2024-05-10T14:14:45-07:00 2023-12-31 752635882 ANNA C BORG CPA PO BOX 64085 LUBBOCK TX 79464 990PF 2023-01-01 752840787 ANDERSON FAMILY FOUNDATION ANDE 8067677000 PROSPERITY BANK - 1401 AVENUE Q LUBBOCK TX 79401 TROY HARRISON TRUST OFFICER 8067677000 2024-05-03 true TROY HARRISON XXX-XX-XXXX true Anna C Borg P01331017 8067910994 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1116529 X X 4159 4159 4159 26966 26966 26966 5237 0 0 11433 11433 11433 42558 47795 42558 0 250 250 250 2217 2217 2217 76 76 76 1715 1715 1715 4390 4390 4390 8648 8648 8648 0 60000 60000 68648 8648 8648 60000 -26090 39147 33910 182 182 0 0 760 560 560 43470 32302 32302 130867 121552 135195 37942 38236 35692 0 494678 495201 912598 0 0 0 0 707717 688033 1116529 0 0 0 0 0 X 707717 688033 707717 688033 707717 688033 707717 -26090 6952 688579 546 688033 E & H PARTNERS, L.P. K-1 ITEM P 2020-01-01 2023-12-08 397 0 0 397 0 0 0 397 LONG-TERM CAPITAL GAINS FROM MUTUAL FUNDS P 2020-01-01 2023-12-08 2993 0 0 2993 0 0 0 2993 AB LARG CAP GROWTH - 71.851 SHARES P 2023-01-23 2023-12-08 6400 0 5341 1059 0 0 0 1059 T. ROWE PRICE GROWTH STOCK INSTL CL - 67.975 SHARES P 2022-02-08 2023-01-23 4531 0 6285 -1754 0 0 0 -1754 DODGE & COX INTERNATIONAL STOCK - 56.825 SHARES P 2016-02-04 2023-12-08 2756 0 1826 930 0 0 0 930 DODGE & COX STOCK - 27.283 SHARES P 2018-07-24 2023-12-08 6485 0 5183 1302 0 0 0 1302 FIDELITY EMERGING MARKETS - 44.477 SHARES P 2021-01-27 2023-12-08 1526 0 2112 -586 0 0 0 -586 HARDING LOEVNER INT'L EQUITY INST'L CL - 105.004 SHARES P 2018-07-24 2023-12-08 2707 0 2449 258 0 0 0 258 JPMORGAN GLOBAL ALLOCATION R6 CL - 136.176 SHARES P 2021-01-27 2023-12-08 2507 0 3019 -512 0 0 0 -512 PARNASSUS CORE EQUITY INST'L CL - 87.362 SHARES P 2020-07-27 2023-12-08 4663 0 4261 402 0 0 0 402 T. ROWE PRICE GROWTH STOCK INSTL CL - 186.36 SHARES P 2020-01-27 2023-01-23 12421 0 13122 -701 0 0 0 -701 SCHWAB S&P 500 INDEX - 74.955 SHARES P 2020-07-27 2023-12-08 5283 0 3752 1531 0 0 0 1531 T. ROWE PRICE INTGR US SMALL CAP GROWTH - 107.233 SHARES P 2017-12-14 2023-12-08 4226 0 3231 995 0 0 0 995 V/G SHORT TERM BOND INDEX ADM CL - 558.173 SHARES P 2017-07-26 2023-12-08 5569 0 5850 -281 0 0 0 -281 V/G INTERMED-TERM BOND ADM CL - 327.183 SHARES P 2018-01-24 2023-12-08 3298 0 3740 -442 0 0 0 -442 V/G STRATEGIC EQUITY INV CL - 131.124 SHARES P 2017-07-26 2023-12-08 4467 0 4537 -70 0 0 0 -70 VICTORY TRIVALENT INT'L SMALL CAP - 127.929 SHARES P 2016-02-04 2023-12-08 1791 0 1323 468 0 0 0 468 WESTERN ASSET CORE BOND FD INSTL CL - 312.118 SHARES P 2019-07-25 2023-12-08 3271 0 4023 -752 0 0 0 -752 5237 -695 544 0 544 0 544 560 560 -560 16 16 false false false false false