Nonprofit · EIN 42-6468385
W LEROY AND MILDRED MCCURDY 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 | $136,750 | $117,070 | $19,680 | $1,698,929 | $96,641 | $1,602,288 |
| December 31, 2023 | 990-PF | $47,817 | $111,038 | -$63,221 | $1,670,968 | $88,360 | $1,582,608 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $56,019
- Net gain from sales of assets
- $80,731
Expenses
- Grants and similar amounts paid
- $96,641
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $88,360
- Excise tax on investment income
- $1,617
Balance sheet and other
- Total assets, start of year
- $1,670,968
- Total assets, end of year
- $1,698,929
- Total liabilities, end of year
- $96,641
- Net assets, end of year
- $1,602,288
- Fair market value of assets
- $1,973,381
- Qualifying distributions
- $88,360
- Net investment income
- $136,750
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 |
| LARRY CARRIKER 704 S PARK AVE, 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 |
| LARRY CARRIKER 704 S PARK AVE, 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
- 42-6468385
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,698,929
- Income (IRS master file)
- $286,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $136,750 | $117,070 | $1,698,929 | IRS |
| 990-PF | December 2023 | $47,817 | $111,038 | $1,670,968 | 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 42-6468385).
Questions about W LEROY AND MILDRED MCCURDY CHARITABLE TRUST
- What is the EIN of W LEROY AND MILDRED MCCURDY CHARITABLE TRUST?
- The employer identification number (EIN) of W LEROY AND MILDRED MCCURDY CHARITABLE TRUST is 42-6468385.
- Is W LEROY AND MILDRED MCCURDY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to W LEROY AND MILDRED MCCURDY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does W LEROY AND MILDRED MCCURDY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of W LEROY AND MILDRED MCCURDY 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 W LEROY AND MILDRED MCCURDY 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 W LEROY AND MILDRED MCCURDY 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 W LEROY AND MILDRED MCCURDY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $136,750, expenses of $117,070 and total assets of $1,698,929 at year end.
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