WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-06-01
- IRS object ID
- 201531529349100453
- Schema version
- 2013v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-01T08:49:01-07:00 | ReturnTs |
| Tax Period End | 2014-11-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 South Main Suite 400 | AddressLine1 |
| City | Victoria | City |
| State | TX | State |
| ZIP Code | 77901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Victoria | City |
| State | TX | State |
| ZIP Code | 77901 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROB ANGERSTEIN | PersonNm |
| Person Title | Sr. VP/TRUST OFFICER | PersonTitleTxt |
| Signature | 2015-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Clayton P VanPeltCPA | PreparerPersonNm |
| PTIN | P00145036 | PTIN |
| Phone | 3615733255 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $3,821,103 | 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 | $19,095 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,095 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,974 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,718 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,718 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $11,048 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $57,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,228 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,015 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,409 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,409 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,645 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,670 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,488 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $331,390 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $281,415 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $283,076 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,944,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,011,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,476,650 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $285,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $285,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $285,969 | 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 | $742,915 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $4 | OtherAssetsBOYAmt |
| Other Assets EOY | $5 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,913,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,854,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,821,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,913,883 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,854,473 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,913,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,854,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,913,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,854,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,913,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,779 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,857,104 | SubtotalAmt |
| Other Decreases | $2,631 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,854,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 55 SH WASHINGTON PRIME GROUP INC | P | 2014-06-04 | 2014-06-13 | $1,043 | $983 | $60 | $60 |
| 185 SH ALLERGAN INC | P | 2013-09-26 | 2014-06-13 | $29,849 | $16,954 | $12,895 | $12,895 |
| 475 SH SYMANTEC CORP | P | 2013-09-26 | 2014-06-13 | $10,223 | $11,951 | -$1,728 | -$1,728 |
| .226 SH VERIZON COMMUNICATIONS | P | 2012-02-01 | 2014-03-10 | $11 | $10 | $1 | $1 |
| 313.634 SH VODAFONE GROUP PLC ADR | P | 2012-02-01 | 2014-03-25 | $11,471 | $15,660 | -$4,189 | -$4,189 |
| 60 SH BLACKROCK INC | P | 2012-12-27 | 2014-03-25 | $18,279 | $12,298 | $5,981 | $5,981 |
| 155 SH CATERPILLAR INC | P | 2012-04-12 | 2014-06-13 | $16,489 | $16,478 | $11 | $11 |
| 200 SH CHEVRON CORPORATION | P | 2010-06-18 | 2014-06-13 | $25,373 | $15,064 | $10,309 | $10,309 |
| FEDERAL NATIONAL MTG ASSN 3.0% | P | 2012-06-01 | 2014-06-23 | $50,000 | $49,975 | $25 | $25 |
| 180 SH HALLIBURTON COMPANY | P | 2012-04-12 | 2014-06-13 | $12,108 | $5,990 | $6,118 | $6,118 |
| 300 SH KOHLS CORP (WISCONSIN) | P | 2011-03-16 | 2014-03-25 | $16,491 | $16,002 | $489 | $489 |
| 225 SH PHILIP MORRIS INTL INC | P | 2012-08-23 | 2014-03-25 | $18,024 | $20,057 | -$2,033 | -$2,033 |
| 330 SH SELECT SECTOR SPDR TR | P | 2012-04-12 | 2014-06-13 | $17,925 | $12,190 | $5,735 | $5,735 |
| AMERICAN CENTURY HERITAGE INV | P | 2000-06-01 | 2013-12-05 | $18,721 | $18,721 | $18,721 | |
| OPPENHEIMER DEVELOPING MKT CAPITAL GAINS | P | 2000-06-01 | 2013-12-09 | $934 | $934 | $934 | |
| GOLDMAN SACHS HI-YIELD INSTL CAP GAIN | P | 2000-06-01 | 2013-12-13 | $1,291 | $1,291 | $1,291 | |
| DELAWARE SMALL CAP VALUE CAPITAL GAIN | P | 2000-06-01 | 2013-12-23 | $1,410 | $1,410 | $1,410 | |
| MFS EMERGING MKTS DEBT (I) CAPITAL GAIN | P | 2000-06-01 | 2013-12-27 | $251 | $251 | $251 | |
| DODGE & COX INCOME FUND CAPITAL GAIN | P | 2000-06-01 | 2014-03-27 | $947 | $947 | $947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,228 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,721 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,667,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04764 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $190,905 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,609,743 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05289 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,579 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,822,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $157,718 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,818,505 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04130 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $210,039 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,717,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05651 | DistributionYr5Rt |
| Total Distribution | 0.24871 | TotalDistributionRt |
| Average Distribution | 0.04974 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,776,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,856 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,284 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $189,140 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,145 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,567 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,567 | SubtotalAmt |
