SHURL AND KAY CURCI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHURL AND KAY CURCI FOUNDATION (EIN 35-2554499)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2022-01-12
- IRS object ID
- 202200129349100820
- Schema version
- 2020v4.0
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-12T11:27:41-08:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | 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 | ROBERTA P IRISH | PersonNm |
| Person Title | CFO / Director | PersonTitleTxt |
| Signature | 2022-01-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERTA P | PersonFirstNm |
| Person Last | IRISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,976,531 | 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 | $8,275,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89,208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,208 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $89,208 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,011,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,011,111 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,011,111 | 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 | $623,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,210,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $623,758 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $623,758 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$35,715 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$35,715 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$35,715 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,363,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,088,362 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,088,362 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,444 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,444 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,281 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,281 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,487 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $19,487 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,096 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,485 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,318 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,318 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,081 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,707 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,773,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,773,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,881,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,867,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,481,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,088,362 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,088,362 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,123,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,878,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,878,595 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $33,333 | AcctRcvblAmt |
| Acct Rcvbl BOY | $33,333 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $33,333 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $33,333 | AcctRcvblEOYFMVAmt |
| 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 | -$45,240 | OtherAssetsBOYAmt |
| Other Assets EOY | -$17,076 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $64,603 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $78,394,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,177,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,976,531 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $1,141,554 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $13,442,792 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $1,141,554 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,442,792 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $77,252,948 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,734,750 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,252,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,734,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,394,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,177,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,252,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,481,817 | ExcessRevenueOverExpensesAmt |
| Subtotal | $83,734,765 | SubtotalAmt |
| Other Decreases | $15 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,734,750 | 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 |
|---|---|---|---|---|---|---|---|
| Morgan Stanley-Short & Long Term Invest | P | 2020-02-28 | 2021-02-28 | $27,085,652 | $26,586,468 | $499,184 | $499,184 |
| Morgan Stanley-L/T Capital Gain Distrib | P | 2020-02-28 | 2021-02-28 | $124,574 | $124,574 | $124,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $623,758 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $623,758 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,028 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,028 | SubtotalAmt |
| Tax Based On Investment Income | $29,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,972 | OverpaymentAmt |
| Applied To ES Tax | $10,972 | 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 | 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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| RONALD V ROSEQUIST | |||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Pres / Director | 10.00 | $48,333 | $625 |
| ROBERTA P IRISH | |||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Treas/Director | 2.00 | $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 | 8.00 | $0 | |
| E DAVISSON HARDMAN | |||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 2.00 | $0 | $1,846 |
| AMY E FUERMANN | |||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Secretary | 2.00 | $0 | |
| ROBERT TJIAN | |||||||
| 2377 CRENSHAW BOULEVARD 300 | TORRANCE | CA | 90501 | Director | 1.00 | $0 | $640 |
