F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-30
- IRS object ID
- 201620909349100042
- Schema version
- 2015v2.1
- 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
- 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 | 2016-03-30T16:03:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 2547729367 | PhoneNum |
| Signature | 2016-03-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $974,590 | 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 | $26,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,624 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,911 | 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 | $241 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $393 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,480 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $495,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $507,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $553,054 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $446,825 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $439,228 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $421,364 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $946,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $946,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $974,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $946,268 | UnrestrictedBOYAmt |
| Unrestricted EOY | $946,662 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $946,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $946,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $946,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $946,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $946,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $946,662 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $946,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 503.965 SHS, DFA ONE YEAR FIXED INCM PORT | P | 2015-01-14 | $5,198 | $5,204 | -$6 | -$6 | |
| 3406.455 SHS, DFA ONE YEAR FIXED INCM PORT | P | 2015-01-14 | $35,137 | $35,176 | -$39 | -$39 | |
| 3666.124 SHS, PIMCO INCM INSTL | P | 2015-01-14 | $45,000 | $45,418 | -$418 | -$418 | |
| 851.957 SHS, DFA INTL SMALL CO PORT | P | 2015-02-17 | $15,000 | $13,899 | $1,101 | $1,101 | 2010-12-22 |
| 415.251 SHS, PRIMECAP ODYSSEY STOCK | P | 2015-02-17 | $10,000 | $6,036 | $3,964 | $3,964 | 2010-12-22 |
| 446.723 SHS, TOUCHSTONE SANDS CAPITAL INSTL GROWTH | P | 2015-02-17 | $10,000 | $6,889 | $3,111 | $3,111 | 2010-12-22 |
| 449.835 SHS, VANGUARD VALUE INDEX | P | 2015-02-17 | $15,000 | $10,864 | $4,136 | $4,136 | 2012-10-03 |
| 722.078 SHS, ALLIANZ GI CONVERTIBLE FD | P | 2015-03-30 | $25,000 | $21,544 | $3,456 | $3,456 | |
| 768.428 SHS, VANGUARD VALUE INDX | P | 2015-03-31 | $25,000 | $18,597 | $6,403 | $6,403 | 2012-10-03 |
| 411.475 SHS, PIMCO INCM INST | P | 2015-09-01 | $5,000 | $5,097 | -$97 | -$97 | 2013-05-24 |
| CAPITAL GAINS DIVIDENDS | P | $12,013 | $12,013 | $12,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,777 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,044,122 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,839 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,009,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042419 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,447 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $932,627 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $941,875 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,628 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $420,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056124 | DistributionYr5Rt |
| Total Distribution | 0.231771 | TotalDistributionRt |
| Average Distribution | 0.046354 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $989,047 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,410 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $196 | OverpaymentAmt |
| Applied To ES Tax | $196 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FM YOUNG | ||||||||
| 3025 MT CARMEL | WACO | TX | 76710 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| GLORIA YOUNG | ||||||||
| 3025 MT CARMEL | WACO | TX | 76710 | 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 | $1,002,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,004,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,004,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $564 | TotalTaxAmt |
| Distributable Before Adj | $48,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $564 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,436 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,537 | 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 | $8,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,425 | ExcessFromYear1Amt |
| Excess From Current Year | $6,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FM YOUNG | ContributingManagerNm |
| Contributing Manager | GLORIA YOUNG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROVIDENCE FOUNDATION | |||||||
| 6901 MEDICAL PARKWAY | WACO | TX | 76710 | NONE | 501(C)(3) | PURCHASE OF INSTRUMENT STERILIZATION EQUIPMENT FOR PROVIDENCE HEALTHCARE NETWORK | $50,000 |
| REICHER CATHOLIC HIGH SCHOOL | |||||||
| 2102 N 23RD STREET | WACO | TX | 76708 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | 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 | $26,287 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,624 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,911 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,911 | 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 | $393 | 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 | $32,330 | $32,198 |
| DFA ONE YEAR FIXED INCM | $0 | $0 |
| DODGE & COX INCOME FUND | $139,972 | $133,958 |
| JHANCOCK INCOME FUND CL | $127,635 | $121,481 |
| PIMCO INCOME INST | $103,988 | $98,622 |
| BAIRD ULTRA SHORT BD FD | $35,303 | $35,105 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS | $31,599 | $24,671 |
| DFA INTL SMALL CO | $21,582 | $22,713 |
| DFA US SMALL CAP PORT | $25,502 | $27,312 |
| DODGE & COX GLOBAL | $81,864 | $93,142 |
| HARDING LOEVNER GLOBAL | $74,318 | $74,383 |
| MORGAN STANLEY SMALL CO | $34,847 | $24,323 |
| PRIMECAP ODYSSEY STOCK | $24,170 | $38,796 |
| TOUCHSTONE SANDS CAPITAL | $22,136 | $29,863 |
| VANGAURD INTL GROWTH FD | $56,035 | $61,506 |
| VANGUARD DEVELOPED MKTS | $67,098 | $67,324 |
| VANGUARD VALUE INDEX | $68,111 | $89,021 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $241 | 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 | $3,480 | Amt |
| Net Investment Income | $3,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $403 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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