MARY C CURRIE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349103507
- Schema version
- 2018v3.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T15:46:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-15 | 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 | 2019-05-15 | 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 | 2019-05-15 | IPDt |
| IP Tm | 15:46:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F8DA1CA24E96FDB236727D7A786CEDCD9823B05 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74E2F59BAD8C7455383966CBD4B3F2E29783587C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,630,024 | 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 | $11,235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $268,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,755 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,386 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $320 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,570 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $727,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $711,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,104,451 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $454,218 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $452,841 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $445,033 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,337 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,232,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,246,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,630,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,232,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,246,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,232,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,232,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,246,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,232,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,832 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,246,835 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY SMALL CAP DISCOVERY | P | 2017-07-20 | 2018-05-31 | $24,262 | $25,000 | -$738 | -$738 |
| BRIGHTHOUSE FINANCIAL INC | P | 2015-09-16 | 2018-08-07 | $1,211 | $1,606 | -$395 | -$395 |
| HOST HOTELS & RESORTS, INC REIT | P | 2017-03-23 | 2018-09-11 | $4,260 | $3,670 | $590 | $590 |
| JP MORGAN CHASE | P | 2014-04-23 | 2018-05-15 | $25,000 | $24,773 | $227 | $227 |
| MICROSOFT CORP | P | 2012-12-13 | 2018-12-14 | $10,620 | $2,747 | $7,873 | $7,873 |
| OPPENHEIMER INTL GROWTH FD | P | 2017-09-21 | 2018-12-14 | $38,047 | $45,000 | -$6,953 | -$6,953 |
| T ROWE PRICE GROUP INC | P | 2015-09-16 | 2018-02-26 | $22,661 | $14,274 | $8,387 | $8,387 |
| WASTE MANAGEMENT INC | P | 2011-04-25 | 2018-09-11 | $9,251 | $3,856 | $5,395 | $5,395 |
| AT&T INC | P | 2013-12-17 | 2018-11-27 | $25,000 | $25,148 | -$148 | -$148 |
| BP CAP MKTS PLC MTN | P | 2013-12-27 | 2018-09-26 | $25,000 | $25,157 | -$157 | -$157 |
| CHEMICAL FINL CORP | P | 1998-02-13 | 2018-05-30 | $34,282 | $13,716 | $20,566 | $20,566 |
| HONEYWELL INTERNATIONAL INC | P | 1977-01-01 | 2018-09-11 | $8,157 | $3,174 | $4,983 | $4,983 |
| MICROCHIP TECHNOLOGY INC | P | 2009-04-06 | 2018-12-14 | $36,062 | $8,781 | $27,281 | $27,281 |
| RESIDEO TECHNOLOGIES INC | P | 1977-01-01 | 2018-11-12 | $14 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,462 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$738 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,420 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,784,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,612,674 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,489,990 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039450 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,221,038 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050112 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,557 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,207,174 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041052 | DistributionYr5Rt |
| Total Distribution | 0.225173 | TotalDistributionRt |
| Average Distribution | 0.045035 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,762,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,367 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,050 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,820 | 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 | $1,050 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,050 | SubtotalAmt |
| Tax Based On Investment Income | $1,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,850 | OverpaymentAmt |
| Applied To ES Tax | $1,850 | 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 | $1,689,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,293 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,789,168 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,789,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,762,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,050 | TotalTaxAmt |
