MARY K AND CLIFFORD GRUM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARY K AND CLIFFORD GRUM FOUNDATION (EIN 75-6454067)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-17
- IRS object ID
- 201720179349100702
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-17T07:12:32-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Axley & Rode LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 S 1st St | AddressLine1Txt |
| City | Lufkin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 759014717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756454067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary K and Clifford Grum Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9368291331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 368 | AddressLine1Txt |
| City | Diboll | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75941 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY K GRUM | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Signature | 2017-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT G LINDSEY PC CPA | PreparerPersonNm |
| PTIN | P00045820 | PTIN |
| Phone | 9366346621 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,449,830 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,454,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,973,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,454,123 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,569,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,569,291 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,827 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,050,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,050,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,067,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,050,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $501,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,568,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $499,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $499,132 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $409,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $969,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $950,698 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $519,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $961,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,469,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,449,830 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,993 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,547 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,993 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,547 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,419,341 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,419,341 | CapitalStockEOYAmt |
| Retained Earning BOY | -$3,460,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,958,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $958,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,460,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $961,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,469,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $958,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $501,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,460,484 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,460,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10000 First Financial Bancshares | P | 2015-04-17 | 2015-09-03 | $306,451 | $87,181 | $219,270 | $219,270 |
| 5000 First Financial Bancshares | P | 2015-04-17 | 2015-10-13 | $159,392 | $43,591 | $115,801 | $115,801 |
| 4531 First Financial Bancshares | P | 2015-04-17 | 2015-10-14 | $146,711 | $39,502 | $107,209 | $107,209 |
| 5000 First Financial Bancshares | P | 2015-04-17 | 2015-10-14 | $160,642 | $43,591 | $117,051 | $117,051 |
| 5000 First Financial Bancshares | P | 2015-04-17 | 2015-10-14 | $160,647 | $43,591 | $117,056 | $117,056 |
| 5000 First Financial Bancshares | P | 2015-04-17 | 2015-10-14 | $160,647 | $43,591 | $117,056 | $117,056 |
| 5000 First Financial Bancshares | P | 2015-04-17 | 2015-10-14 | $160,646 | $43,590 | $117,056 | $117,056 |
| 20000 First Financial Bancshares | P | 2015-04-17 | 2015-12-04 | $717,987 | $174,363 | $543,624 | $543,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,454,123 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $841,307 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11417 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $444,554 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,001,869 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,809,555 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.10628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $407,117 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,379,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.17108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,293 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,620,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02240 | DistributionYr5Rt |
| Total Distribution | 1.427988 | TotalDistributionRt |
| Average Distribution | 0.285598 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,890,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $540,031 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,683 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,050,975 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,683 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,683 | SubtotalAmt |
| Tax Based On Investment Income | $15,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $8,407 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary K GRUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9368291334 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 368 | AddressLine1Txt |
| City | DIBOLL | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CLIFFORD J GRUM | ||||||
| PO BOX 368 | DIBOLL | TX | 75941 | CO-TRUSTEE | 1.00 | $0 |
| MARY K GRUM | ||||||
| PO BOX 368 | DIBOLL | TX | 75941 | CO-TRUSTEE | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,466,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $453,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,919,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,919,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,890,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,683 | TotalTaxAmt |
| Distributable Before Adj | $78,861 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,861 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,050,975 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,050,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,683 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,035,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,861 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $293,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,919,953 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $61,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,274,996 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,050,975 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $972,114 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,247,110 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,247,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $293,791 | ExcessFromYear4Amt |
| Excess From Year3 | $1,919,953 | ExcessFromYear3Amt |
| Excess From Year1 | $61,252 | ExcessFromYear1Amt |
| Excess From Current Year | $972,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLIFFORD J GRUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY K GRUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 368 | AddressLine1Txt |
| City | DIBOLL | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9368291334 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER DESCRIBING USE OF REQUESTED FUNDS AND EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONEE MUST BE A CHARITABLE ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 N GRAND AVENUE | SHERMAN | TX | 75090 | None | PC | general operations | $600,000 |
| MEDICAL BENEVOLENCE FOUNDATION | |||||||
| 9555 W Sam Houston Pkwy S Ste 170 | HOUSTON | TX | 77099 | None | PC | general operations | $400,000 |
| Museum of East Texas | |||||||
| 503 N Second St | Lufkin | TX | 75901 | None | PC | General Operations | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,050,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,454,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,569,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,569,291 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AXLEY & RODE LLP | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16350 General Electric | $409,808 | $514,698 |
| 10000 ConocoPhillips | $560,091 | $436,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Excise Tax Payable | Desc |
| BOY Book Value | $2,993 | BOYBookValueAmt |
| EOY Book Value | $8,547 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $15,827 | Amt |
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