DONALD G CURRIE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DONALD G CURRIE FOUNDATION (EIN 26-3232430)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-01
IRS object ID
201801219349100920
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-01T11:22:50-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223860521PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Todd Hamaker & Johnson LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 South First StreetAddressLine1Txt
CityLufkinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELVIN R TODD CPAPreparerPersonNm
PTINP00417841PTIN
Phone9366328181PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,273,966FMVAssetsEOYAmt
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$440InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$440InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$440InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$33,047DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,047DividendsNetInvstIncmAmt
Dividends Adj Net Incm$33,047DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$20,059NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,197GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,059CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$203NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$53,546TotalRevAndExpnssAmt
Total Net Invst Incm$53,546TotalNetInvstIncmAmt
Total Adj Net Incm$33,690TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$211LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$211LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$795AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$795AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$147TaxesRevAndExpnssAmt
Taxes Net Invst Incm$147TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,153TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,153TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,153TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,393ExcessRevenueOverExpensesAmt
Net Investment Income$52,393NetInvestmentIncomeAmt
Adjusted Net Income$33,690AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,472SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,649SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,649SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$476,080CorporateStockBOYAmt
Corporate Stock EOY$463,344CorporateStockEOYAmt
Corporate Stock EOYFMV$912,782CorporateStockEOYFMVAmt
Other Investments BOY$352,375OtherInvestmentsBOYAmt
Other Investments EOY$357,768OtherInvestmentsEOYAmt
Other Investments EOYFMV$348,535OtherInvestmentsEOYFMVAmt
Total Assets BOY$832,927TotalAssetsBOYAmt
Total Assets EOY$833,761TotalAssetsEOYAmt
Total Assets EOYFMV$1,273,966TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$832,927RetainedEarningBOYAmt
Retained Earning EOY$833,761RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$832,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$833,761TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$832,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$833,761TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$832,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,393ExcessRevenueOverExpensesAmt
Subtotal$835,320SubtotalAmt
Other Decreases$1,559OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$833,761TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
375 dowdupontP2001-01-012017-09-26$26,142$12,736$13,406$13,406
5605 UNIT AAM CORP DIALP2017-01-012017-02-25$5,605$5,402$203$203
CAPITAL GAIN DISTRIBUTIONSP2010-01-012017-01-01$6,450$6,450$6,450
FieldValueIRS element (for citing)
Capital Gain Net Income$20,059CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$203NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,738AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,041,337NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05257DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,129AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,023,231NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03531DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,195AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,053,874NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03719DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$967,235NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$76,564AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$885,613NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08645DistributionYr5Rt
Total Distribution0.211518TotalDistributionRt
Average Distribution0.042304AverageDistributionRt
Net Vl Noncharitable Assets$1,169,394NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$49,470AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$524NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$49,994AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$524InvestmentIncomeExciseTaxAmt
Subtotal$524SubtotalAmt
Tax Based On Investment Income$524TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$531EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$531TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DONALD G CURRIE PRESIDENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DONALD G CURRIE
1258 FUJI WAYRICHLANDWA99352President3.00$0
CAROL CURRIE
1258 FUJI WAYRICHLANDWA99352SEC/TREAS2.00$0
CAROL JO RODRIGUEZ
1251 FUJI WAYRICHLANDWA99352Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,178,642AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,560AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,187,202TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,187,202AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,808CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,169,394NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,470MinimumInvestmentReturnAmt
Tax Based On Investment Income$524TaxBasedOnInvestmentIncomeAmt
Total Tax$524TotalTaxAmt
Distributable Before Adj$57,946DistributableBeforeAdjAmt
Distributable Before Ded$57,946DistributableBeforeDedAmt
Distributable As Adjusted$57,946DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$524PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,476AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,946DistributableAsAdjustedAmt
Undistributed Income PY$44,221UndistributedIncomePYAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Applied To Year1$44,221AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,779AppliedToCurrentYearAmt
Undistributed Income CY$52,167UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONALD G CURRIE PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11258 FUJI WAYAddressLine1Txt
CityRICHLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP99352ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9362383542RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATION FORM INCLUDING THE APPLICANT'S OFFICERS, IRS EXEMPTION LETTER, AND ITEMIZED PROJECT BUDGETFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO GRANTS TO INDIVIDUALSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonELKS LODGE 2710RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1303 ROTONDO BLVD EAddressLine1Txt
CityROTONDO WESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33947ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipEXEMPT ORGANIZATIONRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeHURRICANE RELIEF EFFORTSGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$440ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,047ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,059RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,487ExclusionAmt
Related Or Exempt Function Incm$20,059RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,546TotalIncomeProducingActyAmt

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$795Amt
Net Investment Income$795NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$211LegalFeesAmt
Net Investment Income$211NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX BASIS DIFFERENCESDesc
Amt$1,559Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$147Amt
Net Investment Income$147NetInvestmentIncomeAmt

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