2025-08-20T18:25:43-04:00 2024-12-31 751925251 LEWIS KAUFMAN REID STUKEY GATTIS & CO PC 2308 W 5TH ST PLAINVIEW TX 79072 990PF 2024-01-01 816946315 RUSH FAMILY CHARITABLE TRUST C/O AMARILLO NATIONAL BANK RUSH 8063788342 P O BOX 1 AMARILLO TX 791050001 AMARILLO NATIONAL BANK TRUSTEE 8063788342 2025-08-20 true true MARTIN C LEWIS P01412617 8062934287 2025-08-20 2024 2025-03-06 01:10:19Z X 261269 X X 3469 3469 3469 5930 5930 5930 1567 170147 873 10966 10272 9399 929 929 3434 3434 191 191 102 102 4656 4656 0 100000 100000 104656 4656 100000 -93690 5616 9399 12449 9001 9001 327936 237756 252268 52 340437 246757 261269 10 10 X 340437 246747 340437 246747 340437 246757 340437 -93690 246747 246747 873 78 78 78 68 19 87 9 9 false false false false false false false true true false false false false true N/A GAYLE B RAY AMARILLO NATIONAL BANK 8063788000 PO BOX 1 BOX 1 AMARILLO TX 791050001 false false false false false false false false false false false false false false false false false false false false AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK PO BOX 1 AMARILLO TX 791050001 TRUSTEE 000.00 0 0 0 SLOAN RUSH 2608 HAWTHORNE DRIVE AMARILLO TX 79109 TTEE CMTE MB 000.00 0 0 0 JENNIFER RUSH 2608 HAWTHORNE DR AMARILLO TX 79109 TTEE CMTE MB 000.00 0 0 0 NONE NONE N/A 296299 13295 261108 570702 570702 8561 562141 28107 28107 78 78 28029 28029 28029 100000 100000 28029 15387 100000 15387 28029 56584 56584 0 56584 56584 X RUSH FAMILY CHARITABLE TRUST PO BOX 1 AMARILLO TX 791050001 8063788000 SUMMIT FOUNDATION 103 S HARRIS ST SUITE 204 BRECKENRIDGE CO 80424 CHARITY DONATION 50000 WE FIND IN LOVE 8301 W AMARILLO BLVD AMARILLO TX 791595044 CHARITY DONATION 50000 100000 14 3469 14 5930 14 873 694 10272 694 10966 false false false false false false false false false false PROFESSIONAL FEES 929 929 14.612-DFA LARGE CAP INT USD 2023-07 PURCHASE 2024-04 405 364 41 4.006-DFA LARGE CAP INT USD 2023-07 PURCHASE 2024-03 112 100 12 0.698-FEDERATED INTERNATIONAL LEADER 2023-07 PURCHASE 2024-03 27 25 2 106.38-FEDERATED INTERNATIONAL LEADE 2023-07 PURCHASE 2027-04 405 385 20 27.975-JP MORGAN GROWTH ADVANTAGE I 2023-11 PURCHASE 2024-04 1033 833 200 20.465-JP MORGAN GROWTH ADVANTAGE I 2023-11 PURCHASE 2024-03 758 610 148 5.275-JP MORGAN GROWTH ADVANTAGE I 2023-11 PURCHASE 2024-07 208 157 51 647.466-BAIRD AGGREGATE BOND INST 2019-01 PURCHASE 2024-04 6248 6831 -583 541.805-BAIRD AGGREGATE BOND INST 2019-03 PURCHASE 2024-04 5228 5851 -623 303.197-BAIRD AGGREGATE BOND INST 2019-04 PURCHASE 2024-04 2886 3274 -388 380.865-BAIRD AGGREGATE BOND INST 2019-04 PURCHASE 2024-04 3675 4113 -438 57.405-BAIRD AGGREGATE BOND INST 2019-11 PURCHASE 2024-04 547 644 -97 2336.568-BAIRD AGGREGATE BOND INST 2020-01 PURCHASE 2024-04 22244 26426 -4182 510.286-BAIRD AGGREGATE BOND INST 2020-06 PURCHASE 2024-04 4858 5950 -1092 510.519-BAIRD AGGREGATE BOND