RUBIO BUTTERFIELD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUBIO BUTTERFIELD FOUNDATION (EIN 88-4089481)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349104689
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T16:21:26-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 JACKSON STREET FLOOR 2 | 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 | 884089481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBIO BUTTERFIELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBI | BusinessNameControlTxt |
| Phone | 4153625990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 JAY STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUI MCCOY | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Phone | 4153625990 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY HOM | PreparerPersonNm |
| PTIN | P01085786 | PTIN |
| Phone | 4153625990 | 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 | $215,240,102 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,462,968 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,692,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,692,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,935,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,266,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,935,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,091,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,628,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $105,927 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,296 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $79,445 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,555 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,256 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,916 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $809,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $51,985 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $382,837 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $52,517 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,517 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,811,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,802,943 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,184,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,832,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,417,146 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,417,146 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,601,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,832,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,618,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,489,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,795,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,860,699 | CashBOYAmt |
| Cash EOY | $1,796,662 | CashEOYAmt |
| Cash EOYFMV | $1,796,662 | CashEOYFMVAmt |
| Other Investments BOY | $172,363,507 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $192,355,972 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $192,355,972 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,834,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $382,837 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,834,898 | LandBOYAmt |
| Land EOY | $20,452,061 | LandEOYAmt |
| Land EOYFMV | $20,452,061 | LandEOYFMVAmt |
| Other Assets BOY | $348,735 | OtherAssetsBOYAmt |
| Other Assets EOY | $635,407 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $635,407 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $205,407,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,240,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,240,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $205,407,839 | RetainedEarningBOYAmt |
| Retained Earning EOY | $215,240,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $205,407,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $215,240,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $205,407,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $215,240,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $205,407,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,489,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,882 | OtherIncreasesAmt |
| Subtotal | $253,908,409 | SubtotalAmt |
| Other Decreases | $38,668,307 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $215,240,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UNITED STATES TREAS NTS NOTE | P | $26,497,385 | $26,494,282 | $3,103 | $3,103 |
| UNITED STATES TREAS NTS NOTE | P | $13,825,088 | $13,807,775 | $17,313 | $17,313 |
| SALESFORCE INC COM, CRM, | P | $45,944,452 | $3,832 | $45,940,620 | $45,940,620 |
| CAPITAL GAIN FROM BLACK OPERATOR FUND I, LP K-1 | P | $11,152 | -$11,152 | -$11,152 | |
| CAPITAL GAIN FROM SERENA VENTURES FUND I, LP K-1 | P | $14,033 | -$14,033 | -$14,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,935,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $719,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $719,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $719,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $731,748 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $801,748 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $374 | EsPenaltyAmt |
| Overpayment | $81,416 | OverpaymentAmt |
| Applied To ES Tax | $81,416 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACQUELINE MCCOY | IndividualWithBooksNm |
| Phone | 4153625990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3557 | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL BUTTERFIELD | ||||||||
| 9 JAY STREET | NEW YORK | NY | 10013 | CHIEF EXECUTIVE OFFICER | 5.00 | $0 | $0 | $0 |
| JENNIFER BUTTERFIELD | ||||||||
| 9 JAY STREET | NEW YORK | NY | 10013 | CHIEF FINANCIAL OFFICER/SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARNOLD & PORTER KAYE SCHOLER LLP | |||||
| THREE EMBARCADERO CENTER 10TH FLOOR | SAN FRANCISCO | CA | 94111 | LITIGATION | $100,886 |
| LA NEW YORK RESTORATION CORP | |||||
| 40-11 24TH ST | LONG ISLAND CITY | NY | 11101 | ROOFING | $64,350 |
| REALIZE CPA | |||||
| 220 JACKSON STREET FLOOR 2 | SAN FRANCISCO | CA | 94111 | CPA SERVICE | $22,555 |
| NM LAND SOLUTIONS LLC | |||||
