F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-29
- IRS object ID
- 202340889349100524
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-29T14:55:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GLORIA | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-03-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,139,732 | 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 | $36,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,186,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,329 | 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 |
| Legal Fees Rev And Expnss | $312 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,234 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $361 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,120 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $910,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $881,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $835,587 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $319,868 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $332,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $287,025 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,239,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,230,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,139,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,239,209 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,230,900 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,239,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,230,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,239,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,230,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,239,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,230,900 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,230,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HARBOR INTERNATIONAL INSTITUTIONAL: | P | 2021-12-20 | 2022-03-08 | $544 | $543 | $1 | $1 |
| ISHARES CORE HIGH | P | 2022-06-13 | 2022-08-09 | $12,294 | $12,230 | $64 | $64 |
| ISHARES CORE HIGH | P | 2022-07-13 | 2022-08-09 | $8,196 | $8,000 | $196 | $196 |
| ISHARES CORE HIGH | P | 2022-07-13 | 2022-09-08 | $55,442 | $54,500 | $942 | $942 |
| ISHARES CORE HIGH | P | 2022-10-12 | 2022-12-08 | $7,912 | $7,058 | $854 | $854 |
| ISHARES MSCI EAFE | P | 2022-06-13 | 2022-07-13 | $35,878 | $37,808 | -$1,930 | -$1,930 |
| ISHARES MSCI EAFE | P | 2022-02-02 | 2022-03-08 | $34,881 | $39,547 | -$4,666 | -$4,666 |
| ISHARES MSCI INTL | P | 2021-05-05 | 2022-04-18 | $8,889 | $9,219 | -$330 | -$330 |
| ISHARES MSCI INTL | P | 2021-06-17 | 2022-04-18 | $15,024 | $15,852 | -$828 | -$828 |
| ISHARES MSCI JAPAN | P | 2022-10-12 | 2022-11-07 | $11,783 | $11,247 | $536 | $536 |
| ISHARES MSCI USA | P | 2022-02-02 | 2022-04-18 | $52,917 | $55,503 | -$2,586 | -$2,586 |
| ISHARES RUSSELL 2000 | P | 2022-08-09 | 2022-10-12 | $10,457 | $11,684 | -$1,227 | -$1,227 |
| SPDR S&P 500 | P | 2022-03-08 | 2022-07-13 | $27,747 | $29,876 | -$2,129 | -$2,129 |
| SPDR S&P 500 | P | 2022-04-18 | 2022-07-13 | $3,964 | $4,452 | -$488 | -$488 |
| SPDR S&P 500 | P | 2022-04-18 | 2022-08-09 | $22,465 | $24,263 | -$1,798 | -$1,798 |
| SPDR S&P 500 | P | 2022-05-10 | 2022-08-09 | $50,906 | $52,697 | -$1,791 | -$1,791 |
| VANGUARD EMERGING MKTS | P | 2022-07-13 | $364 | $440 | -$76 | -$76 | |
| VANGUARD GROWTH ETF: | P | 2022-08-09 | 2022-10-12 | $8,467 | $10,120 | -$1,653 | -$1,653 |
| VANGUARD GROWTH ETF: | P | 2022-08-09 | 2022-11-07 | $8,526 | $10,120 | -$1,594 | -$1,594 |
| VANGUARD GROWTH INDEX | P | 2021-07-20 | 2022-01-11 | $45,000 | $43,164 | $1,836 | $1,836 |
| VANGUARD GROWTH INDEX | P | 2021-07-20 | 2022-02-02 | $50,000 | $49,950 | $50 | $50 |
| VANGUARD GROWTH INDEX | P | 2022-04-18 | $40,000 | $43,703 | -$3,703 | -$3,703 | |
| VANGUARD GROWTH INDEX | P | 2022-06-13 | $12,886 | $17,420 | -$4,534 | -$4,534 | |
| VANGUARD S&P 500 | P | 2021-08-23 | 2022-05-10 | $4,808 | $5,350 | -$542 | -$542 |
| VANGUARD S&P 500 | P | 2021-08-23 | 2022-06-13 | $37,199 | $44,031 | -$6,832 | -$6,832 |
| VANGUARD S&P 500 | P | 2022-04-18 | 2022-10-12 | $39,558 | $48,271 | -$8,713 | -$8,713 |
| VANGUARD S&P 500 | P | 2022-04-18 | 2022-12-08 | $1,823 | $2,011 | -$188 | -$188 |
| VANGUARD S&P 500 | P | 2022-07-13 | 2022-12-08 | $36,459 | $35,069 | $1,390 | $1,390 |
| VANGUARD S&P 500 | P | 2022-08-09 | 2022-12-08 | $41,928 | $43,430 | -$1,502 | -$1,502 |
