WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WOOD FAMILY MEMORIAL TRUST (EIN 74-6307476)
Tax period: 2010-12-01 to 2011-11-30
Filed: 2012-03-01
IRS object ID: 201200619349100255
Schema version: 2010v3.2
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 Land Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-01T07:04:08-08:00	Timestamp
Tax Period End Date	2011-11-30	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	2010-12-01	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	2012-02-17	DateSigned

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	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
NECT	X	NECT
FMV Assets EOY	3635469	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	34839	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	34839	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	53799	DividendsRevAndExpnss
Dividends Net Invst Incm	53799	DividendsNetInvstIncm
Gross Rents Rev And Expnss	12506	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	12506	GrossRentsNetInvstIncm
Net Rental Income Or Loss	7602	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	84775	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1525883	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	84775	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	185919	TotalRevenueAndExpenses
Total Net Investment Income	185919	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	20334	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	20334	CompOfcrDirTrstNetInvstIncm
Accounting Fees Rev And Expnss	1725	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1725	AccountingFeesNetInvstIncm
Taxes Rev And Expnss	4164	TaxesRevAndExpnss
Taxes Net Invst Incm	4164	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss	4904	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	4904	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	31127	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	31127	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	194127	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	194127	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	225254	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	31127	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	194127	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-39335	ExcessOfRevenueOverExpenses
Net Investment Income	154792	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	631150	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	406537	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	416697	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	289900	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	40000	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	42522	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	1680715	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2024499	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2094803	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	196991	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	296991	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	290240	InvestmentsCorpBondsEOYFMV
Investments Land Etc Basis	243659	InvestmentsLandEtcBasis
Investments Land Etc BOY	243659	InvestmentsLandEtcBOY
Investments Land Etc EOY	243659	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	791203	InvestmentsLandEtcEOYFMV
Other Assets BOY	4	OtherAssetsBOY
Other Assets EOY	4	OtherAssetsEOY
Other Assets EOYFMV	4	OtherAssetsEOYFMV
Total Assets BOY	3042419	TotalAssetsBOY
Total Assets EOY	3011690	TotalAssetsEOY
Total Assets EOYFMV	3635469	TotalAssetsEOYFMV
Other Liabilities EOY	10000	OtherLiabilitiesEOY
Total Liabilities EOY	10000	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	3042419	CapitalStockBOY
Capital Stock EOY	3001690	CapitalStockEOY
Total Net Assets BOY	3042419	TotalNetAssetsBOY
Total Net Assets EOY	3001690	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3042419	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3011690	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3042419	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-39335	ExcessOfRevenueOverExpenses
Subtotal	3003084	Subtotal
Other Decreases	1394	OtherDecreases
Total Net Assets Fund Balances EOY	3001690	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 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 TOT BOND MKT INDX #84 CAPT GAIN	P	2000-06-01	2010-12-27	902	902	902
PIMCO TOTAL RETURN CAPITAL GAINS	P	2000-06-01	2010-12-08	5002	5002	5002
JANUS PERKINS SMALL CAP CAPITAL GAINS	P	2000-06-01	2010-12-20	2656	2656	2656
fnma 3% due 6/16/25	P	2011-03-08	2011-06-16	75000			75000
FHLMC 2% due 7/27/28	P	2011-05-18	2011-07-27	100000	-234	-234	100234
200 SH VISA INC	P	2010-12-20	2011-09-20	18498	4952	4952	13546
345 SH NORTHERN TRUST CORP	P	2010-06-18	2011-06-07	16195	-1342	-1342	17537
1210 SH APPLIED MATERIALS	P	2010-06-18	2011-06-07	15596	-787	-787	16383
CAPITAL ONE NA CD 4.4%	P	2008-11-19	2011-11-28	100000			100000
FHLB 5.0% DUE 12/10/10	P	2003-05-21	2010-12-10	100000			100000
FHLMC 4.3% DUE 2/3/11	P	2004-01-20	2011-02-03	50000			50000
CAPMARK BANK CD	P	2009-03-05	2011-03-11	55000			55000
BANK OF GEORGIA CD	P	2008-12-19	2010-12-30	100000			100000
FHLMC 1% STEP DUE 9/13/14	P	2010-08-26	2011-09-03	50000			50000
FHLMC 2% STEP DUE 12/30/15	P	2010-06-18	2011-06-30	50000	100	100	49900
500 SH YUM BRANDS INC	P	2009-10-09	2010-12-20	24720	7155	7155	17565
1500 SH WELLS FARGO & CO	P	1996-06-19	2011-09-20	37395	24334	24334	13061
29091.328 SH VANGUARD TOT BOND MKT INDX #84	P	2010-01-14	2011-05-26	313023	8553	8553	304470
800 SH STRYKER CORP	P	2005-08-12	2010-12-20	43583	1370	1370	42213
175 SH RESEARCH IN MOTION LTD	P	2009-10-09	2010-12-20	10174	-2025	-2025	12199
400 SH PPG INDUSTRIES INC	P	1996-06-19	2010-12-20	33458	13526	13526	19932
400 SH ORACLE CORPORATION	P	2007-07-19	2011-06-07	12684	4384	4384	8300
600 SH MCCORMICK & CO INC	P	2009-12-18	2011-03-16	28481	7061	7061	21420
500 SH L3 COMMUNICATIONS HLDG	P	2005-08-12	2011-06-07	39986	783	783	39203
225 SH ILLINOIS TOOL WORKS INC	P	2006-09-18	2011-06-07	12550	2729	2729	9821
525 SH HEWLETT PACKARD COMPANY	P	2007-12-04	2011-09-20	11802	-15099	-15099	26901
1924.122 SH HARBOR CAPITAL APPRECIATION FUND #12	P	2010-01-22	2011-05-26	75599	14624	14624	60975
932.916 SH FIDELITY-SPARTAN INTL INDEX #399	P	2010-01-22	2011-05-26	33967	3479	3479	30488
100 SH EXXON MOBIL CORP	P	2006-02-17	2011-06-07	8052	1976	1976	6076
305 SH DEVRY INC	P	2009-12-18	2011-03-16	15457	-1839	-1839	17296
1150 SH CISCO SYSTEMS INC	P	2007-07-19	2011-06-07	17951	-16687	-16687	34638
400 SH CAMPBELL SOUP CO	P	2009-10-09	2010-12-20	13916	908	908	13008
265 sh BAKER HUGHES	P	1987-05-15	2011-03-16	18990	13536	13536	5454
1549.96 sh ARTISAN INTL FUND #3618	P	2010-01-22	2011-05-26	35246	4758	4758	30488

