2024-11-14T14:07:26-06:00 2024-06-30 721434223 C SCOTT MASSEY CPA LLC 333 TEXAS STREET SUITE 700 SHREVEPORT LA 71101 990PF 2023-07-01 721336331 THE JESS MERKLE FOUNDATION C/O C SCOTT MASSEY CPA JESS 3182209939 333 TEXAS STREET SUITE 700 SHREVEPORT LA 71101 PAUL MERKLE PRESIDENT 3182209939 2024-11-14 1 0 C SCOTT MASSEY P00042109 3182209939 X 2023 2024-10-15 13:58:12Z X 6942153 X X 174 174 125892 125892 391096 470604 391096 517162 517162 50000 50000 0 4550 4550 0 55556 55556 0 6094 6094 0 116200 116200 0 390095 390095 506295 116200 390095 10867 400962 454844 520429 520429 384 5000 5000 2011721 1952387 6416724 2466949 2477816 6942153 0 0 X 0 0 0 0 2466949 2477816 2466949 2477816 2466949 2477816 2466949 10867 0 2477816 0 2477816 GOLDMAN SACHS FINANICAL P 2023-08-10 2023-10-02 20145 20145 0 0 ISHARES TR S&P 500 GRWT P 2008-11-04 2024-03-21 100065 14122 85943 85943 ISHARES TR S&P 500 VAL ETF P 2009-09-25 2024-03-21 50118 13746 36372 36372 ISHARES TR RUS MD CP P 2009-09-23 2024-03-21 100020 18873 81147 81147 MICROSOFT CORP P 2006-02-27 2024-03-21 200256 12622 187634 187634 391096 5573 0 5573 0 5573 5000 0 0 0 5000 0 573 0 0 0 0 0 0 0 0 0 0 1 1 LA 1 0 0 0 0 1 N/A PAUL E MERKLE TRUSTEE 3182209939 333 TEXAS STREET SUITE 700 SHREVEPORT LA 71101 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL E MERKLE 333 TEXAS STREET SUITE 700 SHREVEPORT LA 71101 TRUSTEE 16.00 50000 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 6239134 211088 0 6450222 0 0 6450222 96753 6353469 317673 317673 5573 5573 312100 0 312100 0 312100 390095 0 390095 312100 0 0 43463 98456 141919 390095 0 0 0 312100 77995 0 0 219914 0 0 0 0 0 0 0 219914 43463 98456 77995 X BROADMOOR UNITED METHODIST CHURCH 3715 YOUREE DRIVE SHREVEPORT LA 71105 PF CHARITABLE CONTRIBUTION TO CHURCH 129279 CHRISTIAN SERVICE INSTITUE PO BOX 21 SHREVEPORT LA 71161 PC TO SERVE THOSE IN NEED WITH FOOD, CLOTHING, AND OTHER RESOURCES 20000 COMMUNITY RENEWAL INTERNATIONAL 838 MARGARET PLACE SHREVEPORT LA 71101 PC TO CONNECT NEIGHBORS AND RESIDENTS TO RESTORE THE FOUNDATION OF SAFE AND CARING COMMUNITIES 10000 HELPING OTHERS HALFWAY HOUSE 333 TEXAS STREET SUITE 620 SHREVEPORT LA 71101 PC TO SERVE THOSE IN NEED WITH FOOD, CLOTHING, AND OTHER RESOURCES 20000 HIGHLAND CLUB 1711 TULANE AVENUE SHREVEPORT LA 71103 PC TO EDUCATE,COUNSEL AND TREAT PERSONS OF ALL AGES WHO SUFFER FROM ALCOHOLISM 10000 LOUISIANA UNITED METHODIST CHILDREN & FAMILY SERVICES 904 DEVILLE LANE RUSTON LA 71270 PF CHARITABLE CONTRIBUTION TO CHURCH 10000 MARTIN LUTHER KING HEALTH CENTER 865 OLIVE STREET SHREVEPORT LA 71104 PC TO PROVIDE A SAFETY-NET FOR PATIENTS WHO HAVE NO RESOURCES TO OBTAIN HEALTH CARE 11316 SALVATION ARMY OF SHREVEPORT BOSSIER CITY 200 E STONER AVE SHREVEPORT LA 71101 PC TO PROVIDE EMERGENCY SHELTER AND TEMPORARY HOUSING FOR SINGLE WOMAN/MEN, WOMEN WITH CHILDREN AND VETERANS 127000 STONER AVENUE BRIDGE HOUSE 426 STONER AVE SHREVEPORT LA 71101 PC TO PROVIDE A RECOVERY ENVIRONMENT FOCUSED ON A 12-STEP PROGRAM 15000 VOLUNTEERS OF AMERICA 360 JORDAN STREET SHREVEPORT LA 71101 PC TO REACH AND UPLIFT ALL PEOPLE AND BRING THEM TO THE KNOWLEDGE AND ACTIVE SERVICE OF GOD 20000 OAKWOOD HOME FOR WOMEN 1700 HIGHLAND AVE SHREVEPORT LA 71101 PC TO PROVIDE A RESIDENCE FOR WOMEN RECOVERING FROM THE ILLNESS OF ALCOHOLISM AND SUBSTANCE ABUSE 7500 COUNCIL ON DRUGS & ALCOHOL 2000 FAIRFIELD AVE SHREVEPORT LA 71104 PC TO EDUCATE, COUNSEL AND TREAT PERSONS OF ALL AGES WHO SUFFER FROM ALCOHOLISM 10000 390095 0 14 174 14 125892 391096 0 126066 391096 517162 4 NOT APPLICABLE 8 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 C. SCOTT MASSEY, CPA 4550 4550 0 NONE 0 PUBLIC SECURITIES 1952387 6416724 INVESTMENT FEES 55556 55556 0 FEDERAL INCOME TAX 6094 6094 0