2024-05-12T06:06:28-04:00 2023-12-31 751925251 LEWIS KAUFMAN REID STUKEY GATTIS & CO PC 2308 W 5TH ST PLAINVIEW TX 79072 990PF 2023-01-01 816946315 RUSH FAMILY CHARITABLE TRUST C/O AMARILLO NATIONAL BANK RUSH 8063788342 P O BOX 1 AMARILLO TX 791050001 AMARILLO NATIONAL BANK TRUSTEE 8063788342 2024-05-12 true JOHNNY CROWLEY XXX-XX-XXXX true MARTIN C LEWIS P01412617 8062934287 2024-05-12 2023 2023-04-26 12:10:37Z X 343011 X X 1771 307 1771 8621 8621 8621 6849 119715 538 17241 9466 10392 2675 2675 1739 1739 34 34 101 101 4549 4549 0 60000 60000 64549 4549 60000 -47308 4917 10392 15925 12449 12449 371777 327936 330510 43 52 52 387745 340437 343011 0 X 387745 340437 387745 340437 387745 340437 387745 -47308 340437 340437 538 68 68 68 120 120 52 52 false false false false false false false true true false false false false true N/A GAYLE B RAY AMARILLO NATIONAL BANK 8063788000 PO BOX 1 BOX 1 AMARILLO TX 791050001 false false false false false false false false false false false false false false false false false false false false AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK PO BOX 1 AMARILLO TX 791050001 TRUSTEE 0.50 2675 0 0 SLOAN RUSH 2608 HAWTHORNE DRIVE AMARILLO TX 79109 TTEE CMTE MB 1.00 0 0 0 JENNIFER RUSH 2608 HAWTHORNE DR AMARILLO TX 79109 TTEE CMTE MB 1.00 0 0 0 NONE NONE N/A 337395 12584 342382 692361 692361 10385 681976 34099 34099 68 68 34031 34031 34031 60000 60000 34031 41356 60000 41356 18644 15387 X RUSH FAMILY CHARITABLE TRUST PO BOX 1 AMARILLO TX 791050001 8063788000 SUMMIT FOUNDATION 103 S HARRIS ST SUITE 204 BRECKENRIDGE CO 80424 CHARITY DONATION 60000 60000 14 1771 14 8621 14 538 6311 10930 6311 17241 false false false false false false false false false false PROFESSIONAL FEES 1739 1739 45.201SH-FIDELITY LARGE CAP GROWTH E 2022-07 PURCHASE 2023-06 1276 1093 183 45.292SH-FIDELITY LARGE CAP GROWTH E 2022-07 PURCHASE 2023-02 1156 1095 61 6.788SH-FIDELITY LARGE CAP GROWTH EN 2022-07 PURCHASE 2023-07 194 164 30 7.817SH-JPMORGAN GROWTH ADVANTAGE I 2023-11 PURCHASE 2023-11 241 233 8 38619.51SH-VANGUARD MONEY MARKET RES 2022-10 PURCHASE 2023-03 38520 38520 1137.81SH-VANGUARD MONEY MARKET RESE 2023-02 PURCHASE 2023-03 1138 1138 0.772SH-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2023-02 29 26 3 16.108SH-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2023-06 585 533 52 589.174SH-BAIRD AGGREGATE BOND INST 2018-01 PURCHASE 2023-06 5721 6387 -666 34.118SH-BAIRD AGGREGATE BOND INST 2018-03 PURCHASE 2023-06 331 362 -31 57.42SH-BAIRD AGGREGATE BOND INST 2018-06 PURCHASE 2023-06 558 605 -47 1216.031SH-BAIRD AGGREGATE BOND INST 2019-01 PURCHASE 2023-06 11808 