RAMSAY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RAMSAY FAMILY FOUNDATION (EIN 94-2415607)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202133129349102373
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T20:00:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943342356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREMONT GROUP MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 194170 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941194170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942415607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 4152848672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN WILMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4152848672 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIN | PersonFirstNm |
| Person Last | WILMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET FONG | PreparerPersonNm |
| PTIN | P00418074 | PTIN |
| Phone | 4152848610 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,469,180 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $448,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $448,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,081,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,752,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,081,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,529,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,529,598 | 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 | $1,232 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,232 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,513 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,735 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,501 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,362,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,362,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,446,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,400,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,082,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,504,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $992,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $502,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $502,884 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,483,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,077,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,960,952 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $26,254 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,344 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,344 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,502,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,585,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,469,180 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,150,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,585,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $4,150,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,585,000 | 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 | $18,352,388 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,000,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,352,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,000,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,502,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,585,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,352,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,082,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,435,327 | SubtotalAmt |
| Other Decreases | $435,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,000,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF STOCKS - CHARLES SCHWAB ACCT#7305-4334 - | P | 2013-10-07 | 2020-11-04 | $1,049,309 | $670,941 | $378,368 | $378,368 |
| DETAILS AVAILABLE UPON REQUEST | P | $0 | $0 | ||||
| CAPITAL GAINS DIVIDENDS | P | $703,006 | $703,006 | $703,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,081,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,254 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,254 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,344 | OverpaymentAmt |
| Applied To ES Tax | $23,344 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TREASURER | IndividualWithBooksNm |
| Phone | 4152848672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 FREMONT STREET 22ND FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| NONIE B RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN A RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW C RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY S HAIR | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSAY G RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GEORGE T ARGYRIS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ERIN WILMS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | TREASURER | 0.00 | $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 | $26,511,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $877,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,388,780 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,388,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $410,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,977,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,348,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,348,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,910 | TotalTaxAmt |
| Distributable Before Adj | $1,327,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,327,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,327,987 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,400,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,400,501 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,400,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,327,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $976,933 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,400,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $976,933 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,568 | 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 | $904,419 | 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 | NONIE B RAMSAY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ITS GENERAL MISSION WITH A RECOGNITION THAT THE NEEDS OF THE COMMUNITY ARE PARTICULAR SEVERE DURING COVID CRISIS. | $110,000 |
