WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-12
- IRS object ID
- 202101029349101200
- Schema version
- 2019v5.0
- 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 | 2021-04-12T17:13:37-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 | 2021-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAYTON P VAN PELT CPA | PreparerPersonNm |
| PTIN | P00145036 | PTIN |
| Phone | 3615733255 | PhoneNum |
| Preparation | 2021-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,825,073 | 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 | $4,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,663 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,771 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,771 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,468 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $34,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $596,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,656 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,317 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,317 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,295 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,701 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,701 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,613 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,303 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $151,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,336 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $224,662 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,976 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,845,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,844,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,068,395 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $238,829 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $243,659 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $238,829 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,466,792 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $5 | OtherAssetsBOYAmt |
| Other Assets EOY | $5 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,574 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,465,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,322,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,825,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,465,156 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,322,429 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,465,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,322,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,465,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,322,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,465,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,481 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,324,675 | SubtotalAmt |
| Other Decreases | $2,246 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,322,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FEDERAL NATIONAL MTG ASSN 1.20% | P | 2016-07-22 | 2019-12-13 | $74,490 | $75,000 | -$510 | -$510 |
| 50 SH CARRIER GLOBAL CORP | P | 2018-06-19 | 2020-06-11 | $1,073 | $1,084 | -$11 | -$11 |
| 130 SH APPLE INC | P | 2012-04-12 | 2019-12-23 | $36,877 | $11,607 | $25,270 | $25,270 |
| 25 SH OTIS WORLDWIDE CORP | P | 2018-06-19 | 2020-06-11 | $1,415 | $1,625 | -$210 | -$210 |
| FEDERAL HOME LOAN MTG CORP 2.00% | P | 2017-06-02 | 2019-12-29 | $50,000 | $50,000 | ||
| 542.636 SH HARDING LOEVNER INTL EQUI | P | 2018-07-26 | 2020-07-07 | $13,380 | $12,741 | $639 | $639 |
| 70.965 SH V/G SMALL CAP INDEX -ADM C | P | 2019-02-27 | 2020-01-28 | $5,592 | $5,072 | $520 | $520 |
| 475.832 SH T ROWE PRICE QM US SMALL | P | 2017-01-23 | 2020-07-27 | $18,756 | $13,809 | $4,947 | $4,947 |
| 892.256 SH V/G SMALL CAP INDEX - ADM | P | 2015-01-27 | 2020-01-27 | $70,310 | $50,880 | $19,430 | $19,430 |
| 757.471 SH VICTORY TRIVALENT INTL SM | P | 2015-07-09 | 2020-09-21 | $10,742 | $8,817 | $1,925 | $1,925 |
| 410 SH HALLIBURTON COMPANY | P | 2019-03-29 | 2020-03-20 | $2,112 | $11,893 | -$9,781 | -$9,781 |
| 72.168 SH DODGE & COX INTERNATIONAL | P | 2015-01-27 | 2020-09-21 | $2,593 | $3,098 | -$505 | -$505 |
| 595 SH HALLIBURTON COMPANY | P | 2017-03-13 | 2020-03-20 | $3,065 | $29,266 | -$26,201 | -$26,201 |
| 325.714 SH V/G STRATEGIC EQUITY | P | 2017-01-23 | 2020-09-21 | $9,690 | $10,602 | -$912 | -$912 |
| FEDERAL NATIONAL MTG ASSN 1.375% | P | 2019-02-04 | 2020-03-30 | $25,000 | $25,338 | -$338 | -$338 |
| 149.725 SH FMI INTERNATIONAL | P | 2016-07-21 | 2020-09-21 | $4,086 | $4,427 | -$341 | -$341 |
| 120 SH AFFILIATED MANAGERS GR | P | 2015-09-01 | 2020-04-06 | $6,754 | $20,267 | -$13,513 | -$13,513 |
| 495.653 SH GOLDMAN SACHS SATELLITE | P | 2015-02-20 | 2020-09-21 | $3,876 | $4,025 | -$149 | -$149 |
| 35 SH COSTCO WHOLESALE CORPORATION | P | 2014-03-25 | 2020-04-06 | $10,133 | $4,001 | $6,132 | $6,132 |
| 70 SH APPLE INC | P | 2012-04-12 | 2020-10-01 | $8,131 | $1,563 | $6,568 | $6,568 |
| 80 SH FORTIVE CORP | P | 2007-07-11 | 2020-04-02 | $4,425 | $2,416 | $2,009 | $2,009 |
| 40 SH DOMINION ENERGY INC | P | 2014-06-13 | 2020-10-01 | $3,130 | $2,755 | $375 | $375 |
| 120 SH MERCK & CO INC NEW COM | P | 2016-12-22 | 2020-04-02 | $9,226 | $7,143 | $2,083 | $2,083 |
| 210 SH DOMINION ENERGY INC | P | 2013-09-26 | 2020-10-01 | $16,435 | $13,201 | $3,234 | $3,234 |
| .87 SH RAYTHEON TECHNOLOGIES CORP | P | 2016-03-31 | 2020-04-09 | $58 | $46 | $12 | $12 |
| 9501.187 SH V/G INTERMED-TERM BOND | P | 2020-02-27 | 2020-11-27 | $120,000 | $116,105 | $3,895 | $3,895 |
| FEDERAL NATIONAL MTG ASSN 1.35% | P | 2016-07-22 | 2020-04-27 | $75,000 | $75,000 | ||
| .8 SH VONTIER CORP | P | 2007-07-11 | 2020-10-20 | $23 | $6 | $17 | $17 |
| .57 SH ABBVIE INC | P | 2020-05-08 | 2020-05-15 | $52 | $48 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,292 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,362 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $213,605 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,219,832 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050619 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $209,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,340,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048302 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $204,351 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,215,525 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048476 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $182,937 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,125,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044341 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,962 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,707,577 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050966 | DistributionYr5Rt |
| Total Distribution | 0.242704 | TotalDistributionRt |
| Average Distribution | 0.048541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,447,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $215,888 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $694 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $216,582 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,908 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,389 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,389 | SubtotalAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $274 | 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 | $22,317 | 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 | $2,824,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,466,792 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,515,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,515,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,447,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $222,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $222,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,389 | TotalTaxAmt |
