2024-05-13T10:58:44+00:00 2023-12-31 440160260 FORVIS LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990PF 2023-01-01 760599693 Anne and Don Fizer Foundation ANNE 7138407710 5718 WESTHEIMER STE 1750 HOUSTON TX 77057 JERRY SCROGGINS PRESIDENT 7138407710 2024-05-13 true JERRY SCROGGINS 999009999 true Amanda Maya P01067777 7134994600 2024-04-30 2023 2023-04-26 12:10:37Z X 6319615 X 0 X 54542 54542 106317 104543 52736 844209 52736 0 0 0 0 0 0 213595 211821 0 0 0 0 0 0 6300 3150 0 3150 43397 43397 0 0 8610 1535 0 0 0 0 0 4961 4961 0 0 63268 53043 0 3150 300000 300000 363268 53043 0 303150 -149673 158778 0 633344 277738 277738 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2399706 2817047 4118697 2300022 2088731 1923180 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5333072 5183516 6319615 0 0 0 0 0 0 X 5333072 5183516 5333072 5183516 5333072 5183516 5333072 -149673 117 5183516 0 5183516 CAPITAL GAIN DISTRIBUTIONS 6515 6515 0 6515 CHARLES SCHWAB LT - SEE ATTACHMENT D-1 P 2022-01-01 2023-12-28 224492 248437 -23945 0 -23945 WESTWOOD ST - SEE ATTACHMENT D-2 P 2023-01-01 2023-10-18 37766 47273 -9507 0 -9507 WESTWOOD LT - SEE ATTACHMENT D-3 P 2022-01-01 2023-12-31 575437 495764 79673 0 79673 52736 0 2207 2207 2207 5000 5000 2793 2793 0 false false false false false false false true true TX true false false false false true N/A JERRY SCROGGINS 7138407710 5718 WESTHEIMER SUITE 1750 HOUSTON TX 77057 false false false false false false false false false false false false false false false false false false false false false D DUDLEY OLDHAM 702 Pifer Green Circle HOUSTON TX 77024 VICE PRESIDENT 1.000 0 0 0 JERRY M SCROGGINS 5718 WESTHEIMER STE 1750 HOUSTON TX 77057 PRESIDENT 1.000 0 0 0 ROGER Q BECK 5718 WESTHEIMER STE 1750 HOUSTON TX 77057 SECRETARY & VICE PRESIDENT 1.000 0 0 0 RONALD S WEBSTER 5718 WESTHEIMER STE 1750 HOUSTON TX 77057 VICE PRESIDENT 1.000 0 0 0 BARTON R BENTLEY 5718 Westheimer ste 1750 HOUSTON TX 77057 TREASURER & VICE PRESIDENT 1.000 0 0 0 STEFNEE D ASHLOCK 5718 Westheimer ste 1750 HOUSTON TX 77057 VICE PRESIDENT 1.000 0 0 0 0 NONE NONE 0 5887315 218614 0 6105929 0 0 6105929 91589 6014340 300717 300717 2207 2207 298510 298510 298510 303150 0 0 0 0 303150 298510 298063 2021 2020 2019 0 0 0 0 0 0 0 303150 298063 0 0 5087 0 0 0 0 0 0 0 0 293423 0 0 0 0 0 0 0 0 DON E FIZER NONE X MEMORIAL PARK CONSERVANCY INC 7575 N PICNIC HOUSTON TX 77007 NONE PC CHARITABLE 35000 HOUSTON BAR FOUNDATION 1111 BAGBY FLB 200 HOUSTON TX 77002 NONE PC HBA FUN RUN 3000 HOUSTON'S RONALD MCDONALD HOUSE 1907 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC CHARITABLE 30000 WILLIAM MARSH RICE UNIVERSITY PO BOX 1892 HOUSTON TX 77251 NONE PC ENDOWED SCHOLARSHIP AND GOLF TEAM SUPPORT 38000 CHINQUAPIN PREPARATORY SCHOOL 2615 E WALLISVILLE ROAD HIGHLANDS TX 77562 NONE PC CHARITABLE 10000 TREES FOR HOUSTON PO BOX 270477 HOUSTON TX 77277 NONE PC CHARITABLE 27000 RETINA RESEARCH FOUNDATION 1977 BUTLER BLVD HOUSTON TX 77030 NONE PC CHARITABLE 15000 ADVOCATES FOR CAMP ABLE PO BOX 695 BUFFALO GAP TX 79508 NONE PC CHARITABLE 5000 DFW ASYLUM SEEKER HOUSING PO BOX 470783 FORT WORTH TX 76147 NONE PC CHARITABLE 7000 MIKEY'S PLACE PO BOX 19755 HOUSTON TX 77224 NONE PC CHARITABLE 5000 HOMEMADE HOPE FOR HOMELESS CHILDREN PO BOX 22564 HOUSTON TX 77227 NONE PC CHARITABLE 7000 THE BEACON 1117 TEXAS AVE HOUSTON TX 77002 NONE PC CHARITABLE 5500 MAGNIFICAT HOUSES PO BOX 8486 HOUSTON TX 77288 NONE PC CHARITABLE 7500 THE SHEERAN-CROWLEY TRUST PO BOX 12487 AUSTIN TX 78711 NONE PC CHARITABLE 60000 UT HEALTH 7000 FANNIN HOUSTON TX 77030 NONE PC TO SUPPORT DR. SOARES'S CHARITABLE WORK 37500 TEXAS CHILDREN'S HOSPITAL 1919 S BRAESWOOD BLVD SUITE 5214 HOUSTON TX 77030 NONE PC CHARITABLE 7500 300000 0 14 54542 14 106317 18 52735 0 213594 0 213594 1a NOT APPLICABLE false false false false false false false false false false ACCOUNTING 6300 3150 3150 WESTWOOD TRUST - SEE ATT 2-3 1767105 1613874 CHARLES SCHWAB - SEE ATT 2-4 321626 309306 WESTWOOD TRUST - SEE ATT 2-1 1893226 3006355 CHARLES SCHWAB - SEE ATT 2-2 923821 1112342 BOND AMORTIZATION 4376 4376 MISCELLANEOUS EXPENSES 585 585 COST BASIS ADJUSTMENT 117 INVESTMENT MANAGEMENT FEES 43397 43397 0 0 EXCISE TAXES 7075 FOREIGN TAXES 1535 1535