WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-05-08
- IRS object ID
- 202041299349102269
- Schema version
- 2018v3.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds 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 | 2020-05-08T16:32:07-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | 2019-05-06 | 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 | 2020-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $4,393,917 | 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 | $6,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,039 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,480 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,773 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,773 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $12,773 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $66,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $581,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,848 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,140 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,253 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,253 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,295 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,595 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,595 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,632 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,000 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,689 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144 | CashBOYAmt |
| Cash EOY | $94 | CashEOYAmt |
| Cash EOYFMV | $94 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $212,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,877 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $250,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $224,662 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $224,092 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,831,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,845,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,704,411 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $35,000 | CorporateBondsBOYAmt |
| Invst Land Cost Or Other Basis | $243,659 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $243,659 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $243,659 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,266,869 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $5 | OtherAssetsBOYAmt |
| Other Assets EOY | $5 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,574 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,572,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,465,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,393,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,572,636 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,465,156 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,572,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,465,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,572,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,465,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,572,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,324 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,466,312 | SubtotalAmt |
| Other Decreases | $1,156 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,465,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FEDERAL FARM CREDIT BANK 2.69% | P | 2019-02-04 | 2019-06-14 | $25,000 | $24,988 | $12 | $12 |
| 7604 SH T ROWE PRICE QM US SMALL CAP | P | 2017-01-23 | 2019-07-25 | $7,604 | $5,637 | $1,967 | $1,967 |
| 2070 SH GENERAL ELECTRIC COMPANY | P | 2019-01-10 | 2019-08-15 | $16,371 | $19,285 | -$2,914 | -$2,914 |
| 1.510 SH V/G SMALL CAP INDEX-ADM CL | P | 2015-01-27 | 2019-01-24 | $104 | $84 | $20 | $20 |
| 16.099 SH HARDING LOEVNER INTL EQUIT | P | 2018-07-26 | 2019-07-25 | $359 | $378 | -$19 | -$19 |
| 260 SH CELGENE CORPORATION | P | 2009-10-09 | 2019-03-28 | $22,922 | $6,733 | $16,189 | $16,189 |
| 5.64 SH WABTEC | P | 2019-02-26 | 2019-03-28 | $408 | $434 | -$26 | -$26 |
