MARY C CURRIE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201531349349103288
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T11:33:57-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIN FINANCIAL GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44325 W 12 MILE RD | AddressLine1Txt |
| City | NOVI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 CURRIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F LANNING | PreparerPersonNm |
| Phone | 2483476246 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,497,767 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $6,568 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,568 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,754 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,053 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,160 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,736 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $796 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $781,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $728,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,143,570 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $262,412 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $337,258 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $335,729 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $38 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,089,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,083,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,497,767 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,157 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $25,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,064,497 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,083,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,064,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,083,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,089,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,083,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,064,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,361 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,082,858 | SubtotalAmt |
| Other Decreases | -$1,017 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,083,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBOTT LABS 300 SHRS | 2009-12-10 | 2014-05-28 | $11,910 | $6,341 | $5,569 | $5,569 |
| COCA COLA 100 SHRS | 2009-12-10 | 2014-05-28 | $4,055 | $2,247 | $1,808 | $1,808 |
| MICROCHIP 200 SHRS | 2009-12-10 | 2014-05-28 | $9,382 | $3,996 | $5,386 | $5,386 |
| V F CORP 400 SHRS | 2011-04-25 | 2014-05-28 | $24,965 | $10,504 | $14,461 | $14,461 |
| WALMART STORE INC 5000 SHRS | 2011-04-18 | 2014-04-15 | $50,000 | $49,865 | $135 | $135 |
| DOW CHEMICAL CO 1000 SHRS | 1998-02-13 | 2014-07-18 | $51,209 | $30,261 | $20,948 | $20,948 |
| CDK GLOBAL HDLG .333 SHRS | 2009-04-06 | 2014-10-16 | $8 | $5 | $3 | $3 |
| CALL ON DOW 1000 SHRS | 2014-08-19 | 2014-12-22 | $1,390 | $1,390 | $1,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,754 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,409 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,557 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,207,174 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.041052 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,034 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $996,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.047194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,285 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,137,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.039800 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,787 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,035,407 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.043255 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $873,323 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.027733 | DistributionYr5Rt |
| Total Distribution | 000.199034 | TotalDistributionRt |
