2021-09-13T13:38:18-05:00 2020-12-31 BKD LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2020-01-01 760668991 JLH Foundation % BKD LLP JLHF 2817524510 PO Box 5489 Katy TX 77491 Ellis Tudzin DIRECTOR 2817524510 2021-05-15 true Ellis Tudzin XXX-XX-XXXX John W Steffes P00186434 7134994600 2 2020 2022-09-23 18:48:47Z X 63381401 X 0 X 574546 555597 961324 961324 -1565491 36564525 0 16301 16284 -13320 1533205 0 37250 37250 0 0 221995 221995 16606 16606 26820 26810 302671 302661 0 0 2306484 2306484 2609155 302661 0 2306484 -2622475 1230544 1696971 1640954 1640954 2226487 1340774 1398269 32339679 34144211 42499905 20434287 16940435 17842273 56697424 54066374 63381401 0 0 X 56697424 54066374 56697424 54066374 56697424 54066374 56697424 -2622475 54074949 8575 54066374 WESTWOOD ST - SEE ATT D-1 P 11288050 12117860 -801492 -829810 WESTWOOD ST - SEE ATT D-2 P 619571 893113 -273542 -273542 WESTWOOD LT - SEE ATT D-3 P 7995951 7563041 434019 432910 WESTWOOD LT - SEE ATT D-4 P 1100000 1135361 -35361 -35361 RBC #15258 ST - SEE ATT D-5 P 2026794 2585589 -558795 -558795 RBC #15258 LT - SEE ATT D-6 P 2761796 2851830 -90034 -90034 SAGEPOINT ST - SEE ATT D-7 P 4683861 4781065 -93885 -97204 SAGEPOINT LT- SEE ATT D-8 P 1426751 1390636 36125 36115 SAGEPOINT - COST BASIS ADJUSTMENT P 2557 -2557 -2557 RBC #21799 ST - SEE ATT D-9 P 1870891 1874059 -3168 -3168 RBC #21799 LT - SEE ATT D-10 P 2789547 2967137 -177590 -177590 EPP PTP SALE - COST BASIS ADJUSTMENT P 362 362 362 ET LP PTP SALE - COST BASIS ADJUSTMENT P 520 520 520 EPP LP - RECLASS ORDINARY INCOME P 350 -350 -350 ET LP - RECLASS ORDINARY INCOME P 174 -174 -174 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 CAPITAL GAIN DIVIDENDS P 431 -1565491 17105 17105 17105 29699 0 29699 12594 12594 false false false false false false false true true TX true false false false false true N/A BKD LLP 7134994600 2700 POST OAK BLVD SUITE 1500 Houston TX 77056 false false false false false false false false false false false false false false false false false false false false false ELLIS TUDZIN PO Box 5489 Katy TX 77491 SEC/TREAS/DIRECTOR 1.0 0 0 0 PAULA HERN 1707 Francis AVENUE AUSTIN TX 78703 CHAIRMAN/DIRECTOR 1.0 0 0 0 TOM BARBOUR 1707 Francis AVENUE AUSTIN TX 78703 DIRECTOR 1.0 0 0 0 0 WESTWOOD WEALTH MANAGEMENT 10000 MEMORIAL DRIVE SUITE 650 HOUSTON TX 77024 INVESTMENT 117347 RBC WEALTH MANAGEMENT 818 TOWN AND COUNTRY BLVD SUITE 30 HOUSTON TX 77024 INVESTMENT 81745 0 NONE NONE 54607295 1852221 0 56459516 0 56459516 846893 55612623 2780631 2780631 17105 17105 2763526 2763526 2763526 2306484 0 0 0 0 2306484 0 2306484 2763526 0 2018 2017 2016 0 413001 546431 886648 2684232 2138852 6669164 2306484 0 2306484 0 457042 457042 6212122 0 0 0 0 6212122 502390 886648 2684232 2138852 PAULA HERN NA X CHILDREN'S ORGAN TRANSPLANT ASSOCIATION 2501 West COTA Dr Bloomington IN 47403 NONE PC CHARITABLE 204000 NORA'S GIFT FOUNDATION 8300 EL RIO ST HOUSTON TX 77054 NONE PC CHARITABLE 100000 UNIVERSITY OF TEXAS FOUNDATION 9011 Mountain Ridge Dr Ste 150 AUSTIN TX 78759 NONE PC CHARITABLE 128350 COMPASSIONATE TOUCH INC 1415 Southmore Blvd Houston TX 77004 NONE PC CHARITABLE 350000 MEMORIAL HERMANN FOUNDATION 929 GESSNER RD STE 2650 HOUSTON TX 77024 NONE PC CHARITABLE 466666 THE SETON FUND 1201 W 38TH ST AUSTIN TX 78705 NONE PC CHARITABLE 50000 TRIO CENTRAL TEXAS CHAPTER 4311 S 31ST ST STE 150 TEMPLE TX 76502 NONE PC CHARITABLE 907468 DELL CHILDREN'S FOUNDATION 4900 MUELLER BOULEVARD AUSTIN TX 78723 NONE PC CHARITABLE 100000 2306484 14 574546 14 961324 900099 524 18 -1565491 GUARANTEED PAYMENTS FROM PASS-THROUGH 01 15404 PARTNERSHIP INCOME (LOSS) -507 01 880 17 -13337 -13320 false false false false false false false false false false ACCOUNTING FEES 37250 37250 NONE SEE ATTACHMENT 8-1 740655 797290 SEE ATTACHMENT 8-2 7320049 7630666 SEE ATTACHMENT 8-3 7460303 7985450 SEE ATTACHMENT 8-4 1419428 1428867 SEE ATTACHMENT 7-1 13237091 17799724 SEE ATTACHMENT 7-2 2153977 2470061 SEE ATTACHMENT 7-3 14842674 17366056 SEE ATTACHMENT 7-4 2325703 3120190 SEE ATTACHMENT 7-5 1584766 1743874 1340774 1398269 BASIS ADJUSTMENT 8575 BANK SERVICE CHARGES 150 150 BOND AMORTIZATION 26660 26660 MISCELLANEOUS EXPENSE 10 GUARANTEED PAYMENTS FROM PASS-THROUGH 15404 15404 ORDINARY INCOME RECAPTURE - PTPS 524 PARTNERSHIP INCOME 373 880 WESTWOOD WEALTH MANAGEMENT 117347 117347 SAGEPOINT FINANCIAL 22903 22903 RBC WEALTH MANAGEMENT 81745 81745 FOREIGN TAXES 16606 16606