2024-11-14T18:20:26-06:00 2023-12-31 882974460 MK TAX & CONSULTING LLC 12830 FLORIANNE SAN ANTONIO TX 78253 990PF 2023-01-01 841756822 BELLINGER FOUNDATION BELL 2108721501 19431 SETTLERS CREEK SAN ANTONIO TX 78258 JOHN W BELLINGER PRESIDENT 2108721501 2024-11-14 1 0 MELISSA KELLEY P00426421 2107828618 2024-11-14 2023 2024-10-15 13:58:12Z X 9408515 X 119428 428 428 326193 318640 -23222 758503 0 422827 319068 0 0 0 5000 2500 2500 26991 26991 0 609 609 0 12086 0 12086 44686 30100 14586 610688 610688 655374 30100 625274 -232547 288968 1769483 1906104 1906104 8169593 7785532 7470946 16587 31465 31465 9955663 9723101 9408515 0 0 X 0 0 0 0 9955663 9723101 9955663 9723101 9955663 9723101 9955663 -232547 0 9723116 15 9723101 RAYMOND JAMES & ASSOCIATES, INC. #R243 - PUBLICLY TRADED SECURITIES 2022-06-13 2023-04-05 155299 166674 -11375 -11375 RAYMOND JAMES & ASSOCIATES, INC. #R243 - PUBLICLY TRADED SECURITIES 2022-08-22 2023-12-31 603204 615051 -11847 -11847 -23222 4017 0 4017 0 4017 2478 0 0 0 2478 0 1539 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 0.25 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 7273074 1824389 0 9097463 0 0 9097463 136462 8961001 448050 448050 4017 4017 444033 0 444033 0 444033 625274 0 625274 444033 78674 0 0 625274 78674 0 0 444033 102567 0 0 102567 0 0 0 0 0 0 0 102567 102567 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 11612 BRISCOE WESTERN ART MUSEUM 210 W MARKET STREET SAN ANTONIO TX 78205 NONE PC SUPPORT PROGRAMS 5000 LYNN COUNTY LIVESTOCK ASSOCIATION PO BOX 87 TAHOKA TX 79373 NONE PC SCHOLARSHIPS 500 SAN ANTONIO LIVESTOCK EXPOSITION INC PO BOX 200230 SAN ANTONIO TX 78220 NONE PC SCHOLARSHIPS 56236 SAN FERNANDO CATHEDRAL 115 MAIN PLAZA SAN ANTONIO TX 78205 NONE PC SUPPORT PROGRAMS 50000 TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 NONE PC SCHOLARSHIPS AND SUPPORT PROGRAMS 434340 TEXAS A&M UNIVERSTITY SAN ANTONIO FOUNDATION ONE UNIVERSITY WAY SAN ANTONIO TX 78224 NONE PC SUPPORT PROGRAMS 25000 TEXAS AGGIE CORPS OF CADETS ASSOCIATION 1134 FINFEATHER ROAD BRYAN TX 77803 NONE PC SUPPORT PROGRAMS 10000 610688 0 14 428 14 326193 18 -23222 0 303399 0 303399 0 0 0 0 0 0 0 0 0 0 X X 1 GREG GOSSETT 601 WEST THOMAS CUERO TX 77954 16312 X 2 HENRY SCHMUECKLE 19382 SETTLERS CREEK SAN ANTONIO TX 78258 10000 X 3 BRIAN COELHO 10431 8 3/4 AVENUE HANFORD CA 93230 75000 X 4 GARY SMITH 1712 PARKLAND DR COLLEGE STATION TX 77845 7500 X 5 TIM JAMBERS 501 JAMBERS RANCH ROAD WHITSETT TX 78075 7768 X ACCOUNTING FEES 5000 2500 2500 49,854.277 SH DODGE & COX INCOME FUND CL I 661060 629161 8,420.520 SH MFS RESEARCH INTERNATIONAL FUND CL I 181774 193756 130,494.412 SH METROPOLITAN WEST TOTAL RETURN BOND FUND CL I 1322595 1199244 224,463.553 SH VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES 2318754 2179541 139,698.740 SH WESTERN ASSET CORE PLUS BOND FUND CL I 1503029 1338314 759.000 SH ISHARES TR S&P 500 GRWT ETF 56783 57001 3,682.000 ISHARES TR CORE MSCI EAFE 246664 259029 2,702.000 SH VANGUARD INDEX FUNDS S&P 500 ETF 1072570 1180234 5,592.000 SH ISHARES TR RUS MID CAP ETF 422303 434666 DUE FROM RAYMOND JAMES 16587 15933 15933 RETAINER 0 15532 15532 SECURITIES FAIR MARKET VALUE ADJUSTMENT 15 FUNDRAISING EVENTS 10723 0 10723 BANK AND CREDIT CARD FEES 99 0 99 OTHER EXPENSES 1264 0 1264 INVESTMENT FEES 26991 26991 0 FOREIGN TAX 609 609 0