TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2018

Open to Public Inspection

For calendar year 2018, or tax year beginning 05-01-2018 , and ending 04-30-2019

Name of foundation
RACHEL YOUNKER FOUNDATION TRUST

Number and street (or P.O. box number if mail is not delivered to street address)453 7TH STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DES MOINES, IA50309

A Employer identification number

42-6271667

B Telephone number (see instructions)

(515) 245-2969

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,046,951J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	22,034		22,034
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		68,245
b	Gross sales price for all assets on line 6a 410,257
7	Capital gain net income (from Part IV, line 2)...			68,245
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	90,279		90,279
13	Compensation of officers, directors, trustees, etc.	10,255		5,128		5,128
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		682	0	0	682
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		750	375		375
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		1,920	480		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	13,607		5,983	0	6,185
25	Contributions, gifts, grants paid.......	50,449				50,449
26	Total expenses and disbursements. Add lines 24 and 25	64,056		5,983	0	56,634
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	26,223
b	Net investment income (if negative, enter -0-)			84,296
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2018)

Form 990-PF (2018)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	24,698	127,787	127,787
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	641,975	607,035	815,130
	c	Investments—corporate bonds (attach schedule).......	146,509	102,432	104,034
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	813,182	837,254	1,046,951
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	813,182	837,254
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions).....	813,182	837,254
	31	Total liabilities and net assets/fund balances (see instructions).	813,182	837,254

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............

813,182

Enter amount from Part I, line 27a .....................

