MARY C CURRIE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-09
- IRS object ID
- 201641619349100779
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-09T15:05:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-06-09 | 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 | 2016-06-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,524,384 | 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 | $8,313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,313 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,679 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $733 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $733 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $100,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,675 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,790 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,309 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,224 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $728,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $705,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,120,987 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $337,258 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $403,676 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $397,173 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,083,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,115,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,524,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,083,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,115,691 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,083,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,083,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,115,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,083,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,816 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,115,691 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| DOW CHEMICAL (CALLS) | P | 2015-02-10 | 2015-03-26 | $1,140 | $1,140 | $1,140 | |
| GEN ELEC. CAP | P | 2012-01-04 | 2015-01-09 | $35,000 | $36 | $36 | $34,964 |
| KRAFT FOODS | P | 2010-04-23 | 2015-04-02 | $21,171 | $13,786 | $13,786 | $7,385 |
| BRISTOL MYERS | P | 2012-05-24 | 2015-05-22 | $13,688 | $7,140 | $7,140 | $6,548 |
| CDK GLOBAL HOLDINGS LLC | P | 2009-04-06 | 2015-05-22 | $7,206 | $5,396 | $5,396 | $1,810 |
| DOW CHEM CO | P | 1998-02-13 | 2015-06-19 | $53,539 | $23,278 | $23,278 | $30,261 |
| ENTERGY CORP | P | 2012-06-21 | 2015-09-15 | $25,000 | -$888 | -$888 | $25,888 |
| HEWLETT-PACKARD CO | P | 2012-11-06 | 2015-10-16 | $25,810 | $1,056 | $1,056 | $24,754 |
| DOW CHEM CO | P | 1998-02-13 | 2015-12-10 | $10,163 | $4,716 | $4,716 | $5,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,679 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,140 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,189 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,221,038 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050112 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,557 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,207,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041052 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,034 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $996,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,285 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,137,821 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039800 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,787 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,035,407 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043255 | DistributionYr5Rt |
| Total Distribution | 0.221413 | TotalDistributionRt |
| Average Distribution | 0.044283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,489,990 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,981 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $919 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,780 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,838 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,838 | SubtotalAmt |
| Tax Based On Investment Income | $1,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $811 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,550 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,361 | TotalPaymentsAndCreditsAmt |
| Overpayment | $523 | OverpaymentAmt |
| Applied To ES Tax | $523 | 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 |
| 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 | $1,480,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,512,680 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,512,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,489,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,838 | TotalTaxAmt |
| Distributable Before Adj | $72,662 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,662 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,780 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,780 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $58,780 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,241 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $5,891 | TotalForPriorYearsAmt |
| Qualifying Distributions | $58,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,780 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $5,891 | PriorYearUndistributedIncmAmt |
| Taxable1 | $5,891 | Taxable1Amt |
| Taxable2 | $1,461 | Taxable2Amt |
| Undistributed Income CY | $72,662 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DETROIT CRIME COMMISSION | ||||||||
| 28 ADAMS SUITE 300 | DETROIT | MI | 48226 | NONE | PC | UNRESTRICTED | $3,000 | |
| UNITED WAY OF MIDLAND COUNTY | ||||||||
| 220 W MAIN ST | MIDLAND | MI | 48640 | NONE | PC | SHARING TREE PROGRAM | $10,000 | SUITE 100 |
| 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 | |
| CITY OF MIDLAND | ||||||||
| 333 W ELLSWORTH ST | MIDLAND | MI | 48640 | NONE | GOV | RENOVATE DRIVING RANGE | $20,000 | |
| GREATER MIDLAND COMMUNITY CENTERS | ||||||||
| 2205 JEFFERSON AVE | MIDLAND | MI | 48640 | NONE | PC | UNRESTRICTED - NORTH MIDLAND FAM CEN | $5,000 | |
| GREATER MIDLAND COMMUNITY CENTERS | ||||||||
| 2205 JEFFERSON AVE | MIDLAND | MI | 48640 | NONE | PC | UNRESTRICTED - COLEMAN FAMILY CENTER | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,313 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,679 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME | 25 | $274 |
| NONDIVDEND DISTRIBUTIONS | 25 | $459 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,675 | 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) |
|---|---|---|
| Amt | $760 | Amt |
| Disbursements Charitable Prps | $760 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC NOTE | ||
| HEWLETT PACKARD CO NOTE | ||
| PETROBRAS INTL FIN CO NOTE | $25,972 | $24,900 |
| ENTERGY CORP NEW NOTE | ||
| FRANCE TELECOM SA NOTE | $25,730 | $25,281 |
| VODAFONE NOTE | $25,310 | $24,962 |
| AT&T INC NOTE | $25,148 | $25,170 |
| BP CAPITAL MKT PLC NOTE | $25,157 | $25,076 |
| IBM CORP NOTE | $24,977 | $25,118 |
| JP MORGANCHASE & CO NOTE | $24,773 | $24,815 |
| BANK OF NOVA SCOTIA NOTE | $24,993 | $24,814 |
| CARDINAL HEALTH INC NOTE | $24,968 | $24,932 |
| CHEMICAL BANK CD | $25,000 | $25,000 |
| NATIONAL OILWELL NOTE | $24,829 | $24,463 |
| GOLDMAN SACHS NOTE | $25,000 | $24,812 |
| GENERAL MILLS NOTE | $25,367 | $25,006 |
| EMC CORP NOTE | $25,489 | $22,205 |
| AMGEN INC. NOTE | $25,957 | $25,729 |
| AMERICAN HONDA MTN NOTE | $25,006 | $24,890 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEMICAL FINANCIAL CORP | $112,692 | $171,350 |
| DOW CHEMICAL CO | $192,744 | $351,094 |
| EXXON MOBILE CORP | $39,705 | $23,385 |
| HONEYWELL INTL INC | $19,041 | $31,071 |
| GENUINE PARTS CO | $20,478 | $34,356 |
| AT&T INC | $11,943 | $15,485 |
| AUTOMATIC DATA PROCESSING | $12,770 | $33,888 |
| CATERPILLAR TRACTOR CO | $7,958 | $16,990 |
| COCA COLA CO | $11,235 | $21,480 |
| MICROCHIP TECH | $9,990 | $23,270 |
| MCDONALDS CORP | $21,009 | $35,442 |
| KRAFT FOODS INC | ||
| CHEVRON CORP | $18,128 | $17,992 |
| INTEL CORP | $20,929 | $34,450 |
| APPLIED MATERIALS | $13,185 | $22,404 |
| MERCK & CO | $20,459 | $31,692 |
| ALTRIA GROUP INC | $16,248 | $34,926 |
| SPECTRA ENERGY CORP | $14,910 | $14,364 |
| WASTE MANAGEMENT INC | $19,280 | $26,685 |
| AIR PRODUCTS | $16,614 | $26,022 |
| AMERICAN ELEC. PWR | $13,017 | $17,481 |
| BRISTOL- MYERS | $16,370 | $34,395 |
| HCP INC | $24,636 | $22,944 |
| MICROSOFT CORP | $16,482 | $33,288 |
| CDK GLOBAL HOLDING | ||
| ABBVIE INC | $6,877 | $17,772 |
| METLIFE INC. | $14,817 | $14,463 |
| T ROWE PRICE GROUP INC | $14,274 | $14,298 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS INCOME | $274 | $274 |
| NONDIVDEND DISTRIBUTIONS | $459 | $459 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $8,790 | Amt |
| Net Investment Income | $8,790 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LICENSE FEE | $20 | $20 |
| EXCISE TAX | $1,289 |