IRENE S SCULLY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: IRENE S SCULLY FAMILY FOUNDATION (EIN 20-0414306)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202233189349103858
Schema version: 2021v4.2
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 Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T12:35:09-06:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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

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	100 DRAKES LANDING ROAD 105	AddressLine1Txt
City	GREENBRAE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94904	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHLEEN MALONEY	PersonNm
Person Title	EXEC DIRECTOR	PersonTitleTxt
Phone	4154614451	PhoneNum
Signature	2022-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KATHLEEN	PersonFirstNm
Person Last	MALONEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID C CUNEO	PreparerPersonNm
PTIN	P00394891	PTIN
Phone	4159818766	PhoneNum
Preparation	2022-11-13	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$50,325,936	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	$796,723	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$796,723	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,265,075	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$18,359,279	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,265,075	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$176,756	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$141,809	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,238,554	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,203,607	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$280,218	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$280,218	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$82,651	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$50,241	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$32,410	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$32,782	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$7,978	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$24,803	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,155	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$578	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$578	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$195,442	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$195,442	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$63,785	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$29,305	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$19,480	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$3,051	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$1,526	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$86,473	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$86,473	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$8,977	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$8,977	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$38,924	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$29,558	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$9,364	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$793,458	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$314,628	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$462,303	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,863,280	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,863,280	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,656,738	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$314,628	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,325,583	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$418,184	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,888,979	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$254,553	CashBOYAmt
Cash EOY	$195,911	CashEOYAmt
Cash EOYFMV	$195,911	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,952,233	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,768,619	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,768,619	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$280,753	AcctRcvblAmt
Acct Rcvbl EOY	$280,753	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$280,753	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$21,737,250	CorporateStockBOYAmt
Corporate Stock EOY	$17,511,906	CorporateStockEOYAmt
Corporate Stock EOYFMV	$29,596,045	CorporateStockEOYFMVAmt
Other Investments BOY	$13,324,947	OtherInvestmentsBOYAmt
Other Investments EOY	$18,093,049	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$18,480,864	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$44,894	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$44,150	LandBldgEquipAccumDeprecAmt
Land BOY	$1,008	LandBOYAmt
Land EOY	$744	LandEOYAmt
Land EOYFMV	$744	LandEOYFMVAmt
Other Assets BOY	$3,000	OtherAssetsBOYAmt
Other Assets EOY	$3,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$3,000	OtherAssetsEOYFMVAmt
Total Assets BOY	$38,272,991	TotalAssetsBOYAmt
Total Assets EOY	$37,853,982	TotalAssetsEOYAmt
Total Assets EOYFMV	$50,325,936	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$6,223	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$5,398	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$6,223	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,398	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	$38,266,768	RetainedEarningBOYAmt
Retained Earning EOY	$37,848,584	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$38,266,768	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$37,848,584	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$38,272,991	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$37,853,982	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$38,266,768	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$418,184	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$37,848,584	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$37,848,584	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
CHARLES SCHWAB - LTCG DISTRIBUTIONS	P	2021-01-01	2021-12-31	$115,935	$115,935	$115,935
K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE	P	2021-01-01	2021-12-31	$5,673	$5,673	$5,673
K-1 PORT CAPITAL SMALL CAP FUND II LP	P	2021-01-01	2021-12-31	$61,614	$61,614	$61,614
GT OFFSHORE FUND LTD CL A	P	2021-01-01	2021-12-31	$102,748	$102,748	$102,748
GT OFFSHORE FUND LTD CL B	P	2021-01-01	2021-12-31	$22,481	$22,481	$22,481
CHARLES SCHWAB #0829	P	2021-01-01	2021-12-31	$3,202,798	-$21,027	-$21,027	$3,223,825
CHARLES SCHWAB #5776	P	2021-01-01	2021-12-31	$10,482,381	$418,596	$418,596	$10,063,785
CHARLES SCHWAB #7119	P	2021-01-01	2021-12-31	$4,365,649	$559,055	$559,055	$3,806,594

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,265,075	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$26,257	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$26,257	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$26,257	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,337	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$25,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$36,337	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$280	EsPenaltyAmt
Overpayment	$9,800	OverpaymentAmt
Applied To ES Tax	$9,800	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	100 DRAKES LANDING ROAD 105	AddressLine1Txt
City	GREENBRAE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94904	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 (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
IRENE S SCULLY
100 DRAKES LANDING ROAD 105	GREENBRAE	CA	94904	DIRECTOR, CEO & PRESIDENT	5.00	$0	$0	$0
KATHRYN PETERSON
100 DRAKES LANDING ROAD 105	GREENBRAE	CA	94904	DIRECTOR	20.00	$56,199	$0	$0
KATHLEEN MALONEY
100 DRAKES LANDING ROAD 105	GREENBRAE	CA	94904	EXECUTIVE DIRECTOR	40.00	$224,019	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	JOHANNA M VAN GELDER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 DRAKES LANDING RD SU 105	AddressLine1Txt
City	GREENBRAE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94904	ZIPCd

Field	Value	IRS element (for citing)
Title	GRANTS MANAGER & ADM	TitleTxt
Average Hrs Per Wk Devoted To Pos	25.00	AverageHrsPerWkDevotedToPosRt
Compensation	$82,651	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WETHERBY ASSET MANAGEMENT	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	580 CALIFORNIA ST 8TH FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$195,442	CompensationAmt

