SHURL AND KAY CURCI FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHURL AND KAY CURCI FOUNDATION (EIN 35-2554499)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2024-01-09
- IRS object ID
- 202420169349100387
- Schema version
- 2022v5.0
- 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 Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-09T12:33:24-08:00 | ReturnTs |
| Tax Period End | 2023-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954305874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lam Robinson & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N Barranca Street Suite 200 | AddressLine1Txt |
| City | West Covina | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352554499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHURL AND KAY CURCI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUR | BusinessNameControlTxt |
| Phone | 3106183650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2377 CRENSHAW BOULEVARD 300 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY E FUERMANN | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2024-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY E | PersonFirstNm |
| Person Last | FUERMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDE WONG | PreparerPersonNm |
| PTIN | P00543002 | PTIN |
| Phone | 6264309062 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,220,748 | 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 | $7,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,169 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,169 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,169 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $668,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $668,409 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $668,409 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $400,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $400,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $400,000 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $400,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,216,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,695,895 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,858,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,074,578 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,074,578 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $29,378 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,605 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $21,605 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $260,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,844 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,844 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $521,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $493,475 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $917,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $493,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,112 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,833,932 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,833,932 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,751,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $493,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,997,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,893,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $581,103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,074,578 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,353,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,156,088 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,156,088 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $33,333 | AcctRcvblAmt |
| Acct Rcvbl BOY | $33,333 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $33,333 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $33,333 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $35,388 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,327 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,327 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $7,282,690 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $7,282,690 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,282,690 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,000,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,011 | OtherAssetsBOYAmt |
| Total Assets BOY | $98,706,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,503,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,220,748 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,190 | AccountsPayableBOYAmt |
| Deferred Revenue BOY | -$6,070,668 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | -$9,359,943 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | -$6,050,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$9,359,943 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $104,756,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $100,863,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,756,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,863,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,706,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,503,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,756,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,893,214 | ExcessRevenueOverExpensesAmt |
| Subtotal | $100,863,381 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $100,863,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EDGEHILL - SHORT TERM INVESTMENTS | P | 2022-02-28 | 2022-10-13 | $28,415,182 | $31,121,959 | -$2,706,777 | -$2,706,777 |
| EDGEHILL - LONG TERM INVESTMENTS | P | 2022-02-28 | 2023-02-28 | $1,280,713 | $790,199 | $490,514 | $490,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,216,263 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,216,263 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,077 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,077 | SubtotalAmt |
