2016-10-18T10:13:32-07:00 2015-12-31 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2015-01-01 462014396 Scully Memorial Foundation SCUL 4153836600 591 Redwood Highway Mill Valley CA 94941 John Scully President 2016-10-18 false Michael Fontanello P01471027 4159830200 2015 2017-02-10 21:41:12Z X 423467065 X 144804737 22741 22741 910931 910931 519635 31330289 519635 2144120 2144120 148402164 3597427 30100 30100 17450 17450 186254 186254 5367 5390 898 4492 244561 187152 52042 17675000 17675000 17919561 187152 17727042 130482603 3410275 193369194 169271143 169271143 22818 22818 22818 126726 126726 28838410 14241609 14241609 90972483 239694634 239694634 110135 110135 313180087 423467065 423467065 86190 31907 31907 86190 X 145716237 256210673 261741 167170202 167170202 313148180 423380875 313180087 423467065 313148180 130482603 443630783 20249908 423380875 Sale of Publicly Traded Secuties P 2000-01-01 2015-12-31 31330289 30810654 519635 519635 519635 false 675392 186567338 0.00362 10031 15512053 0.00065 0.004267 0.002134 305954315 652907 34103 687010 17727042 X 34103 34103 34103 160787 160787 X 126684 126684 false false false false false false false false true true CA true false false false false true N/A Lori Kulvin Crawford 4153836600 591 Redwood Highway Ste 3215 Mill Valley CA 94941 false false false true false false false false false false false false false false false false false false true false false true false false false false John Scully 591 Redwood Highway Ste 3215 Mill Valley CA 94941 President 1.00 0 Ronald A Cohan 591 Redwood Highway Ste 3215 Mill Valley CA 94941 Director 1.00 0 Hamid Moghadam 591 Redwood Highway Ste 3215 Mill Valley CA 94941 Director 1.00 0 Eli Weinberg 591 Redwood Highway Ste 3215 Mill Valley CA 94941 Director 1.00 0 Lori Kulvin Crawford 591 Redwood Highway Ste 3215 Mill Valley CA 94941 CFO/Sec'tary 1.00 0 NONE NONE 48630951 100348323 161634244 310613518 0 310613518 4659203 305954315 15297716 15297716 34103 34103 15263613 15263613 15263613 17727042 17727042 34103 17692939 15263613 9280011 17727042 9280011 0 8447031 6816582 X Stanford University GSB 655 Knight Way Stanford CA 94305 N/A PC General Support 100000 California Academy of Sciences 55 Music Concourse Dr San Francisco CA 94118 N/A PC General Support 200000 KIPP Bay Area Schools 1404 Franklin Street Ste 500 Oakland CA 94612 N/A PC General Support 200000 California Charter School Associati 250 E 1st Street Suite 1000 Los Angeles CA 90012 N/A PC General Support 500000 Making Waves Foundation 3220 Blume Dr Ste 250 Richmond CA 94806 N/A POF Real Estate Acq 3225000 Making Waves Foundation 3220 Blume Dr Ste 250 Richmond CA 94806 N/A POF Real Estate Acq 11950000 Making Waves Foundation 3220 Blume Dr Ste 250 Richmond CA 94806 N/A POF General Support 1500000 17675000 14 22741 14 910931 18 519635 Partnership Income 14 2144120 3597427 3597427 false false false false false false false false false false X X 1 Scully 1994 Family Trust No 2 591 Redwood Highway Ste 3215 Mill Valley CA 94941 144804737 X Accounting Fees 17450 0 0 17450 Making Waves Foundation 3220 Blume Dr Ste 250 Richmond CA 94806 2015-12-12 16675000 Real Estate Acquisitions and General Support 16675000 No Various 2015-12-12 Making Waves Foundation had expended all funds granted in 2015. All expenses were verified by reports provided by the recipient.No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. Liberty Global PLC, 104,000 Sh 4240080 4240080 Oasis Petroleum Inc, 698,000 Sh 5144260 5144260 Liberty LiLac Group C, 52,000 Sh 223600 223600 ADT Corp, 4,185 Sh 138021 138021 ADT Corp, 4,185 Sh 138021 138021 AGCO Corp, 2,545 Sh 115518 115518 AGCO Corp, 2,545 Sh 115518 115518 Broadridge Financial, 1,945 Sh 104505 104505 Broadridge Financial, 1,945 Sh 104505 104505 Centene Corp, 1,905 Sh 125368 125368 Centene Corp, 1,905 Sh 125368 125368 Chicago Bridge & Iron Co, 3,290 Sh 128277 128277 Chicago Bridge & Iron Co, 3,245 Sh 126523 126523 Clean Harbors Inc, 3,325 Sh 138486 138486 Clean Harbors Inc, 3,325 Sh 138486 138486 Darling Ingredients Inc, 12,400 Sh 130448 130448 Darling Ingredients Inc, 