2025-11-14T17:56:29-05:00 2025-06-30 994625061 CRI ADVISORS LLC PO BOX 1388 LUFKIN TX 759021388 990PF 2024-07-01 751572514 I D & MARGUERITE FAIRCHILD FOUNDATION ID&M 9366326661 P O BOX 150143 LUFKIN TX 759150143 PHIL MEDFORD PRESIDENT 2025-11-14 false ROBERT G LINDSEY CPA P00045820 9366346621 2025-11-14 2024 2025-03-06 01:10:19Z X 11872865 X X 96552 96552 39744 39744 39744 747185 2070658 747185 883481 883481 161 80 81 4700 2350 2350 33706 16853 16853 14897 1459 1459 2388 906 842 55852 21648 21585 500000 500000 555852 21648 521585 327629 861833 291576 62714 62714 520425 645130 636893 518451 636459 636136 136093 10000 126093 126093 5810000 2651332 2952392 3722435 1064 4152 1004687 4108941 4426940 11872865 498653 549852 22249 12619 520902 562471 X 646838 646838 2941201 3217631 3588039 3864469 4108941 4426940 3588039 327629 3915668 51199 3864469 MAT- US TREAS BILL P 2024-07-11 149291 149291 SOLD- FIDELITY GROWTH STRATEGIES P 2025-06-10 38532 35758 2774 2774 SOLD- VANGUARD SMALL CAP VALYE INDEX P 2025-06-12 6188 6191 -3 -3 SOLD-T ROWE PRICE MID-CAP GROWTH FU P 2024-09-12 299489 301318 -1829 -1829 SOLD- VANGUARD 500 INDEX ADMIRAL P 2025-06-10 34230 28122 6108 6108 MAT- WALMART INC 3.55% P 2025-06-26 9000 8980 20 20 SOLD- MFS INSTL INTERNATIONAL EQUITY P 2024-09-16 4446 4142 304 304 SOLD- FIDELITY CONTRAFUNDR P 2025-06-10 14369 11771 2598 2598 50% MINERAL INTERESTS ON VARIOUS TR P 2024-11-30 130500 130500 130500 SOLD- FIDELITY CONTRAFUNDR P 2024-09-16 22472 20150 2322 2322 SOLD- FIDELITY GROWTH COMPANY P 2025-06-10 21181 21181 50% MINERAL INTERESTS ON 54.84 ACRE P 2025-01-31 109880 109880 109880 SOLD- DFA US SMALL CAP GROWTH P 2024-09-16 157387 147498 9889 9889 SOLD- DFA US SMALL CAP GROWTH P 2025-06-10 18 16 2 2 50% MINERAL INTERESTS ON VARIOUS TR P 2025-02-28 132680 132680 132680 SOLD- DFA EMERGING MARKETS SMALL CAP P 2024-09-16 9887 9426 461 461 SOLD- DFA EMERGING MARKETS SMALL CAP P 2025-06-10 4367 3937 430 430 50% MINERAL INTERESTS ON 34.50 ACRE P 2025-03-31 69000 69000 69000 SOLD- VANGUARD SMALL CAP VALUE P 2024-09-16 160798 148679 12119 12119 SOLD- MFS INSTL INTERNATIONAL EQUITY P 2025-06-12 13228 11346 1882 1882 50% MINERAL INTERESTS ON 26.98 ACRES P 2025-04-30 53960 53960 53960 MAT- MORGAN STANLEY DTD 3.7% P 2024-10-23 9000 9000 SOLD- FIDELITY CONTRAFUNDR P 2025-06-12 12629 10363 2266 2266 50% MINERAL INTERESTS ON 88.892 ACRE P 2025-05-31 88892 88892 88892 MAT- WALGREENS BOOTS ALLIANCE 3.8% P 2024-11-18 9000 9012 -12 -12 SOLD- VANGUARD S/T BOND INDEX P 2025-06-12 2201 2100 101 101 MAT- HARRIS CNTY TEX MUN UTIL 1.35% P 2024-12-02 30000 30000 SOLD- DFA US SMALL CAP GROWTH P 2025-06-12 6244 5751 493 493 SOLD- DFA INTL LG CAP GRWTH P 2024-12-03 151100 148842 2258 2258 SOLD- VANGUARD 