Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
FIRST LIEUTENANT P F CURETON JR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)1525 W WT HARRIS BLVD D1114-044
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28262
A Employer identification number

46-1584075
B Telephone number (see instructions)

(855) 799-2921
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,540,255
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 296
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 26 26  
4 Dividends and interest from securities... 52,926 51,019  
5a Gross rents............ 124,157 124,157 0
b Net rental income or (loss) 91,684
6a Net gain or (loss) from sale of assets not on line 10 124,480
b Gross sales price for all assets on line 6a 893,194
7 Capital gain net income (from Part IV, line 2)... 124,480
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 50,819 28,900  
12 Total. Add lines 1 through 11........ 352,704 328,582 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 94,884 66,424   28,460
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 2,075 0 0 2,075
b Accounting fees (attach schedule)....... 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,023 803   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 35,149 32,473   2,676
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,131 99,700 0 34,211
25 Contributions, gifts, grants paid....... 284,854 284,854
26 Total expenses and disbursements. Add lines 24 and 25 420,985 99,700 0 319,065
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -68,281
b Net investment income (if negative, enter -0-) 228,882
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 271,787 190,360 190,360
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet-1,000
Less: allowance for doubtful accounts bullet0 -750 -1,000 -1,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,872,886 Click to see attachment2,037,009 1,993,879
c Investments—corporate bonds (attach schedule)....... 681,941 Click to see attachment638,801 582,016
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,134,184 Click to see attachment4,033,161 Click to see attachment5,775,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,960,048 6,898,331 8,540,255
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)   1,000
23 Total liabilities (add lines 17 through 22).........   1,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 6,960,048 6,897,331
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 6,960,048 6,897,331
31 Total liabilities and net assets/fund balances (see instructions). 6,960,048 6,898,331
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,960,048
2
Enter amount from Part I, line 27a .....................
2
-68,281
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,022
4
Add lines 1, 2, and 3 ..........................
4
6,900,789
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,458
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,898,331
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 85. AMC NETWORKS INC   2014-07-11 2015-01-12
b 100. AT & T INC   2010-11-07 2015-08-03
c 285. AT & T INC   2010-11-07 2015-09-02
d 781. AT & T INC   2010-11-07 2015-12-17
e 3121.387 ABERDEEN GLOBAL HIGH INCOME FD #5497   2014-04-21 2015-08-26
866. BARCLAYS BANK PLC IPATH BLOOMBERG CO   2014-12-30 2015-08-03
1887. BARCLAYS BANK PLC IPATH BLOOMBERG CO   2014-12-30 2015-12-14
24. BOEING CO   2010-11-07 2015-08-18
260. CATAMARAN CORP   2015-03-11 2015-04-14
65. CHICAGO BRIDGE & IRON COMPANY N.V.   2014-07-11 2015-02-04
181. COMCAST CORP CLASS A   2010-11-07 2015-06-30
3627.365 DREYFUS EMG MKT DEBT LOC C-I #6083   2014-04-30 2015-05-04
1366.12 DREYFUS EMG MKT DEBT LOC C-I #6083   2014-07-11 2015-05-04
135. EXXON MOBIL CORPORATION   2010-11-07 2015-02-04
