2025-06-06T08:02:19-07:00 2024-12-31 475476811 DeBenonBroussard LP 1521 Green Oak Pl Ste 194 Kingwood TX 77339 990PF 2024-01-01 465015111 WADE A AND RUBY O WALLINGER FOUNDATION WADE 2819609636 4022 SPRUCE VALLEY DR KINGWOOD TX 77345 WADE A WALLINGER SEC/TREAS/DIRECTOR 2025-06-06 true true Chuck K DeBenon CPA PFS P00629664 2814467667 2024 2025-03-06 01:10:19Z X 1350519 X X 2 2 2 37467 37467 37467 -3437 294127 27 27 34059 37496 37469 905 1532 12002 14439 0 0 91990 91990 106429 0 91990 -72370 37496 37469 28004 33438 33438 2034 1513 1214948 1140810 1317081 388 326 1245374 1176087 1350519 250 3333 250 3333 X 100 100 1245024 1172654 1245124 1172754 1245374 1176087 1245124 -72370 1172754 1172754 VARIOUS MORGAN STANLEY - ST COVERED P 2024-09-10 2024-12-05 82769 83654 -885 -885 VARIOUS MORGAN STANLEY - ST COVERED P 2022-01-23 2024-12-05 211358 213910 -2552 -2552 Wash Sale 1003 -2434 -433 521 521 521 2034 2034 1513 1513 false false false false false false false true true true false false false false true N/A WADE WALLINGER 2819609636 4022 SPRUCE VALLEY DR KINGWOOD TX 77345 false false false false false false false false false false false false false false false false false false false false false false RUBY O WALLINGER 4022 SPRUCE VALLEY DR KINGWOOD TX 77345 PRESIDENT/DIREC 1.00 0 WADE A WALLINGER 4022 SPRUCE VALLEY DR KINGWOOD TX 77345 SEC./TREAS/DIRE 2.00 0 GINGER KLASNICH 200 BAY POINTE DRIVE VONORE TN 37885 Director 0.10 0 GUY DAYVAULT 2923 FOUR PINES DRIVE KINGWOOD TX 77345 Director 0.10 0 NONE NONE 1301634 24550 0 1326184 0 1326184 19893 1306291 65315 65315 521 521 64794 64794 64794 91990 91990 64794 53068 91990 53068 0 38922 25872 RUBY O WALLINGER WADE A WALLINGER X YMCA OF GREATER HOUSTON 2600 N LOOP W FWY 300 HOUSTON TX 77092 PC CHARITABLE 2000 SPECIAL OLYMPICS TEXAS 1804 RUTHERFORD LANE AUSTIN TX 78754 PC CHARITABLE 500 NEW HORIZONS OF NW FL 10050 HILLVIEW DR PENSACOLA FL 32514 PC CHARITABLE 4000 HOLY COMFORTER CHURCH 1901 Woodland Hills Drive KINGWOOD TX 77339 PC CHARITABLE 50000 VILLAGE LEARNING CENTER 3819 PLUM VALLEY DR KINGWOOD TX 77339 PC CHARITABLE 5000 BIBLE PROJECT 1302 SE ANKENY STREET PORTLAND OR 97214 PC CHARITABLE 125 SOUTHEAST TEXAS FOOD BANK 3845 S ML KING JR PARKWAY BEAUMONT TX 77705 PC CHARITABLE 125 LUTHERHILL MINISTRIES 3782 LUTHER HILL RD LA GRANGE TX 78945 PC CHARITABLE 2000 FOSTER'S HOME FOR CHILDREN 1779 N GRAHAM ST STEPHENVILLE TX 76401 PF CHARITABLE 5000 HOLY COMFORTER LUTHER CHURCH 1901 WOODLAND HILLS DR KINGWOOD TX 77339 PF CHARITABLE 3000 MARCH OF DIMES 5420 DASHWOOD DR STE 302 HOUSTON TX 77081 PF CHARITABLE 100 NONPAREIL INSTITUTE 10675 RICHMOND AVE HOUSTON TX 77042 PF CHARITABLE 2000 STAR OF HOPE MISSION 4848 LOOP CENTRAL DR STE 500 HOUSTON TX 77081 PF CHARITABLE 2000 THE HIVE FOUNDATION CAMROSE AVENUE LONDON LONDON UK HA8 6AG PF CHARITABLE 5000 ST JOSEPH'S INDIAN SCHOOL PO BOX 326 CHAMBERLAIN SD 57326 PF CHARITABLE 100 HUMBLE ISD FOUNDATION 20200 EASTWAY VILLAGE DR HUMBLE TX 77338 PF CHARITABLE 1040 SOUTH PACIFIC COUNTY HUMANE SOCIIET 330 2ND ST NE LONG BEACH WA 98631 PF CHARITABLE 5000 KINGWOOD ROBOTICS BOOSTER CLUB 2701 KINGWOOD DR KINGWOOD TX 77339 PF CHARITABLE 2000 REASON FOUNDATION 5737 MESMER AVE LOS ANGELES CA 90230 PF CHARITABLE 1000 HAAM 1302 1st STREET EAST HUMBLE TX 77338 PF CHARITABLE 2000 91990 2 37467 -3437 CAPITAL GAIN DISTRIBUTION 27 34059 34059 3411 ALL INVESTMENT ACTIVITIES ARE INTENDED TO GROW THE FOUNDATIONS ASSET LEVELS IN ORDER TO INCREASE CHARITABLE CONTRIBUTIONS DURING THE FOUNDATIONS EXISTENCE. false false false false false false false false false false ORGANIZATIONAL COSTS 2014-01-01 1063 675 63 738 Net Intangible Assets 388 325 Rounding 1 Amortization 63 CC CASH REWARDS -25 INVESTMENT EXPENSES 11947 OFFICE SUPPLIES & POSTAGE 42 VISA CASH REWARDS -25 CAPITAL GAIN DISTRIBUTION 27 27 CREDIT CARD 250 3000 UNSETTLED PURCHASES/SALES 333 DEBENONBROUSSARD 900 0 0 0 TAX1099 5 0 0 0 FEDERAL INCOME TAX - GROSS 521 FOREIGN TAXES 1011