F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-03
- IRS object ID
- 201220949349100407
- Schema version
- 2011v1.2
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-03T15:50:23-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742323205 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COKER WOMMACK & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8256 | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 767148256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201349638 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FM AND GLORIA YOUNG FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FMAN | NameControl |
| Phone | 2547729367 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 MOUNT CARMEL DR | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 767101218 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FM YOUNG | Name |
| Title | PRESIDENT/DIRECTOR | Title |
| Phone | 2547729367 | Phone |
| Date Signed | 2012-03-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD E CLEMMER | Name |
| PTIN | P00258953 | PTIN |
| Phone | 2547763871 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 892421 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 231 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 33870 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33870 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -18296 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 370773 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 15805 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33870 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 214 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 790 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 790 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4750 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4750 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 897 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 601 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6651 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5351 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 790 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 28589 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 28589 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 35240 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5351 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 29379 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19435 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28519 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 351 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1450 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1450 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 663941 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 586077 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 566004 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 271801 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 328666 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 324967 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 936093 | TotalAssetsBOY |
| Total Assets EOY | 916193 | TotalAssetsEOY |
| Total Assets EOYFMV | 892421 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 936093 | UnrestrictedBOY |
| Unrestricted EOY | 916193 | UnrestrictedEOY |
| Total Net Assets BOY | 936093 | TotalNetAssetsBOY |
| Total Net Assets EOY | 916193 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 936093 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 916193 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 936093 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19435 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 916658 | Subtotal |
| Other Decreases | 465 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 916193 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 18.884 SHS - BLACKROCK INFLATION PROTECTED BD PORT | P | 2010-06-30 | 2011-01-07 | 202 | 184 | 18 | 18 |
| 2750.505 SHS - ARTIO INTL EQUITY FUND II CL I | P | 2010-06-30 | 2011-01-11 | 33946 | 34694 | -748 | -748 |
| 1574.803 SHS - ARTISAN INTL FUND | P | 2010-12-22 | 2011-03-23 | 34614 | 34000 | 614 | 614 |
| 2594.987 SHS - CALAMOS GLOBAL GRWOTH & INCOME | P | 2010-05-20 | 2011-05-03 | 30000 | 25752 | 4248 | 4248 |
| 95.659 SHS - PIMCO INVESTMENT GRADE CORP | P | 2010-05-20 | 2011-06-08 | 1000 | 1040 | -40 | -40 |
| 143.371 SHS - PIMCO INVESTMENT GRADE CORP | P | 2010-05-20 | 2011-07-05 | 1500 | 1558 | -58 | -58 |
| 804.688 SHS - DODGE & COX INTL STOCK FUND | P | 2010-12-22 | 2011-08-26 | 25000 | 28557 | -3557 | -3557 |
| 257.318 SHS - DODGE & COX STOCK FUND | P | 2010-12-22 | 2011-08-26 | 25000 | 27937 | -2937 | -2937 |
| 493.441 SHS - AMERICAN FD CAP WORLD GWTH & INCM | P | 2010-12-22 | 2011-09-26 | 15000 | 17565 | -2565 | -2565 |
| 1425.014 SHS - DFA INTL SMALL COMPANY PORTFOLIO FUND | P | 2010-12-22 | 2011-09-26 | 20000 | 23910 | -3910 | -3910 |
| 970.553 SHS - DODGE & COX INTL STOCK FUND | P | 2010-12-22 | 2011-09-26 | 27795 | 34443 | -6648 | -6648 |
| 262.77 SHS - DODGE & COX STOCK FUND | P | 2011-06-30 | 2011-09-26 | 24829 | 28529 | -3700 | -3700 |
| 3319.124 SHS - PIMCO INVESTMENT GRADE CORP | P | 2010-05-20 | 2011-10-27 | 35000 | 36071 | -1071 | -1071 |
| 2404.01 SHS - JP MORGAN MORTGAGE BACKED SEC SLCT | P | 2010-05-20 | 2011-12-19 | 27500 | 26953 | 547 | 547 |
| 5349.502 SHS - TEMPLETON GLOBAL TOTAL RETURN | P | 2010-06-30 | 2011-12-19 | 65000 | 67876 | -2876 | -2876 |
| CAPITAL GAINS DIVIDENDS | P | 4387 | 4387 | 4387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -18296 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23628 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 420995 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056124 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13016 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 360346 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036121 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 480871 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045750 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 38071 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 583090 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.065292 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36128 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 551934 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065457 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.268744 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053749 | AverageDistributionRatio |
| Net Noncharitable Assets | 941875 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50625 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 285 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50910 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 29379 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 570 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 570 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 570 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 280 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 280 | TotalCreditsAndPayments |
| Tax Due | 290 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GLORIA YOUNG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2547729367 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 MT CARMEL DR | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 76710 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 951370 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4848 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 956218 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 956218 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14343 | CashDeemedCharitable |
| Net Noncharitable Assets | 941875 | NetNoncharitableAssets |
| Minimum Investment Return | 47094 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47094 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 570 | TaxBasedOnInvestmentIncome |
| Total Tax | 570 | TotalTax |
| Distributable Amount Before Adj | 46524 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46524 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 46524 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 29379 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 29379 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 29379 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46524 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7327 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10822 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 3090 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 21239 | TotalExcessDistriCarryover |
| Qualifying Distributions | 29379 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29379 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 17145 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 17145 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4094 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4094 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1004 | ExcessFromYear4 |
| Excess From Year1 | 3090 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FM YOUNG | ContributingManager |
| Contributing Manager | GLORIA YOUNG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADVOCACY CENTER FOR CRIME VICTIMS AND CHILDREN | |||||||
| 2323 COLUMBUS AVENUE | WACO | TX | 767011040 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| AUSTIN PETS ALIVE | |||||||
| 2807 MANCHACA ROAD | AUSTIN | TX | 78704 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE 97050 | WACO | TX | 767987050 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| EAGLE'S WINGS RETREAT CENTER | |||||||
| PO BOX 248 | BURNET | TX | 78611 | NONE | 501(C)(3) | GENERAL OPERATIONS | $12,000 |
| FRIENDS FOR LIFE | |||||||
| 5000 LAKEWOOD DR | WACO | TX | 76710 | NONE | 501(C)(3) | GENERAL OPERATIONS | $500 |
| THE NEUROPATHY ASSOCIATION | |||||||
| 60 EAST 42ND STREET SUITE 942 | NEW YORK | NY | 101650930 | NONE | 501(C)(3) | GENERAL OPERATIONS | $3,000 |
| WACO MAMMOTH FOUNDATION | |||||||
| PO BOX 326 | WACO | TX | 76703 | NONE | 501(C)(3) | GENERAL OPERATIONS | $10,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 28589 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,870 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$18,296 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,574 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15574 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $790 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 790 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BLACKROCK INFLATON PROTECTED BD FD | 0 | 0 |
| VANGUARD TOTAL BD MKT INDEX FUND | 187622 | 193294 |
| PIMCO INVESTMENT GRADE | 65013 | 62031 |
| TEMPLETON GLOBAL TOTAL | 43834 | 42354 |
| ALLIANZ AGIC CONVERTIBLE | 32197 | 27288 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JP MORGAN MORTGAGE | 75431 | 76828 |
| AMERICAN FD CAPITAL | 64655 | 58366 |
| ARTIO INTL EQUITY FUND | 0 | 0 |
| ARTISAN INTL FUND | 0 | 0 |
| CALAMOS GLOBAL GROWTH | 31584 | 33753 |
| DFA INTL SMALL CO | 23488 | 19493 |
| DODGE & COX INTL STOCK | 0 | 0 |
| DODGE & COX STOCK FUND | 0 | 0 |
| PRIMECAP ODYSSEY STOCK | 69867 | 70424 |
| PRUDENTIAL JENNISON | 39094 | 37851 |
| TOUCHSTONE SANDS CAPITAL | 53500 | 54151 |
| VANGAURD EMERGING MARKETS | 50983 | 41458 |
| BLACKROCK EQTY DIVIDEND | 45579 | 49530 |
| DODGE & COX GLOBAL | 41094 | 42516 |
| VANGAURD INTL GROWTH FD | 53912 | 45606 |
| SPDR BARCLAYS CAPITAL | 36890 | 36028 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $214 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN ON CAPITAL - ADJUSTMET TO FUND BALANCE | Description |
| Amount | $465 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $4,750 | Amount |
| Net Investment Income | 4750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ESTIMATED EXCISE TAX PAYMENTS | $280 | 0 | 0 |
| EXCISE TAXES | $16 | 0 | 0 |
| FOREIGN TAXES | $601 | 601 | 0 |
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