THE WILLIAM AND PHYLLIS SNYDER: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE WILLIAM AND PHYLLIS SNYDER (EIN 75-2847446)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-13
IRS object ID
202022269349100307
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-13T09:47:54-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271681844PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ESTES ARMSTRONG EARLEY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1907 W HENDERSON STE AAddressLine1Txt
CityCLEBURNECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752847446EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM AND PHYLLIS SNYDERBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSNYDBusinessNameControlTxt
Phone2146926941PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1536 MELODY LANEAddressLine1Txt
CityRICHARDSONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75081ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAYTON R SNYDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2146926941PhoneNum
Signature2020-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY L ESTESPreparerPersonNm
PTINP01069203PTIN
Phone8176453962PhoneNum
Preparation2020-08-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$949,720FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$33,501DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,501DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,376NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$28,376CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$20OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$61,897TotalRevAndExpnssAmt
Total Net Invst Incm$61,897TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,179AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,241OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,343TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,763TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,134ExcessRevenueOverExpensesAmt
Net Investment Income$61,897NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,907SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,782SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,782SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,000PrepaidExpensesBOYAmt
Prepaid Expenses EOY$640PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$640PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$833,106CorporateStockBOYAmt
Corporate Stock EOY$929,298CorporateStockEOYAmt
Corporate Stock EOYFMV$929,298CorporateStockEOYFMVAmt
Total Assets BOY$846,013TotalAssetsBOYAmt
Total Assets EOY$949,720TotalAssetsEOYAmt
Total Assets EOYFMV$949,720TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$846,013NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$949,720NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$846,013TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$949,720TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$846,013TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$949,720TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$846,013TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,134ExcessRevenueOverExpensesAmt
Other Increases$100,573OtherIncreasesAmt
Subtotal$949,720SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$949,720TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WESTWOOD TRUSTP$6,978$6,978
WESTWOOD TRUSTP$21,398$21,398
FieldValueIRS element (for citing)
Capital Gain Net Income$28,376CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,369AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$927,860NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047819DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,005AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$927,705NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047434DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,745AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$885,298NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051672DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,602AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$937,762NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047562DistributionYr4Rt
Adjusted Qlfy Distri Yr5$14,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$930,850NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.015040DistributionYr5Rt
Total Distribution0.209527TotalDistributionRt
Average Distribution0.041905AverageDistributionRt
Net Vl Noncharitable Assets$902,171NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$37,805AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$619NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,424AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$619InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$619SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$619TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$640EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21OverpaymentAmt
Applied To ES Tax$21AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksESTES ARMSTRONG EARLEY LLCIndividualWithBooksNm
Phone8176453962PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1907-A WEST HENDERSONAddressLine1Txt
CityCLEBURNECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76033ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAYTON R SNYDER
7412 CROFTON DRIVEDALLASTX75231PRESIDENT0.00$0$0$0
JANE SNYDER FITZPATRICK
2205 S GAYOSONEW ORLEANSLA70125VICE PRESIDENT0.00$0$0$0
WILLIAM B SNYDER JR
6469 RIDGEMONT DRIVEDALLASTX75214TREASURER0.00$0$0$0
CLAUDIA SNYDER FERRARA
536 MELODY LANERICHARDSONTX75081SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$903,608AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,302AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$915,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$915,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,739CashDeemedCharitableAmt
Net Vl Noncharitable Assets$902,171NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,109MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,109MinimumInvestmentReturnAmt
Tax Based On Investment Income$619TaxBasedOnInvestmentIncomeAmt
Total Tax$619TotalTaxAmt
Distributable Before Adj$44,490DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,490DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,490DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$619PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,381AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,490DistributableAsAdjustedAmt
Undistributed Income PY$44,700UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Applied To Year1$44,700AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$300AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$44,190UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VISITING NURSE ASSOCIATION OF TEXAS
1600 VICEROY DRIVE STE 400DALLASTX75235HEALTH & EDUCATIONAL$3,000
ESSILOR VISION FOUNDATION
13515 NORTH STEMMONS FREEWAYDALLASTX75234HEALTH & EDUCATIONAL$10,000
RETINA FOUNDATION OF THE SOUTHWEST
9600 N CENTRAL EXPRESSWAYDALLASTX75231HEALTH & EDUCATIONAL$5,000
THE MAGDALEN HOUSE
1302 REDWOOD CIRCLEDALLASTX75218HEALTH & EDUCATIONAL$25,000
CISTERCIAN GENERAL SCHOLRSHIP FUNDS
3600 CISTERCIAN RDIRVINGTX75039HEALTH & EDUCATIONAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,501ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,376RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,501ExclusionAmt
Related Or Exempt Function Incm$28,396RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,897TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE.
7THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE.
8THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,179Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWESTWOOD TRUSTStockNm
EOY Book Value$929,298EOYBookValueAmt
EOYFMV$929,298EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITAL AND FOREIGNDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$20NetInvestmentIncomeAmt
Adjusted Net Income$20AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$100,573Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$6,241Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$631$0$0
FOREIGN TAXES PAID$712$0$0

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