2025-11-11T10:24:50-06:00 2024-12-31 721088864 LAPORTE APAC 1770 ST JAMES PLACE SUITE 250 HOUSTON TX 770563432 990PF 2024-01-01 453983093 THE LEWIS AND JOAN LOWENSTEIN FOUNDATION LEWI 7139638008 1770 ST JAMES PLACE 250 HOUSTON TX 77056 HAROLD HIDALGO SR DIRECTOR 7139638008 2025-11-11 1 0 GARY ROBISON P01790991 7139638008 2025-11-11 2024 2025-03-06 01:10:19Z X 8776322 X X 227 227 264784 264784 388100 6350519 388100 11623 0 664734 653111 98400 39360 59040 1026 0 1026 18937 0 18937 28116 28116 0 1844 626 0 21846 0 21846 50157 29985 21397 220326 98087 122246 269500 269500 489826 98087 391746 174908 555024 135045 268551 268551 40821 40821 40821 8274688 8285963 8464941 0 2009 2009 8450554 8597344 8776322 0 0 X 4034295 4034295 0 0 4416259 4563049 8450554 8597344 8450554 8597344 8450554 174908 0 8625462 28118 8597344 STIFEL 2106 1306 1430 -124 -124 STIFEL 2106 29230 19129 10101 10101 STIFEL 8006 17724 14919 2805 2805 STIFEL 1300 54534 35244 19290 19290 STIFEL 9311 118588 115715 2873 2873 STIFEL 9311 53770 54357 -587 -587 STIFEL 9181 2079 2300 -221 -221 STIFEL 9181 63565 51177 12388 12388 STIFEL 5043 692113 628360 63753 63753 STIFEL 4788 1228 1498 -270 -270 STIFEL 4788 34161 65998 -31837 -31837 STIFEL 7544 8349 7724 625 625 STIFEL 7544 27987 27809 178 178 STIFEL 7544 586 586 586 BERNSTEIN - 5004 38434 36884 1550 1550 BERNSTEIN - 5004 796912 806432 -9520 -9520 BERNSTEIN - 9091 55482 54323 1159 1159 BERNSTEIN - 9091 753026 837021 -83995 -83995 SCHWAB - 7767 3601445 3202099 399346 399346 388100 7715 0 7715 0 7715 845 0 0 0 845 X 361 7231 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 8386755 403112 0 8789867 0 0 8789867 131848 8658019 432901 432901 7715 7715 425186 0 425186 0 425186 391746 0 391746 425186 0 0 320026 296406 333174 199562 1149168 391746 0 0 0 391746 0 33440 33440 1115728 0 0 0 0 0 0 286586 829142 296406 333174 199562 X AMERICAN ASSOCIATES BEN GURION UNIVERSITY 24 GREENWAY PLAZA SUITE 550 HOUSTON TX 77046 NONE PC CHARITABLE CONTRIBUTIONS 20000 ARCHDIOCESE OF GALVESTON 1700 SAN JACINTO STREET HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 10000 CANCARE INC 9575 KATY FREEWAY HOUSTON TX 77024 NONE PC CHARITABLE CONTRIBUTIONS 5000 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 12500 CHRISTUS FOUNDATION FOR HEALTHCARE 2615 FANNIN AT MCGOWEN HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 12500 COMMUNITY FAMILY CENTERS 7524 AVENUE E HOUSTON TX 77012 NONE PC CHARITABLE CONTRIBUTIONS 5000 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 CHARITABLE CONTRIBUTIONS 7500 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 5000 INCARNATE WORD ACADEMY 609 CRAWFORD ST HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 5000 JEWISH FAMILY SERVICE 4131 S BRAESWOOD HOUSTON TX 77025 NONE PC CHARITABLE CONTRIBUTIONS 15000 JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA 1101 14TH STREET NW 1030 WASHINGTON DC 20005 NONE PC CHARITABLE CONTRIBUTIONS 12500 NORTHWEST ASSISTANCE MINISTRIES 15555 KUYKENDAHL ROAD HOUSTON TX 77090 NONE PC CHARITABLE CONTRIBUTIONS 5000 SEVEN ACRES JEWISH SENIOR CARE SERVICES 6200 NORTH BRAESWOOD BOULEVARD HOUSTON TX 77074 NONE PC CHARITABLE CONTRIBUTIONS 20000 SOCIETY OF ST VINCENT DE PAUL 180 34TH STREET NORTH ST PETERSBURG FL 33713 NONE PC CHARITABLE CONTRIBUTIONS 12500 SPECIAL OLYMPICS TEXAS 7715 CHEVY CHASE DR 120 AUSTIN TX 78752 NONE PC CHARITABLE CONTRIBUTIONS 2000 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 UNIVERSITY OF HOUSTON 4302 UNIVERSITY DR HOUSTON TX 77004 NONE PC CHARITABLE CONTRIBUTIONS 25000 WORKFAITH CONNECTION 10120 NORTHWEST FREEWAY SUITE 200 HOUSTON TX 77092 NONE PC CHARITABLE CONTRIBUTIONS 5000 SPRING BRANCH COMM HEALTH CTR 5502 1ST ST KATY TX 77493 NONE PC CHARITABLE CONTRIBUTIONS 5000 ADR SOUTHWEST 7718 MCPHERSON RD LAREDO TX 78045 NONE PC CHARITABLE CONTRIBUTIONS 12500 JEWISH FEDERATION 5603 S BRAESWOOD BLVD HOUSTON TX 77096 NONE PC CHARITABLE CONTRIBUTIONS 15000 JEWISH COMMUNITY CENTER 5601 S BRAESWOOD HOUSTON TX 77096 NONE PC CHARITABLE CONTRIBUTIONS 12500 269500 0 14 227 14 264784 14 18 388100 OTHER INCOME 11623 0 653111 11623 664734 11 LITIGATION SETTLEMENT 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18937 0 18937 BERNSTEIN BROKERAGE ACCOUNTS AT COST 4342210 4522005 STIFEL BROKERAGE ACCOUNTS AT COST 5290 914 SCHWAB BROKERAGE ACCOUNTS AT COST 3938463 3942022 LEGAL FEES 1026 0 1026 PAYROLL TAX RECEIVABLE 2009 2009 UNREALIZED GAINS/LOSS 28118 CONTRACT LABOR 17467 0 17467 DUES 2680 0 2680 INSURANCE 25 0 1250 BANK CHARGES 29985 29985 0 OTHER INCOME 11623 11623 INVESTMENT FEES 28116 28116 0 FOREIGN TAX WITHHOLDINGS 626 626 0 FEDERAL EXCISE TAXES 1218 0 0