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MARY K AND CLIFFORD GRUM FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MARY K AND CLIFFORD GRUM FOUNDATION (EIN 75-6454067)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-01-15
IRS object ID
201500159349100100
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-01-15T05:40:47-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Axley & Rode LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11307 S 1st StAddressLine1
CityLufkinCity
StateTXState
ZIP Code759014717ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756454067EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mary K and Clifford Grum FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone9368291331PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 368AddressLine1
CityDibollCity
StateTXState
ZIP Code75941ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLIFFORD J GRUMPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Signature2014-12-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT G LINDSEY PC CPAPreparerPersonNm
PTINP00045820PTIN
Phone9366346621PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$511,834FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$15TotalRevAndExpnssAmt
Total Net Invst Incm$15TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,175AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,175AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,485ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$129,635SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$119,546SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$119,546SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,716PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,320PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,320PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$56,108CorporateStockBOYAmt
Corporate Stock EOY$56,108CorporateStockEOYAmt
Corporate Stock EOYFMV$387,968CorporateStockEOYFMVAmt
Total Assets BOY$187,459TotalAssetsBOYAmt
Total Assets EOY$179,974TotalAssetsEOYAmt
Total Assets EOYFMV$511,834TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,900,341CapitalStockBOYAmt
Capital Stock EOY$3,900,341CapitalStockEOYAmt
Retained Earning BOY-$3,712,882RetainedEarningBOYAmt
Retained Earning EOY-$3,720,367RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$187,459TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$179,974TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$187,459TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$179,974TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$187,459TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,485ExcessRevenueOverExpensesAmt
Subtotal$179,974SubtotalAmt
Tot Net Ast Or Fund Balances EOY$179,974TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,001,869AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,809,555NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.10628DistributionYr1Rt
Adjusted Qlfy Distri Yr2$407,117AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,379,640NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.17108DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,293AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,620,142NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02240DistributionYr3Rt
Adjusted Qlfy Distri Yr4$210,471AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,022,003NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.20594DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,595AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$858,470NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03564DistributionYr5Rt
Total Distribution1.54134TotalDistributionRt
Average Distribution0.30827AverageDistributionRt
Net Vl Noncharitable Assets$444,554NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$137,042AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$137,042AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$4,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,320TotalPaymentsAndCreditsAmt
Overpayment$4,320OverpaymentAmt
Applied To ES Tax$4,320AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CLIFFORD GRUMBusinessNameLine1
FieldValueIRS element (for citing)
Phone9368291334PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 368AddressLine1
CityDIBOLLCity
StateTXState
ZIP Code75941ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CLIFFORD J GRUM
PO BOX 368DIBOLLTX75941CO-TRUSTEE1.00$0
MARY K GRUM
PO BOX 368DIBOLLTX75941CO-TRUSTEE1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$326,736AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$124,588AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$451,324TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$451,324AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,770CashDeemedCharitableAmt
Net Vl Noncharitable Assets$444,554NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,228MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,228MinimumInvestmentReturnAmt
Distributable Before Adj$22,228DistributableBeforeAdjAmt
Distributable Before Ded$22,228DistributableBeforeDedAmt
Distributable As Adjusted$22,228DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,250ExpensesAndContributionsAmt
Qualifying Distributions$6,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,228DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$162,795ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$293,791ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,919,953ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,376,539TotalExcessDistributionCyovAmt
Qualifying Distributions$6,250QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,250AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$15,978ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$15,978ExcessDistributionCyovAppCYAmt
Total Corpus$2,360,561TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,360,561ExcessDistriCyovToNextYrAmt
Excess From Year4$146,817ExcessFromYear4Amt
Excess From Year2$293,791ExcessFromYear2Amt
Excess From Year1$1,919,953ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCLIFFORD J GRUMContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARY K OR CLIFFORD GRUMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 368AddressLine1
CityDIBOLLCity
StateTXState
ZIP Code75941ZIPCode
FieldValueIRS element (for citing)
Recipient Phone9368291334RecipientPhoneNum
Form And Info And MaterialsA LETTER DESCRIBING USE OF REQUESTED FUNDS AND EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsDONEE MUST BE A CHARITABLE ORGANIZATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonTLL TEMPLE MEMORIAL LIBRARYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1800 north temple driveAddressLine1
CityDIBOLLCity
StateTXState
ZIP Code75941ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation StatusPublicRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL BUDGETGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAXLEY & RODE LLPCategoryTxt
Amt$2,350Amt
Net Investment Income$1,175NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,175DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank FeesDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$75NetInvestmentIncomeAmt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

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