SHURL AND KAY CURCI FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHURL AND KAY CURCI FOUNDATION (EIN 35-2554499)
- Tax period
- 2023-03-01 to 2024-02-29
- Filed
- 2024-12-05
- IRS object ID
- 202413409349100116
- Schema version
- 2023v5.1
- 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
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-05T17:43:52-08:00 | ReturnTs |
| Tax Period End | 2024-02-29 | 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 | 2023-03-01 | 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 | 3106183645 | 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 | 2024-12-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,890,274 | 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 | $9,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,393 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,393 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,393 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,011,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,011,451 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,011,451 | 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 | -$3,933,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,956,789 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $193 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $193 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $193 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,985,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,419,037 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,419,037 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $260,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $260,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,226 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $67,226 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $80,965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,176 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $74,106 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $74,106 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $462,089 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,787 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,157,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $462,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $690,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,494,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,494,657 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,652,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $462,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,184,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,666,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $956,948 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,419,037 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,156,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,565,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,565,164 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $277,855 | AcctRcvblAmt |
| Acct Rcvbl BOY | $33,333 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $277,855 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $277,855 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $31,327 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $47,255 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $47,255 | 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 |
| Total Assets BOY | $91,503,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,172,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,890,274 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $28,840 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | -$9,359,943 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $8,947,161 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | -$9,359,943 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,976,001 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $100,863,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $95,196,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,863,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,196,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,503,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,172,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,863,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,666,418 | ExcessRevenueOverExpensesAmt |
| Subtotal | $95,196,963 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $95,196,963 | 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 | 2023-01-01 | 2023-12-19 | $4,931,752 | $4,932,936 | -$1,184 | -$1,184 |
| EDGEHILL - LONG TERM INVESTMENTS | P | 2022-01-01 | 2023-12-19 | $13,025,037 | $16,957,302 | -$3,932,265 | -$3,932,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,933,449 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,184 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,302 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,302 | SubtotalAmt |
| Tax Based On Investment Income | $13,302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,721 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $46,721 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $33,419 | OverpaymentAmt |
| Applied To ES Tax | $33,419 | 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 | 3106183645 | 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 (6 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 | 16.00 | $100,000 |
| E DAVISSON HARDMAN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Treas/Director | 8.00 | $0 |
| KAY CURCI | ||||||
| 5600 N YUCCA ROAD | PARADISE VALLEY | AZ | 85253 | Director | 0.00 | $0 |
| JAMES G MITCHELL | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 7.00 | $0 |
| AMY E FUERMANN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Secretary | 25.00 | $35,000 |
| ROBERT TJIAN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAOKO TANESE | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SCIENCE OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $300,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,300,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,667,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $93,667,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,405,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,262,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,613,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,613,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,302 | TotalTaxAmt |
| Distributable Before Adj | $4,599,805 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,599,805 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,599,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,184,917 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,184,917 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,599,805 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,497,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,497,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,184,917 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,599,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,585,112 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,082,292 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,082,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,497,180 | ExcessFromYear1Amt |
| Excess From Current Year | $7,585,112 | 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 (44 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 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 490 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94143 | None | PC | SUPPORT RESEARCH ON GENETICALLY TARGETED BIOELECTONICS TO MAP BRAIN-BODY PATHWAYS | $250,000 |
| 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 |
| 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. | $243,115 |
| 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 DEFINING CELLULAR BARRIERS TO CROSS-SPECIES VIRUS INFECTIONS | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 490 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94143 | None | PC | SUPPORT RESEARCH ON AREAL SPECIFICATION OF THE HUMAN PREFRONTAL CORTEZ | $250,000 |
| LIFE SCIENCE RESEARCH FOUNDATION | |||||||
| 3520 SAN MARTIN DRIVE | BALTIMORE | MD | 21218 | None | PC | THREE POST-DOCTORAL FELLOWSHIPS | $220,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | None | PC | SUPPORT RESEARCH ON A MICRORNA CLUSTER UNIQUE TO PLACENTAL MAMMALS CONTROLS DEVELOPMENT OF THE CLINICALLY IMPORTANT CORTOSOSPINAL PROJECTION | $250,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 164-30 | PASADENA | CA | 91125 | None | PC | SUPPORT RESEARCH ON REWRITING THE STORY OF PLANT GENETIC ENGINEERING WITH NANOTECHNOLOGY. | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 2195 HEARST AVE 130 | BERKELEY | CA | 94720 | None | PC | SUPPORT RESEARCH ON IDENTIFYING NOVEL TARGETS OF AGING AND LIFESPAN ACCROSS ORGANISMAL, POPULATION, AND MOLECULAR SCALES | $248,400 |
| GEORGIA TECH RESEARCH CORPORATION | |||||||
| 926 DALNEY STREET NW | ATLANTA | GA | 30318 | None | PC | SUPPORT RESERACH ON DEORPHANIZATION OF PLEIOTROPIC DRUG RESISTANCE TRANPORTERS | $250,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | None | PC | SUPPORT RESEARCH ON MODELING BACTERIAL GROWTH DYNAMICS AND PHYSIOLOGICAL ADAPTATION IN FLUCTUATING ENVIRONMENTS | $211,236 |
| CALFIORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 164-30 | PASADENA | CA | 91125 | None | PC | SUPPORT RESEARCH ON DISSEMINATING THE ROLE OF HORIZONTAL GENE TRANSFER IN ANTIMICROBIAL RESISTANCE ACQUISITION VIA CULTURE-INDPENDENT APPROACHES | $104,773 |
| STANFORD UNIVERSITY | |||||||
| 325 GALVEZ STREET | STANFORD | CA | 94305 | None | PC | SUPPORT RESEARCH ON ORIGIN AND NEURODEVELOPMENTAL ROLES OF PERINATAL CEREBROSPINAL FLUID | $250,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURG | PA | 15213 | None | PC | SUPPORT RESEARCH ON CIRCADIAN HETEROGENEITY AT THE HOST-MICROBE INTERFACE | $250,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 850 REPUBLICAN ST C-5 | SEATTLE | WA | 98195 | None | PC | PH.D SCHOLARS PROGRAM | $916,618 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 101 DURANT HALL MC 2930 | BERKELEY | CA | 94720 | None | PC | PH.D SCHOLARS PROGRAM | $891,156 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE MAIL CODE 0376 | LA JOLLA | CA | 92093 | None | PC | PH.D SCHOLARS PROGRAM | $916,618 |
| 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 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA KOHN HALL | SANTA BARBARA | CA | 93106 | None | PC | UC SANTA BARBARA OPEN SPACE PROJECT | $10,000 |
| 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 |
| 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 |
| THE NATURE CONSERVANCY | |||||||
| 923 NUUANU AVE | HONOLULU | HI | 96817 | None | PC | NATURE CONSERVANCY | $12,500 |
| UNIVERSITY OF UTAH | |||||||
| 332 S 1400 EAST STE 160 | SALT LAKE CITY | UT | 84112 | NONE | PC | PH.D SCHOLARS PROGRAM | $944,116 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 550 16TH ST RM 0402 | SAN FRANCISCO | CA | 94158 | NONE | PC | PH.D SCHOLARS PROGRAM | $874,182 |
| UNIVERSITY OF COLORADO | |||||||
| 1305 UNIVERSITY AVE | BOULDER | CO | 80302 | NONE | PC | PH.D SCHOLARS PROGRAM | $944,116 |
| 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 | $249,585 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 926 DALNEY 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. | $123,522 |
| 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 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 926 DALNEY ST NW | ATLANTA | GA | 30318 | NONE | PC | SUPPORT RESEARCH ON ORCHESTRATING AGILE COORDINATED MOTOR CONTROL WITH PRECISE SPIKE TIMING | $207,525 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | PC | MEDICAL/HUMANITARIAN RELIEF | $12,500 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | NONE | PC | SUPPORT SCIENTIFIC RESEARCH | $25,000 |
| SCIENCE PHILANTHROPY ALLIANCE | |||||||
| 2625 Middlefield Rd 870 | Palo Alto | CA | 94306 | PC | SUPPORT SCIENTIFIC RESEARCH. | $75,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 101 DURANT HALL MC 2930 | BERKELEY | CA | 94720 | NONE | PC | PH.D FELLOWSHIP PROGRAM | $330,025 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DR MC 0376 | LA JOLLA | CA | 92093 | NONE | PC | PH.D FELLOWSHIP PROGRAM | $165,780 |
| UNIVERSITY OF WASHINGTON | |||||||
| 850 REPULICAN ST C-5 | SEATTLE | WA | 98195 | PC | PH.D FELLOWSHIP PROGRAM | $82,890 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,494,657 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,393 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,011,451 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $400,000 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,933,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$2,514,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,514,412 | 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 | $9,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $80,965 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $80,965 | 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 | $67,226 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $67,226 | 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 | $462,089 | $462,089 | |
| INSURANCE | $13,131 | $13,131 | |
| OPERATION EXPENSE | $21,382 | $21,382 | |
| PAYROLL TAX | $20,774 | $20,774 | |
| TAX & LICENSE | $500 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $193 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $193 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $193 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $52,176 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $52,176 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Income Tax | CategoryTxt |
| Amt | $5,000 | Amt |