JUDY LEFTWICH CALDER 1990CHARITABLE TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER 1990CHARITABLE TRUST (EIN 20-4865461)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201731359349101943
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)
EIN204865461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDY LEFTWICH CALDER 1990BusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJUDYBusinessNameControlTxt
Phone8067917330PhoneNum

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 TitleCORP TRUSTEEPersonTitleTxt
Phone8067917330PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY D PENDERGRASSPreparerPersonNm
PTINP00087378PTIN
Phone8067456789PhoneNum
Preparation2017-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdE12EF51670467A2C5864C6272F84A23AE842429DAtSubmissionCreationDeviceId
At Submission Filing Device IdB05EBC891E4031DC907C683849489865E346EC5CAtSubmissionFilingDeviceId
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$114,888FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,432DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,432DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$170,752GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,917CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$5,360TotalRevAndExpnssAmt
Total Net Invst Incm$5,349TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,700OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,506OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,194OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$117TaxesRevAndExpnssAmt
Taxes Net Invst Incm$39TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,917TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,095TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,744TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,083ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,083ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,095TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,827TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,640ExcessRevenueOverExpensesAmt
Net Investment Income$3,254NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,290SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,722SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,722SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$61AcctRcvblBOYAmt
Corporate Stock BOY$112,857CorporateStockBOYAmt
Corporate Stock EOY$109,772CorporateStockEOYAmt
Corporate Stock EOYFMV$111,164CorporateStockEOYFMVAmt
Total Assets BOY$118,208TotalAssetsBOYAmt
Total Assets EOY$113,496TotalAssetsEOYAmt
Total Assets EOYFMV$114,888TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$118,208RetainedEarningBOYAmt
Retained Earning EOY$113,496RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$118,208TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,496TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$118,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,496TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$118,208TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,640ExcessRevenueOverExpensesAmt
Subtotal$113,568SubtotalAmt
Other Decreases$72OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$113,496TotNetAstOrFundBalancesEOYAmt

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 SECURTIESP2016-01-012016-12-31$143,193$142,807$386$386
PUBLICLY TRADED SECURITIESP2015-01-012016-12-31$16,078$17,016-$938-$938
PUBLICLY TRADED SECURITIESP2015-01-012016-12-31$11,078$8,012$3,066$3,066
PUBLICLY TRADED SECURITIESP2015-01-012016-12-31$1$1$1
FieldValueIRS element (for citing)
Capital Gain Net Income$2,917CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$386NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,951AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$121,665NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065352DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,991AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$129,198NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054111DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,174AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$127,713NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048343DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,472AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$125,134NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059712DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,986AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$130,635NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053477DistributionYr5Rt
Total Distribution0.280995TotalDistributionRt
Average Distribution0.056199AverageDistributionRt
Net Vl Noncharitable Assets$113,748NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,393AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$33NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,426AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,827QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$33InvestmentIncomeExciseTaxAmt
Subtotal$33SubtotalAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Tax Due$33TaxDueAmt

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
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)
Phone8067917330PhoneNum

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
ZIP79413ZIPCd
FieldValueIRS element (for citing)
TitleCORP TRUSTEETitleTxt
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 CHARITABLE TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE SOUTH PLAINS FOOD BANK, INC., A 501(C)(3) CHARITABLE ORGANIZATION.Description1Txt
Expenses1$6,083Expenses1Amt

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$109,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,781AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$115,480TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$115,480AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,732CashDeemedCharitableAmt
Net Vl Noncharitable Assets$113,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,687MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,687MinimumInvestmentReturnAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Total Tax$33TotalTaxAmt
Distributable Before Adj$5,654DistributableBeforeAdjAmt
Distributable Before Ded$5,654DistributableBeforeDedAmt
Distributable As Adjusted$5,654DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,827ExpensesAndContributionsAmt
Qualifying Distributions$7,827QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$33PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,794AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,654DistributableAsAdjustedAmt
Undistributed Income PY$2,126UndistributedIncomePYAmt
Qualifying Distributions$7,827QualifyingDistributionsAmt
Applied To Year1$2,126AppliedToYear1Amt
Applied To Current Year$5,654AppliedToCurrentYearAmt
Remaining Distri From Corpus$47RemainingDistriFromCorpusAmt
Total Corpus$47TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$47ExcessDistriCyovToNextYrAmt
Excess From Current Year$47ExcessFromCurrentYearAmt

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 Line1SOUTH PLAINS FOOD BANKBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14612 LOCUST AVENUEAddressLine1Txt
CityLUBBOCKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79404ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSEGrantOrContributionPurposeTxt
Amt$6,083Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,083TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,432ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,917ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Exclusion18ExclusionCd
Exclusion$11ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,360ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,360TotalIncomeProducingActyAmt

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$1,100Amt
Net Investment Income$550NetInvestmentIncomeAmt
Disbursements Charitable Prps$550DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$99,762$100,790
EQUITIES$10,010$10,374

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$11RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PLAINSCAPITAL BANK TRUSTEE FEES$1,140$570$570
PLAINSCAPITAL BANK ADMIN FEE$1,248$624$624
PLAINS CAPITAL BANK INVEMENT FEE$312$312

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$39$39
FEDERAL EXCISE TAX$78

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.