2025-05-11T21:02:10-05:00 2024-12-31 882974460 MK TAX & CONSULTING LLC 12830 FLORIANNE SAN ANTONIO TX 78253 990PF 2024-01-01 841756822 BELLINGER FOUNDATION BELL 2108721501 19431 SETTLERS CREEK SAN ANTONIO TX 78258 JOHN W BELLINGER PRESIDENT 2108721501 2025-05-11 1 0 MELISSA KELLEY P00426421 2107828618 2025-05-11 2024 2025-03-06 01:10:19Z X 9117995 X 0 X 265 265 343347 342492 -161012 1629018 0 182600 342757 0 0 0 12736 6368 6368 28423 28423 0 5783 783 0 11046 0 11046 57988 35574 17414 778784 778784 836772 35574 796198 -654172 307183 1906104 1446897 1446897 7785532 7599333 7656630 31465 14468 14468 9723101 9060698 9117995 0 0 X 0 0 0 0 9723101 9060698 9723101 9060698 9723101 9060698 9723101 -654172 0 9068929 8231 9060698 RAYMOND JAMES & ASSOCIATES, INC. #R243 - PUBLICLY TRADED SECURITIES 2023-12-20 2024-03-05 3314 3189 125 125 RAYMOND JAMES & ASSOCIATES, INC. #R243 - PUBLICLY TRADED SECURITIES 2022-02-03 2024-12-31 1617857 1786841 -168984 -168984 CAPITAL GAINS DIVIDENDS P 7847 7847 7847 -161012 4270 0 4270 0 4270 5000 0 0 0 5000 X 45 685 685 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JOHN BELLINGER 2108721501 19431 SETTLERS CREEK SAN ANTONIO TX 78258 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN W BELLINGER 19431 SETTLERS CREEK SAN ANTONIO TX 78258 PRESIDENT/DIRECTOR 1.00 0 0 0 GINA R BELLINGER 19431 SETTLERS CREEK SAN ANTONIO TX 78258 SECRETARY/DIRECTOR 0.25 0 0 0 JOHN A BELLINGER 19431 SETTLERS CREEK SAN ANTONIO TX 78258 DIRECTOR 0.25 0 0 0 LAUREN V BELLINGER 19431 SETTLERS CREEK SAN ANTONIO TX 78258 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 7637033 1729453 0 9366486 0 0 9366486 140497 9225989 461299 461299 4270 4270 457029 0 457029 0 457029 796198 0 796198 457029 0 0 102567 102567 796198 0 0 0 457029 339169 0 0 441736 0 0 0 0 0 0 0 441736 102567 339169 JOHN W BELLINGER X AMERICAN MEAT SCIENCE ASSOCIATION 302 SOUTH PLATTE CLAY WAY KEARNEY MO 64060 NONE PC SCHOLARSHIPS 18000 BEXAR COUNTY JUNIOR LIVESTOCK SHOW PO BOX 1193 ADKINS TX 78101 NONE PC SCHOLARSHIPS 20450 BRISCOE WESTERN ART MUSEUM 210 W MARKET STREET SAN ANTONIO TX 78205 NONE PC SUPPORT PROGRAMS 1000 SAN ANTONIO LIVESTOCK EXPOSITION INC PO BOX 200230 SAN ANTONIO TX 78220 NONE PC SCHOLARSHIPS 84800 SAN FERNANDO CATHEDRAL 115 MAIN PLAZA SAN ANTONIO TX 78205 NONE PC SUPPORT PROGRAMS 5000 TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 NONE PC SCHOLARSHIPS AND SUPPORT PROGRAMS 125000 TEXAS A&M UNIVERSITY SAN ANTONIO FOUNDATION ONE UNIVERSITY WAY SAN ANTONIO TX 78224 NONE PC SUPPORT PROGRAMS 25000 210 INSPIRED INC 11406 ANAQUA SPGS BOERNE TX 78006 NONE PC SUPPORT PROGRAMS 10000 BEACON STATE FUND PO BOX 13354 AUSTIN TX 78711 NONE PC SUPPORT PROGRAMS 10000 FRIENDS OF THE GOVERNORS MANSION 1010 COLORADO STREET AUSTIN TX 78701 NONE PC SUPPORT PROGRAMS 10000 GEORGE AND BARBARA BUSH FOUNDATION PO BOX 14141 COLLEGE STATION TX 77841 NONE PC SUPPORT PROGRAMS 37500 MISSION ROAD MINISTRIES 8706 MISSION ROAD SAN ANTONIO TX 78214 NONE PC SUPPORT PROGRAMS 5000 PANHANDLE-PLAINS HISTORICAL MUSEUM 2503 FOURTH AVENUE CANYON TX 79015 NONE PC SUPPORT PROGRAMS 2500 SAN ANTONIO A&M CLUB FOUNDATION 6205 WEST AVE SAN ANTONIO TX 78213 NONE PC SCHOLORSHIPS AND SUPPORT PROGRAMS 21800 TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION PO BOX 11020 COLLEGE STATION TX 77842 NONE PC SCHOLORSHIPS AND SUPPORT PROGRAMS 5000 TEXAS A&M UNIVERSITY KINGSVILLE FOUNDATION PO BOX 2202 KINGSVILLE TX 78363 NONE PC SUPPORT PROGRAMS 5000 TUNNEL TO TOWERS FOUNDATION 2631 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC SUPPORT PROGRAMS 400 UT HEALTH SAN ANTONIO 7703 FLOYD CURL DRIVE MC 7835 SAN ANTONIO TX 78229 NONE PC SUPPORT PROGRAMS 1000 TROOPS FIRST FOUNDATION 12788 BARNETT DRIVE MOUNT AIRY MD 21771 NONE PC SUPPORT PROGRAMS 91334 THE ASSOCIATION OF FORMER STUDENTS 505 GEORGE BUSH DR COLLEGE STATION TX 77840 NONE PC SUPPORT PROGRAMS 300000 778784 0 14 265 14 343347 18 -161012 0 182600 0 182600 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12736 6368 6368 49,854.277 SH DODGE & COX INCOME FUND CL I 661060 617196 130,494.412 SH TCW METROPOLITAN WEST TOTAL RETURN BOND FUND CL I 1322595 1157485 224,463.553 SH VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES 2318754 2127914 759.000 SH ISHARES TR S&P 500 GRWT ETF 56783 77061 2,897.000 ISHARES TR CORE MSCI EAFE 190307 203601 2,815.000 SH VANGUARD INDEX FUNDS S&P 500 ETF 1129437 1516750 4,873.000 SH ISHARES TR RUS MID CAP ETF 365204 430773 138,727.475 SH BAIRD AGGREGATE BOND FUND INSTL CL N/L 1344532 1338720 9,606.281 SH GOLDMAN SACHS GQG PARTNERS INTL OPPORS FD INVSTR CL N/L 210661 187130 DUE FROM RAYMOND JAMES 15933 14468 14468 RETAINER 15532 0 0 FAIR MARKET VALUE ADJUSTMENT 8231 FUNDRAISING EVENTS 11046 0 11046 INVESTMENT FEES 28423 28423 0 FOREIGN TAX 783 783 0 EXCISE TAX 5000 0 0