THE YONGE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE YONGE FOUNDATION (EIN 74-2846089)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-13
- IRS object ID
- 202241649349100419
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-13T13:53:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742756394 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES COX CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 CAPITAL OF TEXAS HWY SOUTH | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787465204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742846089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE YONGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YONG | BusinessNameControlTxt |
| Phone | 5124660541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 HILLVIEW ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON YONGE | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 5124660541 | PhoneNum |
| Signature | 2022-06-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JON | PersonFirstNm |
| Person Last | YONGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES COX CPA | PreparerPersonNm |
| PTIN | P00153962 | PTIN |
| Phone | 5123285122 | PhoneNum |
| Preparation | 2022-06-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,581,931 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $575,495 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,013 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$63,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,672,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,949 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $265,299 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $924,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,859 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,300 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,545 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,417 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $86,411 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,770 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $192,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,487 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,892 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,892 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $793,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,487 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $665,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,281 | CashBOYAmt |
| Cash EOY | $497,514 | CashEOYAmt |
| Cash EOYFMV | $497,514 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,285,576 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl BOY | $1,041,269 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $4,333,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,339,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,961,904 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $78,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,174 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $122,513 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,783,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,922,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,581,931 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,783,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,922,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,783,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,922,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,783,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,922,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,783,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,195 | OtherIncreasesAmt |
| Subtotal | $12,922,124 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,922,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $565 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $565 | SubtotalAmt |
| Tax Based On Investment Income | $565 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $579 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JON YONGE | IndividualWithBooksNm |
| Phone | 5124660541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 HILLVIEW | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE P YONGE | |||||||||
| 3204 HILLVIEW | AUSTIN | TX | 78703 | TREASURER | 1.00 | $0 | $0 | $0 | |
| JON CHRISTIAN YONGE | |||||||||
| 2834 MONTEBELLO ROAD | AUSTIN | TX | 78746 | SECRETARY | 1.00 | $0 | $0 | $0 | A-4 |
| JON YONGE | |||||||||
| 3204 HILLVIEW | AUSTIN | TX | 78703 | CO-PRESIDENT | 10.00 | $47,500 | $0 | $0 | |
| WESTON YONGE | |||||||||
| 2834 MONTEBELLO ROAD | AUSTIN | TX | 78746 | CO-PRESIDENT | 10.00 | $47,500 | $0 | $0 | A4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,076,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,455,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $367,785 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,899,078 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,899,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,690,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $684,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $684,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $565 | TotalTaxAmt |
| Distributable Before Adj | $683,965 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $683,965 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $683,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $665,892 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $665,892 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $683,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $599,114 | UndistributedIncomePYAmt |
| Qualifying Distributions | $665,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $599,114 | AppliedToYear1Amt |
| Applied To Current Year | $66,778 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $617,187 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JON C YONGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 HILLVIEW | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124660541 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO REQUIRED FORMAT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AUSTIN HIGH SCHOOL | |||||||
| 1715 W CESAR CHAVEZ | AUSTIN | TX | 78703 | GENERAL FUND | $5,877 | ||
