2024-05-14T10:31:49-07:00 2023-12-31 752635882 ANNA C BORG CPA PO BOX 64085 LUBBOCK TX 79464 990PF 2023-01-01 510183778 HELEN HODGES EDUCATIONAL CHARITABLE TRUST HELE 8067412178 1401 AVENUE Q LUBBOCK TX 79401 BETSY JONES TRUSTEE 8067412178 2024-05-07 BETSY JONES XXX-XX-XXXX true Anna C Borg P01331017 8067910994 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 801534 X X 5387 5387 5387 6461 6461 6461 38322 38322 38322 0 0 0 0 50170 50170 50170 0 350 350 350 7911 7911 7911 1945 1945 1945 0 0 10206 10206 10206 0 37500 37500 47706 10206 10206 37500 2464 39964 39964 2765 414 414 62963 49180 49180 0 0 940 920 920 99780 149591 146998 292520 280849 318815 0 150000 125000 122300 0 13284 13284 162907 622252 619238 801534 0 0 0 0 0 X 622252 619238 622252 619238 622252 619238 622252 2464 624716 5478 619238 AB LARGE CAP GROWTH - 33.985 SHARES P 2023-01-23 2023-07-18 3008 0 2526 482 0 0 0 482 T. ROWE PRICE GROWTH STOCK INSTL CL - 110.088 SHARES P 2022-09-08 2023-01-23 7337 0 9427 -2090 0 0 0 -2090 FIDELITY EMERGING MARKETS - 18.156 SHARES P 2021-01-27 2023-01-23 640 0 862 -222 0 0 0 -222 HARDING LOEVNER INTL EQUITY INST'L CL - 72.429 SHARES P 2020-10-26 2023-01-23 1852 0 1794 58 0 0 0 58 PARNASSUS CORE EQUITY INST'L CL - 18.964 SHARES P 2020-07-31 2023-07-18 1051 0 931 120 0 0 0 120 T. ROWE PRICE GROWTH STOCK - 444.34 SHARES P 2021-01-27 2023-01-23 29615 0 40315 -10700 0 0 0 -10700 SCHWAB S&P 500 INDEX - 25.224 SHARES P 2020-10-26 2023-07-18 1774 0 1310 464 0 0 0 464 T. ROWE PRICE INTGR US SMALL CAP GROWTH - 175.926 SHARES P 2017-02-09 2023-07-18 6613 0 5285 1328 0 0 0 1328 V/G STRATEGIC EQUITY INV CL - 226.158 SHARES P 2017-02-09 2023-01-23 7375 0 7560 -185 0 0 0 -185 VICTORY TRIVALENT INT'L SMALL CAP - 78.463 SHARES P 2020-10-26 2023-01-23 1082 0 1135 -53 0 0 0 -53 DODGE & COX INTERNATIONAL STOCK - 44.123 SHARES P 2007-08-10 2023-01-23 2061 0 2045 16 0 0 0 16 CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2023-12-31 6218 0 0 6218 0 0 0 6218 -4564 -1608 555 0 555 0 555 920 920 -920 365 365 false false false false false false false false true true TX true false false false false true N/A PROSPERITY BANK TRUST DEPT 8067677000 1401 AVENUE Q LUBBOCK TX 79401 false false false false false false false false false false false false false false false false false false false false false false false DR FRANK RAMOS TEXAS TECH UNIVERSITY LUBBOCK TX 79415 TRUSTEE 0.00 0 0 0 KAY FLETCHER PO BOX 609 WOLFFORTH TX 79382 TRUSTEE 0.00 0 0 0 BETSY JONES 3208 21ST LUBBOCK TX 79410 TRUSTEE 0.00 0 0 0 CONNIE NICHOLSON 2330 61ST LUBBOCK TX 79412 TRUSTEE 0.00 0 0 0 NATALIE STEADMAN 4507 7TH ST LUBBOCK TX 79416 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 COLLEGE SCHOLARSHIPS PROVIDED TO 20 STUDENTS AT TEXAS TECH UNIVERSITY OR LOCAL WEST TEXAS RESIDENTS STUDYING AT OTHER INSTITUTIONS OF HIGHER LEARNING. 37500 NONE 0 0 0 57661 686269 743930 0 743930 11159 732771 36639 36639 555 555 36084 36084 36084 37500 0 37500 36084 0 0 0 0 1330 1330 37500 0 1330 36170 34754 34754 2746 0 0 0 0 0 2746 0 0 0 0 2746 NO MANAGER HAS CONTRIBUTED ANY MONE NO MANAGER OWNS 10 OR MORE OF THE S THE FOUNDATION HAS A 10 OR GREATER PROSPERITY BANK - TRUST DEPARTMENT 1401 AVENUE Q LUBBOCK TX 79401 8067677000 COLLEGE TRANSCRIPTS & PERSONAL STATEMENT. JULY 15 SOUTH PLAINS AREA RESIDENT - JUNIOR STANDING OR ABOVE. OLUWATOSIN AKINSIKU 1212 N QUAKER APT 2123 LUBBOCKI TX 79414 NONE N/A SCHOLARSHIP 2000 BAO CATTEAU 3101 SW 58TH AVE APT 17101 AMARILLO TX 79118 NONE N/A SCHOLARSHIP 2500 TAYLOR GOODFELLOW 81 N AVONDALE ST AMARILLO TX 79106 NONE N/A SCHOLARSHIP 2000 MADELINE HANLY 2511 21ST STREET LUBBOCK TX 79410 NONE N/A SCHOLARSHIP 1500 STEVEN HENDON 7210 PORT PHILLIP DR ARLINGTON TX 76002 NONE N/A SCHOLARSHIP 1500 TAHA JILANI 5040 COULTER STREET SOUTH APT 1210 AMARILLO TX 79119 NONE N/A SCHOLARSHIP 2000 ISABELLA JONES 2323 GLENNDA GOODACRE BLVD APT 942A LUBBOCK TX 79401 NONE N/A SCHOLARSHIP 1500 XZAVIER LATCHISON 1212 NORTH QUAKER LUBBOCK TX 79415 NONE N/A SCHOLARSHIP 2000 KALI MAZUMDAR 3844 ANDORIAN AVENUE NORTH LAS VEGAS NV 89084 NONE N/A SCHOLARSHIP 1500 JOCELYN MEDINA 303 DETROIT AVE APT 104 LUBBOCK TX 79415 NONE N/A SCHOLARSHIP 1500 JARED MELTON 16333 PRAIRIE GARDEN RD CANYON TX 79015 NONE N/A SCHOLARSHIP 2000 TRAYLOR MOSES 3549 CURRY LN APT 3611 ABILENE TX 79606 NONE N/A SCHOLARSHIP 2500 BRENDAN O'CONNOR 1613 SALADO TRL WEATHERFORD TX 76087 NONE N/A SCHOLARSHIP 1500 IZUCHUKWU OKPALANWAKA 2702 N JUDGE ELY BLVD ABILENE TX 79601 NONE N/A SCHOLARSHIP 2000 TASMIN RAHMAN OMY 2801 SLIDE RD APT 13 LUBBOCK TX 79407 NONE N/A SCHOLARSHIP 2000 SRIJANA PANTA 701 N INDIANA AVE APT 720 LUBBOCK TX 79415 NONE N/A SCHOLARSHIP 2000 CHAD PATTERSON 7012 ATHENS ST AMARILLO TX 79118 NONE N/A SCHOLARSHIP 2000 MOLLY RAMSEY 2610 MILWAUKEE AVE 3D LUBBOCK TX 79410 NONE N/A SCHOLARSHIP 1500 ROBYN TAPP 902 SOUTH WESTERN STREET AMARILLO TX 79106 NONE N/A SCHOLARSHIP 2000 EMILY VANDERPOOL 2701 58TH STREET LUBBOCK TX 79413 NONE N/A SCHOLARSHIP 2000 37500 0 5387 6461 38322 50170 50170 3/4/6 THE FOUNDATION RECEIVED INCOME FROM INTEREST-BEARING ACCOUNTS 3/4/6 MUTUAL FUNDS AND OIL MINERAL RIGHTS. THE INCOME FROM THESE THREE 3/4/6 SOURCES IS USED FOR THE PAYMENT OF COLLEGE SCHOLARSHIPS. false false false false false false false false false false ANNA C. BORG, CPA TAX PREPARATION 350 350 350 DODGE AND COX INTERNATIONAL STOCK FUND 19122 22017 DODGE AND COX STOCK FUND 37269 52373 PARNASSUS CORE EQUITY INST'L CL 31828 34449 VANGUARD STRATEGIC EQUITY 32832 34063 T. ROWE PRICE QM US SMALL CAP FUND 27182 31764 SCHWAB S&P 500 INDEX 27494 35904 AB LARGE CAP GROWTH 31638 39495 HARDING LOEVNER INT'L EQUITY 20425 21403 VICTORY TRIVALENT INT'L SMALL 15382 15559 FIDELITY EMERGING MARKETS 15678 12343 JP MORGAN GLOBAL ALLOCATION 21999 19445 149591 146998 AXOS BANK CD 25000 23973 ENTERPRISE B&T CD 50000 48622 CELTIC BANK CD 25000 24714 MORGAN STANLEY BANK CD 25000 24991 MINERAL RIGHTS 13284 13284 162907 2022 INCOME TAXES 914 VARIOUS LONG-TERM CAPITAL LOSSES 4564 PROSPERITY BANK TRUST DEPARTMENT MANAGEMENT 7911 7911 7911 PRODUCTION TAXES 1766 1766 1766 FOREIGN TAX PAID ON DIVIDENDS 171 171 171 OTHER OIL/GAS PRODUCTION COSTS 8 8 8