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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

43-6039016
B Telephone number (see instructions)

(864) 282-3173
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$2,587,432J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 505 505  
4 Dividends and interest from securities... 44,440 44,019  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 442,782
b Gross sales price for all assets on line 6a 1,625,374
7 Capital gain net income (from Part IV, line 2)... 442,782
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)....... Click to see attachment 941 35  
12 Total. Add lines 1 through 11........ 488,668 487,341  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000     6,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 22,346 22,346   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 541 541   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)....... Click to see attachment 2,743 22   2,721
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,630 22,909 0 8,721
25 Contributions, gifts, grants paid....... 76,500 76,500
26 Total expenses and disbursements. Add lines 24 and 25 108,130 22,909 0 85,221
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 380,538
b Net investment income (if negative, enter -0-) 464,432
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 196 30 30
2 Savings and temporary cash investments......... 33,133 73,437 73,437
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  
Less: allowance for doubtful accounts bullet0      
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)....... 1,241,832 Click to see attachment361,527 636,947
c Investments—corporate bonds (attach schedule)....... 453,040 Click to see attachment370,000 364,865
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,633 Click to see attachment1,322,092 1,512,153
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,749,834 2,127,086 2,587,432
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)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,749,834 2,127,086
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,749,834 2,127,086
30 Total liabilities and net assets/fund balances (see instructions). 1,749,834 2,127,086
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,749,834
2
Enter amount from Part I, line 27a .....................
2
380,538
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
827
4
Add lines 1, 2, and 3 ..........................
4
2,131,199
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,113
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,127,086
Form 990-PF (2021)
Form 990-PF (2021)
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 2.77 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-01-20
b 4492.94 VANGUARD DEVELOPED MKTS INDEX -127   2018-10-18 2021-02-05
c 179. ALTRIA GROUP INC   2013-06-07 2021-02-11
d 180. BP AMOCO PLC ADS L C   2013-12-02 2021-02-11
e 5985.103 PIMCO LOW DURATION FUND     2021-02-11
1579.28 VANGUARD DEVELOPED MKTS INDEX -127   2018-10-18 2021-02-11
8.2 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-02-22
3.07 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-03-22
250. ALBEMARLE CORP   2019-06-20 2021-03-24
515. DISCOVERY COMMUNICATIONS INC SER C     2021-03-24
24. VIATRIS INC   2019-09-05 2021-03-24
240. GLAXO PLC SPONSORED ADR     2021-03-25
75. OCCIDENTAL PETE CORP   2017-04-12 2021-03-25
400. PARAMOUNT GLOBAL CL B     2021-03-25
3.44 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-04-20
2.48 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-05-20
1194.742 VANGUARD DEVELOPED MKTS INDEX -127   2018-10-18 2021-05-24
2.51 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-06-20
2.52 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-07-20
243. AKAMAI TECHNOLOGIES INC COM     2021-07-23
516.796 LAZARD EMERGING MARKETS FD INSTL CL   2012-03-01 2021-07-23
20. ORGANON & CO     2021-07-23
75. TC ENERGY CORP   2019-09-05 2021-07-23
12.73 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-08-20
2594.178 LAZARD EMERGING MARKETS FD INSTL CL     2021-08-25
185. SPDR GOLD TRUST GOLD SHS     2021-08-25
420. CBRE GROUP INC   2013-12-02 2021-08-27
300. CDK GLOBAL INC   2019-06-20 2021-08-27
70. CDN IMPERIAL BK OF COMMERCE   2019-06-20 2021-08-27
10506.009 FEDERATED HERMES SHORT-TRM INC     2021-08-27
