2025-11-17T21:38:07-06:00 2024-12-31 760146530 MADDOX THOMSON & ASSOCIATES PC 2603 AUGUSTA DRIVE SUITE 1400 HOUSTON TX 77057 990PF 2024-01-01 760588143 GEORGE F & ANN HARRIS BELLOWS FOUNDATION GEOR 7137834242 2603 AUGUSTA DR 1400 HOUSTON TX 77057 LAWRENCE E MADDOX DIRECTOR 7137834242 2025-11-14 1 0 REBECCA MCELROY P01062925 7137834242 2024 2025-03-06 01:10:19Z X 1940777 X X 41303 41303 251160 881160 251160 106024 106024 398487 398487 0 0 0 4291 4291 0 26971 26971 0 31262 31262 0 775000 775000 806262 31262 775000 -407775 367225 1097 484 484 431065 271746 271746 1175427 1005405 1668547 77821 0 0 1685410 1277635 1940777 0 0 X 0 0 0 0 1685410 1277635 1685410 1277635 1685410 1277635 1685410 -407775 0 1277635 0 1277635 1,532.522 SHS FIDELITY 500 INDEX INSTITUTIONAL PREMIUM 2016-10-06 272000 117130 154870 154870 12,489.034 SHS FIDELITY U.S. BOND INDEX INSTL PREMIUM 2024-12-12 129262 128400 862 862 4,648.760 SHS FIDELITY SHORT-TERM BOND INDEX 2023-12-01 2024-12-12 46302 45000 1302 1302 1,540.574 SHS FIDELITY SHORT-TERM BOND INDEX 2024-12-12 15344 15000 344 344 19,313.503 SHS JANUS SHORT TERM BOND CL I 2024-12-12 55623 55200 423 423 252.972 SHS JPMORGAN VALUE ADVANTAGE INSTL 2012-09-25 2024-12-12 9976 5376 4600 4600 10,273.591 SHS METWEST TOTAL RETURN BOND CL I 2024-01-22 2024-12-12 92644 93000 -356 -356 3,102.193 SHS PIMCO INCOME I-3 2022-12-07 2024-12-12 32976 32821 155 155 5,240.405 SHS PINCO INCOME I-3 2024-12-12 55705 55300 405 405 20 SHS ISHARES RUSSELL 1000 VALUE INDEX 2021-12-15 2024-03-25 3519 3283 236 236 121.433 SHS BARON GROWTH INSTL 2012-12-05 2024-01-09 11976 6528 5448 5448 608.931 SHS IVY MID CAP GROWTH I 2011-12-01 2024-01-09 17976 10787 7189 7189 741.565 SHS J HANCOCK DISCIPLINED VALUE MID CAP 2013-08-28 2024-01-09 19976 11912 8064 8064 198.675 SHS UNDISCOVERED MGRS BEHAVIORAL VAL CL I 2024-01-09 15576 13206 2370 2370 1,718.804 SHS FIDELITY ADVISOR INTL CAP APPREC CL Z 2019-05-16 2024-01-04 50000 37057 12943 12943 CAPITAL GAINS DIVIDENDS P 52305 52305 52305 251160 5104 0 5104 0 5104 0 0 3700 0 3700 59 1463 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A MADDOX THOMSON ASSOCIATES PC 7137834242 2603 AUGUSTA DR SUITE 1400 HOUSTON TX 77057 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WAYNE H BELLOWS 60 HARBOR COVE WAY MILL VALLEY CA 94941 DIRECTOR 0.50 0 0 0 MARILYN L BELLOWS 809 ROCKY RIVER ROAD AUSTIN TX 78746 DIRECTOR 0.50 0 0 0 LAWRENCE E MADDOX 2603 AUGUSTA DR SUITE 1400 HOUSTON TX 77057 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2105291 38640 0 2143931 0 0 2143931 32159 2111772 105589 105589 5104 5104 100485 0 100485 0 100485 775000 0 775000 100485 0 0 143829 63707 289494 262286 394979 1154295 775000 0 0 0 100485 674515 0 0 1828810 0 0 0 0 0 0 143829 1684981 63707 289494 262286 394979 674515 LAWRENCE E