2024-12-16T11:42:12-06:00 2023-12-31 TX 4781-DR/4798-DR BDO USA 2929 Allen Parkway 20th Floor Houston TX 770197100 990PF 2023-01-01 810776857 Stephen and Carol Cassiani Family Foundation % STEPHEN M CASSIANI STEP 7132900965 1275 South Post Oak Lane Suite 301 Houston TX 77056 Steven Cassiani Director 7132900965 2024-12-14 true true Laura Sykes CPA P00188050 7139601706 2023 2024-10-15 13:58:12Z X 6225934 X 1273784 112537 112537 18431 1376562 18431 46915 46915 1451667 177883 0 15128 15128 0 0 4220 4220 0 0 33101 33101 2192 392 54641 52841 0 0 130000 130000 184641 52841 0 130000 1267026 125042 1232050 13375 13375 1605065 2092748 1155102 701905 769821 2022961 3356794 3349990 4410113 5677139 6225934 0 0 X 4410113 5677139 4410113 5677139 4410113 5677139 4410113 1267026 5677139 5677139 UBS 5849 315571 315594 -23 -23 UBS 5849 161600 161600 UBS 5850 308060 308031 29 29 UBS 5850 149000 149000 UBS 7250 107718 83517 24201 24201 UBS 7250 56296 61721 -5425 -5425 UBS 7252 112554 88400 24154 24154 UBS 7252 57548 63229 -5681 -5681 UBS 8114 40219 48072 -7853 -7853 UBS 8114 13538 15251 -1713 -1713 UBS 8115 40375 48340 -7965 -7965 UBS 8115 14083 15376 -1293 -1293 18431 1738 1738 1738 1022 0 3000 4022 19 2265 2265 false false false false false false false true true TX true false false false false true N/A STEPHEN M CASSIANI 7132900965 1275 SOUTH POST OAK LN Houston TX 77056 false false false false false false false false false false false false false false false false false false false false false STEPHEN M CASSIANI 1275 South Post Oak Ln Houston TX 77056 SECRETARY/TREASURER 0 0 0 0 CAROL A CASSIANI 1275 South Post Oak Ln Houston TX 77056 VICE PRESIDENT 0 0 0 0 LISA C MACARAEG 3521 COLGATE AVENUE DALLAS TX 75225 PRESIDENT 0 0 0 0 E BIEGEL MACARAEG 3521 COLGATE AVENUE DALLAS TX 75225 VICE PRESIDENT 0 0 0 0 JONATHAN M FORSTER C/O BAKER HOSTETLER 1050 CONNECTICUT AVE NW STE 1100 WASHINGTON DC 20036 VICE PRESIDENT 0 0 0 0 THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. IT ONLY DISBURSES CHARITABLE FUNDS TO OTHER TAX-EXEMPT ORGANIZATIONS THE FOUNDATION DOES NOT HAVE ANY PROGRAM-RELATED INVESTMENTS. 3830661 794225 0 4624886 0 4624886 69373 4555513 227776 227776 1738 1738 226038 226038 226038 130000 0 0 0 0 130000 226038 0 2021 2020 2019 0 26617 35201 1873 63691 130000 0 130000 0 63691 63691 0 0 0 32347 STEPHEN M CASSIANI CAROL A CASSIANI X AMERICAN RED CROSS GREATER HOUSTON 2700 SOUTHWEST FREEWAY HOUSTON TX 77098 NONE PC CHARITABLE 10000 UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 NONE PC CHARITABLE 60000 PARISH EPISCOPAL SCHOOL 4101 Sigma Rd Dallas TX 75244 NONE PC CHARITABLE 20000 SMU SIMMONS SCHOOL 3101 UNIVERSITY BOULEVARD DALLAS TX 75205 NONE PC CHARITABLE 25000 WOMEN'S AUXILLARY CHILDRENS 2777 N STEMMONS FWY DALLAS TX 75207 NONE PC CHARITABLE 15000 130000 14 112537 18 18431 OTHER INCOME 01 46915 177883 177883 false false false false false false false false false false X X 1 STEPHEN M CASSIANI 2009 CLAT 1050 Connecticut Ave NW Suite 110 Washington DC 20036 636892 X 2 CAROL ANN CASSIANI 2009 CLAT 1050 Connecticut Ave NW Suite 110 WASHINGTON DC 20036 636892 X ACCOUNTING FEES 4220 4220 UBS FIXED INCOME 701905 769821 UBS - EQUITIES 1605065 2092748 UBS ALTERNATIVE/STRUCTURE INV 3356794 3349990 LEGAL FEE 15128 15128 UBS - Other Inv Income 46915 46915 INVESTMENT ADVISORY FEE 33101 33101 UBS 7250 - FOREIGN TAX ON DIV 196 196 UBS 7252 - FOREIGN TAX ON DIV 196 196 UBS 4690 - EXCISE TAX 1800