Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
WOOD FAMILY MEMORIAL TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)101 S MAIN ST   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VICTORIA, TX77901
A Employer identification number

74-6307476
B Telephone number (see instructions)

(361) 573-6321
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,644,528J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 20,486 20,486  
4 Dividends and interest from securities...... 37,905 37,905  
5a Gross rents.............. 12,690 12,690  
b Net rental income or (loss) 12,080
6a Net gain or (loss) from sale of assets not on line 10 194,439
b Gross sales price for all assets on line 6a 2,108,706
7 Capital gain net income (from Part IV, line 2)... 194,439
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 265,520 265,520  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,964 16,964    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,182 2,182    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,575 1,575    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 610 610    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,331 21,331   0
25 Contributions, gifts, grants paid........ 191,404 191,404
26 Total expenses and disbursements. Add lines 24 and 25 212,735 21,331   191,404
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,785
b Net investment income (if negative, enter -0-) 244,189
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 32,488 382,696 383,237
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 281,415 Click to see attachment406,415 410,609
b Investments—corporate stock (attach schedule)........ 2,011,906 Click to see attachment1,661,316 1,922,957
c Investments—corporate bonds (attach schedule)........ 285,000 Click to see attachment210,000 209,160
11 Investments—land, buildings, and equipment: basis bullet243,659
Less: accumulated depreciation (attach schedule) bullet   243,659 Click to see attachment243,659 718,560
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5 Click to see attachment5 Click to see attachment5
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,854,473 2,904,091 3,644,528
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 2,854,473 2,904,091
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 2,854,473 2,904,091
31 Total liabilities and net assets/fund balances (see instructions).. 2,854,473 2,904,091
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,854,473
2 Enter amount from Part I, line 27a..................... 2 52,785
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,907,258
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 3,167
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,904,091
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 157.452 SH DODGE & COX INCOME FUND P 2014-03-27 2014-12-26
b GOLDMAN SACHS HI-YIELD CAPITAL GAIN P 2012-06-01 2014-12-12
c 6082 SH DODGE & COX INT'L STOCK P 2015-01-06 2015-11-13
d 300 SH TESORO PETE CORP P 2014-06-13 2015-09-01
e 500 SH METLIFE INC P 2013-03-11 2015-04-02
1833.54 SH AMERICAN CENT HERITAGE P 2013-12-05 2014-12-26
IVY INTL EQUITY CAPITAL GAIN P 2012-06-01 2014-12-15
40 SH DUKE ENERGY CORP NEW P 2014-06-13 2015-04-02
150 SH 3M COMPANY P 2014-03-25 2015-04-02
43672.3 SH OCCIDENTAL PETROLEUM CORP P 2013-09-26 2015-04-02
115.096 SH DELAWARE SMALL CAP VALUE P 2013-12-20 2014-12-26
AMERICAN CENTURY HERITAGE CAP. GAIN P 2012-06-01 2014-12-17
100 SH GLAXO SMITHKLINE PLC ADR P 2014-06-13 2015-04-02
315 SH BED BATH & BEYOND INC P 2013-03-11 2015-04-02
171231 SH OPPENHEIMER DEV MKTS CL Y P 2012-06-28 2015-01-08
360.7SH GOLDMAN SACHS HI-YIELD INSTL P 2013-12-12 2014-12-26
DODGE & COX INCOME FUND CAPITAL GAIN P 2012-06-01 2014-12-22
35287 GOLDMAN SACHS SATELLITE STRTG P 2015-01-06 2015-11-24
135 SH BHP BILLITON LIMITED P 2012-04-12 2015-04-02
700 SH PFIZER INC P 2012-08-23 2015-04-02
671.45 SH IVY INTL CORE EQUITY P 2013-12-16 2014-12-26
DELAWARE SMALL CAP VALUE CAPITAL GN P 2012-06-01 2014-12-23
100 SH MCDONALDS CORPORATION P 2014-06-13 2015-04-02
200 SH CME GROUP INC P 2012-04-12 2015-04-02
345 SH PROCTER & GAMBLE COMPANY P 2010-04-06 2015-04-02
