2022-04-27T09:22:46-07:00 2021-12-31 815014645 LAW OFFICE OF WILLIAM E JACOBS 11437 MEADOW CREEK RD EL CAJON CA 92020 990PF 2021-01-01 330640939 THE CURLEY FOUNDATION CURL 6195898151 8405 ZETA STREET LA MESA CA 91942 CARMEN J BERRY President 6195898151 2022-04-27 true CARMEN BERRY 999009999 WILLIAM E JACOBS ATTORNEY P00062415 6194442100 X 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 1658058 X 347 X 36466 36466 156998 604438 156998 7073 73 200884 193537 28846 6251 28846 14435 3410 14435 8425 5585 8425 21822 21822 21822 3066 1244 3066 10563 1359 10563 87157 39671 87157 100000 100000 187157 39671 187157 13727 153866 13463 160631 37379 37379 67126 103715 103634 775528 896441 1259113 268162 259860 257932 3124 3124 1284910 1297395 1658058 1242 1242 0 X 1283668 1297395 1283668 1297395 1284910 1297395 1283668 13727 1297395 1297395 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 14270 13359 911 911 WELLS FARGO ACCCT XXXX-XX30 STS ATTD P 2021-01-01 2021-01-01 120399 113141 7258 7258 WELLS FARGO ACCT XXXX-XX29 STS ATTD P 2021-01-01 2021-01-01 162459 133988 28471 28471 WELLS FARGO ACCCT XXXX-XX29 STS ATTD P 2021-01-01 2021-01-01 304889 186879 118010 118010 Capital Gain Dividends 2348 156998 154650 2139 2139 2139 1000 1000 1139 0 false false false false false false false true true CA true false false false false true N/A CARMEN J BERRY 6195898151 8405 ZETA STREET LA MESA CA 919422842 false false false false false false false false false false false false false false false false false false false false false false MONA NESHEIM 10269 AVENIDA REAL LAKESIDE CA 92040 Director 1.00 0 CARMEN J BERRY 8405 ZETA STREET LA MESA CA 919422842 PRESIDENT & DIR 20.00 28846 CARMEN J BERRY 8405 ZETA STREET LA MESA CA 919422842 Secretary & Dir 20.00 0 CHRISTOPHER 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 NONE NONE 1502115 105737 0 1607852 0 1607852 24118 1583734 79187 79187 2139 2139 77048 77048 77048 187157 187157 77048 179220 196236 188706 170958 96475 831595 187157 0 77048 110109 941704 0 179220 762484 196236 188706 170958 96475 110109 THE CURLEY FOUNDATION 8405 ZETA STREET LA MESA CA 91942 6195898151 BERRYCJ@COX.NET THE FOUNDATION DISSEMINATES APPLICATION FORMS TO SAN DIEGO AREA HIGH SCHOOLS AND COLLEGES FOR USE IN MAKING APLICATIONS FOR GRANTS (SEE ATTACHED APPLICATION FORM). NONE NO MORE THAN ONE-THIRD OF THE TOTAL GRANTS MADE MAY BE AWARDED TO PERSONS WHO RECEIVE THEIR PRIMARY AND SECONDARY EDUCATION OUTSIDE OF SAN DIEGO COUNTY, CALIFORNIA. NO OTHER RESTRICTIONS OR LIMITATIONS APPLY. KAI ACOL 2534 DEERPARK DRIVE SAN DIEGO CA 92110 NONE I COLLEGE TUITION AND EXPENSES 3000 MALIA ACOL 2534 DEERPARK DRIVE SAN DIEGO CA 92110 NONE I COLLEGE TUITION AND EXPENSES 3000 COLE BERTSCHE 7720 COMPASS LAKE DRIVE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 4000 HANNAH CARLISLE 9232 PENNYWOOD ROAD SANTEE CA 92071 NONE I COLLEGE TUITION AND EXPENSES 3000 MAKENNA CURRAN 2142 ISLAND SHORE WAY SAN MARCOS CA 92078 NONE I COLLEGE TUITION AND EXPENSES 4000 ANGELINA GARCIA 419 GREENFIELD DRIVE APT 57 EL CAJON CA 92021 NONE I COLLEGE TUITION AND EXPENSES 6000 KIMO HOMER 10798 KEITH STREET SANTEE CA 92071 NONE I COLLEGE TUITION AND EXPENSES 3000 BLAKE JACKSON 9032 PARADISE PARK DRIVE LAKESIDE CA 92040 NONE I COLLEGE TUITION AND EXPENSES 3000 NICOLE MARUCHEAU 6036 WINFIELD AVENUE LA MESA CA 91942 NONE I COLLEGE TUITION AND EXPENSES 4000 SAMUEL NEUHAUS 6 ELDERWOOD ALISO VIEJO CA 92656 NONE I COLLEGE TUITION AND EXPENSES 4000 STEPHANIE SMITH 7435 RONDEL COURT SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 4000 VERONICA SMITH 7435 RONDEL COURT SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 4000 LUKE THAI 6008 STREAMVIEW DRIVE APT 4 SAN DIEGO CA 92115 NONE I COLLEGE TUITION AND EXPENSES 4000 GIANNA BERTSCHE 7720 COMPASS LAKE DRIVE SAN DIEGO CA 92119 NONE I COLLEGE TUITION & EXPENSES 4000 JAIDEN DELONG 1308 PARTRIDGE AVENUE EL CAJON CA 92020 NONE I COLLEGE TUITION AND EXPENSES 12000 BREANNA FREIBERG 35710 DATE PALM STREET WINCHESTER CA 92596 NONE I COLLEGE TUITION AND EXPENSES 3000 KRISTEN HWANG 5350 AUBURN DRIVE SAN DIEGO CA 92105 NONE I COLLEGE TUITION AND EXPENSES 4000 STEVE JUSSENHOVEN PO BOX 5921 UNIT 1154 AZUSA CA 91702 NONE I COLLEGE TUITION AND EXPENSES 4000 JASMINE LAWSON 8905 MEMIKE PLACE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 4000 MATTHEW MCDONALD 8545 MISSION GORGE ROAD 240 SANTEE CA 92071 NONE I COLLEGE TUITION AND EXPENSES 10000 BROOKE PINYAN 27976 MILT CIRCLE LAGUNA NIGUEL CA 92677 NONE I COLLEGE TUITION AND EXPENSES 4000 JAIDEN RUCKLE 10718 LEN STREET SANTEE CA 92071 NONE I COLLEGE TUITION AND EXPENSES 3000 MAGGIE ZIMMERLY 8796 JACKIE DRIVE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 3000 100000 14 36466 156998 GRANT REFUNDS 1 7000 SECURITIES LITIG'N REFUND 14 73 43539 156998 200537 false false false false false false false false false false WILLIAM E. JACOBS ATTORNEY AT LAW 8425 5585 0 8425 SEE ATTACHED WELLS FARGO STMTS 259860 257932 SEE ATTACHED WELLS FARGO STMTS 896441 1259113 27909 27051 75806 76583 Machinery and Equipment 3124 3124 WILLIAM E. JACOBS, ATTORNEY AT LAW 14435 3410 0 14435 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 2104 456 2104 POSTAGE 59 59 STORAGE FEES 7122 7122 WORKER'S COMPENSATION INSURANCE 203 44 203 GRANT REFUNDS 7000 SECURITIES LITIG'N REFUND 73 73 INVESTMENT MANAGEMENT FEES 21822 21822 0 21822 FEDERAL INCOME TAX 673 673 673 FOREIGN TAXES ON DIVIDENDS 67 67 67 PAYROLL TAXES 2326 504 2326