2023-11-12T19:58:40-08:00 2022-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2022-01-01 680315880 Artemis Rising Foundation formerly Phoebe Snow Foundation ARTE 4153842288 PO Box 6106 San Rafael CA 94903 Ken Blum Secretary 2023-11-12 false Ken Blum 999009999 true Carol Duffield P01257136 4159830200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 96293290 X 62110945 1160582 1160582 -5312181 35168239 117926 117926 58077272 1278508 37216 37216 3183 3183 11008 10201 71211 50346 171669 171669 14974 1778 66729 25 66704 375990 173472 167650 7936000 5936000 8311990 173472 6103650 49765282 1105036 18637110 14667697 14667697 25000000 25000000 4882172 4882172 14454901 1984479 1984479 8178447 8178447 12036400 40448127 40448127 1335173 1132368 1132368 46463584 96293290 96293290 5428 70717 2000000 5428 2070717 X 46458156 94222573 46458156 94222573 46463584 96293290 46458156 49765282 96223438 2000865 94222573 Sale of Publicly Traded Securities P 2000-01-01 2022-12-31 33183167 38597754 -5414587 -5414587 Sale of Donated Securities D 2000-01-01 2022-12-31 1985072 1503157 481915 481915 -4932672 15360 15360 15360 14108 3500 17608 X 71 2177 2177 false false false false false false false true true CA 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 NONE JP Morgan 2029 Century Park East 39th Fl Los Angeles CA 90067 Investment Mgmt 171669 29906741 23506754 0 53413495 0 53413495 801202 52612293 2630615 2630615 15360 15360 2615255 2615255 2615255 6103650 6103650 2615255 11930853 4808093 7283822 3728052 3302279 31053099 6103650 0 2615255 3488395 34541494 0 11930853 22610641 4808093 7283822 3728052 3302279 3488395 X See Grant Statement See Grant Statement See Grant Statement CA 94941 N/A PC See Grant Statement 5936000 5936000 Barnard College 3009 Broadway New York NY 10027 N/A PC Endowded Professorship 2000000 2000000 14 1160582 18 -5312181 Partnership Income 14 117926 -4033673 -4033673 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 62110945 X X 1 See Statement Attached 24773809 2022-12-31 Accounting Fees 46546 0 0 38886 Audit Fees 19100 0 0 0 Tax Preparation 5565 0 0 11460 Kenneth J Blum In 2022, the Foundation compensated Kramer Blum and Associates, Inc. $46,546 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). Ally Financial Inc 4/22/21 120108 120108 American Intl Group 4/1/48 89500 89500 Bank of America 9/5/14 163261 163261 Bank of America 10/23/14 513386 513386 Bank of America 4/22/22 202334 202334 Capital One Financial 6/10/21 255092 255092 Centerpoint Energy Inc 8/22/18 344980 344980 Charles Schwab Corp 4/30/20 516580 516580 Citigroup Inc 12/13/12 75901 75901 Citigroup Inc 4/25/16 640200 640200 Discover Financial Svcs 10/31/17 226995 226995 Edison Intl 11/12/21 63616 63616 Enbridge Inc 7/15/80 167371 167371 General Electric Co 1/20/16 217218 217218 General Motors Fin 9/20/17 424737 424737 Discover Financial Svcs 6/22/20 97545 97545 General Motors Fin 9/16/20 94625 94625 Goldman Sachs Group 7/27/16 461398 461398 Goldman Sachs Group 6/17/19 259334 259334 Huntington Bancshares 6/3/20 396022 396022 M&T Bank Corp 10/28/16 57409 57409 M&T Bank Corp 7/30/19 114634 114634 Markel Corp 5/27/20 204336 204336 PNC Financial Services 4/26/22 219308 219308 PNC Financial Services 8/19/22 128997 128997 Sempra Energy 6/19/20 149706 149706 SVB Financial Group 5/13/21 151805 151805 Truist Financial Corp 7/29/19 468041 468041 Truist Financial Corp 6/19/20 239298 239298 Wells Fargo & Co 4/22/14 119474 119474 Wells Fargo & Co 1/23/15 296352 296352 Wells Fargo & Co 1/26/21 405335 405335 Keycorp 9/9/16 293549 293549 Morgan Stanley, 6,598 Sh 160067 160067 Allstate Corp, 3,189 Sh 63174 63174 American Equity Invest, 5,075 Sh 102058 102058 Aspen Insurance Holding, 2,823 Sh 65719 65719 AT&T Inc, 6,652 Sh 116011 116011 Athene Holding, 6,159 Sh 147446 147446 Athene Holding Ltd, 4,205 Sh 90197 90197 Citizens Financial Group, 3,272 Sh 76892 76892 Fifth Third Bancorp, 7,029 Sh 172350 172350 Keycorp, 3,265 Sh 80090 80090 Morgan Stanley, 13,844 Sh 348177 348177 Regions Financial Corp, 12,015 Sh 288240 288240 Regions Financial Corp, 1,905 Sh 43396 43396 State Street Corp, 2,242 Sh 54032 54032 Voya Financial Inc, 8,106 Sh 176630 176630 4882172 4882172 Fidelity 500 Index Fd, 81,620.409 Sh FMV 10865309 10865309 Vanguard Mid-Cap, 14,896 Sh FMV 3035954 3035954 iShares 2000 ETF, 17,037 Sh FMV 2970571 2970571 iShares Core MSCI, 43,284 Sh FMV 2668026 2668026 Vanguard FTSE Dev, 35,674 Sh FMV 1497238 1497238 Matthews Pacific Tiger, 118,052.685 Sh FMV 2379942 2379942 Vanguard FTSE Emerging, 65,519 Sh FMV 2553881 2553881 Blackrock Hi Yld Bd, 148,162.67 Sh FMV 983800 983800 Doubleline Ttl Ret Bd, 209,993.32 Sh FMV 1843741 1843741 iShares 7-10 Year Tr, 8,682 Sh FMV 831562 831562 iShares US Treas, 17,295 Sh FMV 392942 392942 Pimco Low Duration, 53,705.69 Sh FMV 488722 488722 Vanguard Ttl Bd Mkt IDX, 351,759 Sh FMV 3334675 3334675 Vanguard Ttl Bd Mkt, 91,650 Sh FMV 6584136 6584136 SPO Partners & Co Liquidating Trust FMV 17628 17628 Legal Fees 11008 0 0 10201 Accrued Interest & Dividends Receivable 19318 146328 146328 Prepaid Federal Excise Tax 12539 1795 1795 Audit Adjustment - Investment Write-Off 295847 Bank Fees 25 25 Dues & Subscriptions 1730 1730 Fees and Licenses 2326 2326 Insurance 7160 7160 Miscellaneous 4 4 Outside Services 54519 54519 Payroll Service Fees 921 921 Postage 44 44 Partnership Income 117926 117926 Investment Management Fees 171669 171669 0 0 Excise Tax Provision 13196 Foreign Tax W/H 1778 1778