12,395 Sh 130395 130395 Flowserve Corp, 2,880 Sh 121190 121190 Flowserve Corp, 2,880 Sh 121190 121190 Hanesbrands Inc, 4,200 Sh 123606 123606 Hanesbrands Inc, 4,200 Sh 123606 123606 Idex Corp, 1,475 Sh 113000 113000 Idex Corp, 1,475 Sh 113000 113000 Knowles Corp, 6,330 Sh 84379 84379 Knowles Corp, 6,330 Sh 84379 84379 Murphy USA Inc, 1,285 Sh 78051 78051 Murphy USA Inc, 1,285 Sh 78051 78051 Newfield Exploration Co, 3,295 Sh 107285 107285 Newfield Exploration Co, 3,295 Sh 107285 107285 OGE Energy Corp, 4,570 Sh 120145 120145 OGE Energy Corp, 4,570 Sh 120145 120145 Pentair PLC, 1,720 Sh 85192 85192 Pentair PLC, 1,720 Sh 85192 85192 Polaris Industries Inc, 1,135 Sh 97553 97553 Polaris Industries Inc, 1,135 Sh 97553 97553 Thor Industries Inc, 1,610 Sh 90402 90402 Thor Industries Inc, 1,610 Sh 90402 90402 Timken Co, 3,530 Sh 100922 100922 Timken Co, 3,530 Sh 100922 100922 Trinity Industries Inc, 4,435 Sh 106529 106529 Trinity Industries Inc, 4,435 Sh 106529 106529 Western Union Co, 7,115 Sh 127429 127429 Western Union Co, 7,115 Sh 127429 127429 Westrock Company, 1,785 Sh 81432 81432 Westrock Company, 1,785 Sh 81432 81432 SPO Advisory Partners, LP FMV 145072424 145072424 Dodge & Cox Intl Stock Fd, 119,701.96 Sh FMV 4366727 4366727 Virtus Emerging Mkt Opp-I, 223,214.29 Sh FMV 2000000 2000000 Matthews Asia Div-Inst, 90,252.71 Sh FMV 1385379 1385379 Vanguard FTSE Dev Mkt, 152,550 Sh FMV 5601636 5601636 SPDR S&P 500 ETF Trust, 46,335 Sh FMV 9446316 9446316 Vanguard MID-CAP ETF, 56,046 Sh FMV 6731685 6731685 JPM Inflation Mgd Bd Fd, 120,889.75 Sh FMV 1218569 1218569 Bloom Tree Offshore Fund, Ltd, 1,500 Sh FMV 1572448 1572448 Bloom Tree Offshore Fund, Ltd, 250 Sh FMV 253314 253314 Bluemountain Credit Alt Fund, 12,400 Sh FMV 1192841 1192841 Bluemountain Credit Alt Fund, 2,600 Sh FMV 250112 250112 Bridgewater Prvt Invst Offshr, 12,500 Sh FMV 1127013 1127013 Eton Park Overseas Fd, Ltd, 1,250 Sh FMV 1204153 1204153 Eton Park Overseas Fd, Ltd, 750 Sh FMV 733906 733906 Goldentree Offshore Fd, Ltd, 1,250 Sh FMV 1170428 1170428 GSO Spcl Sit Ovrsea Fd Ltd, 1,000 Sh FMV 888590 888590 GSO Spcl Sit Ovrsea Fd Ltd, 500 Sh FMV 464309 464309 Jana Offshore Prtnrs, Ltd, 1,250 Sh FMV 1138817 1138817 Miura Global Fd, Ltd, 1,500 Sh FMV 1406328 1406328 Miura Global Fd, Ltd, 250 Sh FMV 250330 250330 Monarch Debt Recovry Fd Ltd, 1,250 Sh FMV 1183738 1183738 OCH-ZIFF OZOFII Pvt Inv Ltd, 7,051.78 Sh FMV 1195977 1195977 Third Pt Offshore Fd, Ltd, 12,500 Sh FMV 1283333 1283333 Winton Ftrs Fd Ltd, 12,500 Sh FMV 1245156 1245156 Bloom Tree Offshore Fund, Ltd, 1,500 Sh FMV 1572448 1572448 Bloom Tree Offshore Fund, Ltd, 250 Sh FMV 253314 253314 Bluemountain Credit Alt Fund, 12,400 Sh FMV 1192841 1192841 Bluemountain Credit Alt Fund, 2,600 Sh FMV 250112 250112 Bridgewater Prvt Invst Offshr, 12,500 Sh FMV 1127013 1127013 Dodge & Cox Intl Stock Fd, 119,701.96 Sh FMV 4366727 4366727 Eton Park Overseas Fd, Ltd, 1,250 Sh FMV 1204153 1204153 Eton Park Overseas Fd, Ltd, 750 Sh FMV 733906 733906 Goldentree Offshore Fd, Ltd, 1,250 Sh FMV 1170428 1170428 GSO Spcl Sit Ovrsea Fd Ltd, 1,000 Sh FMV 888590 888590 GSO Spcl Sit Ovrsea Fd Ltd, 500 Sh FMV 464309 464309 Jana Offshore Prtnrs, Ltd, 1,250 Sh FMV 1138817 1138817 JPM Inflation Mgd Bd Fd, 120,889.75 Sh FMV 1218569 1218569 Matthews Asia Div-Inst, 90,252.71 Sh FMV 1385379 1385379 Miura Global Fd, Ltd, 1,500 Sh FMV 1406328 1406328 Miura Global Fd, Ltd, 250 Sh FMV 250330 250330 Monarch Debt Recovry Fd Ltd, 1,250 Sh FMV 1183738 1183738 OCH-ZIFF OZOFII Pvt Inv Ltd, 7,051.78 Sh FMV 1195977 1195977 SPDR S&P 500 ETF Trust, 46,335 Sh FMV 9446316 9446316 Third Pt Offshore Fd, Ltd, 12,500 Sh FMV 1283333 1283333 Vanguard FTSE Dev Mkt, 152,550 Sh FMV 5601636 5601636 Vanguard MID-CAP ETF, 56,046 Sh FMV 6731685 6731685 Virtus Emerging Mkt Opp-I, 223,214.29 Sh FMV 2000000 2000000 Winton Ftrs Fd Ltd, 12,500 Sh FMV 1245156 1245156 Legal Fees 30100 0 0 30100 Accrued Interest/Dividends 110135 110135 Bank Charges 568 568 Fees and Licenses 330 330 Insurance 4492 4492 Partnership Income 2144120 2144120 Investment Management Fees 186254 186254 0 0 Excise Tax 5367