James & Marie Mccurdy Family Charitable Trust
- Assets
- $2.2m
- Revenue
- $149.3k
- Investments
- $2.2m
- Employees
- 0
- Location
- Johnston, IA
- Founding
- 06/1992
- Data as of
- 12/2023
- 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 12/2023, James & Marie Mccurdy Family Charitable Trust generated $149.3k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $161.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, James & Marie Mccurdy Family Charitable Trust has awarded 280 individual grants totaling $1,341,478. 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
2023
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 | $62,782 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $86,526 |
| Capital Gain Net Income | $86,526 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $149,308 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,913 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $27,813 |
| Contributions, gifts, grants paid | $133,683 |
| Total expenses and disbursements | $161,496 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $28,770 |
| 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 | $2,184,365 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,213,135 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $133,683 |
| 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 | $133,683 |
Grants Awarded
Over the last fiscal year, James & Marie Mccurdy Family Charitable Trust has awarded $265,922 in support to 52 organizations.
| Grant Recipient | Amount |
|---|---|
BIDWELL RIVERSIDE CENTER PURPOSE: MINISTRIES | $2,500 |
CHILD EVANGELISM FELLOWSHIP PURPOSE: CHILDREN MINISTRIES | $2,500 |
BILLY GRAHAM EVANGELISTIC ASSOCIATION PURPOSE: CHRISTIAN MINISTRIES | $15,500 |
CHRISTIAN APPALACHIAN PROJECT PURPOSE: CARE FOR THE POOR | $2,500 |
CRISIS INTERVENTION SERVICES PURPOSE: WOMEN/CHILDREN CENTER | $3,500 |
DOCTORS WITHOUT BORDERS PURPOSE: MEDICAL PROJECTS | $5,000 |