2013-11-13T12:03:36-06:00 2012-12-31 880320217 LL Bradford & Company 12603 Southwest Freeway Suite 170 Stafford TX 77477 990PF 2012-01-01 760141071 The Medallion Foundation Inc MEDA 7136291381 1407 Fannin Street Houston TX 77002 Robert J Pilegge 7136291381 2013-11-13 1 John Thayer P00223490 2815528430 2012 2016-02-25 16:41:14Z X 21483950 X X 1369946 1369946 351609 351609 39651 39651 39651 -18280916 9499242 0 832413 832413 -15687297 2593619 38000 19000 19000 22198 22198 0 736004 736004 0 318146 318146 152 152 0 193147 193147 0 1307647 1288647 19000 727473 727473 2035120 1288647 746473 -17722417 1304972 172710 117624 117624 8839904 132129 8839904 6444804 62962628 37217170 14921522 95806 0 0 63363273 46174698 21483950 0 533842 0 533842 X 1774205 1774205 0 0 61589068 43866651 63363273 45640856 63363273 46174698 63363273 -17722417 0 45640856 0 45640856 Passthrough from Finkelstein P 46780 46780 46780 Passthrough from Finkelstein P 202190 202190 202190 Frost Bank Trustee P 176065 192951 -16886 -16886 Frost Bank Trustee P 66708 79173 -12465 -12465 Frost Bank Trustee P 13773 15462 -1689 -1689 Frost Bank Trustee P 491323 455176 36147 36147 Frost Bank Trustee P 7303 7303 7303 Sale of Finkelstein Partnership Int. P 8495100 27037396 -18542296 -18542296 -18280916 0 1421422 24490638 0.058039 82550 28995847 0.002847 959858 53306403 0.018006 2588776 46716997 0.055414 1739628 35789597 0.048607 0.182913 0.036583 14813560 541924 13050 554974 746473 X 13050 0 13050 0 13050 15603 15603 2553 2553 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A The Medallion Foundation 7136540144 1407 Fannin St Houston TX 77002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert J Pilegge 1407 Fannin St Houston TX 77002 4.00 12000 0 0 Jereld E McQueen 1407 Fannin St Houston TX 77002 3.00 12000 0 0 Mark L Entmann 4849 Dumfries Houston TX 77096 2.00 12000 0 0 Philip A Donisi 1407 Fannin St Houston TX 77002 3.00 2000 0 0 NONE 0 NONE 0 0 0 117624 14921523 15039147 7099897 0 15039147 225587 14813560 740678 740678 13050 13050 727628 0 727628 0 727628 746473 0 746473 13050 733423 727628 0 0 0 0 0 174367 197978 372345 746473 0 0 0 727628 18845 0 0 391190 0 0 0 0 0 0 0 391190 174367 197978 18845 The Medallion Foundation Inc 1407 Fannin St Houston TX 77002 7136540144 Prescribed information requests supplied to applicants None None Strake Jesuit Preparatory 8900 Bellaire Blvd Houston TX 77036 None OPC Employee Match Grant 500 Houston Christian 2700 West Sam Houston Pkwy N Houston TX 77043 None OPC Employee Match Grant 650 Seven Acres Jewish Center 6200 N Braeswood Blvd Houston TX 77074 None OPC Employee Match Grant 2000 Texas Center for Missing Children 3311 Richmond Ave Houston TX 77098 None OPC Missing Child Prevention & Educ Project 5000 American Diabetes Assoc 2785 E Desert Inn Rd Las Vegas NV 89121 None OPC Gala - 1 table for 10 & Camp Rainbow & Lotta Bright Hope 13000 Springspirit Baseball PO Box 550549 Houston TX 772550549 None OPC Capital Improvements 40000 Boys and Girls Harbor Inc 8100 Washington Ave Houston TX 77007 None OPC Remodel 1st Girls Cottage 50000 The Rose 12700 N Featherwood Dr 260 Houston TX 77034 None OPC Empower Her Spnosorship Program 5000 Memorial Herman 6411 Fannin St Houston TX 77030 None OPC Life Flight Helicopters 50000 Baylor College 6620 Main St Houston TX 77030 None OPC Biomedical Research 121718 The River Performing and 1475 W Gray St Houston TX 77019 None OPC Fine Arts Summer Camp 41000 Bearsource for CPS Kids PO Box 27701-501 Houston TX 77227 None OPC Back to School