17.311 SH MFS EMERGING MKTS DEBT P 2013-12-10 2014-12-26
ARTISAN SMALL CAP INV CAPITAL GAIN P 2012-06-01 2015-11-23
200 SH T ROWE PRICE GROUP INC P 2015-04-02 2015-09-01
245 SH DIRECTV COM P 2012-04-12 2015-04-02
275 SH QUALCOMM INC P 2011-09-20 2015-09-01
127181 SH AMER CENTURY HERITAGE INV P 2012-06-08 2014-12-26
COVIDIEN PLC MERGER P 2012-04-12 2015-01-28
137.653 SH T ROWE PRICE REAL ESTATE P 2015-11-13 2015-11-24
200 SH DUKE ENERGY CORP NEW P 2013-09-26 2015-04-02
15601.45 SH SIMON PROPERTY GROUP INC P 2013-09-26 2015-05-20
1664.586 SH DELAWARE SMALL CAP VALUE P 2013-05-13 2014-12-26
CASH IN LIEU COVIDIEN P 2012-04-12 2015-02-13
1140.487 SH VANGUARD MID CAP GROWTH P 2015-11-13 2015-07-09
650 SH EMC CORPORATION P 2010-12-20 2015-04-02
165 SH UNITED TECHNOLOGIES CORP P 2009-05-05 2015-09-01
22026.432 SH DODGE & COX INCOME FUND P 2012-06-28 2014-12-26
CASH IN LIEU GOOGLE INC P 2013-12-06 2015-05-08
270.745 SH VANGUARD GLOBAL EQUITY P 2015-11-13 2015-11-13
1200 SH FORD MOTOR COMPANY P 2013-03-11 2015-09-01
280 SH ACCENTURE PLC P 2011-09-20 2015-04-02
16233.8 SH EATON VANCE FLOATING RATE P 2013-05-13 2014-12-26
25592 SH ARTISAN SMALL CAP INVESTOR P 2015-01-06 2015-11-24
325 SH VANGUARD INFORMATION TECH P 2015-04-02 2015-09-01
400 SH GENERAL MILLS INC P 2009-10-09 2015-04-02
17361 SH FEDERATED SHT-TRM INC 65 P 2012-06-28 2014-12-26
90 SH BED BATH & BEYOND INC P 2014-06-13 2015-04-02
8668 SH VANGUARD SMALL CAP INDEX P 2015-07-09 2015-11-13
300 SH GLAXO SMITHKLINE PLC ADR P 2013-03-11 2015-04-02
46621 SH GOLDMAN SACHS HI-YIELD INST P 2012-06-28 2014-12-26
100 SH BHP BILLITON LIMITED P 2014-06-13 2015-04-02
352 SH VICTORY TRIVALENT INTL SM CAP P 2015-11-13 2015-11-13
INTEL CORP 4.00% DUE 12/15/2032 P 2013-01-22 2015-05-19
108449.857 SH IVY INTL CORE EQUITY P 2013-05-13 2014-12-26
787.32 SH CALIFORNIA RESOURCES CORP P 2014-12-05 2015-04-02
285 SH CMWARE INC CL A P 2015-04-02 2015-10-02
250 SH INTL BUSINESS MACHINES P 2007-12-04 2015-04-02
60251.37 SH MFS EMERGING MKTS DEBT P 2013-05-13 2014-12-26
61 SH CHEMOURS CO P 2015-07-01 2015-09-01
.2 SH MEDTRONIC PLC P 2015-01-28 2015-01-30
525 SH JOHNSON CONTROLS INC P 2010-12-20 2015-04-02
OPPENHEIMER DEV MKTS CAPITAL GAIN P 2012-06-01 2014-12-08
150 SH CUMMINS INC P 2015-04-02 2015-09-01
111.138 SH OPPENHEIMER DEV MKTS CL Y P 2013-12-06 2015-01-08
125 SH MCDONALDS CORPORATION P 2012-12-27 2015-04-02
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,163   2,162 1
b 738     738
c 6,082   6,409 -327
d 26,915   17,365 9,550
e 25,526   19,805 5,721
43,620   42,850 770
8,693     8,693
3,076   2,849 227
24,424   20,104 4,320
17,844   21,795 -3,951
6,377   6,276 101
23,593     23,593
4,665   5,457 -792
24,211   19,215 4,996
181,855   167,000 14,855
2,435   2,513 -78
994     994
35,287   35,414 -127
6,141   9,735 -3,594
24,015   16,765 7,250
11,636   11,564 72
3,766     3,766
9,560   10,050 -490
18,599   11,472 7,127
28,414   21,518 6,896
251   251  
10,249     10,249
13,960   16,394 -2,434
21,137   12,110 9,027
15,264   14,757 507
127,181   120,000 7,181
15,317     15,317
4,214   4,342 -128
15,380   13,540 1,840
20,285   15,602 4,683
92,235   80,000 12,235
3     3
28,518   26,779 1,739
16,594   14,852 1,742
14,830   8,544 6,286
302,643   300,000 2,643
8     8
6,520   6,314 206
16,560   15,831 729
26,345   15,504 10,841
144,481   150,000 -5,519
25,592   23,263 2,329
32,635   34,371 -1,736
22,596   12,917 9,679
148,264   150,000 -1,736
6,917   5,414 1,503
8,668   8,404 264
13,995   13,413 582
42,722   45,000 -2,278
4,549   6,691 -2,142
3,961   4,104 -143
72,956   75,000 -2,044
111,859   103,000 8,859
790   787 3
22,535   22,885 -350
40,096   26,751 13,345
54,078   60,000 -5,922
578   792 -214
14   15 -1
26,277   20,701 5,576
3,133     3,133
18,063   20,541 -2,478
3,874   4,066 -192
11,950   11,014 936
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1
b       738
c       -327
d       9,550
e       5,721
      770
      8,693
      227
      4,320
      -3,951
      101
      23,593
      -792
      4,996
      14,855
      -78
      994
      -127
      -3,594
      7,250
      72
      3,766
      -490
      7,127
      6,896
       