2782.188 CLEARBRIDGE MID CAP FUND-I     2021-08-27
4270.057 PRINCIP SPEC PREF & CAP-R6     2021-08-27
239. RYMAN HOSPITALITY PPTYS INC REIT     2021-08-27
190. VERISK ANALYTICS INC CL A   2014-07-02 2021-08-27
90. WELLTOWER INC REIT   2013-06-07 2021-08-27
50. HCA HOLDINGS INC   2014-07-02 2021-09-03
100. HOLOGIC INC   2018-05-03 2021-09-03
9. OCCIDENTAL PETROLEUM - WTS 8/03/27   2020-08-03 2021-09-03
50. UNITED HEALTH GROUP INC   2012-03-01 2021-09-03
432. VODAFONE GROUP PLC SPON ADR     2021-09-03
177. APTIV PLC     2021-09-03
150. BRISTOL MYERS SQUIBB COMPANY   2017-04-12 2021-09-15
72. GILEAD SCIENCES INC COM   2016-06-17 2021-09-15
20. HCA HOLDINGS INC   2014-07-02 2021-09-15
7920.427 PGIM SHRT TRM CORP BND-Q     2021-09-15
2938.88 VIRTUS KAR SMALL CAP VALUE I     2021-09-15
17.7 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-09-20
320. AT&T INC     2021-09-21
220. BCE INC COM   2015-02-05 2021-09-21
170. PPL CORPORATION   2013-06-07 2021-09-21
200. SOUTHERN COMPANY     2021-09-21
252. VERIZON COMMUNICATIONS INC     2021-09-21
250. ISHARES MSCI EMERGING MKTS INDEX FUND   2021-02-05 2021-10-04
225. REGION FINL CORP NEW   2019-06-20 2021-10-04
100. TOTAL S.A.-ADR (FOREIGN SECURITY)   2017-04-12 2021-10-04
80. VENTAS INC COMMON   2014-10-16 2021-10-04
2.25 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-10-20
450. ACTIVISION BLIZZARD INC     2021-11-03
125. DANAHER CORP COMMON   2018-05-03 2021-11-03
90. DOMINION RESOURCES INC/VA   2013-06-07 2021-11-03
80. DUKE ENERGY CORP   2013-06-07 2021-11-03
100. HCA HOLDINGS INC   2014-07-02 2021-11-03
141. CHECKPOINT SOFTWARE TECHNOLOGY COMMON   2013-02-11 2021-11-03
100. NXP SEMICONDUCTORS N V     2021-11-03
3448.071 FEDERATED HERMES INSTL HIYD BD   2016-06-17 2021-11-04
2.3 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-11-20
.3 ORION OFFICE REIT   2021-11-12 2021-11-29
250. ISHARES MSCI EMERGING MKTS INDEX FUND   2021-02-05 2021-12-01
450. ISHARES MSCI EMERGING MKTS INDEX FUND     2021-12-01
259. ISHARES S&P MIDCAP 400 INDEX FUND     2021-12-01
6. ORION OFFICE REIT   2021-11-12 2021-12-01
910.12 TOUCHSTONE MID CAP GROW-INST     2021-12-01
173. ABBVIE INC     2021-12-13
300. GILEAD SCIENCES INC COM     2021-12-13
300. HOLOGIC INC   2018-05-03 2021-12-13
5400.846 DOUBLELINE TTL RTRN BND-R6     2021-12-20
2.24 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2021-12-20
400. HUNTINGTON BANCSHARES INC COM   2019-06-20 2021-12-20
63. REALTY INCOME CORP   2016-06-17 2021-12-20
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(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 3   3  
b 70,000   58,184 11,816
c 7,768   6,424 1,344
d 3,836   8,422 -4,586
e 59,612   61,351 -1,739
25,000   20,452 4,548
8   8  
3   3  
36,837   17,283 19,554
28,248   15,450 12,798
336   382 -46
8,607   11,153 -2,546
1,965   4,868 -2,903
27,885   20,768 7,117
3   3  
2   2  
20,000   15,472 4,528
3   2 1
3   2 1
29,076   11,824 17,252
10,000   10,398 -398
596   342 254
3,641   3,894 -253
13   13  
49,263   48,698 565
30,978   21,346 9,632
39,740   10,321 29,419
12,475   14,821 -2,346
8,196   5,557 2,639
91,402   89,479 1,923
145,035   82,927 62,108
45,006   41,437 3,569
19,267   10,772 8,495
37,864   11,500 26,364
7,717   6,108 1,609
12,640   2,831 9,809
7,996   3,689 4,307
91   51 40
21,120   2,798 18,322
7,346   18,717 -11,371
26,493   10,905 15,588
9,296   7,939 1,357
5,081   5,982 -901
5,080   1,133 3,947
89,897   89,409 488
80,467   40,744 39,723
18   17 1
8,747   8,966 -219
11,154   10,489 665
4,888   4,637 251
12,855   9,058 3,797
13,730   12,198 1,532
12,479   14,059 -1,580
4,881   3,278 1,603
4,885   5,174 -289
4,478   4,633 -155
2   2  
30,139   13,924 16,215
38,805   12,395 26,410
6,784   4,967 1,817
8,188   5,374 2,814
24,963   5,663 19,300
16,407   7,219 9,188
21,570   9,991 11,579
34,274   32,687 1,587
2   2  
5   6 -1
12,431   14,059 -1,628
22,376   18,742 3,634
71,451   49,887 21,564
107   124 -17
40,637   30,000 10,637
22,033   10,598 11,435
21,190   21,021 169
22,657   11,068 11,589
56,493   59,581 -3,088
2   2  
5,734   5,296 438
4,193   3,608 585
      921
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      921
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        
b       11,816
c       1,344
d       -4,586
e       -1,739
      4,548
       
