JUDY LEFTWICH CALDER CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER CHARITABLE TRUST (EIN 20-4865425)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201511319349101146
Schema version
2014v5.0
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)
Return2015-05-11T09:49:41-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN850454285PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ACCOUNTING & CONSULTING GROUP 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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY D PENDERGRASSPreparerPersonNm
PTINP00087378PTIN
Phone8067456789PhoneNum
Preparation2015-05-06PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$318,614FMVAssetsEOYAmt
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$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,066DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,066DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,361NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$74,249GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,361CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,475TotalRevAndExpnssAmt
Total Net Invst Incm$14,475TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$675AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,294OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,147OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,147OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$267TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,915TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,859TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,822TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,889ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,889ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,804TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,859TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,711TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,329ExcessRevenueOverExpensesAmt
Net Investment Income$11,616NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$8CashEOYAmt
Cash EOYFMV$8CashEOYFMVAmt
Sav And Temp Cash Invst BOY$19,693SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,297SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,297SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$470AcctRcvblAmt
Acct Rcvbl BOY$514AcctRcvblBOYAmt
Acct Rcvbl EOY$470AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$470AcctRcvblEOYFMVAmt
US Government Obligations BOY$497USGovernmentObligationsBOYAmt
US Government Obligations EOY$408USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$413USGovtObligationsEOYFMVAmt
Corporate Stock BOY$280,259CorporateStockBOYAmt
Corporate Stock EOY$272,683CorporateStockEOYAmt
Corporate Stock EOYFMV$293,887CorporateStockEOYFMVAmt
Other Assets BOY$771OtherAssetsBOYAmt
Other Assets EOY$539OtherAssetsEOYAmt
Other Assets EOYFMV$539OtherAssetsEOYFMVAmt
Total Assets BOY$301,734TotalAssetsBOYAmt
Total Assets EOY$297,405TotalAssetsEOYAmt
Total Assets EOYFMV$318,614TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$301,734RetainedEarningBOYAmt
Retained Earning EOY$297,405RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$301,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$297,405TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$301,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$297,405TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$301,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,329ExcessRevenueOverExpensesAmt
Subtotal$297,405SubtotalAmt
Tot Net Ast Or Fund Balances EOY$297,405TotNetAstOrFundBalancesEOYAmt

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 SECUIRTIESP2014-01-012014-12-31$5,366$5,030$336$336
PUBLICLY TRADED SECURITIESP2013-01-012014-12-31$63,970$61,769$2,201$2,201
PUBLICLY TRADED SECURITIESP2013-01-012014-12-31$89$89
FieldValueIRS element (for citing)
Capital Gain Net Income$7,361CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$336NetShortTermCapitalGainLossAmt

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$232InvestmentIncomeExciseTaxAmt
Subtotal$232SubtotalAmt
Tax Based On Investment Income$232TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$770EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$770TotalPaymentsAndCreditsAmt
Overpayment$538OverpaymentAmt
Applied To ES Tax$538AppliedToESTaxAmt

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$299,207AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,845AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$318,052TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$318,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,771CashDeemedCharitableAmt
Net Vl Noncharitable Assets$313,281NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,664MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,664MinimumInvestmentReturnAmt
Tax Based On Investment Income$232TaxBasedOnInvestmentIncomeAmt
Total Tax$232TotalTaxAmt
Distributable Before Adj$15,432DistributableBeforeAdjAmt
Distributable Before Ded$15,432DistributableBeforeDedAmt
Distributable As Adjusted$15,432DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,711ExpensesAndContributionsAmt
Qualifying Distributions$15,711QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,711AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,432DistributableAsAdjustedAmt
Undistributed Income PY$12,889UndistributedIncomePYAmt
Qualifying Distributions$15,711QualifyingDistributionsAmt
Applied To Year1$12,889AppliedToYear1Amt
Applied To Current Year$2,822AppliedToCurrentYearAmt
Undistributed Income CY$12,610UndistributedIncomeCYAmt

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$48ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,066ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,361ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,475ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,475TotalIncomeProducingActyAmt

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$1,350Amt
Net Investment Income$675NetInvestmentIncomeAmt
Disbursements Charitable Prps$675DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUND-INTNL FIXED INCOME$14,222$14,092
MUTUAL FUND-TAXABLE FIXED$130,282$128,577
MUTUTAL FUNDS-LARGE CAP$85,358$109,124
MUTUTAL FUNDS-MID CAP
MUTUAL FUNDS-SMALL CAP$14,548$15,713
MUTUTAL FUNDS-INTERNATIONAL$7,025$8,010
MUTUAL FUNDS-ALTERNATIVE$15,902$13,784
MUTAL FUNDS -EMERGING MARKET$5,346$4,587

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$408USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$413USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MINERAL INTERESTS$1$1$1
IRS ESTIMATED PAYMENTS$770$538$538

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT EXPENSE$2$2
ROUDNING$2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$4,294Amt
Net Investment Income$2,147NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,147DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$35$35
CY EXCISE TAX$232

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