JOHN CURCI FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CURCI FAMILY FOUNDATION (EIN 20-1477014)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-12-04
- IRS object ID
- 201823389349100707
- Schema version
- 2017v2.2
- 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
- Dissolution Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-04T15:07:05-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330941619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE STE 220 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201477014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CURCI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9496731060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 LIDO PARK DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CURCI | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2018-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Martin L Maroney | PreparerPersonNm |
| PTIN | P00105961 | PTIN |
| Phone | 7144441177 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Interest On Sav Rev And Expnss | $165,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $165,000 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $165,000 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $817,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $817,588 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $817,588 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $419,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,607,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $419,874 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $50,462 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,402,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,402,598 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,033,050 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $202,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,562 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,821 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $334 | TaxesNetInvstIncmAmt |
| Other Expenses Net Invst Incm | $1,232,183 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $227,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,402,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,850,541 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,850,541 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,078,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,402,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,883,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$675,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,033,050 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,804 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,443,986 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl BOY | $3,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Investments BOY | $37,549,187 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $43,031,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,500 | AccountsPayableBOYAmt |
| Grants Payable BOY | $1,350,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $1,362,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $41,669,477 | CapitalStockBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,669,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,031,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,669,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$675,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,350,000 | OtherIncreasesAmt |
| Subtotal | $42,344,070 | SubtotalAmt |
| Other Decreases | $42,344,070 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITY NATIONAL BANK #6210 - S/T | P | 2017-01-01 | 2017-12-31 | $281,608 | $231,146 | $50,462 | $50,462 |
| CITY NATIONAL BANK #6210 - L/T | P | 2008-01-01 | 2017-12-31 | $7,325,912 | $6,956,500 | $369,412 | $369,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $419,874 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $50,462 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,239,469 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,794,693 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06086 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,271,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,203,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05025 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,038,014 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,232,743 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04408 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,795,957 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,462,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04332 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,506,974 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,431,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04137 | DistributionYr5Rt |
| Total Distribution | 0.239878 | TotalDistributionRt |
| Average Distribution | 0.047976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,883,807 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,153,346 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,153,346 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,883,103 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $14,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,200 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $26,200 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD DIORIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9496731060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 LIDO PARK DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN L CURCI | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | PRES/DIRECTOR | 0.00 | $0 |
| JANET CURCI | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | VP/DIRECTOR | 0.00 | $0 |
| MICHAEL CURCI | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | VP/TRE/SEC/DIR | 0.00 | $0 |
| MICHELE BIRKET | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | VP/DIRECTOR | 0.00 | $0 |
| TOM PURCELL | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | VP/DIRECTOR | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9150 WILSHIRE BLVD SUITE 220 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $125,568 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,515,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $825,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,226,440 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,567,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $45,567,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $683,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,883,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,244,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,244,190 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $2,244,190 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,244,190 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,244,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,883,103 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,883,103 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,883,103 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,244,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,800,541 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,883,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,800,541 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,562 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,161,628 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD DIORIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 LIDO PARK DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9496731060 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING AND STATEMENT OF PURPOSE FOR WHICH FUNDS ARE TO BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PC | EISENHOWER LUCY CURCI CANCER CENTER | $50,000 |
| HOAG HOSPITAL FOUNDATION | |||||||
| PO BOX 6100 | NEWPORT BEACH | CA | 92658 | NONE | PC | NEUROSCIENCES INNOVATION | $250,000 |
| HOMEWORD | |||||||
| PO BOX 1600 | SAN JUAN CAPISTRANO | CA | 92693 | NONE | PC | GENERAL SUPPORT OF CHARITY | $7,500 |
| ORANGE COUNTY CATHOLIC FOUNDATION | |||||||
| PO BOX 14233 | ORANGE | CA | 92863 | NONE | PC | RENOVATION CAMPAIGN | $350,000 |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL SUPPORT OF CHARITY | $845,541 |
| ITALIAN AMERICAN MUSEUM OF LOS ANGE | |||||||
| 125 PASEO DE LA PLAZA SUITE 406 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT OF CHARITY | $50,000 |
| CALVARY CHRISTIAN SCHOOL | |||||||
| 1010 N TUSTIN AVENUE | SANTA ANA | CA | 92705 | NONE | PC | GENERAL SUPPORT OF CHARITY | $2,500 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | HEALTH SCIENCES | $250,000 |
| LAND OF THE FREE FOUNDATION | |||||||
| 13191 CROSSROADS PKWY N 6TH FLR | CITY OF INDUSTRY | CA | 91746 | NONE | PC | GENERAL SUPPORT OF CHARITY | $25,000 |
| CREAN LUTHERAN HIGH SCHOOL | |||||||
| 12500 SAND CANYON AVE | IRVINE | CA | 92618 | NONE | PC | GENERAL SUPPORT OF CHARITY | $2,500 |
| ST VINCENT DE PAUL | |||||||
| 304 NORTH MAIN | HUTCHINSON | KS | 67501 | NONE | PC | GENERAL SUPPORT OF CHARITY | $5,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL SUPPORT OF CHARITY | $5,000 |
| PROVIDENCE SAINT JOSEPH FOUNDATION | |||||||
| 501 SOUTH BUENA VISTA ST | BURBANK | CA | 91505 | NONE | PC | GENERAL SUPPORT OF CHARITY | $5,000 |
| THE ECOLOGY CENTER | |||||||
| 32701 ALIPAZ ST | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | GENERAL SUPPORT OF CHARITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,850,541 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,000 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $817,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $419,874 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,402,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,402,598 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| CURCI FUND | |||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92659 | CASH, MARKETABLE SECURITIES, NOTE RECEIVABLE, PLEDGE LIAB | $22,539,214 |
| JANET CURCI FAMILY FOUNDATION | |||||
| 1400 NEWPORT CENTER DR STE 230 | NEWPORT BEACH | CA | 92660 | CASH, MARKETABLE SECURITIES, PLEDGE LIABILITY | $22,539,214 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | STATEMENT ATTACHED AND MADE PART OF TAX RETURN.FORM 990PF PAGE 1 LINE 23(B) AN ADJUSTMENT HAS MADE TO NET INVESTMENT INCOME IN ORDER TO FOLLOW REVENUE RULING 2002-28 AND IRS PRIVATE LETTER RULING XXX-XX-XXXX. THE FOUNDATION AS DESCRIBED IN STATEMENT 7 HAS BEEN LIQUIDATED, THE ASSETS OF THE PRIVATE FOUNDATION HAS BEEN TRANSFERRED TO THESE TWO SUCCESSOR FOUNDATIONS. IN ACCORDANCE WITH THE RENENUE RULING AND IRS PRIVATE LETTER RULING, EACH SUCCESSOR, JANET CURCI FAMILY FOUNDATION (EIN 81-5068541) AND CURCI FUND (EIN 81-4527963) HAVE REPORTED THEIR SHARE OF THE FOUNDATION ACTIVITY OF THE JOHN CURCI FAMILY FOUNDATION ON THEIR RESPECTIVE 2017 TAX RETURNS AS IF THE TRANSFER HAD OCCURRED ON THE FIRST DAY OF THE TAX YEAR. THE EXCISE TAX ON THE NET INVESTMENT INCOME OF THE JOHN CURCI FAMILY FOUNDATION WILL BE ASSESSED AND PAID ON THE SUCCESSORS INCOME TAX RETURN. |
| General Explanation Supplemental Information for Form 990-PF | STATEMENT SUMMURIZING AMENDMENTS TO AMENDED TAX RETURNTHE JOHN CURCI FAMILY FOUNDATION 2017 TAX RETURN HAS BEEN AMENDED FOR THE FOLLOW REASONS.PAGE 1 LINE 23 B SEE STATEMENT 4 AND SUPPLEMENTAL STATEMENTPAGE 5 PART VII-A QUESTION 12 ANSWER WAS CHANGED FROM NO TO YES AND STATEMENT 8 HAS BEEN ADDEDPAGE 11 PART XV STATEMENT 10 HAS CHANGED TO STATEMENT 11 AND FOUNDATION STATUS HAS BEEN AMENDEDPAGE 12 PART XVI-A ANALYSIS OF INCOME PRODUCING ACTIVITIES CLASSIFICATION OF MISCELLANEOUS INCOME WAS CHANGED. |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Board of Directors of the John Curci Family Foundation are of the opinion that it is in the best interest of the Foundation to dissolve and wind up the affairs of the Foundation. The Assets of the Foundation remaining after its operations have been terminated and shall be equally distributed to Curci Fund, a Nevada nonprofit public benefit corporation, and the Janet Curci Family Foundation, a Nevada nonprofit public benefit corporation. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CY ACCRUED GRANTS PER BOOKS | $500,000 |
| DISTRIBUTION OF INVESTMENTS | $41,844,070 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVENUE RULING 2002-28 See statement | Desc |
| Net Investment Income | $1,232,183 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $136 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ACCRUED GRANTS PER BOOKS | Desc |
| Amt | $1,350,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $36,821 | $18,411 | $0 | $18,410 |
| LEGAL & PROFESSIONAL | $28,305 | $14,153 | $0 | $14,152 |
| PORTFOLIO MGMT FEES | $137,517 | $137,517 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $24,487 | |
| TAXES, LICENSES & PERMITS | $334 | $334 |