       
      19,554
      12,798
      -46
      -2,546
      -2,903
      7,117
       
       
      4,528
      1
      1
      17,252
      -398
      254
      -253
       
      565
      9,632
      29,419
      -2,346
      2,639
      1,923
      62,108
      3,569
      8,495
      26,364
      1,609
      9,809
      4,307
      40
      18,322
      -11,371
      15,588
      1,357
      -901
      3,947
      488
      39,723
      1
      -219
      665
      251
      3,797
      1,532
      -1,580
      1,603
      -289
      -155
       
      16,215
      26,410
      1,817
      2,814
      19,300
      9,188
      11,579
      1,587
       
      -1
      -1,628
      3,634
      21,564
      -17
      10,637
      11,435
      169
      11,589
      -3,088
       
      438
      585
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 442,782
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 6,456
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 6,456
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 344
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,378
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,722
8 Enter any penalty for underpayment of estimated tax. Check here 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 3,266
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,266 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletTRUIST BANK Telephone no.bullet (864) 282-3173

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet328919798
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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
     
     
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    CHARLOTTE CURRY PRESIDENT
    24     		6,000    
    6 SOUTH MARINA DR
    KEY LARGO,FL33037
    PAULINE DIERKS CURRY VICE PRESIDENT AND TREASURER
    12     		0    
    8445 SANDERLING ROAD
    SARASOTA,FL34242
    DR PAUL ROSSEY TRUSTEE
    12     		0    
    314 ARBOR COURT
    TINTON FALLS,NJ07753
    SHERRY RUFFING TRUSTEE
    12     		0    
    4935 LITTLE FALLS RD
    ARLINGTON,VA22207
    THOMAS A KNOX TRUSTEE
    12     		0    
    185 W BROOKLINE ST
    BOSTON,MA02118
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    2,414,329
    b
    Average of monthly cash balances.......................
    1b
    54,712
    c
    Fair market value of all other assets (see instructions)................
    1c
    67
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,469,108
    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
    2,469,108
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    37,037
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,432,071
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    121,604
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    121,604
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,456
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,456
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    115,148
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    115,148
    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 XII, line 1 ...
    7
    115,148
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 115,148
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 2,409
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 2,409
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 85,221
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 85,221
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 2,409 2,409
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		27,518
    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
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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).)
    NONE
    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.
    NONE
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    VIRGINIA HOSPITAL CENTER FOUNDATION
    1701 N GEORGE MASON DRIVE
    ARLINGTON,VA22205     		NONE PC GENERAL OPERATING 10,000
    CLEMSON UNIVERSITY FOUNDATION
    PO BOX 1889
    CLEMSON,SC29633     		NONE PC GENERAL OPERATING 2,000
    ISLAND DOLPHIN CARE
    150 LORELAND PLACE
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 2,000
    CURE ALZHEIMER'S FUND
    34 WASHINGTON STREET STE 200
    WELLESLEY HILLS,MA02481     		NONE PC GENERAL OPERATING 2,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    1110 VERMONT AVE
    WASHINGTON,DC20005     		NONE PC GENERAL OPERATING 5,000
    BRIMMER & MAY SCHOOL
    69 MIDDLESEX RD
    CHESTNUT HILL,MA02467     		NONE PC GENERAL OPERATING 5,000
    OCEAN REEF COMMUNITY FOUNDATION
    35 OCEAN REEF DRIVE STE 148
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 5,000
    CHILDREN'S NATIONAL HOSPITAL FOUNDATION
    111 MICHIGAN AVE
    WASHINGTON,DC20010     		NONE PC GENERAL OPERATING 4,000
    PIERRE'S BIRTHDAY FUND
    5637 MASONIC AVE
    OAKLAND,CA94618     		NONE PC GENERAL OPERATING 5,000
    ARLINGTON FREE CLINIC
    2921 11TH STREET SOUTH
    ARLINGTON,VA22204     		NONE PC GENERAL OPERATING 5,000
    SILENT SPRING INSTITUTE
    320 NEVADA STREET STE 302
    NEWTON,MA02460     		NONE PC GENERAL OPERATING 8,000
    ST MARY'S EPISCOPAL CHURCH
    2609 N GLEBE RD
    ARLINGTON,VA22207     		NONE PC GENERAL OPERATING 4,000
    FINCA FOUNDATION
    1101 14TH STREET NW
    WASHINGTON,DC20005     		NONE PC GENERAL OPERATING 2,000
    PROTESTAND FOUNDATION OF OCEAN REEF
    31 OCEAN REEF DRIVE 248
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 2,000
    RIVENDELL SCHOOL
    18121 BOYS RANCH RD
    ALTOONA,FL32702     		NONE PC GENERAL OPERATING 5,000
    ARLINGTON COMMUNITY FOUNDATION
    818 N QUINCY ST
    ARLINGTON,VA22203     		NONE PC GENERAL OPERATING 7,000
    JENNIFER BUSH-LAWSON FOUNDATION
    1069 W BROAD STREET SUITE 242
    FALLS CHURCH,VA22046     		NONE PC GENERAL OPERATING 2,500
    KEY'S CHILDRENS FOUNDATION
    24 DOCKSIDE LANE PMB 139
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 1,000
    Total .................................bullet 3a 76,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 505  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 442,782  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 906  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   488,668  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    488,668
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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) (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) (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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Name of Bond End of Year Book Value End of Year Fair Market Value
    256210105 DODGE & COX INCOME F    
    258620103 DOUBLELINE TOTAL RET    
    31420B847 FEDERATED INST HI YL    
    31420C563 FEDERATED SHORT TERM    
    74256W485 PRINCIPAL SPECTRUM P    
    74441R607 PGIM SH/TRM CORP BD-    
    693390304 PIMCO LOW DURATION F    
    592905764 METROPOLITAN WEST TO 370,000 364,865

