2018-10-31T12:46:29-05:00 2017-12-31 752919818 MONTGOMERY COSCIA GREILICH LLP 2500 DALLAS PARKWAY SUITE 300 PLANO TX 75093 990PF 2017-01-01 201225862 HIRSCH FAMILY FOUNDATION HIRS 2142455000 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 ROBERT SUSSMAN TREASURER 2142455000 2018-10-31 1 STEVEN M ADAMS P00746628 9727480300 96.226.44.148 2018-10-31 12:45:41 CD P 9D77D5089F6CFDFA10E33FA204CA8B8BB51CC565 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 2017 2019-02-21 02:37:17Z X 37473382 X X 407895 407895 358698 358698 10860494 13918327 10860494 137985 137985 0 11765072 11765072 0 0 0 0 0 43436 43436 0 0 373203 373203 0 0 23000 23000 0 0 23368 23368 0 0 1290 1290 0 417422 417422 0 0 881719 881719 0 0 6164432 6164432 7046151 881719 0 6164432 4718921 10883353 0 4334560 12394292 12394292 30303103 20962073 25076509 3871 1290 3871 2581 2581 34641534 33358946 37473382 828 -459 828 -459 X 34640706 33359405 0 0 0 0 34640706 33359405 34641534 33358946 34640706 4718921 7879 39367506 6008101 33359405 BANK OF TEXAS P 2017-12-31 540155 -540155 -540155 BANK OF TEXAS PRINCIPAL PAYMENTS P 2017-12-31 181544 181544 181544 FIDELITY 2657 2017-12-31 544435 501520 42915 42915 FIDELITY 3586 2017-12-31 12853069 1895446 10957623 10957623 FIDELITY 4515 2017-12-31 19579 7389 12190 12190 FIDELITY 4515 2017-12-31 143614 81261 62353 62353 JP MORGAN 9009 P 2014-09-05 2017-06-12 175777 188834 -13057 -13057 CHAMBERS ENERGY P 2017-12-31 -45891 -45891 CHAMBERS ENERGY P 2017-12-31 773 773 MHC P 2017-12-31 -59600 -59600 MHC P 2017-12-31 260300 260300 HP CHEMICALS P 2017-12-31 -161 -161 HP FIBERS P 2017-12-31 1171 1171 HP INK P 2017-12-31 180 180 CAPITAL GAINS DIVIDENDS P 309 309 309 10860494 -405248 0 3668829 34770071 0.105517 3586903 31070123 0.115445 3461584 32657589 0.105996 3275783 32154716 0.101876 2548730 31440363 0.081066 0.509900 0.101980 38642731 3940786 108834 4049620 6164432 X 108834 0 108834 0 108834 0 50000 0 50000 X 0 58834 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A ROBERT SUSSMAN 2142455000 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 LAURENCE HIRSCH 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 DIRECTOR 2.00 0 0 0 SUSAN HIRSCH 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 DIRECTOR 2.00 0 0 0 DARIA LEE HIRSCH 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 DIRECTOR 5.00 0 0 0 BRADFORD HIRSCH 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 DIRECTOR 2.00 0 0 0 MARGARET HIRSCH 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 DIRECTOR 