DONALD G CURRIE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DONALD G CURRIE FOUNDATION (EIN 26-3232430)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-15
- IRS object ID
- 201922279349100932
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-15T17:16:02-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 WEST GRANDRIDGE BLVD SUITE 130 | AddressLine1Txt |
| City | KENNEWICK | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99336 | 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 | 263232430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD G CURRIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9362383542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1258 FUJI WAY | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD G CURRIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9362383542 | PhoneNum |
| Signature | 2019-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE S OLSON CPA | PreparerPersonNm |
| PTIN | P01587778 | PTIN |
| Phone | 5097351561 | PhoneNum |
| Preparation | 2019-08-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-07 | IPDt |
| IP Tm | 13:55:24 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 84BDE7AD4ADB62213C7E1A191A12ED9082B4B320 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 87BD3611550E1D67138C53841B1C9A886D50C97E | 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 | $1,020,786 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $365,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,026 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $513 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,799 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $463,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $661,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $972,296 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $357,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,930 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,691 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $833,761 | TotalAssetsBOYAmt |
| Total Assets EOY | $716,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,020,786 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $733 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $733 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $833,761 | RetainedEarningBOYAmt |
| Retained Earning EOY | $716,198 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $833,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $716,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $833,761 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $716,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $833,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,295 | OtherIncreasesAmt |
| Subtotal | $780,097 | SubtotalAmt |
| Other Decreases | $63,899 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $716,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $362,389 | $390,725 | -$28,336 | -$28,336 | |
| CAPITAL GAINS DIVIDENDS | $2,930 | $2,930 | $2,930 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,406 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,476 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,169,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,738 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,041,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052565 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,129 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,023,231 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035309 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,053,874 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037191 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $967,235 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.167374 | TotalDistributionRt |
| Average Distribution | 0.033475 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,181,715 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,558 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $270 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,513 | 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 | $270 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $270 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $524 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $524 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $254 | OverpaymentAmt |
| Applied To ES Tax | $254 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9362383542 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1258 FUJI WAY | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROMY R POINDEXTER | ||||||||
| 11185 HWY 1277 | SAN AUGUSTINE | TX | 75972 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD G CURRIE | ||||||||
| 1258 FUJI WAY | RICHLAND | WA | 99352 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| CAROL CURRIE | ||||||||
| 1258 FUJI WAY | RICHLAND | WA | 99352 | SEC/TREAS | 2.00 | $0 | $0 | $0 |
| CAROL JO RODRIGUEZ | ||||||||
| 1258 FUJI WAY | RICHLAND | WA | 99352 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,184,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,199,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,199,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,181,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270 | TotalTaxAmt |
