JOHN CURCI FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CURCI FAMILY FOUNDATION (EIN 20-1477014)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349101344
- Schema version
- 2012v2.0
- 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
- Contractor Compensation Expln
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T12:40:15-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201477014 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CURCI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 7146411402 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL CURCI | Name |
| Title | Director | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Martin L Maroney | Name |
| PTIN | P00105961 | PTIN |
| Phone | 7144441177 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 41603963 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4768482 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 81075 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 81075 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 81075 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 1083983 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1083983 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1083983 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 199717 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3322592 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 199717 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 38320 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 750 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 750 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6134007 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1365525 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1203378 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 12000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12000 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 226142 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 190036 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 36106 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12852 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 255 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 250994 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 202291 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 36106 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1482500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1482500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1733494 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 202291 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1518606 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4400513 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1163234 | NetInvestmentIncome |
| Adjusted Net Income | 1203378 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 365176 | CashBOY |
| Cash EOY | 571271 | CashEOY |
| Cash EOYFMV | 571271 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1345299 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 185922 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 185922 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 1010000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 1050000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 1010000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 1010000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 32004512 | InvestmentsOtherBOY |
| Investments Other EOY | 37329904 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 39799137 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 37633 | OtherAssetsEOY |
| Other Assets EOYFMV | 37633 | OtherAssetsEOYFMV |
| Total Assets BOY | 34764987 | TotalAssetsBOY |
| Total Assets EOY | 39134730 | TotalAssetsEOY |
| Total Assets EOYFMV | 41603963 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 30770 | AccountsPayableBOY |
| Grants Payable BOY | 1760718 | GrantsPayableBOY |
| Grants Payable EOY | 605208 | GrantsPayableEOY |
| Total Liabilities BOY | 1791488 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 605208 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 32973499 | CapitalStockBOY |
| Capital Stock EOY | 38529522 | CapitalStockEOY |
| Total Net Assets BOY | 32973499 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38529522 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 34764987 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 39134730 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 32973499 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4400513 | ExcessOfRevenueOverExpenses |
| Other Increases | 1155510 | OtherIncreases |
| Subtotal | 38529522 | Subtotal |
