MARY C CURRIE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202031979349101278
- Schema version
- 2019v5.0
- 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 Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T10:56:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5915 EASTMAN AVE STE 100 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 486406824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263232113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY C CURRIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9896313626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY C CURRIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9896313626 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE M BOS | PreparerPersonNm |
| PTIN | P00448161 | PTIN |
| Phone | 9898357721 | PhoneNum |
| Preparation | 2020-07-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 10:56:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7EAAAA8737DE4B218ECA784B8663C2F42330AC2A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC77D54BFEB154B9CB8DCC01119896423D3B1B7B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,822,559 | 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 |
| Interest On Sav Rev And Expnss | $12,951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,951 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,204 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $188 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $154,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,013 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,595 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,032 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $449 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,170 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $711,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $782,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,293,655 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $452,841 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $452,256 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $459,162 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,572 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,246,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,303,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,822,559 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,246,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,303,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,246,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,303,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,246,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,303,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,246,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,605 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,303,440 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,303,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | P | 2011-09-30 | 2019-09-17 | $8,324 | $5,416 | $2,908 | $2,908 |
| GENUINE PARTS CO | P | 2010-12-28 | 2019-02-26 | $16,458 | $7,679 | $8,779 | $8,779 |
| APPLIED MATERIALS INC | P | 2012-05-24 | 2019-09-17 | $10,116 | $2,585 | $7,531 | $7,531 |
| HONEYWELL INTERNATIONAL INC | P | 1977-01-01 | 2019-02-26 | $7,702 | $2,532 | $5,170 | $5,170 |
| BANK NOVA SCOTIA | P | 2014-05-29 | 2019-06-05 | $25,000 | $24,993 | $7 | $7 |
| HONEYWELL INTERNATIONAL INC | P | 1977-01-01 | 2019-09-17 | $8,277 | $2,532 | $5,745 | $5,745 |
| GENERAL MILLS INC | P | 2015-04-24 | 2019-10-21 | $25,000 | $25,000 | ||
| INTEL CORP | P | 2010-12-28 | 2019-02-26 | $10,616 | $4,186 | $6,430 | $6,430 |
| HOST HOTELS & RESORTS | P | 2017-03-23 | 2019-09-17 | $18,977 | $20,183 | -$1,206 | -$1,206 |
| MCDONALDS CORP | P | 2010-04-28 | 2019-09-17 | $10,478 | $3,502 | $6,976 | $6,976 |
| IBM CORP | P | 2014-04-23 | 2019-02-12 | $25,000 | $24,977 | $23 | $23 |
| RESIDEO TECHNOLOGIES INC | P | 1977-01-01 | 2019-02-26 | $1,063 | $1,063 | $1,063 | |
| MICROSOFT CORP | P | 2012-12-13 | 2019-02-26 | $11,260 | $2,747 | $8,513 | $8,513 |
| WASTE MANAGEMENT INC | P | 2011-04-25 | 2019-02-26 | $9,929 | $3,856 | $6,073 | $6,073 |
| MICROSOFT CORP | P | 2012-12-13 | 2019-09-01 | $6,845 | $1,374 | $5,471 | $5,471 |
| WASTE MANAGEMENT INC | P | 2011-04-25 | 2019-09-17 | $11,351 | $3,856 | $7,495 | $7,495 |
| AUTOMATIC DATA PROCESSING | P | 2009-04-06 | 2019-02-26 | $15,294 | $3,192 | $12,102 | $12,102 |
| AUTOMATIC DATA PROCESSING | P | 2009-04-06 | 2019-09-17 | $7,928 | $1,596 | $6,332 | $6,332 |
| CHEMICAL FINANCIAL CORP | P | 1998-02-13 | 2019-06-27 | $31,472 | $16,003 | $15,469 | $15,469 |
| CORTEVA INC | P | 1998-02-13 | 2019-06-27 | $10 | $6 | $4 | $4 |
| DOW INC | P | 1998-02-13 | 2019-04-16 | $19 | $10 | $9 | $9 |
| DUPONT DE NEMOURS | P | 1998-02-13 | 2019-06-27 | $25 | $14 | $11 | $11 |
| GARRETT MOTION INC | P | 1977-01-01 | 2019-02-26 | $419 | $419 | $419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,204 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,770 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,762,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048101 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,420 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,784,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043943 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,627 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,612,674 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050616 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,489,990 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039450 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,189 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,221,038 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050112 | DistributionYr5Rt |
| Total Distribution | 0.232222 | TotalDistributionRt |
| Average Distribution | 0.046444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,763,171 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,435 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,324 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,115 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,435 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,435 | SubtotalAmt |
| Tax Based On Investment Income | $1,435 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,850 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,850 | TotalPaymentsAndCreditsAmt |
| Overpayment | $415 | OverpaymentAmt |
| Applied To ES Tax | $415 | 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 | MI | 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 |
| Individual With Books | MARY C CURRIE PRESIDENT | IndividualWithBooksNm |
| Phone | 9896313626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY C CURRIE | ||||||||
| 1401 NORTH PARKWAY | MIDLAND | MI | 48640 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| SHELLY CAUFIELD | ||||||||
| 1876 W BEAVER ROAD | AUBURN | MI | 48611 | SECRETARY/TR | 0.10 | $0 | $0 | $0 |
| ALAN OTT | ||||||||
| 2325 ROCKWELL DR APT 118 | MIDLAND | MI | 48642 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,688,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,584 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,790,021 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,790,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,763,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,435 | TotalTaxAmt |
| Distributable Before Adj | $86,724 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,724 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,115 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,115 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,435 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,448 | UndistributedIncomePYAmt |
| Qualifying Distributions | $87,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,448 | AppliedToYear1Amt |
| Applied To Current Year | $1,667 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $85,057 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY C CURRIE PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N PARKWAY | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9896313626 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM TO INCLUDE PROJECT BUDGET AND ORGANIZATION INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF MIDLAND | |||||||
| 333 W ELLSWORTH STREET | MIDLAND | MI | 48640 | NONE | GOV | CURRIE GOLF COURSE | $30,000 |
| CITY OF MIDLAND | |||||||
| 333 W ELLSWORTH STREET | MIDLAND | MI | 48640 | NONE | GOV | WASHINGTON WOODS | $3,550 |
| EAGLE VILLAGE | |||||||
| 5044 175TH AVENUE | HERSHEY | MI | 49639 | NONE | PC | GENERAL FUND | $10,000 |
| MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1310 ASHMAN ST | MIDLAND | MI | 48640 | NONE | PC | PASTOR'S DISCRETIONARY FUND | $10,000 |
| MIDLAND AREA COMMUNITY FOUNDATION | |||||||
| 76 ASHMAN CIRCLE | MIDLAND | MI | 48640 | NONE | PC | BARLEY MACTAVISH FUND | $1,250 |
| MIDLAND COUNTY FAIR | |||||||
| 6905 EASTMAN AVENUE | MIDLAND | MI | 48642 | NONE | PC | EQUESTRIAN CENTER | $3,500 |
| MIDLAND COUNTY FINANCE DEPT | |||||||
| 220 W ELLSWORTH ST | MIDLAND | MI | 48640 | NONE | GOV | STAFF TRAINING | $3,200 |
| SHELTERHOUSE | |||||||
| 3115 ISABELLA STREET | MIDLAND | MI | 48640 | NONE | PC | NEW BUILDING | $10,000 |
| TONI & TRISH HOUSE | |||||||
| 4699 11 MILE ROAD | AUBURN | MI | 48611 | NONE | PC | BUILDING EXPANSION | $4,000 |
| WEST MIDLAND FAMILY CENTER | |||||||
| PO BOX 1985 | MIDLAND | MI | 486411985 | NONE | PC | THREE'S PRESCHOOL SCHOLARSHIPS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,951 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $109,204 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $188 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $188 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,201 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,595 | Amt |
| Disbursements Charitable Prps | $1,595 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFILIATED MANAGERS GROUP | $25,685 | $26,778 |
| AMGEN INC. NOTE | $25,202 | $25,287 |
| BANK OF MONTREAL | $24,898 | $25,047 |
| BANK OF NOVA SCOTIA NOTE | ||
| BANK OF NY MELLON CORP | $25,321 | $26,229 |
| CHEMICAL BANK CD | ||
| GENERAL ELECTRIC | $25,187 | $25,758 |
| GENERAL MILLS NOTE | ||
| GOLDMAN SACHS NOTE | $25,000 | $25,014 |
| IBM CORP NOTE | ||
| INTEL CORP | $25,124 | $25,096 |
| JOHN DEERE CAPITAL CORP | $25,180 | $25,178 |
| JP MORGAN CHASE & CO NOTE | $24,637 | $25,801 |
| MEDTRONIC INC | $25,320 | $25,713 |
| PHILLIP MORRIS INTL INC | $25,361 | $25,445 |
| QUALCOMM INC | $25,179 | $25,632 |
| SANOFI-AVENTIS | $24,957 | $26,206 |
| SCHWAB CHARLES CORP | $25,366 | $25,815 |
| SHELL INTERNATIONAL FIN | $25,020 | $25,015 |
| TOYOTA MOTOR CREDIT CORP NOTE | $25,255 | $25,306 |
| UNITED STATES TREASURY BILLS | $49,564 | $49,842 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $6,877 | $26,562 |
| ALPHABET INC | $24,477 | $29,467 |
| ALTRIA GROUP INC | $5,416 | $9,982 |
| AMERICAN ELEC. PWR | $13,017 | $28,353 |
| AMGEN INC | $23,131 | $36,161 |
| APPLIED MATERIALS | $10,600 | $61,040 |
| AT&T INC | $19,515 | $27,356 |
| AUTOMATIC DATA PROCESSING | $7,981 | $42,625 |
| BRISTOL-MYERS | $16,370 | $32,095 |
| CARDINAL HEALTH | $24,546 | $15,174 |
| CARNIVAL CORP | $25,091 | $22,874 |
| CATERPILLAR TRACTOR CO | $7,958 | $36,920 |
| CHEMICAL FINANCIAL CORP | ||
| CHEVRON CORP | $18,128 | $24,102 |
| COCA COLA CO | $5,618 | $13,838 |
| CORTEVA INC | $21,422 | $37,630 |
| DELAWARE EMERGING MARKETS | $23,000 | $24,323 |
| DISNEY WALT CO | $22,652 | $28,926 |
| DOWDUPONT | ||
| DOW INC | $34,219 | $69,671 |
| DUPONT DE NEMOURS | $47,413 | $81,727 |
| DR HORTON INC | $18,423 | $26,375 |
| EXXON MOBILE CORP | $39,705 | $20,934 |
| FIDELITY SMALL CAP DISCOVERY FUND | $25,000 | $27,096 |
| GENUINE PARTS CO | $12,799 | $26,558 |
| HONEYWELL INTL INC | $9,520 | $26,550 |
| INTEL CORP | $16,743 | $47,880 |
| INVESCO OPPENHEIMER DEVELOPING | $22,000 | $24,035 |
| MCDONALDS CORP | $10,505 | $29,642 |
| MERCK & CO | $20,459 | $54,570 |
| METLIFE INC. | $13,194 | $15,291 |
| MFS INTERNATIONAL VALUE FUND | $58,500 | $64,149 |
| MICROSOFT CORP | $9,614 | $55,195 |
| OPPENHEIMER DEVELOPING MARKETS | ||
| PRUDENTIAL FINANCIAL INC | $22,084 | $23,435 |
| WAL MART STORES | $19,994 | $29,710 |
| WASTE MANAGEMENT INC | $7,712 | $22,792 |
| ROYAL BANK OF CANADA | $23,339 | $23,760 |
| TCF FINANCIAL CORP | $14,391 | $32,760 |
| WELLS FARGO SPECIAL SMALL CAP VALUE | $25,000 | $26,981 |
| VANGUARD INTERNATIONAL GROWTH FUND | $56,500 | $67,116 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HOST HOTELS & RESORTS | AT COST | ||
| BOSTON PROPERTIES INC | AT COST | $26,101 | $27,572 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $188 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $10,032 | Amt |
| Net Investment Income | $10,032 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSE FEE | $20 | $20 | |
| FOREIGN TAXES | $449 | $449 |