45. EXXON MOBIL CORPORATION   2010-11-07 2015-08-03
360. EXXON MOBIL CORPORATION   2010-11-07 2015-11-18
234. EXXON MOBIL CORPORATION   2010-11-07 2015-12-17
140. FMC TECHNOLOGIES INC   2014-08-26 2015-06-30
85. FASTENAL CO   2014-11-10 2015-09-02
190. FASTENAL CO   2014-08-26 2015-09-02
90. GILEAD SCIENCES INC   2014-11-10 2015-01-12
23. GILEAD SCIENCES INC   2014-04-02 2015-04-14
5. GILEAD SCIENCES INC   2014-07-11 2015-04-14
97. GILEAD SCIENCES INC   2014-06-04 2015-11-18
5. GOOGLE INC   2014-04-02 2015-08-18
.1071 GOOGLE INC-CL C   2014-04-02 2015-05-06
30. INTUIT COM   2014-11-10 2015-01-12
127. ISHARES RUSSELL MID-CAP ETF   2014-07-11 2015-05-15
74. KEURIG GREEN MOUNTAIN INC   2015-03-10 2015-08-18
45. LAS VEGAS SANDS CORP   2014-05-02 2015-05-29
90. LAS VEGAS SANDS CORP   2014-07-11 2015-05-29
2798.85 MERGER FUND-INST #301   2014-04-30 2015-05-04
3956.186 MERGER FUND-INST #301   2014-07-16 2015-05-04
25. MONSTER BEVERAGE CORP   2014-07-11 2015-08-03
33. MONSTER BEVERAGE CORP   2014-11-10 2015-11-18
446.429 OPPENHEIMER DEVELOPING MKT-I #799   2014-03-13 2015-11-11
661.626 PIMCO FOREIGN BD FD USD H-INST #103   2014-03-13 2015-08-26
3292.568 PIMCO FOREIGN BOND (UNHEDGED) #1853   2014-07-16 2015-05-04
95. POLARIS INDS INC COM   2014-07-11 2015-11-18
5. PRECISION CASTPARTS CORP   2014-06-19 2015-01-12
45. PRECISION CASTPARTS CORP   2014-07-11 2015-09-02
105. QUALCOMM INC   2014-06-04 2015-08-03
679.91099 RIDGEWORTH SEIX HY BD-I #5855   2014-04-30 2015-08-26
2573.10101 RIDGEWORTH SEIX HY BD-I #5855   2014-03-13 2015-08-26
25. SANDISK CORP COM   2014-04-02 2015-05-29
100. SANDISK CORP COM   2014-07-11 2015-05-29
65. SCHLUMBERGER LTD   2014-07-11 2015-08-03
485. SPECTRA ENERGY CORP   2010-11-07 2015-03-10
69. TRACTOR SUPPLY CO COM   2014-05-02 2015-12-17
175. TWENTY FIRST CENTURY FOX INC   2015-01-12 2015-09-02
130. TWENTY FIRST CENTURY FOX INC   2014-06-19 2015-09-02
46. VERIZON COMMUNICATIONS   2014-02-25 2015-08-03
20. WHITEWAVE FOODS CO   2014-06-19 2015-05-29
30. WHITEWAVE FOODS CO   2014-05-02 2015-05-29
1. 12 HOWE STREET GREENVILLE SC D 2010-11-07 2015-12-11
1. 123 SOUTH MAIN STREET SIMPSONVILLE S D 2010-11-07 2015-06-19
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,320   5,200 120
b 3,456   2,921 535
c 9,285   8,325 960
d 26,702   22,813 3,889
e 27,000   31,779 -4,779
21,953   26,362 -4,409
39,985   57,443 -17,458
3,465   1,694 1,771
15,530   12,002 3,528
2,297   4,395 -2,098
10,869   3,790 7,079
43,927   50,000 -6,073
16,544   20,000 -3,456
12,377   9,426 2,951
3,508   3,142 366
28,900   25,135 3,765
18,360   16,338 2,022
5,804   8,553 -2,749
3,243   3,771 -528
7,249   8,850 -1,601
9,116   9,089 27
2,348   1,697 651
511   444 67
10,473   7,833 2,640
3,442   2,837 605
60   60  
2,598   2,693 -95
22,117   20,370 1,747
3,717   9,119 -5,402
2,287   3,680 -1,393
4,574   6,763 -2,189
44,334   45,000 -666
62,666   65,000 -2,334
3,887   1,773 2,114
4,922   3,538 1,384
14,000   15,698 -1,698
7,000   7,053 -53
32,037   35,000 -2,963
9,988   12,511 -2,523
1,125   1,326 -201
10,315   11,532 -1,217
6,750   8,386 -1,636
5,643   6,756 -1,113
21,357   25,525 -4,168
1,714   2,062 -348
6,857   10,224 -3,367
5,325   7,130 -1,805
16,853   11,914 4,939
5,979   4,857 1,122
4,694   6,197 -1,503
3,487   4,598 -1,111
2,148   2,213 -65
959   649 310
1,438   825 613
100,000   45,621 54,379
150,000   72,327 77,673
      24,056
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       120
b       535
c       960
d       3,889
e       -4,779
      -4,409
      -17,458
      1,771
      3,528
      -2,098
      7,079
      -6,073
      -3,456
      2,951
      366
      3,765
      2,022
      -2,749
      -528
      -1,601
      27
      651
      67
      2,640
      605
       
