2025-05-12T10:36:13-05:00 2024-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990PF 2024-01-01 464050182 SHERRY & GERALD MERFISH FAMILY FOUNDATION SHER 7135424397 709 E 8TH STREET HOUSTON TX 77007 GERALD MERFISH CO-TRUSTEE 7135424397 2025-05-12 1 0 SHANNON M ALLISON CPA P00851395 7136222310 2024 2025-03-06 01:10:19Z X 7414041 X X 218436 209544 -18622 568232 0 196 196 200010 209740 0 0 0 13286 6643 6643 754 190 0 8551 0 0 22591 6833 6643 482350 482350 504941 6833 488993 -304931 202907 21480 5024 5024 2544348 344151 345566 2248 904113 854143 778143 1565543 3557124 5395544 402443 392602 352986 10772 0 0 313497 313497 536778 5764444 5466541 7414041 0 0 X 0 0 0 0 5764444 5466541 5764444 5466541 5764444 5466541 5764444 -304931 7028 5466541 0 5466541 PUBLICLY TRADED SECURITIES 2024-12-31 120708 128528 -7820 -7820 PUBLICLY TRADED SECURITIES 2024-12-31 447524 458369 -10845 -10845 CLASS ACTION SETTLEMENT P 43 43 -18622 2820 0 2820 0 2820 0 0 0 0 0 0 2820 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A GERALD MERFISH 7135424397 709 E 8TH STREET HOUSTON TX 77007 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GERALD MERFISH 709 E 8TH STREET HOUSTON TX 77007 CO-TRUSTEE 1.00 0 0 0 SHERALYN M MERFISH 709 E 8TH STREET HOUSTON TX 77007 CO-TRUSTEE 0.00 0 0 0 BRETT M MERFISH 709 E 8TH STREET HOUSTON TX 77007 CO-TRUSTEE 0.00 0 0 0 BETH M MERFISH 709 E 8TH STREET HOUSTON TX 77007 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 5181558 1458837 528743 7169138 0 0 7169138 107537 7061601 353080 353080 2820 2820 350260 0 350260 0 350260 488993 0 488993 350260 0 0 56738 322228 1929640 87092 179354 2575052 488993 0 0 0 350260 138733 0 0 2713785 0 0 0 0 0 0 56738 2657047 322228 1929640 87092 179354 138733 GERALD MERFISH SHERALYN M MERFISH X BOULDER JEWISH COMMUNITY CENTER 6007 OREG AVENUE BOULDER CO 80303 PC GENERAL FUNDS 60000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER ST NEW YORK NY 10038 PC GENERAL FUNDS 25000 CONGREGATION B'NAI VAIL 19 VAIL RD VAIL CO 81657 PC GENERAL FUNDS 650 CONGREGATION BETH ISRAEL 5600 N BRAESWOOD BLVD HOUSTON TX 77096 PC GENERAL FUNDS 3450 CONGREGATION EMANU EL 1500 SUNSET BLVD HOUSTON TX 77005 PC GENERAL FUNDS 5000 EMERY WIENER SCHOOL 9825 STELLA LINK RD HOUSTON TX 77025 PC GENERAL FUNDS 2000 EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON 5601 SOUTH BRAESWOOD BOULEVARD HOUSTON TX 77096 PC GENERAL FUNDS 70500 HOUSTON AREA WOMEN'S CENTER PO BOX 650998 DALLAS TX 75265 PC GENERAL FUNDS 76640 HOUSTON ISD FOUNDATION 4400 W 18TH ST HOUSTON TX 77092 PC GENERAL FUNDS 5500 JEWISH FEDERATION-GREATER HOUSTON 5603 S BRAESWOOD BLVD HOUSTON TX 77096 PC GENERAL FUNDS 27000 MUSEUM OF THE SOUTHERN JEWISH 701 POYDRAS ST STE 3600 NEW ORLEANS LA 70139 PC GENERAL FUNDS 1000 NEW LEADERS COUNCIL (NLC) 1050 CONNECTICUT AVE 66004 WASHINGTON DC 20035 PC GENERAL FUNDS 53780 PLANNED PARENTHOOD 4600 GULF FREEWAY SUITE 100 HOUSTON TX 77023 PC GENERAL FUNDS 15000 PROMISE VILLAGE ACADEMY LLC 709 E 8TH STREET HOUSTON TX 77007 PC GENERAL FUNDS 24600 ST JOHN'S SCHOOL 2401 CLAREMONT LN HOUSTON TX 77019 PC GENERAL FUNDS 5000 THE 19TH NEWS 3571 FAR WEST BLVD 3497 AUSTIN TX 78731 PC GENERAL FUNDS 15000 UNIVERSITY OF HOUSTON 4800 CALHOUN ROAD HOUSTON TX 77204 PC GENERAL FUNDS 5000 TARGET HUNGER 1260 SHOTWELL STREET HOUSTON TX 77020 PC GENERAL FUNDS 20000 TEMPLE SINAI 13875 BRIMHURST DRIVE HOUSTON TX 77077 PC GENERAL FUNDS 50 TEXAS CIVIL RIGHTS PROJECT 1405 MONTOPOLIS DRIVE AUSTIN TX 78741 PC GENERAL FUNDS 5000 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET SUITE 200 NEWTON MA 02458 PC GENERAL FUNDS 180 NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES 1875 CONNECTICUT AVENUE NW SUITE 650 WASHINGTON DC 20009 PC GENERAL FUNDS 25000 HOUSTON JEWISH COMMUNITY FOUNDATION 5603 S BRAESWOOD BLVD HOUSTON TX 77096 PC GENERAL FUNDS 25000 J-STREET EDUCATION FUND HOUSTON JEWISH COMMUNITY FOUNDATION WASHINGTON DC 20005 PC GENERAL FUNDS 5000 MANKIND PROJECT USA 5603 S BRAESWOOD BLVD CHICAGO IL 60612 PC GENERAL FUNDS 1000 BBYO 529 14TH STREET NW SUITE 705 WASHINGTON DC 20045 PC GENERAL FUNDS 2500 AFRICA'S PROMISE VILLAGE 15 MONARCH OAKS LN THE HILLS TX 78738 PC GENERAL FUNDS 500 EVELYN'S PARK CONSERVANCY 4400 BELLAIRE BLVD BELLAIRE TX 77401 PC GENERAL FUNDS 2000 CONGREGATION HAR HASHEM 3950 BASELINE ROAD BOULDER CO 80303 PC GENERAL FUNDS 1000 482350 0 14 218436 14 196 18 -18622 0 200010 0 200010 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB CORPORATE BONDS 392602 352986 CHARLES SCHWAB EQUITIES 1374262 3217213 CHARLES SCHWAB EXCHANGE TRADED FUNDS 2182862 2178331 0 0 854143 778143 LIFE INSURANCE POLICIES 313497 313497 536778 INSURANCE PREMIUMS 8551 0 0 ANNUITY 196 196 196 BOOK/TAX DIFFERENCE 7028 INVESTMENT FEES 13286 6643 6643 FOREIGN TAX 190 190 0 EXCISE TAX 564 0 0