WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-02-03
- IRS object ID
- 201440349349100404
- Schema version
- 2012v2.0
- 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 Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-03T10:49:45-08:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741177446 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrison Waldrop & Uherek LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746307476 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wood Family Memorial Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOOD | NameControl |
| Phone | 3615726540 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1338 | AddressLine1 |
| City | Victoria | City |
| State | TX | State |
| ZIP Code | 77902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROB ANGERSTEIN | Name |
| Title | Sr. VP/TRUST OFFICER | Title |
| Date Signed | 2014-01-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Clayton P VanPeltCPA | Name |
| PTIN | P00145036 | PTIN |
| Phone | 3615733255 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 3742110 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 24379 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24379 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 45752 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 45752 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 12626 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 12626 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 11984 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 38435 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1229807 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 38435 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 121192 | TotalRevenueAndExpenses |
| Total Net Investment Income | 121192 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15297 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 15297 | CompOfcrDirTrstNetInvstIncm |
| Accounting Fees Rev And Expnss | 1925 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1925 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 3485 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3485 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 642 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 642 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 21349 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21349 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 174721 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 174721 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 196070 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21349 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 174721 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -74878 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 99843 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 254449 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 109258 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 109258 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 171248 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 331390 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 312079 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1949156 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1944572 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2306732 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 371991 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 285000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 271122 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 243659 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 243659 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 243659 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 742915 | InvestmentsLandEtcEOYFMV |
| Other Assets BOY | 4 | OtherAssetsBOY |
| Other Assets EOY | 4 | OtherAssetsEOY |
| Other Assets EOYFMV | 4 | OtherAssetsEOYFMV |
| Total Assets BOY | 2990507 | TotalAssetsBOY |
| Total Assets EOY | 2913883 | TotalAssetsEOY |
| Total Assets EOYFMV | 3742110 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2990507 | CapitalStockBOY |
| Capital Stock EOY | 2913883 | CapitalStockEOY |
| Total Net Assets BOY | 2990507 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2913883 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2990507 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2913883 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2990507 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -74878 | ExcessOfRevenueOverExpenses |
| Subtotal | 2915629 | Subtotal |
| Other Decreases | 1746 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2913883 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (31 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| ROYCE TOTAL RETURN INV CAPITAL GAIN | P | 2000-06-01 | 2012-12-06 | 2550 | 2550 | 2550 | |
| GOLDMAN SACHS HI-YIELD INST CAPITAL GAIN | P | 2000-06-01 | 2012-12-13 | 761 | 761 | 761 | |
| AMERICAN CENTURY HERITAGE CAPITAL GAINS | P | 2000-06-01 | 2012-12-18 | 1857 | 1857 | 1857 | |
| FNMA 1.0% DUE 6/14/27 STEP UP | P | 2012-05-18 | 2012-12-14 | 45000 | 22 | 22 | 44978 |
| .24 SH CASH IN LIEU/MALLINCKRODT PLC | P | 2012-09-20 | 2013-07-18 | 10 | 10 | ||
| 565 SH THOMSON REUTERS CORP | P | 2012-04-12 | 2012-12-27 | 16193 | 57 | 57 | 16136 |
| 350 SH SOUTHWESTERN ENERGY CO | P | 2012-12-27 | 2013-09-26 | 12960 | 1474 | 1474 | 11486 |
| 4314.986 SH ROYCE TOTAL RETURN INVESTMENT | P | 2012-06-28 | 2013-05-13 | 66753 | 10753 | 10753 | 56000 |
| 140 SH KIMBERLY CLARK CORP | P | 2013-03-11 | 2013-09-26 | 13298 | 82 | 82 | 13216 |
| CAPITAL ONE BANK CD 5.0% | P | 2008-11-19 | 2013-11-26 | 100000 | 100000 | ||
| AMERICAN EXPRESS 4.875% | P | 2007-05-31 | 2013-07-15 | 100000 | 2809 | 2809 | 97191 |
| MORGAN STANLEY 5.0% DUE 6/11/25 STEP | P | 2010-06-11 | 2012-12-11 | 100000 | 200 | 200 | 99800 |
| FHLB 3.25% DUE 8/26/19 | P | 2012-02-24 | 2013-08-26 | 35000 | -1296 | -1296 | 36296 |
| BANK OF AMERICA STEP CD 2% | P | 2011-06-13 | 2012-12-28 | 80000 | 80000 | ||
| 36 SH MALLINCKRODT PLC | P | 2012-09-20 | 2013-09-26 | 1586 | 37 | 37 | 1549 |
| 600 SH U S BANCORP | P | 2009-10-09 | 2013-09-26 | 21768 | 7980 | 7980 | 13788 |
| 8535.978 SH THORNBURG INTL VALUE CLASS I | P | 2011-06-15 | 2013-05-13 | 258981 | 20981 | 20981 | 238000 |
| 60 SH THERMO FISHER | P | 2010-12-20 | 2012-12-27 | 3769 | 446 | 446 | 3323 |
| 320 SH TEVA PHARMACEUTICAL-SP | P | 2010-12-20 | 2013-09-26 | 12115 | -4327 | -4327 | 16442 |
| 450 SH SYSCO | P | 2011-09-20 | 2013-03-11 | 15070 | 2758 | 2758 | 12312 |
| 660 SH CEF SELECT SECTOR SPDR FUND UTIL | P | 2007-10-11 | 2013-09-26 | 24769 | -594 | -594 | 25363 |
| 700 SH LOWES COMPANIES INC | P | 2005-08-12 | 2013-03-11 | 27595 | 4690 | 4690 | 22905 |
| 3484.855 SH JANUS OVERSEAS FUND | P | 2011-05-26 | 2013-05-13 | 127128 | -22872 | -22872 | 150000 |
| 5 SH GOOGLE INC CL A | P | 2011-09-20 | 2013-03-11 | 4173 | 1419 | 1419 | 2754 |
| 110 SH GOLDMAN SACHS GROUP INC | P | 2011-03-16 | 2012-12-27 | 13745 | -3469 | -3469 | 17214 |
| 2336.361 SH FIRST EAGLE GOLD A LOAD WAVED | P | 2012-06-28 | 2013-11-15 | 38480 | -19520 | -19520 | 58000 |
| 250 SH EMERSON ELECTRIC COMPANY | P | 2009-05-05 | 2013-09-26 | 16238 | 7038 | 7038 | 9200 |
| 170 SH CELGENE CORPORATION | P | 2009-10-09 | 2013-03-11 | 18941 | 9568 | 9568 | 9373 |
| 265 SH BECTON DICKINSON AND COMPANY | P | 2010-04-06 | 2012-12-27 | 20604 | 302 | 302 | 20302 |
| 150 SH APACHE CORP | P | 2009-10-09 | 2013-09-26 | 12952 | -1998 | -1998 | 14950 |
| 520 SH AMERIPRISE FINL INC | P | 2010-06-18 | 2013-03-11 | 37511 | 16727 | 16727 | 20784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 38435 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 190905 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3609743 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05289 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 192579 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3822533 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05038 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 157718 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3818505 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04130 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 210039 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3717000 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05651 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 220993 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4282247 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05161 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25269 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05054 | AverageDistributionRatio |
| Net Noncharitable Assets | 3667907 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 185365 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 998 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 186363 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 174721 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1997 | InvestmentIncomeExciseTax |
| Subtotal | 1997 | Subtotal |
| Tax Based On Investment Income | 1997 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1380 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1380 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Tax Due | 631 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prosperity Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3615726540 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 | X | NECTFilingInLieuOFForm1041 |
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Prosperity Bank | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1338 | AddressLine1 |
| City | VICTORIA | City |
| State | TX | State |
| ZIP Code | 779021338 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 15297 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2882447 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 98397 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 742919 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3723763 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3723763 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 55856 | CashDeemedCharitable |
| Net Noncharitable Assets | 3667907 | NetNoncharitableAssets |
| Minimum Investment Return | 183395 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 183395 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1997 | TaxBasedOnInvestmentIncome |
| Total Tax | 1997 | TotalTax |
| Distributable Amount Before Adj | 181398 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 181398 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 181398 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 174721 | ExpensesAndContributions |
| Qualifying Distributions | 174721 | QualifyingDistributions |
