2023-03-29T14:55:52-05:00 2022-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990PF 2022-01-01 201349638 FM AND GLORIA YOUNG FAMILY FOUNDATION FMAN 2547729367 3025 MT CARMEL DR WACO TX 76710 GLORIA YOUNG PRESIDENT/SECRETARY/DIRECTOR 2547729367 2023-03-23 1 GLORIA YOUNG 999009999 1 TODD E CLEMMER P00258953 2547764190 2023-03-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1139732 X X 36329 36329 -33127 1186028 0 3202 36329 0 0 0 312 0 0 450 0 0 3234 3234 0 2415 361 0 6411 3595 0 5100 5100 11511 3595 5100 -8309 32734 9276 17120 17120 910065 881332 835587 319868 332448 287025 1239209 1230900 1139732 0 0 X 1239209 1230900 1239209 1230900 1239209 1230900 1239209 -8309 0 1230900 0 1230900 HARBOR INTERNATIONAL INSTITUTIONAL: P 2021-12-20 2022-03-08 544 543 1 1 ISHARES CORE HIGH P 2022-06-13 2022-08-09 12294 12230 64 64 ISHARES CORE HIGH P 2022-07-13 2022-08-09 8196 8000 196 196 ISHARES CORE HIGH P 2022-07-13 2022-09-08 55442 54500 942 942 ISHARES CORE HIGH P 2022-10-12 2022-12-08 7912 7058 854 854 ISHARES MSCI EAFE P 2022-06-13 2022-07-13 35878 37808 -1930 -1930 ISHARES MSCI EAFE P 2022-02-02 2022-03-08 34881 39547 -4666 -4666 ISHARES MSCI INTL P 2021-05-05 2022-04-18 8889 9219 -330 -330 ISHARES MSCI INTL P 2021-06-17 2022-04-18 15024 15852 -828 -828 ISHARES MSCI JAPAN P 2022-10-12 2022-11-07 11783 11247 536 536 ISHARES MSCI USA P 2022-02-02 2022-04-18 52917 55503 -2586 -2586 ISHARES RUSSELL 2000 P 2022-08-09 2022-10-12 10457 11684 -1227 -1227 SPDR S&P 500 P 2022-03-08 2022-07-13 27747 29876 -2129 -2129 SPDR S&P 500 P 2022-04-18 2022-07-13 3964 4452 -488 -488 SPDR S&P 500 P 2022-04-18 2022-08-09 22465 24263 -1798 -1798 SPDR S&P 500 P 2022-05-10 2022-08-09 50906 52697 -1791 -1791 VANGUARD EMERGING MKTS P 2022-07-13 364 440 -76 -76 VANGUARD GROWTH ETF: P 2022-08-09 2022-10-12 8467 10120 -1653 -1653 VANGUARD GROWTH ETF: P 2022-08-09 2022-11-07 8526 10120 -1594 -1594 VANGUARD GROWTH INDEX P 2021-07-20 2022-01-11 45000 43164 1836 1836 VANGUARD GROWTH INDEX P 2021-07-20 2022-02-02 50000 49950 50 50 VANGUARD GROWTH INDEX P 2022-04-18 40000 43703 -3703 -3703 VANGUARD GROWTH INDEX P 2022-06-13 12886 17420 -4534 -4534 VANGUARD S&P 500 P 2021-08-23 2022-05-10 4808 5350 -542 -542 VANGUARD S&P 500 P 2021-08-23 2022-06-13 37199 44031 -6832 -6832 VANGUARD S&P 500 P 2022-04-18 2022-10-12 39558 48271 -8713 -8713 VANGUARD S&P 500 P 2022-04-18 2022-12-08 1823 2011 -188 -188 VANGUARD S&P 500 P 2022-07-13 2022-12-08 36459 35069 1390 1390 VANGUARD S&P 500 P 2022-08-09 2022-12-08 41928 43430 -1502 -1502 DODGE & COX P 2016-03-23 2022-01-11 4000 2762 1238 1238 HARBOR INTERNATIONAL INSTITUTIONAL: P 2020-12-22 2022-01-11 5000 4236 764 764 HARBOR INTERNATIONAL INSTITUTIONAL: P 2020-12-22 2022-03-08 20137 20118 19 19 SANDS CAPITAL GLOBAL P 2020-07-15 2022-03-08 25000 31500 -6500 -6500 SPDR BLMRG SHR P 2020-11-25 2022-02-28 209349 210456 -1107 -1107 SPDR S&P 500 P 2021-03-30 2022-07-13 9217 9513 -296 -296 SPDR S&P 500 P 2021-05-05 2022-07-13 8296 8971 -675 -675 SPDR S&P 500 P 2021-05-05 2022-09-08 14599 15151 -552 -552 SPDR S&P 500 P 2021-05-05 2022-10-12 15750 17942 -2192 -2192 SPDR S&P 500 P 2021-05-05 2022-11-07 7504 7775 -271 -271 SPDR S&P 500 P 2021-06-17 2022-11-07 24819 25421 -602 -602 VANGUARD EMERGING MKTS P 2022-07-13 12514 15129 -2615 -2615 VANGUARD INTERNATIONAL GROWTH P 2022-11-07 15000 15523 -523 -523 VANGUARD S&P 500 P 2020-12-22 2022-01-11 5607 4389 1218 1218 VANGUARD S&P 500 P 2020-12-22 2022-02-02 46313 37134 9179 9179 VANGUARD S&P 500 P 2020-12-22 2022-05-10 30327 27682 2645 2645 VANGUARD S&P 500 P 2021-02-01 2022-05-10 18492 17320 1172 1172 VANGUARD S&P 500 P 2021-08-23 2022-10-12 16483 20575 -4092 -4092 CAPITAL GAINS DIVIDENDS P 11304 11304 11304 -33127 455 0 455 0 455 2440 0 0 0 2440 0 1985 480 1505 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A GLORIA YOUNG 2547729367 3025 MOUNT CARMEL DRIVE WACO TX 76710 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1215010 13946 0 1228956 0 0 1228956 18434 1210522 60526 60526 455 455 60071 0 60071 0 60071 5100 0 5100 60071 0 0 53206 58754 111960 5100 0 0 0 5100 0 54971 54971 56989 0 0 0 0 0 0 0 56989 56989 GLORIA YOUNG X FUZZY FRIENDS RESCUE 6321 AIRPORT ROAD WACO TX 76708 NONE 501(C)(3) ANIMAL RESCUE 5000 BAYLOR UNIVERSITY ONE BEAR PLACE 97050 WACO TX 76798 NONE 501(C)(3) DAVID M. GUINN "THE GODFATHER" ENDOWED SCHOLARSHIP FUND IN LAW 100 5100 0 14 36329 18 -33127 0 3202 0 3202 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 450 0 0 DODGE & COX INCOME FUND 174730 151175 PIMCO INCOME INST 157718 135850 DODGE & COX GLOBAL 132393 136715 SANDS CAPITAL GLOBAL 82139 52609 VANGUARD INTL GROWTH FD 72776 70271 SPDR S&P 500 VALUE ETF 98183 90614 VANGUARD GROWTH INDEX 16994 15810 ISHARES CORE HIGH 38164 38569 ISHARES MSCI EAFE VALUE 27750 27528 SPDR BLACKSTONE SENIOR 205338 186095 VANGUARD FTSE DEVELOPED 60228 58758 VANGUARD VALUE ETF 147367 158618 LEGAL FEES 312 0 0 INVESTMENT FEES 3234 3234 0 TAX PAYMENTS 0 0 0 ESTIMATED TAX PAYEMENTS 2054 0 0 FOREIGN TAXES 361 361 0