James & Marie Mccurdy Family Charitable Trust
- Assets
- $2.3m
- Revenue
- $265.7k
- Investments
- $2.3m
- Employees
- 0
- Location
- Johnston, IA
- Founding
- 06/1992
- Data as of
- 12/2021
- EIN
- 42-6468384
Organization Overview
James & Marie Mccurdy Family Charitable Trust is located in Johnston, IA. The organization was established in 1992. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James & Marie Mccurdy Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, James & Marie Mccurdy Family Charitable Trust generated $265.7k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 5.5% each year. All expenses for the organization totaled $189.1k during the year ending 12/2021. While expenses have increased by 6.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, James & Marie Mccurdy Family Charitable Trust has awarded 173 individual grants totaling $791,377. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE PART XV FOR CONTRIBUTIONS PAID CONTRIBUTIONS MADE ONLY TO NON PROFIT EDUCATIONAL AND CHARITABLE ORGANIZATIONS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Janice Espy Trustee | 0 | $0 | |
Todd Carriker Trustee | 0 | $0 | |
Larry Mccurdy Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $152,405 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $113,283 |
| Capital Gain Net Income | $113,283 |
| Net ST Capital Gain | $13,083 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $265,688 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,661 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $37,182 |
| Contributions, gifts, grants paid | $151,940 |
| Total expenses and disbursements | $189,122 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,191 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $2,901 |
| Total assets | $2,348,363 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $151,940 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $151,940 |
Grants Awarded
Over the last fiscal year, James & Marie Mccurdy Family Charitable Trust has awarded $281,224 in support to 58 organizations.
| Grant Recipient | Amount |
|---|---|
Charlotte, NC PURPOSE: CHRISTIAN MINISTRIES | $17,500 |
Boone, NC PURPOSE: HUMANITARIAN WORK | $17,500 |
Charlotte, NC PURPOSE: CHRISTIAN MINISTRIES | $15,500 |
Boone, NC PURPOSE: HUMANITARIAN WORK | $15,500 |
THE WELL PURPOSE: MINISTRIES | $10,000 |
Phoenix, AZ PURPOSE: FEEDING PROGRAMS | $9,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Childrens Fund Inc Neenah, WI | $1,153,019 | $79,562,043 |
Pritzker Family Foundation Chicago, IL | $156,116,781 | $25,309,600 |
Ghr Foundation Minneapolis, MN | $0 | $118,752,892 |
James S Mcdonnell Foundation St Louis, MO | $496,119,714 | $80,243,658 |
Patterson Family Foundation Kansas City, MO | $1,526,002,008 | $1,174,628,172 |
Paul M Angell Family Foundation Chicago, IL | $1,816,327 | $24,997,411 |
Alfred And Isabel Bader 2014 Charitable Trust Milwaukee, WI | $88,717,556 | $62,553,918 |
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Goodman Family Operating Foundation Chaska, MN | $298,216,479 | $15,439,155 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |
Paula And Rodger Riney Foundation St Louis, MO | $118,536,395 | $1,770,419 |
Wca Foundation C/O The Minneapolis Foundation Minneapolis, MN | $0 | $1,050,329 |