| Distributable Before Adj | $220,988 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $220,988 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $220,988 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,908 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $209,908 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $209,908 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,504 | UndistributedIncomePYAmt |
| Qualifying Distributions | $209,908 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,504 | AppliedToYear1Amt |
| Applied To Current Year | $191,404 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $29,584 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFFECTIONATE ARMS | ||||||||
| PO BOX 7604 | VICTORIA | TX | 77903 | NONE | PC | OPERATIONAL EXPENSES | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | NONE | PC | MISSION GOALS | $5,000 | TEXAS GULF COAST REGION |
| BOYS & GIRLS CLUB OF VICTORIA | ||||||||
| PO BOX 2565 | VICTORIA | TX | 77902 | NONE | PC | ENHANCE PROGRAMS AND FACILITIES | $12,500 | |
| FOSTER PARENTS OF VICTORIA | ||||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | NONE | PC | 2021 FINANCIAL SUPPORT | $5,000 | |
| MEALS ON WHEELS VICTORIA | ||||||||
| PO BOX 1433 | VICTORIA | TX | 77901 | NONE | PC | OPERATIONAL SUPPORT | $24,864 | |
| NURSERY VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 237 | NURSERY | TX | 77976 | NONE | PC | PURCHASE PPE GEAR | $10,000 | |
| OUR LADY OF VICTORY CATHOLIC SCHOOL | ||||||||
| 1311 E MESQUITE LN | VICTORIA | TX | 77901 | NONE | NC | ELECTRIC HEATING & COOLING | $10,000 | |
| PROMISE POINTE INC | ||||||||
| PO BOX 2293 | VICTORIA | TX | 77902 | NONE | PC | INFRASTRUCTURE PROJECTS | $7,500 | |
| SACRED HEART CATHOLIC SCHOOL | ||||||||
| 313 S TEXANA ST | HALLETTSVILLE | TX | 77964 | NONE | NC | ACADEMIC PROGRAMS,CHEERLEADER CAMP | $8,044 | |
| SALVATION ARMY | ||||||||
| 1302 N LOUIS | VICTORIA | TX | 77901 | NONE | PC | PROGRAMS & SERVICES | $10,000 | |
| S TX ASSESSMENT & REFERRAL SERVICES | ||||||||
| PO BOX 5140 | VICTORIA | TX | 77903 | NONE | PC | HIGH RISK DEVELOP. FOLLOW UP PROGRAM | $5,000 | |
| ST JOSEPH HIGH SCHOOL | ||||||||
| 110 E RED RIVER ST | VICTORIA | TX | 77901 | NONE | PC | FINANCIAL ASSISTANCE | $8,000 | |
| ST PHILIP CATHOLIC SCHOOL | ||||||||
| 302 W CHURCH ST | EL CAMPO | TX | 77437 | NONE | PC | TECHNOLOGY PROGRAM | $10,000 | |
| 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 | RENOVATION PROJECT | $10,000 | |
| UNIVERSITY OF HOUSTON-VICTORIA | ||||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | NONE | NC | CURRENT YEAR SCHOLARSHIPS | $10,000 | |
| VICTORIA BALLET THEATRE | ||||||||
| 2508 E MOCKINGBIRD LN | VICTORIA | TX | 77904 | NONE | PC | OPERATIONAL EXPENSES | $5,000 | |
| VICTORIA BUSINESS & EDUC COALITION | ||||||||
| 3404 N BEN JORDAN ST | VICTORIA | TX | 77901 | NONE | PC | PROGRAM SUPPORT, EXPANSION, GEN OP | $5,000 | |
| VICTORIA CHRISTIAN ASSIST MINISTRY | ||||||||
| PO BOX 1786 | VICTORIA | TX | 77902 | NONE | PC | FOOD PANTRY & UTILITIES ASSISTANCE | $9,000 | |
| VICTORIA COLLEGE | ||||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | NC | ENDOWMENT, SCHOLARSHIPS | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,908 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,930 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,663 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,468 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,353 | 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 | $2,295 | Amt |
| Net Investment Income | $2,295 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 235 SHARES | $20,037 | $24,576 |
| ADOBE SYSTEMS - 80 SHARES | $21,076 | $38,278 |
| AFFILIATED MANAGERS GR - 120 SHARES | ||
| ALLERGAN PLC - 145 SHARES | ||
