2024-09-24T15:29:59-05:00 2023-12-31 Alamo Advisors LP 4114 Pond Hill Rd Suite 201 San Antonio TX 78231 990PF 2023-01-01 920550245 Butt Rogers Charitable Trust % DAVID M ROGERS BUTT 2104131876 4114 Pond Hill Rd Suite 203 San Antonio TX 78231 David Rogers Co-Trustee 2104131876 2024-09-24 true true P01293048 2104042211 2023 2024-08-08 14:25:15Z X 30159013 X 1007048 94838 94838 624128 624128 185291 14007478 185291 -173869 -173869 1737436 730388 0 175982 175982 4500 4500 180482 180482 0 2416350 2416350 2596832 180482 2416350 -859396 549906 10197757 1917255 1917255 769967 5243822 5849829 16239047 7924619 8308718 1544966 12474588 14083211 28751737 27560284 30159013 0 0 X 28751737 27560284 28751737 27560284 28751737 27560284 28751737 -859396 27892341 332057 27560284 PERSHING ACCT 3577 2000-01-01 2023-12-31 13857515 13698410 159105 159105 PERSHING ACCT 9715 2000-01-01 2023-12-31 137517 123777 13740 13740 CAPITAL GAIN DIVIDENDS P 12446 CAPITAL GAIN DIVIDENDS P 12446 185291 2022-09-21 7644 7644 7644 2834 0 20000 22834 15190 15190 false false false false false false false true true TX true false true false false true N/A DAVID M ROGERS 2104131876 4114 POND HILL SUITE 203 SAN ANTONIO TX 78231 false false false false false false false false false false false false false false false false false false false false false DAVID M ROGERS 4114 Pond Hil Rd Suite 203 San Antonio TX 78231 Co-Trustee 0 0 0 0 DEBORAH B ROGERS 4114 Pond Hil Rd Suite 203 San Antonio TX 78231 Co-Trustee 0 0 0 0 NONE 23539505 4122041 0 27661546 0 27661546 414923 27246623 1362331 1362331 7644 7644 1354687 1354687 1354687 2416350 0 0 0 0 2416350 1354687 345263 2021 2020 2019 0 0 0 2416350 345263 1354687 716400 716400 0 0 0 716400 0 716400 DAVID M ROGERS AND DEBORAH B ROGERS 4114 POND HILL RD SUITE 203 SAN ANTONIOTX 78231 NA DAVID M ROGERS AND DEBORAH B ROGERS 4114 POND HILL RD SUITE 203 SAN ANTONIO TX 78231 2104131876 N/A N/A N/A N/A Sigma Nu Education Foundation 410 S Poole Dr University MS 38655 None General Charitable Purpose 30000 SA School Connect 1737 Fawn Crest San Antonio TX 78248 None General Charitable Purpose 55000 Restore Education 4205 San Pedro Ave San Antonio TX 78212 None General Charitable Purpose 100000 SA Hope Center 321 N General McMullen Dr San Antonio TX 78237 None General Charitable Purpose 125000 TAMU-SA Foundation 1 University Way San Antonio TX 78224 None General Charitable Purpose 125000 Childrens Hospital of SA Foundation PO Box 1661 San Antonio TX 78296 None General Charitable Purpose 125000 Uvalde Cisd Moving Forward Foundation 1020 NE Loop 410 Ste 450 San Antonio TX 78209 None General Charitable Purpose 250000 El Templo Cristiano 2304 El Paso St San Antonio TX 78207 None General Charitable Purpose 30850 Natl Christian Foundation 5114 Balcones Woods Drive Ste 307 Austin TX 78759 None General Charitable Purpose 3000 SA Food Bank 5200 Historic Old Hwy 90 San Antonio TX 78227 None General Charitable Purpose 25000 UT Health SA 7703 Floyd Curl Dr San Antonio TX 78229 None General Charitable Purpose 60000 Antioch Waco TX 505 N 20th St Waco TX 76707 None General Charitable Purpose 3000 Project Transformation Rio TX PO Box 100876 San Antonio TX 78201 None General Charitable Purpose 25000 Create Foundation PO Box 1053 Tupelo MS 38802 None General Charitable Purpose 40000 Red River