2024-10-21T19:23:26-07:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 462014396 John H and Regina K Scully Foundation formerly Scully Memorial Foundation JOHN 4199812966 PO Box 6106 San Rafael CA 94903 Kenneth J Blum Secretary/Dir 2024-10-21 false true Carol Duffield P01257136 4159830200 2023 2024-10-15 13:58:12Z X 681185847 X X 13039355 13039355 -1384185 268921541 431615 431615 12086785 13470970 15691 13466 85806 107595 1183008 1183008 1180237 13843 13843 442767 353014 83677 2921352 1536022 218581 70276471 70276471 73197823 1536022 70495052 -61111038 11934948 26399415 53312025 53312025 2886 2886 61125922 54597969 58973654 58973654 523430104 568070813 568070813 1579416 826469 826469 667132826 681185847 681185847 388112 439489 392236 1380360 780348 1819849 X 666352478 679365997 666352478 679365997 667132826 681185846 666352478 -61111038 74124557 679365997 679365997 Sale of Publicly Traded Securities P 2000-01-01 2023-12-31 268921541 270305726 -1384185 -1384185 -1384185 165896 165896 165896 170819 50000 220819 X 38 54885 54885 false false false false false false false true true CA true false false false false true N/A Kenneth J Blum 4199812966 PO Box 6106 San Rafael CA 949030106 false false false true true false false false false false false false false false false false true false false true false false false false John Scully PO Box 6106 San Rafael CA 94903 Pres/Dir 1.00 0 Regina K Scully PO Box 6106 San Rafael CA 94903 CFO/Dir 1.00 0 Kenneth J Blum PO Box 6106 San Rafael CA 94903 Secretary/Dir 10.00 0 NONE JP Morgan Chase 2029 Century Park East 39th Fl Los Angeles CA 90067 Investment Mgmt 1099883 Kramer Blum & Associates Inc PO Box 6106 San Rafael CA 94903 Admin Support 126912 Stifel Nicolaus & Co Inc 501 North broadway St Louis MO 63102 Investment Mgmt 83116 539098903 15159544 0 554258447 0 554258447 8313877 545944570 27297229 27297229 165896 165896 27131333 27131333 27131333 70495052 70495052 27131333 39194410 50112636 28967255 118274301 70495052 0 27131333 43363719 161638020 0 39194410 122443610 50112636 28967255 43363719 X Making Waves Foundation 3025 Research Drive Richmond CA 94806 N/A POF Construction 4409921 Making Waves Foundation 3025 Research Drive Richmond CA 94806 N/A POF General Support 11064532 Making Waves Academy 4123 Lakeside Drive Richmond CA 94806 N/A PC General Support 4500000 Giants Community Fund 24 Willie Mays Plaza San Francisco CA 94107 N/A PC General Support 10000 Princeton University PO Box 5357 Princeton NJ 08543 N/A PC General Support 10000 Artemis Rising Foundation PO Box 6106 San Rafael CA 94903 N/A PF General Support 24737018 Oceana 1025 Connecticut Ave NW 2nd Fl Washington DC 20036 N/A PC General Support 30000 Harvard University Massachusetts Hall Cambridge MA 02138 N/A PC General Support 10000 Artemis Rising Foundation PO Box 6106 San Rafael CA 94903 N/A PF General Support 25000000 Coastwatch Wildlife Society 1309 Bridgeway Sausalito CA 94965 N/A PC General Support 20000 Project ALS 4330 Camp Kaufman Rd Huntingtown MD 20639 N/A PC For Women & the Brain Series 25000 Hamptons Lifeguard Association 7 Meadow Way East Hampton NY 11937 N/A PC General Support 100000 Turkish Philanthropy Fund 1460 Broadway New York NY 10036 N/A PC In honor of Turkish Earthquake Victims by My Beachy Side 10000 UCSC Foundation 1 High Street Santa Cruz CA 95064 N/A PC For the Dolores Huerta Research Center 50000 Jumpstart Labs 2801 Ocean Park Blvd 348 Santa Monica CA 90405 N/A PC For the Curious Cardinals Program 10000 Good Plus Foundation 306 W 37th Street 8th Floor New York NY 10018 N/A PC For the Academy Training for Social