F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-05
- IRS object ID
- 202230959349100228
- Schema version
- 2021v4.2
- 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 | 2022-04-05T13:03:14-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-03-25 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD E CLEMMER | PreparerPersonNm |
| PTIN | P00258953 | PTIN |
| Phone | 2547764190 | PhoneNum |
| Preparation | 2022-03-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,365,823 | 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 | $29,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $811,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,931 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $177,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,384 | 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 | $338 | 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 | $3,373 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,373 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,276 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $876,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $910,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,039,572 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $308,086 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $319,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $316,975 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,196,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,239,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,365,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,196,532 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,239,209 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,196,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,239,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,196,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,239,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,196,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,239,209 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,239,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DODGE & COX INCOME | P | 2021-02-26 | $45,000 | $44,103 | $897 | $897 | |
| PRIMECAP ODYSSEY STOCK | P | 2021-07-20 | $73,237 | $39,650 | $33,587 | $33,587 | |
| SANDS CAPITAL GLOBAL GROWTH | P | 2021-11-16 | $20,000 | $13,680 | $6,320 | $6,320 | 2020-07-15 |
| VANGUARD EMERGING MARKETS | P | 2021-03-30 | $33,000 | $31,003 | $1,997 | $1,997 | 2019-06-24 |
| VANGUARD EMERGING MARKETS | P | 2021-05-05 | $17,361 | $16,105 | $1,256 | $1,256 | |
| VANGUARD INTERNATIONAL GROWTH | P | 2021-03-11 | $15,000 | $7,804 | $7,196 | $7,196 | 2018-01-31 |
| VANGUARD EMERGING MARKETS | P | 2021-11-16 | $10,000 | $5,032 | $4,968 | $4,968 | |
| HARBOR INTERNATIONAL INSTITUTIONAL | P | 2021-02-12 | $45,000 | $39,241 | $5,759 | $5,759 | |
| ISHARES MSCI INTL VALUE | P | 2021-11-16 | $20,251 | $20,127 | $124 | $124 | 2021-05-05 |
| ISHARES MSCI INTL VALUE | P | 2021-07-20 | $13,033 | $13,504 | -$471 | -$471 | 2021-05-05 |
| ISHARES RUSSELL 2000 | P | 2021-05-05 | $94,989 | $78,014 | $16,975 | $16,975 | 2020-11-25 |
| ISHARES RUSSELL 2000 | P | 2021-05-05 | $26,820 | $23,629 | $3,191 | $3,191 | 2020-12-22 |
| ISHARES RUSSELL 2000 | P | 2021-05-05 | $12,293 | $11,586 | $707 | $707 | 2021-02-01 |
| ISHARES RUSSELL 2000 | P | 2021-06-17 | $10,213 | $9,479 | $734 | $734 | 2021-02-01 |
| ISHARES RUSSELL 2000 | P | 2021-06-17 | $18,156 | $17,515 | $641 | $641 | 2021-02-26 |
| ISHARES RUSSELL 2000 | P | 2021-06-17 | $13,617 | $13,904 | -$287 | -$287 | 2021-03-11 |
| ISHARES RUSSELL 2000 | P | 2021-07-20 | $9,470 | $9,879 | -$409 | -$409 | 2021-05-05 |
| ISHARES RUSSELL 2000 | P | 2021-08-23 | $54,444 | $55,982 | -$1,538 | -$1,538 | 2021-05-05 |
| PRIMECAP ODYSSEY STOCK | P | 2021-07-20 | $5,815 | $3,148 | $2,667 | $2,667 | |
