2019-11-12T15:26:16-06:00 2018-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990PF 2018-01-01 453983093 THE LEWIS AND JOAN LOWENSTEIN FOUNDATION LEWI 7139638008 1770 ST JAMES PLACE NO 250 HOUSTON TX 77056 GERALD ZLOTNIK DIRECTOR 7139638008 2019-11-07 1 CHERISH VAN MULLEM JD LLM P01633210 5048355522 64.88.174.3 2019-11-07 10:47:51 CS P 603FAEAB0AE8186E9AFCE5CDF30797878D471F48 D2C1BFF2243149BADAEF9079DBB9D48B118260EC 2018 2020-04-17 16:48:07Z X 8904893 X X 213832 212727 466580 2398953 466580 680412 679307 57825 20250 30375 500 0 500 12004 0 12004 82558 82558 0 8480 2757 0 9157 0 9157 6204 0 6204 176728 105565 58240 716500 716500 893228 105565 774740 -212816 573742 205657 177299 177299 8792088 8607630 8727594 8997745 8784929 8904893 0 0 X 4034295 4034295 0 0 4963450 4750634 8997745 8784929 8997745 8784929 8997745 -212816 0 8784929 0 8784929 PUBLICALLY TRADED SECURITIES 2314070 1932373 381697 381697 CAPITAL GAINS DIVIDENDS P 84883 84883 84883 466580 0 928389 10184948 0.091153 887625 10134568 0.087584 767317 11078342 0.069263 0 903940 0.000000 762081 11617919 0.065595 0.313595 0.062719 10024961 628756 5737 634493 774740 X 5737 0 5737 0 5737 0 0 0 0 X 235 5972 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 GERALD ZLOTNIK 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 4.00 5625 0 0 HAROLD HIDALGO 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 10.00 22500 0 0 LEONARD WEINER 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 10.00 22500 0 0 ANNA MARIE HIDALGO 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 5.00 4300 0 0 BARBY WEINER 1770 ST JAMES PL STE 250 HOUSTON TX 77056 DIRECTOR 5.00 2900 0 0 NONE 0 NONE 0 0 9915085 262540 0 10177625 0 0 10177625 152664 10024961 501248 501248 5737 5737 495511 0 495511 0 495511 774740 0 774740 5737 769003 495511 0 0 188587 223692 385609 429042 1226930 774740 0 0 0 495511 279229 0 0 1506159 0 0 0 0 0 0 188587 1317572 223692 385609 429042 279229 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 10000 ANTI-DEFAMATION LEAGUE 4635 SOUTHWEST FREEWAY HOUSTON TX 77027 NONE PC CHARITABLE CONTRIBUTIONS 15000 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 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 DEPRESSION AND BIPOLAR SUPPORT ALLIANCE PO BOX 27607 HOUSTON TX 77227 NONE PC CHARITABLE CONTRIBUTIONS 3000 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 HEBREW FREE LOAN ASSOCIATION 4131 SOUTH BRAESWOOD BLVD HOUSTON TX 77025 NONE PC CHARITABLE CONTRIBUTIONS 5000 HOUSTON ACHIEVEMENT PLACE 245 WEST 17TH STREET HOUSTON TX 77008 NONE PC CHARITABLE CONTRIBUTIONS 7500 HOUSTON HILLEL 1700 BISSONNET ST HOUSTON TX 77005 NONE PC CHARITABLE CONTRIBUTIONS 10000 HOUSTON HISPANIC CHAMBER OF COMMERCE FOUNDATION 1801 MAIN ST SUITE 1075 HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTIONS 2500 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 7500 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 SANTA MARIA HOSTEL 2005 JACQUELYN DR HOUSTON TX 77055 NONE PC CHARITABLE CONTRIBUTIONS 10000 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 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 15000 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 THERAPY PET PALS OF TEXAS 3930 BEE CAVES ROAD SUITE C AUSTIN TX 78746 NONE PC CHARITABLE CONTRIBUTIONS 3000 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 CANCARE INC 9575 KATY FREEWAY HOUSTON TX 77024 NONE PC CHARITABLE CONTRIBUTIONS 5000 THE FOUNDATION FIGHTING BLINDNESS INC 7168 COLUMBIA GATEWAY DRIVE NO 100 COLUMBIA MD 21046 NONE PC CHARITABLE CONTRIBUTIONS 2000 ST AGNES ACADEMY FOUNDATION INC 9000 BELLAIRE BLVD HOUSTON TX 77036 NONE PC CHARITABLE CONTRIBUTIONS 10000 716500 0 14 213832 18 466580 0 680412 0 680412 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12004 0 12004 BERNSTEIN BROKERAGE ACCOUNTS AT COST 3019486 3171338 STIFEL BROKERAGE ACCOUNTS AT COST 3007076 2986632 SCHWAB BROKERAGE ACCOUNT AT COST 2581068 2569624 LEGAL FEES 500 0 500 CONTRACT LABOR 2851 0 2851 DUES 1900 0 1900 INSURANCE 1250 0 1250 MISC EXPENSE 203 0 203 INVESTMENT FEES 82558 82558 0 FOREIGN TAX WITHHOLDINGS 2757 2757 0 FEDERAL EXCISE TAX 5723 0 0