RJM CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RJM CAMPBELL FAMILY FOUNDATION (EIN 27-0429976)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349101548
- Schema version
- 2013v3.0
- 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 Income Schedule2
- 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 | 2014-11-14T17:46:52-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770232559 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN ADAMS AGBAYANI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 EL CAMINO REAL 600 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RJMF | BusinessNameControlTxt |
| Phone | 6509172510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SECOND STREET SUITE 7 | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERTA CAMPBELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509172510 | PhoneNum |
| Signature | 2014-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA S ADAMS | PreparerPersonNm |
| PTIN | P00600044 | PTIN |
| Phone | 6508571655 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,507,274 | 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 | $612,197 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $884 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $884 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,058,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,775,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,507,743 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,727 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,727 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,721,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,558,769 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,409 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,705 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $882 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $282,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,082,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,808,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $639,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,402,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,977 | CashBOYAmt |
| Cash EOY | $1,266,060 | CashEOYAmt |
| Cash EOYFMV | $1,266,060 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $242,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $954,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $954,337 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,592,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,566,844 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,566,844 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,807,080 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,676,004 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,676,004 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $77,070 | OtherAssetsBOYAmt |
| Other Assets EOY | $44,029 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $44,029 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,819,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,507,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,507,274 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,020 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,929 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $10,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $60,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,020 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,929 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $24,798,752 | UnrestrictedBOYAmt |
| Unrestricted EOY | $32,423,345 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,798,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,423,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,819,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,507,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,798,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $639,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,985,466 | OtherIncreasesAmt |
| Subtotal | $32,423,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,423,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 485 SHS AUTONAVI HOLDINGS LTD | D | 2013-01-31 | $5,577 | $1,940 | $3,637 | $3,637 |
| 1,593 SHS CISCO SYSTEMS INC | D | 2013-01-31 | $32,402 | $4,779 | $27,623 | $27,623 |
| 6,632 SHS GENOMIC HEALTH INC | D | 2013-01-31 | $183,325 | $39,228 | $144,097 | $144,097 |
| 162 SHS LEVEL 3 COMMUNICATIONS | D | 2013-01-31 | $3,718 | $14,825 | -$11,107 | -$11,107 |
| 192 SHS WEBMD HEALTH CORP | D | 2013-01-31 | $2,986 | $1,541 | $1,445 | $1,445 |
| 7,436.155 SHS TEMPLETON GROWTH FUND | D | 2013-02-25 | $148,569 | $125,595 | $22,974 | $22,974 |
| 141.248 SHS TEMPLETON GROWTH FUND | P | 2013-02-25 | $2,822 | $2,712 | $110 | $110 |
| 125 SHS YAHOO | D | 2013-02-25 | $2,512 | $94 | $2,418 | $2,418 |
| 1,244 SHS SERVICE SOURCE | D | 2013-11-06 | $12,071 | $819 | $11,252 | $11,252 |
| 1,096 SHS ZIP CAR INC | D | 2013-02-25 | $13,073 | $2,543 | $10,530 | $10,530 |
| 654 SHS JAMBA INC | D | 2013-10-21 | $7,405 | $8,548 | -$1,143 | -$1,143 |
| 6,158 SHS YELP INC | D | 2013-12-31 | $300,570 | $7,631 | $292,939 | $292,939 |
| 4,000 SHS GOOGLE INC. | D | 2013-12-31 | $4,036,486 | $4,000 | $4,032,486 | $4,032,486 |
| TRUST CO. #4328 - SEE ATTACHMENT A | P | 2013-12-31 | $1,723,116 | $1,477,106 | $246,010 | $246,010 |
| TRUST CO. #4328 - SEE ATTACHMENT A | P | 2013-12-31 | $539,981 | $410,137 | $129,844 | $129,844 |
| TRUST CO. #4328 - SEE ATTACHMENT A | P | 2013-12-31 | $3,691,485 | $3,166,514 | $524,971 | $524,971 |
| CAPITAL GAINS DIVIDENDS | P | $69,657 | $69,657 | $69,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,507,743 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,637,111 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,569,364 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.174528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $494,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,247,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,522,252 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,244,395 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,797,414 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,888,063 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.127805 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,631,124 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,311,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138005 | DistributionYr5Rt |
| Total Distribution | 0.522699 | TotalDistributionRt |
| Average Distribution | 0.104540 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,379,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,966,754 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54,020 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,020,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,808,705 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $108,041 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $108,041 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $108,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,070 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $60,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $152,070 | TotalPaymentsAndCreditsAmt |
| Overpayment | $44,029 | OverpaymentAmt |
| Applied To ES Tax | $44,029 | 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 | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERTA CAMPBELL | ||||||||
| 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | 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 | $45,000 | $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 | $27,884,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $927,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,811,293 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,811,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $432,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,379,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,418,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,418,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $108,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $108,041 | TotalTaxAmt |
| Distributable Before Adj | $1,310,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,310,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,310,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,808,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,808,705 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,808,705 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,310,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,336,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,787,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,522,252 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $494,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,680,468 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,821,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,808,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,310,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,497,790 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,319,476 | 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 | $2,336,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,982,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,787,951 | ExcessFromYear4Amt |
| Excess From Year3 | $1,522,252 | ExcessFromYear3Amt |
| Excess From Year2 | $494,161 | ExcessFromYear2Amt |
| Excess From Year1 | $4,680,468 | ExcessFromYear1Amt |
| Excess From Current Year | $1,497,790 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALVIN AILEY AMERICAN DANCE FOUNDATION | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)(3) | CHARITABLE DONATIONCHARITABLE DONATION | $10,000 |
| CLEO EULAU CENTER | |||||||
| 415 CAMBRIDGE AVE SUITE 21 | PALO ALTO | CA | 94306 | N/A | 501(C)(3) | TO HELP CHILDREN REBOUND FROM ADVERSITY | $100,000 |
| COLUMBIA UNIVERSITY | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | N/A | UNIVERSITY | CHARITABLE DONATION | $2,100,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE 12 | NEW YORK | NY | 10019 | N/A | 501(C)(3) | CHARITABLE DONATION | $15,000 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| PROJECT ENTERPRISE | |||||||
| 144 WEST 125TH STREET 4TH FLOOR | NEW YORK | NY | 10027 | N/A | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| SACRED HEART SCHOOL | |||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | SCHOOL | EDUCATION | $250,000 |
| THE PECCADILLO THEATER COMPANY | |||||||
| 423 W 46TH ST | NEW YORK | NY | 10036 | N/A | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| DAVID LYNCH FOUNDATION | |||||||
| 216 E 45TH STREET SUITE 1301 | NEW YORK | NY | 10017 | N/A | 501(C)(3) | CHARITABLE DONATION | $20,000 |
| THE NEW YORK RESTORATION PROJECT | |||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | N/A | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | 501(C)(3) | CHARITABLE DONATION | $50,000 |
| STAR VISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | N/A | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| COLUMBIA SECONDARY SCHOOL | |||||||
| 425 W 123RD STREET | NEW YORK | NY | 10027 | N/A | SCHOOL | CHARITABLE DONATION | $100,000 |
| COLUMBIA COLLEGE | |||||||
| 622 WEST 113TH STREET MC 4530 | NEW YORK | NY | 10025 | N/A | COLLEGE | CHARITABLE DONATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,800,000 | 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 | $884 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,869 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,058,098 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BURLINGAME CAPITAL PARTNERS II, L.P.. | Desc |
| Business | 525990 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,109,124 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,109,124 | 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 (22 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERTA CAMPBELL | ||||||
| 1 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $35,171 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 2 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $26,718 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 3 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $5,005 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 4 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $29,370 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 5 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $6,587 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 6 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $46,875 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 7 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $33,655 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 8 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $33,812 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 9 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $27,311 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 10 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $27,311 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 11 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $12,164 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 12 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $44,983 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 13 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $81,797 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 14 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $8,548 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 15 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $16,035 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 16 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $24,648 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 17 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $15,976 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 18 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $34,024 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 19 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $32,905 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 20 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $33,016 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 21 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $18,781 | Yes (X) |
| ROBERTA CAMPBELL | ||||||
| 22 | 15 CENTRAL PARK WEST APT 11B | NEW YORK | NY | 10023 | $17,505 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (22 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,676 SHS YELP INC | $35,171 | 2013-01-25 |
| 2 | 967 SHS FACEBOOK INC CLASS A | $26,718 | 2013-02-12 |
| 3 | 485 SHS AUTONAVI HOLDINGS LTD | $5,005 | 2013-03-07 |
| 4 | 1,253 SHS YELP INC | $29,370 | 2013-03-07 |
| 5 | 539 SHS AUTONAVI HOLDINGS LTD | $6,587 | 2013-05-17 |
| 6 | 1,659 SHS YELP INC | $46,875 | 2013-06-03 |
| 7 | 5,275 SHS OREXIGEN THERAPEUTICS INC | $33,655 | 2013-06-19 |
| 8 | 1,472 SHS PROOFPOINT INC | $33,812 | 2013-06-19 |
| 9 | 1,530 SHS AMBARELLA INC | $27,311 | 2013-07-12 |
| 10 | 1,530 SHS AMBARELLA INC | $27,311 | 2013-07-12 |
| 11 | 916 SHS AUTONAVI HOLDINGS LTD | $12,164 | 2013-08-14 |
| 12 | 556 SHS ZILLOW INC CLASS A | $44,983 | 2013-08-20 |
| 13 | 1,570 SHS YELP INC | $81,797 | 2013-08-22 |
| 14 | 654 SHS JAMBA INC | $8,548 | 2013-09-10 |
| 15 | 1,244 SERVICE SOURCE LLC | $16,035 | 2013-09-17 |
| 16 | 275 SHS ZILLOW INC CLASS A | $24,648 | 2013-09-23 |
| 17 | 318 SHS FACEBOOK INC CLASS A | $15,976 | 2013-10-01 |
| 18 | 1,577 SHS AMBARELLA INC | $34,024 | 2013-10-24 |
| 19 | 1,063 SHS PROOFPOINT INC | $32,905 | 2013-11-14 |
| 20 | 1,080 SHS PROOFPOINT INC | $33,016 | 2013-11-15 |
| 21 | 1,090 SHS LIFELOCK | $18,781 | 2013-11-29 |
| 22 | 1,090 SHS LIFELOCK | $17,505 | 2013-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,409 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,705 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16,000 SHS GOOGLE INC | $17,931,360 | $17,931,360 |
| STOCKS - SEE ATTACHMENT B | $635,484 | $635,484 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SEE ATTACHMENT C | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $11,676,004 | BookValueAmt |
| EOYFMV | $11,676,004 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $77,070 | BOYBookValueAmt |
| EOY Book Value | $44,029 | EOYBookValueAmt |
| EOYFMV | $44,029 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $722 | $722 | $0 |
| FILING FEES | $160 | $160 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BURLINGAME CAPITAL PARTNERS II, L.P.. | -$1,727 | -$1,727 | -$1,727 |
| BURLINGAME CAPITAL PARTNERS II, L.P.. | -$1,717 | -$1,717 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS | Description |
| Amount | $6,985,466 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE (2013 EXTENSION PAID IN 2014) | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $60,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $110,862 | Amt |
| Net Investment Income | $110,862 | 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 | 15 CENTRAL PARK WEST APT 11B | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $108,041 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments