2020-11-16T11:32:14-06:00 2019-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990PF 2019-01-01 453983093 THE LEWIS AND JOAN LOWENSTEIN FOUNDATION LEWI 7139638008 1770 ST JAMES PLACE NO 250 HOUSTON TX 77056 HAROLD HIDALGO SR DIRECTOR 7139638008 2020-11-13 1 CHERISH VAN MULLEM JD LLM P01633210 5048355522 64.88.174.3 2020-11-13 15:59:41 CS P A83764908718E5927511F59F80F3DE761DB7DEB3 1DAAC872D8C435C50D809575F6520ADFDB5BA6E4 2019 2021-04-22 16:20:28Z X 10002643 X 433131 201492 199987 291354 2260839 291354 925977 491341 52200 18000 34200 2125 0 2125 5673 0 5673 77102 77102 0 14300 2175 0 23994 0 23994 14021 0 14021 189415 97277 80013 723500 723500 912915 97277 803513 13062 394064 177299 443200 443200 8607630 8354791 9559443 8784929 8797991 10002643 0 0 X 4034295 4034295 0 0 4750634 4763696 8784929 8797991 8784929 8797991 8784929 13062 0 8797991 0 8797991 PUBLICALLY TRADED SECURITIES 2224641 1969485 255156 255156 CAPITAL GAINS DIVIDENDS P 36198 36198 36198 291354 0 769003 10024961 0.076709 928389 10184948 0.091153 887625 10134568 0.087584 767317 11078342 0.069263 0 903940 0.000000 0.324709 0.064942 9748557 633091 3941 637032 803513 X 3941 0 3941 0 3941 0 6256 0 6256 X 150 2165 2165 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A LAPORTE APAC 7139638008 1770 ST JAMES PL SUITE 250 HOUSTON TX 77056 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD HIDALGO 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 5.00 22500 0 0 LEONARD WEINER 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 5.00 22500 0 0 ANNA MARIE HIDALGO 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 4.00 4300 0 0 BARBY WEINER 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 4.00 2900 0 0 NONE 0 NONE 0 0 9401441 495571 0 9897012 0 0 9897012 148455 9748557 487428 487428 3941 3941 483487 0 483487 0 483487 803513 0 803513 3941 799572 483487 0 0 223692 385609 429042 279229 1317572 803513 0 0 0 483487 320026 0 0 1637598 0 0 0 0 0 0 0 1637598 223692 385609 429042 279229 320026 X ALLEY THEATRE 615 TEXAS AVENUE HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 10000 ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES 710 NORTH POST OAK SUITE 210 HOUSTON TX 77024 NONE PC CHARITABLE CONTRIBUTIONS 10000 AMERICAN ASSOCIATES BEN GURION UNIVERSITY 24 GREENWAY PLAZA SUITE 550 HOUSTON TX 77046 NONE PC CHARITABLE CONTRIBUTIONS 25000 AMERICAN TECHNION SOCIETY 701 POST OAK RD HOUSTON TX 77024 NONE PC CHARITABLE CONTRIBUTIONS 25000 ANGELA HOUSE 425 SHANE STREET HOUSTON TX 77037 NONE PC CHARITABLE CONTRIBUTIONS 8000 BAKERRIPLEY COMMPUNITY DEVELOPERS 4401 NAVIGATION BOULEVARD HOUSTON TX 77011 NONE PC CHARITABLE CONTRIBUTIONS 20000 BRIARWOOD-BROOKWOOD INC 1752 FM 1489 BROOKSHIRE TX 