| DODGE & COX | P | 2016-03-23 | 2022-01-11 | $4,000 | $2,762 | $1,238 | $1,238 |
| HARBOR INTERNATIONAL INSTITUTIONAL: | P | 2020-12-22 | 2022-01-11 | $5,000 | $4,236 | $764 | $764 |
| HARBOR INTERNATIONAL INSTITUTIONAL: | P | 2020-12-22 | 2022-03-08 | $20,137 | $20,118 | $19 | $19 |
| SANDS CAPITAL GLOBAL | P | 2020-07-15 | 2022-03-08 | $25,000 | $31,500 | -$6,500 | -$6,500 |
| SPDR BLMRG SHR | P | 2020-11-25 | 2022-02-28 | $209,349 | $210,456 | -$1,107 | -$1,107 |
| SPDR S&P 500 | P | 2021-03-30 | 2022-07-13 | $9,217 | $9,513 | -$296 | -$296 |
| SPDR S&P 500 | P | 2021-05-05 | 2022-07-13 | $8,296 | $8,971 | -$675 | -$675 |
| SPDR S&P 500 | P | 2021-05-05 | 2022-09-08 | $14,599 | $15,151 | -$552 | -$552 |
| SPDR S&P 500 | P | 2021-05-05 | 2022-10-12 | $15,750 | $17,942 | -$2,192 | -$2,192 |
| SPDR S&P 500 | P | 2021-05-05 | 2022-11-07 | $7,504 | $7,775 | -$271 | -$271 |
| SPDR S&P 500 | P | 2021-06-17 | 2022-11-07 | $24,819 | $25,421 | -$602 | -$602 |
| VANGUARD EMERGING MKTS | P | 2022-07-13 | $12,514 | $15,129 | -$2,615 | -$2,615 | |
| VANGUARD INTERNATIONAL GROWTH | P | 2022-11-07 | $15,000 | $15,523 | -$523 | -$523 | |
| VANGUARD S&P 500 | P | 2020-12-22 | 2022-01-11 | $5,607 | $4,389 | $1,218 | $1,218 |
| VANGUARD S&P 500 | P | 2020-12-22 | 2022-02-02 | $46,313 | $37,134 | $9,179 | $9,179 |
| VANGUARD S&P 500 | P | 2020-12-22 | 2022-05-10 | $30,327 | $27,682 | $2,645 | $2,645 |
| VANGUARD S&P 500 | P | 2021-02-01 | 2022-05-10 | $18,492 | $17,320 | $1,172 | $1,172 |
| VANGUARD S&P 500 | P | 2021-08-23 | 2022-10-12 | $16,483 | $20,575 | -$4,092 | -$4,092 |
| CAPITAL GAINS DIVIDENDS | P | $11,304 | $11,304 | $11,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,127 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $455 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $455 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,440 | 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 | $2,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,985 | OverpaymentAmt |
| Applied To ES Tax | $480 | AppliedToESTaxAmt |
| Refund | $1,505 | RefundAmt |
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 | $1,215,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,228,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,228,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,210,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $455 | TotalTaxAmt |
| Distributable Before Adj | $60,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $53,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $54,971 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $54,971 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,989 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $56,989 | ExcessFromYear1Amt |
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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FUZZY FRIENDS RESCUE | |||||||
| 6321 AIRPORT ROAD | WACO | TX | 76708 | NONE | 501(C)(3) | ANIMAL RESCUE | $5,000 |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE 97050 | WACO | TX | 76798 | NONE | 501(C)(3) | DAVID M. GUINN "THE GODFATHER" ENDOWED SCHOLARSHIP FUND IN LAW | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,100 | 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 | $36,329 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,202 | 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 | $450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $174,730 | $151,175 |
| PIMCO INCOME INST | $157,718 | $135,850 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX GLOBAL | $132,393 | $136,715 |
| SANDS CAPITAL GLOBAL | $82,139 | $52,609 |
| VANGUARD INTL GROWTH FD | $72,776 | $70,271 |
| SPDR S&P 500 VALUE ETF | $98,183 | $90,614 |
| VANGUARD GROWTH INDEX | $16,994 | $15,810 |
| ISHARES CORE HIGH | $38,164 | $38,569 |
| ISHARES MSCI EAFE VALUE | $27,750 | $27,528 |
| SPDR BLACKSTONE SENIOR | $205,338 | $186,095 |
| VANGUARD FTSE DEVELOPED | $60,228 | $58,758 |
| VANGUARD VALUE ETF | $147,367 | $158,618 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $312 | LegalFeesAmt |
| 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 | $3,234 | Amt |
| Net Investment Income | $3,234 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PAYMENTS | $0 | $0 | $0 |
| ESTIMATED TAX PAYEMENTS | $2,054 | $0 | $0 |
| FOREIGN TAXES | $361 | $361 | $0 |
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