500 INDEX P 2025-06-12 46099 36010 10089 10089 MAT- SYNOVUS BK COLUMBUS 5% P 2024-12-19 25000 25000 SOLD- DFA EMERGING MARKETS SMALL CAP P 2025-06-12 8852 7914 938 938 MAT- CIVISTA BK SANDUSKY OH 5% P 2024-12-20 50000 50000 SOLD- VANGUARD EQUITY INC ADM P 2025-06-12 14138 14160 -22 -22 SOLD- VANGUARD EQUITY INC ADM P 2025-06-09 10305 10305 SOLD- FIDELITY GROWTH STRATEGIES P 2025-06-12 8743 7501 1242 1242 SOLD- MFS INSTL INTERNATION EQUITY P 2025-06-10 30934 26579 4355 4355 SOLD- FIDELITY GROWTH COMPANY P 2025-06-12 22808 23130 -322 -322 747185 11979 11979 11979 X 640 12619 false false false false false false false true true TX true false false false false true N/A PHIL MEDFORD 9366326661 316 BRIDLE PATH LUFKIN TX 75901 false false false false false false false false false false false false false false false false false false false false C JAMES HALEY JR 803 JEFFERSON LUFKIN TX 75904 DIRECTOR 000.00 0 0 0 MARY DUNCAN 1701 COPELAND LUFKIN TX 75904 DIRECTOR 000.00 0 0 0 PHIL MEDFORD 316 BRIDLE PATH LUFKIN TX 75901 PRESIDENT 000.00 0 0 0 JAY SHANDS PO BOX 610 DIBOLL TX 75941 DIRECTOR 000.00 0 0 0 BOB FLOURNOY 118 S 2ND STREET LUFKIN TX 75901 DIRECTOR 000.00 0 0 0 ELLEN TEMPLE 5030 CHAMPIONS DRIVE LUFKIN TX 75901 DIRECTOR 000.00 0 0 0 MELVIN R TODD 420 S FIRST STREET LUFKIN TX 75901 DIRECTOR 000.00 0 0 0 AIMEE SLUSHER 1616 S CHESTNUT LUFKIN TX 75901 DIRECTOR 000.00 0 0 0 HUNTER HAGLUND 5028 CHAMPIONS DRIVE LUFKIN TX 75901 SECRETARY 000.00 0 0 0 NONE NONE NONE N/A 4563360 160362 7149632 11873354 11873354 178100 11695254 584763 584763 11979 11979 572784 572784 572784 521585 521585 572784 498653 521585 498653 22932 549852 PHIL MEDFORD PRESIDENT PO BOX 150143 LUFKIN TX 759150143 9366750334 FURNISH CORRECT NAME, ADDRESS AND PHONE NUMBER OF APPLICANT: BRIEF RESUME OF 1) OPERATION, 2) EXPLANATION OF THE REQUEST EVIDENCING THE NEED, THE SERVICES TO BE RENDERED, AND HOW AND WHEN MEMBERS OF THE PUBLIC WILL BE BENEFITED. NONE. THE FOUNDATION HAS A POLICY OF PRIMARILY MAKING GRANTS TO PROJECTS LOCATED IN THE ANGELINA COUNTY AREA. GRANTS ARE MADE ONLY TO A GOVERNMENTAL UNIT EXEMPT UNDER THE IRS CODE OR A NON-PROFIT, CHARITABLE ORGANIZATION HAVING AN EXEMPT LETTER FROM THE IRS EVIDENCING THAT IT IS SUCH AN ORGANIZATION. THE UNIVERSITY OF TEXAS AT AUSTIN FINE ARTS - OFFICE OF THE DEAN 2301TRINITY ST STOP D1400 AUSTIN TX 787121424 NONE PC GENERAL OPERATIONS 250000 MUSEUM OF EAST TEXAS 503 NORTH SECOND LUFKIN TX 75901 NONE PC EDUCATION AND ENDOWMENT 62000 ELLEN TROUT ZOO 402 ZOO CIRCLE LUFKIN TX 75904 NONE PC ANIMAL ACQUISITION 40000 TEXAS FORESTRY MUSEUM 1905 ATKINSON DR LUFKIN TX 75901 NONE PC EDUCATION & ENDOWMENT 22000 ANGELINA ART ALLIANCE 108 S FIRST ST LUFKIN TX 75901 NONE PC EDUCATION & ENDOWMENT 