10.00 0 0 0 NONE 0 HIGHLANDER PARTNERS 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 INVESTMENT AND MANAGEMENT FEES 349070 0 N/A 0 0 30864192 8364426 2581 39231199 0 0 39231199 588468 38642731 1932137 1932137 108834 108834 1823303 0 1823303 0 1823303 6164432 0 6164432 108834 6055598 1823303 0 0 990661 1799389 1905349 2040191 1962667 8698257 6164432 0 0 0 1823303 4341129 0 0 13039386 0 0 0 0 0 0 990661 12048725 1799389 1905349 2040191 1962667 4341129 LAURENCE HIRSCH SUSAN HIRSCH X BIG THOUGHT 1409 S LAMAR ST STE 1015 DALLAS TX 75215 NONE PC EDUCATION 75000 BOYS & GIRLS CLUBS OF AMERICA 1275 PEACHTREE ST NE ATLANTA GA 30309 NONE PC SUPPORT THE UNDERPRIVILEGED 25000 CAPITAL AREA FOOD BANK 4900 PURTO RICO AVE NE WASHINGTON DC 20017 NONE PC FEED THE NEEDY 5000 CATTLE BARRON'S BALL 30 HIGHLAND PARK VLG STE 216 DALLAS TX 75205 NONE PC HOPE LODGE CONTRIBUTION 10000 CENTER FOR EUROPEAN POLICY ANALYSIS 1225 19TH STREET NW SUITE 450 WASHINGTON DC 20036 NONE PC FORUM FOR SCHOLARLY POLICY ANALYSIS 650000 COMMIT 3936 MAPLE AVENUE SUITE 290 DALLAS TX 75219 NONE PC EDUCATION 100000 COMMUNITIES IN SCHOOLS DALLAS REGION INC 1341 W MOCKINGBIRD LN STE 1000E DALLAS TX 75247 NONE PC COUNSELOR SUPPORT 63000 CRYSTAL CHARITY BALL 30 1/2 HIGHLAND PARK VILLAGE DALLAS TX 75205 NONE PC 2017 EVENT 25000 DALLAS CASA 2757 SWISS AVENUE DALLAS TX 75204 NONE PC ADVOCATE FOR INNER CITY CHILDREN 60000 DALLAS SUMMER MUSICALS 901 1ST AVE DALLAS TX 75210 NONE PC EDUCATION GRANT 25000 EAST DURHAM CHILDRENS INITIATIVE 107 N DRIVER ST 3RD FLOOR DURHAM NC 27703 NONE PC CRADLE TO COLLEGE SUPPORT 100000 FAMILY GATEWAY 3000 SAN JACINTO DALLAS TX 752045743 NONE PC HOUSING FOR HOMELESS 30000 FOOD BANK FOR NEW YORK CITY 39 BROADWAY 10TH FLOOR NEW YORK NY 10006 NONE PC TACKLING HUNGER 5000 GEORGIA O'KEEFE MUSEUM 217 JOHNSON STREET SANTA FE NM 87501 NONE PC ARTS 1620000 GREEN CITY FORCE 630 FLUSHING AVE 8TH FLOOR BROOKLYN NY 11206 NONE PC SUPPORT THE NEEDY 25000 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 212182696 NONE PC GLOBAL POLICY PROGRAM GIFTS 200000 LIFT 1610 S MALCOLM X BLVD SUITE 320 DALLAS TX 75226 NONE PC PROMOTE LITERACY 300000 NATIONAL CENTER FOR LEARNING DISABILITIES 381 PARK AVENUE SO SUITE 1401 NEW YORK NY 10016 NONE PC SUPPORT EDUCATIONAL SERVICES 100000 NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 NONE PC HUNGER RELIEF 155000 PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION 6100 COLWELL BLVD SUITE 225 IRVING TX 75039 NONE PC SUPPORT FOR HOSPICE AND PALLIATIVE CARE CENTER 100000 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 NONE PC SUPPORT WILLIAM P. CLEMENTS, JR. UNIVERSITY HOSPITAL 200000 ST MARKS SCHOOL OF TEXAS 10600 PRESTON RD DALLAS TX 752304047 NONE PC EDUCATIONAL 250000 SUMMER SEARCH 101 HOWARD SAN FRANCISCO CA 94105 NONE PC EDUCATION 75000 TEACH FOR AMERICA 600 N PEARL ST SUITE 2300 DALLAS TX 75201 NONE PC TEACHER RESOURCES 200000 TEMPLE EMANU-EL 8500 HILLCREST ROAD DALLAS TX 75225 NONE PC SUPPORT REFORM IN JEWISH COMMUNITY 200000 THE SANTA FE OPERA PO BOX 2408 SANTA FE NM 875042408 NONE PC UNDERWRITING OF DON GIOVANNI OPERA 10000 THE SENIOR SOURCE 3910 HARRY HINES BOULEVARD DALLAS TX 75219 NONE PC SPIRIT OF GENERATIONS 2017 25000 TROSA 1820 JAMES STREET DURHAM NC 27707 NONE PC HOMELESS/WORKFORCE SUPPORT 100000 VICKERY MEADOW LEARNING CENTER 6329 RIDGECREST DALLAS TX 75231 NONE PC EARLY CHILDHOOD EDUCATION 65000 VILLANOVA UNIVERSITY LAW SCHOOL 800 LANCASTER AVENUE VILLANOVA PA 19085 NONE PC LAW ANNUAL FUND 200000 ZERO TO FIVE FUNDERS COLLABORTIVE 3963 MAPLE AVE STE 390 DALLAS TX 75219 NONE PC BACHMAN LAKE CENTER 40000 KENNEDY CENTER 2700 F STREET NW WASHINGTON DC 205660001 NONE PC MARK TWAIN PRIZE FOR AMERICAN HUMOR 106432 DUKE UNIVERSITY 100 FUQUA DRIVE BOX 90120 DURHAM NC 277080120 NONE PC FUQUA SCHOLARSHIP FUND 30000 INTERNATIONAL RESCUE COMMITTEE DALLAS 6500 GREENVILLE AVE STE 500 DALLAS TX 75206 NONE PC IMMIGRATION PROGRAM 12500 INTERNATIONAL RESCUE COMMITTEE NEW YORK 122 E 42ND ST NEW YORK NY 10168 NONE PC IMMIGRATION PROGRAM 12500 SMITHSONIAN INSTITUTION 1000 JEFFERSON DR SW WASHINGTON DC 20560 NONE PC CONTRIBUTION FOR MUSEUM 100000 OPPORTUNITY NETWORK 85 BROAD ST FL 6 NEW YORK NY 10004 NONE PC CONTRIBUTION 25000 TOUCHDOWN CLUB OF DALLAS 3419 WESTMINSTER AVENUE 341-G DALLAS TX 75205 NONE PC THE RISE SCHOOL OF DALLAS 10000 THE PENN FUND 2929 WALNUT STREET SUITE 300 PHILADELPHIA PA 191045099 NONE PC EDUCATION 50000 NEW PROFIT 200 CLARENDON STREET 44TH FLOOR BOSTON MA 02116 NONE PC PAYMENT FROM THE HIRSCH FF TO NEW PROFIT 50000 THE DALLAS FOUNDATION 3963 MAPLE AVE STE 390 DALLAS TX 75219 NONE PC EARLY MATTERS - DONATION BY THE HIRSCH FF 100000 THE LAMPLIGHTER SCHOOL 11611 INWOOD RD DALLAS TX 75229 NONE PC CAPITAL CAMPAIGN FUNDING A NEW INNOVATION CENTER 20000 URBAN TEACHERS 1800 WASHINGTON BOULEVARD STE 411 BALTIMORE MD 21230 NONE PC EDUCATION 75000 THE DAVID NATHAN MEYERSON PRIVATE FOUNDATION 4441 BUENA VISTA ST DALLAS TX 752054118 NONE PC CONTRIBUTION 10000 TEACHING TRUST 1825 MARKET CENTER BLVD STE 260 DALLAS