IRENE S SCULLY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IRENE S SCULLY FAMILY FOUNDATION (EIN 20-0414306)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349101642
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T11:37:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 |
| Business Name Line2 | C/O MEI KUANG | BusinessNameLine2Txt |
| 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 | 1660 BUSH ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941095308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN MALONEY | PersonNm |
| Person Title | EXEC DIRECTOR | PersonTitleTxt |
| Phone | 4154614451 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID C CUNEO | PreparerPersonNm |
| PTIN | P00394891 | PTIN |
| Phone | 4159818766 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,148,149 | 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 | $905,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $905,292 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $471,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,748,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $471,922 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $165,116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $165,116 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,542,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,542,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $341,866 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $329,518 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,259 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,627 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,105 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,535 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $395,699 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,823 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $243,876 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $195,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,724 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,274 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $83,204 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,680 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,056 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,056 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $86,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,364 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,719 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,221,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $251,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $820,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,878,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,239,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,100,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $251,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,059,865 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,557,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,291,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,762 | CashBOYAmt |
| Cash EOY | $110,169 | CashEOYAmt |
| Cash EOYFMV | $110,169 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $931,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $662,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $662,236 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $19,146 | AcctRcvblAmt |
| Acct Rcvbl EOY | $19,146 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $19,146 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $74,780 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $74,780 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,359,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,607,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,607,109 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,962,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,667,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,667,909 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,732 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,732 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $3,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,361,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,148,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,148,149 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $14,230 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,140,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,778,795 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $9,242 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $197,363 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,149,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,990,388 | 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 | $39,212,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,157,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,212,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,157,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,361,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,148,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,212,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,557,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,503,476 | OtherIncreasesAmt |
| Subtotal | $40,157,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,157,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| K-1 KAYNE ANDERSON RENEWAL | P | $74,337 | -$74,337 | -$74,337 | |
| GT OFFSHORE FUND LTD - CL B | P | $89,934 | $89,934 | $89,934 | |
| GT OFFSHORE FUND LTD - CL A | P | $54,977 | $54,977 | $54,977 | |
| K-1 GT BIOTECH FUND LP | P | $49,618 | $49,618 | $49,618 | |
| K-1 RHF IV HOLDING CO | P | $2,301 | $2,301 | $2,301 | |
| CHARLES SCHWAB #5776 | P | $17,724,962 | $218,066 | $218,066 | $17,943,028 |
| CHARLES SCHWAB #7119 | P | $476,883 | -$5,399 | -$5,399 | $471,484 |
| CHARLES SCHWAB #7119 - CASH IN LIEU | P | $22 | $48 | $48 | $70 |
| CAPITAL GAINS DIVIDENDS | P | $136,714 | $136,714 | $136,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $471,922 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,835 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,835 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47,886 | OverpaymentAmt |
