2025-07-22T15:51:59-05:00 2024-12-31 GARY D MATHIS 308 E SAN ANTONIO STREET NEW BRAUNFELS TX 78130 990PF 2024-01-01 746047828 CLEVE H TANDY FOUNDATION CLEV 5122821769 10512 LA COSTA DR AUSTIN TX 787411217 JUDD M EARLEY PRESIDENT 2104159130 2025-05-14 true GARY D MATHIS P00734590 8306259362 2025-07-22 X 2024 2025-03-06 01:10:19Z X 1526882 X X 54963 54963 54963 8599 9897 54963 63562 64860 1800 1800 1800 44 44 44 73 73 73 1917 1917 1917 0 70000 70000 71917 1917 1917 70000 -16954 61645 62943 29075 16301 16301 304 66146 66059 65076 559521 563898 1204901 270507 270940 240604 925553 917198 1526882 0 X 925553 917198 925553 917198 925553 917198 925553 -16954 8599 917198 917198 BRIDGE BUILDER CORE PLUS BOND P 2024-06-17 609 625 -16 -16 TRP INTERNATIONAL STOCK 1 P 2024-04-17 1530 1506 24 24 DFZ INTL SMALL COMPANY I P 2024-10-23 44 43 1 1 BRIDGE BUILDER CORE BOND P 2024-04-17 795 966 -171 -171 BRIDGE BUILDER LARGE GROWTH P 2024-06-17 459 347 112 112 BRIDGE BUILDER SMALL/MID GRW P 2024-06-17 272 297 -25 -25 BRIDGE BUILDER CORE PLUS BOND P 2020-10-16 2024-04-17 521 619 -98 -98 DFZ INTL SMALL COMPANY I P 2024-10-23 1379 1143 236 236 DODGE & COX INTL STOCK I P 2024-04-17 1270 1075 195 195 DODGE & COX INTL STOCK I P 2024-10-23 1369 1039 330 330 PRINCIPAL MIDCAP R6 P 2022-03-20 2024-06-17 396 358 38 38 AT&T INC P 2024-06-25 22933 25268 -2335 -2335 VERIZON COMMUNICATIONS P 2024-06-25 19502 13711 5791 5791 WARNER BROS DISCOVERY P 2024-06-25 2136 7751 -5615 -5615 BRIDGE BUILDER CORE BOND P 2024-04-17 397 406 -9 -9 SEE ATTACHED WORKSHEET 19829 9062 10767 10767 8599 9897 857 857 857 785 84 869 12 12 false false false false false false false true true true false false false false true CLEVE M EARLEY 5122821769 10512 LA COSTA DRIVE AUSTIN TX 78747 false false false false false false false false false false false false false false false false false false false false false SHEILA EARLEY 9364 CINCHONA TRAIL SAN ANTONIO TX 78266 TREASURER 1 0 JUDD M EARLEY 9364 CINCHONA TRAIL SAN ANTONIO TX 78266 PRESIDENT 1 0 CLEVE M EARLEY 10512 LA COSTA AUSTIN TX 78747 1ST VP 1 0 ANNALYN EARLEY 14745 MERRILL TOWN DR 4521 AUSTIN TX 78728 2ND VP 1 0 CHERYL EARLEY 10412 LA COSTA AUSTIN TX 78747 SECRETARY 1 0 NONE NONE 1475329 38506 0 1513835 1513835 22708 1491127 74556 74556 857 857 73699 73699 73699 70000 70000 73699 69171 70000 69171 829 72870 X OPEN DOOR BAPTIST CH 117 HAEKERVILLE CIBOLO TX 78108 PC OPERATIONS 2000 MOBILE LOAVES & FISHES PO BOX 224451 DALLAS TX 75223 PC OPERATIONS 1000 SUNSHINE COTTAGE SCH 603 E HILDEBRAND AVE SAN ANTONIO TX 78212 PC OPERATIONS 5000 GARDEN RIDGE LIONS CLUB 21011 CEDAR BRANCH SAN ANTONIO TX 78266 PC OPERATIONS 1000 TUNNELS TO TOWERS 2361 HYLEN BLVD STATEN ISLAND NY 