2026-04-03T12:03:13+00:00 2025-12-31 440160260 Forvis Mazars LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990PF 2025-01-01 760599693 Anne and Don Fizer Foundation ANNE 7138407710 5718 Westheimer Ste 1750 Houston TX 77057 Jerry Scroggins PRESIDENT 7138407710 2026-04-03 true Amanda Maya P01067777 7134994600 2026-05-15 2025 2025-03-06 01:10:19Z X 6766842 X 0 X 52005 52005 113960 112138 46330 4226873 46330 0 0 0 0 0 0 212295 210473 0 0 0 0 0 7250 3625 0 3625 48208 48208 0 0 7122 380 0 0 0 0 0 2308 2308 0 0 64888 54521 0 3625 312500 312500 377388 54521 0 316125 -165093 155952 0 100069 439296 439296 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3138560 2800577 4538214 1960482 1787722 1789332 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5199111 5027595 6766842 0 0 0 0 0 0 X 5199111 5027595 5199111 5027595 5199111 5027595 5199111 -165093 0 5034018 6423 5027595 CAPITAL GAIN DISTRIBUTIONS 13444 0 13444 0 13444 Short-Term Covered (Schwab) P 2025-01-01 2025-12-31 858378 872981 -14603 0 -14603 Long-Term Covered (Schwab) P 2024-01-01 2025-12-31 200524 199695 829 0 829 Short-Term Covered (WW) P 2025-01-01 2025-12-31 869117 908887 -39770 0 -39770 Long-Term Covered (WW) P 2024-01-01 2025-12-31 2285410 2198980 86430 0 86430 46330 2168 0 2168 2168 5000 0 5000 2832 2832 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 Dudley D OLDHAM 702 Pifer Green Circle HOUSTON TX 77024 VICE PRESIDENT 1.00 0 0 0 JERRY M SCROGGINS 5718 WESTHEIMER STE 1750 HOUSTON TX 77057 PRESIDENT 1.00 0 0 0 ROGER Q BECK 5718 WESTHEIMER STE 1750 HOUSTON TX 77057 SECRETARY & VICE PRESIDENT 1.00 0 0 0 RONALD S WEBSTER 5718 WESTHEIMER STE 1750 HOUSTON TX 77057 VICE PRESIDENT 1.00 0 0 0 BARTON R BENTLEY 5718 Westheimer ste 1750 HOUSTON TX 77057 TREASURER & VICE PRESIDENT 1.00 0 0 0 STEFNEE D ASHLOCK 5718 Westheimer ste 1750 HOUSTON TX 77057 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 6448586 270477 0 6719063 0 6719063 100786 6618277 330914 330914 2168 2168 328746 328746 328746 316125 0 0 316125 328746 307733 2023 2022 2021 0 0 0 0 0 0 0 316125 307733 0 0 8392 0 0 0 0 0 0 320354 0 0 0 0 0 0 0 0 DON E FIZER NONE X UT HEALTH PO BOX 20268 HOUSTON TX 77025 NONE PC Dr. JAIR SOARES' BEHAVIORAL SCIENCES CHAIR FUND 85000 TREES FOR HOUSTON 1911 W 34TH ST HOUSTON TX 77018 NONE PC CHARITABLE 15000 MAGNIFICAT HOUSE PO BOX 8486 HOUSTON TX 77288 NONE PC CHARITABLE 7875 RETINA RESEARCH FOUNDATION 3555 TIMMONS LN STE 800 HOUSTON TX 77027 NONE PC CHARITABLE 10000 RICE UNIVERSITY ATHLETICS 6100 MAIN ST MS548 HOUSTON TX 77005 NONE PC CHARITABLE 8000 SAILING ANGELS FOUNDATION 1714 FESTIVAL DR HOUSTON TX 77062 NONE PC CHARITABLE 5000 HOMEMADE HOPE FOR HOMELESS CHILDREN 531 ELECTRA HOUSTON TX 77024 NONE PC CHARITABLE 7000 CHINQUAPIN PREPARATORY SCHOOL 2615 E WALLISVILLE RD HIGHLANDS TX 77562 NONE PC CHARITABLE 10000 THE BEACON 1117 TEXAS AVE HOUSTON TX 77002 NONE PC CHARITABLE 5875 HOUSTON BAR FOUNDATION PO BOX 4346 HOUSTON TX 77210 NONE PC HBA FUN RUN 3000 RONALD MCDONALD HOUSE OF HOUSTON INC 1907 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC CHARITABLE 15000 MD ANDERSON PHILANTHROPY PO BOX 4486 HOUSTON TX 77210 NONE PC CHARITABLE 80000 THE UT LAW SCHOOL FOUNDATION 727 E DEAN KEATON AUSTIN TX 78705 NONE PC CHARITABLE 17000 4TH WALL THEATRE COMPANY 1824 SPRING ST STUDIO 101 HOUSTON TX 77007 NONE PC CHARITABLE 5000 TEXAS LAWYERS' ASSISTANCE PROGRAM PO BOX 12487 AUSTIN TX 78711 NONE PC CHARITABLE 1750 DASH NETWORK PO BOX 470783 FORT WORTH TX 76147 NONE PC CHARITABLE 12000 COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY 301 JUNCTION HWY STE 345 KERRVILLE TX 78028 NONE PC CHARITABLE 25000 312500 0 14 52005 14 113960 18 46330 0 212295 0 212295 Form NOT APPLICABLE false false false false false false false false false false ACCOUNTING FEES 7250 3625 0 3625 FIXED INCOME 1432543 1451999 MUTUAL FUND BONDS 355179 337333 EQUITIES 1862284 3395120 MUTUAL FUND STOCK 466783 536374 EXCHANGED TRADED FUNDS 471510 606720 COST BASIS ADJUSTMENT 6423 BOND PREMIUM EXPENSE 2308 2308 0 0 INVESTMENT FEES 48208 48208 0 0 FOREIGN TAX 380 380 0 0 EXCISE TAX 6742 0 0 0