| PEPSICO INC 2.25% | P | 2013-08-29 | 2019-01-07 | $35,000 | $35,000 | ||
| 350 SH ALTRIA GROUP INC | P | 2017-09-18 | 2019-03-28 | $19,982 | $21,890 | -$1,908 | -$1,908 |
| GOLDMAN SACHS BANK CD 1.65% | P | 2017-03-04 | 2019-03-04 | $125,000 | $125,000 | ||
| 420 SH CAMPBELL SOUP COMPANY | P | 2018-03-26 | 2019-10-02 | $19,436 | $17,182 | $2,254 | $2,254 |
| LAND TELFERNER, TX | P | 1990-01-01 | 2019-08-02 | $34,027 | $1,275 | $32,752 | $32,752 |
| 47.183 SH FMI INTERNATIONAL | P | 2016-07-21 | 2019-01-24 | $1,407 | $1,395 | $12 | $12 |
| 60 SH FACEBOOK | P | 2015-05-20 | 2019-01-10 | $8,571 | $4,804 | $3,767 | $3,767 |
| FEDERAL AG MTG CORP 1.43% | P | 2017-03-06 | 2019-03-15 | $50,000 | $50,000 | ||
| 571.318 SH GOLDMAN SACHS SATELLITE S | P | 2015-01-27 | 2019-01-24 | $4,422 | $4,603 | -$181 | -$181 |
| 305 SH HESS CORPORATION | P | 2016-03-28 | 2019-10-02 | $18,096 | $15,614 | $2,482 | $2,482 |
| 265 KRAFT HEINZ CO | P | 2016-09-14 | 2019-08-15 | $6,654 | $23,111 | -$16,457 | -$16,457 |
| 2305.234 SH T ROWE PRICE REAL ESTATE | P | 2015-03-11 | 2019-02-07 | $70,351 | $70,666 | -$315 | -$315 |
| 55 SH SALESFORCE.COM INC | P | 2015-04-02 | 2019-07-02 | $8,464 | $3,676 | $4,788 | $4,788 |
| 170 SH STARBUCKS CORPORATION | P | 2015-04-02 | 2019-01-10 | $10,883 | $8,037 | $2,846 | $2,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,848 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,947 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $209,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,340,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048302 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $204,351 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,215,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048476 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,937 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,125,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044341 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $188,962 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,707,577 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050966 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,145 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,776,525 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049025 | DistributionYr5Rt |
| Total Distribution | 0.241110 | TotalDistributionRt |
| Average Distribution | 0.048222 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,219,832 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $203,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,084 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $204,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,689 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,084 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,084 | SubtotalAmt |
| Tax Based On Investment Income | $1,084 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $1,126 | 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 | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,253 | 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 | $2,719,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,312,443 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,284,093 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,284,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,219,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,084 | TotalTaxAmt |
| Distributable Before Adj | $209,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $209,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $209,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,689 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $214,689 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,084 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,285 | UndistributedIncomePYAmt |
| Qualifying Distributions | $214,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,285 | AppliedToYear1Amt |
