DONALD G CURRIE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DONALD G CURRIE FOUNDATION (EIN 26-3232430)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349100445
- Schema version
- 2010v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T12:42:50-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINLANDER FITZHUGH | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CENTER AVE | AddressLine1 |
| City | BAY CITY | City |
| State | MI | State |
| ZIP Code | 48708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263232430 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD G CURRIE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONA | NameControl |
| Phone | 9362383542 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 OAK VALLEY STREET | AddressLine1 |
| City | LUFKIN | City |
| State | TX | State |
| ZIP Code | 75904 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD G CURRIE | Name |
| Title | PRESIDENT | Title |
| Phone | 9362383542 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLYN M ENGELHARDT CPA | Name |
| Phone | 9898935577 | Phone |
| Date Prepared | 2011-05-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 981150 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 24441 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24441 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 143 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 119205 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 143 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 24584 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24584 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3350 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3350 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 160 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 160 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4359 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 4359 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 95 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 95 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7964 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 95 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7869 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 39458 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 39458 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47422 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 95 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 47327 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22838 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24489 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 327173 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 195595 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 195595 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 700326 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 758022 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 734583 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 51044 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 50972 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1027499 | TotalAssetsBOY |
| Total Assets EOY | 1004661 | TotalAssetsEOY |
| Total Assets EOYFMV | 981150 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1027499 | RetainedEarningsBOY |
| Retained Earnings EOY | 1004661 | RetainedEarningsEOY |
| Total Net Assets BOY | 1027499 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1004661 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1027499 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1004661 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1027499 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22838 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1004661 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1004661 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 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 |
|---|---|---|---|---|---|---|---|
| 100 SHS CHEMICAL BANK FINANCIAL CORP | D | 2008-07-31 | 2010-03-17 | 2266 | 2286 | -20 | -20 |
| 100 SHS CHEMICAL FINANCIAL CORP | D | 2008-07-31 | 2010-03-17 | 2267 | 2286 | -19 | -19 |
| 100 SHS CHEMICAL BANK FINANCIAL CORP | D | 2008-07-31 | 2010-03-18 | 2265 | 2286 | -21 | -21 |
| 100 SHS CHEMICAL BANK FINANCIAL CORP | D | 2008-07-31 | 2010-03-18 | 2275 | 2286 | -11 | -11 |
| 1000 SHS CHEMICAL BANK FINANCIAL CORP | D | 2008-07-31 | 2010-03-19 | 23970 | 22861 | 1109 | 1109 |
| 300 SHS CHEMICAL BANK FINANCIAL CORP | D | 2008-07-31 | 2010-03-19 | 6934 | 6858 | 76 | 76 |
| 300 SHS CHEMICAL BANK FINANCIAL CORP | D | 2008-07-31 | 2010-03-19 | 6948 | 6858 | 90 | 90 |
| 1000 SHS CHEMICAL BANK FINANCIAL CORP | D | 2008-07-31 | 2010-09-30 | 20760 | 22861 | -2101 | -2101 |
| 1000 SHS DOW CHEMICAL COMPANY | D | 2008-07-31 | 2010-01-05 | 30179 | 30261 | -82 | -82 |
| 404.3670 FIDELITY DIVERSIFIED INTERNATIONAL FUND | P | 2009-07-28 | 2010-09-27 | 11456 | 10000 | 1456 | 1456 |
| 348.9180 FIDELITY DIVERSIFIED INTERNATIONAL FUND | P | 2010-01-12 | 2010-09-27 | 9885 | 10000 | -115 | -115 |
| CURRENT YEAR BASIS ADJUSTMENT | P | 2010-12-31 | 2010-12-31 | 219 | -219 | -219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 143 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25811 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 843758 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.030591 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1059661 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.030591 | TotalDistributionRatio |
| Average Distribution Ratio | 0.015296 | AverageDistributionRatio |
| Net Noncharitable Assets | 929068 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14211 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 245 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14456 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 47327 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 245 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 245 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 245 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 300 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 300 | TotalCreditsAndPayments |
| Overpayment | 55 | Overpayment |
| Amount Credited To Next Year | 55 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DONALD G CURRIE PRESIDENT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9362383542 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 OAK VALLEY STREET | AddressLine1 |
| City | LUFKIN | City |
| State | TX | State |
| ZIP Code | 75904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DONALD G CURRIE | ||||||||
| 105 OAK VALLEY STREET | LUFKIN | TX | 75904 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| CAROL CURRIE | ||||||||
| 105 OAK VALLEY STREET | LUFKIN | TX | 75904 | SECRETARY/TREASURER | 2.00 | 0 | 0 | 0 |
| ROMY RODRIGUEZ | ||||||||
| 1414 COTTAGE COVE COURT | SEABROOK | TX | 77586 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CAROL JO RODRIGUEZ | ||||||||
| 1414 COTTAGE COVE COURT | SEABROOK | TX | 77586 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 915303 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 27913 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 943216 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 943216 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14148 | CashDeemedCharitable |
| Net Noncharitable Assets | 929068 | NetNoncharitableAssets |
| Minimum Investment Return | 46453 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46453 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 245 | TaxBasedOnInvestmentIncome |
| Total Tax | 245 | TotalTax |
| Distributable Amount Before Adj | 46208 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46208 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 46208 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 47327 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 47327 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 245 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 47082 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46208 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 38171 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 47327 | QualifyingDistributions |
| Applied To Year1 | 38171 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9156 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 37052 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DONALD G CURRIE PRESIDENT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 OAK VALLEY STREET | AddressLine1 |
| City | LUFKIN | City |
| State | TX | State |
| ZIP Code | 75904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9362383542 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT APPLICATION FORM INCLUDING THE APPLICANT'S OFFICERS, IRS EXEMPTION LTR, ITEMIZED PROJECT BUDGET | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BURT TOWNSHIP AMBULANCE CORPS | |||||||
| PO BOX 430 | GRAND MARAIS | MI | 49839 | N/A | PUBLIC | GENERAL FUND | $23,458 |
| STATE YMCA OF MICHIGAN | |||||||
| 919 N EAST TORCH LAKE DR | CENTRAL LAKE | MI | 49622 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| J R HUFFMAN PUBLIC LIBRARY | |||||||
| 375 SABINE STREET | HEMPHILL | TX | 75948 | N/A | PUBLIC | GENERAL FUND | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 39458 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,441 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $143 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,584 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24584 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $160 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 160 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS CENTURION CD | 25000 | 25161 |
| GENERAL ELEC CAP CORP MTN BE | 26044 | 25811 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (21 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS | 15047 | 14373 |
| ALTRIA GROUP INC | 14391 | 17234 |
| AT&T INC | 14350 | 14690 |
| CHEMICAL FINANCIAL CORPORATION | 226878 | 177200 |
| DOW CHEMICAL COMPANY | 237740 | 238980 |
| EXELON CORP | 17596 | 16656 |
| EXXON MOBIL CORPORATION | 23823 | 21936 |
| FIDELITY DIVERSIFIED INTL FD #325 | 0 | 0 |
| GENUINE PARTS CO | 15120 | 17969 |
| HARBOR INTL FD #11 | 15000 | 16170 |
| HEINZ H J CO | 14802 | 14838 |
| HONEYWELL INTERNATIONAL INC | 24293 | 26580 |
| INTEL CORP COM | 15383 | 16824 |
| JP MORGAN CHASE & CO | 21907 | 25452 |
| LAZARD EMERGING MARKETS INST #638 | 10000 | 14097 |
| MCDONALDS CORP | 13445 | 15352 |
| MICROCHIP TECH | 14699 | 20526 |
| NOBLE CORPORATION BAAR | 15794 | 14308 |
| OPPENHEIMER INTL GROWTH | 20000 | 21371 |
| PENNSYLVANIA MUTUAL INV | 10000 | 11592 |
| WASTE MANAGEMENT INC | 17754 | 18435 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEE | Category |
| Amount | $3,350 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3350 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE AND EXCUTOR FEES | Category |
| Amount | $4,359 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4359 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $95 | Amount |
| Net Investment Income | 95 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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