WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-05-04
- IRS object ID
- 202231249349102223
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T17:15:56-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741177446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON WALDROP & UHEREK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN STE 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746307476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOOD FAMILY MEMORIAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 3615736321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN ST - TRUST DEPARTMENT | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PROSPERITY BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3615726535 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROB | PersonFirstNm |
| Person Last | ANGERSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAYTON P VAN PELT CPA | PreparerPersonNm |
| PTIN | P00145036 | PTIN |
| Phone | 3615733255 | PhoneNum |
| Preparation | 2022-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $5,254,264 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,566 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,771 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,771 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $12,204 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $212,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $545,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,855 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,591 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,591 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,660 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,370 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,618 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,618 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,567 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,988 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,988 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $189,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,975 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,892 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,844,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,895,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,607,353 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $238,829 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $238,829 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $238,829 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,400,580 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $5 | OtherAssetsBOYAmt |
| Other Assets EOY | $5 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $44,464 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,322,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,334,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,254,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,322,429 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,334,688 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,322,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,334,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,322,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,334,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,322,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,933 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,336,362 | SubtotalAmt |
| Other Decreases | $1,674 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,334,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 115 SH DANAHER | P | 2007-07-11 | 2020-12-24 | $25,717 | $3,339 | $22,378 | $22,378 |
| 325 SH KEYCORP | P | 2016-12-22 | 2021-06-22 | $6,709 | $5,963 | $746 | $746 |
| 128 SH VONTIER CORP | P | 2020-12-24 | $4,339 | $2,044 | $2,295 | $2,295 | |
| 60 SH ORGANON & CO | P | 2021-06-22 | $1,786 | $1,631 | $155 | $155 | |
| 542.882 SH FMI INTERNATIONAL | P | 2021-01-27 | $17,644 | $16,040 | $1,604 | $1,604 | |
| 120 SH PNC FINANCIAL SERVICES GROUP | P | 2012-08-23 | 2021-11-26 | $23,702 | $7,430 | $16,272 | $16,272 |
| 933.1 SH GOLDMAN SACHS SATELLITE STR | P | 2021-01-27 | $7,987 | $7,826 | $161 | $161 | |
| 107.171 SH T ROWE PRICE QM US SMALL | P | 2017-01-23 | 2021-01-27 | $5,156 | $3,110 | $2,046 | $2,046 |
| 235 SH AT&T INC | P | 2018-06-15 | 2021-06-22 | $6,767 | $7,749 | -$982 | -$982 |
| 2773.772 SH V/G INTERMED-TERM BOND A | P | 2020-02-27 | 2021-09-13 | $34,062 | $33,896 | $166 | $166 |
| 19 SH ALPHABET INC - CL CLASS | P | 2014-04-09 | 2021-11-26 | $54,548 | $5,240 | $49,308 | $49,308 |
| 761.99 SH V/G STRATEGIC EQUITY INV C | P | 2017-01-23 | 2021-07-26 | $31,463 | $24,803 | $6,660 | $6,660 |
| 50 SH AMERIPRISE FINL INC | P | 2015-04-02 | 2021-11-26 | $14,493 | $6,503 | $7,990 | $7,990 |
| 204.605 SH VICTORY TRIVALENT INTL SM | P | 2015-07-09 | 2021-07-26 | $3,777 | $2,382 | $1,395 | $1,395 |
| 40 SH BERKSHIRE HATHAWAY INC | P | 2013-03-11 | 2021-11-26 | $11,241 | $4,154 | $7,087 | $7,087 |
| 81 SH DANAHER | P | 2007-07-11 | 2021-09-15 | $26,399 | $2,352 | $24,047 | $24,047 |
| 150 SH CATERPILLAR INC | P | 2017-05-19 | 2021-03-30 | $34,827 | $15,385 | $19,442 | $19,442 |
| 26 SH THERMO FISHER SCIENTIFIC INC | P | 2010-12-20 | 2021-03-30 | $11,772 | $1,440 | $10,332 | $10,332 |
| 100 SH CISCO SYSTEMS INC | P | 2019-12-23 | 2021-09-15 | $5,825 | $4,806 | $1,019 | $1,019 |
| 11.243 SH DODGE & COX INTERNATIONAL | P | 2015-01-27 | 2021-01-27 | $494 | $483 | $11 | $11 |
| 2619.116 SH FMI INTERNATIONAL | P | 2021-01-27 | $85,121 | $78,452 | $6,669 | $6,669 | |
| 10185.911 SH GOLDMAN SACHS SATELLITE | P | 2021-01-27 | $87,192 | $81,727 | $5,465 | $5,465 | |
| 265 SH HESS CORPORATION | P | 2021-09-15 | $19,180 | $11,460 | $7,720 | $7,720 | |
| 110 SH JPMORGAN CHASE & CO COM | P | 2012-09-20 | 2021-11-26 | $17,580 | $4,513 | $13,067 | $13,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,855 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,765 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,265 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,265 | SubtotalAmt |
| Tax Based On Investment Income | $3,265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $865 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROSPERITY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3615736321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN ST | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROSPERITY BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN ST | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $24,591 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,531,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,445,044 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,169,283 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,169,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,091,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,265 | TotalTaxAmt |
| Distributable Before Adj | $251,322 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $251,322 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $251,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $220,988 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $220,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,584 | UndistributedIncomePYAmt |
| Qualifying Distributions | $220,988 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,584 | AppliedToYear1Amt |
| Applied To Current Year | $191,404 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $59,918 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WOOD FAMILY MEMORIAL TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PROSPERITY BANK 101 S MAIN ST | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3615736321 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST APPLICATION FORM AND QUALIFICATION REQUIREMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFFECTIONATE ARMS | |||||||
| PO BOX 7604 | VICTORIA | TX | 77903 | NONE | PC | OPERATING EXPENSES | $10,000 |
| BOYS & GIRLS CLUB OF VICTORIA | |||||||
| PO BOX 2565 | VICTORIA | TX | 77902 | NONE | PC | ENHANCE PROGRAMS AND FACILITIES | $10,000 |
| COLE OHRT WALK STRONG | |||||||
| 2058 BERGER RD | VICTORIA | TX | 77905 | NONE | PC | REPAYMENT OF LOKOMAT LOAN | $2,000 |
| CROSSROADS BUSINESS & EDUCATION CON | |||||||
| PO BOX 4728 | VICTORIA | TX | 77903 | NONE | PC | EXPANSION OF PROGRAMS | $5,000 |
| FOOD BANK OF THE GOLDEN CRESCENT | |||||||
| PO BOX 5085 | VICTORIA | TX | 77903 | NONE | PC | PURCHASE FOOD | $4,888 |
| FOSTER PARENTS OF VICTORIA | |||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | NONE | PC | 2021 FINANCIAL SUPPORT | $5,000 |
| FUTURE SIGHT | |||||||
| 302 KERH BLVD | VICTORIA | TX | 77904 | NONE | PC | EYE SCREENINGS & EXAMS | $5,000 |
| GOLDEN CRESCENT HABITAT FOR HUMANIT | |||||||
| PO BOX 1758 | VICTORIA | TX | 77902 | NONE | PC | MATERIALS TO BUILD HOMES | $10,000 |
| GULF BEND CENTER | |||||||
| 6502 NURSERY RD STE 100 | VICTORIA | TX | 77904 | NONE | PC | RENOVATION OF GBCS CLINIC | $5,000 |
| MEALS ON WHEELS VICTORIA | |||||||
| PO BOX 1433 | VICTORIA | TX | 77901 | NONE | PC | PROVIDE MEALS TO ELDERLY | $25,000 |
| NAZARETH ACADEMY | |||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | NONE | PC | PURCHASE IPADS FOR CLASSROOMS | $10,000 |
| PROMISE POINTE INC | |||||||
| PO BOX 2293 | VICTORIA | TX | 77902 | NONE | PC | OPERATING EXPENSES | $10,000 |
| SACRED HEART CATHOLIC SCHOOL | |||||||
| 313 S TEXANA ST | HALLETTSVILLE | TX | 77964 | NONE | NC | AED AND CURRICULUM MATERIALS | $6,000 |
| SALVATION ARMY | |||||||
| 1221 RIVER BEND DR | DALLAS | TX | 75247 | NONE | PC | HURRICANE IDA RELIEF EFFORTS | $10,000 |
| SAN ANTONIO BAY PARTNERSHIP | |||||||
| 410 N VINE ST | VICTORIA | TX | 77901 | NONE | PC | TEXAS FLOATING CLASSROOM ARCHIMEDES | $5,000 |
| SPECIAL OLYMPICS TEXAS-SOUTH TEXAS | |||||||
| 623 POWER ST STE A | CORPUS CHRISTI | TX | 78401 | NONE | PC | TRAINING & COMPETITIONS FOR DISABLED | $1,000 |
| ST PHILIP CATHOLIC SCHOOL | |||||||
| 302 W CHURCH ST | EL CAMPO | TX | 77437 | NONE | PC | FACILITY IMPROVEMENTS | $10,000 |
| THE PREGNANCY HELP CENTER | |||||||
| PO BOX 1191 | PORT LAVACA | TX | 77979 | NONE | PC | BRIGHTCOURSE CURRICULUM | $2,100 |
| THE RIDING THERAPY CENTER | |||||||
| PO BOX 462 | NURSERY | TX | 77976 | NONE | PC | OPERATIONAL EXPENSES | $5,000 |
| THE VINE SCHOOL | |||||||
| 2911 D AZALEA | VICTORIA | TX | 77901 | NONE | PC | BRANCHING OUT PROGRAM | $10,000 |
| UNIVERSITY OF HOUSTON-VICTORIA | |||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | NONE | NC | CURRENT YEAR SCHOLARSHIPS | $25,000 |
| VICTORIA CHRISTIAN ASSIST MINISTRY | |||||||
| PO BOX 1786 | VICTORIA | TX | 77902 | NONE | PC | FOOD,CLOTHING,OTHER ASSISTANCE | $10,000 |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | NC | ENDOWMENT, SCHOLARSHIPS | $25,000 |
| YMCA OF THE GOLDEN CRESCENT | |||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | NONE | PC | SHTEAM BUS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,988 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,535 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,566 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $12,204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $212,855 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $271,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,160 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON, WALDROP & UHEREK, LLP | CategoryTxt |
| Amt | $2,660 | Amt |
| Net Investment Income | $2,660 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 235 SHARES | $20,037 | $27,091 |
| ADOBE SYSTEMS - 80 SHARES | $21,076 | $53,588 |
| ALPHABET INC - A CLASS | $5,501 | $56,759 |
| ALPHABET INC - C CLASS | $12,407 | $59,830 |
| AMAZON.COM INC - 46 SHARES | $55,355 | $161,325 |
| AMERICAN TOWER REIT - 115 SHARES | $16,245 | $30,185 |
| AMERIPRISE FINL INC - 95 SHARES | $10,776 | $27,512 |
| APPLE INC - 1330 SHARES | $47,586 | $219,849 |
| AT&T INC - 235 SHARES | ||
| BERKSHIRE HATHAWAY INC - 120 SH | $12,463 | $33,203 |
| BOOKING HOLDINGS INC - 20 SHARES | $38,481 | $42,037 |
| BROADCOM LTD - 125 SHARES | $15,425 | $69,210 |
| CATERPILLAR INC - 255 SHARES | $36,964 | $49,304 |
| CHUBB CORP - 182 SHARES | $20,506 | $32,663 |
| CISCO SYSTEMS INC - 940 SHARES | $43,164 | $51,550 |
| CONOCOPHILLIPS COM - 450 SHARES | $20,910 | $31,558 |
| COSTCO WHOLESALE CORPORATION -115 SH | $9,146 | $43,150 |
| DANAHER CORP - 149 SHARES | $6,456 | $47,924 |
| DIGITAL RLTY TR INC - 150 SHARES | $14,688 | $25,161 |
| DISNEY (WALT) HOLDING CO - 270 SH | $31,269 | $39,123 |
| DOW HLDGS INC | $21,834 | $18,786 |
| DODGE & COX INTERNATIONAL | $98,425 | $109,164 |
| EATON CORP PLC - 210 SHARES | $14,748 | $34,033 |
| ECOLAB INC - 210 SHARES | $23,486 | $46,509 |
| EXXONMOBIL CORP - 755 SHARES | $42,221 | $45,179 |
| FACEBOOK - 135 SHARES | $11,349 | $43,802 |
| FIDELITY EMERGING MARKETS | $114,015 | $111,042 |
| FMI INTERNATIONAL | ||
| FORD MOTOR COMPANY - 1250 SHARES | $13,607 | $23,988 |
| FORTIVE CORP - 322 SHARES | $11,834 | $23,786 |
| GOLDMAN SACHS SATELLITE STRATEGIES | ||
| HALLIBURTON COMPANY - 1005 SHARES | ||
| HARDING LOEVNER INTL EQUITY | $87,226 | $109,797 |
| HESS CORPORATION - 265 SHARES | ||
| HOME DEPOT INC - 165 SHARES | $21,689 | $66,101 |
| HONEYWELL INTERNATIONAL INC | $26,657 | $24,269 |
| J P MORGAN CHASE & COMPANY - 475 SH | $17,578 | $57,973 |
| JPMORGAN GLOBAL ALLOCATION | $106,948 | $111,687 |
| KEYCORP - 1335 SHARES | $24,203 | $29,957 |
| MCDONALD'S CORPORATION - 90 SHARES | $16,436 | $22,014 |
| MEDTRONIC PLC - 277 SHARES | $20,452 | $29,556 |
| MERCK & CO INC NEW COM - 605 SHARES | $33,014 | $45,321 |
| MICROSOFT CORP(WASHINGTON)-675 SH | $44,530 | $223,148 |
| NETFLIX INC - 60 SHARES | $18,926 | $38,514 |
| NORTHROP GRUMMAN CORP - 95 SHARES | $18,523 | $33,136 |
| PAYPAL HOL.DINGS - 95 SHARES | $18,730 | $17,565 |
| PEPSICO INC - 389 SHARES | $25,462 | $62,154 |
| PNC FINANCIAL SRVICES GRP INC-165 SH | $10,534 | $32,505 |
| PROCTER & GAMBLE COMPANY - 105 SHARE | $8,045 | $15,181 |
| RAYTHEON COMPANY - 576 SHARES | $34,795 | $46,610 |
| SALESFORCE.COM INC - 245 SHARES | $16,373 | $69,815 |
| STARBUCKS CORPORATION - 230 SHARES | $10,873 | $25,217 |
| T ROWE PRICE QM US SMALL CAP GROWTH | $148,126 | $229,408 |
| TE CONNECTIVITY LTD - 350 SHARES | $26,200 | $53,876 |
| THERMO FISHER - 134 SHARES | $9,466 | $84,799 |
| UNION PACIFIC CORP - 240 SHARES | $20,608 | $56,554 |
| UNITED HEALTH GROUP - 200 SHARES | $10,844 | $88,844 |
| V/G INTERMED-TERM BOND | ||
| V/G STRATEGIC EQUITY INV CL | $192,037 | $269,590 |
| VERIZON COMMUNICATIONS - 780 SH | $39,754 | $39,211 |
| VICTORY TRIVALENT INTL SMALL CAP I | $62,813 | $89,969 |
| VISA INC - 250 SHARES | $16,352 | $48,442 |
| VONTIER CORP - 128 SHARES | ||
| WAL-MART STORES - 205 SHARES | $18,487 | $28,829 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,892 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $238,829 | CostOrOtherBasisAmt |
| Book Value | $238,829 | BookValueAmt |
| EOYFMV | $1,400,580 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERALS | Desc |
| BOY Book Value | $5 | BOYBookValueAmt |
| EOY Book Value | $5 | EOYBookValueAmt |
| EOYFMV | $44,464 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 EXCISE TAX | $274 |
| 2020 EXCISE TAX | $1,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT 1 | ||
| RENTAL EXPENSES | $1,567 | $1,567 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $7,370 | Amt |
| Net Investment Income | $7,370 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | CategoryTxt |
| Amt | $1,618 | Amt |
| Net Investment Income | $1,618 | NetInvestmentIncomeAmt |
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