Field	Value	IRS element (for citing)
Capital Gain Net Income	84775	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	157718	QualifyingDistributionsYear1
Noncharitable Assets Year1	3818505	NoncharitableAssetsYear1
Distribution Ratio Year1	0.04130	DistributionRatioYear1
Qualifying Distributions Year2	210039	QualifyingDistributionsYear2
Noncharitable Assets Year2	3717000	NoncharitableAssetsYear2
Distribution Ratio Year2	0.05651	DistributionRatioYear2
Qualifying Distributions Year3	220993	QualifyingDistributionsYear3
Noncharitable Assets Year3	4282247	NoncharitableAssetsYear3
Distribution Ratio Year3	0.05161	DistributionRatioYear3
Qualifying Distributions Year4	200987	QualifyingDistributionsYear4
Noncharitable Assets Year4	4422697	NoncharitableAssetsYear4
Distribution Ratio Year4	0.04544	DistributionRatioYear4
Qualifying Distributions Year5	178587	QualifyingDistributionsYear5
Noncharitable Assets Year5	3884965	NoncharitableAssetsYear5
Distribution Ratio Year5	0.04597	DistributionRatioYear5
Total Distribution Ratio	0.24083	TotalDistributionRatio
Average Distribution Ratio	0.04817	AverageDistributionRatio
Net Noncharitable Assets	3822533	NetNoncharitableAssets
Adjusted Noncharitable Assets	184116	AdjustedNoncharitableAssets
One Percent Net Investment Income	1548	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	185664	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	194127	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1548	InvestmentIncomeExciseTax
Subtotal	1548	Subtotal
Tax Based On Investment Income	1548	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1520	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1520	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	2	PenaltyForUnderpayment
Tax Due	30	TaxDue
Amount Credited To Next Year	0	AmountCreditedToNextYear

