CURLEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CURLEY FOUNDATION (EIN 33-0640939)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-27
- IRS object ID
- 202231179349100523
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc 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 | 2022-04-27T09:22:46-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815014645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAW OFFICE OF WILLIAM E JACOBS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11437 MEADOW CREEK RD | AddressLine1Txt |
| City | EL CAJON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330640939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CURLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CURL | BusinessNameControlTxt |
| Phone | 6195898151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8405 ZETA STREET | AddressLine1Txt |
| City | LA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91942 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMEN J BERRY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6195898151 | PhoneNum |
| Signature | 2022-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARMEN | PersonFirstNm |
| Person Last | BERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E JACOBS ATTORNEY | PreparerPersonNm |
| PTIN | P00062415 | PTIN |
| Phone | 6194442100 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 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 | $1,658,058 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $347 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $604,438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,998 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,073 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $200,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,846 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,251 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,846 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,435 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,410 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,435 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,585 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,822 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,244 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,066 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,463 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $160,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,379 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $67,126 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $103,715 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $103,634 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $775,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $896,441 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,259,113 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $268,162 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $259,860 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $257,932 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,124 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,124 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,284,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,297,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,658,058 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,242 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,283,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,297,395 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,283,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,297,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,284,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,297,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,283,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,727 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,297,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,297,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LEHMAN BROTHERS HOLDINGS MDM TERM NOTES | P | 2007-02-06 | 2021-01-21 | $73 | $73 | ||
| WELLS FARGO ACCCT XXXX-XX30 STS ATTD | P | 2021-01-01 | 2021-01-01 | $14,270 | $13,359 | $911 | $911 |
| WELLS FARGO ACCCT XXXX-XX30 STS ATTD | P | 2021-01-01 | 2021-01-01 | $120,399 | $113,141 | $7,258 | $7,258 |
| WELLS FARGO ACCT XXXX-XX29 STS ATTD | P | 2021-01-01 | 2021-01-01 | $162,459 | $133,988 | $28,471 | $28,471 |
| WELLS FARGO ACCCT XXXX-XX29 STS ATTD | P | 2021-01-01 | 2021-01-01 | $304,889 | $186,879 | $118,010 | $118,010 |
| Capital Gain Dividends | $2,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,998 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $154,650 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,139 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,139 | SubtotalAmt |
| Tax Based On Investment Income | $2,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,139 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | CARMEN J BERRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6195898151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8405 ZETA STREET | AddressLine1Txt |
| City | LA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 919422842 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| 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 | $28,846 |
| CARMEN J BERRY | ||||||
| 8405 ZETA STREET | LA MESA | CA | 919422842 | Secretary & Dir | 20.00 | $0 |
| CHRISTOPHER MARTIN-BERRY | ||||||
| 8405 ZETA STREET | LA MESA | CA | 919422842 | CFO | 1.00 | $0 |
| CHRISTOPHER MARTIN-BERRY | ||||||
| 8405 ZETA STREET | LA MESA | CA | 919422842 | Vice Pres & Dir | 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 | $1,502,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,607,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,607,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,583,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,139 | TotalTaxAmt |
| Distributable Before Adj | $77,048 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,048 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $187,157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,048 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $179,220 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $196,236 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $188,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,958 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $831,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,157 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,109 | RemainingDistriFromCorpusAmt |
