F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-13
IRS object ID
202141039349100429
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-13T15:15:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742533381PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAYNES REITMEIER BOYD & THERRELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15400 BOSQUE BLVD STE 600AddressLine1Txt
CityWACOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP767104459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201349638EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FM AND GLORIA YOUNG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFMANBusinessNameControlTxt
Phone2547729367PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13025 MT CARMEL DRAddressLine1Txt
CityWACOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIA YOUNGPersonNm
Person TitlePRESIDENT/SECRETARY/DIRECTORPersonTitleTxt
Phone2547729367PhoneNum
Signature2021-04-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGLORIAPersonFirstNm
Person LastYOUNGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD E CLEMMERPreparerPersonNm
PTINP00258953PTIN
Phone2547764190PhoneNum
Preparation2021-04-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,368,546FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$71,386ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,490DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,490DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$176,105NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,034,123GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$176,105CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$273,981TotalRevAndExpnssAmt
Total Net Invst Incm$202,595TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$226LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$430AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,053OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,053OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,944TaxesRevAndExpnssAmt
Taxes Net Invst Incm$262TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,653TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,315TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$116,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$116,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,653TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,315TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$151,328ExcessRevenueOverExpensesAmt
Net Investment Income$199,280NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Sav And Temp Cash Invst BOY$3,564SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,871SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,871SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$582,268CorporateStockBOYAmt
Corporate Stock EOY$876,575CorporateStockEOYAmt
Corporate Stock EOYFMV$1,041,212CorporateStockEOYFMVAmt
Corporate Bonds BOY$437,643CorporateBondsBOYAmt
Corporate Bonds EOY$308,086CorporateBondsEOYAmt
Corporate Bonds EOYFMV$315,463CorporateBondsEOYFMVAmt
Other Investments BOY$23,446OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,046,920TotalAssetsBOYAmt
Total Assets EOY$1,196,532TotalAssetsEOYAmt
Total Assets EOYFMV$1,368,546TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,046,920NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,196,532NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,046,920TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,196,532TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,046,920TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,196,532TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,046,920TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$151,328ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,198,248SubtotalAmt
Other Decreases$1,716OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,196,532TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
BAIRD CORE PLUS BONDP2020-11-25$21,447$19,912$1,535$1,535
HARBOR DIVERSIFIEDP2020-07-15$684$651$33$332019-12-16
HARBOR INTERNATIONALP2020-11-25$15,000$12,810$2,190$2,1902020-07-15
HARDING LOEVNER GLOBAL EQUITYP2020-07-15$892$693$199$1992019-12-17
VANGUARD MEGA CAPP2020-12-22$163,471$113,558$49,913$49,9132020-04-22
VANGUARD SMALL CAPP2020-11-25$537$451$86$86
VANGUARD VALUE INDEXP2020-04-22$1,245$1,060$185$185
BARID CORE PLUSP2020-04-23$5,000$4,805$195$1952016-04-19
BAIRD CORE PLUSP2020-11-25$179,047$166,232$12,815$12,815
DODGE & COX GLOBALP2020-04-22$40,000$43,657-$3,657-$3,657
HARBOR DIVERSIFIEDP2020-07-15$32,828$31,253$1,575$1,575
HARDING LOEVNER GLOBAL EQUITYP2020-07-15$140,984$109,565$31,419$31,419
MDU RESOURCESD2020-01-06$16,967$11,573$5,394$5,3942016-05-01
MDU RESOURCESD2020-01-06$17,405$11,872$5,533$5,5332016-05-01
MDU RESOURCESD2020-09-11$15,371$13,169$2,202$2,2022016-05-01
PIMCOP2020-04-22$90,000$98,630-$8,630-$8,630
VANGUARD INTERNATIONAL GROWTHP2020-07-15$23,000$15,291$7,709$7,709
VANGUARD INTERNATIONAL GROWTHP2020-11-25$20,000$10,929$9,071$9,0712012-10-03
