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

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER CHARITABLE TRUST (EIN 20-4865425)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201631349349101378
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)
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
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$291,758FMVAssetsEOYAmt
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$36InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,383DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,383DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,348NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$337,747GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,348CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,767TotalRevAndExpnssAmt
Total Net Invst Incm$15,767TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$650AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,146OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,488OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,658OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$333TaxesRevAndExpnssAmt
Taxes Net Invst Incm$79TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,779TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,217TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,308TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,889ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,889ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,668TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,217TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,197TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,901ExcessRevenueOverExpensesAmt
Net Investment Income$12,550NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8CashBOYAmt
Cash EOY$26CashEOYAmt
Cash EOYFMV$26CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,590SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,590SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$446AcctRcvblAmt
Acct Rcvbl BOY$470AcctRcvblBOYAmt
Acct Rcvbl EOY$446AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$446AcctRcvblEOYFMVAmt
US Government Obligations BOY$408USGovernmentObligationsBOYAmt
US Government Obligations EOY$307USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$312USGovtObligationsEOYFMVAmt
Corporate Stock BOY$272,683CorporateStockBOYAmt
Corporate Stock EOY$276,850CorporateStockEOYAmt
Corporate Stock EOYFMV$274,099CorporateStockEOYFMVAmt
Other Assets BOY$539OtherAssetsBOYAmt
Other Assets EOY$285OtherAssetsEOYAmt
Other Assets EOYFMV$285OtherAssetsEOYFMVAmt
Total Assets BOY$297,405TotalAssetsBOYAmt
Total Assets EOY$294,504TotalAssetsEOYAmt
Total Assets EOYFMV$291,758TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$297,405RetainedEarningBOYAmt
Retained Earning EOY$294,504RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$297,405TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$294,504TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$297,405TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$294,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$297,405TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,901ExcessRevenueOverExpensesAmt
Subtotal$294,504SubtotalAmt
Tot Net Ast Or Fund Balances EOY$294,504TotNetAstOrFundBalancesEOYAmt

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$89,058$94,876-$5,818-$5,818
PUBLICLY TRADED SECURITIESP2014-01-012015-12-31$248,026$235,423$12,603$12,603
PUBLICLY TRADED SECURITIESP2014-01-012015-12-31$100$100
FieldValueIRS element (for citing)
Capital Gain Net Income$7,348CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$251InvestmentIncomeExciseTaxAmt
Subtotal$251SubtotalAmt
Tax Based On Investment Income$251TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$538EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$538TotalPaymentsAndCreditsAmt
Overpayment$287OverpaymentAmt
Applied To ES Tax$287AppliedToESTaxAmt

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 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 TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE MAYO FOUNDATION, A 501(C)(3) CHARITABLE ORGANIZATION.Description1Txt
Expenses1$12,889Expenses1Amt

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$290,418AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$305,056TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$305,056AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$300,480NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,024MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,024MinimumInvestmentReturnAmt
Tax Based On Investment Income$251TaxBasedOnInvestmentIncomeAmt
Total Tax$251TotalTaxAmt
Distributable Before Adj$14,773DistributableBeforeAdjAmt
Distributable Before Ded$14,773DistributableBeforeDedAmt
Distributable As Adjusted$14,773DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,197ExpensesAndContributionsAmt
Qualifying Distributions$15,197QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,197AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,773DistributableAsAdjustedAmt
Undistributed Income PY$12,610UndistributedIncomePYAmt
Qualifying Distributions$15,197QualifyingDistributionsAmt
Applied To Year1$12,610AppliedToYear1Amt
Applied To Current Year$2,587AppliedToCurrentYearAmt
Undistributed Income CY$12,186UndistributedIncomeCYAmt

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$12,889Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,889TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,383ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,348ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,767ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,767TotalIncomeProducingActyAmt

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 (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUND-INTNL FIXED INCOME
MUTUAL FUND-TAXABLE FIXED
MUTUTAL FUNDS-LARGE CAP
MUTUTAL FUNDS-MID CAP
MUTUAL FUNDS-SMALL CAP$29,801$28,697
MUTUTAL FUNDS-INTERNATIONAL
MUTUAL FUNDS-ALTERNATIVE
MUTAL FUNDS -EMERGING MARKET$19,869$18,868
MUTUAL FUNDS-CORE INCOME$35,108$34,298
MUTUAL FUNDS-DEVELOPED FOREIGN EQUIT$33,392$32,054
MUTUAL FUND-LONG/SHORT$18,433$18,364
MUTUAL FUND HIGH YEILD BOND$2,400$2,328
MUTUAL FUND FOREIGN BOND$30,817$29,673
MUTUAL FUND TACTICAL SHOT DURATION M$21,223$21,223
LARGE CAP EQUITY$60,313$61,082
MID CAP EQUITY$23,494$25,364
REIT EQUITY$2,000$2,148

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$307USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$312USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MINERAL INTERESTS$1$1$1
IRS ESTIMATED PAYMENTS$538$284$284

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE FEES$3,317$1,659$1,658
INVESTMENT FEES$829$829

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$79$79
CY EXCISE TAX$254

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