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	20086	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	2839259	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	250278	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	791207	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	3880744	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	3880744	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	58211	CashDeemedCharitable
Net Noncharitable Assets	3822533	NetNoncharitableAssets
Minimum Investment Return	191127	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	191127	MinimumInvestmentReturn
Tax Based On Investment Income	1548	TaxBasedOnInvestmentIncome
Total Tax	1548	TotalTax
Distributable Amount Before Adj	189579	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	10000	RecoveriesQlfyDistributions
Distributable Amount Before Ded	199579	DistributableAmountBeforeDed
Distributable Amount As Adjusted	199579	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	194127	ExpensesAndContributions
Qualifying Distributions	194127	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1548	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	192579	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	199579	DistributableAmountAsAdjusted
Undistributed Income Prior Year	4711	UndistributedIncomePriorYear
Qualifying Distributions	194127	QualifyingDistributions
Applied To Year1	4711	AppliedToYear1
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	189416	AppliedToCurrentYear
Undistributed Income CY	10163	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 (40 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
VICTORIA COLLEGE
2200 E RED RIVER	VICTORIA	TX	77901	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	IMMEDIATE SCHOLARSHIP SUPPORT	$10,000
CHILDREN'S DISCOVERY MUSEUM
204 N MAIN ST	VICTORIA	TX	77901	NONE	PARTIALLY UNDERWRITE COST OF PRODUCING "TEXAS OUR TEXAS 2012"	$2,000
HABITAT FOR HUMANITY-CALHOUN COUNTY
P O BOX 750	PORT LAVACA	TX	77979	NONE	2012 BRUSH W/KINDNESS & RESTORATION PROJECT	$3,000
OUR LADY OF VICTORY SCHOOL
1311 E MESQUITE LN	VICTORIA	TX	77901	NONE	PURCHASE OF BAND INSTRUMENTS	$4,900
PERPETUAL HELP HOME-VICTORIA BRANCH
P O BOX 4305	VICTORIA	TX	77903	NONE	SUPPORT OF VARIOUS PROGRAMS	$1,000
SACRED HEART SCHOOL
313 S TEXANA	HALLETTSVILLE	TX	77964	NONE	PURCHASE OF 10 NEW TI NSPIRE GRAPHING CALCULATORS	$1,600
HARBOR CHILDREN'S ALLIANCE VICTIM C
215 W RAILROAD	PORT LAVACA	TX	77979	NONE	PURCHASE OF OFFICE EQUIPMENT	$2,000
THE RIDING THERAPY CENTER
P O BOX 462	NURSERY	TX	77976	NONE	SENSORY TRAIL IMPROVEMENT PROJECT	$3,500
SALVATION ARMY
P O BOX 3045	VICTORIA	TX	77903	NONE	PURCHASE AND INSTALLATION OF A COMPLETE 5 TON RUUD HEATING/COOLING SYSTEM FOR THE THRIFT STORE	$5,000
TRINITY EPISCOPAL SCHOOL
1501 N GLASS	VICTORIA	TX	77901	NONE	GRANDPARENTS RAISING GRANDCHILDREN SUPPORT GROUP FOR ENRICHMENT ROOM PROJECT	$2,000
VICTORIA ART LEAGUE
905 S BRIDGE	VICTORIA	TX	77901	NONE	ASSIST WITH REPAIRS	$1,000
VICTORIA COLLEGE
2200E RED RIVER	VICTORIA	TX	77901	NONE	PURCHASE OF A PIPE THREADING MACHINE FOR THE MILLWRIGHT AND PIPE FITTING CLASSES	$6,000
VICTORIA COUNTY SENIOR CITIZENS ASS
P O BOX 1433	VICTORIA	TX	77902	NONE	GRANT TOWARDS FOOD/FUEL	$5,000
FOOD BANK OF THE GOLDEN CRESCENT
P O BOX 5085	VICTORIA	TX	77903	NONE	GENERAL OPERATING EXPENSES	$4,127
TELFERNER VOLUNTEER FIRE DEPT
1150 HILL RD	TELFERNER	TX	77988	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
ST JOSEPH HIGH SCHOOL
