F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-03
- IRS object ID
- 202500939349100815
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-03T13:33:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742533381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYNES REITMEIER BOYD & THERRELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 BOSQUE BLVD STE 600 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767104459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201349638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FM AND GLORIA YOUNG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FMAN | BusinessNameControlTxt |
| Phone | 2547729367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 MT CARMEL DR | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA YOUNG | PersonNm |
| Person Title | PRESIDENT/SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 2547729367 | PhoneNum |
| Signature | 2025-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD E CLEMMER | PreparerPersonNm |
| PTIN | P00258953 | PTIN |
| Phone | 2547764190 | PhoneNum |
| Preparation | 2025-03-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,372,981 | 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 | $39,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $248 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $247 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,513 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $653 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,414 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,414 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,800 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $829,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $844,247 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $994,076 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $394,810 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $414,284 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $374,106 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,235,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,263,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,372,981 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,235,801 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,263,330 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,235,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,235,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,263,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,235,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,263,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD SMALL CAP ETF IV: VB | P | 2023-03-08 | 2024-01-18 | $46,120 | $43,993 | $2,127 | $2,127 |
| VANGUARD VALUE ETF: VTV | P | 2023-03-08 | 2024-01-18 | $49,441 | $46,454 | $2,987 | $2,987 |
| VANGUARD VALUE ETF: VTV | P | 2022-10-12 | 2024-01-18 | $33,944 | $28,858 | $5,086 | $5,086 |
| VANGUARD GROWTH ETF: VUG | P | 2023-01-11 | 2024-02-13 | $36,453 | $24,301 | $12,152 | $12,152 |
| SANDS CAPITAL GLOBAL GROWTH INST: SCMGX | P | 2024-04-19 | $15,000 | $17,297 | -$2,297 | -$2,297 | |
| SANDS CAPITAL GLOBAL GROWTH INST: SCMGX | P | 2021-12-22 | 2024-05-07 | $8,015 | $8,859 | -$844 | -$844 |
| DODGE & COX GLOBAL STOCK I : DODWX | P | 2016-03-23 | 2024-05-08 | $15,000 | $11,588 | $3,412 | $3,412 |
| VANGUARD FTSE DEVELOPED MARKETS ETF: VEA | P | 2022-12-08 | 2024-07-08 | $17,505 | $14,971 | $2,534 | $2,534 |
| VANGUARD GROWTH ETF: VUG | P | 2024-12-16 | $4,236 | $2,274 | $1,962 | $1,962 | |
| CAPITAL GAINS DIVIDENDS | P | $23,516 | $23,516 | $23,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,635 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,187 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,187 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $707 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GLORIA YOUNG | IndividualWithBooksNm |
| Phone | 2547729367 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 MOUNT CARMEL DRIVE | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GLORIA YOUNG | ||||||||
| 3025 MT CARMEL | WACO | TX | 76710 | PRESIDENT/SECRETARY/DIRECT | 0.00 | $0 | $0 | $0 |
| DAVIS YOUNG | ||||||||
| 5204 WHISTLING STRAITS | COLLEGE STATION | TX | 77845 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MELANIE SHEEDY | ||||||||
| 108 CREEK RIDGE | WACO | TX | 76708 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KIMBERLY JUNG | ||||||||
| 6130 MT SELMA | WACO | TX | 76710 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN ABPLANALP | ||||||||
| 1722 CAMP CRAFT ROAD | AUSTIN | TX | 78746 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,345,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,365,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,365,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,345,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,187 | TotalTaxAmt |
| Distributable Before Adj | $66,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,883 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,883 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,742 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,742 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,926 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLORIA YOUNG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FAMILY ABUSE CENTER | |||||||
| PO BOX 20395 | WACO | TX | 76702 | NONE | 501(C)(3) | WACO FOUNDATION ENDOWMENT | $300 |
| ST LOUIS CATHOLIC CHURCH | |||||||
| 2001 N 25TH ST | WACO | TX | 76708 | NONE | 501(C)(3) | PASTOR'S WISHLIST | $10,000 |
| EAGLE'S WINGS RETREAT CENTER | |||||||
| PO BOX 248 | BURNET | TX | 78611 | NONE | 501(C)(3) | LEGACY FUND | $20,000 |
| THE SALVATION ARMY WACOMCLENNAN COUNTY | |||||||
| 4721 WEST WACO DRIVE | WACO | TX | 76703 | NONE | 501(C)(3) | COMMUNITY DEVELOPMENT | $10,000 |
| ASCENSION PROVIDENCE FOUNDATION | |||||||
| 6901 MEDICAL PARKWAY | WACO | TX | 76712 | NONE | 501(C)(3) | PROVIDENCE FOUNDATION | $4,536 |
| TALITHA KOUM | |||||||
| 1311 CLAY AVENUE | WACO | TX | 76706 | NONE | 501(C)(3) | CHILDREN'S BRAIN DEVELOPMENT | $5,000 |
| FRIENDS FOR LIFE | |||||||
| 5000 LAKEWOOD DR | WACO | TX | 76702 | NONE | 501(C)(3) | SENIORS AND ADULTS WITH DISABILITIES | $5,000 |
| SHRINERS CHILDREN'S HOSPITAL | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | 501(C)(3) | PEDIATRIC SPECIALTY CARE | $1,100 |
| COLEL CHABAD | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | 501(C)(3) | ISRAELI SOCIAL SERVICE AGENCY | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHILDREN'S HOSPITAL | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,636 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,635 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $89,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,810 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $545 | Amt |
| Net Investment Income | $248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $247 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $187,739 | $166,494 |
| PIMCO INCOME INST | $226,545 | $207,612 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX GLOBAL | $143,231 | $157,967 |
| VANGUARD FTSE DEVELOPED | $28,048 | $31,179 |
| VANGUARD INTL GROWTH FD | $82,195 | $88,328 |
| VANGUARD VALUE ETF | $59,905 | $69,413 |
| VANGUARD FTSE EMERGING | $19,023 | $20,919 |
| VANGUARD FTSE PACIFIC | $41,817 | $44,045 |
| VANGUARD GROWTH ETF | $127,724 | $186,750 |
| VANGUARD S&P 500 ETF | $122,461 | $164,876 |
| BAIRD CORE PLUS BOND INS | $150,509 | $149,949 |
| ISHARES RUSSELL 2000 | $69,334 | $80,650 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,513 | Amt |
| Net Investment Income | $3,513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $653 | $653 | $0 |
| ESTIMATED TAX PAYEMENTS | $470 | $0 | $0 |
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