JOHN CURCI FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHN CURCI FAMILY FOUNDATION (EIN 20-1477014)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201223189349101007
- Schema version
- 2011v1.2
- 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
- Contractor Compensation Expln
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T12:08:10-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE STE 220 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 926061021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201477014 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CURCI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 7146411402 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 KALMUS DRIVE | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL CURCI | Name |
| Title | Director | Title |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Martin L Maroney | Name |
| Phone | 7144441177 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 35738065 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4768482 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 80036 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 80036 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 80036 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 1337211 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1337211 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1337211 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 961146 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1854356 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 961146 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 75398 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 2150 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2150 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 7149025 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2380543 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1492645 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 12244 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12244 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 203803 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 167697 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 36106 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 23620 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 150 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 216 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 216 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 239883 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 180091 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 36322 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 997000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 997000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1236883 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 180091 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1033322 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5912142 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2200452 | NetInvestmentIncome |
| Adjusted Net Income | 1492645 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 137264 | CashBOY |
| Cash EOY | 365176 | CashEOY |
| Cash EOYFMV | 365177 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 47770 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1345299 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1345299 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 1050000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 1050000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 1050000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 1050000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 27587041 | InvestmentsOtherBOY |
| Investments Other EOY | 32004512 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 32977589 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 28822075 | TotalAssetsBOY |
| Total Assets EOY | 34764987 | TotalAssetsEOY |
| Total Assets EOYFMV | 35738065 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 30770 | AccountsPayableEOY |
| Grants Payable BOY | 2613926 | GrantsPayableBOY |
| Grants Payable EOY | 1760718 | GrantsPayableEOY |
| Total Liabilities BOY | 2613926 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1791488 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 26208149 | CapitalStockBOY |
| Capital Stock EOY | 32973499 | CapitalStockEOY |
| Total Net Assets BOY | 26208149 | TotalNetAssetsBOY |
| Total Net Assets EOY | 32973499 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 28822075 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 34764987 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 26208149 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5912142 | ExcessOfRevenueOverExpenses |
| Other Increases | 853208 | OtherIncreases |
| Subtotal | 32973499 | Subtotal |
| Total Net Assets Fund Balances EOY | 32973499 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 961146 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 75398 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1064410 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26259284 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04054 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1007811 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 20151399 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05001 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 704201 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 17031842 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04135 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 350603 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13692954 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02561 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 101089 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8157924 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.01239 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.16989 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03398 | AverageDistributionRatio |
| Net Noncharitable Assets | 31354700 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1065370 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 22005 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1087375 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1033322 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 44009 | InvestmentIncomeExciseTax |
| Subtotal | 44009 | Subtotal |
| Tax Based On Investment Income | 44009 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12274 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 42000 | TaxPaidWithExtension |
| Total Credits And Payments | 54274 | TotalCreditsAndPayments |
| Overpayment | 10265 | Overpayment |
| Amount Credited To Next Year | 10265 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA M SOLDANO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7146411402 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 KALMUS DRIVE SUITE J-1 | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MICHAEL CURCI | ||||||