77423 NONE PC CHARITABLE CONTRIBUTIONS 10000 CANCARE INC 9575 KATY FREEWAY HOUSTON TX 77024 NONE PC CHARITABLE CONTRIBUTIONS 7500 CASA DE ESPERANZA DE LOS NINOS INC PO BOX 66581 HOUSTON TX 77266 NONE PC CHARITABLE CONTRIBUTIONS 10000 CASA JUAN DIEGO 4818 ROSE STREET HOUSTON TX 77007 NONE PC CHARITABLE CONTRIBUTIONS 10000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON HOUSTON 2900 LOUISIANA HOUSTON TX 77006 NONE PC CHARITABLE CONTRIBUTIONS 25000 CHILD ADVOCATES INC 3701 KIRBY DRIVE SUITE 400 HOUSTON TX 77098 NONE PC CHARITABLE CONTRIBUTION 5000 CHRISTUS FOUNDATION FOR HEALTHCARE 2615 FANNIN AT MCGOWEN HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 20000 COMMUNITY FAMILY CENTERS 7524 AVENUE E HOUSTON TX 77012 NONE PC CHARITABLE CONTRIBUTIONS 5000 COVENANT HOUSE TEXAS 1111 LOVETT BOULEVARD HOUSTON TX 77006 NONE PC CHARITABLE CONTRIBUTIONS 10000 CRIMESTOPPERS OF HOUSTON INC PO BOX 541654 HOUSTON TX 77254 NONE PC CHARITABLE CONTRIBUTIONS 7500 CRISTO REY JESUIT COLLEGE 6700 MT CARMEL DR HOUSTON TX 77087 NONE PC CHARITABLE CONTRIBUTIONS 25000 EASTER SEALS 4500 BISSONNET ST BELLAIRE TX 77401 NONE PC CHARITABLE CONTRIBUTIONS 15000 ESCAPE FAMILY RESOURCE CENTER 1721 PECH ROAD 300 HOUSTON TX 77055 NONE PC CHARITABLE CONTRIBUTIONS 7500 EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER 5601 S BRAESWOOD HOUSTON TX 770963907 NONE PC CHARITABLE CONTRIBUTION 25000 HOLOCAUST MUSEUM HOUSTON 9220 KIRBY DR 100 HOUSTON TX 77054 NONE PC CHARITABLE CONTRIBUTIONS 25000 HOUSTON ACHIEVEMENT PLACE 245 WEST 17TH STREET HOUSTON TX 77008 NONE PC CHARITABLE CONTRIBUTIONS 10000 HOUSTON HILLEL 1700 BISSONNET ST HOUSTON TX 77005 NONE PC CHARITABLE CONTRIBUTIONS 10000 JEWISH FAMILY SERVICE 4131 S BRAESWOOD HOUSTON TX 77025 NONE PC CHARITABLE CONTRIBUTIONS 25000 MEXICAN INSTITUTE OF GREATER HOUSTON INC 4601 CAROLINE STREET HOUSTON TX 77004 NONE PC CHARITABLE CONTRIBUTIONS 10000 NEW HOPE HOUSING 2821 CANAL STREET HOUSTON TX 77003 NONE PC CHARITABLE CONTRIBUTIONS 10000 NORA'S GIFT FOUNDATION 8300 EL RIO ST HOUSTON TX 77054 NONE PC CHARITABLE CONTRIBUTIONS 10000 NORTHWEST ASSISTANCE MINISTRIES 15555 KUYKENDAHL ROAD HOUSTON TX 77090 NONE PC CHARITABLE CONTRIBUTIONS 10000 PATHWAYS FOR LITTLE FEET 8 GREENWAY PLAZA SUITE 1000 HOUSTON TX 77046 NONE PC CHARITABLE CONTRIBUTIONS 5000 PROUNITAS INC 4802 LOCKWOOD DR HOUSTON TX 77026 NONE PC CHARITABLE CONTRIBUTIONS 15000 SAN JOSE CLINIC 2615 FANNIN ST HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 15000 SEARCH HOMELESS SERVICES 2505 FANNIN ST HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 20000 SEVEN ACRES JEWISH SENIOR CARE SERVICES 6200 NORTH BRAESWOOD BOULEVARD HOUSTON TX 77074 NONE PC CHARITABLE CONTRIBUTIONS 25000 