2024-04-29T11:29:28-07:00 2023-12-31 815014645 LAW OFFICE OF WILLIAM E JACOBS 11437 MEADOW CREEK RD EL CAJON CA 92020 990PF 2023-01-01 330640939 THE CURLEY FOUNDATION CURL 6195898151 8405 ZETA STREET LA MESA CA 91942 CARMEN J BERRY President 2024-04-29 true CARMEN J BERRY 999009999 true WILLIAM E JACOBS ATTORNEY P00062415 6194442100 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1388734 X X 40706 40706 114156 896206 114156 1707 1629 156569 156491 28846 6251 28846 9009 2252 9009 7371 4865 7371 19391 19391 19391 3056 1240 3056 4406 2594 4406 72079 36593 72079 125000 125000 197079 36593 197079 -40510 119898 28566 45406 45406 89611 71331 68036 905148 920365 1197305 137640 83353 77987 3124 3124 1160965 1120455 1388734 0 X 1160965 1120455 1160965 1120455 1160965 1120455 1160965 -40510 1120455 1120455 WELLS FARGO ACCT XXXX-XX30 STS ATTD P 2023-01-22 2023-01-22 126906 128655 -1749 -1749 WELLS FARGO ACCT XXXX-XX30 STS ATTD P 2023-01-23 2023-01-23 69000 69000 WELLS FARGO ACCT XXXX-XX30 STS ATTD P 2023-01-23 2023-01-23 219748 178794 40954 40954 WELLS FARGO ACCT XXXX-XX30 STS ATTD P 2023-01-23 2023-01-23 3000 3000 WELLS FARGO ACCT XXXX-XX29 STS ATTD P 2023-01-23 2023-01-23 89170 87562 1608 1608 WELLS FARGO ACCCT XXXX-XX29 STS ATTD P 2023-01-23 2023-01-23 59674 59674 WELLS FARGO ACCCT XXXX-XX29 STS ATTD P 2023-01-23 2023-01-23 328450 255362 73088 73088 LEHMAN BROTHERS HOLDINGS MDM TERM NOTES P 2007-02-06 2023-10-05 3 3 Capital Gain Dividends 255 114156 113901 1667 1667 1667 500 500 1167 0 false false false false false false false true true CA true false false false false true N/A CARMEN J BERRY 6195898151 8405 ZETA STREET LA MESA CA 919422842 false false false false false false false false false false false false false false false false false false false false false false MONA NESHEIM 10269 AVENIDA REAL LAKESIDE CA 92040 Director 1.00 0 CARMEN J BERRY 8405 ZETA STREET LA MESA CA 919422842 PRESIDENT & DIR 20.00 28846 CARMEN J BERRY 8405 ZETA STREET LA MESA CA 919422842 Secretary & Dir 20.00 0 CHRISTOPHER IAN MARTIN BERRY 8405 ZETA STREET LA MESA CA 919422842 CFO 1.00 0 CHRISTOPHER IAN MARTIN BERRY 8405 ZETA STREET LA MESA CA 919422842 Vice Pres & Dir 1.00 0 NONE NONE 1380906 36986 0 1417892 0 1417892 21268 1396624 69831 69831 1667 1667 68164 68164 68164 197079 197079 68164 188706 170958 96475 110109 111483 677731 197079 0 68164 128915 806646 0 188706 617940 170958 96475 110109 111483 128915 THE CURLEY FOUNDATION 8405 ZETA STREET LA MESA CA 91942 6195898151 BERRYCJ@COX.NET THE FOUNDATION DISSEMINATES APPLICATION FORMS TO SAN DIEGO AREA HIGH SCHOOLS AND COLLEGES FOR USE IN MAKING APLICATIONS FOR GRANTS (SEE ATTACHED APPLICATION FORM). NONE NO MORE THAN ONE-THIRD OF THE TOTAL GRANTS MADE MAY BE AWARDED TO PERSONS WHO RECEIVE THEIR PRIMARY AND SECONDARY EDUCATION OUTSIDE OF SAN DIEGO COUNTY, CALIFORNIA. NO OTHER RESTRICTIONS OR LIMITATIONS APPLY. MALIA ACOL 2534 DEERPARK DRIVE SAN DIEGO CA 92110 NONE I COLLEGE TUITION