| Total Net Assets Fund Balances EOY | 38529522 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 199717 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 38320 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1033322 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 31354700 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03296 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1064410 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26259284 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04054 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1007811 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 20151399 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05001 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 704201 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 17031842 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04135 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 350603 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13692954 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.02561 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.19045 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03809 | AverageDistributionRatio |
| Net Noncharitable Assets | 36431386 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1387708 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11632 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1399340 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1518606 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 11632 | InvestmentIncomeExciseTax |
| Subtotal | 11632 | Subtotal |
| Tax Based On Investment Income | 11632 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 49265 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 49265 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 37633 | Overpayment |
| Amount Credited To Next Year | 13000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 24633 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA M SOLDANO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7146411402 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MICHAEL 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 |
| JOHN L CURCI | ||||||
| PO BOX 1549 | NEWPORT BEACH | CA | 92663 | Director | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| CITY NATIONAL BANK | |||||
| 18111 VON KARMAN AVE 450 | IRVINE | CA | 92612 | INVESTMENT MGMT | 153061 |
| GENSPRING FAMILY OFFICES | |||||
| 151 KALMUS DRIVE SUITE J-1 | COSTA MESA | CA | 92626 | CONSULTING | 73081 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 36382584 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 603595 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 36986179 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 36986179 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 554793 | CashDeemedCharitable |
| Net Noncharitable Assets | 36431386 | NetNoncharitableAssets |
| Minimum Investment Return | 1821569 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1821569 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11632 | TaxBasedOnInvestmentIncome |
| Total Tax | 11632 | TotalTax |
| Distributable Amount Before Adj | 1809937 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1809937 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1809937 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1518606 | ExpensesAndContributions |
| Qualifying Distributions | 1518606 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 11632 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1506974 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1809937 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1481189 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1518606 | QualifyingDistributions |
| Applied To Year1 | 1481189 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37417 | AppliedToCurrentYear |
| Undistributed Income CY | 1772520 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PATRICIA SOLDANO | RecipientName |
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 Number | 7146411402 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING AND STATEMENT OF PURPOSE FOR WHICH FUNDS ARE TO BE USED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UC SAN DIEGO SCHOOL OF MEDICINE | |||||||
| 9500 GILMAN DRIVE MC 0602 | LA JOLLA | CA | 92093 | NONE | CHARITY | GENERAL PURPOSES | $2,500 |
| HOMEWORD | |||||||
| PO BOX 1600 | SAN JUAN CAPISTRANO | CA | 92693 | NONE | CHARITY | GETTING READY FOR MARRIAGE VIDEO CURRICULUM KIT | $5,000 |
| OUR LADY OF MOUNT CARMEL CATHOLIC C | |||||||
| 1441 WEST BALBOA BLVD | NEWPORT BEACH | CA | 92661 | NONE | CHARITY | GENERAL PURPOSE | $2,500 |
| MARINERS ELEMENTARY SCHOOL FOUNDATI | |||||||
| PO BOX 3158 | NEWPORT BEACH | CA | 92659 | NONE | CHARITY | GENERAL PURPOSE | $2,500 |
| THE JOYFUL FOUNDATION | |||||||
| 8502 E CHAPMAN AVE 322 | ORANGE | CA | 92689 | NONE | CHARITY | GENERAL PURPOSE | $5,000 |
| OUR LADY OF QUEEN OF ANGELS | |||||||
| 2046 MAR VISTA DRIVE | NEWPORT BEACH | CA | 92660 | NONE | CHARITY | STAND UP FOR KIDS | $1,000 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 S GREENVILLE STREET | SANTA ANA | CA | 92704 | NONE | CHARITY | GENERAL PURPOSE | $5,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 90732 | NONE | CHARITY | REPLACE THE FIRE ALARM SYSTEM | $10,000 |
| OPERATION HOMEFRONT | |||||||
| 8930 FOURWINDS DR STE 340 | SAN ANTONIO | TX | 78239 | NONE | CHARITY | ASSISTANCE FOR MILITARY FAMILIES | $25,000 |
| SACRED HEART CHURCH | |||||||
