2024-11-12T08:09:06-08:00 2023-12-31 841212803 SCRIPPS TAYLOR & ASSOCIATES PC 1202 BERGEN PKWY STE 208 EVERGREEN CO 80439 990PF 2023-01-01 751709181 Margaret Mosher Phillips Foundation MARG 7207370850 8900 Six Pines Dr Shenandoah TX 77380 Rebecca L Atkinson Treasurer 7207370850 2024-11-11 true true Cathy Taylor CPA P00641269 3036708930 2024-11-12 2023 2024-10-15 13:58:12Z X X 1046892 X X 27271 27271 -147896 458472 0 0 0 -120625 27271 0 1215 810 405 0 624 187 0 0 1839 997 405 53600 53600 55439 997 54005 -176064 26274 98 286 286 140198 39085 39085 0 0 24959 206385 257673 115484 246347 248238 0 734767 347339 501610 0 0 0 0 1015506 839442 1046892 0 0 0 0 0 X 1015506 839442 1015506 839442 1015506 839442 1015506 -176064 839442 839442 Securities P 2022-12-31 2023-12-31 100442 0 125803 -25361 0 0 0 -25361 -25361 365 0 365 0 365 0 0 0 0 365 0 false false false false false false false false true TX true false false false false true N/A Rebecca Atkinson 7207370850 8900 Six Pines Dr 501 Shenandoah TX 77380 false false false false false false false false false false false false false false false false false false false false Ruth Anne Palmer 107 Millridge Rd Universal City TX 78148 President 0.00 0 0 0 Janice K Dauterman 4506 Manning Dallas TX 75220 Trustee 0.00 0 0 0 Rebecca Atkinson 8900 Six Pines Dr 501 Shenandoah TX 77380 Treasurer 5.00 0 0 0 NONE 0 NONE 0 931020 70772 0 1001792 0 1001792 15027 986765 49338 49338 365 365 48973 48973 48973 54005 54005 48973 53468 0 0 0 0 0 0 54005 53468 0 537 0 0 0 0 0 48436 0 0 0 0 0 0 0 None None X Abraham International 307 East 44th St Ste 1209 New York NY 10017 PC Charitable assistance &spiritual counsel forwelfare of all 9000 Biblical Communications Intl 9634 Baseline Rd Dallas TX 75243 PC Training churchleaders aroundthe world 3600 Grad Resources 5501 Independence Pkwy 100 Plano TX 75023 PC Scholarships forgraduatestudents 4000 Sudan Interior Mission USA PO Box 7900 Charlotte NC 28217 PC Support of missionaries,educational programs &Christian facilities 1200 CrossWorld 10000 N Oak Trafficway Kansas City MO 64155 PC Support ofmissionaries 1200 Union Gospel Mission 922 Park Ave Dallas TX 75201 PC Food & housingneeds for homeless,alcoholics & addics 800 Warren Culwell Ministry 13302 Marrenro Austin TX 78729 PC Support missionaries oncollege campuses &teaching ministries 2000 The Hope Center 2001 W Plano Pkwy Ste 1700 Plano TX 75075 PC Religious 1000 Just Say Yes PO Box 670863 Dallas TX 75367 PC Religious 2000 Avant Ministries 10000 N Oak Trfy Kansas City MO 64155 PC Religious 6000 National Christian Foundation 8214 Westchester Dr Ste 950 Dallas TX 75225 PC Religious 2000 Red Rocks Church Austin 7625 N I35 Austin TX 78752 PC Religious 5600 Sumaritan Purse PO Box 3000 Boone NC 28607 PC Humanitarian Aid 5600 Compassion International 12290 Voyager Pkwy Colorado Springs CO 80921 PC Humanitarian Aid 2000 CRU PO Box 628222 Orlando FL 32862 PC Religious 2400 GEM PO Box 1669 Monument CO 80132 PC Religious 1200 Dallas Theological Seminary PO Box 734215 Dallas TX 75373 PC Religious 4000 53600 14 27271 18 -147896 -120625 -120625 false false false false false false false false false false Scripps Taylor Tax prep 1215 810 405 Charles Schwab Purchased 2023-12 458472 606368 -147896 LKCM Fixed Income 246347 248238 FTAI Fin HoldCo Ltd 7854 35171 FTAI Infrastructure Inc 8445 14805 Akamai Technologies 3769 4142 Alphabet Inc 4188 4228 Amazon.com 7711 9116 American Express 7601 9367 Apple Inc 7939 8664 Bank of America 7405 9091 Broadcom Inc 8901 11163 Chart Industries 7248 6135 Chevron Corp 4219 3729 Cisco Systems Inc 3767 3536 ConocoPhillips 3783 3482 Devon Energy Corp 3756 3398 Diamondback Energy 4231 3877 Emerson Electric 3766 3893 Home Depot 7271 8664 JP Morgan Chase 7317 8505 Kraft Heinz 7644 8875 Lilly Eli & Co 9073 8744 Martin Marietta Material 8369 9978 Merck & Co 7692 8177 Microsoft Corp 8272 9401 Nike Inc 3620 3800 Nvidia Corp 8438 9904 OReilly Automotive 4693 4750 Permian Resources Corp 7574 6800 Qualcomm Inc 3879 5062 Rockwell Automation 4172 4657 The Coca-Cola Co 7592 8250 Union Pacific 4140 4912 Visa Inc 8343 9112 Watsco Inc 3713 4285 IShares Core High 15757 15502 IShares Core MSCI EAFE 5509 10500 IShares Core S&P 500 166283 295176 INVSC SP 500 Pure 25998 25937 IShares S&P GSCI 18317 21544 IShares Gold 38149 42153 IShares JPMorgan 4332 4720 IShares Russell 2000 2983 3412 Vanguard FTSE Developed 16937 20980 Vanguard S&P 500 18379 23150 IShares Core MSCI 11844 12999 IShares Core MSCI EAFE 22851 25537 Charles Schwab Management fees 0 Federal tax 437 Foreign tax 187 187