2025-12-18T12:29:19-05:00 2025-06-30 412024514 SOMMERVILLE & ASSOCIATES PC 2726 MATLOCK RD ARLINGTON TX 76015 990PF 2024-07-01 746062790 THE VM EHLERS FOUNDATION VMEH 5124593124 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 JIM SIDDALL TREAS./TRUSTEE 5124593124 2025-12-18 true true SHANNON WOOD CPA P00390658 8177955046 2025-12-18 2024 2025-03-06 01:10:19Z X 860337 X 89827 28890 28890 30776 235184 30776 149493 59666 2275 322 183 2780 0 0 132400 132400 135180 0 132400 14313 59666 34693 64339 64339 8030 1075 1075 725761 717383 794923 768484 782797 860337 0 X 768484 782797 768484 782797 768484 782797 768484 14313 782797 782797 PUBLICLY TRADED SECURITIES P 148049 145280 2769 2769 PUBLICLY TRADED SECURITIES P 68000 59128 8872 8872 30776 2769 829 829 829 X 17 846 false false false false false false false true true TX true false false false false true N/A JIM SIDDALL 9722378410 620 SMALL HILL STREET GRAND PRAIRIE TX 75050 false false false false false false false false false false false false false true false false false false false false false GEORGE GLISPIN 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 PRESIDENT/TR 1.00 0 0 0 NORMA CLARK 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 SEC./TRUSTEE 1.00 0 0 0 JIM SIDDALL 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 TREAS./TRUST 1.00 0 0 0 RUSSELL HAMILTON 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 TRUSTEE 1.00 0 0 0 LYNN SHORT 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 TRUSTEE 1.00 0 0 0 CATHY SEIGER 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 TRUSTEE 1.00 0 0 0 NONE NONE N/A 809975 33978 0 843953 843953 12659 831294 41565 41565 829 829 40736 40736 40736 132400 132400 40736 116135 66149 45517 69465 163887 461153 132400 40736 91664 552817 0 116135 436682 66149 45517 69465 163887 91664 HENRIETTA ADEE 210 EAST HIGHWAY 79 SUITE 101 HUTTO TX 78634 5124593124 THE APPLICATION CAN BE FOUND AT WWW.TWUA.ORG. THE APPLICATION MUST BE SUBMITTED BY JULY 1. APPLICANTS MUST BE A MEMBER OR A DEPENDENT OF A MEMBER OF THE TEXAS WATER UTILITIES ASSOCIATION AND PURSUING A COURSE OF STUDY IN THE WATER UTILITIES INDUSTRY. KATELYN ASHLEY 5424 CRATER LAKE DR FORT WORTH TX 76137 NONE I SCHOLARSHIP 1400 JOHN BACH 3013 WATERFALL DR FORT WORTH TX 76177 NONE I SCHOLARSHIP 1400 KADEN BACH 3013 WATERFALL DR FORT WORTH TX 76177 NONE I SCHOLARSHIP 2800 SEAN BEACH 5700 LEIGH AVENUE AMARILLO TX 79110 NONE I SCHOLARSHIP 700 MATTHEW CARRIZALES 916 DUBINA AVE GEORGETOWN TX 78626 NONE I SCHOLARSHIP 2800 VICTORIA CARRIZALES 916 DUBINA AVE GEORGETOWN TX 78626 NONE I SCHOLARSHIP 1400 BRIANA CLAUDIO 1105 N BOSTON COLLEGE DR EDINBURG TX 78541 NONE I SCHOLARSHIP 2800 KATELYN DEFRANCIS 3013 EILEEN ST DEER PARK TX 77536 NONE I SCHOLARSHIP 1400 KARA DUPONT 329 HUDSON LN BURLESON TX 76028 NONE I SCHOLARSHIP 3800 KARLYSSA ELLIS 1511 BOWIE DR VICTORIA TX 77901 NONE I SCHOLARSHIP 1400 MCKENNA ELLNER 3006 COTTONWEED TRAIL CEDAR PARK TX 78613 NONE I SCHOLARSHIP 2800 HAILEY ERLUND 6723 BRADEN CIRCLE KERRVILLE TX 78028 NONE I SCHOLARSHIP 1400 AUBRI FREGIA 21088 FM 2154 RD COLLEGE STATION TX 77845 NONE I SCHOLARSHIP 2800 VICTORIA GARZA 812 E TARRENT AVE PHARR TX 78577 NONE I SCHOLARSHIP 1400 KARYN GONZALEZ 3721 INEZ STREET EDINBERG TX 78539 NONE I SCHOLARSHIP 1400 LARAH GONZALEZ 3721 INEZ STREET EDINBERG TX 78539 NONE I SCHOLARSHIP 1400 AMIRA GREEN 3448 DESERT MESA RD ROANOKE TX 76262 NONE I SCHOLARSHIP 1400 CAMRON GUTTIEREZ 928 BAKER AVE SEGUIN TX 78155 NONE I SCHOLARSHIP 1400 MARIO HERNANDEZ 2106 E ANAQUA VICTORIA TX 77901 NONE I SCHOLARSHIP 1900 ADA HIDALGO 13119 POWERS RD HAMSHIRE TX 77622 NONE I SCHOLARSHIP 1400 HANNAH HINSHAW 1713 SORREL CT WEATHERFORD TX 76087 NONE I SCHOLARSHIP 1900 ABIGIAL HODGSON 390 CR 232 FLORENCE TX 76527 NONE I SCHOLARSHIP 2800 JARROD HODGSON 390 CR 232 FLORENCE TX 76527 NONE I SCHOLARSHIP 1400 ANDREW KEYS 5212 HEATHERDALE DR GRAPEVINE TX 76051 NONE I SCHOLARSHIP 2800 DARRAL KEYS 5212 HEATHERDALE DR GRAPEVINE TX 76051 NONE I SCHOLARSHIP 1400 AVERY KONCABA 92 COUNTY ROAD 356 SHINER TX 77984 NONE I SCHOLARSHIP 2800 LEAH LILLIE 602 26TH AVE N TEXAS CITY TX 77590 NONE I SCHOLARSHIP 1400 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HEREFORD TX 79045 NONE I SCHOLARSHIP 1400 SAGE MINOR 2511 108TH LUBBOCK TX 79423 NONE I SCHOLARSHIP 2800 ERIN MOCZYGEMBA 1862 DEER TRAIL FLORESVILLE TX 78114 NONE I SCHOLARSHIP 2800 SHELBI MOEHRIG 400 SOUTH FRONT STREET FALLS CITY TX 78113 NONE I SCHOLARSHIP 2800 MARK MORENO 14395 CR 1478 ODEM TX 78370 NONE I SCHOLARSHIP 1400 DAVID MORROW 66 COUNTY ROAD 3310 CLEVELAND TX 77327 NONE I SCHOLARSHIP 2800 BROOKS NALL 135 NORTHWOOD AVE WACO TX 76705 NONE I SCHOLARSHIP 2800 NATALIE OSINA 6619 BERGER ROAD SCHULENBURG TX 78956 NONE I SCHOLARSHIP 3300 MADDOX PAUL 2809 BREMEN DR HURST TX 76054 NONE I SCHOLARSHIP 2800 NATALIE RAZO 1038 SHAWNEE TRAIL GRAND PRAIRIE TX 75051 NONE I SCHOLARSHIP 1400 ISAAC RODRIGUEZ 5703 89TH LUBBOCK TX 79424 NONE I SCHOLARSHIP 3800 REINALDO RODRIGUEZ 