2024-12-12T15:12:57-05:00 2023-12-31 HURRICANE BERYL 990PF 2023-01-01 461580212 LAURIE AND REED MORIAN FOUNDATION % LAURIE N MORIAN LAUR 7132931517 300 JACKSON HILL ST HOUSTON TX 770077430 LAURIE MORIAN TRUSTEE 7132931517 2024-12-12 true 2023 2024-10-15 13:58:12Z X X 34858236 X 20000000 520092 520092 88206 7912660 88206 114360 100431 20722658 708729 27500 27500 85322 85322 10652 10652 1365 1365 124839 124839 0 1177593 1177593 1302432 124839 1177593 19420226 583890 971764 49004 49004 2051931 12079964 12079964 9678502 20229989 21770647 1035521 783987 958621 13737718 33142944 34858236 0 0 X 13737718 33142944 13737718 33142944 13737718 33142944 13737718 19420226 33157944 15000 33142944 PUBLICLY TRADED SECURITIES - CS 8215 P 3999901 3999482 419 419 PUBLICLY TRADED SECURITIES - CS 8215 P 2110105 2104189 5916 5916 PUBLICLY TRADED SECURITIES - CS 8493 P 127160 123400 4746 3760 PUBLICLY TRADED SECURITIES - JPMC 4009 P 117349 89666 27683 27683 PUBLICLY TRADED SECURITIES - UBS 1655 P 140320 111343 28977 28977 PUBLICLY TRADED SECURITIES - CS 8493 P 341605 449303 -107698 -107698 PUBLICLY TRADED SECURITIES - CS 3161 P 1076219 955694 120525 120525 CAPITAL GAIN DIVIDENDS P 7638 CAPITAL GAIN DIVIDENDS P 7638 CAPITAL GAIN DIVIDENDS P 7638 CAPITAL GAIN DIVIDENDS P 7638 CAPITAL GAIN DIVIDENDS P 7638 CAPITAL GAIN DIVIDENDS P 7638 CAPITAL GAIN DIVIDENDS P 7638 88206 8116 8116 8116 6499 0 15000 21499 13383 13383 false false false false true true true false true true TX true false false false false true LAURIE N MORIAN 7132931517 300 JACKSON HILL ST HOUSTON TX 770077430 false false false false false false false false false false false false false false false false false false false false false S REED MORIAN 300 JACKSON HILL ST HOUSTON TX 770077430 TRUSTEE 0 0 0 0 LAURIE N MORIAN 300 JACKSON HILL ST HOUSTON TX 770077430 ADVISORY TRUSTEE 0 0 0 0 EARL DYKE 300 JACKSON HILL ST HOUSTON TX 770077430 ADVISORY TRUSTEE 0 0 0 0 RANDY HALE 300 JACKSON HILL ST HOUSTON TX 770077430 ADVISORY TRUSTEE 0 0 0 0 WILLIAM L HIXON 300 JACKSON HILL ST HOUSTON TX 770077430 ADVISORY TRUSTEE 0 27500 0 0 WILLIAM C MONTGOMERY 300 JACKSON HILL ST HOUSTON TX 770077430 ADVISORY TRUSTEE 0 0 0 0 THOMAS ROUPE 300 JACKSON HILL ST HOUSTON TX 770077430 ADVISORY TRUSTEE 0 0 0 0 AVALON ADVISORS LLC 2929 ALLEN PARKWAY SUITE 3000 HOUSTON TX 77019 INVESTMENT MGMT 38622 CORIENT PARTNERS LLC 2 SOUTH BISCAYNE BLVD SUITE 3200 MIAMI FL 33131 INVESTMENT MGMT 36154 13424510 2103713 415633 15943856 0 15943856 239158 15704698 785235 785235 8116 8116 777119 777119 777119 1177593 0 0 0 0 1177593 777119 0 2021 2020 2019 0 369494 26206 124466 64369 128002 712537 1177593 0 777119 400474 1113011 0 0 0 0 369494 743517 26206 124466 64369 128002 400474 S REED MORIAN NA X EPISCOPAL HIGH SCHOOL 4650 BISSONNET BELLAIRE TX 774013002 N/A PC LEAD THE WAY CAPITAL CAMPAIGN 20000 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DRIVE HOUSTON TX 770301799 N/A PC 2023 GALA, 2023 EXCELLENCE IN SCIENCE LUNCHEON, ANNUAL COMMITMENT 670000 THE MUSEUM OF FINE ARTS HOUSTON 1001 BISSONNET HOUSTON TX 77005 N/A PC ISLAMIC WORLDS GALA, GALA BALL, BAYOU BEND FASHION