MARY C CURRIE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349101925
- Schema version
- 2010v3.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:54:13-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURRIE KENDALL PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6024 EASTMAN AVE | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 486402518 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263232113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY C CURRIE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 9896313626 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY C CURRIE | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAMON F ROLF JR | Name |
| Phone | 9898390300 | Phone |
| Date Prepared | 2011-05-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1168831 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 543 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 543 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 27146 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27146 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4098 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 110338 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4098 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 340 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 32127 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31787 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2150 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 6298 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6298 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 20 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 20 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8468 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8448 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 20 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53468 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8448 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45020 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21341 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 23339 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 203521 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 192465 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 192465 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 858098 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 766176 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 880687 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 45048 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 45679 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 100000 | InvestmentsOtherBOY |
| Investments Other EOY | 50000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 50000 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 18 | OtherAssetsEOY |
| Total Assets BOY | 1161619 | TotalAssetsBOY |
| Total Assets EOY | 1053707 | TotalAssetsEOY |
| Total Assets EOYFMV | 1168831 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 5260 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 5260 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1161619 | RetainedEarningsBOY |
| Retained Earnings EOY | 1048447 | RetainedEarningsEOY |
| Total Net Assets BOY | 1161619 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1048447 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1161619 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1053707 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1161619 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21341 | ExcessOfRevenueOverExpenses |
| Subtotal | 1140278 | Subtotal |
| Other Decreases | 91831 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1048447 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICALLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 110338 | GrossSalesPrice |
| Cost Or Other Basis | 106240 | CostOrOtherBasis |
| Gain Or Loss | 4098 | GainOrLoss |
| Gains Minus Excess Or Losses | 4098 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4098 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 24220 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 873323 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.027733 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 1034604 | NoncharitableAssetsYear2 |
| Total Distribution Ratio | 000.027733 | TotalDistributionRatio |
| Average Distribution Ratio | 000.013867 | AverageDistributionRatio |
| Net Noncharitable Assets | 1035407 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14358 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 233 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14591 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45020 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 233 | InvestmentIncomeExciseTax |
| Subtotal | 233 | Subtotal |
| Tax Based On Investment Income | 233 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Tax Paid Original Return | 600 | TaxPaidOriginalReturn |
| Overpayment | 367 | Overpayment |
| Amount Credited To Next Year | 367 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARY C CURRIE PRESIDENT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9896313626 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 778183 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 272992 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1051175 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1051175 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15768 | CashDeemedCharitable |
| Net Noncharitable Assets | 1035407 | NetNoncharitableAssets |
| Minimum Investment Return | 51770 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 51770 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 233 | TaxBasedOnInvestmentIncome |
| Total Tax | 233 | TotalTax |
| Distributable Amount Before Adj | 51537 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 51537 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 51537 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45020 | ExpensesAndContributions |
| Qualifying Distributions | 45020 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 233 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 44787 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 51537 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 39457 | UndistributedIncomePriorYear |
| Qualifying Distributions | 45020 | QualifyingDistributions |
| Applied To Year1 | 39457 | AppliedToYear1 |
| Applied To Current Year | 5563 | AppliedToCurrentYear |
| Undistributed Income CY | 45974 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARY C CURRIE PRESIDENT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9896313626 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT APPLICATION FORM TO INCLUDE PROJECT BUDGET AND ORGANIZATION INFORMATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1310 ASHMAN STREET | MIDLAND | MI | 48640 | NONE | PUBLIC | ORGAN AND ACOUSTICAL PROJECT | $5,000 |
| CITY OF MIDLAND HOUSING DEPT | |||||||
| 333 W ELLSWORTH STREET | MIDLAND | MI | 48640 | NONE | PUBLIC | SENIOR HOUSING | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 3100 PROFESSIONAL DRIVE | ANN ARBOR | MI | 48106 | NONE | PUBLIC | MIDLAND COALITION FOR CHOICE | $5,000 |
| COMMUNITY CHRISTMAS CLOSET | |||||||
| 2410 RODD STREET | MIDLAND | MI | 48640 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| HUMANE SOCIETY OF MIDLAND COUNTY | |||||||
| PO BOX 1034 | MIDLAND | MI | 486411034 | NONE | PUBLIC | 2011 GENERAL OPERATIONS | $5,000 |
| UNITED WAY - VOLUNTARY ACTION CENTE | |||||||
| 220 W MAIN STREET | MIDLAND | MI | 48640 | NONE | PUBLIC | SHARING TREE PROGRAM | $5,000 |
| FAMILY AND CHILDREN'S SERVICES | |||||||
| 1714 EASTMAN AVENUE | MIDLAND | MI | 48640 | NONE | PUBLIC | CAMP IKNOWME | $5,000 |
| FAMILY AND CHILDREN'S SERVICES | |||||||
| 1714 EASTMAN AVENUE | MIDLAND | MI | 48640 | NONE | PUBLIC | COUNSELING SERVICES | $5,000 |
| COUNCIL ON DOMESTIC VIOLENCE | |||||||
| 3115 ISABELLA STREET | MIDLAND | MI | 48640 | NONE | PUBLIC | SANE PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $543 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,146 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,098 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND OF EXCISE TAX | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $340 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,127 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32127 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRIE KENDALL PLC | Category |
| Amount | $2,150 | Amount |
| Net Investment Income | 2150 | NetInvestmentIncome |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SHELL INTERNTNL FIN BV NOTE 1.88% 03/25/2013 | NameOfBond |
| EOY Book Value | 45048 | EOYBookValue |
| EOYFMV | 45679 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 5000 shares of CHEMICAL FINANCIAL CORP | 112692 | 110750 |
| 13000 shares of DOW CHEMICAL CO | 379754 | 443820 |
| 500 shares of EXXON MOBIL CORP | 39705 | 36560 |
| 500 shares of HONEYWELL INTL INC | 24293 | 26580 |
| 400 shares of GENUINE PARTS CO | 20478 | 20536 |
| 600 shares of A T T INC | 15924 | 17628 |
| 300 shares of ABBOTT LABS | 13218 | 14373 |
| 400 shares of AUTOMATIC DATA PROCESSING | 14584 | 18512 |
| 500 shares of CATERPILLAR TRACTOR CO | 15915 | 46830 |
| 300 shares of COCA COLA CO | 13482 | 19731 |
| 300 shares of EXELON CORP | 14574 | 12492 |
| 700 shares of MICROCHIP TECH | 15883 | 23947 |
| 300 shares of MCDONALDS CORP | 21009 | 23028 |
| 700 shares of KRAFT FOODS INC | 21076 | 22057 |
| 250 shares of CHEVRON CORPORATION | 22660 | 22813 |
| 1000 shares of INTEL CORP | 20929 | 21030 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CD - MATURITY GREATER THAN 1 YEAR | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 50000 | BookValue |
| EOYFMV | 50000 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST | Description |
| EOY Book Value | 18 | EOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUST STOCK CARRYING VALUE FROM DATE OF DONATION FMV TO KNOWN TAX BASIS | Description |
| Amount | $91,831 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUND OF EXCISE TAX ON INV INC | Description |
| Revenue And Expenses Per Books | 340 | RevenueAndExpensesPerBooks |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CALL OPTIONS OPEN AT 12/31/2010 | Description |
| EOY Book Value | 5260 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHEMICAL BANK TRUSTEE FEES | Category |
| Amount | $6,298 | Amount |
| Net Investment Income | 6298 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE OF MI ANNUAL FEE | Category |
| Amount | $20 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 20 | DisbursementsCharitablePrps |