Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE CURTIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3012 HIGHWOODS BLVD SUITE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27604
A Employer identification number

56-1257146
B Telephone number (see instructions)

(919) 781-6119
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,589,920J 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 right arrow.............
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities... 425,441 421,895  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 338,518
b Gross sales price for all assets on line 6a 3,857,666
7 Capital gain net income (from Part IV, line 2)... 338,518
8 Net short-term capital gain.........  
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).......      
12 Total. Add lines 1 through 11........ 763,962 760,416  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,000 2,000   2,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,076 2,525   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
90,465 78,830   10,996
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,541 83,355   12,996
25 Contributions, gifts, grants paid....... 201,850 201,850
26 Total expenses and disbursements. Add lines 24 and 25 305,391 83,355   214,846
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 458,571
b Net investment income (if negative, enter -0-) 677,061
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 678,346 454,325 454,325
2 Savings and temporary cash investments......... 854,022 1,114,007 1,114,007
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,099,804 Click to see attachment
List of Attached Documents:
// Content
21,337 		20,671
b Investments—corporate stock (attach schedule)....... 8,222,011 Click to see attachment
List of Attached Documents:
// Content
9,748,216 		12,958,123
c Investments—corporate bonds (attach schedule)....... 1,079,464 Click to see attachment
List of Attached Documents:
// Content
1,059,225 		1,011,166
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,825 Click to see attachment
List of Attached Documents:
// Content
31,933 		31,628
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,970,472 12,429,043 15,589,920
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,970,472 12,429,043
29 Total net assets or fund balances (see instructions)..... 11,970,472 12,429,043
30 Total liabilities and net assets/fund balances (see instructions). 11,970,472 12,429,043
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
11,970,472
2
Enter amount from Part I, line 27a .....................
2
458,571
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,429,043
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,429,043
Form 990-PF (2024)
Form 990-PF (2024)
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 AS REPORTED BY WELLS FARGO P 2023-01-01 2024-12-31
b AS REPORTED BY WELLS FARGO P 2024-01-01 2024-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 849,351   833,136 16,215
b 3,008,152   2,686,012 322,140
c 163     163
d
e
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       16,215
b       322,140
c       163
d
e
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 2 338,518
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
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 right arrow 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) 1 9,411
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 9,411
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 9,411
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,632
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,632
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,221
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,221 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNC
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowDONALD W CURTIS Telephone no.right arrow (919) 790-9392

Located atright arrow622 LAKESTONE DRIVERALEIGHNC ZIP+4right arrow27609
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
DONALD W CURTIS PRESIDENT/TRUSTEE
0.00 		0 0 0
PO BOX 20443
RALEIGH,NC27619
DONNA C MCCLATCHEY TRUSTEE
0.00 		0 0 0
PO BOX 20443
RALEIGH,NC27619
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
13,784,112
b
Average of monthly cash balances.......................
1b
1,614,193
c
Fair market value of all other assets (see instructions)................
1c
25,000
d
Total (add lines 1a, b, and c).........................
1d
15,423,305
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
15,423,305
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
231,350
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,191,955
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
759,598
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
759,598
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,411
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,411
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
750,187
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
750,187
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
750,187
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
214,846
b
Program-related investments—total from Part VIII-B..................
1b
0
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
214,846
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 750,187
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 454,020
b From 2020...... 1,712,735
c From 2021...... 2,379,735
d From 2022......  
e From 2023...... 654,090
f Total of lines 3a through e ........ 5,200,580
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 214,846
a Applied to 2023, 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 2024 distributable amount..... 214,846
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 535,341 535,341
(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 4,665,239
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,665,239
10 Analysis of line 9:
a Excess from 2020.... 1,631,414
b Excess from 2021.... 2,379,735
c Excess from 2022....  
d Excess from 2023.... 654,090
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DONALD W CURTIS
622 LAKESTONE DRIVE
RALEIGH,NC27609
(919) 781-6119
bThe form in which applications should be submitted and information and materials they should include:
IN WRITING: 1.HISTORY AND NEEDS OF BENEFICIARY; 2. PROOF OF EXEMPT STATUS OF PAYEE; 3. BENEFIT TO BE DERIVED FROM GRANT.
cAny submission deadlines:
AT LEAST SIX MONTHS PRIOR TO REQUESTED DISBURSEMENT DATE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS SHOULD BE TO: NC STATE SUPPORTED SCHOOLS OR TAX EXEMPT AND CHARITABLE ORGANIZATIONS
Form 990-PF (2024)
Form 990-PF (2024)
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

ALLIANCE MEDICIAL MINISTRY

101 DONALD ROSS DRIVE
RALEIGH,NC27610 		NONE PC GENERAL SUPPORT 2,500

AMERICAN RED CROSS

100 N PEARTREE LANE
RALEIGH,NC27610 		NONE PC GENERAL SUPPORT 10,000

BESSEMER CITY HISTORY AND ARTS SOCIETY

607 LONG CREEK RD
BESSEMER CITY,NC28016 		NONE PC GENERAL SUPPORT 3,500

BEST NC

100 SAS CAMPUS DRIVE BUILDING T
CARY,NC27610 		NONE PC GENERAL SUPPORT 2,500

BOYS AND GIRLS CLUB OF COASTAL CAROLINA

3321 BRIDGES STREET
MOREHEAD CITY,NC28557 		NONE PC GENERAL SUPPORT 1,000

BROADCASTERS FOUNDATION OF AMERICA

125 W 55TH ST 4TH FLOOR
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 5,000

CAROLINA WOMEN'S LEADERSHIP COUNCIL

208 W FRANKLIN STREET
CHAPEL HILL,NC27516 		NONE PC GENERAL SUPPORT 10,000

CHURCH COMMUNITY SERVICES OF SCOTLAND COUNTY

108 SOUTH GILL ST
LAURINBURG,NC28352 		NONE PC GENERAL SUPPORT 1,000

DUKE HEALTH DEVELOPMENT & ALUMNI AFFAIRS

300 W MORGAN ST STE 1200
DURHAM,NC27701 		NONE PC GENERAL SUPPORT 10,000

DURHAM RESCUE MISSION

PO BOX 11658
DURHAM,NC27703 		NONE PC GENERAL SUPPORT 10,000

EDENTON STREET UNITED METHODIST CHURCH

228 W EDENTON STREET
RALEIGH,NC27603 		NONE PC GENERAL SUPPORT 5,000

FAMILY PROMISE OF WAKE COUNTY

903 METHOD ROAD
RALEIGH,NC27606 		NONE PC GENERAL SUPPORT 2,500

FIRST UNITED METHODIST CHURCH BESSEMER

110 W ALABAMA AVE
BESSEMER CITY,NC28106 		NONE PC GENERAL SUPPORT 7,500

FOCUS

603 PARK POINT DRIVE
GOLDEN,CO80401 		NONE PC GENERAL SUPPORT 1,000

FOOD BANK OF CENTRAL & EASTERN NC

3808 TARHEEL DRIVE
RALEIGH,NC27609 		NONE PC GENERAL SUPPORT 5,000

GREEN CHAIR PROJECT

1853 CAPITAL BLVD
RALEIGH,NC27604 		NONE PC GENERAL SUPPORT 5,000

GUILFORD COLLEGE

5800 WEST FRIENDLY AVE
GREENSBORO,NC27410 		NONE PC GENERAL SUPPORT 5,000

HIGHER EDUCATION WORKS FOUNDATION

PO BOX 10463
RALEIGH,NC27605 		NONE PC GENERAL SUPPORT 2,500

IGLESIA NUEVA ESPERANZA

6551 MERIDIEN DRIVE
RALEIGH,NC27616 		NONE PC GENERAL SUPPORT 2,500

INTER-FAITH FOOD SHUTTLE

1001 BLAIR DRIVE
RALEIGH,NC27603 		NONE PC GENERAL SUPPORT 5,000

JDRF

5510 SIX FORKS ROAD SUITE 107
RALEIGH,NC27609 		NONE PC GENERAL SUPPORT 5,000

JOURNEY MATES

PO BOX 97244
RALEIGH,NC27624 		NONE PC GENERAL SUPPORT 2,500

LAURINBURG-SCOTLAND COUNTY CHAMBER OF COMMERCE

606 ATKINSON STREET
LAURINBURG,NC28352 		NONE PC GENERAL SUPPORT 500

LEUKEMIA & LYMPHOMA SOCIETY

4530 PARK RD STE 240
CHARLOTTE,NC28209 		NONE PC GENERAL SUPPORT 500

MEALS ON WHEELS

616 TUCKER STREET
RALEIGH,NC27603 		NONE PC GENERAL SUPPORT 2,500

METHODIST HOME FOR CHILDREN

1703 OBERRY CENTER RD
GOLDSBORO,NC27530 		NONE PC GENERAL SUPPORT 5,000