Ministries 3112 Windsor Road Ste A112 Austin TX 78703 None General Charitable Purpose 2000 University UMC 5084 De ZaVala Rd San Antonio TX 78249 None General Charitable Purpose 15000 First Presbyterian Church 404 N Alamo St San Antonio TX 78205 None General Charitable Purpose 170000 Meals on Wheels SA 2718 Danbury San Antonio TX 78217 None General Charitable Purpose 125000 UP Partnership 11103 West Ave 2101 San Antonio TX 78213 None General Charitable Purpose 200000 Malachi Destiny & Purpose 3701 Charleston St San Antonio TX 77021 None General Charitable Purpose 10000 Generous Life 231 Public Square 300 Franklin TN 37064 None General Charitable Purpose 5000 Blue Monarch PO Box 1207 Monteagle TN 37356 None General Charitable Purpose 20000 Laity Renewal 719 Earl Garrett St Kerrville TX 78028 None General Charitable Purpose 70000 YWCA 2318 Castroville Rd San Antonio TX 78237 None General Charitable Purpose 125000 Christian Assistance Ministries 110 McCollough Ave San Antonio TX 78215 None General Charitable Purpose 20000 Musical Bridges Around The World 23705 Frontage Road Ste 200 Landsdown VA 20176 None General Charitable Purpose 10000 CMI PO Box 6846 San Antonio TX 78209 None General Charitable Purpose 50000 Carenet 44180 Riverside Parkway Ste 200 Landsdown VA 20176 None General Charitable Purpose 35000 Be Kind To San Antonio PO Box 6494 San Antonio TX 78209 None General Charitable Purpose 15000 Alamo Colleges Foundation 2222 N Alamo St San Antonio TX 78215 None General Charitable Purpose 100000 Childrens Bereavement Center 205 W Olmos Dr San Antonio TX 78212 None General Charitable Purpose 67000 Resource Center for Cong c/o 140 Sunset Rd San Antonio TX 78209 None General Charitable Purpose 25000 Life Restored of SA 14546 Brook Hollow Rd San Antonio TX 78209 None General Charitable Purpose 10000 Maestro 1811 S Laredo St San Antonio TX 78207 None General Charitable Purpose 2500 Iglesia Cristiana Roca 409 Florida St San Antonio TX 78210 None General Charitable Purpose 10000 Lifesong for Orphans PO Box 9 Gridley IL 61744 None General Charitable Purpose 10000 Helping Hands Education Fund 7731 Broadway a-2 San Antonio TX 78209 None General Charitable Purpose 5000 Food For the Hungry 1224 E Washington St Phoenix AZ 85034 None General Charitable Purpose 100000 The Refuge for DMST PO Box 90804 Austin TX 78709 None General Charitable Purpose 50000 SA Christian Dental Clinic PO Box 831750 San Antonio TX 78283 None General Charitable Purpose 25000 Shield Ranch Foundation 9433 Bee Caves Road St Austin TX 78733 None General Charitable Purpose 5000 Cast Schools Network 200 E Basse Rd 201 San Antonio TX 78209 None General Charitable Purpose 3000 Imagine Journal (Center for Religious Humanism) 3307 Third Ave W Seattle WA 98119 None General Charitable Purpose 10000 University of Houston PO Box 867 Houston TX 77001 None General Charitable Purpose 125000 2416350 14 718966 14 0 18 185291 OTHER INCOME 904257 904257 false false false false false false false false false false X X 1 David and Deborah Rogers 4114 Pond Hill Rd Suite 203 San Antonio TX 78231 1007048 X X UNREALIZED GAIN ON STOCK CONTRIBUTION 332057 partnership income -173869 -173869 BANK & INVESTMENT FEES 175982 175982 David and Deborah Rogers 4114 Pond Hill Rd Suite 203 San Antonio TX 78231 FEDERAL INCOME TAX 4500 4500