2025-11-12T12:14:28-08:00 2024-12-31 273938848 KELL & WEINER CPAS 6200 SAVOY DR STE 530 HOUSTON TX 77036 990PF 2024-01-01 760403101 THE EDWARD AND HELEN OPPENHEIMER FOUNDATION EDWA 7132209143 10207 OYLMPIA DRIVE HOUSTON TX 77042 LEE E HERMAN Trustee 2025-11-12 false true GEORGE M KELL CPA P01246983 7137825707 2024 2025-03-06 01:10:19Z X 5896879 X X 27 27 27 172356 172356 172356 101221 327296 101221 4230 277834 273604 172383 82974 82974 82974 82974 82974 82974 0 316500 316500 399474 82974 82974 316500 -121640 190630 89409 34770 97440 97440 2126230 2072841 4216687 1854636 1852701 1582752 4015636 4022982 5896879 0 X 4015636 4022982 4015636 4022982 4015636 4022982 4015636 -121640 198000 4091996 69014 4022982 UBS # UG-06746 P 2000-01-01 2024-12-31 327296 226075 101221 101221 101221 2650 2650 2650 X 147 2797 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 KATE HERMAN 4714 TIARA LN CORPUS CHRISTI TX 78415 Trustee 0.00 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 ANNE CHAMBERLAIN 2009 VALERIAN TRAIL ROUND ROCK TX 78664 Trustee 0.00 0 JOE HERMAN 27 LANA LANE HOUSTON TX 77027 Trustee 0.00 0 KATHERINE HERMAN 3214 CASTLEWOOD ST HOUSTON TX 77025 Trustee 0.00 0 LISA HERMAN 10207 OLYMPIA DRIVE HOUSTON TX 77042 Trustee 0.00 0 RANDI FAUST 25 RITCHFIELD LANE HOUSTON TX 77042 Trustee 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 2650 2650 2650 2650 0 316500 316500 0 325617 276254 17744 289300 289800 1198715 316500 0 316500 1515215 0 325617 1189598 276254 17744 289300 289800 316500 X 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. 37500 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. 6000 HOUSTON FOOD BANK 535 PORTWALL STREET HOUSTON TX 77029 NONE PUBLIC CHARITABLE 47500 ARTIST BOAT 2627 Avenue O GALVESTON TX 77550 NONE PC CHARITABLE 40000 INTERFAITH MINISTRIES 3303 Main St HOUSTON TX 77002 NONE PC CHARITABLE 6500 PHILABUNDANCE 3616 S Galloway Street Philadelphia PA 19148 NONE PC CHARITABLE 2500 COLORADO COLLEGE 14 EAST CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 NONE PC EDUCATIONAL 2500 CENTRAL TEXAS FOOD BANK 6500 Metropolis Dr AUSTIN TX 78744 NONE PC CHARITABLE 2500 Faith In Practice 7500 Beechnut St 208 Houston TX 77074 NONE PC RELIGIOUS 2500 The Brookwood Community 1752 Farm to Market 1489 Brookshire TX 77423 NONE PC CHARITABLE 5000 Bayou Land Conservancy 10330 Lake Rd J HOUSTON TX 77070 NONE PC CHARITABLE 3000 AFS USA 120 WALL STREET 4TH FLOOR NEW YORK NY 10005 NONE PC CULTURAL 5000 FOOD BANK OF THE SOUTHERN TIER 388 UPPER OAKWOOD AVE ELMIRA NY 14903 NONE PC CHARITABLE 7500 ST ANNE'S SCHOOL 2140 WESTHEIMER ROAD HOUSTON TX 77098 NONE PC RELIGIOUS 10000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC CHARITABLE 5000 FINGER LAKES LAND TRUST 202 E COURT ST ITHICA NY 14850 NONE PC CHARITABLE 5000 FRIENDS OF STEWART PARK 3106 CO HWY JG MT HOREB WI 53572 NONE PC CHARITABLE 2500 ITHICA COMMUNITY CHILDCARE CENTER 579 WARREN RD ITHICA NY 14850 NONE PC CHARITABLE 5000 LAMAR UNIVERSITY 4400 MLK BLVD PO BOX 10009 BEAUMONT TX 77710 NONE PC EDUCATIONAL 5000 OBERLIN COLLEGE 173 W LORAIN ST OBERLIN OH 44074 NONE PC EDUCATIONAL 1500 OREGON FOOD BANK 7900 NE 33RD DRIVE PORTLAND OR 97211 NONE PC CHARITABLE 2500 VERMONT COLLEGE OF FINE ARTS 36 COLLEGE ST MONTPELIER VT 05602 NONE NC EDUCATIONAL 10000 MOMENTUM EDUCATION PO BOX 66146 HOUSTON TX 77266 NONE PC EDUCATIONAL 5000 MEMORIAL HERMANN FOUNDATION 929 Gessner Road Suite 2650 HOUSTON TX 77024 NONE PC CHARITABLE 10000 THE SCHLENKLER SCHOOL 5600 N BRAESWOOD HOUSTON TX 77096 NONE PC EDUCATIONAL 20000 CASA DE ESERANZA 2911 Corder St building A HOUSOTN TX 77054 NONE PC CHARITABLE 1000 ALZHEIMER'S ASSOCIATION 6055 S Loop E HOUSTON TX 77087 NONE NC CHARITABLE 2500 OUT YOUTH 909 East 49th 1/2 Street HOUSTON TX 78751 NONE NC CHARITABLE 10000 PODER 3357 WEST 55TH ST CHICAGO IL 60632 NONE NC CHARITABLE 5000 CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON PA 19341 NONE NC CHARITABLE 2500 LENDING LIBRARIES WITH LOVE 2712 HORSESHOE TRAIL CHESTER SPRINGS PA 19425 NONE NC CIVIC 1000 WORLD CENTRAL KITCHEN 200 Massachusetts Ave NW 7th Floor WASHINGTON DC 20001 NONE NC CHARITABLE 5000 MATERNITY CARE COALITION-PHILADELPH 2000 Hamilton St Suite 203 PHILADELPHIA PA 19130 NONE NC CHARITABLE 10000 TEXAS HEARING INSTITUTE 3100 Shenandoah St HOUSTON TX 77021 NONE NC CHARITABLE 5000 SARASOTA PARK 6700 Clark Rd SARASOTA FL 34241 NONE NC CULTURAL 5000 316500 27 172356 4230 101221 176613 101221 277834 false false false false false false false false false false 2023 GRANT CHECKS THAT CLEARED IN 2024 65522 PRIOR YEAR TAXES 3492 INVESTMENT MANAGEMENT FEES 45015 45015 45015 TRUSTEE FEES 36000 36000 36000 UBS # UG-FOREIGN TAX W/HELD ON DIVIDENDS 1959 1959 1959 Other Investment Income 4230 2024 GRANT AND EXPENSE CHECKS THAT CLEARED IN 2025 198000