2014-05-14T17:33:02-05:00 2013-12-31 MCGLADREY LLP 1400 POST OAK BLVD STE 900 HOUSTON TX 770563009 990PF 2013-01-01 752797176 MARLENE NATHAN MEYERSON FAMILY FOUNDATION % MARVIN D NATHAN MARL 7138924833 2800 POST OAK BOULEVARD 61ST FLOOR Suite HOUSTON TX 770566102 MARVIN D NATHAN SECRETARY 7138924833 2014-05-14 true JAN I PHIPPS 7136253500 2013 2015-12-30 17:16:21Z X 3984512 X 0 81163 81163 338573 3159301 338573 419736 419736 0 7876 3938 0 3938 9248 4624 0 4624 9064 9064 1596 1596 38624 37130 1494 66408 47288 0 19120 296400 296400 362808 47288 0 315520 56928 372448 310689 392243 392243 1780731 1768766 2338951 1274118 1261457 1253318 3365538 3422466 3984512 0 X 3365538 3422466 3365538 3422466 3365538 3422466 3365538 56928 3422466 3422466 SEE STATEMENT D1 ATTACHED P 373835 390835 -17000 -17000 SEE STATEMENT D1 ATTACHED P 396271 296775 99496 99496 SEE STATEMENT D2 ATTACHED P 59309 46710 12599 12599 SEE STATEMENT D2 ATTACHED P 498580 284390 214190 214190 SEE STATEMENT D3 ATTACHED P 167501 156448 11053 11053 SEE STATEMENT D3 ATTACHED P 56426 43428 12998 12998 SEE STATEMENT D3 ATTACHED P 412 412 412 SEE STATEMENT D4 ATTACHED P 703171 722760 -19589 -19589 SEE STATEMENT D4 ATTACHED P 903711 878149 25562 25562 COST BASIS ADJUSTMENT TO UBS GAIN/LOSS P 0 1233 -1233 -1233 CASH IN LIEU P 85 85 85 338573 false 798445 4066139 0.196364 807442 4672590 0.172804 499134 4728090 0.105568 797827 4375296 0.182348 603655 5943560 0.101565 0.758649 0.15173 3802527 576957 3724 580681 315520 7449 7449 7449 1781 1781 5668 false false false false false false false true true TX true false false false false true N/A MARVIN D NATHAN 7138924833 2800 POST OAK BLVD 61ST FL HOUSTON TX 770566102 false false false false false false false false false false false false false false false false false false false false false MARLENE NATHAN MEYERSON C/O MARVIN NATHAN HOUSTON TX 770566102 PRESIDENT 2.0 0 0 0 MARTI MEYERSON HOOPER C/O MARVIN NATHAN HOUSTON TX 770566102 VICE PRESIDENT 1.0 0 0 0 MARVIN D NATHAN 2800 POST OAK BLVD 61ST FLOOR HOUSTON TX 770566102 SECRETARY 1.0 0 0 0 BRENDA F BRAND C/O MARVIN NATHAN HOUSTON TX 770566102 DIRECTOR 1.0 0 0 0 BARRY H MARGOLIS C/O MARVIN NATHAN HOUSTON TX 770566102 DIRECTOR 1.0 0 0 0 ELIZABETH GLASSMAN C/O MARVIN NATHAN HOUSTON TX 770566102 DIRECTOR 1.0 0 0 0 NOT APPLICABLE NONE 3500952 359481 0 3860433 0 3860433 57906 3802527 190126 190126 7449 7449 182677 182677 182677 315520 0 0 0 0 315520 315520 182677 0 2011 2010 2009 0 307744 580088 264965 578622 596392 2327811 315520 0 182677 132843 2460654 0 0 0 0 307744 2152910 580088 264965 578622 596392 132843 MARLENE N MEYERSON NA X ANTI-DEFAMATION LEAGUE 823 UNITED NATIONS PLAZA NEW YORK NY 10017 PC $40,800 IN SUPPORT OF THE HOUSTON IN CONCERT AGAINST HATE PROGRAM $100,000 PROGRAM SUPPORT ----------- $140,800 140800 THINK NEW MEXICO 1227 PASEO DE PERALTA SANTE FE NM 87501 PC PROGRAM SUPPORT 5000 PHENOMENON ARTS INC 75 KENDALL ROAD LEXINGTON MA 02421 PC DAVID'S WAY MAINTENANCE AND REPAIRS 600 HARRY RANSOM HUMANITIES RESEARCH CENTER THE UNIVERSITY OF TEXAS AT AUSTIN PO DRAWER 7219 AUSTIN TX 78713 PC $50,000 TO SUPPORT ACQUISITION OF ED RUSCHA'S ART ARCHIVE $25,000 FOR MATCHING FUNDS BY WALTER WILKIE OF AUSTIN FOR PROGRAM SUPPORT $25,000 TO SUPPORT THE THOMAS F. STALEY ENDOWMENT FOR EXCELLENCE ------------- $100,000 100000 COOPER-HEWITT NATIONAL DESIGN MUSEUM 2 EAST 91ST STREET NEW YORK NY 10128 PC FOR THE PURCHASE OF ACQUISITIONS FOR THE MUSEUM 5000 NATIONAL GALLERY OF ART 2000 B SOUTH CLUB DRIVE LANDOVER MD 20785 PC THE GRANT IS RESTRICTED TO THE ACQUISITION OF JAMES NARES' VIDEO, "STREET" 25000 ROSENBERG LIBRARY 2310 SEALY GALVESTON TX 77550 PC GENERAL SUPPORT IN MEMORY OF TILLYE AND DAVID HENRY NATHAN 5000 BAG 'N HAND PANTRY 1200 OLD PECOS TRAIL SANTA FE NM 87505 PC GENERAL OPERATING FUND 5000 THE FOOD DEPOT 1222-A SILER ROAD SANTA FE NM 87507 PC THE DIAPER DEPOT INITIATIVE 5000 THE JEWISH COMMUNAL FUND 25 BROADWAY SUITE 1700 NEW YORK NY 10075 PC THE SHEFA SCHOOL 5000 296400 14 81163 18 338573 419736 419736 false false false false false false false false false false ACCOUNTING FEES 9248 4624 4624 NONE UBS SECURITIES -FIXED INCOME SEE STMT 8-1 ATTACHED 1261457 1253318 UBS SECURITIES - EQUITY SEE STMT 7-1 ATTACHED 843321 1109120 SEE STMT 7-2 ATTACHED 393895 592390 SEE STMT 7-3 ATTACHED 531550 637441 LEGAL FEES 7876 3938 3938 BANK CHARGES/WIRE FEES 66 66 INVESTMENT MANAGEMENT FEES 35350 35350 D & O INSURANCE EXPENSE 1480 740 740 FOREIGN FEES 352 352 BOARD MEETING EXPENSES 1376 688 688 CONSULTING FEES 9064 9064 FOREIGN TAX-UBS 1596 1596