JUDY LEFTWICH CALDER 1990CHARITABLE TRUST: Form 990PF, tax year 2010
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- Organization
- JUDY LEFTWICH CALDER 1990CHARITABLE TRUST (EIN 20-4865461)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-09
- IRS object ID
- 201141609349100209
- Schema version
- 2010v3.2
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-09T13:52:53-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204865461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY LEFTWICH CALDER 1990 | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JUDY | NameControl |
| Phone | 8067917330 | 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 | 8067917330 | Phone |
| Date Signed | 2011-05-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMY D PENDERGRASS | Name |
| Phone | 8067456789 | Phone |
| Date Prepared | 2011-05-31 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 137127 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
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 | 1758 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1758 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1229 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1229 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3656 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 44746 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3656 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6643 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6643 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 2700 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2700 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 30 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 30 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 5 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 4235 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4235 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6266 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6266 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10501 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4235 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6266 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3858 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2408 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7 | CashBOY |
| Cash EOY | 760 | CashEOY |
| Cash EOYFMV | 760 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 10366 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 16434 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 16434 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 36 | AccountsReceivable |
| Accounts Receivable BOY | 28 | AccountsReceivableBOY |
| Accounts Receivable EOY | 36 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 36 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 49793 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 24907 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 25617 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 69904 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 84103 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 94043 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 237 | OtherAssetsBOY |
| Other Assets EOY | 237 | OtherAssetsEOY |
| Other Assets EOYFMV | 237 | OtherAssetsEOYFMV |
| Total Assets BOY | 130335 | TotalAssetsBOY |
| Total Assets EOY | 126477 | TotalAssetsEOY |
| Total Assets EOYFMV | 137127 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 130335 | RetainedEarningsBOY |
| Retained Earnings EOY | 126477 | RetainedEarningsEOY |
| Total Net Assets BOY | 130335 | TotalNetAssetsBOY |
| Total Net Assets EOY | 126477 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 130335 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 126477 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 130335 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3858 | ExcessOfRevenueOverExpenses |
| Subtotal | 126477 | Subtotal |
| Total Net Assets Fund Balances EOY | 126477 | 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 |
|---|---|---|---|---|---|---|---|
| DODGE & COX STOCK FUND | P | 2009-12-09 | 2010-12-29 | 15984 | 14036 | 1948 | 1948 |
| FNMA 4.4% 3/8/10 | P | 2005-03-07 | 2010-03-08 | 25000 | 25000 | ||
| SOUTHERNSUN SMALL CAP | P | 2009-12-09 | 2010-12-29 | 3239 | 2054 | 1185 | 1185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3656 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7172 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 126185 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056837 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8008 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 144294 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055498 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 12743 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 165333 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.077075 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 503 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 153298 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.003281 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1672 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 150216 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.011131 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.203822 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040764 | AverageDistributionRatio |
| Net Noncharitable Assets | 131221 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5349 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 24 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5373 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6266 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 24 | InvestmentIncomeExciseTax |
| Subtotal | 24 | Subtotal |
| Tax Based On Investment Income | 24 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 237 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 237 | TotalCreditsAndPayments |
| Overpayment | 213 | Overpayment |
| Amount Credited To Next Year | 213 | 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 | 8067917330 | 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 | 79413 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CORP 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 CHARITABLE TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE SOUTH PLAINS FOOD BANK, INC., A 501(C)(3) CHARITABLE ORGANIZATION. | Description1 |
| Expenses1 | 6266 | 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 | 105368 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 27851 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 133219 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 133219 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1998 | CashDeemedCharitable |
| Net Noncharitable Assets | 131221 | NetNoncharitableAssets |
| Minimum Investment Return | 6561 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6561 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 24 | TaxBasedOnInvestmentIncome |
| Total Tax | 24 | TotalTax |
| Distributable Amount Before Adj | 6537 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 6537 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 6537 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6266 | ExpensesAndContributions |
| Qualifying Distributions | 6266 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 24 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 6242 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6537 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 6266 | UndistributedIncomePriorYear |
| Qualifying Distributions | 6266 | QualifyingDistributions |
| Applied To Year1 | 6266 | AppliedToYear1 |
| Undistributed Income CY | 6537 | 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 | SOUTH PLAINS FOOD BANK | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4612 LOCUST AVENUE | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL PURPOSE | PurposeOfGrantOrContribution |
| Amount | $6,266 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6266 | 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 | $1,758 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,229 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,656 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,643 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6643 | 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 | $1,500 | Amount |
| Net Investment Income | 1500 | 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 (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 77599 | 87511 |
| COMMON STOCKS | 6504 | 6532 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 24907 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 25617 | USGovtSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID TAXES | Description |
| BOY Book Value | 237 | BOYBookValue |
| EOY Book Value | 237 | EOYBookValue |
| EOYFMV | 237 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| SUB ACCOUNTING FEES | 5 | 5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PLAINSCAPITAL BANK TRUSTEE FEES | Category |
| Amount | $2,700 | Amount |
| Net Investment Income | 2700 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $30 | Amount |
| Net Investment Income | 30 | NetInvestmentIncome |
Comments