26,223

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

839,405

Decreases not included in line 2 (itemize) bullet

2,151

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

837,254

Form 990-PF (2018)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	1. AMAZON .COM, INC		2016-01-29	2018-05-17
b	16. CHEVRONTEXACO CORPORATION		2016-03-14	2018-05-17
c	38. CONOCOPHILLIPS		2016-04-25	2018-05-17
d	439. SNAP INC - A			2018-05-17
e	15. VALERO ENERGY CORPORATION		2014-11-12	2018-05-17
	30. WALGREENS BOOTS ALLIANCE, INC.		2018-02-22	2018-05-17
	63. WALGREENS BOOTS ALLIANCE, INC.			2018-05-17
	230. APPLIED MATERIALS			2018-07-12
	4. ADOBE SYSTEMS		2018-02-22	2018-08-30
	1. AMAZON .COM, INC		2016-01-29	2018-08-30
	5. AMERICAN WATER WORKS CO INC		2016-02-16	2018-08-30
	17. APPLE INC			2018-08-30
	19. BANK OZK		2018-02-22	2018-08-30
	2. BLACKROCK INC		2014-11-12	2018-08-30
	11. FISERV INC		2010-03-01	2018-08-30
	34. INTERNATIONAL PAPER		2016-09-26	2018-08-30
	12. LAM RESEARCH CORPORATION		2016-04-25	2018-08-30
	10. LOWES COMPANIES INC		2015-11-05	2018-08-30
	35. MASCO		2016-09-26	2018-08-30
	15. MASTERCARD INC		2011-06-24	2018-08-30
	27. MERCK & CO INC		2016-03-08	2018-08-30
	27. MORGAN STANLEY		2015-10-27	2018-08-30
	8. O'REILLY AUTOMOTIVE INC		2013-10-24	2018-08-30
	22. PEPSICO INC		2016-09-26	2018-08-30
	7. PROCTER & GAMBLE		2016-06-14	2018-08-30
	15. PRUDENTIAL FINANCIAL INC		2013-10-15	2018-08-30
	17. ROSS STORES INC.		2011-06-24	2018-08-30
	18. SYSCO CORP		2016-09-26	2018-08-30
	4. THERMO ELECTRON		2011-06-24	2018-08-30
	4. UNITEDHEALTH GROUP INCORPORATED		2016-09-26	2018-08-30
	53. VULCAN MATERIALS COMPANY			2018-08-30
	10. XPO LOGISTICS INC		2017-03-28	2018-08-30
	5. ZOETIS INC		2016-09-26	2018-08-30
	13. MEDTRONIC PLC (FOREIGN)			2018-08-30
	62. AES CORPORATION		2016-05-04	2018-09-14
	4. ADOBE SYSTEMS		2018-02-22	2018-09-14
	2. ALPHABET INC-CL A		2014-11-12	2018-09-14
	1. AMAZON .COM, INC		2016-01-29	2018-09-14
	6. AMERICAN TOWER CORP		2014-11-12	2018-09-14
	8. AMERICAN WATER WORKS CO INC		2016-02-16	2018-09-14
	10. APPLE INC		2011-06-24	2018-09-14
	15. BANK OZK		2018-02-22	2018-09-14
	2. BLACKROCK INC			2018-09-14
	6. BROADCOM INC COM		2015-06-23	2018-09-14
	11. CVS CORPORATION		2013-10-15	2018-09-14
	8. CELGENE CORPORATION		2011-06-24	2018-09-14
	10. CHEVRONTEXACO CORPORATION			2018-09-14
	17. CISCO SYSTEMS INC		2017-03-28	2018-09-14
	15. COGNIZANT TECH SOLUTIONS CORP		2013-10-15	2018-09-14
	22. COMCAST CORPORATION NEW CL A		2011-06-24	2018-09-14
	11. CONOCOPHILLIPS		2016-04-25	2018-09-14
	7. DXC TECHNOLOGY COMPANY		2018-08-30	2018-09-14
	12. DANAHER CORP		2010-05-05	2018-09-14
	1. FACEBOOK INC-A		2017-07-21	2018-09-14
	3. FACEBOOK INC-A		2017-07-21	2018-09-14
	4. FEDEX CORPORATION		2018-02-22	2018-09-14
	15. FISERV INC		2010-03-01	2018-09-14
	8. GENERAL DYNAMICS CORP		2016-09-26	2018-09-14
	8. HONEYWELL INTERNATIONAL INC.		2016-06-07	2018-09-14
	11. INTEL CORP		2017-12-06	2018-09-14
	12. INTERCONTINENTALEXCHANGE GROUP, INC		2018-02-22	2018-09-14
	12. INTERNATIONAL PAPER		2016-09-26	2018-09-14
	13. J P MORGAN CHASE & CO		2011-06-24	2018-09-14
	7. JOHNSON & JOHNSON		2015-11-05	2018-09-14
	4. LAM RESEARCH CORPORATION		2016-04-25	2018-09-14
	4. ESTEE LAUDER COMPANIES INC		2018-05-17	2018-09-14
	13. LOWES COMPANIES INC		2015-11-05	2018-09-14
	24. MASCO			2018-09-14
	7. MASTERCARD INC		2011-06-24	2018-09-14
	13. MERCK & CO INC		2016-03-08	2018-09-14
	16. MICROSOFT CORP		2011-06-24	2018-09-14
	18. MORGAN STANLEY		2015-10-27	2018-09-14
	2. O'REILLY AUTOMOTIVE INC		2013-10-24	2018-09-14
	8. PNC FINANCIAL SERVICES GROUP		2013-12-24	2018-09-14
	6. PEPSICO INC		2016-09-26	2018-09-14
	10. PROCTER & GAMBLE		2016-06-14	2018-09-14
	9. PRUDENTIAL FINANCIAL INC		2013-10-15	2018-09-14
	34. PULTE CORP		2016-07-15	2018-09-14
	12. ROSS STORES INC.		2011-06-24	2018-09-14
	11. SCHLUMBERGER LTD		2016-11-14	2018-09-14
	4. SIMON PROPERTY GROUP INC		2016-06-14	2018-09-14
	1. SIMON PROPERTY GROUP INC		2016-06-14	2018-09-14
	12. STARBUCKS CORP		2017-12-06	2018-09-14
	6. SUNTRUST BANKS		2018-03-20	2018-09-14
	11. SUNTRUST BANKS		2018-03-20	2018-09-14
	8. SYSCO CORP		2016-09-26	2018-09-14
	6. THERMO ELECTRON			2018-09-14
	4. UNITEDHEALTH GROUP INCORPORATED		2016-09-26	2018-09-14
	5. VALERO ENERGY CORPORATION		2014-11-12	2018-09-14
	23. VERIZON COMMUNICATIONS		2013-12-24	2018-09-14
	4. VISA INC-A		2018-08-30	2018-09-14
	8. WALMART STORES, INC.		2009-07-09	2018-09-14
	10. XPO LOGISTICS INC		2017-03-28	2018-09-14
	8. ZOETIS INC		2016-09-26	2018-09-14
	9. ATHENE HOLDING LTD-CLASS A (FOREIGN)		2017-04-19	2018-09-14
	10. MEDTRONIC PLC (FOREIGN)		2011-12-20	2018-09-14
	8. LYONDELLBASELL INDUSTRIES NV-CL A (FOREI		2018-08-30	2018-09-14
	39. ISHARES RUSSELL 2000 INDEX FUND (ETF)		2011-06-24	2018-09-21
	674. ISHARES MSCI EAFE INDEX FUND (ETF)		2014-11-12	2018-10-03
	52. ISHARES RUSSELL 2000 INDEX FUND (ETF)		2011-06-24	2018-10-03
	488. VANGUARD TOTAL BOND MARKET ETF			2018-10-03
	171. VANGUARD FTSE EMERGING MARKETS ETF		2013-10-15	2018-10-03
	.8 GARRETT MOTION INC		2016-06-07	2018-10-09
	604. VANGUARD REIT ETF		2018-10-03	2018-10-09
	9. GARRETT MOTION INC			2018-10-12
	.333 RESIDEO TECHNOLOGIES INC		2016-06-07	2018-11-06
	156. BANK OZK		2018-02-22	2018-12-12
	69. DXC TECHNOLOGY COMPANY		2018-08-30	2018-12-12
	15. BROADCOM INC COM			2018-12-21
	29. CHEVRONTEXACO CORPORATION		2016-03-28	2018-12-21
	16. DANAHER CORP			2018-12-21
	16. GENERAL DYNAMICS CORP			2018-12-21
	65. GENERAL DYNAMICS CORP			2018-12-21
	16. INTERCONTINENTALEXCHANGE GROUP, INC		2018-02-22	2018-12-21
	11. JOHNSON & JOHNSON		2015-11-05	2018-12-21
	42. LOWES COMPANIES INC			2018-12-21
	9. MICROSOFT CORP		2011-06-24	2018-12-21
	8. PEPSICO INC		2016-09-26	2018-12-21
	87. PULTE CORP		2016-07-15	2018-12-21
	16. RESIDEO TECHNOLOGIES INC			2018-12-21
	13. ROSS STORES INC.			2018-12-21
	5. SIMON PROPERTY GROUP INC		2016-06-14	2018-12-21
	33. STARBUCKS CORP		2017-12-06	2018-12-21
	4. THERMO ELECTRON		2011-12-20	2018-12-21
	38. VERIZON COMMUNICATIONS			2018-12-21
	93. ATHENE HOLDING LTD-CLASS A (FOREIGN)		2017-04-19	2018-12-21
	34. ATHENE HOLDING LTD-CLASS A (FOREIGN)		2018-02-22	2018-12-21
	51. CELGENE CORPORATION			2019-01-11
	423. VANGUARD TOTAL BOND MARKET ETF		2013-10-15	2019-01-14
	61. AES CORPORATION		2016-05-04	2019-01-23
	1. AMAZON .COM, INC		2016-01-29	2019-01-23
	4. AMERICAN TOWER CORP		2014-11-12	2019-01-23
	3. BLACKROCK INC			2019-01-23
	5. BOEING COMPANY		2018-12-21	2019-01-23
	18. FISERV INC		2010-03-01	2019-01-23
	16. INTEL CORP		2017-12-06	2019-01-23
	247. ISHARES MSCI EAFE INDEX FUND (ETF)		2015-08-20	2019-01-23
