RJM CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RJM CAMPBELL FAMILY FOUNDATION (EIN 27-0429976)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349104288
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:43:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2570 W EL CAMINO REAL 640 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | 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 | 270429976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RJM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RJMF | BusinessNameControlTxt |
| Phone | 6503873022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2456 FILBERT STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERTA CAMPBELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503873022 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERTA | PersonFirstNm |
| Person Last | CAMPBELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORLEEN S BOUNDS | PreparerPersonNm |
| PTIN | P00287731 | PTIN |
| Phone | 6508571655 | PhoneNum |
| Preparation | 2021-10-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $51,815,323 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,839,790 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,141,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,892,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,728,561 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,021,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,769,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,717 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,717 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,296 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,452 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,594,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,351,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,426,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,633,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,852 | CashBOYAmt |
| Cash EOY | $18,692 | CashEOYAmt |
| Cash EOYFMV | $18,692 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,159,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,420,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,420,497 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,576,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,918,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,918,588 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,430,582 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,408,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,408,085 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $26,084 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,461 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,461 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,210,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,815,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,815,323 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $75,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $141,717 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $75,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,717 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,135,765 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $51,673,606 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,135,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,673,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,210,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,815,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,135,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,426,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,110,935 | OtherIncreasesAmt |
| Subtotal | $51,673,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,673,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1262 SHS UBER TECHNOLOGIES INC | D | 2017-01-03 | 2020-02-27 | $39,352 | $4,497 | $34,855 | $34,855 |
| 1,715 SHS ZUORA INC CLASS A | D | 2017-01-04 | 2020-02-28 | $20,894 | $1,527 | $19,367 | $19,367 |
| 34,677 SHS BLOOM ENERGY CORP CLASS A | D | 2017-01-05 | 2020-03-12 | $212,633 | $20,449 | $192,184 | $192,184 |
| 2057 SHS INSPIRE MEDICAL SYSTEMS | D | 2017-01-06 | 2020-03-12 | $135,541 | $16,803 | $118,738 | $118,738 |
| 2790 SHS ZUORA INC CLASS A | D | 2017-01-06 | 2020-09-14 | $25,764 | $10,084 | $15,680 | $15,680 |
| 2000 SHS GOOGLE C | D | 2017-01-07 | 2020-12-08 | $3,630,766 | $2,000 | $3,628,766 | $3,628,766 |
| 2000 SHS GOOGLE A | D | 2017-01-08 | 2020-12-08 | $3,636,887 | $2,000 | $3,634,887 | $3,634,887 |
| ICON #4328 | P | 2017-01-08 | 2020-12-31 | $107,296 | $106,374 | $922 | $922 |
| CAPITAL GAINS DIVIDENDS | P | $83,162 | $83,162 | $83,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,728,561 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106,101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $106,101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $106,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $156,084 | 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 | $156,084 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $522 | EsPenaltyAmt |
| Overpayment | $49,461 | OverpaymentAmt |
| Applied To ES Tax | $49,461 | 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 | Yes (1) | 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 | TOM BAENZIGER | IndividualWithBooksNm |
| Phone | 6509172510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SECOND STREET SUITE 7 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERTA CAMPBELL | ||||||||
| 2456 FILBERT STREET | SAN FRANCISCO | CA | 94123 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| JAMES W CAMPBELL | ||||||||
| 220 EMERSON STREET | PALO ALTO | CA | 94301 | VICE-PRESIDENT | 10.00 | $0 | $0 | $0 |
| MARGARET R CAMPBELL | ||||||||
| 220 EMERSON STREET | PALO ALTO | CA | 94301 | SECRETARY/TREASURER/CFO | 10.00 | $0 | $0 | $0 |
| TOM BAENZIGER | ||||||||
| 350 SECOND STREET SUITE 7 | LOS ALTOS | CA | 94022 | DIRECTOR | 10.00 | $25,000 | $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 | $43,788,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,810,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,599,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,599,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $683,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,915,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,245,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,245,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106,101 | TotalTaxAmt |
| Distributable Before Adj | $2,139,667 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,139,667 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,139,667 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,351,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,351,877 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,351,877 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,139,667 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,283,408 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,549,481 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,839,603 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,220,490 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,479,478 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,372,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,351,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,139,667 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,212,210 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,584,670 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,283,408 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,301,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,549,481 | ExcessFromYear4Amt |
| Excess From Year3 | $4,839,603 | ExcessFromYear3Amt |
| Excess From Year2 | $9,220,490 | ExcessFromYear2Amt |
| Excess From Year1 | $2,479,478 | ExcessFromYear1Amt |
| Excess From Current Year | $5,212,210 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERTA CAMPBELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KQED | |||||||
| 50 BEALE ST 5TH FLOOR | SAN FRANCISCO | CA | 94105 | N/A | 501(C)(3) | EDUCATION | $25,000 |
| LEAP ARTS IN EDUCATION | |||||||
| 2601 MISSION ST 603 | SAN FRANCISCO | CA | 94110 | N/A | 501(C)(3) | EDUCATION | $10,000 |
| SACRED HEART SCHOOL | |||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | 501(C)(3) | EDUCATION | $2,250,000 |
| THE COLLEGE OF NEW JERSEY | |||||||
| PO BOX 7718 | EWING | NJ | 08628 | N/A | 501(C)(3) | EDUCATION | $5,000,000 |
| SAN FRANCISCO SPCA | |||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)(3) | EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,310,000 | 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 | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,141,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,181,783 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,181,783 | 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 | ROBERTA CAMPBELL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2456 FILBERT STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941233316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,839,790 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SEE ATTACHMENT A | NoncashPropertyDesc |
| Fair Market Value | $6,839,790 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $41,717 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,717 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOOGLE INC | $36,797,460 | $36,797,460 |
| INSPIRE MEDICAL SYSTEMS | $48,363 | $48,363 |
| UBER | $37,431 | $37,431 |
| BLOOM ENERGY CORP | $310,140 | $310,140 |
| FMV ADJUSTMENTS | $450,062 | $450,062 |
| ILIFE HEALTGH CARE INC | $173,278 | $173,278 |
| ASANA INC CLASS A | $101,854 | $101,854 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER ICON HOLDINGS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $12,408,085 | BookValueAmt |
| EOYFMV | $12,408,085 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAX | Desc |
| BOY Book Value | $26,084 | BOYBookValueAmt |
| EOY Book Value | $49,461 | EOYBookValueAmt |
| EOYFMV | $49,461 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $520 | $520 | $0 |
| FILING FEES | $160 | $0 | $160 |
| PENALTY | $522 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $6,110,935 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAX PAYABLE | $75,000 | $0 |
| PAYABLE TO ROBERTA | $0 | $141,717 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGAMENT FEE | CategoryTxt |
| Amt | $107,296 | Amt |
| Net Investment Income | $107,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERTA CAMPBELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2456 FILBERT STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941233316 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,351 | $3,351 | $0 |
| FEDERAL TAX | $106,101 | $0 | $0 |
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