JUDY LEFTWICH CALDER 1990CHARITABLE TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JUDY LEFTWICH CALDER 1990CHARITABLE TRUST (EIN 20-4865461)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-05
IRS object ID
201421259349100542
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-05T14:06:34-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ACCOUNTING & CONSULTING GROUP LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12403 82ND STAddressLine1
CityLUBBOCKCity
StateTXState
ZIP Code794232300ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204865461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDY LEFTWICH CALDER 1990BusinessNameLine1
Business Name Line2CHARITABLE TRUSTBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlJUDYBusinessNameControlTxt
Phone8067917330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 271AddressLine1
CityLUBBOCKCity
StateTXState
ZIP Code79408ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPLAINSCAPITAL BANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8067917330PhoneNum
Signature2014-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY D PENDERGRASSPreparerPersonNm
PTINP00087378PTIN
Phone8067456789PhoneNum
Preparation2014-05-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$131,748FMVAssetsEOYAmt
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$2,762DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,762DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,773NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,773CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,535TotalRevAndExpnssAmt
Total Net Invst Incm$6,535TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$630AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$420AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,700OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,620OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,080OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18TaxesRevAndExpnssAmt
Taxes Net Invst Incm$18TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,268TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,674ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,674ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,442TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,268TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,174TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,907ExcessRevenueOverExpensesAmt
Net Investment Income$4,267NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3CashBOYAmt
Sav And Temp Cash Invst BOY$7,261SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,003SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,003SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$118AcctRcvblAmt
Acct Rcvbl BOY$280AcctRcvblBOYAmt
Acct Rcvbl EOY$118AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$118AcctRcvblEOYFMVAmt
Corporate Stock BOY$113,863CorporateStockBOYAmt
Corporate Stock EOY$111,380CorporateStockEOYAmt
Corporate Stock EOYFMV$123,596CorporateStockEOYFMVAmt
Other Assets BOY$117OtherAssetsBOYAmt
Other Assets EOY$31OtherAssetsEOYAmt
Other Assets EOYFMV$31OtherAssetsEOYFMVAmt
Total Assets BOY$121,524TotalAssetsBOYAmt
Total Assets EOY$119,532TotalAssetsEOYAmt
Total Assets EOYFMV$131,748TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$121,524RetainedEarningBOYAmt
Retained Earning EOY$119,532RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$121,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$119,532TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$121,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$119,532TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$121,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,907ExcessRevenueOverExpensesAmt
Subtotal$119,617SubtotalAmt
Other Decreases$85OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$119,532TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2013-01-012013-12-31$3,336$3,215$121$121
PUBLICLY TRADED SECURITIESP2012-01-012013-12-31$19,171$16,683$2,488$2,488
FieldValueIRS element (for citing)
Capital Gain Net Income$3,773CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$121NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,472AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$125,134NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059712DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,986AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$130,635NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053477DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,242AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$131,221NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047569DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,172AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$126,185NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056837DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,008AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$144,294NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055498DistributionYr5Rt
Total Distribution0.273093TotalDistributionRt
Average Distribution0.054619AverageDistributionRt
Net Vl Noncharitable Assets$127,713NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,976AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$43NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,019AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,174QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Subtotal$85SubtotalAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$116EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$116TotalPaymentsAndCreditsAmt
Overpayment$31OverpaymentAmt
Applied To ES Tax$31AppliedToESTaxAmt

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 BANKBusinessNameLine1
FieldValueIRS element (for citing)
Phone8067917330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 271AddressLine1
CityLUBBOCKCity
StateTXState
ZIP Code79408ZIPCode
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 BANKBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 271AddressLine1
CityLUBBOCKCity
StateTXState
ZIP Code79413ZIPCode
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$4,674Expenses1Amt

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$123,493AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,165AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$129,658TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$129,658AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,945CashDeemedCharitableAmt
Net Vl Noncharitable Assets$127,713NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,386MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,386MinimumInvestmentReturnAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$6,301DistributableBeforeAdjAmt
Distributable Before Ded$6,301DistributableBeforeDedAmt
Distributable As Adjusted$6,301DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,174ExpensesAndContributionsAmt
Qualifying Distributions$6,174QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,174AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,301DistributableAsAdjustedAmt
Undistributed Income PY$4,674UndistributedIncomePYAmt
Qualifying Distributions$6,174QualifyingDistributionsAmt
Applied To Year1$4,674AppliedToYear1Amt
Applied To Current Year$1,500AppliedToCurrentYearAmt
Undistributed Income CY$4,801UndistributedIncomeCYAmt

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 BANKBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14612 LOCUST AVENUEAddressLine1
CityLUBBOCKCity
StateTXState
ZIP Code79404ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSEGrantOrContributionPurposeTxt
Amt$4,674Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,674TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,762ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,773ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,535ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,535TotalIncomeProducingActyAmt

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$630NetInvestmentIncomeAmt
Disbursements Charitable Prps$420DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLAINSCAPITAL BANKBusinessNameLine1

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$111,380EOYBookValueAmt
EOYFMV$123,596EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID TAXES$116$31$31
ROUNDING$1

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionCY FEDERAL INCOME TAXESDescription
Amount$85Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$18Amt
Net Investment Income$18NetInvestmentIncomeAmt

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