2016-11-11T16:41:41-06:00 2015-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 123 MISSION STREET 18TH FL SAN FRANCISCO CA 94105 990PF 2015-01-01 200414306 IRENE S SCULLY FAMILY FOUNDATION IREN 4154614451 100 DRAKES LANDING ROAD NO 105 GREENBRAE CA 94904 IRENE S SCULLY PRESIDENT 4154614451 2016-11-09 1 DAVID C CUNEO P00394891 4159818766 2015 2017-02-10 21:41:12Z X 40685835 X X 25 25 852920 852920 197815 20705057 197815 44345 40098 1095105 1090858 45796 0 45796 202865 55561 147304 36166 18083 18083 263598 260693 2905 107606 4509 12996 2510 1255 32482 8896 23586 11286 1781 9506 61456 21529 35444 763765 372307 295620 1348953 1348953 2112718 372307 1644573 -1017613 718551 191792 177356 177356 494813 8000000 17708211 23319081 21748278 16441986 18308694 18751514 37362 31675 8197 5687 5687 3000 3000 3000 42847999 41813818 40685835 21537 4969 21537 4969 X 0 0 0 0 42826462 41808849 42826462 41808849 42847999 41813818 42826462 -1017613 0 41808849 0 41808849 RELEVANT WEALTH ADVISORS 9152223 9286780 -134557 -134557 RELEVANT WEALTH ADVISORS 11327259 11110465 216794 216794 3,200 SHARES BLACKSTONE GROUP LP 128647 109997 18650 18650 BLACKSTONE GROUP LP 26375 26375 26375 STERLING STAMOS ENDOWMENT FUND P 22570 22570 22570 CAPITAL GAINS DIVIDENDS P 47983 47983 47983 197815 0 1583176 43899199 0.036064 1724487 42292508 0.040775 1522864 40977982 0.037163 2586157 40369605 0.064062 993495 43939956 0.022610 0.200674 0.040135 42812073 1718263 7186 1725449 1644573 14371 0 14371 0 14371 29483 29483 X 15112 15112 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 KATIE PETERSON 100 DRAKES LANDING ROAD SUITE 105 GREENBRAE CA 94904 DIRECTOR 20.00 45796 0 0 KATHLEEN MALONEY 100 DRAKES LANDING ROAD SUITE 105 GREENBRAE CA 94904 DIRECTOR OF PROGRAMS 40.00 154385 0 0 0 RELEVANT WEALTH ADVISORS 2 BELVEDERE PLACE 350 MILL VALLEY CA 94941 INVESTMENT MANAGEMENT 257788 0 0 31596037 3116672 8751325 43464034 0 0 43464034 651961 42812073 2140604 2140604 14371 243 14614 2125990 0 2125990 0 2125990 1644573 0 1644573 0 1644573 2125990 0 0 2030064 2030064 1644573 0 0 0 1644573 0 481417 481417 1548647 0 0 0 0 0 0 0 1548647 1548647 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 1348953 1348953 0 14 25 14 852920 900001 4247 01 40098 18 197815 4247 1090858 0 1095105 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 16540 8270 8270 ACCOUNTING 19626 9813 9813 FURNITURE & EQUIPMENT 2010-07-01 22960 17837 200DB 7.000000000000 2049 0 LEASEHOLD IMPROVEMENT 2010-07-28 3600 1356 150DB 15.000000000000 224 0 EQUIPMENT 2011-03-23 553 200DB 7.000000000000 0 0 EQUIPMENT 2012-04-25 120 34 200DB 7.000000000000 7 0 COMPUTER 2013-08-22 2629 510 200DB 7.000000000000 230 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 15777810 15213282 RELEVANT WEALTH ADVISORS - INT'L EQUITIES - SEE ATTACHED STATEMENT 7541271 6534996 STERLING STAMOS ENDOWMENT (OFFSHORE)- PHILANTHROPIC FUND, LTD AT COST 7395590 8663399 RELEVANT WEALTH ADVISORS - SEE ATTACHED STATEMENT AT COST 1660521 1660521 RELEVANT WEALTH ADVISORS - FIXED INCOME - SEE ATTACHED STATEMENT AT COST 6700079 6264503 RELEVANT WEALTH ADVISORS - OTHER ASSETS - SEE ATTACHED STATEMENT AT COST 2552504 2163091 FURNITURE & EQUIPMENT 22960 19886 3074 LEASEHOLD IMPROVEMENT 3600 1580 2020 SOFTWARE LICENSE 7500 7500 0 EQUIPMENT 553 553 0 EQUIPMENT 120 101 19 COMPUTER 2629 2055 574 SECURITY DEPOSIT 3000 3000 3000 BANK CHARGES 105 105 0 TELEPHONE 2191 740 1451 OFFICE EXPENSES 19878 9924 5471 INSURANCE 2816 771 2045 EMPLOYEE BENEFITS 16536 4529 12007 PARTNERSHIP EXPENSES 1397 1397 0 WORKMANS' COMP 2490 682 1808 OUTSIDE SERVICES 12343 3381 8962 MEMBERSHIPS 3700 0 3700 RELEVANT WEALTH ADVISORS 38803 38803 38803 BLACKSTONE GROUP LP 1295 1295 1295 BLACKSTONE GROUP LP - UBTI 4247 0 4247 CREDIT CARD PAYABLE 21537 4969 BOOKKEEPING 5810 2905 2905 INVESTMENT 257788 257788 0 PAYROLL TAXES 17306 4509 12796 CA FILING FEES 200 0 200 FEDERAL TAX 90100 0 0