2026-03-20T13:40:12-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-01-01 823598671 Jacob Marcel Richard Memorial Foundation JACO 2817939294 PO Box 340699 Lakeway TX 78734 Rene A Richard President 2026-03-20 1 Kurt Coburn P01638285 7134395739 2026-03-20 2025 2025-03-06 01:10:19Z X 3270097 X X 58 58 69037 69037 148244 325381 148244 217339 217339 18000 1800 16200 1377 138 1239 2200 1100 1100 23512 23512 0 5047 0 0 546 0 486 48 438 51168 26598 18977 213146 213146 264314 26598 232123 -46975 190741 181962 210914 210914 2477112 2401731 3058137 2730 1684 1592 1046 1046 2660666 2613691 3270097 0 0 X 0 0 0 0 2660666 2613691 2660666 2613691 2660666 2613691 2660666 -46975 0 2613691 0 2613691 Capital gain distributions P 123796 123796 123796 Publicly traded securities 201585 177137 24448 24448 148244 2651 0 2651 0 2651 3412 0 0 0 3412 0 761 761 0 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 2872033 278280 0 3150313 0 0 3150313 47255 3103058 155153 155153 2651 2651 152502 0 152502 0 152502 232123 0 232123 152502 0 0 75920 75920 232123 0 0 0 152502 79621 0 0 155541 0 0 0 0 0 0 0 155541 75920 79621 Rene Richard Stephanie Richard X Ben Meyer Foundation 132 Rue Collette Ste A Thibodaux LA 70301 N/A PC Support Acadia Music Festival 15000 Ben Meyer Foundation 132 Rue Collette Ste A Thibodaux LA 70301 N/A PC Christmas Toy Drive 357 Bridging Resources 8524 Hwy 6 N Ste 563 Houston TX 77095 N/A PC Neuromuscular disease medical support for families 15000 CASA of Lafourche Inc PO Box 1343 Thibodaux LA 70302 N/A PC Christmas gifts for CASA-supported families 9203 Crain Foundation 21393 N 83rd St Scottsdale AZ 85225 N/A PC Support to Scottsdale 4000 Diocese of Austin 6225 E Highway 290 Austin TX 78723 N/A PC General support - Bishops Service Appeal 2500 ED White Catholic High School 555 Cardinal Drive Thibodaux LA 70301 N/A PC Athletic dept support 2500 ED White Catholic High School 555 Cardinal Drive Thibodaux LA 70301 N/A PC School Brothers Way 25000 ED White Catholic High School 555 Cardinal Drive Thibodaux LA 70301 N/A PC Golf project support and golf equipment 5166 Emmaus Catholic Church 1718 Lohmans Crossing Rd Lakeway TX 78734 N/A PC Parish support 15000 Fellowship of Catholic University Students (FOCUS) 603 Park Point Drive Suite 200 Genesee CO 80401 N/A PC Campus ministry 10000 Fort Bend Panthers 7725 Camp Sienna Trail Missouri City TX 77459 N/A PC Youth lacrosse program 3000 Heidi Boudreux 107 Lansdown Dr Houma LA 70360 None I Support for women suffering from cancer 2500 Hi-5 601 Government Circle Thibodaux LA 70301 N/A PC Christmas gifts for underprivilidged children 10000 Holy Trinity Academy 478 N Main Project Rd Shriever LA 70395 N/A PC General fund support 5000 LSU Foundation 3796 Nicholson Drive Baton Rouge LA 70802 N/A PC College of Engineering scholarship 25000 National Ability Center 1000 Ability Way Park City UT 84060 N/A PC Disabled ski program 1000 Nicholls State University Foundation Art Works PO Box 2025 Thibodaux LA 70310 N/A PC Department of Art support 1000 Roundtop Library Association Inc PO Box 245 Roundtop TX 78954 N/A PC Annual operations 3000 St Laurence Catholic School 2630 Austin Parkway Sugar Land TX 77479 N/A PC New PA and Alarm system and security upgrade support 27500 St Laurence Catholic School 2630 Austin Parkway Sugar Land TX 77479 N/A PC School operations 5420 St Luke Catholic Church 2807 Oakdale Dr Temple TX 76502 N/A PC Youth group support 5000 St Thomas Aquinas PO Box 2051 Thibodaux LA 70310 N/A PC General mission support 500 Texas A&M Foundation 401 George Bush Drive College Station TX 77840 N/A PC University Academic support 500 Tiger Athletic Foundation PO Box 711 Baton Rouge LA 70821 N/A PC LSU Foundation of Champions scholarship 20000 213146 0 14 58 14 69037 18 148244 0 217339 0 217339 0 0 0 0 0 0 0 0 0 0 Tax compliance 2200 1100 1100 Office Equipment 2022-12-15 2730 1138 SL 5.000000000000 546 0 Bank of America Corp 3% Series 2 Pfd 19861 18460 Berkshire Hathaway Incorporated Class B 26509 30159 DigitalBridge Group 7.125% Series J Pfd 15783 22190 Franklin Utilities Fund Advisor Class 91822 130722 JPMorgan Chase & Co 16690 96666 MainStay MacKay HY Corp Bond Fund Class I 103461 100970 Pebblebrook Hotel Trust 6.375% Series E 22233 19080 Transamerica Multi-Managed Balanced Fund 2008565 2543719 Vornado Realty Trust 5.4% Series L Pfd 22435 17670 IShares TR Iboxx HI YD ETF 51667 56441 Renaissancere Holdings LTD. 5.750% Series F Pfd 22705 22060 Office Equipment 2730 1684 1046 1046 Payroll processing fees 322 32 290 Software subscription 164 16 148 Investment management fees 23512 23512 0 Excise tax 5047 0 0