| ARCS FOUNDATION INC | |||||||
| PO BOX 29405 | SAN FRANCISCO | CA | 94129 | N/A | PC | TO SUPPORT THE SCHOLAR AWARD FUND. | $20,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 2025 ADDISON STREET | BERKELEY | CA | 94704 | N/A | PC | TO SUPPORT THE ARTS EDUCATION & OUTREACH PROGRAM. | $20,000 |
| BUFFALO THERAPEUTIC RIDING CENTER INC | |||||||
| 950 AMHERST STREET | BUFFALO | NY | 14216 | N/A | PC | TO HELP PROVIDE PROGRAM SUPPORT THROUGH SCHOLARSHIPS FOR THE STUDENTS. | $7,500 |
| COLBY COLLEGE | |||||||
| 4345 MAYFLOWER HILL | WATERVILLE | ME | 04901 | N/A | PC | TO SUPPORT THE ANNUAL FUND & THE COMPUTER SCIENCE DEPARTMENT. | $10,000 |
| GROTON SCHOOL | |||||||
| PO BOX 991 | GROTON | MA | 01450 | N/A | PC | TO BENEFIT GROTON'S ANNUAL FUND. | $2,000 |
| HYPOPARA RESEARCH FOUNDATION | |||||||
| 2755 CAMPUS DRIVE SUITE 340 | SAN MATEO | CA | 94403 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ITS MISSION TO ADVANCE RESEARCH FOR HYPOPARATHYROIDISM. | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | TO SUPPORT EFFORTS TO FIND TALENTED LOCAL CREATORS. | $20,000 |
| MILO FOUNDATION | |||||||
| PO BOX 6625 | ALBANY | CA | 94706 | N/A | PC | TO SUPPORT THE NEW HORSE PASTURE PROJECT AND ONGOING RESCUE ACTIVITIES. | $5,000 |
| OAKLAND MUSEUM OF CALIFORNIA FOUNDATION | |||||||
| 1000 OAK STREET | OAKLAND | CA | 94607 | N/A | PC | TO SUPPORT THE LEARNING INITIATIVES PROGRAMS. | $15,000 |
| PIEDMONT BEAUTIFICATION FOUNDATION | |||||||
| PIEDMONT CITY HALL 120 VISTA AVE | PIEDMONT | CA | 94611 | N/A | PC | TO SUPPORT THE BETTY SHAPIRO ENDOWMENT FUND. | $7,500 |
| PIEDMONT COMMUNITY CHURCH | |||||||
| 400 HIGHLAND AVENUE | PIEDMONT | CA | 94611 | N/A | PC | TO SUPPORT THE PIEDMONT COMMUNITY CHURCH STEWARDSHIP CAMPAIGN. | $10,000 |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | N/A | PC | TO SUPPORT THE SANTA CATALINA FUND. | $30,000 |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | N/A | PC | TO SUPPORT THE TUITION ASSISTANCE LEGACY CAMPAIGN. | $1,000,000 |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | N/A | PC | TO SUPPORT THE SCHOOL'S EXTRA-CURRICULAR PROGRAMS. | $5,000 |
| STANFORD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PC | TO SUPPORT THE GRADUATE SCHOOLS OF BUSINESS & EDUCATION JOINT DEGREE PROGRAM. | $40,000 |
| THE ATHENIAN SCHOOL | |||||||
| 2100 MT DIABLO SCENIC BLVD | DANVILLE | CA | 94506 | N/A | PC | TO SUPPORT THE ATHENIAN WILDERNESS EXPERIENCE. | $10,000 |
| THE CAREY SCHOOL | |||||||
| ONE CAREY SCHOOL LANE | SAN MATEO | CA | 94403 | N/A | PC | TO SUPPORT THE ANNUAL FUND. | $5,000 |
| THE CAREY SCHOOL | |||||||
| ONE CAREY SCHOOL LANE | SAN MATEO | CA | 94403 | N/A | PC | TO SUPPORT THE EXPANDING POSSIBILITIES CAPITAL CAMPAIGN. | $25,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE PENN FUND. | $5,000 |
| WELL TRAINED HORSES | |||||||
| 11114 FALSTAFF ROAD | SEBASTOPOL | CA | 95472 | N/A | PC | TO SUPPORT VOLUNTEER EDUCATION AND ONGOING RESCUE ACTIVITIES IN LIGHT OF THE DEVASTATING FIRES OVER THE LAST YEAR. | $5,000 |
| YALE UNIVERSITY | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | N/A | PC | TO SUPPORT THE YALE COLLEGE ALUMNI FUND. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,362,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CATALINA SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MARK THOMAS DRIVE | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE LEGACY CAMPAIGN. | GrantOrContributionPurposeTxt |
| Amt | $1,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $448,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,081,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,529,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,529,598 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREMONT INVESTORS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 FREMONT STREET STE 2500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX & ACCOUNTING FEES | $15,000 | $0 | $15,000 |
| AUDIT FEES | $22,000 | $0 | $22,000 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALL FOUNDATION OFFICERS | PersonNm |
| Short Explanation | ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES. | ShortExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(4) | IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1 |
| SCHEDULE B PART 1 COLUMN (C) | THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON GROWTH FUND (38,382.705 SHARES) | $2,297,454 | $4,012,528 |
| DODGE & COX INCOME FUND (262,426.264 SHARES) | $3,605,887 | $3,844,545 |
| DODGE & COX INTL STOCK FUND (70,360.303 SHARES) | $2,497,914 | $3,074,745 |
| DODGE & COX STOCK FUND (10,287.999 SHARES) | $1,805,171 | $1,981,057 |
| LONGLEAF PARTNERS SMALL CAP FUND (81,424.437 SHARES) | $2,209,262 | $1,941,973 |
| T ROWE PRICE GROWTH STOCK FUND (120,994.343 SHARES) | $6,484,270 | $11,729,192 |
| OTHER COMMON AND PREFERRED STOCKS - DETAILS AVAILABLE UPON REQUEST | $4,177,141 | $5,376,912 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,232 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,232 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $26,254 | BOYBookValueAmt |
| EOY Book Value | $5,344 | EOYBookValueAmt |
| EOYFMV | $5,344 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT TO ACCOUNT FOR CHANGES IN ACCRUAL OF GRANTS PAYABLE | Desc |
| Amt | $435,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $269 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $269 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $22,513 | Amt |
| Net Investment Income | $22,513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,735 | $2,735 | $0 |
| FEDERAL EXCISE TAX | $20,910 | $0 | $0 |
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