CHARLES MEYER TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES MEYER TRUST (EIN 74-6035534)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-11-11
- IRS object ID
- 201423159349100732
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T13:16:39-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1 |
| City | TEXAS CITY | City |
| State | TX | State |
| ZIP Code | 775923075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746035534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES MEYER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 179 | AddressLine1 |
| City | GALVESTON | City |
| State | TX | State |
| ZIP Code | 77553 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET BERT0LINO | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Signature | 2014-10-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL A OSTEEN | PreparerPersonNm |
| PTIN | P01343997 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2014-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $526,975 | 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 | $9,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,633 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,633 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,100 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,633 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $221 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,883 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,883 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,633 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,116 | CashBOYAmt |
| Cash EOY | $20,870 | CashEOYAmt |
| Cash EOYFMV | $20,870 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $409 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $409 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $409 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $392,294 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $362,736 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,696 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $395,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $384,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $526,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $73,290 | CapitalStockBOYAmt |
| Capital Stock EOY | $73,290 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $34,317 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $34,317 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $288,212 | RetainedEarningBOYAmt |
| Retained Earning EOY | $276,408 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $395,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $384,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $395,819 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $384,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $395,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,804 | ExcessRevenueOverExpensesAmt |
| Subtotal | $384,015 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $384,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1885.014UTS FROST KEMPNER | P | 1995-06-30 | 2013-06-18 | $20,000 | $17,190 | $2,810 | $2,810 |
| 1563.858 UTS FROST KEMPNER | P | 1973-06-30 | 2014-05-20 | $18,000 | $12,364 | $5,636 | $5,636 |
| LTCG FROST | P | 2012-12-01 | 2013-12-13 | $8,021 | $8,021 | $8,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $465,654 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048104 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $444,225 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072823 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $468,737 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058156 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,452 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $454,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,301 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $441,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066351 | DistributionYr5Rt |
| Total Distribution | 0.314686 | TotalDistributionRt |
| Average Distribution | 0.062937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $510,496 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $188 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,317 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $376 | SubtotalAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $376 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | FROST NATIONAL BANK | IndividualWithBooksNm |
| Phone | 4097631151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET | AddressLine1 |
| City | GALVESTON | City |
| State | TX | State |
| ZIP Code | 77550 | ZIPCode |
| 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FROST NATIONAL BANK | ||||||||
| PO BOX 179 | GALVESTON | TX | 77553 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| FREDDIE MEIER FROST NAT'L BANK | ||||||||
| PO BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JANET BERTOLINO TRUST OFFICER | ||||||||
| PO BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| RABBI TEMPLE B'NAI ISRAEL | ||||||||
| 3008 O | GALVESTON | TX | 77550 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ONLY ACTIVITY OF THIS ORGANIZATION IS DIRECT CHARITABLE DONATIONS TO UNDERPRIVILEDGED JEWISH PEOPLE WHO ARE RESIDENTS OF GALVESTON, TEXAS. THIRTEEN INDIVIDUALS WERE GIVEN 31,650. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $501,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $518,270 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $518,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $510,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $376 | TotalTaxAmt |
| Distributable Before Adj | $25,149 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,149 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,149 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $30,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,149 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,611 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,903 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,239 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $30,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,400 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,251 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,844 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,611 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,840 | ExcessFromYear4Amt |
| Excess From Year3 | $3,903 | ExcessFromYear3Amt |
| Excess From Year2 | $10,239 | ExcessFromYear2Amt |
| Excess From Current Year | $5,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RABBITEMPLE B' NAI ISRAEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3008 AVENUE O | AddressLine1 |
| City | GALVESTON | City |
| State | TX | State |
| ZIP Code | 77550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097655796 | RecipientPhoneNum |
| Form And Info And Materials | PERSONAL CORRESPONDENCE INDICATION OF JEWISH FAITH, RESIDENCE & NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | UNDERPRIVILEDGED JEWISH PEOPLE WHO ARE RESIDENCE OF GALVESTON, TEXAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| W ZEEYAN | |||||||
| PO BOX 179 | GALVESTON | TX | 77553 | NONE | QUAL | CHARITABLE | $2,450 |
| FKOTIN | |||||||
| PO BOX 179 | GALVESTON | TX | 77553 | NONE | QUAL | CHARITABLE | $8,750 |
| N LEVY | |||||||
| PO BOX 179 | GALVESTON | TX | 77553 | NONE | QUAL | CHARITABLE | $11,750 |
| M BLAKE | |||||||
| PO BOX 179 | GALVESTON | TX | 77553 | NONE | QUAL | CHARITABLE | $2,450 |
| RAPPAPORT | |||||||
| PO BOX 179 | GALVESTON | TX | 77553 | NONE | QUAL | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,633 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,100 | 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) |
|---|---|---|
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| FROST NATIONAL BANK |
| FREDDIE MEIER FROST NAT'L BANK |
| JANET BERTOLINO TRUST OFFICER |
| RABBI TEMPLE B'NAI ISRAEL |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $362,736 | EOYBookValueAmt |
| EOYFMV | $505,696 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| TRUSTEE FEES | $5,883 | $5,883 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $221 | Amt |