F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-29
IRS object ID
201910889349100406
Schema version
2018v3.1
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)
Return2019-03-29T14:00:32-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-03-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD E CLEMMERPreparerPersonNm
PTINP00258953PTIN
Phone2547764190PhoneNum
Preparation2019-03-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.93.159.109IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-23IPDt
IP Tm10:40:32IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA8B0FCC97C6AD3B166C4D81C5B31B814B12CDC15AtSubmissionCreationDeviceId
At Submission Filing Device Id4A015CA989BEFFEA1464E5CF8A685C6CFC635598AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,017,910FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,949ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$28,597DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,597DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,888NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$233,619GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,888CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,434TotalRevAndExpnssAmt
Total Net Invst Incm$90,485TotalNetInvstIncmAmt
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$723LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$415AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,428OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,428OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,086TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,316OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,968TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,428TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,684ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,684ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,652TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,428TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,782ExcessRevenueOverExpensesAmt
Net Investment Income$87,057NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$432SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$918SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$918SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$521,845CorporateStockBOYAmt
Corporate Stock EOY$543,024CorporateStockEOYAmt
Corporate Stock EOYFMV$594,379CorporateStockEOYFMVAmt
Corporate Bonds BOY$411,071CorporateBondsBOYAmt
Corporate Bonds EOY$424,240CorporateBondsEOYAmt
Corporate Bonds EOYFMV$408,428CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$11,872OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,185OtherInvestmentsEOYFMVAmt
Total Assets BOY$933,349TotalAssetsBOYAmt
Total Assets EOY$980,054TotalAssetsEOYAmt
Total Assets EOYFMV$1,017,910TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$933,349UnrestrictedBOYAmt
Unrestricted EOY$980,054UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$933,349TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$980,054TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$933,349TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$980,054TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$933,349TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,782ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$983,131SubtotalAmt
Other Decreases$3,077OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$980,054TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD VALUE INDEXP2012-10-032018-01-31$45,000$28,341$16,659$16,659
DODGE & COX GLOBAL STKP2011-09-262018-02-21$5,000$3,453$1,547$1,547
DFA US SMALL CAP PORTP2018-03-29$2,079$1,783$296$296
DFA US SMALL CAP PORTP2018-03-29$40,031$34,325$5,706$5,706
DFA EMERGING MKTS SMALL CAPP2018-06-28$2,019$1,869$150$150
HARBOR DIVERSIFIED INTLP2016-03-022018-06-11$7,500$6,121$1,379$1,379
DFA EMERGING MKTS SMALL CAPP2018-06-28$39,508$36,569$2,939$2,939
DODGE & COX GLOBAL STKP2011-09-262018-09-24$20,000$13,820$6,180$6,180
VANGUARD INTL GROWTHP2018-09-24$20,000$15,429$4,571$4,571
PIMCO INCM INSTP2018-12-13$29,000$30,021-$1,021-$1,021
CAPITAL GAINS DIVIDENDSP$23,482$23,482$23,482
FieldValueIRS element (for citing)
Capital Gain Net Income$61,888CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,522AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,067,703NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048255DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$974,132NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036956DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,436AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$989,047NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055039DistributionYr3Rt
Adjusted Qlfy Distri Yr4$56,777AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,044,122NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054378DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,839AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,009,897NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042419DistributionYr5Rt
Total Distribution0.237047TotalDistributionRt
Average Distribution0.047409AverageDistributionRt
Net Vl Noncharitable Assets$1,092,665NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,802AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$871NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,673AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$54,684QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$871InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$871SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$351TaxDueAmt

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$1,104,233AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,072AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,109,305TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,109,305AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,640CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,092,665NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,633MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,633MinimumInvestmentReturnAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Total Tax$871TotalTaxAmt
Distributable Before Adj$53,762DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,762DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,762DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,684ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,684QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$871PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,813AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,762DistributableAsAdjustedAmt
Undistributed Income PY$4,607UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$54,684QualifyingDistributionsAmt
Applied To Year1$4,607AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,077AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,685UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL BIRTH CONTROL CLINIC
3238 CLAY AVEWACOTX76711NONE501(C)(3)GENERAL OPERATIONS$1,000
BOSQUEVILLE EXCELLENCE IN EDUCAITON FOUNDATION
7636 ROCK CREEK ROADWACOTX76708NONE501(C)(3)GENERAL OPERATIONS$1,000
DOCTORS WITHOUT BORDERS
333 SEVERTH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)(3)GENERAL OPERATIONS$1,000
EAGLE'S WINGS RETREAT CENTER
PO BOX 248BURNETTX78611NONE501(C)(3)GENERAL OPERATIONS$10,000
FRIENDS FOR LIFE
5000 LAKEWOOD DRWACOTX76710NONE501(C)(3)GENERAL OPERATIONS$1,000
HUMANE SOCIETY OF CENTRAL TEXAS
2032 CIRCLE RDWACOTX76706NONE501(C)(3)GENERAL OPERATIONS$1,000
MEALS & WHEELS
501 W WACO DRWACOTX76707NONE501(C)(3)GENERAL OPERATIONS$3,000
MISSION WACO MISSION WORLD
1315 N 15TH STWACOTX76707NONE501(C)(3)GENERAL OPERATIONS$500
REICHER CATHOLIC HIGH SCHOOL
2102 N 23RD STREETWACOTX76708NONE501(C)(3)GENERAL OPERATIONS$8,000
ST JUDES RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3)GENERAL OPERATIONS$500
TALITHA KOUM
1311 CLAY AVEWACOTX76706NONE501(C)(3)GENERAL OPERATIONS$4,500
TEXAS CASA
1501 WEST ANDERSON LANE SUITE B-2AUSTINTX78757NONE501(C)(3)GENERAL OPERATIONS$500
THE COVE-HEART OF TEXAS
PO BOX 1956WACOTX76703NONE501(C)(3)GENERAL OPERATIONS$1,000
THE SALVATION ARMY
4721 W WACO DRWACOTX76703NONE501(C)(3)GENERAL OPERATIONS$11,000
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONE501(C)(3)GENERAL OPERATIONS$500
HOT THERAPEUTIC RIDING
848 E WHITE OAK RDWESTTX76691NONE501(C)(3)SADDLE GRANT$6,000
BAYLOR UNIVERSITY
ONE BEAR PLACE 970505WACOTX767987050GENERAL OPERATIONS$1,684
COMPASSION MINISTRIES
1421 AUSTIN AVEWACOTX76701GIVING THANKS BANQUET$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,684TotalGrantOrContriPdDurYrAmt
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$28,597ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,888ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$90,485ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,485TotalIncomeProducingActyAmt

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$6,000Yes (X)
GLORIA YOUNG
23025 MOUNT CARMEL DRIVEWACOTX76710$14,949Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property595 SHARES OF MDU RESOURCES GROUP COMMON STOCK, NYSE:MDUNoncashPropertyDesc
Fair Market Value$14,949FairMarketValueAmt
Received2018-12-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$415Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INCOME FUND$86,984$83,245
PIMCO INCOME INST$171,015$165,760
BAIRD CORE PLUS BD FD$166,241$159,423

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX GLOBAL$85,936$97,095
HARDING LOEVNER GLOBAL$114,231$104,497
PRIMECAP ODYSSEY STOCK$25,194$45,902
VANGAURD INTL GROWTH FD$61,143$63,651
VANGUARD VALUE INDEX$121,937$149,100
HARBOR DIVERSIFIED INTL FD$89,590$88,172
VANGUARD S&P 500 ETF$44,993$45,962

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMDU RESOURCES GRPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$11,872BookValueAmt
EOYFMV$14,185EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$723LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTION OF 595 SHARES OF MDU DIFFERENCE IN COST AND VALUEDesc
Amt$3,077Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$1,316RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,428Amt
Net Investment Income$3,428NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PAYMENTS$61$0$0
ESTIMATED TAX PAYEMENTS$520$0$0
FOREIGN TAXES$505$0$0

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