2026-04-23T07:39:03-07:00 2025-12-31 593792751 CURI CAPITAL LLC 10361 W INNOVATION DR STE 350 MILWAUKEE WI 53226 990PF 2025-01-01 391555500 RICHARD G JACOBUS FAMILY FOUNDATION RICH 4142038040 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 NANCY J BACH Treasurer 2026-04-23 true Brian Janecke P00495827 4142038040 2025 2025-03-06 01:10:19Z X 3933927 X X 94435 94435 94435 358690 2196459 358690 5329 750 750 453875 453875 99764 2950 2950 44714 26550 18164 4719 908 300 300 52683 27458 21414 176833 176833 229516 27458 198247 224359 426417 99764 5214 3061 3061 73272 53507 53507 6086 7466 6086 6086 3613343 3871273 3871273 3699295 3933927 3933927 0 X 3699295 3933927 3699295 3933927 3699295 3933927 3699295 224359 10273 3933927 3933927 SCHWAB x45 P 2025-01-01 2025-12-31 3915 4007 -92 -92 SCHWAB x45 P 2001-01-01 2025-12-31 24882 24888 -6 -6 SCHWAB x91 P 2025-01-01 2025-12-31 150946 150945 1 1 SCHWAB x91 P 2001-01-01 2025-12-31 205896 205819 77 77 SCHWAB x96 P 2025-01-01 2025-12-31 11385 11400 -15 -15 SCHWAB x96 P 2001-01-01 2025-12-31 17 17 SCHWAB x81 P 2025-01-01 2025-12-31 17003 23316 -6313 -6313 SCHWAB x81 P 2001-01-01 2025-12-31 82098 63477 18621 18621 SCHWAB x04 P 2025-01-01 2025-12-31 14524 14463 61 61 SCHWAB x04 P 2001-01-01 2025-12-31 76794 64503 12291 12291 SCHWAB x11 P 2025-01-01 2025-12-31 385402 373715 11687 11687 SCHWAB x11 P 2001-01-01 2025-12-31 1221678 901219 320459 320459 Capital Gain Dividends 1919 358690 5329 5927 5927 5927 2440 2440 3487 0 false false false false false false false true true WI false false false false false true N/A CURI CAPITAL LLC 4142038040 10361 W INNOVATION DRIVE SUITE 350 MILWAUKEE WI 53226 false false false false false false false false false false false false false false false false false false false false false false CAROLYN R JACOBUS 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 President 0.00 0 NANCY J BACH 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 Treasurer 0.00 0 BARBARA J WELLS 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 Secretary 0.00 0 BRIAN A JANECKE 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 Director 0.00 0 NONE NONE 3757195 100210 0 3857405 0 3857405 57861 3799544 189977 189977 5927 5927 184050 184050 184050 198247 198247 184050 179409 198247 179409 0 18838 165212 CAROLYN R JACOBUS BARBARA J WELLS 10361 W INNOVATION DRIVE 350 MILWAUKEE WI 53226 4142038040 GRANT APPLICATIONS SHOULD BE IN LETTER FORM AND INCLUDE PURPOSE OF REQUEST,NAMES OF OFFICERS AND DIRECTORS OF APPLICANT, AND EVIDENCE OF TAX EXEMPTSTATUS. NONE GRANTS AND CONTRIBUTIONS GENERALLY SUPPORTING, BUT NOT LIMITED TO,SOUTHEASTERN WISCONSIN. CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PC GENERAL OPERATING SUPPORT 1500 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02115 NONE PC BREAST CANCER RESEARCH 500 HABITAT FOR HUMANITY OF MARTIN COUN 2090 NORTHWEST FEDERAL HIGHWAY STUART FL 34994 NONE PC GENERAL OPERATING SUPPORT 250 HARVARD SCHOOL OF PUBLIC HEALTH PO BOX 419209 BOSTON MA 02120 NONE PC DEPT