F M AND GLORIA YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
F M AND GLORIA YOUNG FAMILY FOUNDATION (EIN 20-1349638)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-31
IRS object ID
202610909349100906
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-31T13:06:42-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742533381PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JRBT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15400 BOSQUE BLVD STE 600AddressLine1Txt
CityWACOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP767104459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201349638EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FM AND GLORIA YOUNG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFMANBusinessNameControlTxt
Phone2547729367PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13025 MT CARMEL DRAddressLine1Txt
CityWACOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIA YOUNGPersonNm
Person TitlePRESIDENT/SECRETARY/DIRECTORPersonTitleTxt
Phone2547729367PhoneNum
Signature2026-03-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD E CLEMMERPreparerPersonNm
PTINP00258953PTIN
Phone2547764190PhoneNum
Preparation2026-03-30PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,531,168FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$44,078DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,078DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,968NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$192,747GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,968CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,046TotalRevAndExpnssAmt
Total Net Invst Incm$111,046TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$288AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$287AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,657OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,657OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,907TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,139TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,945TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$287TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,639TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,945TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,787TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$52,407ExcessRevenueOverExpensesAmt
Net Investment Income$107,101NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Sav And Temp Cash Invst BOY$4,800SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,930SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,930SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,258,531CorporateStockBOYAmt
Corporate Stock EOY$1,303,807CorporateStockEOYAmt
Corporate Stock EOYFMV$1,519,238CorporateStockEOYFMVAmt
Total Assets BOY$1,263,330TotalAssetsBOYAmt
Total Assets EOY$1,315,737TotalAssetsEOYAmt
Total Assets EOYFMV$1,531,168TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,263,330NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,315,737NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,263,330TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,315,737TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,263,330TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,315,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,263,330TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$52,407ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,315,737SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,315,737TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES RUSSELL 2000 ETFP2025-03-17$24,322$22,795$1,527$1,527
VANGUARD GROWTH ETFP2025-03-17$69,865$45,251$24,614$24,614
VANGUARD VALUE ETFP2025-03-17$36,780$30,437$6,343$6,343
VANGUARD GROWTH ETFP2025-12-18$20,514$12,190$8,324$8,324
VANGUARD S&P 500 ETFP2025-12-18$24,732$15,106$9,626$9,626
CAPITAL GAINS DIVIDENDSP$16,534$16,534$16,534
FieldValueIRS element (for citing)
Capital Gain Net Income$66,968CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,489InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,489SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,489TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$289TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGLORIA YOUNGIndividualWithBooksNm
Phone2547729367PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13025 MOUNT CARMEL DRIVEAddressLine1Txt
CityWACOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76710ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLORIA YOUNG
3025 MT CARMELWACOTX76710PRESIDENT/SECRETARY/DIRECT0.00$0$0$0
DAVIS YOUNG
5204 WHISTLING STRAITSCOLLEGE STATIONTX77845DIRECTOR0.00$0$0$0
MELANIE SHEEDY
108 CREEK RIDGEWACOTX76708DIRECTOR0.00$0$0$0
KIMBERLY JUNG
6130 MT SELMAWACOTX76710DIRECTOR0.00$0$0$0
SUSAN ABPLANALP
1722 CAMP CRAFT ROADAUSTINTX78746DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,459,565AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,999AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,475,564TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,475,564AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,453,431NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,672MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,672MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,489TaxBasedOnInvestmentIncomeAmt
Total Tax$1,489TotalTaxAmt
Distributable Before Adj$71,183DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$71,183DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$71,183DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,787ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,787QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,183DistributableAsAdjustedAmt
Undistributed Income PY$10,926UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$52,787QualifyingDistributionsAmt
Applied To Year1$10,926AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,861AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$29,322UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGLORIA YOUNGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAYLOR UNIVERSITY
ONE BEAR PLACE 97050WACOTX76798NONEPCTEXAS COLLECTION-SPECIAL$5,000
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213NONEPCISRAELI SOCIAL SERVICE AGENCY$500
EAGLE'S WINGS RETREAT CENTER
PO BOX 248BURNETTX78611NONEPCENDOWMENT$5,000
FAMILY ABUSE CENTER
PO BOX 20395WACOTX76702NONEPCGENERAL OPPERATING SUPPORT$1,000
SHRINERS CHILDREN'S HOSPITAL
2900 ROCKY POINT DRTAMPAFL33607NONEPCPEDIATRIC SPECIALTY CARE$1,000
THE SALVATION ARMY WACOMCLENNAN COUNTY
4721 WEST WACO DRIVEWACOTX76703NONEPCCOMMUNITY DEVELOPMENT$15,000
BAYLOR UNIVERSITY
ONE BEAR PLACE 97050WACOTX76798NONEPCVERA DANIEL MEMORIAL VILLAGE BEAUTIFICATION FUND$5,000
MCLENNAN COMMUNITY COLLEGE FOUNDATION
1400 COLLEGE DRWACOTX76708NONEPCSTUDENT SCHOLARSHIPS$5,000
SPEEGLEVILLE VOLUNTEER FIRE DEPARTMENT
PO BOX 23586WACOTX76702NONEPCNEW FIRE STATION BUILDING FUND$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,078ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$66,968ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$111,046ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,046TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$575Amt
Net Investment Income$288NetInvestmentIncomeAmt
Disbursements Charitable Prps$287DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX GLOBAL$158,557$197,744
DODGE & COX INCOME FUND$195,171$180,339
PIMCO INCOME INST$239,945$230,532
VANGUARD FTSE DEVELOPED$35,445$49,914
VANGUARD INTL GROWTH FD$94,412$111,844
VANGUARD VALUE ETF$29,470$37,243
VANGUARD FTSE EMERGING$43,842$54,835
VANGUARD FTSE PACIFIC$45,537$60,568
VANGUARD GROWTH ETF$70,284$110,744
VANGUARD S&P 500 ETF$187,462$264,022
BAIRD CORE PLUS BOND INS$157,143$161,144
ISHARES RUSSELL 2000$46,539$60,309

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,657Amt
Net Investment Income$3,657NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED TAX PAYEMENTS$1,200$0$0
TAX PAYMENTS$707$0$0

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