2024-11-15T14:40:30-05:00 2023-12-31 742130498 CALLOWAY STINSON & CO PC 8554 KATY FREEWAY SUITE 110 HOUSTON TX 77024 990PF 2023-01-01 760574880 SAUNDERS FOUNDATION SAUN 7139149778 602 SAWYER STREET SUITE 720 HOUSTON TX 77007 FREDRIC M SAUNDERS DIRECTOR 7139149778 2024-02-13 true JEAN M CALLOWAY P01404412 7134684133 2024-11-15 2023 2024-10-15 13:58:12Z X 7176719 X X 9159 9159 185180 185180 287390 1642688 287390 165439 160542 647168 642271 3452 3452 1993 726 22146 22146 27591 26324 0 361800 361800 389391 26324 361800 257777 615947 65773 106045 106045 91337 107379 107379 7186895 6962134 6962134 3619 3619 1161 1161 1161 7345166 7176719 7176719 0 X 7345166 7176719 7345166 7176719 7345166 7176719 7345166 257777 -426224 7176719 7176719 SECURITIES SOLD THRU CHILTON P 370909 368807 2102 2102 SECURITIES SOLD THRU CHILTON P 700232 669638 30594 30594 SECURITIES SOLD THRU INTERACTIVE P 27499 27499 27499 SECURITIES SOLD THRU INTERACTIVE P 86989 44806 42183 42183 SECURITIES SOLD THRU INTERACTIVE P 430354 209821 220533 220533 MLP SALES ADJUSTMENT P 61660 -61660 -61660 LT CAPITAL GAINS FROM K-1S P 566 -566 -566 287390 29601 8562 8562 8562 6875 6875 X 296 1983 false false false false false true true false true true true false false false false true N/A STUART SAUNDERS 7139149778 602 SAWYER ST SUITE 720 HOUSTON TX 77007 false false false false false false false true 2019 true false false false false false false false false false false false false FREDRIC M SAUNDERS 515 HUNTERWOOD HOUSTON TX 77024 DIRECTOR 1.00 0 0 0 GAYLE D SAUNDERS 515 HUNTERWOOD HOUSTON TX 77024 DIRECTOR 000.00 0 0 0 MEREDITH S MASON 7701 ESCALA DR AUSTIN TX 78735 DIRECTOR 1.00 0 0 0 STUART D SAUNDERS 8 SADDLEBROOK LANE HOUSTON TX 77024 DIRECTOR 1.00 0 0 0 NONE NONE N/A 6574272 268757 0 6843029 6843029 102645 6740384 337019 337019 8562 8562 328457 328457 328457 361800 361800 328457 356442 2019 708 361800 356442 5358 708 708 323099 X CHRIST THE KING CHURCH 1201 SILBER RD HOUSTON TX 77055 NONE CHURCH RELIGIOUS 20000 CODY STEPHENS GO BIG OR GO HOME 12723 WOODFOREST BLVD HOUSTON TX 77015 NONE PUBLIC CHARI MEDICAL 5000 CURE ALZHEIMERS FUND 6550 BERTNER AVE 6TH FLOO HOUSTON TX 77030 NONE CHARITY MEDICAL 1000 FOCUS MINISTRY 815 N BROADWAY KNOXVILLE TN 37917 NONE CHARITY RELIGIOUS 2000 HERITAGE ED C/O 602 SAWYER ST HOUSTON TX 77063 SCHOOL EDUCATION 287500 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 492429989 NONE CHARITY EDUCATION 10000 HOSPICE AUSTIN 4107 SPICEWOOD SPRING STE 100 AUSTIN TX 78759 NONE CHARITY MEDICAL 8500 HOUSTON ALUMNAE PANHELLENIC FOUNDAT 207 AURORA ST HOUSTON TX 77008 CHARITY EDUCATION 2000 LIGHTHOUSE OF HOUSTON 3602 WEST DALLAS HOUSTON TX 77019 NONE PUBLIC CHARI HEALTH CARE 1000 NORTH SHORE ROTARY FOUNDATION 12611 WOODFOREST STE C HOUSTON TX 77015 CHARITY PHILANTHROPY 2800 PRAGER UNIVERSITY 15021 VENTURA BLVD STE 552 SHERMAN OAKS CA 91403 CHARITY EDUCATION 20000 PRISON ENTREPRENEURSHIP PROGRAM PO BOX 2767 HOUSTON TX 77252 NONE CHARITY EDUCATION 1000 SALVATION ARMY 1500 AUSTIN ST HOUSTON TX 77002 NONE CHARITY PHILANTHROPY 1000 361800 14 9159 14 185180 14 287390 ORDIN BUSINES INCOME FROM K 211110 4897 OTHER K-1 INCOME 160542 4897 481729 160542 647168 false false false false false false false false false false ACCOUNTING TAX PREP 3452 3452 UBS FINANCIAL SERVICES 52986 757632 757632 INTERACTIVE BROKERS 1803516 1803516 CHILTON CAPITAL MANAGEMENT 007564 4374784 4374784 HIGHTOWER TRUST 26202 26202 DELL COMPUTER 1432 1432 SOFTWARE 253 253 MACBOOKS COMPUTER 1934 1934 ARTWORK 1161 1161 1161 EXPENSES INVESTMENT FEES CHILTON 21485 21485 INVESTMENT FEES INTERACTIVE 293 293 INVESTMENT FEES UBS 175 175 MISCELLANEOUS FEES 193 193 ORDIN BUSINES INCOME FROM K-1 4897 OTHER K-1 INCOME 160542 160542 FMV TAX ADJ TO BOOK 502 UNREALIZED GAIN FMV ADJ -426726 FOREIGN TAXES PAID ON DIVIDEND I 726 726 TAX ON INV INCOME 1267