WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-05-16
- IRS object ID
- 201821369349100112
- Schema version
- 2016v3.1
- 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
- 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
- Legal Fees Schedule
- 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 | 2018-05-16T11:23:48-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | 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 | 2016-12-01 | 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 | 2018-05-15 | 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 | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $4,366,324 | 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 | $10,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,379 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,076 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,076 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,623 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $18,432 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $913,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,432 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,108 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,517 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,517 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,715 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,715 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,995 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,459 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,693 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,453 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $296 | CashEOYAmt |
| Cash EOYFMV | $296 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $614,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $368,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $367,178 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $150,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $250,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $244,554 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,698,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,769,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,361,148 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $110,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $35,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,130 | CorporateBondsEOYFMVAmt |
| 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 | $1,312,444 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $5 | OtherAssetsBOYAmt |
| Other Assets EOY | $5 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,574 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,816,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,666,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,366,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,816,787 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,666,712 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,816,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,816,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,666,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,816,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,075 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,668,712 | SubtotalAmt |
| Other Decreases | $2,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60 SH ALLERGAN PLC | P | 2016-03-28 | 2016-12-22 | $11,640 | $16,744 | -$5,104 | -$5,104 |
| 293.35 SH DODGE & COX INTERNATIONAL | P | 2015-01-06 | 2017-07-26 | $12,453 | $11,930 | $523 | $523 |
| 200 SH EOG RESOURCES INC | P | 2015-04-02 | 2016-12-22 | $20,536 | $18,509 | $2,027 | $2,027 |
| 1140 SH GENERAL ELECTRIC | P | 2014-03-25 | 2017-09-18 | $27,855 | $28,738 | -$883 | -$883 |
| 125 SH FACEBOOK | P | 2015-05-20 | 2016-12-22 | $14,654 | $10,009 | $4,645 | $4,645 |
| 220 SH HASBRO INC | P | 2016-06-21 | 2017-09-18 | $20,545 | $19,060 | $1,485 | $1,485 |
| 400 SH WELLS FARGO & COMPANY | P | 2015-04-02 | 2016-12-22 | $22,328 | $21,735 | $593 | $593 |
| 340 SH NIKE INC CL B | P | 2015-04-02 | 2017-03-13 | $19,216 | $16,961 | $2,255 | $2,255 |
| 90 SH WELLS FARGO & COMPANY | P | 2016-01-18 | 2016-12-22 | $5,024 | $4,237 | $787 | $787 |
