JOHN CURCI FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CURCI FAMILY FOUNDATION (EIN 20-1477014)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349101657
- Schema version
- 2016v3.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T09:42:40-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 7146411402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1549 | 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 | 2017-05-12 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,968,950 | 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 | $115,038 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115,038 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $115,038 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $573,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $573,874 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $573,874 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $915,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,196,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $915,136 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $176,093 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,604,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,604,048 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $865,005 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $209,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $184,415 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $209,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,228,663 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,228,663 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,438,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,253,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$834,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,419,424 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $865,005 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,303 | CashBOYAmt |
| Cash EOY | $38,804 | CashEOYAmt |
| Cash EOYFMV | $38,804 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,443,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,443,986 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,010,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $42,628,106 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,549,187 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,486,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,866,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,031,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,968,950 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,500 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,600,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,350,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,612,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,362,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $42,253,631 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,669,477 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,253,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,669,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,866,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,031,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,253,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$834,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,600,085 | OtherIncreasesAmt |
| Subtotal | $43,019,477 | SubtotalAmt |
| Other Decreases | $1,350,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,669,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2016-01-01 | 2016-03-01 | $8,769,769 | $8,605,446 | $164,323 | $164,323 |
| CITY NATIONAL BANK #6210 - L/T | P | 2014-01-01 | 2016-01-01 | $6,302,226 | $5,676,268 | $625,958 | $625,958 |
| CAPITAL GAINS DISTRIBUTION - ST | P | 2016-01-01 | 2016-03-01 | $11,770 | $11,770 | $11,770 | |
| CAPITAL GAINS DISTRIBUTION - LT | P | 2014-01-01 | 2016-01-01 | $113,085 | $113,085 | $113,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $915,136 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $176,093 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,271,565 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,203,917 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,038,014 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,232,743 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04408 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,795,957 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,462,313 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04332 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,506,974 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,431,386 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04137 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,033,322 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,354,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03296 | DistributionYr5Rt |
| Total Distribution | 0.211970 | TotalDistributionRt |
| Average Distribution | 0.042394 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,794,693 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,559,874 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,194 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,574,068 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,253,663 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,194 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,194 | SubtotalAmt |
| Tax Based On Investment Income | $14,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,907 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,907 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,713 | OverpaymentAmt |
| Applied To ES Tax | $1,713 | AppliedToESTaxAmt |
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 | false | 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 | false | 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 | SANDY JURANICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7146411402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 KALMUS DRIVE SUITE J-1 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | 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 WALSH | ||||||
| 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 |
| MICHAEL 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GENSPRING FAMILY OFFICES | |||||
| 151 KALMUS DRIVE SUITE J-1 | COSTA MESA | CA | 92626 | CONSULTING | $50,000 |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC | |||||
| 9150 WILSHIRE BLVD SUITE 220 | BEVERLY HILLS | CA | 90212 | INVESTMENT MGMT | $149,752 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,302,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,503,735 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,355,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $37,355,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $560,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,794,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,839,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,839,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,194 | TotalTaxAmt |
| Distributable Before Adj | $1,825,541 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,825,541 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,825,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,253,663 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,253,663 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,194 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,239,469 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,825,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,228,663 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,253,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,228,663 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,000 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,800,541 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANDY JURANICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 KALMUS DRIVE SUITE J-1 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7146411402 | 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 (6 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 | CHARITY | ACES FOR EISHENHOWER PROGRAM; EISENHOWER LUCY CURCI CANCER CENTER | $250,000 |
| HOAG HOSPITAL FOUNDATION | |||||||
| PO BOX 6100 | NEWPORT BEACH | CA | 92658 | NONE | CHARITY | CANCER HEALTHCARE AT HOAG; WOMEN'S PAVILION AND HEALING GARDENS | $250,000 |
| ORANGE COUNTY CATHOLIC FOUNDATION | |||||||
| PO BOX 14233 | ORANGE | CA | 92863 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $500,000 |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $953,663 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | UNIVERSIT | GENERAL SUPPORT OF UNIVERSITY | $250,000 |
| LAND OF THE FREE FOUNDATION | |||||||
| 13191 CROSSROADS PKWY N 6TH FLR | CITY OF INDUSTRY | CA | 91746 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,228,663 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,038 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $573,874 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $915,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,604,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,604,048 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR GOLD TRUST | AT COST | $1,567,493 | $1,241,552 |
| PIMCO ALL ASSET FUND | AT COST | $1,936,414 | $1,724,516 |
| VANGUARD DIVIDEND | AT COST | $2,795,883 | $3,357,034 |
| INTERNATIONAL VALUE ADVISORS | AT COST | $6,213,709 | $6,581,611 |
| CITY NATIONAL -DIVIDENDS RECEIVABLE | AT COST | $31,728 | $31,728 |
| GMO BENCHMARK-FREE ALLOCATION | AT COST | $4,895,872 | $4,558,260 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | AT COST | $884,825 | $850,956 |
| DOUBLELINE TOTAL RETURN BOND FUND | AT COST | $4,887,914 | $4,685,638 |
| DFA COMMODITY STRATEGY PORTFOLIO | AT COST | $1,082,771 | $932,376 |
| ADVANCED RESEARCH ALPHA FUND LP | AT COST | $9,100,000 | $9,503,735 |
| DFA INFLATION PROTECTED SECURITIES | AT COST | $1,789,254 | $1,771,109 |
| VANGUARD EXTENDED DURATION TREASURY ETF | AT COST | $1,569,324 | $1,453,645 |
| STONE RIDGE REINSURANCE RISK PREMIUM INT | AT COST | $794,000 | $794,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY ACCRUED GRANTS PER BOOKS | Desc |
| Amt | $1,350,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT ADJUSTMENT | $85 |
| PY ACCRUED GRANTS PER BOOKS | $1,600,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $50,000 | $25,000 | $0 | $25,000 |
| PORTFOLIO MGMT FEES | $159,415 | $159,415 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES, LICENSES & PERMITS | CategoryTxt |
| Amt | $184 | Amt |
| Net Investment Income | $184 | NetInvestmentIncomeAmt |