INST 2020-11 PURCHASE 2024-04 4860 6075 -1215 139.508-BAIRD AGGREGATE BOND INST 2021-07 PURCHASE 2024-04 1328 1614 -286 28.775-BAIRD AGGREGATE BOND INST 2021-11 PURCHASE 2024-04 274 327 -53 350.942-BAIRD AGGREGATE BOND INST 2021-11 PURCHASE 2024-11 3432 3994 -562 9.763-BAIRD AGGREGATE BOND INST 2021-12 PURCHASE 2024-11 95 111 -16 583.215-BAIRD AGGREGATE BOND INST 2022-01 PURCHASE 2024-11 5704 6491 -787 19.238-DFA LARGE CAP INTERNATIONAL I 2023-07 PURCHASE 2024-11 526 479 47 509.36-DODGE & COX INCOME FUND 147 2019-01 PURCHASE 2024-04 6301 6785 -484 14.334-DODGE & COX INCOME FUND 147 2019-11 PURCHASE 2024-04 177 203 -26 60.48-DODGE & COX INCOME FUND 147 2020-01 PURCHASE 2024-04 748 856 -108 674.95-DODGE & COX INCOME FUND 147 2020-01 PURCHASE 2024-04 8221 9557 -1336 199.409-DODGE & COX INCOME FUND 147 2020-06 PURCHASE 2024-04 2429 2891 -462 127.724-DODGE & COX INCOME FUND 147 2020-11 PURCHASE 2024-04 1556 1903 -347 49.44-DODGE & COX INCOME FUND 147 2021-07 PURCHASE 2024-04 602 712 -110 104.43-DODGE & COX INCOME FUND 147 2021-11 PURCHASE 2024-04 1272 1483 -211 92.322-DODGE & COX INCOME FUND 147 2022-01 PURCHASE 2024-11 1161 1276 -115 290.228-DODGE & COX INCOME FUND 147 2022-01 PURCHASE 2024-04 3535 4011 -476 274.583-DODGE & COX INCOME FUND 147 2022-02 PURCHASE 2024-11 3454 3715 -261 14.131-FEDERATED INTERNATIONAL LEADE 2023-07 PURCHASE 2024-11 523 511 12 595.228-FEDERATED TOTAL RETURN BD-IN 2019-01 PURCHASE 2024-04 5571 6244 -673 36.108-FEDERATED TOTAL RETURN BD-IN 2019-11 PURCHASE 2024-04 338 398 -60 772.298-FEDERATED TOTAL RETURN BD-IN 2020-01 PURCHASE 2024-11 7283 8611 -1328 139.938-FEDERATED TOTAL RETURN BD-IN 2020-01 PURCHASE 2024-04 1310 1560 -250 204.638-FEDERATED TOTAL RETURN BD-IN 2020-06 PURCHASE 2024-11 1930 2339 -409 16.357-FIDELITY CONCORD STR TR 500 I 2020-01 PURCHASE 2024-03 2989 1476 1513 12.347-FIDELITY CONCORD STR TR 500 I 2019-01 PURCHASE 2024-04 2241 1114 1127 5.414-FIDELITY CONCORD STR TR 500 ID 2019-04 PURCHASE 2024-11 1114 543 571 4.524-FIDELITY CONCORD STR TR 500 ID 2019-04 PURCHASE 2024-07 878 454 424 22.412-FIDELITY CONCORD STR TR 500 I 2019-04 PURCHASE 2024-04 4067 2249 1818 10.981-FIDELITY CONCORD STR TR 500 I 2019-07 PURCHASE 2024-11 2260 1142 1118 26.415-FIDELITY CONCORD STR TR 500 I 2020-01 PURCHASE 2024-11 5436 3045 2391 34.868-JPMORGAN GROWTH ADVANTAGE I 2023-11 PURCHASE 2024-11 1477 1039 438 33.329-JPMORGAN US VALUE I 366 2021-11 PURCHASE 2024-04 2639 2410 229 9.69-JPMORGAN US VALUE I 366 2021-11 PURCHASE 2024-03 774 701 73 41.93-JPMORGAN US VALUE I 366 2021-11 PURCHASE 2024-11 3701 3032 669 1.067-NUVEEN LARGE CAP VALUE IDX INS 2019-07 PURCHASE 2024-03 62 36 26 2.295-NUVEEN LARGE CAP VALUE IDX INS 2019-12 PURCHASE 2024-03 133 81 52 15.66-NUVEEN LARGE CAP VALUE IDX INS 2020-01 PURCHASE 2024-11 1059 597 462 4.691-NUVEEN LARGE CAP VALUE IDX INS 2020-01 PURCHASE 2024-03 271 179 