PETER ANDREW SUNSERI SCHOLARSHIP FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PETER ANDREW SUNSERI SCHOLARSHIP FUND (EIN 76-6029110)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-04
- IRS object ID
- 202310949349101301
- Schema version
- 2022v5.0
- 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 | 2023-04-04T14:29:25-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-04 | 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 | 2022 | 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 | $252,713 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $84,865 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,529 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,529 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,793 | GrossSalesPriceAmt |
| Total Rev And Expnss | $84,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,529 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,529 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,238 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,238 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,238 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,279 | 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 | $235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $235 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $235 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $280 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $280 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $280 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $280 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,403 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,403 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,403 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,403 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,126 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,880 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $115,878 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $112,716 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $112,716 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $112,024 | CorporateStockBOYAmt |
| Corporate Stock EOY | $120,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120,117 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $240,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $252,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,713 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $240,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $252,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $240,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $252,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $240,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $252,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $240,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,461 | ExcessRevenueOverExpensesAmt |
| Subtotal | $283,872 | SubtotalAmt |
| Other Decreases | $31,158 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $252,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 43.113 ARTISAN HIGH INCOME | P | 2022-03-14 | 2022-05-20 | $391 | $410 | -$19 | -$19 |
| 4.3940 ISHARES S&P 500 | P | 2022-03-14 | 2022-05-20 | $2,021 | $2,163 | -$142 | -$142 |
| 5.228 ISHARES S&P 500 | P | 2022-03-14 | 2022-08-22 | $2,543 | $2,574 | -$31 | -$31 |
| 9.3290 Cohen & Steers | P | 2022-03-14 | 2022-05-20 | $455 | $491 | -$36 | -$36 |
| 10.685 Cohen & Steers | P | 2022-03-14 | 2022-08-22 | $541 | $562 | -$21 | -$21 |
| 94.157 FIDELITY EMER MKTS | P | 2021-09-07 | 2022-05-20 | $963 | $1,247 | -$284 | -$284 |
| 73.663 FIDELITY EMER MKTS | P | 2020-09-17 | 2022-08-22 | $731 | $817 | -$86 | -$86 |
| 29.0770 FIDELITY EMER MKTS | P | 2021-09-07 | 2022-08-22 | $288 | $385 | -$97 | -$97 |
| 306.8260 FIDELITY EMER MKTS | P | 2022-03-14 | 2022-08-22 | $3,044 | $3,170 | -$126 | -$126 |
| 43.262 Frost Growth Equity | P | 2022-03-14 | 2022-05-20 | $602 | $667 | -$65 | -$65 |
| 209.1290 Frost Low Duration | P | 2022-03-14 | 2022-08-22 | $3,183 | $3,223 | -$40 | -$40 |
| 287.993 Frost Low Duration | P | 2021-09-07 | 2022-05-20 | $2,834 | $3,010 | -$176 | -$176 |
| 30.243 FROST CREDIT FUND | P | 2022-03-14 | 2022-05-20 | $279 | $292 | -$13 | -$13 |
| 69.3710 FROST CREDIT FUND | P | 2017-12-15 | 2022-07-22 | $630 | $689 | -$59 | -$59 |
| 65.7060 FROST CREDIT FUND | P | 2022-03-14 | 2022-07-22 | $597 | $633 | -$36 | -$36 |
| 30.121 FROST CREDIT FUND | P | 2017-12-13 | 2022-07-22 | $274 | $303 | -$29 | -$29 |
| 184.72 FROST CREDIT FUND | P | 2017-12-15 | 2022-08-22 | $1,690 | $1,834 | -$144 | -$144 |
| 764.566 FROST TOTAL RETURN BOND | P | 2022-09-07 | 2022-05-20 | $7,470 | $7,929 | -$459 | -$459 |
| 62.9060 GOLDMAN SACHS | P | 2021-09-07 | 2022-05-20 | $1,152 | $1,304 | -$152 | -$152 |
| 37.334 GOLDMAN SACHS | P | 2021-09-07 | 2022-08-22 | $643 | $774 | -$131 | -$131 |
| 7.083 Harding Loevner Emerging | P | 2021-09-07 | 2022-05-20 | $313 | $491 | -$178 | -$178 |
| 1.795 Harding Loevner Emerging | P | 2021-09-07 | 2022-07-22 | $77 | $124 | -$47 | -$47 |
| 33.146 Harding Loevner Emerging | P | 2022-03-14 | 2022-08-22 | $1,423 | $1,492 | -$69 | -$69 |
| 8.456 Harding Loevner Emerging | P | 2020-09-17 | 2022-08-22 | $370 | $475 | -$105 | -$105 |
| 5.89 Harding Loevner Emerging | P | 2022-03-14 | 2022-08-22 | $258 | $265 | -$7 | -$7 |
| 11.6710 Harding Loevner Emerging | P | 2018-10-24 | 2022-08-22 | $511 | $556 | -$45 | -$45 |
| 12.768 Harding Loevner Emerging | P | 2017-12-15 | 2022-08-22 | $559 | $731 | -$172 | -$172 |
| 89.3080 HARTFORD WORLD BOND | P | 2021-09-07 | 2022-05-20 | $892 | $949 | -$57 | -$57 |
| 277.5160 HARTFORD WORLD BOND | P | 2021-09-07 | 2022-08-22 | $2,756 | $2,949 | -$193 | -$193 |
| 114.6170 Jhancock Discplned | P | 2022-03-14 | 2022-05-20 | $2,878 | $3,025 | -$147 | -$147 |
| 31.105 LAZARD INTL | P | 2022-03-14 | 2022-05-20 | $485 | $491 | -$6 | -$6 |
| 28.5090 LAZARD INTL | P | 2021-09-07 | 2022-05-20 | $444 | $628 | -$184 | -$184 |
| 178.5070 LAZARD INTL | P | 2022-03-14 | 2022-07-22 | $2,669 | $2,815 | -$146 | -$146 |
| 22.1620 LAZARD INTL | P | 2017-12-13 | 2022-07-22 | $331 | $434 | -$103 | -$103 |
| 36.613 LAZARD INTL | P | 2017-12-13 | 2022-08-22 | $524 | $717 | -$193 | -$193 |
| 10.3020 LAZARD INTL | P | 2020-09-17 | 2022-08-22 | $148 | $186 | -$38 | -$38 |
| 39.983 LAZARD INTL | P | 2017-11-22 | 2022-08-22 | $573 | $776 | -$203 | -$203 |
| 56.533 MFS Value | P | 2022-03-14 | 2022-05-20 | $2,739 | $2,815 | -$76 | -$76 |
| 33.724 MFS Value | P | 2017-12-15 | 2022-08-22 | $1,698 | $1,413 | $285 | $285 |
| 49.8020 PIMCO INTL BOND | P | 2021-09-07 | 2022-05-20 | $412 | $511 | -$99 | -$99 |
| 381.679 PIMCO INTL BOND | P | 2021-09-07 | 2022-07-22 | $3,000 | $3,920 | -$920 | -$920 |
| 321.7420 PIMCO INTL BOND | P | 2022-03-14 | 2022-08-22 | $2,477 | $2,883 | -$406 | -$406 |
| 269.3620 PIMCO INTL BOND | P | 2021-09-07 | 2022-08-22 | $2,074 | $2,766 | -$692 | -$692 |
| 10.978 T Rowe Price | P | 2022-03-14 | 2022-05-20 | $994 | $1,049 | -$55 | -$55 |
| 8.089 T Rowe Price | P | 2022-03-14 | 2022-08-22 | $772 | $773 | -$1 | -$1 |
| 1.80 T Rowe Price | P | 2021-09-07 | 2022-05-20 | $110 | $191 | -$81 | -$81 |
| 5.268 T Rowe Price | P | 2022-03-14 | 2022-05-20 | $322 | $343 | -$21 | -$21 |
| 13.2480 T Rowe Price | P | 2022-03-14 | 2022-08-22 | $788 | $861 | -$73 | -$73 |
| 11.4720 Victory Small | P | 2022-03-14 | 2022-05-20 | $536 | $565 | -$29 | -$29 |
| 9.30 Victory Small | P | 2020-01-29 | 2022-08-22 | $465 | $412 | $53 | $53 |
| 130.135 LAZARD INTL | P | 2017-12-15 | 2022-08-22 | $1,864 | $2,540 | -$676 | -$676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,830 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,315 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30 | SubtotalAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $30 | 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 | $3,237 |
| 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 | $252,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $252,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $252,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $248,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $12,416 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,416 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,416 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,819 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,819 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,416 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $365 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,639 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $591 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,819 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,998 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,998 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $365 | ExcessFromYear4Amt |
| Excess From Year3 | $1,639 | ExcessFromYear3Amt |
| Excess From Year1 | $591 | ExcessFromYear1Amt |
| Excess From Current Year | $403 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|
| A FLORES | ||||||
| N/A | GALVESTON | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 |
| C GARCIA | ||||||
| N/A | GALVESTON | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 |
| J GARCIA | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 |
| C GUNDRUM | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 |
| D PUCCETTI | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 |
| R SIMMONS | ||||||
| N/A | Galveston | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| S SRIVASTAVA | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| T WELLS-WEBB | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| S IXCOTOYAC | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| E FUENTES | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| T MCDANIEL | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,529 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,830 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$301 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$301 | 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 | $235 | Amt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $235 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $235 | DisbursementsCharitablePrpsAmt |