Workers 100000 Geena Davis Institute on Gender in 4712 Admiralty Way 455 Marina del Rey CA 90292 N/A PC General Support 50000 Theatre for a New Audience 154 Christopher Street Suite 3D New York NY 10014 N/A PC General Support 50000 Ribbon Foundation 912 S Corona St Denver CO 80209 Denver CO 80209 N/A PC For Curious Cardinals 25000 Oceana 1025 Connecticut Ave NW 2nd Fl Washington DC 20036 N/A PC General Support 50000 Fashion Trust US 1415 Lousisiana Suite 150 Houston TX 77002 N/A PC General Support 15000 70276471 14 13039355 18 -1384185 Partnership Income 14 431615 12086785 12086785 false false false false false false false false false false Accounting Fees 58906 0 0 80695 Audit & Tax Preparation 26900 0 0 26900 Kenneth J Blum In 2023, the Foundation compensated Kramer Blum and Associates, Inc. $126,912 to provide administrative support to the Foundation. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c). Making Waves Foundation 3025 Research Drive Richmond CA 94806 2023-01-12 11064532 General Support 11064532 No 3/29/24 2024-04-08 Making Waves Foundation has expended all of the funds granted in 2023.The expenses were verified by reports provided by the recipient. No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. Making Waves Foundation 3025 Research Drive Richmond CA 94806 2023-01-12 4409921 Construction 4409921 No 3/29/24 2024-04-08 Making Waves Foundation has expended all of the funds granted in 2023.The expenses were verified by reports provided by the recipient. No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. Artemis Rising Foundation PO Box 6106 San Rafael CA 94903 2023-10-31 24737018 General Support 24737018 No 2/1/24 2024-02-19 Artemis Rising Foundation has expended all of the funds granted in 2023.The expenses were verified by reports provided by the recipient. No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. Artemis Rising Foundation PO Box 6106 San Rafael CA 94903 2023-01-23 25000000 General Support 25000000 No 2/1/24 2024-02-19 Artemis Rising Foundation has expended all of the funds granted in 2023.The expenses were verified by reports provided by the recipient. No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. Bk of Amer Corp Sr NTS Var Rt 993505 993505 L3Harris Tech Inc 3.85% 6/15/23 490065 490065 Anheuser-Busch Inbev VAR 1/12/24 14001 14001 BK of NY Mellon Corp SR NTS 3.4% 1/29/28 951259 951259 Waste Mgmt Inc 3.125% 3/1/25 783225 783225 Campbell Soup Co SR NTS 3.95% 3/15/25 590660 590660 Autodesk Inc Sr Nts 4.375% 6/15/25 681582 681582 Sherwin-Willliams Co Sr Nts 3.45% 8/1/25 729443 729443 Roper Technologies Inc SR NTS 1.0% 701040 701040 Parker-Hannifin Corp 3.65% 6/15/24 495212 495212 Parker-Hannifin Corp 3.3% 11/21/24 490723 490723 Gen Dynamics Corp 2.375% 11/15/24 731576 731576 Genuine Parts Co 1.75% 2/1/25 480088 480088 Carrier Global Corp 2.242% 2/15/25 532976 532976 Boeing Co 4.875% 5/1/25 547244 547244 Huntington Ingalls Indus 3.844% 5/1/25 293676 293676 Lennox Intl Inc 1.35% 8/1/25 941256 941256 Equinix Inc 1% 9/15/25 932856 932856 Applied Materials Inc 3.9% 10/1025 986000 986000 Plains All Amer Pipeline 4.65% 10/15/25 148377 148377 Stryker Corp 3.375% 11/1/25 973342 973342 Zoetis Inc 5.4% 11/14/25 1008151 1008151 JPMorgan Chase & Co DTD 12/15/25 1000637 1000637 Anheuser-Busch Co/Inbev 3.65% 2/1/26 292579 292579 McKesson Corp 5.25% 2/15/26 1000009 1000009 Norfolk Southern Corp 2.9% 6/15/26 959770 959770 McDonald's Corp 4.8% 8/14/28 508625 508625 Williams Companies Inc 5.3% 8/15/28 1023552 1023552 Ingersoll-Rand GL HLD Co 3.75% 8/21/28 584803 584803 Crown Castle Inc 4.8% 9/1/28 1233368 