SHOW, CAMPAIGN FOR THE MFAH CAMPUS 217500 TEXAS BIOMEDICAL RESEARCH INSTITUTE PO BOX 760549 SAN ANTONIO TX 78245 N/A PC ANNUAL OPERATING FUND 700 LIFEHOUSE PO BOX 27127 HOUSTON TX 77227 N/A PC GENERAL OPERATING FUND 3000 TEXAS AGRICULTURAL LAND TRUST PO BOX 6152 SAN ANTONIO TX 78209 N/A PC ANNUAL DONATION 2500 THE PEREGRINE FUND 5668 WEST FLYING HAWK LANE BOISE ID 83709 N/A PC GLOBAL CONSERVATION EFFORTS 25000 HOUSTON LIVESTOCK SHOW & RODEO NRG CENTER 3 NRG PARK HOUSTON TX 77054 N/A PC JUNIOR MARKET STEER AUCTION, GENERAL SCHOLARSHIP FUND 101000 OSTEOGENESIS IMPERFECTA FOUNDATION 656 QUINCE ORCHARD RD SUITE 650 GAITHERSBURG MD 20878 N/A PC BOOTS & BLING FOR BETTER BONES DONATION 5000 SAN JACINTO MUSEUM AND BATTLEFIELD ASSOCIATION ONE MONUMENT CIRCLE LA PORTE TX 775719585 N/A PC GENERAL OPERATING 5000 NAVY SEAL FOUNDATION 1619 D ST BLDG 5326 VIRGINIA BEACH VA 23459 N/A PC GENERAL FUND SUPPORTED BY THE HOUSTON EVENING OF TRIBUTE 10000 SPRINGSPIRIT 8526 PITNER ROAD HOUSTON TX 77080 N/A PC 2023 BREAKFAST FOR CHAMPIONS 1000 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 770195897 N/A PC 2023/2024 ANNUAL FUND 5000 TEXAS PARKS AND WILDLIFE FOUNDATION 2914 SWISS AVENUE DALLAS TX 75204 N/A PC GEAR UP FOR GAME WARDENS REGION IV 20000 BORDERLANDS RESEARCH FOUNDATION PO BOX 794 ALPINE TX 79831 N/A PC BRI SCHOLARSHIP CAMPAIGN 2000 HEALTHCORPS PO BOX 371 NEW YORK NY 10276 N/A PC SUPPORT OF HEALTHCORPS MISSION 2500 HOUSTON SPCA 7007 OLD KATY ROAD HOUSTON TX 77024 N/A PC MORE THAN SHELTER CAMPAIGN 20000 KICKSTART KIDS 10222 WESTHEIMER ROAD HOUSTON TX 77042 N/A PC 2023 KSK GALA SPONSOR 5000 RIVER OAKS FOUNDATION PO BOX 22632 HOUSTON TX 77227 N/A PC RIVER OAKS BOULEVARD BEAUTIFICATION PROJECT 5000 SOUTH TEXAS CHARITY WEEKEND INC 700 UNIVERSITY BLVD MSC 218 KINGSVILLE TX 78363 N/A PC 2024 SOUTH TEXAS CHARITY WEEKEND DONATION 5000 TEXAS HEART INSTITUTE 6770 BERTNER AVE MC 3-117 HOUSTON TX 77030 N/A PC THE SUPPER CLUB 25000 THIRD OPTION FOUNDATION 11160-C1 SOUTH LAKES DRIVE 158 RESTON VA 20191 N/A PC CIA SPECIAL ACTIVITIES CENTER 27393 1177593 14 520092 18 100431 18 88206 THRU BLACKGOLD SPV I LP 900001 13929 13929 708729 722658 false false false false false false false false false false X X 1 S REED MORIAN 3407 INWOOD DR HOUSTON TX 77019 20000000 X UBS ACCOUNT 1655 1185074 1214165 JPM ACCOUNT 3003 96445 241282 CS ACCOUNT 3161 5876237 6847046 CS ACCOUNT 8493 3528541 3840323 JPM ACCOUNT 4009 0 0 CS ACCOUNT 8215 2235991 2262212 CS ACCOUNT 5539 7307701 7365619 ENLINK MIDSTREAM LP SER C AT COST 302547 405438 NUSTAR ENERGY LP SER A AT COST 49769 53292 NUSTAR ENERGY LP SER B AT COST 91239 101741 PAA PIPELINE LP SER B AT COST 304492 362210 BLACKGOLD SPV I LP 0 0 OKLAHOMA MINERAL INTERESTS 35940 35940 PRIOR YEAR FEDERAL TAX PAYMENT 15000 ADR PASS-THROUGH FEES 83 83 THRU BLACKGOLD SPV I LP 1024 1024 BANK FEES 20 20 Rent and Royalty Expense 238 238 PTRSHIP GUARANTEED PAYMTS FOR CAPITAL 97318 97318 OKLAHOMA ROYALTY INCOME 3089 3089 THRU BLACKGOLD SPV I LP 13953 24 INVESTMENT MANAGEMENT FEES 82283 82283 INVESTMENT CUSTODIAL FEES 3039 3039 FOREIGN TAXES 10501 10501 OKLAHOMA WITHHOLDING TAX 151 151