PETER ANDREW SUNSERI SCHOLARSHIP FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETER ANDREW SUNSERI SCHOLARSHIP FUND (EIN 76-6029110)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-03
- IRS object ID
- 202131549349100618
- Schema version
- 2020v4.0
- 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 | 2021-06-03T12:39:42-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 |
| 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 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY GLOVER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDSAY | PersonFirstNm |
| Person Last | GLOVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $223,294 | 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 | $2,358 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,394 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,394 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,796 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,190 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,394 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,280 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,280 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $2,280 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,140 | 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 | $650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $108 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $108 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,038 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,898 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,038 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,152 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,356 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $13,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,949 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $47,817 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $71,180 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $71,180 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $131,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,165 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,880 | CorporateBondsBOYAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $209,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $209,517 | RetainedEarningBOYAmt |
| Retained Earning EOY | $223,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $209,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $209,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $209,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,267 | OtherIncreasesAmt |
| Subtotal | $223,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $223,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 120.97 American Beacon Stephens | P | 2019-01-23 | 2020-01-29 | $1,925 | $1,781 | $144 | $144 |
| 7.5160 ARTISAN HIGH INCOME | P | 2018-01-24 | 2020-09-17 | $72 | $75 | -$3 | -$3 |
| 13.232 ISHARES S&P 500 | P | 2017-12-13 | 2020-02-19 | $5,321 | $4,218 | $1,103 | $1,103 |
| 7 Cohen & Steers | P | 2020-02-19 | 2020-09-17 | $291 | $347 | -$56 | -$56 |
| 15.18 Cohen & Steers | P | 2017-12-15 | 2020-09-17 | $630 | $663 | -$33 | -$33 |
| 176.898 FIDELITY EMER MKTS | P | 2019-10-23 | 2020-02-19 | $1,923 | $1,843 | $80 | $80 |
| 293.436 FIDELITY EMER MKTS | P | 2019-10-23 | 2020-04-22 | $2,591 | $3,058 | -$467 | -$467 |
| 298.624 Frost Growth Equity | P | 2016-09-01 | 2020-02-19 | $4,411 | $4,061 | $350 | $350 |
| 43.019 Frost Growth Equity | P | 2017-12-13 | 2020-02-19 | $635 | $695 | -$60 | -$60 |
| 114.883 Frost Low Duration | P | 2020-02-19 | 2020-09-17 | $1,207 | $1,189 | $18 | $18 |
| 387.989 Frost Low Duration | P | 2017-12-15 | 2020-09-17 | $4,078 | $3,964 | $114 | $114 |
| 66.855 FROST CREDIT FUND | P | 2017-12-13 | 2020-09-17 | $644 | $672 | -$28 | -$28 |
| 373.814 FROST TOTAL RETURN BOND | P | 2016-08-09 | 2020-04-22 | $3,656 | $3,933 | -$277 | -$277 |
| 219.898 FROST TOTAL RETURN BOND | P | 2016-08-17 | 2020-04-22 | $2,151 | $2,318 | -$167 | -$167 |
| 198.198 FROST TOTAL RETURN BOND | P | 2020-01-29 | 2020-09-17 | $2,014 | $2,069 | -$55 | -$55 |
| 1413.092 FROST TOTAL RETURN BOND | P | 2020-02-19 | 2020-09-17 | $14,357 | $14,753 | -$396 | -$396 |
| 47.5760 HARDING LOEVNER INTL | P | 2017-12-13 | 2020-04-22 | $942 | $1,084 | -$142 | -$142 |
| 16.886 Harding Loevner Emerging | P | 2017-12-13 | 2020-04-22 | $756 | $978 | -$222 | -$222 |
| 31.56 Harding Loevner Emerging | P | 2017-12-15 | 2020-04-22 | $1,414 | $1,806 | -$392 | -$392 |
| 174.609 HARTFORD FLOATING RATE | P | 2017-12-13 | 2020-02-19 | $1,313 | $1,522 | -$209 | -$209 |
| 289.017 HARTFORD FLOATING RATE | P | 2017-12-15 | 2020-04-22 | $2,173 | $2,519 | -$346 | -$346 |
| 180.6320 Jhancock Discplned | P | 2017-12-13 | 2020-02-19 | $4,086 | $4,433 | -$347 | -$347 |
| 1.4470 Jhancock Discplned | P | 2017-12-15 | 2020-02-19 | $33 | $33 | ||
| 39.9807 LAZARD INTL | P | 2017-12-13 | 2020-02-19 | $746 | $783 | -$37 | -$37 |
| 72.4993 LAZARD INTL | P | 2017-12-13 | 2020-02-19 | $1,354 | $1,420 | -$66 | -$66 |
| 94.4420 MFS Value | P | 2017-12-13 | 2020-02-19 | $4,287 | $3,944 | $343 | $343 |
| 39.358 T Rowe Price | P | 2017-12-13 | 2020-02-19 | $3,898 | $3,679 | $219 | $219 |
| .9460 T Rowe Price | P | 2017-12-15 | 2020-02-19 | $94 | $82 | $12 | $12 |
| 31.088 T Rowe Price | P | 2017-12-13 | 2020-02-19 | $2,195 | $2,235 | -$40 | -$40 |
| 6.9340 T Rowe Price | P | 2017-12-15 | 2020-02-19 | $490 | $499 | -$9 | -$9 |
| 16.4470 T Rowe Price | P | 2017-12-15 | 2020-04-22 | $965 | $1,183 | -$218 | -$218 |
| 6.055 T Rowe Price | P | 2018-01-24 | 2020-04-22 | $355 | $462 | -$107 | -$107 |
| 11.1136 Victory Small | P | 2020-01-29 | 2020-09-17 | $427 | $493 | -$66 | -$66 |
| Capital Gains | P | 2017-01-01 | 2020-09-17 | $3,156 | $3,156 | $3,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,796 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$942 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44 | SubtotalAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $44 | TaxDueAmt |
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 (7 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 |
| CARROLL 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 | $2,280 |
| 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 | $223,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $223,294 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $223,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $219,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $10,953 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,953 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,898 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,898 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,898 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,953 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,420 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,898 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,898 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,055 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,055 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,004 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $365 | ExcessFromYear2Amt |
| Excess From Year1 | $1,639 | ExcessFromYear1Amt |
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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| M MORENO | ||||||
| N/A | GALVESTON | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| A SMITH | ||||||
| N/A | GALVESTON | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| R LARIOS | ||||||
| N/A | GALVESTON | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| L MITCHELL | ||||||
| N/A | GALVESTON | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| M Livanec | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| B Edwards | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| A Buss | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| D Whittington | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| G Reinmiller | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| E Vasquez | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| M Tran | ||||||
| N/A | Galveston | TX | 77551 | N/A | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 |
| K Abbot | ||||||
| N/A | Galveston | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| R Freed | ||||||
| N/A | Galveston | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| J Girouard | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| H MARTIN | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| A MCCULLOCH | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| L MENNIFEE | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| N MORALES | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| D PUCCETTI | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| S SIMONIN | ||||||
| N/A | GALVESTON | TX | 77551 | COLLEGE SCHOLARSHIPS FOR QUALIFIED RECIPIENTS | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,394 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,796 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,190 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,190 | 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 | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $650 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $16,267 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $108 | Amt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $108 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $108 | DisbursementsCharitablePrpsAmt |