2026-09-01T17:06:46-04:00 2025-12-31 464342729 SHELTON MEAD & SHELTON PLLC 800 E BORDER ST ARLINGTON TX 76010 990PF 2025-01-01 920802337 THE SR FAMILY FOUNDATION SRFA 2149224110 4231 FM 2101 GREENVILLE TX 754025361 R C OTTWELL JR CHAIRMAN OF THE BRD 2149224110 2026-08-24 true MIKEL R SHELTON CPA P00369360 8174615551 2026-08-24 2025 X 0 X X 30 30 30 174798 174798 174798 -19079 223798 155749 174828 174828 2200 30625 8958 28591 70374 0 0 305060 305060 375434 0 305060 -219685 174828 174828 362273 167597 5291424 5710514 5653697 5878111 0 0 X 5653697 5878111 5653697 5878111 5653697 5878111 5653697 -219685 444099 5878111 5878111 2430 2430 2430 3375 3375 X 70 875 875 false false false false false false false true true true true false false false true N/A TAMELA G OTTWELL 2149224110 4231 FM 2102 GREENVILLE TX 75402 false false false false false false false false false false false false false false false false false false false false R C OTTWELL JR 4231 FM 2101 GREENVILLE TX 75402 CHAIRMAN OF 000.00 0 0 0 TAMELA G OTTWELL 4231 FM 2102 GREENVILLE TX 75402 PRESIDENT/SE 000.00 0 0 0 SHAWNTE OTTWELL 3311 COUNTY ROAD 3309 GREENVILLE TX 75402 VICE PRESIDE 000.00 0 0 0 ROSE OTTWELL 3309 COUNTY ROAD 3309 GREENVILLE TX 75402 TREASURER 000.00 0 0 0 NONE NONE AMERICAN RED CROSS 130060 ST JUDE RESEARCH HOSPITAL 65000 JOEL OSTEEN MINISTRIES 40000 ALL OTHERS: CASH VOL FIRE DEPT (15,000); NM CHRISTIAN CHILDRENS HOME (30,000) & SOUTH HUNT COUNTY FIRE RESCUE (25,000) 70000 N/A 5481518 246006 0 5727524 5727524 85913 5641611 282081 X 305060 305060 305060 305060 305060 2022-08-16 X 174828 241691 92729 2895 512143 148604 205437 78820 2461 435322 305060 300000 110000 715060 305060 300000 110000 715060 188054 185628 66508 6215 446405 RC OTTWELL JR X AMERICAN RED CROSS 2055 KENDALL DR DALLAS TX 75235 NONE POF DONATION TO ORGANIZATION 130060 CASH VOLUNTEER FIRE DEPT 4745 TX-34 GREENVILLE TX 75401 NONE POF DONATION TO ORGANIZATION 15000 JOEL OSTEEN MINISTRIES PO BOX 4600 HOUSTON TX 77210 NONE POF DONATION TO ORGANIZATION 40000 NM CHRISTIAN CHILDRENS HOME 1356 NM-236 PORTALES NM 88130 NONE POF DONATION TO ORGANIZATION 30000 SOUTH HUNT COUNTY FIRE RESCUE 4745 STATE HWY 34 S GREENVILLE TX 75401 NONE POF DONATION TO ORGANIZATION 25000 ST JUDE CHILDRENS RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE POF DONATION TO ORGANIZATION 65000 305060 14 30 14 174798 -19079 174828 -19079 155749 false false false false false false false false false false 2200 R C OTTWELL JR . PACER US SMALL CAP CASH 2024-10 PURCHASE 2025-11 223798 242877 -19079 CHARLES SCHWAB FMV MUTUAL FUNDS FMV 302750 EXCHANGE TRADED FUNDS FMV 5407764 EXPENSES PPG 28591 MARKET INVESTMENT APPRECIATION 444099 ADVISOR FEES 30625 DISBURSEMENTS FOR TAX 6884 FOREIGN TAX PAID 2074