NC CONFERENCE OF THE UNITED METHODIST CHURCH

700 WATERFIELD RIDGE PLACE
GARNER,NC27529 		NONE PC GENERAL SUPPORT 1,000

NORTH CAROLINIANA SOCIETY

WILSON LIBRARY UNC CAMPUS BOX 3930
CHAPEL HILL,NC27599 		NONE PC GENERAL SUPPORT 1,000

ONE MORE REFUGE

12400 WAKE UNION CHURCH ROAD SUITE
3-201
WAKE FOREST,NC27587 		NONE PC GENERAL SUPPORT 10,000

PAGE ALUMNI AND FRIENDS ASSOCIATION

201 ALMA PINNIX DRIVE
GREENSBORO,NC27405 		NONE PC GENERAL SUPPORT 1,000

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVE STE 200
MANHATTAN BEACH,CA90266 		NONE PC GENERAL SUPPORT 500

PREVENT BLINDNESS NC

4011 WESCHASE BLVD SUITE 225
RALEIGH,NC27607 		NONE PC GENERAL SUPPORT 1,000

RALEIGH RESCUE MISSION

314 E HARGETT STREET
RALEIGH,NC27601 		NONE PC GENERAL SUPPORT 25,000

SAFE CHILD

864 W MORGAN STREET
RALEIGH,NC27603 		NONE PC GENERAL SUPPORT 2,500

SALVATION ARMY

1863 CAPITAL BLVD
RALEIGH,NC27604 		NONE PC GENERAL SUPPORT 5,000

SHEPHERD'S TABLE

PO BOX 27584
RALEIGH,NC27611 		NONE PC GENERAL SUPPORT 1,000

SPCA OF WAKE COUNTY

200 PETFINDER LANE
RALEIGH,NC27603 		NONE PC GENERAL SUPPORT 5,000

TAMMY LYNN CENTER

739 CHAPPELL DRIVE
RALEIGH,NC27606 		NONE PC GENERAL SUPPORT 5,000

TRANSITIONS LIFECARE

250 HOSPICE CIRCLE
RALEIGH,NC27607 		NONE PC GENERAL SUPPORT 5,000

UNC EDUCATIONAL FOUNDATION INC

450 SKIPPER BOWLES DR
CHAPEL HILL,NC27514 		NONE PC GENERAL SUPPORT 250

UNC HEALTH FOUNDATION

123 W FRANKLIN ST 510
CHAPEL HILL,NC27516 		NONE PC GENERAL SUPPORT 2,500

UNC LINEBERGER COMPREHENSIVE CANCER CENTER

450 WEST DR
CHAPEL HILL,NC27599 		NONE PC GENERAL SUPPORT 100

UNITED WAY OF THE GREATER TRIANGLE

800 PARK OFFICES DR 204
DURHAM,NC27709 		NONE PC GENERAL SUPPORT 5,000

URBAN MINISTRIES OF THE GREATER TRIANGLE

840 SEMART DRIVE
RALEIGH,NC27611 		NONE PC GENERAL SUPPORT 5,000

WAKEMED FOUNDATION

PO BOX 14465
RALEIGH,NC27620 		NONE PC GENERAL SUPPORT 6,000

WILLIAM PEACE UNIVERSITY

15 EAST PEACE STREET
RALEIGH,NC27604 		NONE PC GENERAL SUPPORT 5,000

YOUNG LIFE

PO BOX 520
COLORADO SPRINGS,CO80901 		NONE PC GENERAL SUPPORT 2,500
Total .................................right arrow 3a 201,850
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 3  
4 Dividends and interest from securities ....     14 425,441  
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 .....     01    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 338,518  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 763,962 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
763,962
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,000 2,000   2,000

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC DTD 05/21/20 32,253 31,557
AMAZON.COM INC DTD 06/03/20 32,839 32,237
APPLE INC 32,380 31,652
BANK OF AMERICA CORP MED TERM NOTE 32,980 32,534
CITIGROUP INC DTD 07/24/17 34,073 32,934
COMCAST CORP 32,441 31,785
DEVON ENERGY CORPORATION 33,373 31,326
ENTERPRISE PRODUCTS OPER 22,137 21,696
FED HOME LN MTG CORP POOL 65,001 61,849
FED NATL MTG ASSN POOL 54,879 52,728
FED NATL MTG ASSN POOL 89,952 84,130
FED NATL MTG ASSN POOL 7,998 7,602
FED NATL MTG ASSN POOL 45,588 42,060
FED NATL MTG ASSN POOL 45,300 42,392
GOLDMAN SACHS GROUP INC 32,543 31,888
JPMORGAN CHASE & CO 43,371 42,816
MORGAN STANLEY DTD 07/24/17 21,334 21,215
UNITEDHEALTH GROUP INC 32,205 30,406
US TREASURY BOND DTD 02/15/19 38,523 34,922
US TREASURY BOND DTD 02/18/20 60,134 54,002
US TREASURY BOND DTD 05/17/21 65,143 58,480
US TREASURY INFLATION INDEX BOND 21,661 20,470
US TREASURY NOTE DTD 01/31/23 21,764 21,106
US TREASURY NOTE DTD 09/03/24 44,268 42,603
US TREASURY NOTE DTD 09/30/21 49,783 50,016
US TREASURY NOTE DTD 12/31/21 34,849 34,897
VERIZON COMMUNICATIONS DTD 03/22/21 32,453 31,863

TY 2024 InvestmentsCorpStockSchedule
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 28,689 32,802
ABBVIE INC 17,656 19,369
ABERDEEN EMERGING MARKETS INSTITUTIONAL FUND 190,146 194,668
ACUSHNET HOLDINGS CORP 568 SHS 15,431 40,373
ADOBE INC 87,501 112,504
AFFILIATED MANAGERS GROUPFD 120 SHS 2,279 2,182
AFFILIATED MANAGERS GROUPFD 53 SHS 1,253 1,168
AIR PRODS & CHEMS INC COM 24,242 31,034
AIRBNB INC 787 SHS 93,205 103,420
ALEXANDRIA REAL ESTATE EQUITIES INC COM 18,455 15,510
ALLSTATE CORP 114 SHS 2,569 2,345
ALLSTATE CORP 179 SHS 4,065 3,917
ALLSTATE CORP 211 SHS 5,314 5,617
AMCOR PLC 10,758 8,751
AMERICAN ELECTRIC POWER INC 15,986 16,417
AMERICAN FINANCIAL GROUP 111 SHS 2,358 2,218
AMERICAN FINANCIAL GROUP 118 SHS 2,230 2,117
AMERICAN FINANCIAL GROUP 52 SHS 1,209 1,171
AMGEN INC 17,315 18,245
AMGEN INC 22,437 35,708
ARTISAN PARTNERS ASSET MANAGEMENT 536 SHS 3,634 3,330
ARTISAN PARTNERS ASSET MANAGEMENT 536 SHS 16,687 23,075
ASML HOLDING N.V. 135,608 140,002
ASPEN TECHNOLOGY INC 7,612 20,220
ASSURANT INC 143 SHS 2,975 2,870
AT&T INC 14,097 16,417
AT&T INC 168 SHS 3,499 3,535
AT&T INC 466 SHS 9,718 9,250
AT&T INC 52 SHS 1,254 1,269
AUTOZONE INC 37,588 38,424
BANCFIRST CORP 14,330 20,272
BANK MONTREAL QUE COM 15,997 16,887
BANK OF AMERICA CORP 167 SHS 3,591 3,699
BANK OF AMERICA CORP 202 SHS 4,160 4,202
BANK OF AMERICA CORP 223 SHS 4,948 4,817
BANK OF AMERICA CORP 229 SHS 4,259 4,193
BANK OF AMERICA CORP 316 SHS 5,645 5,878
BANK OF AMERICA CORP 383 SHS 7,548 7,438
BANK OF AMERICA CORP 95 SHS 2,238 2,154
BAXTER INTL INC 24,847 18,954
BERKLEY CORPORATION 38,415 39,267
BERKLEY CORPORATION 181 SHS 4,118 3,701
BERKLEY CORPORATION 299 SHS 5,299 5,250
BERKLEY CORPORATION 59 SHS 1,123 1,057
BLACKSTONE INC 59,620 112,418
BRISTOL MYERS SQUIBB CO 26,084 30,203
CANADIAN IMPERIAL BK OF COMMERCE 5,759 8,346
CAPITAL ONE FINANCIAL CO 171 SHS 2,745 2,854
CAPITAL ONE FINANCIAL CO 174 SHS 3,289 3,186
CAPITAL ONE FINANCIAL CO 223 SHS 4,436 4,241
CENCORA INC 18,633 52,800
CHARLES SCHWAB CORP 218 SHS 3,959 4,253
CHARLES SCHWAB CORP 96 SHS 2,305 2,410
CHEVRON CORP 187 SHS 29,040 27,085
CHEVRON CORP 238 SHS 16,823 34,472
CHIPOTLE MEXICAN GRILL INC 1223 SHS 31,894 73,747
CITIZENS FINANCIAL GROUP 120 SHS 3,020 3,120
CITIZENS FINANCIAL GROUP 205 SHS 4,199 3,965
CLEARWATER ANALYTICS HLDGS INC 17,307 22,209
CMS ENERGY CORP 105 SHS 2,554 2,343
CMS ENERGY CORP 168 SHS 3,990 3,886
COCA COLA CO 233 SHS 13,943 14,507
COCA COLA CO 422 SHS 17,016 26,274
CONSTELLATION BRANDS INC 37,410 32,266
COPART INC COM 84,788 84,822
COREBRIDGE FINANCIAL INC 215 SHS 5,384 5,480
CORVEL CORP 19,983 50,735
CVS HEALTH CORP 33,566 32,943
DANAHER CORP 77,486 85,393
DIAGEO PLC - ADR 15,364 15,256
DIGITAL RLTY TR INC 3,511 3,372
DONALDSON CO INC 5,745 10,641
DTE ENERGY CO 149 SHS 2,808 2,733
DTE ENERGY CO 51 SHS 1,205 1,124
DUKE ENERGY CORP 1,303 1,229
DUKE ENERGY HOLDING CORP.COM 17,664 19,285
EATON VANCE FLOATING-RATE FUND 23,640.662 SHS 450,000 450,752
ELI LILLY & CO COM 74,013 122,748
EMCOR GROUP INC 6,214 47,206
ENBRIDGE INC 29,587 30,337
ENTERGY ARKANSAS LLC 105 SHS 3,106 2,957
ENTERGY CORP NEW COM 9,843 14,709
ENTERGY LOUISIANA LLC 50 SHS 1,177 1,088
EQUITABLE HOLDINGS INC 170 SHS 3,051 2,960
EXXON MOBIL CORPORATION 101 SHS 12,110 10,865
