CURLEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CURLEY FOUNDATION (EIN 33-0640939)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202621249349101872
- Schema version
- 2025v4.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T13:04:13-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | STEPHEN D BERRY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,398,448 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $630,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,309 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $206,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $206,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,501 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,471 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $969 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,471 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,348 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,337 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,348 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,649 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,048 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,649 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,806 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,806 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,994 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,967 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,444 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,823 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $74,662 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $74,421 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $72,497 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $863,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $796,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,155,038 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $87,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $107,316 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,090 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,124 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,124 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,048,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,040,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,398,448 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $4,471 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $4,471 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,048,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,035,816 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,048,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,035,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,048,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,040,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,048,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,919 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,035,816 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,035,816 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LEHMAN BROTHERS HOLDINGS MED TERM NOTES | P | 2025-10-02 | 2025-10-02 | $9 | $9 | $9 | |
| LEHMAN BROTHERS HOLDINGS MED TERM NOTES | P | 2025-04-03 | 2025-04-03 | $12 | $12 | $12 | |
| 100000 ALLSPRING 100% TREASURY MONEY MKT | P | 2025-07-03 | 2025-07-28 | $100,000 | $100,000 | ||
| WELLS FARGO ACCT XXXX-XX30 STS ATTD | P | 2025-01-25 | 2025-01-25 | $22,872 | -$304 | -$304 | $23,176 |
| WELLS FARGO ACCT XXXX-XX30 STS ATTD | P | 2025-01-25 | 2025-01-25 | $89,782 | $37,026 | $37,026 | $52,756 |
| WELLS FARGO ACCCT XXXX-XX29 STS ATTD | P | 2025-01-25 | 2025-01-25 | $20,772 | $525 | $525 | $20,247 |
| WELLS FARGO ACCCT XXXX-XX29 STS ATTD | P | 2025-01-25 | 2025-01-25 | $30,436 | $30,436 | ||
| WELLS FARGO ACCCT XXXX-XX29 STS ATTD | P | 2025-01-25 | 2025-01-25 | $364,855 | $126,950 | $126,950 | $237,905 |
| Capital Gain Dividends | $2,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,309 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $164,218 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,337 | SubtotalAmt |
| Tax Based On Investment Income | $2,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,037 | 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 | STEPHEN D 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 (8 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 | $12,115 |
| CARMEN J BERRY | ||||||
| 8405 ZETA STREET | LA MESA | CA | 919422842 | Secretary & Dir | 20.00 | $0 |
| CHRISTOPHER IAN MARTIN BERRY | ||||||
| 8405 ZETA STREET | LA MESA | CA | 919422842 | CFO | 1.00 | $0 |
| CHRISTOPHER IAN MARTIN BERRY | ||||||
| 8405 ZETA STREET | LA MESA | CA | 919422842 | Vice Pres & Dir | 1.00 | $0 |
| CHRISTINE D DOBBINS | ||||||
| 1822 BRABHAM STREET | EL CAJON | CA | 92019 | VICE PRES & DIR | 1.00 | $0 |
| CHRISTINE D DOBBINS | ||||||
| 1822 BRABHAM STREET | EL CAJON | CA | 92019 | SECY & CFO | 1.00 | $0 |
| STEPHEN D BERRY | ||||||
| 8405 ZETA STREET | LA MESA | CA | 91942 | PRESIDENT & DIR | 20.00 | $17,885 |
| 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 | $1,374,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,416,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,416,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,395,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,337 | TotalTaxAmt |
