MARY C CURRIE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARY C CURRIE FOUNDATION (EIN 26-3232113)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201302259349100905
- Schema version
- 2012v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T07:57:33-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANNING ACCOUNTINGA DIVISION OF MAIN FINANCIAL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 EASTLAWN | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 48642 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263232113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY C CURRIE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 9896313626 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY C CURRIE | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS LANNING | Name |
| Phone | 9894868080 | Phone |
| Date Prepared | 2013-08-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1204758 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 3704 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3704 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32357 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32357 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18628 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 102126 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18628 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 54689 | TotalRevenueAndExpenses |
| Total Net Investment Income | 54689 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1000 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 7079 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7079 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 388 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 20 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 8467 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8099 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 47500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 47500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 55967 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8099 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 47500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1278 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 46590 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 63660 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17402 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17402 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 809427 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 822724 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 952185 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 94913 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 231845 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 235073 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 110000 | InvestmentsOtherBOY |
| Other Assets BOY | 11 | OtherAssetsBOY |
| Other Assets EOY | 98 | OtherAssetsEOY |
| Other Assets EOYFMV | 98 | OtherAssetsEOYFMV |
| Total Assets BOY | 1078011 | TotalAssetsBOY |
| Total Assets EOY | 1072069 | TotalAssetsEOY |
| Total Assets EOYFMV | 1204758 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1078011 | RetainedEarningsBOY |
| Retained Earnings EOY | 1072069 | RetainedEarningsEOY |
| Total Net Assets BOY | 1078011 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1072069 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1078011 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1072069 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1078011 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1278 | ExcessOfRevenueOverExpenses |
| Subtotal | 1076733 | Subtotal |
| Other Decreases | 4664 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1072069 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| DOW CHEMICAL CO 2000 SHR | D | 2008-08-27 | 2012-03-16 | 65919 | 58409 | 7510 | 7510 |
| HONEYWELL 200 SHRS | D | 2008-08-27 | 2012-12-13 | 12264 | 12264 | 12264 | |
| EXELON CORP 300 SHRS | D | 2008-08-27 | 2012-12-18 | 8925 | 14574 | -5649 | -5649 |
| V F CORP 100 SHRS | P | 2011-04-25 | 2012-12-13 | 14987 | 10504 | 4483 | 4483 |
| KRAFT CASH IN LIEU FRAC | 2012-10-01 | 2012-10-01 | 16 | 11 | 5 | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18628 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 5 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 45285 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1137821 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.039800 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44787 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1035407 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.043255 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24220 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 873323 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.027733 | DistributionRatioYear3 |
| Noncharitable Assets Year4 | 1034604 | NoncharitableAssetsYear4 |
| Total Distribution Ratio | 000.110788 | TotalDistributionRatio |
| Average Distribution Ratio | 000.027697 | AverageDistributionRatio |
| Net Noncharitable Assets | 996615 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27603 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 466 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28069 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 47500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 466 | InvestmentIncomeExciseTax |
| Subtotal | 466 | Subtotal |
| Tax Based On Investment Income | 466 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 466 | TaxPaidWithExtension |
| Total Credits And Payments | 466 | TotalCreditsAndPayments |
| Tax Paid Original Return | 466 | TaxPaidOriginalReturn |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARY C CURRIE PRESIDENT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9896313626 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARY C CURRIE | ||||||
| 1401 NORTH PARKWAY | MIDLAND | MI | 48640 | PRES | 003.00 | 0 |
| SHELLY CAUFIELD | ||||||
| 1876 W BEAVER ROAD | AUBURN | MI | 48611 | SEC | 001.00 | 0 |
| SHELLY CAUFIELD | ||||||
| 1876 W BEAVER ROAD | AUBURN | MI | 48611 | TREAS | 001.00 | 0 |
| ALAN OTT | ||||||
| 4805 MOORLAND DRIVE | MIDLAND | MI | 48640 | DIR | 001.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 952185 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 59607 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1011792 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1011792 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15177 | CashDeemedCharitable |
| Net Noncharitable Assets | 996615 | NetNoncharitableAssets |
| Minimum Investment Return | 49831 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 49831 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 466 | TaxBasedOnInvestmentIncome |
| Total Tax | 466 | TotalTax |
| Distributable Amount Before Adj | 49365 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 49365 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 49365 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 47500 | ExpensesAndContributions |
| Qualifying Distributions | 47500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 466 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 47034 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 49365 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 56110 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2010 | PriorYear3 |
| Total For Prior Years | 85431 | TotalForPriorYears |
| Qualifying Distributions | 47500 | QualifyingDistributions |
| Applied To Year1 | 47500 | AppliedToYear1 |
| Prior Year Undistributed Income | 85431 | PriorYearUndistributedIncome |
| Taxable Amount1 | 85431 | TaxableAmount1 |
| Taxable Amount2 | 8610 | TaxableAmount2 |
| Undistributed Income CY | 49365 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARY C CURRIE PRESIDENT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NORTH PARKWAY | AddressLine1 |
| City | MIDLAND | City |
| State | MI | State |
| ZIP Code | 48640 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9896313626 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT APPLICATION FORM TO INCLUDE PROJECT BUDGET AND ORGANIZATION INFORMATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD MID&SOUTH MICH | |||||||
| 3100 PROFESSIONAL DR | ANN ARBOR | MI | 48106 | NONE | PUBLIC | COALITION FOR CHOICE FUND | $5,000 |
| CATHEDRAL MENTAL HEALTH | |||||||
| 705 HOYT AVE | SAGINAW | MI | 48607 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1310 ASHMAN STREET | MIDLAND | MI | 48640 | NONE | PUBLIC | DISCCRETIONARY FUND | $5,000 |
| MIDLAND COUNTY VETERANS IMP FUND | |||||||
| P O BOX 2628 | MIDLAND | MI | 486412628 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CITY OF MIDLAND | |||||||
| 333 W ELLSWORTH | MIDLAND | MI | 48640 | NONE | PUBLIC | CITY FOREST TRAIL | $5,000 |
| MIDLAND AREA COMMUNITY FOUNDATION | |||||||
| 76 ASHMAN CIRCLE | MIDLAND | MI | 48640 | NONE | PUBLIC | NORTHEAST LITTLE LEAGUE | $5,000 |
| 2-1-1 NE MI | |||||||
| 2007 AUSTIN STREET STE U | MIDLAND | MI | 48642 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| EAGLE VILLAGE | |||||||
| 4507 170 AVE | HERSEY | MI | 49639 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| EMERGENCY FOOD PANTRY NETWORK | |||||||
