BETH AND RAVENEL CURRY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BETH AND RAVENEL CURRY FOUNDATION (EIN 23-7411083)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349101200
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T08:12:50-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237411083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH AND RAVENEL CURRY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 2125837096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 PARK AVENUE FLOOR 17 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100221240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAVENEL B CURRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125837096 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE CAIN | PreparerPersonNm |
| PTIN | P00150750 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.130.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 15:10:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F54B97FBAF740F39AFD198E30727167CDFE5C07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9E6590FAB14F4F0FB546A30E2CD3B901C2AA618 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $428,486,211 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $85,585,144 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,718,506 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,718,506 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,718,506 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,066,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,066,267 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,066,267 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,533,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,561,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,533,556 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,512 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,512 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $33,512 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $93,936,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,351,841 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,818,285 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,797 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,797 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,113 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13,021 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,021 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,864 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,906 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $140,921 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $209,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,112,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,112,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,321,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,112,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $88,615,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,189,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,818,285 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $262,210,874 | CashBOYAmt |
| Cash EOY | $343,167,549 | CashEOYAmt |
| Cash EOYFMV | $343,167,549 | CashEOYFMVAmt |
| Corporate Stock BOY | $19,080,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,275,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,922,465 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,461,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,431,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,396,197 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $307,753,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $391,874,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $428,486,211 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $307,753,017 | UnrestrictedBOYAmt |
| Unrestricted EOY | $391,874,613 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $307,753,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $391,874,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $307,753,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $391,874,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $307,753,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $88,615,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $396,368,385 | SubtotalAmt |
| Other Decreases | $4,493,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $391,874,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SHORT-TERM GAINS/LOSSES | P | $27,570 | -$27,570 | -$27,570 | |
| LONG-TERM GAINS/LOSSES | P | $2,561,126 | $2,561,126 | $2,561,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,533,556 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$27,570 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,907,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $271,623,963 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043839 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,582,632 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $193,632,203 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054653 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $671,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $160,396,347 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.004185 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,854,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $138,163,173 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071328 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,108,640 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $114,608,313 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035849 | DistributionYr5Rt |
| Total Distribution | 0.209854 | TotalDistributionRt |
| Average Distribution | 0.041971 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $379,824,595 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,941,618 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81,891 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,023,509 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,112,515 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $163,783 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $163,783 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $163,783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $180,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $205,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,417 | OverpaymentAmt |
| Applied To ES Tax | $41,417 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | FOUNDATION CENTER (FDNCENTER.ORG) | WebsiteAddressTxt |
| Individual With Books | ELIZABETH MARTIN | IndividualWithBooksNm |
| Phone | 2125837096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 PARK AVENUE FLOOR 17 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100221240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RAVENEL B CURRY | ||||||||
| 499 PARK AVENUE FLOOR 17 | NEW YORK | NY | 100221240 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROLINE RIVERS CURRY | ||||||||
| 499 PARK AVENUE FLOOR 17 | NEW YORK | NY | 100221240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,661,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $296,177,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $87,769,609 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $385,608,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $385,608,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,784,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $379,824,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,991,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,991,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $163,783 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,315 | IncomeTaxAmt |
| Total Tax | $170,098 | TotalTaxAmt |
| Distributable Before Adj | $18,821,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,821,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,821,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,112,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,112,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,112,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,821,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,240,060 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,112,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,240,060 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,872,455 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,948,677 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAVENEL B CURRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $16,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | ||||||||
| PO BOX 97 | PLYMOUTH NOTCH | VT | 05056 | N/A | PUBLIC CHARITY | UNRESTRICTED | $200,000 | |
| COMMITTEE TO REDUCE INFECTIOUS DEATHS | ||||||||
| 5 PARTRIDGE HOLLOW ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| COMPETATIVE ENTERPRISE INSTITUTE | ||||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| FAMILY PROMISE | ||||||||
| 71 SUMMIT AVENUE | SUMMIT | NJ | 07901 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000,000 | |
| LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $93,456 | |
| NEW CRITERION | ||||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,750 | |
| NEW YORK HALL OF SCIENCE | ||||||||
| 47-01 111TH ST | CORONA | NY | 11368 | N/A | PUBLIC CHARITY | UNRESTRICTED | $97,500 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | UNRESTRICTED | $521,620 | |
| NORTHSIDE DEVELOPMENT GROUP | ||||||||
| PO BOX 3362 | SPARTANBURG | SC | 29304 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| QUEENS UNIVERSITY OF CHARLOTTE | ||||||||
| 1900 SELWYN AVENUE | CHARLOTTE | NC | 28274 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | UNRESTRICTED | $251,000 | |
| ROUNDABOUT THEATRE COMPANY | ||||||||
| 231 WEST 39TH ST SUITE 1200 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | UNRESTRICTED | $24,189 | |
| SALVATION ARMY | ||||||||
| 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 1875 I STREET NW SUITE 500 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| DAVIDSON COLLEGE | ||||||||
| BOX 7170 | DAVIDSON | NC | 28035 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| CAROLINA WILDLIFE CENTER | ||||||||
| 5551 BUSH RIVER ROAD | COLUMBIA | SC | 29212 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| CHESTERFIELD BAPTIST CHURCH | ||||||||
| 207 EAST MAIN STREET | CHESTERFIELD | SC | 29709 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| JOE MARTIN ALS FOUNDATION | ||||||||
| 100 N TRYON ST STE 3420 | CHARLOTTE | NC | 28202 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL ANNUAL FUND | ||||||||
| 211 EMMET STREET SOUTH PO BOX | CHARLOTTESVILLE | VA | 22904 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | 400331 |
| ATLAS NETWORK | ||||||||
| 4075 WILSON BOULEVARD SUITE 310 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | UNRESTRICTED | $300,000 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,112,515 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,718,506 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,066,267 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,533,556 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,351,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,351,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RAVENEL B CURRY | ||||||
| 1 | 435 E 52 STREET | NEW YORK | NY | 10022 | $15,000,000 | Yes (X) |
| ESTATE OF ELIZABETH R CURRY | ||||||
| 2 | 435 E 52 STREET | NEW YORK | NY | 10022 | $70,585,144 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,450 | Amt |
| Net Investment Income | $2,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC ENERGY FUND | $1,909,919 | $2,338,304 |
| RBC SMALL CAP FUND | $17,272,538 | $30,045,269 |
| 733 SHS. WELLS FARGO CORP. | $33,777 | $33,777 |
| 38 SHS. ALLEGHANY | $23,686 | $23,686 |
| CITI BROKERAGE | $1,035,911 | $1,481,429 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL FUND | AT COST | $7,360,929 | $10,708,070 |
| EAGLE GROWTH LP | AT COST | $15,092,478 | $34,710,301 |
| CLOUD RIDGE GREATER CHINA FEEDER FUND | AT COST | $1,509,674 | $1,509,674 |
| EXPLORADOR PANAM HORIZON FUND, LP | AT COST | $977,386 | $977,386 |
| CASDIN VENTURE OPPORTUNITIES FUND, L.P | AT COST | $873,876 | $873,876 |
| CASDIN PARTNERS OFFSHORE, LTD | AT COST | $2,616,890 | $2,616,890 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,797 | LegalFeesAmt |
| Net Investment Income | $1,797 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSSES | $3,233,772 |
| CHECKS IN TRANSIT | $1,260,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $14,674 | $14,674 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $62,340 | $62,340 | $0 | $0 |
| INVESTMENT EXPENSE | $63,907 | $63,907 | $0 | $0 |
| NON-DEDUCTIBLE PORTION OF CONTRIBUTIONS | $10,985 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM K-1 | $33,330 | $33,330 | $33,330 |
| CLASS ACTION PROCEEDS | $229 | $229 | $229 |
| OTHER INVESTMENT INCOME | -$47 | -$47 | -$47 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $3,403 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $25,661 | $0 | $0 | $0 |
| FOREIGN TAXES | $4,864 | $4,864 | $0 | $0 |
Comments