WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-02-20
- IRS object ID
- 201300519349100400
- Schema version
- 2011v1.5
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-20T06:06:11-08:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | 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 | 2011-12-01 | 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 | 2013-02-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Hamilton H Redmon CPA | Name |
| PTIN | P00145030 | PTIN |
| Phone | 3615733255 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 3608939 | 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 | 26721 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26721 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 50487 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 50487 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 12626 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 12626 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 8042 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 117259 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1581820 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 117259 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 938 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 938 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 208031 | TotalRevenueAndExpenses |
| Total Net Investment Income | 208031 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 17940 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 17940 | CompOfcrDirTrstNetInvstIncm |
| Accounting Fees Rev And Expnss | 1835 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1835 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 16 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 16 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 4584 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4584 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 24375 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24375 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 192742 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 192742 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 217117 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24375 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 192742 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9086 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 183656 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 406537 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 254449 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 258857 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 40000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 171248 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 174029 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2024499 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1949156 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2053185 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 296991 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 371991 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 377140 | 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 | 2813 | OtherAssetsEOYFMV |
| Total Assets BOY | 3011690 | TotalAssetsBOY |
| Total Assets EOY | 2990507 | TotalAssetsEOY |
| Total Assets EOYFMV | 3608939 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 10000 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 10000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3001690 | CapitalStockBOY |
| Capital Stock EOY | 2990507 | CapitalStockEOY |
| Total Net Assets BOY | 3001690 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2990507 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3011690 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2990507 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3001690 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9086 | ExcessOfRevenueOverExpenses |
| Subtotal | 2992604 | Subtotal |
| Other Decreases | 2097 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2990507 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 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 |