| 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 | $71,330,005 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,046,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,376,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $84,376,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,265,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,111,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,155,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,155,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,028 | TotalTaxAmt |
| Distributable Before Adj | $4,126,536 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,126,536 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,126,536 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,867,060 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,867,060 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,867,060 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,126,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,212,661 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,867,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,212,661 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $654,399 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,472,137 | 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 (23 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 |
| SCIENCE PHILONTHROPY NEW VENTURE FU | |||||||
| 1201 CONNECTICUT AVE 300 | WASHINGTON | DC | 20036 | None | PC | ASSOCIATE MEMBER DUES | $75,000 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE 400 | BERKELEY | CA | 94704 | None | PC | COVID-19 IGI TESTING AND COVID 19-CRISPR DIAGNOSTIC | $1,250,000 |
| GEORGIA TECH RESEACH CORPORATION | |||||||
| P O BOX 100117 | ATLANTA | GA | 30384 | None | PC | COVID-19 MG FINN PROJECT: A RAPID PAPER TEST FOR SIMULTANEOUS DETECTION AND SARS-COV-2 | $233,280 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | None | PC | COVID-19 NILES PIERCE PROJECT: DEVELOPING A SENSITIVE, RAPID, OVER-THE-COUNTER TEST FOR SARS-COV-2 | $268,073 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | None | PC | MEDICAL RESEARCH TO SUPPORT CURCI FELLOWSHIP FOR INTERNATIONAL SENIOR POST-DOCS | $25,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1995 UNIVERSITY AVE 400 | BERKELEY | CA | 94704 | None | PC | HERNAN GARCIA BOOK PROJECT | $25,000 |
| RELIEF INTERNATIONAL | |||||||
| 1101 14TH STREET NW 1100 | WASHINGTON | DC | 20005 | None | PC | HUMANITARIAN RELIEF | $25,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | None | PC | UCSB ARTS & LECTURES | $20,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CALIFORNIA KOHN HALL | SANTA BARBARA | CA | 93106 | None | PC | UCSB KAVLI INSTITUTE FOR THEORETICAL PHYSICS | $20,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY F | |||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 94707 | None | PC | DEPARTMENT OF MOLECULAR & CELL BIOLOGY - INTERNATIONAL GRADUATE FUND | $50,000 |
| OAKLAND-ALAMEDA COUNTY COLISEUM FUN | |||||||
| 7000 COLISEUM WAY | OAKLAND | CA | 94621 | None | PC | EDUCATION | $12,500 |
| UC REGENTS | |||||||
| 1995 UNIVERSITY AVE 400 | BERKELEY | CA | 94704 | None | PC | INNOVATIVE GENOMICS INSTITUTE - LABORATORY RESEARCH | $25,000 |
| UNIVERSITY OF CA BERKELEY FOUNDATIO | |||||||
| 101 DURANT HALL | BERKELEY | CA | 94720 | None | PC | COVID-19 HAND SANITIZER PROJECT AT THE TJIAN LAB | $100,000 |
| THE UCLA FOUNDATION | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | None | PC | COVID-19 RIMOIN EMERGING INFECTIOUS DISEASE RAPID RESEARCH FUND | $1,000,000 |
| BERKLEY LAB FOUNDATION | |||||||
| 1111 FRANKLIN STREET 7TH FLOOR | OAKLAND | CA | 94607 | None | PC | COVID-19 NIGEL MOUNCEY PROJECT: ENABLING EFFECTIVE LOW COST AND HIGH CAPACITY COVID-19 DIAGNOSTIC TESTING | $322,000 |
| HOLY NAMES UNIVERSITY | |||||||
| 3500 MOUNTAIN BLVD | OAKLAND | CA | 94619 | None | PC | EDUCATION / STUDENT RELIEF | $10,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD NE 1400 | ATLANTA | GA | 30322 | None | PC | EDUCATION | $25,000 |
| CITIZENS UNITED FOR RESEARCH IN EPI | |||||||
| 420 N WABASH AVENUE 650 | CHICAGO | IL | 60611 | None | PC | MEDICAL RESEARCH | $25,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| P O BOX 98018 | WASHINGTON | DC | 20090 | None | PC | MEDICAL RESEARCH AND PATIENT CARE | $25,000 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| P O BOX 97166 | WASHINGTON | DC | 20090 | None | PC | LEADERSHIP AND ADVOCACY IN REPRODUCTIVE HEALTH | $25,000 |
| CONSERVATION SOCIETY OF CALIFORNIA | |||||||
| P O BOX 5238 | OAKLAND | CA | 94605 | None | PC | OAKLAND ZOO: EDUCATION AND CONSERVATION | $10,000 |
| LINDSEY WILDLIFE MUSEUM | |||||||
| 1931 FIRST AVENUE | WALNUT CREEK | CA | 94597 | None | PC | WILDLIFE CARE & REHABILITATION, EDUCATION AND CONSERVATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,773,353 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,208 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,011,111 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $623,758 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,464,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $623,758 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,088,362 | 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 | $8,275,000 | 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 | $19,487 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,487 | 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) |
|---|---|---|
| Category | Administrative | CategoryTxt |
| Legal Fees | $2,281 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,281 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Excise Tax Receivable | $64,603 | $64,603 | $64,603 |
| Morgan Stanley-Unsettled Purchases/Sales | -$109,843 | -$81,679 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondeductible | Desc |
| Amt | $15 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dues and Subscriptions | $10,350 | $10,350 |
| Insurance | $2,835 | $2,835 |
| Miscellaneous-Fees, FedEx, etc | $896 | $896 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$35,715 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$35,715 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$35,715 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Software Support & Website | CategoryTxt |
| Amt | $4,096 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,096 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Income Tax | CategoryTxt |
| Amt | $14,485 | Amt |