ARTEMIS RISING FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARTEMIS RISING FOUNDATION (EIN 68-0315880)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202503099349101240
- Schema version
- 2024v5.2
- 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 | 2025-11-05T10:35:49-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 111 Pine Street Suite 1750 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 2024 | 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 | $166,838,753 | 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 | $25,395,989 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,361,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,361,939 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $429,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,880,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429,438 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$146,015 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$146,015 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,041,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,645,362 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $252,293 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $252,293 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,871 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,871 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,237 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $23,585 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $114,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $108,780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $358,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300,304 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,185 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $241,713 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,836 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $235,446 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $256,225 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $720,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $728,387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,976,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,455,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,545,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,530,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,521,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,985,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,520,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,343,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,286,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,922,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,922,215 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $2,768 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,768 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $5,218,288 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,444,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,444,448 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $106,256,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,781,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,781,277 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,077,407 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $6,875,000 | LandBOYAmt |
| Land EOY | $7,077,407 | LandEOYAmt |
| Land EOYFMV | $7,077,407 | LandEOYFMVAmt |
| Other Assets BOY | $1,096,328 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,582,980 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,610,638 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $130,731,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,811,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,838,753 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $91,946 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $119,467 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,015,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $60,437 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $241,307 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,152,383 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,375,774 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $129,579,344 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $165,435,321 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,579,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,435,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,731,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $166,811,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,579,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,520,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,335,699 | OtherIncreasesAmt |
| Subtotal | $165,435,321 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $165,435,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $16,880,043 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,450,605 | CostOrOtherBasisAmt |
| Gain Or Loss | $429,438 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $429,438 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60,376 | SubtotalAmt |
| Tax Based On Investment Income | $60,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,294 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $27,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $86,794 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $544 | EsPenaltyAmt |
| Overpayment | $25,874 | OverpaymentAmt |
| Applied To ES Tax | $25,874 | 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 |
| Org Report Or Register State | DE | 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Carol Berberich | ||||||
| PO Box 6106 | San Rafael | CA | 94903 | Grants Mgr | 40.00 | $110,548 |
| Lisa Fortunato | ||||||
| PO Box 6106 | San Rafael | CA | 94903 | Exec. Assist. | 40.00 | $82,873 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 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 | $287,130 |
| Michele Bernhardt LLC | |||||
| 351 Old Post Road | Marlboro | NY | 12542 | Consulting | $120,000 |
| Carolyn Marin | |||||
| PO Box 280 | Rincon | PR | 00677 | Property Mgmt | $55,000 |
| Kramer Blum and Associates Inc | |||||
| PO Box 6106 | San Rafael | CA | 94903 | Foundation Mgmt | $250,158 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,062,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,057,971 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,119,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $153,119,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,296,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $150,823,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,541,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,541,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,376 | TotalTaxAmt |
