JUDY LEFTWICH CALDER CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER CHARITABLE TRUST (EIN 20-4865425)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-22
IRS object ID
202332349349100508
Schema version
2022v5.0
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)
Return2023-08-22T10:54:59-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12403 82ND STREETAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204865425EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDY LEFTWICH CALDER CHARITABLE TRBusinessNameLine1Txt
Business Name Line2PLAINSCAPITAL BANK TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJUDYBusinessNameControlTxt
Phone8067917340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 271AddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPLAINSCAPITAL BANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8067917340PhoneNum
Signature2023-08-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPLAINSCAPITALPersonFirstNm
Person LastBANKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY D PENDERGRASSPreparerPersonNm
PTINP00087378PTIN
Phone8067456789PhoneNum
Preparation2023-08-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$276,393FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,068DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,068DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$44,410NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$816,681GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$40,342TotalRevAndExpnssAmt
Total Net Invst Incm$4,068TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,238AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$138AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,036OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,713OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$323OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,622TaxesRevAndExpnssAmt
Taxes Net Invst Incm$95TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,033TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,046TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$461TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,215ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,215ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,248TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,046TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,676TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,590ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$505CashBOYAmt
Cash EOY$312CashEOYAmt
Cash EOYFMV$312CashEOYFMVAmt
Sav And Temp Cash Invst BOY$40,314SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,406SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,406SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$195,766CorporateStockBOYAmt
Corporate Stock EOY$71,978CorporateStockEOYAmt
Corporate Stock EOYFMV$72,121CorporateStockEOYFMVAmt
Corporate Bonds BOY$103,007CorporateBondsBOYAmt
Corporate Bonds EOY$150,931CorporateBondsEOYAmt
Corporate Bonds EOYFMV$145,553CorporateBondsEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Other Assets EOY$1OtherAssetsEOYAmt
Other Assets EOYFMV$1OtherAssetsEOYFMVAmt
Total Assets BOY$339,593TotalAssetsBOYAmt
Total Assets EOY$281,628TotalAssetsEOYAmt
Total Assets EOYFMV$276,393TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$339,593RetainedEarningBOYAmt
Retained Earning EOY$281,628RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$339,593TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$281,628TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$339,593TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$281,628TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$339,593TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,590ExcessRevenueOverExpensesAmt
Other Increases$2,625OtherIncreasesAmt
Subtotal$281,628SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$281,628TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST COVEREDP$794,078$835,519-$41,441-$41,441
LT COVEREDP$16,399$17,186-$787-$787
ST NONCOVEREDP$6,204$8,386-$2,182-$2,182
FieldValueIRS element (for citing)
Capital Gain Net Income-$44,410CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$760EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$760OverpaymentAmt
Applied To ES Tax$760AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPLAINSCAPITAL BANKIndividualWithBooksNm
Phone8067917355PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 271AddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79408ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPLAINSCAPITAL BANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 271AddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79408ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE MAYO FOUNDATION, A 501(C)(3) CHARITABLE ORGANIZATION.Description1Txt
Expenses1$13,215Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$250,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,309AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$293,363TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$293,363AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$288,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,448MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,448MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$14,448DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,448DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,448DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,676ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,676QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,448DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$713ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$313ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,994ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,020TotalExcessDistributionCyovAmt
Qualifying Distributions$13,676QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,676AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$772ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$772ExcessDistributionCyovAppCYAmt
Total Corpus$2,248TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,248ExcessDistriCyovToNextYrAmt
Excess From Year2$254ExcessFromYear2Amt
Excess From Year1$1,994ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAYO FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 FIRST STREET SWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55905ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSEGrantOrContributionPurposeTxt
Amt$13,215Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,215TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,068ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$44,410ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$40,342ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$40,342TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEESCategoryTxt
Amt$1,375Amt
Net Investment Income$1,238NetInvestmentIncomeAmt
Disbursements Charitable Prps$138DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME SECURITIES$85,742$79,494
ALTERNATIVE ASSETS$65,189$66,059

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECTOR ETF$31,849$32,081
DEVELOPED FOREIGN EQUITY ETF$11,129$11,106
EMERGING MARKET ETF$9,148$8,831
LARGE CAP ETF$9,982$10,077
DEVELOPED FOREIGN EQUITY MF$9,870$10,026

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMINERAL INTERESTSDesc
BOY Book Value$1BOYBookValueAmt
EOY Book Value$1EOYBookValueAmt
EOYFMV$1EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescENDING CORPUS ADJUSTMENTDesc
Amt$2,625Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE FEES$3,229$2,906$323
INVESTMENT FEES$807$807$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$95$95$0
FEDERAL EXCISE TAX$1,527$0$0

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