	349. ISHARES MSCI EAFE INDEX FUND (ETF)			2019-01-23
	82. ISHARES RUSSELL 2000 INDEX FUND (ETF)		2011-06-24	2019-01-23
	25. MASCO		2017-02-02	2019-01-23
	4. MASTERCARD INC		2011-06-24	2019-01-23
	10. PNC FINANCIAL SERVICES GROUP		2013-12-24	2019-01-23
	7. PROCTER & GAMBLE		2016-06-14	2019-01-23
	11. ROSS STORES INC.		2011-12-20	2019-01-23
	4. SVB FINANCIAL GROUP		2018-12-12	2019-01-23
	20. SCHLUMBERGER LTD		2016-11-14	2019-01-23
	34. SUNTRUST BANKS		2018-03-20	2019-01-23
	3. THERMO ELECTRON		2011-12-20	2019-01-23
	4. UNITEDHEALTH GROUP INCORPORATED		2016-09-26	2019-01-23
	7. VALERO ENERGY CORPORATION		2014-11-12	2019-01-23
	362. VANGUARD TOTAL BOND MARKET ETF			2019-01-23
	43. VANGUARD FTSE EMERGING MARKETS ETF		2013-10-15	2019-01-23
	154. VANGUARD FTSE EMERGING MARKETS ETF		2013-10-15	2019-01-23
	14. WALMART STORES, INC.			2019-01-23
	15. XPO LOGISTICS INC		2017-03-28	2019-01-23
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,581	577	1,004
b	2,067	1,503	564
c	2,683	1,767	916
d	4,609	6,492	-1,883
e	1,799	770	1,029
	1,976	2,088	-112
	4,149	5,445	-1,296
	10,493	5,146	5,347
	1,074	810	264
	2,016	577	1,439
	438	325	113
	3,867	757	3,110
	770	965	-195
	956	699	257
	876	135	741
	1,766	1,614	152
	2,086	961	1,125
	1,082	737	345
	1,346	1,206	140
	3,223	411	2,812
	1,851	1,421	430
	1,338	871	467
	2,641	1,000	1,641
	2,460	2,356	104
	583	583
	1,481	1,199	282
	1,624	329	1,295
	1,335	881	454
	960	249	711
	1,078	560	518
	5,965	4,709	1,256
	1,071	474	597
	448	256	192
	1,263	461	802
	836	697	139
	1,104	810	294
	2,357	1,116	1,241
	1,969	577	1,392
	881	597	284
	714	520	194
	2,234	465	1,769
	584	762	-178
	950	687	263
	1,418	847	571
	846	650	196
	695	235	460
	1,173	945	228
	805	578	227
	1,142	644	498
	812	260	552
	810	511	299
	647	636	11
	1,280	377	903
	162	165	-3
	486	494	-8
	1,020	986	34
	1,219	184	1,035
	1,598	1,235	363
	1,320	922	398
	500	478	22
	934	867	67
	638	570	68
	1,474	515	959
	975	712	263
	613	320	293
	563	579	-16
	1,480	959	521
	915	821	94
	1,524	192	1,332
	907	684	223
	1,809	389	1,420
	867	580	287
	677	250	427
	1,124	618	506
	687	643	44
	835	833	2
	898	719	179
	921	695	226
	1,160	233	927
	674	865	-191
	728	812	-84
	182	203	-21
	657	713	-56
	410	425	-15
	752	779	-27
	588	392	196
	1,450	357	1,093
	1,061	560	501
	585	257	328
	1,250	1,128	122
	591	590	1
	756	388	368
	1,145	474	671
	711	410	301
	458	482	-24
	967	361	606
	843	910	-67
	6,653	3,109	3,544
	45,631	42,420	3,211
	8,641	4,146	4,495
	38,129	39,840	-1,711
	6,943	7,161	-218
	13	10	3
	48,004	47,864	140
	137	110	27
	8	7	1
	3,596	7,921	-4,325
	4,019	6,269	-2,250
	3,659	2,067	1,592
	3,003	2,742	261
	1,572	666	906
	2,409	3,120	-711
	9,785	10,963	-1,178
	1,164	1,156	8
	1,408	1,118	290
	3,692	3,142	550
	882	219	663
	881	857	24
	2,192	1,779	413
	320	325	-5
	1,003	288	715
	832	1,014	-182
	2,032	1,960	72
	860	180	680
	2,064	1,883	181
	3,560	4,982	-1,422
	1,301	1,637	-336
	4,459	1,589	2,870
	33,509	34,115	-606
	958	686	272
	1,635	577	1,058
	660	398	262
	1,223	1,060	163
	1,788	1,527	261
	1,427	221	1,206
	768	696	72
	15,154	15,182	-28
	21,413	21,689	-276
	11,871	6,538	5,333
	773	827	-54
	795	110	685
	1,244	772	472
	661	583	78
	1,007	263	744
	899	823	76
	869	1,573	-704
	2,058	2,408	-350
	722	135	587
	1,064	560	504
	570	360	210
	28,710	29,145	-435
	1,722	1,801	-79
	6,168	6,450	-282
	1,376	684	692
	917	712	205
			12

