MARY K AND CLIFFORD GRUM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARY K AND CLIFFORD GRUM FOUNDATION (EIN 75-6454067)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-02
- IRS object ID
- 201742759349100504
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-02T10:59:07-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750767305 | PreparerFirmEIN |
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 | PO BOX 1388 | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 759021388 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 9368291331 | PhoneNum |
| Signature | 2017-09-22 | 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 |
| Preparation | 2017-10-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 6EE8956817CA1491E68B020A53D3BA51F4D41516 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E88784D27C168FA89EFBD54F73B9F8E0A49EDC83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $8,652,204 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,274,628 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $244,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,888 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $5,519,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,914 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,049 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $524 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $525 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,460 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,230 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,900 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,729 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,729 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,259,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $499,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $474,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $474,996 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $144 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $144 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $969,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,244,527 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,177,064 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,469,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,719,667 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,652,204 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,547 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $8,547 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | -$2,958,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,300,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,460,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,719,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,469,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,719,667 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,460,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,259,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,719,667 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,719,667 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,035,292 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,890,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.547519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $841,307 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.114168 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $444,554 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014059 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,001,869 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,809,555 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.106277 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $407,117 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,379,640 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.171083 | DistributionYr5Rt |
| Total Distribution | 1.953106 | TotalDistributionRt |
| Average Distribution | 0.390621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,154,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,013,450 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,422 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,015,872 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,730 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,844 | SubtotalAmt |
| Tax Based On Investment Income | $4,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $144 | OverpaymentAmt |
| Applied To ES Tax | $144 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | MARY K GRUM | IndividualWithBooksNm |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY K GRUM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 368 | AddressLine1Txt |
| City | DIBOLL | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,898,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,232,981 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,232,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,154,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,844 | TotalTaxAmt |
| Distributable Before Adj | $252,880 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $252,880 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $252,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,730 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,730 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $252,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,880 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $293,791 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,919,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $61,252 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $972,114 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,247,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,730 | QualifyingDistributionsAmt |
| Applied To Current Year | $252,730 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $150 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $150 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,246,960 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $293,641 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,953,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,919,953 | ExcessFromYear4Amt |
| Excess From Year2 | $61,252 | ExcessFromYear2Amt |
| Excess From Year1 | $972,114 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHO YEH CAMP & CONFERENCE | |||||||
| 2200 S WASHINGTON AVE | LIVINGSTON | TX | 77351 | NONE | PUBLIC | GENERAL OPERATIONS | $150,000 |
| PAN-AFRICAN ACADEMY OF CHRISTIAN SU | |||||||
| PO BOX 1118 | BRISTOL | TN | 37621 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $244,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,914 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CLIFFORD GRUM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $5,274,628 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 48,639 SHARES DIBOLL STATE BANCS | NoncashPropertyDesc |
| Fair Market Value | $7,295,850 | FairMarketValueAmt |
| Received | 2016-12-13 | ReceivedDt |
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 |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16350 GENERAL ELECTRIC | $409,808 | $441,614 |
| 10000 CONOCOPHILLIPS | $560,091 | $439,600 |
| 48639 DIBOLL STATE BANCSHARES INC | $5,274,628 | $7,295,850 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHAMBERLAIN, HRDLICKA, WHITE | CategoryTxt |
| Legal Fees | $1,049 | LegalFeesAmt |
| Net Investment Income | $524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $525 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $8,547 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $2,460 | Amt |
| Net Investment Income | $1,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,230 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,900 | Amt |
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