2016-07-15T13:26:07-05:00 2015-11-30 941341042 FRANK RIMERMAN & CO LLP 1 EMBARCADERO CENTER STE 2410 SAN FRANCISCO CA 94111 990PF 2014-12-01 770266801 THE SUSIE TOMPKINS BUELL FOUNDATION SUSI 4154391144 PO BOX 29921 SAN FRANCISCO CA 941299921 BELINDA VIRAY-MUNOZ EXECUTIVE DIRECTOR 4154391144 2016-07-12 1 KEVIN P MCAULIFFE P00184925 4154391144 2016-07-12 2014 2016-09-27 15:27:22Z X 7172031 X 0 X 34730 34730 132345 132345 515945 2986342 515945 683020 683020 0 0 0 75526 75526 0 3403 3403 0 2756 2160 590 81685 81089 590 354792 354792 436477 81089 355382 246543 601931 75288 5119 5119 1252531 1017023 1017023 4440620 3493013 4476004 223835 1715512 1673885 5992274 6230667 7172031 -2551 -10701 -2551 -10701 X 5000000 5000000 0 0 994825 1241368 5994825 6241368 5992274 6230667 5994825 246543 0 6241368 0 6241368 PUBLICLY TRADED SECURITIES P 2014-12-01 2015-11-30 2986342 2470397 515945 515945 515945 0 270819 7166320 0.037791 283082 5658599 0.050027 280684 6460517 0.043446 350119 6502979 0.053840 306391 6296678 0.048659 0.233763 0.046753 7281873 340449 6019 346468 355382 X 6019 0 6019 0 6019 2551 30000 32551 63 26469 26469 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.SUSIETOMPKINSBUELL.ORG KEVIN P MCAULIFFE FRANK RIMERMAN CO LLP 4154391144 ONE EMBARCADERO CENTER SUITE 2410 SAN FRANCISCO CA 94111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0.00 0 0 0 BELINDA VIRAY-MUNOZ PO BOX 29921 SAN FRANCISCO CA 94129 EXECUTIVE DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 6434624 958140 0 7392764 0 0 7392764 110891 7281873 364094 364094 6019 6019 358075 0 358075 0 358075 355382 0 355382 6019 349363 358075 347299 0 0 355382 347299 0 0 8083 0 0 0 0 0 0 0 0 349992 0 0 0 SUSIE TOMPKINS BUELL X ADOPT A SPOT DALMATION RESCUE PO BOX 9375 CHESAPEAKE VA 23321 501(C)(3) GENERAL SUPPORT - MATCH 140 AMERICAN WILD HORSE PO BOX 1048 HILLSBOROUGH NC 27278 501(C)(3) GENERAL SUPPORT - MATCH 30 ARGONNE PARENT TEACHER ORGANIZATION 680 18TH AVE SAN FRANCISCO CA 94121 501(C)(3) GENERAL SUPPORT - MATCH 1000 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR SAN FRANCISCO CA 94118 501(C)(3) SOCIAL CHANGE / EDUCATION 22000 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR SAN FRANCISCO CA 94118 501(C)(3) SOCIAL CHANGE / EDUCATION 25100 CEL EDUCATION FUND 1330 BROADWAY STE 300 OAKLAND CA 94612 501(C)(3) CLIMATE CHANGE / ENVIRONMENT 25000 CEL EDUCATION FUND 1330 BROADWAY STE 300 OAKLAND CA 94612 501(C)(3) CLIMATE CHANGE / ENVIRONMENT 25000 CLINTON GLOBAL INITIATIVE 1271 AVE OF THE AMERICAS