2024-02-14T16:41:37-06:00 2022-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990PF 2022-01-01 453983093 THE LEWIS AND JOAN LOWENSTEIN FOUNDATION LEWI 7139638008 1770 ST JAMES PLACE 250 HOUSTON TX 77056 HAROLD HIDALGO SR DIRECTOR 7139638008 2024-02-14 1 HAROLD HIDALGO SR 999009999 0 CHERISH VAN MULLEM JD LLM P01633210 5048355522 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7551839 X X 212912 211079 -30246 2481882 0 182666 211079 98400 39360 59040 17301 6921 10381 5667 0 5667 52435 52435 0 27984 2984 0 9518 0 9518 16802 0 16513 228107 101700 101119 515250 515250 743357 101700 616369 -560691 109379 224269 126312 126312 8970674 8502333 7425527 9194943 8628645 7551839 5607 5607 0 X 4034295 4034295 0 0 5155041 4594350 9189336 8628645 9194943 8628645 9189336 -560691 0 8628645 0 8628645 PUBLICLY TRADED SECURITIES 2481882 2512128 -30246 -30246 -30246 1520 0 1520 0 1520 2195 0 0 0 2195 0 675 675 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A LAPORTE APAC 7139638008 1770 ST JAMES PL SUITE 250 HOUSTON TX 77056 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD HIDALGO 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 5.00 30000 0 0 LEONARD WEINER 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 5.00 30000 0 0 ANNA MARIE HIDALGO 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 4.00 19200 0 0 BARBY WEINER 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 4.00 19200 0 0 NONE 0 NONE 0 0 8317824 176116 0 8493940 0 0 8493940 127409 8366531 418327 418327 1520 1520 416807 0 416807 0 416807 616369 0 616369 416807 0 0 429042 279229 320026 296406 333174 1657877 616369 0 0 0 416807 199562 0 0 1857439 0 0 0 0 0 0 429042 1428397 279229 320026 296406 333174 199562 X ALLEY THEATRE 615 TEXAS AVENUE HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 10000 AMERICAN ASSOCIATES BEN GURION UNIVERSITY 24 GREENWAY PLAZA SUITE 550 HOUSTON TX 77046 NONE PC CHARITABLE CONTRIBUTIONS 20000 AMERICAN TECHNION SOCIETY 701 POST OAK RD HOUSTON TX 77024 NONE PC CHARITABLE CONTRIBUTIONS 25000 ARCHDIOCESE OF GALVESTON 1700 SAN JACINTO STREET HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 10000 BRIARWOOD-BROOKWOOD INC 1752 FM 1489 BROOKSHIRE TX 77423 NONE PC CHARITABLE CONTRIBUTIONS 10000 CANCARE INC 9575 KATY FREEWAY HOUSTON TX 77024 NONE PC CHARITABLE CONTRIBUTIONS 3750 CASA DE ESPERANZA DE LOS NINOS INC PO BOX 66581 HOUSTON TX 77266 NONE PC CHARITABLE CONTRIBUTIONS 5000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON HOUSTON 2900 LOUISIANA HOUSTON TX 77006 NONE PC CHARITABLE CONTRIBUTIONS 35000 CHILD ADVOCATES INC 3701 KIRBY DRIVE SUITE 400 HOUSTON TX 77098 NONE PC CHARITABLE CONTRIBUTION 5000 CHRISTUS FOUNDATION FOR HEALTHCARE 2615 FANNIN AT MCGOWEN HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 12500 COVENANT HOUSE TEXAS 1111 LOVETT BOULEVARD HOUSTON TX 77006 NONE PC CHARITABLE CONTRIBUTIONS 5000 CRIMESTOPPERS OF HOUSTON INC PO BOX 541654 HOUSTON TX 77254 NONE PC CHARITABLE CONTRIBUTIONS 7500 CRISTO REY JESUIT COLLEGE 6700 MT CARMEL DR HOUSTON TX 77087 NONE PC CHARITABLE CONTRIBUTIONS 12500 EASTER SEALS 4500 BISSONNET ST BELLAIRE TX 77401 NONE PC 1043 - 11/13/23 10:44AM WORKSHEET PRIVATE FOUNDATION 7500 EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER 5601 S BRAESWOOD HOUSTON TX 770963907 