2025-04-09T11:56:23-04:00 2024-11-30 273774197 MODERA WEALTH MANAGEMENT LLC 85 PEACHTREE RD ASHEVILLE NC 28803 990PF 2023-12-01 311699626 THE GLASS-BELMONT FOUNDATION GLAS 8326419032 4899 MONTROSE BLVD APT 1614 HOUSTON TX 770066171 NANCY L GLASS TREASURER 7137232276 2025-04-03 true true CANDICE CANINO P02099315 8282777400 2025-04-09 2023 2025-03-06 01:10:19Z X X 160657 X 100566 9 9 3162 3162 3602 21237 3602 107339 6773 1116 1116 262 262 35 1413 1378 0 8000 8000 9413 1378 8000 97926 5395 1530 4669 4669 82931 86541 10899 11040 44213 44213 58407 45743 142712 160657 0 X 45743 142712 45743 142712 45743 142712 45743 97926 143669 957 142712 AMGEN INC (7 SHARES) D 2024-10-30 2208 1899 309 309 AMGEN INC (58 SHARES) D 2024-11-06 18399 15736 2663 2663 3602 75 75 75 75 false false false false false false false false true false true false false true N/A NANCY L GLASS 8326419032 4899 MONTROSE BLVD APT 1614 HOUSTON TX 770066171 false false false false false false false false false false false false false false false false false false false false JOHN W BELMONT 4899 MONTROSE BLVD APT 1614 HOUSTON TX 770066171 PRESIDENT 0.25 0 0 0 NANCY L GLASS 4899 MONTROSE BLVD APT 1614 HOUSTON TX 770066171 TREASURER 0.25 0 0 0 SUSAN GARDNER 19 ROBBIE RD CORTLANDT NY 10567 TRUSTEE 0.25 0 0 0 SUSAN FERNBACH 3808 FM 1948 RD N BURTON TX 77835 TRUSTEE 0.25 0 0 0 NONE NONE 10/09/2024 CONTRIBUTION OF 2,000 TO CHAMBER MUSIC HOUSTON, LOCATED AT 6100 MAIN ST, HOUSTON, TX 77005. FEID 74-6050208. IN ADDITION, THE FOUNDATION AWARDED GRANTS OF 1,000 EACH TO SIX OTHER QUALIFIED PUBLIC CHARITIES TO SUPPORT GENERAL CHARITABLE PURPOSES. SEE PART XIV FOR FULL DETAILS. N/A 162626 2394 0 165020 165020 2475 162545 8127 8127 75 75 8052 8052 8052 8000 8000 8052 608 608 8000 8000 52 52 556 0 556 556 JOHN W BELMONT NANCY L GLASS NANCY L GLASS 4899 MONTROSE BLVD APT 1614 4899 MONTROSE BLVD APT 1614 HOUSTON TX 77096 7137232276 APPLICANTS MAY SUBMIT WRITTEN OR VERBAL REQUESTS, WHICH MUST INCLUDE BASIC INFORMATION ABOUT THE ORGANIZATION, THE PURPOSE OF THE SCHOLARSHIP OR AWARD, THE AMOUNT REQUESTED, THE NAME OF THE POTENTIAL BENEFICIARY (IF APPLICABLE), AND THE DATE OF THE REQUEST. APPLICANTS MUST ALSO PROVIDE CONTACT INFORMATION FOR SOMEONE AT THE ORGANIZATION, INCLUDING A PHONE NUMBER AND ADDRESS. APPLICATIONS ARE ACCEPTED AT ANY TIME; THERE ARE NO FIXED DEADLINES. THERE ARE NO ABSOLUTE RESTRICTIONS ON AWARDS. IN GENERAL, AWARDS WILL BE DIRECTED TO ARTS ORGANIZATIONS AND TO ORGANIZATIONS SUPPORTING CHILDREN'S HEALTH CARE AND BASIC NEEDS, INCLUDING FOOD, CLOTHING, AND SHELTER. GIFTS MAY ALSO BE MADE AT THE DISCRETION OF THE DIRECTORS AS CIRCUMSTANCES WAARRANT. CHAMBER MUSIC HOUSTON CHAMBER MUSIC HOUSTON 6100 MAIN ST 6100 MAIN ST HOUSTON TX 77005 NONE 509(A)(2) TO SUPPORT PURPOSE OF THE FOUNDATION 2000 BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA 1 BAYLOR PLAZA HOUSTON TX 77030 NONE 509(A)(1) TO SUPPORT PURPOSE OF THE FOUNDATION 1000 EMERGENCY AID COALITION EMERGENCY AID COALITION 5401 FANNIN ST 5401 FANNIN ST HOUSTON TX 77004 NONE 509(A)(1) TO SUPPORT PURPOSE OF THE FOUNDATION 1000 SEARCH HOMELESS SERVICES SEARCH HOMELESS SERVICES 2015 CONGRESS ST 2015 CONGRESS ST HOUSTON TX 77002 NONE 509(A)(1) TO SUPPORT PURPOSE OF THE FOUNDATION 1000 HOUSTON FOOD BANK HOUSTON FOOD BANK 535 PORTWALL ST 535 PORTWALL ST HOUSTON TX 77029 NONE 509(A)(1) TO SUPPORT PURPOSE OF THE FOUNDATION 1000 INTERFAITH MINISTRIES INTERFAITH MINISTRIES 3303 MAIN ST 3303 MAIN ST HOUSTON TX 77002 NONE 509(A)(1) TO SUPPORT PURPOSE OF THE FOUNDATION 1000 HOUSTON CIVIC SYMPHONY HOUSTON CIVIC SYMPHONY 7502 FONDREN RD 7502 FONDREN RD HOUSTON TX 77074 NONE 509(A)(2) TO SUPPORT PURPOSE OF THE FOUNDATION 1000 8000 9 3162 3602 6773 6773 4 INCOME GENERATED FROM INVESTMENTS IS USED TO SUSTAIN THE FOUNDATION'S CURRENT OPERATIONS AND SUPPORT ITS ONGOING CHARITABLE PURPOSE 8 GAINS REALIZED HELP PRESERVE AND GROW THE FOUNDATION'S ASSETS TO FUND FUTURE CHARITABLE ACTIVITIES false false false false false false false false false false X X 1 JOHN W BELMONT NANCY L GLASS 4899 MONTROSE BLVD APT 1614 HOUSTON TX 770066171 100566 X 1 265 SH AMGEN INC STOCK 71897 2024-12-07 1 420 SH EDWARD LIFESCIENCES STOCK 28669 2024-12-07 TAX PROFESSIONAL FEES 1116 1116 VANGUARD TOTAL BOND FUND 10899 11040 AMGEN INC 54262 56574 EDWARDS LIFESCIENCES COR 28669 29967 DFA GLOBAL EQUITY I 16860 16860 40805 DFA GLOBAL REAL ESTATE S 2742 2742 2310 DFA SHORT-TERM EXTENDED 2712 2712 2612 VANGUARD SHORT TERM INVEST GRADE 21899 21899 12680 PRIOR PERIOD ADJUSTMENT 957 INVESTMENT ADVISORY FEES 262 262 JOHN BELMONT NANCY GLASS 4899 MONTROSE BLVD APT 1614 4899 MONTROSE BLVD APT 1614 HOUSTON TX 77006 EXCISE TAX ON NET INV SEC 4940 35