SHURL AND KAY CURCI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHURL AND KAY CURCI FOUNDATION (EIN 35-2554499)
- Tax period
- 2024-03-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349103714
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T16:37:29-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352554499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHURL AND KAY CURCI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUR | BusinessNameControlTxt |
| Phone | 3106183645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21250 HAWTHORNE BLVD 350 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY E FUERMANN | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDE WONG | PreparerPersonNm |
| PTIN | P00543002 | PTIN |
| Phone | 6264309062 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,913,317 | 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 | $14,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,233 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,233 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,291,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,291,478 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,291,478 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $333,333 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $333,333 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $333,333 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $333,333 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,771,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,332,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,771,160 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $101,558 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $17,400,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,400,204 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,730,602 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,925 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,925 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $435,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $158,300 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $277,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,351 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,351 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,491 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $74,491 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,959 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,959 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $50,438 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $399,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $355,799 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,577 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,191,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $514,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $587,803 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,042,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,042,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,234,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $514,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,630,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,165,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,886,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,730,602 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,565,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,456,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,456,519 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $66,667 | AcctRcvblAmt |
| Acct Rcvbl BOY | $277,855 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $66,667 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $66,667 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $47,255 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $90,131 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $90,131 | 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 | $9,300,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $104,172,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,896,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,913,317 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28,840 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,440 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $8,947,161 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $13,520,721 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $8,976,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,533,161 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $95,196,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $99,362,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,196,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,362,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,172,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,896,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,196,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,165,883 | ExcessRevenueOverExpensesAmt |
| Subtotal | $99,362,846 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $99,362,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EDGEHILL - SHORT TERM INVESTMENTS | P | 2024-01-01 | 2024-08-19 | $431,664 | $330,106 | $101,558 | $101,558 |
| EDGEHILL - LONG TERM INVESTMENTS | P | 2022-06-03 | 2024-12-23 | $11,900,941 | $10,231,339 | $1,669,602 | $1,669,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,771,160 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $101,558 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,117 | SubtotalAmt |
| Tax Based On Investment Income | $40,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,419 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,419 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,302 | OverpaymentAmt |
| Applied To ES Tax | $2,302 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHURL & KAY CURCI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106183645 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21250 HAWTHORNE BLVD STE 350 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RONALD V ROSEQUIST | ||||||
| 21250 HAWTHORNE BLVD STE350 | TORRANCE | CA | 90503 | Pres / Director | 16.00 | $83,333 |
| E DAVISSON HARDMAN | ||||||
| 21250 HAWTHORNE BLVD STE350 | TORRANCE | CA | 90503 | Treas/Director | 8.00 | $0 |
| KAY CURCI | ||||||
| 21250 HAWTHORNE BLVD STE350 | TORRANCE | CA | 90503 | Director | 0.00 | $0 |
| JAMES G MITCHELL | ||||||
| 21250 HAWTHORNE BLVD STE350 | TORRANCE | CA | 90503 | Director | 7.00 | $0 |
| AMY E FUERMANN | ||||||
| 21250 HAWTHORNE BLVD STE350 | TORRANCE | CA | 90503 | Secretary | 35.00 | $64,592 |
| ROBERT TJIAN | ||||||
| 21250 HAWTHORNE BLVD STE350 | TORRANCE | CA | 90503 | Director | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NAOKO TANESE | ||||||
| 21250 HAWTHORNE BLVD STE 350 | TORRANCE | CA | 90503 | SCIENCE OFFICER | 40.00 | $257,500 |
| HAKAN KUPESIZ | ||||||
| 21250 HAWTHORNE BLVD STE 350 | TORRANCE | CA | 90503 | INVESTMENT OFFICER | 40.00 | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,778,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,300,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,413,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $104,413,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,566,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,847,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,299,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,299,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,117 | TotalTaxAmt |
| Distributable Before Adj | $4,259,205 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,259,205 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,259,205 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,630,785 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,630,785 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,259,205 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,497,180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,585,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,082,292 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,630,785 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,259,205 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,371,580 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,453,872 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,453,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,497,180 | ExcessFromYear2Amt |
| Excess From Year1 | $7,585,112 | ExcessFromYear1Amt |
| Excess From Current Year | $8,371,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAY CURCI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 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 | PHD SCHOLARS PROGRAM | $917,891 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 490 ILLINOIS ST 4TH FL | SAN FRANCISCO | CA | 94143 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 216-76 | PASADENA | CA | 91125 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1608 4TH ST STE201 | BERKELEY | CA | 94710 | None | PC | RESEARCH GRANT FUNDING | $248,400 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1608 4TH ST STE201 | BERKELEY | CA | 94710 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1608 4TH ST STE201 | BERKELEY | CA | 94710 | None | PC | RESEARCH GRANT FUNDING | $248,412 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| 1608 4TH ST STE201 | BERKELEY | CA | 94710 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| LIFE SCIENCE RESEARCH FOUNDATION | |||||||
| 3020-1 PROSPERITY CHURCH RD 257 | CHARLOTTE | NC | 28260 | None | PC | THREE POST-DOCTORAL FELLOWSHIPS | $96,318 |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY 4TH FL | REDWOOD CITY | CA | 94063 | None | PC | RESEARCH GRANT FUNDING | $248,400 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 164-30 | PASADENA | CA | 91125 | None | PC | RESEARCH GRANT FUNDING | $223,277 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 926 DALNEY STREET NW | ATLANTA | GA | 30318 | None | PC | RESEARCH GRANT FUNDING | $249,257 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| PO BOX 371525 | PITTSBURGH | PA | 15251 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| CALFIORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 164-30 | PASADENA | CA | 91125 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| PO BOX 371032 | PITTSBURG | PA | 15250 | None | PC | RESEARCH GRANT FUNDING | $250,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 358045 | SEATTLE | WA | 98195 | None | PC | PH.D SCHOLARS PROGRAM | $256,131 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 1995 UNIVERSITY AVE 400 | BERKELEY | CA | 94794 | None | PC | PH.D SCHOLARS PROGRAM | $498,030 |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | None | PC | PH.D SCHOLARS PROGRAM | $944,116 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA BLDG 402 | SANTA BARBARA | CA | 93106 | None | PC | ARTS & LECTURES | $5,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA KOHN HALL | SANTA BARBARA | CA | 93106 | None | PC | THEORETICAL PHYSICS | $10,000 |
| INNOVATIVE GENOMICS INITIATIVE | |||||||
| 1995 UNIVERSITY AVE SUITE 400 | BERKELEY | CA | 94704 | None | PC | IGI-GENOMIC DISCOVER TOLL FUND | $625,000 |
| UC REGENTS | |||||||
| UNIVERSITY OF CA KOHN HALL | SANTA BARBARA | CA | 93106 | None | PC | UC SANTA BARBARA OPEN SPACE PROJECT | $10,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | None | PC | RESEARCH GRANT FUNDING | $224,228 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD NE 1400 | ATLANTA | GA | 30322 | None | PC | EDUCATION | $25,000 |
| OAKLAND-ALAMEDA COUNTY COLISEUM FOU | |||||||
| 3697 MT DIABLO BLVD 250 | LAFAYETTE | CA | 94594 | None | PC | EDUCATION | $10,000 |
| UNIVERSITY OF UTAH | |||||||
| 332 S 1400 EAST STE 160 | SALT LAKE CITY | UT | 84112 | NONE | PC | PH.D SCHOLARS PROGRAM | $972,439 |
| UC SAN FRANCISCO FOUNDATION | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | PH.D SCHOLARS PROGRAM | $900,407 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT ST STE725 | DENVER | CO | 80203 | NONE | PC | PH.D SCHOLARS PROGRAM | $972,439 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| PO BOX 371032 | PITTSBURGH | PA | 15250 | NONE | PC | RESEARCH GRANT FUNDING | $250,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 926 DALNEY ST NW | ATLANTA | GA | 30318 | NONE | PC | RESEARCH GRANT FUNDING | $217,990 |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY 4TH FL | REDWOOD CITY | CA | 94063 | NONE | PC | RESEARCH GRANT FUNDING | $250,000 |
| SCIENCE PHILANTHROPY ALLIANCE | |||||||
| 160 FIFTH AVE 7TH FL | NEW YORK | NY | 10010 | PC | SUPPORT SCIENTIFIC RESEARCH. | $75,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DR MC 0376 | LA JOLLA | CA | 92093 | NONE | PC | PH.D FELLOWSHIP PROGRAM | $256,131 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 358045 | SEATTLE | WA | 98195 | PC | PH.D FELLOWSHIP PROGRAM | $944,116 | |
| LIFE SCIENCE RESEARCH FOUNDATION | |||||||
| 3020-1 PROSPERITY CHURCH DR 267 | CHARLOTTE | NC | 28269 | NONE | PC | SCIENTIFIC RESEARCH | $25,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | PC | MEDICAL RESEARCH TO SUPPORT CURCI FELLOWSHIP FOR INTERNATIONAL SENIOR POST-DOCS | $25,000 | |
| THE INNOHUB | |||||||
| 1935 ADDISON ST | BERKELEY | CA | 94704 | PC | GENETIC RESEARCH | $25,000 | |
| RELIEF INTERNATIONAL | |||||||
| 1101 14TH ST NW 1100 | WASHINGTON | DC | 20005 | PC | HUMANITARIAN RELIEF | $25,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | PC | ENVIRONMENTAL CONSERVATION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,042,982 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,233 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,291,478 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $333,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,771,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,400,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,400,205 | 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 | 21250 HAWTHORNE BLVD STE350 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $74,491 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $74,491 | 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 | $9,300,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $4,351 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,351 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING / INVESTMENT MANAGER FEES | $341,336 | $341,336 | |
| INSURANCE | $15,626 | $15,626 | |
| OPERATION EXPENSE | $12,174 | $12,174 | |
| PAYROLL TAX | $30,190 | $14,463 | $15,727 |
| TAX & LICENSE | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| $2,870 | $0 | $0 | $2,870 |
| $37,089 | $0 | $0 | $37,089 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Income Tax | CategoryTxt |
| Amt | $39,000 | Amt |