2026-06-18T05:57:17-04:00 2025-12-31 751925251 LEWIS KAUFMAN REID STUKEY GATTIS & CO PC 2308 W 5TH ST PLAINVIEW TX 79072 990PF 2025-01-01 816946315 RUSH FAMILY CHARITABLE TRUST C/O AMARILLO NATIONAL BANK RUSH 8063788342 P O BOX 1 AMARILLO TX 791050001 AMARILLO NATIONAL BANK TRUSTEE 8063788342 2026-06-18 true MARTIN C LEWIS P01412617 8062934287 2026-06-18 2025 2025-03-06 01:10:19Z X 385352 X 100000 4412 4412 5086 5086 3678 14905 2064 113176 11562 1919 1919 2659 2659 123 123 4701 4701 0 0 0 4701 4701 0 108475 6861 9001 10498 10498 237756 344741 374854 246757 355239 385352 10 17 10 17 X 246747 355222 246747 355222 246757 355239 246747 108475 355222 355222 2064 95 95 95 78 115 193 98 98 false false false false false false false true true false true 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 273127 9302 282429 564858 564858 8473 556385 27819 27819 95 95 27724 27724 27724 0 0 27724 56584 56584 27724 27724 28860 0 28860 28860 X RUSH FAMILY CHARITABLE TRUST PO BOX 1 AMARILLO TX 791050001 8063788000 14 4412 14 5086 14 2064 1614 11562 1614 13176 false false false false false false false false false false X X 1 SLOAN JENNIFER RUSH 2608 HAWTHORNE DRIVE AMARILLO TX 79109 100000 X MGT & GEN PROFESSIONAL FEES 1919 1919 221.133-BAIRD AGGREGATE BOND INST 2022-01 PURCHASE 2025-03 2178 2461 -283 3.42-DFA LARGE CAP INTERNATIONAL USD 2023-07 PURCHASE 2025-11 115 85 30 3.925-DFA LARGE CAP INTERNATIONAL US 2023-07 PURCHASE 2025-07 123 98 25 91.988-DODGE & COX INCOME FUND 2022-02 PURCHASE 2025-03 1171 1245 -74 3.434-FEDERATED INERNATIONAL LEADERS 2023-07 PURCHASE 2025-07 148 124 24 2.777-FEDERATED INERNATIONAL LEADERS 2023-07 PURCHASE 2025-11 128 100 28 40.725-FEDERATED TOTAL RETURN BD-IN 2020-06 PURCHASE 2025-03 386 465 -79 176.08-FEDERATED TOTAL RETURN BD-IN 2020-11 PURCHASE 2025-03 1671 2062 -391 5.771-FEDERATED TOTAL RETURN BD-IN3 2021-07 PURCHASE 2025-03 55 66 -11 41.184-FIDELITY CONCORD STR TR 500 I 2020-01 PURCHASE 2025-11 971 482 489 8.331-FIDELITY CONCORD STR TR 500 IN 2020-01 PURCHASE 2025-07 1823 960 863 13.873-JPMORGAN GROWTH ADVANATAGE I 2023-11 PURCHASE 2025-07 604 413 191 2.808-JPMORGAN GROWTH ADVANATAGE I 2023-11 PURCHASE 2025-11 129 84 45 0.255-JPMORGAN US VALUE I 366 2021-11 PURCHASE 2025-07 22 18 4 2.674-NUVEEN LARGE CAP GROWTH IDX IN 2021-12 PURCHASE 2025-07 194 154 40 3.039-NUVEEN LARGE CAP GROWTH IDX IN 2022-01 PURCHASE 2025-11 238 152 86 5.557-NUVEEN LARGE CAP GROWTH IDX IN 2022-01 PURCHASE 2025-07 404 278 126 5.038-NUVEEN LARGE CAP VALUE IDX INS 2020-01 PURCHASE 2025-11 143 103 40 5.855-NUVEEN LARGE CAP VALUE IDX INS 2020-01 PURCHASE 2025-07 160 120 40 14.005-SCHWAB CAP TR INTL INDEX SIC 2023-02 PURCHASE 2025-07 376 303 73 12.631-SCHWAB CAP TR INTL INDEX SIC 2023-02 PURCHASE 2025-11 361 273 88 0.939-VANGUARD MID CAP INDEX ADM 2020-01 PURCHASE 2025-07 331 213 118 1.056-VANGUARD SMALL CAP INDEX ADM 2022-01 PURCHASE 2025-07 123 104 19 3.61-VANGUARD SMALL CAP INDEX ADM 2022-10 PURCHASE 2025-03 385 354 31 2.085-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2025-11 95 69 26 1.286-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2025-07 54 43 11 12.007-VOYA SMALL CAP GROWTH I 2022-10 PURCHASE 2025-03 453 398 55 MUTUAL FUNDS AT COST 344741 374854 FEDERAL INCOME TAX PAYABLE 10 17 MGT & GEN ADVISORY FEES 2659 2659 SLOAN RUSH 2608 HAWTHORNE DRIVE AMARILLO TX 79109 MGT & GEN FOREIGN TAX PAID 28 28 MGT & GEN FEDERAL INCOME TAX 95 95