DONALD G CURRIE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DONALD G CURRIE FOUNDATION (EIN 26-3232430)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-07
IRS object ID
201410979349100711
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-07T15:45:03-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Todd Hamaker & Johnson LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 South First StreetAddressLine1
CityLufkinCity
StateTXState
ZIP Code75901ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263232430EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DONALD G CURRIE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone9362383542PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 OAK VALLEY STAddressLine1
CityLUFKINCity
StateTXState
ZIP Code75904ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD G CURRIEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELVIN R TODD CPAPreparerPersonNm
PTINP00417841PTIN
Phone9366328181PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
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$1,832InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,832InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,832InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$36,665DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,665DividendsNetInvstIncmAmt
Dividends Adj Net Incm$36,665DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,901NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$114,522GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,901CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$759OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$45,157TotalRevAndExpnssAmt
Total Net Invst Incm$44,398TotalNetInvstIncmAmt
Total Adj Net Incm$38,497TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$775OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$775OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$86TaxesRevAndExpnssAmt
Taxes Net Invst Incm$86TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,046OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,907TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$861TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,907TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$861TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,250ExcessRevenueOverExpensesAmt
Net Investment Income$43,537NetInvestmentIncomeAmt
Adjusted Net Income$38,497AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,833SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,563SavAndTempCashInvstEOYAmt
Corporate Stock BOY$636,945CorporateStockBOYAmt
Corporate Stock EOY$600,314CorporateStockEOYAmt
Other Investments BOY$275,131OtherInvestmentsBOYAmt
Other Investments EOY$340,223OtherInvestmentsEOYAmt
Other Assets BOY$125OtherAssetsBOYAmt
Total Assets BOY$930,034TotalAssetsBOYAmt
Total Assets EOY$974,100TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$62OtherLiabilitiesBOYAmt
Other Liabilities EOY$878OtherLiabilitiesEOYAmt
Total Liabilities BOY$62TotalLiabilitiesBOYAmt
Total Liabilities EOY$878TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$929,972RetainedEarningBOYAmt
Retained Earning EOY$973,222RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$929,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$973,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$930,034TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$974,100TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$929,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,250ExcessRevenueOverExpensesAmt
Subtotal$973,222SubtotalAmt
Tot Net Ast Or Fund Balances EOY$973,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,901CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$76,564AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$40,354AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$933,677NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04322DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,082AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$929,068NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05068DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,811AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$843,758NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03059DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$1,059,661NetVlNoncharitableAssetsYr5Amt
Total Distribution0.12449TotalDistributionRt
Average Distribution0.02490AverageDistributionRt
Net Vl Noncharitable Assets$967,235NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,082AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$435NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,517AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$871InvestmentIncomeExciseTaxAmt
Subtotal$871SubtotalAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Tax Due$878TaxDueAmt

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 PRESIDENTBusinessNameLine1
FieldValueIRS element (for citing)
Phone9362383542PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1105 OAK VALLEY STAddressLine1
CityLUFKINCity
StateTXState
ZIP Code75904ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DONALD G CURRIE
105 OAK VALLEY STLUFKINTX75904President3.00$0
CAROL CURRIE
105 OAK VALLEY STLUFKINTX75904SEC/TREAS2.00$0
ROMY RODRIGUEZ
1414 COTTAGE COVE CTSEABROOKTX77586Director1.00$0
CAROL JO RODRIGUEZ
1414 COTTAGE COVE CTSEABROOKTX77586Director1.00$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$965,921AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,043AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$981,964TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$981,964AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,729CashDeemedCharitableAmt
Net Vl Noncharitable Assets$967,235NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Total Tax$871TotalTaxAmt
Distributable Before Adj$47,491DistributableBeforeAdjAmt
Distributable Before Ded$47,491DistributableBeforeDedAmt
Distributable As Adjusted$47,491DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,491DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$27,277ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,277TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$27,277ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$27,277ExcessDistributionCyovAppCYAmt
Undistributed Income CY$20,214UndistributedIncomeCYAmt

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 Line1105 OAK VALLEY STAddressLine1
CityLUFKINCity
StateTXState
ZIP Code75904ZIPCode
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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,832ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,665ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$759ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,901RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,256ExclusionAmt
Related Or Exempt Function Incm$5,901RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,157TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
743B DEPRECIATION$147
INCOME TAX EXPENSE$879
MISCELLANEOUS$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$759RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINCOME TAX PAYABLEDesc
BOY Book Value$62BOYBookValueAmt
EOY Book Value$878EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$775Amt
Net Investment Income$775NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$86Amt
Net Investment Income$86NetInvestmentIncomeAmt

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