      10,249
      -2,434
      9,027
      507
      7,181
      15,317
      -128
      1,840
      4,683
      12,235
      3
      1,739
      1,742
      6,286
      2,643
      8
      206
      729
      10,841
      -5,519
      2,329
      -1,736
      9,679
      -1,736
      1,503
      264
      582
      -2,278
      -2,142
      -143
      -2,044
      8,859
      3
      -350
      13,345
      -5,922
      -214
      -1
      5,576
      3,133
      -2,478
      -192
      936
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 194,439
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 -5,090
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 185,145 3,776,525 0.049025
2012 174,721 3,667,907 0.047635
2011 190,905 3,609,743 0.052886
2010 192,579 3,822,533 0.050380
2009 157,718 3,818,505 0.041304
2 Total of line 1, column (d) ...................... 2 0.241230
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.048246
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,707,577
5 Multiply line 4 by line 3....................... 5 178,876
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,442
7 Add lines 5 and 6......................... 7 181,318
8 Enter qualifying distributions from Part XII, line 4.............. 8 191,404
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,442
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,442
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,442
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,600
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,158
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,158 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPROSPERITY BANK Telephone no.bullet (361) 573-6321
    Located atbullet101 S MAIN STVICTORIATX ZIP+4bullet77901
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PROSPERITY BANK TRUSTEE
    1.00     		16,964 0 0
    101 S MAIN ST
    VICTORIA,TX77901
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,514,106
    b
    Average of monthly cash balances.......................
    1b
    531,368
    c
    Fair market value of all other assets (see instructions)................
    1c
    718,564
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,764,038
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,764,038
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    56,461
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,707,577
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    185,379
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    185,379
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,442
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,442
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    182,937
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    182,937
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    182,937
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    191,404
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    191,404
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    2,442
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    188,962
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 182,937
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 191,404
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 182,937
    e Remaining amount distributed out of corpus 8,467
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,467
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		8,467
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 8,467
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WOOD FAMILY MEMORIAL TRUST
    PROSPERITY BANK 101 S MAIN ST
    VICTORIA,TX77901
    (361) 573-6321
    bThe form in which applications should be submitted and information and materials they should include:
