2017-05-12T13:24:36-05:00 2016-12-31 420714325 RSM US LLP 1330 POST OAK BLVD SUITE 2400 HOUSTON TX 77056 990PF 2016-01-01 760625289 PLANTOWSKY FAMILY FOUNDATION PLAN 7136649996 5105 VALERIE STREET BELLAIRE TX 77401 SCOTT R PLANTOWSKY PRESIDENT 7136649996 2017-05-11 1 DONNA S OVERHULTZ P01380363 7136253500 108.171.131.171 2017-05-11 00:55:55 CD P B1824852A2EDBB4B64C0B22E0DA599A35AF9FC87 28E05A7AB86B9FADB7562D97B29177AD2FC4EAC8 2016 2021-01-29 14:40:06Z X 669979 X X 96 96 25534 25534 -32536 55824 0 107 95 -6799 25725 0 0 0 2975 1488 1487 107 107 0 3082 1595 1487 51077 51077 54159 1595 52564 -60958 24130 16340 37319 37319 3995 7929 7929 1438 1677 1438 1438 424790 339158 623293 446802 385844 669979 0 0 X 0 0 0 0 446802 385844 446802 385844 446802 385844 446802 -60958 0 385844 0 385844 PUBLICLY TRADED SECURITIES P 54837 88386 -33549 -33549 CAPITAL GAINS DIVIDENDS P 987 987 987 -32562 0 82431 685596 0.120233 46319 809009 0.057254 66761 824336 0.080988 41072 751467 0.054656 16900 692617 0.024400 0.337531 0.067506 682355 46063 241 46304 52564 X 241 0 241 0 241 231 231 10 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 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 656020 36726 0 692746 0 0 692746 10391 682355 34118 34118 241 241 33877 0 33877 0 33877 52564 0 52564 241 52323 33877 0 0 5255 26176 6717 48569 86717 52564 0 0 0 33877 18687 0 0 105404 0 0 0 0 0 0 0 105404 5255 26176 6717 48569 18687 SCOTT R PLANTOWSKY JOY K PLANTOWSKY X ALZHEIMER'S ASSOCIATION 6055 S LOOP E HOUSTON TX 77087 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 100 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. 1184 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. 14000 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. 333 JEWISH FEDERATION OF GREATER HOUSTON 5603 S BRAESWOOD BLVD HOUSTON TX 77096 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1800 SEVEN ACRES JEWISH SENIOR CARE SERVICES 6200 NORTH BRAESWOOD BOULEVARD HOUSTON TX 77074 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2500 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. 25000 UT CHABAD 2101 NUECES ST AUSTIN TX 78705 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500 BEN-GURION UNIVERSITY 1001 AVENUE OF THE AMERICAS 19TH FLOOR NEW YORK NY 10018 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3000 ISRAEL LACROSSE ASSOCIATION 1501 BROADWAY 21ST FLOOR NEW YORK NY 10036 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1000 BELLAIRE NATURE CENTER 7112 NEWCASTLE ST BELLAIRE TX 77401 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 100 STACY MIDDLEMAN'S CANCER PROJECT 3535 MARKET STREET SUITE 750 PHILADELPHIA PA 19104 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 180 BNAI BRITH YOUTH ORGANIZATION 9000 SOUTH RICE HOUSTON TX 77096 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 180 UHURU FOR EDUCATION 5120 WOODWAY DRIVE SUITE 6000 HOUSTON TX 77056 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 100 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. 100 SERCH HOMELESS SERVICES 2015 CONGRESS AVE HOUSTON TX 77002 N/A PC CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1000 51077 0 14 96 14 25534 211110 12 15 95 211110 18 18 -32554 30 -6829 0 -6799 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2975 1488 1487 THE BLACKSTONE GROUP LP-SEC 1231 PURCHASED 0 18 THE BLACKSTONE GROUP LP-SEC 1231 PURCHASED 0 8 NATIONAL RETAIL PROPERTIES INC 50138 125970 REALTY INCOME CORP 39908 143987 KAYNE ANDERSON ENERGY TOTAL 98999 67931 VERIZON COMMUNICATIONS 82306 160140 WEINGARTEN REALTY INVESTORS 67807 125265 PACIFIC COAST OIL 0 0 THE BLACKSTONE GROUP LP 0 0 OTHER PORTFOLIO DEDUCTIONS 9 9 0 PACIFIC COAST TRUST - ADMIN 98 98 0 PACIFIC COAST OIL TRUST - ROYALTIES 43 43 43 THE BLACKSTONE GROUP LP - ROYALTIES 1 1 1 THE BLACKSTONE GROUP LP - ORDINARY & NET RENTAL 12 0 12 THE BLACKSTONE GROUP LP 51 51 51