2025-11-05T10:35:49-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 680315880 Artemis Rising Foundation formerly Phoebe Snow Foundation ARTE 4153842288 PO Box 6106 San Rafael CA 94903 Ken Blum Secretary 2025-11-05 true true Carol Duffield P01257136 4159830200 2024 2025-03-06 01:10:19Z X 166838753 X 25395989 4361939 4361939 429438 16880043 429438 -146015 -146015 30041351 4645362 252293 252293 22871 22871 30237 23585 114930 108780 358489 300304 58185 241713 4836 235446 256225 720094 1472 728387 1976073 301776 1455162 3545000 3530000 5521073 301776 4985162 24520278 4343586 11286019 8922215 8922215 2768 2768 5218288 5444448 5444448 106256092 142781277 142781277 7077407 6875000 7077407 7077407 1096328 2582980 2610638 130731727 166811095 166838753 91946 119467 1000000 1015000 60437 241307 1152383 1375774 X 129579344 165435321 129579344 165435321 130731727 166811095 129579344 24520278 11335699 165435321 165435321 Sale of Publicly Traded Securities P 2000-01-01 2024-12-31 16880043 16450605 429438 429438 429438 60376 60376 60376 59294 27500 86794 X 544 25874 25874 false false false false false false false true true CA DE 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 Carol Berberich PO Box 6106 San Rafael CA 94903 Grants Mgr 40.00 110548 Lisa Fortunato PO Box 6106 San Rafael CA 94903 Exec. Assist. 40.00 82873 JP Morgan 2029 Century Park East 39th Fl Los Angeles CA 90067 Investment Mgmt 287130 Michele Bernhardt LLC 351 Old Post Road Marlboro NY 12542 Consulting 120000 Carolyn Marin PO Box 280 Rincon PR 00677 Property Mgmt 55000 Kramer Blum and Associates Inc PO Box 6106 San Rafael CA 94903 Foundation Mgmt 250158 99062000 54057971 0 153119971 0 153119971 2296800 150823171 7541159 7541159 60376 60376 7480783 7480783 7480783 4985162 4985162 7480783 7283822 3728052 3302279 3488395 1514560 19317108 4985162 0 4985162 2495621 2495621 16821487 0 4788201 12033286 3728052 3302279 3488395 1514560 X See Grant Statement See Grant Statement See Grant Statement CA 94941 N/A PC See Grant Statement 3530000 3530000 Barnard College 3009 Broadway New York NY 10027 N/A PC Endowed Professorship 1000000 Hamptons Doc Fest Box 915 Bridgehampton NY 11932 N/A PC General Support 15000 1015000 14 4361939 18 429438 Other Investment Inc. 14 10492 Partnership Income 14 -156507 4645362 4645362 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 395989 X 2 John H and Regina K Scully Fdn PO Box 6106 San Rafael CA 94903 25000000 X Accounting Fees 88305 0 0 88305 Audit Fees 20475 0 0 20475 Tax Preparation 6150 0 0 0 Kenneth J Blum 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). Franklin Res Inc 3/30/25 249525 249525 Take-Two Interactive SOF 4/14/25 258420 258420 Brighthouse Finl In 6/22/27 245101 245101 Williams Companies Inc 8/15/28 258335 258335 Cigna Group 10/15/28 373180 373180 Southn Co 3/15/29 331709 331709 Amern Express Co 5/3/29 237286 237286 Masco Corp 8/1/29 331784 331784 Parker-Hanfin Corp 9/15/29 295789 295789 L3Harris Tech Inc 12/15/29 339313 339313 Energy Tranfer LP 12/1/30 316990 316990 Boardwalk Pipelines LP 2/15/31 245680 245680 Lab Corp of Amer 6/1/31 236107 236107 AT&T Inc 2/15/30 290542 290542 Zoetis Inc 5/15/30 258164 258164 Dentsply Sirona Inc 6/1/30 282676 282676 Morgan Stanley 10/18/30 53821 53821 Salesforce Inc 7/15/31 113303 113303 Hess Corp 8/15/31 61082 61082 JP Morgan Chase & Co 4/22/32 300235 300235 Alexandria Real Estate 5/18/32 31884 31884 Boardwalk Pipelines LP 9/1/32 21839 21839 GE Healthcare Tech Inc 11/22/32 311683 311683 Fidelity 500 Index Fd, 214,543.379 Sh FMV 43807613 43807613 Vanguard Mid-Cap, 41,655 Sh FMV 11002336 11002336 iShares 2000 ETF, 44,467 Sh FMV 9825429 9825429 Vanguard FTSE Dev, 163,139 Sh FMV 7801307 7801307 Vanguard FTSE Emerging, 130,280 Sh FMV 5737531 5737531 Doubleline Ttl Ret Bd, 486,774.57 Sh FMV 4220335 4220335 Vanguard Ttl Bd Mkt, 310,614 Sh FMV 22336253 22336253 Artisan International-INST 265,963.506Sh FMV 7215590 7215590 Artisan INTL VAL-INST 155,929.21 Sh FMV 7333351 7333351 Lord Abbett Shrt Dur Inc 2,191,015.27 Sh FMV 8479229 8479229 iShares MSCI All Country, 47,108 Sh FMV 3400255 3400255 T Rowe Price New Asia, 48,750.762 Sh FMV 812675 812675 Blackrock High Yield, 522,436.82 Sh FMV 3709301 3709301 T Rowe Price Inst Fltng, 232,312.57 Sh FMV 2204646 2204646 Vanguard Int-Term Corp, 60,987 Sh FMV 4895426 4895426 Land 7077407 7077407 7077407 Legal Fees 30237 0 0 23585 Accrued Interest & Dividends Receivable 141115 175680 175680 Prepaid Federal Excise Tax 8105 16699 16699 Bank Fees 4655 1472 3183 Dues & Subscriptions 22064 22064 Fees and Licenses 2503 2503 Film Expenses 37635 37635 Insurance 10419 10419 Marketing 10000 10000 Membership Fees 200000 200000 Office Supplies 15031 15031 Outside Services 350908 346128 Payroll Service Fees 4875 4875 Postage 83 83 Property Insurance 59729 59729 Research & Development 14545 Telephone 1786 1786 Website 406 406 Other Investment Inc. 10492 10492 Partnership Income -156507 -156507 Deferred Excise Tax 60437 241307 Investment Management Fees 300304 300304 0 0 Other Professional Fees 58185 0 0 58185 Excise Tax Provision 235277 Property Taxes 4836 4836 State Taxes 1600