2022-11-14T12:35:09-06:00 2021-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2021-01-01 200414306 IRENE S SCULLY FAMILY FOUNDATION IREN 4154614451 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 KATHLEEN MALONEY EXEC DIRECTOR 4154614451 2022-11-13 1 KATHLEEN MALONEY 999009999 DAVID C CUNEO P00394891 4159818766 2022-11-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 50325936 X X 796723 796723 1265075 18359279 1265075 176756 141809 2238554 2203607 280218 0 280218 82651 50241 32410 32782 7978 24803 1155 578 578 195442 195442 0 63785 29305 19480 3051 1526 86473 0 86473 8977 0 8977 38924 29558 9364 793458 314628 462303 1863280 1863280 2656738 314628 2325583 -418184 1888979 254553 195911 195911 2952233 1768619 1768619 280753 280753 280753 21737250 17511906 29596045 13324947 18093049 18480864 44894 44150 1008 744 744 3000 3000 3000 38272991 37853982 50325936 6223 5398 6223 5398 X 0 0 0 0 38266768 37848584 38266768 37848584 38272991 37853982 38266768 -418184 0 37848584 0 37848584 CHARLES SCHWAB - LTCG DISTRIBUTIONS P 2021-01-01 2021-12-31 115935 115935 115935 K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE P 2021-01-01 2021-12-31 5673 5673 5673 K-1 PORT CAPITAL SMALL CAP FUND II LP P 2021-01-01 2021-12-31 61614 61614 61614 GT OFFSHORE FUND LTD CL A P 2021-01-01 2021-12-31 102748 102748 102748 GT OFFSHORE FUND LTD CL B P 2021-01-01 2021-12-31 22481 22481 22481 CHARLES SCHWAB #0829 P 2021-01-01 2021-12-31 3202798 3223825 -21027 -21027 CHARLES SCHWAB #5776 P 2021-01-01 2021-12-31 10482381 10063785 418596 418596 CHARLES SCHWAB #7119 P 2021-01-01 2021-12-31 4365649 3806594 559055 559055 1265075 26257 0 26257 0 26257 11337 0 25000 0 36337 X 280 9800 9800 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.IRENESCULLYFOUNDATION.ORG IRENE S SCULLY FAMILY FOUNDATION 4154614451 100 DRAKES LANDING ROAD 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 0 IRENE S SCULLY 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 DIRECTOR, CEO & PRESIDENT 5.00 0 0 0 KATHRYN PETERSON 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 DIRECTOR 20.00 56199 0 0 KATHLEEN MALONEY 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 EXECUTIVE DIRECTOR 40.00 224019 0 0 JOHANNA M VAN GELDER 100 DRAKES LANDING RD SU 105 GREENBRAE CA 94904 GRANTS MANAGER & ADM 25.00 82651 0 0 0 WETHERBY ASSET MANAGEMENT 580 CALIFORNIA ST 8TH FLOOR SAN FRANCISCO CA 94104 INVESTMENT MANAGEMENT 195442 0 0 41537636 2615651 6431162 50584449 0 0 50584449 758767 49825682 2491284 2491284 26257 26257 2465027 0 2465027 0 2465027 2325583 0 2325583 2465027 378414 0 0 2325583 378414 0 0 1947169 0 0 0 0 0 0 0 0 517858 0 0 0 IRENE S SCULLY KATHLEEN MALONEY 100 DRAKES LANDING ROAD 105 GREENBRAE CA 94904 4159254340 IRENESCULLYFOUNDATION.ORG/APPLICATION SEE WEBSITE SEE WEBSITE SEE WEBSITE SEE ATTACHED LISTING CA 94904 N/A PC SEE DETAILS ATTACHED 1863280 1863280 ALLIANCE FOR GIRLS 1203 PRESERVATION PARK WAY SU 200 OAKLAND CA 94612 N/A PC OAKLAND AND WEST CONTRA COSTA PROGRAMS 60000 ASPIRE