Mike and Myrtle Michael Charitable Trust Co Wells Fargo Bank Na Ifs Fiduciary Tax
990PF • Fiscal year 2013 • EIN 74-2915277
Siviq Scores
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Balance Sheet
Assets
Flat$104,004
Flat from 2013
Net Assets
$104,032
No earlier filing loaded for comparison.
Liabilities
Flat-$28
Flat from 2013
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$13,283
Flat from 2013
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2012 to May 31, 2013
- Signed
- Oct 28, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WELLS FARGO BANK NA | Trustee | - | $1,161 | - | $1,161 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | HILLTOP LAKES CHAPEL | ANNUAL CHARITABLE DISBURSEMENT | PUBLIC | HILLTOP LAKES, TX, US | $10,000 |
Filing and Contact Details
Filer
- EIN
- 74-2915277
Raw XML AppendixShowing 400 of 418 raw XML fields
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| DistributionFromCorpusElection/Election | 0 | ELECTION UNDER IRC REG 53.4942(A)-3(D)(2) - THE MIKE AND MYRTLE MICHAEL CHARITABLE TRUST HEREBY ELECTS UNDER REG 53.4942(A)-3(D)(2) TO TREAT ITS CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMDEIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | CREDIT SUISSE COMMODITY RETURN #2156 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | DREYFUS EMERGING MARKETS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | HUSSMAN STRATEGIC GROWTH FD #601 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | JP MORGAN MID CAP VALUE I #758 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | KEELEY SMALL CAP FUND VAL FD CL A #245 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | MERGER FD SH BEN INT #260 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | SPDR DJ WILSHIRE INTL REAL ESTATE |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | TWC SMALL CAP GROWTH FUND I |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | VANGUARD EMERGING MARKETS |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | VANGUARD REIT VIPER |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | WELLS FARGO ADC TOTAL RETURN #944 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | WELLS FARGO ADV C&B LARGE CAP #1868 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | WELLS FARGO ADV HI INC FD #3110 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | WELLS FARGO ADVANCED ST BOND FUND #3102 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | WELLS FARGO GOVT SECURITIES #3101 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | WELLS FARGO ADV EMERGING MKTS EQUITY FUND #4146 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | WELLS FARGO ADVANTAGE INTERNATIONAL BOND #4705 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | WF ADV INDEX FUND ADMIN-#88 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | PIMPCO FOREIGN BOND FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | ARTISAN MID CAP FUND CLASS INS #1333 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 20 | T ROWE PRICE BLUE CHIP GROWTH FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 21 | INVESCO INTERNATIONAL GROWTH FUND CLASS Y |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 22 | TEMPLETON FOREIGN FUND ADVISOR SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 23 | DRIEHAUS ACTIVE INCOME FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 24 | DODGE & COX INCOME FD #147 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 25 | PIMCO TOTAL RETURN FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 26 | RIDGEWORTH SEIX |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 27 | LAUDUS MONDRIAN INTERNATIONAL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 28 | HARBOR CAPITAL APPRECIATION FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 29 | ISHARES CORE S&P 500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 30 | KALMAR GROWTH WITH VALUE SMALL CAP FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 31 | MFS VALUE FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 32 | ARTISAN INTERNATIONAL FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 33 | DODGE & COX INTERNATIONAL STOCK FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 34 | OPPENHEIMER DEVELOPING MKT |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 35 | GATEWAY FUND #1986 |
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| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 72 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 10931 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 6369 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2 | 0 | 5438 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3 | 0 | 1389 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4 | 0 | 5801 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5 | 0 | 9035 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.247605 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 10859 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 10931 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 72 |
| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 10931 |
| IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber | 0 | 8 |
| IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement | 0 | INVESTMENT AND SUBSEQUENT SALES OF SECURITIES IS NECESSARY TO INCREASE FUNDS AVAILABLE FOR CHARITABLE FUNDING. |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | 1 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName | 0 | WELLS FARGO BANK NA - TRUST DEPT |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 9797763267 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 3000 BRIARCREST DRIVE MAC T5177-020 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | BRYAN |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | TX |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 77802 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | 1 |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ReimbursementOfTax | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | 1 |
| IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | TX |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/WebsiteAddress | 0 | N/A |
| IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | 1 |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | 0 |
| IRS990PF/SumOfProgramRelatedInvestments/Total | 0 | 0 |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials | 0 | THERE IS NOT A STANDARD APPLICATION FORM. APPLICATIONS ARE ACCEPTED BY LETTER OF REQUEST AND SHOULD INCLUDE THE LOCATION, TYPE OF ORGANIZATION, AND PURPOSE OF REQUEST. |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName | 0 | WELLS FARGO - TRUST DEPARTMENT |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber | 0 | 9797763200 |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1 | 0 | 3000 BRIARCREST DRIVE 2ND FLOOR |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City | 0 | BRYAN |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State | 0 | TX |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode | 0 | 77802 |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards | 0 | AWARDS ARE ONLY GRANTED TO INCOME TAX QUALIFYING CHARITIES |
| IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 10000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | ANNUAL CHARITABLE DISBURSEMENT |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | HILLTOP LAKES CHAPEL |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | PUBLIC |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | PO BOX 1143 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | HILLTOP LAKES |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | TX |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 77871 |
| IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture | 0 | 0 |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 10000 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | 0 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 4874 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 5562 |
| IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1 | 0 | 770 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 770 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 770 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 6057 |
| IRS990PF/UndistributedIncome/ExcessFromCurrentYear | 0 | 6057 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 10931 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 6057 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 770 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 6057 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 4792 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 4874 |
| OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue | 0 | 55 |
| OtherLiabilitiesSchedule/OtherLiabilities/Description | 0 | FORM 990-PF EXCISE TAX |
| OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue | 0 | -28 |
| TaxesSchedule/Taxes/Amount | 0 | 72 |
| TaxesSchedule/Taxes/Category | 0 | FORM 990-PF |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 0 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2015-12-30 17:16:21Z |
| ReturnHeader/Filer/EIN | 0 | 742915277 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | MIKE AND MYRTLE MICHAEL CHARITABLE TRUST |
| ReturnHeader/Filer/Name/BusinessNameLine2 | 0 | WELLS FARGO BANK NA #20-6019-00 |
| ReturnHeader/Filer/NameControl | 0 | MIKE |
| ReturnHeader/Filer/Phone | 0 | 5124240127 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 41629 |
| ReturnHeader/Filer/USAddress/City | 0 | AUSTIN |
| ReturnHeader/Filer/USAddress/State | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 787049926 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | 1 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $104,004
- Liabilities
- -$28
- Net assets
- $104,032
- Revenue
- -
- Expenses
- $13,283
- Net income
- -