10306 PC OPERATIONS 3000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC OPERATIONS 10000 FOCUS ON THE FAMILY 8655 EXPLORER DR COLORADO SPRIN CO 80920 PC OPERATIONS 1000 THE HOPE FACTORY PO BOX 10 CHEROKEE TX 76832 PC OPERATIONS 1000 WORLD DENTAL RELIEF PO BOX 747 BROKEN ARROW OK 74013 PC OPERATIONS 1000 AUSTIN DISASTER RELIEF PO BOX 15424 AUSTIN TX 78761 PC OPERATIONS 2000 MARBRIDGE FDTN PO BOX 2250 MANCHACA TX 78652 PC OPERATIONS 2000 UNIV OF LOUISVILLE 501 S PRESTON LOUISVILLE KY 40292 PC OPERATIONS 1000 SALVATION ARMY 4700 MONOR RD AUSTIN TX 78723 PCPC OPERATIONS 1000 HOLY TRINITY PRESB CH 16245 NACOGDOCHES SAN ANTONIO TX 78247 PC OPERATIONS 9550 100 CLUB-COMAL COUNTY PO BOX 310148 NEW BRAUNFELS TX 78130 PC OPERATIONS 3000 100 CLUB-CENTRAL TEXAS 3200 STECK AVE STE 240 AUSTIN TX 78757 PC OPERATIONS 1000 AUSTIN RIDGE BIBLE CH 9300 BEE CAVES RD AUSTIN TX 78733 PC OPERATIONS 10000 RECOVERY FIRST ATX 555 N LAMAR BLVD J-103 AUSTIN TX 78751 PC OPERATIONS 2000 ST ANDREWS PRESBYTERIAN 14311 WELLS PORT DR AUSTIN TX 78728 PC OPERATIONS 500 SIERRA CLUB-LONE STAR 6406 N IH 35 AUSTIN TX 78752 PC OPERATIONS 2000 NB DOWNTOWN ROTARY PO BOX 31197 NEW BRAUNFELS TX 78130 PC SCHOLARSHIP 2450 BRACKEN VFD 23600 FM 3009 SAN ANTONIO TX 78266 PC OPERATIONS 1000 70000 14 54963 54963 54963 false false false false false false false false false false TAX PREPARATION 1800 1800 1800 APPLE INC SENIOR NOTES 3.25% 49788 49397 FEDEX CORP SR NOTE 4.1% 99924 79492 SHELL INTERNATIONAL FIN B V 3.25% 49997 49783 BLACKROCK HIGH YIELD BOND K 7369 7109 BRIDGE BUILDER CORE BOND 26336 22720 BRIDGE BUILDER CORE PLUS BOND 34861 29415 HARTFORD WORLD BOND F 2665 2688 CHEVRON CORP 14520 52722 COMCAST CORP CI A 3558 27247 CONSOLIDATED EDISON 43807 89230 DUKE ENERGY CORP NEW 24969 32645 FMC CORP 2058 77776 IBM 33649 63311 JPMORGAN CHASE & CO 5805 97083 PFIZER INC 28635 30005 PROLOGIS INC 11080 30125 WELLS FARGO & CO 74704 372202 ZIMMER BIOMET HOLDINGS INC 694 10563 ZIMVIE INC 16 140 MUTUAL FUND-AMERICAN BALANCED A 46763 44764 MUTUAL FUND-AMERICAN HIGH INCOME TRUST A 100000 93666 ETF-DNP SEL INCM FD 99531 105840 ETF-ISH CORE S&P 500 3553 4121 ETF-ISH RS MD-C ETF 2577 2740 VNG GROWTH INDEX 1564 1642 BRIDGE BUILDER INTL EQUITY 7394 8310 BRIDGE BUILDER LARGE GROWTH 11330 19131 BRIDGE BUILDER LARGE VALUE 12826 18039 BRIDGE BUILDER SMALL/MID GRW 3179 4320 BRIDGE BUILDER SMALL/MID VALUE 4645 6129 DODGE & COX INTL STOCK 1 2253 2703 JPM US GOVT MONEY MKT CAPITAL 578 MFS INT'L EQUITY R6 1448 1360 PRINCIPAL MIDCAP R6 3761 4460 TRP INTERNATIONAL STOCK 1 2284 2712 VICTORY TRIV INTL SLAMM-CAP 1 1163 1337 COST DIFFERENCE BETWEEN BROKER AND BOOKS 16132 66059 65076 STAMPS 73 73 73 FOREIGN TAXES ON DIVIDENDS 44 44 44