ARTEMIS RISING FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARTEMIS RISING FOUNDATION (EIN 68-0315880)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-12
- IRS object ID
- 202333169349100323
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-12T19:58:40-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ken | PersonFirstNm |
| Person Last | Blum | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,293,290 | 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 | $62,110,945 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,160,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,160,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,312,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,168,239 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $117,926 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $117,926 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $58,077,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,278,508 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,216 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,216 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,183 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,183 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,008 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $10,201 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,211 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $50,346 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $171,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,669 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,778 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $66,729 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $173,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $167,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,936,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,936,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,311,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $173,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,103,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,765,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,105,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,637,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,667,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,667,697 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $25,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $25,000,000 | GrantsReceivableEOYFMVAmt |
| US Government Obligations EOY | $4,882,172 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,882,172 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,454,901 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,984,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,984,479 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $8,178,447 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,178,447 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,036,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,448,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,448,127 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,335,173 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,132,368 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,132,368 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,463,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,293,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,293,290 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,428 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $70,717 | AccountsPayableEOYAmt |
| Grants Payable EOY | $2,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $5,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,070,717 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,458,156 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,222,573 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,458,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,222,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,463,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,293,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,458,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,765,282 | ExcessRevenueOverExpensesAmt |
| Subtotal | $96,223,438 | SubtotalAmt |
| Other Decreases | $2,000,865 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,222,573 | 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 | 2022-12-31 | $33,183,167 | $38,597,754 | -$5,414,587 | -$5,414,587 |
| Sale of Donated Securities | D | 2000-01-01 | 2022-12-31 | $1,985,072 | $1,503,157 | $481,915 | $481,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,932,672 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,360 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,360 | SubtotalAmt |
| Tax Based On Investment Income | $15,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,108 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,608 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $71 | EsPenaltyAmt |
| Overpayment | $2,177 | OverpaymentAmt |
| Applied To ES Tax | $2,177 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 Century Park East 39th Fl | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $171,669 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,906,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,506,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,413,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $53,413,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $801,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,612,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,630,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,630,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,360 | TotalTaxAmt |
| Distributable Before Adj | $2,615,255 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,615,255 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,615,255 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,103,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,103,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,615,255 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,930,853 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,808,093 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,283,822 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,728,052 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,302,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,053,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,103,650 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,615,255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,488,395 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,541,494 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,930,853 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,610,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,808,093 | ExcessFromYear4Amt |
