Civic Intelligence

Mike and Myrtle Michael Charitable Trust Co Wells Fargo Bank Na Ifs Fiduciary Tax

990PF • Fiscal year 2013 • EIN 74-2915277

Jun 01, 2012 to May 31, 2013 • Filed on Oct 28, 2013

PO Box 4162978704-9926
Siviq Scores

Scores are not available for this record yet.

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

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $108,877Liabilities 2011: $58Net Assets 2011: $108,8192011Assets 2012: $107,912Liabilities 2012: $55Net Assets 2012: $107,8572012Assets 2013: $104,004Liabilities 2013: -$28Net Assets 2013: $104,0322013Assets 2013: $104,004Liabilities 2013: -$282013Assets 2014: $104,435Liabilities 2014: $0Net Assets 2014: $104,4352014Assets 2015: $101,697Liabilities 2015: $0Net Assets 2015: $101,6972015Assets 2016: $100,078Liabilities 2016: $0Net Assets 2016: $100,0782016Assets 2017: $97,517Liabilities 2017: $8Net Assets 2017: $97,5092017Assets 2018: $92,285Liabilities 2018: $0Net Assets 2018: $92,2852018Assets 2019: $92,889Liabilities 2019: $48Net Assets 2019: $92,8412019Assets 2020: $92,422Liabilities 2020: $11Net Assets 2020: $92,4112020Assets 2021: $95,141Liabilities 2021: $115Net Assets 2021: $95,0262021Assets 2022: $94,147Liabilities 2022: $0Net Assets 2022: $94,1472022Assets 2023: $91,777Liabilities 2023: $0Net Assets 2023: $91,7772023Assets 2024: $1,232,582Liabilities 2024: $357Net Assets 2024: $1,232,2252024Assets 2025: $1,242,963Liabilities 2025: $0Net Assets 2025: $1,242,9632025

Highlighted filing

2013

Assets$104,004
Liabilities-$28
Net Assets$104,032

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2011: $7,4532011Expenses 2012: $8,5982012Expenses 2013: $13,2832013Revenue 2013: $9,458Expenses 2013: $13,283Net Income 2013: -$3,8252013Revenue 2014: $3,817Expenses 2014: $3,414Net Income 2014: $4032014Revenue 2015: $3,942Expenses 2015: $6,680Net Income 2015: -$2,7382015Revenue 2016: $2,115Expenses 2016: $3,734Net Income 2016: -$1,6192016Revenue 2017: $4,938Expenses 2017: $7,507Net Income 2017: -$2,5692017Revenue 2018: $4,430Expenses 2018: $9,654Net Income 2018: -$5,2242018Revenue 2019: $6,617Expenses 2019: $6,061Net Income 2019: $5562019Revenue 2020: $5,640Expenses 2020: $6,070Net Income 2020: -$4302020Revenue 2021: $8,648Expenses 2021: $6,033Net Income 2021: $2,6152021Revenue 2022: $5,983Expenses 2022: $6,873Net Income 2022: -$8902022Revenue 2023: $1,653Expenses 2023: $4,023Net Income 2023: -$2,3702023Revenue 2024: -$40,384Expenses 2024: $27,034Net Income 2024: -$67,4182024Revenue 2025: $105,403Expenses 2025: $95,043Net Income 2025: $10,3602025

Highlighted filing

2013

Revenue-
Expenses$13,283
Net Income-
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

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$1,161-$1,161
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHILLTOP LAKES CHAPELANNUAL CHARITABLE DISBURSEMENTPUBLICHILLTOP LAKES, TX, US$10,000
Filing and Contact Details

