SUSIE TOMPKINS BUELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE TOMPKINS BUELL FOUNDATION (EIN 77-0266801)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-09-06
- IRS object ID
- 202342499349100329
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-06T19:36:33-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EMBARCADERO CENTER STE 2410 | 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 | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770266801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUSIE TOMPKINS BUELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSI | BusinessNameControlTxt |
| Phone | 4154391144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29921 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941299921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELINDA VIRAY-MUNOZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4154391144 | PhoneNum |
| Signature | 2023-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BELINDA | PersonFirstNm |
| Person Last | VIRAY-MUNOZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL AR MCMILLAN | PreparerPersonNm |
| PTIN | P01538325 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2023-07-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $7,725,667 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,951 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $194,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,528,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $194,374 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $105 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $338,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,901 | 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 |
| Accounting Fees Rev And Expnss | $3,573 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,569 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,258 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,258 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,515 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,508 | CashBOYAmt |
| Cash EOY | $118,188 | CashEOYAmt |
| Cash EOYFMV | $118,188 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $419,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,565 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,250,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,349,736 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,247,668 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,220,195 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,149,701 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,096,246 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,044,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,881,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,725,667 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | -$8,150 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$8,150 | AccountsPayableEOYAmt |
| Total Liabilities BOY | -$8,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$8,150 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,052,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,889,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,052,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,889,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,044,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,881,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,052,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,400 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,889,340 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,889,340 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-12-01 | 2022-11-30 | $24,745 | $25,333 | -$588 | -$588 |
| PUBLICLY TRADED SECURITIES | P | 2021-12-01 | 2022-11-30 | $1,503,423 | $1,308,461 | $194,962 | $194,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $194,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,344 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,185 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,185 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,841 | OverpaymentAmt |
| Applied To ES Tax | $5,841 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SUSIETOMPKINSBUELL.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MCAULIFFE FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154391144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMBARCADERO CENTER SUITE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SUSIE TOMPKINS BUELL | ||||||||
| PO BOX 29921 | SAN FRANCISCO | CA | 94129 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK BUELL | ||||||||
| PO BOX 29921 | SAN FRANCISCO | CA | 94129 | VICE PRESIDENT | 0.05 | $0 | $0 | $0 |
| BELINDA VIRAY-MUNOZ | ||||||||
| PO BOX 29921 | SAN FRANCISCO | CA | 94129 | EXECUTIVE DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $7,548,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $535,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,083,615 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,083,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,962,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,344 | TotalTaxAmt |
| Distributable Before Adj | $394,774 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $394,774 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $394,774 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,559 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $402,559 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $392,541 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $402,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $392,541 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $384,756 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSIE TOMPKINS BUELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GLOBAL PRESS INSTITUTE | ||||||
