JUDY LEFTWICH CALDER CHARITABLE TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER CHARITABLE TRUST (EIN 20-4865425)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201711359349102401
Schema version
2016v3.0
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)
Return2017-05-15T10:33:06-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN850454285PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RPC CPAS CONSULTANTS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12403 82ND STAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP794232300ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY D PENDERGRASSPreparerPersonNm
PTINP00087378PTIN
Phone8067456789PhoneNum
Preparation2017-05-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdE12EF51670467A2C5864C6272F84A23AE842429DAtSubmissionCreationDeviceId
At Submission Filing Device Id0DE5EF2C319730D69AC29554433FC997142E7A11AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$300,934FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,781DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,781DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$400NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$316,129GrossSalesPriceAmt
Total Rev And Expnss$7,407TotalRevAndExpnssAmt
Total Net Invst Incm$7,807TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$650AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,992OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,406OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,586OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$155TaxesRevAndExpnssAmt
Taxes Net Invst Incm$107TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,447TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,163TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,236TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,472TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,163TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,261TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,065ExcessRevenueOverExpensesAmt
Net Investment Income$4,644NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26CashBOYAmt
Cash EOY$9CashEOYAmt
Cash EOYFMV$9CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,590SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,306SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,306SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$446AcctRcvblBOYAmt
US Government Obligations BOY$307USGovernmentObligationsBOYAmt
US Government Obligations EOY$195USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$197USGovtObligationsEOYFMVAmt
Corporate Stock BOY$276,850CorporateStockBOYAmt
Corporate Stock EOY$267,219CorporateStockEOYAmt
Corporate Stock EOYFMV$287,186CorporateStockEOYFMVAmt
Other Assets BOY$285OtherAssetsBOYAmt
Other Assets EOY$237OtherAssetsEOYAmt
Other Assets EOYFMV$236OtherAssetsEOYFMVAmt
Total Assets BOY$294,504TotalAssetsBOYAmt
Total Assets EOY$280,966TotalAssetsEOYAmt
Total Assets EOYFMV$300,934TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$294,504RetainedEarningBOYAmt
Retained Earning EOY$280,966RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$294,504TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$280,966TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$294,504TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$280,966TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$294,504TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,065ExcessRevenueOverExpensesAmt
Subtotal$281,439SubtotalAmt
Other Decreases$473OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$280,966TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2016-01-012016-12-31$235,841$241,317-$5,476-$5,476
PUBLICLY TRADED SECURITIESP2015-01-012016-12-31$79,653$75,100$4,553$4,553
PUBLICLY TRADED SECURITIESP2015-01-012016-12-31$112$112
PUBLICY TRADED SECURITIESP2015-01-012016-12-31$2$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income-$400CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,197AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$300,480NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050576DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,711AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$313,281NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050150DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,133AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$307,672NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049185DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,966AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$307,396NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055193DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,355AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$316,836NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.083182DistributionYr5Rt
Total Distribution0.288286TotalDistributionRt
Average Distribution0.057657AverageDistributionRt
Net Vl Noncharitable Assets$289,946NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,717AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$46NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16,763AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,261QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$46InvestmentIncomeExciseTaxAmt
Subtotal$46SubtotalAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$287EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$287TotalPaymentsAndCreditsAmt
Overpayment$241OverpaymentAmt
Applied To ES Tax$241AppliedToESTaxAmt

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
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 Line1PLAINSCAPITAL BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
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 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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLAINSCAPITAL BANKBusinessNameLine1Txt

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 Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$15,025Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$282,589AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,772AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$294,361TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$294,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,415CashDeemedCharitableAmt
Net Vl Noncharitable Assets$289,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,497MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,497MinimumInvestmentReturnAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Total Tax$46TotalTaxAmt
Distributable Before Adj$14,451DistributableBeforeAdjAmt
Distributable Before Ded$14,451DistributableBeforeDedAmt
Distributable As Adjusted$14,451DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,261ExpensesAndContributionsAmt
Qualifying Distributions$17,261QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$46PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,215AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,451DistributableAsAdjustedAmt
Undistributed Income PY$12,186UndistributedIncomePYAmt
Qualifying Distributions$17,261QualifyingDistributionsAmt
Applied To Year1$12,186AppliedToYear1Amt
Applied To Current Year$5,075AppliedToCurrentYearAmt
Undistributed Income CY$9,376UndistributedIncomeCYAmt

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$15,025Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,025TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,781ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$400ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,407ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,407TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,300Amt
Net Investment Income$650NetInvestmentIncomeAmt
Disbursements Charitable Prps$650DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS-SMALL CAP$8,697$9,381
MUTAL FUNDS -EMERGING MARKET$21,600$24,952
MUTUAL FUNDS-CORE INCOME$27,116$26,219
MUTUAL FUNDS-DEVELOPED FOREIGN EQUIT$19,597$18,835
MUTUAL FUND-LONG/SHORT$42,404$43,669
MUTUAL FUND HIGH YEILD BOND$35,162$35,934
MUTUAL FUND FOREIGN BOND$26,955$28,082
MUTUAL FUND TACTICAL SHOT DURATION M
LARGE CAP EQUITY$29,592$36,014
MID CAP EQUITY$11,367$16,733
REIT EQUITY$1,567$1,578
MUTUAL FUNDS-CORE EQUITY$29,684$30,742
MUTUAL FUND-MLP$3,883$4,827
CORE EQUITY ETF$7,140$7,314
SECTOR ETF$2,455$2,906

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$195USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$197USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MINERAL INTERESTS$1$1
IRS ESTIMATED PAYMENTS$284$236$236

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$473Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE FEES$3,172$1,586$1,586
INVESTMENT FEES$820$820

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$107$107
CY EXCISE TAX$48

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