IRENE S SCULLY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- IRENE S SCULLY FAMILY FOUNDATION (EIN 20-0414306)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349103982
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:43:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942186350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEGARI & MORRIS ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA STREET 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200414306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRENE S SCULLY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MEI KUANG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IREN | BusinessNameControlTxt |
| Phone | 4154614451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941095308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN MALONEY | PersonNm |
| Person Title | EXEC DIRECTOR | PersonTitleTxt |
| Phone | 4154614451 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID C CUNEO | PreparerPersonNm |
| PTIN | P00394891 | PTIN |
| Phone | 4159818766 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,361,402 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $913,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $913,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $280,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,558,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $280,695 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162,041 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $161,347 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,356,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,355,645 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $314,518 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $314,518 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,419 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,669 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,502 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,251 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,251 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $347,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,449 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $181,287 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,898 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $106 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $53 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,343 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $107,343 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,356 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,356 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,188 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $923,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $685,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,439,993 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,439,993 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,363,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,125,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,006,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,135,873 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,400 | CashBOYAmt |
| Cash EOY | $104,762 | CashEOYAmt |
| Cash EOYFMV | $104,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $414,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $931,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $931,744 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,937,946 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,426,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,426,915 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,090,486 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,894,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,894,981 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,732 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,732 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $531 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $3,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,580,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,361,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,361,402 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $2,140,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,790 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,242 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,149,242 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $35,575,854 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,212,160 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,575,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,212,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,580,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,361,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,575,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,006,912 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,531,818 | OtherIncreasesAmt |
| Subtotal | $40,100,760 | SubtotalAmt |
| Other Decreases | $888,600 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,212,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP | P | $191,240 | -$191,240 | -$191,240 | |
| GT OFFSHORE FUND LTD CL A | P | $37,604 | $37,604 | $37,604 | |
| GT OFFSHORE FUND LTD CL B | P | $51,856 | $51,856 | $51,856 | |
| K-1 GT BIOTECH FUND LP | P | $62,197 | $62,197 | $62,197 | |
| CHARLES SCHWAB #5776 | $6,315,699 | $219,055 | $219,055 | $6,534,754 | |
| CHARLES SCHWAB #0829 | $5,628,174 | -$453,317 | -$453,317 | $5,174,857 | |
| CHARLES SCHWAB #7119 | $3,142,655 | $480,393 | $480,393 | $3,623,048 | |
| CAPITAL GAINS DIVIDENDS | P | $74,147 | $74,147 | $74,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $280,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,624 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,624 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,835 | OverpaymentAmt |
| Applied To ES Tax | $15,835 | 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.IRENESCULLYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | IRENE S SCULLY FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 4154614451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941095308 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| IRENE S SCULLY | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | DIRECTOR, CEO & PRESIDENT | 5.00 | $0 | $0 | $0 |
| KATHRYN PETERSON | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | DIRECTOR | 20.00 | $58,576 | $1,614 | $0 |
| KATHLEEN MALONEY | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | EXECUTIVE DIRECTOR | 40.00 | $255,942 | $30,805 | $0 |
| ANDREA SCULLY | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES | |||||