PUBLIC SCHOOLS FOUNDATION 1001 22ND AVE SU 100 OAKLAND CA 94606 N/A PC GENERAL OPERATING SUPPORT ASPIRE RICHMOND 30000 LIGHTHOUSE COMMUNITY PUBLIC SCHOOLS 433 HEGENBERGER RD SU 201 OAKLAND CA 94621 N/A PC GENERAL OPERATING SUPPORT 120000 NEW LEADERS 30 W 26TH ST 10TH FL NEW YORK NY 10010 N/A PC OAKLAND & WCC PROGRAMS 60000 GO PUBLIC SCHOOLS 5960 SOUTH LAND PARK DR 513 SACRAMENTO CA 95822 N/A PC WCC GENERAL OPERATING SUPPORT 500000 STUDENTS RISING ABOVE 99 THE EMBARCADERO SAN FRANCISCO CA 94111 N/A PC GENERAL OPERATING SUPPORT 144000 TEACHER FOR AMERICA BAY AREA 600 CALIFORNIA ST 11TH FL SAN FRANCISCO CA 94108 N/A PC OPERATING SUPPORT - RICHMOND 60000 WEST CONTRA COSTA PUBLIC EDUCATION FUND 1400 MARINA WAY S RICHMOND CA 94804 N/A PC GENERAL OPERATING & CAPACITY BUILDING SUPPORT 60000 1034000 14 796723 01 176756 18 1265075 0 2238554 0 2238554 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1155 578 578 FURNITURE & EQUIPMENT 2010-07-01 22960 22960 200DB 7.000000000000 0 0 LEASEHOLD IMPROVEMENT 2010-07-28 3600 2644 150DB 15.000000000000 212 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 2629 1314 200DB 7.000000000000 0 0 COMPUTER 2016-01-27 1800 848 200DB 5.000000000000 52 0 COMPUTER 2019-11-15 2945 200DB 5.000000000000 0 0 COMPUTER 2021-01-13 2787 200DB 5.000000000000 2787 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). CHARLES SCHWAB - INVESTMENT IN STOCK - US - SEE ATTACHED DETAILS 11909656 17710864 CHARLES SCHWAB - INVESTMENT IN STOCK - INTERNATIONAL - SEE ATTACHED DETAILS 5602250 11885181 CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS AT COST 5486796 5465324 CHARLES SCHWAB - FIXED INCOME - SEE ATTACHED DETAILS AT COST 5128784 5101377 CHARLES SCHWAB - REAL ASSETS - SEE ATTACHED DETAILS AT COST 1050000 1483004 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP AT COST 1287664 1287664 PORT CAPITAL SMALL CAP FUND II LP AT COST 493654 493654 GT OFFSHORE FUND LTD CL A AT COST 2016637 2005431 GT OFFSHORE FUND LTD CL B AT COST 1822481 1811795 ITE RAIL FUND AT COST 807033 832615 FURNITURE & EQUIPMENT 22960 22960 0 LEASEHOLD IMPROVEMENT 3600 2856 744 SOFTWARE LICENSE 7500 7500 0 EQUIPMENT 553 553 0 EQUIPMENT 120 120 0 COMPUTER 2629 2629 0 COMPUTER 1800 1800 0 COMPUTER 2945 2945 0 COMPUTER 2787 2787 0 SECURITY DEPOSIT 3000 3000 3000 COMMUNICATION EXPENSE 11014 8775 2240 GIFTS 3032 0 3032 OFFICE EXPENSES 2685 278 2407 INSURANCE 2944 2944 0 WORKMANS' COMP -509 -509 0 OUTSIDE SERVICES 3113 1428 1685 K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE - PARTNERSHIP EXPENSES 7540 7537 0 K-1 PORT CAPITAL SMALL CAP FUND II LP 9105 9105 0 OTHER INCOME (LOSS) 36209 6127 36209 CHARLES SCHWAB - NON-DIVIDEND DISTRIBUTIONS 4865 0 4865 K-1 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE 21793 21793 21793 GT OFFSHORE FUND LTD CL A 113889 113889 113889 PAYABLES 6223 5398 INVESTMENT 195442 195442 0 PAYROLL TAXES 23060 3861 19199 FOREIGN TAXES 25444 25444 0 CA FILING FEES 175 0 175 FEDERAL EXCISE TAX 15000 0 0 OTHER TAXES 106 0 106