STRATEGY STUDIO / PUBLIC DATA EXPLORER

STANLEY CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STANLEY CHARITABLE TRUST (EIN 84-1371971)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-18
IRS object ID
202211399349101111
Schema version
2021v4.2
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)
Return2022-05-18T11:59:31-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841044698PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON and COMPANY P C CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1077AddressLine1Txt
CityLAMARCityNm
State AbbreviationCOStateAbbreviationCd
ZIP810521077ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841371971EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STANLEY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTANBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 390AddressLine1Txt
CityLAMARCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81052ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON STEERMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7193364313PhoneNum
Signature2022-05-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONPersonFirstNm
Person LastSTEERMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY L ANDERSONPreparerPersonNm
PTINP00068341PTIN
Phone7193367785PhoneNum
Preparation2022-05-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$416,511FMVAssetsEOYAmt
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$2,421InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,421InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$2,421TotalRevAndExpnssAmt
Total Net Invst Incm$2,421TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,938LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,938LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,900AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$71TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,929TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,938TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,303ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,303ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,232TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,241TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,811ExcessRevenueOverExpensesAmt
Net Investment Income$2,421NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$253,603SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$245,792SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$245,792SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$170,719InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$170,719LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$170,719LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$170,719LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$424,322TotalAssetsBOYAmt
Total Assets EOY$416,511TotalAssetsEOYAmt
Total Assets EOYFMV$416,511TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$253,603CapitalStockBOYAmt
Capital Stock EOY$245,792CapitalStockEOYAmt
Additional Paid In Capital BOY$170,719AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$170,719AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$424,322TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$416,511TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$424,322TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$416,511TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$424,322TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,811ExcessRevenueOverExpensesAmt
Subtotal$416,511SubtotalAmt
Tot Net Ast Or Fund Balances EOY$416,511TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34TaxBasedOnInvestmentIncomeAmt
Tax Due$34TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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
Individual With BooksSHINN STEERMAN SHINN LAW OFFICEIndividualWithBooksNm
Phone7193364313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 390AddressLine1Txt
CityLAMARCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81052ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDON STEERMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 W ELMAddressLine1Txt
CityLAMARCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81052ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$1,938CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$239,466AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$239,466TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$239,466AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,592CashDeemedCharitableAmt
Net Vl Noncharitable Assets$235,874NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,794MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,794MinimumInvestmentReturnAmt
Tax Based On Investment Income$34TaxBasedOnInvestmentIncomeAmt
Total Tax$34TotalTaxAmt
Distributable Before Adj$11,760DistributableBeforeAdjAmt
Distributable Before Ded$11,760DistributableBeforeDedAmt
Distributable As Adjusted$11,760DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,241ExpensesAndContributionsAmt
Qualifying Distributions$8,241QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,760DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,065ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,364ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$6,429TotalExcessDistributionCyovAmt
Qualifying Distributions$8,241QualifyingDistributionsAmt
Applied To Current Year$8,241AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,519ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,519ExcessDistributionCyovAppCYAmt
Total Corpus$2,910TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,910ExcessDistriCyovToNextYrAmt
Excess From Year4$2,910ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDON STEERMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 W ELMAddressLine1Txt
CityLAMARCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81052ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7193364313RecipientPhoneNum
Form And Info And MaterialsIN WRITING ADDRESSING THE NEEDS FOR HELPING THE DOMESTICATED ANIMALS IN PROWERS COUNTY, COLORADO WHO ARE ABUSED, NEGLECTED OR ABANDONED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST SHOW NEED FOR THE CARE OF DOMESTICATED ANIMALS OF PROWERS COUNTY BASED UPON NEED AND MONIES AVAILABLE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonLAMAR ANIMAL SANCTUARYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1N LAMARAddressLine1Txt
CityLAMARCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81052ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeANIMAL SANCTUARY COSTS UTILITIES INSURANCE MTNCEGrantOrContributionPurposeTxt
Amt$6,303Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,303TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,421ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,421ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,421TotalIncomeProducingActyAmt

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)
Category990PF PREPARATION FEECategoryTxt
Amt$1,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemANIMAL SHELTERCategoryOrItemTxt
Cost Or Other Basis$170,719CostOrOtherBasisAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt
Book Value$170,719BookValueAmt
EOYFMV$170,719EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySHINN STEERMAN SHINN ATTYCategoryTxt
Legal Fees$1,938LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,938DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANKING EXPDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990PF EXCISE TAXCategoryTxt
Amt$71Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt