MARY C CURRIE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201711319349102806
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T16:58:03-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-11 | 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 | 2017-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8E3C466F761C317283EE95887C481AD7B8FE7585 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74E2F59BAD8C7455383966CBD4B3F2E29783587C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,691,206 | 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 | $8,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,266 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $201 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $147,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,016 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,178 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,178 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,570 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,480 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $705,791 | CorporateStockBOYAmt |
| Corporate Stock EOY | $568,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,090,970 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $403,676 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $478,224 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $476,756 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,115,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,169,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,691,206 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $967 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $967 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,115,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,168,974 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,115,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,168,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,115,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,169,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,115,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,283 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,168,974 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,168,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | P | 2010-04-28 | 2016-01-19 | $11,653 | $7,003 | $4,650 | $4,650 |
| ALTRIA GROUP | P | 2011-09-30 | 2016-01-22 | $11,642 | $5,416 | $6,226 | $6,226 |
| AIR PRODUCTS & CHEMICALS INC | P | 2012-12-13 | 2016-01-19 | $23,712 | $16,614 | $7,098 | $7,098 |
| HCP INC REIT | P | 2012-05-24 | 2016-01-19 | $21,888 | $24,570 | -$2,682 | -$2,682 |
| PETROBRAS INTL FIN | P | 2012-06-21 | 2016-01-27 | $25,000 | $25,972 | -$972 | -$972 |
| EMC CORP | P | 2015-06-01 | 2016-04-05 | $23,500 | $25,452 | -$1,952 | -$1,952 |
| CHEMICAL BANK CD | P | 2016-05-23 | 2016-05-23 | $25,000 | $25,000 | ||
| CHEMICAL FINL CORP | P | 1998-02-13 | 2016-08-05 | $42,865 | $22,861 | $20,004 | $20,004 |
| SPECTRA ENERGY CORP | P | 2011-09-30 | 2016-09-06 | $24,931 | $14,910 | $10,021 | $10,021 |
| FRANCE TELECOM | P | 2012-04-26 | 2016-09-14 | $25,000 | $25,730 | -$730 | -$730 |
| ADVANSIX INC | P | 1977-01-01 | 2016-10-11 | $188 | $188 | $188 | |
| CHEMICAL FINL CORP | P | 1998-02-13 | 2016-12-16 | $106,627 | $45,722 | $60,905 | $60,905 |
| CALL ON DOW | P | 2016-05-24 | 2016-09-19 | $1,510 | $1,510 | $1,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,266 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$442 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,489,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039450 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,189 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,221,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,557 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,207,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041052 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,034 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $996,615 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,285 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,137,821 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039800 | DistributionYr5Rt |
| Total Distribution | 0.217608 | TotalDistributionRt |
| Average Distribution | 0.043522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,612,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,005 | 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 | $1,378 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,378 | SubtotalAmt |
| Tax Based On Investment Income | $1,378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,073 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,073 | TotalPaymentsAndCreditsAmt |
| Overpayment | $695 | OverpaymentAmt |
| Applied To ES Tax | $695 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2013 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | $1,564,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,637,232 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,637,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,612,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,378 | TotalTaxAmt |
| Distributable Before Adj | $79,256 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,256 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,005 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,005 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,378 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,627 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,256 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,662 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Total For Prior Years | $7,352 | TotalForPriorYearsAmt |
| Qualifying Distributions | $83,005 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,662 | AppliedToYear1Amt |
| Applied To Prior Years | $7,352 | AppliedToPriorYearsAmt |
| Applied To Current Year | $2,991 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $76,265 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MEMORIAL PRESBYTERIAN CHURCH | ||||||||
| 1310 ASHMAN ST | MIDLAND | MI | 48640 | NONE | PC | PASTOR'S DISCRETIONARY FUND | $5,000 | |
| CITY OF MIDLAND | ||||||||
| 333 W ELLSWORTH ST | MIDLAND | MI | 48640 | NONE | GOV | CURRIE GOLF COURSE TREE REMOVAL | $10,000 | |
| CAMP FISH TALES | ||||||||
| 2177 E ERICKSON RD | PINCONNING | MI | 48650 | NONE | PC | GENERAL FUND | $2,000 | |
| MIDLAND AREA COMMUNITY FOUNDATION | ||||||||
| 76 ASHMAN CIRCLE | MIDLAND | MI | 48640 | NONE | PC | FOR BARLEY MACTAVISH FUND | $1,000 | |
| CITY OF MIDLAND | ||||||||
| 333 W ELLSWORTH STREET | MIDLAND | MI | 48640 | NONE | GOV | CARPET-WEST CLUBHOUSE | $7,000 | |
| MIDLAND COUNTY FAIR | ||||||||
| 6905 EASTMAN AVE | MIDLAND | MI | 48642 | NONE | GOV | 3 NEW/ADDITIONAL SECURITY CAMERAS | $5,000 | |
| BBBS OF THE GREAT LAKES BAY REGION | ||||||||
| 2200 N SAGINAW RD | MIDLAND | MI | 48640 | NONE | PC | VARIOUS PROJECTS | $5,000 | |
| DEPT OF HEALTH AND HUMAN SERVICES | ||||||||
| 1509 WASHINGTON STREET | MIDLAND | MI | 48640 | NONE | GOV | FOSTER CARE GIFT CARD PANTRY | $5,000 | SUITE A |
| MIDLAND COUNTY HUMANE SOCIETY | ||||||||
| 4371 E ASHMAN | MIDLAND | MI | 48642 | NONE | PC | OPERATING EQUIPMENT AND SUPPLIES | $5,000 | |
| MIDLAND COUNTY PARKS | ||||||||
| 239 W SAGINAW RD | SANFORD | MI | 48657 | NONE | GOV | INFARED MACHINE TRAILER | $5,000 | |
| NORTH FAMILY CENTER | ||||||||
| 2601 E SHEARER RD | MIDLAND | MI | 48642 | NONE | PC | TEEN PROGRAM | $3,000 | |
| COLEMAN FAMILY CENTER | ||||||||
| 4839 COLEMAN SCHOOLS DR | COLEMAN | MI | 48618 | NONE | PC | PRESCHOOL PROGRAMS | $3,000 | |
| WILDLIFE RECOVERY ASSOCIATION | ||||||||
| 531 S COLEMAN RD | SHEPHARD | MI | 48883 | NONE | PC | GENERAL FUND | $2,000 | |
| YWCA | ||||||||
| 723 WASHINGTON AVE | BAY CITY | MI | 48708 | NONE | PC | SUMMER CAMPS | $2,500 | |
| YWCA | ||||||||
| 723 WASHINGTON AVE | BAY CITY | MI | 48708 | NONE | PC | GETTING AHEAD PROGRAM | $2,500 | |
| DELTA COLLEGE | ||||||||
| 1961 DELTA RD | UNIVERSITY CENTER | MI | 48710 | NONE | PC | POSSIBLE DREAMS SCHOLARSHIPS | $10,000 | |
| CITY OF MIDLAND | ||||||||
| 333 W ELLSWORTH ST | MIDLAND | MI | 48640 | NONE | GOV | ASPHALT MADISON ST CLUBHOUSE AREA | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,449 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,266 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $147,016 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,016 | 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 | $1,985 | Amt |
| Disbursements Charitable Prps | $1,985 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: X UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT __2015______ __7352_________ ________ ___________ ________ ___________ CORPUS /S/ ______________________________ NAME: MARY C. CURRIE TITLE: PRESIDENT | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN HONDA MTN NOTE | $25,004 | $25,023 |
| AMGEN INC. NOTE | $25,776 | $25,904 |
| AT&T INC NOTE | $25,148 | $25,219 |
| BANK OF MONTREAL | $24,898 | $24,226 |
| BANK OF NOVA SCOTIA NOTE | $24,993 | $25,021 |
| BP CAPITAL MKT PLC NOTE | $25,157 | $25,187 |
| CARDINAL HEALTH INC NOTE | $24,968 | $24,975 |
| CHEMICAL BANK CD | $25,000 | $25,000 |
| EMC CORP NOTE | ||
| FRANCE TELECOM SA NOTE | ||
| GENERAL MILLS NOTE | $25,278 | $25,122 |
| GOLDMAN SACHS NOTE | $25,000 | $25,302 |
| IBM CORP NOTE | $24,977 | $25,154 |
| JOHN DEERE CAPITAL CORP | $25,395 | $25,105 |
| JP MORGANCHASE & CO NOTE | $24,773 | $24,968 |
| NATIONAL OILWELL NOTE | $24,829 | $24,903 |
| PETROBRAS INTL FIN CO NOTE | ||
| PHILLIP MORRIS INTL INC | $25,873 | $25,335 |
| SHELL INTERNATIONAL FIN | $25,137 | $24,970 |
| TOTAL CAPITAL INTL SA | $24,966 | $25,000 |
| TOYOTA MOTOR CREDIT CORP NOTE | $25,742 | $25,337 |
| VODAFONE NOTE | $25,310 | $25,005 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $6,877 | $18,786 |
| AIR PRODUCTS | ||
| ALTRIA GROUP INC | $10,832 | $27,048 |
| AMERICAN ELEC. PWR | $13,017 | $18,888 |
| APPLIED MATERIALS | $13,185 | $38,724 |
| AT&T INC | $11,943 | $19,139 |
| AUTOMATIC DATA PROCESSING | $12,770 | $41,112 |
| BRISTOL- MYERS | $16,370 | $29,220 |
| CATERPILLAR TRACTOR CO | $7,958 | $23,185 |
| CHEMICAL FINANCIAL CORP | $44,110 | $108,340 |
| CHEVRON CORP | $18,128 | $23,540 |
| COCA COLA CO | $11,235 | $20,730 |
| DOW CHEMICAL CO | $192,744 | $390,240 |
| EXXON MOBILE CORP | $39,705 | $27,078 |
| GENUINE PARTS CO | $20,478 | $38,216 |
| HCP INC | ||
| HONEYWELL INTL INC | $19,041 | $34,755 |
| INTEL CORP | $20,929 | $36,270 |
| MCDONALDS CORP | $14,006 | $24,344 |
| MERCK & CO | $20,459 | $35,322 |
| METLIFE INC. | $14,817 | $16,167 |
| MICROCHIP TECH | $9,597 | $32,075 |
| MICROSOFT CORP | $16,482 | $37,284 |
| SPECTRA ENERGY CORP | ||
| T ROWE PRICE GROUP INC | $14,274 | $15,052 |
| WASTE MANAGEMENT INC | $19,280 | $35,455 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALL ON DOW STOCK | Desc |
| EOY Book Value | $967 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $9,178 | Amt |
| Net Investment Income | $9,178 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LICENSE FEE | $20 | $20 |
| EXCISE TAX | $1,550 |