2025-02-10T06:33:16-08:00 2024-12-31 752493198 Hudgins Crosier Sumpter PC 301 S Polk Suite 375 Amarillo TX 79101 990PF 2024-01-01 466755017 THE JULIA WILLIAMS IRRV TRUST JULI 8063788334 PLAZA ONE BOX 1 AMARILLO TX 79105 AMARILLO NATIONAL BANK Trustee 2025-02-07 true true JEFFERY D SUMPTER P00040709 8063718771 2024 2025-03-06 01:10:19Z X 1872589 X X 11880 11880 11880 38863 38863 38863 56060 1181286 56060 106803 106803 50743 18444 18444 18444 1330 1330 1330 283 283 283 20057 20057 20057 0 86611 86611 106668 20057 20057 86611 135 86746 30686 47754 50590 50590 95947 356493 359537 735047 1188497 1462462 716697 1595445 1595580 1872589 0 X 1595445 1595580 1595445 1595580 1595445 1595580 1595445 135 1595580 1595580 SHORT TERM COVERED SALES P 2024-01-01 2024-12-31 1015448 1027473 -12025 -12025 LONG TERM COVERED SALES P 2022-01-01 2024-12-31 154015 97753 56262 56262 Capital Gain Dividends 11823 56060 -12025 1206 1206 1206 1816 1816 610 610 false false false false false false false true true TX true false false false false true N/A AMARILLO NATIONAL BANK 8063788334 PLAZA ONE 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 false false AMARILLO NATIONAL BANK BOX 1 AMARILLO TX 79105 Trustee 10.00 18444 NONE NONE 1795644 49172 0 1844816 0 1844816 27672 1817144 90857 90857 1206 1206 89651 89651 89651 86611 86611 89651 86611 86611 86611 0 89651 X AMERICAN RED CROSS TEXAS PANHANDLE 2025 E ST NM WASHINGTON DC 20006 NONE PUB CH GENERAL-BORGER TX 8661 FRANK PHILLIPS COLLEGE 1301 ROOSEVELT ST BORGER TX 79007 NONE PUB CH GENERAL 51967 NEW JERUSALEM CHURCH OF GOD IN CHRI 6900 NEW PORT DR AMARILLO TX 79124 NONE PUB CH GENERAL 17322 SALVATION ARMY 1090 CORONADO CTR BORGER TX 79007 NONE PUB CH GENERAL-BORGER TX 8661 86611 14 11880 14 38863 18 56060 106803 106803 false false false false false false false false false false TAX PREPARATION FEES 1330 1330 1330 0 VANGUARD MID CAP INDEX 44057 77536 VANGUARD SMALL CAP INDEX 49461 57158 FIDELITY CONCORD STR TR 500 IDX INS PREM 149072 287174 JPMORGAN US VALUE I 106083 120172 VOYA SMALL CAP GROWTH I TCMS X 41699 49921 JPMORGAN GROWTH ADVANTAGE I 53378 68562 DFA LARGE CAP INTERNATIONAL I USD 18205 19311 FEDERATED INTERNATIONAL LEADERS FUND 19278 18604 SCHWAB CAP TR INTL INDEX SLC 90139 95657 NUVEEN LARGE CAP VALUE IDX INST #7293 84742 118124 NUVEEN LARGE CAP GROWTH IDX #7292 45495 69134 BAIRD AGGREGATE BOND INST 194587 192392 DODGE & COX INCOME FUND 147 97106 95974 FEDERATED TOTAL RETURN BD IN 328 195195 192743 356493 359537 FOREIGN TAXES PAID 283 283 283