| Distributable Before Adj | $87,067 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,820 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,050 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,770 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,201 | UndistributedIncomePYAmt |
| Qualifying Distributions | $85,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,201 | AppliedToYear1Amt |
| Applied To Current Year | $1,619 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $85,448 | 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 (13 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 | $20,000 |
| MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1310 ASHMAN ST | MIDLAND | MI | 48640 | NONE | PC | PASTOR'S DISCRETIONARY FUND | $5,000 |
| MIDLAND COUNTY PARKS & RECREATION | |||||||
| 220 W ELLSWORTH | MIDLAND | MI | 48640 | NONE | GOV | SANFORD LAKE PARK CONCESSION ALCOVE | $10,000 |
| WILDLIFE RECOVERY ASSOCIATION | |||||||
| 531 S COLEMAN ROAD | SHEPHERD | MI | 48883 | NONE | PC | TO BE USED AS NEEDED | $5,000 |
| MIDLAND VOLUNTEERS FOR RECYCLING | |||||||
| PO BOX 128 | MIDLAND | MI | 48640 | NONE | PC | TO BE USED AS NEEDED | $5,000 |
| MIDLAND AREA COMMUNITY FOUNDATION | |||||||
| 76 ASHMAN CIRCLE | MIDLAND | MI | 48640 | NONE | PC | BARLEY MACTAVISH FUND | $5,000 |
| CAMP FISH TALES | |||||||
| 2177 E ERICKSON ROAD | PINCONNING | MI | 48650 | NONE | PC | TO BE USED AS NEEDED | $5,000 |
| MIDLAND COUNTY AG AND HORT SOC | |||||||
| 6905 EASTMAN AVENUE | MIDLAND | MI | 48642 | NONE | GOV | FIXTURES AND FENCING AT GLOVER ARENA | $5,100 |
| CITY OF MIDLAND | |||||||
| 333 W ELLSWORTH | MIDLAND | MI | 48640 | NONE | GOV | DIGITAL READER PRINTER AT LIBRARY | $5,000 |
| CITY OF MIDLAND | |||||||
| 333 W ELLSWORTH | MIDLAND | MI | 48640 | NONE | GOV | STRATFORD WOODS BEACH WHEELCHAIR SYS | $5,150 |
| TONI & TRISH HOUSE | |||||||
| PO BOX 125 | AUBURN | MI | 48611 | NONE | PC | TO BE USED AS NEEDED | $4,000 |
| CHIPPEWA NATURE CENTER | |||||||
| 400 S BADOUR ROAD | MIDLAND | MI | 48640 | NONE | PC | TO BE USED AS NEEDED | $5,000 |
| DAHLIA HILL SOCIETY OF MIDLAND | |||||||
| 2809 ORCHARD DRIVE | MIDLAND | MI | 48640 | NONE | PC | TO BE USED AS NEEDED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,058 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,755 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,550 | Amt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC. NOTE | $25,398 | $25,111 |
| AT&T INC NOTE | ||
| BANK OF MONTREAL | $24,898 | $24,146 |
| BANK OF NOVA SCOTIA NOTE | $24,993 | $24,902 |
| BP CAPITAL MKT PLC NOTE | ||
| CHEMICAL BANK CD | $25,000 | $25,000 |
| GENERAL MILLS NOTE | $25,094 | $24,810 |
| GOLDMAN SACHS NOTE | $25,000 | $24,780 |
| IBM CORP NOTE | $24,977 | $24,969 |
| INTEL CORP | $25,245 | $24,900 |
| JOHN DEERE CAPITAL CORP | $25,226 | $24,774 |
| JP MORGAN CHASE & CO NOTE | $24,637 | $24,636 |
| MEDTRONIC INC | $25,442 | $24,931 |
| PHILLIP MORRIS INTL INC | $25,535 | $24,689 |
| QUALCOMM INC | $25,247 | $24,595 |
| SCHWAB CHARLES CORP | $25,481 | $25,012 |
| SHELL INTERNATIONAL FIN | $25,060 | $24,766 |
| TOYOTA MOTOR CREDIT CORP NOTE | $25,421 | $24,859 |
| GENERAL ELECTRIC | $25,230 | $22,994 |
| SANOFI-AVENTIS | $24,957 | $25,159 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $6,877 | $27,657 |
| ALTRIA GROUP INC | $10,832 | $19,756 |
| AMERICAN ELEC. PWR | $13,017 | $22,422 |
| AMGEN INC | $23,131 | $29,201 |
| APPLIED MATERIALS | $13,185 | $39,288 |
| AT&T INC | $19,515 | $19,978 |
| AUTOMATIC DATA PROCESSING | $12,770 | $52,448 |
| BRIGHTHOUSE FINANCIAL | ||
| BRISTOL-MYERS | $16,370 | $25,990 |
| CARDINAL HEALTH | $24,546 | $13,380 |
| CARNIVAL CORP | $25,091 | $22,185 |
| CATERPILLAR TRACTOR CO | $7,958 | $31,768 |
| CHEMICAL FINANCIAL CORP | $30,393 | $51,254 |
| CHEVRON CORP | $18,128 | $21,758 |
| COCA COLA CO | $5,618 | $11,838 |
| DELAWARE EMERGING MARKETS | $15,000 | $12,239 |
| DOWDUPONT | $101,963 | $204,294 |
| DR HORTON INC | $18,423 | $17,330 |
| EXXON MOBILE CORP | $39,705 | $20,457 |
| FIDELITY SMALL CAP DISCOVERY FUND | $25,000 | $20,955 |
| GENUINE PARTS CO | $20,478 | $38,408 |
| HONEYWELL INTL INC | $15,867 | $33,030 |
| INTEL CORP | $20,929 | $46,930 |
| MCDONALDS CORP | $14,006 | $35,514 |
| MERCK & CO | $20,459 | $45,846 |
| METLIFE INC. | $13,194 | $12,318 |
| MFS INTERNATIONAL VALUE FUND | $45,000 | $40,933 |
| MICROCHIP TECH | ||
| MICROSOFT CORP | $13,735 | $50,785 |
| OPPENHEIMER DEVELOPING MARKETS | $15,000 | $13,470 |
| OPPENHEIMER INTERNATIONAL GROWTH | ||
| T ROWE PRICE GROUP INC | ||
| WAL MART STORES | $19,994 | $23,288 |
| WASTE MANAGEMENT INC | $15,424 | $35,596 |
| GARRETT MOTION INC | $309 | |
| RESIDEO TECHNOLOGIES | $843 | |
| WELLS FARGO SPECIAL SMALL CAP VALUE | $25,000 | $21,424 |
| VANGUARD INTERNATIONAL GROWTH FUND | $45,000 | $41,559 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HOST HOTELS & RESORTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,183 | BookValueAmt |
| EOYFMV | $18,337 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS EXPENSE | $23 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $10,386 | Amt |
| Net Investment Income | $10,386 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSE FEE | $20 | $20 | |
| EXCISE TAX | $4,374 | ||
| FOREIGN TAXES | $320 | $320 |