| 151 KALMUS DRIVE SUITE J-1 | COSTA MESA | CA | 92626 | Director | 0.00 | 0 |
| JANET CURCI WALSH | ||||||
| 151 KALMUS DRIVE SUITE J-1 | COSTA MESA | CA | 92626 | Director | 0.00 | 0 |
| JOHN L CURCI | ||||||
| 151 KALMUS DRIVE SUITE J-1 | COSTA MESA | CA | 92626 | Director | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| MERRILL LYNCH | |||||
| 2049 CENTURY PARK EAST STE 1100 | LOS ANGELES | CA | 90067 | INVESTMENT MGMT | 130722 |
| GENSPRING FAMILY OFFICES | |||||
| 151 KALMUS DRIVE SUITE J-1 | COSTA MESA | CA | 92626 | CONSULTING | 73081 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 31486896 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 345287 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 31832183 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 31832183 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 477483 | CashDeemedCharitable |
| Net Noncharitable Assets | 31354700 | NetNoncharitableAssets |
| Minimum Investment Return | 1567735 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1567735 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 44009 | TaxBasedOnInvestmentIncome |
| Total Tax | 44009 | TotalTax |
| Distributable Amount Before Adj | 1523726 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1523726 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1523726 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1033322 | ExpensesAndContributions |
| Qualifying Distributions | 1033322 | QualifyingDistributions |
| Adj Qualifying Distributions | 1033322 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1523726 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 990785 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1033322 | QualifyingDistributions |
| Applied To Year1 | 990785 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42537 | AppliedToCurrentYear |
| Undistributed Income CY | 1481189 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PATRICIA SOLDANO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 KALMUS DRIVE SUITE J-1 | AddressLine1 |
| City | COSTA MESA | City |
| State | CA | State |
| ZIP Code | 92626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7146411402 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING AND STATEMENT OF PURPOSE FOR WHICH FUNDS ARE TO BE USED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HOAG HOSPITAL | |||||||
| 500 SUPERIOR AVE STE 350 | NEWPORT BEACH | CA | 92663 | NONE | CHARITY | WOMENS PAVILION CAMPAIGN | $20,000 |
| JSERRA CATHOLIC HIGH SCHOOL | |||||||
| 2532 DUPONT DRIVE | IRVINE | CA | 92612 | NONE | CHARITY | SCHOOL PERPETUAL ENDOWMENT CAMPAIGN | $100,000 |
| FRIENDS OF OASIS | |||||||
| 800 MARGUERITE AVE | CORONA DEL MAR | CA | 92625 | NONE | CHARITY | SPONSORSHIP OF PROGRAM | $10,000 |
| EISENHOWER MEDICAL TOWER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | CHARITY | SPONSORSHIP OF PROGRAM | $750,000 |
| SECOND HARVEST FOOD BANK OF OC | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | CHARITY | SPONSORSHIP OF PROGRAM | $20,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | CHARITY | GENERAL PURPOSE | $10,000 |
| GOODWILL OF ORANGE COUNTY | |||||||
| 410 NORTH FAIRVIEW | SANTA ANA | CA | 92703 | NONE | CHARITY | FUND FITNESS CENTER FOR PEOPLE WITH DISABILITIES | $10,000 |
| LITTLE PEOPLE OF AMERICA | |||||||
| 6511 LAKE CIRCLE DRIVE | DALLAS | TX | 75214 | NONE | CHARITY | 2012 LPA NATIONAL CONFERENCE | $5,000 |
| FLINTRIDGE SACRED HEART ACADEMY | |||||||
| 440 ST KATHERINE DRIVE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | CHARITY | THE ALUMNAE SCHOLARSHIP ENDOWMENT FUND | $5,000 |
| SEGERSTROM CENTER FOR THE ARTS | |||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | CHARITY | DIPLOMAT'S CIRCLE | $10,000 |
| LAND OF THE FREE FOUNDATION | |||||||
| 13191 CROSSROADS PARKWAY N 6TH FL | CITY OF INDUSTRY | CA | 91746 | NONE | CHARITY | VETERAN'S DAY GOLF CLASSIC | $25,000 |
| MISSION SAN JUAN CAPISTRANO | |||||||
| 26801 ORTEGA HIGHWAY | SAN JUAN CAPISTRANO | CA | 92675 | NONE | CHARITY | SUPPORT ROMANCE OF THE MISSION 2011 GALA | $12,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | CHARITY | USC ATHLETICS | $10,000 |
| ASSISTANCE LEAGUE NEWPORT MESA | |||||||
| 2220 FAIRVIEW ROAD | COSTA MESA | CA | 92627 | NONE | CHARITY | PHILANTHROPIC PROGRAM FUNDRAISER | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 997000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $80,036 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,337,211 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $961,146 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Exclusion Code | 3 | ExclusionCode |
| Exclusion | $2,150 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,380,543 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2380543 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 2 | JOHN CURCI CHARITABLE LEAD TRUST II | 717 LIDO PARK DRIVE | NEWPORT BEACH | CA | 92663 | 1566228 | X |
| 1 | JOHN CURCI CHARITABLE LEAD TRUST I | 717 LIDO PARK DRIVE | NEWPORT BEACH | CA | 92663 | 3202254 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $12,244 | Amount |
| Net Investment Income | 12244 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation (2 entries)
| MERRILL LYNCH |
| GENSPRING FAMILY OFFICES |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PIMCO COMMODITY REAL RETURN STRATEGY | AT COST | 1846228 | 1296795 |
| CITY NATIONAL -DIVIDENDS RECEIVABLE | AT COST | 59082 | 59082 |
| INTERNATIONAL VALUE ADVISORS | AT COST | 2231036 | 2569253 |
| VANGUARD TOTAL BOND MARKET INDEX | AT COST | 5839098 | 6078019 |
| VANGUARD INFLATION-PROTECTED FUND | AT COST | 4316489 | 4903490 |
| WELLS FARGO ADVANTAGE ASSET ALLOCATION | AT COST | 2371455 | 2179750 |
| VANGUARD DIVIDEND | AT COST | 1153599 | 1345486 |
| PIMCO ALL ASSET FUND | AT COST | 5576123 | 5199152 |
| SPDR GOLD TRUST | AT COST | 1744482 | 2886442 |
| FPA NEW INCOME FUND | AT COST | 5774747 | 5618309 |
| ISHARES S&P GLOBAL INDEX FUND | AT COST | 1092173 | 841810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 216 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 216 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 2150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2150 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PY ACCRUED GRANTS PER BOOKS PAID IN 2011 | Description |
| Amount | $853,208 | Amount |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong
Borrowers Name BorrowersName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | CERRITOS LAND PARTNERS | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Original Amount Of Loan | 1050000 | OriginalAmountOfLoan |
| Balance Due | 1050000 | BalanceDue |
| Date Of Note | 2010-11 | DateOfNote |
| Maturity Date | 2015-11 | MaturityDate |
| Interest Rate | 8.0000 | InterestRate |
| Security Provided By Borrower | UNSECURED | SecurityProvidedByBorrower |
| Consideration Fmv | 1050000 | ConsiderationFmv |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PORTFOLIO MGMT FEES | $130,722 | 130722 | 0 | 0 |
| CONSULTING | $73,081 | 36975 | 0 | 36106 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAXES, LICENSES & PERMITS | $150 | 150 |
| federal taxes | $23,470 |