2025-02-03T18:56:58-08:00 2023-12-31 HURRICANE BERYL RELIEF IR-2014-191 JUL KELL & WEINER CPAS 6200 SAVOY DR STE 530 HOUSTON TX 77036 990PF 2023-01-01 760403101 THE EDWARD AND HELEN OPPENHEIMER FOUNDATION EDWA 7132209143 10207 OYLMPIA DRIVE HOUSTON TX 77042 LEE E HERMAN Trustee 2025-02-03 false true GEORGE M KELL CPA P01246983 7137825707 2023 2025-03-06 01:10:19Z X 5705971 X X 20 20 20 167732 167732 167732 3269 44188 3269 171021 171021 167752 3 3 3 44390 42590 1800 44393 42593 3 1800 288000 288000 332393 42593 3 289800 -161372 128428 167749 99908 34770 34770 2128313 2126230 4067496 1893472 1854636 1603705 4121693 4015636 5705971 0 X 4121693 4015636 4121693 4015636 4121693 4015636 4121693 -161372 65522 4025843 10207 4015636 UBS # UG-06746 SECURITY SALES P 2000-01-01 2023-12-31 44188 40919 3269 3269 3269 1785 1785 1785 X 101 1886 0 false false false false false false false false true true false false false false true N/A MR LEE E HERMAN 7132209143 10207 OYLMPIA DRIVE HOUSTON TX 77042 false false false false false false false false false false false false false false false false false false false false false false LEE E HERMAN 700 LOUISIANA 25TH FLOOR HOUSTON TX 770022700 Treasurer 5.00 0 CARL HERMAN 25 RITCHFIELD LANE HOUSTON TX 77042 President 2.00 0 PAUL F HERMAN 13206 FINCH BROOK DRIVE CYPRESS TX 77429 Vice President 2.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 1785 1785 1785 1785 0 289800 289800 0 245000 325617 276254 17744 289300 1153915 289800 0 289800 1443715 0 245000 1198715 325617 276254 17744 289300 289800 X UNIVERSITY OF HOUSTON LAW FOUNDATIO 100 Law Center HOUSTON TX 77204 NONE NC EDUCATIONAL. 5000 SPRING BRANCH FFA 10660 HAMMERLY BLVD HOUSTON TX 77043 NONE PUBLIC EDUCATIONAL. 15000 HOUSTON HABITAT FOR HUMANITY 3750 N McCarty HOUSTON TX 77029 NONE PUBLIC CHARITABLE. 42500 HOUSTON CONGREGATION FOR REFORM JUD 801 BERING DRIVE HOUSTON TX 77057 NONE PUBLIC RELIGIOUS. 5000 NICK FINNEGAN COUNSELING CENTER 2714 JOANEL ST HOUSTON TX 77027 NONE PUBLIC CHARITABLE. 5000 HOLCAUST MUSEM HOUSTON 5401 Caroline ST HOUSTON TX 77004 NONE PUBLIC CHARITABLE. 12000 ARTIST BOAT 2627 Avenue O GALVESTON TX 77550 NONE PC CHARITABLE 15000 INTERFAITH MINISTRIES 3303 Main St HOUSTON TX 77002 NONE PC CHARITABLE 2000 PRO SALUD 6500 B Rookin St 103 HOUSTON TX 77074 NONE PC CHARITABLE 2000 PHILABUNDANCE 3616 S Galloway Street Philadelphia PA 19148 NONE PC CHARITABLE 2500 MOUNT GRETNA SCHOOL OF ART 64 Pine Ave MOUNT GRETNA PA 17064 NONE PC EDUCATIONAL 1000 MOUNT GRETNA THEATRE 200 Pennsylvania Ave MOUNT GRETNA PA 17064 NONE PC CHARITABLE 1000 THE PHILADELPHIA FOUNDATION 1835 Market Street Suite 2410 PHILADELPHIA PA 19103 NONE PC CHARITABLE 1000 SHINING STARS FOUNDATION PO Box 2790 WINTER PARK CO 80482 NONE PC CHARITABLE 2000 SOUTH TEXAS SCHOOL OF LAW 1303 San Jacinto St HOUSTON TX 77002 NONE PC EDUCATIONAL 5000 CENTRAL TEXAS FOOD BANK 6500 Metropolis Dr AUSTIN TX 78744 NONE PC CHARITABLE 2500 OHIO STATE UNIVERSITY 1480 W Lane Ave COLUMBUS OH 43221 NONE PC EDUCATIONAL 5000 Faith In Practice 7500 Beechnut St 208 Houston TX 77074 NONE PC RELIGIOUS 2500 Bayou Land Conservancy 10330 Lake Rd J HOUSTON TX 77070 NONE PC CHARITABLE 3000 Miller Outdoor Theatre 6000 Hermann Park D HOUSTON TX 77030 NONE PC CHARITABLE 15000 Texas Children's Hospital 6621 Fannin St HOUSTON TX 77030 NONE PC CHARITABLE 13000 FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVE ELMIRA NY 14903 NONE PC CHARITABLE 2500 AUSTIN JUSTICE COALITION 1603 E 38 1/2 ST AUSTIN TX 78722 NONE PC EDUCATIONAL 5000 AMERICAN RED CROSS 2700 SOUTHWEST FREEWAY HOUSTON TX 77098 NONE PC CHARITABLE 5000 JEWISH FEDERATION OF GREATER HOUSTO 5603 S BRAESWOOD BLVD HOUSTON TX 77096 NONE PC CHARITABLE 1000 NORTH CLACKAMAS EDUCATION FOUNDATIO 6031 SE King Rd Milwaukie OR 9722 MILWAUKIE OR 97222 NONE PC EDUCATIONAL 2000 VERMONT COLLEGE OF FINE ARTS 36 COLLEGE ST MONTPELIER VT 05602 NONE NC EDUCATIONAL 30000 MOMENTUM EDUCATION PO BOX 66146 HOUSTON TX 77266 NONE PC EDUCATIONAL 2500 MEMORIAL HERMANN FOUNDATION 929 Gessner Road Suite 2650 HOUSTON TX 77024 NONE PC CHARITABLE 10000 OLYLMPIC ANGELS PO Box 654 Port Townsend WA 98368 NONE PC CHARITABLE 2500 THE SCHLENKLER SCHOOL 5600 N BRAESWOOD HOUSTON TX 77096 NONE PC EDUCATIONAL 5000 CASA DE ESERANZA 2911 Corder St building A HOUSOTN TX 77054 NONE PC CHARITABLE 1000 PENNSYLVANIA BAIL FUND 924 Cherry St Philadelphia PA 19107 NONE PC CHARITABLE 2500 Lebanon County Christian Ministries 250 S 7th St Lebanon PA 17042 NONE NC RELIGIOUS 1000 AUSTIN JEWS AND PARTNERS FOR REFUGE 2516 McBee Street AUSTIN TX 78723 NONE NC CHARITABLE 5000 WATERLOO GREENWAY 1111 Red River St AUSTIN TX 78701 NONE NC CIVIC 2500 ALZHEIMER'S ASSOCIATION 6055 S Loop E HOUSTON TX 77087 NONE NC CHARITABLE 2500 AUSTIN MUTUAL AID 505 Barton Springs Road AUSTIN TX 78704 NONE NC CHARITABLE 2500 Elmwood Park Zoo 1661 Harding Blvd NORRISTOWN PA 19401 NONE NC CIVIC 2500 TURKISH PHILANTROPHY FUNDS 14160 BROADWAY NEW YORK NY 10036 NONE NC CHARITABLE 5000 BLANCHET HOUSE 310 NW GLISAN PORTLAND OR 97209 NONE NC CIVIC 5000 PODER 3357 WEST 55TH ST CHICAGO IL 60632 NONE NC CHARITABLE 2500 BLACK MAMAS 13359 NORTH HIGHWAY 183 STE 406-706 AUSTIN TX 78750 NONE NC CHARITABLE 5000 GRACE PLACE 2515 WAUGH DR HOUSTON TX 77006 NONE NC CHARITABLE 2500 MONTGOMERY SCHOOL 4000 SIMMBROOK DR HOUSTON TX 77045 NONE NC EDUCATIONAL 1000 CHESTER COUNTY LIBRARY SYSTEM 450 EXTON SQUARE PARKWAY EXTON PA 19341 NONE NC CIVIC 2500 FRIENDS OF GOVERNOR DICK PO BOX 212 MT GRETNA PA 17064 NONE NC CIVIC 2500 TRANS GENDER LAW CENTER PO BOX 70976 OAKLAND CA 94612 NONE NC CHARITABLE 2000 RAICES TEXAS 1900 ST JAMES PLACE STE 450 HOUSTON TX 77056 NONE NC CHARITABLE 2000 CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON PA 19341 NONE NC CHARITABLE 1000 TREEFOLKS 10803 PLATT LANE AUSTIN TX 78725 NONE NC CIVIC 2000 CYCLE 2200 LOUETTA ROAD 100 SPRING TX 77388 NONE NC CHARITABLE 2500 LENDING LIBRARIES WITH LOVE 2712 HORSESHOE TRAIL CHESTER SPRINGS PA 19425 NONE NC CIVIC 1000 STLOUIS HEALTH 6121 NORTH HANLEY RD BERKELEY MO 63134 NONE NC CHARITABLE 1000 PARAQUAD 5240 OAKLAND AVE ST LOUIS MO 63110 NONE NC CHARITABLE 1000 PRESBYTERIAN NIGHT SHELTER 2400 CYPRESS ST FORT WORTH TX 76102 NONE NC CHARITABLE 2000 AUSTIN BAT CAVE PO BOX 47222 AUSTIN TX 78765 NONE NC CIVIC 1000 LIFE WORKS AUSTIN 835 NORTH PLEASANT VALLEY RD AUSTIN TX 78702 NONE NC CHARITABLE 2500 COASTAL PRAIRIE CONSERVANCY 5615 KIRBY DR 867 HOUSOTN TX 77005 NONE NC CIVIC 2000 288000 20 167732 3269 167752 3269 171021 false false false false false false false false false false 2022 GRANT CHECKS THAT CLEARED IN 2023 10100 PRIOR YEAR TAXES 107 INVESTMENT MANAGEMENT FEES 40756 40756 LEGAL SERVICES 1800 1800 MARGIN INTEREST PAID 3 3 UBS # UG-FOREIGN TAX W/HELD ON DIVIDENDS 1831 1831 2023 GRANT CHECKS THAT CLEARED IN 2024 65522