DONALD G CURRIE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DONALD G CURRIE FOUNDATION (EIN 26-3232430)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-25
- IRS object ID
- 201500849349100710
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-25T15:49:46-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Todd Hamaker & Johnson LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 South First Street | AddressLine1Txt |
| City | Lufkin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75901 | 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 | 263232430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD G CURRIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9362383542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 Rotunda Blvd East | AddressLine1Txt |
| City | Rotunda West | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33947 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD G CURRIE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELVIN R TODD CPA | PreparerPersonNm |
| PTIN | P00417841 | PTIN |
| Phone | 9366328181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,063,579 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $79 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $37,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,511 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,511 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,019 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,919 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $23,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,590 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,590 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $625 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $129 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $492 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,590 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,222 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $600,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $599,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $709,532 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $340,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $366,941 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $347,825 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $974,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $972,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,063,579 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $878 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $368 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $368 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $973,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $972,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $973,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $972,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $974,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $972,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $973,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,245 | OtherIncreasesAmt |
| Subtotal | $972,108 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $972,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1505.954 FIRST TR SH DUR HI INC C | P | 2013-07-08 | 2014-04-16 | $30,792 | $30,717 | $75 | $75 |
| 68.505 PIMCO EMERGING LOCAL | P | 2013-01-31 | 2014-01-28 | $617 | $689 | -$72 | -$72 |
| 1541.006 PIMCO EQS LONG/SHORT C | P | 2014-01-28 | 2014-09-09 | $17,799 | $18,076 | -$277 | -$277 |
| 725.149 PIMCO REAL EST REAL RET STR | P | 2013-12-27 | 2014-01-06 | $2,450 | $2,598 | -$148 | -$148 |
| 108.369 WELLS FARGO SHORT TERM | P | 2014-08-29 | 2014-09-09 | $885 | $894 | -$9 | -$9 |
| 67.758 PIMCO EMERGING LOCAL | P | 2012-05-31 | 2014-01-28 | $610 | $731 | -$121 | -$121 |
| 6015.556 PIMCO REAL EST REAL RET STR | P | 2012-08-22 | 2014-01-06 | $20,327 | $29,221 | -$8,894 | -$8,894 |
| 158.626 WELLS FARGO SHORT TERM | P | 2013-08-30 | 2014-09-09 | $1,296 | $1,310 | -$14 | -$14 |
| 500 ANNALY CAPITAL MGMT INC | P | 2011-06-29 | 2014-04-16 | $5,551 | $9,129 | -$3,578 | -$3,578 |
| 1786.429 OPPENHEIMER SR FLOATING | P | 2011-02-09 | 2014-04-16 | $15,000 | $15,042 | -$42 | -$42 |
| 133.332 PARAGON OFFSHORE PLC | P | 2009-10-09 | 2014-08-01 | $898 | $1,945 | -$1,047 | -$1,047 |
| 1867.081 PIMCO EMERGING LOCAL | P | 2011-06-30 | 2014-01-28 | $16,804 | $20,553 | -$3,749 | -$3,749 |
| 3793.986 WELLS FARGO SHORT TERM | P | 2012-05-01 | 2014-09-09 | $30,990 | $31,541 | -$551 | -$551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,427 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$431 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $967,235 | NetVlNoncharitableAssetsYr1Amt |
| Adjusted Qlfy Distri Yr2 | $76,564 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $885,613 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $933,677 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04322 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,082 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $929,068 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $843,758 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03059 | DistributionYr5Rt |
| Total Distribution | 0.21094 | TotalDistributionRt |
| Average Distribution | 0.04219 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,053,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,461 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $368 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,195 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $737 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $737 | SubtotalAmt |
| Tax Based On Investment Income | $737 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $751 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD G CURRIE PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9362383542 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 Rotunda Blvd East | AddressLine1Txt |
| City | Rotunda West | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33947 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| DONALD G CURRIE | ||||||
| 226 Rotunda Blvd East | Rotunda West | FL | 33947 | President | 3.00 | $0 |
| CAROL CURRIE | ||||||
| 226 Rotunda Blvd East | Rotunda West | FL | 33947 | SEC/TREAS | 2.00 | $0 |
| ROMY RODRIGUEZ | ||||||
| 1414 COTTAGE COVE CT | SEABROOK | TX | 77586 | Director | 1.00 | $0 |
| CAROL JO RODRIGUEZ | ||||||
| 1414 COTTAGE COVE CT | SEABROOK | TX | 77586 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,050,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,069,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,069,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,053,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $737 | TotalTaxAmt |
| Distributable Before Adj | $51,957 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,957 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,195 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,195 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,214 | UndistributedIncomePYAmt |
| Qualifying Distributions | $39,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,214 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,981 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $32,976 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD G CURRIE PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 OAK VALLEY ST | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9362383542 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION FORM INCLUDING THE APPLICANT'S OFFICERS, IRS EXEMPTION LETTER, AND ITEMIZED PROJECT BUDGET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SALVATION ARMY | |||||||
| 412 SOUTH 3RD STREET | LUFKIN | TX | 75901 | EXEMPT ORGANIZATION | PC | PROVIDE CHARITABLE SUPPORT FOR THEIR PROGRAMS. | $9,195 |
| HABITAT FOR HUMANITY | |||||||
| 602 S RAGUET ST | LUFKIN | TX | 75904 | EXEMPT ORGANIZATION | PC | PROVIDE CHARITABLE SUPPORT FOR THEIR PROGRAMS | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,195 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,511 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$18,427 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,509 | ExclusionAmt |
| Related Or Exempt Function Incm | -$18,427 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,082 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| 743B DEPRECIATION | $104 |
| INCOME TAX EXPENSE | $368 |
| MISCELLANEOUS | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $3,919 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $16,245 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX PAYABLE | Desc |
| BOY Book Value | $878 | BOYBookValueAmt |
| EOY Book Value | $368 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $625 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $129 | Amt |
| Net Investment Income | $129 | NetInvestmentIncomeAmt |
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