MARY C CURRIE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201841349349102514
- Schema version
- 2017v2.3
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:51:29-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-11 | 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 | 2018-05-11 | 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 | $1,867,799 | 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 | $10,427 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,427 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $355,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,082 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $154,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,065 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,141 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $214 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $123,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,561 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $568,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $727,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,363,306 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $478,224 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $454,218 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $452,127 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $23,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,805 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,169,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,232,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,867,799 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $967 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,168,974 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,232,003 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,168,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,232,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,169,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,232,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,168,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,029 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,232,003 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,232,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HONDA MTN | P | 2015-11-18 | 2017-07-14 | $25,000 | $25,000 | ||
| BRIGHTHOUSE FINANCIAL | P | 2015-09-16 | 2017-08-22 | $16 | $16 | ||
| CARDINAL HEALTH | P | 2014-08-20 | 2017-07-01 | $25,064 | $24,968 | $96 | $96 |
| COCA COLA | P | 2009-04-06 | 2017-05-25 | $11,263 | $5,618 | $5,645 | $5,645 |
| DOW CHEMICAL | P | 1998-02-13 | 2017-03-17 | $58,425 | $30,261 | $28,164 | $28,164 |
| DOW CHEMICAL | P | 1998-02-13 | 2017-06-02 | $62,969 | $30,261 | $32,708 | $32,708 |
| DOWDUPONT | P | 1998-02-13 | 2017-09-15 | $68,495 | $30,261 | $38,234 | $38,234 |
| LAZARD EMERGING MARKETS | P | 2017-09-21 | $25,921 | $25,000 | $921 | $921 | |
| NATIONAL OILWELL | P | 2015-06-25 | 2017-12-01 | $25,000 | $25,000 | ||
| CALL ON DOW | P | 2017-04-07 | 2017-05-23 | $875 | $987 | -$112 | -$112 |
| TOTAL CAPITAL INTERNATIONAL | P | 2016-02-03 | 2017-01-10 | $25,000 | $25,000 | ||
| VODAFONE GROUP | P | 2013-04-03 | 2017-03-20 | $25,000 | $25,310 | -$310 | -$310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,082 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$112 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,627 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,612,674 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,489,990 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039450 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,189 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,221,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,557 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,207,174 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041052 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,034 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $996,615 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047194 | DistributionYr5Rt |
| Total Distribution | 0.228424 | TotalDistributionRt |
| Average Distribution | 0.045685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,784,599 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,529 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,966 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,420 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,874 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,874 | SubtotalAmt |
| Tax Based On Investment Income | $2,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,474 | TaxDueAmt |
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 |
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 | ||||||||