36000 TLL TEMPLE LIBRARY 300 PARK ST DIBOLL TX 75941 NONE PC GENERAL OPERATIONS 40000 MCMULLEN MEMORIAL LIBARY 900 N MAIN ST HUNTINGTON TX 75949 NONE PC GENERAL OPERATIONS 5000 EAST TEXAS FOOD BANK 3201 ROBERTSON RD TYLER TX 75701 NONE PC GENERAL OPERATIONS 5000 LUFKIN ISD EDUCATION 101 COTTON SQUARE LUFKIN TX 75901 NONE PC GENERAL OPERATIONS 20000 ANGELINA COLLEGE FOUNDATION 3500 SOUTH FIRST STREET LUFKIN TX 75901 NONE PC EDUCATION & ENDOWMENT 20000 500000 14 96552 15 39744 18 747185 883481 883481 false false false false false false false false false false AXLEY & RODE, LLP 4700 2350 2350 9000 AT&T INC 4.5% 8802 8576 8000 BANK OF NEW YORK 3.85% 7983 7978 9000 WALGREENS BOOTS 3.8% 9013 8955 9000 IBM CORP 3.45% 8994 8940 18000 JPMORGAN CHASE & CO 3.782% 18284 17844 10000 KROGER CO 2.65% 934 980 8000 LLOYDS BANKING GROUP 4.375% 8001 7990 9000 LOCKHEED MARTIN 3.805% 8924 7091 7000 MERRILL LYNCH & CO 6.11% 7046 7392 150000 MORGAN STANLEY 5% 150000 151116 50000 MORGAN STANLEY PVT 4.75% 50000 50360 75000 MORGAN STANLEY PVT 4.65% 75000 75992 100000 NICOLET NATL BK 4.6% 100000 101023 65000 NORTHEAST BK LEWISTON 3.9% 65000 64863 50000 NORTHEAST BK LEWISTON 4.1% 50000 50068 50000 UBS BK SALK LAKE CITY 4.1% 50000 50135 9000 VALERO ENERGY 3.4% 8902 8892 8000 VERIZON COMM 6% 9576 7941 9000 MORGAN STANLEY 3.7% 9000 WALMART INC 3.55% 9000 GILEAD SCIENCES INC 3.65% 25000 SYNOVUS BK COLUMBUS 5% 50000 CIVISTA BK SANDUSKY 5% 70000 BANK OF AMERICA NA 5.15% 645130 636893 LAND 136093 10000 126093 5810000 1440.768 BRANDYWINE GLOBAL HIGH YLD AT COST 13500 14638 7469.296 VANGUARD SHORT-TERM BOND IN AT COST 72900 76859 2647.059 VANGUARD HIGH-YIELD CORP AT COST 13500 14612 2760.469 VANGUARD SORT-TERM CORP BD AT COST 55485 59543 6800.970 DFA EMG MKTS SMALL CAP AT COST 156822 176009 6103.875 DFA US SMALL CAP GROWTH AT COST 158836 175181 15443.035 FIDELITY CONTRAFUNDR AT COST 286679 360286 12861.648 FIDELITY MT VERNON AT COST 416816 539546 4810.917 FIDELITY GROWTH STRATEGY AT COST 298899 360434 8811.744 MFS INSTL INTERN. EQUITY AT COST 302980 349738 3779.799 VG EQUITY INCOME AT COST 307533 352428 2089.700 VANGUARD SMALL CAP INDEX AT COST 161644 175096 1865.355 VANGUARD 500 INDEX FUND AT COST 706798 1068065 9024.690 DFA INTL LG CAP AT COST 2813.949 T. ROWE PRICE MID-CAP AT COST SKELTON,SLUSHER,BARHILL,WATKINS, 161 80 81 MINERAL INTEREST 1064 1064 1001599 ACCRUED PURCHASE INTEREST 3088 3088 INCREASE IN GRANTS PAYABLE 51199 EXPENSES INSURANCE EXPENSE 1388 694 694 MISCELLANEOUS EXPENSE 146 73 73 AMORTIZATION OF BOND PREMIUM 64 64 POSTAGE 150 75 75 PENALTIES 640 EXCISE TAX PAYABLE 22249 12619 SOUTHSIDE BANK-TRUSTEE 32536 16268 16268 FRED SMITH FORESTRY 1170 585 585 PROPERTY TAXES 2918 1459 1459 EXCISE TAX 11979