2024-09-09T12:36:54-07:00 2024-05-31 751503978 HENRY & PETERS PC 3304 S BROADWAY AVE TYLER TX 75701 990PF 2023-06-01 756498847 HAZEL MONTGOMERY MD MEMORIAL SCHOLARSHIP TRUST HAZE 9035317197 PO BOX 6170 TYLER TX 75711 KIM CHRISTIE Trustee 2024-09-09 true true Savannah J Herrington P01612503 9035976311 2023 2024-08-08 14:25:15Z X 1121701 X X 23321 23321 15328 56344 15328 5784 3809 44433 42458 9641 8195 1446 2800 2800 728 300 347 347 13516 11642 1446 51356 51356 64872 11642 52802 -20439 30816 24652 45673 45673 928 2486 928 928 144 144 892161 852487 1058838 2 2 16118 919445 899090 1121701 84 84 X 919445 899006 919445 899006 919445 899090 919445 -20439 899006 899006 SALE OF PUBLICLY TRADED SECURITIES P 2020-01-01 2024-05-31 55000 41016 13984 13984 Capital Gain Dividends 1344 15328 428 428 428 344 344 84 0 false false false false false false false true true TX true false false false false true N/A SOUTHSIDE BANK 9035317197 PO BOX 6170 TYLER TX 757116170 X false false false false true false false false false false false false false false false false false false false false false false SOUTHSIDE BANK PO BOX 6170 TYLER TX 757116170 Trustee 4.00 9641 NONE NONE 1048114 22454 17090 1087658 0 1087658 16315 1071343 53567 53567 428 428 53139 1975 55114 55114 52802 52802 55114 51356 52802 51356 0 1446 53668 X SEE STATEMENT 1 VARIOUS VARIOUS TX 75701 N/A N/A COLLEGE SCHOLARSHIPS 51356 51356 14 23321 18 15328 OIL & GAS ROYALITES 15 3809 REFUND OF QUAL DISTRIBUTIONS 1975 42458 1975 44433 11b PRIOR YEAR QUALIFYING DISTRIBUTIONS THAT WERE RETURNED TO THE ORGANIZATION - APPLICANT FAILED TO QUALIFY false false false false false false false false false false ACCOUNTING FEES 2800 2800 0 0 PUBLICLY TRADED SECURITIES AT COST 201674 453818 OTHER SECURITIES AT COST 650813 605020 NET INTANGIBLE ASSETS 2 2 16118 ROYALTY EXPENSES 347 347 OIL & GAS ROYALITES 3809 3809 REFUND OF QUAL DISTRIBUTIONS 1975 FEDERAL EXCISE TAX 428 FOREIGN TAXES PAID 300 300