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Name of Stock End of Year Book Value End of Year Fair Market Value
    52469H735 CLEARBRIDGE MID CAP    
    89154X526 TOUCHSTONE MID CAP G    
    92828N668 VIRTUS KAR SMALL CAP    
    52106N889 LAZARD EMERGING MKTS    
    921943809 VANGUARD DEVELOPED M    
    00206R102 AT&T INC COMMON    
    00287Y109 ABBVIE INC COMMON    
    00507V109 ACTIVISION BLIZZARD    
    00971T101 AKAMAI TECHNOLOGIES    
    012653101 ALBEMARLE CORP COMMO    
    02079K107 ALPHABET INC CL C 8,377 46,297
    02209S103 ALTRIA GROUP INC    
    110122108 BRISTOL MYERS SQUIBB 9,917 12,470
    12504L109 CBRE GROUP INC COMMO    
    12508E101 CDK GLOBAL INC COMMO    
    14040H105 CAPITAL ONE FINANCIA 12,782 26,842
    156782104 CERNER CORP 12,135 19,503
    166764100 CHEVRON CORP 3,260 5,398
    17275R102 CISCO SYSTEMS INC 10,927 30,925
    191216100 COCA COLA CO 5,127 7,105
    20030N101 COMCAST CORP-CL A 3,373 21,843
    22822V101 CROWN CASTLE INTL CO    
    235851102 DANAHER CORP COMMON    
    25470F302 DISCOVERY INC C COMM    
    25746U109 DOMINION ENERGY INC    
    26441C204 DUKE ENERGY CORP COM    
    31428X106 FEDEX CORPORATION 16,884 25,864
    375558103 GILEAD SCIENCES, INC    
    40412C101 HCA HEALTHCARE INC C    
    436440101 HOLOGIC INC COMMON    
    446150104 HUNTINGTON BANCSHARE    
    461202103 INTUIT INC 6,021 66,895
    494368103 KIMBERLY CLARK CORP 5,166 7,146
    526057104 LENNAR CORP-CL A 11,116 29,040
    58933Y105 MERCK & CO INC 6,931 15,328
    674599105 OCCIDENTAL PETROLEUM    
    693475105 PNC FINL SVCS GROUP 3,964 6,016
    69351T106 PPL CORPORATION    
    717081103 PFIZER INC 6,894 11,810
    742718109 PROCTER & GAMBLE CO 10,545 20,938
    756109104 REALTY INCOME CORP C    
    7591EP100 REGIONS FINANCIAL CO    
    78377T107 RYMAN HOSPITALITY PR    
    808513105 CHARLES SCHWAB CORP 16,034 33,640
    842587107 SOUTHERN CO COMMON    
    911312106 UNITED PARCEL SERVIC 7,239 15,004
    91324P102 UNITEDHEALTH GROUP I 2,798 25,107
    92276F100 VENTAS INC COMMON    
    92343V104 VERIZON COMMUNICATIO    
    92345Y106 VERISK ANALYTICS INC    
    92556H206 VIACOMCBS INC CL B    
    92556V106 VIATRIS INC COM    
    95040Q104 WELLTOWER INC COMMON    
    05534B760 BCE INC    
    055622104 BP P.L.C. SPONS ADR    
    136069101 CANADIAN IMPERIAL BA    
    37733W105 GLAXOSMITHKLINE PLC    
    87807B107 TC ENERGY CORP    
    89151E109 TOTAL S A SPONSORED    
    92857W308 VODAFONE GROUP PLC -    
    G6095L109 APTIV PLC APTIV PLC    
    M22465104 CHECKPOINT SOFTWARE    
    N6596X109 NXP SEMICONDUCTORS N    
    464287234 ISHARES MSCI EMERGIN    
    464287465 ISHARES MSCI EAFE IN    
    464287507 ISHARES S&P MIDCAP 4    
    464287655 ISHARES RUSSELL 2000    
    78462F103 SPDR S&P ETF TRUST    
    00724F101 ADOBE INC 6,549 5,671
    023135106 AMAZON.COM INC 33,810 33,343
    031162100 AMGEN INC 4,241 4,499
    037833100 APPLE INC 23,388 26,636
    038222105 APPLIED MATERIALS IN 1,427 1,574
    05722G100 BAKER HUGHES CO 508 481
    22052L104 CORTEVA INC 895 946
    254687106 DISNEY WALT CO NEW 7,019 6,196
    260557103 DOW INC 1,182 1,134
    26614N102 DUPONT DE NEMOURS IN 1,600 1,616
    30303M102 META PLATFORMS INC C 17,642 16,818
    437076102 HOME DEPOT INC 7,380 8,300
    46120E602 INTUITIVE SURGICAL I 3,400 3,593
    46625H100 JP MORGAN CHASE & CO 3,089 3,167
    594918104 MICROSOFT CORP 48,475 50,448
    617446448 MORGAN STANLEY 1,992 1,963
    65339F101 NEXTERA ENERGY INC 6,821 7,469
    654106103 NIKE INC-CLASS B 1,726 1,667
    723787107 PIONEER NATURAL RESO 3,823 3,638
    747525103 QUALCOMM INC 4,424 5,486
    92826C839 VISA INC CL A 8,582 8,668
    983919101 XILINX INC 5,145 6,361
    G8994E103 TRANE TECHNOLOGIES P 8,919 10,102