| Distributable Before Adj | $67,431 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,431 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,985 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $218,985 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,431 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $96,475 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $110,109 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,483 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,915 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $128,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $575,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,985 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,554 | RemainingDistriFromCorpusAmt |
| Total Corpus | $727,026 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $96,475 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $630,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $110,109 | ExcessFromYear4Amt |
| Excess From Year3 | $111,483 | ExcessFromYear3Amt |
| Excess From Year2 | $128,915 | ExcessFromYear2Amt |
| Excess From Year1 | $128,490 | ExcessFromYear1Amt |
| Excess From Current Year | $151,554 | 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 | stvbrry@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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GIANNA BERTSCHE | |||||||
| 7720 COMPASS LAKE DRIVE | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| AIDAN JAMES BOGURSKY | |||||||
| 52 HICKORY LANE | RIDGEFIELD | CT | 06877 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| EMMA BOGURSKY | |||||||
| 42 CHARTER RIDGE DRIVE | SANDY HOOK | CT | 06482 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| ANALIESE CHRISTENSON | |||||||
| 1848 SUNSET BLVD | SAN DIEGO | CA | 92103 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| SLOANE GABRIELLA LA BRIE | |||||||
| 2705 EAST JACARANDA AVENUE | ORAGNG | CA | 92867 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| EMMA MACIAS | |||||||
| 350 ALDWYCH ROAD | EL CAJON | CA | 92020 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| JONAH OLSEN | |||||||
| 10360 RANCHO CARMEL DRIVE | SAN DIEGO | CA | 92128 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| MIA KATHLEEN MCELVAIN | |||||||
| 7632 LAKE REE AVENUE | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| CALEB PAGE | |||||||
| 366 RIVER TRAIL PLACE | SANTEE | CA | 92071 | NONE | I | COLLEGE TUITION & EXPENSES | $8,300 |
| ABIGAIL RIMMER | |||||||
| 1091 VIA VERA CRUZ | SAN MARCOS | CA | 92078 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| CECI WARREN | |||||||
| 1921 RUNNING BRANCH WAY | TUSTIN | CA | 92780 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| BREANNA FREIBERG | |||||||
| 35710 DATE PALM STREET | WINCHESTER | CA | 92596 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| HANNAH LAWSON | |||||||
| 8905 MEMIKE PLACE | SAN DIEGO | CA | 92119 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| MAKENNA HETRICK | |||||||
| 5118 BROADWAY DRIVE SE | CEDAR RAPIDS | IA | 52403 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| JAMES BOGURSKY | |||||||
| 1340 SOUTH GREEN STREET | TEHACHAPI | CA | 93561 | NONE | I | COLLEGE TUITION AND EXPENSES | $4,000 |
| ISSA FLORES | |||||||
| 1245 TRAPANI CV 4 | CHULA VISTA | CA | 91915 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| MACEY HETRICK | |||||||
| 31475 CORTE MALLORCA | TEMECULA | CA | 92592 | NONE | I | COLLEGE TUITION AND EXPENSES | $6,000 |
| KARYNA LOPEZ | |||||||
| 1563 ORANGE PLACE | ESCONDIDO | CA | 92025 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| CLIFFORD RIMMER | |||||||
| 1090 VIA VERA CRUZ | SAN MARCOS | CA | 92078 | NONE | I | COLLEGE TUITION AND EXPENSES | $8,300 |
| MAVE SEARCY | |||||||
| 1217 COVENTRY AVENUE | VENTURA | CA | 93004 | NONE | I | COLLEGE TUITION AND EXPENSES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $206,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,066 | 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 | $7,649 | Amt |
| Net Investment Income | $5,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,649 | 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 | $107,316 | EOYBookValueAmt |
| EOYFMV | $109,090 | 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 | $796,727 | EOYBookValueAmt |
| EOYFMV | $1,155,038 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $58,819 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $57,742 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $15,602 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $14,755 | 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 | $9,348 | LegalFeesAmt |
| Net Investment Income | $2,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,348 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCRUED INTEREST ON SECURITIES PURCHASED | $288 | $288 | $288 |
| ADR FEES | $13 | $13 | $13 |
| BOND PREMIUMS PAID | $445 | $445 | $445 |
| DEPARTMENT OF JUSTICE FILING FEE | $75 | $75 | |
| PAYROLL PROCESSING FEES | $2,623 | $568 | $2,623 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEP CONTRIBUTION PAYABLE | Desc |
| EOY Book Value | $4,471 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,806 | Amt |
| Net Investment Income | $19,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,806 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $680 | $680 | $680 |
| FOREIGN TAXES ON DIVIDENDS | $768 | $768 | $768 |
| PAYROLL TAXES | $2,519 | $546 | $2,519 |
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