| 225 SH SCHLUMBERGER LTD | P | 2014-06-13 | 2017-03-13 | $17,592 | $24,324 | -$6,732 | -$6,732 |
| 100 SH DIGITAL RLTY TR INC | P | 2016-12-22 | 2017-09-18 | $11,689 | $9,649 | $2,040 | $2,040 |
| 7545.202 SH V/G MID CAP GROWTH | P | 2015-02-20 | 2017-01-23 | $171,653 | $185,610 | -$13,957 | -$13,957 |
| 250 SH DOLLAR GENERAL CORP | P | 2016-03-28 | 2017-03-13 | $18,016 | $21,423 | -$3,407 | -$3,407 |
| 50.82 SH V/G SMALL CAP INDEX | P | 2015-01-06 | 2017-01-23 | $3,160 | $2,751 | $409 | $409 |
| 275 SH HARLEY DAVIDSON INC | P | 2017-03-13 | 2017-09-18 | $13,309 | $16,621 | -$3,312 | -$3,312 |
| 483.357 SH VICTORY TRIVALENT INTL | P | 2015-07-09 | 2017-07-26 | $6,535 | $5,626 | $909 | $909 |
| 215 SH PRAXAIR INC | P | 2016-03-28 | 2017-03-13 | $24,953 | $24,108 | $845 | $845 |
| 180 SH FEDEX CORPORATION | P | 2012-04-12 | 2017-03-13 | $34,617 | $16,258 | $18,359 | $18,359 |
| 60.24 SH T ROWE PRICE QM US SMALL CA | P | 2017-01-23 | 2017-07-26 | $1,959 | $1,748 | $211 | $211 |
| 1275 SH ORACLE CORPORATION | P | 2007-07-19 | 2017-03-13 | $54,294 | $26,456 | $27,838 | $27,838 |
| 263.363 SH V/G MID CAP GROWTH | P | 2016-07-21 | 2007-12-31 | $5,992 | $5,873 | $119 | $119 |
| 75 SH WELLS FARGO CO 2.75% | P | 2012-06-26 | 2017-11-09 | $74,589 | $75,000 | -$411 | -$411 |
| FEDERAL HOME LOAN MTG CORP 2.2% | P | 2017-05-26 | 2017-09-29 | $50,000 | $50,000 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $1,778 | $1,778 | $1,778 | |||
| 40 SH AFFILIATED MANAGERS GR | P | 2015-09-01 | 2017-09-18 | $7,277 | $7,257 | $20 | $20 |
| 4123.157 SH ARTISAN SMALL CAP INVEST | P | 2015-02-20 | 2007-12-31 | $120,437 | $120,162 | $275 | $275 |
| 55 SH CHIPOTLE MEXICAN GRILL INC | P | 2015-09-01 | 2017-09-18 | $16,613 | $29,493 | -$12,880 | -$12,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,432 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,821 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,937 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,125,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,962 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,707,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050966 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,145 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,776,525 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049025 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $174,721 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,667,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047635 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,905 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,609,743 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052886 | DistributionYr5Rt |
| Total Distribution | 0.244853 | TotalDistributionRt |
| Average Distribution | 0.048971 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,215,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,438 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $563 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $204,351 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,126 | SubtotalAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,203 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,303 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,177 | OverpaymentAmt |
| Applied To ES Tax | $1,177 | AppliedToESTaxAmt |
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 |
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 | $15,517 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $15,517 | 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 | $2,460,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $506,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,312,444 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,279,721 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,279,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,215,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,126 | TotalTaxAmt |
| Distributable Before Adj | $209,650 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $209,650 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $209,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,351 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $204,351 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $204,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,947 | UndistributedIncomePYAmt |
| Qualifying Distributions | $204,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,947 | AppliedToYear1Amt |
| Applied To Current Year | $191,404 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $18,246 | 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 (23 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 | OPERATIONAL EXPENSES | $5,000 |
| BOYS & GIRLS CLUB OF VICTORIA | |||||||
| PO BOX 2565 | VICTORIA | TX | 77902 | NONE | PC | YOUTH PROGRAM SERVICES | $10,000 |
| CHILDREN'S DISCOVERY MUSEUM | |||||||
| PO BOX 3781 | VICTORIA | TX | 77903 | NONE | PC | FUNDING SECOND PHASE FABRICATION | $5,000 |
| FOSTER PARENTS OF VICTORIA | |||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | NONE | PC | 2018 PROGRAMS | $3,500 |
| GOLDEN CRESCENT HABITAT FOR HUMANIT | |||||||
| PO BOX 1357 | VICTORIA | TX | 77902 | NONE | PC | REMODEL/PREPARE CONSTRUCTION WAREHSE | $5,000 |
| GULF BEND CENTER | |||||||
| 6502 NURSERY DR STE 100 | VICTORIA | TX | 77904 | NONE | PC | WELLNESS COMMUNITY | $5,000 |
| HOPE CHILD ADVOCACY CENTER | |||||||
| PO BOX 3651 | VICTORIA | TX | 77903 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| MID-COAST FAMILY SERVICES | |||||||
| 120 S MAIN STE 175 | VICTORIA | TX | 77901 | NONE | PC | OPERATIONAL EXPENSES | $13,351 |
| NAZARETH ACADEMY | |||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | NONE | PC | PURCHASE 8 COMPUTERS | $10,000 |
| SACRED HEART CATHOLIC SCHOOL | |||||||
| 313 S TEXANA ST | HALLETTSVILLE | TX | 77964 | NONE | PC | 2 NEW DEFIBRILLATORS & CARTRIDGES | $3,000 |
| SAN ANTONIO BAY PARTNERSHIP | |||||||
| 405 W POWER AVE | VICTORIA | TX | 77901 | NONE | PC | ESTUARY EDUCATION WEEK | $3,000 |
| SOUTH TX ASSESSMENT & REFERRAL SVCS | |||||||
| 117 MEDICAL DR SUITE 4 | VICTORIA | TX | 77904 | NONE | PC | HIGH RISK DEVELOPMENTAL FOLLOW-UP | $10,000 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 1804 RUTHERFORD LN | AUSTIN | TX | 78752 | NONE | PC | SUPPORT 100 SPECIAL OLYMPIC ATHLETES | $5,000 |
| THE RIDING THERAPY CENTER | |||||||
| PO BOX 462 | NURSERY | TX | 77976 | NONE | PC | SCHOLARSHIPS FOR LOW INCOME CLIENTS | $10,000 |
| 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 | 2016-2017 OPERATING FUNDS | $4,000 |
| VICTORIA CHRISTIAN ASSIST MINISTRY | |||||||
| PO BOX 1786 | VICTORIA | TX | 77902 | NONE | PC | FOOD & UTILITIES ASSISTANCE PROGRAM | $5,000 |
| VICTORIA CHRISTIAN SCHOOL | |||||||
| 3310 N BEN JORDAN | VICTORIA | TX | 77901 | NONE | PC | PURCHASE 10 LAPTOPS AND 5 TABLETS | $5,000 |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | NC | ENDOWMENT SCHOLARSHIP | $30,000 |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | NC | FUND SCHOLARSHIPS | $10,000 |
| VICTORIA COUNTY SENIOR CITIZENS | |||||||
| P O BOX 1433 | VICTORIA | TX | 77902 | NONE | PC | FISCAL YEAR 2018 SUPPORT | $15,000 |
| YMCA OF THE GOLDEN CRESCENT | |||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | NONE | PC | SHADE STRUCTURES AT FAMILY POOL | $20,000 |
| YMCA OF THE GOLDEN CRESCENT | |||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | NONE | PC | HURRICANE HARVEY RECOVERY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,351 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,379 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,432 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,655 | 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 | $1,995 | Amt |
| Net Investment Income | $1,995 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALLY BANK CD .9% DUE 3/6/17 | AssetDesc |
| Acquired | 2015-03 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2017-03 | SoldDt |
| Gross Sales Price | $125,000 | GrossSalesPriceAmt |
| Basis | $125,000 | BasisAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO INC 2.25% DUE 1/7/19 | $35,000 | $35,130 |
| WELLS FARGO CO 2.5% DUE 6/29/17 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFILIATED MANAGERS GR - 120 SHARES | $20,267 | $23,840 |
| ALLERGAN PLC | ||
| ALPHABET INC - A CLASS | $5,501 | $20,723 |
| ALPHABET INC - C CLASS | $17,647 | $40,856 |
| ALTRIA GROUP INC | $21,891 | $23,741 |
| AMAZON.COM INC | $31,508 | $42,363 |
| AMERIPRISE FINL INC - 200 SHARES | $24,433 | $32,646 |
| APPLE INC - 310 SHARES | $29,840 | $53,274 |
| ARTISAN SMALL CAP INVESTOR | ||
| BAKER HUGHES - 535 SHARES | $11,012 | $15,906 |
| BERKSHIRE HATHAWAY INC - 160 SH | $16,618 | $30,882 |
| BROADCOM LTD - 200 SHARES | $24,680 | $55,588 |
| CATERPILLAR INC - 300 SHARES | $30,769 | $42,345 |
| CELGENE CORPORATION - 260 SHARES | $7,167 | $26,216 |
| CF INDUSTRIES HOLDING INC-700 SHARES | $20,598 | $26,229 |
| CHIPOTLE MEXICAN GRILL INC - 55 SH | ||
| CHUBB CORP - 182 SHARES | $20,506 | $27,684 |
| CONOCOPHILLIPS COM - 450 SHARES | $20,910 | $22,896 |
| COSTCO WHOLESALE CORPORATION -190 SH | $21,722 | $35,042 |
| DANAHER CORP - 345 SHARES | $12,148 | $32,554 |
| DENTSPLY SIRONA INC - 325 SHARES | $19,580 | $21,778 |
| DIGITAL RLTY TR INC - 150 SHARES | $14,806 | $17,505 |
| DOMINION RESOURCES INC - 250 SHARES | $15,955 | $21,033 |
| DODGE & COX INCOME | $96,592 | $105,917 |
| DOLLAR GENERAL CORP - 250 SHARES | ||
| DOMINION RES INC VA - 250 SHARES | ||
| ECOLAB INC - 210 SHARES | $23,486 | $28,543 |
| EOG RESOURCES INC - 200 SHARES | ||
| EXXONMOBIL CORP - 390 SHARES | $27,563 | $32,483 |
| FACEBOOK - 195 SHARES | $16,154 | $34,550 |
| FEDEX CORP COM 180 SHARES | ||
| FMI INTERNATIONAL | $92,846 | $107,221 |
| FORTIVE CORP - 402 SHARES | $15,401 | $30,009 |
| GENERAL ELECTRIC COMPANY -1140 SHARE | ||
| GOLDMAN SACHS SATELLITE STRATEGIES | $100,653 | $106,338 |
| HALLIBURTON COMPANY - 595 SHARES | $29,266 | $24,859 |
| HASBRO INC ISIN US - 220 SHARES | ||
| HESS CORPORATION - 570 SHARES | $27,075 | $26,152 |
| HOME DEPOT INC - 165 SHARES | $21,689 | $29,670 |
| J P MORGAN CHASE & COMPANY - 475 SH | $22,092 | $49,647 |
| KEYCORP - 1660 SHARES | $30,166 | $31,507 |
| KRAFT HEINZ CO - 265 SHARES | $23,111 | $21,563 |
| MEDTRONIC PLC - 277 SHARES | $20,452 | $22,750 |
| MERCK & CO INC NEW COM - 325 SHARES | $19,347 | $17,963 |
| MICROSOFT CORP(WASHINGTON)-590 SH | $33,058 | $49,660 |
| NIKE INC CL B - 340 SHARES | ||
| NORTHROP GRUMMAN CORP - 95 SHARES | $18,523 | $29,203 |
| ORACLE CORPORATION - 1,275 SHARES | ||
| PENTAIR PLC - 305 SHARES | $18,858 | $21,704 |
| PEPSICO INC - 280 SHARES | $9,456 | $32,626 |
| PNC FINANCIAL SRVICES GRP INC-285 SH | $17,964 | $40,060 |
| PRAXAIR INC - 215 SHARES | ||
| RAYTHEON COMPANY - 140 SHARES | $17,254 | $26,761 |
| SALESFORCE.COM INC - 300 SHARES | $20,049 | $31,296 |
| SCHLUMBERGER LTD - 225 SHARES | ||
| STARBUCKS CORPORATION - 400 SHARES | $18,910 | $23,128 |
| T ROWE PRICE QM US SMALL CAP GROWTH | $115,642 | $139,432 |
| T ROWE PRICE REAL ESTATE | $64,233 | $66,767 |
| TE CONNECTIVITY LTD - 350 SHARES | $26,200 | $33,054 |
| THERMO FISHER - 160 SHARES | $10,906 | $30,842 |
| TJX COMPANIES INC - 275 SHARES | $19,109 | $20,776 |
| TRACTOR SUPPLY COMPANY - 135 SHARES | $8,313 | $9,212 |
| UNION PACIFIC CORP - 240 SHARES | $20,608 | $30,360 |
| UNITED HEALTH GROUP - 200 SHARES | $10,844 | $45,634 |
| V/G MID CAP GROWTH | ||
| V/G SMALL CAP INDEX - ADM CL | $55,245 | $68,955 |
| V/G STRATEGIC EQUITY INV CL | $182,860 | $204,878 |
| VERIZON COMMUNICATIONS - 780 SH | $39,754 | $39,694 |
| VICTORY TRIVALENT INTL SMALL CAP I | $56,248 | $70,689 |
| VISA INC - 350 SHARES | $22,893 | $39,406 |
| WALGREEN BOOTS ALLIANCE INC - 340 SH | $28,976 | $24,738 |
| WELLS FARGO & COMPANY - 490 SHARES |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $250,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $244,554 | 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 | $1,312,444 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,715 | LegalFeesAmt |
| Net Investment Income | $2,715 | NetInvestmentIncomeAmt |
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 | 2016 ESTIMATED TAX PAYMENTS | Desc |
| Amt | $2,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT 1 | ||
| RENTAL EXPENSES | $3,453 | $3,453 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $6,459 | Amt |
| Net Investment Income | $6,459 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | CategoryTxt |
| Amt | $1,693 | Amt |
| Net Investment Income | $1,693 | NetInvestmentIncomeAmt |
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