| Total Corpus | $941,704 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $179,220 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $762,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $196,236 | ExcessFromYear4Amt |
| Excess From Year3 | $188,706 | ExcessFromYear3Amt |
| Excess From Year2 | $170,958 | ExcessFromYear2Amt |
| Excess From Year1 | $96,475 | ExcessFromYear1Amt |
| Excess From Current Year | $110,109 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CURLEY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8405 ZETA STREET | AddressLine1Txt |
| City | LA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91942 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6195898151 | RecipientPhoneNum |
| Recipient Email Address | BERRYCJ@COX.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION DISSEMINATES APPLICATION FORMS TO SAN DIEGO AREA HIGH SCHOOLS AND COLLEGES FOR USE IN MAKING APLICATIONS FOR GRANTS (SEE ATTACHED APPLICATION FORM). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| KAI ACOL | |||||||
| 2534 DEERPARK DRIVE | SAN DIEGO | CA | 92110 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| MALIA ACOL | |||||||
| 2534 DEERPARK DRIVE | SAN DIEGO | CA | 92110 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| COLE BERTSCHE | |||||||
| 7720 COMPASS LAKE DRIVE | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| HANNAH CARLISLE | |||||||
| 9232 PENNYWOOD ROAD | SANTEE | CA | 92071 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| MAKENNA CURRAN | |||||||
| 2142 ISLAND SHORE WAY | SAN MARCOS | CA | 92078 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| ANGELINA GARCIA | |||||||
| 419 GREENFIELD DRIVE APT 57 | EL CAJON | CA | 92021 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| KIMO HOMER | |||||||
| 10798 KEITH STREET | SANTEE | CA | 92071 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| BLAKE JACKSON | |||||||
| 9032 PARADISE PARK DRIVE | LAKESIDE | CA | 92040 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| NICOLE MARUCHEAU | |||||||
| 6036 WINFIELD AVENUE | LA MESA | CA | 91942 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| SAMUEL NEUHAUS | |||||||
| 6 ELDERWOOD | ALISO VIEJO | CA | 92656 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| STEPHANIE SMITH | |||||||
| 7435 RONDEL COURT | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| VERONICA SMITH | |||||||
| 7435 RONDEL COURT | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| LUKE THAI | |||||||
| 6008 STREAMVIEW DRIVE APT 4 | SAN DIEGO | CA | 92115 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| GIANNA BERTSCHE | |||||||
| 7720 COMPASS LAKE DRIVE | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION & EXPENSES | $4,000 |
| JAIDEN DELONG | |||||||
| 1308 PARTRIDGE AVENUE | EL CAJON | CA | 92020 | NONE | I | COLLEGE TUITION AND EXPENSES | $12,000 |
| BREANNA FREIBERG | |||||||
| 35710 DATE PALM STREET | WINCHESTER | CA | 92596 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| KRISTEN HWANG | |||||||
| 5350 AUBURN DRIVE | SAN DIEGO | CA | 92105 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| STEVE JUSSENHOVEN | |||||||
| PO BOX 5921 UNIT 1154 | AZUSA | CA | 91702 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| JASMINE LAWSON | |||||||
| 8905 MEMIKE PLACE | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| MATTHEW MCDONALD | |||||||
| 8545 MISSION GORGE ROAD 240 | SANTEE | CA | 92071 | NONE | I | COLLEGE TUITION AND EXPENSES | $10,000 |
| BROOKE PINYAN | |||||||
| 27976 MILT CIRCLE | LAGUNA NIGUEL | CA | 92677 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| JAIDEN RUCKLE | |||||||
| 10718 LEN STREET | SANTEE | CA | 92071 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| MAGGIE ZIMMERLY | |||||||
| 8796 JACKIE DRIVE | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,998 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GRANT REFUNDS | 1 | $7,000 |
| SECURITIES LITIG'N REFUND | 14 | $73 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $156,998 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,537 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAM E. JACOBS ATTORNEY AT LAW | CategoryTxt |
| Amt | $8,425 | Amt |
| Net Investment Income | $5,585 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED WELLS FARGO STMTS | BondNm |
| EOY Book Value | $259,860 | EOYBookValueAmt |
| EOYFMV | $257,932 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED WELLS FARGO STMTS | StockNm |
| EOY Book Value | $896,441 | EOYBookValueAmt |
| EOYFMV | $1,259,113 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,909 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $27,051 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $75,806 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $76,583 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $3,124 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,124 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAM E. JACOBS, ATTORNEY AT LAW | CategoryTxt |
| Legal Fees | $14,435 | LegalFeesAmt |
| Net Investment Income | $3,410 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,435 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCRUED INTEREST ON SECURITIES PURCHASED | $859 | $859 | $859 |
| BANK CHARGES | $116 | $116 | |
| CALIFORNIA ST OF INFO FILING FEE | $50 | $50 | |
| DEPARTMENT OF JUSTICE FILING FEE | $50 | $50 | |
| PAYROLL PROCESSING FEES | $2,104 | $456 | $2,104 |
| POSTAGE | $59 | $59 | |
| STORAGE FEES | $7,122 | $7,122 | |
| WORKER'S COMPENSATION INSURANCE | $203 | $44 | $203 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GRANT REFUNDS | $7,000 | |
| SECURITIES LITIG'N REFUND | $73 | $73 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,822 | Amt |
| Net Investment Income | $21,822 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,822 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $673 | $673 | $673 |
| FOREIGN TAXES ON DIVIDENDS | $67 | $67 | $67 |
| PAYROLL TAXES | $2,326 | $504 | $2,326 |
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