2025-03-23T15:20:13-07:00 2024-12-31 522390141 MICHAEL W LAHRMAN CPA PC 13465 MIDWAY RD STE 114 DALLAS TX 75244 990PF 2024-01-01 752565413 ED HAGGAR FAMILY FOUNDATION EDHA 4693350110 4101 MCEWEN RD DALLAS TX 752445006 SUSAN OWENS PRES 4693350110 2025-02-19 true true MICHAEL W LAHRMAN P00811626 2143521444 2025-03-20 2024 2025-03-06 01:10:19Z X X 4569776 X X 44112 44112 44576 44576 489117 1658690 489117 19975 0 9 9 577814 577814 19975 18750 18750 14583 14583 0 8520 8520 84759 84759 5907 3330 0 6131 6131 1574 1574 140224 137647 0 224000 224000 364224 137647 224000 213590 440167 19975 9293 21562 21562 0 0 2055122 2060918 3473394 895211 1090736 1074820 0 0 0 0 0 0 0 2959626 3173216 4569776 0 0 0 0 0 X 2959626 3173216 2959626 3173216 2959626 3173216 2959626 213590 3173216 3173216 GOLDMAN SACHS FI IGC-INT DUR (SEE ATTACHED) P 2023-12-30 2024-12-31 35541 0 34791 750 0 0 0 750 GOLDMAN SACHS GSAM: REIT (SEE ATTACHED) P 2024-01-01 2024-06-30 16656 0 16144 512 0 0 0 512 GOLDMAN SACHS GSAM: REIT (SEE ATTACHED) P 2023-12-30 2024-12-31 94454 0 72657 21797 0 0 0 21797 GOLDMAN SACHS DELAWARE NUS (SEE ATTACHED) P 2024-01-01 2024-06-30 57574 0 59983 -2409 0 0 0 -2409 GOLDMAN SACHS DELAWARE NUS (SEE ATTACHED) P 2023-12-30 2024-12-31 261123 0 223933 37190 0 0 0 37190 GOLDMAN SACHS GS: GOAS (SEE ATTACHED) P 2024-01-01 2024-06-30 22538 0 3987 18551 0 0 0 18551 GOLDMAN SACHS BROKERAGE (SEE ATTACHED) P 2023-12-30 2024-12-31 359815 0 112382 247433 0 0 0 247433 GOLDMAN SACHS US EQ BUFF BETA (SEE ATTACHED) P 2023-12-30 2024-12-31 316256 0 253000 63256 0 0 0 63256 GOLDMAN SACHS FOUNDATION JENNISON (SEE ATTACHED) P 2024-01-01 2024-06-30 121636 0 118568 3068 0 0 0 3068 GOLDMAN SACHS FOUNDATION JENNISON (SEE ATTACHED) P 2023-12-30 2024-12-31 180266 0 110677 69589 0 0 0 69589 GOLDMAN SACHS HAGGAR FOUNDATION BAHL & GAYNOR (SEE ATTACHED) P 2024-01-01 2024-06-30 16368 0 16436 -68 0 0 0 -68 GOLDMAN SACHS HAGGAR FOUNDATION BAHL & GAYNOR (SEE ATTACHED) P 2023-12-30 2024-12-31 89706 0 71824 17882 0 0 0 17882 GOLDMAN SACHS FOUNDATION HARDING LOEVNER (SEE ATTACHED) P 2024-01-01 2024-06-30 13650 0 13329 321 0 0 0 321 GOLDMAN SACHS FOUNDATION HARDING LOEVNER (SEE ATTACHED) P 2023-12-30 2024-12-31 73107 0 61862 11245 0 0 0 11245 489117 19975 6118 0 6118 0 6118 0 X 55 6173 0 false false false false false false false true true TX true false false false false true www.edhaggar.com SUSAN OWENS 4693350110 4101 MCEWEN RD SUITE 438 Dallas TX 75244 false false false false false false false false false false false false false false false false false false false false false false PATRICIA J TURNER 4101 MCEWEN RD SUITE 438 DALLAS TX 75244 DIRECTOR 0.50 0 0 0 JOHN DALEY HAGGAR 4101 MCEWEN RD SUITE 438 DALLAS TX 75244 DIRECTOR 0.25 0 0 0 MICHAEL HAGGAR 4101 MCEWEN RD SUITE 438 DALLAS TX 75244 VP, TREAS & DIRECTOR 0.25 0 0 0 ANTHONY STEDILLIE 4101 MCEWEN RD SUITE 438 DALLAS TX 75244 DIRECTOR 0.25 0 0 0 SUSAN OWENS 4101 MCEWEN RD SUITE 438 DALLAS TX 75244 PRES & SECY 20.00 18750 0 0 JUDY ABINGTON 4101 MCEWEN RD SUITE 438 DALLAS TX 75244 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 4541151 90357 0 4631508 0 4631508 69473 4562035 228102 228102 6118 6118 221984 221984 221984 224000 224000 221984 10000 0 0 0 0 15619 15619 224000 10000 0 214000 0 7984 7984 7635 0 0 0 0 0 7635 0 0 0 7635 0 NONE NONE X SUSAN OWENS 4101 MCEWEN