NONE PC CHARITABLE CONTRIBUTION 20000 HOLOCAUST MUSEUM HOUSTON 9220 KIRBY DR 100 HOUSTON TX 77054 NONE PC CHARITABLE CONTRIBUTIONS 25000 HOUSTON ACHIEVEMENT PLACE 245 WEST 17TH STREET HOUSTON TX 77008 NONE PC CHARITABLE CONTRIBUTIONS 5000 HOUSTON HILLEL 1700 BISSONNET ST HOUSTON TX 77005 NONE PC CHARITABLE CONTRIBUTIONS 10000 JEWISH FAMILY SERVICE 4131 S BRAESWOOD HOUSTON TX 77025 NONE PC CHARITABLE CONTRIBUTIONS 25000 JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA 1101 14TH STREET NW 1030 WASHINGTON DC 20005 NONE PC CHARITABLE CONTRIBUTIONS 40000 MEXICAN INSTITUTE OF GREATER HOUSTON INC 4601 CAROLINE STREET HOUSTON TX 77004 NONE PC CHARITABLE CONTRIBUTIONS 10000 NORTHWEST ASSISTANCE MINISTRIES 15555 KUYKENDAHL ROAD HOUSTON TX 77090 NONE PC CHARITABLE CONTRIBUTIONS 5000 PROUNITAS INC 4802 LOCKWOOD DR HOUSTON TX 77026 NONE PC 1043 - 11/13/23 11:01AM WORKSHEET PRIVATE FOUNDATION 15000 REMIND PO BOX 27607 HOUSTON TX 77227 NONE PC CHARITABLE CONTRIBUTIONS 2500 SAN JOSE CLINIC 2615 FANNIN ST HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 15000 SANTA MARIA HOSTEL 2005 JACQUELYN DR HOUSTON TX 77055 NONE PC CHARITABLE CONTRIBUTIONS 10000 SEARCH HOMELESS SERVICES 2505 FANNIN ST HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 10000 SEVEN ACRES JEWISH SENIOR CARE SERVICES 6200 NORTH BRAESWOOD BOULEVARD HOUSTON TX 77074 NONE PC CHARITABLE CONTRIBUTIONS 20000 SMILE TRAIN 41 MADISON AVE 28TH FLOOR NEW YORK NY 10010 NONE PC CHARITABLE CONTRIBUTIONS 1000 SOCIETY OF ST VINCENT DE PAUL 180 34TH STREET NORTH ST PETERSBURG FL 33713 NONE PC CHARITABLE CONTRIBUTIONS 10000 SPECIAL OLYMPICS TEXAS 7715 CHEVY CHASE DR 120 AUSTIN TX 78752 NONE PC CHARITABLE CONTRIBUTIONS 1000 ST THOMAS HIGH SCHOOL FOUNDATION 4500 MEMORIAL DRIVE HOUSTON TX 77007 NONE PC CHARITABLE CONTRIBUTIONS 10000 ST DOMINIC VILLAGE 2401 HOLCOMBE BOULEVARD HOUSTON TX 77021 NONE PC CHARITABLE CONTRIBUTIONS 15000 ST PIUS X HIGH SCHOOL 811 WEST DONOVAN STREET HOUSTON TX 77091 NONE PC CHARITABLE CONTRIBUTIONS 7500 STAR OF HOPE 6897 ARMORE STREET HOUSTON TX 77054 NONE PC CHARITABLE CONTRIBUTIONS 7500 THE JEWISH FEDERATION OF GREATER HOUSTON 5603 SOUTH BRAESWOOD BOULEVARD HOUSTON TX 77096 NONE PC CHARITABLE CONTRIBUTIONS 20000 THE WOODS PROJECT 2700 SOUTHWEST FREEWAY SUITE A HOUSTON TX 77098 NONE PC CHARITABLE CONTRIBUTION 7500 UNDIES FOR EVERYONE 1700 BISSONNET ST HOUSTON TX 77005 NONE PC CHARITABLE CONTRIBUTIONS 7500 UNIVERSITY OF ST THOMAS 3800 MONTROSE BOULEVARD HOUSTON TX 77006 NONE PC CHARITABLE CONTRIBUTIONS 25000 VECINT HEALTH CENTERS 424 HAHLO STREET HOUSTON TX 77020 NONE PC CHARITABLE CONTRIBUTIONS 5000 WORKFAITH CONNECTION 10120 NORTHWEST FREEWAY SUITE 200 HOUSTON TX 77092 NONE PC CHARITABLE CONTRIBUTIONS 5000 YES PREP PUBLIC SCHOOLS 6201 BONHOMME STE 168N HOUSTON TX 77036 NONE PC CHARITABLE CONTRIBUTIONS 12000 515250 0 14 212912 14 18 -30246 0 182666 0 182666 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5667 0 5667 BERNSTEIN BROKERAGE ACCOUNTS AT COST 4693527 4053773 STIFEL BROKERAGE ACCOUNTS AT COST 3808806 3371754 CONTRACT LABOR 8293 0 8293 DUES 6191 0 6191 INSURANCE 1250 0 1250 OFFICE EXPENSE 610 0 610 MISC EXPENSE 169 0 169 PENALTIES 289 0 0 INVESTMENT FEES 52435 52435 0 0 0 0 FOREIGN TAX WITHHOLDINGS 2984 2984 0 FEDERAL EXCISE TAXES 25000 0 0