2020-11-12T17:25:43-06:00 2019-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2019-01-01 200414306 IRENE S SCULLY FAMILY FOUNDATION IREN 4154614451 100 DRAKES LANDING ROAD NO 105 GREENBRAE CA 94904 IRENE S SCULLY PRESIDENT 4154614451 2020-11-12 1 DAVID C CUNEO P00394891 4159818766 2020-11-12 12.2.150.130 2020-11-12 15:21:52 PS P 558C22E7031C17682A4215466F93A8DF87D5234D 558C22E7031C17682A4215466F93A8DF87D5234D 2019 2021-04-22 16:20:28Z X 44197002 X X 1087800 1087800 416458 38426752 416458 35913 26163 1540171 1530421 53343 0 53343 268733 55988 212745 51954 25977 25977 269154 269154 0 21519 5178 16342 3381 1691 70613 13991 56623 8529 0 8529 79939 50260 29679 827165 422239 403238 1896600 1896600 2723765 422239 2299838 -1183594 1108182 238879 192812 192812 9153549 2926745 2926745 22384884 22577427 26702017 9325427 14232957 14371045 42107 40724 1819 1383 1383 3000 3000 3000 41107558 39934324 44197002 10722 10619 10722 10619 X 0 0 0 0 41096836 39923705 41096836 39923705 41107558 39934324 41096836 -1183594 10463 39923705 0 39923705 RWA P 16437609 16444135 -6526 -6526 LITIGATION SETTLEMENT P 2408 2408 2408 CHARLES SCHWAB 7119 P 6237022 5626471 610551 610551 CHARLES SCHWAB 0829 P 495763 495248 515 515 CHARLES SCHWAB 5776 P 15084251 15444440 -360189 -360189 CAPITAL GAINS DIVIDENDS P 169699 169699 169699 416458 0 2026513 42574345 0.047599 1438878 41326596 0.034817 1650166 38893384 0.042428 1644573 42812073 0.038414 1583176 43899199 0.036064 0.199322 0.039864 42679802 1701388 11082 1712470 2299838 X 11082 0 11082 0 11082 15780 0 0 15780 X 0 4698 4698 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 SUITE 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 SUITE 105 GREENBRAE CA 94904 DIRECTOR, CEO & PRESIDENT 10.00 0 0 0 KATHRYN PETERSON 100 DRAKES LANDING ROAD SUITE 105 GREENBRAE CA 94904 DIRECTOR 20.00 53343 0 0 KATHLEEN MALONEY 100 DRAKES LANDING ROAD SUITE 105 GREENBRAE CA 94904 EXECUTIVE DIRECTOR 40.00 190889 0 0 0 RELEVANT WEALTH ADVISORS 2 BELVEDERE PLACE 350 MILL VALLEY CA 94941 INVESTMENT MANAGEMENT 192028 WETHERBY ASSET MANAGEMENT 580 CALIFORNIA ST 8TH FLOOR SAN FRANCISCO CA 94104 INVESTMENT MANAGEMENT 77126 0 0 35388816 7940932 0 43329748 0 0 43329748 649946 42679802 2133990 2133990 11082 11082 2122908 9750 2132658 0 2132658 2299838 0 2299838 11082 2288756 2132658 648758 0 0 2299838 648758 0 0 1651080 0 0 0 0 0 0 0 0 481578 0 0 0 IRENE S SCULLY KATHLEEN MALONEY 100 DRAKES LANDING ROAD SUITE 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 1896600 1896600 EDUCATE78 2323 BROADWAY OAKLAND CA 94612 N/A PC GENERAL SUPPORTING STATEMENT 100000 EDUCATION FOR CHANGE 333 HEGENBERGER ROAD SUITE 600 OAKLAND CA 94621 N/A PC GENERAL OPERATING SUPPORT 80000 GO PUBLIC SCHOOLS 134 LINDEN STREET OAKLAND CA 94607 N/A PC WCC GENERAL OPERATING SUPPORT 200000 REFUGEE AND IMMIGRANT TRANSITIONS 870 MARKET STREET 559 SAN FRANCISCO CA 94102 N/A PC NEWCOMER COMMUNITY ENGAGEMENT PROGRAM 60000 OAKLAND PUBLIC EDUCATION FUND PO BOX 71005 OAKLAND CA 94612 N/A PC AAMA - GENERAL OPERATING SUPPORT 50000 SENECA FAMILY OF AGENCIES 6925 CHABOT ROAD OAKLAND CA 94618 N/A PC UNCONDITIONAL EDUCATION EVALUATION 50000 STUDENTS RISING ABOVE 99 THE EMBARCADERO SAN FRANCISCO CA 94111 N/A PC GENERAL OPERATING SUPPORT 123400 663400 14 1087800 14 35913 18 416458 0 1540171 0 1540171 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 51954 25977 25977 FURNITURE & EQUIPMENT 2010-07-01 22960 22960 200DB 7.000000000000 0 0 LEASEHOLD IMPROVEMENT 2010-07-28 3600 2219 150DB 15.000000000000 212 0 EQUIPMENT 2011-03-23 553 200DB 7.000000000000 0 0 EQUIPMENT 2012-04-25 120 57 200DB 7.000000000000 3 0 COMPUTER 2013-08-22 2629 1138 200DB 7.000000000000 117 0 COMPUTER 2016-01-27 1800 641 200DB 5.000000000000 104 0 COMPUTER 2019-11-15 2945 200DB 5.000000000000 2945 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). CHARLES SCHWAB - INVESTMENT IN STOCK - US - SEE ATTACHED DETAILS 14977427 18700336 CHARLES SCHWAB - INVESTMENT IN STOCK - INTERNATIONAL - SEE ATTACHED DETAILS 7600000 8001681 CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS AT COST 12871293 12777167 CHARLES SCHWAB - REAL ASSETS - SEE ATTACHED DETAILS AT COST 1361664 1593878 FURNITURE & EQUIPMENT 22960 22960 0 LEASEHOLD IMPROVEMENT 3600 2431 1169 SOFTWARE LICENSE 7500 7500 0 EQUIPMENT 553 553 0 EQUIPMENT 120 120 0 COMPUTER 2629 2570 59 COMPUTER 1800 1645 155 COMPUTER 2945 2945 0 SECURITY DEPOSIT 3000 3000 3000 BANK CHARGES 197 197 0 COMMUNICATION EXPENSE 3644 2206 1438 OFFICE EXPENSES 13603 10538 3065 INSURANCE 2910 0 2910 INTEREST 39 39 0 EMPLOYEE BENEFITS 25713 5357 20356 WORKMANS' COMP 1483 309 1174 OUTSIDE SERVICES 32350 31614 736 OTHER INCOME (LOSS) 9750 0 9750 OTHER INCOME (LOSS) - RWA 26163 26163 26163 PRIOR PERIOD ADJUSTMENT 10463 PAYABLES 10722 10619 INVESTMENT 269154 269154 0 PAYROLL TAXES 21491 5150 16342 CALIFORNIA TAXES 28 28 0