| YMCA CAMP MOODY AUSTIN | |||||||
| 3208 RED RIVER STE 200 | AUSTIN | TX | 78705 | GENERAL FUND | $50,000 | ||
| O HENRY MIDDLE SCHOOL PTA | |||||||
| 2610 W 10TH STREET | AUSTIN | TX | 78703 | GENERAL FUND | $6,500 | ||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4009 BANNISTER LANE STE 2 | AUSTIN | TX | 78704 | GENERAL FUND | $1,000 | ||
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 MONTOPOLIS | AUSTIN | TX | 78744 | GENERAL FUND | $15,000 | ||
| THE ARC CAPITAL AREA | |||||||
| 4902 GROVER AVENUE | AUSTIN | TX | 78756 | GENERAL FUND | $30,298 | ||
| NATIONAL CENTER MISS AND EXPLOITED | |||||||
| 333 JOHN CARLYLE ST 125 | ALEXANDRIA | VA | 22314 | GENERAL FUND | $10,000 | ||
| BREAST CANCER RESOURCE CENTER | |||||||
| 4897 SPICEWOOD SPRINGS 1- | AUSTIN | TX | 78759 | GENERAL FUND | $10,298 | ||
| FOUNDATION COMMUNITIES | |||||||
| 2900 S IH 35 | AUSTIN | TX | 78704 | GENERAL FUND | $11,317 | ||
| SEEDLING FOUNDATION | |||||||
| 8001 CENTRE PARK DR 140 | AUSTIN | TX | 78754 | GENERAL FUND | $15,010 | ||
| CEDAR CREEK ELEMENTARY BOOSTER CLUB | |||||||
| 3301 PINNACLE ROAD | AUSTIN | TX | 78746 | GENERAL FUND | $2,500 | ||
| RED OAK HOPE | |||||||
| 4301 W WILLIAM CANNON | AUSTIN | TX | 78749 | GENERAL FUND | $70,000 | B150 185 | |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | GENERAL FUND | $137,500 | ||
| HABITAT FOR HUMANITY | |||||||
| 500 W BEN WHITE | AUSTIN | TX | 78704 | GENERAL FUND | $5,000 | ||
| YOUNG LIFE | |||||||
| PO BOX 5184 | HARLAN | IA | 51593 | GENERAL FUND | $1,000 | ||
| THE MUNY CONSERVANCY | |||||||
| 1800 NUECES ST | AUSTIN | TX | 78701 | GENERAL FUND | $10,000 | ||
| EXPLORE AUSTIN | |||||||
| 1111 W 24TH STREET | AUSTIN | TX | 78705 | GENERAL FUND | $10,520 | ||
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | GENERAL FUND | $1,000 | ||
| MAGDALENE HOUSE | |||||||
| 3112 WINDSOR ROAD | AUSTIN | TX | 78703 | GENERAL FUND | $5,000 | ||
| AUSTIN PARKS FOUNDATION | |||||||
| PO BOX 6160 | AUSTIN | TX | 78762 | GENERAL FUND | $15,000 | ||
| THE REFUGE | |||||||
| PO BOX 90804 | AUSTIN | TX | 78709 | GENERAL FUND | $10,522 | ||
| FEAST | |||||||
| 136 EVERETT ROAD | ALBANY | NY | 12205 | GENERAL FUND | $1,036 | ||
| FLATWATER FOUNDATION | |||||||
| 2499 S CAPITAL OF TEXAS | AUSTIN | TX | 78746 | GENERAL FUND | $2,084 | ||
| THE ALLIANCE | |||||||
| 4400 N CONGRESS AVENUE | WEST PALM BEACH | FL | 33407 | GENERAL FUND | $7,350 | ||
| CENTER FOR CHILD PROTECTION | |||||||
| 1927 LOHMANS CROSSING | LAKEWAY | TX | 78734 | GENERAL FUND | $1,000 | ||
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | GENERAL FUND | $20,000 | ||
| THE SALVATION ARMY | |||||||
| 4700 MANOR ROAD | AUSTIN | TX | 78723 | GENERAL FUND | $10,000 | ||
| MOBILE LOAVES AND FISHES | |||||||
| 9301 HOG EYE ROAD | AUSTIN | TX | 78724 | GENERAL FUND | $25,800 | ||
| MOSS PIERATT FOUNDATION | |||||||
| 11 SCOTT CRES | AUSTIN | TX | 78733 | GENERAL FUND | $1,000 | ||
| TEXAS PROMOTIONS AND EVENTS | |||||||
| PO BOX 200996 | AUSTIN | TX | 78720 | GENERAL FUND | $1,000 | ||
| AUSTIN WOMENS SYMPHONY LEAGUE | |||||||
| PO BOX 5988 | AUSTIN | TX | 78763 | GENERAL FUND | $675 | ||
| WEST AUSTIN YOUTH ASSOCIAION | |||||||
| 1314 EXPOSITION BLVD | AUSTIN | TX | 78703 | GENERAL FUND | $5,000 | ||
| THE REFUGE | |||||||
| PO BOX 90804 | AUSTIN | TX | 78709 | GENERAL FUND | $4,000 | ||
| DAVID PHILLIPS FOUNDATION | |||||||
| 2205 TOWNES LANE | AUSTIN | TX | 78703 | GENERAL FUND | $2,000 | ||
| PETA | |||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | GENERAL FUND | $20,220 | ||
| METAVIVOR | |||||||
| 1783 FOREST DRIVE | ANNAPOLIS | MD | 21401 | GENERAL FUND | $10,500 | ||
| YOUTH AND FAMILY SERVICES | |||||||
| 1920 N PLAZA BLVD | RAPID CITY | SD | 57709 | GENERAL FUND | $15,000 | ||
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | GENERAL FUND | $10,220 | ||
| HUNGRY SOULS | |||||||
| 7401 W SLAUGHTER LANE | AUSTIN | TX | 78739 | GENERAL FUND | $5,145 | ||
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | GENERAL FUND | $5,200 | ||
| LUSTGARTEN FOUNDATION | |||||||
| 415 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | GENERAL FUND | $10,320 | ||
| PEACEFUL VALLEY DONKEY RESCUE | |||||||
| 8317 DUCKWORTH ROAD | SAN ANGELO | TX | 76905 | GENERAL FUND | $5,000 | ||
| AMERICA'S NATIONAL BALLET | |||||||
| 890 BROADWAY | NEW YOUK | NY | 10003 | GENERAL FUND | $10,000 | ||
| HELP MICHAEL | |||||||
| 855 JEFFERSON | LOS ANGELES | CA | 94550 | GENERAL FUND | $5,000 | NONE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,892 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,013 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $131,469 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$63,916 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BROWN & YONGE LLC | 16 | $33,084 |
| OAKWOOD DEVELOPMENT | 34 | $232,215 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $265,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $83,566 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,865 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF GEORGE A YONGE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 HILLVIEW ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $575,495 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,300 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHED | PURCHASE | $1,724,835 | $1,746,471 | -$21,636 |
| SEE ATTACHED | PURCHASE | $935,679 | $989,908 | -$54,229 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO ADVISORS | ||
| WELLS FARGO FIXED INCOME | $6,239,036 | $6,130,020 |
| WELLS FARGO SECURITIES PORTFOLIO | $5,800,400 | $6,516,855 |
| WELLS FARGO REAL ASSET FUNDS | $300,000 | $315,029 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN & YONGE LLC | AT COST | $57,248 | $86,034 |
| OAKWOOD DEVELOPMENT | AT COST | $27,926 | $36,479 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT ADVISORY FEES | $80,629 | $80,629 | |
| MISCELLANEOUS | $5,770 | $5,770 | |
| MISCELLANEOUS FEES | $12 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BROWN & YONGE LLC | $33,084 |
| OAKWOOD DEVELOPMENT | $232,215 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $8,195 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WY&JY LTD | BusinessNameLine1Txt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $3,417 | $3,417 | |
| FOREIGN TAX PAID | $2,545 | $2,545 |