      -95
      1,747
      -5,402
      -1,393
      -2,189
      -666
      -2,334
      2,114
      1,384
      -1,698
      -53
      -2,963
      -2,523
      -201
      -1,217
      -1,636
      -1,113
      -4,168
      -348
      -3,367
      -1,805
      4,939
      1,122
      -1,503
      -1,111
      -65
      310
      613
      54,379
      77,673
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 124,480
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 49,378 5,962,331 0.008282
2013 124,887 3,575,831 0.034925
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
20.043207
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.021604
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
6,542,977
5
Multiply line 4 by line 3......................
5
141,354
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,289
7
Add lines 5 and 6........................
7
143,643
8
Enter qualifying distributions from Part XII, line 4.............
8
319,065
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,289
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,289
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,289
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,420
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,420
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,131
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,131 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletSC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (855) 799-2921

    Located atbulletONE WEST 4TH STREET D4000-062WINSTONSALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK NA TRUSTEE
    40
    88,566    
    1525 W WT HARRIS BLVD D1114-044
    CHARLOTTE,NC28262
    WELLS FARGO BANK NA TRUSTEE
    40
    6,318    
    1525 W WT HARRIS BLVD D1114-044
    CHARLOTTE,NC28262
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,382,820
    b
    Average of monthly cash balances.......................
    1b
    259,796
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,642,616
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,642,616
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    99,639
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,542,977
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    327,149
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    327,149
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,289
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,289
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    324,860
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    15,284
    5
    Add lines 3 and 4............................
    5
    340,144
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    340,144
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    319,065
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    319,065
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    2,289
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    316,776
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 340,144
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 284,854
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 0
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 319,065
    a Applied to 2014, but not more than line 2a 284,854
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 34,211
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    305,933
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SOUTH CAROLINA SOCIETY FO
    PREVENTION OF CRUELTY TO ANIMALS
    305 AIRPORT ROAD
    GREENVILLE,SC29607
    NONE PC GENERAL SUPPORT 109,866
    SALVATION ARMY OF GREENVILLE
    COUNTY
    417 RUTHERFORD STREET
    GREENVILLE,SC29609
    NONE PC GENERAL SUPPORT 109,866
    THE CITADEL
    171 MOULTRIE STREET
    CHARLESTON,SC29409
    NONE PC GENERAL SUPPORT 65,122
    Total .................................bullet 3a 284,854
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 26  
    4 Dividends and interest from securities....     14 52,926  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 91,684  
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 124,480  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPROPERTY TAX REFUN
        1 10,965  
    bREIMBURSEMENT OF 2     1 39,854  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   319,935  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13319,935
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2015 CompensationExplanation
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Person Name Explanation
    WELLS FARGO BANK NA TRUST ADMIN FEES
    WELLS FARGO BANK NA GRANT ADMIN FEES

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Name of Bond End of Year Book Value End of Year Fair Market Value
    05617K109 BABSON CAPITAL CORPO    
    04315J860 ABERDEEN GLOBAL HIGH 54,221 41,979
    261980494 DREYFUS EMG MKT DEBT    
    315920702 FID ADV EMER MKTS IN 137,670 123,966
    693390304 PIMCO LOW DURATION F 48,000 45,595
    693390882 PIMCO FOREIGN BD FD 67,082 61,600
    722005220 PIMCO FOREIGN BOND (    
    76628T645 RIDGEWORTH SEIX HY B 82,887 64,206
    77957P105 T ROWE PRICE SHORT T 248,941 244,670

