JOHN CURCI FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CURCI FAMILY FOUNDATION (EIN 20-1477014)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201503169349100625
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T16:06:58-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,648,724 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,167,355 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $80,803 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,803 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $80,803 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,064,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,064,227 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,064,227 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,340,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,971,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,340,411 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $130,358 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,652,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,485,441 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,275,388 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $265,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $229,391 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,106 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $284 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $301,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $242,175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,024,341 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,024,341 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,325,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $242,175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,060,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,327,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,243,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,275,388 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,769 | CashBOYAmt |
| Cash EOY | $29,363 | CashEOYAmt |
| Cash EOYFMV | $29,363 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $519,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,073 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,010,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,010,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,010,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,010,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $41,694,789 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,639,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,555,288 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $331 | OtherAssetsBOYAmt |
| Total Assets BOY | $43,348,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,732,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,648,724 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $56,365 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,500,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,750,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,806,365 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $41,848,854 | CapitalStockBOYAmt |
| Capital Stock EOY | $44,926,127 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,848,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,926,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,348,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,732,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,848,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,327,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500,000 | OtherIncreasesAmt |
| Subtotal | $46,676,127 | SubtotalAmt |
| Other Decreases | $1,750,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,926,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,340,411 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $130,358 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,795,957 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,462,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04332 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,506,974 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,431,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04137 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,033,322 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,354,700 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03296 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,064,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,259,284 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04054 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,007,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,151,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05001 | DistributionYr5Rt |
| Total Distribution | 0.20818 | TotalDistributionRt |
| Average Distribution | 0.04164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,232,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,924,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,947,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,060,447 | 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 | $22,433 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,433 | SubtotalAmt |
| Tax Based On Investment Income | $22,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,331 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $22,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $35,331 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,898 | OverpaymentAmt |
| Applied To ES Tax | $12,898 | 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 (3 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 | Director | 0.00 | $0 |
| JANET CURCI WALSH | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | Director | 0.00 | $0 |
| MICHAEL CURCI | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | 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 | $73,081 |
| CITY NATIONAL BANK | |||||
| 18111 VON KARMAN AVE 450 | IRVINE | CA | 92612 | INVESTMENT MGMT | $192,416 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,537,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $389,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,010,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,936,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $46,936,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $704,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,232,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,311,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,311,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,433 | TotalTaxAmt |
| Distributable Before Adj | $2,289,204 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,289,204 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,289,204 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,060,447 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,060,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,433 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,038,014 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,289,204 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,024,341 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,060,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,024,341 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,106 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,253,098 | 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 (13 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 |
| SACRED HEART CHURCH | |||||||
| 43775 DEEP CANYON ROAD | PALM DESERT | CA | 92260 | NONE | CHARITY | GENERAL PURPOSE | $50,000 |
| MARINERS ELEMENTARY SCHOOL FOUNDATI | |||||||
| PO BOX 3158 | NEWPORT BEACH | CA | 92659 | NONE | CHARITY | GENERAL PURPOSE | $2,500 |
| OUR LADY OF MOUNT CARMEL CATHOLIC C | |||||||
| 1441 WEST BALBOA BLVD | NEWPORT BEACH | CA | 92661 | NONE | CHARITY | GENERAL PURPOSE | $2,500 |
| HOMEWORD | |||||||
| PO BOX 1600 | SAN JUAN CAPISTRANO | CA | 92693 | NONE | CHARITY | GETTING READY FOR MARRIAGE VIDEO CURRICULUM KIT | $5,000 |
| ORANGE COUNTY CATHOLIC FOUNDATION | |||||||
| PO BOX 14233 | ORANGE | CA | 92863 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $250,000 |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $1,029,341 |
| ITALIAN AMERICAN MUSEUM OF LOS ANGE | |||||||
| 125 PASEO DE LA PLAZA SUITE 406 | LOS ANGELES | CA | 90012 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 |
| OUR LADY QUEEN OF ANGELS CATHOLIC C | |||||||
| 2046 MAR VISTA DRIVE | NEWPORT BEACH | CA | 92660 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $3,000 |
| ST JOHN BAPTIST SCHOOL | |||||||
| 1021 BAKER STREET | COSTA MESA | CA | 92626 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $2,000 |
| CALVARY CHURCH OF SANTA ANA INC | |||||||
| 1010 N TUSTIN AVENUE | SANTA ANA | CA | 92705 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 |
| MAGIS INSTITUTE | |||||||
| 13280 CHAPMAN AVENUE | GARDEN GROVE | CA | 92840 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $150,000 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | UNIVERSIT | GENERAL SUPPORT OF UNIVERSITY | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,024,341 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,803 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,064,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,340,411 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,485,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,485,441 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN CURCI CHARITABLE LEAD TRUST I | ||||||
| 1 | 717 LIDO PARK DRIVE | NEWPORT BEACH | CA | 92663 | $1,601,127 | Yes (X) |
| JOHN CURCI CHARITABLE LEAD TRUST II | ||||||
| 2 | 717 LIDO PARK DRIVE | NEWPORT BEACH | CA | 92663 | $1,566,228 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P GLOBAL INDEX FUND | AT COST | $1,259,622 | $1,304,658 |
| SPDR GOLD TRUST | AT COST | $1,651,337 | $1,379,429 |
| PIMCO ALL ASSET FUND | AT COST | $7,051,149 | $6,624,097 |
| VANGUARD DIVIDEND | AT COST | $3,870,017 | $5,052,621 |
| VANGUARD INFLATION-PROTECTED FUND | AT COST | $4,047,794 | $4,047,714 |
| VANGUARD TOTAL BOND MARKET INDEX | AT COST | $7,354 | $7,354 |
| INTERNATIONAL VALUE ADVISORS | AT COST | $6,524,004 | $7,277,319 |
| CITY NATIONAL -DIVIDENDS RECEIVABLE | AT COST | $292,028 | $292,028 |
| PIMCO COMMODITY REAL RETURN STRATEGY | AT COST | $2,204,547 | $1,153,003 |
| GMO BENCHMARK-FREE ALLOCATION | AT COST | $8,321,147 | $8,091,441 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | AT COST | $5,198,823 | $5,170,452 |
| DOUBLELINE TOTAL RETURN BOND FUND | AT COST | $5,211,234 | $5,155,172 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY ACCRUED GRANTS PER BOOKS | Desc |
| Amt | $1,750,000 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ACCRUED GRANTS PER BOOKS | Desc |
| Amt | $1,500,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $73,081 | $36,975 | $0 | $36,106 |
| PORTFOLIO MGMT FEES | $192,416 | $192,416 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| federal taxes | $22,901 | |
| TAXES, LICENSES & PERMITS | $284 | $284 |