OF IMMUNOLOGY & INFECTIOUS DISEASE / DEPT OF NUTRITION 4000 INREACH 4530 PARK ROAD SUITE 300 CHARLOTTE NC 28209 NONE PC GENERAL OPERATING SUPPORT 500 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DRIVE MILWAUKEE WI 53202 NONE PC GENERAL OPERATING SUPPORT 5000 OUR SISTER'S SCHOOL 145 BROWNELL AVENUE NEW BEDFORD MA 02740 NONE PC GENERAL OPERATING SUPPORT 500 UNITED PERFORMING ARTS FUND 301 W WISCONSIN AVE SUITE 600 MILWAUKEE WI 53202 NONE PC GENERAL OPERATING SUPPORT 7500 WAYZATA COMMUNITY CHURCH 125 WAYZATA BLVD E WAYZATA MN 55391 NONE PC PARABLES PROGRAMMING 1000 THE LIBRARY FOUNDATION OF MARTIN CO 2351 SE MONTEREY ROAD STUART FL 34996 NONE PC GENERAL OPERATING SUPPORT 500 OPEN HANDS FOUNDATION 3121 WESTWOOD DRIVE EXCELSIOR MN 55331 NONE PC NEW SHELTER PROJECT 2500 MILWAUKEE SYMPHONY ORCHESTRA 1101 NORTH MARKET STREET SUITE 100 MILWAUKEE WI 53202 NONE PC GENERAL OPERATING SUPPORT 5000 WISCONSIN HISTORICAL FOUNDATION 816 STATE STREET MADISON WI 53726 NONE PC NATIONAL HISTORY DAY 3000 MAYO CLINIC FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC GENERAL OPERATING SUPPORT / BREAST DIAGNOSTIC CLINIC 4500 AURORA HEALTH CARE FOUNDATION 950 N 12TH STREET SUITE A511 MILWAUKEE WI 53233 NONE PC ST. LUKE'S HEART RESEARCH FUND 5000 MEDICAL COLLEGE OF WISCONSIN 8701 W WATERTOWN PLANK RD MILWAUKEE WI 53226 NONE PC ALZHEIMERS RESEARCH & EYE INSTITUTE 12000 MILWAUKEE PUBLIC MUSEUM 800 W WELLS STREET MILWAUKEE WI 53233 NONE PC GENERAL OPERATING SUPPORT 2500 UNITED WAY OF MILWAUKEE WAUKESHA 225 WEST VINE STREET MILWAUKEE WI 53212 NONE PC GENERAL OPERATING SUPPORT 6000 UNITED WAY OF MARTIN COUNTY 10 SE CENTRAL PARKWAY SUITE 101 STUART FL 34995 NONE PC GENERAL OPERATING SUPPORT 4000 HUMANE SOCIETY OF TREASURE COAST 4100 SW LEIGHTON FARM AVE PALM CITY FL 34990 NONE PC GENERAL OPERATING SUPPORT 750 ICA FOOD SHELF 12990 SAINT DAVIDS ROAD MINNETONKA MN 55305 NONE PC GENERAL OPERATING SUPPORT 1500 UW-MADISON FOUNDATION 1848 UNIVERSITY AVE MADISON WI 53726 NONE PC RICHARD G. JACOBUS GRADUATE FELLOWSHIP FUND 7000 ALZHEIMER'S ASSOCIATION 620 SOUTH 76TH STREET SUITE 160 MILWAUKEE WI 53214 NONE PC PURPLE GALA 2500 UWM FOUNDATION 1440 E NORTH AVE MILWAUKEE WI 53726 NONE PC 89.7 MILWAUKEE'S NPR STATION 1000 HAMILTON COLLEGE 198 COLLEGE HILL ROAD CLINTON NY 13323 NONE PC ANNUAL FUND 500 UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET SUITE 736 COLUMBIA SC 29208 NONE PC INTERNATIONAL BUSINESS DEPARTMENT 750 BEST BUDDIES OF NORTH CAROLINA 10020 MONROE ROAD SUITE 210 MATTHEWS NC 28105 NONE PC GENERAL OPERATING SUPPORT 500 WING HAVEN 260 RIDGEWOOD AVE CHARLOTTE NC 28209 NONE PC GENERAL OPERATING SUPPORT 500 OSPREY VILLAGE PO BOX 3155 BLUFFTON SC 29910 NONE PC AMENITY CENTER CAPITAL CAMPAIGN 2500 UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 NONE PC M.E. RINKER SCHOOL OF CONSTRUCTION MANAGEMENT 750 CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP RICHARD ALLEN DR CAMBRIDGE MA 02139 NONE PC GENERAL OPERATING SUPPORT 1500 FOOD FOR FREE COMMITTEES INC 11 INMAN