MADDOX MADDOX THOMSON AS 2603 AUGUSTA DR SUITE 1400 HOUSTON TX 77057 7137834242 WRITTEN APPLICATIONS SHOULD INCLUDE AMOUNT AND PURPOSE OF GRANT AS WELL AS GENERAL INFORMATION ON ORGANIZATION. APPLICATIONS ACCEPTED AT ANY TIME. NOTICE OF APPROVAL, REJECTION OR REQUEST FOR INFORMATION GENERALL NONE BAYLOR COLLEGE OF MEDICINE 3200 SOUTHWEST FREEWAY SUITE 1180 HOUSTON TX 77027 NONE PUBLIC SUPPORT OF BAYLOR COMPREHENSIVE HEALTHCARE CLINIC UNDER DR. JAMES POOL 300000 CENTRAL TEXAS FOOD BANK 6500 METROPOLIS DR AUSTIN TX 78744 NONE PUBLIC TO FUND CHARITABLE ACTIVITIES 5000 DOGS FOR OUR BRAVE 6244 CLAYTON AVE ST LOUIS MO 63139 NONE PUBLIC SUPPORT OF DOGS FOR OUR BRAVE TRAINING PROGRAM 100000 HOUSING OPPORTUNITIES FOR MUSICIANS AND ENTERTAINERS (HOME) 6800 WEST GATE BLVD STE 132-237 AUSTIN TX 787459997 NONE PUBLIC TO FUND CHARITABLE ACTIVITIES 60000 KIPP TEXAS PUBLIC SCHOOLS - HOUSTON 10711 KIPP WAY HOUSTON TX 77099 NONE PUBLIC TO FUND CHARITABLE ACTIVITIES 25000 MOUNT SINAI CARDIOVASCULAR RESEARCH INSTITUTE ONE GUSTAVE L LEVY PLACE BOX 1049 NEW YORK NY 10029 NONE PUBLIC SUPPORT OF HEART CENTER UNDER DR. CAROL GREGORIO 100000 NEUHAUS EDUCATION CENTER 4433 BISSONNET ST BELLAIRE TX 77401 NONE PUBLIC SUPPORT OF NEUHAUS FAMILY SUPPORT PROGRAM 25000 TEXAS CHILDREN'S HOSPITAL 1919 S BRAESWOOD SUITE 6226 HOUSTON TX 77230 NONE PUBLIC SUPPORT OF BEHAVORIAL HEALTH PROGRAM 100000 THE RISE SCHOOL OF HOUSTON 5618 H MARK CROSSWELL JR STREET HOUSTON TX 77021 NONE PUBLIC SUPPORT OF TUITION SCHOLARSHIP PROGRAM 35000 THE NOBELITY PROJECT PO BOX 161925 AUSTIN TX 78716 NONE PUBLIC TO FUND CHARITABLE ACTIVITIES 25000 775000 0 14 41303 14 106024 18 251160 0 398487 0 398487 0 0 0 0 0 0 0 0 0 0 3,895.229 SHS FIDELITY 500 INDEX FUND 393517 795367 3,535.180 SHS FIDELITY ADVISOR INTL CAP APPREC CL Z 77293 113055 985.321 SHS INVESCO DEVELOPING MARKETS Y 27154 37531 652.226 SHS BARON GROWTH FUND INSTL CLASS 44820 62333 3,173.892 SHS IVY MID CAP GROWTH CL I 68524 93122 1,439.687 SHS JENSEN QUALITY GROWTH FD CL I 40090 83660 3,488.320 SHS JOHN HANCOCK DISCIPL INED VALUE MID CAP I 68144 94010 2,150.465 SHS JPMORGAN VALUE ADV FD CLASS L 49416 80836 2,619.605 SHS MFS INTERNATIONAL INTRINSIC VALUE CL I 71577 101457 795.012 SHS UNDISCOVERED MGRS BEHAVIOR VALUE CL L 47417 66861 180 SHS ISHARES RUSSELL 1000 VALUE ETF 29784 33323 1,020 SHS ISHARES TR EAFE VALUE ETF 48269 53519 1,045.039 SHS FIDELITY LARGE CAP GROWTH INDEX FUND 27900 40934 131.234 SHS FIDELITY MID CAP GROWTH INDEX FUND 4000 4315 173.948 SHS FIDELITY SMALL CAP GROWTH INDEX FUND 4300 4820 132.946 SHS FIDELITY SMALL CAP VALUE INDEX FUND 3200 3404 INVESTMENT ADVISORY FEES 20648 20648 0 ROYALTY EXPENSES 6323 6323 0 ROYALTY INCOME 106024 106024 106024 AD VALOREM TAX 447 447 0 FOREIGN TAXES 711 711 0 FEDERAL INCOME TAXES 3133 3133 0