2025-03-07T06:24:07-08:00 2024-06-30 742921742 CHARLIE KLUCK PC 1019 N HIGHWAY 6 MARLIN TX 76661 990PF 2023-07-01 760129714 RICHARD STODDER CHARITABLE FOUNDATION RICH 7132235181 1415 LOUISIANA 36TH FLOOR HOUSTON TX 77002 RANDALL E EVANS PRESIDENT 7132235181 2025-03-03 true Charlie Kluck P01449364 2548833531 2025-03-07 2023 2025-03-06 01:10:19Z X 2978836 X X 3184 3184 34839 34839 30192 6789 0 43412 81435 68215 6789 4122 2300 14550 0 0 948 21920 0 0 136100 136100 158020 0 136100 -76585 68215 6789 109683 -12183 -12183 0 0 700 175 175 29716 29716 806900 44246 44246 30610 0 1080058 1125864 2153334 0 0 0 0 1264403 1187818 2978836 0 0 0 0 0 X 1264403 1187818 1264403 1187818 1264403 1187818 1264403 -76585 1187818 0 1187818 3210.076sh harding loevner inst P 2023-05-29 2023-07-14 61137 0 54348 6789 0 0 0 6789 VARIOUS STOCK CAPITAL GAINS REALIZED P 2020-06-01 2024-06-30 23403 0 0 23403 0 0 0 23403 30192 6789 948 0 948 0 948 1123 1123 -1123 175 175 false false false false false false false true true TX true false false false true true N/A RANDALL E EVANS 7132235181 1415 LOUISIANA 36TH FLOOR HOUSTON TX 77002 false false false false false false false false false false false false false false false false false false false false RANDALL E EVANS 1415 LOUISIANA 36TH FLOOR HOUSTON TX 77002 PRESIDENT 4.00 0 0 0 SUSANNE W EVANS 1415 LOUISIANA 36TH FLOOR HOUSTON TX 77002 VICE PRESIDENT 2.00 0 0 0 EMILY J AMELIO 1415 LOUISIANA 36TH FLOOR HOUSTON TX 77002 TREASURER 3.00 0 0 0 NONE 0 NONE 0 NONE 0 0 21553 25630 2108151 2155334 0 0 2155334 32330 2123004 106150 106150 948 948 105202 105202 105202 136100 0 136100 105202 125156 0 0 0 2936 11088 14024 136100 125156 0 10944 10944 10944 14024 0 0 0 94258 0 14024 0 0 0 3080 10944 NONE NONE X TIRR FOUNDATION 5100 TRAVIS HOUSTON TX 77002 PC GENERAL SUPPORT 0 ST FRANCIS EPISCOPAL CHURCH 1101 ROCK PRAIRIE ROAD COLLEGE STATION TX 77845 PC GENERAL SUPPORT 0 AMAZING PLACE 3735 DREXEL HOUSTON TX 77027 PC GENERAL SUPPORT 0 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TX 38112 PC GENERAL SUPPORT 0 BOYS & GIRLS CLUB OF GREATER HOUSTON PO BOX 4958 HOUSTON TX 77210 PC GENERAL SUPPORT 0 ROCO 1934 W GRAY ST 311 HOUSTON TX 77019 PC GENERAL SUPPORT 40000 FIRST UNITED METHODIST CHURCH 411 COLEMAN STREET MARLIN TX 76661 PC GENERAL SUPPORT 0 THE LEUKEMIA & LYMPHOMA SOCIETY 5433 WESTHEIMER RD 300 HOUSTON TX 77056 PC GENERAL SUPPORT 1000 GREATHER HOUSTON COMMUNITY FOUNDATION 4550 POST OAK PLACE 317 HOUSTON TX 77027 PC GENERAL SUPPORT 69000 EPISCOPAL HIGH SCHOOL 4650 BISSONNET ST BELLAIRE TX 77401 PC GENERAL SUPPORT 10000 CHRISTIAN COMMUNITY SERVICE CENTER PO BOX 27924 HOUSTON TX 77227 PC GENERAL SUPPORT 0 RIVER OAKS BAPTIST CHURCH 2300 WILLOWICK ROAD HOUSTON TX 77027 PC GENERAL SUPPORT 0 TARGET HUNGER 1260 SHOTWELL ST HOUSTON TX 77020 PC GENERAL SUPPORT 0 INTERFAITH MINISTRIES FOR GREATER HOUSTON 3303 MAIN STREET HOUSTON TX 77002 PC GENERAL SUPPORT 3500 LAITY LODGE YOUTH CAMP 719 EARL GARRETT ST KERRVILLE TX 78028 PC GENERAL SUPPORT 5000 ST MARK'S EPISCOPAL SCHOOL 3816 BELLAIRE BLVD HOUSTON TX 77025 PC GENERAL SUPPORT 0 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 PC GENERAL SUPPORT 0 UNIVERSITY OF ST THOMAS 3800 MONTROSE BLVD HOUSTON TX 77006 PC GENERAL SUPPORT 100 HEADWATERS SCHOOL 807 RIO GRANDE ST AUSTIN TX 78701 PC GENERAL SUPPORT 2500 BIG BROTHERS BIG SISTERS 1003 WASHINGTON AVE HOUSTON TX 77002 PC GENERAL SUPPORT 5000 136100 14 3184 14 34839 14 23403 61426 61426 false false false false false false false false false false CHARLIE KLUCK PC TAX RETURN PREP 2300 K N ENERGY INC DEBENTURE CPN 24879 25471 BOMBADIER CAP MTG SEC REMIC 12574 1594 CWMBS REMIC SER 2005-21 3692 1946 CWMBS REMIC SER 2006-9 3101 1599 COMFORT SYSTEMS USA 1000 SHARES 20000 304120 TYLER TECHNOLOGIES INC 1000 SHARES 9716 502780 DODGE & COX INTERNATIONAL STOCK 65949 90103 DODGE & COX STOCK 185740 267123 BNY MELLON INTERNATIONAL STOCK 74717 126020 BALLIE GIFFORD EMERGING 60015 63241 HOTCHKIS AND WILEY SMALL CAP VALUE 1 19340 29215 ISHARES CORE S&P MID CAP ETF 43238 110895 LAZARD EMERGING MARKETS EQUITY INSTL 31331 31384 PRIMECAP ODYSSEY GROWTH 20880 48091 PRIMECAP ODYSSEY AGRESSIVE GROWTH 43488 57270 T ROWE PRICE BLUE CHIP GROWTH I 71042 113039 VANGUARD 500 INDEX ADMIRAL 116267 672300 VANGUARD FTSE DEVELOPED MARKETS ETF 37025 38597 WISDOMTREE EQUITY INCOME 17616 32708 WISDOMTREE MIDCAP DIVIDEND 32844 68565 INVESCO FTSE RAFI US 1000 ETF 98957 128461 ISHARES MSCI EAFE 199757 264129 VANGUARD RUSSELL 1000 GRWTH 7658 12193 HIRSCH & WESTHEIMER LEGAL 4122 NONDEDUCTABLE INCOME TAX 0 PRIOR PERIOD ADJUSTMENT 0 948 REALIZE CAPITAL GAINS 30192 OTHER 336 OTHER CONTRIBUTIONS 12884 LINSCOMB AND WILLIAMS INVESTMENT/BROKER 14550 AMERIPRISE INVESTMENT/BROKER 0