    REQUEST APPLICATION FORM AND QUALIFICATION REQUIREMENTS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    VICTORIA COLLEGE FOUNDATION
    2200 E RED RIVER
    VICTORIA,TX77901     		NONE PC TRAINING EQUIPMENT 25,000
    NAZARETH ACADEMY
    206 W CONVENT ST
    VICTORIA,TX77901     		NONE PC PURCHASE 25 COMPUTERS 10,000
    VICTORIA COLLEGE
    2200 E RED RIVER
    VICTORIA,TX77901     		NONE NC REPLACEMENT MOTORCYCLE 3,500
    YMCA OF THE GOLDEN CRESCENT
    1806 N NIMITZ
    VICTORIA,TX77901     		NONE PC RENOVATION/EXPANSION 20,000
    VICTORIA COUNTY SENIOR CITIZENS
    P O BOX 1433
    VICTORIA,TX77902     		NONE PC FOOD AND FUEL EXPENSES 10,000
    THE RIDING THERAPY CENTER
    PO BOX 462
    NURSERY,TX77976     		NONE PC COVERED ARENA PAVILION 8,000
    THE RIDING THERAPY CENTER
    PO BOX 462
    NURSERY,TX77976     		NONE PC SCHOLARSHIP FUNDS 2,000
    SAN ANTONIO BAY PARTNERSHIP
    405 W POWER AVE
    VICTORIA,TX77901     		NONE PC ENVIRONMENTAL EDUCATION PROGRAM 1,500
    SPECIAL OLYMPICS TEXAS
    1804 RUTHERFORD LN
    AUSTIN,TX78752     		NONE PC TRAINING AND COMPETITION EXPENSES 5,000
    CHILDREN'S DISCOVERY MUSEUM
    PO BOX 3781
    VICTORIA,TX77903     		NONE PC ADDITION OF SPRINKLER SYSTEM 20,000
    DEVEREUX VICTORIA
    PO BOX 2666
    VICTORIA,TX77902     		NONE PC GRANT FOR FOSTER CARE PROJECT 5,000
    GULF BEND CENTER
    6502 NURSERY DR STE 100
    VICTORIA,TX77904     		NONE PC CAPITAL CAMPAIGN 5,000
    VICTORIA COLLEGE
    2200 E RED RIVER
    VICTORIA,TX77901     		NONE NC FUND SCHOLARSHIPS 20,000
    UNIVERSITY OF HOUSTON-VICTORIA
    3007 N BEN WILSON
    VICTORIA,TX77901     		NONE NC CURRENT YEAR SCHOLARSHIPS 10,000
    AFFECTIONATE ARMS
    PO BOX 7604
    VICTORIA,TX77903     		NONE PC SOCIAL & HEALTH CARE FOR ELDERLY 3,500
    BOYS & GIRLS CLUB OF VICTORIA
    PO BOX 2565
    VICTORIA,TX77902     		NONE PC GYMNASIUM RENOVATIONS 5,000
    FOSTER PARENTS OF VICTORIA
    P O BOX 1593
    VICTORIA,TX77902     		NONE PC GENERAL OPERATING FUNDS 3,500
    FRIENDS OF PORT O'CONNOR LIBRARY IN
    PO BOX 497
    PORT OCONNOR,TX77982     		NONE PC CONSTRUCTION OF MEETING/CLASSROOM 2,404
    GOLDEN CRESCENT HABITAT FOR HUMANIT
    PO BOX 1357
    VICTORIA,TX77902     		NONE PC HUGS FALL PROTECTION SYSTEM 5,000
    HOSPICE OF SOUTH TEXAS
    605 E LOCUST AVE
    VICTORIA,TX77901     		NONE PC THEATRE ROOM 10,000
    PERPETUAL HELP HOME-VICTORIA
    P O BOX 4305
    VICTORIA,TX77903     		NONE PC HOUSING PROGRAM OPERATING FUNDS 4,000
    SACRED HEART CATHOLIC SCHOOL
    313 S TEXANA ST
    HALLETTSVILLE,TX77964     		NONE PC STUDENT DESKS & LAPTOP COMPUTERS 3,000
    SOUTH TX ASSESSMENT & REFERRAL SERV
    117 MEDICAL DR STE 4
    VICTORIA,TX77904     		NONE PC HIGH RISK DEVELOPMENTAL PROGRAM 5,000
    VICTORIA ADULT LITERACY COUNCIL
    220 E RED RIVER STE 104
    VICTORIA,TX77901     		NONE PC HIRING FLIP CHILDREN'S TEACHER 2,000
    VICTORIA ART LEAGUE
    PO BOX 5011
    VICTORIA,TX77903     		NONE PC STRUCTURAL REPAIR PLAN 1,000
    VICTORA CHRISTIAN LIFE CENTER
    1604 E CRESTWOOD DR
    VICTORIA,TX77901     		NONE PC OPERATING EXPENSES & PROGRAMS 2,000
    Total .................................bullet 3a 191,404
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 20,486  
    4 Dividends and interest from securities....     14 37,905  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 12,080  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 194,439  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   264,910  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13264,910
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HARRISON, WALDROP & UHEREK, LLP 2,182 2,182    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INTEL CORP 4.0% DUE 12/15/32    
    PEPSICO INC 2.25% DUE 1/7/19 35,000 35,503
    WELLS FARGO CO 3.25% DUE 8/12/23 100,000 99,703
    WELLS FARGO CO 2.5% DUE 6/29/17 75,000 73,954

