2024-07-23T14:46:22-04:00 2023-12-31 742170758 BENTON DUROY & IVEY PC 14505 TORREY CHASE BLVD STE 200 HOUSTON TX 77014 990PF 2023-01-01 760520888 THE MUNDY FAMILY FOUNDATION MUND 2815308711 11150 SOUTH WILCREST DRIVE RM 300 HOUSTON TX 77099 SHANE BURDEN DIRECTOR 2815308711 2024-07-23 SHANE BURDEN XXX-XX-XXXX true LAURA D DEW P00746828 2815371000 2024-07-23 2023 2023-04-26 12:10:37Z X 7282100 X X 1029 1029 237357 236541 119702 3988533 20559 358088 258129 1561 161470 163031 0 0 400000 400000 563031 0 400000 -204943 258129 539082 580829 580829 5751774 5505084 6701271 6290856 6085913 7282100 0 X 6290856 6085913 6290856 6085913 6290856 6085913 6290856 -204943 6085913 6085913 20559 3588 3588 3588 2379 2379 X 26 1235 false false false false false false false true true TX true false false false false true N/A SARA COLE 2815308711 11150 WILCREST HOUSTON TX 77099 false false false false false false false false false false false false false false false false false false false false SHANE BURDEN 11150 WILCREST DR HOUSTON TX 77099 DIRECTOR 000.00 0 0 0 AMY BURDEN 11150 WILCREST DR HOUSTON TX 77099 DIRECTOR 000.00 0 0 0 SARA COLE 11150 WILCREST DR HOUSTON TX 77099 DIRECTOR 000.00 0 0 0 NONE BERTHEA HARRIS-SCOTT 11150 S WILCREST SUITE 300 HOUSTON TX 77099 ADMINISTRATIVE 96989 N/A 6747886 827467 0 7575353 7575353 113630 7461723 373086 373086 3588 3588 369498 369498 369498 400000 400000 369498 30853 30853 400000 369498 30502 61355 0 61355 30853 30502 SHANE BURDEN 11150 WILCREST HOUSTON TX 77099 2815308711 WRITTEN REQUEST NONE NONE BOYS & GIRLS CLUB OF GREATER HOUSTO BOYS & GIRLS CLUB OF GREATER HOUSTON 815 CROSBY STREET 815 CROSBY STREET HOUSTON TX 77019 DONATION 50000 CASA DE ESPERANZA DE LOS NINOS CASA DE ESPERANZA DE LOS NINOS 2911 CORDER ST BLDG A 2911 CORDER ST BLDG A HOUSTON TX 77054 DONATION 25000 CHILD ADVOCATES OF FT BEND CHILD ADVOCATES OF FT BEND 5403 AVE N 5403 AVE N ROSENBERG TX 77471 DONATION 30000 COVENANT HOUSE COVENANT HOUSE 1111 LOVETT BLVD 1111 LOVETT BLVD HOUSTON TX 77006 DONATION 25000 HOUSTON FOOD BANK HOUSTON FOOD BANK 535 PORTWALL ST 535 PORTWALL ST HOUSTON TX 77029 DONATION 150000 HOUSTON HUMANE SOCIETY HOUSTON HUMANE SOCIETY PO BOX 450528 PO BOX 450528 HOUSTON TX 772450528 DONATION 25000 SKY HIGH FOR KIDS SKY HIGH FOR KIDS 9800 RICHMOND AVE STE 335 9800 RICHMOND AVE STE 335 HOUSTON TX 77042 DONATION 10000 ST JUDES CHILDRENS RESEARCH HOSPITA ST JUDES CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE 501 ST JUDE PLACE MEMPHIS TN 38105 DONATION 25000 STAR OF HOPE STAR OF HOPE 4848 LOOP CENTRAL 500 4848 LOOP CENTRAL 500 HOUSTON TX 770812356 DONATION 25000 STONEY CREEK RANCH STONEY CREEK RANCH 5109 BERING DRIVE STE 150 5109 BERING DRIVE STE 150 HOUSTON TX 77057 DONATION 10000 THE ROSE THE ROSE 12700 N FEATHERWOOD 12700 N FEATHERWOOD HOUSTON TX 77034 DONATION 25000 400000 25 1029 25 236541 816 25 20559 99143 258129 99959 358088 false false false false false false false false false false SEE ATTACHMENT A - MS 5088 PURCHASE 1812 1757 55 SEE ATTACHMENT A - MS 5088 PURCHASE 30316 27535 2781 SEE ATTACHMENT A - MS 5088 PURCHASE 19579 9970 9609 SEE ATTACHMENT B - MS 5090 PURCHASE 250000 249721 279 SEE ATTACHMENT C - US 0097 PURCHASE 1347179 1385003 -37824 SEE ATTACHMENT C - US 0097 PURCHASE 138622 139920 -1298 SEE ATTACHMENT D - US 0096 PURCHASE 611062 522318 88744 SEE ATTACHMENT D - US 0096 PURCHASE 1569404 1532607 36797 CORPORATE STOCK AND MUTUAL FUNDS 5505084 6701271 EXPENSES BROKERAGE FEES 56575 ACCOUNTING FEES 7906 MANAGEMENT FEES 96989 FEDERAL INCOME TAXES 344 FOREIGN TAXES MS 5088 583 FOREIGN TAXES US CAP 10096 170 FOREIGN TAXES MS 7481 464