| Tax Based On Investment Income | $2,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $433 | OverpaymentAmt |
| Applied To ES Tax | $433 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Victoria | City |
| State | TX | State |
| ZIP Code | 77901 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Prosperity Bank | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Main St | AddressLine1 |
| City | Victoria | City |
| State | TX | State |
| ZIP Code | 77901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,409 | CompensationAmt |
| 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 |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,966,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $742,919 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,834,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,834,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,776,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,567 | TotalTaxAmt |
| Distributable Before Adj | $186,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,145 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $185,145 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $185,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,748 | UndistributedIncomePYAmt |
| Qualifying Distributions | $185,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,748 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,397 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,862 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
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 | 101 S MAIN ST | AddressLine1 |
| City | VICTORIA | City |
| State | TX | State |
| ZIP Code | 77901 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB OF VICTORIA | |||||||
| 202 HOPKINS ST | VICTORIA | TX | 77902 | NONE | PC | ENHANCEMENT OF YOUTH PROGRAM SERVICES | $5,000 |
| CHILDREN'S DISCOVERY MUSEUM | |||||||
| PO BOX 3781 | VICTORIA | TX | 77903 | NONE | PC | CAPITAL CAMPAIGN FUNDS | $5,000 |
| GULF BEND CENTER | |||||||
| 6502 NURSERY DRIVE STE 100 | VICTORIA | TX | 77904 | NONE | PC | GRANT TOWARDS WELLNESS COMMUNITY | $5,000 |
| GOLDEN CRESCENT HABITAT FOR HUMANIT | |||||||
| 207 N GLASS ST | VICTORIA | TX | 77901 | NONE | PC | GRANT TOWARDS SERVICES | $5,000 |
| NAZARETH ACADEMY | |||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | NONE | PC | PURCHASE OF NEW PROJECTORS | $5,000 |
| OUR LADY OF VICTORY SCHOOL | |||||||
| 1311 E MESQUITE LN | VICTORIA | TX | 77901 | NONE | PC | REPLACEMENT OF ALL CLASSROOM WINDOWS IN GRADES 1-8 | $5,000 |
| SALVATION ARMY | |||||||
| P O BOX 3045 | VICTORIA | TX | 77903 | NONE | PC | EXPANSION OF COMMUNITY MEAL AND SHELTER PROGRAMS | $5,000 |
| SOUTH TX ASSESSMENT REFERRAL SERVIC | |||||||
| 117 MEDICAL DR STE 4 | VICTORIA | TX | 77904 | NONE | PC | SYNAGIS PROGRAM | $5,000 |
| UNIVERSITY OF HOUSTON-VICTORIA | |||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | NONE | NC | CURRENT YEAR SCHOLARSHIPS | $10,000 |
| VICTORIA ART LEAGUE | |||||||
| 905 S BRIDGE ST | VICTORIA | TX | 77901 | NONE | PC | STRUCTURAL IMPROVEMENTS | $3,119 |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | NC | FUND $20,000 WOOD FAMILY SCHOLARSHIP ENDOWMENT & $10,000 IMMEDIATE SCHOLARSHIP SUPPORT | $30,000 |
| VICTORIA COUNTY SENIOR CITIZENS | |||||||
| P O BOX 1433 | VICTORIA | TX | 77902 | NONE | PC | GRANT TOWARDS FOOD/FUEL | $10,000 |
| VICTORIA ADULT LITERACY COUNCIL | |||||||
| 802 E CRESTWOOD | VICTORIA | TX | 77901 | NONE | PC | 2014-15 YEAR EXPENSES | $2,000 |
| YMCA OF THE GOLDEN CRESCENT | |||||||
| 1300 N VIRGINIA | PORT LAVACA | TX | 77979 | NONE | PC | PLAYGROUND AND SECURITY SYSTEM | $21,426 |
| YMCA OF THE GOLDEN CRESCENTVICTORIA | |||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | NONE | PC | CONVERT INDOOR POOL INTO BASKETBALL/VOLLEYBALL GYM | $10,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 407 N BRIDGE ST | VICTORIA | TX | 77901 | NONE | PC | SCHOLARSHIPS FOR PINE COVE CAMP | $2,400 |
| NURSERY VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 237 | NURSERY | TX | 77976 | NONE | PC | GRANT TOWARDS PURCHASE OF 2014 F550 4X4 BRUSH TRUCK | $10,000 |
| SACRED HEART CATHOLIC SCHOOL | |||||||
| 313 S TEXANA ST | HALLETTSVILLE | TX | 77964 | NONE | PC | SCHOLASTIC MATH INVENTORY PROGRAM | $3,200 |
| VICTORY CHRISTIAN LIFE CENTER | |||||||
| 1604 E CRESTWOOD DR | VICTORIA | TX | 77901 | NONE | PC | GRANT TOWARDS SERVICES AND VARIOUS PROGRAMS | $7,000 |
| SAN ANTONIO BAY PARTNERSHIP | |||||||
| 405 W POWER AVE | VICTORIA | TX | 77901 | NONE | PC | SAN ANTONIO BAY WEEK PROGRAM | $3,000 |
| VICTORIA COLLEGE FOUNDATION | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | PC | TRAINING EQUIPMENT COSTS | $25,000 |
| HOPE CHILD ADVOCACY CENTER | |||||||
| PO BOX 3561 | VICTORIA | TX | 77903 | NONE | PC | OPERATIONAL COSTS | $3,000 |
| THE RIDING THERAPY CENTER | |||||||
| PO BOX 462 | NURSERY | TX | 77976 | NONE | PC | TACK ROOM COSTS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,145 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,095 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,974 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $11,048 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $147,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,345 | 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 | $1,925 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Not applicable | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTEL CORP 4.0% DUE 12/15/32 | $75,000 | $75,012 |
| PEPSICO INC 2.25% DUE 1/7/19 | $35,000 | $35,755 |
| WELLS FARGO CO 3.25% DUE 8/12/23 | $100,000 | $100,850 |
| WELLS FARGO CO 2.5% DUE 6/29/27 | $75,000 | $74,352 |
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 | $742,915 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERALS | Desc |
| BOY Book Value | $4 | BOYBookValueAmt |
| EOY Book Value | $5 | EOYBookValueAmt |
| EOYFMV | $5 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 2012 EXCISE TAX BALANCE DUE | $631 |
| 2013 ESTIMATED TAX PAYMENTS | $2,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Expenses | Desc |
| Revenue And Expenses Per Books | $1,670 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,670 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | CategoryTxt |
| Amt | $1,645 | Amt |
| Net Investment Income | $1,645 | NetInvestmentIncomeAmt |
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