2025-11-05T10:44:38-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 462014396 John H and Regina K Scully Foundation JOHN 4199812966 PO Box 6106 San Rafael CA 94903 Kenneth J Blum Secretary/Dir 2025-11-05 true true Carol Duffield P01257136 4159830200 2024 2025-03-06 01:10:19Z X 724004020 X 7568137 17800616 17800616 2384903 200757478 2384903 1598140 1598140 29351796 21783659 228582 18244 17895 44152 43655 62273 73567 1171467 1171467 929816 89219 83929 305141 287467 2620312 1171467 735095 38919434 38033267 41539746 1171467 38768362 -12187950 20612192 53312025 58507055 58507055 5400000 5400000 5400000 2886 51376 51376 58973654 61275379 61275379 568070813 594748806 594708806 826469 4061404 4061404 681185847 724044020 724004020 439490 387265 886167 1380360 2023666 1819850 3297098 X 679365997 720746922 679365997 720746922 681185847 724044020 679365997 -12187950 53797457 720975504 720975504 Sale of Publicly Traded Securities P 2000-01-01 2024-12-31 200757478 198372575 2384903 2384903 2384903 286509 286509 286509 339885 160000 499885 X 1777 211599 211599 false false false false false false false true true CA DE true false false false false true N/A Kenneth J Blum 4199812966 PO Box 6106 San Rafael CA 949030106 false false false true true false false false false false false false false false false false true false false true false false false false John Scully PO Box 6106 San Rafael CA 94903 Pres/Dir 1.00 0 Regina K Scully PO Box 6106 San Rafael CA 94903 CFO/Dir 1.00 0 Kenneth J Blum PO Box 6106 San Rafael CA 94903 Secretary/Dir 10.00 0 David Johnson PO Box 6106 San Rafael CA 94903 Exec. Assist. 40.00 117215 Sean Dash PO Box 6106 San Rafael CA 94903 Exec. Assist. 40.00 111367 JP Morgan Chase 2029 Century Park East 39th Fl Los Angeles CA 90067 Investment Mgmt 1090369 Kramer Blum & Associates Inc PO Box 6106 San Rafael CA 94903 Admin Support 209039 Michele Bernhardt LLC 351 Old Post Road Marlboro NY 12542 Consulting 60000 Stifel Nicolaus & Co Inc 501 North broadway St Louis MO 63102 Investment Mgmt 90031 584808987 12909116 0 597718103 0 597718103 8965772 588752331 29437617 29437617 286509 286509 29151108 29151108 29151108 38768362 38768362 29151108 50112636 28967255 43363719 122443610 38768362 0 29151108 9617254 132060864 0 50112636 81948228 28967255 43363719 9617254 X Making Waves Academy 4123 Lakeside Drive Richmond CA 94806 N/A PC General Support 7100000 Making Waves Foundation 3025 Research Drive Richmond CA 94806 N/A POF Construction 335004 Making Waves Foundation 3025 Research Drive Richmond CA 94806 N/A POF General Support 3488263 Princeton University PO Box 5357 Princeton NJ 08543 N/A PC Annual Fund 10000 Liberty Science Center 222 Jersey City Blvd Jersey City NJ 07305 N/A PC Train Exhibition 100000 iMentor 199 Water Street 8th Floor New York NY 10038 N/A PC General Support 100000 Academy Musuem Foundation 6067 Wilshire Blvd Los Angeles CA 90036 N/A PC General Support 100000 Oceana 1025 Connecticut Ave NW 2nd Fl Washington DC 20036 N/A PC General Support 25000 AHA Attitude Harmony Achievement 1209 De La Vina Suite A Santa Barbara CA 93101 N/A PC Legacy Fund 100000 Artemis Rising Foundation PO Box 6106 San Rafael CA 94903 N/A PF General Support 25000000 Hamptons Lifeguard Association 7 Meadow Way East Hampton NY 11937 N/A PC General Support 50000 Academy Musuem Foundation 6067 Wilshire Blvd Los Angeles CA 90036 N/A PC General Support 50000 Amalgamated Charitable Foundation 1825 K Street NW Washington DC 20006 N/A PC Rhizome Food & Farming 250000 Brooklyn Workforce Innovations 621 Degraw St Brooklyn NY 11121 N/A PC 2024 Hero Award 10000 Chandler Lodge Foundation 11455 Chandler Blvd North Hollywood CA 91601 N/A PC General Support 100000 Child Mind Institute 215 E 50th St New York NY 10022 N/A PC General Support 20000 Creative Visions Foundation 18820 Pacific Coast Highway 201 Malibu CA 90265 N/A PC General Support 250000 En Garde Arts 109 Bergen St Apt 2 Brooklyn NY 11201 N/A PC General Support 50000 Everglades Foundation 18001 Old Cutler Road Suite 625 Palmetto Bay FL 33157 N/A PC General Support 5000 Fractured Atlas PO Box 55 Hartsdale NY 10530 N/A PC General Support 100000 New York Stage Film PO Box 1333 New York NY 10018 N/A PC General Support 25000 Palm Beach Civic Association 139 N County Rd 33 Palm Beach FL 33480 N/A PC General Support 25000 Pamoja Initiative 360 Cabrini Blvd Apt 6j New York NY 10040 N/A PC General Support 100000 San Francisco Giants Community Fund 24 Willie Mays Plaza San Francisco CA 94107 N/A PC General Support 10000 Society of the Four Arts 100 Four Arts Plaza Palm Beach FL 33480 N/A PC Programming Department 250000 Studio Musuem in Harlem 310 Llenox Ave 3rd Floor New York NY 10027 N/A PC General Support 15000 WomenOne 19 E 88th St New York NY 10128 N/A PC General Support 150000 WomenOne 19 E 88th St New York NY 10128 N/A PC General Support 150000 Amber Waves Farm 375 Main Street Amagansett NY 11930 N/A PC Education Programs 65000 38033267 Discount Grants Payable PO Box 6106 San Rafael CA 94903 N/A PC Discount Grants Payable -213833 AHA Attitude Harmony Achievement 1209 De La Vina Suite A Santa Barbara CA 93101 N/A PC Legacy Fund 200000 Liberty Science Center 222 Jersey City Blvd Jersey City NJ 07305 N/A PC Train Exhibition 900000 886167 14 17800616 18 2384903 Partnership Income 14 1598140 21783659 21783659 false false false false false false false false false false X X 1 Scully 1994 Family Trust No 2 591 Redwood Highway Ste 3250 Mill Valley CA 94941 7568137 X Accounting Fees 27720 0 0 27720 Audit & Tax Preparation 34553 0 0 45847 Kenneth J Blum In 2024, the Foundation compensated Kramer Blum and Associates, Inc. $209,039 to provide administrative support to the Foundation. Compensation to a disqualified person for services which are necessary to carry out the exempt purpose of the Foundation if not excessive is not self dealing under Regulation 53.4941(d)-3(c). Making Waves Foundation 3025 