| 4805 MOORLAND DRIVE | MIDLAND | MI | 48640 | 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 | $1,719,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,420 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,811,776 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,811,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,784,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,874 | TotalTaxAmt |
| Distributable Before Adj | $86,356 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,356 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,356 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,420 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,420 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $78,420 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,265 | UndistributedIncomePYAmt |
| Qualifying Distributions | $78,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,265 | AppliedToYear1Amt |
| Applied To Current Year | $2,155 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $84,201 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1310 ASHMAN ST | MIDLAND | MI | 48640 | NONE | PC | PASTOR'S DISCRETIONARY FUND | $10,000 |
| CITY OF MIDLAND | |||||||
| 333 W ELLSWORTH STREET | MIDLAND | MI | 48640 | NONE | GOV | CURRIE GOLF COURSE | $25,000 |
| BBBS OF THE GREAT LAKES BAY REGION | |||||||
| 2200 N SAGINAW RD | MIDLAND | MI | 48640 | NONE | PC | VARIOUS PROJECTS | $10,000 |
| MIDLAND COUNTY HUMANE SOCIETY | |||||||
| 4371 E ASHMAN | MIDLAND | MI | 48642 | NONE | PC | OPERATING EQUIPMENT AND SUPPLIES | $10,000 |
| NORTH FAMILY CENTER | |||||||
| 2601 E SHEARER RD | MIDLAND | MI | 48642 | NONE | PC | VARIOUS PROGRAMS | $6,500 |
| COLEMAN YOUTH ATHLETIC ASSOCIATION | |||||||
| PO BOX 5 | COLEMAN | MI | 48618 | NONE | PC | COLEMAN LITTLE LEAGUE FIELD IMPROV | $5,000 |
| MIDLAND COUNTY FOOD PANTRY | |||||||
| PO BOX 2521 | MIDLAND | MI | 486412521 | NONE | PC | BACKPACK BUDDIES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,427 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,065 | 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 | $1,900 | Amt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN HONDA MTN NOTE | ||
| AMGEN INC. NOTE | $25,589 | $25,691 |
| AT&T INC NOTE | $25,148 | $25,077 |
| BANK OF MONTREAL | $24,898 | $24,473 |
| BANK OF NOVA SCOTIA NOTE | $24,993 | $24,939 |
| BP CAPITAL MKT PLC NOTE | $25,157 | $25,046 |
| CARDINAL HEALTH INC NOTE | ||
| CHEMICAL BANK CD | $25,000 | $25,000 |
| GENERAL MILLS NOTE | $25,187 | $24,994 |
| GOLDMAN SACHS NOTE | $25,000 | $24,979 |
| IBM CORP NOTE | $24,977 | $25,031 |
| INTEL CORP | $25,363 | $25,273 |
| JOHN DEERE CAPITAL CORP | $25,311 | $25,097 |
| JP MORGANCHASE & CO NOTE | $24,773 | $24,984 |
| MEDTRONIC INC | $25,561 | $25,606 |
| NATIONAL OILWELL NOTE | ||
| PETROBRAS INTL FIN CO NOTE | ||
| PHILLIP MORRIS INTL INC | $25,706 | $25,304 |
| QUALCOMM INC | $25,313 | $25,023 |
| SCHWAB CHARLES CORP | $25,560 | $25,410 |
| SHELL INTERNATIONAL FIN | $25,099 | $24,948 |
| TOTAL CAPITAL INTL SA | ||
| TOYOTA MOTOR CREDIT CORP NOTE | $25,583 | $25,252 |
| VODAFONE NOTE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $6,877 | $29,013 |
| ALTRIA GROUP INC | $10,832 | $28,564 |
| AMERICAN ELEC. PWR | $13,017 | $22,071 |
| AMGEN INC | $23,131 | $26,085 |
| APPLIED MATERIALS | $13,185 | $61,344 |
| AT&T INC | $11,943 | $17,496 |
| AUTOMATIC DATA PROCESSING | $12,770 | $46,876 |
| BRIGHTHOUSE FINANCIAL | $1,606 | $1,583 |
| BRISTOL- MYERS | $16,370 | $30,640 |
| CARDINAL HEALTH | $24,546 | $18,381 |
| CARNIVAL CORP | $25,091 | $29,867 |
| CATERPILLAR TRACTOR CO | $7,958 | $39,395 |
| CHEMICAL FINANCIAL CORP | $44,110 | $106,940 |
| CHEVRON CORP | $18,128 | $25,038 |
| COCA COLA CO | $5,618 | $11,470 |
| DELAWARE EMERGING MARKETS | $15,000 | $14,861 |
| DOW CHEMICAL CO | ||
| DOWDUPONT | $101,962 | $272,060 |
| DR HORTON INC | $18,423 | $25,535 |
| EXXON MOBILE CORP | $39,705 | $25,092 |
| FIDELITY SMALL CAP DISCOVERY FUND | $25,000 | $23,738 |
| GENUINE PARTS CO | $20,478 | $38,004 |
| HONEYWELL INTL INC | $19,041 | $46,008 |
| INTEL CORP | $20,929 | $46,160 |
| MCDONALDS CORP | $14,006 | $34,424 |
| MERCK & CO | $20,459 | $33,762 |
| METLIFE INC. | $13,194 | $15,168 |
| MFS INTERNATIONAL VALUE FUND | $45,000 | $46,949 |
| MICROCHIP TECH | $8,962 | $43,940 |
| MICROSOFT CORP | $16,482 | $51,324 |
| OPPENHEIMER DEVELOPING MARKETS | $15,000 | $15,387 |
| OPPENHEIMER INTERNATIONAL GROWTH | $45,000 | $47,307 |
| T ROWE PRICE GROUP INC | $14,274 | $20,986 |
| WAL MART STORES | $19,994 | $24,688 |
| WASTE MANAGEMENT INC | $19,280 | $43,150 |
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 | $23,853 | BookValueAmt |
| EOYFMV | $25,805 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL ON DOW STOCK | Desc |
| BOY Book Value | $967 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $10,141 | Amt |
| Net Investment Income | $10,141 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSE FEE | $20 | $20 | |
| EXCISE TAX | $2,261 | ||
| FOREIGN TAXES | $214 | $214 |