2018-11-15T14:07:14-06:00 2017-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2017-01-01 200414306 IRENE S SCULLY FAMILY FOUNDATION IREN 4154614451 100 DRAKES LANDING ROAD NO 105 GREENBRAE CA 94904 IRENE S SCULLY PRESIDENT 4154614451 2018-11-15 1 DAVID C CUNEO P00394891 4159818766 12.2.150.130 2018-11-15 12:00:02 PS P 558C22E7031C17682A4215466F93A8DF87D5234D 558C22E7031C17682A4215466F93A8DF87D5234D 2017 2019-02-21 02:37:17Z X 43955305 X X 758532 758532 454602 21798611 454602 21467 27523 1234601 1240657 50077 0 50077 230209 27515 202695 10750 5375 5375 262450 261008 1442 104 104 0 28762 11664 17098 1649 825 60204 5910 54294 6491 0 6491 60944 17426 43385 711640 329827 380857 1058021 1058021 1769661 329827 1438878 -535060 910830 220296 443570 443570 891535 996863 996863 23805490 22760118 25152272 15769684 15952431 17357273 39162 36835 3976 2327 2327 3000 3000 3000 40693981 40158309 43955305 6349 5737 6349 5737 X 0 0 0 0 40687632 40152572 40687632 40152572 40693981 40158309 40687632 -535060 0 40152572 0 40152572 SCP ENDOWMENT (OFFSHORE) FUND, LTD P 66327 49243 17084 17084 BLACKSTONE GROUP LP P 24212 24212 24212 RBC P 21509976 21294766 215210 215210 RBC - CAPITAL GAIN DISTRIBUTIONS P 198096 198096 198096 454602 0 1650166 38893384 0.042428 1644573 42812073 0.038414 1583176 43899199 0.036064 1724487 42292508 0.040775 1522864 40977982 0.037163 0.194844 0.038969 41326596 1610456 9108 1619564 1438878 18217 0 18217 0 18217 15069 50000 0 65069 X 0 46852 46852 0 0 0 0 0 0 0 0 0 1 1 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 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 50077 0 0 KATHLEEN MALONEY 100 DRAKES LANDING ROAD SUITE 105 GREENBRAE CA 94904 EXECUTIVE DIRECTOR 40.00 175180 0 0 0 RELEVANT WEALTH ADVISORS 2 BELVEDERE PLACE 350 MILL VALLEY CA 94941 INVESTMENT MANAGEMENT 259567 0 0 32237607 1430988 8287340 41955935 0 0 41955935 629339 41326596 2066330 2066330 18217 537 18754 2047576 0 2047576 0 2047576 1438878 0 1438878 0 1438878 2047576 0 0 0 1438878 0 0 0 1438878 0 0 0 0 0 0 0 0 608698 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 C SEE DETAILS ATTACHED 1058021 1058021 0 14 758532 900000 4980 01 16487 18 454602 4980 1229621 0 1234601 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 10750 5375 5375 FURNITURE & EQUIPMENT 2010-07-01 22960 21935 200DB 7.000000000000 1025 0 LEASEHOLD IMPROVEMENT 2010-07-28 3600 1793 150DB 15.000000000000 213 0 EQUIPMENT 2011-03-23 553 200DB 7.000000000000 0 0 EQUIPMENT 2012-04-25 120 46 200DB 7.000000000000 6 0 COMPUTER 2013-08-22 2629 904 200DB 7.000000000000 117 0 COMPUTER 2016-01-27 1800 180 200DB 5.000000000000 288 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). RELEVANT WEALTH ADVISORS - US EQUITIES - SEE ATTACHED STATEMENT 17229019 19285616 RELEVANT WEALTH ADVISORS - INT'L EQUITIES - SEE ATTACHED STATEMENT 5531099 5866656 STERLING STAMOS ENDOWMENT (OFFSHORE)- PHILANTHROPIC FUND, LTD AT COST 7464860 8762466 RELEVANT WEALTH ADVISORS - FIXED INCOME - SEE ATTACHED STATEMENT AT COST 7481610 7467256 RELEVANT WEALTH ADVISORS - OTHER ASSETS & SHORT - SEE ATTACHED STATEMENT AT COST 1005961 1127551 FURNITURE & EQUIPMENT 22960 22960 0 LEASEHOLD IMPROVEMENT 3600 2006 1594 SOFTWARE LICENSE 7500 7500 0 EQUIPMENT 553 553 0 EQUIPMENT 120 112 8 COMPUTER 2629 2336 293 COMPUTER 1800 1368 432 SECURITY DEPOSIT 3000 3000 3000 BANK CHARGES 73 73 0 COMMUNICATION EXPENSE 6010 4347 1662 OFFICE EXPENSES 9394 7801 1593 INSURANCE 2930 288 2642 EMPLOYEE BENEFITS 28436 2789 25645 PARTNERSHIP EXPENSES 838 838 0 WORKMANS' COMP 1931 190 1741 OUTSIDE SERVICES 11202 1100 10102 CALIFORNIA SECRETARY OF STATE LATE FILING PENALTY 130 0 0 RELEVANT WEALTH ADVISORS 27427 27427 27427 BLACKSTONE GROUP LP 96 96 96 BLACKSTONE GROUP LP UBTI 4980 0 4980 OTHER INCOME (LOSS) -11036 0 -11036 CREDIT CARD PAYABLE 6349 5737 BOOKKEEPING 2883 1441 1442 INVESTMENT 259567 259567 0 PAYROLL TAXES 18843 1850 16993 CA FILING FEES 105 0 105 FOREIGN TAXES PAID 9810 9810 0 CA UBTI 4 4 0