SUSIE TOMPKINS BUELL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUSIE TOMPKINS BUELL FOUNDATION (EIN 77-0266801)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-10
- IRS object ID
- 201932839349100018
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-10T14:33:40-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 2017-12-01 | 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 | 2019-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN P MCAULIFFE | PreparerPersonNm |
| PTIN | P00184925 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2019-10-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.232.67.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-04 | IPDt |
| IP Tm | 18:39:24 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 71584BEA34519B43492432CD1F7FF5B3A85B1DF6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 42CF484FF5E156B99E6E0240B476B2A131955C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,387,942 | 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 | $51,935 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,935 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $572,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,196,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $572,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $730,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,921 | 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 |
| Other Prof Fees Rev And Expnss | $95,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,387 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $613 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $360 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,864 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,864 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,224 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $220,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $634,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,610 | CashBOYAmt |
| Cash EOY | $104,403 | CashEOYAmt |
| Cash EOYFMV | $104,403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,131,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,131,804 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,939,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,983,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,319,964 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,648,597 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,858,542 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,831,771 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,858,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,078,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,387,942 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | -$10,701 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$10,701 | AccountsPayableEOYAmt |
| Total Liabilities BOY | -$10,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$10,701 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $868,767 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,088,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,868,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,088,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,858,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,078,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,868,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $220,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,088,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,088,973 | 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 | 2018-01-01 | 2018-12-31 | $2,526,773 | $1,992,951 | $533,822 | $533,822 |
| PUBLICLY TRADED SECURITIES | P | 2018-01-01 | 2018-12-31 | $669,309 | $630,513 | $38,796 | $38,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $572,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $349,945 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,140,893 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049006 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $354,202 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,837,484 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051803 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $349,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,281,873 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047977 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $270,819 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,166,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037791 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $283,082 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,658,599 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050027 | DistributionYr5Rt |
| Total Distribution | 0.236604 | TotalDistributionRt |
| Average Distribution | 0.047321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,486,580 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $354,272 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $360,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $413,224 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,561 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,561 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,212 | OverpaymentAmt |
| Applied To ES Tax | $14,212 | 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 |
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 | $6,537,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,063,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,600,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,600,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,486,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $374,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $374,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,349 | TotalTaxAmt |
| Distributable Before Adj | $367,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $367,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $367,980 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,224 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $413,224 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,349 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $337,348 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,224 | QualifyingDistributionsAmt |
| Applied To Year1 | $337,348 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,876 | 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 | $292,104 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS INSTITUTE | ||||||
| 110 GOUGH ST SUITE 301 | SAN FRANCISCO | CA | 94102 | 501(C)(3) | MENTAL HEALTH CARE | $3,333 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | 501(C)(3) | GENERAL SUPPORT - MATCH | $50 |
| AMERICANS FOR OXFORD | ||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | 501(C)(3) | EDUCATION | $25,000 |
| CHURCH OF SAINT RAPHAEL | ||||||
| 1104 FIFTH AVE | SAN RAFAEL | CA | 94901 | 501(C)(3) | GENERAL SUPPORT - MATCH | $660 |
| COMMONWEALTH CLUB | ||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | 501(C)(3) | CLIMATE CHANGE / ENVIRONMENT | $50,000 |
| DALMATIAN RESCUE OF PUGET SOUND | ||||||
| 11616 7TH PL SE | LAKE STEVENS | WA | 98258 | 501(C)(3) | GENERAL SUPPORT - MATCH | $100 |
| DIA ART FOUNDATION | ||||||
| 3 BEEKMAN ST | BEACON | NY | 12508 | 501(C)(3) | ART PRESERVATION | $10,000 |
| GLOBAL PRESS INSTITUTE | ||||||
| 6TH FLOOR 25 TAYLOR ST | SAN FRANCISCO | CA | 94102 | 501(C)(3) | SOCIAL CHANGE / EDUCATION | $45,000 |
| HEART ANIMAL RESCUE AND ADOPTION TEAM INC | ||||||
| 206 LAKE STREET | HAMBURG | NY | 14075 | 501(C)(3) | GENERAL SUPPORT - MATCH | $300 |
| IGNITE | ||||||
| 3414 236TH ST SW | BRIER | WA | 98036 | 501(C)(3) | SOCIAL CHANGE / EDUCATION | $35,000 |
| KMWR WEST MARIN COMMUNITY RADIO | ||||||
| 11431 STATE ROUTE ONE SUITE 8 | POINT REYES STATION | CA | 94956 | 501(C)(3) | GENERAL SUPPORT - MATCH | $55 |
| LOVE DOGS FOR LIFE INC | ||||||
| PO BOX 1107 | BOLINAS | CA | 94924 | 501(C)(3) | GENERAL SUPPORT - MATCH | $100 |
| PRESIDIO MIDDLE SCHOOL PTSA | ||||||
| 450 30TH AVE | SAN FRANCISCO | CA | 94121 | 501(C)(3) | GENERAL SUPPORT - MATCH | $300 |
| PROTECT OUR DEFENDERS | ||||||
| 20 PARK ROAD SUITE E | BURLINGAME | CA | 94010 | 501(C)(3) | PREVENT SEXUAL ASSULT IN THE MILITARY | $25,000 |
| RANCHO OBI-WAN | ||||||
| 555 CHAPMAN LN | PETALUMA | CA | 94952 | 501(C)(3) | GENERAL SUPPORT - MATCH | $50 |
| REPRESENTATION PROJECT | ||||||
| PO BOX 1750 | ROSS | CA | 94957 | 501(C)(3) | SOCIAL JUSTICE | $50,000 |
| SAFE & SOUND | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) | GENERAL SUPPORT - MATCH | $250 |
| SAN FRANCISCO VILLAGE | ||||||
| 3220 FULTON ST | SAN FRANCISCO | CA | 94118 | 501(C)(3) | GENERAL SUPPORT - MATCH | $250 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 501(C)(3) | SOCIAL JUSTICE | $500 |
| SPARK | ||||||
| 25 TAYLOR ST | SAN FRANCISCO | CA | 94102 | 501(C)(3) | SOCIAL CHANGE / EDUCATION | $15,000 |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA | ||||||
| 111 N MARKET ST SUITE 300 | SAN JOSE | CA | 95113 | 501(C)(3) | GENERAL SUPPORT - MATCH | $50 |
| ST HELENA COOPERATIVE NURSERY SCHOOL | ||||||
| PO BOX 493 | RUTHERFORD | CA | 94573 | 501(C)(3) | EDUCATION | $3,333 |
| ST HELENA PRESCHOOL FOR ALL | ||||||
| 465 MAIN ST | ST HELENA | CA | 94574 | 501(C)(3) | EDUCATION | $3,333 |
| THE PERENNIAL FARMING INITIATIVE | ||||||
| 37 CAPP ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) | ENVIRONMENT | $25,000 |
| THE REDFORD CENTER | ||||||
| 726 PRESIDIO AVE | SAN FRANCISCO | CA | 94115 | 501(C)(3) | ENVIRONMENT | $10,000 |
| ULTRAVIOLET EDUCATION FUND | ||||||
| PO BOX 34756 | WASHINGTON | DC | 20043 | 501(C)(3) | REPRODUCTIVE RIGHTS | $35,000 |
| VOTEORG | ||||||
| 1270 GROVE STREET 301 | SAN FRANCISCO | CA | 94117 | 501(C)(3) | CIVIL RIGHTS AND SOCIAL ACTION | $25,000 |
| VOTO LATINO | ||||||
| PO BOX 35608 | WASHINGTON | DC | 20033 | 501(C)(3) | CIVIL RIGHTS AND SOCIAL ACTION | $25,000 |
| WILDEARTH GUARDIANS | ||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | 501(C)(3) | GENERAL | $25,000 |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||
| 2000 M ST NW | WN | DC | 20036 | 501(C)(3) | GENERAL SUPPORT - MATCH | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,864 | 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 | $51,935 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $572,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $730,921 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730,921 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,858,542 | EOYBookValueAmt |
| EOYFMV | $1,831,771 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,983,523 | EOYBookValueAmt |
| EOYFMV | $4,319,964 | 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 | $0 |
| INSURANCE | $1,388 | $0 | $0 |
| BANK CHARGES | $8 | $0 | $0 |
| WEBSITE | $360 | $0 | $360 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL/MANAGEMENT FEES - EPOCH | $80,895 | $80,895 | $0 |
| INVESTMENT ADVISOR FEES - REMY | $14,492 | $14,492 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $613 | $613 | $0 |
| CALIFORNIA TAXES | $75 | $0 | $0 |
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