| Average Distribution | 000.039807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,221,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,606 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $811 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,000 | 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 | $811 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $811 | SubtotalAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $444 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $444 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $444 | OriginalReturnTaxPaidAmt |
| Tax Due | $367 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2009 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2010 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2011 | UndistributedIncomePY3Yr |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY C CURRIE | ||||||
| 1401 NORTH PARKWAY | MIDLAND | MI | 48640 | PRES | 003.00 | $0 |
| SHELLY CAUFIELD | ||||||
| 1876 W BEAVER ROAD | AUBURN | MI | 48611 | SEC | 001.00 | $0 |
| SHELLY CAUFIELD | ||||||
| 1876 W BEAVER ROAD | AUBURN | MI | 48611 | TREAS | 001.00 | $0 |
| ALAN OTT | ||||||
| 4805 MOORLAND DRIVE | MIDLAND | MI | 48640 | DIR | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,218,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,239,632 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,239,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,221,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $811 | TotalTaxAmt |
| Distributable Before Adj | $60,241 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,241 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $811 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,189 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,281 | UndistributedIncomePYAmt |
| Prior Year1 | 2010 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $151,449 | TotalForPriorYearsAmt |
| Qualifying Distributions | $62,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,281 | AppliedToYear1Amt |
| Applied To Current Year | $2,719 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $151,449 | PriorYearUndistributedIncmAmt |
| Taxable1 | $151,449 | Taxable1Amt |
| Undistributed Income CY | $57,522 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
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 NORTH 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 |
|---|---|---|---|---|---|---|---|
| MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1310 ASHMAN | MIDLAND | MI | 48640 | NONE | PC | PASTOR DISCRETIONARY FD | $5,000 |
| CITY OF MIDLAND | |||||||
| 333 W ELLSWORTH | MIDLAND | MI | 48640 | NONE | GOV | CLUBHOUSE CURRIE GOLF COURSE | $10,000 |
| PLANNED PARENTHOOD OF MID AND SOUTH MICHIGAN | |||||||
| 3100 PROFESSIONAL DR PO BOX 3673 | ANN ARBOR | MI | 48106 | NONE | PC | COALITION FOR CHOICE FD | $5,000 |
| WEST MIDLAND FAMILY CENTER | |||||||
| P O BOX 1985 | MIDLAND | MI | 48641 | NONE | PC | UNRESTRICTED | $2,500 |
| THE LEGACY CENTER | |||||||
| 3200 JAMES SAVAGE RD SUITE 5 | MIDLAND | MI | 48642 | NONE | PC | UNRESTRICTED | $1,500 |
| MIDMICHIGAN COMMUNITY ACTION-CLARE | |||||||
| 1574 E WASHINGTON PO BOX 768 | FARWELL | MI | 48622 | NONE | PC | UNRESTRICTED | $5,000 |
| GREATER MIDLAND COMMUNITY CENTER | |||||||
| 2205 JEFFERSON AVE | MIDLAND | MI | 48640 | NONE | PC | NORTH MIDLAND FAMILY CTR | $2,500 |
| GREATER MIDLAND COUMMUNITY CENTER | |||||||
| 2205 JEFFERSON AVE | MIDLAND | MI | 48640 | NONE | PC | RAILWAY FAMILY CENTER | $2,500 |
| GREATER MIDLAND COMMUNITY CENTER | |||||||
| 2205 JEFFERSON AVE | MIDLAND | MI | 48640 | NONE | PC | MIDLAND COMM CTR | $2,500 |
| COUNCIL ON DOMESTIC VIOLENCE | |||||||
| P O BOX 2660 | MIDLAND | MI | 48641 | NONE | PC | GIRLS ON THE RUN PROGRAM | $5,000 |
| COUNCIL ON DOMESTIC VIOLENCE | |||||||
| P O BOX 2660 | MIDLAND | MI | 48641 | NONE | PC | SHELTERHOUSE | $1,500 |
| MIDLAND OPEN DOOR | |||||||
| P O BOX 1614 | MIDLAND | MI | 48641 | NONE | PC | UNRESTRICTED | $2,000 |
| MIDLAND EXPLORERS BOOSTER INC | |||||||
| P O BOX 1311 | MIDLAND | MI | 48641 | NONE | PC | MEN AND LADIES SOFTBALL | $5,000 |
| CITY OF AUBURN | |||||||
| 113 E ELM STREET | AUBURN | MI | 48611 | NONE | GOV | CITY PARK IMPROVEMENT | $5,000 |
| MIDLAND SEARCH AND RESCUE | |||||||
| 1383 W NEW PINE TRAIL | SANFORD | MI | 48657 | NONE | PC | UNRESTRICTED | $1,000 |
| STEP UP COACH INC | |||||||
| 3909 WOODSIDE DRIVE | MIDLAND | MI | 48640 | NONE | PC | UNRESTRICTED | $3,000 |
| STATE OF MI DEPARTMENT OF HUMAN SERVICE | |||||||
| 1509 WASHINGTON SUITE A | MIDLAND | MI | 48640 | NONE | GOV | BACKPACK PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,568 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,731 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,053 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MAIN FINANCIAL GROUP | $1,000 | $1,000 |
| CHEMICAL BANK | $160 | $160 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| ABBOTT LABS 300 SHRS | 2009-12 | 2014-05 | $11,910 | $6,341 | $5,569 |
| COCA COLA 100 SHRS | 2009-12 | 2014-05 | $4,055 | $2,247 | $1,808 |
| MICROCHIP 200 SHRS | 2009-12 | 2014-05 | $9,382 | $3,996 | $5,386 |
| V F CORP 400 SHRS | 2011-04 | 2014-05 | $24,965 | $10,504 | $14,461 |
| WALMART STORE INC 5000 SHRS | 2011-04 | 2014-04 | $50,000 | $49,865 | $135 |
| DOW CHEMICAL CO 1000 SHRS | 1998-02 | 2014-07 | $51,209 | $30,261 | $20,948 |
| CDK GLOBAL HDLG .333 SHRS | 2009-04 | 2014-10 | $8 | $5 | $3 |
| CALL ON DOW 1000 SHRS | 2014-08 | 2014-12 | $1,390 | $1,390 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC NOTE 2.15 2015-01-09 | $34,964 | $35,005 |
| HEWLETT PACKARD CO NOTE 2.60 2017-09-15 | $24,378 | $25,469 |
| PETROBRAS INTL FIN CO NOTE 3.88 2016-01-27 | $25,972 | $24,533 |
| ENTERGY CORP NEW NOTE 3.63 2015-09-15 | $25,888 | $25,356 |
| FRANCE TELECOM SA NOTE 2.75 2016-09-14 | $25,730 | $25,548 |
| VODAFONE NOTE 1.63 2017-03-20 | $25,310 | $24,988 |
| A T T INC 2.38 2018-11-27 | $25,148 | $25,194 |
| BP CAPITAL MKT PLC 2.24 2018-09-26 | $25,157 | $25,071 |
| IBM CORP 1.95 2019-02-12 | $24,977 | $25,092 |
| JP MORGANCHASE CO 1.63 2018-05-15 | $24,773 | $24,725 |
| BANK OF NOVA SCOTIA 2.05 2019-06-05 | $24,993 | $24,910 |
| CARDINAL HEALTH INC 1.70 2018-03-15 | $24,968 | $24,838 |
| CHEMICAL BANK CD 0.75 2016-05-21 | $25,000 | $25,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000 shares of CHEMICAL FINANCIAL CORP | $112,692 | $153,200 |
| 8000 shares of DOW CHEMICAL CO | $228,451 | $364,880 |
| 300 shares of EXXON MOBIL CORP | $39,705 | $27,735 |
| 300 shares of HONEYWELL INTL INC | $19,041 | $29,976 |
| 400 shares of GENUINE PARTS CO | $20,478 | $42,628 |
| 450 shares of A T T INC | $11,943 | $15,116 |
| 400 shares of AUTOMATIC DATA PROCESSING | $12,770 | $33,348 |
| 250 shares of CATERPILLAR TRACTOR CO | $7,958 | $22,882 |
| 500 shares of COCA COLA CO | $11,235 | $21,110 |
| 500 shares of MICROCHIP TECH | $9,990 | $22,555 |
| 300 shares of MCDONALDS CORP | $21,009 | $28,110 |
| 233 shares of KRAFT FOODS INC | $7,385 | $14,600 |
| 200 shares of CHEVRON CORPORATION | $18,128 | $22,436 |
| 1000 shares of INTEL CORP | $20,929 | $36,290 |
| 1200 shares of APPLIED MATERIALS INC | $13,185 | $29,904 |
| 600 shares of MERCK CO | $20,459 | $34,074 |
| 600 shares of ALTRIA GROUP INC | $16,248 | $29,562 |
| 600 shares of SPECTRA ENERGY CORP. | $14,910 | $21,780 |
| 500 shares of WASTE MANAGEMENT INC. | $19,280 | $25,660 |
| 200 shares of AIR PRODUCTS | $16,614 | $28,846 |
| 300 shares of AMERICAN ELEC. PWR | $13,017 | $18,216 |
| 700 shares of BRISTOL-MYERS | $22,918 | $41,321 |
| 600 shares of HCP INC | $24,636 | $26,418 |
| 600 shares of MICROSOFT CORP | $16,482 | $27,870 |
| 133 shares of CDK GLOBAL HOLDING | $1,809 | $5,421 |
| 300 shares of ABBVIE INC | $6,877 | $19,632 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $38 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST STOCK CARRING VALUE FROM DATE OF DONATION | Desc |
| Amt | -$1,017 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHEMICAL BANK TRUSTEE FEES | CategoryTxt |
| Amt | $8,736 | Amt |
| Net Investment Income | $8,736 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATE 2014 | $333 | |
| Income tax | $443 | |
| STATE OF MICHIGAN ANNUAL FEE | $20 | $20 |