F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-08
- IRS object ID
- 201520989349100417
- Schema version
- 2014v5.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-08T15:27:20-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-03-18 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,044,719 | 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 | $30,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $431,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,719 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,909 | 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 |
| Accounting Fees Rev And Expnss | $369 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $227 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,849 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,434 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $534,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $495,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $591,704 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $385,280 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $446,825 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $448,581 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $933,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $946,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,044,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $933,419 | UnrestrictedBOYAmt |
| Unrestricted EOY | $946,268 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $933,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $946,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $933,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $946,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $933,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,849 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $946,268 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $946,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DFA EMERGING MARKETS CORE EQTY PORT - 38.5630 | P | 2014-01-30 | $704 | $775 | -$71 | -$71 | |
| DFA US SMALL CAP PORT - 959.7190 | P | 2014-03-11 | $30,000 | $25,140 | $4,860 | $4,860 | 2013-06-20 |
| ISHARES CORE TOTAL ETF - 550 | P | 2014-05-08 | $59,821 | $59,595 | $226 | $226 | |
| TEMPLETON GLOBAL TOTAL RETURN - 161.7140 | P | 2014-12-08 | $2,145 | $2,085 | $60 | $60 | |
| ALLIANZ GI CONVERTIBLE - 28.7570 | P | 2014-04-30 | $1,000 | $846 | $154 | $154 | 2011-05-03 |
| ALLIANZ GI CONVERTIBLE - 546.3970 | P | 2014-06-16 | $20,000 | $16,073 | $3,927 | $3,927 | |
| DFA EMERGING MKTS CORE EQTY PORT - 1551.6460 | P | 2014-01-30 | $28,329 | $31,179 | -$2,850 | -$2,850 | |
| DFA INTL SMALL CO PORT - 248.8840 | P | 2014-06-16 | $5,000 | $4,054 | $946 | $946 | 2010-12-22 |
| DFA ONE YEAR FIXED INCM PORT - 2424.4190 | P | 2014-12-08 | $25,000 | $25,035 | -$35 | -$35 | 2013-06-22 |
| DODGE & COX GLOBAL STK - 405.1650 | P | 2014-06-16 | $5,000 | $3,665 | $1,335 | $1,335 | 2011-09-26 |
| PIMCO INCM INST - 4759.7150 | P | 2014-05-09 | $60,000 | $58,924 | $1,076 | $1,076 | 2012-10-03 |
| PIMCO INCM INST - 788.9760 | P | 2014-06-16 | $10,000 | $9,768 | $232 | $232 | 2012-10-03 |
| PIMCO INCM INST - 1595.2190 | P | 2014-12-08 | $20,000 | $19,764 | $236 | $236 | |
| TEMPLETON GLOBAL TOTAL RETURN - 1143.0750 | P | 2014-01-30 | $15,000 | $14,717 | $283 | $283 | 2010-11-17 |
| TEMPLETON GLOBAL TOTAL RETURN - 3018.2740 | P | 2014-12-08 | $40,034 | $38,909 | $1,125 | $1,125 | |
| TOUCHSTONE SANDS CAPITAL - 685.8450 | P | 2014-04-23 | $15,000 | $10,177 | $4,823 | $4,823 | 2010-12-22 |
| VANGUARD DEVELOPED MKTS - 153.2630 | P | 2014-04-10 | $2,000 | $1,709 | $291 | $291 | 2012-10-03 |
| VANGUARD DEVELOPED MKTS - 728.1980 | P | 2014-06-16 | $10,000 | $8,120 | $1,880 | $1,880 | 2012-10-03 |
| VANGUARD DEVELOPED MKTS - 2263.9520 | P | 2014-09-09 | $30,000 | $25,314 | $4,686 | $4,686 | 2012-10-03 |
| VANGUARD INTL GROWTH FD ADMIRAL | P | 2014-04-23 | $15,000 | $12,359 | $2,641 | $2,641 | |
| VANGUARD VALUE INDEX ADMIRAL - 159.6180 | P | 2014-06-16 | $5,000 | $3,832 | $1,168 | $1,168 | 2012-10-03 |
| VANGUARD VALUE INDEX ADMIRAL - 499.1690 | P | 2014-01-30 | $15,000 | $12,454 | $2,546 | $2,546 | 2012-10-03 |
| CAPITAL GAINS DIVIDENDS | P | $17,180 | $17,180 | $17,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,719 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,839 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,009,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042419 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,447 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $932,627 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,379 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $941,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $420,995 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $360,346 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036121 | DistributionYr5Rt |
| Total Distribution | 0.213514 | TotalDistributionRt |
| Average Distribution | 0.042703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,044,122 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,587 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $723 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,310 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,500 | 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 | $723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $357 | OverpaymentAmt |
| Applied To ES Tax | $357 | 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 | $1,055,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,060,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,060,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,044,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $723 | TotalTaxAmt |
| Distributable Before Adj | $51,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $723 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,592 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,592 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,425 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,425 | 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 | $2,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,425 | 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 (5 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 | $1,000 |
| PROVIDENCE FOUNDATION | |||||||
| PO BOX 2589 | WACO | TX | 76702 | NONE | 501(C)(3) | GENERAL OPERATIONS | $3,000 |
| FUZZY FRIENDS RESCUE | |||||||
| 6321 AIRPORT ROAD | WACO | TX | 76708 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| ADVOCACY CENTER FOR CRIME VICTIMS AND CHILDREN | |||||||
| 2323 COLUMBUS AVENUE | WACO | TX | 76701 | NONE | 501(C)(3) | GENERAL OPERATIONS | $2,500 |
| PROVIDENCE FOUNDATION | |||||||
| PO BOX 2589 | WACO | TX | 76702 | NONE | 501(C)(3) | PURCHASE OF VARIOUS ITEMS OF EQUIPMENT BY PROVIDENCE HEALTHCARE NETWORK'S DEPAUL CENTER. ANY REMAINING FUNDS USED AT THE DISCRETION OF THE DEPAUL CENTER | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,500 | 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 | $30,190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,909 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,909 | 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 | $369 | 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 | $50,626 | $56,741 |
| DFA ONE YEAR FIXED INCM | $40,380 | $40,277 |
| DODGE & COX INCOME FUND | $85,888 | $85,075 |
| JHANCOCK INCOME FUND CL | $123,130 | $120,382 |
| PIMCO INCOME INST | $146,801 | $146,106 |
| TEMPLETON GLOBAL | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS | $30,821 | $27,021 |
| DFA INTL SMALL CO | $34,503 | $35,911 |
| DFA US SMALL CAP PORT | $23,864 | $28,240 |
| DODGE & COX GLOBAL | $78,328 | $101,291 |
| HARDING LOEVNER GLOBAL | $47,057 | $49,243 |
| MORGAN STANLEY SMALL CO | $32,903 | $26,901 |
| PRIMECAP ODYSSEY STOCK | $29,475 | $47,981 |
| TOUCHSTONE SANDS CAPITAL | $27,542 | $39,738 |
| VANGAURD INTL GROWTH FD | $55,106 | $61,841 |
| VANGUARD DEVELOPED MKTS | $40,265 | $43,764 |
| VANGUARD VALUE INDEX | $95,145 | $129,773 |
| ISHARES CORE TOTAL ETF | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,396 | Amt |
| Net Investment Income | $4,396 | 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 | $1,568 | $0 | $0 |
| FOREIGN TAX PAID | $227 | $227 | $0 |
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