RD SUITE 438 DALLAS TX 752445006 4693350110 LETTER WITH DOCUMENTATION OF 501(C)(3) STATUS. NO NO BLICK CENTER 640 W MARKET ST AKRON OH 44303 501(C)(3) CHARITABLE 35000 KIDNEY TEXAS INC 6138 BERKSHIRE LANE 10 DALLAS TX 75225 501(C)(3) CHARITABLE 5000 PANCREATIC CANCER ACTION NETWORK 1500 ROSECRANS AVE STE 200 MANHATTAN BEACH CA 90266 501(C)(3) CHARITABLE 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 5800 CAMPUS CIRCLE DR E STE 108A IRVING TX 75063 501(C)(3) CHARITABLE 4000 ST MICHAEL'S CATHOLIC HS 100 SIRINGO RD SANTA FE NM 87505 501(C)(3) CHARITABLE 15000 CYSTIC FIBROSIS FOUNDATION 4040 N CENTRAL EXPY 730 DALLAS TX 75204 501(C)(3) CHARITABLE 80000 CATHOLIC FOUNDATION 12222 MERIT DRIVE 850 DALLAS TX 75251 501(C)(3) CHARITABLE 5000 CATHOLIC CHARITIES OF DALLAS 9461 LBJ FREEWAY STE 128 DALLAS TX 75243 501(C)(3) CHARITABLE 15000 THE SALVALTION ARMY PO BOX 36026 DALLAS TX 75235 501(C)(3) CHARITABLE 5000 URSULINE ACADEMY DALLAS 4900 WALNUT HILL LANE DALLAS TX 75229 501(C)(3) CHARITABLE 30000 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 501(C)(3) CHARITABLE 5000 CRISTO REY-FT WORTH 2633 ALTAMESA BLVD FORT WORTH TX 76133 501(C)(3) CHARITABLE 5000 RISE SCHOOL OF DALLAS 148 TOWN CENTER COPPELL TX 75019 501(C)(3) CHARITABLE 5000 GREATER CLEVELAND FOOD BANK 15500 S WATERLOO ROAD CLEVELAND OH 44110 501(C)(3) CHARITABLE 5000 NOTRE DAME SCHOOL OF DALLAS 2018 ALLEN STREET DALLAS TX 75204 501(C)(3) CHARITABLE 5000 224000 NONE 900001 0 14 44112 900001 0 14 44576 900001 0 18 451927 37190 0 540615 37190 577805 NA N/A false false false false false false false false false false MICHAEL W. LAHRMAN, CPA ACCOUNTING FEES 8520 8520 GOLDMAN SACHS FI IGC-INT DUR (SEE ATTACHED) 2023-12 Purchased 2024-12 35541 34791 750 GOLDMAN SACHS GSAM: REIT (SEE ATTACHED) 2024-01 Purchased 2024-06 16656 16144 512 GOLDMAN SACHS GSAM: REIT (SEE ATTACHED) 2023-12 Purchased 2024-12 94454 72657 21797 GOLDMAN SACHS DELAWARE NUS (SEE ATTACHED) 2024-01 2024-06 57574 59983 -2409 GOLDMAN SACHS DELAWARE NUS (SEE ATTACHED) 2023-12 Purchased 2024-12 261123 223933 37190 GOLDMAN SACHS GS: GOAS (SEE ATTACHED) 2024-01 Purchased 2024-06 22538 3987 18551 GOLDMAN SACHS BROKERAGE (SEE ATTACHED) 2023-12 Purchased 2024-12 359815 112382 247433 GOLDMAN SACHS HEDG INTL BUFF BETA (SEE ATTACHED) 2023-12 Purchased 2024-12 316256 253000 63256 GOLDMAN SACHS FOUNDATION JENNISON-LARGE CAP GROWTH (SEE ATTACHED) 2024-01 Purchased 2024-06 121636 118568 3068 GOLDMAN SACHS FOUNDATION JENNISON-LARGE CAP GROWTH (SEE ATTACHED) 2023-12 Purchased 2024-12 180266 110677 69589 GOLDMAN SACHS HAGGAR FOUNDATION BAHL & GAYNOR (SEE ATTACHED) 2024-01 Purchased 2024-06 16368 16436 -68 GOLDMAN SACHS HAGGAR FOUNDATION BAHL & GAYNOR (SEE ATTACHED) 2023-12 Purchased 2024-12 89706 71824 17882 GOLDMAN SACHS HAGGAR FOUNDATION HARDING LOEVNER (SEE ATTACHED) 2024-01 Purchased 2024-06 13650 13329 321 GOLDMAN SACHS HAGGAR FOUNDATION HARDING LOEVNER (SEE ATTACHED) 2023-12 Purchased 2024-12 73107 61862 11245 CORPORATE BONDS (STATEMENT #2 ATTACHED) 1090736 1074820 CORPORATE STOCK (STATEMENT #1 ATTACHED) 2060918 3473394 ADR FEES 959 959 PAYROLL PROCESSING FEES 615 615 CLASS ACTION-WELLS FARGO 9 9 EDDIE HAGGAR CAPITAL MANAGEMENT INC MANAGEMENT FEES 40923 40923 GOLDMAN SACHS ADVISORY FEES 43836 43836 FOREIGN TAXES 780 780 PAYROLL TAXES 2550 2550 INVESTMENT TAXES 2577