Research Drive Richmond CA 94806 2024-01-31 3488263 General Support No Making Waves Foundation 3025 Research Drive Richmond CA 94806 2024-01-31 335004 Construction No Artemis Rising Foundation PO Box 6106 San Rafael CA 94903 2024-01-25 25000000 General Support No Bk of Amer Corp Sr NTS Var Rt 880966 880966 L3Harris Tech Inc 5.4% 7/31/33 598927 598927 BK of NY Mellon Corp SR NTS 3.4% 1/29/28 964619 964619 Waste Mgmt Inc 3.125% 3/1/25 813944 813944 The Campbells Co 2.375% 4/24/30 592240 592240 Autodesk Inc Sr Nts 4.375% 6/15/25 181096 181096 Roper Technologies Inc SR NTS 1.75% 1149943 1149943 Carrier Global Corp 2.242% 2/15/25 629092 629092 Huntington Ingalls Indus 3.844% 5/1/25 474470 474470 Equinix Inc 1% 9/15/25 854740 854740 Plains All Amer Pipeline 4.65% 10/15/25 556789 556789 Stryker Corp 3.375% 11/1/25 945737 945737 JPMorgan Chase & Co DTD 12/15/25 927868 927868 McKesson Corp 5.1% 7/15/33 895148 895148 Norfolk Southern Corp 3.0% 3/15/32 872323 872323 McDonald's Corp 4.8% 8/14/28 500929 500929 Williams Companies Inc 5.3% 8/15/28 1009555 1009555 Ingersoll-Rand GL HLD Co 3.75% 8/21/28 227489 227489 Crown Castle Inc 4.8% 9/1/28 1260521 1260521 Roper Technologies Inc 4.2% 9/15/28 488110 488110 Citibank NA 5.803% 9/29/28 928097 928097 Conagra Brands Inc 4.85% 11/1/28 1492207 1492207 RTX Corp 4.125% 11/16/28 973319 973319 Baxter Intl Inc 2.272% 12/1/28 901420 901420 Cubesmart Lp 2.25% 12/15/28 449751 449751 Humana Inc 3.7% 3/23/29 943915 943915 Goldman Sachs Group Inc DTD 5/1/29 486506 486506 Boardwalk Pipelines Lp 4.8% 5/3/29 986099 986099 IBM Corp 3.5% 5/15/29 1231924 1231924 Cabot Corp 4% 7/1/29 477769 477769 Amern Express Co DTD 7/27/29 1011248 1011248 Constellation Brands Inc 3.15% 8/1/29 920798 920798 Amern Tower Corp 3.8% 8/15/29 568002 568002 Amgen Inc 4.05% 8/18/29 192570 192570 Walt Disney Company 2% 9/1/29 711386 711386 Oracle Corp 6.15% 11/9/29 1048881 1048881 Abbvie Inc 3.2% 11/21/29 928152 928152 L3Harris Tech Inc 2.9% 12/15/29 542900 542900 Phillips 66 3.15% 12/15/29 1605749 1605749 PNC Finl Services 2.55% 1/22/30 888035 888035 CSX Corp 2.4% 2/15/30 709628 709628 REP Services Inc 2.3% 3/1/30 878407 878407 CVS Health Corp 3.75% 4/1/30 1007560 1007560 Boeing Co 5.15% 5/1/30 492991 492991 Becton Dickinson & Co 2.823% 5/20/30 895761 895761 Vulcan Materials Co 3.5% 6/1/30 1019570 1019570 NetApp Inc 2.7% 6/22/30 882230 882230 Thermo Fisher Scientific 4.977% 8/10/30 1008602 1008602 Servicenow Inc 1.4% 9/1/30 1080443 1080443 Broadcom Inc 4.15% 11/15/30 956866 956866 Walt Disney Company 2.65% 1/13/31 708188 708188 Bristol-Myers Squibb Co 5.75% 2/1/31 832049 832049 Kinder Morgan Inc 2% 2/15/31 1004456 1004456 Kraft Heinz Foods Co 4.25% 3/1/31 954221 954221 Cencora Inc 2.7% 3/15/31 693885 693885 RTX Corp 6% 3/15/31 1468643 1468643 Illumina Inc 2.55% 3/23/31 851539 851539 Marriott Intl 2.85% 4/15/31 786232 786232 Whirlpool Corp 2.4% 5/15/831 823005 823005 Gen Motors Finl Co 2.7% 6/10/31 1016749 1016749 SalesForce