STEEN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEEN FAMILY FOUNDATION (EIN 46-1637465)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349102655
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T11:53:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741988615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & WURZER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 GESSNER SUITE 800 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461637465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEE | BusinessNameControlTxt |
| Phone | 7137249629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAKLAWN DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770245210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIAS J STEEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7137249629 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE M STONER | PreparerPersonNm |
| PTIN | P01235366 | PTIN |
| Phone | 7136272440 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,764,969 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $264,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $720 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $720 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,200,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,203 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $733,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $469,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,612 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,534 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $408,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $412,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,184 | CashBOYAmt |
| Cash EOY | $4,792 | CashEOYAmt |
| Cash EOYFMV | $4,792 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,100,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,939 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,008,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,548,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,135,157 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,369,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,257,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,536,081 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,492,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,900,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,764,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,492,107 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,900,323 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,492,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,900,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,492,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,900,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,492,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $408,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,900,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,900,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2019-12-31 | 2024-12-31 | $321,158 | $269,827 | $51,331 | $51,331 |
| MORGAN STANLEY | P | 2019-12-31 | 2024-12-31 | $3,873,793 | $3,593,516 | $280,277 | $280,277 |
| CAPITAL GAINS DIVIDENDS | P | $5,595 | $5,595 | $5,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,203 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,374 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,360 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137249629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 OAKLAWN DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,761,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $588,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,221,789 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,571,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,571,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,473,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,734 | TotalTaxAmt |
| Distributable Before Adj | $317,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,919 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $268,090 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $268,090 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $317,409 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 3380 CHASTAIN MEADOWS PKY NW 200 | KENNESAW | GA | 30144 | PUBLIC | GENERAL SUPPORT | $100 |
| AMIGOS FOR CHRIST | ||||||
| 268 W MAIN STREET | BUFORD | GA | 30518 | PUBLIC | GENERAL SUPPORT | $5,000 |
| ASCENSION SETON FOUNDATION | ||||||
