RJM CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RJM CAMPBELL FAMILY FOUNDATION (EIN 27-0429976)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-14
IRS object ID
202512269349100901
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-14T17:58:42-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-07-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNORLEEN S BOUNDSPreparerPersonNm
PTINP00287731PTIN
Phone6508571655PhoneNum
Preparation2025-07-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$65,798,733FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$216,742ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$334InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$334InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$386,130DividendsRevAndExpnssAmt
Dividends Net Invst Incm$386,130DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,424,004NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,007,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,542,851CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,027,210TotalRevAndExpnssAmt
Total Net Invst Incm$15,929,315TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$150,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$150,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,742AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$23,742AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$142,940OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$142,940OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$217,338TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$520OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$534,665TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$293,460TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,867TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,850,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,850,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,384,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$293,460TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,873,867TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,642,545ExcessRevenueOverExpensesAmt
Net Investment Income$15,635,855NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$717,662CashBOYAmt
Cash EOY$438,820CashEOYAmt
Cash EOYFMV$438,820CashEOYFMVAmt
Sav And Temp Cash Invst BOY$822,780SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,730,397SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,730,397SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$44,899,200CorporateStockBOYAmt
Corporate Stock EOY$42,435,945CorporateStockEOYAmt
Corporate Stock EOYFMV$42,435,945CorporateStockEOYFMVAmt
Other Investments BOY$13,250,673OtherInvestmentsBOYAmt
Other Investments EOY$14,145,348OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,145,348OtherInvestmentsEOYFMVAmt
Other Assets BOY$75,561OtherAssetsBOYAmt
Other Assets EOY$48,223OtherAssetsEOYAmt
Other Assets EOYFMV$48,223OtherAssetsEOYFMVAmt
Total Assets BOY$59,765,876TotalAssetsBOYAmt
Total Assets EOY$65,798,733TotalAssetsEOYAmt
Total Assets EOYFMV$65,798,733TotalAssetsEOYFMVAmt
Other Liabilities BOY$276,717OtherLiabilitiesBOYAmt
Other Liabilities EOY$25,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$276,717TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$59,489,159NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$65,773,733NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$59,489,159TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,773,733TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$59,765,876TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,798,733TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,489,159TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,642,545ExcessRevenueOverExpensesAmt
Other Increases$1,642,029OtherIncreasesAmt
Subtotal$65,773,733SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$65,773,733TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EQUITY TRUST #1690P2023-09-292024-08-12$16,513$16,173$340$340
EQUITY TRUST #1690P2016-07-012024-08-12$2,388,306$2,445,233-$56,927-$56,927
EQUITY TRUST #1690 - CAPITAL GAIN DISTRIBUTIONP2016-07-012024-11-29$859,373$859,373$859,373
48,250 SHS ALPHABET INC CL AD2016-01-012024-04-02$7,336,417$1,595$7,334,822$7,334,822
48,250 SHS ALPHABET INC CL CD2016-01-012024-04-02$7,406,840$1,597$7,405,243$7,405,243
FieldValueIRS element (for citing)
Capital Gain Net Income$15,542,851CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$217,338InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$217,338SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$217,338TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$240,561EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$265,561TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$48,223OverpaymentAmt
Applied To ES Tax$48,223AppliedToESTaxAmt
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$150,000$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$150,000CompensationAmt
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$54,456,397AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,580,102AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$63,036,499TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$63,036,499AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$945,547CashDeemedCharitableAmt
Net Vl Noncharitable Assets$62,090,952NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,104,548MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,104,548MinimumInvestmentReturnAmt
Tax Based On Investment Income$217,338TaxBasedOnInvestmentIncomeAmt
Total Tax$217,338TotalTaxAmt
Distributable Before Adj$2,887,210DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,887,210DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,887,210DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,873,867ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,873,867QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,887,210DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,479,478ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,212,210ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$11,928,390ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$19,620,078TotalExcessDistributionCyovAmt
Qualifying Distributions$6,873,867QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,887,210AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,986,657RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$23,606,735TotalCorpusAmt
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$2,479,478ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,127,257ExcessDistriCyovToNextYrAmt
Excess From Year4$5,212,210ExcessFromYear4Amt
Excess From Year2$11,928,390ExcessFromYear2Amt
Excess From Current Year$3,986,657ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110N/A501(C)(3)NONE$250,000
SACRED HEARTS SCHOOL
150 VALPARAISO AVEATHERTONCA94027N/A501(C)(3)NONE$2,000,000
THE COLLEGE OF NEW JERSEY
2000 PENNINGTON ROADEWINGNJ08618N/A501(C)(3)EDUCATION$1,000,000
ASPCA
PO BOX 96929WASHINGTONDC200906929N/A501(C)(3)NONE$500,000
DRESS FOR SUCCESS SAN FRANCISCO
500 SUTTER STREET 218SAN FRANCISCOCA94102N/A501(C)(3)NONE$100,000
COLUMBIA UNIVERSITY
622 WEST 113TH STREET MC 4524NEW YORKNY10025N/A501(C)(3)EDUCATION$2,000,000
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20090N/A501(C)(3)NONE$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,850,000TotalGrantOrContriPdDurYrAmt
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$334ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$386,130ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,424,004ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,810,468ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,810,468TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERTA CAMPBELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12456 FILBERT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94123ZIPCd
FieldValueIRS element (for citing)
Total Contributions$216,742TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategoryTxt
Amt$23,742Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,742DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOOGLE INCStockNm
EOY Book Value$42,435,945EOYBookValueAmt
EOYFMV$42,435,945EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - EQUITYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$14,145,348BookValueAmt
EOYFMV$14,145,348EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXDesc
BOY Book Value$75,561BOYBookValueAmt
EOY Book Value$48,223EOYBookValueAmt
EOYFMV$48,223EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$520$520$0
FILING FEES$125$0$125

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$1,642,029Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PAYABLE TO ROBERTA CAMPBELL$216,717$0
PAYABLE$60,000$25,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$142,940Amt
Net Investment Income$142,940NetInvestmentIncomeAmt
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

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$217,338Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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