2025-04-02T17:31:06-04:00 2024-07-31 CHARLES M STAGG CPA BOX 2288 - 108 S HARDIE ALVIN TX 77511 990PF 2023-08-01 746216233 MARGUERITE R EDWARDS CIVIC IMP & ACT TRUST C/O REGIONS BANK MARG 2142206158 1717 MCKINNEY AVENUE SUITE 1100 DALLAS TX 75202 REGIONS BANK TRUSTEE 2142206158 2025-04-02 false CHARLES M STAGG CPA P00539763 2813311040 2025-04-02 X 2023 2025-03-06 01:10:19Z X 430791 X X 138 138 14586 14586 -1476 52725 66 66 13314 14790 6216 5594 622 2795 1928 867 266 47 219 9277 7569 219 1489 19300 19300 28577 7569 219 20789 -15263 7221 1406 5911 5911 967 722 735 376966 359890 421958 1 1 2187 379340 366524 430791 0 X 379340 366524 379340 366524 379340 366524 379340 -15263 2447 366524 366524 PUBLICLY TRADED SECURITIES P 2024-07-31 52725 54201 -1476 -1476 -1476 100 100 100 100 false false false false false false false true true TX true false false false false true N/A REGIONS BANK 2142206158 1717 MCKINNEY AVENUE SUITE 1100 DALLAS TX 75202 false false false false false false false false false false false false false false false false false false false false REGIONS BANK 1717 MCKINNEY AVENUE SUITE 1100 DALLAS TX 75202 TRUSTEE 000.00 6216 0 0 NONE NONE N/A 413858 5177 2187 421222 421222 6318 414904 20745 20745 100 100 20645 20645 20645 20789 20789 20645 183 183 20789 20645 144 327 0 327 183 144 REGIONS BANK BRANCH IN ALVIN 205 SOUTH GORDON ST ALVIN TX 77511 2812451200 FORMAL APPLICATION FORM BY MAY 31 OF CURRENT YEAR TRUST, BY ITS TERMS, IS LIMITED TO YOUTH-ORIENTED PROJECTS IN ALVIN AREA ALVIN ISD EDUCATE FOUNDATION ALVIN ISD EDUCATE FOUNDATION P O BOX 2342 ALVIN TX 77512 NONE TEACHING GRANTS 1000 ALVIN YOUTH LIVESTOCK & ARENA ASSN ALVIN YOUTH LIVESTOCK & ARENA 2500-2598 SMITH AVE ALVIN TX 77511 NONE FACILITIES IMPROVEMENTS 2000 ALVIN ISD ALVIN ISD 301 E HOUSE ST ALVIN TX 77511 NONE PROGRAM EXPENSES 540 ACC CHILD DEV LAB SCHOOL ACC CHILD DEV LAB SCHOOL 3110 MUSTANG RD ALVIN TX 77511 NONE LEARNING SUPPLIES 2010 ACC COLLEGE & CAREER PATHWAYS ACC COLLEGE & CAREER PATHWAY 3110 MUSTANG RD ALVIN TX 77511 NONE PROGRAM COSTS 2500 ALVIN BLUE SANTA ALVIN BLUE SANT 1500 S GORDON ST ALVIN TX 77511 NONE CHILDREN CHRISTMAS EXPENSES 3750 ACC FOUNDATION SUMMER THEATRE ACC FOUNDATION SUMMER THEATRES 3110 MUSTANG RD ALVIN TX 77511 NONE PROGRAM EXPENSES 500 ACC - UPWARD BOUND ACC - UPWARD BOUND 3110 MUSTANG RD ALVIN TX 77511 NONE PROGRAM EXPENSES 5000 DAVINCI MAKER LABS DAVINCI MAKER LABS 220 E HWY 6 ALVIN TX 77511 NONE PROGRAM EXPENSES 2000 19300 14 138 14 14586 15 66 18 -1476 13314 13314 false false false false false false false false false false TAX PREPARATION FEES 2120 1928 192 DISTRIBUTION CALCULATION FEES 675 675 BAIRD AGGREGATE BD FD 69086 62587 DOUBLE LINE EMERGE MKTS DODGE & COX INCOME FUND 51056 51957 FIDELITY INVEST GRADE BD FD 70686 62310 ISHARES MSCI EAFE INDEX FD 38490 44921 ISHARES MSCI EMERGE MKT 18018 17180 ISHARES CORE S&P 500 ETF 34543 80785 ISHARES CORE S&P MIDCAP ETF 5586 18467 ISHARES CORE S&P SMALL CAP ETF 6923 19289 PGIM HIGH YIELD FD VANGUARD EMERGE MKTS 13268 13053 JPMORGAN CORE PLUS BOND FUND 27536 26550 DWS RREEF REAL ASSETS FUND ARTISAN HIGH INCOME FUND 12349 12376 BRANDYWINE GLOBAL HIGH YIELD FUND 12349 12483 722 735 MINERAL INTEREST 1 1 2187 EXPENSES REAL ESTATE FEES 21 21 LEASE OPERATING EXPENSES 16 16 15% DEPLETION 10 10 EXCISE TAXES PAID 219 219 ROYALTIES 66 66 DEPLETION ALLOWANCE 10 REFUND OF OVERPAID EXCISE TAX 2437