| 1206 WEST 38TH STREET | AUSTIN | TX | 78705 | PUBLIC | GENERAL SUPPORT | $2,500 |
| BEAR PROVIDING HOPE AND HELP | ||||||
| 3572 EAST T C JESTER | HOUSTON | TX | 77018 | PUBLIC | GENERAL SUPPORT | $9,300 |
| CANDLELIGHTERS CHILDHOOD FAMILY CANCER ALLIANCE | ||||||
| 12919 SOUTHWEST FREEWAY SUITE 100 | STAFFORD | TX | 77477 | PUBLIC | 2024 LIGHTS OF COURAGE SHINING OPPORTUNITY | $5,000 |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 775623199 | PUBLIC | GENERAL SUPPORT | $15,000 |
| CITY KIDS ADVENTURES | ||||||
| PO BOX 830655 | SAN ANTONIO | TX | 78283 | PUBLIC | GENERAL SUPPORT | $5,000 |
| CUERO AREA MINISTERIAL ALLIANCE INC | ||||||
| PO BOX 524 | CUERO | TX | 77954 | PUBLIC | GENERAL SUPPORT | $250 |
| CUERO ISD EDUCATION FOUNDATION | ||||||
| PO BOX 987 | CUERO | TX | 77954 | PUBLIC | GENERAL SUPPORT | $3,000 |
| CUERO LIVESTOCK SHOW INC | ||||||
| PO BOX 524 | CUERO | TX | 77954 | PUBLIC | FRIAR AG CENTER BUILDING FUND | $10,000 |
| DELL CHILDREN'S FOUNDATION | ||||||
| 4900 MUELLER BOULEVARD | AUSTIN | TX | 78723 | PUBLIC | GENERAL SUPPORT | $10,000 |
| HELPING HAND HOME FOR CHILDREN INC | ||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | PUBLIC | GENERAL SUPPORT | $2,500 |
| HOPE STONE INC | ||||||
| 2726 BISSONNET SUITE 240-513 | HOUSTON | TX | 77005 | PUBLIC | GENERAL SUPPORT | $15,000 |
| HOSPICE OF SOUTH TEXAS INC | ||||||
| 605 E LOCUST AVE | VICTORIA | TX | 77901 | PUBLIC | GENERAL SUPPORT | $5,200 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 770301799 | PUBLIC | GENERAL SUPPORT | $5,000 |
| MD ANDERSON CHILDREN'S CANCER INSTITUTE | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | GOV | GENERAL SUPPORT | $250 |
| PET ADOPTIONS OF CUERO INC | ||||||
| PO BOX 1073 | CUERO | TX | 77954 | PUBLIC | GENERAL SUPPORT | $2,500 |
| PRELUDE MUSIC FOUNDATION | ||||||
| 9802 MADELINE ALYSSA COURT | HOUSTON | TX | 77025 | PUBLIC | GENERAL SUPPORT | $5,000 |
| PURPLE SONGS CAN FLY | ||||||
| 2455 DUNSTAN ROAD SUITE 175 | HOUSTON | TX | 77005 | PUBLIC | GENERAL SUPPORT | $7,500 |
| SMALL STEPS NURTURING CENTER | ||||||
| 1709 DEPELCHIN STREET | HOUSTON | TX | 77007 | PUBLIC | GENERAL SUPPORT | $25,000 |
| SOUTH TEXAS CHILDREN'S HOME | ||||||
| PO BOX 1210 | BEEVILLE | TX | 781041210 | PUBLIC | GENERAL SUPPORT | $1,000 |
| ST PETER'S EPISCOPAL CHURCH | ||||||
| PO BOX 1807 | ROCKPORT | TX | 78381 | PUBLIC | GENERAL SUPPORT | $500 |
| SUN VALLEY FILM FESTIVAL INC | ||||||
| PO BOX 3471 | SUN VALLEY | ID | 83353 | PUBLIC | GENERAL SUPPORT | $25,000 |
| TEXAS PARKS & WILDLIFE FOUNDATION | ||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | PUBLIC | GULF OF MEXICO TRUST PROJECT FUND | $3,000 |
| THE ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY | ||||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402918 | PUBLIC | SHARON A. STEEN SCHOLARSHIP FUND | $25,500 |
| THE CHISHOLM TRAIL HERITAGE MUSEUM INC | ||||||
| 302 NORTH ESPLANADE | CUERO | TX | 77954 | PUBLIC | GENERAL SUPPORT | $54,500 |
| THE UNIVERSITY OF TEXAS MEDICAL BRANCH | ||||||
| 301 UNIVERSITY BOULEVARD | GALVESTON | TX | 77555 | PUBLIC | GENERAL SUPPORT | $10,000 |
| VICTORIA PRESERVATION INC | ||||||
| PO BOX 1486 | VICTORIA | TX | 77902 | PUBLIC | GENERAL SUPPORT | $1,000 |
| YELLOWSTONE ACADEMY | ||||||
| 3000 TRULLEY ST | HOUSTON | TX | 770041743 | PUBLIC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $720 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $469,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $469,112 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| COLINA VENTOSA LTD | ||||||
| 1 | 3 OAKLAWN DRIVE | HOUSTON | TX | 770245210 | $260,000 | Yes (X) |
| LIAS JEFF STEEN | ||||||
| 2 | 3 OAKLAWN DRIVE | HOUSTON | TX | 770245210 | $4,300 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - MUTUAL FUNDS | $500,000 | $529,525 |
| MORGAN STANLEY - STOCKS | $1,390,934 | $1,973,693 |
| MORGAN STANLEY - ETFS | $563,103 | $556,171 |
| MORGAN STANLEY - MUTUAL FUNDS | $1,094,797 | $1,075,768 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY - ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,257,758 | BookValueAmt |
| EOYFMV | $2,536,081 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES - MORGAN STANLEY | $49,172 | $49,172 | $0 |
| BANK FEES | $79 | $79 | $0 |
| BANK SUPPLIES | $283 | $283 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL, ACCOUNTING & ADMIN FEES | CategoryTxt |
| Amt | $5,450 | Amt |
| Net Investment Income | $5,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,612 | Amt |
| Net Investment Income | $1,612 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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