2025-04-23T09:54:00-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 823598671 Jacob Marcel Richard Memorial Foundation JACO 2817939294 PO Box 340699 Lakeway TX 78734 Rene Richard President 2817939294 2025-04-23 1 0 Kurt Coburn P01638285 7134395739 2025-04-23 2024 2025-03-06 01:10:19Z X 3153766 X X 98 98 74641 74641 196845 289473 196845 271584 271584 18000 1800 16200 1377 138 1239 2100 1050 1050 23150 23150 0 1984 0 0 546 0 453 45 408 47610 26183 18897 218411 218411 266021 26183 237308 5563 245401 117198 181962 181962 2535767 2477112 2970212 2730 1138 2138 1592 1592 2655103 2660666 3153766 0 0 X 0 0 0 0 2655103 2660666 2655103 2660666 2655103 2660666 2655103 5563 0 2660666 0 2660666 Publicly traded securities 135420 92628 42792 42792 Capital Gain Distributions 154053 154053 154053 196845 3411 0 3411 0 3411 1776 0 0 0 1776 0 1635 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Rene A Richard 2817939294 PO Box 340699 Lakeway TX 78734 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rene Richard PO Box 340699 Lakeway TX 78734 President 10.00 18000 0 0 Stephanie Richard PO Box 340699 Lakeway TX 78734 Secretary/Treasurer 2.00 0 0 0 Philip Richard PO Box 340699 Lakeway TX 78734 Vice-Presidednt 1.00 0 0 0 Audrey Richard PO Box 340699 Lakeway TX 78734 Director 1.00 0 0 0 NONE 0 NONE 0 0 2819460 278874 0 3098334 0 0 3098334 46475 3051859 152593 152593 3411 3411 149182 0 149182 0 149182 237308 0 237308 149182 12206 0 0 237308 12206 0 0 149182 75920 0 0 75920 0 0 0 0 0 0 0 75920 75920 Rene Richard Stephanie Richard X Roundtop Library Association Inc PO Box 245 Roundtop TX 78954 N/A PC Annual operations 2500 Fellowship of Catholic University Students (FOCUS) 603 Park Point Drive Suite 200 Genesee CO 80401 N/A PC Campus ministry 10000 Travis County Brown Santa 6406 Old Burleson Rd Austin TX 78744 N/A PC Christmas gifts and food to families 4000 CASA of Lafourche Inc PO Box 1343 Thibodaux LA 70302 N/A PC Christmas gifts for CASA-supported families 3899 LSU Foundation 3796 Nicholson Drive Baton Rouge LA 70802 N/A PC College of Engineering scholarship 25000 Nicholls State University Foundation Art Works PO Box 2025 Thibodaux LA 70310 N/A PC Department of Art support 1000 Nationality Ability Center 1000 Ability Way Park City UT 84060 N/A PC Disabled ski program 2500 Annie Gros 3021 Parish Rd Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 2500 Jarrod Couteaux 219 Cypress Ct Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 2500 Lydia Morvant 224 Coteau Ln Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 5000 Rachel Mach 102 Marie St Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 2500 Rebecca Shaver 2137 Hwy 3185 Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 5000 Rhonda Dempster 1832 North Hidalgo Ln Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 5000 Rita Freeman 1206 Bourbon St Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 5000 Sonia Clement 115 Diplomat Way Thibodaux LA 70301 None I Family support for Hurricane Francine property damage 7500 Individuals receiving less than 100 PO Box 340699 Lakeway TX 78734 None I Hurricane Beryl power loss - disaster relief for three families in Sugar Land, Texas 2512 Tiger Athletic Foundation PO Box 711 Baton Rouge LA 70821 N/A PC LSU Foundation of Champions scholarship 20000 Bridging Resources 8524 Hwy 6 N Ste 563 Houston TX 77095 N/A PC Neuromuscular disease medical support for families 15000 St Laurence Catholic Church 3100 Sweetwater Blvd Sugar Land TX 77479 N/A PC New PA and alarm system 25000 Emmaus Catholic Church 1718 Lohmans Crossing Rd Lakeway TX 78734 N/A PC Parish support 15000 Brothers of the Sacred Heart 3134 Hundred Oaks Ave Baton Rouge LA 70808 N/A PC Religious education and charity works support 23000 St Laurence Catholic School 2630 Austin Parkway Sugar Land TX 77479 N/A PC School operations 1500 ED White Catholic High School 555 Cardinal Drive Thibodaux LA 70301 N/A PC School prayer grotto 12500 Ben Meyer Foundation 132 Rue Collette Ste A Thibodaux LA 70301 N/A PC Support Acadia music festival 15000 Pregnancy Resource Center 4411 Avenue N Rosenberg TX 77471 N/A PC Support women facing uplanned pregnancy 5000 218411 0 14 98 14 74641 18 196845 0 271584 0 271584 0 0 0 0 0 0 0 0 0 0 Tax compliance 2100 1050 1050 Office Equipment 2022-12-15 2730 592 SL 5.000000000000 546 0 Bank of America Corp 3% Series 2 Pfd 19861 22150 Berkshire Hathaway Incorporated Class B 26509 27197 Braemar Hotels and Resorts 5.50% Series B 23651 15812 DigitalBridge Group 7.125% Series J Pfd 17361 24830 Franklin Utilities Fund Advisor Class 91251 126202 JPMorgan Chase & Co 19471 83899 MainStay MacKay HY Corp Bond Fund Class I 177456 170223 Pebblebrook Hotel Trust 6.375% Series E 22450 19940 Transamerica Multi-Managed Balanced Fund 2005000 2407384 Vornado Realty Trust 5.4% Series L Pfd 22435 17520 IShares TR Iboxx HI YD ETF 51667 55055 Office Equipment 2730 1138 1592 1592 Payroll processing fees 322 32 290 Software subscription 131 13 118 Investment management fees 23150 23150 0 Excise tax 1984 0 0