STREET CAMBRIDGE MA 02139 NONE PC GENERAL OPERATING SUPPORT 1000 GOOD FRIENDS OF CHARLOTTE 1307 WEST MOREHEAD STREET SE 207 CHARLOTTE NC 28208 NONE PC GENERAL OPERATING SUPPORT 500 POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON SC 29910 NONE PC GENERAL OPERATING SUPPORT 2500 THE PINE SCHOOL 12350 SE FEDERAL HIGHWAY HOBE SOUND FL 33455 NONE PC LIVE LIKE TED SCHOLARSHIP 1000 UNIVERSITY OF VIRGINIA DARDEN SCHOO PO BOX 7726 CHARLOTESVILLE VA 22906 NONE PC ANNUAL FUND 500 UNIVERSITY SCHOOL OF MILWAUKEE 2100 W FAIRY CHASM RD MILWAUKEE WI 53217 NONE PC GENERAL OPERATING SUPPORT 750 CLEVELAND CLINIC FOUNDATION PO BOX 931517 CLEVELAND OH 44193 NONE PC EMERGENCY SERVICES FUND 3000 VOLUNTEERS IN MEDICINE 417 SE BALBOA AVENUE STUART FL 34994 NONE PC GENERAL OPERATING SUPPORT 1500 THE ALS ASSOCIATION PO BOX 37022 BOONE IA 50037 NONE PC GENERAL OPERATING SUPPORT / MEMORY OF LEO PLESE 2500 CHARLOTTE COUNTRY DAY SCHOOL 1440 CARMEL ROAD CHARLOTTE NC 28226 NONE PC ANNUAL FUND 2000 HEALING HANDS OF JOY PO BOX 30431 CHARLOTTE NC 28230 NONE PC GENERAL OPERATING SUPPORT 1500 JOURNEY 21 1671 OLD SCHOOL HOUSE ROAD OCONOMOWOC WI 53066 NONE PC JOURNEY AT PABST FARMS THE LODGE CAPITAL CAMPAIGN 1000 PHILIPS ACADEMY 3115 PROVIDENCE ROAD CHARLOTTE NC 28211 NONE PC GENERAL OPERATING SUPPORT 1000 THE HARVEST CENTER OF CHARLOTTE PO BOX 19269 CHARLOTTE NC 28219 NONE PC GENERAL OPERATING SUPPORT 1500 BUDUDA AMERICAN FOUNDATION 827 BERKELEY AVE CHARLOTTE NC 28203 NONE PC GENERAL OPERATING SUPPORT 1000 HISTORIC HAYMARKET MILWAUKEE 800 W WELLS ST MILWAUKEE WI 53233 NONE PC WISCONSIN WONDERS CAPITAL CAMPAIGN 8333 TYKES AND TEENS 900 SE OCEAN BLVD STUART FL 34994 NONE PC GENERAL OPERATING SUPPORT 3000 FLORIDA OCEANOGRAPHIC SOCIETY 890 NORTHEAST OCEAN BLVD STUART FL 34996 NONE PC GENERAL OPERATING SUPPORT 250 YMCA SOUTH COAST 25 S WATER NEW BEDFORD MA 02740 NONE PC NEW BEDFORD YMCA 1500 LAKELAND HAWKS ICE ARENA 7961 OLD HWY 51 MINOCQUA WI 54548 NONE PC MELT THE DEBT CAMPAIGN 1500 RED ARROW CAMP FOUNDATION PO BOX 1042 VAIL CO 81658 NONE PC MEMORIAL GRANT / WATER SKIING BOAT / SCHOLARSHIP FUND 50000 SECOND HELPINGS 1121 SOUTHEASTERN AVE INDIANAPOLIS IN 46202 NONE PC SUPPORT FOR BAUFORT / JASPER / HAMPTON COUNTIES 1000 NEW BEDFORD YMCA 25 S WATER NEW BEDFORD MA 02740 NONE PC MEMORIAL GRANT 2000 CAMP BLUE SKIES 2820 SELWYN AVE CHARLOTTE NC 28209 NONE PC GENERAL OPERATING SUPPORT 1000 REVOLVED 3553 45TH AVE S MINNEAPOLIS MN 55406 NONE PC GENERAL OPERATING SUPPORT 1500 176833 14 94435 14 750 18 358690 453875 453875 false false false false false false false false false false CURI CAPITAL 2950 0 0 2950 THERE IS NO REQUIREMENT TO FURNISH A REPORT WITH THE STATE OF WISCONSIN WHENCONTRIBUTIONS WERE NOT SOLICITED. BANK FEES 275 275 WI DFI ANNUAL REPORT 25 25 Other Investment Income 750 750 BOOK TO TAX DIFFERENCE 4604 UNREALIZED GAIN 5669 CURI CAPITAL ADMINISTRATION 18164 0 0 18164 INVESTMENT ADVISORY FEES 717 717 0 0 INVESTMENT MANAGEMENT FEES 25833 25833 0 0 EXCISE TAXES 3811 FOREIGN TAX PAID 908 908