F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-05
- IRS object ID
- 201100959349100405
- Schema version
- 2010v3.2
- 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
- Schedule B
- 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) |
|---|---|---|
| Timestamp | 2011-04-05T20:50:04-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-03-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD E CLEMMER | Name |
| Phone | 2547763871 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 947321 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 581348 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 19712 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19688 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7838 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 881099 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7838 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 608898 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27526 | 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 | 206 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 884 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 884 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1880 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1880 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 232 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3202 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1880 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 884 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 26202 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1880 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23884 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 582696 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 25646 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 541 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 351 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 351 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 663941 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 671525 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 352856 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 271801 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 275445 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 353397 | TotalAssetsBOY |
| Total Assets EOY | 936093 | TotalAssetsEOY |
| Total Assets EOYFMV | 947321 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 353397 | UnrestrictedBOY |
| Unrestricted EOY | 936093 | UnrestrictedEOY |
| Total Net Assets BOY | 353397 | TotalNetAssetsBOY |
| Total Net Assets EOY | 936093 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 353397 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 936093 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 353397 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 582696 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 936093 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 936093 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 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 |
|---|---|---|---|---|---|---|---|
| 4633.92 SHS - VANGAURD GNMA FUND | P | 2008-09-30 | 2010-03-24 | 49950 | 47839 | 2111 | 2111 |
| 49.506 SHS - VANGAURD GNMA FUND | P | 2008-09-30 | 2010-04-20 | 500 | 511 | -11 | -11 |
| 50.446 SHS - VANGAURD TOTAL BD MKT | P | 2009-04-02 | 2010-05-13 | 500 | 510 | -10 | -10 |
| 192.167 - VANGAURD TOTAL BD MKT | P | 2009-04-02 | 2010-05-14 | 2000 | 1942 | 58 | 58 |
| 6885.317 SHS - VANGAURD GNMA FUND | P | 2008-09-30 | 2010-05-20 | 75000 | 71113 | 3887 | 3887 |
| 8950.089 SHS - VANGAURD TOTAL BD MKT | P | 2009-04-02 | 2010-05-20 | 95000 | 90431 | 4569 | 4569 |
| 463.01 SHS - VANGAURD GNMA FUND | P | 2010-06-30 | 2010-11-17 | 5120 | 4787 | 333 | 333 |
| 3985.574 SHS - VANGAURD GNMA FUND | P | 2009-06-30 | 2010-11-17 | 44076 | 41210 | 2866 | 2866 |
| 11.68 SHS - BLACKROCK INFLATION | P | 2010-06-30 | 2010-12-22 | 124 | 113 | 11 | 11 |
| 2803.167 SHS - VANGAURD TOTAL BD MKT | P | 2009-04-02 | 2010-12-03 | 30000 | 28363 | 1637 | 1637 |
| 28132 SHS - MDU RESOURCES GROUP | P | 2010-12-01 | 2010-12-14 | 570961 | 581348 | -10387 | -10387 |
| 525.294 SHS - BLACKROCK INFLATION | P | 2009-06-30 | 2010-12-22 | 5563 | 5094 | 469 | 469 |
| CAPITAL GAINS DIVIDENDS | P | 2305 | 2305 | 2305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7838 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13016 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 360346 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036121 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 22000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 480871 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045750 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 38071 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 583090 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.065292 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36128 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 551934 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.065457 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 30000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 517316 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057992 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270612 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054122 | AverageDistributionRatio |
| Net Noncharitable Assets | 420995 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22785 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 256 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23041 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 23884 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 256 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 256 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 256 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 240 | TotalCreditsAndPayments |
| Tax Due | 16 | 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 | 426576 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 830 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 427406 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 427406 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6411 | CashDeemedCharitable |
| Net Noncharitable Assets | 420995 | NetNoncharitableAssets |
| Minimum Investment Return | 21050 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21050 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 256 | TaxBasedOnInvestmentIncome |
| Total Tax | 256 | TotalTax |
| Distributable Amount Before Adj | 20794 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 20794 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 20794 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23884 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 23884 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 256 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23628 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20794 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 7327 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10822 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 18149 | TotalExcessDistriCarryover |
| Qualifying Distributions | 23884 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20794 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3090 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 21239 | 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 | 21239 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7327 | ExcessFromYear4 |
| Excess From Year3 | 10822 | ExcessFromYear3 |
| Excess From Current Year | 3090 | ExcessFromCurrentYear |
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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AUSTIN PETS ALIVE | |||||||
| 2807 MANCHACA ROAD | AUSTIN | TX | 78704 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| FAMILY ABUSE CENTER | |||||||
| PO BOX 20395 | WACO | TX | 76702 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| REICHER CATHOLIC HIGH SCHOOL | |||||||
| 2102 N 23RD STREET | WACO | TX | 76708 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 |
| TALITHA KOUM INSTITUTE | |||||||
| 1311 CLAY AVENUE | WACO | TX | 76706 | NONE | 501(C)(3) | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23000 | 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 | $19,712 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,838 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,550 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27550 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | FM GLORIA YOUNG | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3025 MT CARMEL | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 76710 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 581348 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 28,132 SHARES OF MDU RESOURCES GROUP COMMON STOCK | NoncashPropertyDescription |
| Fair Market Value | 581348 | FairMarketValue |
| Date Received | 2010-12-01 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $884 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 884 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGAURD GNMA FUND ADMIRAL | 0 | 0 |
| BLACKROCK INFLATON PROTECTED BD FD | 184 | 202 |
| VANGUARD TOTAL BD MKT INDEX FUND | 69206 | 72477 |
| PIMCO INVESTMENT GRADE | 97390 | 93839 |
| TEMPLETON GLOBAL TOTAL | 105021 | 108927 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JP MORGAN MORTGAGE | 97691 | 98166 |
| AMERICAN FD CAPITAL | 80000 | 80220 |
| ARTIO INTL EQUITY FUND | 34695 | 34271 |
| ARTISAN INTL FUND | 34000 | 34173 |
| CALAMOS GLOBAL GROWTH | 57572 | 62898 |
| DFA INTL SMALL CO | 46000 | 47102 |
| DODGE & COX INTL STOCK | 63000 | 63394 |
| DODGE & COX STOCK FUND | 51000 | 50809 |
| PRIMECAP ODYSSEY STOCK | 69000 | 68999 |
| PRUDENTIAL JENNISON | 34000 | 33727 |
| TOUCHSTONE SANDS CAPITAL | 46000 | 45528 |
| VANGAURD EMERGING MARKETS | 50983 | 52238 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $206 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $1,880 | Amount |
| Net Investment Income | 1880 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED EXCISE TAX PAYMENTS | Category |
| Amount | $232 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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