1233368 Roper Technologies Inc 4.2% 9/15/28 491252 491252 Citibank NA 5.803% 9/29/28 939716 939716 Conagra Brands Inc 4.85% 11/1/28 1497495 1497495 RTX Corp 4.125% 11/16/28 976974 976974 Baxter Intl Inc 2.272% 12/1/28 895117 895117 Cubesmart Lp 2.25% 12/15/28 441504 441504 Humana Inc 3.7% 3/23/29 960607 960607 Goldman Sachs Group Inc DTD 5/1/29 483664 483664 Boardwalk Pipelines Lp 4.8% 5/3/29 979340 979340 IBM Corp 3.5% 5/15/29 1239474 1239474 Cabot Corp 4% 7/1/29 474159 474159 Amern Express Co DTD 7/27/29 1020757 1020757 Constellation Brands Inc 3.15% 8/1/29 929374 929374 Amern Tower Corp 3.8% 8/15/29 569604 569604 Amgen Inc 4.05% 8/18/29 195800 195800 Walt Disney Company 2% 9/1/29 709823 709823 Oracle Corp 6.15% 11/9/29 1075753 1075753 Abbvie Inc 3.2% 11/21/29 934790 934790 L3Harris Tech Inc 2.9% 12/15/29 542189 542189 Phillips 66 3.15% 12/15/29 1600851 1600851 PNC Finl Services 2.55% 1/22/30 874773 874773 CSX Corp 2.4% 2/15/30 706677 706677 REP Services Inc 2.3% 3/1/30 879239 879239 CVS Health Corp 3.75% 4/1/30 1034773 1034773 Boeing Co 5.15% 5/1/30 509005 509005 Becton Dickinson & Co 2.823% 5/20/30 893767 893767 Vulcan Materials Co 3.5% 6/1/30 1023144 1023144 NetApp Inc 2.7% 6/22/30 882942 882942 Thermo Fisher Scientific 4.977% 8/10/30 1024457 1024457 Servicenow Inc 1.4% 9/1/30 1068722 1068722 Broadcom Inc 4.15% 11/15/30 955180 955180 Walt Disney Company 2.65% 1/13/31 711794 711794 Bristol-Myers Squibb Co 5.75% 2/1/31 856685 856685 Kinder Morgan Inc 2% 2/15/31 830089 830089 Kraft Heinz Foods Co 4.25% 3/1/31 979556 979556 Cencora Inc 2.7% 3/15/31 701642 701642 RTX Corp 6% 3/15/31 1491410 1491410 Illumina Inc 2.55% 3/23/31 761061 761061 Marriott Intl 2.85% 4/15/31 778926 778926 Whirlpool Corp 2.4% 5/15/831 832491 832491 Gen Motors Finl Co 2.7% 6/10/31 1006149 1006149 SalesForce Inc 1.95% 7/15/31 1110324 1110324 Transcanda Pipelines 2.5% 10/12/31 1003005 1003005 Bluemountain Credit Alt Fund FMV 18231 18231 Taconic Opp Offshore Fd FMV 8234576 8234576 Third Pt Offshore Fd Ltd FMV 8329813 8329813 Vanguard FTSE Dev Mkt FMV 28731426 28731426 Vanguard FTSE Emrg Mkt FMV 31191612 31191612 Vanguard MID-CAP ETF FMV 43545788 43545788 Matthews Pacific Tiger Inst FMV 22033415 22033415 iShares Russell 2000 ETF FMV 25395033 25395033 Aristeia International Ltd FMV 10909717 10909717 Mariner Atlantic Ltd FMV 11249521 11249521 PFM Healthcare Offshore Fd FMV 11026378 11026378 CRP VIII FMV 2306348 2306348 Artisan International Fund-INST FMV 28248670 28248670 Artisan Intl Value Fd FMV 29488424 29488424 Fidelity 500 Index Fd FMV 196833953 196833953 The Canyon Value Realization Fund FMV 10126661 10126661 T Rowe Price New Asia FMV 5613968 5613968 BW Private Investors Offshore Ltd FMV 8381580 8381580 Coatue Offshore Fund Ltd FMV 11870253 11870253 Sculptor OF II Private Investors FMV 8921022 8921022 Vanguard Tot Bd MKt Idx FMV 5901840 5901840 RC II Private Investors FMV 10840407 10840407 SVSS V Private Investors FMV 6479598 6479598 Brevan Howard Fund Limited Class J2 FMV 6905835 6905835 Lord Abbett Shrt Dur Inc-F3 FMV 18386901 18386901 Vanguard Total Bond Market FMV 10874073 10874073 Brep X - Onshore Direct Class A FMV 590203 590203 VP Dislocation Fund II Private FMV 5635567 5635567 Legal Fees 15691 0 0 13466 Accrued Interest/Dividends 1103474 826469 826469 Fees and Licenses 3302 3302 Insurance 6976 Outside Services 77056 77956 Partnership Expenses 353014 353014 Postage & Delivery 519 519 Supplies 1900 1900 Partnership Income 431615 431615 Deferred Excise Tax 366018 1380360 Excise Tax Payable 26218 Investment Management Fees 1183008 1183008 0 0 Excise Tax Provision 1180237