JUDY LEFTWICH CALDER CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JUDY LEFTWICH CALDER CHARITABLE TRUST (EIN 20-4865425)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201321309349101442
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T15:53:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTING & CONSULTING GROUP LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204865425 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | JUDY | NameControl |
| Phone | 8067917340 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PLAINSCAPITAL BANK | Name |
| Title | TRUSTEE | Title |
| Phone | 8067917340 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMY D PENDERGRASS | Name |
| Phone | 8067456789 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 311809 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 125 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 125 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 9159 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9109 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3043 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 446484 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3043 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 12327 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12277 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 990 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 660 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4214 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2528 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1686 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 222 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 48 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 3 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 6089 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3569 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2346 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14620 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14620 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20709 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3569 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16966 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8382 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8708 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 407 | CashBOY |
| Cash EOY | 4 | CashEOY |
| Cash EOYFMV | 4 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 17096 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17169 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17169 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1221 | AccountsReceivable |
| Accounts Receivable BOY | 770 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1221 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1221 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 652 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 578 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 585 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 296907 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 286537 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 292830 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 1 | OtherAssetsBOY |
| Other Assets EOY | 983 | OtherAssetsEOY |
| Total Assets BOY | 315833 | TotalAssetsBOY |
| Total Assets EOY | 306492 | TotalAssetsEOY |
| Total Assets EOYFMV | 311809 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 959 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 959 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 314874 | RetainedEarningsBOY |
| Retained Earnings EOY | 306492 | RetainedEarningsEOY |
| Total Net Assets BOY | 314874 | TotalNetAssetsBOY |
| Total Net Assets EOY | 306492 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 315833 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 306492 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 314874 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8382 | ExcessOfRevenueOverExpenses |
| Subtotal | 306492 | Subtotal |
| Total Net Assets Fund Balances EOY | 306492 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2012-01-01 | 2012-12-31 | 264193 | 263366 | 827 | 827 |
| PUBLICLY TRADED SECURITIES | P | 2011-01-01 | 2012-12-31 | 180802 | 180075 | 727 | 727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3043 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 827 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 174 | InvestmentIncomeExciseTax |
| Subtotal | 174 | Subtotal |
| Tax Based On Investment Income | 174 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1156 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1156 | TotalCreditsAndPayments |
| Overpayment | 982 | Overpayment |
| Amount Credited To Next Year | 982 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLAINSCAPITAL BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8067917355 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
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 | Title |
| Avg Hours Per Wk Devoted To Position | 10.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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. | Description1 |
| Expenses1 | 14620 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 297675 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14402 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 312077 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 312077 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4681 | CashDeemedCharitable |
| Net Noncharitable Assets | 307396 | NetNoncharitableAssets |
| Minimum Investment Return | 15370 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15370 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 174 | TaxBasedOnInvestmentIncome |
| Total Tax | 174 | TotalTax |
| Distributable Amount Before Adj | 15196 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15196 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15196 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16966 | ExpensesAndContributions |
| Qualifying Distributions | 16966 | QualifyingDistributions |
| Adj Qualifying Distributions | 16966 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15196 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 14620 | UndistributedIncomePriorYear |
| Qualifying Distributions | 16966 | QualifyingDistributions |
| Applied To Year1 | 14620 | AppliedToYear1 |
| Applied To Current Year | 2346 | AppliedToCurrentYear |
| Undistributed Income CY | 12850 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
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) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL PURPOSE | PurposeOfGrantOrContribution |
| Amount | $14,620 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14620 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $125 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,159 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,043 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,327 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12327 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,650 | Amount |
| Net Investment Income | 990 | NetInvestmentIncome |
| Disbursements Charitable Prps | 660 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLAINSCAPITAL BANK | BusinessNameLine1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (15 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUND-INTNL FIXED INCOME | 21081 | 22439 |
| MUTUAL FUND-TAXABLE FIXED | 199851 | 200514 |
| MUTUTAL FUNDS-LARGE CAP | 40860 | 43123 |
| MUTUTAL FUNDS-MID CAP | 3122 | 3195 |
| MUTUAL FUNDS-SMALL CAP | 6889 | 7872 |
| MUTUTAL FUNDS-INTERNATIONAL | 6458 | 7373 |
| MUTUAL FUNDS-ALTERNATIVE | 8276 | 8314 |
| LARGE CAP ETF | ||
| MID CAP ETF | ||
| SMALL CAP ETF | ||
| ETF/CEF - TAXABLE FIXED INCOME | ||
| ETF/CEF - ALTERNATIVE | ||
| EMERGING MARKET ETF | ||
| ETF/CEF - FOREIGN | ||
| ETF/CEF - FORIEGN TAXABLE FIXES |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 578 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 585 | USGovtSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| MINERAL INTERESTS | 1 | 1 |
| IRS ESTIMATED PAYMENTS | 982 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSE | 3 | 3 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX PAYABLE | Description |
| BOY Book Value | 959 | BOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $4,214 | Amount |
| Net Investment Income | 2528 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1686 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $48 | 48 |
| 2012 EXCISE TAXES | $174 |
Comments