2014-04-04T19:41:34-05:00 2013-12-31 742323205 COKER WOMMACK & COMPANY PC PO BOX 8256 WACO TX 767148256 990PF 2013-01-01 201349638 FM AND GLORIA YOUNG FAMILY FOUNDATION FMAN 2547729367 3025 MOUNT CARMEL DR WACO TX 767101218 FM YOUNG PRESIDENT/DIRECTOR 2547729367 2014-03-29 1 TODD E CLEMMER P00258953 2547763871 2013 2015-12-30 17:16:21Z X 1067114 X X 27390 27390 29953 510759 29953 57343 57343 0 0 0 271 0 0 339 0 339 4921 4921 0 513 0 0 6044 4921 339 42500 42500 48544 4921 42839 8799 52422 2135 13853 13853 478146 534286 656578 444339 385280 396683 924620 933419 1067114 0 0 X 924620 933419 924620 933419 924620 933419 924620 8799 0 933419 0 933419 ISHARES CORE TOTAL ETF P 2013-12-31 53438 54211 -773 -773 JPMORGAN MORTGAGE BACKED SEC SLCT P 2013-06-10 101194 101569 -375 -375 PIMCO INCM INST P 2012-10-03 2013-06-20 60000 60595 -595 -595 PRUDENTIAL JENNISON P 2012-01-12 2013-06-20 351 287 64 64 VANGUARD TOTAL BD MKT P 2013-02-19 4822 4697 125 125 ALLIANZ GI CONVERTIBLE P 2011-05-03 2013-06-20 20000 18898 1102 1102 DFA EMERGING MKTS CORE EQTY PORT P 2012-02-15 2013-08-26 15000 16574 -1574 -1574 DODGE & COX GLOBAL P 2011-09-26 2013-12-19 12000 8240 3760 3760 JPMORGAN MORTGAGE BACKED SEC SLCT P 2013-06-10 57205 57014 191 191 PRUDENTIAL JENNISON P 2013-06-20 47714 39105 8609 8609 TOUCHSTONE SANDS CAPITAL INSTL P 2010-12-22 2013-04-03 17000 13417 3583 3583 VANGUARD INTL GROWTH FD P 2011-01-11 2013-12-19 25000 21154 3846 3846 VANGUARD TOTAL BD MKT INDEX P 2013-02-19 87320 85045 2275 2275 CAPITAL GAINS DIVIDENDS P 9715 9715 9715 29953 0 44447 932627 0.047658 29379 941875 0.031192 23628 420995 0.056124 13016 360346 0.036121 22000 480871 0.045750 0.216845 0.043369 1009897 43798 524 44322 42839 1048 0 1048 0 1048 560 560 488 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A GLORIA YOUNG 2547729367 3025 MT CARMEL DR WACO TX 76710 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1018159 7117 0 1025276 0 0 1025276 15379 1009897 50495 50495 1048 1048 49447 0 49447 0 49447 42839 0 42839 0 42839 49447 0 0 3016 3016 42839 0 0 0 42839 0 3016 3016 0 0 0 0 0 3592 0 0 0 FM YOUNG GLORIA YOUNG X AUSTIN PETS ALIVE 2807 MANCHACA ROAD AUSTIN TX 78704 NONE 501(C)(3) GENERAL OPERATIONS 2500 BAYLOR UNIVERSITY ONE BEAR PLACE 97050 WACO TX 767987050 NONE 501(C)(3) BYALOR UNIVERSITY COLLECTIONS OF POLITICAL MATERIALS 1000 EAGLE'S WINGS RETREAT CENTER PO BOX 248 BURNET TX 78611 NONE 501(C)(3) GENERAL OPERATIONS 8200 FAMILY ABUSE CENTER PO BOX 20395 WACO TX 76702 NONE 501(C)(3) GENERAL OPERATIONS 1000 MEALS & WHEELS 501 W WACO DR WACO TX 76707 NONE 501(C)(3) GENERAL OPERATIONS 3000 THE SALVATION ARMY 4721 W WACO DR WACO TX 76703 NONE 501(C)(3) GENERAL OPERATIONS 1000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 NONE 501(C)(3) GENERAL OPERATIONS 500 PROVIDENCE FOUNDATION PO BOX 2589 WACO TX 76702 NONE 501(C)(3) GENERAL OPERATIONS 3000 BOSQUEVILLE EXCELLENCE IN EDUCATION FOUNDATION 7636 ROCK CREEK ROAD WACO TX 76708 NONE 501(C)(3) GENERAL OPERATIONS 1000 BRAZOS EDUCATION FOUNDATION 2600 WASHINGTON AVE WACO TX 76710 NONE 501(C)(3) GENERAL OPERATIONS 4000 CITY OF ROBINSON 111 W LYNDALE ROBINSON TX 76706 NONE 501(C)(3) DEVELOPMENT OF PEPLOW PARK 10000 NEUROPATHY ASSOCIATION 60 EAST 42ND STREET SUITE 942 NEW YORK NY 10165 NONE 501(C)(3) GENERAL OPERATIONS 5000 HUMANCE SOCIETY OF CENTRAL TEXAS 2032 CIRCLE RD WACO TX 76706 NONE 501(C)(3) GENERAL OPERATIONS 1300 WACO HABITAT FOR HUMANITY PO BOX 2124 WACO TX 76703 NONE 501(C)(3) GENERAL OPERATIONS 1000 42500 0 14 27390 18 29953 0 57343 0 57343 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 339 0 339 VANGUARD TOTAL BD MKT INDEX FUND 0 0 JP MORGAN MORTGAGE 0 0 TEMPLETON GLOBAL TOTAL 54129 56724 ALLIANZ GI CONVERTIBLE 62154 72973 PIMCO INCOME INST 208802 206870 DFA ONE YEAR FIXED INCM 60195 60116 DFA INTL SMALL CO 36482 43081 PRIMECAP ODYSSEY STOCK 28166 41707 PRUDENTIAL JENNISON 0 0 TOUCHSTONE SANDS CAPITAL 34529 51984 DODGE & COX GLOBAL 48269 70612 VANGAURD INTL GROWTH FD 65977 80530 DFA EMERGING MARKETS 31954 30945 VANGUARD DEVELOPED MKTS 72787 87568 VANGUARD VALUE INDEX 108568 134849 DFA US SMALL CAP PORT 47959 56765 ISHARES CORE TOTAL ETF 59595 58537 LEGAL FEES 271 0 0 INVESTMENT FEES 4921 4921 0 ESTIMATED EXCISE TAX PAYMENTS 513 0 0