| Distributable Before Adj | $58,816 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,513 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,513 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $270 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,243 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,167 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,513 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,167 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $50,470 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD G CURRIE PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1258 FUJI WAY | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9362383542 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM INCLUDING THE APPLICANT'S OFFICERS, IRS EXEMPTION LETTER, AND ITEMIZED PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RICHLAND POLICE DEPARTMENT FOUNDATION | |||||||
| 3019 DUPORTAIL ST BOX 241 | RICHLAND | WA | 99352 | NONE | PC | FOR THE SUPPORT OF RICHLAND'S POLICE OFFICERS. | $30,000 |
| ORCHARD ELEMENTARY PARENT TEACHER ORGANIZATION | |||||||
| 1600 GALA WAY | RICHLAND | WA | 99352 | NONE | PC | TO SUPPORT THE ORCHARD ELEMENTARY STUDENTS AND FAMILIES. | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,060 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,406 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,695 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,026 | Amt |
| Net Investment Income | $513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $513 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (85 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (ABT) | $7,219 | $21,699 |
| ABBVIE INCCOM (ABBV) | $7,828 | $27,657 |
| ALTRIAGROUP INC(MO) | $14,391 | $34,573 |
| AMEREN CORP (HLDGCO) (AEE) | $12,890 | $24,461 |
| AT&T INC(T) | $14,349 | $14,270 |
| BANKOF AMERICACORP | $8,229 | $12,320 |
| CATERPILLAR INC(CAT) | $17,866 | $25,414 |
| CENTURYLINK INC(CTL) | $11,698 | $4,545 |
| CMS ENERGYCP (CMS) | $9,581 | $19,860 |
| DOWDUPONT INC(DWDP) | $199,067 | $354,305 |
| EATON CORP PLCSHS (ETN) | $11,074 | $13,732 |
| EXXON MOBIL CORP (XOM) | $1,214 | $20,457 |
| FACEBOOK INCCL-A (FB) | $12,142 | $26,218 |
| INVESCOMORTGAGECAPITAL INC(IVR) | $11,513 | $7,240 |
| JPMORGAN CHASE& CO(JPM) | $2,283 | $39,048 |
| TARGARESOURCESCORP (TRGP) | $794 | $2,557 |
| UNITED TECHNOLOGIES CORP (UTX) | $16,455 | $21,296 |
| WASTEMGMT INC(DELA) (WM) | $10,652 | $26,697 |
| WILLIAMSCOINC(WMB) | $10,610 | $6,615 |
| YUM BRANDS INC(YUM) | $7,429 | $18,384 |
| YUM CHINA HLDNGS (YUMC) | $3,207 | $6,706 |
| ACTIVISION BLIZZARD INC(ATVI) | $5,144 | $3,958 |
| AGILENT TECHNOLOGIES (A) | $2,045 | $2,091 |
| ALLERGANPLCSHS (AGN) | $5,225 | $4,277 |
| ALPHABET INCCL A (GOOGL) | $5,344 | $5,225 |
| AMAZON COM INC(AMZN) | $3,286 | $3,004 |
| AMER INTL GP INCNEW(AIG) | $3,513 | $3,113 |
| AMERICAN ELECTRICPOWER CO(AEP) | $3,108 | $3,139 |
| AON PLCSHS CL-A (AON) | $4,452 | $4,070 |
| APPLE INC(AAPL) | $7,245 | $5,836 |
| ARAMARK HOLDINGSCORPORATION (ARMK) | $3,569 | $2,984 |
| ARISTA NETWORKS INC(ANET) | $3,416 | $2,950 |
| AT&T INC(T) | $8,174 | $7,649 |
| BANKOF NEWYORK MELLON CORP (BK) | $4,100 | $4,001 |
| BERKSHIRE HATHAWAYCL-B NEW(BRK'B) | $8,288 | $7,963 |
| BIOGEN INCCOM (BIIB) | $1,930 | $1,806 |
| BLACKROCK INC(BLK) | $2,059 | $1,964 |
| BOOKINGHOLDINGS INC(BKNG) | $3,932 | $3,445 |
| BOSTON SCIENTIFICCORP (BSX) | $4,401 | $4,241 |
| CBSCORP NEWCL B SHRS (CBS) | $4,514 | $3,454 |
| CHEVRON CORP (CVX) | $8,398 | $7,724 |
| CISCOSYS INC(CSCO) | $5,891 | $5,503 |
| CITIGROUP INCNEW(C) | $8,932 | $7,080 |
| COGNIZANT TECH SOLUTIONS CL A (CTSH) | $2,158 | $1,968 |
| COMCAST CORP (NEW) CLASSA (CMCSA) | $2,231 | $2,009 |
| CONOCOPHILLIPS (COP) | $3,386 | $3,055 |
| CONSTELLATION BRANDS INCCL A (STZ) | $2,201 | $1,769 |
| CORNINGINC(GLW) | $4,195 | $3,806 |
| DEERE & CO(DE) | $2,019 | $2,088 |
| DENTSPLYSIRONA INC(XRAY) | $2,174 | $2,270 |
| DOWDUPONT INC(DWDP) | $3,253 | $2,995 |
| EQUINIXINCCOM PAR $0.001 (EQIX) | $1,984 | $1,763 |
| EXELON CORP (EXC) | $4,632 | $4,736 |
| HONEYWELL INTERNATIONAL INC(HON) | $5,191 | $4,624 |
| INTL BUSINESS MACHINES CORP (IBM) | $8,289 | $7,616 |
| IQVIAHOLDINGS INC(IQV) | $2,207 | $2,091 |
| JACK IN THE BOXINC(JACK) | $2,082 | $2,018 |
| JOHNSON & JOHNSON (JNJ) | $7,992 | $7,227 |
| JPMORGAN CHASE& CO(JPM) | $5,017 | $4,491 |
| KNIGHT-SWIFT TRANSN HLDGSCL A (KNX) | $6,209 | $4,613 |
| LOWES COMPANIES INC(LOW) | $4,316 | $4,156 |
| MICROSOFT CORP (MSFT) | $5,367 | $5,079 |
| NORTHROP GRUMMAN CP(HLDGCO) (NOC) | $3,383 | $2,938 |
| OCCIDENTAL PETROLEUM CORP DE (OXY) | $8,860 | $7,488 |
| PAYPAL HLDGS INCCOM (PYPL) | $3,125 | $3,111 |
| PFIZER INC(PFE) | $4,106 | $4,147 |
| PHILIP MORRIS INTL INC(PM) | $3,471 | $2,604 |
| SALESFORCE.COM,INC. (CRM) | $2,028 | $2,055 |
| SBACOMMUNICATNS CORP NEWCL A (SBAC) | $3,137 | $3,076 |
| SCHNEIDER NATIONAL INCCL B (SNDR) | $3,535 | $3,025 |
| SHERWINWILLIAMSCOMPANYOHIO(SHW) | $2,026 | $1,967 |
| SPIRIT AEROSYSTEMS HLDCLAA (SPR) | $4,552 | $3,821 |
| STANLEYBLACK& DECKER INC(SWK) | $1,990 | $1,916 |
| T-MOBILEUS INCCOM (TMUS) | $2,198 | $2,036 |
| THERMOFISHER SCIENTIFIC(TMO) | $4,051 | $3,804 |
| UNITED RENTALS INC(URI) | $2,291 | $1,846 |
| UNITEDHEALTH GP INC(UNH) | $4,080 | $3,986 |
| VERIZON COMMUNICATIONS (VZ) | $3,979 | $3,935 |
| VISA INCCL A (V) | $2,250 | $2,111 |
| WALMART INC(WMT) | $4,208 | $3,819 |
| WALT DISNEYCOHLDGCO(DIS) | $3,256 | $3,070 |
| WELLS FARGO& CONEW(WFC) | $6,637 | $5,714 |
| WILLIS TOWERSWATSON PUB LTD (WLTW) | $4,029 | $3,948 |
| XILINXINC(XLNX) | $4,199 | $4,173 |
| ZAYOGROUP HOLDINGS,INC. (ZAYO) | $7,451 | $5,801 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MSIF GROWTH C(MSGUX) | AT COST | $38,629 | $31,389 |
| ISHARES SHORT TREASURYBDETF (SHV) | AT COST | $4,301 | $4,302 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $63,899 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEPOSITS | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $6,295 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $573 | Amt |
| Net Investment Income | $573 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENTS | CategoryTxt |
| Amt | $1,055 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |