WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-05-08
- IRS object ID
- 201721289349100902
- Schema version
- 2015v3.0
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T11:03:02-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | 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 | 2017-05-04 | 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 | 2017-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $4,133,276 | 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 | $19,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,123 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,840 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,840 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $12,203 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $58,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $934,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,527 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $780 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $780 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,578 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,578 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,649 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $637 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $637 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $382,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $614,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $616,178 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $406,415 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $144,959 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,661,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,698,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,950,410 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $210,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $110,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,285 | 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 | $1,266,870 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $5 | OtherAssetsBOYAmt |
| Other Assets EOY | $5 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,574 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,904,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,816,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,133,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,904,091 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,816,787 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,904,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,816,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,904,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,816,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,904,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,304 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,817,787 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,816,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO CO STEP UP 3.25% | P | 2011-08-08 | 2016-08-12 | $100,000 | $100,000 | ||
| 3891.269 SH V/G GLOBAL EQUITY | P | 2015-01-27 | 2016-07-21 | $95,103 | $94,612 | $491 | $491 |
| 100 SH CITIGROUP INC COM NEW | P | 2016-06-21 | 2016-09-14 | $4,679 | $4,285 | $394 | $394 |
| FEDERAL HOME LOAN BANK 3.00% | P | 2012-12-20 | 2016-06-26 | $100,000 | $100,893 | -$893 | -$893 |
| 348.412 SH GOLDMAN SACHS SATELLITE S | P | 2015-01-27 | 2016-07-21 | $2,742 | $2,801 | -$59 | -$59 |
| 100 SH BAKER HUGHES INC | P | 1987-05-15 | 2016-03-28 | $4,421 | $2,058 | $2,363 | $2,363 |
| FEDERAL HOME LOAN BANK 2.35% | P | 2012-12-21 | 2016-07-19 | $45,000 | $45,000 | ||
| 342.777 SH T ROWE PRICE REAL ESTATE | P | 2015-01-06 | 2016-07-21 | $10,465 | $9,440 | $1,025 | $1,025 |
| .4 SH CHUBB CORP | P | 2016-01-18 | 2016-01-27 | $44 | $45 | -$1 | -$1 |
| FEDERAL HOME LOAN BANK 1.40% | P | 2015-02-24 | 2016-03-11 | $125,000 | $125,000 | ||
| 320 SH AKAMAI TECHNOLOGIES | P | 2015-10-02 | 2016-03-28 | $17,642 | $22,250 | -$4,608 | -$4,608 |
| FEDERAL FARM CREDIT BANK 3.20% | P | 2013-07-18 | 2016-06-06 | $100,000 | $95,420 | $4,580 | $4,580 |
| 305 SH DUPONT E I DENEMOURS | P | 2012-04-12 | 2016-01-06 | $19,236 | $15,232 | $4,004 | $4,004 |
| CHUBB CORPORATION | P | 2013-09-01 | 2015-12-01 | $13,188 | $13,188 | $13,188 | |
| 300 SH LOWES COMPANIES INC COM | P | 2015-04-02 | 2016-03-28 | $22,488 | $22,499 | -$11 | -$11 |
| CASH IN LIEU - DANAHER CORP | P | 2013-10-01 | 2016-07-13 | $1 | $1 | $1 | |
| 285 SH DISNEY (WALT) HOLDING CO | P | 2012-04-12 | 2016-06-21 | $28,095 | $12,064 | $16,031 | $16,031 |
| CASH IN LIEU - CHUBB CORPORATION | P | 2013-09-01 | 2016-01-26 | $5 | $5 | $5 | |
| 275 SH CERNER CORP | P | 2015-04-02 | 2016-03-28 | $14,218 | $20,052 | -$5,834 | -$5,834 |
| CAPITAL GAIN DISTRIBUTIONS | P | $13,815 | $13,815 | $13,815 | |||
| 250 SH EXPRESS SCRIPTS HLDG CO | P | 2014-06-13 | 2016-06-21 | $18,578 | $17,912 | $666 | $666 |
| ACE/CHUBB MERGER | P | 2016-01-20 | $3,803 | $3,803 | |||
| 240 SH CEF ENERGY SELECT SPDR | P | 2016-01-06 | 2016-03-28 | $14,773 | $14,059 | $714 | $714 |
| 600 SH KROGER CO | P | 2015-04-02 | 2016-09-14 | $18,439 | $23,192 | -$4,753 | -$4,753 |
| 23.874 SH V/G SMALL CAP INDEX - ADM | P | 2015-01-06 | 2016-07-21 | $1,373 | $1,292 | $81 | $81 |
| 60 SH THERMO FISHER SCIENTIFIC INC | P | 2010-12-20 | 2016-06-21 | $8,919 | $3,323 | $5,596 | $5,596 |
| 175 SH GILEAD SCIENCES INC | P | 2015-04-02 | 2016-03-28 | $16,438 | $17,300 | -$862 | -$862 |
| 48.433 SH ARTISAN SMALL CAP INVESTOR | P | 2015-01-06 | 2016-07-21 | $1,375 | $1,365 | $10 | $10 |
| 150 SH BOEING COMPANY | P | 2014-06-13 | 2016-03-28 | $19,738 | $19,829 | -$91 | -$91 |
| 446 SH VERIZON COMMUNICATIONS | P | 2012-02-01 | 2016-06-21 | $24,088 | $19,335 | $4,753 | $4,753 |
| 15 SH THE PRICELINE GROUP INC | P | 2015-04-02 | 2016-03-28 | $19,380 | $17,419 | $1,961 | $1,961 |
| 400 SH CITIGROUP INC COM NEW | P | 2015-09-01 | 2016-09-14 | $18,714 | $20,496 | -$1,782 | -$1,782 |
| 100 SH UNITED HEALTH GROUP INC | P | 2012-12-27 | 2016-03-28 | $12,929 | $5,422 | $7,507 | $7,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,291 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,568 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,962 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,707,577 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050966 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $185,145 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,776,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049025 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $174,721 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,667,907 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,905 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,609,743 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052886 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,579 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,822,533 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050380 | DistributionYr5Rt |
| Total Distribution | 0.250892 | TotalDistributionRt |
| Average Distribution | 0.050178 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,125,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,019 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $966 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207,985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $182,937 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,933 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,933 | SubtotalAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,158 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,158 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $1,203 | OverpaymentAmt |
| Applied To ES Tax | $1,203 | 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 | $15,250 | 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 | $2,310,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $565,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,312,444 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,188,511 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,188,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,125,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,933 | TotalTaxAmt |
| Distributable Before Adj | $204,351 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $204,351 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $204,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,937 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $182,937 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $182,937 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,351 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $8,467 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,937 | QualifyingDistributionsAmt |
| Applied To Current Year | $182,937 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,467 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,467 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $12,947 | 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 (22 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 | $3,500 |
| BOYS & GIRLS CLUB OF VICTORIA | |||||||
| PO BOX 2565 | VICTORIA | TX | 77902 | NONE | PC | CURRENT PROGRAM ENHANCEMENTS | $5,000 |
| CHILDREN'S DISCOVERY MUSEUM | |||||||
| PO BOX 3781 | VICTORIA | TX | 77903 | NONE | PC | UNRESTRICTED FUNDS | $22,000 |
| FOSTER PARENTS OF VICTORIA | |||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | NONE | PC | GENERAL OPERATING FUNDS | $3,500 |
| GOLDEN CRESCENT HABITAT FOR HUMANIT | |||||||
| PO BOX 1357 | VICTORIA | TX | 77902 | NONE | PC | TRUCK UPGRADE, OFFICE EQUIPMENT | $6,100 |
| GULF BEND CENTER | |||||||
| 6502 NURSERY DR STE 100 | VICTORIA | TX | 77904 | NONE | PC | PURCHASE COMPUTER HARDWARE | $10,000 |
| NAZARETH ACADEMY | |||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | NONE | PC | PURCHASE 8 COMPUTERS | $5,000 |
| SAN ANTONIO BAY PARTNERSHIP | |||||||
| 405 W POWER AVE | VICTORIA | TX | 77901 | NONE | PC | ESTUARY EDUCATION WEEK | $3,000 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 1804 RUTHERFORD LN | AUSTIN | TX | 78752 | NONE | PC | TRAINING AND COMPETITION EXPENSES | $5,000 |
| THE RIDING THERAPY CENTER | |||||||
| PO BOX 462 | NURSERY | TX | 77976 | NONE | PC | COVERED ARENA PAVILION PROJECT | $4,000 |
| UNIVERSITY OF HOUSTON-VICTORIA | |||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | NONE | NC | CURRENT YEAR SCHOLARSHIPS | $10,000 |
| VICTORIA ART LEAGUE | |||||||
| PO BOX 5011 | VICTORIA | TX | 77903 | NONE | PC | STRUCTURAL IMPROVEMENTS | $2,000 |
| 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 | FOOD AND FUEL EXPENSES | $15,000 |
| YMCA OF THE GOLDEN CRESCENT CALHOUN | |||||||
| 1300 N VIRGINIA | PORT LAVACA | TX | 77979 | NONE | PC | PLAYGROUND AT NEW LOCATION | $10,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 7400 LOUIS PASTEUR DR 200 | SAN ANTONIO | TX | 78229 | NONE | PC | UNDERWRITE EDUCATIONAL SYMPOSIUM | $1,500 |
| HOPE CHILD ADVOCACY CENTER | |||||||
| PO BOX 3651 | VICTORIA | TX | 77903 | NONE | PC | OPERATIONAL COSTS | $5,000 |
| CALHOUN FFA BOOSTER CLUB | |||||||
| 201 SANDCRAB BLVD | PORT LAVACA | TX | 77979 | NONE | PC | PURCHASE CATTLE PENS FOR STOCK SHOW | $2,000 |
| COMMUNITY ACTION COMMITTEE OF VICTO | |||||||
| PO BOX 3607 | VICTORIA | TX | 77903 | NONE | PC | KITCHEN AT NEW LOCATION | $2,500 |
| SALVATION ARMY | |||||||
| PO BOX 3045 | VICTORIA | TX | 77903 | NONE | PC | OPERATIONAL AND PROGRAM SERVICES | $5,000 |
| YMCA OF THE GOLDEN CRESCENT | |||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | NONE | PC | UNRESTRICTED FUNDS | $22,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,937 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,273 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,123 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $12,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $116,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,890 | 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 | $2,578 | Amt |
| Net Investment Income | $2,578 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ORCHARD CULTURAL ED 3.688% | AssetDesc |
| Acquired | 2010-07 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-11 | SoldDt |
| Gross Sales Price | $40,000 | GrossSalesPriceAmt |
| Basis | $40,000 | BasisAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO INC 2.25% DUE 1/7/19 | $35,000 | $35,457 |
| WELLS FARGO CO 3.25% DUE 8/12/23 | ||
| WELLS FARGO CO 2.5% DUE 6/29/17 | $75,000 | $73,828 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFILIATED MANAGERS GR - 120 SHARES | $27,524 | $23,696 |
| AKAMAI TECHNOLOGIES INC - 320 SHARES | ||
| ALLERGAN PLC | $16,744 | $11,658 |
| ALPHABET INC - A CLASS | $5,501 | $15,518 |
| ALPHABET INC - C CLASS | $17,647 | $30,322 |
| AMERIPRISE FINL INC - 150 SHARES | $24,433 | $22,842 |
| APPLE INC - 310 SHARES | $29,840 | $34,261 |
| ARTISAN SMALL CAP INVESTOR | $120,162 | $118,829 |
| AVAGO TECHNOLOGIES LET - 200 SHARES | ||
| BAKER HUGHES - 535 SHARES | $11,012 | $34,417 |
| BERKSHIRE HATHAWAY INC - 160 SH | $16,618 | $25,190 |
| BOEING COMPANY - 150 SHARES | ||
| BROADCOM LTD - 200 SHARES | $24,680 | $34,098 |
| CELGENE CORPORATION - 260 SHARES | $7,167 | $30,813 |
| CERNER CORP - 275 SHARES | ||
| CHIPOTLE MEXICAN GRILL INC - 55 SH | $29,493 | $21,798 |
| CHUBB CORP - 182 SHARES | $20,506 | $23,296 |
| CITIGROUP INC COM NEW - 400 SH | ||
| COSTCO WHOLESALE CORPORATION -190 SH | $21,722 | $28,521 |
| DANAHER CORP - 305 SHARES | $8,857 | $23,842 |
| DENTSPLY SIRONA INC - 325 SHARES | $19,580 | $18,908 |
| DISNEY (WALT) COMPANY HOLDING - 285 | ||
| DODGE & COX INCOME | $107,137 | $98,134 |
| DOLLAR GENERAL CORP - 250 SHARES | $21,424 | $19,330 |
| DOMINION RES INC VA - 250 SHARES | $15,956 | $18,323 |
| DUPONT E I NEMOURS - 305 SHARES | ||
| ECOLAB INC - 210 SHARES | $23,486 | $24,513 |
| EOG RESOURCES INC - 200 SHARES | $18,509 | $20,504 |
| EXPRESS SCRIPTS HLDG CO - 250 SHARES | ||
| EXXONMOBIL CORP - 190 SHARES | $11,544 | $16,587 |
| FACEBOOK - 320 SHARES | $26,162 | $37,894 |
| FEDEX CORP COM 180 SHARES | $16,258 | $34,501 |
| FMI INTERNATIONAL | $91,796 | $94,931 |
| FORTIVE CORP - 402 SHARES | $15,401 | $22,106 |
| GENERAL ELECTRIC COMPANY -1140 SHARE | $28,738 | $35,066 |
| GILEAD SCIENCES INC - 175 SHARES | ||
| GOLDMAN SACHS SATELLITE STRATEGIES | $94,985 | $90,193 |
| GOOGLE INC CL A - 20 SHARES | ||
| GOOGLE INC CL C - 40 SHARES | ||
| HASBRO INC ISIN US - 220 SHARES | $19,060 | $18,786 |
| HESS CORPORATION - 330 SHARES | $16,894 | $18,467 |
| HOME DEPOT INC - 165 SHARES | $21,689 | $21,351 |
| J P MORGAN CHASE & COMPANY - 425 SH | $17,438 | $34,072 |
| KRAFT HEINZ CO - 265 SHARES | $23,242 | $21,637 |
| KROGER CO - 600 SHARES | ||
| LOWES COMPANIES INC COM - 300 SHARES | ||
| MEDTRONIC PLC - 277 SHARES | $20,602 | $20,224 |
| MICROSOFT CORP(WASHINGTON)-140 SH | $3,917 | $8,436 |
| NIKE INC CL B - 340 SHARES | $16,961 | $17,024 |
| NORTHROP GRUMMAN CORP - 95 SHARES | $18,523 | $23,717 |
| ORACLE CORPORATION - 1,275 SHARES | $26,456 | $51,242 |
| PENTAIR PLC - 305 SHARES | $18,858 | $17,525 |
| PEPSICO INC - 280 SHARES | $9,456 | $28,028 |
| PNC FINANCIAL SRVICES GRP INC-285 SH | $17,964 | $31,504 |
| PRAXAIR INC - 215 SHARES | $24,108 | $25,865 |
| RAYTHEON COMPANY - 140 SHARES | $17,254 | $20,936 |
| SALESFORCE.COM INC - 300 SHARES | $20,049 | $21,600 |
| SCHLUMBERGER LTD - 225 SHARES | $24,324 | $18,911 |
| STARBUCKS CORPORATION - 400 SHARES | $18,910 | $23,188 |
| T ROWE PRICE REAL ESTATE | $53,891 | $53,114 |
| THE PRICELINE GROUP INC - 15 SHARES | ||
| THERMO FISHER - 160 SHARES | $10,906 | $22,418 |
| TJX COMPANIES INC - 275 SHARES | $19,109 | $21,543 |
| UNION PACIFIC CORP - 180 SHARES | $14,236 | $18,239 |
| UNITED HEALTH GROUP - 200 SHARES | $10,844 | $31,664 |
| V/G GLOBAL EQUITY FUND 129 | ||
| V/G MID CAP GROWTH | $191,483 | $176,395 |
| V/G SMALL CAP INDEX - ADM CL | $57,103 | $61,602 |
| VERIZON COMMUNICATIONS - 446 SH | ||
| VICTORY TRIVALENT INTL SMALL CAP I | $61,248 | $57,808 |
| VISA INC - 350 SHARES | $22,893 | $27,062 |
| WALGREEN BOOTS ALLIANCE INC - 260 SH | $22,349 | $22,030 |
| WELLS FARGO & COMPANY - 490 SHARES | $25,972 | $25,931 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $150,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $144,959 | 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 | $1,266,870 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $780 | LegalFeesAmt |
| Net Investment Income | $780 | 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 | 2015 ESTIMATED TAX PAYMENTS | Desc |
| Amt | $1,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT 1 | ||
| RENTAL EXPENSES | $637 | $637 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | CategoryTxt |
| Amt | $1,649 | Amt |
| Net Investment Income | $1,649 | NetInvestmentIncomeAmt |
Comments