NEW YORK NY 10020 501(C)(3) SOCIAL CHANGE / EDUCATION 20000 COMMONWEALTH CLUB 555 POST STREET SAN FRANCISCO CA 94102 501(C)(3) CLIMATE CHANGE / ENVIRONMENT 150 COMMONWEALTH CLUB 555 POST STREET SAN FRANCISCO CA 94102 501(C)(3) CLIMATE CHANGE / ENVIRONMENT 5000 DALAMATIAN RESCUE OF SOUTHERN CALIFORNIA INC 20301 RIVERSIDE DR NEWPORT BEACH CA 92707 501(C)(3) GENERAL SUPPORT - MATCH 100 FRIENDS OF ALAMEDA 1590 FORTMANN WAY ALAMEDA CA 94501 501(C)(3) GENERAL SUPPORT - MATCH 200 GLOBAL PRESS INSTITUTE 6TH FLOOR 25 TAYLOR ST SAN FRANCISCO CA 94102 501(C)(3) SOCIAL CHANGE / EDUCATION 45000 IGNITE 3414 236TH ST SW BRIER WA 98036 501(C)(3) SOCIAL CHANGE / EDUCATION 10000 PLANNED PARENTHOOD FEDERATION OF AMERICA 434 WEST 33RD ST NEW YORK NY 10001 501(C)(3) HEALTH / HUMAN RIGHTS 50000 ROC UNITED 275 7TH AVE SUITE 1703 NEW YORK NY 10001 501(C)(3) HEALTH / HUMAN RIGHTS 10000 REGIONAL PARKS FOUNDATION PO BOX 21074 OAKLAND CA 94620 501(C)(3) GENERAL SUPPORT - MATCH 250 SPARK 101A CLAY ST 188 SAN FRANCISCO CA 94111 501(C)(3) SOCIAL CHANGE / EDUCATION 15000 STINSON BEACH MONTESSORI 4805 CA-1 STINSON BEACH CA 94970 501(C)(3) GENERAL SUPPORT - MATCH 200 TEN STRANDS 1007 GENERAL KENNEDY AVE SUITE 4 SAN FRANCISCO CA 94129 501(C)(3) SOCIAL CHANGE / EDUCATION 25000 THE MILO FOUNDATION 220 S GARRARD BLVD RICHMOND CA 94801 501(C)(3) GENERAL SUPPORT - MATCH 220 THE STORY OF STUFF PROJECT 1442 A WALNUT STREET 272 BERKELEY CA 94709 501(C)(3) EDUCATION 25000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 501(C)(3) GENERAL SUPPORT - MATCH 250 VITAL VOICES GLOBAL PARTNERSHIP 1625 MASSACHUSETTS AVENUE NW SUITE 300 WASHINGTON DC 20036 501(C)(3) SOCIAL CHANGE / EDUCATION 15000 WILD EARTH GUARDIANS 516 ALTO STREET SANTA FE NM 87501 501(C)(3) CLIMATE CHANGE / ENVIRONMENT 25000 WILDCARE 76 ALBERT PARK LN SAN RAFAEL CA 94901 501(C)(3) GENERAL SUPPORT - MATCH 40 WOMEN FOR WOMEN INTERNATIONAL 2000 M STREET NW SUITE 200 WASHINGTON DC 20036 501(C)(3) GENERAL SUPPORT - MATCH 112 WOMEN'S EARTH ALLIANCE 2150 ALLSTON WAY 460 BERKELEY CA 94704 501(C)(3) HEALTH / HUMAN RIGHTS 10000 354792 0 14 34730 14 132345 18 515945 0 683020 0 683020 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 1715512 1673885 CORPORATE STOCK 3493013 4476004 INVESTMENT EXPENSES 363 363 0 FILING FEES 85 85 0 INSURANCE 1638 1638 0 OFFICE EXPENSES 74 74 0 SUBSCRIPTIONS 103 0 103 WEBSITE 487 0 487 OTHER EXPENSES 6 0 0 CUSTODIAL/MANAGEMENT FEES - EPOCH. 60685 60685 0 INVESTMENT ADVISOR FEES - REMY 14841 14841 0 FOREIGN TAXES 3403 3403 0