| 660 BUSH ST 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT | $175,404 |
| WETHERBY ASSET MANAGEMENT | |||||
| 580 CALIFORNIA ST 8TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT | $160,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $34,161,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $577,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,132,369 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,871,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,871,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $628,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,243,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,062,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,062,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,789 | TotalTaxAmt |
| Distributable Before Adj | $2,046,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,046,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,046,401 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,125,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,125,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,046,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $498,890 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $498,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,125,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,046,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,079,102 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,577,992 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,577,992 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $498,890 | ExcessFromYear1Amt |
| Excess From Current Year | $3,079,102 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRENE S SCULLY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHLEEN MALONEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4159254340 | RecipientPhoneNum |
| Recipient Email Address | IRENESCULLYFOUNDATION.ORG/APPLICATION | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRANTS APPROVED IN 2023 | |||||||
| PAYABLE IN | FUTURE YEARS | CA | 94109 | N/A | PC | GENERAL | $2,140,000 |
| GRANTS APPROVED IN PRIOR YEARS | |||||||
| PAID IN 2023 | INCLUDED ABOVE | CA | 94109 | N/A | PC | GENERAL | -$888,600 |
| VARIOUS ORGANIZATIONS | |||||||
| SEE ATTACHED | DETAILS | CA | 94109 | N/A | PC | GENERAL | $3,188,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,439,993 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS ORGANIZATIONS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | DETAILS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE DETAILS ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $1,900,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $913,603 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $162,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $280,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,356,339 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,356,339 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $22,502 | Amt |
| Net Investment Income | $11,251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,251 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & EQUIPMENT | 2010-07-01 | $22,960 | $22,960 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2010-07-28 | $3,600 | $3,069 | 150DB | 15.000000000000 | $106 | $0 |
| EQUIPMENT | 2011-03-23 | $553 | 200DB | 7.000000000000 | $0 | $0 | |
| EQUIPMENT | 2012-04-25 | $120 | $60 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2013-08-22 | $2,629 | $1,314 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2016-01-27 | $1,800 | $900 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2019-11-15 | $2,945 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2021-01-13 | $2,787 | 200DB | 5.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII, 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | COMPENSATION PAID TO DIRECTOR (SEE PART VIII) WAS FOR PROFESSIONAL SERVICES AND WAS REASONABLE IN AMOUNT AND THUS AN EXCEPTED ACT AS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-3(C). | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - EQUITIES - SEE ATTACHED DETAILS | StockNm |
| EOY Book Value | $13,426,915 | EOYBookValueAmt |
| EOYFMV | $13,426,915 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS | AT COST | $10,684,754 | $10,684,754 |
| CHARLES SCHWAB - EQUITIES - SEE ATTACHED DETAILS | AT COST | $9,077,861 | $9,077,861 |
| KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP | AT COST | $982,382 | $982,382 |
| GT OFFSHORE FUND LTD CL A | AT COST | $2,320,192 | $2,320,192 |
| GT OFFSHORE FUND LTD CL B | AT COST | $1,780,348 | $1,780,348 |
| ITE RAIL FUND | AT COST | $1,320,232 | $1,320,232 |
| RHF IV HOLDING COMPANY LLC | AT COST | $24,574 | $24,574 |
| DAVIS INVESTMENT VENTURES V | AT COST | $28,076 | $28,076 |
| GT BIOTECH FUND | AT COST | $676,562 | $676,562 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $2,945 | $2,945 | $0 |
| COMPUTER | $2,787 | $2,787 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
| EOYFMV | $3,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO RETAINED EARNINGS FOR GRANTS PAYABLE 12/31/2022 | Desc |
| Amt | $888,600 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $6 | $6 | $0 |
| COMMUNICATION EXPENSE | $4,602 | $0 | $4,602 |
| DUES, SUBSCRIPTIONS, MEMBERSHIPS | $12,261 | $0 | $12,261 |
| OFFICE SUPPLIES | $2,088 | $0 | $2,088 |
| INSURANCE | $3,716 | $0 | $3,716 |
| WORKMANS' COMP | $1,291 | $0 | $1,291 |
| PAYROLL SERVICE FEES | $1,230 | $0 | $1,230 |
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE - PARTNERSHIP EXPENSES | $8,261 | $8,261 | $0 |
| K-1 DAVIS INVESTMENT VENTURES FUND V-B LP | $225 | $225 | $0 |
| K-1 GT BIOTECH FUND LP | $6,647 | $6,647 | $0 |
| K-1 RHF IV HOLDING COMPANY LLC | $4,131 | $4,131 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHARLES SCHWAB - NON-DIVIDEND DISTRIBUTIONS | $694 | $0 | $694 |
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE | -$14,027 | -$14,027 | -$14,027 |
| GT OFFSHORE FUND LTD CL A | $140,622 | $140,622 | $140,622 |
| GT OFFSHORE FUND LTD CL B | $52,545 | $52,545 | $52,545 |
| K-1 GT BIOTECH FUND LP | $1,076 | $1,076 | $1,076 |
| K-1 DAVIS INVESTMENT VENTURES FUND V-B LP | -$18,869 | -$18,869 | -$18,869 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $8,531,818 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLES | Desc |
| BOY Book Value | $4,790 | BOYBookValueAmt |
| EOY Book Value | $9,242 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT | $160,566 | $160,566 | $0 |
| MANAGEMENT | $175,404 | $0 | $175,404 |
| OTHER | $11,766 | $5,883 | $5,883 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,898 | $0 | $13,898 |
| FOREIGN TAXES | $22,749 | $22,749 | $0 |
| FEDERAL EXCISE TAX | $10,173 | $0 | $0 |