VANGUARD INTERNATIONAL GROWTHP2020-12-22$25,000$13,548$11,452$11,452
VANGUARD S&P 500P2020-04-22$32,096$24,839$7,257$7,2572016-07-27
VANGUARD S&P 500P2020-04-22$19,257$20,154-$897-$8972018-09-24
VANGUARD S&P 500P2020-11-25$31,597$25,802$5,795$5,7952019-06-24
VANGUARD S&P 500P2020-11-25$24,945$19,679$5,266$5,2662019-08-06
VANGUARD S&P 500P2020-11-25$16,630$13,318$3,312$3,3122019-09-03
VANGUARD S&P 500P2020-11-25$23,282$20,059$3,223$3,2232019-11-18
VANGUARD SMALL CAPP2020-11-25$35,964$30,188$5,776$5,776
VANGUARD VALUE INDEXP2020-04-22$28,575$24,320$4,255$4,255
CAPITAL GAINS DIVIDENDSP$12,899$12,899$12,899
FieldValueIRS element (for citing)
Capital Gain Net Income$176,105CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,770InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,770SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,770TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$970TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGLORIA YOUNGIndividualWithBooksNm
Phone2547729367PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13025 MOUNT CARMEL DRIVEAddressLine1Txt
CityWACOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76710ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLORIA YOUNG
3025 MT CARMELWACOTX76710PRESIDENT/SECRETARY/DIRECT0.00$0$0$0
DAVIS YOUNG
5204 WHISTLING STRAITSCOLLEGE STATIONTX77845DIRECTOR0.00$0$0$0
MELANIE SHEEDY
108 CREEK RIDGEWACOTX76708DIRECTOR0.00$0$0$0
KIMBERLY JUNG
6130 MT SELMAWACOTX76710DIRECTOR0.00$0$0$0
SUSAN ABPLANALP
1722 CAMP CRAFT ROADAUSTINTX78746DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,204,104AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,846AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,212,950TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,212,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,194,756NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,738MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,738MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,770TaxBasedOnInvestmentIncomeAmt
Total Tax$2,770TotalTaxAmt
Distributable Before Adj$56,968DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,968DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,968DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$116,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$116,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,968DistributableAsAdjustedAmt
Undistributed Income PY$5,826UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$116,000QualifyingDistributionsAmt
Applied To Year1$5,826AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,968AppliedToCurrentYearAmt
Remaining Distri From Corpus$53,206RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$53,206TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$53,206ExcessDistriCyovToNextYrAmt
Excess From Current Year$53,206ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGLORIA YOUNGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEALS & WHEELS
501 W WACO DRWACOTX76707NONE501(C)(3)GENERAL OPERATIONS$10,000
PROVIDENCE FOUNDATION
6901 MEDICAL PARKWAYWACOTX76712NONE501(C)(3)GENERAL OPERATIONS$1,000
BRAZOS EDUCATION FOUNDATION
2600 WASHINGTON AVEWACOTX76710NONE501(C)(3)GENERAL OPERATIONS$5,000
ST MARY'S CATHOLIC CENTER
603 CHURCH AVECOLLEGE STATIONTX77840NONE501(C)(3)GENERAL OPERATIONS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$116,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,490ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$176,105ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$202,595ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$202,595TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
GLORIA YOUNG
13025 MOUNT CARMEL DRIVEWACOTX76710$56,500Yes (X)
GLORIA YOUNG
23025 MOUNT CARMEL DRIVEWACOTX76710$14,886Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property660 SHARES OF MDU RESOURCES GROUP COMMON STOCK, NYSE:MDUNoncashPropertyDesc
Fair Market Value$14,886FairMarketValueAmt
Received2020-08-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$430Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INCOME FUND$209,276$216,883
PIMCO INCOME INST$98,810$98,580

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX GLOBAL$51,455$68,421
HARBOR INTERNATIONAL$63,526$69,595
ISHARES RUSSELL 2000$101,642$106,853
PRIMECAP ODYSSEY STOCK$42,798$67,687
SANDS CAPITAL GLOBAL$112,765$133,568
VANGUARD EMERGING MARKETS$61,968$70,178
VANGUARD INTL GROWTH FD$76,809$144,582
VANGUARD S&P 500 ETF$84,395$85,923
SPDR BLMBRG$210,456$212,905
VANGUARD MEGA CAP GROWTH$70,761$81,500

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$226LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTION OF 660 SHARES OF MDU DIFFERENCE IN COST AND VALUEDesc
Amt$1,716Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,053Amt
Net Investment Income$3,053NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PAYMENTS$882$0$0
ESTIMATED TAX PAYEMENTS$1,800$0$0
FOREIGN TAXES$262$262$0

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