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFFILIATED MANAGERS GR - 120 SHARES 21,770 21,268
    AKAMAI TECHNOLOGIES INC - 320 SHARES 22,250 18,435
    AMERIPRISE FINL INC - 150 SHARES 19,510 16,942
    APPLE COMPUTER - 310 SHARES 29,840 36,673
    AVAGO TECHNOLOGIES LET - 200 SHARES 24,681 26,090
    BAKER HUGHES - 635 SHARES 13,070 34,334
    BED BATH & BEYOND INC - 315 SHARES    
    BERKSHIRE HATHAWAY INC - 160 SH 16,618 21,454
    BOEING COMPANY - 150 SHARES 19,828 21,817
    CME GROUP - 200 SHARES    
    COSTCO WHOLESALE CORPORATION -190 SH 21,722 30,670
    CELGENE CORPORATION - 260 SHARES 7,167 28,457
    CERNER CORP - 275 SHARES 20,052 16,390
    CHIPOTLE MEXICAN GRILL INC - 25 SH 17,771 14,489
    CHUBB CORP - 270 SHARES 21,842 35,243
    CITIGROUP INC COM NEW - 400 SH 20,496 21,636
    DANAHER CORP - 305 SHARES 11,741 29,399
    DISNEY (WALT) COMPANY HOLDING - 285 12,064 32,339
    THE DIRECTV GROUP - 245 SHARES    
    DOMINION RES INC VA - 250 SHARES 15,956 16,843
    DUPONT E I NEMOURS - 305 SHARES 15,232 20,539
    DUKE ENERGY CORP NEW - 240 SHARES    
    ECOLAB INC - 150 SHARES 17,047 17,874
    EMC CORPORATION - 650 SHARES    
    EOG RESOURCES INC - 200 SHARES 18,509 16,686
    EXPRESS SCRIPTS HLDG CO - 250 SHARES 17,912 21,370
    EXXONMOBIL CORP - 190 SHARES 11,544 15,515
    FACEBOOK - 320 SHARES 26,162 33,357
    FEDEX CORP COM 180 SHARES 16,258 28,537
    FORD MOTOR CREDIT COMPANY-1200 SH    
    GENERAL ELECTRIC COMPANY -1140 SHARE 28,738 34,132
    GENERAL MILLS INC - 400 SHARES    
    GILEAD SCIENCES INC - 175 SHARES 17,300 18,543
    GOOGLE INC CL A - 20 SHARES 5,501 15,257
    GOOGLE INC CL C - 40 SHARES 17,647 29,704
    INTL BUS MACHINES - 250 SH    
    J P MORGAN CHASE & COMPANY - 425 SH 17,438 28,339
    JOHNSON CONTROLS INC - 525 SHARES    
    KROGER CO - 600 SHARES 23,193 22,596
    LOWES COMPANIES INC COM - 300 SHARES 22,499 22,980
    MCDONALDS - 225 SHARES    
    MEDTRONIC PLC - 277 SHARES 20,807 20,869
    METLIFE INC - 500 SHARES    
    MICROSOFT CORP(WASHINGTON)-140 SH 3,917 7,609
    NIKE INC CL B - 170 SHARES 16,961 22,488
    OCCIDENTAL PETROLEUM CORP - 240 SH    
    ORACLE CORPORATION - 1,275 SHARES 26,456 49,687
    PNC FINANCIAL SRVICES GRP INC-285 SH 17,964 27,220
    PEPSICO INC - 280 SHARES 9,456 28,045
    PFIZER INC - 700 SHARES    
    PROCTER & GAMBLE CO - 345 SHARES    
    QUALCOMM INCORPORATED - 275 SHARES    
