SHURL AND KAY CURCI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHURL AND KAY CURCI FOUNDATION (EIN 35-2554499)
- Tax period
- 2021-03-01 to 2022-02-28
- Filed
- 2023-01-13
- IRS object ID
- 202300139349100325
- Schema version
- 2021v4.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-13T16:01:15-08:00 | ReturnTs |
| Tax Period End | 2022-02-28 | 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 | 2021-03-01 | 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 | 3106183600 | 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 | 2023-01-13 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,423,427 | 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 | $6,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,234 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22,234 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $988,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $988,395 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $988,395 | 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 | $18,690,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,237,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,690,798 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $18,690,798 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $165,983 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $165,983 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $165,983 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $26,767,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,267,410 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,267,410 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $120 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,699 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $20,699 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $27,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $688,354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $667,845 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $786,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $667,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,959,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,959,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,745,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $667,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,050,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,021,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,599,565 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,267,410 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,878,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,353,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,353,695 | 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 EOY | $35,388 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,388 | 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 | -$17,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,011 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,011 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,177,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,706,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,423,427 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $20,190 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $13,442,792 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | -$6,070,668 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $13,442,792 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$6,050,478 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $83,734,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $104,756,595 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,734,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,756,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,177,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,706,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,734,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,021,845 | ExcessRevenueOverExpensesAmt |
| Subtotal | $104,756,595 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $104,756,595 | 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 & LONG-TERM INVESTMENTS | P | 2021-02-28 | 2022-02-28 | $130,968,260 | $112,546,973 | $18,421,287 | $18,421,287 |
| MORGAN STANLEY - SHORT & LONG TERM | P | 2021-02-28 | 2022-02-28 | $269,511 | $269,511 | $269,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,690,798 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,690,798 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $272,434 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $272,434 | SubtotalAmt |
| Tax Based On Investment Income | $272,434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,972 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $287,972 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5,740 | EsPenaltyAmt |
| Overpayment | $9,798 | OverpaymentAmt |
| Applied To ES Tax | $9,798 | 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 | TRANSPACIFIC DEVELOPMENT CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106183600 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | 10.00 | $50,000 |
| ROBERTA P IRISH | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Treas/Director | 3.00 | $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 | 10.00 | $0 |
| E DAVISSON HARDMAN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 2.00 | $0 |
| AMY E FUERMANN | ||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Secretary | 3.00 | $0 |
| 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 | $81,072,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,606,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,678,044 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $100,678,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,510,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,167,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,958,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,958,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $272,434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $272,434 | TotalTaxAmt |
| Distributable Before Adj | $4,685,960 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,685,960 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,685,960 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,050,720 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,050,720 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,685,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,472,137 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,050,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,472,137 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,578,583 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,107,377 | UndistributedIncomeCYAmt |
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 (37 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 | $200,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE 300 | WASHINGTON | DC | 20036 | None | PC | ASSOCIATE MEMBER DUES | $75,000 |
| GEORGIA TECH RESEARCH CORPORATION | |||||||
| 505 TENTH STREET NW | ATLANTA | GA | 30332 | None | PC | SUPPORT RESEARCH ON MECHANISMS CONTROLLING ANTIBIOTIC TOLERANCE IN CHRONIC HUMAN INFECTION | $135,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1608 4TH STREET 318-23 | BERKELEY | CA | 94710 | None | PC | CREATE AN INNOVATIVE TECHNIQUE TO LINK GUIDE RNAS WITH ALTERATIONS IN PROTEIN-LEVEL MOLECULAR PHENOTYPES | $125,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 216-76 | PASADENA | CA | 91125 | None | PC | SUPPORT RESERCH ON LARGE SCALE SINGLE-CELL DATA ANNOTATION FOR DIGITAL CANCER PATHOLGY | $250,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 216-76 | PASADENA | CA | 91125 | None | PC | SUPPORT RESEARCH ON BUILDING CROSS-GENUS GENOME CHIMERAS | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1608 4TH STREET 318-23 | BERKELEY | CA | 94710 | None | PC | SUPPORT RESEARCH ON MOLECULAR STRATEGIES FOR NEURONAL INTEGRATION | $115,623 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1608 4TH STREET 318-23 | BERKELEY | CA | 94710 | None | PC | SUPPORT RESERCH ON EXPANDING GENOME EDITING TECHNOLOGY | $147,734 |
| 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 | $186,250 |
| 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 | $192,968 |
| 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 | $128,847 |
| GEORGIA TECH RESEARCH CORPORATION | |||||||
| 926 DALNEY STREET NW | ATLANTA | GA | 30318 | None | PC | SUPPORT RESERACH ON IDENTIFYING BIOLOGICAL BASINS OF ATTRACTION WITH SPECTROSCOPIC MICROSCOPY | $234,023 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | None | PC | SUPPORT RESEARCH ON TIPPING THE BALANCE OF THE BRAIN:IDENTIFYING CIRCUIT MECHANISMS OF RECOVERY AFTER CORTICAL DAMAGE | $249,947 |
| 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 |
| CAREGIE 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 REUPLICAN ST C-5 | SEATTLE | WA | 98195 | None | PC | PH.D SCHOLARS PROGRAM | $432,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 101 DURANT HALL MC 2930 | BERKELEY | CA | 94720 | None | PC | PH.D SCHOLARS PROGRAM | $420,000 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE MAIL CODE 0376 | LA JOLLA | CA | 92093 | None | PC | PH.D SCHOLARS PROGRAM | $432,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA BLDG 402 | SANTA BARBARA | CA | 93106 | None | PC | ARTS & LECTURES | $10,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA KOHN HALL | SANTA BARBARA | CA | 93106 | None | PC | THEORETICAL PHYSICS | $10,000 |
| CHINLE PLANTING HOPE | |||||||
| PO BOX 4119 | CHINLE | AZ | 86503 | None | PC | COMMUNITY, NEIGHBORHOOD DEVELOPMENT, IMPROVEMENT | $10,000 |
| UCSB FOUNDATION | |||||||
| UNIVERSITY OF CA | SANTA BARBAA | CA | 93106 | None | PC | ECOSYSTEM MAINTENANCE ENDOWMENT | $10,000 |
| PSU | |||||||
| PO BOX 243 | PORTLAND | OR | 97207 | None | PC | EDUCATION/STUDENT RELIEF | $10,000 |
| UC REGENTS | |||||||
| 1995 UNIVERSITY AVE 400 | BERKELEY | CA | 94704 | None | PC | INNOVATIVE GENOMICS INSTITUTE - LABORATORY RESEARCH | $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 | $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 |
| 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 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER ST 11TH FL | SAN FRANCISCO | CA | 94101 | None | PC | NATURE CONSERVANCY | $12,500 |
| OAKLAND-ALAMEDA COUNTY COLISEUM FUN | |||||||
| 7000 COLISEUM WAY | OAKLAND | CA | 94621 | None | PC | EDUCATION | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,959,392 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,234 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $988,395 | 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 | $165,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,690,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,267,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,267,410 | 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 | $6,500,000 | 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 | $20,699 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,699 | 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 | $120 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $120 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Excise Tax Receivable | $64,603 | $1,010 | $1,011 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATOR FEES | $22,703 | $22,703 | |
| CONSULTING / INVESTMENT MANAGER FEES | $345,362 | $345,362 | |
| DATA PROCESSING/WEBSITE | $16,287 | $16,287 | |
| Insurance | $2,960 | $2,960 | |
| INVESTMENT EXPENSES | $299,780 | $299,780 | |
| OTHER FEES | $1,262 | $1,262 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $165,983 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $165,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $165,983 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Income Tax | CategoryTxt |
| Amt | $27,000 | Amt |