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	$41,537,636	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,615,651	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$6,431,162	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$50,584,449	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$50,584,449	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$758,767	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$49,825,682	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,491,284	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,491,284	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$26,257	TaxBasedOnInvestmentIncomeAmt
Total Tax	$26,257	TotalTaxAmt
Distributable Before Adj	$2,465,027	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,465,027	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,465,027	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,325,583	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,325,583	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,465,027	DistributableAsAdjustedAmt
Undistributed Income PY	$378,414	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,325,583	QualifyingDistributionsAmt
Applied To Year1	$378,414	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,947,169	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	$517,858	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	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	100 DRAKES LANDING ROAD 105	AddressLine1Txt
City	GREENBRAE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94904	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

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	ATTACHED	AddressLine1Txt
City	LISTING	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94904	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	$1,863,280	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,863,280	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALLIANCE FOR GIRLS
1203 PRESERVATION PARK WAY SU 200	OAKLAND	CA	94612	N/A	PC	OAKLAND AND WEST CONTRA COSTA PROGRAMS	$60,000
ASPIRE PUBLIC SCHOOLS FOUNDATION
1001 22ND AVE SU 100	OAKLAND	CA	94606	N/A	PC	GENERAL OPERATING SUPPORT ASPIRE RICHMOND	$30,000
LIGHTHOUSE COMMUNITY PUBLIC SCHOOLS
433 HEGENBERGER RD SU 201	OAKLAND	CA	94621	N/A	PC	GENERAL OPERATING SUPPORT	$120,000
NEW LEADERS
30 W 26TH ST 10TH FL	NEW YORK	NY	10010	N/A	PC	OAKLAND & WCC PROGRAMS	$60,000
GO PUBLIC SCHOOLS
5960 SOUTH LAND PARK DR 513	SACRAMENTO	CA	95822	N/A	PC	WCC GENERAL OPERATING SUPPORT	$500,000
STUDENTS RISING ABOVE
99 THE EMBARCADERO	SAN FRANCISCO	CA	94111	N/A	PC	GENERAL OPERATING SUPPORT	$144,000
TEACHER FOR AMERICA BAY AREA
600 CALIFORNIA ST 11TH FL	SAN FRANCISCO	CA	94108	N/A	PC	OPERATING SUPPORT - RICHMOND	$60,000
WEST CONTRA COSTA PUBLIC EDUCATION FUND
1400 MARINA WAY S	RICHMOND	CA	94804	N/A	PC	GENERAL OPERATING & CAPACITY BUILDING SUPPORT	$60,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,034,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$796,723	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$176,756	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,265,075	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,238,554	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,238,554	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	$1,155	Amt
Net Investment Income	$578	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$578	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	$2,644	150DB	15.000000000000	$212	$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	$848	200DB	5.000000000000	$52	$0
COMPUTER	2019-11-15	$2,945		200DB	5.000000000000	$0	$0
COMPUTER	2021-01-13	$2,787		200DB	5.000000000000	$2,787	$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-B, 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 (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CHARLES SCHWAB - INVESTMENT IN STOCK - US - SEE ATTACHED DETAILS	$11,909,656	$17,710,864
CHARLES SCHWAB - INVESTMENT IN STOCK - INTERNATIONAL - SEE ATTACHED DETAILS	$5,602,250	$11,885,181

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS	AT COST	$5,486,796	$5,465,324
CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS	AT COST	$5,128,784	$5,101,377
CHARLES SCHWAB - REAL ASSETS - SEE ATTACHED DETAILS	AT COST	$1,050,000	$1,483,004
KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP	AT COST	$1,287,664	$1,287,664
PORT CAPITAL SMALL CAP FUND II LP	AT COST	$493,654	$493,654
GT OFFSHORE FUND LTD CL A	AT COST	$2,016,637	$2,005,431
GT OFFSHORE FUND LTD CL B	AT COST	$1,822,481	$1,811,795
ITE RAIL FUND	AT COST	$807,033	$832,615

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (9 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
FURNITURE & EQUIPMENT	$22,960	$22,960	$0
LEASEHOLD IMPROVEMENT	$3,600	$2,856	$744
SOFTWARE LICENSE	$7,500	$7,500	$0
EQUIPMENT	$553	$553	$0
EQUIPMENT	$120	$120	$0
COMPUTER	$2,629	$2,629	$0
COMPUTER	$1,800	$1,800	$0
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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATION EXPENSE	$11,014	$8,775	$2,240
GIFTS	$3,032	$0	$3,032
OFFICE EXPENSES	$2,685	$278	$2,407
INSURANCE	$2,944	$2,944	$0
WORKMANS' COMP	-$509	-$509	$0
OUTSIDE SERVICES	$3,113	$1,428	$1,685
K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE - PARTNERSHIP EXPENSES	$7,540	$7,537	$0
K-1 PORT CAPITAL SMALL CAP FUND II LP	$9,105	$9,105	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME (LOSS)	$36,209	$6,127	$36,209
CHARLES SCHWAB - NON-DIVIDEND DISTRIBUTIONS	$4,865	$0	$4,865
K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE	$21,793	$21,793	$21,793
GT OFFSHORE FUND LTD CL A	$113,889	$113,889	$113,889

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	PAYABLES	Desc
BOY Book Value	$6,223	BOYBookValueAmt
EOY Book Value	$5,398	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT	CategoryTxt
Amt	$195,442	Amt
Net Investment Income	$195,442	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$23,060	$3,861	$19,199
FOREIGN TAXES	$25,444	$25,444	$0
CA FILING FEES	$175	$0	$175
FEDERAL EXCISE TAX	$15,000	$0	$0
OTHER TAXES	$106	$0	$106