| Distributable Before Adj | $7,480,783 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,480,783 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,480,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,985,162 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,985,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,480,783 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,283,822 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,728,052 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,302,279 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,488,395 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,514,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,317,108 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,985,162 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,985,162 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,495,621 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,495,621 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,821,487 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,788,201 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,033,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,728,052 | ExcessFromYear4Amt |
| Excess From Year3 | $3,302,279 | ExcessFromYear3Amt |
| Excess From Year2 | $3,488,395 | ExcessFromYear2Amt |
| Excess From Year1 | $1,514,560 | ExcessFromYear1Amt |
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 | $3,530,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,530,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | N/A | PC | Endowed Professorship | $1,000,000 |
| Hamptons Doc Fest | |||||||
| Box 915 | Bridgehampton | NY | 11932 | N/A | PC | General Support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,015,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,361,939 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $429,438 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Other Investment Inc. | 14 | $10,492 |
| Partnership Income | 14 | -$156,507 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,645,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,645,362 | 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 |
|---|---|---|---|---|---|---|
| Scully 1994 Family Trust No 2 | ||||||
| 1 | 591 Redwood Highway Ste 3215 | Mill Valley | CA | 94941 | $395,989 | Yes (X) |
| John H and Regina K Scully Fdn | ||||||
| 2 | PO Box 6106 | San Rafael | CA | 94903 | $25,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $88,305 | $0 | $0 | $88,305 |
| Audit Fees | $20,475 | $0 | $0 | $20,475 |
| Tax Preparation | $6,150 | $0 | $0 | $0 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth J Blum | PersonNm |
| Short Explanation | In 2024, the Foundation compensated Kramer Blum and Associates, Inc. $250,158 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 (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Franklin Res Inc 3/30/25 | $249,525 | $249,525 |
| Take-Two Interactive SOF 4/14/25 | $258,420 | $258,420 |
| Brighthouse Finl In 6/22/27 | $245,101 | $245,101 |
| Williams Companies Inc 8/15/28 | $258,335 | $258,335 |
| Cigna Group 10/15/28 | $373,180 | $373,180 |
| Southn Co 3/15/29 | $331,709 | $331,709 |
| Amern Express Co 5/3/29 | $237,286 | $237,286 |
| Masco Corp 8/1/29 | $331,784 | $331,784 |
| Parker-Hanfin Corp 9/15/29 | $295,789 | $295,789 |
| L3Harris Tech Inc 12/15/29 | $339,313 | $339,313 |
| Energy Tranfer LP 12/1/30 | $316,990 | $316,990 |
| Boardwalk Pipelines LP 2/15/31 | $245,680 | $245,680 |
| Lab Corp of Amer 6/1/31 | $236,107 | $236,107 |
| AT&T Inc 2/15/30 | $290,542 | $290,542 |
| Zoetis Inc 5/15/30 | $258,164 | $258,164 |
| Dentsply Sirona Inc 6/1/30 | $282,676 | $282,676 |
| Morgan Stanley 10/18/30 | $53,821 | $53,821 |
| Salesforce Inc 7/15/31 | $113,303 | $113,303 |
| Hess Corp 8/15/31 | $61,082 | $61,082 |
| JP Morgan Chase & Co 4/22/32 | $300,235 | $300,235 |
| Alexandria Real Estate 5/18/32 | $31,884 | $31,884 |
| Boardwalk Pipelines LP 9/1/32 | $21,839 | $21,839 |
| GE Healthcare Tech Inc 11/22/32 | $311,683 | $311,683 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity 500 Index Fd, 214,543.379 Sh | FMV | $43,807,613 | $43,807,613 |
| Vanguard Mid-Cap, 41,655 Sh | FMV | $11,002,336 | $11,002,336 |
| iShares 2000 ETF, 44,467 Sh | FMV | $9,825,429 | $9,825,429 |
| Vanguard FTSE Dev, 163,139 Sh | FMV | $7,801,307 | $7,801,307 |
| Vanguard FTSE Emerging, 130,280 Sh | FMV | $5,737,531 | $5,737,531 |
| Doubleline Ttl Ret Bd, 486,774.57 Sh | FMV | $4,220,335 | $4,220,335 |
| Vanguard Ttl Bd Mkt, 310,614 Sh | FMV | $22,336,253 | $22,336,253 |
| Artisan International-INST 265,963.506Sh | FMV | $7,215,590 | $7,215,590 |
| Artisan INTL VAL-INST 155,929.21 Sh | FMV | $7,333,351 | $7,333,351 |
| Lord Abbett Shrt Dur Inc 2,191,015.27 Sh | FMV | $8,479,229 | $8,479,229 |
| iShares MSCI All Country, 47,108 Sh | FMV | $3,400,255 | $3,400,255 |
| T Rowe Price New Asia, 48,750.762 Sh | FMV | $812,675 | $812,675 |
| Blackrock High Yield, 522,436.82 Sh | FMV | $3,709,301 | $3,709,301 |
| T Rowe Price Inst Fltng, 232,312.57 Sh | FMV | $2,204,646 | $2,204,646 |
| Vanguard Int-Term Corp, 60,987 Sh | FMV | $4,895,426 | $4,895,426 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $7,077,407 | CostOrOtherBasisAmt |
| Book Value | $7,077,407 | BookValueAmt |
| EOYFMV | $7,077,407 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $30,237 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,585 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest & Dividends Receivable | $141,115 | $175,680 | $175,680 |
| Prepaid Federal Excise Tax | $8,105 | $16,699 | $16,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $4,655 | $1,472 | $3,183 |
| Dues & Subscriptions | $22,064 | $22,064 | |
| Fees and Licenses | $2,503 | $2,503 | |
| Film Expenses | $37,635 | $37,635 | |
| Insurance | $10,419 | $10,419 | |
| Marketing | $10,000 | $10,000 | |
| Membership Fees | $200,000 | $200,000 | |
| Office Supplies | $15,031 | $15,031 | |
| Outside Services | $350,908 | $346,128 | |
| Payroll Service Fees | $4,875 | $4,875 | |
| Postage | $83 | $83 | |
| Property Insurance | $59,729 | $59,729 | |
| Research & Development | $14,545 | ||
| Telephone | $1,786 | $1,786 | |
| Website | $406 | $406 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Inc. | $10,492 | $10,492 |
| Partnership Income | -$156,507 | -$156,507 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Excise Tax | Desc |
| BOY Book Value | $60,437 | BOYBookValueAmt |
| EOY Book Value | $241,307 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Management Fees | $300,304 | $300,304 | $0 | $0 |
| Other Professional Fees | $58,185 | $0 | $0 | $58,185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Tax Provision | $235,277 | |
| Property Taxes | $4,836 | $4,836 |
| State Taxes | $1,600 |