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00206R102 AT & T INC    
    097023105 BOEING CO    
    20030N101 COMCAST CORP CLASS A    
    30231G102 EXXON MOBIL CORPORAT    
    44107P104 HOST HOTELS & RESORT 1,015 920
    847560109 SPECTRA ENERGY CORP    
    00164V103 AMC NETWORKS INC    
    015351109 ALEXION PHARMACEUTIC 10,272 12,399
    023135106 AMAZON COM INC COM 10,392 21,628
    037833100 APPLE INC 37,494 42,736
    04314H204 ARTISAN INTERNATIONA    
    04314H600 ARTISAN MID CAP FUND 67,500 57,422
    14149Y108 CARDINAL HEALTH INC 13,044 14,462
    148887102 CATAMARAN CORP    
    151020104 CELGENE CORP COM 11,749 17,365
    156782104 CERNER CORP COM 9,248 10,530
    167250109 CHICAGO BRIDGE & IRO    
    169656105 CHIPOTLE MEXICAN GRI 7,469 6,238
    235851102 DANAHER CORP 3,129 3,715
    256206103 DODGE & COX INT'L ST 209,000 169,121
    30249U101 FMC TECHNOLOGIES INC    
    30303M102 FACEBOOK INC 20,246 31,398
    311900104 FASTENAL CO    
    339128100 JP MORGAN MID CAP VA 37,500 35,095
    34964C106 FORTUNE BRANDS HOME 6,643 9,435
    375558103 GILEAD SCIENCES INC    
    38259P508 GOOGLE INC    
    38259P706 GOOGLE INC-CL C    
    437076102 HOME DEPOT INC 17,609 29,095
    45866F104 INTERCONTINENTAL EXC 3,687 5,125
    461202103 INTUIT COM 6,413 7,238
    464287200 ISHARES CORE S & P 5 183,984 185,612
    464287499 ISHARES RUSSELL MID- 9,623 9,611
    464287887 ISHARES S&P SMALL-CA 50,298 53,951
    487300808 KEELEY SMALL CAP VAL 55,250 43,227
    517834107 LAS VEGAS SANDS CORP    
    589509207 MERGER FUND-INST #30    
    594918104 MICROSOFT CORP 13,636 16,699
    61166W101 MONSANTO CO NEW 6,421 5,419
    611740101 MONSTER BEVERAGE COR    
    63872T885 ASG GLOBAL ALTERNATI 90,000 85,540
    683974604 OPPENHEIMER DEVELOPI 148,302 117,483
    693506107 PPG INDUSTRIES INC 12,379 11,858
    731068102 POLARIS INDS INC COM    
    740189105 PRECISION CASTPARTS    
    741503403 THE PRICELINE GROUP 17,184 17,849
    747525103 QUALCOMM INC    
    74925K581 BOSTON P LNG/SHRT RE 130,000 130,587
    78463X863 SPDR DJ WILSHIRE INT 53,006 48,744
    79466L302 SALESFORCE COM INC 10,587 15,288
    80004C101 SANDISK CORP COM    
    806857108 SCHLUMBERGER LTD    
    87817A107 TEAM HEALTH HOLDINGS 7,568 6,584
    892356106 TRACTOR SUPPLY CO CO 15,465 21,033
    90130A101 TWENTY FIRST CENTURY    
    907818108 UNION PACIFIC CORP 14,508 9,384
    922042858 VANGUARD FTSE EMERGI 89,786 69,084
    922908553 VANGUARD REIT VIPER 81,305 89,537
    92343V104 VERIZON COMMUNICATIO    
    92826C839 VISA INC-CLASS A SHR 19,399 24,661
    966244105 WHITEWAVE FOODS CO 8,111 9,922
    G50871105 JAZZ PHARMACEUTICALS 10,103 9,136
    N6596X109 NXP SEMICONDUCTORS N 8,870 10,531
    016255101 ALIGN TECHNOLOGY INC 10,003 10,536
    02079K107 ALPHABET INC CL C 33,686 41,738
    04314H402 ARTISAN INTERNATIONA 109,000 104,442
    06738C778 BARCLAYS BANK PLC IP 37,314 26,687
    101137107 BOSTON SCIENTIFIC CO 12,746 13,148
    20605P101 CONCHO RESOURCES INC 9,897 8,357
    21036P108 CONSTELLATION BRANDS 5,878 7,834
    464287465 ISHARES MSCI EAFE ET 20,030 20,258
    518439104 ESTEE LAUDER COMPANI 11,807 12,416
    580645109 MCGRAW-HILL FINANCIA 6,006 6,901
    596278101 MIDDLEBY CORP 9,121 9,169
    609207105 MONDELEZ INTERNATION 10,528 11,210
    61174X109 MONSTER BEVERAGE COR 8,472 15,939
    63872T729 ASG MANAGED FUTURES 107,000 96,014
    654106103 NIKE INC CL B 14,478 16,000
    78464A607 SPDR DOW JONES REIT 55,019 56,078
    855244109 STARBUCKS CORP COM 8,447 11,406
    858912108 STERICYCLE INC COM 14,297 14,110
    92345Y106 VERISK ANALYTICS INC 9,162 9,610
    G0177J108 ALLERGAN PLC 12,866 13,125
    G66721104 NORWEGIAN CRUISE LIN 13,257 14,123
    G97822103 PERRIGO CO PLC 9,800 9,116

