IRENE S SCULLY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRENE S SCULLY FAMILY FOUNDATION (EIN 20-0414306)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349102386
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:58:19-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | MALONEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,464,429 | 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 | $826,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $826,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,668,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,255 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150,297 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $146,423 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,178,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,192,353 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $298,991 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $298,991 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,351 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,351 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,605 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,605 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,315 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,823 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,159 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $213 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $107 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $96,476 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $96,476 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,320 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $62 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,258 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $202,797 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $133,111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $897,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $244,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $591,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,553,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,553,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,450,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $244,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,145,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,272,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $947,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $195,911 | CashBOYAmt |
| Cash EOY | $134,400 | CashEOYAmt |
| Cash EOYFMV | $134,400 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,768,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $414,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $414,281 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $280,753 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $17,511,906 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,056,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,726,087 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,093,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,972,110 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,186,130 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,363 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $744 | LandBOYAmt |
| Land EOY | $531 | LandEOYAmt |
| Land EOYFMV | $531 | LandEOYFMVAmt |
| Other Assets BOY | $3,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,853,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,580,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,464,429 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,398 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,790 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,790 | 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 | $37,848,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,575,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,848,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,575,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,853,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,580,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,848,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,272,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,575,854 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,575,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB 0829 | 2022-01-01 | 2022-12-31 | $2,950,607 | $3,173,868 | -$223,261 | -$223,261 | |
| CHARLES SCHWAB 5776 | 2022-01-01 | 2022-12-31 | $6,917,941 | $6,488,215 | $429,726 | $429,726 | |
| CHARLES SCHWAB 7119 | 2022-01-01 | 2022-12-31 | $1,529,420 | $1,696,127 | -$166,707 | -$166,707 | |
| GT OFFSHORE FUND LTD CL A | 2022-01-01 | 2022-12-31 | $123,189 | $123,189 | $123,189 | P | |
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE | 2022-01-01 | 2022-12-31 | $90,882 | -$90,882 | -$90,882 | P | |
| K-1 PORT CAPITAL SMALL CAP FUND II LP | 2022-01-01 | 2022-12-31 | $49,267 | $49,267 | $49,267 | P | |
| CAPITAL GAINS DIVIDENDS | $97,923 | $97,923 | $97,923 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,255 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $16,624 | OverpaymentAmt |
| Applied To ES Tax | $16,624 | 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 (3 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 | $56,199 | $0 | $0 |
| KATHLEEN MALONEY | ||||||||
| 1660 BUSH ST | SAN FRANCISCO | CA | 94109 | EXECUTIVE DIRECTOR | 40.00 | $242,892 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WETHERBY ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 CALIFORNIA ST 8TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $172,315 | CompensationAmt |
| 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 | $35,790,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,440,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,254,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,485,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,485,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $652,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,833,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,141,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,141,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,175 | TotalTaxAmt |
| Distributable Before Adj | $2,128,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,128,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,128,483 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,145,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,145,231 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,128,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $517,858 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,145,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $517,858 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,128,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $498,890 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $498,890 | 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 | $498,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $498,890 | 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 | SEE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED | AddressLine1Txt |
| City | LISTING | 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 | SEE DETAILS ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $2,553,280 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,553,280 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED | AddressLine1Txt |
| City | LISTING | 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 | SEE DETAILS ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $888,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $888,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $826,675 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $150,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,178,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,178,205 | 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 | $13,210 | Amt |
| Net Investment Income | $6,605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,605 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & EQUIPMENT | 2010-07-01 | $22,960 | $22,960 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2010-07-28 | $3,600 | $2,856 | 150DB | 15.000000000000 | $213 | $0 |
| EQUIPMENT | 2011-03-23 | $553 | 200DB | 7.000000000000 | $0 | $0 | |
| EQUIPMENT | 2012-04-25 | $120 | $60 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2013-08-22 | $2,629 | $1,314 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER | 2016-01-27 | $1,800 | $900 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2019-11-15 | $2,945 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2021-01-13 | $2,787 | 200DB | 5.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII-B, 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 - INVESTMENT IN STOCK - US - SEE ATTACHED DETAILS | $12,507,706 | $14,049,065 |
| CHARLES SCHWAB - INVESTMENT IN STOCK - INTERNATIONAL - SEE ATTACHED DETAILS | $5,548,616 | $9,677,022 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS | AT COST | $4,995,335 | $4,895,897 |
| CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS | AT COST | $5,061,664 | $4,510,024 |
| CHARLES SCHWAB - REAL ASSETS - SEE ATTACHED DETAILS | AT COST | $430,242 | $526,208 |
| KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP | AT COST | $1,247,166 | $1,247,166 |
| GT OFFSHORE FUND LTD CL A | AT COST | $2,246,255 | $2,115,362 |
| GT OFFSHORE FUND LTD CL B | AT COST | $1,822,481 | $1,591,410 |
| ITE RAIL FUND | AT COST | $1,168,967 | $1,300,063 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & EQUIPMENT | $22,960 | $22,960 | $0 |
| LEASEHOLD IMPROVEMENT | $3,600 | $3,069 | $531 |
| SOFTWARE LICENSE | $7,500 | $7,500 | $0 |
| EQUIPMENT | $553 | $553 | $0 |
| EQUIPMENT | $120 | $120 | $0 |
| COMPUTER | $2,629 | $2,629 | $0 |
| COMPUTER | $1,800 | $1,800 | $0 |
| COMPUTER | $2,945 | $2,945 | $0 |
| COMPUTER | $2,787 | $2,787 | $0 |
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 | $3,000 | EOYBookValueAmt |
| EOYFMV | $3,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATION EXPENSE | $10,157 | $7,144 | $3,013 |
| GIFTS | $4,137 | $0 | $4,137 |
| MISCELLANEOUS EXPENSE | $26,089 | $0 | $0 |
| OFFICE EXPENSES | $3,604 | $1,095 | $2,509 |
| INSURANCE | $3,502 | $3,029 | $473 |
| WORKMANS' COMP | $1,480 | $0 | $1,480 |
| OUTSIDE SERVICES | $144,237 | $22,738 | $121,499 |
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE - PARTNERSHIP EXPENSES | $8,913 | $8,913 | $0 |
| K-1 PORT CAPITAL SMALL CAP FUND II LP | $678 | $678 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHARLES SCHWAB - NON-DIVIDEND DISTRIBUTIONS | $3,874 | $0 | $3,874 |
| K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE | $39,996 | $39,996 | $39,996 |
| GT OFFSHORE FUND LTD CL A | $106,427 | $106,427 | $106,427 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLES | Desc |
| BOY Book Value | $5,398 | BOYBookValueAmt |
| EOY Book Value | $4,790 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT | CategoryTxt |
| Amt | $172,315 | Amt |
| Net Investment Income | $172,315 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,159 | $0 | $17,159 |
| FOREIGN TAXES | $21,823 | $21,823 | $0 |
| FEDERAL EXCISE TAX | $35,000 | $0 | $0 |