1516 CAATILLE CORTS EDINBURG TX 78539 NONE I SCHOLARSHIP 1400 CHAPMAN ROWE 632 CIRCLE DR KILLEEN TX 76542 NONE I SCHOLARSHIP 1400 CAROLINE SAENZ 12315 CAMPOS DR HOUSTON TX 77065 NONE I SCHOLARSHIP 1900 NICOLE SAENZ 12315 CAMPOS DR HOUSTON TX 77065 NONE I SCHOLARSHIP 1900 BLAKE SCHNEIDER 2613 GALLUP DRIVE DEER PARK TX 77571 NONE I SCHOLARSHIP 1400 MIGUEL SOLIS 1016 S DOOLITTLE RD EDINBURG TX 78542 NONE I SCHOLARSHIP 2800 ROBERT STEADMAN 16411 LAKESTONE DRIVE TOMBALL TX 77377 NONE I SCHOLARSHIP 1900 HILLARY THOMAS 6125 OAK HOLLOW CIR BRYAN TX 77808 NONE I SCHOLARSHIP 2800 JONATHAN TORREZ 204 W 4TH ST BOX 428 SUNDOWN TX 79372 NONE I SCHOLARSHIP 1400 KAROLYNN TORREZ 204 W 4TH ST BOX 428 SUNDOWN TX 79372 NONE I SCHOLARSHIP 2800 ADDISYN TURNER 2224 LOWER MISSION VALLEY VICTORIA TX 77905 NONE I SCHOLARSHIP 1400 AUSTON VAVRECKA 1713 WHITE WING CIR FRIENDSWOOD TX 77546 NONE I SCHOLARSHIP 1400 CYANA ZARAGOSA 2021 LARK AVE MCALLEN TX 78504 NONE I SCHOLARSHIP 2800 NATHANIEL ZARAGOSA 2021 LARK AVE MCALLEN TX 78504 NONE I SCHOLARSHIP 2800 132400 14 28890 18 30776 59666 59666 false false false false false false false false false false X X 1 TWUA NORTH CENTRAL TEXAS REGIONAL SCHOOL PO BOX 985 ARLINGTON TX 76004 27600 X 7 TWUA HOT WELLS DISTRICT 425 W OAKLAWN PLEASANTON TX 78064 5000 X 2 TWUA WEST TEXAS REGIONAL SCHOOL PO BOX 5068 LUBBOCK TX 79408 10000 X 3 TWUA CENTRAL TEXAS REGIONAL SCHOOL 3153 WEST HWY 190 BELTON TX 76513 5000 X 4 TWUA CENTRAL WEST TEXAS REGIONAL SCH PO BOX 60 ABILIENE TX 79604 8000 X 5 TWUA EAST TEXAS REGIONAL SCHOOL PO BOX 2039 TYLER TX 75703 5000 X 6 TWUA GULF AREA DISTRICT 10846 SYCAMORE SOUTH LA PORTE TX 77571 12000 X TAX PREPARATION 2275 3308.672 SH AMERICAN BALANCED A AT COST 4351.478 SH AMERICAN BOND FUND AT COST 1631.581 SH AMERICAN CAP INC BUILDER AT COST 5019.828 SH AMERICAN INC FUND AT COST 3690.898 SH AMERICAN INT BD FD AT COST 1390.195 SH AMERICAN MUTUAL A AT COST 32526.498 SH INVESCO SHORT TERM BOND AT COST 2991.07 SH AMERICAN BALANCED A AT COST 84752 109234 4348.502 SH AMERICAN BOND FUND AT COST 54642 49225 1520.159 SH AMERICAN CAP INC BUILDER AT COST 91999 115623 4539.111 SH AMERICAN INC FUND AT COST 104018 120468 3684.086 SH AMERICAN INT BD FD AT COST 48825 46641 1413.842 SH AMERICAN MUTUAL A AT COST 61783 83459 1660.26 SH INVESCO COMSTOCK A AT COST 52196 50389 16172.574 SH INVESCO CORPORATE BOND AT COST 103100 100593 14709.128 SH INVESCO SHORT TERM BOND AT COST 116068 119291 EXPENSES OFFICE EXPENSES 183 EXCISE TAXES 322