2024-06-05T11:57:25-04:00 2023-12-31 752618166 LPT CPAS ADVISORS PLLC 801 S FILLMORE ST STE 420 AMARILLO TX 79101 990PF 2023-01-01 208123299 LOUISE HAMM CHARITABLE TRUST HAMM 8067614108 PO BOX 1 AMARILLO TX 79105 AMARILLO NATIONAL BANK TRUSTEE 8067614108 2024-06-01 VANESSA POPE 999009999 true TERRY PRUIETT CPA P01400607 8063734884 2024-06-01 2023 2023-04-26 12:10:37Z X 380753 X X 1034 1034 8945 8945 9123 88583 9123 19102 19102 4080 2040 2039 2760 1380 1380 144 55 6984 3475 3419 16236 16236 23220 3475 19655 -4118 15627 31 11403 11403 19783 20082 152339 198362 167018 150906 354351 354382 350543 380753 0 X 354382 350543 354382 350543 354382 350543 354382 -4118 350264 -279 350543 ANB TRUST 0900 - SEE ATTACHED P 2023-12-31 32007 31767 240 240 ANB TRUST 0900 - SEE ATTACHED P 2023-12-31 55679 47693 7986 7986 9123 240 217 217 217 250 250 33 33 false false false false false false false true true TX true false false false false true N/A AMARILLO NATIONAL BANK 8067614108 P O BOX 1 AMARILLO TX 79105 false false false false false false false false false false false false false false false false false false false false AMARILLO NATIONAL BANK P O BOX 1 AMARILLO TX 79105 TRUSTEE 000.00 4080 0 0 NONE NONE N/A 368667 551 0 369218 369218 5538 363680 18184 18184 217 217 17967 17967 17967 19655 19655 17967 16235 19655 16235 3420 14547 X AMERICAN CANCER SOCIETY 3915 BELL ST AMARILLO TX 79109 NONE PC CHARITABLE 5412 AMERICAN HEART ASSOCIATION 10900-B STONELAKE STE 320 AUSTIN TX 78759 NONE PC CHARITABLE 5412 BELL AVENUE CHURCH OF CHRIST 1600 BELL ST AMARILLO TX 79106 NONE PC RELIGIOUS 5412 16236 14 1034 14 8945 18 9123 19102 19102 false false false false false false false false false false TAX PREPARATION 2760 1380 1380 BAIRD AGGREGATE BOND INST 84089 75521 DODGE & COX INCOM FUND 147 40725 37687 FEDERATED TOTAL RETURN BD-IN 42204 37698 JP MORGAN US VALUE I 22509 23081 TIAA-CREFF LARGE CAP VALUE INDX INST 19038 22456 FIDELITY CONCORD STR TR 500 IDX INS 27766 52767 JPMORGAN GROWTH ADVANTAGE I 11141 12155 TIAA-CREFF LARGE CAP GROWTH IDX INST 8422 11928 VANGUARD MID-CAPT IND ADM 9723 15193 VANUGARD SMALL CAP INDEX ADM 19048 22830 VOYA SMALL CAP GROWTH I 8753 10324 DFA LARGE CAP INTERNALTIONAL I USD 3740 3956 FEDERATED INTERNATIONAL LEADERS FUND 3816 3902 SCHWAB CAP TR INT'L INDEX SLC 18383 19770 19783 20082 AMPLIFY LITHIUM & BATTERY AT COST BAIRD AGGREGATE BOND INST AT COST DEFIANCE 5G NEXT GEN AT COST DODGE & COX INCOME FD 147 AT COST FEDERATED TOTAL RETURN BD-IN AT COST FIDELITY CONCORD STR AT COST FIDELITY LARGE CAP GROWTH ENHANCED AT COST GLOBAL X AUTONOMOUS & ELECTRIC AT COST ISHARES CYBERSECURITY & TECH AT COST ISHARES GLOBAL CLEAN ENERGY AT COST JPMORGAN US VALUE I AT COST MONEY MARKET - INVESCO PREMIER U.S. AT COST SCHWAB CAP TR INTL INDEX AT COST SPROTT URANIUM MINERS ETF AT COST TIAA-CREF LARGE CAP GROWTH AT COST TIAA-CREF LARGE CAP VALUE AT COST VANGUARD MID CAP INDEX ADM AT COST VANGUARD MONEY MARKET RESERVE FUND AT COST VANGUARD SMALL CAP INDEX AT COST VOYA SMALL CAP GROWTH I AT COST PY TIMING ITEMS -279 EXCISE TAXES 89 FOREIGN TAXES WITHHELD 55 55