JUDY LEFTWICH CALDER CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JUDY LEFTWICH CALDER CHARITABLE TRUST (EIN 20-4865425)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-05
- IRS object ID
- 201411259349100541
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-05T14:06:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTING & CONSULTING GROUP LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 82ND ST | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 794232300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204865425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY LEFTWICH CALDER CHARITABLE TR | BusinessNameLine1 |
| Business Name Line2 | PLAINSCAPITAL BANK TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDY | BusinessNameControlTxt |
| Phone | 8067917340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271 | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79408 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PLAINSCAPITAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8067917340 | PhoneNum |
| Signature | 2014-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JIMMY D PENDERGRASS | PreparerPersonNm |
| PTIN | P00087378 | PTIN |
| Phone | 8067456789 | PhoneNum |
| Preparation | 2014-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $319,266 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $56 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,946 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,058 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,209 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,525 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,683 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,588 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $17,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,693 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,693 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $514 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,221 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $514 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $514 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $578 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $497 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $503 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $286,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $280,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $297,785 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $983 | OtherAssetsBOYAmt |
| Other Assets EOY | $771 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $771 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $306,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $319,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $306,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $301,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $306,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $301,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $306,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $306,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,546 | ExcessRevenueOverExpensesAmt |
| Subtotal | $301,946 | SubtotalAmt |
| Other Decreases | $212 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $301,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2013-01-01 | 2013-12-31 | $86,323 | $85,692 | $631 | $631 |
| PUBLICLY TRADED SECURITIES | P | 2012-01-01 | 2013-12-31 | $19,908 | $16,509 | $3,399 | $3,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,946 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $631 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $212 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $212 | SubtotalAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $982 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $982 | TotalPaymentsAndCreditsAmt |
| Overpayment | $770 | OverpaymentAmt |
| Applied To ES Tax | $770 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLAINSCAPITAL BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8067917355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271 | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLAINSCAPITAL BANK | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271 | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE MAYO FOUNDATION, A 501(C)(3) CHARITABLE ORGANIZATION. | Description1Txt |
| Expenses1 | $12,850 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $299,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $312,357 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $312,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $307,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $212 | TotalTaxAmt |
| Distributable Before Adj | $15,172 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,172 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,133 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,133 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,133 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,850 | UndistributedIncomePYAmt |
| Qualifying Distributions | $15,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,850 | AppliedToYear1Amt |
| Applied To Current Year | $2,283 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,889 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYO FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIRST STREET SW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $12,850 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,058 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLAINSCAPITAL BANK | BusinessNameLine1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUND-INTNL FIXED INCOME | $14,222 | $14,862 |
| MUTUAL FUND-TAXABLE FIXED | $138,129 | $132,681 |
| MUTUTAL FUNDS-LARGE CAP | $69,829 | $86,465 |
| MUTUTAL FUNDS-MID CAP | $6,908 | $8,246 |
| MUTUAL FUNDS-SMALL CAP | $14,548 | $19,088 |
| MUTUTAL FUNDS-INTERNATIONAL | $12,472 | $14,865 |
| MUTUAL FUNDS-ALTERNATIVE | $16,531 | $14,580 |
| MUTAL FUNDS -EMERGING MARKET | $7,620 | $6,998 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $497 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $503 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERAL INTERESTS | $1 | $1 | $1 |
| IRS ESTIMATED PAYMENTS | $982 | $770 | $770 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CY EXCISE TAX | Description |
| Amount | $212 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSE | $3 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $4,209 | Amt |
| Net Investment Income | $2,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,683 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $42 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
Comments