2024-11-11T13:34:07-06:00 2024-06-30 721396621 CARR RIGGS & INGRAM LLC TWO RIVERWAY 15TH FLOOR HOUSTON TX 77056 990PF 2023-07-01 208117324 DAVID J & JUDITH BECK FOUNDATION DAVI 7139513700 1221 MCKINNEY ST SUITE 4500 HOUSTON TX 77010 DAVID J BECK PRESIDENT 7139513700 2024-11-11 1 1 GEORGE HAWKINS P00117478 7136218090 2024-11-10 2023 2024-10-15 13:58:12Z X 3584092 X 1000540 107409 86597 20983 1424194 20983 11562 11562 0 1140494 119142 0 0 0 0 0 9900 9900 0 0 3713 3713 0 0 27853 27853 0 0 41466 41466 0 0 491500 491500 532966 41466 0 491500 607528 77676 0 557567 1097228 1097228 1077370 1120634 1464832 1103217 1112907 992163 5176 29869 29869 2743330 3360638 3584092 0 0 X 0 0 0 0 2743330 3360638 2743330 3360638 2743330 3360638 2743330 607528 9780 3360638 0 3360638 ROVERE-MENDEZ WEALTH MANAGEMENT -3175 SEE ATTACHED STATMENT P 2023-07-01 2024-06-30 66269 68406 -2137 -2137 ROVERE-MENDEZ WEALTH MANAGEMENT -3175 SEE ATTACHED STATMENT P 2022-07-01 2024-06-30 354314 334265 20049 20049 EXXON MOBIL CORP COM 3,092 UNITS P 2010-07-06 2024-03-18 345103 344047 1056 1056 EXXON MOBIL CORP COM 2,000 UNITS P 2020-02-27 2024-03-18 223223 222540 683 683 EXXON MOBIL CORP COM 2,000 UNITS P 2020-09-18 2024-03-18 435285 433953 1332 1332 20983 -2137 1080 0 1080 0 1080 0 0 0 0 0 60 1140 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 1 0 0 1 N/A DAVID J BECK 7139513700 1221 MCKINNEY ST SUITE 4500 HOUSTON TX 77010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLISON A BECK 1221 MCKINNEY 4500 HOUSTON TX 77010 DIRECTOR / TREASURER 1.00 0 0 0 DAVID J BECK 1221 MCKINNEY 4500 HOUSTON TX 77010 DIRECTOR / PRESIDENT 1.00 0 0 0 DAVID J BECK JR 1221 MCKINNEY 4500 HOUSTON TX 77010 DIRECTOR / VP 1.00 0 0 0 JUDITH L BECK 1221 MCKINNEY 4500 HOUSTON TX 77010 DIRECTOR / SECRETARY 1.00 0 0 0 NONE 0 0 0 0 0 2308338 629030 0 2937368 0 0 2937368 44061 2893307 144665 144665 1080 1080 143585 0 143585 0 143585 491500 0 491500 143585 0 0 2787 146427 47937 197151 491500 0 0 0 143585 347915 0 0 545066 0 0 0 0 0 0 0 545066 2787 146427 47937 347915 DAVID BECK 1221 MCKINNEY ST SUITE 4500 HOUSTON TX 77010 7139516283 N/A N/A N/A ALL EARS LISTENING AND LANGUAGE CENTER 4891 W PANTHER CREEK DR THE WOODLANDS TX 77381 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 3000 BAKER RIPLEY PO BOX 231808 HOUSTON TX 77223 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 15000 BOY SCOUTS OF AMERICA 1325 WEST WALNUT HILL LANE IRVING TX 75038 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 5000 CAMP ARANZAZU 5420 LOOP 1781 ROCKPORT TX 78382 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 20000 COWTOWN WARRIORS INC PO BOX 10484 FORT WORTH TX 76101 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 5000 GOOD SAMARATIN FOUNDATION 2001 KIRBY DR STE 1350 HOUSTON TX 77019 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 25000 HELPING HAND HOME FOR CHILDREN 3804 AVENUE B AUSTIN TX 78751 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 3500 HOSPICE AUSTIN 4107 SPICEWOOD SPRINGS RD AUSTIN TX 78759 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 5500 HOUSTON BALLET 601 PRESTON ST HOUSTON TX 77002 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 5000 MEMORIAL PARK CONSERVANCY INC 7575 NORTH PICNIC LAND HOUSTON TX 77007 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 10000 OASIS PTA 2710 EXPOSITION BLVD AUSTIN TX 78703 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 2500 REAP INDIA PO BOX 10484 KNOXVILLE TN 37939 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 500 SOUTHERN SMOKE FOUNDATION 1302 WAUGH DRIVE 970 HOUSTON TX 77019 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 4000 ST JOHNS SCHOOL 2401 CLAREMONT LN HOUSTON TX 77019 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 25000 THE UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRIVE AUSTIN TX 78705 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 100000 UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION 727 EAST DEAN KEETON ST AUSTIN TX 78705 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 250000 THE UNIVESITY OF ST THOMAS 3800 MONTROSE BLVD HOUSTON TX 77006 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 10000 WEST AUSTIN YOUTH ASSN 1314 EXPOSITION BLVD AUSTIN TX 78703 NONE OTHER PUBLIC CHARITY FOR GENERAL OPERATIONS 2500 491500 0 14 107409 01 11562 18 20983 0 139954 0 139954 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID AND JUDITH BECK 3652 INVERNESS HOUSTON TX 77019 1000540 X X 1 8992 SHARES OF EXXON STOCK 1000540 2024-03-15 9900 9900 0 0 INVESTMENTS - 3175 1120634 1464832 OTHER INVESTMENTS AT COST 1112907 992163 UNREALIZED GAIN/LOSS 5176 29869 29869 BROKER FEES - 03175 25839 25839 0 0 EMA ANNUAL FEES - 03176 150 150 0 0 PENALTIES AND INTEREST 52 52 0 0 PASSTHROUGH DEDUCTIONS 1782 1782 0 0 BROKER FEES - 03176 30 30 0 0 PASSTHROUGH INCOME 11391 11391 0 OTHER INCOME - 3176 171 171 0 PASSTHROUGH BOOK TO TAX DIFFERENCE 9780 DAVID BECK 3652 INVERNESS HOUSTON TX 77019 JUDITH BECK 3652 INVERNESS HOUSTON TX 77019 TAXES - 03175 27 27 0 0 INCOME TAXES 3686 3686 0 0