2018-12-04T15:07:05-08:00 2017-12-31 330941619 WARNICK MAESTAS & MARONEY 2875 MICHELLE DRIVE STE 220 IRVINE CA 926061021 990PF 2017-01-01 201477014 JOHN CURCI FAMILY FOUNDATION JOHN 9496731060 717 LIDO PARK DRIVE NEWPORT BEACH CA 92663 MICHAEL CURCI Director 2018-12-04 true Martin L Maroney P00105961 7144441177 2017 2019-02-21 02:37:17Z X X X X 0 X X 165000 165000 165000 817588 817588 817588 419874 7607520 419874 50462 136 136 1402598 1402598 1033050 202643 170081 32562 24821 334 1232183 227464 1402598 32562 1850541 1850541 2078005 1402598 1883103 -675407 0 1033050 38804 2443986 3000000 37549187 43031977 0 0 12500 1350000 1362500 0 X 41669477 41669477 0 43031977 0 41669477 -675407 1350000 42344070 42344070 CITY NATIONAL BANK #6210 - S/T P 2017-01-01 2017-12-31 281608 231146 50462 50462 CITY NATIONAL BANK #6210 - L/T P 2008-01-01 2017-12-31 7325912 6956500 369412 369412 419874 50462 false 2239469 36794693 0.06086 2271565 45203917 0.05025 2038014 46232743 0.04408 1795957 41462313 0.04332 1506974 36431386 0.04137 0.239878 0.047976 44883807 2153346 2153346 1883103 0 14200 12000 26200 26200 0 26200 false false false false false false false true true true CA true false false false true true NONE EDWARD DIORIO 9496731060 717 LIDO PARK DRIVE NEWPORT BEACH CA 92663 false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 9150 WILSHIRE BLVD SUITE 220 BEVERLY HILLS CA 90212 INVESTMENT MGMT 125568 31515274 825603 13226440 45567317 0 45567317 683510 44883807 2244190 2244190 2244190 2244190 2244190 1883103 1883103 1883103 2244190 1800541 1883103 1800541 0 82562 2161628 EDWARD DIORIO 717 LIDO PARK DRIVE NEWPORT BEACH CA 92663 9496731060 IN WRITING AND STATEMENT OF PURPOSE FOR WHICH FUNDS ARE TO BE USED. NONE NONE EISENHOWER MEDICAL CENTER 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE PC EISENHOWER LUCY CURCI CANCER CENTER 50000 HOAG HOSPITAL FOUNDATION PO BOX 6100 NEWPORT BEACH CA 92658 NONE PC NEUROSCIENCES INNOVATION 250000 HOMEWORD PO BOX 1600 SAN JUAN CAPISTRANO CA 92693 NONE PC GENERAL SUPPORT OF CHARITY 7500 ORANGE COUNTY CATHOLIC FOUNDATION PO BOX 14233 ORANGE CA 92863 NONE PC RENOVATION CAMPAIGN 350000 ORANGE COUNTY COMMUNITY FOUNDATION 4041 MACARTHUR BLVD SUITE 510 NEWPORT BEACH CA 92660 NONE PC GENERAL SUPPORT OF CHARITY 845541 ITALIAN AMERICAN MUSEUM OF LOS ANGE 125 PASEO DE LA PLAZA SUITE 406 LOS ANGELES CA 90012 NONE PC GENERAL SUPPORT OF CHARITY 50000 CALVARY CHRISTIAN SCHOOL 1010 N TUSTIN AVENUE SANTA ANA CA 92705 NONE PC GENERAL SUPPORT OF CHARITY 2500 CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE CA 92866 NONE PC HEALTH SCIENCES 250000 LAND OF THE FREE FOUNDATION 13191 CROSSROADS PKWY N 6TH FLR CITY OF INDUSTRY CA 91746 NONE PC GENERAL SUPPORT OF CHARITY 25000 CREAN LUTHERAN HIGH SCHOOL 12500 SAND CANYON AVE IRVINE CA 92618 NONE PC GENERAL SUPPORT OF CHARITY 2500 ST VINCENT DE PAUL 304 NORTH MAIN HUTCHINSON KS 67501 NONE PC GENERAL SUPPORT OF CHARITY 5000 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE PC GENERAL SUPPORT OF CHARITY 5000 PROVIDENCE SAINT JOSEPH FOUNDATION 501 SOUTH BUENA VISTA ST BURBANK CA 91505 NONE PC GENERAL SUPPORT OF CHARITY 5000 THE ECOLOGY CENTER 32701 ALIPAZ ST SAN JUAN CAPISTRANO CA 92675 NONE PC GENERAL SUPPORT OF CHARITY 2500 1850541 14 165000 14 817588 18 419874 MISCELLANEOUS INCOME 1 136 1402598 1402598 false false false false false false false false false false CURCI FUND PO BOX 1549 NEWPORT BEACH CA 92659 CASH, MARKETABLE SECURITIES, NOTE RECEIVABLE, PLEDGE LIAB 22539214 JANET CURCI FAMILY FOUNDATION 1400 NEWPORT CENTER DR STE 230 NEWPORT BEACH CA 92660 CASH, MARKETABLE SECURITIES, PLEDGE LIABILITY 22539214 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. 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. CY ACCRUED GRANTS PER BOOKS 500000 DISTRIBUTION OF INVESTMENTS 41844070 REVENUE RULING 2002-28 See statement 1232183 MISCELLANEOUS INCOME 136 136 PY ACCRUED GRANTS PER BOOKS 1350000 CONSULTING 36821 18411 0 18410 LEGAL & PROFESSIONAL 28305 14153 0 14152 PORTFOLIO MGMT FEES 137517 137517 0 0 FEDERAL TAXES 24487 TAXES, LICENSES & PERMITS 334 334