| Applied To ES Tax | $47,886 | 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 | 1660 BUSH ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941095308 | 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 (4 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 | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | DIRECTOR, CEO & PRESIDENT | 5.00 | $0 | $0 | $0 |
| KATHRYN PETERSON | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | DIRECTOR | 20.00 | $61,278 | $2,451 | $0 |
| KATHLEEN MALONEY | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | EXECUTIVE DIRECTOR | 40.00 | $268,240 | $22,086 | $0 |
| ANDREA SCULLY | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH ST 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT | $240,111 |
| LNW(FKA WETHERBY ASSET MGMT) | |||||
| 580 CALIFORNIA ST 8TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT | $148,058 |
| 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 | $33,384,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $712,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,036,093 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,132,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,132,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $646,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,485,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,124,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,124,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,949 | TotalTaxAmt |
| Distributable Before Adj | $2,106,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,106,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,106,334 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,059,865 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,059,865 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,106,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $498,890 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,079,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,577,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,059,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,106,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,953,531 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,531,523 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,531,523 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $498,890 | ExcessFromYear2Amt |
| Excess From Year1 | $3,079,102 | ExcessFromYear1Amt |
| Excess From Current Year | $1,953,531 | ExcessFromCurrentYearAmt |
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 | 1660 BUSH ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 | VARIOUS - SEE ATTACHED DETAILS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ORGANIZATIONS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $3,239,580 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,239,580 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS - SEE ATTACHED DETAILS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ORGANIZATIONS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $857,747 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $857,747 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $905,292 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $165,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $471,922 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,542,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,542,330 | 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 | $62,210 | Amt |
| Net Investment Income | $31,105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,535 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII, 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 - EQUITIES - SEE ATTACHED DETAILS | $13,490,822 | $13,490,822 |
| CHARLES SCHWAB - EQUITIES - SEE ATTACHED DETAILS | $11,116,287 | $11,116,287 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - OTHER ASSETS - SEE ATTACHED DETAILS | AT COST | $7,476,965 | $7,476,965 |
| CHARLES SCHWAB - OTHER ASSETS - SEE ATTACHED DETAILS | AT COST | $154,851 | $154,851 |
| KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP | AT COST | $1,004,550 | $1,004,550 |
| GT OFFSHORE FUND LTD CL A | AT COST | $2,552,500 | $2,552,500 |
| GT OFFSHORE FUND LTD CL B | AT COST | $1,913,191 | $1,913,191 |
| ITE RAIL FUND | AT COST | $1,748,200 | $1,748,200 |
| RHF IV HOLDING COMPANY LLC | AT COST | $167,434 | $167,434 |
| DAVIS INVESTMENT VENTURES V | AT COST | $111,271 | $111,271 |
| GT BIOTECH FUND | AT COST | $706,368 | $706,368 |
| ACCOLADE PARTNERS GROWTH III | AT COST | $70,466 | $70,466 |
| ACASTA GROWTH FUND | AT COST | $762,113 | $762,113 |
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 | $6,800 | EOYBookValueAmt |
| EOYFMV | $6,800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $25 | $13 | $12 |
| COMMUNICATION EXPENSE | $6,334 | $0 | $6,334 |
| DUES, SUBSCRIPTIONS, MEMBERSHIPS | $20,623 | $0 | $17,123 |
| GIFTS | $3,701 | $0 | $3,701 |
| OFFICE EXPENSE | $2,228 | $0 | $2,228 |
| OFFICE SUPPLIES | $1,427 | $0 | $1,427 |
| INSURANCE | $1,402 | $0 | $12,479 |
| WORKMANS' COMP | $743 | $0 | $2,170 |
| MEETINGS, CATERING | $2,626 | $0 | $2,626 |
| PAYROLL SERVICE FEES | $4,785 | $0 | $4,619 |
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE - PARTNERSHIP EXPENSES | $8,551 | $8,551 | $0 |
| K-1 DAVIS INVESTMENT VENTURES FUND V-B LP | $132 | $132 | $0 |
| K-1 GT BIOTECH FUND LP | $13,442 | $13,442 | $0 |
| K-1 RHF IV HOLDING COMPANY LLC | $20,226 | $20,226 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE | $664 | $664 | $664 |
| K-1 GT BIOTECH FUND LP | $1,422 | $1,422 | $1,422 |
| K-1 RHF IV HOLDING CO | $1 | $1 | $1 |
| K-1 GT OFFSHORE FUND LTD - CL B | $30,693 | $30,693 | $30,693 |
| K-1 GT OFFSHORE FUND LTD - CL A | $130,400 | $130,400 | $130,400 |
| K-1 DAVIS INVESTMENT VENTURES | -$7,439 | -$7,439 | -$7,439 |
| SCHWAB #5776 - OTHER INCOME | $81 | $81 | $81 |
| SCHWAB #7119 - OTHER INCOME | $9,238 | $9,238 | $9,238 |
| OTHER INCOME | $56 | $56 | $56 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $3,503,476 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLES | $9,242 | $21,531 |
| DEFERRED TAX LIABILITY | $0 | $175,832 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT | $148,058 | $148,058 | $0 |
| MANAGEMENT | $240,111 | $0 | $240,111 |
| OTHER | $7,530 | $3,765 | $3,765 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $20,349 | $0 | $19,254 |
| FOREIGN TAXES | $25,724 | $25,724 | $0 |
| FEDERAL EXCISE TAX | $149,199 | $0 | $0 |
| CA FILING FEES | $20 | $0 | $20 |