DONALD G CURRIE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DONALD G CURRIE FOUNDATION (EIN 26-3232430)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-15
IRS object ID
202501059349100400
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-15T00:04:47-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208507224PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRI-CITIES TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18511 W CLEARWATER STE CAddressLine1Txt
CityKENNEWICKCityNm
State AbbreviationWAStateAbbreviationCd
ZIP993369592ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263232430EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DONALD G CURRIE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone9362383542PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11258 FUJI WAYAddressLine1Txt
CityRICHLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99352ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD G CURRIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9362383542PhoneNum
Signature2025-04-09SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARREN J SZENDREPreparerPersonNm
PTINP00507452PTIN
Phone5095822000PhoneNum
Preparation2025-04-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$560,979FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$29,704DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,704DividendsNetInvstIncmAmt
Dividends Adj Net Incm$29,704DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$46,893NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$415,611GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$226OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$226OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$76,824TotalRevAndExpnssAmt
Total Net Invst Incm$29,723TotalNetInvstIncmAmt
Total Adj Net Incm$29,931TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$236LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$236LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$950AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,186TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,186TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,186TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,186TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,638ExcessRevenueOverExpensesAmt
Net Investment Income$28,537NetInvestmentIncomeAmt
Adjusted Net Income$29,931AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,745CashBOYAmt
Cash EOY$6,769CashEOYAmt
Cash EOYFMV$6,769CashEOYFMVAmt
Corporate Stock BOY$832,884CorporateStockBOYAmt
Corporate Stock EOY$801,233CorporateStockEOYAmt
Corporate Stock EOYFMV$544,725CorporateStockEOYFMVAmt
Other Investments BOY$8,419OtherInvestmentsBOYAmt
Other Investments EOY$9,485OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,485OtherInvestmentsEOYFMVAmt
Total Assets BOY$861,048TotalAssetsBOYAmt
Total Assets EOY$817,487TotalAssetsEOYAmt
Total Assets EOYFMV$560,979TotalAssetsEOYFMVAmt
Deferred Revenue BOY$82,199DeferredRevenueBOYAmt
Total Liabilities BOY$82,199TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$778,849NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$817,487NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$778,849TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$817,487TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$861,048TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$817,487TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$778,849TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,638ExcessRevenueOverExpensesAmt
Subtotal$817,487SubtotalAmt
Tot Net Ast Or Fund Balances EOY$817,487TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$18CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$397InvestmentIncomeExciseTaxAmt
Subtotal$397SubtotalAmt
Tax Based On Investment Income$397TaxBasedOnInvestmentIncomeAmt
Tax Due$397TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL CURRIEIndividualWithBooksNm
Phone9362383542PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11258 FUJI WAYAddressLine1Txt
CityRICHLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99352ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROMY R POINTDEXTER
11185 HWY 1277SAN AUGUSTINETX75972DIRECTOR000.00$0$0$0
DONALD G CURRIE
1258 FUJI WAYRICHLANDWA99352PRESIDENT000.00$0$0$0
CAROL CURRIE
1258 FUJI WAYRICHLANDWA99352SEC/TREAS000.00$0$0$0
CAROL JO RODRIGUEZ
1258 FUJI WAYRICHLANDWA99352DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$546,377AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,257AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,485FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$569,119TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$569,119AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,537CashDeemedCharitableAmt
Net Vl Noncharitable Assets$560,582NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,029MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,029MinimumInvestmentReturnAmt
Tax Based On Investment Income$397TaxBasedOnInvestmentIncomeAmt
Total Tax$397TotalTaxAmt
Distributable Before Adj$27,632DistributableBeforeAdjAmt
Distributable Before Ded$27,632DistributableBeforeDedAmt
Distributable As Adjusted$27,632DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,000ExpensesAndContributionsAmt
Qualifying Distributions$37,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,632DistributableAsAdjustedAmt
Undistributed Income PY$29,645UndistributedIncomePYAmt
Qualifying Distributions$37,000QualifyingDistributionsAmt
Applied To Year1$29,645AppliedToYear1Amt
Applied To Current Year$7,355AppliedToCurrentYearAmt
Undistributed Income CY$20,277UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11258 FUJI WAYAddressLine1Txt
CityRICHLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99352ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9362383542RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BRO JOE FDN
9347 W 7TH PLKENNEWICKWA99336FOCUS ON YOUNG MALES$12,000
MO'S PLACE
1442 JADWIN AVERICHLANDWA99354SUPPORT FOSTER FAMILIES$2,500
SAFE HARBOR CRISIS
1111 GRANT PLKENNEWICKWA99336EMERGENCY RESPITE CENTER$20,000
WEST RICHLAND COMMUNITY CARE
7920 W VAN GIESENWEST RICHLANDWA99353PROVIDE FUNDS FOR LOCAL POLICE$500
LEONA LIBBY MIDDLE SCHOOL PTO
3259 BELMONT BLVDWEST RICHLANDWA99353SUPPORT SCHOOL PROGRAMS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,704ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt
Related Or Exempt Function Incm$46,875RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Related Or Exempt Function Incm$226RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$29,723ExclusionAmt
Related Or Exempt Function Incm$47,101RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,824TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$950Amt
Net Investment Income$950NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MORGAN STANLEY2024-08PURCHASE2024-12$10,013$5,462$4,551
MORGAN STANLEY2024-08PURCHASE2024-11$298,709$294,109$4,600
MORGAN STANLEY2024-08PURCHASE2024-12$106,871$69,147$37,724

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$801,233EOYBookValueAmt
EOYFMV$544,725EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$9,485BookValueAmt
EOYFMV$9,485EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$236LegalFeesAmt
Net Investment Income$236NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$226RevenueAndExpensesPerBooksAmt
Adjusted Net Income$226AdjustedNetIncomeAmt

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