F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-23
- IRS object ID
- 201700829349100115
- Schema version
- 2016v3.0
- 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 | 2017-03-23T20:18:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742323205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COKER WOMMACK & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8256 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767148256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 MOUNT CARMEL DR | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767101218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA YOUNG | PersonNm |
| Person Title | PRESIDENT/SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 2547729367 | PhoneNum |
| Signature | 2017-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD E CLEMMER | PreparerPersonNm |
| PTIN | P00258953 | PTIN |
| Phone | 2547763871 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.178.106.105 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-22 | IPDt |
| IP Tm | 11:09:32 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B378F30C7A90BA058F7FAABEB2784E55A33D464 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9B378F30C7A90BA058F7FAABEB2784E55A33D464 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,007,265 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,847 | 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 | $96 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $384 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $732 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $328 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $507,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $507,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $596,310 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $439,228 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $395,324 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $388,526 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $946,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $925,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,007,265 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $946,662 | UnrestrictedBOYAmt |
| Unrestricted EOY | $925,432 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $946,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $925,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $946,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $925,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $946,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $925,432 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $925,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| MUTUAL FUNDS | 2016-12-31 | $87,025 | $87,867 | -$842 | -$842 | |
| MUTUAL FUNDS | 2016-12-31 | $435,017 | $448,011 | -$12,994 | -$12,994 | |
| CAPITAL GAINS DIVIDENDS | $6,271 | $6,271 | $6,271 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,565 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,436 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $989,047 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,777 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,044,122 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,839 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,009,897 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042419 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $932,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047658 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,379 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $941,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031192 | DistributionYr5Rt |
| Total Distribution | 0.230686 | TotalDistributionRt |
| Average Distribution | 0.046137 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $974,132 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,156 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $424 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $424 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $176 | OverpaymentAmt |
| Applied To ES Tax | $176 | 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 MT CARMEL DR | 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 |
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/DIRECTOR | 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 | $980,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $988,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $988,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $974,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $424 | TotalTaxAmt |
| Distributable Before Adj | $48,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,537 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,537 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,746 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | |||||||
| 4721 W WACO DR | WACO | TX | 76703 | NONE | 501(C)(3) | GENERAL OPERATIONS | $550 |
| PROVIDENCE FOUNDATION | |||||||
| 6901 MEDICAL PARKWAY | WACO | TX | 76710 | NONE | 501(C)(3) | 25TH ANNUAL CHAMPAGNE LUNCHEON & STYLE SHOW25TH ANNUAL CHAMPAGNE LUNCHEON & STYLE SHOW | $3,000 |
| FUZZY FRIENDS RESCUE | |||||||
| 6321 AIRPORT ROAD | WACO | TX | 76708 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| BAYLOR UNITERSITY | |||||||
| ONE BEAR PLACE 97050 | WACO | TX | 76798 | NONE | 501(C)(3) | BAYLOR UNIVERSITY COLLECTIONS OF POLITICAL MATERIALS | $1,000 |
| THE MARK DEERING FOUNDATION | |||||||
| 510 N VALLEY MILLS DR | WACO | TX | 76710 | NONE | 501(C)(3) | GENERAL OPERATIONS | $500 |
| THE COVER-HEART OF TEXAS | |||||||
| PO BOX 1956 | WACO | TX | 76703 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,000 |
| MEALS & WHEELS | |||||||
| 501 W WACO DR | WACO | TX | 76707 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,650 |
| FAMILY ABUSE CENTER | |||||||
| PO BOX 20395 | WACO | TX | 76702 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,000 |
| YOUTH CONNECTION WACO | |||||||
| PO BOX 20984 | WACO | TX | 76702 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| HUMANE SOCIETY OF CENTRAL TEXAS | |||||||
| 2032 CIRCLE RD | WACO | TX | 76706 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| BOSQUEVILLE EXCELLENCE IN EDUCAITON FOUNDATION | |||||||
| 7636 ROCK CREEK ROAD | WACO | TX | 76708 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| FRIENDS FOR LIFE | |||||||
| 5000 LAKEWOOD DR | WACO | TX | 76710 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| METHODIST CHILDRE'S HOME | |||||||
| 1111 HERRING AVE | WACO | TX | 76708 | NONE | 501(C)(3) | GENERAL OPERATIONS | $500 |
| WACO MAMMOTH FOUNDATION | |||||||
| PO BOX 326 | WACO | TX | 76703 | NONE | 501(C)(3) | GENERAL OPERATIONS | $100 |
| MISSION WACO MISSION WORLD | |||||||
| 1315 N 15TH ST | WACO | TX | 76707 | NONE | 501(C)(3) | JUBILEE FOOD MART CAMPAIGN | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVERTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL OPERATIONS | $200 |
| TALITHA KOUM INSTITUTE | |||||||
| 1311 CLAY AVE | WACO | TX | 76706 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| ANIMAL BIRTH CONTROL CLINIC | |||||||
| 3238 CLAY AVE | WACO | TX | 76711 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| TEXAS CASA | |||||||
| 1501 W ANDERSON LN | AUSTIN | TX | 78757 | NONE | 501(C)(3) | GENERAL OPERATIONS | $300 |
| ST JUDES RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL OPERATIONS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,847 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,565 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,282 | 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 | $384 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZ GI CONVERTIBLE | $0 | $0 |
| DODGE & COX INCOME FUND | $81,704 | $80,012 |
| JHANCOCK INCOME FUND CL | $0 | $0 |
| PIMCO INCOME INST | $156,750 | $155,385 |
| BAIRD ULTRA SHORT BD FD | $0 | $0 |
| BAIRD CORE PLUS BD FD | $156,870 | $153,129 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS | $36,304 | $34,040 |
| DFA INTL SMALL CO | $0 | $0 |
| DFA US SMALL CAP PORT | $34,016 | $38,361 |
| DODGE & COX GLOBAL | $88,860 | $111,919 |
| HARDING LOEVNER GLOBAL | $75,575 | $78,860 |
| MORGAN STANLEY SMALL CO | $0 | $0 |
| PRIMECAP ODYSSEY STOCK | $25,415 | $43,761 |
| TOUCHSTONE SANDS CAPITAL | $0 | $0 |
| VANGAURD INTL GROWTH FD | $41,635 | $45,824 |
| VANGUARD DEVELOPED MKTS | $0 | $0 |
| VANGUARD VALUE INDEX | $103,043 | $138,100 |
| HARBOR DIVERSIFIED INTL FD | $77,992 | $79,781 |
| VANGUARD S&P 500 ETF | $24,839 | $25,664 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $96 | 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 | $3,300 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED EXCISE TAX PAYMENTS | $404 | $0 | $0 |
| FOREIGN TAX | $328 | $328 | $0 |
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