false false false true true TX true false false false false true N/A PROSPERITY BANK - TRUST DEPT 8067677000 1401 AVENUE Q LUBBOCK TX 79401 false false false false false false false false false false true false false false false false false false false false false false HELEN GEICK 4802 1ST PLACE LUBBOCK TX 79416 DIRECTOR 0.25 0 0 0 KARA JO ANDERSON NEVIN 9100 HOLLY NE 226 ALBUQUERQUE NM 87122 DIRECTOR 0.25 0 0 0 ALEXIS ANDERSON PO BOX 98002 LUBBOCK TX 79499 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 PROVIDE CONTRIBUTIONS TO RELIGIOUS AND SERVICE ORGANIZATIONS. 60000 NONE 0 0 0 91 1060630 1060721 0 1060721 15911 1044810 52241 52241 544 544 51697 51697 51697 60000 0 60000 51697 9821 0 0 0 0 0 0 60000 9821 0 50179 0 0 0 0 0 1518 0 0 0 0 0 0 0 NONE NONE TROY HARRISON PROSPERITY BANK TRUST 1401 AVENUE Q LUBBOCK TX 79401 8067677000 CONTRACT TROY HARRISION AT 767-7000 FOR DETAILS. VARIOUS - CONTACT TROY HARRISON AT 767-7000 FOR MORE INFORMATION. NO RESTRICTIONS. UPBRING 8305 CROSS DR AUSTIN TX 79754 N/A UTILITY SUPPORT 13500 UPBRING 8305 CROSS DR AUSTIN TX 79754 N/A PATIENT CAREPACKAGES 7500 LARRY & JANE WOIRHAYE MEMORIAL TEXAS TECH FOUNDATION LUBBOCK TX 79407 N/A MEDICALRESEARCH 13500 TEXAS TECH ALUMNI ASSOCIATION LUBBOCK TX 79407 N/A JUNIOR TRANSFERSTUDENTSCHOLARSHIPS 10000 LUBBOCK MEALS ON WHEELS 2304 34TH STREET LUBBOCK TX 79411 N/A SENIORMEALS 7500 THE PARENTING COTTAGE 3818 50TH LUBBOCK TX 79413 N/A ASSIST WITHBUILDINGSTRONG FAMILIES 5000 UPBRINGING 8305 CROSS DRIVE AUSTIN TX 78754 N/A FOOD VOUCHERS 3000 60000 0 4159 26966 11433 5237 47795 47795 3/4/7/ ALL INVESTMENT INCOME IS TO BE USED TO PROMOTE EDUCATIONAL 3/4/7/ AND CHARITABLE ACTIVITIES. false false false false false false false false false false ANNA C. BORG, CPA TAX PREPARATION 250 VANGUARD INTERMEDIATE BOND FUND 11938 11156 VANGUARD SHORT TERM BOND FUND 14030 13424 WESTERN ASSET CORE BOND FUND 12268 11112 AB LARGE CAP GROWTH FUND 13429 16765 DODGE & COX INTERNATIONAL STOCK FUND 7710 9346 DODGE & COX STOCK FUND 18623 22230 FIDELITY EMERGING MARKETS FUND 6300 5214 HARDING LOEVNER INT'L EQUITY FUND 8481 9077 JPMORGAN GLBL ALLOCATION 9373 8701 PARNASSUS CORE EQUITY 13292 14607 SCHWAB S&P 500 INDEX 11952 15162 T. ROWE PRICE SMALL CAP GROWTH 13197 13481 VICTORY TRIVALENT IN'L SMALL CAP 5605 6151 VANGUARD STRATEGIC EQUITY FUND 13590 14461 32302 32302 INVESTMENT IN PARTNERSHIP 495201 912598 FEDERAL INCOME TAXES - 2022 546 PRODUCTION TAXES 792 792 792 E & H PARTNERS - ORDINARY LOSS 3598 3598 3598 ROYALTY INCOME 11433 11433 11433 CAPITAL GAINS 5237 OIL AND GAS PERCENTAGE DEPLETION 1715 PROSPERITY BANK TRUST DEPT. MANAGEMENT 2217 FOREIGN TAXES PAID 76 76 76