2018-11-15T11:17:33-06:00 2017-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990PF 2017-01-01 453983093 THE LEWIS AND JOAN LOWENSTEIN FOUNDATION LEWI 7139638008 1770 ST JAMES PLACE NO 250 HOUSTON TX 77056 GERALD ZLOTNIK DIRECTOR 7139638008 2018-11-05 1 BRUCE S PRENDERGAST MS CPA P00151746 5048355522 64.88.174.3 2018-11-05 14:57:50 CS P FC7E0C120955B4072580B572473E7F1A18C992BC 2684F6CFF4A709905B87077F31801D6366206B35 2017 2019-02-21 02:37:17Z X 10327345 X X 172926 172594 429447 4890815 429447 602373 602041 67500 27000 40500 4000 0 4000 76326 76326 0 6925 3675 0 20809 0 20809 12065 35 12030 187625 107036 77339 856000 856000 1043625 107036 933339 -441252 495005 327336 205657 205657 9111661 8792088 10121688 9438997 8997745 10327345 0 0 X 4034295 4034295 0 0 5404702 4963450 9438997 8997745 9438997 8997745 9438997 -441252 0 8997745 0 8997745 PUBLICALLY TRADED SECURITIES 4871562 4461368 410194 410194 CAPITAL GAINS DIVIDENDS P 19253 19253 19253 429447 0 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3701 KIRBY DRIVE SUITE 400 HOUSTON TX 77098 NONE PC CHARITABLE CONTRIBUTION 5000 RETINA FOUNDATION OF THE SOUTHEAST 9600 N CENTRAL EXPRESSWAY NO 200 DALLAS TX 75231 NONE PC CHARITABLE CONTRIBUTION 2000 856000 0 14 172926 18 429447 0 602373 0 602373 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4000 0 4000 UBS BROKERAGE ACCOUNTS AT COST 0 26747 BERNSTEIN BROKERAGE ACCOUNTS AT COST 3083583 3698943 STIFEL BROKERAGE ACCOUNTS AT COST 2926977 3437126 SCHWAB BROKERAGE ACCOUNT AT COST 2781528 2958872 BANK CHARGES 70 35 35 CONTRACT LABOR 8739 0 8739 DUES 1900 0 1900 INSURANCE 1250 0 1250 MISC EXPENSE 106 0 106 INVESTMENT FEES 76326 76326 0 FOREIGN TAX WITHHOLDINGS 3675 3675 0 FEDERAL EXCISE TAX 3250 0 0