92 5.301-NUVEEN LARGE CAP VALUE IDX INS 2020-01 PURCHASE 2024-07 334 202 132 18.006-NUVEEN LARGE CAP VALUE IDX IN 2020-01 PURCHASE 2024-04 1033 687 346 2.419-NUVEEN LARGE CAP VALUE IDX INS 2021-03 PURCHASE 2024-11 164 119 45 3.773-NUVEEN LARGE CAP VALUE IDX INS 2021-12 PURCHASE 2024-11 255 217 38 16.543-NUVEEN LARGE CAP VALUE IDX IN 2019-04 PURCHASE 2024-03 414 324 90 12.144-NUVEEN LARGE CAP VALUE IDX IN 2019-04 PURCHASE 2024-04 302 238 64 26.776-NUVEEN LARGE CAP VALUE IDX IN 2019-07 PURCHASE 2024-04 665 541 124 33.727-NUVEEN LARGE CAP VALUE IDX IN 2019-12 PURCHASE 2024-04 837 668 169 133.751-NUVEEN LARGE CAP VALUE IDX I 2020-01 PURCHASE 2024-11 3659 2741 918 33.892-NUVEEN LARGE CAP VALUE IDX IN 2020-01 PURCHASE 2024-04 842 694 148 2.888-SCHWAB CAP TR INTL INDEX SLC 2020-06 PURCHASE 2024-04 69 54 15 14.238-SCHWAB CAP TR INTL INDEX SLC 2020-06 PURCHASE 2024-03 341 268 73 22.53-SCHWAB CAP TR INTL INDEX SLC 2022-01 PURCHASE 2024-04 535 508 27 1.37-SCHWAB CAP TR INTL INDEX SLC 2022-02 PURCHASE 2024-04 33 31 2 8.554-SCHWAB CAP TR INTL INDEX SLC 2022-07 PURCHASE 2024-04 203 161 42 49.795-SCHWAB CAP TR INTL INDEX SLC 2023-02 PURCHASE 2024-04 1183 1077 106 110.475-SCHWAB CAP TR INTL INDEX SLC 2023-02 PURCHASE 2024-11 2609 2388 221 2.332-VANGUARD MID CAP INDEX ADM 2019-01 PURCHASE 2024-03 719 420 299 2.75-VANGUARD MID CAP INDEX ADM 2019-01 PURCHASE 2024-04 839 495 344 1.145-VANGUARD MID CAP INDEX ADM 2019-07 PURCHASE 2024-04 350 240 110 0.308-VANGUARD MID CAP INDEX ADM 2019-11 PURCHASE 2024-04 94 66 28 5.954-VANGUARD MID CAP INDEX ADM 2020-01 PURCHASE 2024-11 2024 1351 673 0.483-VANGUARD MID CAP INDEX ADM 2020-01 PURCHASE 2024-04 147 110 37 1.317-VANGUARD SMALL CAP INDEX ADM 2019-07 PURCHASE 2024-03 144 99 45 0.836-VANGUARD SMALL CAP INDEX ADM 2019-11 PURCHASE 2024-03 91 64 27 18.367-VANGUARD SMALL CAP INDEX ADM 2020-01 PURCHASE 2024-04 1973 1482 491 10.061-VANGUARD SMALL CAP INDEX ADM 2020-01 PURCHASE 2024-03 1098 812 286 3.45-VANGUARD SMALL CAP INDEX ADM 2020-01 PURCHASE 2024-04 352 278 74 13.912-VANGUARD SMALL CAP INDEX ADM 2020-06 PURCHASE 2024-04 1418 995 423 28.742-VANGUARD SMALL CAP INDEX ADM 2021-03 PURCHASE 2024-04 2931 2928 3 4.62-VANGUARD SMALL CAP INDEX ADM 2021-03 PURCHASE 2024-11 550 471 79 0.545-VANGUARD SMALL CAP INDEX ADM 2021-07 PURCHASE 2024-11 65 56 9 6.714-VANGUARD SMALL CAP INDEX ADM 2022-01 PURCHASE 2024-11 799 658 141 3.651-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2024-07 171 121 50 11.834-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2024-04 509 392 117 14.518-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2024-11 716 481 235 10.14-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2024-03 441 336 105 MUTUAL FUNDS AT COST 237756 252268 ESTIMATED TAX PAYMENTS 52 FEDERAL INCOME TAX PAYABLE 10 ADVISORY FEES 3434 3434 FEDERAL INCOME TAX 78 78 FOREIGN TAX PAID 24 24