2026-06-09T15:02:56-05:00 2025-12-31 GARY D MATHIS 283 ALVES LANE NEW BRAUNFELS TX 78130 990PF 2025-01-01 746047828 CLEVE H TANDY FOUNDATION CLEV 5122821769 10512 LA COSTA DR AUSTIN TX 787411217 JUDD M EARLEY PRESIDENT 2104159130 2026-06-09 GARY D MATHIS P00734590 8306259362 2026-06-09 X 2025 2025-03-06 01:10:19Z X 1671014 X X 60873 60873 60873 211521 12064 60873 272394 72937 2250 2250 2250 694 694 694 2944 2944 2944 0 72000 72000 74944 2944 2944 72000 -14071 269450 69993 16301 47256 47256 66059 65967 65094 563898 851539 1427991 270940 149712 130673 917198 1114474 1671014 0 X 917198 1114474 917198 1114474 917198 1114474 917198 -14071 211521 1114648 174 1114474 BRIDGE BLDR LARGE VALUE P 2025-10-31 1536 1437 99 99 BRIDGE BUILDER INTL EQUITY P 2025-11-17 929 679 250 250 BRIDGE BLDR SMALL/MID VALUE P 2025-07-17 474 464 10 10 DODGE & COX INTL P 2004-12-18 2025-03-21 67 60 7 7 HARTFORD WORLD BOND F P 2024-09-26 2025-03-21 26 26 TRP INTL STOCK I P 2025-03-21 38 37 1 1 VICTORY TRIV INL SMALL CAP I P 2025-07-17 2025-11-17 343 322 21 21 BRIDGE BLDR LARGE GROWTH P 2025-02-18 1161 803 358 358 BRIDGE BLDR LARGE GROWTH P 2025-10-31 1967 1046 921 921 BRIDGE BLDR LARGE VALUE P 2025-10-31 1142 1010 132 132 BRIDGE BLDR SMALL/MID VALUE P 2025-07-17 1015 824 191 191 SHELL INTL FIN B V P 2018-03-13 2025-05-12 50000 49997 3 3 WELLS FARGO & CO P 1990-01-01 2025-07-29 220415 24660 195755 195755 ZIMVIE INC P 1993-03-23 2025-10-21 190 16 174 174 BRIDGE BLDR LARGE GROWTH P 2025-10-31 1451 1287 164 164 SEE ATTACHED WORKSHEET 27838 12413 15425 15425 211521 12064 3745 3745 3745 663 663 3082 false false false false false false false true true TX true false false false false true CLEVE M EARLEY 5122821769 10512 LA COSTA DRIVE AUSTIN TX 78747 false false false false false false false false false false false false false false false false false false false false false SHEILA EARLEY 9364 CINCHONA TRAIL SAN ANTONIO TX 78266 TREASURER 1 0 JUDD M EARLEY 9364 CINCHONA TRAIL SAN ANTONIO TX 78266 PRESIDENT 1 0 CLEVE M EARLEY 10512 LA COSTA AUSTIN TX 78747 1ST VP 1 0 ANNALYN EARLEY 14745 MERRILL TOWN DR 4521 AUSTIN TX 78728 2ND VP 1 0 CHERYL EARLEY 10412 LA COSTA AUSTIN TX 78747 SECRETARY 1 0 NONE NONE 1582218 55500 0 1637718 1637718 24566 1613152 80658 80658 3745 3745 76913 76913 76913 72000 72000 76913 72870 72000 72000 870 76913 X SUNSHINE COTTAGE SCH 603 E HILDEBRAND AVE SAN ANTONIO TX 78212 PC OPERATIONS 5000 SALVATION ARMY 4700 MANOR RD AUSTIN TX 78723 PC OPERATIONS 1000 GARDEN RIDGE LIONS CLUB 21011 CEDAR BRANCH SAN ANTONIO TX 78266 PC OPERATIONS 1000 TUNNELS TO TOWERS 2361 HYLEN BLVD STATEN ISLAND NY 10306 PC OPERATIONS 3000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC OPERATIONS 7500 HOLY TRINITY PRESB CH 16245 NACOGDOCHES SAN ANTONIO TX 78247 PC OPERATIONS 9000 NB DOWNTOWN ROTARY PO BOX 31197 NEW BRAUNFELS TX 78130 PC OPERATIONS 2000 BRACKEN VFD 23600 FM 3009 SAN ANTONIO TX 78266 PC OPERATIONS 1000 INGRAM VFD 215 TX-39 INGRAM TX 78025 PC OPERATIONS 1000 FOCUS ON THE FAMILY 8655 EXPLORER DR COLORADO SPRIN CO 80920 PC OPERATIONS 1000 THE HOPE FACTORY PO BOX 10 CHEROKEE TX 76832 PC OPERATIONS 1000 WORLD DENTAL RELIEF PO BOX 747 BROKEN ARROW OK 74013 PC OPERATIONS 1000 MARBRIDGE FDTN PO BOX 2250 MANCHACA TX 78652 PC OPERATIONS 1000 UNIV OF LOUISVILLE 501 S PRESTON LOUISVILLE KY 40292 PC OPERATIONS 1000 100 CLUB COMAL COUNTY PO BOX 310148 NEW BRAUNFELS TX 78130 PC OPERATIONS 3000 AGE OF CENTRAL TEXAS 3710 CEDAR ST AUSTIN TX 78705 PC OPERATIONS 1000 CEN TX NARCOTICS ANON 1108 LAVACA ST AUSTIN TX 78701 PC OPERATIONS 2000 ST DAVID'S EPISCOPAL 301 E 8TH ST AUSTIN TX 78701 PC OPERATIONS 2000 ST ANDREWS PRESBYTERIAN 14311 WELLS PORT DR AUSTIN TX 78728 PC OPERATIONS 1000 AUSTIN DISASTER RELIEF 12407 N MOPAC AUSTIN TX 78758 PC OPERATIONS 2000 AUSTIN RIDGE BIBLE CH 9300 BEE CAVES RD AUSTIN TX 78733 PC OPERATIONS 10000 OPEN DOOR BAPTIST CH 117 HAEKERVILLE CIBOLO TX 78108 PC OPERATIONS 2000 72000 14 60873 60873 60873 false false false false false false false false false false TAX PREPARATION 2250 2250 2250 APPLE INC SENIOR NOTES 3.25% 49788 49950 FEDEX CORP SENIOR NOTE 4.10% 99924 80723 CHEVRON CORP 14520 55477 COMCAST CORP CI A 3559 21700 CONSOLIDATED EDISON 43807 99320 DUKE ENERGY CORP NEW 24969 35515 ENBRIDGE INC 111099 116849 FMC CORP 2058 22192 IBM 33649 85309 JPMORGAN CHASE & CO 5805 130499 PFIZER INC 28635 28162 PROLOGIS INC 11080 36383 UPS INC CL B 113442 121101 WELLS FARGO & CO 50044 243625 ZIMMER BIOMET HOLDINGS INC 694 8992 MUTUAL FUND-AMERICAN BALANCED A 50856 53031 MUTUAL FUND-AMERICAN HIGH INCOME TRUST A 100000 95202 ETF-DNP SEL INCOME FUND 97418 119880 ETF-ISHARES MSC EAFE 1604 1628 ETF-ISH CORE S&P 500 6299 7534 ETF-ISH RS MD-C ETF 2577 2984 VNG GROWTH INDEX 4194 4879 BLACKROCK HIGH IELD K 7910 7785 BRIDGE BUILDER CORE FUND 29571 26657 BRIDGE BUILDER CORE PLUS FUND 36338 32035 BRIDGE BUILDER INTL EQUITY 7553 9720 BRIDGE BUILDER LARGE GROWTH 9826 17089 BRIDGE BUILDER LARGE VALUE 12117 17687 BRIDGE BUILDER SMALL/MID GRW 3499 4679 BRIDGE BUILDER SMALL/MID VALUE 3905 5120 HARTFORD WORLD BOND FUND F 1451 1458 JPM US GOVT MONEY MKT IM 1475 MFS INTL EQUITY R6 5700 6291 PRINCIPAL MIDCAP R6 4010 4534 VICTORY TRIV INTL SMALL-CAP 1 2515 3199 COST DIFFERENCE BETWEEN BROKER AND BOOKS 20835 65967 65094 NON-DEDUCTIBLE UNDERPAYMENT PENALTY 174 CAPITAL GAINS 211521 FOREIGN TAXES ON DIVIDENDS 694 694 694