2025-03-13T12:19:57-07:00 2024-12-31 760117312 Roger Goddard CPA PC 3100 Timmons Lane Suite 440 Houston TX 77027 990PF 2024-01-01 746033114 Lulu Bryan Rambaud Charitable Trust LULU 7136519400 Christ Church Cathedral 1117 Texas Houston TX 77002 Anne Morris Trustee 7136519400 2025-03-07 true true Roger D Goddard P01219221 7136225088 2025-03-13 2024 2025-03-06 01:10:19Z X 2803372 X X 646 646 64097 64097 134503 293122 134503 0 0 7703 7703 206949 206949 0 0 3075 3075 18572 18572 8 8 1866 1866 0 0 23521 23521 0 116000 116000 139521 23521 116000 67428 183428 0 88145 81256 81256 1430 569 1430 569 0 0 1707867 1781323 2721547 0 0 0 0 0 0 1796581 1864009 2803372 0 0 0 0 0 X 795192 795192 1001389 1068817 1796581 1864009 1796581 1864009 1796581 67428 1864009 1864009 Ishares Russell 1000 Grw ETF - 142 sh P 2012-11-21 2024-09-20 52969 0 9160 43809 0 0 0 43809 Ishares Russell 1000 Grw ETF - 120 sh P 2012-11-21 2024-12-17 50028 0 7741 42287 0 0 0 42287 Morgan Stanley account 158597 capital gain distributions P 2023-01-01 2024-12-31 5097 0 0 5097 0 0 0 5097 EV Floating Rate - 596.659 sh P 2017-01-12 2024-09-20 5000 0 5275 -275 0 0 0 -275 Morgan Stanley account 158418 capital gain distributions P 2023-01-01 2024-12-31 2655 0 0 2655 0 0 0 2655 Alerian MLP - 385 sh P 2024-05-09 2024-09-20 10945 0 11021 -76 0 0 0 -76 Tortoise Energy Infr - 1,082.621 sh P 2019-09-25 2024-09-20 19000 0 11638 7362 0 0 0 7362 JPM Alerian MLP - 1,898 sh P 2021-12-21 2024-05-13 54330 0 49214 5116 0 0 0 5116 Ishares Russell 1000 Value ETF - 101 sh P 2015-12-22 2024-09-20 19042 0 9886 9156 0 0 0 9156 Morgan Stanley account 158596 - capital gain distributions P 2023-12-01 2024-12-31 5776 0 0 5776 0 0 0 5776 Hitachi 10 - 22.286 sh P 2024-09-25 2024-10-16 1185 0 1175 10 0 0 0 10 Imperial Brands - 70 sh P 2024-09-24 2024-10-16 2102 0 2052 50 0 0 0 50 Koninklijke Phillips - 54 sh P 2024-09-25 2024-10-16 1736 0 1678 58 0 0 0 58 Kyocera CP- 23.528 sh P 2023-11-01 2024-04-23 289 0 280 9 0 0 0 9 Novartis AG ADR - 2.257 sh P 2024-03-19 2024-06-13 238 0 217 21 0 0 0 21 Sandoz Group AG - 5.229 sh P 2023-12-12 2024-11-21 234 0 198 36 0 0 0 36 Taiwan Smcndctr - 16.491 sh P 2023-10-30 2024-06-12 2876 0 1790 1086 0 0 0 1086 Takeda Pharmaceutcl - 14 sh P 2024-06-13 2024-11-21 186 0 183 3 0 0 0 3 Tesco PLC - 61 sh P 2024-09-25 2024-10-16 842 0 896 -54 0 0 0 -54 Banco Santander - 429 sh P 2012-04-13 2024-04-23 2146 0 2131 15 0 0 0 15 Compagnie de St Gobain - 511 sh P 2022-12-23 2024-06-13 7705 0 3454 4251 0 0 0 4251 Hitachi 10 - 35.813 sh P 2023-07-19 2024-10-16 3403 0 1753 1650 0 0 0 1650 Honda Motor - 63 sh P 2014-10-02 2024-03-18 2293 0 2004 289 0 0 0 289 Imperial Brands - 83 sh P 2021-05-18 2024-11-21 2617 0 1984 633 0 0 0 633 Kingfisher PLC - 895 sh P 2017-03-22 2024-07-31 5596 0 6688 -1092 0 0 0 -1092 Koninklijke Phil - 72.024 sh P 2022-09-16 2024-05-16 1870 0 1249 621 0 0 0 621 Kyocera CP- 332 sh P 2019-05-14 2024-04-23 4467 0 4930 -463 0 0 0 -463 Mondi PLC - .364 sh P 2021-03-17 2024-01-29 13 0 21 -8 0 0 0 -8 Novartis Ag - 38.169 sh P 2021-04-08 2024-09-12 4218 0 2856 1362 0 0 0 1362 Sandoz Group - 17.6 sh P 2013-11-13 2024-11-21 786 0 334 452 0 0 0 452 Takeda Pharmaceutcl - 610 sh P 2024-09-25 2024-11-21 8329 0 11598 -3269 0 0 0 -3269 Tesco PLC - 527 sh P 2019-07-29 2024-11-21 7044 0 5036 2008 0 0 0 2008 Toyota Industries Corp - 13.837 sh P 2022-04-01 2024-03-19 1383 0 893 490 0 0 0 490 Sandoz Group AG - .4 sh P 2008-05-12 2024-11-21 18 0 5 13 0 0 0 13 Taiwan Smcndctr - 36 sh P 2008-05-08 2024-11-20 6485 0 366 6119 0 0 0 6119 Section 1256 loss - Invesco Commodiaty Index P 2024-01-01 2024-12-31 0 0 365 -365 0 0 0 -365 Section 1256 loss - Invesco Commodiaty Index P 2023-01-01 2024-12-31 0 0 548 -548 0 0 0 -548 Short-term capital loss - Invesco Commodity Index P 2024-01-01 2024-12-31 219 0 0 219 0 0 0 219 134503 -2272 2550 0 2550 0 2550 0 X 96 2646 0 false false false false false false false true true TX true false false false false true N/A Christ Church Cathedral 7134081055 1117 Texas Avenue Houston TX 77002 false false false false false false false false false false false false false false false false false false false false false Bruce A Atkins 1117 Texas Ave Houston TX 77002 Trustee 0.00 0 0 0 Anne Morris 1117 Texas Ave Houston TX 77002 Trustee 0.00 0 0 0 Michael Sandeen 1117 Texas Ave Houston TX 77002 Trustee 0.00 0 0 0 NONE 0 NONE 0 2675564 97764 0 2773328 0 2773328 100000 2673328 133666 133666 2550 2550 131116 131116 131116 116000 116000 131116 115600 0 0 0 0 0 0 116000 115600 0 400 0 0 0 0 0 130716 0 0 0 0 0 0 0 None None Grants are by specific proposal sen 1117 Texas Ave Houston TX 77002 7136519400 No application form None Used for the benefit of elderly indigent people of Houston, Harris County, Texas. El Centro de Corazon 1117 Texas TX 77002 501(c)(3) Assist elderlyindigent people 11000 Avenue 360 Health and Wellness 2150 W 18th St Houston TX 77008 501(c)(3) Providing medicalcare for indigentpeople 10000 Lord of the Streets 3401 Fannin Houston TX 77004 501(c)(3) Assist elderlyindigent peoplewho or homeless 20000 Mission of Yahweh 10847 Algiers Road Houston TX 77041 501(c)(3) Housing and supportingservices for homelesssenior women and childred 5000 Northwest Assistance Ministries 15555 Kuykendahl Houston TX 77002 501(c)(3) Provide social servicesfor elderlyindigent people 30000 North Pasadena Community Outreach 705 Williams St Pasadena TX 77506 501(c)(3) Provide homelessindigent people withcounseling/mentoring 5000 Wesley Community Center 1410 Lee St Houston TX 77009 501(c)(3) Food assistancefor elderlyindigent people 15000 Houston Food Bank 553 Portwall St Houston TX 77029 501(c)(3) Food assistancefor indigentpeople 10000 Have Shears Will Travel 3007 Woodland Hills Dr Kingwood TX 77339 501(c)(3) Assistance forpersons sufferingfrom subttance abuse 10000 116000 14 646 14 64097 15 7703 18 134503 206949 206949 false false false false false false false false false false Roger Goddard Tax return preparation 3075 3075 An amount greater than 1.5% of line 3 ($41,600)is needed for charitable donations which have averaged $100,000 over the last three years. Corporate stock 1781323 2721547 Royalties 4521 4521 Miscellaneous income 3182 3182 Morgan Stanley Investment advisory fees 18572 18572 Real estate taxes 367 367 Foreign income taxes 1401 1401 Oil and gas severance tax 98 98