Inc 1.95% 7/15/31 1091063 1091063 Transcanda Pipelines 2.5% 10/12/31 1018494 1018494 Trane Tech Global 3.75% 8/21/28 578992 578992 Polaris Inc 6.95% 3/15/29 526292 526292 Advance Auto Parts 3.9% 4/15/30 71315 71315 Dentsply Sirona Inc 3.25% 6/1/30 1060034 1060034 Textron Inc 3.0% 6/1/30 899108 899108 Targa Res Partners 4.875% 2/1/31 144831 144831 Amgen 2.3% 2/25/31 170286 170286 Verizaon Communications 2.55% 3/21/31 430585 430585 Pfizer Inc 1.75% 8/18/31 395305 395305 Autodesk Inc 2.4% 12/15/31 1176241 1176241 Cheniere Energy Partners 3.25% 1/31/32 57229 57229 Honeywell Intl 4.75% 2/1/32 983865 983865 Kinder Morgan 7.75% 3/15/32 112876 112876 Corebridge Financial 3.9 % 4/5/32 309453 309453 Intel Corp 4.15% 8/5/32 91024 91024 Broadcom Inc 4.3% 11/15/32 943143 943143 Zoetis Inc 5.6% 11/16/32 1030984 1030984 Bluemountain Credit Alt Fund FMV 21205 21205 Taconic Opp Offshore Fd FMV 3762489 3762489 Third Pt Offshore Fd Ltd FMV 5470905 5470905 Vanguard FTSE Dev Mkt FMV 27154013 27154013 Vanguard FTSE Emrg Mkt FMV 19217118 19217118 Vanguard MID-CAP ETF FMV 36558762 36558762 iShares Russell 2000 ETF FMV 26551879 26551879 Aristeia International Ltd FMV 6260689 6260689 Mariner Atlantic Ltd FMV 7326763 7326763 PFM Healthcare Offshore Fd FMV 7555548 7555548 CRP VIII FMV 1959449 1959449 Artisan International Fund-INST FMV 29132977 29132977 Artisan Intl Value Fd FMV 28831215 28831215 Fidelity 500 Index Fd FMV 175571079 175571079 The Canyon Value Realization Fund FMV 6466460 6466460 T Rowe Price New Asia FMV 2608518 2608518 BW Private Investors Offshore Ltd FMV 5929397 5929397 Coatue Offshore Fund Ltd FMV 9050356 9050356 Sculptor OF II Private Investors FMV 5186125 5186125 Vanguard Tot Bd MKt Idx FMV 10720202 10720202 RC II Private Investors FMV 8148410 8148410 SVSS V Private Investors FMV 10261170 10261170 Brevan Howard Fund Limited Class J2 FMV 6421800 6421800 Lord Abbett Shrt Dur Inc-F3 FMV 34603154 34603154 Vanguard Total Bond Market FMV 36853444 36853444 Brep X - Onshore Direct Class A FMV 3476448 3476448 VP Dislocation Fund II Private FMV 6361830 6361830 iShares MSCI All Country FMV 16442315 16442315 Coatue Offshore Fund Ltd FMV 281178 281178 Taconic Opp Offshore Fd FMV 436482 436482 Third Pt Offshore Fd Ltd FMV 292379 292379 Third Pt Offshore Fd Ltd FMV 266779 226779 Third Pt Offshore Fd Ltd FMV 15048 15048 Blackrock High Yield FMV 13665666 13665666 Doubleline Ttl Rtrn FMV 15895755 15895755 T Rowe Price Inst Fltng FMV 10021119 10021119 Vanguard Int Term Corp FMV 15970680 15970680 Legal Fees 44152 0 0 43655 Accrued Interest/Dividends 826469 4061404 4061404 Fees and Licenses 3283 3283 Insurance 7207 14183 Office Expenses 4636 4636 Outside Services 277589 252939 Payroll Fees 2850 2850 Postage & Delivery 300 300 Supplies 8769 8769 Telephone 507 507 Partnership Income 1598140 1598140 Deferred Excise Tax 1380360 2023666 M South 2700000 R Moor 2700000 Investment Management Fees 1171467 1171467 0 0 Excise Tax Provision 929816