Filer

EIN
74-2915277
Raw XML AppendixShowing 400 of 418 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount02050
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0513
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01538
DistributionFromCorpusElection/Election0ELECTION 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.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue04910
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14712
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue31371
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue41339
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52076
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue62620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue82551
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue91298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue184050
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue192753
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue207283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue233098
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2411196
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2511302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue265770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue274212
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue286167
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue292504
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue301314
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue314221
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue322849
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue332795
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue343016
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue354117
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV04193
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32293
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV41378
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV52103
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV63002
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV82991
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV92973
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV184092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV193059
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV207255
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV233180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2411140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2511092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV265759
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV274123
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV286391
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV292629
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV301401
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV314373
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV322895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV332883
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV343023
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV354226
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CREDIT SUISSE COMMODITY RETURN #2156
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DREYFUS EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2HUSSMAN STRATEGIC GROWTH FD #601
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JP MORGAN MID CAP VALUE I #758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4KEELEY SMALL CAP FUND VAL FD CL A #245
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MERGER FD SH BEN INT #260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6SPDR DJ WILSHIRE INTL REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7TWC SMALL CAP GROWTH FUND I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8VANGUARD EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9VANGUARD REIT VIPER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10WELLS FARGO ADC TOTAL RETURN #944
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11WELLS FARGO ADV C&B LARGE CAP #1868
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12WELLS FARGO ADV HI INC FD #3110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13WELLS FARGO ADVANCED ST BOND FUND #3102
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14WELLS FARGO GOVT SECURITIES #3101
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15WELLS FARGO ADV EMERGING MKTS EQUITY FUND #4146
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16WELLS FARGO ADVANTAGE INTERNATIONAL BOND #4705
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17WF ADV INDEX FUND ADMIN-#88
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18PIMPCO FOREIGN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19ARTISAN MID CAP FUND CLASS INS #1333
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20T ROWE PRICE BLUE CHIP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21INVESCO INTERNATIONAL GROWTH FUND CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22TEMPLETON FOREIGN FUND ADVISOR SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23DRIEHAUS ACTIVE INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24DODGE & COX INCOME FD #147
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26RIDGEWORTH SEIX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27LAUDUS MONDRIAN INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28HARBOR CAPITAL APPRECIATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29ISHARES CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30KALMAR GROWTH WITH VALUE SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MFS VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32ARTISAN INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33DODGE & COX INTERNATIONAL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34OPPENHEIMER DEVELOPING MKT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35GATEWAY FUND #1986
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02973
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0600
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome05885
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount03573
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome05885
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA09458
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0513
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01538
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02050
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm06485
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0418
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0743
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss01161
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02973
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02973
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3825
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0104828
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss06485
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome07177
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps010931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss013283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome09458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses09458
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03283
IRS990PF/BalanceSheets/AccountsReceivable077
IRS990PF/BalanceSheets/AccountsReceivableBOY0102
IRS990PF/BalanceSheets/AccountsReceivableEOY077
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0-2
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0102768
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY097524
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0101105
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY055
IRS990PF/BalanceSheets/OtherLiabilitiesEOY0-28
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0107857
IRS990PF/BalanceSheets/RetainedEarningsEOY0104032
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY05044
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY06403
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV06403
IRS990PF/BalanceSheets/TotalAssetsBOY0107912
IRS990PF/BalanceSheets/TotalAssetsEOY0104004
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0107508
IRS990PF/BalanceSheets/TotalLiabilitiesBOY055
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0-28
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0107912
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0104004
IRS990PF/BalanceSheets/TotalNetAssetsBOY0107857
IRS990PF/BalanceSheets/TotalNetAssetsEOY0104032
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome06485
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis027316
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis171027
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-06-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0WELLS FARGO - SHORT TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1WELLS FARGO - LONG TERM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0883
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15002
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0883
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15002
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice028199
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice176029
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3825
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0104032
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0107857
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0104032
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted05562
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj05562
IRS990PF/DistributableAmount/DistributableAmountBeforeDed05562
IRS990PF/DistributableAmount/MinimumInvestmentReturn05634
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome072
IRS990PF/DistributableAmount/TotalTax072
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear028
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax072
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment028
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal072
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome072
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0107508
IRS990PF/MethodOfAccountingOther0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0114387
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06683
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0107704
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01716
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05634
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0112671
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0114387
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation01161
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103949 SOUTH LAMAR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0AUSTIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode078704
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct05652
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets05580
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049521
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.057126
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.047604
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.012229
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.061187
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.069459
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0112671
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10111490
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20114233
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30113583
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4094808
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50130077
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome072
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions010931
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear106369
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear205438
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear301389
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear405801
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear509035
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.247605
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions010859
IRS990PF/QualifyingDistributions/ExpensesAndContributions010931
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm072
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions010931
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT AND SUBSEQUENT SALES OF SECURITIES IS NECESSARY TO INCREASE FUNDS AVAILABLE FOR CHARITABLE FUNDING.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WELLS FARGO BANK NA - TRUST DEPT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09797763267
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103000 BRIARCREST DRIVE MAC T5177-020
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BRYAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode077802
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr00
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0THERE 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/RecipientName0WELLS FARGO - TRUST DEPARTMENT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09797763200
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103000 BRIARCREST DRIVE 2ND FLOOR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0BRYAN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode077802
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0AWARDS ARE ONLY GRANTED TO INCOME TAX QUALIFYING CHARITIES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ANNUAL CHARITABLE DISBURSEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HILLTOP LAKES CHAPEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 1143
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HILLTOP LAKES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077871
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear104874
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05562
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10770
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0770
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0770
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear06057
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06057
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions010931
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus06057
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0770
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus06057
IRS990PF/UndistributedIncome/UndistributedIncomeCY04792
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear04874
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue055
OtherLiabilitiesSchedule/OtherLiabilities/Description0FORM 990-PF EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0-28
TaxesSchedule/Taxes/Amount072
TaxesSchedule/Taxes/Category0FORM 990-PF
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0742915277
ReturnHeader/Filer/Name/BusinessNameLine10MIKE AND MYRTLE MICHAEL CHARITABLE TRUST
ReturnHeader/Filer/Name/BusinessNameLine20WELLS FARGO BANK NA #20-6019-00
ReturnHeader/Filer/NameControl0MIKE
ReturnHeader/Filer/Phone05124240127
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 41629
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0787049926
ReturnHeader/Officer/AuthorizeThirdParty01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.11$0.10$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.04$0.03$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$0.01$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.01$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01