12829 -1021 426.311SH-DODGE & COX INCOME FUND 14 2018-01 PURCHASE 2023-06 5299 5857 -558 27.545SH-DODGE & COX INCOME FUND 147 2018-06 PURCHASE 2023-06 342 370 -28 254.961SH-DODGE & COX INCOME FUND 14 2019-01 PURCHASE 2023-06 3169 3396 -227 511.016SH-FEDERATED TOTAL RETURN BD- 2018-01 PURCHASE 2023-06 4860 5560 -700 15.882SH-FEDERATED TOTAL RETURN BD-I 2018-03 PURCHASE 2023-06 151 169 -18 30.682SH-FEDERATED TOTAL RETURN BD-I 2018-06 PURCHASE 2023-06 292 324 -32 362.883SH-FEDERATED TOTAL RETURN BD- 2019-01 PURCHASE 2023-06 3451 3807 -356 4.993SH-FIDELITY CONCORD STR TR 500 2019-01 PURCHASE 2023-07 764 451 313 25.18SH-FIDELITY CONCORD STR TR 500 2019-01 PURCHASE 2023-02 3653 2273 1380 51.054SH-FIDELITY CONCORD STR TR 500 2019-01 PURCHASE 2023-06 7710 4608 3102 4.283SH-FIDELITY CONCORD STR TR 500 2019-01 PURCHASE 2023-11 669 386 283 200.955SH-FIDELITY LARGE CAP GROWTH 2022-07 PURCHASE 2023-11 5840 4859 981 48.043SH-JPMORGAN US VALUE I 2021-11 PURCHASE 2023-06 3350 3473 -123 9.737SH-JPMORGAN US VALUE I 2021-11 PURCHASE 2023-02 699 704 -5 10.404SH-JPMORGAN US VALUE I 2021-11 PURCHASE 2023-07 732 752 -20 70.594SH-SCHWAB CAP TR INTL INDEX SL 2019-02 PURCHASE 2023-06 1548 1326 222 6.445SH-SCHWAB CAP TR INTL INDEX SLC 2019-07 PURCHASE 2023-06 141 129 12 39.016SH-SCHWAB CAP TR INTL INDEX SL 2020-01 PURCHASE 2023-06 856 815 41 5.381SH-SCHWAB CAP TR INTL INDEX SLC 2020-01 PURCHASE 2023-07 117 112 5 1.031SH-SCHWAB CAP TR INTL INDEX SLC 2020-06 PURCHASE 2023-07 22 19 3 27.136SH-TIAA-CREF LARGE CAP GROWTH 2019-04 PURCHASE 2023-06 1261 882 379 2.235SH-TIAA-CREF LARGE CAP GROWTH I 2019-04 PURCHASE 2023-11 112 73 39 29.799SH-TIAA-CREF LARGE CAP GROWTH 2019-04 PURCHASE 2023-02 1246 968 278 3.08SH-TIAA-CREF LARGE CAP GROWTH ID 2019-04 PURCHASE 2023-07 146 100 46 3.748SH-TIAA-CREF LARGE CAP GROWTH I 2019-07 PURCHASE 2023-11 187 127 60 22.18SH-TIAA-CREF LARGE CAP VALUE ID 2019-01 PURCHASE 2023-02 513 396 117 48.051SH-TIAA-CREF LARGE CAP VALUE I 2019-01 PURCHASE 2023-06 1071 858 213 101.591SH-TIAA-CREF LARGE CAP VALUE 2019-04 PURCHASE 2023-06 2265 1988 277 37.055SH-TIAA-CREF LARGE CAP VALUE I 2019-04 PURCHASE 2023-07 843 725 118 6.008SH-VANGUARD MID CAP INDEX ADM 2019-01 PURCHASE 2023-06 1590 1081 509 3.786SH-VANGUARD MID CAP INDEX ADM 2019-01 PURCHASE 2023-02 1060 681 379 21.749SH-VANGUARD SMALL CAP INDEX AD 2019-01 PURCHASE 2023-06 2035 1470 565 12.957SH-VANGUARD SMALL CAP INDEX AD 2019-01 PURCHASE 2023-02 1296 876 420 3.523SH-VANGUARD SMALL CAP INDEX ADM 2019-07 PURCHASE 2023-06 330 266 64 MUTUAL FUNDS AT COST 327936 330510 ESTIMATED TAX PAYMENTS 43 52 52 FEDERAL INCOME TAX 68 68 FOREIGN TAX PAID 33 33