AND EXPENSES 3000 GIANNA BERTSCHE 7720 COMPASS LAKE DRIVE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 4000 AIDAN JAMES BOGURSKY 52 HICKORY LANE RIDGEFIELD CT 06877 NONE I COLLEGE TUITION AND EXPENSES 6000 BREANNA FREIBERG 35710 DATE PALM STREET WINCHESTER CA 92596 NONE I COLLEGE TUITION AND EXPENSES 6000 EMILIA NAU GONZALEZ 627 WESTBOURNE STREET LA JOLLA CA 92037 NONE I COLLEGE TUITION AND EXPENSES 6000 DANICA ANNE HANSEN 3 WYETH STREET LADERA RANCH CA 92694 NONE I COLLEGE TUITION AND EXPENSES 6000 SLOANE GABRIELLA LA BRIE 2705 EAST JACARANDA AVENUE ORAGNG CA 92867 NONE I COLLEGE TUITION AND EXPENSES 6000 JASMINE LAWSON 8905 MEMIKE PLACE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 4000 KARYNA LOPEZ 1563 ORANGE PLACE ESCONDIDO CA 92025 NONE I COLLEGE TUITION AND EXPENSES 6000 EMMA MACIAS 350 ALDWYCH ROAD EL CAJON CA 92020 NONE I COLLEGE TUITION AND EXPENSES 6000 JOSEPH MACIAS 350 ALDWYCH ROAD EL CAJON CA 92020 I COLLEGE TUITION AND EXPENSES 6000 AUDREY MASKIEWICZ 1420 WILDMEADOW PLACE ENCINITAS CA 92024 NONE I COLLEGE TUITION AND EXPENSES 6000 MATTHEW MCDONALD 8545 MISSION GORGE ROAD 240 SANTEE CA 92071 NONE I COLLEGE TUITION AND EXPENSES 5000 MEGAN MCVAY 199 N HARVARD STREET APT N405 ALLSTON MA 02134 NONE I COLLEGE TUITION AND EXPENSES 6000 JONAH OLSEN 10360 RANCHO CARMEL DRIVE SAN DIEGO CA 92128 NONE I COLLEGE TUITION AND EXPENSES 6000 MIA KATHLEEN MCELVAIN 7632 LAKE REE AVENUE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 6000 CALEB PAGE 366 RIVER TRAIL PLACE SANTEE CA 92071 NONE I COLLEGE TUITION & EXPENSES 6000 ABIGAIL RIMMER 1091 VIA VERA CRUZ SAN MARCOS CA 92078 NONE I COLLEGE TUITION AND EXPENSES 6000 JADEN RUCKLE 10718 LEN STREET SANTEE CA 92071 NONE I COLLEGE TUITION AND EXPENSES 3000 CECI WARREN 1921 RUNNING BRANCH WAY TUSTIN CA 92780 NONE I COLLEGE TUITION AND EXPENSES 6000 SAMUEL ODENKIRK 10450 AVANTI AVENUE SANTEE CA 92071 NONE I COLLEGE TUITION AND EXPENSES 6000 DEVED S SHAMOUN 234 LINDELL AVENUE EL CAJON CA 92020 NONE I COLLEGE TUITION AND EXPENSES 6000 VERONICA SMITH 7435 RONDEL COURT SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 4000 125000 14 40706 114156 FEDERAL REFUND OF EXCISE TAX 1 1600 SECURITIES LITIG'N REFUND 14 7 WORKERS' COMP REFUND 14 100 42413 114156 156569 false false false false false false false false false false WILLIAM E. JACOBS ATTORNEY AT LAW 7371 4865 0 7371 SEE ATTACHED WELLS FARGO STMTS 83353 77987 SEE ATTACHED WELLS FARGO STMTS 920365 1197305 55277 53908 16054 14128 Machinery and Equipment 3124 3124 WILLIAM E. JACOBS ATTORNEY AT LAW 9009 2252 0 9009 ACCRUED INTEREST ON SECURITIES PURCHASED 531 531 531 ADR FEES 13 13 13 BOND PREMIUMS 1562 1562 1562 DEPARTMENT OF JUSTICE FILING FEE 50 50 PAYROLL PROCESSING FEES 2250 488 2250 FEDERAL REFUND OF EXCISE TAX 1600 1600 SECURITIES LITIG'N REFUND 7 7 WORKERS' COMP REFUND 100 22 INVESTMENT MANAGEMENT FEES 19391 19391 0 19391 FOREIGN TAXES ON DIVIDENDS 737 737 737 PAYROLL TAXES 2319 503 2319