JOHN CURCI FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CURCI FAMILY FOUNDATION (EIN 20-1477014)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201423179349101722
- Schema version
- 2013v3.1
- 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
- Contractor Compensation Expln
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T16:54:41-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE STE 220 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 926061021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92663 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CURCI | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2014-11-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,559,707 | 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 | $4,768,482 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $80,816 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,816 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $80,816 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $937,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $937,989 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $937,989 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $477,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,238,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $477,123 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $123,161 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $6,264,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,495,928 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,141,966 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $252,763 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $216,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,106 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $334 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $277,766 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $228,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,772,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,772,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,050,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $228,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,808,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,214,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,266,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,141,966 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $571,271 | CashBOYAmt |
| Cash EOY | $123,769 | CashEOYAmt |
| Cash EOYFMV | $123,769 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $185,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $519,965 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $519,965 | 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 | $37,329,904 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,694,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,905,642 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $37,633 | OtherAssetsBOYAmt |
| Other Assets EOY | $331 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $331 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,134,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,348,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,559,707 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $605,208 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,500,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $605,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $38,529,522 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,848,854 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,529,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,848,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,134,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,348,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,529,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,214,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $605,208 | OtherIncreasesAmt |
| Subtotal | $43,348,854 | SubtotalAmt |
| Other Decreases | $1,500,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,848,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $477,123 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $123,161 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,506,974 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,431,386 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04137 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,033,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,354,700 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03296 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,064,410 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,259,284 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,007,811 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,151,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05001 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $704,201 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,031,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04135 | DistributionYr5Rt |
| Total Distribution | 0.20621 | TotalDistributionRt |
| Average Distribution | 0.04124 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,462,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,710,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,669 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,722,699 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,808,626 | 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 | $12,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,669 | SubtotalAmt |
| Tax Based On Investment Income | $12,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $13,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $26,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,331 | OverpaymentAmt |
| Applied To ES Tax | $13,331 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $179,682 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,661,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $421,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,010,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,093,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $42,093,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $631,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,462,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,073,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,073,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,669 | TotalTaxAmt |
| Distributable Before Adj | $2,060,447 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,060,447 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,060,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,808,626 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,808,626 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,669 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,795,957 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,060,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,772,520 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,808,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,772,520 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,106 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,024,341 | 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 | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $460,000 |
| FRIENDS OF OASIS | |||||||
| 800 MARGUERITE AVE | CORONA DEL MAR | CA | 92625 | NONE | CHARITY | BUILDING FUND FOR NEW SENIOR CENTER | $35,000 |
| JSERRA CATHOLIC HIGH SCHOOL | |||||||
| 2532 DUPONT DRIVE | IRVINE | CA | 92612 | NONE | CHARITY | SCHOOL PERPETUAL ENDOWMENT CAMPAIGN | $350,000 |
| HOAG HOSPITAL FOUNDATION | |||||||
| PO BOX 6100 | NEWPORT BEACH | CA | 92658 | NONE | CHARITY | CANCER HEALTHCARE AT HOAG; WOMEN'S PAVILION AND HEALING GARDENS | $20,000 |
| SACRED HEART CHURCH | |||||||
| 43775 DEEP CANYON ROAD | PALM DESERT | CA | 92260 | NONE | CHARITY | GENERAL PURPOSE | $10,000 |
| MARINERS ELEMENTARY SCHOOL FOUNDATI | |||||||
| PO BOX 3158 | NEWPORT BEACH | CA | 92659 | NONE | CHARITY | GENERAL PURPOSE | $3,000 |
| OUR LADY OF MOUNT CARMEL CATHOLIC C | |||||||
| 1441 WEST BALBOA BLVD | NEWPORT BEACH | CA | 92661 | NONE | CHARITY | GENERAL PURPOSE | $2,000 |
| 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 | $255,000 |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $622,520 |
| ST PAUL'S PARISH | |||||||
| PO BOX 304 | SCRANTON | PA | 18503 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 |
| CALVARY CHAPEL TUSTIN | |||||||
| 330 W 6TH STREET | TUSTIN | CA | 92780 | NONE | CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,772,520 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,816 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $937,989 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $477,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,495,928 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,495,928 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN CURCI CHARITABLE LEAD TRUST I | ||||||
| 1 | 717 LIDO PARK DRIVE | NEWPORT BEACH | CA | 92663 | $3,202,254 | 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 | $12,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| CITY NATIONAL BANK |
| GENSPRING FAMILY OFFICES |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES S&P GLOBAL INDEX FUND | AT COST | $1,259,144 | $1,322,117 |
| FPA NEW INCOME FUND | AT COST | $4,090,624 | $3,857,064 |
| SPDR GOLD TRUST | AT COST | $2,518,474 | $2,780,842 |
| PIMCO ALL ASSET FUND | AT COST | $3,777,105 | $3,778,847 |
| VANGUARD DIVIDEND | AT COST | $1,994,704 | $2,797,052 |
| VANGUARD INFLATION-PROTECTED FUND | AT COST | $5,495,668 | $5,571,050 |
| VANGUARD TOTAL BOND MARKET INDEX | AT COST | $6,913,092 | $6,786,700 |
| INTERNATIONAL VALUE ADVISORS | AT COST | $5,391,452 | $6,481,781 |
| CITY NATIONAL -DIVIDENDS RECEIVABLE | AT COST | $163,852 | $163,852 |
| PIMCO COMMODITY REAL RETURN STRATEGY | AT COST | $2,198,885 | $1,407,101 |
| GMO BENCHMARK-FREE ALLOCATION | AT COST | $7,891,789 | $7,959,236 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $37,633 | BOYBookValueAmt |
| EOY Book Value | $331 | EOYBookValueAmt |
| EOYFMV | $331 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CY ACCRUED GRANTS PER BOOKS | Description |
| Amount | $1,500,000 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PY ACCRUED GRANTS PER BOOKS | Description |
| Amount | $605,208 | Amount |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CERRITOS LAND PARTNERS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,050,000 | LoanOriginalAmt |
| Balance Due | $1,010,000 | BalanceDueAmt |
| Note | 2010-11 | NoteDt |
| Loan Maturity | 2015-11 | LoanMaturityDt |
| Repayment Terms | MTHLY INT ONLY PRINC DUE @ MAT | RepaymentTermsTxt |
| Interest | 8.0000 | InterestRt |
| Security Provided Borrower | UNSECURED | SecurityProvidedBorrowerTxt |
| Lender Consideration | $ 1,050,000. | LenderConsiderationDesc |
| Consideration FMV | $1,010,000 | ConsiderationFMVAmt |
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 | $179,682 | $179,682 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| federal taxes | $12,669 | |
| TAXES, LICENSES & PERMITS | $334 | $334 |