2021-11-19T18:07:31-06:00 2020-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2020-01-01 200414306 IRENE S SCULLY FAMILY FOUNDATION IREN 4154614451 100 DRAKES LANDING ROAD NO 105 GREENBRAE CA 94904 KATHLEEN MALONEY EXEC DIRECTOR 4154614451 2021-11-16 1 KATHLEEN MALONEY 999009999 DAVID C CUNEO P00394891 4159818766 2021-11-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 47171942 X X 791892 791892 -57872 17632495 0 80021 75598 814041 867490 55787 0 55787 281378 45188 236190 17532 4060 13472 11590 5795 5795 175534 175534 0 40206 22129 18077 375 188 104687 0 104687 11521 0 11521 24418 13079 11338 723028 265973 456867 1747950 1747950 2470978 265973 2204817 -1656937 601517 192812 254553 254553 2926745 2952233 2952233 22577427 21737250 30292733 14232957 13324947 13668415 42107 41099 1383 1008 1008 3000 3000 3000 39934324 38272991 47171942 10619 6223 10619 6223 X 0 0 0 0 39923705 38266768 39923705 38266768 39934324 38272991 39923705 -1656937 0 38266768 0 38266768 CHARLES SCHWAB #0829 2020-01-01 2020-12-31 3180452 3144137 36315 36315 CHARLES SCHWAB #5776 2020-01-01 2020-12-31 8700826 8909166 -208340 -208340 CHARLES SCHWAB #7119 2020-01-01 2020-12-31 5638460 5637064 1396 1396 REALIZED GAIN - STERLING 2020-01-01 2020-12-31 1738 1738 1738 SECURITIES LITIGATION 2020-01-01 2020-12-31 16595 16595 16595 CHARLES SCHWAB LTCG DISTRIBUTIONS 2020-01-01 2020-12-31 94424 94424 94424 -57872 8361 0 8361 0 8361 19698 0 0 0 19698 X 0 11337 11337 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.IRENESCULLYFOUNDATION.ORG IRENE S SCULLY FAMILY FOUNDATION 4154614451 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 55787 0 0 KATHLEEN MALONEY 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 EXECUTIVE DIRECTOR 40.00 199178 0 0 JOHANNA M VAN GELDER 100 DRAKES LANDING RD SU 105 GREENBRAE CA 94904 GRANTS MANAGER & ADM 25.00 70750 0 0 0 WETHERBY ASSET MANAGEMENT 580 CALIFORNIA ST 8TH FLOOR SAN FRANCISCO CA 94104 INVESTMENT MANAGEMENT 175534 0 0 39862149 2980777 0 42842926 0 0 42842926 642644 42200282 2110014 2110014 8361 8361 2101653 0 2101653 0 2101653 2204817 0 2204817 0 2204817 2101653 481578 0 0 2204817 481578 0 0 1723239 0 0 0 0 0 0 0 0 378414 0 0 0 IRENE S SCULLY KATHLEEN MALONEY 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 4159254340 IRENESCULLYFOUNDATION.ORG/APPLICATION SEE WEBSITE SEE WEBSITE SEE WEBSITE SEE ATTACHED LISTING CA 94904 N/A PC SEE DETAILS ATTACHED 1747950 1747950 EDUCATE78 2323 BROADWAY OAKLAND CA 94612 N/A PC GENERAL SUPPORTING STATEMENT 50000 EDUCATION FOR CHANGE 333 HEGENBERGER ROAD SUITE 600 OAKLAND CA 94621 N/A PC GENERAL OPERATING SUPPORT 40000 REFUGEE AND IMMIGRANT TRANSITIONS 870 MARKET STREET 559 SAN FRANCISCO CA 94102 N/A PC NEWCOMER COMMUNITY ENGAGEMENT PROGRAM 60000 STUDENTS RISING ABOVE 99 THE EMBARCADERO SAN FRANCISCO CA 94111 N/A PC GENERAL OPERATING SUPPORT 125950 ALLIANCE FOR GIRLS 1203 PRESERVATION PARK WAY SU 200 OAKLAND CA 