2013-11-14T14:27:04-06:00 2012-12-31 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990PF 2012-01-01 760537578 MARSHALL FOUNDATION MARS 7132535473 PO BOX 187 KATY TX 77492 JON A MARSHALL 7132535473 2013-11-13 1 J STEVEN AWALT P00087678 7136679147 2013-11-13 2012 2016-03-07 17:11:31Z X 2027222 X 11254 98873 98873 54913 165443 54913 165040 153786 0 0 0 7855 7855 0 2552 1352 0 15484 15484 0 25891 24691 0 57096 57096 82987 24691 57096 82053 129095 88499 18268 18268 59727 140183 140183 1163072 1192686 1283027 341671 347771 341671 341671 268637 243031 243031 0 1042 1042 1927706 1936881 2027222 62568 56723 71373 0 133941 56723 X 276871 276871 0 0 1516894 1603287 1793765 1880158 1927706 1936881 1793765 82053 4340 1880158 0 1880158 LAGUNA SECA -INSTALLMENT GAIN - 15 ACRES P 2003-04-30 2012-12-31 2897 2897 2897 RODRIGUEZ - INSTALLMENT GAIN - 12.592 ACRES P 2003-09-30 2012-12-31 1620 1620 1620 SOLIS - INSTALLMENT GAIN - 10.10 ACRES P 2003-08-31 2012-12-31 1329 1329 1329 MERRILL LYNCH CAPITAL GAIN DISTRIBUTIONS P 2012-12-31 2012-12-31 329 329 329 3,500 SHS NUVEEN PREFERRED INCOME P 2009-06-05 2012-07-23 33055 20561 12494 12494 2,395 SHS FIDUCIARY/CLAY MLP OPP P 2010-01-28 2012-07-23 54863 43460 11403 11403 2,000 SHS KAYNE ANDERSON MLP P 2010-01-28 2012-07-23 61966 46509 15457 15457 GINDORFF, LLC K-1 P 2009-01-01 2012-12-31 9384 9384 9384 54913 0 136541 1633725 0.083576 292207 1911810 0.152843 72195 1684682 0.042854 60717 723693 0.083899 22100 480018 0.046040 0.409212 0.081842 2020443 165357 1291 166648 57096 2582 0 2582 0 2582 956 800 1756 826 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JON A MARSHALL 7132535473 PO BOX 187 KATY TX 77492 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JON A MARSHALL PO BOX 187 KATY TX 77492 1.00 0 0 0 ROXANN L MARSHALL PO BOX 187 KATY TX 77492 1.00 0 0 0 JIMMIE G MARSHALL PO BOX 187 KATY TX 77492 1.00 0 0 0 WILENE MARSHALL PO BOX 187 KATY TX 77492 1.00 0 0 0 NONE 0 NONE 0 0 1256519 199368 595324 2051211 0 0 2051211 30768 2020443 101022 101022 2582 2582 98440 0 98440 0 98440 57096 0 57096 0 57096 98440 0 0 25098 205782 56763 287643 57096 0 0 0 57096 0 41344 41344 246299 0 0 0 0 0 0 0 246299 189536 56763 JON A MARSHALL X ASSOCIATION OF AMERICAN INDIAN PHYSICIANS 1225 SOVEREIGN ROW SUITE 103 OKLAHOMA CITY OK 73108 UNRELATED PUBLIC CHARITY SCHOLARSHIPS 30000 JONES ACADEMY HCR 74-BOX 102-5 HARTSHORNE OK 74547 UNRELATED PUBLIC CHARITY SCHOLARSHIPS 10000 THE BROOKWOOD COMMUNITY 1752 FM 1489 BROOKSHIRE TX 77423 UNRELATED PUBLIC CHARITY AGRICULTURE AND GENERAL 5096 WEST POINT US MILITARY ACADEMY 698 MILLS ROAD WEST POINT NY 10996 UNRELATED PUBLIC CHARITY SCHOLARSHIPS 12000 57096 0 14 98873 18 54913 0 153786 0 153786 0 0 0 0 0 0 0 0 0 0 X X 1 JON A AND ROXANN L MARSHALL PO BOX 187 KATY TX 77492 11254 X MERRILL LYNCH 1192686 1283027 DIVIDENDS RECEIVABLE 0 1042 1042 INVESTMENT EXPENSES 15484 15484 0 EXCISE TAX REFUND/CASH ADJUSTMENT 4340 OTHER LIABILITIES 71373 0 BROKERAGE FEES 7855 7855 0 FOREIGN TAXES 1352 1352 0 EXCISE TAXES 1200 0 0