| PO BOX 2521 | MIDLAND | MI | 486412521 | NONE | PUBLIC | BACKPACK BUDDIES | $2,000 |
| MIDLAND KIDS FIRST | |||||||
| 3200 JAMES SAVAGE RD STE 5 | MIDLAND | MI | 48642 | NONE | PUBLIC | MENTORING AT JCC | $2,000 |
| MIDLAND AREA COMMUNITY FOUNDATION | |||||||
| 76 ASHMAN CIRCLE | MIDLAND | MI | 48640 | NONE | PUBLIC | BAND UNIFORMS | $2,000 |
| THE ARC | |||||||
| 220 W MAIN STREET STE 102 | MIDLAND | MI | 48640 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| NORTH MIDLAND FAMILY CENTER | |||||||
| 2601 E SHEARER RD | MIDLAND | MI | 48642 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| RAILWAY FAMILY CENTER | |||||||
| 4839N COLEMAN SCHOOLS DR | COLEMAN | MI | 48618 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| BIG BROTHERSBIG SISTERS | |||||||
| 2200 N SAGINAW RD | MIDLAND | MI | 48640 | NONE | PUBLIC | STARTS WITH ONE CAMPAIGN | $1,000 |
| MIDLAND AREA COMMUNITY FOUNDATION | |||||||
| 76 ASHMAN CIRCLE | MIDLAND | MI | 48640 | NONE | PUBLIC | CENTER CITY AUTHORITY | $1,000 |
| CAMP CENTAUR | |||||||
| 1660 S BADOUR RD | MIDLAND | MI | 48640 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| TONI AND TRISH HOUSE | |||||||
| PO BOX 125 | AUBURN | MI | 48611 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 47500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,704 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,357 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $18,628 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,689 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 54689 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MAIN FINANCIAL GROUP | $875 | 875 |
| CHEMICAL BANK | $125 | 125 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (5 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| DOW CHEMICAL CO 2000 SHR | 2008-08 | D | 2012-03 | 65919 | 58409 | 7510 |
| HONEYWELL 200 SHRS | 2008-08 | D | 2012-12 | 12264 | 12264 | |
| EXELON CORP 300 SHRS | 2008-08 | D | 2012-12 | 8925 | 14574 | -5649 |
| V F CORP 100 SHRS | 2011-04 | P | 2012-12 | 14987 | 10504 | 4483 |
| KRAFT CASH IN LIEU FRAC | 2012-10 | 2012-10 | 16 | 11 | 5 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (7 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SHELL INTERNTNL FIN BV NOTE 1.88 2013-03-25 | 45048 | 45161 |
| WAL-MART STORES INC 1.63 2014-04-15 | 49865 | 50828 |
| GENERAL ELECTRIC NOTE 2.15 2015-01-09 | 34964 | 35950 |
| HEWLETT PACKARD CO NOTE 2.60 2017-09-15 | 24378 | 24354 |
| PETROBRAS INTL FIN CO NOTE 3.88 2016-01-27 | 25972 | 26375 |
| ENTERGY CORP NEW NOTE 3.63 2015-09-15 | 25888 | 26162 |
| FRANCE TELECOM SA NOTE 2.75 2016-09-14 | 25730 | 26243 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (27 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 5000 shares of CHEMICAL FINANCIAL CORP | 112692 | 118800 |
| 9000 shares of DOW CHEMICAL CO | 258712 | 309735 |
| 300 shares of EXXON MOBIL CORP | 39705 | 25965 |
| 300 shares of HONEYWELL INTL INC | 19041 | 27550 |
| 400 shares of GENUINE PARTS CO | 20478 | 25432 |
| 600 shares of A T T INC | 15924 | 20226 |
| 300 shares of ABBOTT LABS | 13218 | 19650 |
| 400 shares of AUTOMATIC DATA PROCESSING | 14584 | 22772 |
| 250 shares of CATERPILLAR TRACTOR CO | 7958 | 22402 |
| 600 shares of COCA COLA CO | 13482 | 21750 |
| 700 shares of MICROCHIP TECH | 14715 | 22813 |
| 300 shares of MCDONALDS CORP | 21009 | 26463 |
| 233 shares of KRAFT FOODS INC | 7385 | 10595 |
| 250 shares of CHEVRON CORPORATION | 22660 | 27035 |
| 1000 shares of INTEL CORP | 20929 | 20620 |
| 2400 shares of APPLIED MATERIALS INC | 31484 | 14084 |
| 600 shares of MERCK CO | 20459 | 24564 |
| 100 shares of V.F. CORP. | 10504 | 26207 |
| 600 shares of ALTRIA GROUP INC | 16248 | 18864 |
| 600 shares of SPECTRA ENERGY CORP. | 14910 | 16428 |
| 500 shares of WASTE MANAGEMENT INC. | 19280 | 16870 |
| 200 shares of AIR PRODUCTS | 16614 | 16804 |
| 300 shares of AMERICAN ELEC. PWR | 13017 | 12804 |
| 700 shares of BRISTOL-MYERS | 22918 | 22813 |
| 600 shares of HCP INC | 24636 | 27096 |
| 600 shares of MICROSOFT CORP | 16482 | 16026 |
| 700 shares of MONDELEZ INC | 13680 | 17817 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST | Description |
| BOY Book Value | 11 | BOYBookValue |
| EOY Book Value | 98 | EOYBookValue |
| EOYFMV | 98 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUST STOCK CARRING VALUE FROM DATE OF DONATION | Description |
| Amount | $4,664 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHEMICAL BANK TRUSTEE FEES | Category |
| Amount | $7,079 | Amount |
| Net Investment Income | 7079 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Income tax | $368 | |
| STATE OF MICHIGAN ANNUAL FEE | $20 | 20 |