JACK AND PHYLLIS CURTIS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND PHYLLIS CURTIS FOUNDATION (EIN 75-2897872)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-28
- IRS object ID
- 201712099349100216
- 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
- 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 | 2017-07-28T17:17:45-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-06-15 | 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 | 2017-06-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.119.18.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-15 | IPDt |
| IP Tm | 11:54:59 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B4631DD8FE4167C704A044D6369E9EF70041F5A9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4631DD8FE4167C704A044D6369E9EF70041F5A9 | 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 | $1,100,298 | 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 | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,575 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,352 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,793 | 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 |
| Trav Conf Meeting Rev And Expnss | $1,445 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,800 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $997,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,035,498 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,035,498 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,049,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,100,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,100,298 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $236 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $278 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,767 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,048 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,003 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,326 | 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 | $1,042,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,094,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,042,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,094,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,049,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,100,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,042,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,095,250 | SubtotalAmt |
| Other Decreases | $278 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,094,972 | 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 |
|---|---|---|---|---|---|---|---|
| DEUTSCHE CONTINGENT CAPITAL | P | 2016-02-05 | 2016-06-10 | $26,081 | $23,739 | $2,342 | $2,342 |
| SAFA NB OF NY | P | 2015-05-05 | 2016-04-12 | $50,000 | $49,969 | $31 | $31 |
| WELLS FARGO NA SD | P | 2015-11-17 | 2016-03-21 | $50,000 | $49,500 | $500 | $500 |
| BNC NB | P | 2015-02-18 | 2016-03-09 | $11,000 | $10,950 | $50 | $50 |
| BMW BANK OF N AMERICA | P | 2011-12-06 | 2016-12-01 | $15,000 | $15,000 | $0 | $0 |
| HARRIS NA | P | 2014-08-14 | 2016-06-21 | $50,000 | $49,500 | $500 | $500 |
| CIT BANK | P | 2014-12-05 | 2016-10-10 | $25,000 | $25,000 | $0 | $0 |
| GOLDMAN SACHS BK | P | 2011-12-08 | 2016-12-14 | $25,000 | $25,000 | $0 | $0 |
| GOLDMAN SACHS BK | P | 2014-12-16 | 2016-05-27 | $35,000 | $34,932 | $68 | $68 |
| LAKESIDE BANK CHICAGO | P | 2014-09-11 | 2016-02-22 | $10,000 | $9,954 | $46 | $46 |
| MORRIS BK | P | 2014-12-01 | 2016-05-26 | $17,000 | $16,747 | $253 | $253 |
| WELLS FARGO NA SD | P | 2014-07-22 | 2016-05-17 | $25,000 | $24,438 | $562 | $562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,352 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $981,727 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $930,535 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048064 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,757 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $905,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046107 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,813 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $854,962 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,799 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $793,808 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046358 | DistributionYr5Rt |
| Total Distribution | 0.233712 | TotalDistributionRt |
| Average Distribution | 0.046742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,026,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $278 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,000 | 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 | $278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $278 | AppliedToEsTaxAmt |
| Total Payments And Credits | $278 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | $1,019,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,078,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,078,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,026,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $278 | TotalTaxAmt |
| Distributable Before Adj | $51,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,063 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $278 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,722 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,262 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,262 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $738 | 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 | $50,325 | 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 | |||||||
| 815 SECOND AVE | NEW YORK | NY | 10017 | 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 | $8,000 |
| ST MATTHEWS EPISCOPAL CHURCH | |||||||
| 727 W BROWNING | PAMPA | TX | 79065 | NONE | CHURCH | GENERAL USE | $12,000 |
| 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 | |||||||
| 5 UNION SQUARE W 7TH FLOOR | NEW YORK | NY | 10003 | NONE | 501(c) 3 | GENERAL USE | $1,000 |
| WINDOW ON A WIDER WORLD | |||||||
| P O BOX 9258 | AMARILLO | TX | 791050870 | NONE | 501(c) 3 | GENERAL USE | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,000 | 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 | $16,866 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,352 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,793 | 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 | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | The required distributions for 2017 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 | $82,797 | $82,797 |
| RAYMOND JAMES-CD'S | FMV | $952,701 | $952,701 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2016 Federal Income Tax | Desc |
| Amt | $278 | 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 | $6,767 | BOYBookValueAmt |
| EOY Book Value | $5,048 | 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 |