Program for 2012-13 10000 Breath of Life 21715 Kingsland Blvd Katy TX 77450 None OPC Patient Visits 188 Children 15000 Therapy Pet Pals 3930 Bee Caves Rd West Lake Hills TX 78746 None OPC Training 6 Hou Pet Pal Volunteer 5000 Houston Community Health 424 Hahlo St Houston TX 77020 None OPC Clinic Visits Uninsured Children 7500 The Sunshine Kids 2814 Virginia Houston TX 77098 None OPC Activities for Houston Area 10000 Wellsprings Village Inc PO Box 311017 Houston TX 77231 None OPC Supportive Services 5000 St Cecilia Catholic Comm 11720 Joan of Arc Dr Houston TX 77024 None OPC Employee Match Grant 2000 East Carolina University 1001 E 5th St Greenville NC 27858 None OPC Employee Match Grant 210 Baba Support Our Troops 1659 State Highway 46 West New Braunfels TX 78132 None OPC Operation Finally Home 25000 Houston Hospice 1905 Holcombe Blvd Houston TX 77030 None OPC Charity Care Program 5000 Northwest Assistance 15555 Kuykendahl Rd Houston TX 77090 None OPC Transform Food Pantry 5000 Houston International 1800 W loop south Suite 250 Houston TX 77027 None OPC Roof Replacement of Center in Laporte 10000 Joy in the Harvest Miss PO Box 496 Lansing IL 60438 None OPC Employee Match Grant 2520 El Centro De Corazon 5001 Navigation Blvd Houston TX 77011 None OPC Diabetic Self-Management Program 5000 Houstonts Ronald 1907 Holcombe Blvd Houston TX 77030 None OPC Program & Services 10000 St Dominic Village 2401 Holcombe Blvd Houston TX 77021 None OPC Upgrade to skelled Nursing Unit 50000 Beth Yeshurun Day School 4525 Beechnut St Houston TX 77096 None OPC Technology Infrastructure 45750 Aishel House 1955 University Blvd Houston TX 77030 None OPC Expansion & Improvements 50000 Chastang Ford 6200 N Loop E Houston TX 77026 None OPC 2008 F-350 for Sire Inc 23190 Habitat for Humanity 6161 South Loop E Houston TX 77087 None OPC Home Construction 25000 Medlife of Houston Inc 517 South Main St White River Junction VT 05001 None OPC 5th Annual Day Event 5000 Be the Match Foundation 3001 Broadway St NE Suite 100 Minneapolis MN 554131753 None OPC Hosuton Patients 5000 Covenant House 1111 Lovett Blvd Houston TX 77006 None OPC Crisis Shelter in Houston 10000 Casa De Esperanza 1407 Wichita St Houston TX 77054 None OPC 5 AED's & CPR Training 11620 Miracle Flights for Kids 2764 N Green Valley Pkwy 115 Green Valley NV 89014 None OPC Flights for Houston Families 5000 St Jude Childrens 262 Danny Thomas Pl Memphis TN 38105 None OPC Pediatric Cancer Genome Project 20000 The Mission of Yahweh 10247 Algiers Rd Houston TX 77041 None OPC Kitchen Renovations 10000 Pass-through from Finkelstein Partnership PO Box 1101 Houston TX 772511101 None OPC Misc 20815 727473 0 14 1369946 14 351609 16 39651 15 832413 18 -18280916 0 -15687297 0 -15687297 0 0 0 0 0 0 0 0 0 0 Finkelstein Partners Ltd FMV 29290513 9726500 Riverstone Plaza LLC FMV 2713897 1121000 Silverlake Center LLC FMV 1182060 184000 Shadow Creek Center LLC FMV 473678 333000 Frost Bank Management AT COST 3357022 3357022 Kilburn Media, LLC AT COST 200000 200000 Legal 22198 22198 0 Tax Deposits 95806 Liability Insurance 3325 3325 0 Investment Expenses 15970 15970 0 Investment Expenses 173438 173438 0 Portfolio Deductions 414 414 0 Passthrough from Finkelstein 1839179 1839179 1839179 Passthrough from Finkelstein -1006766 -1006766 -1006766 Finkelstein Payable - Cost Depletion 0 321166 Estate of Hubert Payable 0 212676 Minority Level Discounts (Lack of liquidity & Lack of Marketability) Foreign Taxes Paid 22100 22100 0 Taxes & Operating Expenses 713904 713904 0