| 43775 DEEP CANYON ROAD | PALM DESERT | CA | 92260 | NONE | CHARITY | GENERAL PURPOSE | $25,000 |
| CHARITABLE VENTURES OF ORANGE COUNT | |||||||
| 1505 E 17TH ST STE 101 | SANTA ANA | CA | 92705 | NONE | CHARITY | SUPPORT OF KATERINA'S KITCHEN | $10,000 |
| WOMEN OF CHAPMAN | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | CHARITY | CHRISTMAS AT THE RITZ | $25,000 |
| HOAG HOSPITAL FOUNDATIONCIRCLE 1000 | |||||||
| PO BOX 6100 | NEWPORT BEACH | CA | 92658 | NONE | CHARITY | CANCER HEALTHCARE AT HOAG; WOMEN'S PAVILION AND HEALING GARDENS | $25,000 |
| JSERRA CATHOLIC HIGH SCHOOL | |||||||
| 2532 DUPONT DRIVE | IRVINE | CA | 92612 | NONE | CHARITY | SCHOOL PERPETUAL ENDOWMENT CAMPAIGN | $350,000 |
| FRIENDS OF OASIS | |||||||
| 800 MARGUERITE AVE | CORONA DEL MAR | CA | 92625 | NONE | CHARITY | BUILDING FUND FOR NEW SENIOR CENTER | $35,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | CHARITY | ACES FOR EISHENHOWER PROGRAM; EISENHOWER LUCY CURCI CANCER CENTER | $815,000 |
| SECOND HARVEST FOOD BANK OF OC | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | CHARITY | SUPPORT OF NO-LUNCH LUNCH; GENERAL PURPOSES | $65,000 |
| GOODWILL OF ORANGE COUNTY | |||||||
| 410 NORTH FAIRVIEW | SANTA ANA | CA | 92703 | NONE | CHARITY | FUND FITNESS CENTER FOR PEOPLE WITH DISABILITIES; ASSISTIVE TECHNOLOGY EXCHANGE CENTER; GENERAL PURPOSES | $9,000 |
| LAND OF THE FREE FOUNDATION | |||||||
| 13191 CROSSROADS PARKWAY N 6TH FL | CITY OF INDUSTRY | CA | 91746 | NONE | CHARITY | ASSISTANCE FOR MILITARY FAMILIES | $25,000 |
| MISSION SAN JUAN CAPISTRANO | |||||||
| 26801 ORTEGA HIGHWAY | SAN JUAN CAPISTRANO | CA | 92675 | NONE | CHARITY | GENERAL PURPOSE | $25,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | CHARITY | SCHOLARSHIPS | $10,000 |
| ASSISTANCE LEAGUE NEWPORT MESA | |||||||
| 2220 FAIRVIEW ROAD | COSTA MESA | CA | 92627 | NONE | CHARITY | DANCING FOR TOMORROW'S STARS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1482500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $81,075 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,083,983 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $178,554 | ExclusionAmount |
| Related Or Exempt Function Income | 21163 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Exclusion Code | 3 | ExclusionCode |
| Exclusion | $750 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,344,362 | ExclusionAmount |
| Related Or Exempt Function Income | 21163 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1365525 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 2 | JOHN CURCI CHARITABLE LEAD TRUST II | 717 LIDO PARK DRIVE | NEWPORT BEACH | CA | 92663 | 1566228 | X |
| 1 | JOHN CURCI CHARITABLE LEAD TRUST I | 717 LIDO PARK DRIVE | NEWPORT BEACH | CA | 92663 | 3202254 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $12,000 | Amount |
| Net Investment Income | 12000 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation (2 entries)
| GENSPRING FAMILY OFFICES |
| CITY NATIONAL BANK |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PIMCO COMMODITY REAL RETURN STRATEGY | AT COST | 2032289 | 1505127 |
| CITY NATIONAL -DIVIDENDS RECEIVABLE | AT COST | 547802 | 547802 |
| INTERNATIONAL VALUE ADVISORS | AT COST | 4243132 | 4724437 |
| VANGUARD TOTAL BOND MARKET INDEX | AT COST | 6693143 | 6902898 |
| VANGUARD INFLATION-PROTECTED FUND | AT COST | 5209498 | 5946109 |
| WELLS FARGO ADVANTAGE ASSET ALLOCATION | AT COST | 2697000 | 2683598 |
| VANGUARD DIVIDEND | AT COST | 1375581 | 1698583 |
| PIMCO ALL ASSET FUND | AT COST | 6924528 | 7079256 |
| SPDR GOLD TRUST | AT COST | 2518474 | 3880065 |
| FPA NEW INCOME FUND | AT COST | 3929215 | 3831503 |
| ISHARES S&P GLOBAL INDEX FUND | AT COST | 1159242 | 999759 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX RECEIVABLE | Description |
| EOY Book Value | 37633 | EOYBookValue |
| EOYFMV | 37633 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 750 | RevenueAndExpensesPerBooks |
| Net Investment Income | 750 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PY ACCRUED GRANTS PER BOOKS PAID IN 2012 | Description |
| Amount | $1,155,510 | Amount |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong
Borrowers Name BorrowersName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | CERRITOS LAND PARTNERS | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship To Insider | NONE | RelationshipToInsider |
| Original Amount Of Loan | 1050000 | OriginalAmountOfLoan |
| Balance Due | 1010000 | BalanceDue |
| Date Of Note | 2010-11 | DateOfNote |
| Maturity Date | 2015-11 | MaturityDate |
| Repayment Terms | MTHLY INT ONLY PRINC DUE @ MAT | RepaymentTerms |
| Interest Rate | 8.0000 | InterestRate |
| Security Provided By Borrower | UNSECURED | SecurityProvidedByBorrower |
| Desc Of Lender Consideration | $ 1,050,000. | DescOfLenderConsideration |
| Consideration Fmv | 1050000 | ConsiderationFmv |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PORTFOLIO MGMT FEES | $153,061 | 153061 | 0 | 0 |
| CONSULTING | $73,081 | 36975 | 0 | 36106 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAXES, LICENSES & PERMITS | $255 | 255 |
| federal taxes | $12,597 |