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    78463V107 SPDR GOLD TRUST      
    674599162 OCCIDENTAL PETROLEUM      
    36202C2W2 GOVT NATL MTGE ASSN AT COST 174 196
    09250J734 BLACKROCK EVENT DRIV AT COST 50,000 50,202
    22822V101 CROWN CASTLE INTERNA AT COST 8,664 19,204
    256210105 DODGE & COX INCOME F AT COST 79,096 81,397
    277902235 EATON VANCE ATLANTA AT COST 110,000 119,822
    27826A730 EATON VANCE FLOATING AT COST 25,000 25,011
    464287234 ISHARES MSCI EMERGIN AT COST 40,750 48,850
    464287465 ISHARES MSCI EAFE ET AT COST 143,007 181,751
    464287655 ISHARES RUSSELL 2000 AT COST 45,800 77,858
    52472T775 BRANDYWINEGLOBAL COR AT COST 30,000 29,616
    78462F103 SPDR S&P 500 ETF TRU AT COST 732,323 805,532
    921943809 VANGUARD DEVELOPED M AT COST 57,278 72,714

    TY 2021 OtherDecreasesSchedule
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Description Amount
    COST BASIS ADJUSTMENTS 407
    2021 TRANSACTION POSTED IN 2022 3,699
    ROUNDING 7


    TY 2021 OtherExpensesSchedule
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 2,721 0   2,721
    OTHER EXPENSE (NON-DEDUCTIBLE 22 22   0


    TY 2021 OtherIncomeSchedule2
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 35 35  
    FEDERAL TAX REFUND 906 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Description Amount
    2020 TRANSACTION POSTED IN 2021 827


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 22,346 22,346    


    TY 2021 TaxesSchedule
    Name:
    CHARLES E AND CHARLOTTE T CURRY FOUNDATION
    EIN:
    43-6039016
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 264 264   0
    FOREIGN TAXES ON QUALIFIED FOR 234 234   0
    FOREIGN TAXES ON NONQUALIFIED 43 43   0