2025-04-22T06:57:30-07:00 2024-12-31 752493198 Hudgins Crosier Sumpter PC 301 S Polk Suite 375 Amarillo TX 79101 990PF 2024-01-01 611669789 MARAK FAMILY FOUNDATION CO FOUNDATION SOURCE MARA 8008391754 501 SILVERSIDE ROAD 123 WILMINGTON DE 19809 KEN M MARAK President/Treas 2025-04-21 true true JEFFERY D SUMPTER P00040709 8063718771 2024 2025-03-06 01:10:19Z X 7520009 X 1009540 197904 197904 197904 458491 4283733 458491 691 1665935 656395 198595 2165 2165 2165 48732 48732 48732 3575 3575 3575 54472 54472 54472 0 256050 256050 310522 54472 54472 256050 1355413 601923 144123 820494 1076160 1076160 733527 841775 1362701 3862200 4853699 5081148 5416221 6771634 7520009 0 X 5416221 6771634 5416221 6771634 5416221 6771634 5416221 1355413 6771634 6771634 PUBLICLY TRADED SECURITIES - FIDELITY ST P 2024-01-01 2024-12-31 2020401 2019710 691 691 PUBLICLY TRADED SECURITIES - FIDELITY LT P 2022-01-01 2024-12-31 2263238 1805532 457706 457706 Capital Gain Dividends 94 458491 691 8367 8367 8367 X 91 8458 0 false false false false false false false true true TX true false false false false true N/A FOUNDATION SOURCE 8008391754 501 SILVERSIDE ROAD STE 123 WILMINGTON DE 198091377 false false false false false false false false false false false false false false false false false false false false false false CLARENCE E MARAK 2346 BEECH PAMPA TX 79065 Director 1.00 0 BETTY L MARAK 2346 BEECH PAMPA TX 79065 Director 1.00 0 KEN M MARAK 4015 FALCON LAKE ARLINGTON TX 76016 President/Treas 1.00 0 JAN DAVIDSON 3900 BLAKE ASHTON DRIVE ARLINGTON TX 76001 Director 0.50 0 KEVIN MARAK 2221 CARLISLE STREET BEDFORD TX 76021 Director 0.50 0 KATIE LYTLE 2545 GRANITE HILL DRIVE LEANDER TX 78641 Director 0.50 0 KONNER MARAK 2429 NW 35TH STREET OKLAHOMA CITY OK 73112 Director 0.50 0 JAKE COWMAN 3900 BLAKE ASHTON DRIVE ARLINGTON TX 76001 Director 0.50 0 BEN COWMAN 5590 SPINE ROAD APT 202 BOULDER CO 80301 Director 0.50 0 NONE NONE 5464501 948327 0 6412828 0 6412828 96192 6316636 315832 315832 8367 8367 307465 307465 307465 256050 256050 307465 256028 256050 256028 0 22 307443 CLARENCE E MARAK BETTY L MARAK X ROMAN CATHOLIC DIOCESE OF AMARILLO PO BOX 5644 AMARILLO TX 79117 NONE PUB CH GENERAL OPERATING OTHER ($36,000) AND SUPPORT OF EDUCATION OF SEMINARIANS ($7,000) 43000 PAMPA MEALS ON WHEELS PO BOX 939 PAMPA TX 79066 NONE PUB CH GENERAL SUPPORT 11000 TOP OF TEXAS CRISIS PREGNANCY CENTE PO BOX 2097 PAMPA TX 79066 NONE PUB CH GENERAL SUPPORT 11000 TRALEE CRISIS CENTER PO BOX 2880 PAMPA TX 79066 NONE PUB CH GENERAL SUPPORT 11000 BUCKNER CHILDREN AND FAMILY SERVICE 700 N PEARL ST STE 1200 DALLAS TX 75201 NONE PUB CH GENERAL - FOCUSED ON AMARILLO LOCATION 11000 CATHOLIC STUDENT CENTER 2610 4TH AVE CANYON TX 79015 NONE PUB CH GENERAL SUPPORT 4500 GOOD SAMARITAN CHRISTIAN SERVICES 309 N WARD ST PAMPA TX 79065 NONE PUB CH GENERAL SUPPORT 11000 HIGH PLAINS