    SALESFORCE.COM INC - 300 SHARES 20,049 23,907
    SCHLUMBERGER LTD - 225 SHARES 24,324 17,359
    SIMON PROPERTY GROUP - 110 SHARES    
    STARBUCKS CORPORATION - 400 SHARES 18,910 24,556
    TESORO PETE CORP - 300 SHARES    
    THERMO FISHER - 220 SHARES 14,230 30,448
    THE PRICELINE GROUP INC - 15 SHARES 17,419 18,733
    TJX COMPANIES INC - 275 SHARES 19,109 19,415
    UNION PACIFIC CORP - 180 SHARES 14,236 15,111
    UNITED TECHNOLOGIES CORP - 165 SH    
    UNITED HEALTH GROUP - 300 SHARES 16,266 33,813
    VERIZON COMMUNICATIONS - 446 SH 19,335 20,271
    VISA INC - 350 SHARES 22,893 27,654
    WALGREEN BOOTS ALLIANCE INC - 260 SH 22,349 21,848
    WELLS FARGO & COMPANY - 400 SHARES 21,735 22,040
    3M COMPANY - 150 SHARES    
    COVIDIEN PLC - 290 SHARES    
    BHP BILLITON LIMITED - 235 SHARES    
    GLAXOSMITHKLINE PLC - 400 SHARES    
    ACCENTURE PLC - ADR- 280 SHARES    
    AMERICAN CENTURY HERITAGE INV    
    ARTISAN SMALL CAP INVESTOR 120,186 114,363
    DELAWARE SMALL CAP VALUE    
    IVY INTL CORE EQUITY    
    OPPENHEIMER DEV MKTS Y.    
    DODGE & COX INCOME 96,737 88,765
    EATON VANCE FLOATING RATE    
    FEDERATED S-T INCOME 65    
    GOLDMAN SACHS HI-YIELD INSTL    
    GOLDMAN SACHS SATELLITE STRATEGIES 97,786 92,723
    MFS EMERGING MKTS DEBT    
    T ROWE PRICE REAL ESTATE 63,331 62,033
    V/G GLOBAL EQUITY FUND 129 94,612 95,531
    V/G MID CAP GROWTH 173,221 174,770
    V/G SMALL CAP INDEX - ADM CL 58,396 57,588
    VICTORY TRIVALENT INTL SMALL CAP I 59,273 58,203

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    US Government Securities - End of Year Book Value:

    366,415
    US Government Securities - End of Year Fair Market Value:

    369,529
    State & Local Government Securities - End of Year Book Value:


    40,000
    State & Local Government Securities - End of Year Fair Market Value:


    41,080


    TY 2014 InvestmentsLandSchedule2
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 243,659   243,659 718,560

    TY 2014 OtherAssetsSchedule
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERALS 5 5 5


    TY 2014 OtherDecreasesSchedule
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RENT 1        
    RENTAL EXPENSES 610 610    


    TY 2014 TaxesSchedule
    Name:
    WOOD FAMILY MEMORIAL TRUST
    EIN: 74-6307476
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AD VALOREM TAXES 1,575 1,575