TX 75207 NONE PC EDUCATION IMPROVEMENT 50000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC RESEARCH 5000 UNITED WAY OF GREATER HOUSTON 50 WAUGH DR HOUSTON TX 77007 NONE PC HURRICANE HARVEY RELIEF FUND 100000 PLANNED PARENTHOOD 9100 N CENTRAL EXPY DALLAS TX 75231 NONE PC FUND RAISING 10000 NATIONAL COUNCEL OF JEWISH WOMEN 2055 L ST NW SUITE 650 WASHINGTON DC 20036 NONE PC FUND RAISING 5000 MOMENTOUS INSTITUTE 106 E 10TH ST DALLAS TX 75203 NONE PC EDUCATION 50000 AKOLA 2111 COMMERCE STREET DALLAS TX 75201 NONE PC AKOLA PROJECT 25000 VOGEL ALCOVE 1738 GANO ST DALLAS TX 75215 NONE PC EDUCATION FOR CHILDREN FACING HOMELESS 80000 DALLAS HOLOCAUST MUSEUM 211 N RECORD ST STE 100 DALLAS TX 75202 NONE PC 1ST INSTALLMENT OF 5 YEAR PLEDGE 200000 6164432 0 14 407895 14 358698 14 137985 18 10860494 0 11765072 0 11765072 0 0 0 0 0 0 0 0 0 0 SECURITIES 20962073 25076509 FMV ADJUSTMENT TO CHARITABLE CONTRIBUTION 6008101 OFFICE EXPENSE 4574 4574 0 0 MONTHLY BROKER FEE 102014 102014 0 0 PAYROLL FEES 909 909 0 0 TRAVEL EXPENSE 5295 5295 0 0 MEALS AND ENTERTAINMENT 187 187 0 0 BANK AND ADMIN FEE 241 241 0 0 OTHER EXPENSE 7450 7450 0 0 MHC MUTUAL CONVERSION FUND 34000 34000 0 0 CHAMBERS ENERGY CAP K-1 EXP - OTHER EXPENSES 198822 198822 0 0 HP TRIM - OTHER EXPENSES 17466 17466 0 0 HP INK - OTHER EXPENSES 13976 13976 0 0 HP CHEMICAL - OTHER EXPENSES 6013 6013 0 0 HP FIBERS - OTHER EXPENSES 3382 3382 0 0 HP BIAMP - OTHER EXPENSES 2974 2974 0 0 DEPLETION 916 916 0 0 CHAMBERS ENERGY CAP K-1 - DEPLETION 19203 19203 0 0 ORDINARY LOSS FROM CHAMBERS ENERGY -123832 -123832 0 OTHER INCOME ROYALTY (HEALTH ROYALTIES) 38872 38872 0 OTHER INCOME ROYALTY (PERMIAN) 6109 6109 0 OTHER INCOME ROYALTY (CHAMBERS) 1495 1495 0 OTHER INCOME (CHAMBERS) 2398 2398 0 ORDINARY INCOME FROM HP TRIM 87337 87337 0 OTHER INCOME 4015 4015 0 PORTFOLIO FEE 111616 111616 0 ORDINARY INCOME - HP INK -6709 -6709 0 ORDIARY INCOME - HP FIBERS 17084 17084 0 ORDINARY INCOME - HP CHEMICALS -17101 -17101 0 OTHER INCOME - MHC 10300 10300 0 ORDINARY INCOME - HP BIAMPS 6401 6401 0 GAAP TO TAX ADJUSTMENT 7879 HP PROFIT PARTICIPATION 828 0 PAYROLL TAXES PAYABLE 0 -459 MANAGEMENT FEE 349070 349070 0 0 CONSULTING FEE 24133 24133 0 0 FIT - 2016 16409 16409 0 0 FOREIGN TAXES 1409 1409 0 0 SEVERANCE TAX (ROYALTIES) 233 233 0 0 PAYROLL TAXES 3365 3365 0 0 FOREIGN TAXES - HP BIAMP 9 9 0 0 COMPOSITE TAX PAYMENT TO THE STATE OF AL - HP FIBERS 1891 1891 0 0 COMPOSITE TAX PAYMENT - HP CHEMICALS 42 42 0 0 COMPOSITE TAX PAYMENT - HP TRIM 10 10 0 0