FOOD BANK PO BOX 31803 AMARILLO TX 79120 NONE PUB CH GENERAL SUPPORT 11000 ST VINCENT DE PAUL CATHOLIC CHURCH 810 W 23RD AVE PAMPA TX 79065 NONE PUB CH GENERAL SUPPORT 25300 MEDICAL CENTER LEAGUE HOUSE OF AMAR 7000 W AMARILLO BLVD AMARILLO TX 79106 NONE PUB CH GENERAL SUPPORT 11000 BOYS GIRLS CLUB OF GREATER FT TARRA 3218 E BELKNAP ST FORT WORTH TX 76111 NONE PUB CH GENERAL SUPPORT 10875 HOMES FOR OUR TROOPS INC 6 MAIN STREET TAUNTON MA 02780 NONE PUB CH GENERAL SUPPORT 1810 MAKE-A-WISH FOUNDATION OF TEXAS GC 12625 SOUTHWEST FWY STAFFORD TX 77477 NONE PUB CH GENERAL SUPPORT 1810 MISSION METROPLEX INC 210 W SOUTH ST ARLINGTON TX 76010 NONE PUB CH GENERAL SUPPORT 7250 ACH CHILD AND FAMILY SERVICES 3712 WICHITA ST FORT WORTH TX 76119 NONE PUB CH GENERAL SUPPORT 1810 OPERATION HOMEFRONT INC 1355 CENTRAL PARKWAY S STE 100 SAN ANTONIO TX 78232 NONE PUB CH GENERAL SUPPORT 1810 CASA OF THE HIGH PLAINS 315 N BALLARD PAMPA TX 79065 NONE PUB CH GENERAL SUPPORT 11000 CITYSQUARE 4000 EAST SIDE AVE DALLAS TX 75226 NONE PUB CH GENERAL SUPPORT 1810 FOOD FOR THE POOR INC 6401 LYONS ROAD COCONUT CREEK FL 33073 NONE PUB CH GENERAL SUPPORT 7250 GUNS N HOSES FOUNDATION 1891 FOREST LN GARLAND TX 75042 NONE PUB CH GENERAL SUPPORT 1810 CATHOLIC FAMILY SERVICE INC PO BOX 15127 AMARILLO TX 79105 NONE PUB CH GENERAL SUPPORT 9000 LENA POPE HOME INC 3200 SANGUINET ST FORT WORTH TX 76107 NONE PUB CH SUPPORT OF SUBSTANCE ABUSE PROGRAM, OTHER 1810 RONALD MCDONALD HOUSE CHARITIES OF 1501 STREIT DR AMARILLO TX 79106 NONE PUB CH GENERAL SUPPORT 11000 MOBILE LOAVES FISHES INC 9301 HOG EYE UNIT 950 AUSTIN TX 78724 NONE PUB CH GENERAL SUPPORT 1480 AMERICAN LEBANESE SYRIAN ASSOC CHAR 501 SAINT JUDE MEMPHIS TN 38105 NONE PUB CH GENERAL SUPPORT 1110 DALLAS CHILDRENS ADVOCACY CENTER 5351 SAMUELL BLVD DALLAS TX 75228 NONE PUB CH GENERAL SUPPORT 1110 STEPHEN SILLER TUNNEL TO TOWERS FOU 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PUB CH GENERAL SUPPORT 1810 CATHOLIC DIOCESE OF FORT WORTH 800 W LOOP 820 S FORT WORTH TX 76108 NONE PUB CH GENERAL SUPPORT 14000 FOSTER VILLAGE INC 15400 FITZHUGH RD DRIPPING SPRINGS TX 78620 NONE PUB CH GENERAL SUPPORT 1480 FRIENDS OF THE WORLD FOOD PROGRAM I PO BOX 96316 WASHINGTON DC 20090 NONE PUB CH GENERAL SUPPORT 4445 HONESTLY INC 1300 N BROADWAY DR OKLAHOMA CITY OK 73103 NONE PUB CH GENERAL SUPPORT 1110 MEDECINS SANS FRONTIERES USA INC - 40 RECTOR ST 16TH FL NEW YORK NY 10006 NONE PUB CH GENERAL SUPPORT 4445 SHRINERS HOSPITALS FOR CHILDREN 815 MARKET ST GALVESTON TX 77550 NONE PUB CH GENERAL SUPPORT OF HOSPITAL IN GALVESTON TX 1110 SIDE BY SIDE KIDS INC PO BOX 15123 AUSTIN TX 78761 NONE PUB CH GENERAL SUPPORT 1480 TEXAS SCOTTISH RITE HOSPITAL FOR CH 2222 WELBORN ST DALLAS TX 75219 NONE PUB CH GENERAL SUPPORT 3625 256050 14 197904 18 458491 656395 656395 false false false false false false false false false