| Applied To Current Year | $191,404 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $18,504 | 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 (25 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| TEXAS GULF COAST REGION | 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | NONE | PC | SOUND THE ALARM SAVE A LIFE CAMPAIGN | $5,000 |
| BOYS & GIRLS CLUB OF VICTORIA | ||||||||
| PO BOX 2565 | VICTORIA | TX | 77902 | NONE | PC | YOUTH PROGRAM SERVICES | $12,500 | |
| FOSTER PARENTS OF VICTORIA | ||||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | NONE | PC | 2020 PROGRAMS | $5,000 | |
| GOLDEN CRESCENT HABITAT FOR HUMANIT | ||||||||
| PO BOX 1357 | VICTORIA | TX | 77902 | NONE | PC | CONSTRUCTION EQUIPMENT | $5,000 | |
| MEALS ON WHEELS VICTORIA | ||||||||
| PO BOX 1433 | VICTORIA | TX | 77901 | NONE | PC | OPERATIONAL SUPPORT | $18,000 | |
| NAZARETH ACADEMY | ||||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | NONE | PC | PLAYGROUND RENOVATION | $10,000 | |
| NURSERY VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 237 | NURSERY | TX | 77976 | NONE | PC | PURCHASE EQUIPMENT | $8,894 | |
| PROMISE POINTE INC | ||||||||
| PO BOX 2293 | VICTORIA | TX | 77902 | NONE | PC | INFRASTRUCTURE PROJECTS | $10,000 | |
| SACRED HEART CATHOLIC SCHOOL | ||||||||
| 313 S TEXANA ST | HALLETTSVILLE | TX | 77964 | NONE | NC | SCIENCE CURRICULUM | $2,795 | |
| SALVATION ARMY | ||||||||
| 1302 N LOUIS | VICTORIA | TX | 77901 | NONE | PC | PROGRAMS & SERVICES | $10,000 | |
| SAN ANTONIO BAY PARTNERSHIP | ||||||||
| 405 W POWER AVE | VICTORIA | TX | 77901 | NONE | PC | 2019 ESTUARY SA BAY DAY | $5,000 | |
| S TX ASSESSMENT & REFERRAL SERVICES | ||||||||
| PO BOX 5140 | VICTORIA | TX | 77903 | NONE | PC | FAMILY CONNECTS PROGRAM | $10,000 | |
| SPECIAL OLYMPICS TEXAS | ||||||||
| 1804 RUTHERFORD LN | AUSTIN | TX | 78752 | NONE | PC | SPONSOR 100 SPECIAL OLYMPIC ATHLETES | $5,000 | |
| ST JOSEPH HIGH SCHOOL | ||||||||
| 110 E RED RIVER ST | VICTORIA | TX | 77901 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| THE RIDING THERAPY CENTER | ||||||||
| PO BOX 462 | NURSERY | TX | 77976 | NONE | PC | SCHOLARSHIPS & OPERATING FUNDS | $5,000 | |
| TRINITY EPISCOPAL SCHOOL | ||||||||
| 1504 N MOODY | VICTORIA | TX | 77901 | NONE | PC | EDUCATIONAL KITS, INSTALL SINK | $4,000 | |
| UNIVERSITY OF HOUSTON-VICTORIA | ||||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | NONE | NC | CURRENT YEAR SCHOLARSHIPS | $10,000 | |
| VICTORIA ADULT LITERACY COUNCIL | ||||||||
| 2200 E RED RIVER STE 104 | VICTORIA | TX | 77901 | NONE | PC | EDUCATIONAL CLASSES AND TUTORING | $2,000 | |
| VICTORIA ART LEAGUE | ||||||||
| PO BOX 5011 | VICTORIA | TX | 77903 | NONE | PC | FACILITY IMPROVEMENTS & ART SUPPLIES | $5,000 | |
| VICTORIA BUSINESS & EDUC COALITION | ||||||||
| 3404 N BEN JORDAN ST | VICTORIA | TX | 77901 | NONE | PC | MENTOR CONNECT & WEBSITE UPGRADE | $5,000 | |
| VICTORIA CHRISTIAN ASSIST MINISTRY | ||||||||
| PO BOX 1786 | VICTORIA | TX | 77902 | NONE | PC | FOOD & UTILITIES ASSISTANCE PROGRAM | $7,000 | |
| VICTORIA COLLEGE | ||||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | NC | ENDOWMENT, SCHOLARSHIPS | $40,000 | |
| VICTORIA COLLEGE FOUNDATION | ||||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | NC | FUND SCHOLARSHIPS | $10,000 | |
| YMCA OF THE GOLDEN CRESCENT | ||||||||
| 713 HWY 35 SOUTH | PORT LAVACA | TX | 77979 | NONE | PC | PLAYGROUND FENCING | $4,500 | |
| YMCA OF THE GOLDEN CRESCENT | ||||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | NONE | PC | EQUIPMENT FOR STEM PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,689 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,039 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,480 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $12,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,140 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALLY BANK CD 1.2% | AssetDesc |
| Acquired | 2017-08 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-08 | SoldDt |
| Gross Sales Price | $75,000 | GrossSalesPriceAmt |
| Basis | $75,000 | BasisAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PEPSICO INC 2.25% DUE 1/7/19 | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS - 80 SHARES | $21,076 | $24,762 |
