2025-09-01T10:32:58-07:00 2024-12-31 PHOENIX ASSOCIATES 7322 ROYAL CIRCLE DALLAS TX 75230 990PF 2024-01-01 752708604 S J Cook Foundation SJCO 2143575479 10015 Rock Hill Lane Dallas TX 75229 Edwin Cartwright Trustee 2143575479 2025-09-01 true true Mike Doorey EA P00167023 2146916900 2025-09-01 X 2024 2025-03-06 01:10:19Z X 692137 X X 1435 20980 7649 234 0 498 22913 7649 234 1500 0 1300 6661 1596 0 0 11057 0 0 30000 0 41057 0 0 -18144 7649 234 54171 112141 112141 0 0 0 561058 579996 579996 0 0 0 0 615229 692137 692137 0 0 0 0 0 X 615229 692137 615229 692137 615229 692137 615229 -18144 95052 692137 692137 ML Capital gain dividends 542-16367 P 2023-08-15 2024-12-30 7344 0 0 7344 0 0 0 7344 Countrywide Bond (ML 542-16367) SUPP P 2024-07-25 2024-08-25 225 0 225 0 0 0 0 0 GNM Bond (ML 542-16367) SUPP P 2024-08-15 2024-09-15 5 0 5 0 0 0 0 0 GSK PLC 16367 P 2023-07-13 2024-08-19 436 0 367 69 0 0 0 69 Blackrock Liquidity P 2023-03-31 2024-08-19 8604 0 8602 2 0 0 0 2 AT&T P 2022-07-14 2024-08-21 3896 0 4151 -255 0 0 0 -255 GSX PLC P 2017-07-17 2024-05-07 15607 0 15599 8 0 0 0 8 Nestle P 2012-04-13 2024-08-19 10437 0 6069 4368 0 0 0 4368 OXY Petro P 2014-08-11 2024-08-19 3748 0 6248 -2500 0 0 0 -2500 Prudential Financial P 2022-07-11 2024-08-21 5692 0 4795 897 0 0 0 897 Realty INCM P 2022-07-11 2024-08-19 3638 0 4092 -454 0 0 0 -454 Sibanye Stillwater P 2022-06-08 2024-03-25 2791 0 7257 -4466 0 0 0 -4466 Verizon P 2022-06-08 2024-08-19 8158 0 10347 -2189 0 0 0 -2189 Vodafone Group P 2022-07-11 2024-08-19 2929 0 4596 -1667 0 0 0 -1667 Nestle ADR P 2008-10-07 2024-08-19 10437 0 3945 6492 0 0 0 6492 Blackrock Liquidity P 2022-10-31 2024-03-25 1401 0 1401 0 0 0 0 0 7649 0 106 0 106 0 106 503 0 503 -503 397 397 false false false false false true true false false true true false false false false true N/A Edwin O Cartwright III 2143575479 10015 Rock Hill Lane Dallas TX 75229 false false false false false false false false false false false false false false false false false false false false Edwin O Cartwright 10015 Rock Hill Lane Dallas TX 75229 Trustee 10.00 1500 0 0 NONE 0 NONE 0 570242 43042 0 613284 0 613284 9199 604085 30204 30204 106 106 30098 30098 30098 0 30098 25270 0 0 0 0 25270 0 0 25270 0 0 0 30098 25270 0 0 0 0 0 0 NONE NONE X Superintendent- Farmersville ISD 501 Highway 78 N Farmersville TX 75442 First Methodist Church 300 North Main Street Farmersville TX 75442 Non-PR Contribution to General Fund 10000 Farmersville ISD Schlorship Fund 501 Highway 78 Farmersville TX 75442 NON-PR Schlorships 20000 30000 525920 1435 525920 20980 525920 7883 30298 30298 3 All Earned Income from the investments are used in the computation of 3 the amount of distributions to be made to schlorships and church. 4 See the explanation of Line 3 8 See the explanation of Line 3 false false false false false false false false false false Phoenix Associates Tax Return Prep. 1300 INSTRUCTIONS July 31,2017 Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, Hey guys, 1099 Instructions Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them Mail both pink pages in large envelope- do not fold or staple them IRS INFO 11-13-2023 Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not Total tax was $503.00 & there was a $23.00 penalty for not M Lynch Royalties 724 Enterprise Products Ptn K-1 -224 -2 Increase in value of investments 95052 Merrill Lynch Fin Adv Fees Investment 6661 Foreign Taxes Paid 1596 IRS taxes paid