2024-07-01T09:35:15-05:00 2023-12-31 582582911 David H Knopf PC 6416-C Bradley Park Drive Columbus GA 31904 990PF 2023-01-01 010589836 Yancey Family Foundation YANC 7065968823 5928 Coca Cola Blvd Columbus GA 31909 Stephanie Y Hunter Director 7065968823 2024-07-01 1 Stephanie Hunter 999009999 0 David H Knopf PC P00061291 7066539130 2024-06-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1014384 X X 19056 19056 58890 168061 58890 77946 77946 0 0 0 2765 0 0 7503 0 0 459 0 0 10727 0 0 51000 51000 61727 0 51000 16219 77946 69556 17540 17540 138595 160894 159146 399070 388301 813136 25059 24914 24562 632280 591649 1014384 0 0 X 632280 591649 0 0 632280 591649 632280 591649 632280 16219 0 648499 56850 591649 Ishares TR Ibonds 25Trm 2022-09-22 2023-03-07 9401 9332 69 69 Spdr LT Treasury 2023-03-07 2023-11-30 134 148 -14 -14 Spdr S&P 500 Grw 2022-12-28 2023-10-31 289 250 39 39 Vaneck Etf Vaneckgold Miners 2022-10-05 2023-02-02 2050 1646 404 404 Ishares TR Ibonds 25Trm 2022-09-22 2023-10-31 115 117 -2 -2 Ishares US Treas Bd Etf 2019-01-24 2023-10-31 109 124 -15 -15 Spdr Gold Tr Gold Shs 2020-11-05 2023-12-07 9131 8443 688 688 Spdr Msci Acwi 2020-07-31 2023-10-31 1883 1781 102 102 Spdr LT Treasury Etf 2022-06-15 2023-11-30 34108 40081 -5973 -5973 Spdr ST Treasury Etf 2021-06-21 2023-10-31 144 153 -9 -9 Spdr Ser Tr Intrmdit 2022-06-16 2023-10-31 136 145 -9 -9 Vaneck Etf Tr Vaneckgold Miners 2022-10-05 2023-10-31 140 127 13 13 Vanguard Intl Equityindex 2016-07-13 2023-03-07 1200 1079 121 121 Vanguard Reak Estate Etf 2018-12-13 2023-03-16 21869 19789 2080 2080 Vanguard Specializedfunds Div App 2016-02-12 2023-02-02 2370 1139 1231 1231 Ishares Rusell Mid-Cap Value 2011-04-21 2023-02-02 2319 967 1352 1352 Ishares Russell 1000 Value 2011-04-01 2023-10-31 15241 6575 8666 8666 Ishares Tr Rus Md Cpgr Etf 2011-03-04 2023-08-03 24045 7505 16540 16540 Ishares Tr Rus 1000 Grw Etf 2011-04-01 2023-10-31 43377 9770 33607 33607 58890 1083 0 1083 0 1083 240 0 0 0 240 0 843 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 0 N/A Stephanie Y Hunter 7065968823 6672 Waterford Court Columbus GA 31904 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James D Yancey 6049 Roundhill Court Columbus GA 31904 President 0.00 0 0 0 Ruth B Yancey 6049 Roundhill Court Columbus GA 31904 Vice President 0.00 0 0 0 Stephanie Y Hunter 6672 Waterford Court Columbus GA 31904 Secretary 0.00 0 0 0 Roderick C Hunter 6672 Waterford Court Columbus GA 31904 Trustee 0.00 0 0 0 James Brooks Yancey PO Box 64 Midland GA 31820 Trustee 0.00 0 0 0 Jennifer W Yancey PO Box 64 Midland GA 31820 Trustee 0.00 0 0 0 Ross Y Hunter 6672 Waterford Court Columbus GA 31904 Trustee 0.00 0 0 0 Matthew W Hunter 6672 Waterford Court Columbus GA 31904 Trustee 0.00 0 0 0 Ruth C Hunter 6672 Waterford Court Columbus GA 31904 Trustee 0.00 0 0 0 Cara M Hunter 6672 Waterford Court Columbus GA 31904 Trustee 0.00 0 0 0 Josephine B Yancey PO Box 64 Midland GA 31820 Trustee 0.00 0 0 0 Cecelia L Yancey PO Box 64 Midland GA 31820 Trustee 0.00 0 0 0 Charlotte E Yancey PO Box 64 Midland GA 31820 Trustee 0.00 0 0 0 Estelle M Yancey PO Box 64 Midland GA 31820 Trustee 0.00 0 0 0 Margaret Yancey PO Box 64 Midland GA 31820 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 962793 22838 0 985631 0 0 985631 14784 970847 48542 48542 1083 1083 47459 0 47459 0 47459 51000 0 51000 47459 49899 0 0 51000 49899 0 0 1101 0 0 0 0 0 0 0 0 46358 0 0 0 James D Yancey X Trinity Episcopal Church 1130 1st Avenue Columbus GA 31901 None Public Charity Unrestricted Gift 1000 Boys and Girls Clubs Inc 1700 Buena Vista Road Columbus GA 31906 None Public Charity Unrestricted Gift 1000 Easter Seals of West Georgia Inc PO Box 1690 Fortson GA 31808 None Public Charity Unrestricted Gift 1000 Feeding the Valley Food Bank 6744 Flat Rock Road Midland GA 31820 None Public Charity Unrestricted Gift 1250 MercyMed of Columbus 3702 2nd Ave Columbus GA 31904 None Public Charity Unrestricted Gift 2500 Muscogee County Library Foundation 3000 Macon Road Columbus GA 31906 None Public Charity Unrestricted Gift 36800 The Community Foundation of the Chattahoochee Valley 1340 13th Street Columbus GA 31901 None Public Charity Unrestricted Gift 5000 Truth Spring Academy 3314 5th Ave Columbus GA 31904 None Public Charity Unrestricted Gift 2000 Animal Ark 7133 Sacerdote Lane Columbus GA 31907 None Public Charity Unrestricted Gift 450 51000 0 523000 19056 58890 19056 0 58890 77946 8 Sale of marketable securities to fund charitable contributions 0 0 0 0 0 0 0 0 0 0 Accounting and Tax Fees 2765 0 0 Synovus Financial Corp - 565 hs 1 21272 Ishares MSCI EAFE 3807 4144 Ishares Russell Midcap Grwth 18311 63721 Ishares Russell Midcap Value 10964 26165 Ishares Russell 1000 Grwth 46058 230409 Ishares Russell 1000 Value 96468 203258 Ishares Russell 2000 ETF 32551 33117 Spdr MSCI ACWI 23087 27986 Spdr Portfolio S&P 500 Grwth 45771 57903 Vanguard ETF Tr Vaneck Gold Miners 25821 31630 Vanguard Intl Equirty Index Fds - Emerging Markets 15258 15824 Vanguard Specialized Div APP 16324 37488 Spdr Gold Tr Gold Shs 53880 60219 160894 159146 0 0 Spdr Ser Tr Portfli Intrmdit FMV 24914 24562 Contributions paid in 2022, clearing account in 2023 56850 Investment Management fees 7503 0 0 Federal Excise Tax Payments 459 0 0