    TY 2015 LegalFeesSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SVCS - LEASE PREPARATION 2,075     2,075


    TY 2015 OtherAssetsSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    7RE000AZ1 133 AUGUSTA STREET G 2,010,000 2,010,000 2,050,000
    9RE018033 659 SOUTH MAIN STREE 870,000 870,000 935,000
    9WB042498 26 - 28 AUGUSTA STRE 198,430 198,430 408,000
    9WB042506 126 & 128 AUGUSTA ST 407,368 407,368 930,000
    9WB042530 11 DECAMP ST. GREENV 195,000 195,000 280,000
    9WB042571 12 HOWE STREET GREEN 38,501 0 0
    9WB042688 27 MILLS ALLEY GREEN 114,750 114,750 252,000
    9WB042696 401 RHETT STREET GRE 237,613 237,613 920,000
    9WB042803 123 SOUTH MAIN STREE 62,522 0 0


    TY 2015 OtherDecreasesSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Description Amount
    ROUNDING 6
    RETURN OF CAPITAL 842
    MUTUAL FUNDS POSTING CURR YR EFF PRIOR Y 1,610


    TY 2015 OtherExpensesSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RENTAL EXP - INVESTMENT PROPER   32,473   0
    RENTAL EXP - CHARITABLE USE PR 2,676 0   2,676
    Rent and Royalty Expense 32,473      


    TY 2015 OtherIncomeSchedule2
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROPERTY TAX REFUND - RECOVERY 10,965 0  
    REIMBURSEMENT OF 2013 DEMO EXPENSE 28,900 28,900  
    REIMBURSEMENT OF 2013 QUALIFYING DISTRIB 4,319 0  
    REIMBURSEMENT FOR 2013 CAPITAL EXPENDITU 6,635 0  


    TY 2015 OtherIncreasesSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Description Amount
    MUTUAL FUND INCOME POSTING NEXT YR EFFECTIVE CURR YR 9,022


    TY 2015 TaxesSchedule
    Name:
    FIRST LIEUTENANT P F CURETON JR FDN
    EIN:
    46-1584075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 2,220 0   0
    FOREIGN TAXES ON QUALIFIED FOR 601 601   0
    FOREIGN TAXES ON NONQUALIFIED 202 202   0