SMILE TRAIN 41 MADISON AVE 28TH FLOOR NEW YORK NY 10010 NONE PC CHARITABLE CONTRIBUTIONS 1000 SOCIETY OF ST VINCENT DE PAUL 180 34TH STREET NORTH ST PETERSBURG FL 33713 NONE PC CHARITABLE CONTRIBUTIONS 15000 SPECIAL OLYMPICS TEXAS 7715 CHEVY CHASE DR 120 AUSTIN TX 78752 NONE PC CHARITABLE CONTRIBUTIONS 7500 ST THOMAS HIGH SCHOOL FOUNDATION 4500 MEMORIAL DRIVE HOUSTON TX 77007 NONE PC CHARITABLE CONTRIBUTIONS 10000 ST DOMINIC VILLAGE 2401 HOLCOMBE BOULEVARD HOUSTON TX 77021 NONE PC CHARITABLE CONTRIBUTIONS 15000 ST PIUS X HIGH SCHOOL 811 WEST DONOVAN STREET HOUSTON TX 77091 NONE PC CHARITABLE CONTRIBUTIONS 25000 STAR OF HOPE 6897 ARMORE STREET HOUSTON TX 77054 NONE PC CHARITABLE CONTRIBUTIONS 5000 THE ARCHDIOCESE OF GALVESTON-HOUSTON 1700 SAN JACINTO STREET HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 20000 THE EMERYWEINER SCHOOL 9825 STELLA LINK RD HOUSTON TX 77025 NONE PC CHARITABLE CONTRIBUTIONS 25000 THE JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1307 NEW YORK AVE NW SUITE 200 WASHINGTON DC 20005 NONE PC CHARITABLE CONTRIBUTIONS 25000 THE KIPP FOUNDATION 10711 KIPP WAY HOUSTON TX 77099 NONE PC CHARITABLE CONTRIBUTIONS 25000 THE WOODS PROJECT 2700 SOUTHWEST FREEWAY SUITE A HOUSTON TX 77098 NONE PC CHARITABLE CONTRIBUTION 7500 UNDIES FOR EVERYONE 1700 BISSONNET ST HOUSTON TX 77005 NONE PC CHARITABLE CONTRIBUTIONS 7500 UNIVERSITY OF ST THOMAS 3800 MONTROSE BOULEVARD HOUSTON TX 77006 NONE PC CHARITABLE CONTRIBUTIONS 25000 VECINO HEALTH CENTERS 424 HAHLO STREET HOUSTON TX 77020 NONE PC CHARITABLE CONTRIBUTIONS 10000 WORKFAITH CONNECTION 10120 NORTHWEST FREEWAY SUITE 200 HOUSTON TX 77092 NONE PC CHARITABLE CONTRIBUTIONS 10000 YES PREP PUBLIC SCHOOLS 6201 BONHOMME STE 168N HOUSTON TX 77036 NONE PC CHARITABLE CONTRIBUTIONS 10000 FORT BEND COUNTY WOMEN'S CENTER INC PO BOX 183 RICHMOND TX 774060183 NONE PC CHARITABLE CONTRIBUTIONS 5000 HOUSTON TSCPA FOUNDATION 777 POST OAK BLVD NO 500 HOUSTON TX 77056 NONE PC CHARITABLE CONTRIBUTIONS 2500 ALLIANCE FOR MULTICULTURAL COMMUNITY SERVICES 6440 HILLCREFT AVE SUITE 420 HOUSTON TX 77081 NONE PC CHARITABLE CONTRIBUTIONS 2000 723500 0 14 201492 18 291354 0 492846 0 492846 0 0 0 0 0 0 0 0 0 0 X X 1 THE JAMES LOWENSTEIN TRUST 2800 POST OAK BLVD 3200 HOUSTON TX 77056 433131 X ACCOUNTING FEES 5673 0 5673 BERNSTEIN BROKERAGE ACCOUNTS AT COST 2944148 3489568 STIFEL BROKERAGE ACCOUNTS AT COST 2961372 3327351 SCHWAB BROKERAGE ACCOUNT AT COST 2449271 2742524 LEGAL FEES 2125 0 2125 CONTRACT LABOR 11025 0 11025 DUES 750 0 750 INSURANCE 1250 0 1250 MISC EXPENSE 13 0 13 AUTO 363 0 363 OFFICE EXPENSE 312 0 312 PARKING 308 0 308 INVESTMENT FEES 77102 77102 0 FOREIGN TAX WITHHOLDINGS 2175 2175 0 FEDERAL EXCISE TAX 12125 0 0