FACTSET RESH SYS INC 57 SHS 9,117 27,376
FIFTH THIRD BANCORP 201 SHS 4,102 4,215
FIRST HAWAIIAN INC 1,044 SHS 23,990 27,092
FIRST HORIZON CORP 63 SHS 1,217 1,124
FTI CONSULTING INC 27,808 51,605
GEORGIA POWER CO 105 SHS 2,619 2,268
GILEAD SCIENCES INC 22,654 31,129
GLOBAL PMTS INC 37,682 32,722
GLOBE LIFE INC 62 SHS 1,182 976
GOLDMAN SACHS COMMODITY STRATEGY 37,258.259 SHS 425,000 311,479
GRACO INC 10,595 32,705
GRAINGER W W INC 7,442 37,946
HARTFORD FINL SVCS GRP 1,274 1,249
HENRY JACK & ASSOC INC 71 SHS 6,058 12,446
HUNTINGTON BANCSHARES 179 SHS 3,117 3,172
HUNTINGTON BANCSHARES 356 SHS 8,294 9,048
HUNTINGTON BANCSHARES INC 2,244 SHS 14,123 18,987
INTUIT COM 35,783 91,761
INTUITIVE SURGICAL INC 5,031 90,299
ISHARES CORE S&P MID-CAP ETF 1,194,718 1,505,410
ISHARES MSCI EMERGING MARKETS ETF 276,997 301,146
JOHNSON & JOHNSON 23,009 20,970
JOHNSON & JOHNSON 25,444 38,035
JPMORGAN CHASE & CO 100 SHS 2,552 2,544
JPMORGAN CHASE & CO 153 SHS 2,969 2,890
JPMORGAN CHASE & CO 163 SHS 3,477 3,480
JPMORGAN CHASE & CO 239 SHS 5,117 4,892
JPMORGAN CHASE & CO 72 SHS 1,532 1,500
JPMORGAN CHASE & CO 93 SHS 2,336 2,341
JPMORGAN EMERGING MARKETS DEBT FUND 42016.807 SHS 250,000 260,924
K.FORCE INC. 11,125 10,206
KADANT INC 24,177 36,569
KENVUE INC 640 SHS 13,125 13,664
KEURIG DR PEPPER INC 43,044 40,535
KEYCORP 197 SHS 4,184 4,805
KEYCORP 248 SHS 5,424 6,088
KEYCORP 52 SHS 1,061 1,109
KIMCO REALTY CORP 48 SHS 1,092 1,011
KIMCO REALTY CORP 52 SHS 1,162 1,072
LANDSTAR SYS INC 38,696 38,153
LCI INDUSTRIES 162 SHS 22,955 16,749
LOWES COS INC 208 SHS 14,050 51,334
LUKOIL PJSC 219 SHS 17,720 0
LULULEMON ATHLETICA INC 186 SHS 64,433 71,128
LYONDELLBASELL INDUSTRIES NV 22,398 19,384
M&T BANK CORPORATION 120 SHS 3,013 3,194
M&T BANK CORPORATION 123 SHS 2,901 2,995
MANHATTAN ASSOCIATES INC 4,969 28,105
MARSH & MCLENNAN COS INC 12,828 43,119
MEDTRONIC PLC 45,771 36,425
METLIFE INC 365 SHS 8,056 7,541
MICROCHIP TECHNOLOGY INC 22,559 36,704
MICROSOFT CORP 48,794 122,657
MOELIS & CO 19,824 39,009
MONDELEZ INTERNATIONAL INC 626 SHS 37,965 37,391
MORGAN STANLEY 9,296 12,195
MORGAN STANLEY 100 SHS 2,499 2,519
MORGAN STANLEY 119 SHS 3,066 3,155
MORGAN STANLEY 171 SHS 4,284 4,162
MORGAN STANLEY 288 SHS 8,433 7,972
MORGAN STANLEY 56 SHS 1,259 1,174
MORGAN STANLEY 56 SHS 1,442 1,440
MORGAN STANLEY 85 SHS 1,729 2,023
MORGAN STANLEY DTD 09/30/13 288 SHS 7,310 7,266
MSCI INC 66,281 76,201
NATIONAL GRID PLC 26,415 23,946
NEBIUS GROUP NV 4,104 4,072
NETFLIX INC 177 SHS 24,850 157,764
NEXTERA ENERGY CAPITAL 321 SHS 8,318 7,447
NORTHERN TRUST CORP 184 SHS 4,144 3,702
NVIDIA CORP 22,439 139,527
OAKMARK INTERNATIONAL FUND 800,726 912,438
PAYCHEX INC 10,896 12,059
PEPSICO INC 18,668 16,422
PFIZER INC 26,369 17,032
PHILIP MORRIS INTERNATIONAL 193 SHS 17,639 23,228
PHILIP MORRIS INTERNATIONAL 327 SHS 17,312 39,354
PNC FINANCIAL SERVICES GROUP 17,937 22,756
PPL CORPORATION 10,414 12,432
PRIMERICA INC 14,057 60,255
PRINCIPAL FUNDS INC - CAPITAL 27954.710 SHS 244,485 270,043
PROLOGIS, INC. 21,607 19,132
PRUDENTIAL FINANCIAL INC 115 SHS 2,910 2,864
PRUDENTIAL FINANCIAL INC 117 SHS 2,400 2,168
PRUDENTIAL FINANCIAL INC 137 SHS 3,394 3,183
PUBLIC STORAGE 3,574 3,360
PUBLIC STORAGE 106 SHS 2,561 2,348
PUBLIC STORAGE 111 SHS 2,477 2,337
PUBLIC STORAGE 118 SHS 2,829 2,557
PUBLIC STORAGE 128 SHS 2,431 2,162
PUBLIC STORAGE 130 SHS 2,441 2,189
PUBLIC STORAGE 133 SHS 2,831 2,582
PUBLIC STORAGE 56 SHS 1,358 1,232
RBC BEARINGS INC 10,104 30,512
REALTY INCOME CORP COM 20,426 18,426
REGIONS FINANCIAL CORP 122 SHS 2,224 2,168
REGIONS FINANCIAL CORP 197 SHS 4,933 5,169
REGIONS FINANCIAL CORP 52 SHS 1,128 1,260
REINSURANCE GRP OF AMER 109 SHS 2,871 2,812
RIGHTMOVE PLC 19,988 28,487
RLI CORP COM 10,611 23,241
ROSS STORES INC 389 SHS 23,007 58,844
S&P GLOBAL INC 36,920 113,551
SANOFI-AVENTIS 24,486 24,211
SERVICE CORP INTL 515 SHS 35,538 41,107
SERVICENOW INC 39,390 90,110
SIMPSON MFG INC 27,356 58,206
SOUTHERN CO 10,874 13,254
SOUTHERN CO 2,901 2,795
SOUTHERN CO 61 SHS 1,512 1,340
STATE STREET CORP 17,195 27,973
STATE STREET CORP 96 SHS 2,309 2,255
STIFEL FINANCIAL CORP 196 SHS 3,501 3,454
STIFEL FINANCIAL CORP 50 SHS 1,198 1,239
STIFEL FINANCIAL CORP 50 SHS 1,061 1,023
SYNOPSYS INC COM 100,968 94,160
SYSCO CORP 670 SHS 26,053 51,228
TC ENERGY CORP 18,992 22,474
THERMO FISHER SCIENTIFIC INC 45,891 49,422
TORO CO 38,513 43,574
TOTALENERGIES SE 25,187 26,433
TRADE DESK INC 572 SHS 53,736 67,227
TRUIST FINANCIAL CORP 4,165 3,898
TRUIST FINANCIAL CORP 354 SHS 7,197 6,832
TRUIST FINANCIAL CORPORATION 20,728 19,825
UFP INDUSTRIES INC 25,433 29,064
UNITED PARCEL SERVICE 45,732 29,886
UNITED PARCEL SERVICE 71 SHS 16,229 10,845
UNITEDHEALTH GROUP INC 29,687 60,197
US BANCORP 24,059 26,833
US BANCORP 32,352 41,612
US BANCORP 144 SHS 2,958 3,175
US BANCORP 144 SHS 3,490 3,385
US BANCORP 206 SHS 3,562 3,477
US BANCORP 315 SHS 6,759 6,344
US BANCORP 318 SHS 5,954 5,619
VANGUARD 500 INDEX FUND 758,036 2,006,553
VANGUARD LONG TERM INVESTMENT GRADE FUND 53475.936 SHS 400,000 402,674
VERIZON COMMUNICATIONS 37,027 31,192
VERTEX PHARMACEUTICALS INC COM 82,847 72,486
VISA INC CLASS A 5,836 132,421
VOYA FINANCIAL INC 54 SHS 1,268 1,254
WALT DISNEY CO 47,316 49,551
WATTS WATER TECHNOLOGIES INC 21,636 39,440
WEBSTER FINANCIAL CORP 50 SHS 898 944
WEC ENERGY GROUP INC 8,402 9,216
WESTERN ASSET SMASH SERIES FUND 296,106 273,550
WESTERN ASSET SMASH SERIES FUND 362,061 332,863
WESTERN ASSET SMASH SERIES FUND 416,446 419,150
WILLIAMS COS INC 5,761 10,066
XCEL ENERGY INC 21,426 25,523

TY 2024 InvestmentsGovtObligationsSch
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
US Government Securities - End of Year Book Value:

21,337
US Government Securities - End of Year Fair Market Value:

20,671
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARCH CAPITAL GROUP LTD 187 SHS AT COST 3,466 3,347
INVESTMENT IN TRANSISTOR RADIOS AT COST 25,000 25,000
RENAISSANCERE HOLDINGS 102 SHS AT COST 2,426 2,286
RENAISSANCERE HOLDINGS 60 SHS AT COST 1,041 995

TY 2024 OtherExpensesSchedule
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIP FEES AND CAMPAIGNS 10,996 0   10,996
SUPPLIES 639 0   0
INVESTMENT FEES 78,830 78,830   0


TY 2024 SubstantialContributorsSch
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
Name Address
CURTIS MEDIA GROUP
  		3012 HIGHWOODS BLVD STE 200
RALEIGH,NC27604


TY 2024 TaxesSchedule
Name:
THE CURTIS FOUNDATION
EIN:
56-1257146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 6,551 0   0
FOREIGN TAXES 2,525 2,525   0