2026-08-20T09:43:56-07:00 2025-12-31 751503978 HENRY & PETERS PC 3304 S BROADWAY AVE TYLER TX 75701 990PF 2025-01-01 843813964 MCMANN FAMILY FOUNDATION MCMA 9035091930 720 ESPERANZA PLACE TYLER TX 75703 GEORGE MCMANN Director 2026-08-20 true LACI CULBERT P01504775 9035976311 2025 2025-03-06 01:10:19Z X 580943 X 4107 X 61 61 15548 15548 27456 55760 27456 47172 43065 3700 2590 1110 916 445 6169 6169 10785 9204 1110 25000 25000 35785 9204 26110 11387 33861 15339 12838 12838 60 60 60 78469 71459 93558 395902 416609 473455 901 1032 1032 490611 501998 580943 0 X 490611 501998 490611 501998 490611 501998 490611 11387 501998 501998 MS 19452 PUB TR SEC P 2020-01-01 2025-12-31 37078 28304 8774 8774 Capital Gain Dividends 18682 27456 471 471 471 256 500 756 285 285 false false false false false false false true true TX true false false false false true N/A GEORGE MCMANN 9035091930 720 ESPERANZA PLACE TYLER TX 75703 false false false false false false false false false false false false false false false false false false false false false false GEORGE MCMANN 720 ESPERANZA PLACE TYLER TX 75703 President & CEO 1.00 0 PAULA ANTHONY-MCMANN 720 ESPERANZA PLACE TYLER TX 75703 VP/SECRETARY 0.00 0 LAUREN MCMANN 63 ATLANTIC AVE 11B BOSTON MA 02110 Director 0.00 0 ALANA HOFFMAN 4000 BARNETT DR PLANO TX 75024 Director 0.00 0 NONE NONE 554078 11050 0 565128 0 565128 8477 556651 27833 27833 471 471 27362 27362 27362 26110 26110 27362 25453 26110 25453 0 657 26705 X ALZHEIMER'S ALLIANCE OF SMITH COUNT 211 WINCHESTER TYLER TX 75701 UNRELATED PC SOCIAL ASSISTANCE 5000 ST BALDRICKS FOUNDATION 1333 S MAYFLOWER AVENUE SUITE 400 MONROVIA CA 91016 UNRELATED PC HEALTHCARE 20000 25000 14 61 14 15548 18 27456 43065 43065 false false false false false false false false false false TAX PREP 3700 2590 0 1110 CORPORATE STOCK 71459 93558 MUTUAL FUNDS AT COST 385622 424738 EXCHANGE TRADED FUNDS AT COST 30987 48717 INVESTMENT RECEIVABLE 645 747 747 PREPAID TAX 256 285 285 ACCT FEES 150 150 INVESTMENT FEES 6019 6019 FEDERAL EXCISE TAX 471 FOREIGN TAXES 445 445