| AFFILIATED MANAGERS GR - 120 SHARES | $20,267 | $10,244 |
| ALLERGAN PLC - 145 SHARES | $24,680 | $26,816 |
| ALPHABET INC - A CLASS | $5,501 | $26,082 |
| ALPHABET INC - C CLASS | $17,647 | $52,198 |
| ALTRIA GROUP INC - 350 SHARES | ||
| AMAZON.COM INC - 41 SHARES | $40,088 | $73,833 |
| AMERICAN TOWER REIT - 115 SHARES | $16,245 | $24,613 |
| AMERIPRISE FINL INC - 145 SHARES | $17,278 | $23,761 |
| APPLE INC - 470 SHARES | $57,356 | $125,608 |
| AT&T INC - 235 SHARES | $7,750 | $8,784 |
| BERKSHIRE HATHAWAY INC - 160 SH | $16,618 | $35,248 |
| BOOKING HOLDINGS INC - 15 SHARES | $26,762 | $28,561 |
| BROADCOM LTD - 125 SHARES | $15,425 | $39,526 |
| CAMPBELL SOUP COMPANY - 420 SHARES | ||
| CATERPILLAR INC - 300 SHARES | $30,770 | $43,419 |
| CELGENE CORPORATION - 260 SHARES | ||
| CHUBB CORP - 182 SHARES | $20,506 | $27,569 |
| CONOCOPHILLIPS COM - 450 SHARES | $20,910 | $26,973 |
| COSTCO WHOLESALE CORPORATION -115 SH | $13,147 | $34,478 |
| DANAHER CORP - 345 SHARES | $12,148 | $50,363 |
| DIGITAL RLTY TR INC - 150 SHARES | $14,688 | $18,143 |
| DISNEY (WALT) HOLDING CO - 135 SH | $18,212 | $20,463 |
| DOMINION ENERGY INC - 250 SHARES | $15,955 | $20,778 |
| DODGE & COX INCOME | $89,119 | $91,724 |
| EATON CORP PLC - 210 SHARES | $15,941 | $19,425 |
| ECOLAB INC - 210 SHARES | $23,486 | $39,201 |
| EXXONMOBIL CORP - 390 SHARES | $27,563 | $26,571 |
| FACEBOOK - 135 SHARES | $11,349 | $27,221 |
| FMI INTERNATIONAL | $82,879 | $90,486 |
| FORD MOTOR COMPANY - 1250 SHARES | $13,607 | $11,325 |
| FORTIVE CORP - 402 SHARES | $15,401 | $29,012 |
| GOLDMAN SACHS SATELLITE STRATEGIES | $85,752 | $88,550 |
| HALLIBURTON COMPANY - 1005 SHARES | $41,160 | $21,095 |
| HARDING LOEVNER INTL EQUITY | $91,044 | $90,900 |
| HESS CORPORATION - 265 SHARES | $11,461 | $16,454 |
| HOME DEPOT INC - 165 SHARES | $21,689 | $36,384 |
| J P MORGAN CHASE & COMPANY - 475 SH | $22,092 | $62,586 |
| KEYCORP - 1660 SHARES | $30,166 | $32,187 |
| KRAFT HEINZ CO - 265 SHARES | ||
| MCDONALD'S CORPORATION - 40 SHARES | $6,616 | $7,779 |
| MEDTRONIC PLC - 277 SHARES | $20,452 | $30,855 |
| MERCK & CO INC NEW COM - 725 SHARES | $41,789 | $63,206 |
| MICROSOFT CORP(WASHINGTON)-675 SH | $44,530 | $102,182 |
| NETFLIX INC - 60 SHARES | $18,926 | $18,880 |
| NORTHROP GRUMMAN CORP - 95 SHARES | $18,523 | $33,418 |
| PEPSICO INC - 280 SHARES | $9,456 | $38,032 |
| PNC FINANCIAL SRVICES GRP INC-285 SH | $17,964 | $43,665 |
| PROCTER & GAMBLE COMPANY - 105 SHARE | $8,045 | $12,816 |
| RAYTHEON COMPANY - 140 SHARES | $17,254 | $30,439 |
| SALESFORCE.COM INC - 245 SHARES | $16,373 | $39,908 |
| STARBUCKS CORPORATION - 230 SHARES | $10,873 | $19,649 |
| T ROWE PRICE QM US SMALL CAP GROWTH | $110,600 | $151,992 |
| T ROWE PRICE REAL ESTATE | ||
| TE CONNECTIVITY LTD - 350 SHARES | $26,200 | $32,449 |
| THERMO FISHER - 160 SHARES | $10,906 | $50,232 |
| UNION PACIFIC CORP - 240 SHARES | $20,608 | $42,238 |
| UNITED HEALTH GROUP - 200 SHARES | $10,844 | $55,974 |
| UNITED TECHNOLOGIES CPR - 50 SHARES | $6,326 | $7,417 |
| V/G SMALL CAP INDEX - ADM CL | $55,952 | $75,218 |
| V/G STRATEGIC EQUITY INV CL | $217,412 | $228,224 |
| VERIZON COMMUNICATIONS - 780 SH | $39,754 | $46,987 |
| VICTORY TRIVALENT INTL SMALL CAP I | $65,701 | $76,967 |
| VISA INC - 250 SHARES | $16,352 | $46,128 |
| WAL-MART STORES - 205 SHARES | $18,487 | $24,413 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $224,662 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $224,092 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $243,659 | CostOrOtherBasisAmt |
| Book Value | $243,659 | BookValueAmt |
| EOYFMV | $1,266,869 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 EXCISE TAX | Desc |
| Amt | $1,156 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT 1 | ||
| RENTAL EXPENSES | $1,000 | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $2,595 | Amt |
| Net Investment Income | $2,595 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | CategoryTxt |
| Amt | $1,632 | Amt |
| Net Investment Income | $1,632 | NetInvestmentIncomeAmt |
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