2026-03-31T13:06:42-05:00 2025-12-31 742533381 JRBT PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990PF 2025-01-01 201349638 FM AND GLORIA YOUNG FAMILY FOUNDATION FMAN 2547729367 3025 MT CARMEL DR WACO TX 76710 GLORIA YOUNG PRESIDENT/SECRETARY/DIRECTOR 2547729367 2026-03-30 1 TODD E CLEMMER P00258953 2547764190 2026-03-30 2025 2025-03-06 01:10:19Z X 1531168 X X 44078 44078 66968 192747 66968 111046 111046 0 0 0 575 288 287 3657 3657 0 1907 0 0 6139 3945 287 52500 52500 58639 3945 52787 52407 107101 -1 4800 11930 11930 1258531 1303807 1519238 1263330 1315737 1531168 0 0 X 1263330 1315737 1263330 1315737 1263330 1315737 1263330 52407 0 1315737 0 1315737 ISHARES RUSSELL 2000 ETF P 2025-03-17 24322 22795 1527 1527 VANGUARD GROWTH ETF P 2025-03-17 69865 45251 24614 24614 VANGUARD VALUE ETF P 2025-03-17 36780 30437 6343 6343 VANGUARD GROWTH ETF P 2025-12-18 20514 12190 8324 8324 VANGUARD S&P 500 ETF P 2025-12-18 24732 15106 9626 9626 CAPITAL GAINS DIVIDENDS P 16534 16534 16534 66968 1489 0 1489 0 1489 1200 0 0 0 1200 0 289 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 MOUNT CARMEL DRIVE WACO TX 76710 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLORIA YOUNG 3025 MT CARMEL WACO TX 76710 PRESIDENT/SECRETARY/DIRECT 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 1459565 15999 0 1475564 0 0 1475564 22133 1453431 72672 72672 1489 1489 71183 0 71183 0 71183 52787 0 52787 71183 10926 0 0 52787 10926 0 0 41861 0 0 0 0 0 0 0 0 29322 0 0 0 GLORIA YOUNG X BAYLOR UNIVERSITY ONE BEAR PLACE 97050 WACO TX 76798 NONE PC TEXAS COLLECTION-SPECIAL 5000 COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 NONE PC ISRAELI SOCIAL SERVICE AGENCY 500 EAGLE'S WINGS RETREAT CENTER PO BOX 248 BURNET TX 78611 NONE PC ENDOWMENT 5000 FAMILY ABUSE CENTER PO BOX 20395 WACO TX 76702 NONE PC GENERAL OPPERATING SUPPORT 1000 SHRINERS CHILDREN'S HOSPITAL 2900 ROCKY POINT DR TAMPA FL 33607 NONE PC PEDIATRIC SPECIALTY CARE 1000 THE SALVATION ARMY WACOMCLENNAN COUNTY 4721 WEST WACO DRIVE WACO TX 76703 NONE PC COMMUNITY DEVELOPMENT 15000 BAYLOR UNIVERSITY ONE BEAR PLACE 97050 WACO TX 76798 NONE PC VERA DANIEL MEMORIAL VILLAGE BEAUTIFICATION FUND 5000 MCLENNAN COMMUNITY COLLEGE FOUNDATION 1400 COLLEGE DR WACO TX 76708 NONE PC STUDENT SCHOLARSHIPS 5000 SPEEGLEVILLE VOLUNTEER FIRE DEPARTMENT PO BOX 23586 WACO TX 76702 NONE PC NEW FIRE STATION BUILDING FUND 15000 52500 0 14 44078 18 66968 01 0 111046 0 111046 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 575 288 287 DODGE & COX GLOBAL 158557 197744 DODGE & COX INCOME FUND 195171 180339 PIMCO INCOME INST 239945 230532 VANGUARD FTSE DEVELOPED 35445 49914 VANGUARD INTL GROWTH FD 94412 111844 VANGUARD VALUE ETF 29470 37243 VANGUARD FTSE EMERGING 43842 54835 VANGUARD FTSE PACIFIC 45537 60568 VANGUARD GROWTH ETF 70284 110744 VANGUARD S&P 500 ETF 187462 264022 BAIRD CORE PLUS BOND INS 157143 161144 ISHARES RUSSELL 2000 46539 60309 INVESTMENT FEES 3657 3657 0 ESTIMATED TAX PAYEMENTS 1200 0 0 TAX PAYMENTS 707 0 0