STANLEY GROVER CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY GROVER CHARITABLE TRUST (EIN 75-2941888)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349102275
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:25:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201375586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREMEENS HARRIS CAVETT & SPAIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4719 TAFT SUITE 5 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752941888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY GROVER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 9406910126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4149 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CREMEENS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9406910126 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW HARRIS | PreparerPersonNm |
| PTIN | P00451288 | PTIN |
| Phone | 9406910126 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,479,264 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,864 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $204,745 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $246 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $215,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,901 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,039 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,262 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,258 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $12,347 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $403,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $408,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $462,697 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $717,904 | OtherAssetsBOYAmt |
| Other Assets EOY | $901,309 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $901,309 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,177,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,425,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,479,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,102,418 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,090,072 | CapitalStockEOYAmt |
| Retained Earning BOY | $75,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $335,274 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,177,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,425,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,177,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,425,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,177,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $191,287 | OtherIncreasesAmt |
| Subtotal | $1,444,315 | SubtotalAmt |
| Other Decreases | $18,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,425,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $207 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $207 | SubtotalAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $207 | 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 |
| 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 | STEVEN R CREMEENS | IndividualWithBooksNm |
| Phone | 9406910126 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4149 | AddressLine1Txt |
| Address Line2 | PO BOX 4149 | AddressLine2Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2020 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2019 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CREMEENS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4149 | AddressLine1Txt |
| City | WICHITA FALLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | 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 | $454,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,114,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $720,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,289,401 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,289,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,255,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $207 | TotalTaxAmt |
| Distributable Before Adj | $112,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $112,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $112,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,699 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $55,638 | TotalForPriorYearsAmt |
| Qualifying Distributions | $122,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,699 | AppliedToYear1Amt |
| Applied To Current Year | $76,351 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $55,638 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $55,638 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $36,195 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | APPLICATIONS MUST BE WRITTEN AND INCLUDE THE AMOUNT AND PURPOSE OF THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | RESTRICTED TO CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| UNIVERSITY KIWANIS CLUB | |||||
| PO BOX 2421 | WICHITA FALLS | TX | 76301 | OPERATIONS | $750 |
| WICHITA COUNTY HUMANE SOCIETY | |||||
| 4360 OILD IOWA PARK RD | WICHITA FALLS | TX | 76305 | OPERATIONS | $1,000 |
| YOUNG LIFE | |||||
| 3505 KEMP BLVD STE A | WICHITA FALLS | TX | 76308 | OPERATIONS | $1,000 |
| STRAIGHT STREET | |||||
| PO BOX 1684 | WICHITA FALLS | TX | 76307 | OPERATIONS | $300 |
| NWT COUNCIL BOY SCOUTS | |||||
| 3604 MAPLEWOOD AVE | WICHITA FALLS | TX | 76308 | OPERATIONS | $1,000 |
| ZUNDY ELEMENTARY SCHOOL | |||||
| 1706 POLK STREET | WICHITA FALLS | TX | 76309 | OPERATIONS | $2,000 |
| TRAIL LIFE | |||||
| 1319 10TH STREET | WICHITA FALLS | TX | 76308 | OPERATIONS | $500 |
| KATY'S DOG SANCTUARY | |||||
| PO BOX 493 | PETROLIA | TX | 76377 | OPERATIONS | $500 |
| WICHITA FALLS FAITH MISSION | |||||
| PO BOX 965 | WICHITA FALLS | TX | 76307 | OPERATIONS | $30,000 |
| WICHITA FALLS AREA FOOD BANK | |||||
| 1230 MIDWESTERN PARKWAY | WICHITA FALLS | TX | 76302 | OPERATIONS | $10,000 |
| YOUNG LIFE | |||||
| 3505 KEMP BLVD STE A | WICHITA FALLS | TX | 76308 | OPERATIONS | $15,000 |
| STRAIGHT STREET | |||||
| PO BOX 1684 | WICHITA FALLS | TX | 76307 | OPERATIONS | $15,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | OPERATIONS | $10,000 |
| V FOUNDATION FOR CANCER RESEARCH | |||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | OPERATIONS | $10,000 |
| BOYS & GIRLS CLUB | |||||
| 1318 SIXTH STREET | WICHITA FALLS | TX | 76301 | OPERATIONS | $15,000 |
| MEALS ON WHEELS WICHITA COUNTY | |||||
| PO BOX 1655 | WICHITA FALLS | TX | 76307 | OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,791 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $246 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $182 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OIL & GAS WORKING INTERESTS | $26,031 |
| HOLLI-TEX SUPPLY CO., LTD. | $91,584 |
| HOLLI-TEX - NET RENTAL INCO | $37 |
| HOLLI-TEX NET SECTION 1231 | $88,370 |
| HOLLI-TEX - DONATIONS | -$1,523 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $204,927 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,718 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BLACKROCK LOW DURATION BOND FD | 2023-11 | PURCHASE | 2022-11 | $25,569 | $25,713 | -$144 |
| WALT DISNEY CO | 2020-04 | PURCHASE | 2023-11 | $7,104 | $8,068 | -$964 |
| GOLDMAN ENHANCED INCOME R6 | 2020-01 | PURCHASE | 2023-11 | $15,741 | $15,926 | -$185 |
| VNG SHRT TRM BND | 2022-07 | PURCHASE | 2023-11 | $28,427 | $30,816 | -$2,389 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY STOCKS | StockNm |
| EOY Book Value | $408,779 | EOYBookValueAmt |
| EOYFMV | $462,697 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 12.5% HOLLI-TEX SUPPLY | Desc |
| BOY Book Value | $717,904 | BOYBookValueAmt |
| EOY Book Value | $901,309 | EOYBookValueAmt |
| EOYFMV | $901,309 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX PAID | $15,055 |
| HOLLI-TEX SUPPLY NON DED EXP | $1,436 |
| HOLLI-TEX SUPPLY DISALLOWED 179 | $2,478 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESMENT FEES | $5,636 |
| OIL & GAS - PRODUCTION TAX-W. | $1,104 |
| OIL & GAS - LEASE OPERATIONS | $9,299 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $246 | $246 |
| OIL & GAS WORKING INTERESTS | $26,031 | |
| HOLLI-TEX SUPPLY CO., LTD. | $91,584 | |
| HOLLI-TEX - NET RENTAL INCOME | $37 | |
| HOLLI-TEX NET SECTION 1231 GN | $88,370 | |
| HOLLI-TEX - DONATIONS | -$1,523 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX REFUND | $1,180 |
| 2022 HOLLI-TEX CAPITAL ADJ | $170,094 |
| MISCELLANEOUS | $20,013 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REC - HELEN GROVER TRUST | BusinessNameLine1Txt |