94612 N/A PC OAKLAND AND WEST CONTRA COSTA PROGRAMS 120000 ASPIRE PUBLIC SCHOOLS FOUNDATION 1001 22ND AVE SU 100 OAKLAND CA 94606 N/A PC GENERAL OPERATING SUPPORT ASPIRE RICHMOND 60000 LIGHTHOUSE COMMUNITY PUBLIC SCHOOLS 433 HEGENBERGER RD SU 201 OAKLAND CA 94621 N/A PC GENERAL OPERATING SUPPORT 120000 NEW LEADERS 30 W 26TH ST 10TH FL NEW YORK NY 10010 N/A PC OAKLAND & WCC PROGRAMS 120000 TEACHER FOR AMERICA BAY AREA 600 CALIFORNIA ST 11TH FL SAN FRANCISCO CA 94108 N/A PC OPERATING SUPPORT - RICHMOND 120000 WEST CONTRA COSTA PUBLIC EDUCATION FUND 1400 MARINA WAY S RICHMOND CA 94804 N/A PC GENERAL OPERATING & CAPACITY BUILDING SUPPORT 120000 935950 14 791892 18 80021 18 -57872 0 814041 0 814041 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11590 5795 5795 FURNITURE & EQUIPMENT 2010-07-01 22960 22960 200DB 7.000000000000 0 0 LEASEHOLD IMPROVEMENT 2010-07-28 3600 2431 150DB 15.000000000000 213 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 2629 1255 200DB 7.000000000000 59 0 COMPUTER 2016-01-27 1800 745 200DB 5.000000000000 103 0 COMPUTER 2019-11-15 2945 200DB 5.000000000000 0 0 COMPENSATION FORM 990PF, PART VII-B, 1A(4) 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). AMENDED TAX RETURN FORM 990PF, PART VIII, LINES 1 AND 2 WE ARE AMENDING THIS TAX RETURN TO REPORT CHANGES TO PART VIII:LINE 1 - INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES AND CONTRACTORS.-ON THE ORIGINALLY FILED TAX RETURN WE INADVERTANTLY REPORTED WAGES PAID TO KATHLEEN MALONEY, EXECUTIVE DIRECTOR, AS WAGES PAID TO IRENE SCULLY, DIRECTOR, CEO & PRESIDENT. -WE UPDATED THE HOURS FOR IRENE SCULLY FROM 10HRS/WEEK TO 5HRS/WEEK.ON LINE 2 - COMPENSATION OF FIVE HIGHEST-PAID EMPLOYEES-ON THE AMENDED RETURN WE UPDATED THE HOURS PER WEEK FOR JOHANNA M VAN GELDER FROM 40HRS/WEEK TO 25HRS/WEEK. CHARLES SCHWAB - INVESTMENT IN STOCK - US - SEE ATTACHED DETAILS 13301113 17653878 CHARLES SCHWAB - INVESTMENT IN STOCK - INTERNATIONAL - SEE ATTACHED DETAILS 8436137 12638855 CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS AT COST 7117298 7108106 CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS AT COST 5157649 5329804 CHARLES SCHWAB - REAL ASSETS - SEE ATTACHED DETAILS AT COST 1050000 1230505 FURNITURE & EQUIPMENT 22960 22960 0 LEASEHOLD IMPROVEMENT 3600 2644 956 SOFTWARE LICENSE 7500 7500 0 EQUIPMENT 553 553 0 EQUIPMENT 120 120 0 COMPUTER 2629 2629 0 COMPUTER 1800 1748 52 COMPUTER 2945 2945 0 SECURITY DEPOSIT 3000 3000 3000 BANK CHARGES 41 41 0 COMMUNICATION EXPENSE 8723 6049 2674 GIFTS 4422 0 4422 OFFICE EXPENSES 4397 2168 2229 INSURANCE 2957 2957 0 INTEREST 895 895 0 WORKMANS' COMP 1292 178 1113 OUTSIDE SERVICES 1691 791 900 OTHER INCOME (LOSS) 75598 75598 75598 CHARLES SCHWAB - NON-DIVIDEND DISTRIBUTIONS 4423 0 4423 PAYABLES 10619 6223 INVESTMENT 175534 175534 0 PAYROLL TAXES 21442 3395 18047 CALIFORNIA FILING FEES 30 0 30 FOREIGN TAXES 18707 18707 0 MISC TAXES 27 27 0