| Adj Qualifying Distributions | 174721 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 181398 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 3929 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3929 | TotalExcessDistriCarryover |
| Qualifying Distributions | 174721 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 174721 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 3929 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 3929 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 2748 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WOOD FAMILY MEMORIAL TRUST | RecipientName |
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 Number | 3615736321 | RecipientPhoneNumber |
| Form And Info And Materials | REQUEST APPLICATION FORM AND QUALIFICATION REQUIREMENTS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YMCA OF THE GOLDEN CRESCENTVICTORIA | |||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS CONVERSION OF YOUTH DEVELOPMENT CENTER INTO AN ALL DAY DAYCARE | $20,000 |
| VICTORIA COUNTY SENIOR CITIZENS | |||||||
| P O BOX 1433 | VICTORIA | TX | 77902 | NONE | none | GRANT TOWARDS FOOD/FUEL | $15,000 |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | NONE | none | FUND $20,000 WOOD FAMILY SCHOLARSHIP ENDOWMENT & $10,000 IMMEDIATE SCHOLARSHIP SUPPORT | $30,000 |
| VICTORIA ART LEAGUE | |||||||
| 905 S BRIDGE ST | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS GALLERY LIGHTING | $2,500 |
| UNIVERSITY OF HOUSTON-VICTORIA | |||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $10,000 |
| TRINITY EPISCOPAL CHURCH SCHOOL | |||||||
| 1501 N GLASS ST | VICTORIA | TX | 77901 | NONE | none | SUPPORT VARIOUS PROGRAMS | $5,000 |
| THEATRE VICTORIA | |||||||
| 214 N MAIN ST | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS PURCHASE OF EQUIPMENT | $5,000 |
| THE VINE SCHOOL | |||||||
| 2911D AZALEA | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS OUTDOOR PLAY SPACE | $5,000 |
| SOUTH TX ASSESSMENT REFERRAL SERVIC | |||||||
| 117 MEDICAL DR STE 4 | VICTORIA | TX | 77904 | NONE | none | SUPPORT OF HIGH RISK DEVELOPMENTAL FOLLOW-UP PROGRAM | $10,000 |
| SALVATION ARMY | |||||||
| P O BOX 3045 | VICTORIA | TX | 77903 | NONE | none | GRANT TOWARDS REPLACEMENT OF COMMERCIAL KITCHEN EQUIPMENT | $7,000 |
| PERPETUAL HELP HOME INC | |||||||
| P O BOX 4305 | VICTORIA | TX | 77903 | NONE | none | HOUSING PROGRAM OPERATING FUNDS | $3,000 |
| OUR LADY OF VICTORY SCHOOL | |||||||
| 1311 E MESQUITE LN | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS PURCHASE OF NEW BUS | $12,971 |
| NAZARETH ACADEMY | |||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | NONE | none | SUPPORT OF VARIOUS PROGRAMS; GRANT TOWARDS NEW DOCUMENT CAMERAS | $12,500 |
| MID-COAST FAMILY SERVICES | |||||||
| 120 S MAIN ST STE 310 | VICTORIA | TX | 77901 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $5,000 |
| LIGHTHOUSE 2911 | |||||||
| P O BOX 852 | YOAKUM | TX | 77995 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,250 |
| HABITAT FOR HUMANITY | |||||||
| 207 N GLASS ST | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS PURCHASE OF CONSTRUCTION TOOLS | $5,000 |
| GULF BEND CENTER | |||||||
| 6502 NURSERY DRIVE STE 100 | VICTORIA | TX | 77904 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $5,000 |
| FOSTER PARENTS OF VICTORIA | |||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | NONE | none | SUPPORT OF PROGRAMS FOR FOSTER PARENTS AND FOSTER CHILDREN | $5,000 |
| FIRST BOOK - MATAGORDA COUNTY | |||||||
| 326 MAIN ST | PALACIOS | TX | 77465 | NONE | none | OPERATING EXPENSES | $500 |
| CHILDREN'S DISCOVERY MUSEUM | |||||||
| 204 N MAIN ST | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS UNDERWRITING COSTS OF PRODUCING TEXAS OUR TEXAS 2014 | $2,000 |
| BOYS GIRLS CLUB OF VICTORIA | |||||||
| 202 HOPKINS ST | VICTORIA | TX | 77902 | NONE | none | TRANSMISSION REBUILD FOR BUS; ENHANCEMENT OF YOUTH PROGRAM SERVICES | $8,000 |
| AFFECTIONATE ARMS ADULT DAYCARE | |||||||
| P O BOX 7604 | VICTORIA | TX | 77903 | NONE | none | OPERATING EXPENSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 174721 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,379 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $45,752 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $11,984 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $38,435 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $120,550 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 120550 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON WALDROP & UHEREK,LLP | Category |
| Amount | $1,925 | Amount |
| Net Investment Income | 1925 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | Not applicable | Statement |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItem |
| Cost Or Other Basis | 243659 | CostOrOtherBasis |
| Book Value | 243659 | BookValue |
| EOYFMV | 742915 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MINERALS | Description |
| BOY Book Value | 4 | BOYBookValue |
| EOY Book Value | 4 | EOYBookValue |
| EOYFMV | 4 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FOREIGN DIVIDEND TAXES | $89 |
| 2012 ESTIMATED TAX PAYMENTS | $1,380 |
| 2011 EXCISE TAX BALANCE DUE | $277 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rental Expenses | Description |
| Revenue And Expenses Per Books | 642 | RevenueAndExpensesPerBooks |
| Net Investment Income | 642 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | Category |
| Amount | $3,485 | Amount |
| Net Investment Income | 3485 | NetInvestmentIncome |
Comments