2026-05-04T13:04:13-07:00 2025-12-31 815014645 LAW OFFICE OF WILLIAM E JACOBS 11437 MEADOW CREEK RD EL CAJON CA 92020 990PF 2025-01-01 330640939 THE CURLEY FOUNDATION CURL 6195898151 8405 ZETA STREET LA MESA CA 91942 STEPHEN D BERRY President 2026-05-04 true William E Jacobs Attorney P00062415 6194442100 X 2025 2025-03-06 01:10:19Z X 1398448 X X 39757 39757 166309 630829 166309 206066 206066 30000 6501 30000 4471 969 4471 9348 2337 9348 7649 5048 7649 19806 19806 19806 3967 1994 3967 3444 1314 3444 78685 37969 78685 140300 140300 218985 37969 218985 -12919 168097 23077 61823 61823 74662 74421 72497 863076 796727 1155038 87920 107316 109090 3124 3124 1048735 1040287 1398448 4471 4471 X 1048735 1035816 1048735 1035816 1048735 1040287 1048735 -12919 1035816 1035816 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 100000 100000 WELLS FARGO ACCT XXXX-XX30 STS ATTD P 2025-01-25 2025-01-25 22872 23176 -304 -304 WELLS FARGO ACCT XXXX-XX30 STS ATTD P 2025-01-25 2025-01-25 89782 52756 37026 37026 WELLS FARGO ACCCT XXXX-XX29 STS ATTD P 2025-01-25 2025-01-25 20772 20247 525 525 WELLS FARGO ACCCT XXXX-XX29 STS ATTD P 2025-01-25 2025-01-25 30436 30436 WELLS FARGO ACCCT XXXX-XX29 STS ATTD P 2025-01-25 2025-01-25 364855 237905 126950 126950 Capital Gain Dividends 2091 166309 164218 2337 2337 2337 1300 1300 1037 0 false false false false false false false true true CA true false false false false true N/A STEPHEN D 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 12115 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 17885 NONE NONE 1374161 42450 0 1416611 0 1416611 21249 1395362 69768 69768 2337 2337 67431 67431 67431 218985 218985 67431 96475 110109 111483 128915 128490 575472 218985 0 67431 151554 727026 0 96475 630551 110109 111483 128915 128490 151554 THE CURLEY FOUNDATION 8405 ZETA STREET LA MESA CA 91942 6195898151 stvbrry@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. GIANNA BERTSCHE 7720 COMPASS LAKE DRIVE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 8300 AIDAN JAMES BOGURSKY 52 HICKORY LANE RIDGEFIELD CT 06877 NONE I COLLEGE TUITION AND EXPENSES 6000 EMMA BOGURSKY 42 CHARTER RIDGE DRIVE SANDY HOOK CT 06482 NONE I COLLEGE TUITION AND EXPENSES 6000 ANALIESE CHRISTENSON 1848 SUNSET BLVD SAN DIEGO CA 92103 NONE I COLLEGE TUITION AND EXPENSES 8300 SLOANE GABRIELLA LA BRIE 2705 EAST JACARANDA AVENUE ORAGNG CA 92867 NONE I COLLEGE TUITION AND EXPENSES 6000 EMMA MACIAS 350 ALDWYCH ROAD EL CAJON CA 92020 NONE I COLLEGE TUITION AND EXPENSES 8300 JONAH OLSEN 10360 RANCHO CARMEL DRIVE SAN DIEGO CA 92128 NONE I COLLEGE TUITION AND EXPENSES 8300 MIA KATHLEEN MCELVAIN 7632 LAKE REE AVENUE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 8300 CALEB PAGE 366 RIVER TRAIL PLACE SANTEE CA 92071 NONE I COLLEGE TUITION & EXPENSES 8300 ABIGAIL RIMMER 1091 VIA VERA CRUZ SAN MARCOS CA 92078 NONE I COLLEGE TUITION AND EXPENSES 8300 CECI WARREN 1921 RUNNING BRANCH WAY TUSTIN CA 92780 NONE I COLLEGE TUITION AND EXPENSES 6000 BREANNA FREIBERG 35710 DATE PALM STREET WINCHESTER CA 92596 NONE I COLLEGE TUITION AND EXPENSES 6000 HANNAH LAWSON 8905 MEMIKE PLACE SAN DIEGO CA 92119 NONE I COLLEGE TUITION AND EXPENSES 8300 MAKENNA HETRICK 5118 BROADWAY DRIVE SE CEDAR RAPIDS IA 52403 NONE I COLLEGE TUITION AND EXPENSES 6000 JAMES BOGURSKY 1340 SOUTH GREEN STREET TEHACHAPI CA 93561 NONE I COLLEGE TUITION AND EXPENSES 4000 ISSA FLORES 1245 TRAPANI CV 4 CHULA VISTA CA 91915 NONE I COLLEGE TUITION AND EXPENSES 8300 MACEY HETRICK 31475 CORTE MALLORCA TEMECULA CA 92592 NONE I COLLEGE TUITION AND EXPENSES 6000 KARYNA LOPEZ 1563 ORANGE PLACE ESCONDIDO CA 92025 NONE I COLLEGE TUITION AND EXPENSES 8300 CLIFFORD RIMMER 1090 VIA VERA CRUZ SAN MARCOS CA 92078 NONE I COLLEGE TUITION AND EXPENSES 8300 MAVE SEARCY 1217 COVENTRY AVENUE VENTURA CA 93004 NONE I COLLEGE TUITION AND EXPENSES 3000 140300 14 39757 18 166309 206066 206066 false false false false false false false false false false WILLIAM E. JACOBS ATTORNEY AT LAW 7649 5048 0 7649 SEE ATTACHED WELLS FARGO STMTS 107316 109090 SEE ATTACHED WELLS FARGO STMTS 796727 1155038 58819 57742 15602 14755 Machinery and Equipment 3124 3124 WILLIAM E. JACOBS ATTORNEY AT LAW 9348 2337 0 9348 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 2623 568 2623 SEP CONTRIBUTION PAYABLE 4471 INVESTMENT MANAGEMENT FEES 19806 19806 0 19806 FEDERAL INCOME TAX 680 680 680 FOREIGN TAXES ON DIVIDENDS 768 768 768 PAYROLL TAXES 2519 546 2519