RJM CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RJM CAMPBELL FAMILY FOUNDATION (EIN 27-0429976)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-16
IRS object ID
202641679349100814
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-16T15:41:50-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13975 FREEDOM CIRCLE SUITE 400AddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270429976EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RJM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRJMFBusinessNameControlTxt
Phone6503873022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12456 FILBERT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94123ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERTA CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503873022PhoneNum
Signature2026-05-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNORLEEN S BOUNDSPreparerPersonNm
PTINP00287731PTIN
Phone6508571655PhoneNum
Preparation2026-05-26PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$95,966,080FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$417InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$417InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$700,004DividendsRevAndExpnssAmt
Dividends Net Invst Incm$700,004DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,088,841NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,088,841GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,088,841CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,789,262TotalRevAndExpnssAmt
Total Net Invst Incm$1,789,262TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$500,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$500,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$34,448AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$34,448AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$154,362OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$154,362OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$42,763TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$875OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$475OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$400OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$732,448TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$654,837TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,848TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,832,448TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$654,837TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,134,848TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,186ExcessRevenueOverExpensesAmt
Net Investment Income$1,134,425NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$438,820CashBOYAmt
Cash EOY$358,972CashEOYAmt
Cash EOYFMV$358,972CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,730,397SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,315,748SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,315,748SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$42,435,945CorporateStockBOYAmt
Corporate Stock EOY$70,044,900CorporateStockEOYAmt
Corporate Stock EOYFMV$70,044,900CorporateStockEOYFMVAmt
Other Investments BOY$14,145,348OtherInvestmentsBOYAmt
Other Investments EOY$18,194,006OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,194,006OtherInvestmentsEOYFMVAmt
Other Assets BOY$48,223OtherAssetsBOYAmt
Other Assets EOY$52,454OtherAssetsEOYAmt
Other Assets EOYFMV$52,454OtherAssetsEOYFMVAmt
Total Assets BOY$65,798,733TotalAssetsBOYAmt
Total Assets EOY$95,966,080TotalAssetsEOYAmt
Total Assets EOYFMV$95,966,080TotalAssetsEOYFMVAmt
Other Liabilities BOY$25,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$25,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$65,773,733NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$95,966,080NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$65,773,733TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$95,966,080TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$65,798,733TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$95,966,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$65,773,733TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,186ExcessRevenueOverExpensesAmt
Other Increases$30,235,533OtherIncreasesAmt
Subtotal$95,966,080SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$95,966,080TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyICON #5416 - CAPITAL GAIN DISTRIBUTIONPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$1,088,841GrossSalesPriceAmt
Gain Or Loss$1,088,841GainOrLossAmt
Gains Minus Excess Or Losses$1,088,841GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,088,841CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,769InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,769SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,769TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$68,223EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$68,223TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$52,454OverpaymentAmt
Applied To ES Tax$52,454AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTOM BAENZIGERIndividualWithBooksNm
Phone6509172510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1350 SECOND STREET SUITE 7AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERTA CAMPBELL
2456 FILBERT STREETSAN FRANCISCOCA94123PRESIDENT5.00$0$0$0
JAMES W CAMPBELL
220 EMERSON STREETPALO ALTOCA94301VICE-PRESIDENT1.00$0$0$0
MARGARET R CAMPBELL
220 EMERSON STREETPALO ALTOCA94301SECRETARY/TREASURER/CFO1.00$0$0$0
TOM BAENZIGER
350 SECOND STREET SUITE 7LOS ALTOSCA94022FINANCIAL ADVISOR10.00$500,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM BAENZIGERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 SECOND STREET SUITE 7AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Service TypeFINANCIAL ADVISORServiceTypeTxt
Compensation$500,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$62,306,769AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,731,255AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$71,038,024TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$71,038,024AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,065,570CashDeemedCharitableAmt
Net Vl Noncharitable Assets$69,972,454NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,498,623MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,498,623MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,769TaxBasedOnInvestmentIncomeAmt
Total Tax$15,769TotalTaxAmt
Distributable Before Adj$3,482,854DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,482,854DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,482,854DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,134,848ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,134,848QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,482,854DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,212,210ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$11,928,390ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,986,657ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,127,257TotalExcessDistributionCyovAmt
Qualifying Distributions$1,134,848QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,134,848AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,348,006ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,348,006ExcessDistributionCyovAppCYAmt
Total Corpus$18,779,251TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,864,204ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,915,047ExcessDistriCyovToNextYrAmt
Excess From Year3$11,928,390ExcessFromYear3Amt
Excess From Year1$3,986,657ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERTA CAMPBELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLUMBIA UNIVERSITY
622 WEST 113TH STREET MC 4524NEW YORKNY10025N/ANCEDUCATION$1,000,000
THE SAN FRANCISCO GAY MEN'S CHORUS
170 VALENCIA STREETSAN FRANCISCOCA94103N/ANCEDUCATION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,100,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$417ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$700,004ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,088,841ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,789,262ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,789,262TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategoryTxt
Amt$34,448Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$34,448DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOOGLE INCStockNm
EOY Book Value$70,044,900EOYBookValueAmt
EOYFMV$70,044,900EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - EQUITYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$18,194,006BookValueAmt
EOYFMV$18,194,006EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXDesc
BOY Book Value$48,223BOYBookValueAmt
EOY Book Value$52,454EOYBookValueAmt
EOYFMV$52,454EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$475$475$0
FILING FEES$400$0$400

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$30,235,533Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYABLEDesc
BOY Book Value$25,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$154,362Amt
Net Investment Income$154,362NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROBERTA CAMPBELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12456 FILBERT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941233316ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$15,769$0$0
FOREIGN TAX$26,994$0$0

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