JACK AND PHYLLIS CURTIS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND PHYLLIS CURTIS FOUNDATION (EIN 75-2897872)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201821309349101507
- Schema version
- 2017v2.2
- 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
- Schedule B
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T12:27:28-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260444114 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURTIS COMPANIES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1901 | AddressLine1Txt |
| City | Pampa | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790661901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752897872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK AND PHYLLIS CURTIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 8066693235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1901 | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790661901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE E CURTIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8066693235 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David W Cory CPA | PreparerPersonNm |
| PTIN | P00288587 | PTIN |
| Phone | 8066693235 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,108,653 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,492 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,171 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,290 | 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 |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,603 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,035,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,060,050 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,060,050 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,100,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,108,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,108,653 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $278 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $243 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $5,048 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,899 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,142 | 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 | $1,094,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,102,511 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,094,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,102,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,100,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,108,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,094,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,102,754 | SubtotalAmt |
| Other Decreases | $243 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,102,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HSBC BANK OF MCLEAN VA CD | P | 2017-03-16 | 2017-12-12 | $30,000 | $30,000 | $0 | $0 |
| WELLS FARGO BK CD | P | 2016-11-08 | 2017-05-19 | $14,000 | $14,000 | $0 | $0 |
| CIT BANK CD | P | 2013-09-19 | 2017-06-06 | $20,000 | $20,000 | $0 | $0 |
| DISCOVER BANK CD | P | 2014-12-16 | 2017-06-19 | $50,000 | $50,000 | $0 | $0 |
| GOLDMAN SACHS BK CD | P | 2012-01-06 | 2017-01-11 | $140,000 | $140,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,722 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,026,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047450 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $981,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,725 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $930,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048064 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,757 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $905,660 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046107 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,813 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $854,962 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046567 | DistributionYr5Rt |
| Total Distribution | 0.234804 | TotalDistributionRt |
| Average Distribution | 0.046961 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,065,691 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,000 | 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 | $243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $243 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOE E CURTIS | IndividualWithBooksNm |
| Phone | 8066693235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 N PRICE ROAD | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79065 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOE E CURTIS | ||||||||
| P O BOX 1901 | PAMPA | TX | 790661901 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JACK T CURTIS JR | ||||||||
| P O BOX 1901 | PAMPA | TX | 790661901 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| TERRY WILEMON | ||||||||
| P O BOX 1901 | PAMPA | TX | 790661901 | TREASURER | 0.00 | $0 | $0 | $0 |
| ELLEN BRISTER | ||||||||
| P O BOX 1901 | PAMPA | TX | 790661901 | SECRETARY | 0.00 | $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 | $1,046,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,110,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,110,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,065,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $53,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $243 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,325 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,325 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,675 | 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 | $50,367 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALT | |||||||
| 2019 CIVIC CIRCLE | AMARILLO | TX | 79109 | NONE | 501(c) 3 | GENERAL USE | $2,000 |
| CITY CHURCH | |||||||
| 205 S POLK | AMARILLO | TX | 79101 | NONE | CHURCH | GENERAL USE | $1,000 |
| EPISCOPAL RELIEF DEVELOPMENT | |||||||
| P O BOX 7058 | MERRIFIELD | VA | 221167058 | NONE | CHURCH | GENERAL USE | $2,000 |
| FAITH CITY MINISTRIES | |||||||
| P O BOX 870 | AMARILLO | TX | 791050870 | NONE | CHURCH | GENERAL USE | $3,000 |
| FASO | |||||||
| 1601 S GEORGIA | AMARILLO | TX | 79102 | NONE | 501(c) 3 | GENERAL USE | $1,000 |
| GOOD SMARITIAN CHRISTIAN SERVICES | |||||||
| 309 N WARD | PAMPA | TX | 79065 | NONE | 501(c) 3 | GENERAL USE | $2,000 |
| HIGH PLAINS FOOD BANK | |||||||
| 815 S ROSS ST | AMARILLO | TX | 79102 | NONE | 501(c) 3 | GENERAL USE | $2,000 |
| SACK PAK 4KIDS | |||||||
| 701 PARK PLACE AVE | AMARILLO | TX | 79101 | NONE | 501(c) 3 | GENERAL USEGENERAL USE | $1,000 |
| ST ANDREWS EPISCOPAL CHURCH | |||||||
| 1601 S GEORGIA | AMARILLO | TX | 79102 | NONE | CHURCH | GENERAL USE | $10,000 |
| ST MATTHEWS EPISCOPAL CHURCH | |||||||
| 727 W BROWNING | PAMPA | TX | 79065 | NONE | CHURCH | GENERAL USE | $14,000 |
| ST MATTHEWS EPISCOPAL DAY SCHOOL | |||||||
| 727 W BROWNING | PAMPA | TX | 79065 | NONE | CHURCH | GENERAL USE | $8,500 |
| THE HOPE & HEALING PLACE | |||||||
| 1721 S TYLER ST | AMARILLO | TX | 79101 | NONE | 501(c) 3 | GENERAL USE | $1,000 |
| THE HUNGER PROJECT | |||||||
| P O BOX 7844 | AMARILLO | TX | 79114 | NONE | 501(c) 3 | GENERAL USE | $1,000 |
| WINDOW ON A WIDER WORLD | |||||||
| 1601 S GEORGIA | AMARILLO | TX | 79102 | NONE | 501(c) 3 | GENERAL USE | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,000 | 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 | $17,171 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,290 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,290 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYLLIS R CURTIS CHARITABLE ANNUITY LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1800 | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790661800 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,492 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | The required distributions for 2018 will be $52,000. Cash in that amount will be used for charitable distributions. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES-CASH | AT COST | $39,554 | $39,554 |
| RAYMOND JAMES-CD'S | FMV | $1,020,496 | $1,020,496 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 Federal Income Tax | Desc |
| Amt | $243 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARK TO MARKET UNREALIZED (GAIN) LOSSES | Desc |
| BOY Book Value | $5,048 | BOYBookValueAmt |
| EOY Book Value | $5,899 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYLLIS R CURTIS CHARITABLE ANNUITY LEAD TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1800 | AddressLine1Txt |
| City | PAMPA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790661800 | ZIPCd |