| ALPHABET INC - A CLASS | $5,501 | $35,088 |
| ALPHABET INC - C CLASS | $17,647 | $70,430 |
| AMAZON.COM INC - 41 SHARES | $40,088 | $129,890 |
| AMERICAN TOWER REIT - 115 SHARES | $16,245 | $26,588 |
| AMERIPRISE FINL INC - 145 SHARES | $17,278 | $26,860 |
| APPLE INC - 1330 SHARES | $47,586 | $158,336 |
| AT&T INC - 235 SHARES | $7,750 | $6,756 |
| BERKSHIRE HATHAWAY INC - 160 SH | $16,618 | $36,626 |
| BOOKING HOLDINGS INC - 15 SHARES | $26,762 | $30,427 |
| BROADCOM LTD - 125 SHARES | $15,425 | $50,197 |
| CATERPILLAR INC - 300 SHARES | $30,770 | $52,077 |
| CHUBB CORP - 182 SHARES | $20,506 | $26,905 |
| CISCO SYSTEMS INC - 685 SHARES | $32,003 | $29,469 |
| CONOCOPHILLIPS COM - 450 SHARES | $20,910 | $17,802 |
| COSTCO WHOLESALE CORPORATION -115 SH | $9,146 | $31,341 |
| DANAHER CORP - 345 SHARES | $12,148 | $77,497 |
| DIGITAL RLTY TR INC - 150 SHARES | $14,688 | $20,212 |
| DISNEY (WALT) HOLDING CO - 270 SH | $31,269 | $39,963 |
| DOMINION ENERGY INC - 250 SHARES | ||
| DODGE & COX INCOME | ||
| DODGE & COX INTERNATIONAL | $98,664 | $100,319 |
| EATON CORP PLC - 210 SHARES | $14,748 | $25,433 |
| ECOLAB INC - 210 SHARES | $23,486 | $46,651 |
| EXXONMOBIL CORP - 755 SHARES | $42,221 | $28,788 |
| FACEBOOK - 135 SHARES | $11,349 | $37,391 |
| FMI INTERNATIONAL | $94,492 | $97,706 |
| FORD MOTOR COMPANY - 1250 SHARES | $13,607 | $11,350 |
| FORTIVE CORP - 322 SHARES | $11,834 | $22,582 |
| GOLDMAN SACHS SATELLITE STRATEGIES | $89,553 | $92,065 |
| HALLIBURTON COMPANY - 1005 SHARES | ||
| HARDING LOEVNER INTL EQUITY | $81,717 | $94,721 |
| HESS CORPORATION - 265 SHARES | $11,461 | $12,503 |
| HOME DEPOT INC - 165 SHARES | $21,689 | $45,773 |
| J P MORGAN CHASE & COMPANY - 475 SH | $22,092 | $55,993 |
| KEYCORP - 1660 SHARES | $30,166 | $25,663 |
| MCDONALD'S CORPORATION - 90 SHARES | $16,436 | $19,570 |
| MEDTRONIC PLC - 277 SHARES | $20,452 | $31,495 |
| MERCK & CO INC NEW COM - 605 SHARES | $34,645 | $48,636 |
| MICROSOFT CORP(WASHINGTON)-675 SH | $44,530 | $144,497 |
| NETFLIX INC - 60 SHARES | $18,926 | $29,442 |
| NORTHROP GRUMMAN CORP - 95 SHARES | $18,523 | $28,715 |
| PAYPAL HOL.DINGS - 95 SHARES | $18,730 | $20,341 |
| PEPSICO INC - 280 SHARES | $9,456 | $40,384 |
| PNC FINANCIAL SRVICES GRP INC-285 SH | $17,964 | $39,350 |
| PROCTER & GAMBLE COMPANY - 105 SHARE | $8,045 | $14,581 |
| RAYTHEON COMPANY - 376 SHARES | $20,825 | $26,967 |
| SALESFORCE.COM INC - 245 SHARES | $16,373 | $60,221 |
| STARBUCKS CORPORATION - 230 SHARES | $10,873 | $22,545 |
| T ROWE PRICE QM US SMALL CAP GROWTH | $142,335 | $203,522 |
| TE CONNECTIVITY LTD - 350 SHARES | $26,200 | $39,889 |
| THERMO FISHER - 160 SHARES | $10,906 | $74,397 |
| UNION PACIFIC CORP - 240 SHARES | $20,608 | $48,979 |
| UNITED HEALTH GROUP - 200 SHARES | $10,844 | $67,268 |
| UNITED TECHNOLOGIES CPR - 50 SHARES | ||
| V/G SMALL CAP INDEX - ADM CL | ||
| V/G INTERMED-TERM BOND | $33,895 | $35,116 |
| V/G STRATEGIC EQUITY INV CL | $216,840 | $233,916 |
| VERIZON COMMUNICATIONS - 780 SH | $39,754 | $47,120 |
| VICTORY TRIVALENT INTL SMALL CAP I | $59,707 | $77,032 |
| VISA INC - 250 SHARES | $16,352 | $52,588 |
| VONTIER CORP - 128 SHARES | $2,043 | $4,246 |
| WAL-MART STORES - 205 SHARES | $18,487 | $31,322 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,976 | 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 | $1,466,792 | 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 | $45,574 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 EXCISE TAX | $1,126 |
| 2019 EXCISE TAX | $1,120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT 1 | ||
| RENTAL EXPENSES | $3,303 | $3,303 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $4,701 | Amt |
| Net Investment Income | $4,701 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | CategoryTxt |
| Amt | $1,613 | Amt |
| Net Investment Income | $1,613 | NetInvestmentIncomeAmt |
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