2021-11-11T10:54:22-06:00 2020-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990PF 2020-01-01 464050182 SHERRY & GERALD MERFISH FAMILY FOUNDATION SHER 7135424397 709 E 8TH STREET HOUSTON TX 77007 GERALD MERFISH CO-TRUSTEE 7135424397 2021-11-11 1 GERALD MERFISH 999009999 SHANNON M ALLISON CPA P00851395 7136222310 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 3223389 X 294709 68061 54811 128470 1705683 128470 727 727 0 491967 184008 0 0 0 0 0 8337 4168 0 4169 2027 227 0 0 10364 4395 0 4169 470100 470100 480464 4395 0 474269 11503 179613 0 25053 8923 8923 43561 18962 18962 2194 2507 506611 528396 538134 1065882 973614 1708730 721448 499929 505254 107036 43793 49808 0 294709 393578 2471785 2370833 3223389 0 0 X 0 0 0 0 2471785 2370833 2471785 2370833 2471785 2370833 2471785 11503 0 2483288 112455 2370833 PUBLICLY TRADED SECURITIES P 686885 728056 -41171 -41171 PUBLICLY TRADED SECURITIES P 917262 775335 141927 141927 PUBLICLY TRADED SECURITIES P 101452 73813 27639 27639 0.53 SH VIATRIS INC P 2020-05-05 2020-11-17 9 9 0 0 CAPITAL GAINS DIVIDENDS P 75 75 75 128470 2497 0 2497 0 2497 2194 0 2810 0 5004 0 2507 2507 0 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 2849513 43283 245039 3137835 0 0 3137835 47068 3090767 154538 154538 2497 2497 152041 0 152041 0 152041 474269 0 474269 0 474269 152041 0 0 91445 72109 56738 220292 474269 0 0 0 152041 322228 0 0 542520 0 0 0 0 0 0 0 542520 91445 72109 56738 322228 GERALD MERFISH SHERALYN M MERFISH X CONGREGATION BETH ISRAEL 5600 N BRAESWOOD BLVD HOUSTON TX 77096 UNRELATED PC GENERAL FUNDS 5000 GREENE FAMILY CAMP 1192 SMITH LN BRUCEVILLE TX 76630 UNRELATED PC GENERAL FUNDS 15000 HOUSTON ISD FOUNDATION 4400 W 18TH ST HOUSTON TX 77092 UNRELATED PC GENERAL FUNDS 5000 JEWISH COMMUNITY CENTER 5601 S BRAESWOOD BLVD HOUSTON TX 77096 UNRELATED PC GENERAL FUNDS 400000 JEWISH FEDERATION-GREATER HOUSTON 5603 S BRAESWOOD BLVD HOUSTON TX 77096 UNRELATED PC GENERAL FUNDS 25000 UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 UNRELATED PC GENERAL FUNDS 10000 EBENEZER BAPTIST CHURCH 4357 HOLMAN HOUSTON TX 77004 UNRELATED PC GENERAL FUNDS 100 19TH NEWS 3267 BEE CAVES RD STE 107 353 AUSTIN TX 78746 UNRELATED PC GENERAL FUNDS 10000 470100 0 14 68061 18 128470 PETROBAS PROCEEDS 14 727 0 197258 0 197258 0 0 0 0 0 0 0 0 0 0 X X 1 GERALD & SHERALYN MERFISH 709 E 8TH STREET HOUSTON TX 77007 393578 X 1 THREE WHOLE-LIFE INSURANCE POLICIES AND ONE LIFE @ 85 LIFE INSURANCE POLICY 393578 2020-12-22 BURLINGTN NO SANTAF DUE 12/15/25 32194 32333 CAPITAL ONE FINL DUE 06/15/23 19800 21398 CITIGROUP INC 05/01/26 20241 22526 FORD MOTOR COMP DUE 01/15/22 25082 20562 THE GOLDMAN SACHS DUE 1/24/22 26857 26411 HARLEY DAVIDSON I DUE 04/28/25 30774 32648 INGERSOLL-RAND CO 9%21 DUE 08/15/21 32298 26229 JPMORGAN CHASE & CO DUE 07/15/25 21164 22563 MARRIOTT INTL INC 24300 25856 MOHAWK INDUSTRIE DUE 02/01/23 31000 31897 MONSANTO CO 5.5%25 DUE 8/15/25 29273 29116 MORGAN STANLEY DUE 10/23/24 31021 33399 NORFOLK SOUTHERN DUE 05/15/27 33795 33968 PRINCIPAL FINANCI DUE 09/15/22 25717 26218 U.S. BANCORP DUE 4/26/28 17797 17821 VERIZON COMMUNI DUE 09/21/28 22695 24016 WELLS FARGO & CO DUE 09/29/25 19717 22406 WHIRLPOOL CORP DUE 03/01/23 29144 29699 W.R. BERKLEY C DUE 03/15/22 27060 26188 AT&T INC 11572 10871 ABBOTT LABORATORIES 12718 17628 ABBVIE INC 11590 14037 ADOBE INC 10318 16504 ADVANCED MICRO DEVIC 11106 17975 ALIBABA GROUP HOLDING F 17147 18386 ALPHABET INC 20786 50805 AMAZON COM INC 20853 100965 APOLLO GLOBAL MGMT 9862 10727 APPLE INC 17190 129505 AUTOZONE INC 12988 13040 BANK OF AMERICA CORP 6081 14094 BECTON DICKINSON & CO 8241 8507 BERKSHIRE HATHAWAY 21093 25969 BLACKROCK INC 13002 15874 BROADCOM LTD 11789 32839 CALLAWAY GOLF 9692 13206 CENTERPOINT ENERGY 8411 8202 CERNER CORP 18185 19149 CHEVRON CORP 9544 9290 CHIPOTLE MEXICAN GRL 11652 18027 CITIGROUP INC 9826 12085 CONAGRA BRANDS INC 12729 14903 CONOCOPHILLIPS 8282 7958 COSTCO WHOLESALE CO 16498 20346 CROWDSTRIKE HLDGS INC 10196 37280 D R HORTON CO 9009 11716 DOCUSIGN INC 8761 25787 DOW INC 10059 9990 ECOLAB INC 8379 8222 ESTEE LAUDER CO INC 15486 31144 FACEBOOK INC 18219 29501 FEDEX CORP 13324 14279 GENERAL ELECTRIC CO 6804 6739 GOLDMAN SACHS GROUP 13113 16350 HOME DEPOT INC 20683 50468 HONEYWELL INTL INC 20589 37435 HUMANA INC 18863 27488 IDEXX LABS INC 7126 18495 INTERCONTINENTAL EXC 8390 8993 INTL FLAVORS & FRAGRA 6780 6530 INTUIT INC 10127 14814 INTUITIVE SURGICAL 7831 27815 JOHNSON & JOHNSON 23067 24237 KINDER MORGAN INC 8330 7833 KKR & CO INC 16148 18625 LAM RESEARCH CORP 6046 13224 LAS VEGAS SANDS CORP 9822 10132 LENNAR CORP 8218 10672 JPMORGAN CHASE & CO 17048 27193 MASTERCARD INC 11495 16062 MC CORMICK & CO INC 6610 6788 MEDTRONIC PLC 18311 19797 MICRON TECHNOLOGY 16541 27290 MICROSOFT CORP 11397 91415 MONDELEZ INTL 4768 5145 NRG ENERGY INC 8394 9388 NVIDIA CORP 16117 39687 PAYPAL HOLDINGS INCORPOR 13275 16628 PFIZER INC 13447 13509 PNC FINL SERVICES 8329 8791 PROCTOR & GAMBLE 19685 20175 PROTO LABS INC 6895 6596 QUEST DIAGNOSTIC INC 17209 21570 RAYTHEON COMPANY 17239 20595 RINGCENTRAL INC 8529 27286 ROCKWELL AUTOMATION 13123 13293 SCHLUMBERGER LTD F 8453 8055 SOUTHWEST AIRLINES 9905 11932 STARBUCKS CORP 11458 14656 TENCENT HOLDINGS F 10205 15313 THERMO FISHER SCNTFC 10405 27481 ULTA BEAUTY INC 6761 7179 UNION PACIFIC CORP 19710 26444 UNITEDHEALTH GRP INC 9484 24898 VERIZON COMMUNICATN 18193 18389 VIATRIS INC 729 843 VISA INC 2704 19248 WALT DISNEY CO 16479 20655 WASTE MANAGEMENT INC 8894 17218 ZOETIS INC 5297 16550 0 0 528396 538134 ISHARES GLOBAL CLEAN AT COST 19380 27647 AMERN TOWER CORP AT COST 15929 13468 CAMDEN PROPERTY TR AT COST 8484 8693 LIFE INSURANCE POLICIES 0 294709 393578 BOOK/TAX DIFFERENCE 112455 PETROBAS PROCEEDS 727 727 0 INVESTMENT MANAGEMENT FEES 8331 4165 0 4166 INVESTMENT FEES 6 3 0 3 FOREIGN TAX 227 227 0 0 EXCISE TAX 1800 0 0 0