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,004
b			564
c			916
d			-1,883
e			1,029
			-112
			-1,296
			5,347
			264
			1,439
			113
			3,110
			-195
			257
			741
			152
			1,125
			345
			140
			2,812
			430
			467
			1,641
			104

			282
			1,295
			454
			711
			518
			1,256
			597
			192
			802
			139
			294
			1,241
			1,392
			284
			194
			1,769
			-178
			263
			571
			196
			460
			228
			227
			498
			552
			299
			11
			903
			-3
			-8
			34
			1,035
			363
			398
			22
			67
			68
			959
			263
			293
			-16
			521
			94
			1,332
			223
			1,420
			287
			427
			506
			44
			2
			179
			226
			927
			-191
			-84
			-21
			-56
			-15
			-27
			196
			1,093
			501
			328
			122
			1
			368
			671
			301
			-24
			606
			-67
			3,544
			3,211
			4,495
			-1,711
			-218
			3
			140
			27
			1
			-4,325
			-2,250
			1,592
			261
			906
			-711
			-1,178
			8
			290
			550
			663
			24
			413
			-5
			715
			-182
			72
			680
			181
			-1,422
			-336
			2,870
			-606
			272
			1,058
			262
			163
			261
			1,206
			72
			-28
			-276
			5,333
			-54
			685
			472
			78
			744
			76
			-704
			-350
			587
			504
			210
			-435
			-79
			-282
			692
			205

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	68,245
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2017	52,722	1,027,767	0.051298
2016	51,980	943,927	0.055068
2015	54,684	948,357	0.057662
2014	51,325	1,018,764	0.05038
2013	47,655	962,261	0.049524

Total of line 1, column (d) .....................

0.263932

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......

0.052786

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

972,809

Multiply line 4 by line 3......................

51,351

Enter 1% of net investment income (1% of Part I, line 27b)...........

843

Add lines 5 and 6........................

52,194

Enter qualifying distributions from Part XII, line 4,.............

