JUDY LEFTWICH CALDER CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JUDY LEFTWICH CALDER CHARITABLE TRUST (EIN 20-4865425)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349102190
- Schema version
- 2011v1.2
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:53:17-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMY D PENDERGRASS | Name |
| Phone | 8067456789 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 311858 | 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 |
| Dividends Rev And Expnss | 8259 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8194 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 55634 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 273368 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 55634 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 63893 | TotalRevenueAndExpenses |
| Total Net Investment Income | 63828 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1650 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 4363 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4363 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4617 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 66 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 10630 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6079 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 26355 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 26355 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36985 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6079 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 26355 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 26908 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 57749 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 251 | CashBOY |
| Cash EOY | 407 | CashEOY |
| Cash EOYFMV | 407 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 56739 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17096 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17096 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 770 | AccountsReceivable |
| Accounts Receivable BOY | 197 | AccountsReceivableBOY |
| Accounts Receivable EOY | 770 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 770 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 718 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 652 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 660 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 229845 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 296907 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 292925 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 216 | OtherAssetsBOY |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 287966 | TotalAssetsBOY |
| Total Assets EOY | 315833 | TotalAssetsEOY |
| Total Assets EOYFMV | 311858 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 959 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 959 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 287966 | RetainedEarningsBOY |
| Retained Earnings EOY | 314874 | RetainedEarningsEOY |
| Total Net Assets BOY | 287966 | TotalNetAssetsBOY |
| Total Net Assets EOY | 314874 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 287966 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 315833 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 287966 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 26908 | ExcessOfRevenueOverExpenses |
| Subtotal | 314874 | Subtotal |
| Total Net Assets Fund Balances EOY | 314874 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| PCB SHORT TERM | P | 2011-01-01 | 2011-12-31 | 74548 | 72285 | 2263 | 2263 |
| PCB LONG TERM | P | 2010-01-01 | 2011-12-31 | 198471 | 145449 | 53022 | 53022 |
| AMERICA SERVICE GROUP SECURITIES LIT | P | 2010-01-01 | 2011-11-17 | 81 | 81 | 81 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 55634 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2263 | 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 | 1155 | InvestmentIncomeExciseTax |
| Subtotal | 1155 | Subtotal |
| Tax Based On Investment Income | 1155 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 215 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 215 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 19 | PenaltyForUnderpayment |
| Tax Due | 959 | TaxDue |
| Amount Credited To Next Year | 0 | 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 |
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 |
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 | 26356 | 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 | 289335 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 32326 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 321661 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 321661 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4825 | CashDeemedCharitable |
| Net Noncharitable Assets | 316836 | NetNoncharitableAssets |
| Minimum Investment Return | 15842 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15842 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1155 | TaxBasedOnInvestmentIncome |
| Total Tax | 1155 | TotalTax |
| Distributable Amount Before Adj | 14687 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 14687 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 14687 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 26355 | ExpensesAndContributions |
| Qualifying Distributions | 26355 | QualifyingDistributions |
| Adj Qualifying Distributions | 26355 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 14687 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15033 | UndistributedIncomePriorYear |
| Prior Year3 | 2009 | PriorYear3 |
| Total For Prior Years | 11255 | TotalForPriorYears |
| Qualifying Distributions | 26355 | QualifyingDistributions |
| Applied To Year1 | 15033 | AppliedToYear1 |
| Applied To Prior Years | 11255 | AppliedToPriorYears |
| Applied To Current Year | 67 | AppliedToCurrentYear |
| Undistributed Income CY | 14620 | 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 | $26,355 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 26355 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,259 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $55,634 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 63893 | 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 | 1650 | NetInvestmentIncome |
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 (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HUSSMAN STRATEGIC TOTAL RETURN | ||
| TEMPLETON GLOBAL BOND FUND | ||
| VANGUARD GNMA FD | ||
| DODGE & COX STOCK FUND | ||
| FIDELITY ADVISOR NEW INSIGHT | ||
| JENNDRY JENN MIDCAP GROWTH | ||
| SOUTHERNSUN SMALL CAP INST | ||
| SENTINEL SMALL COMPANY | ||
| FIDELITY ADVISOR EMERGING MARKETS | ||
| LARGE CAP ETF | 45970 | 45477 |
| MID CAP ETF | 8793 | 7973 |
| SMALL CAP ETF | 13268 | 11967 |
| ETF/CEF - TAXABLE FIXED INCOME | 205566 | 205367 |
| ETF/CEF - ALTERNATIVE | 3634 | 3948 |
| EMERGING MARKET ETF | 4687 | 3566 |
| ETF/CEF - FOREIGN | 4185 | 3652 |
| ETF/CEF - FORIEGN TAXABLE FIXES | 10804 | 10975 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 652 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 660 | USGovtSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| MINERAL INTERESTS | 1 | 1 |
| IRS ESTIMATED PAYMENTS | 215 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX PAYABLE | Description |
| EOY Book Value | 959 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $4,363 | Amount |
| Net Investment Income | 4363 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $66 | 66 |
| 2010 EXCISE TAXES | $3,377 | |
| 2011 EXCISE TAXES | $1,155 | |
| 2011 EXCISE TAX PENALTIES | $19 |
Comments