| Tax Based On Investment Income | $8,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,798 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,798 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,721 | OverpaymentAmt |
| Applied To ES Tax | $11,721 | 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 |
| 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 |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHURL & KAY CURCI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106183650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2377 CRENSHAW BOULEVARD SUITE 300 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90501 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RONALD V ROSEQUIST | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Pres / Director | 12.00 | $75,000 |
| ROBERTA P IRISH | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Treas/Director | 5.00 | $0 |
| THOMAS G IRISH | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 1.00 | $0 |
| KAY CURCI | ||||||
| 5600 N YUCCA ROAD | PARADISE VALLEY | AZ | 85253 | Director | 0.00 | $0 |
| JOHN E HUGUENARD | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRACE | CA | 90501 | Director | 0.00 | $0 |
| JAMES G MITCHELL | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 12.00 | $0 |
| E DAVISSON HARDMAN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 5.00 | $0 |
| AMY E FUERMANN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Secretary | 15.00 | $5,833 |
| ROBERT TJIAN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $79,239,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,351,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $89,351,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,340,273 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,011,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,400,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,400,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,077 | TotalTaxAmt |
| Distributable Before Adj | $4,392,487 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,392,487 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,392,487 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,997,044 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,997,044 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,392,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,107,377 | UndistributedIncomePYAmt |
| Qualifying Distributions | $8,997,044 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,107,377 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,392,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,497,180 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,497,180 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,497,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,497,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAY CURCI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE 400 | BERKELEY | CA | 94704 | None | PC | SUPPORT FOR THE INNOVATIVE GENOMICS INITIATIVE SCHOLARS PROGRAM FOR LIFE SCIENCE RESEARCH | $25,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE 300 | WASHINGTON | DC | 20036 | None | PC | ASSOCIATE MEMBER DUES | $75,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1995 UNIVERSITY AVE 400 | BERKELEY | CA | 94704 | None | PC | HERNAN GARCIA BOOK PROJECT | $13,777 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 2195 HEARST AVE 130 | BERKELEY | CA | 94720 | None | PC | SUPPORT RESEARCH ON DOPAMINERGIC MODULATION OF SYNAPTIC PLASTICITY FOR DYNAMIC SPATIAL LEARNING | $250,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 216-76 | PASADENA | CA | 91125 | None | PC | SUPPORT RESERCH ON DARK PROTEOME-MEDIATED TRANSCRIPTIONAL CONTROL AT SINGLE-MOLECULE RESOLUTION | $250,000 |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| PO BOX 931003 | ATLANTA | GA | 31193 | None | PC | TO SUPPORT DISPLACED UKRAINIAN SCIENTISTS IN EASTERN EUROPE | $200,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 2195 HEARST AVE 130 | BERKELEY | CA | 94720 | None | PC | SUPPORT RESEARCH ON INVESTIGATING CONTROL MECHANISMS THAT PROTECT NEURONS FROM TOO MUCH PRESSURE. | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 490 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94143 | None | PC | SUPPORT RESEARCH ON MASSIVELY PARALLEL PROFILING OF THE SYNAPTOME AND CELL IDENTITY | $121,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 2195 HEARST AVE 130 | BERKELEY | CA | 94720 | None | PC | RESEARCH ON DECODING THE REGULATORY DYNAMICS UNDERLYING NEURAL CREST CONTROL OF ADULT HEART REGENERATION | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 490 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94143 | None | PC | SUPPORT RESEARCH ON VISUALIZING AND TARGETING CELL TYPES IN HUMAN BRAIN | $125,000 |
| LIFE SCIENCE RESEARCH FOUNDATION | |||||||
| 3520 SAN MARTIN DRIVE | BALTIMORE | MD | 21218 | None | PC | THREE POST-DOCTORAL FELLOWSHIPS | $184,250 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | None | PC | SUPPORT RESEARCH ON NEUROMODULATION OF HUMAN NEOCORTICAL NEURONS BY OXYTOCIN IN THE JUVENILE AUTISTIC BRAIN | $250,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 164-30 | PASADENA | CA | 91125 | None | PC | SUPPORT RESEARCH ON MECHANISMS OF DNA INTERSTRAND CROSS-LINK REPAIR | $139,700 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 2195 HEARST AVE 130 | BERKELEY | CA | 94720 | None | PC | SUPPORT RESEARCH ON USING CRISPR-CAS9 GENOME EDITING TO CHARACTERIZE THE ROLE OF ARCHAEA IN THE HUMAN MICROBIOTA | $135,986 |
| GEORGIA TECH RESEARCH CORPORATION | |||||||
| 926 DALNEY STREET NW | ATLANTA | GA | 30318 | None | PC | SUPPORT RESERACH ON IDENTIFYING BIOLOGICAL BASINS OF ATTRACTION WITH SPECTROSCOPIC MICROSCOPY | $164,023 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | None | PC | SUPPORT RESEARCH ON MODELING BACTERIAL GROWTH DYNAMICS AND PHYSIOLOGICAL ADAPTATION IN FLUCTUATING ENVIRONMENTS | $211,752 |
| CALFIORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 164-30 | PASADENA | CA | 91125 | None | PC | SUPPORT RESEARCH ON RAMAN-GUIDED SUBCELLULAR PHARMACO-METABOLOMICS FOR DECIPHERING METABOLIC CONTROL IN METASTATIC MELANOMA | $160,000 |
| STANFORD UNIVERSITY | |||||||
| 325 GALVEZ STREET | STANFORD | CA | 94305 | None | PC | SUPPORT RESEARCH ON GENOMIC AND METHYLOMIC LANDSCAPE OF PEDIATRIC HIGH-GRADE GLIOMAS CONTRIBUTE TO TUMOR PATHOPHYSIOLOGY | $200,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURG | PA | 15213 | None | PC | SUPPORT RESEARCH ON A NEW PLATFORM FOR RAPID, SCALABLE RENEWABLE ASSAYS OF EMERGENT VIRAL DISEASE INFECTION | $125,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 850 REPUBLICAN ST C-5 | SEATTLE | WA | 98195 | None | PC | PH.D SCHOLARS PROGRAM | $889,920 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 101 DURANT HALL MC 2930 | BERKELEY | CA | 94720 | None | PC | PH.D SCHOLARS PROGRAM | $865,200 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE MAIL CODE 0376 | LA JOLLA | CA | 92093 | None | PC | PH.D SCHOLARS PROGRAM | $889,920 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA BLDG 402 | SANTA BARBARA | CA | 93106 | None | PC | ARTS & LECTURES | $5,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA KOHN HALL | SANTA BARBARA | CA | 93106 | None | PC | THEORETICAL PHYSICS | $10,000 |
| INNOVATIVE GENOMICS INITIATIVE | |||||||
| 1995 UNIVERSITY AVE SUITE 400 | BERKELEY | CA | 94704 | None | PC | IGI-GENOMIC DISCOVER TOLL FUND | $625,000 |
| THE NATURE CONSERVANCY | |||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | None | PC | NATURE CONSERVANCY | $25,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | None | PC | MEDICAL RESEARCH TO SUPPORT FELLOWSHIP FOR INTERNATIONAL SENIOR POST-DOCS | $25,000 |
| THE NATURE CONSERVANCY | |||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | None | PC | NATURE CONSERVANCY | $35,000 |
| RELIEF INTERNATIONAL | |||||||
| 1101 14TH ST NW 1100 | WASHINGTON | DC | 20005 | None | PC | HUMANITARIAN RELIEF | $25,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD NE 1400 | ATLANTA | GA | 30322 | None | PC | EDUCATION | $25,000 |
| CITIZENS UNITED FOR RESEARCH IN EPI | |||||||
| 420 N WABASH AVE 650 | CHICAGO | IL | 60611 | None | PC | MEDICAL RESEARCH | $25,000 |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY ST 4TH FL | REDWOOD CITY | CA | 94063 | None | PC | EDUCATION | $25,000 |
| THE NATURE CONSERVANCY | |||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | None | PC | NATURE CONSERVANCY | $25,000 |
| UNIVERSITY OF UTAH | |||||||
| 332 S 1400 EAST STE 160 | SALT LAKE CITY | UT | 84112 | NONE | PC | PH.D SCHOLARS PROGRAM | $458,309 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 550 16TH ST RM 0402 | SAN FRANCISCO | CA | 94158 | NONE | PC | PH.D SCHOLARS PROGRAM | $424,360 |
| UNIVERSITY OF COLORADO | |||||||
| 1305 UNIVERSITY AVE | BOULDER | CO | 80302 | NONE | PC | PH.D SCHOLARS PROGRAM | $458,309 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGE | PA | 15213 | NONE | PC | SUPPORT RESEARCH ON VISUALIZING TUMOR-KILLING CELLS IN ACTION: HIGH PRECISION IMAGING OF T CELL ANTITUMOR IMMUNITY | $249,477 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 926 DANLEY ST NW | ATLANTA | GA | 30318 | NONE | PC | SUPPORT RESEARCH ON ESTABLISHING THE NEURAL MECHANISMS BEHIND OUR COGNITIVE MAPS THROUGH DEVELOPMENT OF A VIRTUAL REALITY AND CLOSED-LOOP NEUROFEEDBACK PLATFORM. | $109,212 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 926 DANLEY ST NW | ATLANTA | GA | 30318 | NONE | PC | SUPPORT RESEARCH ON ESTABLISING THE NEURAL MECHANISMS BEHIND OUR COGNITIVE MAPS THROUGH DEVELOPMENT OF A VIRTUAL REALITY AND CLOSED-LOOP NEUROFEEDBACK PLATFORM. | $8,737 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 926 DALNEY ST NW | ATLANTA | GA | 30318 | NONE | PC | SUPPORT RESEARCH ON NANOWIRES TO REGULATE CELLULAR FATE TRAJECTORIES OF T CELLS | $250,000 |
| STANFORD UNIVERSITY | |||||||
| 325 GALVEZ ST | STANFORD | CA | 94305 | NONE | PC | SUPPORT RESEARCH ON A MICRORNA CLUSTER UNIQUE TO PLACENTAL MAMMALS CONTROLS DEVELOPMENT OF THE CLINICALLY IMPORTANT CORTICOSPINAL PROJECTION. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,833,932 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,169 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $668,409 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $400,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,216,263 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,141,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,141,685 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KAY CURCI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 N YUCCA ROAD | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit and Tax Returns | CategoryTxt |
| Amt | $21,605 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,605 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $7,282,690 | CostOrOtherBasisAmt |
| Book Value | $7,282,690 | BookValueAmt |
| EOYFMV | $10,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $29,378 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,378 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING / INVESTMENT MANAGER FEES | $493,475 | $493,475 | |
| DATA PROCESSING/WEBSITE | $16,390 | $16,390 | |
| Insurance | $9,822 | $9,822 | |
| OTHER FEES | $1,240 | $1,240 | |
| PENALTY | $1,010 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Income Tax | CategoryTxt |
| Amt | $260,000 | Amt |