2026-05-19T16:58:26-04:00 2025-12-31 742170758 BENTON DUROY & IVEY PC 19350 STATE HIGHWAY 249 STE 610 HOUSTON TX 77070 990PF 2025-01-01 760520888 THE MUNDY FAMILY FOUNDATION MUND 2815308711 12946 DAIRY ASHFORD RD STE 400 SUGAR LAND TX 77478 SHANE BURDEN DIRECTOR 2815308711 2026-05-19 LAURA D DEW P00746828 2815371000 2026-05-19 2025 2025-03-06 01:10:19Z X 6375546 X X 7 7 197490 197490 304903 730797 138884 502400 336381 1018 35082 36100 0 0 405250 405250 441350 0 405250 61050 336381 475501 536551 536551 5838995 5838995 5838995 6314496 6375546 6375546 0 X 6314496 6375546 6314496 6375546 6314496 6375546 6314496 61050 6375546 6375546 138884 4676 4676 4676 4700 4700 X 96 72 false false false false false false false true true TX true false false false false true N/A SARA COLE 2815308711 12946 DAIRY ASHFORD SUITE 400 SUGAR LAND TX 77478 false false false false false false false false false false false false false false false false false false false false SHANE BURDEN 12946 DAIRY ASHFORD SUITE 400 SUGAR LAND TX 77478 DIRECTOR 000.00 0 0 0 AMY BURDEN 12946 DAIRY ASHFORD SUITE 400 SUGAR LAND TX 77478 DIRECTOR 000.00 0 0 0 SARA COLE 12946 DAIRY ASHFORD SUITE 400 SUGAR LAND TX 77478 DIRECTOR 000.00 0 0 0 NONE NONE N/A 7194795 513438 0 7708233 7708233 115623 7592610 379631 379631 4676 4676 374955 374955 374955 405250 405250 374955 30853 30502 29696 91051 405250 374955 30295 121346 0 121346 30853 30502 29696 30295 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 POF 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 POF DONATION 25000 CHILD ADVOCATES OF FT BEND CHILD ADVOCATES OF FT BEND 5403 AVE N 5403 AVE N ROSENBERG TX 77471 POF DONATION 30000 COVENANT HOUSE COVENANT HOUSE 1111 LOVETT BLVD 1111 LOVETT BLVD HOUSTON TX 77006 POF DONATION 25000 HOUSTON FOOD BANK HOUSTON FOOD BANK 535 PORTWALL ST 535 PORTWALL ST HOUSTON TX 77029 POF DONATION 150000 HOUSTON HUMANE SOCIETY HOUSTON HUMANE SOCIETY PO BOX 450528 PO BOX 450528 HOUSTON TX 772450528 POF DONATION 25000 SKY HIGH FOR KIDS SKY HIGH FOR KIDS 9800 RICHMOND AVE STE 335 9800 RICHMOND AVE STE 335 HOUSTON TX 77042 POF DONATION 10000 ST JUDES CHILDRENS RESEARCH HOSPITA ST JUDES CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE 501 ST JUDE PLACE MEMPHIS TN 38105 POF DONATION 25000 STAR OF HOPE STAR OF HOPE 4848 LOOP CENTRAL 500 4848 LOOP CENTRAL 500 HOUSTON TX 770812356 POF DONATION 25000 STONEY CREEK RANCH STONEY CREEK RANCH 5109 BERING DRIVE STE 150 5109 BERING DRIVE STE 150 HOUSTON TX 77057 POF DONATION 10000 THE ROSE THE ROSE 12700 N FEATHERWOOD 12700 N FEATHERWOOD HOUSTON TX 77034 POF DONATION 25000 GEORGE RANCH HIGH SCHOOL ATHLETIC BOOSTER CLUB 8181 FM 762 RD RICHMOND TX 77469 POF DONATION 5250 405250 25 7 25 197490 25 138884 166019 336381 166019 502400 false false false false false false false false false false AMERICAN BALANCED F2 PURCHASE 2025-07 256545 173226 83319 PIMCO TOTAL RETURN I2 2019-09 PURCHASE 2025-07 24480 29753 -5273 AMERICAN BALANCED F2 PURCHASE 2025-07 9455 4704 4751 AMERICAN MUTUAL F2 PURCHASE 2025-07 155000 67696 87304 PIMCO TOTAL RETURN I2 2009-08 PURCHASE 2025-07 101326 121955 -20629 BROADCOM INC PURCHASE 8130 890 7240 CHUBB LTD 2015-09 PURCHASE 2025-03 1492 507 985 EXXON MOBIL CORP 2015-09 PURCHASE 2025-10 232 149 83 JOHNSON CTLS INTL PLC PURCHASE 5399 1964 3435 JPMORGAN CHASE & CO 2014-06 PURCHASE 2025-02 1568 340 1228 KENVUE INC PURCHASE 14081 15413 -1332 MAGNUM ICE CREAM CO NV PURCHASE 2025-12 281 233 48 NOVARTIS AG ADR 2016-11 PURCHASE 2025-03 1346 736 610 PFIZER INC 2014-06 PURCHASE 4198 4900 -702 SIEMENS AKTIENGESELLSCHAFT 2018-02 PURCHASE 2025-03 1416 761 655 CHEVRON CORP 2008-05 PURCHASE 2025-06 1751 1226 525 MAGNUM ICE CREAM CO NV 2008-05 PURCHASE 415 226 189 PHILIP MORRIS INTL INC 2008-05 PURCHASE 2818 964 1854 RTX CORPORATION 2012-04 PURCHASE 2025-12 1966 243 1723 UNILEVER PLC NEW ADR 2008-05 PURCHASE 2025-12 14 8 6 CORPORATE STOCK AND MUTUAL FUNDS 5838995 5838995 EXPENSES BROKERAGE FEES 19030 ACCOUNTING FEES 9800 MANAGEMENT FEES 6252 FEDERAL INCOME TAXES FOREIGN TAXES MS 5088 426 FOREIGN TAXES US CAP 10096 FOREIGN TAXES MS 7481 592 FOREIGN TAXES US CAP 10097