2024-05-12T15:23:39-05:00 2023-12-31 741988615 JOHNSON & WURZER PC 820 GESSNER SUITE 800 HOUSTON TX 77024 990PF 2023-01-01 461637465 STEEN FAMILY FOUNDATION STEE 7137249629 3 OAKLAWN DR HOUSTON TX 770245210 LIAS J STEEN PRESIDENT 7137249629 2024-05-12 1 LIAS STEEN 999009999 0 DENISE M STONER P01235366 7136272440 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6119952 X 605000 479 479 127667 127667 24007 729109 24007 757153 152153 0 0 0 4123 4123 0 1467 1467 0 29678 29678 0 35268 35268 0 260200 260200 295468 35268 260200 461685 116885 510934 14184 14184 190774 1100366 1100366 2938337 3008035 3476694 1390377 1369522 1528708 5030422 5492107 6119952 0 0 X 5030422 5492107 0 0 0 0 5030422 5492107 5030422 5492107 5030422 461685 0 5492107 0 5492107 MORGAN STANLEY P 2021-12-01 2023-12-31 700939 705102 -4163 -4163 MORGAN STANLEY P 2021-12-01 2023-12-31 28170 28170 28170 24007 1625 0 1625 0 1625 2999 0 0 0 2999 0 1374 1374 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A STEEN FAMILY FOUNDATION 7137249629 3 OAKLAWN DRIVE HOUSTON TX 77024 1 CJ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LIAS J STEEN 820 GESSNER SUITE 800 HOUSTON TX 77024 PRESIDENT 1.00 0 0 0 SHANNON S MANN 820 GESSNER SUITE 800 HOUSTON TX 77024 VICE PRESIDENT 0.10 0 0 0 D JENNINGS STEEN 820 GESSNER SUITE 800 HOUSTON TX 77024 SECRETARY & TREASURER 0.10 0 0 0 NONE 0 NONE 0 0 3364037 236036 1880404 5480477 0 0 5480477 82207 5398270 269914 269914 1625 1625 268289 0 268289 0 268289 260200 0 260200 268289 260001 0 0 260200 260001 0 0 199 0 0 0 0 0 0 0 0 268090 0 0 0 X AMIGOS FOR CHRIST 268 W MAIN STREET BUFORD GA 30518 PUBLIC GENERAL SUPPORT 2500 ASCENSION SETON FOUNDATION 1206 WEST 38TH STREET AUSTIN TX 78705 PUBLIC SETON DEVELOPMENT BOARD GALA 2023 5000 BEAR PROVIDING HOPE AND HELP 3572 EAST T C JESTER HOUSTON TX 77018 PUBLIC GENERAL SUPPORT 5000 CHINQUAPIN PREPARATORY SCHOOL 2615 E WALLISVILLE RD HIGHLANDS TX 775623199 PUBLIC GENERAL SUPPORT 15000 CITY KIDS ADVENTURES PO BOX 830655 SAN ANTONIO TX 78283 PUBLIC GENERAL SUPPORT 5000 DELL CHILDREN'S FOUNDATION 4900 MUELLER BOULEVARD AUSTIN TX 78723 PUBLIC GENERAL SUPPORT 5000 FRIENDS OF THE TEXAS HISTORICAL COMMISSION PO BOX 13497 AUSTIN TX 78711 PUBLIC GENERAL SUPPORT 200 GEORGE & BARBARA BUSH FOUNDATION PO BOX 14141 COLLEGE STATION TX 778414141 PUBLIC GENERAL SUPPORT 10000 HELPING HAND HOME FOR CHILDREN INC 3804 AVENUE B AUSTIN TX 78751 PUBLIC GENERAL SUPPORT 2500 HOPE STONE INC 2726 BISSONNET SUITE 240-513 HOUSTON TX 77005 PUBLIC GENERAL SUPPORT 15000 HOSPICE OF SOUTH TEXAS INC 605 E LOCUST AVE VICTORIA TX 77901 PUBLIC GENERAL SUPPORT 6100 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DRIVE HOUSTON TX 770301799 PUBLIC GENERAL SUPPORT 1000 MD ANDERSON CHILDREN'S CANCER INSTITUTE 1515 HOLCOMBE BLVD HOUSTON TX 77030 GOV GENERAL SUPPORT 5000 POST OAK LITTLE LEAGUE 1415 S VOSS ROAD HOUSTON TX 77057 PUBLIC CARNIVAL GRAND SPONSOR 20000 PRELUDE MUSIC FOUNDATION 9802 MADELINE ALYSSA COURT HOUSTON TX 77025 PUBLIC GENERAL SUPPORT 5000 PURPLE SONGS CAN FLY 2455 DUNSTAN ROAD SUITE 175 HOUSTON TX 77005 PUBLIC GENERAL SUPPORT 5000 QUAPAW AREA COUNCIL BOY SCOUTS OF AMERICA 3220 CANTRELL ROAD LITTLE ROCK AR 72202 PUBLIC GENERAL SUPPORT 200 SMALL STEPS NURTURING CENTER 1709 DEPELCHIN STREET HOUSTON TX 77007 PUBLIC GENERAL SUPPORT 25000 SOUTH TEXAS CHILDREN'S HOME PO BOX 1210 BEEVILLE TX 781041210 PUBLIC GENERAL SUPPORT 2100 SUN VALLEY FILM FESTIVAL INC PO BOX 3471 SUN VALLEY ID 83353 PUBLIC GENERAL SUPPORT 25000 TEXAS PARKS & WILDLIFE FOUNDATION 2914 SWISS AVENUE DALLAS TX 75204 PUBLIC GENERAL SUPPORT 250 THE ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 505 GEORGE BUSH DRIVE COLLEGE STATION TX 778402918 PUBLIC M. BOOKMAN PETERS '59 MEMORIAL SCHOLARSHIP FUND 250 THE CHISHOLM TRAIL HERITAGE MUSEUM INC 302 NORTH ESPLANADE CUERO TX 77954 PUBLIC GENERAL SUPPORT 85100 YELLOWSTONE ACADEMY 3000 TRULLEY ST HOUSTON TX 770041743 PUBLIC GENERAL SUPPORT 15000 260200 0 14 479 14 127667 18 24007 0 152153 0 152153 0 0 0 0 0 0 0 0 0 0 X X 1 COLINA VENTOSA LTD 3 OAKLAWN DRIVE HOUSTON TX 770245210 565000 X 2 LIAS JEFF STEEN 3 OAKLAWN DRIVE HOUSTON TX 770245210 40000 X MORGAN STANLEY - MUTUAL FUNDS 269827 257669 MORGAN STANLEY - STOCKS 1359194 1851418 MORGAN STANLEY - ETFS 261987 264684 MORGAN STANLEY - MUTUAL FUNDS 1117027 1102923 MORGAN STANLEY - ALTERNATIVE INVESTMENTS AT COST 1369522 1528708 INVESTMENT EXPENSES - MORGAN STANLEY 29770 29770 0 BANK FEES -92 -92 0 LEGAL, ACCOUNTING & ADMIN FEES 4123 4123 0 FOREIGN TAX PAID 1467 1467 0