2018-05-14T15:49:41-05:00 2017-12-31 420714325 RSM US LLP 1330 POST OAK BLVD SUITE 2400 HOUSTON TX 77056 990PF 2017-01-01 760625289 PLANTOWSKY FAMILY FOUNDATION PLAN 7136649996 5105 VALERIE STREET BELLAIRE TX 77401 SCOTT R PLANTOWSKY PRESIDENT 7136649996 2018-05-10 1 DONNA S OVERHULTZ P01380363 7136253500 2017 2022-09-23 18:48:47Z X 1823332 X 1255172 59 59 18914 18914 22236 154339 22236 1296381 41209 0 0 0 3234 1617 1617 10 0 0 3244 1617 1617 127686 127686 130930 1617 129303 1165451 39592 37319 1011438 1011438 7929 4656 4656 1 1438 1 1 339158 372891 807237 385844 1388986 1823332 0 0 X 0 0 0 0 385844 1388986 385844 1388986 385844 1388986 385844 1165451 0 1551295 162309 1388986 PUBLICLY TRADED SECURITIES P 147912 132103 15809 15809 CAPITAL GAINS DIVIDENDS P 6427 6427 6427 22236 0 52323 682355 0.076680 82431 685596 0.120233 46319 809009 0.057254 66761 824336 0.080988 41072 751467 0.054656 0.389811 0.077962 718007 55977 396 56373 129303 X 396 0 396 0 396 0 0 0 0 0 396 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A SCOTT R PLANTOWSKY 7136649996 5105 VALERIE STREET BELLAIRE TX 77401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT R PLANTOWSKY 5105 VALERIE STREET BELLAIRE TX 77401 PRESIDENT 1.00 0 0 0 JOY K PLANTOWSKY 5105 VALERIE STREET BELLAIRE TX 77401 SECRETARY 0.00 0 0 0 SAM L SUSSER PO BOX 9036 CORPUS CHRISTI TX 78769 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 662885 66056 0 728941 0 0 728941 10934 718007 35900 35900 396 396 35504 0 35504 0 35504 129303 0 129303 396 128907 35504 0 0 5255 26176 6717 48569 18687 105404 129303 0 0 0 35504 93799 0 0 199203 0 0 0 0 0 0 5255 193948 26176 6717 48569 18687 93799 SCOTT R PLANTOWSKY JOY K PLANTOWSKY X BETH YESHURUN DAY SCHOOL 4525 BEECHNUT STREET HOUSTON TX 77096 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 26430 FRIENDS OF THE IDF PO BOX 22245 HOUSTON TX 77227 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 7333 GREATER HOUSTON COMMUNITY FOUNDATION 1725 DUKE ST STE 675 ALEXANDRIA VA 22314 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 700 THE CENTER 3550 W DALLAS ST HOUSTON TX 77019 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500 THE EMERY WEINER SCHOOL 9825 STELLA LINK HOUSTON TX 77025 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 52000 HARRISON'S HEROES PO BOX 218711 HOUSTON TX 77218 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1000 FREE HEBREW LOAN ASSOCIATION OF HOUSTON 10101 FONDREN ROAD SUITE 449 HOUSTON TX 77096 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 25180 HOLOCAUST MUSEUM HOUSTON 9920 KIRBY DRIVE SUITE 100 HOUSTON TX 77056 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3333 JDRF 2425 FOUNTAIN VIEW DR 280 HOUSTON TX 77057 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 180 LEUKEMIA AND LYMPHOMA SOCIETY 5433 WESTHEIMER RD 300 HOUSTON TX 77056 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 100 MS SOCIETY 8111 N STADIUM DR 100 HOUSTON TX 77054 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250 PRADER-WILLIE FOUNDATION DEPT LA 23216 PASADENA CA 91185 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 180 THE UNIVERSITY OF TEXAS 2110 SPEEDWAY B6000 AUSTIN TX 78705 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10000 TRIUMPH OVER KIDS CANCER 723 COLEMAN AVE CORPUS CHRISTI TX 78401 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500 127686 0 14 59 14 18914 18 22236 0 41209 0 41209 0 0 0 0 0 0 0 0 0 0 X X 1 SCOTT PLANKOWSKY 5105 VALERIE STREET BELLAIRE TX 77401 255172 X 2 RSR FINANCE LLC 5105 VALERIE STREET BELLAIRE TX 77401 1000000 X 1 1,000 SHARES GENUINE PARTS COMPANY STOCK 83260 2017-08-25 1 2,015 SHARES TARGA RESOURCES CORP STOCK 88932 2017-08-25 1 2,000 SHARES NATIONAL RETAIL PROPERTIES STOCK 82980 2017-08-25 ACCOUNTING FEES 3234 1617 1617 NATIONAL RETAIL PROPERTIES INC 80599 209181 REALTY INCOME CORP 38536 142835 KAYNE ANDERSON ENERGY TOTAL 75614 83820 VERIZON COMMUNICATIONS 82306 158790 WEINGARTEN REALTY INVESTORS 67807 115045 TARGA RESOURCES INVESTMENTS 28029 97566 UNREALIZED GAIN STOCK CONTRIBUTION 162309 SCOTT PLANTOWSKY 5105 VALERIE STREET BELLAIRE TX 77401 RSR FINANCE LLC 5105 VALERIE STREET BELLAIRE TX 77401 EXCISE TAX 10 0 0