50152515 0 97324620 0 97324620 1459869 95864751 4793238 4793238 52642 52642 4740596 4740596 4740596 6255156 6255156 4740596 4808093 7283822 3728052 3302279 3488395 22610641 6255156 0 4740596 1514560 24125201 0 4808093 19317108 7283822 3728052 3302279 3488395 1514560 X See Grant Statement See Grant Statement See Grant Statement CA 94941 N/A PC See Grant Statement 4579400 Barnard College 3009 Broadway New York NY 10027 N/A PC Endowed Professorship 1000000 5579400 14 3370916 18 15502 Partnership Income 14 -13976 3372442 3372442 false false false false false false false false false false X X 1 Scully 1994 Family Trust No 2 591 Redwood Highway Ste 3215 Mill Valley CA 94941 1183688 X 2 John H and Regina K Scully Fdn PO Box 6106 San Rafael CA 94903 24737018 X 2 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 24737018 2023-12-31 Accounting Fees 45444 0 0 53104 Audit Fees 19875 0 0 38975 Tax Preparation 5975 0 0 5975 Kenneth J Blum 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). Goldman Sachs Group Inc 5/31/24 298725 298725 NTEELN_3PKAP_OTCKLH_C_28OCT24_78 299136 299136 Franklin Res Inc 3/30/25 243492 243492 Take-Two Interactive SOF 4/14/25 244644 244644 Huntington Ingalls Indus 5/1/25 293676 293676 CNH INDL Cap LLC 5/23/25 294687 294687 Harley-Davidson Inc 7/28/25 145282 145282 Brighthouse Finl In 6/22/27 75475 75475 Becton Dickinson & Co 2/13/28 301277 301277 Williams Companies Inc 8/15/28 307066 307066 Cigna Group 10/15/28 371979 371979 Southn Co 3/15/29 312154 312154 Amern Express Co 5/3/29 296932 296932 Masco Corp 8/1/29 333547 333547 Parker-Hanfin Corp 9/15/29 300802 300802 L3Harris Tech Inc 12/15/29 338868 338868 Energy Tranfer LP 12/1/30 320760 320760 Boardwalk Pipelines LP 2/15/31 245741 245741 Lab Corp of Amer 6/1/31 194045 194045 Fidelity 500 Index Fd, 187,723.597 Sh FMV 31066378 31066378 Vanguard Mid-Cap, 40,563 Sh FMV 9436576 9436576 iShares 2000 ETF, 36,593 Sh FMV 7344581 7344581 Vanguard FTSE Dev, 120,812 Sh FMV 5786895 5786895 Matthews Pacific Tiger, 163,827.237 Sh FMV 3048825 3048825 Vanguard FTSE Emerging, 103,476 Sh FMV 4252864 4252864 Doubleline Ttl Ret Bd, 404,776.89 Sh FMV 3578228 3578228 Vanguard Ttl Bd Mkt IDX, 223287.72 Sh FMV 2168124 2168124 Vanguard Ttl Bd Mkt, 339,410 Sh FMV 24963606 24963606 Artisan International-INST 207,291.124Sh FMV 5582350 5582350 Artisan INTL VAL-INST 121,199.866 Sh FMV 5570346 5570346 Lord Abbett Shrt Dur Inc-F3 895,678.48Sh FMV 3457319 3457319 Land 6875000 6875000 6875000 Legal Fees 130523 0 0 130928 Accrued Interest & Dividends Receivable 146328 141115 141115 Prepaid Federal Excise Tax 1795 8105 8105 Bank Fees 1367 40 1327 Closing Fees 61914 61914 Dues & Subscriptions 2105 2105 Fees and Licenses 3306 3306 Insurance 7720 7720 Marketing 20000 20000 Miscellaneous 240 240 Office Supplies 2298 2298 Outside Services 121687 97253 Payroll Service Fees 3530 3530 Postage 72 72 Property Insurance 59710 59710 Research and Development 59805 45260 Website 666 666 Partnership Income -13976 -13976 Deferred Excise Tax 60437 Investment Management Fees 177917 177917 0 0 Excise Tax Provision 104625 Property Taxes 533 533