2025-07-15T07:48:28-05:00 2024-12-31 582582911 David H Knopf PC 2040 Centre Stone Court Columbus GA 31904 990PF 2024-01-01 010589836 Yancey Family Foundation YANC 7065968823 5928 Coca Cola Blvd Columbus GA 31909 Stephanie Y Hunter Director 7065968823 2025-07-15 1 0 David H Knopf PC P00061291 7066539130 2025-06-23 2024 2025-03-06 01:10:19Z X 1126163 X X 20542 20542 68822 291551 68822 89364 89364 0 0 0 2895 0 0 7600 7600 0 1617 0 0 12112 7600 0 47000 47000 59112 7600 47000 30252 81764 17540 49528 49528 185808 256314 248925 388301 316059 827710 591649 621901 1126163 0 0 X 591649 621901 591649 621901 591649 621901 591649 30252 0 621901 0 621901 Ishares Tr 7-10 2023-06-30 2024-01-08 2009 1922 87 87 Ishares Rus Md Cp Gr 2022-12-31 2024-01-08 3432 1021 2411 2411 Ishares Rus 1000 Value 2022-12-31 2024-01-08 11202 4706 6496 6496 Ishares Rus 1000 Grw 2022-12-31 2024-01-08 11531 2377 9154 9154 Spdr Gold Tr Gold 2020-11-05 2024-01-08 3592 3127 465 465 Spdr S&P 500 Grw 2022-12-31 2024-01-08 3171 2496 675 675 Vangiard Spec Fd Div 2016-02-12 2024-01-08 2197 965 1232 1232 Ishares Tr 7-10 2024-03-01 2024-03-04 37099 36058 1041 1041 Spdr S&P 500 Grw 2022-12-28 2024-05-08 16456 11230 5226 5226 Spdr S&P 500 Grw 2022-12-28 2024-07-01 24821 15373 9448 9448 Spdr S&P 500 Grw 2022-12-28 2024-09-30 25319 16672 8647 8647 Ishares Tr US Treas Bd 2019-01-24 2024-11-06 28615 31235 -2620 -2620 Ishares Tr Ibonds 25 Trm 2022-09-22 2024-11-07 18742 18781 -39 -39 Spdr ST Treas 2022-12-31 2024-11-29 39305 40423 -1118 -1118 Ishares MSCI 2022-12-31 2024-12-30 381 346 35 35 Ishares Rus Mid Cap Value 2011-04-21 2024-12-30 3266 1210 2056 2056 Ishares Rus Mid Cap Grw 2011-03-04 2024-12-30 3860 901 2959 2959 Ishares Rus 1000 Vl 2011-04-01 2024-12-30 10283 3806 6477 6477 Ishares Rus 1000 Grw 2011-04-01 2024-12-30 14293 2133 12160 12160 Ishares Rus 2000 2022-12-31 2024-12-30 3337 2959 378 378 Ishares Rus TP200 Vl 2024-06-30 2024-12-30 399 374 25 25 Ishares Tr Ibonds 25 Trm 2024-06-30 2024-12-30 708 717 -9 -9 Ishares Tr Ibonds 27 2022-12-31 2024-12-30 3430 3425 5 5 Spdr Gold Tr Gold 2022-12-31 2024-12-30 3625 2459 1166 1166 Spdr MSCI ACWI EX US 2020-07-31 2024-12-30 2953 2494 459 459 Spdr LT Treas 2024-11-27 2024-12-30 3011 3187 -176 -176 Spdr TR Port Intermdit 2022-06-16 2024-12-30 2227 2318 -91 -91 Spdr ST Treasury 2024-09-27 2024-12-30 2169 2210 -41 -41 Spdr Series Treasury 2024-11-05 2024-12-30 1194 1216 -22 -22 Vaneck Gold Miners 2022-10-05 2024-12-30 3426 2533 893 893 Vanguard Spec Fds Div 2022-12-31 2024-12-30 1983 742 1241 1241 Vanguard Intl Equity 2016-07-13 2024-12-30 1778 1439 339 339 Vanguard Scottdale Inter Trm Treasury 2022-12-31 2024-12-30 1737 1874 -137 -137 68822 1137 0 1137 0 1137 0 0 0 0 0 61 1198 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 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 1077168 30065 0 1107233 0 0 1107233 16608 1090625 54531 54531 1137 1137 53394 0 53394 0 53394 47000 0 47000 53394 46358 0 0 47000 46358 0 0 642 0 0 0 0 0 0 0 0 52752 0 0 0 James D Yancey X Animal Ark 7133 Sacerdote Lane Columbus GA 31907 None Public Charity Unrestricted Gift 1250 Boys and Girls Clubs Inc 1700 Buena Vista Road Columbus GA 31906 None Public Charity Unrestricted Gift 5000 Easter Seals of West Georgia Inc PO Box 1690 Fortson GA 31808 None Public Charity Unrestricted Gift 5000 Feeding the Valley Food Bank 6744 Flat Rock Road Midland GA 31820 None Public Charity Unrestricted Gift 7500 MercyMed of Columbus 3702 2nd Ave Columbus GA 31904 None Public Charity Unrestricted Gift 500 Muscogee County Library Foundation 3000 Macon Road Columbus GA 31906 None Public Charity Unrestricted Gift 6625 The Community Foundation of the Chattahoochee Valley 1340 13th Street Columbus GA 31901 None Public Charity Unrestricted Gift 5000 Trinity Episcopal Church 1130 1st Avenue Columbus GA 31901 None Public Charity Unrestricted Gift 5625 Truth Spring Academy 3314 5th Ave Columbus GA 31904 None Public Charity Unrestricted Gift 3000 Wholesale Wave Georgia 777 Cleveland Ave SW Ste 400 Atlanta GA 30315 None Public Charity Unrestricted Gift 1750 Columbus State University 4225 University Avenue Columbus GA 31907 None Public Charity Unrestricted Gift 5000 Food Mill 37187 2nd Avenue Columbus GA 31904 None Public Charity Unrestricted Gift 750 47000 0 522100 20542 68822 20542 0 68822 89364 8 Sale of marketable securities to fund charitable contributions 0 0 0 0 0 0 0 0 0 0 Accounting and Tax Fees 2895 0 0 Synovus Financial Corp - 565 hs 1 28945 Ishares MSCI EAFE 3461 3781 Ishares Russell Midcap Grwth 16390 69206 Ishares Russell Midcap Value 9754 25868 Ishares Russell 1000 Grwth 41548 275484 Ishares Russell 1000 Value 87955 204939 Ishares Russell 2000 ETF 29592 33144 Ishares Russell TP200 VL 6949 7350 Spdr MSCI ACWI 20593 25984 Vanguard ETF Tr Vaneck Gold Miners 23288 31197 Vanguard Intl Equirty Index Fds - Emerging Markets 13819 15194 Vanguard Specialized Div APP 14617 38579 Spdr Gold Tr Gold Shs 48092 68039 256314 248925 0 0 Investment Management fees 7600 7600 0 Federal Excise Tax Payments 1617 0 0