56,634

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2018)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	843
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	843
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	843
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	950
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	950
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	107
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax107	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

Bankers Trust Company Telephone no. bullet

(515) 245-2969

Located at bullet

453 7TH STREETDES MOINESIA ZIP+4 bullet

50309

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2018?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2018, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2018?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2018.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BANKERS TRUST COMPANY	TRUSTEE 40	10,255
665 LOCUST STREET DES MOINES,IA50309	TRUSTEE 40	10,255

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2018)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2018)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

981,261

Average of monthly cash balances.......................

6,362

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

987,623

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

987,623

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

14,814

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

972,809

Minimum investment return. Enter 5% of line 5..................

48,640

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

48,640

Tax on investment income for 2018 from Part VI, line 5......

843

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

843

Distributable amount before adjustments. Subtract line 2c from line 1............

47,797

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

47,797

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

47,797

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

56,634

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

56,634

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

843

Adjusted qualifying distributions. Subtract line 5 from line 4..............

55,791

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2018)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2017	(c) 2017	(d) 2018
1 Distributable amount for 2018 from Part XI, line 7					47,797
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2018:
a From 2013......	2,184
b From 2014......	2,112
c From 2015......	8,324
d From 2016......	5,552
e From 2017......	2,273
fTotal of lines 3a through e........		20,445
4Qualifying distributions for 2018 from Part
XII, line 4: $ 56,634
a Applied to 2017, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2018 distributable amount.....					47,797
e Remaining amount distributed out of corpus		8,837
5 Excess distributions carryover applied to 2018.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		29,282
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2017. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2018. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2019 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) ...		2,184
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......		27,098
10 Analysis of line 9:
a Excess from 2014....	2,112
b Excess from 2015....	8,324
c Excess from 2016....	5,552
d Excess from 2017....	2,273
e Excess from 2018....	8,837

Form 990-PF (2018)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2018	(b) 2017	(c) 2016	(d) 2015	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2018)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNITYPOINT HEALTH FOUNDATION 1415 WOODLAND AVE - STE E 200 DES MOINES,IA50309	NONE	EXEMPT	MEDICAL RESEARCH	50,449
Total ................................. 3a				50,449

bApproved for future payment

Total ................................. 3b

Form 990-PF (2018)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	22,034
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	68,245
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				90,279

13Total. Add line 12, columns (b), (d), and (e)..................

90,279

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2018)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 InvestmentsCorpBondsSchedule

Name:

RACHEL YOUNKER FOUNDATION TRUST

EIN:

42-6271667

Name of Bond	End of Year Book Value	End of Year Fair Market Value
VANGUARD TOTAL BOND MARKET	102,432	104,034

- TIN:

TY 2018 InvestmentsCorpStockSchedule

Name:

RACHEL YOUNKER FOUNDATION TRUST

EIN:

42-6271667

Name of Stock	End of Year Book Value	End of Year Fair Market Value
EQUITIES	607,035	815,130

- TIN:

TY 2018 LegalFeesSchedule

Name:

RACHEL YOUNKER FOUNDATION TRUST

EIN:

42-6271667

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA	341			341
LEGAL FEES - INCOME (ALLOCABLE	341			341

- TIN:

TY 2018 OtherDecreasesSchedule

Name:

RACHEL YOUNKER FOUNDATION TRUST

EIN:

42-6271667

Description	Amount
PRIOR PERIOD ADJUSTMENT	2,151

- TIN:

TY 2018 OtherProfessionalFeesSchedule

Name:

RACHEL YOUNKER FOUNDATION TRUST

EIN:

42-6271667

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (ALLOCABLE	750	375		375

- TIN:

TY 2018 TaxesSchedule

Name:

RACHEL YOUNKER FOUNDATION TRUST

EIN:

42-6271667

Category	Amount	Net Investment Income
FOREIGN TAXES	41	41
FEDERAL TAX PAYMENT - PRIOR YE	490	0
FEDERAL ESTIMATES - INCOME	950	0
FOREIGN TAXES ON QUALIFIED FOR	391	391
FOREIGN TAXES ON NONQUALIFIED	48	48