| 915 MERCER ST | SANTA FE | NM | 87505 | CONSULTANT | $5,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $186,705,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,505,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,210,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,210,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,838,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,372,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,318,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,318,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $719,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $719,958 | TotalTaxAmt |
| Distributable Before Adj | $8,598,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,598,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,598,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,618,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,618,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,598,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,531,506 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,798,149 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,736,836 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,295,021 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,361,512 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,618,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,598,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,019,331 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,380,843 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,380,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,531,506 | ExcessFromYear4Amt |
| Excess From Year3 | $10,798,149 | ExcessFromYear3Amt |
| Excess From Year2 | $22,736,836 | ExcessFromYear2Amt |
| Excess From Year1 | $10,295,021 | ExcessFromYear1Amt |
| Excess From Current Year | $3,019,331 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL BUTTERFIELD | ContributingManagerNm |
| Contributing Manager | JENNIFER BUTTERFIELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART PRODUCTION FUND | |||||||
| 954 LEXINGTON AVE SUITE 2076 | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT. | $25,000 |
| ASPEN ART MUSEUM | |||||||
| 637 E HYMAN AVE | ASPEN | CO | 81611 | NONE | PC | GENERAL SUPPORT. | $148,866 |
| BABY2BABY | |||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PC | GENERAL SUPPORT. | $100,000 |
| CAF AMERICA | |||||||
| 225 REINEKERS LN | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT. | $1,270 |
| DAVID SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL SUPPORT. | $1,010 |
| DEED COMMUNITY GIVING FOUNDATION | |||||||
| 25 KENT AVE STE 401 | BROOKLYN | NY | 11249 | NONE | PC | GENERAL SUPPORT. | $204,000 |
| GALISTEO ART FOUNDATION | |||||||
| PO BOX 3557 | ASPEN | CO | 81612 | NONE | PRIVATE OPERATING FO | GENERAL SUPPORT. | $442,000 |
| HAMPTONS COMMUNITY OUTREACH | |||||||
| 2322 MONTAUK HIGHWAY 838 | BRIDGEHAMPTON | NY | 11932 | NONE | PC | GENERAL SUPPORT. | $50,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 84 LUDLOW ST | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT. | $25,000 |
| LITTLE LIONS KENYA INC | |||||||
| 4 SUNSET PLACE | CLINTON | OK | 73601 | NONE | PC | GENERAL SUPPORT. | $25,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | GENERAL SUPPORT. | $3,000,000 |
| ONE FOR DEMOCRACY FUND | |||||||
| 107 GRAND ST FL 7 | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT. | $150,000 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT. | $200,000 |
| SKYSTONE FOUNDATION | |||||||
| 28 S BEAVER ST | FLAGSTAFF | AZ | 86001 | NONE | PC | GENERAL SUPPORT. | $7,000,000 |
| THE LOVELAND FOUNDATION | |||||||
| 2575 E COUNTY RD 2300 | LA HARPE | IL | 61450 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,417,146 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,692,428 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,935,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,628,279 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,628,279 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | DANIEL STEWART BUTTERFIELD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W 11TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,462,968 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 33,995 SHARES OF SALESFORCE | NoncashPropertyDesc |
| Fair Market Value | $9,462,968 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,555 | Amt |
| Net Investment Income | $2,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,916 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| 9 JAY STREET - LAND | 2022-08-25 | $5,904,254 | L | $0 | $0 | |
| 9 JAY STREET - BUILDING | 2022-08-25 | $14,930,644 | SL | $382,837 | $0 | 39.000000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SALESFORCE & UST | FMV | $189,895,866 | $189,895,866 |
| OTHER PARTNERSHIP INVESTMENTS | FMV | $2,460,106 | $2,460,106 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 9 JAY STREET - LAND | $5,904,254 | $0 | $5,904,254 |
| 9 JAY STREET - BUILDING | $14,930,644 | $382,837 | $14,547,807 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $105,927 | LegalFeesAmt |
| Net Investment Income | $5,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $79,445 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $348,735 | BOYBookValueAmt |
| EOY Book Value | $635,407 | EOYBookValueAmt |
| EOYFMV | $635,407 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $38,668,307 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMIN | $238,510 | $238,510 | $0 |
| INVESTMENT MANAGEMENT FEES | $255,134 | $255,134 | $0 |
| NONDEDUCTIBLE EXPENSES | $8,370 | $0 | $0 |
| OTHER ORDINARY LOSS FROM ONE COMMUNITY K-1 | $1,309,299 | $1,309,299 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER FROM DAVID C BUTTERFIELD AND ALFONSO D RUBIO MEMORIAL FOUNDATION | Desc |
| Amt | $10,882 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DANIEL BUTTERFIELD | |||
| 9 JAY STREET | NEW YORK | NY | 10013 |
| JENNIFER BUTTERFIELD | |||
| 9 JAY STREET | NEW YORK | NY | 10013 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $735,000 | $0 | $0 |
| REAL ESTATE TAXES | $74,264 | $22,279 | $51,985 |