PETER ANDREW SUNSERI SCHOLARSHIP FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETER ANDREW SUNSERI SCHOLARSHIP FUND (EIN 76-6029110)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202421209349101557
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T14:47:51-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208806068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND FINANCIAL SOLUTIONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6710 Stewart Rd Suite 300 | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766029110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER ANDREW SUNSERI SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Business Name Line2 | co FROST BANK TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4097707158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 POST OAK BLVD 400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Frost Bank Trustee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Frost Bank | PersonFirstNm |
| Person Last | Trustee | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda Bunn | PreparerPersonNm |
| PTIN | P01247644 | PTIN |
| Phone | 4097410007 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,128 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,128 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,470 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,187 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,128 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,128 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,132 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,132 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,132 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,237 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $325 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $30 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,812 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,812 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,316 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,316 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,880 | SavAndTempCashInvstEOYAmt |
| US Government Obligations BOY | $112,716 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $117,508 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $120,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $137,905 | CorporateStockEOYAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $252,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $276,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $252,714 | RetainedEarningBOYAmt |
| Retained Earning EOY | $276,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $252,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $276,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $252,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $276,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $252,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,732 | OtherIncreasesAmt |
| Subtotal | $276,292 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $276,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10.77 Artisan High Income FD | P | 2023-04-13 | 2023-09-25 | $93 | $94 | -$1 | -$1 |
| 4.064 ISHARES S&P 500 STK | P | 2022-03-14 | 2023-09-25 | $2,074 | $2,001 | $73 | $73 |
| 13.27 DODGE & COX INTERNATIONAL | P | 2022-08-22 | 2023-04-13 | $624 | $562 | $62 | $62 |
| 225.9480 FROST GROWTH EQUITY FUND | P | 2020-09-17 | 2023-09-25 | $3,412 | $3,568 | -$156 | -$156 |
| 363.6720 FROST LOW DURATION BOND | P | 2021-09-07 | 2023-04-13 | $3,531 | $3,800 | -$269 | -$269 |
| 184.581 FROST LOW DURATION BOND | P | 2022-08-22 | 2023-04-13 | $1,792 | $1,802 | -$10 | -$10 |
| 8.19 FROST LOW DURATION BOND | P | 2021-09-07 | 2023-09-25 | $79 | $86 | -$7 | -$7 |
| 548.866 FROST TOTAL RETURN BOND | P | 2020-02-19 | 2023-04-13 | $5,203 | $5,730 | -$527 | -$527 |
| 53.58 FROST TOTAL RETURN BOND | P | 2018-01-24 | 2023-04-13 | $508 | $558 | -$50 | -$50 |
| 995.833 FROST TOTAL RETURN BOND | P | 2016-09-03 | 2023-04-13 | $9,441 | $10,466 | -$1,025 | -$1,025 |
| 843.4950 FROST TOTAL RETURN BOND | P | 2017-06-30 | 2023-04-13 | $7,996 | $8,874 | -$878 | -$878 |
| 18.1970 FROST TOTAL RETURN BOND | P | 2016-08-17 | 2023-04-13 | $173 | $192 | -$19 | -$19 |
| 1746.048 FROST TOTAL RETURN BOND | P | 2017-06-28 | 2023-04-13 | $16,553 | $18,386 | -$1,833 | -$1,833 |
| 567.162 FROST TOTAL RETURN BOND | P | 2022-08-22 | 2023-04-13 | $5,377 | $5,490 | -$113 | -$113 |
| 11.942 GOLDMAN SACHS GQG PARTNERS | P | 2021-09-07 | 2023-04-13 | $215 | $248 | -$33 | -$33 |
| 20.918 GOLDMAN SACHS EMER MKTS | P | 2022-08-22 | 2023-09-25 | $164 | $168 | -$4 | -$4 |
| 19.4890 HARTFORD WORLD BOND | P | 2021-09-07 | 2023-04-13 | $199 | $208 | -$9 | -$9 |
| 17.313 JHANCOCK DISCIPLINED VALUE MID CAP | P | 2022-03-14 | 2023-09-25 | $446 | $457 | -$11 | -$11 |
| 43.641 JHANCOCK DISCIPLINED VALUE MID CAP | P | 2022-08-22 | 2023-09-25 | $1,125 | $1,123 | $2 | $2 |
| 6.904 MFS VALUE FUND | P | 2023-04-13 | 2023-09-25 | $325 | $325 | ||
| 18.1980 T ROWE PRICE INTL DISC | P | 2019-01-23 | 2023-09-25 | $1,061 | $1,062 | -$1 | -$1 |
| 7.622 T ROWE PRICE INTL DISC | P | 2020-09-17 | 2023-09-25 | $444 | $619 | -$175 | -$175 |
| 32.8490 T ROWE PRICE INTL DISC | P | 2022-03-14 | 2023-09-25 | $1,915 | $2,136 | -$221 | -$221 |
| 19.9170 T ROWE PRICE INTL DISC | P | 2018-01-24 | 2023-09-25 | $1,161 | $1,520 | -$359 | -$359 |
| 28.7840 VICTORY SMALL CO OPP FUND | P | 2022-03-14 | 2023-04-13 | $1,359 | $1,417 | -$58 | -$58 |
| 1.033 VICTORY SMALL CO OPP FUND | P | 2022-03-14 | 2023-09-25 | $48 | $51 | -$3 | -$3 |
| 17.702 VICTORY SMALL CO OPP FUND | P | 2019-01-23 | 2023-09-25 | $821 | $716 | $105 | $105 |
| 22.522 VICTORY SMALL CO OPP FUND | P | 2020-01-29 | 2023-09-25 | $1,048 | $998 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,470 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$62 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60 | SubtotalAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $60 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY GLOVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4097707158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREA SUNSERI | ||||||
| PO Box 179 | Galveston | TX | 77553 | Director | 0.00 | $0 |
| CAROLYN SUNSERI | ||||||
| PO Box 179 | Galveston | TX | 77553 | Director | 0.00 | $0 |
| STEPHANIE SUNSERI | ||||||
| PO Box 179 | Galveston | TX | 77553 | Director | 0.00 | $0 |
| PETER MOORE | ||||||
| PO Box 179 | Galveston | TX | 77553 | Director | 0.00 | $0 |
| HARRIS KEMPNER | ||||||
| PO Box 179 | Galveston | TX | 77553 | Director | 0.00 | $0 |
| FROST NATIONAL BANK | ||||||
| PO Box 179 | Galveston | TX | 77553 | Trustee | 0.00 | $3,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $276,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $276,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $276,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $272,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable Before Adj | $13,547 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,547 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,547 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,592 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,592 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,547 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,639 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $591 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,592 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,592 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,998 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,998 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $1,957 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FROST BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 POST OAK BLVD SUITE 400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | GRADUATES OF HIGH SCHOOLS IN GALVESTON COUNTY, TX | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| C GARCIA | ||||||
| N/A | GALVESTON | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 |
| C GUNDRUM | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 |
| S SRIVASTAVA | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 | |
| E FUENTES | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 | |
| S COMEAUX | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $750 | |
| S GOALEN | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $750 | |
| C GUNDRUM | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $750 | |
| R SALAZAR | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $750 | |
| A SALINAS | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $750 | |
| R SCHULZ | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $750 | |
| B LOBODIN | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,128 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,470 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,658 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,658 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE-50% for Charity Only | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $650 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $30 | Amt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |