JUDY LEFTWICH CALDER 1990CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER 1990CHARITABLE TRUST (EIN 20-4865461)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201511349349102461
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)
Return2015-05-14T13:58:44-05:00ReturnTs
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)
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 TitleTRUSTEEPersonTitleTxt
Phone8067917330PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY D PENDERGRASSPreparerPersonNm
PTINP00087378PTIN
Phone8067456789PhoneNum
Preparation2015-05-11PreparationDt
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$130,596FMVAssetsEOYAmt
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$2,896DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,896DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,629NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,092GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,629CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,525TotalRevAndExpnssAmt
Total Net Invst Incm$7,525TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$420AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$630AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,700OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,080OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,620OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$40TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,790TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,509TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,801ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,801ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,591TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,509TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,051TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,066ExcessRevenueOverExpensesAmt
Net Investment Income$6,016NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3CashEOYAmt
Cash EOYFMV$3CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,003SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,353SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,353SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$100AcctRcvblAmt
Acct Rcvbl BOY$118AcctRcvblBOYAmt
Acct Rcvbl EOY$100AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$100AcctRcvblEOYFMVAmt
Corporate Stock BOY$111,380CorporateStockBOYAmt
Corporate Stock EOY$110,010CorporateStockEOYAmt
Corporate Stock EOYFMV$122,140CorporateStockEOYFMVAmt
Other Assets BOY$31OtherAssetsBOYAmt
Total Assets BOY$119,532TotalAssetsBOYAmt
Total Assets EOY$118,466TotalAssetsEOYAmt
Total Assets EOYFMV$130,596TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$119,532RetainedEarningBOYAmt
Retained Earning EOY$118,466RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$119,532TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$118,466TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$119,532TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$118,466TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$119,532TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,066ExcessRevenueOverExpensesAmt
Subtotal$118,466SubtotalAmt
Tot Net Ast Or Fund Balances EOY$118,466TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2014-01-012014-12-31$2,155$2,016$139$139
PUBLICLY TRADED SECURITIESP2013-01-012014-12-31$16,427$16,255$172$172
PUBLICLY TRADED SECURITIESP2013-01-012014-12-31$12,517$10,192$2,325$2,325
FieldValueIRS element (for citing)
Capital Gain Net Income$4,629CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$139NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,174AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$127,713NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048343DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,472AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$125,134NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059712DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,986AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$130,635NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053477DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,242AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$131,221NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047569DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,172AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$126,185NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056837DistributionYr5Rt
Total Distribution0.265938TotalDistributionRt
Average Distribution0.053188AverageDistributionRt
Net Vl Noncharitable Assets$129,198NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,872AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$60NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,932AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,051QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$60InvestmentIncomeExciseTaxAmt
Subtotal$60SubtotalAmt
Tax Based On Investment Income$60TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$31TotalPaymentsAndCreditsAmt
Tax Due$29TaxDueAmt

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$4,801Expenses1Amt

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$124,089AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$131,165TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$131,165AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,967CashDeemedCharitableAmt
Net Vl Noncharitable Assets$129,198NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,460MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,460MinimumInvestmentReturnAmt
Tax Based On Investment Income$60TaxBasedOnInvestmentIncomeAmt
Total Tax$60TotalTaxAmt
Distributable Before Adj$6,400DistributableBeforeAdjAmt
Distributable Before Ded$6,400DistributableBeforeDedAmt
Distributable As Adjusted$6,400DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,051ExpensesAndContributionsAmt
Qualifying Distributions$7,051QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$60PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,991AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,400DistributableAsAdjustedAmt
Undistributed Income PY$4,801UndistributedIncomePYAmt
Qualifying Distributions$7,051QualifyingDistributionsAmt
Applied To Year1$4,801AppliedToYear1Amt
Applied To Current Year$2,250AppliedToCurrentYearAmt
Undistributed Income CY$4,150UndistributedIncomeCYAmt

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$4,801Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,801TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,896ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,993ExclusionAmt
Related Or Exempt Function Incm$2,636RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,889ExclusionAmt
Related Or Exempt Function Incm$2,636RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,525TotalIncomeProducingActyAmt

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$1,050Amt
Net Investment Income$420NetInvestmentIncomeAmt
Disbursements Charitable Prps$630DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$110,010EOYBookValueAmt
EOYFMV$122,140EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
BOY Book Value$31BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPLAINSCAPITAL BANK TRUSTEE FEESCategoryTxt
Amt$2,700Amt
Net Investment Income$1,080NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,620DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$9$9
FEDERAL EXCISE TAX 2013 OP APPL$31

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