|---|---|---|---|---|---|---|---|
| VANGUARD TIPS #5119 CAPITAL GAIN | P | 2000-06-01 | 2011-12-28 | 66 | 66 | 66 | |
| TEMPLETON GLOBAL BOND #616 CAPITAL GAIN | P | 2010-06-01 | 2011-12-19 | 373 | 373 | 373 | |
| JANUS OVERSEAS FUND CAPITAL GAIN | P | 2010-06-01 | 2011-12-20 | 9288 | 9288 | 9288 | |
| JANUS PERKINS SM CAP VALUE CAPITAL GAINS | P | 2000-06-01 | 2011-12-22 | 9123 | 9123 | 9123 | |
| FHLB 2.5% DUE 5/19/27 | P | 2012-02-22 | 2012-05-19 | 50000 | 50000 | ||
| 100 SH ETF VANGUARD TELECOMMUNICATION SERVICES | P | 2011-03-16 | 2012-02-01 | 6215 | -168 | -168 | 6383 |
| 2504.343 SH ROYCE VALUE PLUS FD #882 | P | 2011-08-10 | 2012-06-28 | 30979 | 979 | 979 | 30000 |
| 220 SH POTASH CORP | P | 2012-04-12 | 2012-08-23 | 9077 | -574 | -574 | 9651 |
| 963.082 SH OPPENHEIMER DEVELOPING MKT CLASS A #785 | P | 2011-09-19 | 2012-09-19 | 32754 | 2754 | 2754 | 30000 |
| 180 SH KIMBERLY CLARK CORP | P | 2011-09-20 | 2012-04-12 | 13327 | 556 | 556 | 12771 |
| 100 SH HESS CORP | P | 2012-04-12 | 2012-08-23 | 4999 | -687 | -687 | 5686 |
| 1722.231 SH COHEN & STEERS INSTL REALTY | P | 2011-09-19 | 2012-06-28 | 75618 | 8140 | 8140 | 67478 |
| 800 SH ALCOA INC | P | 2012-04-12 | 2012-08-23 | 6856 | -1392 | -1392 | 8248 |
| BILMORE BANK AZ CD 2.9% DUE 2/13/12 | P | 2009-02-11 | 2012-02-13 | 50000 | 50000 | ||
| DISCOVER BANK 3.0% DUE 5/7/12 | P | 2009-04-29 | 2012-05-07 | 45000 | 45000 | ||
| CAPMARK BANK CD 3.2% DUE 6/18/12 | P | 2009-06-08 | 2012-06-18 | 100000 | 100000 | ||
| 275 SH ETF VANGUARD TELECOMMUNICATION SERVICES | P | 2007-10-11 | 2012-02-01 | 17091 | -6108 | -6108 | 23199 |
| 1881.822 SH VANGUARD TIPS #5119 | P | 2011-05-26 | 2012-06-28 | 54140 | 4140 | 4140 | 50000 |
| 180 SH VF CORP | P | 2010-12-20 | 2012-04-12 | 26366 | 10330 | 10330 | 16036 |
| 4725.713 SH TEMPLETON GLOBAL BOND #616 | P | 2010-01-14 | 2012-06-28 | 59449 | -3883 | -3883 | 63332 |
| 500 SH TARGET CORP | P | 2009-05-05 | 2012-04-12 | 28854 | 8214 | 8214 | 20640 |
| 345 SH CEF SELECT SECTOR SPDDR FUND UTILITIES | P | 2007-10-11 | 2012-04-12 | 11833 | -2553 | -2553 | 14386 |
| 6354.432 SH ROYCE VALUE PLUS FD #882 | P | 2011-05-26 | 2012-06-28 | 78604 | -1884 | -1884 | 80488 |
| 70 SH PEPSICO | P | 1997-09-23 | 2012-04-12 | 4571 | 2022 | 2022 | 2549 |
| 29562.362 SH PIMCO TOTAL RETURN ADMIN #435 | P | 2010-01-22 | 2012-06-28 | 334350 | 10235 | 10235 | 324115 |
| 4308.394 SH OPPENHEIMER DEVELOPING MKT CLASS A #785 | P | 2011-06-15 | 2012-09-19 | 146529 | -1471 | -1471 | 148000 |
| 500 SH LOWES COMPANIES INC | P | 2005-08-12 | 2012-09-20 | 14740 | -1621 | -1621 | 16361 |
| 800 SH JOHNSON & JOHNSON | P | 1983-05-02 | 2012-08-23 | 54095 | 51645 | 51645 | 2450 |
| 4801.423 SH JANUS PERKINS SM CAP VALUE | P | 2001-01-22 | 2012-06-29 | 99390 | -3074 | -3074 | 102464 |
| 379 SH BARCLAYS GLOBAL INVESTORS ISHARES S&P | P | 2009-07-28 | 2012-04-12 | 23494 | -675 | -675 | 24169 |
| 700 SH ILLINOIS TOOL WORKS INC | P | 2006-09-18 | 2012-04-12 | 39549 | 8994 | 8994 | 30555 |
| 5065.856 SH FIDELITY FLOATING RATE HIGH INC #814 | P | 2011-05-26 | 2012-06-28 | 49493 | -507 | -507 | 50000 |
| 260 SH EXXON MOBIL CORP | P | 2006-02-17 | 2012-04-12 | 21725 | 5928 | 5928 | 15797 |
| 345 SH DANAHER CORP | P | 2007-07-11 | 2012-09-20 | 18933 | 5652 | 5652 | 13281 |
| 1266.749 sh COHEN & STEERS INSTL REALTY | P | 2011-06-15 | 2012-06-28 | 54939 | 3417 | 3417 | 51522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 117259 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 192579 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3822533 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05038 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 157718 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3818505 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04130 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 210039 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3717000 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05651 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 220993 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4282247 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05161 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 200987 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4422697 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04544 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24524 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04905 | AverageDistributionRatio |
