JUDY LEFTWICH CALDER 1990CHARITABLE TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER 1990CHARITABLE TRUST (EIN 20-4865461)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201611349349100956
Schema version
2015v2.1
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)
Return2016-05-13T10:55:27-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY D PENDERGRASSPreparerPersonNm
PTINP00087378PTIN
Phone8067456789PhoneNum
Preparation2016-05-04PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$116,278FMVAssetsEOYAmt
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$2,567DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,567DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,270NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$97,728GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,270CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,837TotalRevAndExpnssAmt
Total Net Invst Incm$9,837TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,700OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,518OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,182OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$48TaxesRevAndExpnssAmt
Taxes Net Invst Incm$19TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,748TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,037TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,682TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,347ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,347ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,095TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,037TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,029TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$258ExcessRevenueOverExpensesAmt
Net Investment Income$7,800NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3CashBOYAmt
Sav And Temp Cash Invst BOY$8,353SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,290SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,290SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$61AcctRcvblAmt
Acct Rcvbl BOY$100AcctRcvblBOYAmt
Acct Rcvbl EOY$61AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$61AcctRcvblEOYFMVAmt
Corporate Stock BOY$110,010CorporateStockBOYAmt
Corporate Stock EOY$112,857CorporateStockEOYAmt
Corporate Stock EOYFMV$110,927CorporateStockEOYFMVAmt
Total Assets BOY$118,466TotalAssetsBOYAmt
Total Assets EOY$118,208TotalAssetsEOYAmt
Total Assets EOYFMV$116,278TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$118,466RetainedEarningBOYAmt
Retained Earning EOY$118,208RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$118,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$118,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$118,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$118,208TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$118,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$258ExcessRevenueOverExpensesAmt
Subtotal$118,208SubtotalAmt
Tot Net Ast Or Fund Balances EOY$118,208TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2015-01-012015-12-31$2,718$3,048-$330-$330
PUBLICLY TRADED SECURITIESP2014-01-012015-12-31$83,372$77,643$5,729$5,729
PUBLICLY TRADED SECURITIESP2014-01-012015-12-31$8,850$9,767-$917-$917
FieldValueIRS element (for citing)
Capital Gain Net Income$7,270CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,991AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$129,198NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054111DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,174AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$127,713NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048343DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,472AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$125,134NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059712DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,986AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$130,635NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053477DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,242AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$131,221NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047569DistributionYr5Rt
Total Distribution0.263212TotalDistributionRt
Average Distribution0.052642AverageDistributionRt
Net Vl Noncharitable Assets$121,665NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,405AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$78NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,483AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,029QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$78InvestmentIncomeExciseTaxAmt
Subtotal$78SubtotalAmt
Tax Based On Investment Income$78TaxBasedOnInvestmentIncomeAmt
Tax Due$78TaxDueAmt

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 Pos10.00AverageHrsPerWkDevotedToPosRt
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$6,347Expenses1Amt

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$118,179AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,339AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$123,518TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$123,518AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,853CashDeemedCharitableAmt
Net Vl Noncharitable Assets$121,665NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,083MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,083MinimumInvestmentReturnAmt
Tax Based On Investment Income$78TaxBasedOnInvestmentIncomeAmt
Total Tax$78TotalTaxAmt
Distributable Before Adj$6,005DistributableBeforeAdjAmt
Distributable Before Ded$6,005DistributableBeforeDedAmt
Distributable As Adjusted$6,005DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,029ExpensesAndContributionsAmt
Qualifying Distributions$8,029QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$78PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,951AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,005DistributableAsAdjustedAmt
Undistributed Income PY$4,150UndistributedIncomePYAmt
Qualifying Distributions$8,029QualifyingDistributionsAmt
Applied To Year1$4,150AppliedToYear1Amt
Applied To Current Year$3,879AppliedToCurrentYearAmt
Undistributed Income CY$2,126UndistributedIncomeCYAmt

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$6,347Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,347TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,567ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,270ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,837ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,837TotalIncomeProducingActyAmt

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$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$112,857EOYBookValueAmt
EOYFMV$110,927EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PLAINSCAPITAL BANK TRUSTEE FEES$1,016$508$508
PLAINSCAPITAL BANK ADMIN FEE$1,347$673$674
PLAINS CAPITAL BANK INVEMENT FEE$337$337

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$19$19
FEDERAL EXCISE TAX$29

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