110 E RED RIVER ST	VICTORIA	TX	77901	NONE	"IMAGINE MORE" CAPITAL CAMPAIGN	$20,000
SCHROEDER VOLUNTEER FIRE DEPT
13012 FM 622	VICTORIA	TX	77905	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
SALVATION ARMY
P O BOX 3045	VICTORIA	TX	77903	NONE	SPECIFIC ASSISTANCE FOR UTILITIES AND RENT	$5,000
RAISIN VOLUNTEER FIRE DEPT
10842 US HWY 59 S	VICTORIA	TX	77905	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
QUAIL CREEK VOLUNTEER FIRE DEPT
513 CHUKAR DR	VICTORIA	TX	77905	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
PLACEDO VOLUNTEER FIRE DEPARTMENT
284 S WILLIAMS ST	PLACEDO	TX	77977	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
NURSERY VOLUNTEER FIRE DEPT
P O BOX 237	NURSERY	TX	77976	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
NORDHEIM VOLUNTEER FIRE DEPT
200 BROADWAY	NORHEIM	TX	78141	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
MISSION VALLEY VOLUNTEER FIRE DEPT
34 REINECKE RD	VICTORIA	TX	77905	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
LONE TREE VOLUNTEER FIRE DEPT
727 BURKHART RD	VICTORIA	TX	77901	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
INEZ FIRE DEPARTMENT
297 RAILROAD ST	INEZ	TX	77968	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
GOLIAD VOLUNTEER FIRE DEPT
245 S CHILTON AVE	GOLIAD	TX	77963	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
FORDTRAN VOLUNTEER FIRE DEPT
25225 US HWY 77N	YOAKUM	TX	77995	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
FOOD BANK OF THE GOLDEN CRESCENT
P O BOX 5085	VICTORIA	TX	77903	NONE	PILOT PROJECT/FOOD RESCUE PROGRAM	$10,000
CUERO FIRE STATION
219 E MAIN ST	CUERO	TX	77954	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
COMMUNITY ACTION COMMITTEE OF VICTO
P O BOX 3607	VICTORIA	TX	77903	NONE	TO CONTINUE SERVING CLIENTS IN THE VICTORIA COUNTY MEALS ON WHEELS PROGRAM	$5,000
CALHOUN COUNTY YMCA
1300 N VIRGINIA	PORT LAVACA	TX	77979	NONE	REPLACEMENT OF CARDIO EQUIPMENT	$5,000
BOYS GIRLS CLUB OF VICTORIA
P O BOX 2565	VICTORIA	TX	77902	NONE	ENHANCING CURRENT PROGRAMS AND FACILITIES	$5,000
BLOOMINGTON VOLUNTEER FIRE DEPT
P O BOX 2125	BLOOMINGTON	TX	77951	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
BASTROP CHRISTIAN MINISTERIAL ALLIA
P O BOX 876	BASTROP	TX	78602	NONE	SUPPORT OF VARIOUS PROGRAMS	$5,000
AUSTWELL-TIVOLI VOLUNTEER FIRE DEPT
P O BOX 1	AUSTWELL	TX	77950	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
AUSTWELL-TIVOLI CHAPTER LIONS CLUB
P O BOX 69	AUSTWELL	TX	77950	NONE	REHABILITATION OF AUSTWELL-TIVOLI LIONS CLUB COMMUNITY PARK	$5,000
ANDER-WESER VOLUNTEER FIRE DEPT
3306 E FM 1961	GOLIAD	TX	77963	NONE	SUPPORT OF VARIOUS PROGRAMS	$3,000
AFFECTIONATE ARMS ADULT DAYCARE
P O BOX 7604	VICTORIA	TX	77903	NONE	PROVIDING SERVICES TO THE ELDERLY AND/OR DISABLED ADULTS	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	194127	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	$34,839	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$53,799	ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	$7,602	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$84,775	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$181,015	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	181015	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	$1,725	Amount
Net Investment Income	1725	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 (3 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
WELLS FARGO CO 3.25% DUE 8/12/23	100000	97532
MORGAN STANLEY 5% STEP DUE 6/11/25	99800	88100
AMERICAN EXPRESS 4.875% DUE 7/15/13	97191	104608