| Net Noncharitable Assets | 3609743 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 177054 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1837 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 178891 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 192742 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1837 | InvestmentIncomeExciseTax |
| Subtotal | 1837 | Subtotal |
| Tax Based On Investment Income | 1837 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1560 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1560 | TotalCreditsAndPayments |
| Tax Due | 277 | 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 | FIRST VICTORIA NATIONAL 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 | FIRST VICTORIA NATIONAL 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 | 17940 | 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 | 2841156 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 77830 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 745728 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3664714 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3664714 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54971 | CashDeemedCharitable |
| Net Noncharitable Assets | 3609743 | NetNoncharitableAssets |
| Minimum Investment Return | 180487 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 180487 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1837 | TaxBasedOnInvestmentIncome |
| Total Tax | 1837 | TotalTax |
| Distributable Amount Before Adj | 178650 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 178650 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 178650 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 192742 | ExpensesAndContributions |
| Qualifying Distributions | 192742 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1837 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 190905 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 178650 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 10163 | UndistributedIncomePriorYear |
| Qualifying Distributions | 192742 | QualifyingDistributions |
| Applied To Year1 | 10163 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 178650 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3929 | RemainingDistriFromCorpus |
| Total Corpus | 3929 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3929 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 3929 | ExcessFromCurrentYear |
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 (39 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 A/C FOR GYM | $20,000 |
| YMCA OF THE GOLDEN CRESCENT | |||||||
| 1300 N VIRGINIA | PORT LAVACA | TX | 77979 | NONE | none | GRANT TOWARDS PURCHASE OF LARGE GAMES | $5,000 |
| WOOD-HI BENEFIT CLUB | |||||||
| 183 WOOD HI SCHOOL RD | INEZ | TX | 77968 | NONE | none | GRANT TOWARDS PURCHASE OF NEW PLAYGROUND EQUIPMENT | $10,000 |
| VICTORIA SOUTHWEST LITTLE LEAGUE | |||||||
| P O BOX 2602 | VICTORIA | TX | 77902 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $2,000 |
| VICTORIA BUSINESS EDUCATION COALITI | |||||||
| 1908 N LAURENT STE 147 | VICTORIA | TX | 77901 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $5,000 |
| VICTORIA ADULT LITERACY COUNCIL | |||||||
| 802 E CRESTWOOD | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS COMMUNITY-WIDE FAMILY LITERACY PROGRAM | $2,000 |
| UTMB HEALTH | |||||||
| 301 UNIVERSITY BLVD | GALVESTON | TX | 77555 | NONE | none | HELPING ESTABLISH THE VICTORIA TRANSPLANT CLINIC | $8,000 |
| OATH PHARMACEUTICAL ASSISTANCE PROG | |||||||
| 405 N ADAMS | BEEVILLE | TX | 78102 | NONE | none | GRANT TOWARDS PURCHASE OF EQUIPMENT | $3,500 |
| THE BROWNSON HOME | |||||||
| P O BOX 2022 | VICTORIA | TX | 77902 | NONE | none | GRANT TOWARDS FOUNDATION WORK ON COTTAGE A | $3,000 |
| NAZARETH ACADEMY | |||||||
| 206 W CONVENT ST | VICTORIA | TX | 77901 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $6,700 |