| 5636 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | 501(C)(3) | BUILD REPRESENTATIVE NEWSROOMS THAT PUT LOCAL WOMEN JOURNALISTS AT THE FOREFRONT OF ADVANCING NARRATIVE CHANGE | $25,000 |
| REMAKE | ||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | 501(C)(3) | TO GET WOMEN IN THE CLOTHING INDUSTRY PAID FAIRLY | $50,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | 501(C)(3) | USES THE POWER OF LAW TO ADVANCE REPRODUCTIVE RIGHTS AS FUNDAMENTAL HUMAN RIGHTS AROUND THE WORLD | $20,000 |
| CHURCH OF SAINT RAPHAEL | ||||||
| 1104 5TH AVE DOWNTOWN | SAN RAFAEL | CA | 94901 | 501(C)(3) | RELIGIOUS ORGANIZATION | $1,000 |
| DALMATIAN CLUB OF AMERICA FOUNDATION INC | ||||||
| PO BOX 257 | MARENGO | IL | 60152 | 501(C)(3) | FUNDING EDUCATION AND HEALTH RESEARCH PROJECTS FOR THE BENEFIT OF THE DALMATIAN BREED AND ALL CANINES, AND PROVIDING FINANCIAL SUPPORT TO DALMATIAN RESCUE ORGANIZATIONS | $620 |
| HOUSTON IN ACTION | ||||||
| 942 HILLSTAR | HOUSTON | TX | 77009 | 501(C)(3) | FACILITATING VOTER REGISTRATION, COMMUNITY ORGANIZING, AND ACTIVISM | $15,000 |
| MAKE THE ROAD STATES INC | ||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | 501(C)(3) | BUILD POLITICAL POWER ROOTED IN WORKING-CLASS LATINX COMMUNITIES AND ORGANIZING TO ADVANCE PROGRESSIVE POLITICAL AND POLICY CHANGE. | $15,000 |
| NEO PHILANTHROPY INC | ||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | DEVELOPS AND LEADS GRANT-MAKING FOR SOCIAL JUSTICE AND HUMAN RIGHTS ISSUES | $15,000 |
| NEW VENTURE FUND | ||||||
| 1201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 20036 | 501(C)(3) | ALLOCATES PHILANTHROPIC CAPITAL TO BUILD AN EQUITABLE AND SUSTAINABLE FUTURE | $25,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 123 WILLIAM STREET SUITE 10 FL | NEW YORK | NY | 10038 | 501(C)(3) | TO PROVIDE COMPREHENSIVE REPRODUCTIVE HEALTH CARE SERVICES, ADVOCATE FOR PUBLIC POLICIES AND ENSURE ACCESS TO SERVICES AND PROVIDE SEX EDUCATION | $50,000 |
| PODER IN ACTION | ||||||
| 5877 W INDIAN SCHOOL ROAD | PHOENIX | AZ | 85031 | 501(C)(3) | TRAINING UNDER REPRESENTED, LOW INCOME ARIZONANS TO ENGAGE STAKEHOLDERS AND TAKE ACTION TO ADDRESS LOCAL ISSUES | $15,000 |
| PROGRESSIVE LEADERSHIP ALLIANCE NEVADA | ||||||
| 2330 PASEO DEL PRADO NO C109 | LAS VEGAS | NV | 89102 | 501(C)(3) | CREATE HUMANE SOLUTIONS TO NEVADA'S PROBLEMS | $15,000 |
| RIGHTS & DEMOCRACY EDUCATION FUND | ||||||
| 70 SO WINOOSKI AVE | BURLINGTON | VT | 05401 | 501(C)(3) | INFORM AND EDUCATE THE PUBLIC ABOUT THEIR HUMAN RIGHTS | $10,000 |
| INQUIRING SYSTEMS INC - SOIL CENTRIC | ||||||
| 887 SONOMA AVE 23 | SANTA ROSA | CA | 95404 | 501(C)(3) | TRAINING, ASSISTANCE, BUSINESS MANAGEMENT, AND SPONSORSHIP SERVICES TO NONPROFITS AND SOCIALLY RESPONSIBLE ORGS | $25,000 |
| SPARK REPRODUCTIVE JUSTICE NOW | ||||||
| 1065 RALPH DAVID ABERNATHY BLVD STE | ATLANTA | GA | 30310 | 501(C)(3) | WOMEN'S HEALTHCARE, EDUCATION, AND ADVOCACY | $15,000 |
| THIRD SECTOR NEW ENGLAND | ||||||
| LINCOLN PLAZA 89 SOUTH ST NO 70 | BOSTON | MA | 02111 | 501(C)(3) | PROVIDES INFO AND SERVICE TO BUILD EFFECTIVINESS OF NONPROFIT ORGANIZATIONS | $15,000 |
| TIDES FOUNDATION | ||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 941290903 | 501(C)(3) | GRANTMAKING THROUGH FUNDS TO ACCELERATE CHANGE | $15,000 |
| WE ARE DOWN HOME | ||||||
| PO BOX 10671 | GREENSBORO | NC | 27404 | 501(C)(3) | CREATING MULTIRACIAL, RURAL COALITIONS | $10,000 |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||
| 2000 M STREET NW NO 200 | WASHINGTON | DC | 20036 | 501(C)(3) | TRAINING WOMEN TO GAIN SKILLS, IMPROVE HEALTH, AND INFLUENCE DECISIONS | $720 |
| WORKING AMERICA EDUCATION FUND | ||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 501(C)(3) | EDUCATE THE PUBLIC CONCERNING ISSUES OF IMPORTANCE TO WORKING FAMILIES | $15,000 |
| RED WINE & BLUE EDUCATION FUND | ||||||
| 3675 WARRENSVILLE CENTER RD 202359 | CLEVELAND | OH | 44120 | 501(C)(3) | NATIONAL NETWORK OF WOMEN TO SUPPORT DIVERSE LIBRARY SHELVES FOR CHILDREN TO PROMOTE BOOKS THAT DISCUSS DIVERSITY, EQUITY AND INCLUSION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,340 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,951 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $194,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $338,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,901 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,573 | Amt |
| Net Investment Income | $3,569 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,149,701 | EOYBookValueAmt |
| EOYFMV | $1,096,246 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,349,736 | EOYBookValueAmt |
| EOYFMV | $6,247,668 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $20 | $0 | $20 |
| INSURANCE | $1,388 | $0 | $0 |
| BANK CHARGES | $15 | $8 | $7 |
| WEBSITE | $192 | $0 | $192 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL MOTORS CLASS ACTION PAYMENT | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $105 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL/MANAGEMENT FEES | $58,345 | $58,345 | $0 |
| INVESTMENT ADVISOR FEES - REMY | $27,913 | $27,913 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $8,515 | Amt |
| Net Investment Income | $8,515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments