BETH AND RAVENEL CURRY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BETH AND RAVENEL CURRY FOUNDATION (EIN 23-7411083)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-15
- IRS object ID
- 201512889349100726
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2015-10-15T15:20:59-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237411083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAVENEL AND ELIZABETH CURRY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAVE | BusinessNameControlTxt |
| Phone | 2125837096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 EAST 52ND STREET NO 4C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH CURRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125837096 | PhoneNum |
| Signature | 2015-10-14 | 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 | 2015-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $116,624,915 | 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 | $21,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48,888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,888 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48,888 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $598,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $598,828 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $598,828 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,385,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,461,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,385,641 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,397 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $23,069,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,033,357 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $647,716 | 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 |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,169 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $56,432 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,149 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,291 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $319,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,108,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,108,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,427,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,108,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,642,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,933,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $647,716 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,172,841 | CashBOYAmt |
| Cash EOY | $64,032,618 | CashEOYAmt |
| Cash EOYFMV | $64,032,618 | CashEOYFMVAmt |
| Corporate Stock BOY | $15,297,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,997,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,181,031 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,156,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,213,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,411,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $78,627,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,243,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,624,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $78,627,156 | UnrestrictedBOYAmt |
| Unrestricted EOY | $96,243,445 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,627,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,243,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,627,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,243,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,627,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,642,092 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $97,269,248 | SubtotalAmt |
| Other Decreases | $1,025,803 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,243,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| SHORT TERM GAINS/LOSSES | P | -$75,625 | -$75,625 | |
| LONG TERM GAINS/LOSSES | P | $1,461,266 | $1,461,266 | $1,461,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,385,641 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$75,625 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,649,374 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $88,901,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,051,507 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,656,470 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,877,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $59,316,355 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048509 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,442,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,212,442 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029317 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,014,480 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,492,486 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048550 | DistributionYr5Rt |
| Total Distribution | 0.207709 | TotalDistributionRt |
| Average Distribution | 0.041542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $114,608,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,761,059 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,780,397 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,108,640 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,161 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,161 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,485 | OverpaymentAmt |
| Applied To ES Tax | $13,485 | 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 CURRY | IndividualWithBooksNm |
| Phone | 2125837096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 EAST 52ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAVENEL B CURRY | ||||||||
| 435 E 52ND STREET | NEW YORK | NY | 10022 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ELIZABETH R CURRY | ||||||||
| 435 E 52ND STREET | NEW YORK | NY | 10022 | SEC. & TREAS. | 3.00 | $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 | $364,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,280,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,708,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,353,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,353,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,745,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,608,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,730,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,730,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,676 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,310 | IncomeTaxAmt |
| Total Tax | $43,986 | TotalTaxAmt |
| Distributable Before Adj | $5,686,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,686,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,686,430 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,108,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,108,640 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,108,640 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,686,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,987,775 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,108,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,987,775 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,120,865 | 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 | $3,565,565 | 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 |
| Contributing Manager | ELIZABETH R CURRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 440 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | UNRESTRICTED | $70,000 |
| GENERATION RAWANDA | |||||||
| 147 PRINCE STREET SUITE 13 | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| QUEENS COLLEGE UNIVERSITY OF CHARLOTTE | |||||||
| 1800 SELWYN AVENUE | CHARLOTTE | NC | 28207 | N/A | PUBLIC CHARITY | UNRESTRICTED | $55,000 |
| PLANNED PARENTHOOD | |||||||
| 25 BLEECKER STREET | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | UNRESTRICTED | $80,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 440 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| SIGNATURE THEATER | |||||||
| 480 W 42ND STREET | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE LITTLE ORCHESTRA | |||||||
| 330 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| YOUNG PEOPLE'S CHORUS | |||||||
| 1995 BROADWAY SUITE 305 | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE BOX 164 | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ROUNDABOUT THEATER | |||||||
| 231 W 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| COMMON GOOD | |||||||
| 1 METROTECH ROADWAY 1703 | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $75,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 440 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| CHESTERFIELD BAPTIST CHURCH | |||||||
| 207 E MAIN STREET | CHESTERFIELD | SC | 29709 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | UNRESTRICTED | $125,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 440 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,012,500 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $225,000 |
| LINCOLN CENTER | |||||||
| 10 LINCOLN CETER PLAZA | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK AND 79TH WEST | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | UNRESTRICTED | $140 |
| THE LITTLE ORCHESTRA | |||||||
| 330 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| SMITHSONIAN | |||||||
| 10TH AVE | WASHINGTON | DC | 20560 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| JOE MARTIN ALS FOUNDATION | |||||||
| 100 N TRYON STREET 3420 | CHARLOTTE | NC | 28202 | N/A | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| EXPEDITIONARY LEARNING SCHOOLS | |||||||
| 247 WEST 35TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| FIFTH AVENUE PRESBYTERIAN CHURCH | |||||||
| 7 W 55TH STEET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE BOX 164 | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| THE DISCOVERY ORCHESTRA | |||||||
| PO BOX 4064 | WARREN | NJ | 07059 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE BOX 164 | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1150 SEVENTEENTH STREET | WASHINGTON | DC | 20036 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $10,000 |
| INTERNATIONAL RESCUE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $50,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 440 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $15,000 |
| LINCOLN CENTER FOR PA | |||||||
| 10 LINCOLN CETER PLAZA | NEW YORK | NY | 10023 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| QUEENS COLLEGE UNIVERSITY OF CHARLOTTE | |||||||
| 1800 SELWYN AVENUE | CHARLOTTE | NC | 28207 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $25,000 |
| NY HALL OF SCIENCE | |||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND | NY | 11101 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $10,000 |
| COMMON SENSE MEDIA | |||||||
| 1230 AVE OF THE AMERICAS 3RD FLOOR | NEW YORK | NY | 10020 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $500,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 SEVENTEENTH STREET | WASHINGTON | DC | 20036 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $12,000 |
| PS 10 PTA | |||||||
| 511 SEVENTH AVENUE | BROOKLYN | NY | 11215 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $7,500 |
| THE LITTLE ORCHESTRA | |||||||
| 330 WEST 42ND STREET | NEW YORK | NY | 10036 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $5,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE BOX 164 | NEW YORK | NY | 10021 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $1,000,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $50,000 |
| THE ALEXANDER HAMILTON SOCIETY | |||||||
| 1730 M STREET NW SUITE 90 | WASHINGTON | DC | 20036 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $25,000 |
| FIFTH AVENUE PRESBYTERIAN CHURCH | |||||||
| 7 W 55TH STEET | NEW YORK | NY | 10019 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $15,000 |
| NY WOMEN IN FILM | |||||||
| 6 EAST 39TH STREET SUITE 1200 | NEW YORK | NY | 10016 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $25,000 |
| QUEENS UNIVERSITY | |||||||
| 1800 SELWYN AVENUE | CHARLOTTE | NC | 28207 | N/A | ALL PUBLIC CHARITIES | UNRESTRICTED | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,108,640 | 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 | $48,888 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $598,828 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,385,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,069,754 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,069,754 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RAVENEL AND ELIZABETH CURRY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 E 52 STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $937 | 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 | $1,448,380 | $2,017,652 |
| RBC SMALL CAP FUND | $13,124,949 | $22,736,095 |
| 733 SHS. WELLS FARGO CORP. | $196,139 | $39,934 |
| 38 SHS. ALLEGHANY | $0 | $17,349 |
| 390 SHS. FCNB | $228,345 | $370,001 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL FUND | AT COST | $6,158,914 | $8,683,226 |
| EAGLE GROWTH LP | AT COST | $5,660,019 | $12,783,004 |
| BROADWAY GATE ON SHORE FUND | AT COST | $4,357,684 | $4,902,862 |
| CLOUD RIDGE GREATER CHINA FEEDER FUND | AT COST | $1,036,397 | $1,042,174 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD BV ADJUSTMENT | Description |
| Amount | $1,025,803 | Amount |
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 |
|---|---|---|---|---|
| ADVERTISING | $140 | $0 | $0 | $0 |
| OTHER EXPENSES | $80,279 | $0 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $3,635 | $3,635 | $0 | $0 |
| INVESTMENT EXPENSE | $60,656 | $60,656 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $36,397 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $3,925 | $0 | $0 | $0 |
| BANK FEES | $26 | $26 | $0 | $0 |
| CUSTODIAL FEES | $25,143 | $25,143 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $75,887 | $0 | $0 | $0 |
| FOREIGN TAXES | $9,149 | $9,149 | $0 | $0 |
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