| HABITAT FOR HUMANITY VICTORIA | |||||||
| P O BOX 1357 | VICTORIA | TX | 77902 | NONE | none | SUPPORT OF THE FAMILY AND VOLUNTEER SERVICES PROGRAM | $8,000 |
| FOSTER PARENTS OF VICTORIA | |||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | NONE | none | VARIOUS PROGRAM EXPENSES | $2,500 |
| 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 |
| UNIVERSITY OF HOUSTON-VICTORIA | |||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | NONE | none | IMMEDIATE SCHOLARSHIP SUPPORT | $10,000 |
| PERPETUAL HELP HOME-VICTORIA BRANCH | |||||||
| P O BOX 4305 | VICTORIA | TX | 77903 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $3,000 |
| VICTORIA ART LEAGUE | |||||||
| 905 S BRIDGE | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS REPLACING ROOF OF THE MAIN BUILDING | $3,042 |
| VICTORIA COUNTY SENIOR CITIZENS ASS | |||||||
| P O BOX 1433 | VICTORIA | TX | 77902 | NONE | none | GRANT TOWARDS FOOD/FUEL | $5,000 |
| TELFERNER VOLUNTEER FIRE DEPT | |||||||
| 1150 HILL RD | TELFERNER | TX | 77988 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| SCHROEDER VOLUNTEER FIRE DEPT | |||||||
| 13012 FM 622 | VICTORIA | TX | 77905 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $10,000 |
| SALVATION ARMY | |||||||
| P O BOX 3045 | VICTORIA | TX | 77903 | NONE | none | GRANT TOWARDS KITCHEN/FOOD SERVICES ENHANCEMENT PROJECT | $5,000 |
| RAISIN VOLUNTEER FIRE DEPT | |||||||
| 10842 US HWY 59 S | VICTORIA | TX | 77905 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| QUAIL CREEK VOLUNTEER FIRE DEPT | |||||||
| 513 CHUKAR DR | VICTORIA | TX | 77905 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| PLACEDO VOLUNTEER FIRE DEPARTMENT | |||||||
| 284 S WILLIAMS ST | PLACEDO | TX | 77977 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| NURSERY VOLUNTEER FIRE DEPT | |||||||
| P O BOX 237 | NURSERY | TX | 77976 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| NORDHEIM VOLUNTEER FIRE DEPT | |||||||
| 200 BROADWAY | NORDHEIM | TX | 78141 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| MISSION VALLEY VOLUNTEER FIRE DEPT | |||||||
| 34 REINECKE RD | VICTORIA | TX | 77905 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| LONE TREE VOLUNTEER FIRE DEPT | |||||||
| 727 BURKHART RD | VICTORIA | TX | 77901 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| INEZ FIRE DEPARTMENT | |||||||
| 297 RAILROAD ST | INEZ | TX | 77968 | NONE | none | SUPPORT OF VARIOUS PROGRAMS AND GRANT TOWARDS PURCHASE OF BRUSH TRUCK | $5,000 |
| GOLIAD VOLUNTEER FIRE DEPT | |||||||
| 245 S CHILTON AVE | GOLIAD | TX | 77963 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| FORDTRAN VOLUNTEER FIRE DEPT | |||||||
| 25225 US HWY 77N | YOAKUM | TX | 77995 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| FOOD BANK OF THE GOLDEN CRESCENT | |||||||
| P O BOX 5085 | VICTORIA | TX | 77903 | NONE | none | GRANT TOWARDS COST OF TRUCKLOAD OF FOOD | $10,000 |
| CUERO FIRE STATION | |||||||
| 219 E MAIN ST | CUERO | TX | 77954 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| FIRST BAPTIST CHURCH DAYCARE | |||||||
| 301 N GLASS | VICTORIA | TX | 77901 | NONE | none | OPERATING EXPENSES | $5,000 |
| CHILDREN'S DISCOVERY MUSEUM | |||||||
| 204 N MAIN ST | VICTORIA | TX | 77901 | NONE | none | GRANT TOWARDS UNDERWRITING COSTS OF PRODUCING TEXAS OUR TEXAS 2013 | $2,000 |
| BOYS GIRLS CLUB OF VICTORIA | |||||||
| P O BOX 2565 | VICTORIA | TX | 77902 | NONE | none | ENHANCING CURRENT PROGRAMS AND FACILITIES | $10,000 |
| BLOOMINGTON VOLUNTEER FIRE DEPT | |||||||
| P O BOX 2125 | BLOOMINGTON | TX | 77951 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| AUSTWELL-TIVOLI VOLUNTEER FIRE DEPT | |||||||
| P O BOX 1 | AUSTWELL | TX | 77950 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| ANDER-WESER VOLUNTEER FIRE DEPT | |||||||
| 3306 E FM 1961 | GOLIAD | TX | 77963 | NONE | none | SUPPORT OF VARIOUS PROGRAMS | $1,000 |
| AFFECTIONATE ARMS ADULT DAYCARE | |||||||
| P O BOX 7604 | VICTORIA | TX | 77903 | NONE | none | GRANT TOWARDS VARIOUS PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 192742 | 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 | $26,721 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $50,487 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $8,042 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $117,259 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES | Description |
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $938 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $203,447 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 203447 | 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 | $1,835 | Amount |
| Net Investment Income | 1835 | 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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WELLS FARGO CO 2.5% DUE 6/29/27 | 75000 | 74475 |
| WELLS FARGO CO 3.25% DUE 8/12/23 | 100000 | 100638 |
| MORGAN STANLEY 5% STEP DUE 6/11/25 | 99800 | 99310 |
| AMERICAN EXPRESS 4.875% DUE 7/15/13 | 97191 | 102717 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (57 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GOLDMAN SACHS HI-YIELD INSTL | 45000 | 46646 |
| FEDERATED S-T INCOME #65 | 150000 | 151042 |
| DODGE & COX INCOME | 300000 | 307048 |
| OPPENHEIMER DEV MKTS Y | 117000 | 129502 |
| IVY INTL CORE EQUITY | 28000 | 31016 |
| ROYCE TOTAL RETURN INVESTMENT | 56000 | 61014 |
| FIRST EAGLE GOLD A LOAD WAVED | 58000 | 65745 |
| AMERICAN CENTURY HERITAGE INV | 85000 | 89532 |
| THOMSON REUTERS CORP (ADR) | 16136 | 15560 |
| BHP BILLITON LIMITED (ADR) | 9735 | 9725 |
| COVIDIEN PLC | 17269 | 16852 |
| VODAPHONE GROUP PLC NEW | 15661 | 14832 |
| VERIZON COMMUNICATIONS | 8051 | 9265 |
| SELECT SECTOR SPDR TR SBI INT-INDS | 12190 | 12253 |
| PHILIP MORRIS INTERNATIONAL INC | 20057 | 20223 |
| PFIZER INC | 16765 | 17514 |
| PNC FINANCIAL SERVICES GROUP INC | 12384 | 11228 |
| J P MORGAN CHASE & COMPANY | 17438 | 17459 |
| HALLIBURTON COMPANY | 5990 | 5990 |
| FEDEX CORP COM | 16258 | 16115 |
| DUPONT E I NEMOURS | 16025 | 13157 |
| THE DIRECTV GROUP | 12110 | 12176 |
| DISNEY (WALT) COMPANY HOLDING | 12064 | 14153 |
| CHUBB CORP | 11026 | 11549 |
| CATERPILLAR INC DEL | 16478 | 13212 |
| CME GROUP INC | 11472 | 11054 |
| APPLE COMPUTER | 18750 | 17558 |
| THORNBURG INTL VALUE CLASS I | 238000 | 233459 |
| JANUS OVERSEAS FUND | 150000 | 113188 |
| ACCENTURE PLC - ADR | 15504 | 19018 |
| TEVA PHARMACEUTICAL SP ADR | 16442 | 12912 |
| THERMO FISHER | 13847 | 15887 |
| SYSCO | 12312 | 14243 |
| QUALCOMM INCORPORATED | 14757 | 17495 |
| KOHL'S CORP | 16002 | 13395 |
| JOHNSON CONTROLS INC | 20701 | 14459 |
| GOOGLE INC CL A | 13771 | 17459 |
| GOLDMAN SACHS GROUP INC | 17214 | 12957 |
| EMC CORPORATION | 14852 | 16133 |
| PROCTER & GAMBLE CO | 21519 | 24091 |
| CHEVRONTEXACO CORP | 15064 | 21138 |
| BECTON DICKINSON AND COMPANY | 20302 | 20318 |
| AMERIPRISE FINL INC | 20784 | 31548 |
| UNITED TECHNOLOGIES | 8544 | 13218 |
| U S BANCORP | 13788 | 19356 |
| GENERAL MILLS INC | 12917 | 16396 |
| EMERSON ELECTRIC COMPANY | 9200 | 12557 |
| CELGENE CORPORATION | 16540 | 23577 |
| APACHE CORP | 14950 | 11564 |
| INTL BUS MACHINES | 26751 | 47518 |
| CEF SELECT SECTOR SPDR FUND UTILITIES | 25363 | 23311 |
| ORACLE CORPORATION | 26456 | 41023 |
| LOWES COMPANIES INC | 22905 | 25263 |
| EXXON MOBIL CORP | 11545 | 16747 |
| DANAHER CORP | 11741 | 16461 |
| PEPSICO INC | 9456 | 19659 |
| BAKER HUGHES | 13070 | 27415 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 131248 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 130817 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 40000 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 43212 | StateLocalSecuritiesEOYFMV |
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 | 2813 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| foreign dividend taxes | $127 |
| 2011 estimated tax payments | $1,560 |
| 2010 excise tax balance due | $410 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rental Expenses | Description |
| Revenue And Expenses Per Books | 4584 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4584 | NetInvestmentIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES | Description |
| Revenue And Expenses Per Books | 938 | RevenueAndExpensesPerBooks |
| Net Investment Income | 938 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES | Category |
| Amount | $16 | Amount |
| Net Investment Income | 16 | NetInvestmentIncome |
Comments