| Excess From Year3 | $7,283,822 | ExcessFromYear3Amt |
| Excess From Year2 | $3,728,052 | ExcessFromYear2Amt |
| Excess From Year1 | $3,302,279 | ExcessFromYear1Amt |
| Excess From Current Year | $3,488,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Grant Statement | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Grant Statement | AddressLine1Txt |
| City | See Grant Statement | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Grant Statement | GrantOrContributionPurposeTxt |
| Amt | $5,936,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,936,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Barnard College | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3009 Broadway | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Endowded Professorship | GrantOrContributionPurposeTxt |
| Amt | $2,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,160,582 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,312,181 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$4,033,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,033,673 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Scully 1994 Family Trust No 2 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 591 Redwood Highway Ste 3215 | AddressLine1Txt |
| City | Mill Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $62,110,945 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | See Statement Attached | NoncashPropertyDesc |
| Fair Market Value | $24,773,809 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $46,546 | $0 | $0 | $38,886 |
| Audit Fees | $19,100 | $0 | $0 | $0 |
| Tax Preparation | $5,565 | $0 | $0 | $11,460 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth J Blum | PersonNm |
| Short Explanation | In 2022, the Foundation compensated Kramer Blum and Associates, Inc. $46,546 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 (33 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ally Financial Inc 4/22/21 | $120,108 | $120,108 |
| American Intl Group 4/1/48 | $89,500 | $89,500 |
| Bank of America 9/5/14 | $163,261 | $163,261 |
| Bank of America 10/23/14 | $513,386 | $513,386 |
| Bank of America 4/22/22 | $202,334 | $202,334 |
| Capital One Financial 6/10/21 | $255,092 | $255,092 |
| Centerpoint Energy Inc 8/22/18 | $344,980 | $344,980 |
| Charles Schwab Corp 4/30/20 | $516,580 | $516,580 |
| Citigroup Inc 12/13/12 | $75,901 | $75,901 |
| Citigroup Inc 4/25/16 | $640,200 | $640,200 |
| Discover Financial Svcs 10/31/17 | $226,995 | $226,995 |
| Edison Intl 11/12/21 | $63,616 | $63,616 |
| Enbridge Inc 7/15/80 | $167,371 | $167,371 |
| General Electric Co 1/20/16 | $217,218 | $217,218 |
| General Motors Fin 9/20/17 | $424,737 | $424,737 |
| Discover Financial Svcs 6/22/20 | $97,545 | $97,545 |
| General Motors Fin 9/16/20 | $94,625 | $94,625 |
| Goldman Sachs Group 7/27/16 | $461,398 | $461,398 |
| Goldman Sachs Group 6/17/19 | $259,334 | $259,334 |
| Huntington Bancshares 6/3/20 | $396,022 | $396,022 |
| M&T Bank Corp 10/28/16 | $57,409 | $57,409 |
| M&T Bank Corp 7/30/19 | $114,634 | $114,634 |
| Markel Corp 5/27/20 | $204,336 | $204,336 |
| PNC Financial Services 4/26/22 | $219,308 | $219,308 |
| PNC Financial Services 8/19/22 | $128,997 | $128,997 |
| Sempra Energy 6/19/20 | $149,706 | $149,706 |
| SVB Financial Group 5/13/21 | $151,805 | $151,805 |
| Truist Financial Corp 7/29/19 | $468,041 | $468,041 |
| Truist Financial Corp 6/19/20 | $239,298 | $239,298 |
| Wells Fargo & Co 4/22/14 | $119,474 | $119,474 |
| Wells Fargo & Co 1/23/15 | $296,352 | $296,352 |
| Wells Fargo & Co 1/26/21 | $405,335 | $405,335 |
| Keycorp 9/9/16 | $293,549 | $293,549 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley, 6,598 Sh | $160,067 | $160,067 |
| Allstate Corp, 3,189 Sh | $63,174 | $63,174 |
| American Equity Invest, 5,075 Sh | $102,058 | $102,058 |
| Aspen Insurance Holding, 2,823 Sh | $65,719 | $65,719 |
| AT&T Inc, 6,652 Sh | $116,011 | $116,011 |
| Athene Holding, 6,159 Sh | $147,446 | $147,446 |
| Athene Holding Ltd, 4,205 Sh | $90,197 | $90,197 |
| Citizens Financial Group, 3,272 Sh | $76,892 | $76,892 |
| Fifth Third Bancorp, 7,029 Sh | $172,350 | $172,350 |
| Keycorp, 3,265 Sh | $80,090 | $80,090 |
| Morgan Stanley, 13,844 Sh | $348,177 | $348,177 |
| Regions Financial Corp, 12,015 Sh | $288,240 | $288,240 |
| Regions Financial Corp, 1,905 Sh | $43,396 | $43,396 |
| State Street Corp, 2,242 Sh | $54,032 | $54,032 |
| Voya Financial Inc, 8,106 Sh | $176,630 | $176,630 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,882,172 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,882,172 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity 500 Index Fd, 81,620.409 Sh | FMV | $10,865,309 | $10,865,309 |
| Vanguard Mid-Cap, 14,896 Sh | FMV | $3,035,954 | $3,035,954 |
| iShares 2000 ETF, 17,037 Sh | FMV | $2,970,571 | $2,970,571 |
| iShares Core MSCI, 43,284 Sh | FMV | $2,668,026 | $2,668,026 |
| Vanguard FTSE Dev, 35,674 Sh | FMV | $1,497,238 | $1,497,238 |
| Matthews Pacific Tiger, 118,052.685 Sh | FMV | $2,379,942 | $2,379,942 |
| Vanguard FTSE Emerging, 65,519 Sh | FMV | $2,553,881 | $2,553,881 |
| Blackrock Hi Yld Bd, 148,162.67 Sh | FMV | $983,800 | $983,800 |
| Doubleline Ttl Ret Bd, 209,993.32 Sh | FMV | $1,843,741 | $1,843,741 |
| iShares 7-10 Year Tr, 8,682 Sh | FMV | $831,562 | $831,562 |
| iShares US Treas, 17,295 Sh | FMV | $392,942 | $392,942 |
| Pimco Low Duration, 53,705.69 Sh | FMV | $488,722 | $488,722 |
| Vanguard Ttl Bd Mkt IDX, 351,759 Sh | FMV | $3,334,675 | $3,334,675 |
| Vanguard Ttl Bd Mkt, 91,650 Sh | FMV | $6,584,136 | $6,584,136 |
| SPO Partners & Co Liquidating Trust | FMV | $17,628 | $17,628 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $11,008 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,201 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest & Dividends Receivable | $19,318 | $146,328 | $146,328 |
| Prepaid Federal Excise Tax | $12,539 | $1,795 | $1,795 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Audit Adjustment - Investment Write-Off | Desc |
| Amt | $295,847 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $25 | $25 | |
| Dues & Subscriptions | $1,730 | $1,730 | |
| Fees and Licenses | $2,326 | $2,326 | |
| Insurance | $7,160 | $7,160 | |
| Miscellaneous | $4 | $4 | |
| Outside Services | $54,519 | $54,519 | |
| Payroll Service Fees | $921 | $921 | |
| Postage | $44 | $44 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Revenue And Expenses Per Books | $117,926 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $117,926 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $171,669 | Amt |
| Net Investment Income | $171,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax Provision | $13,196 | |
| Foreign Tax W/H | $1,778 | $1,778 |