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (45 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
FIDELITY FLOATING RATE HIGH INC #814	50000	48784
COHEN & STEERS INT'L REALTY	119000	113940
VANGUARD TIPS #5119	50000	52917
THORNBURG INTL VALUE CLASS I	238000	215363
OPPENHEIMER DEVELOPING MKT CLASS A #785	178000	163416
JANUS OVERSEAS FUND	150000	126535
ACCENTURE PLC - ADR	15504	16220
TEVA PHARMACEUTICAL SP ADR	16442	12675
VF CORP	16036	24964
THERMO FISHER	13847	11812
SYSCO	12312	12843
QUALCOMM INCORPORATED	14757	15070
KOHL'S CORP	16002	16140
KIMBERLY CLARK CORP	12771	12864
JOHNSON CONTROLS INC	20701	16527
GOOGLE INC CL A	13771	14985
GOLDMAN SACHS GROUP INC	17214	10545
EMC CORPORATION	14852	14957
TEMPLETON GLOBAL BOND #616	63332	59969
PIMCO TOTAL RETURN ADMIN #435	324115	318682
ROYCE VALUE PLUS FD #882	110488	110203
JANUS PERKINS SM CAP VALUE	102463	110673
PROCTER & GAMBLE CO	21519	22277
CHEVRONTEXACO CORP	15064	20564
BECTON DICKINSON AND COMPANY	20302	19552
AMERIPRISE FINL INC	20784	23873
UNITED TECHNOLOGIES	8544	12639
U S BANCORP	13788	15552
TARGET CORP	20640	26350
BARCLAYS GLOBAL INVESTORS ISHARES S&P GL	24169	22960
GENERAL MILLS INC	12917	15980
EMERSON ELECTRIC COMPANY	9200	13063
CELGENE CORPORATION	16540	18924
APACHE CORP	14950	14916
INTL BUS MACHINES	26751	47000
ETF VANGUARD TELECOMMUNICATION	29582	23734
CEF SELECT SECTOR SPDR FUND UTILITIES	23977	20246
ORACLE CORPORATION - 1,275 SHARES	26456	39971
LOWES COMPANIES INC	39265	28812
ILLINOIS TOOL WORKS INC - 700 SHARES	30555	31808
EXXON MOBIL CORP - 450 SHARES	27342	36198
DANAHER CORP	25022	31447
PEPSICO - 350 SHARES	12005	22400
JOHNSON & JOHNSON	2450	51776
BAKER HUGHES - 635 SHARES	13070	34677

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	791203	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	$20
2010 estimated tax payments	$1,140
2009 excise tax balance due	$234

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Rental Expenses	Description
Revenue And Expenses Per Books	4904	RevenueAndExpensesPerBooks
Net Investment Income	4904	NetInvestmentIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Grant to be redistributed	Description
EOY Book Value	10000	EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	AD VALOREM TAXES	Category
Amount	$4,164	Amount
Net Investment Income	4164	NetInvestmentIncome

WOOD FAMILY MEMORIAL TRUST: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (45 entries)

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Taxes Schedule TaxesSchedule

Taxes Taxes

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