| SPDR S&P 500 VALUE ETF | P | 2021-08-23 | $51,484 | $48,514 | $2,970 | $2,970 | 2021-03-30 |
| VANGUARD EMERGING MARKETS | P | 2021-05-05 | $7,636 | $7,081 | $555 | $555 | |
| VANGUARD EMERGING MARKETS | P | 2021-07-20 | $20,000 | $18,603 | $1,397 | $1,397 | |
| VANGUARD EMERGING MARKETS | P | 2021-08-23 | $20,000 | $19,496 | $504 | $504 | 2021-02-12 |
| VANGUARD GROWTH INDEX ADMIRAL | P | 2021-11-16 | $20,000 | $18,286 | $1,714 | $1,714 | 2021-07-20 |
| VANGUARD MEGA CAP GROWTH | P | 2021-02-01 | $8,276 | $5,608 | $2,668 | $2,668 | 2020-04-22 |
| VANGUARD MEGA CAP GROWTH | P | 2021-02-01 | $33,103 | $27,345 | $5,758 | $5,758 | 2020-07-15 |
| VANGUARD MEGA CAP GROWTH | P | 2021-02-26 | $10,168 | $8,545 | $1,623 | $1,623 | 2020-07-15 |
| VANGUARD MEGA CAP GROWTH | P | 2021-02-26 | $5,084 | $4,877 | $207 | $207 | 2020-11-25 |
| VANGUARD MEGA CAP GROWTH | P | 2021-03-30 | $25,488 | $24,385 | $1,103 | $1,103 | 2020-11-25 |
| VANGUARD S&P 500 | P | 2021-11-16 | $19,430 | $15,191 | $4,239 | $4,239 | 2020-12-22 |
| DODGE & COX GLOBAL STOCK | P | 2021-11-16 | $20,000 | $12,232 | $7,768 | $7,768 | |
| CAPITAL GAINS DIVIDENDS | P | $33,111 | $33,111 | $33,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | 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 | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $386 | OverpaymentAmt |
| Applied To ES Tax | $386 | AppliedToESTaxAmt |
| Refund | $0 | 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 | $1,411,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,422,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,422,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,401,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,414 | TotalTaxAmt |
| Distributable Before Adj | $67,646 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,646 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $53,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,754 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,960 | 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 | $111,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $53,206 | ExcessFromYear1Amt |
| Excess From Current Year | $58,754 | ExcessFromCurrentYearAmt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRAZOS EDUCATION FOUNDATION | |||||||
| 2600 WASHINGTON AVE | WACO | TX | 76710 | NONE | 501(C)(3) | ONE SCHOLARSHIP FOR ONE YEAR | $5,000 |
| FAMILY ABUSE CENTER | |||||||
| PO BOX 20395 | WACO | TX | 76702 | NONE | 501(C)(3) | WACO FOUNDATION ENDOWMENT | $10,000 |
| EAGLES WINGS RETREAT CENTER | |||||||
| PO BOX 248 | BURNET | TX | 78611 | NONE | 501(C)(3) | PAVING | $111,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,400 | 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 | $29,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,384 | 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 | $170,538 | $169,616 |
| PIMCO INCOME INST | $149,330 | $147,359 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX GLOBAL | $45,316 | $62,980 |
| HARBOR INTERNATIONAL | $24,897 | $29,136 |
| SANDS CAPITAL GLOBAL | $113,639 | $128,733 |
| VANGUARD EMERGING MARKETS | $15,433 | $15,666 |
| VANGUARD INTL GROWTH FD | $78,644 | $119,525 |
| VANGUARD S&P 500 ETF | $156,480 | $185,542 |
| SPDR BLMBRG | $210,456 | $214,485 |
| ISHARES MSCI INTL VALUE | $25,071 | $24,295 |
| SPDR S&P 500 VALUE ETF | $85,954 | $91,350 |
| VANGUARD GROWTH INDEX | $154,175 | $167,860 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $338 | 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 | $3,373 | Amt |
| Net Investment Income | $3,373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PAYMENTS | $970 | $0 | $0 |
| ESTIMATED TAX PAYEMENTS | $2,800 | $0 | $0 |
| FOREIGN TAXES | $376 | $376 | $0 |
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