false X X 1 CLARENCE AND BETTY LOU MARAK CHARIT 4015 FALCON LAKE DR ARLINGTON TX 76016 1009540 X TAX PREPARATION FEES 2165 2165 2165 0 MICROSOFT CORP 10433 70390 APPLE INCORPORATED 20331 77630 COMCAST CORPORATION NEW CLASS A HOME DEPOT INCORPORATED 29757 54070 PEPSICO INCORPORATED PROGRESSIVE CORPORATION 21788 53912 UNITEDHEALTH GROUP INCORPORATED 32731 49068 WALMART INCORPORATED 32119 60625 AVERY DENNISON CORP COM DR HORTON INC COM STK 26458 45302 LPL FINANCIAL HOLDINGS INC LOWES COMPANIES INC COM QUALCOMM INC 40375 51309 TEXAS INSTRUMENTS INC COM 33855 50253 UNITED RENTALS INC 13941 47902 AMERICAN INTERNATIONAL GROUP 38672 52343 CISCO SYSTEMS INC CONOCOPHILLIPS COM 49657 50279 MICRON TECHNOLOGY INC 31966 46288 ABBVIE INC COM (ABBV) 37768 47979 ALPHABET INC CAP STK CL A (GOOGL) 37170 68527 FISERV INC COM STK US (F1) 34622 56285 KLA CORP COM NEW (KLAC) 34394 51670 ELI LILLY & CO COM (LLY) 32066 51724 MUELLER INDUSTRIES (MLI) 28512 52933 BROADCOM INC COM 49975 75348 META PLATFORMS INC CLASS A CS (META) 44475 56209 NEWMARKET CORP (NEU) 20938 20077 NVIDIA CORP COM (NVDA) 46587 54253 TJX COMPANIES 45068 58593 VISA INC (V) 48117 59732 AMERICAN FUNDS INTL VANTAGE F2 AT COST VANGUARD CHARLOTTE TOTAL INTL BD INDEX AT COST 56009 54347 AMERICAN CENTY ETF TR AVANTIS US AT COST SPDR PORTFOLIO EMERGING MARKETS ETF AT COST 167684 155667 VANGUARD RUSSELL 2000 ETF (VTWO) AT COST 187559 230650 ISHARES MSCI SOUTH KOREA ETF (EWY) AT COST 9768 8295 ISHARES TRUST CORE MSCI EAFE ETF (IEFA) AT COST 51225 53132 ISHARES TR JP MOR EM MK ETF (EMB) AT COST 166314 163299 PIMPCO INCOME FUND INSTITUTIONAL FUND AT COST 1609206 1631646 AMERICAN CENTY ETF TR AVANTIS EMGMKT AT COST ISHARES CORE S&P US VALUE ETF (IUSV) AT COST 191802 206661 ISHARES INC CORE MSCI EMERGING MKTS ETF AT COST SPDR S&P EMERGING MARKETS SMALL CAP (EWX AT COST VANGUARD INDEX FUNDS S&P 500 ETF (VOO) AT COST 330451 430509 VANGUARD INDEX FDS VANGUARD GROWTH (VUG) AT COST 250125 330815 WISDOMTREE TR US SMALL CAP (DGRS) AT COST 39523 49591 ISHARES TR 20 YR TR BD ETF (TLT) AT COST 56252 52311 ISHARES TR BROAD USD HIGH (USHY) AT COST 166521 165665 VANGUARD SHORT TERM TREASURY ETF (VGSH) AT COST VANGUARD INTERMEDIATE TERM (VCIT) AT COST AVANTIS EMERGING MARKETS EQUITY ETF AT COST 30119 30630 AVANTIS US SMALL CAP VALUE ETF AT COST 37701 49423 CAPITAL GROUP INTERNATIONAL EQ SHS AT COST 888032 892122 EXCHANGE TRADED CONCEPTS TRUST EMQQ AT COST 64467 64512 ISHARES CHINA LARGE CAP ETF FXI AT COST 17126 15707 ISHARES CORE S&P SMALL CAP (IJR) AT COST 389541 354301 ISHARES MSCI TAIWAN ETF (EWT) AT COST 16121 15373 VANGUARD SCOTTSDALE FUNDS ST (VGSH) AT COST 56046 55969 VANGUARD SCOTTSDALES FUNDS INTER (VCIT) AT COST 55468 54905 WISDOMTREE INDIA EARNINGS (EPI) AT COST 16639 15618 INVESTMENT MANAGEMENT FEES 48732 48732 48732 0 FEDERAL INCOME TAX 1681 1681 1681 FOREIGN TAXES 1894 1894 1894