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STANLEY GROVER CHARITABLE TRUST: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
STANLEY GROVER CHARITABLE TRUST (EIN 75-2941888)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-08
IRS object ID
201202219349100710
Schema version
2011v1.2
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)
Timestamp2012-08-08T15:39:16-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CREMEENS HARRIS & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14719 TAFT SUITE 5AddressLine1
CityWICHITA FALLSCity
StateTXState
ZIP Code76308ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN752941888EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STANLEY GROVER CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTANNameControl
Phone9405861271Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 400AddressLine1
CityHOLLIDAYCity
StateTXState
ZIP Code76366ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGARY L SCHAEFERName
TitleTRUSTEETitle
Phone9405861271Phone
Date Signed2012-08-08DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMATTHEW HARRISName
Phone9406910126Phone
Date Prepared2012-08-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY186202FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss3299DividendsRevAndExpnss
Dividends Net Invst Incm3299DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss17052NetGainSaleAssetsRevAndExpnss
Gross Sales Price101686GrossSalesPrice
Other Income Rev And Expnss217OtherIncomeRevAndExpnss
Other Income Net Invst Incm217OtherIncomeNetInvstIncm
Total Revenue And Expenses20569TotalRevenueAndExpenses
Total Net Investment Income3517TotalNetInvestmentIncome
Other Expenses Rev And Expnss1116OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss1116TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1300ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1300ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2416TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1300TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses18153ExcessOfRevenueOverExpenses
Net Investment Income3517NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY68256SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY13046SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV13047SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY32455InvestmentsCorpStockBOY
Investments Corp Stock EOY157937InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV173155InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY52119InvestmentsCorpBondsBOY
Total Assets BOY152830TotalAssetsBOY
Total Assets EOY170983TotalAssetsEOY
Total Assets EOYFMV186202TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY174800CapitalStockBOY
Capital Stock EOY174800CapitalStockEOY
Retained Earnings BOY-21970RetainedEarningsBOY
Retained Earnings EOY-3817RetainedEarningsEOY
Total Net Assets BOY152830TotalNetAssetsBOY
Total Net Assets EOY170983TotalNetAssetsEOY
Total Liabilities Net Assets BOY152830TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY170983TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY152830TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses18153ExcessOfRevenueOverExpenses
Subtotal170983Subtotal
Total Net Assets Fund Balances EOY170983TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1800QualifyingDistributionsYear1
Noncharitable Assets Year1164192NoncharitableAssetsYear1
Distribution Ratio Year10.004872DistributionRatioYear1
Qualifying Distributions Year211598QualifyingDistributionsYear2
Noncharitable Assets Year2150688NoncharitableAssetsYear2
Distribution Ratio Year20.076967DistributionRatioYear2
Qualifying Distributions Year37100QualifyingDistributionsYear3
Noncharitable Assets Year3198420NoncharitableAssetsYear3
Distribution Ratio Year30.035783DistributionRatioYear3
Qualifying Distributions Year415016QualifyingDistributionsYear4
Noncharitable Assets Year4181502NoncharitableAssetsYear4
Distribution Ratio Year40.082732DistributionRatioYear4
Qualifying Distributions Year515905QualifyingDistributionsYear5
Noncharitable Assets Year5207868NoncharitableAssetsYear5
Distribution Ratio Year50.076515DistributionRatioYear5
Total Distribution Ratio0.276869TotalDistributionRatio
Average Distribution Ratio0.055374AverageDistributionRatio
Net Noncharitable Assets179652NetNoncharitableAssets
Adjusted Noncharitable Assets9948AdjustedNoncharitableAssets
One Percent Net Investment Income35OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One9983AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1300QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax70InvestmentIncomeExciseTax
Subtotal70Subtotal
Tax Based On Investment Income70TaxBasedOnInvestmentIncome
Tax Due70TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameGARY L SCHAEFERBooksInCareOfPersonName
Books In Care Of Phone Number9405861271BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 400AddressLine1
Address Line2PO BOX 400AddressLine2
CityHOLLIDAYCity
StateTXState
ZIP Code76366ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameGARY L SCHAEFERPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 400AddressLine1
CityHOLLIDAYCity
StateTXState
ZIP Code76366ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0.50AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities173221AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances9167AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets182388TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets182388AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2736CashDeemedCharitable
Net Noncharitable Assets179652NetNoncharitableAssets
Minimum Investment Return8983MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return8983MinimumInvestmentReturn
Tax Based On Investment Income70TaxBasedOnInvestmentIncome
Total Tax70TotalTax
Distributable Amount Before Adj8913DistributableAmountBeforeAdj
Distributable Amount Before Ded8913DistributableAmountBeforeDed
Distributable Amount As Adjusted8913DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1300ExpensesAndContributions
Qualifying Distributions1300QualifyingDistributions
Adj Qualifying Distributions1300AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted8913DistributableAmountAsAdjusted
Excess Distri Carryover Year45634ExcessDistriCarryoverYear4
Excess Distri Carryover Year24068ExcessDistriCarryoverYear2
Total Excess Distri Carryover9702TotalExcessDistriCarryover
Qualifying Distributions1300QualifyingDistributions
Applied To Current Year1300AppliedToCurrentYear
Excess Distri Cyov App CY Corpus7613ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY7613ExcessDistriCyovAppliedCY
Total Corpus2089TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year2089ExcessDistriCyovToNextYear
Excess From Year22089ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Form And Info And MaterialsAPPLICATIONS MUST BE WRITTEN AND INCLUDE THE AMOUNT AND PURPOSE OF THE REQUEST.FormAndInfoAndMaterials
Restrictions On AwardsRESTRICTED TO CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
NORTHWEST TEXAS COUNCIL-B
3604 MAPLEWOODWICHITA FALLSTX76308N/APUBLICOPERATIONAL SUPPORT$500
WICHITA FALLS AREA FOOD BANK
1230 MIDWESTERN PARKWAYWICHITA FALLSTX76302N/APUBLICOPERATIONAL SUPPORT$500
UNIVERSITY KIWANIS CLUB
1801 9TH STWICHITA FALLSTX76302N/APUBLICOPERATIONAL SUPPORT$300
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1300TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,299ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code15ExclusionCode
Exclusion$217ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Related Or Exempt Function Income17052RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,517ExclusionAmount
Related Or Exempt Function Income17052RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA20569TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Compensation Explanation CompensationExplanation

Compensation Compensation

FieldValueIRS element (for citing)
Person NameGARY L SCHAEFERPersonName

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (7 entries)

NameNameHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNetDate AcquiredDateAcquired
TA SHORT TERM BOND CPURCHASE2011-01186918627
TA SHORT TERM BOND CPURCHASE2011-01511204979913212009-10
TA SHORT TERM BOND CPURCHASE2011-0112122009-10
TA SHORT TERM BOND CPURCHASE2011-0118718432009-11
TA SHORT TERM BOND CPURCHASE2011-0124824352009-12
TA SHORT TERM BOND CPURCHASE2011-01807912010-01
SAN JUAN BASIN ROYALTY TRPURCHASE2011-014817032455157152001-04

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondMORGAN STANLEY BONDSNameOfBond

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMORGAN STANLEY STOCKSNameOfStock
EOY Book Value157937EOYBookValue
EOYFMV173155EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
ACCOUNTING FEES935
BANK CHARGES95
INTEREST86

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionSAN JUAN BASIN ROYALTY TRSTDescription
Revenue And Expenses Per Books217RevenueAndExpensesPerBooks
Net Investment Income217NetInvestmentIncome