PETER ANDREW SUNSERI SCHOLARSHIP FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETER ANDREW SUNSERI SCHOLARSHIP FUND (EIN 76-6029110)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202521199349100522
- Schema version
- 2024v5.1
- 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 | 2025-04-29T07:54:14-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 G08651 | 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 | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,710 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,710 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,046 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $223 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $9,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,756 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,933 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,453 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,453 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,453 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,453 | 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 | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $60 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,163 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,163 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,593 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,770 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,465 | SavAndTempCashInvstEOYAmt |
| US Government Obligations BOY | $117,508 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $130,839 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $137,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,105 | CorporateStockEOYAmt |
| Total Assets BOY | $276,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $294,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $276,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $294,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $276,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $294,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $276,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $294,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $276,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,324 | OtherIncreasesAmt |
| Subtotal | $294,409 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $294,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 744.542 BAIRD AGGREGATE | P | 2023-04-13 | 2024-03-18 | $7,192 | $7,349 | -$157 | -$157 |
| 730.28 BAIRD AGGREGATE | P | 2023-04-13 | 2024-06-10 | $7,033 | $7,208 | -$175 | -$175 |
| 3.7070 ISHARES S&P 500 STK | P | 2022-03-14 | 2024-03-18 | $2,243 | $1,825 | $418 | $418 |
| 28.060 COHEN & STEERS | P | 2022-03-14 | 2024-06-10 | $1,271 | $1,471 | -$200 | -$200 |
| 45.03 COHEN & STEERS | P | 2017-12-13 | 2024-06-10 | $2,043 | $1,951 | $92 | $92 |
| .525 COHEN & STEERS | P | 2024-03-18 | 2024-06-10 | $24 | $24 | ||
| 6.367 COHEN & STEERS | P | 2023-09-25 | 2024-06-10 | $289 | $260 | $29 | $29 |
| 28.169 COHEN & STEERS | P | 2023-04-13 | 2024-06-10 | $1,278 | $1,207 | $71 | $71 |
| 80.792 COHEN & STEERS | P | 2017-12-15 | 2024-06-10 | $3,666 | $3,523 | $143 | $143 |
| 8.515 DODGE & COX INTERNATIONAL | P | 2022-08-22 | 2024-03-18 | $425 | $360 | $65 | $65 |
| 5.4210 DODGE & COX INTERNATIONAL | P | 2022-08-22 | 2024-06-10 | $283 | $229 | $54 | $54 |
| 3.647 FIDELITY EMER MKTS | P | 2023-09-25 | 2024-03-18 | $37 | $35 | $2 | $2 |
| 297.4510 FIDELITY EMER MKTS | P | 2019-10-23 | 2024-03-18 | $3,040 | $3,099 | -$59 | -$59 |
| 17.442 FIDELITY EMER MKTS | P | 2020-09-17 | 2024-03-18 | $178 | $193 | -$15 | -$15 |
| 215.427 FROST GROWTH EQUITY FUND | P | 2022-03-14 | 2024-03-18 | $3,511 | $3,320 | $191 | $191 |
| 164.296 FROST LOW DURATION BOND | P | 2021-09-07 | 2024-08-21 | $1,635 | $1,717 | -$82 | -$82 |
| 1326.8810 FROST LOW DURATION BOND | P | 2024-03-18 | 2024-08-21 | $13,202 | $12,937 | $265 | $265 |
| 402.684 FROST LOW DURATION BOND | P | 2024-06-10 | 2024-08-21 | $4,007 | $3,926 | $81 | $81 |
| 455.092 FROST LOW DURATION BOND | P | 2022-03-14 | 2024-08-21 | $4,528 | $4,555 | -$27 | -$27 |
| 739.759 FROST LOW DURATION BOND | P | 2020-02-19 | 2024-08-21 | $7,361 | $7,657 | -$296 | -$296 |
| 730.586 FROST LOW DURATION BOND | P | 2020-04-22 | 2024-08-21 | $7,269 | $7,489 | -$220 | -$220 |
| 3.0170 GOLDMAN SACHS GQG PARTNERS | P | 2021-09-07 | 2024-03-18 | $67 | $63 | $4 | $4 |
| 16.236 GOLDMAN SACHS GQG PARTNERS | P | 2021-09-07 | 2024-06-10 | $380 | $337 | $43 | $43 |
| 10.355 GOLDMAN SACHS EMER MKTS | P | 2022-08-22 | 2024-06-10 | $91 | $83 | $8 | $8 |
| 40.668 HARTFORD WORLD BOND | P | 2024-03-18 | 2024-06-10 | $407 | $408 | -$1 | -$1 |
| 289.524 HARTFORD WORLD BOND | P | 2021-09-07 | 2024-06-10 | $2,895 | $3,083 | -$188 | -$188 |
| 222.564 HARTFORD WORLD BOND | P | 2022-03-14 | 2024-06-10 | $2,226 | $2,277 | -$51 | -$51 |
| 14.4510 HARTFORD WORLD BOND | P | 2023-09-25 | 2024-06-10 | $145 | $141 | $4 | $4 |
| 7.54 JHANCOCK DISCIPLINED VALUE MID CAP | P | 2022-08-22 | 2024-03-18 | $218 | $194 | $24 | $24 |
| 18.083 JHANCOCK DISCIPLINED VALUE MID CAP | P | 2023-04-13 | 2024-06-10 | $519 | $449 | $70 | $70 |
| 3.83 JHANCOCK DISCIPLINED VALUE MID CAP | P | 2022-08-22 | 2024-06-10 | $110 | $99 | $11 | $11 |
| 28.927 JHANCOCK DISCIPLINED VALUE MID CAP | P | 2020-09-17 | 2024-06-10 | $830 | $580 | $250 | $250 |
| 1.876 MFS VALUE FUND | P | 2022-03-14 | 2024-06-10 | $95 | $93 | $2 | $2 |
| 19.542 T ROWE PRICE MIDCAP | P | 2022-03-14 | 2024-06-10 | $2,022 | $1,868 | $154 | $154 |
| 15.007 T ROWE PRICE MIDCAP | P | 2020-09-17 | 2024-06-10 | $1,553 | $1,512 | $41 | $41 |
| .008 T ROWE PRICE MIDCAP | P | 2024-03-18 | 2024-06-10 | $1 | $1 | ||
| 30.172 VICTORY SMALL CO OPP FUND | P | 2020-04-22 | 2024-03-18 | $1,447 | $979 | $468 | $468 |
| 3.447 VICTORY SMALL CO OPP FUND | P | 2019-01-23 | 2024-03-18 | $165 | $138 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,046 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $223 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78 | SubtotalAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $78 | 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 | $3,454 |
| 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 | $294,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $294,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $294,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $289,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78 | TotalTaxAmt |
| Distributable Before Adj | $14,422 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,422 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,838 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,838 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,957 | UndistributedIncomePYAmt |
| Qualifying Distributions | $9,838 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,957 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,881 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,541 | 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 (9 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 |
| E FUENTES | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 | |
| S GOALEN | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 | |
| C GUNDRUM | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 | |
| B LOBODIN | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $500 | |
| A PILLAR | ||||||
| N/A | Galveston | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| K LINDAMOOD | ||||||
| N/A | Galveston | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| S POTHOS | ||||||
| N/A | Galveston | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,710 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,046 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,756 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,756 | 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 (58) | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |