2025-03-03T19:08:56-06:00 2024-10-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990PF 2023-11-01 760163560 BELIN FOUNDATION BELI 2816338201 1611 FAIR OAKS LANE RICHMOND TX 77406 LAURIE BELIN MAHLMANN PRESIDENT 2816338201 2025-02-27 1 0 REBECCA A RODRIGUEZ P01073764 2108286281 2025-02-27 2023 2025-03-06 01:10:19Z X 10007805 X 388535 410612 410612 135226 4325217 135226 934373 545838 0 0 0 27800 13900 13900 40520 40520 0 5434 5434 0 4956 76 0 78710 59930 13900 372901 372901 451611 59930 386801 482762 485908 444485 10586 10586 173298 191715 191715 6250823 7065661 7065661 1864355 2433848 2433848 236369 301621 301621 4374 4374 4374 8973704 10007805 10007805 0 0 X 0 0 0 0 8973704 10007805 8973704 10007805 8973704 10007805 8973704 482762 551339 10007805 0 10007805 PUBLICLY TRADED SECURITIES P 4325217 4189991 135226 135226 135226 6754 0 6754 0 6754 3602 0 0 0 3602 2 3154 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A THE ORGANIZATION 7136253500 1611 FAIR OAKS LANE RICHMOND TX 77406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURIE BELIN MAHLMANN 1611 FAIR OAKS LANE RICHMOND TX 77406 PRESIDENT 0.30 0 0 0 CHAD MAHLMANN 1611 FAIR OAKS LANE RICHMOND TX 77406 VICE PRESIDENT, SECRETARY, TREASURER 0.30 0 0 0 COLLEEN M DURKIN 1611 FAIR OAKS LANE RICHMOND TX 77406 VICE PRESIDENT 0.30 0 0 0 COURTNEY MINZENMEYER 1611 FAIR OAKS LANE RICHMOND TX 77406 VICE PRESIDENT 0.30 0 0 0 NONE 0 NONE 0 0 3161260 6784428 0 9945688 0 0 9945688 149185 9796503 489825 489825 6754 6754 483071 0 483071 0 483071 386801 0 386801 483071 372901 0 0 386801 372901 0 0 13900 0 0 0 0 0 0 0 0 469171 0 0 0 X BAYLOR UNIVERSITY ONE BEAR PLACE 97050 WACO TX 76798 NONE PC TO EDUCATE MEN AND WOMEN FOR WORLDWIDE LEADERSHIP AND SERVICE BY INTEGRATING ACADEMIC EXCELLENCE AND CHRISTIAN COMMITMENT WITHIN A CARING COMMUNITY 80000 CALVARY EPISCOPAL SCHOOL INC 1201 AUSTIN STREET RICHMOND TX 77469 NONE PC PROVIDE SUPERIOR EDUCATION WHILE INSPIRING REVERENCE FOR GOD, RESPECT FOR OTHERS, AND RESPONSIBILITY FOR SELF 20000 CHARCOT-MARIE-TOOTH ASSOCIATION PO BOX 105 GLENOLDEN PA 19036 NONE PC TO SUPPORT PATIENTS AND FAMILIES AND ACCELERATE RESEARCH FOR TREATMENTS AND A CURE 10000 CONCORDIA LUTHERAN HIGH SCHOOL 700 E MAIN STREET TOMBALL TX 77375 NONE PC BUILDING LIVES OF EXCELLENCE UPON THE FOUNDATION OF CHRIST 50000 HOUSTON CHRISTIAN UNIVERSITY 7502 FONDREN ROAD HOUSTON TX 77074 NONE PC THE GUILD GRADUATE EDUCATION SCHOLARSHIP 25000 LIVING WATER INTERNATIONAL 4001 GREENBRIAR DRIVE 200 STAFFORD TX 77477 NONE PC TO HELP COMMUNITIES AROUND THE WORLD OVERCOME CHALLENGES WITH THE STEADFAST HOPE THAT COMES FROM RECEIVING WATER, FOR LIFE, IN JESUS'S NAME 30000 MISSION CENTERS OF HOUSTON PO BOX 30417 HOUSTON TX 77249 NONE PC TO PROVIDE FOR THE PHYSICAL AND SPIRITUAL NEEDS OF PEOPLE LIVING IN THE INNER CITY OF HOUSTON 32901 TEXAS LIBRARY AND ARCHIVES FOUNDATION PO BOX 12983 AUSTIN TX 78711 NONE PC TO PROMOTE, ENRICH, AND ADVOCATE ON BEHALF OF THE TEXAS STATE LIBRARY AND ARCHIVES COMMISSION'S SERVICES AND COLLECTIONS 15000 THE BROOKWOOD COMMUNITY 1752 FM 1489 BROOKSHIRE TX 77423 NONE PC TO PROVIDE MEANING AND PURPOSE FOR ADULTS WITH DISABILITIES AND ENRICHING THE LIVES OF OUR CITIZENS 40000 THE WOMEN'S RESOURCE CENTER OF GREATER HOUSTON 730 N POST OAK ROAD 203 HOUSTON TX 77024 NONE PC RISE PROGRAM FOR TEEN GIRLS 10000 THE WOODLANDS METHODIST SCHOOL 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 NONE PC MISCELLANEOUS GIFT FUND 50000 US PASTORS COUNCIL PO BOX 692207 HOUSTON TX 77269 NONE PC TO NETWORK PASTORS ACROSS RACIAL AND DENOMINATIONAL IDENTITIES TO STAND, SPEAK AND ACT TOGETHER TO PROMOTE GODLY RIGHTEOUSNESS AND JUSTICE IN THE COMMUNITY 10000 372901 0 14 410612 18 135226 0 545838 0 545838 0 0 0 0 0 0 0 0 0 0 X X 1 MARY ANN BELIN MARITAL DEDUCTION - 1611 FAIR OAKS LANE RICHMOND TX 77406 100000 X 2 MARY ANN BELIN ESTATE 1611 FAIR OAKS LANE RICHMOND TX 77406 288535 X ACCOUNTING FEES 27800 13900 13900 THE FOUNDATION ELECTS, WITHIN THE MEANING OF SECTION 4942(H), TO MAKE QUALIFIED DISTRIBUTIONS FIRST OUT OF THE UNDISTRIBUTED INCOME OF 2020. ALTRIA GROUP INC. 4.400% DUE 2-14-26 27863 27863 AMAZON.COM INC 4.550% DUE 12-01-27 23135 23135 AON PLC 3.875% DUE 12-15-25 18830 18830 BP CAP MKTS AMERICA INC 3.119% DUE 05-04-26 23513 23513 COLUMBIA PIPELINE GROUP INC 4.500% DUE 06-01-25 22920 22920 COMCAST CORP 3.950% DUE 10-15-25 23883 23883 F&G GLOBAL FUNDING 5.150% DUE 07-07-25 17019 17019 HYUNDAI CAP AMERICA 5.680% DUE 06-26-28 16340 16340 KLA CORP 4.650% DUE 11-01-24 12000 12000 PHILIP MORRIS INTL INC 3.125% DUE 03-02-28 21901 21901 PNC FINANCIAL SERVICES GROUP INC 5.492% DUE 05-14-30 11227 11227 ROYAL BANK CDA SUSTAINABL 6.000% DUE 12-15-32 10811 10811 SIMON PROPERTY GROUP LP 3.500% DUE 09-01-25 24760 24760 TRANE TECHNOLOGIES PLC 6.480% DUE 06-01-25 23200 23200 WELLS FARGO CO 3.000% DUE 10-23-26 24219 24219 ABBVIE INC 22833 22833 ADVANCED MICRO DEVICES INC 31119 31119 ALPHABET INC 107457 107457 AMAZON.COM INC 87794 87794 AMERICAN EXPRESS CO 27818 27818 AMGEN INC 20170 20170 APPLE INC 186602 186602 ARISTA NETWORKS INC 30142 30142 BERKSHIRE HATHAWAY INC 34270 34270 BROADCOM INC 40745 40745 BROOKFIELD ASSET MANAGEMENT LTD CL A 14162 14162 CARMAX INC 39881 39881 CATERPILLAR INC 27086 27086 CHEVRON CORP 72178 72178 CHUBB LIMITED 45473 45473 COSTCO WHOLESALE CORP 27974 27974 CUMMINS INC 21055 21055 DANAHER CORP 20390 20390 EXXON MOBIL CORP 94125 94125 FISERV INC 29289 29289 FREEPORT-MCMORAN INC 28633 28633 HILTON WORLDWIDE HOLDINGS INC 23485 23485 HOME DEPOT INC 25200 25200 HONEYWELL INTL INC 24476 24476 ICON PLC 15326 15326 INTUITIVE SURGICAL INC 28215 28215 ISHARES TR MBS ETF 74922 74922 JANUS DETROIT STR TR HENDERSON MTG 130426 130426 JANUS HENDERSON AAA CLO ETF 24177 24177 JPMORGAN CHASE & CO 43940 43940 LAM RESEARCH CORP 85502 85502 LILLY ELI & CO 45636 45636 LINDE PLC 45615 45615 LOCKHEED MARTIN CORP 35493 35493 MASTERCARD INCORPORATED 21982 21982 MERCK & CO INC 33766 33766 META PLATFORMS INC 58461 58461 MICROSOFT CORP 138565 138565 MORGAN STANLEY 52777 52777 NETFLIX 24949 24949 NORTHROP GRUMMAN CORP 22397 22397 NVIDIA CORP 159578 159578 PARKER HANNIFIN CORP 31703 31703 PEPSICO INC 29396 29396 PHILLIPS 66 20953 20953 PROCTER AND GAMBLE CO 34523 34523 ROPER TECHNOLOGIES INC 10755 10755 STRYKER CORP 22089 22089 THERMO FISHER SCIENTIFIC INC 24038 24038 TJX COS INC 22606 22606 TRANE TECHNOLOGIES PLC 25911 25911 UNION PACIFIC CORP 24599 24599 UNITEDHEALTH GROUP INC 42902 42902 VISA INC 20289 20289 7065661 7065661 0 0 AVALON INTEREST PURCHASED AT COST 4374 4374 CHANGE IN FMV 551339 ADVISORY FEES 40520 40520 0 MARY ANN BELIN NON-EXEMPT MARITAL D 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 MARY ANN BELIN ESTATE 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 FEDERAL INCOME TAX 4880 0 0 FOREIGN TAX 76 76 0