Nonprofit · EIN 42-6468384
JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST
Tax-exempt · JOHNSTON, IA 50131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $184,179 | $176,671 | $7,508 | $2,230,014 | $143,054 | $2,086,960 |
| December 31, 2023 | 990-PF | $149,308 | $161,496 | -$12,188 | $2,213,135 | $133,683 | $2,079,452 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $72,185
- Net gain from sales of assets
- $111,994
Expenses
- Grants and similar amounts paid
- $143,054
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $133,683
- Excise tax on investment income
- $2,110
Balance sheet and other
- Total assets, start of year
- $2,213,135
- Total assets, end of year
- $2,230,014
- Total liabilities, end of year
- $143,054
- Net assets, end of year
- $2,086,960
- Fair market value of assets
- $2,922,716
- Qualifying distributions
- $133,683
- Net investment income
- $184,179
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE ESPY PO BOX 820, FAIRFIELD, IA 52556 | TRUSTEE | 0 | $0 |
| TODD CARRIKER 1803 SOUTH PARK, OSKALOOSA, IA 52577 | TRUSTEE | 0 | $0 |
| LARRY MCCURDY 6729 AUGUSTINE CT, JOHNSTON, IA 50131 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE ESPY PO BOX 820, FAIRFIELD, IA 52556 | TRUSTEE | 0 | $0 |
| TODD CARRIKER 1803 SOUTH PARK, OSKALOOSA, IA 52577 | TRUSTEE | 0 | $0 |
| LARRY MCCURDY 6729 AUGUSTINE CT, JOHNSTON, IA 50131 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6729 AUGUSTINE CT, JOHNSTON, IA 50131-4700
- In care of
- % LARRY MCCURDY
- Signed the 990-PF
- LARRY MCCURDY, TRUSTEE
- Phone
- (641) 777-1667
- Return prepared by
- WELGAARD CPAS & ADVISORS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6468384
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,230,014
- Income (IRS master file)
- $438,897
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $184,179 | $176,671 | $2,230,014 | IRS |
| 990-PF | December 2023 | $149,308 | $161,496 | $2,213,135 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6468384).
Questions about JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST
- What is the EIN of JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST is 42-6468384.
- Is JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does JAMES & MARIE MCCURDY FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $184,179, expenses of $176,671 and total assets of $2,230,014 at year end.
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