2026-05-12T16:34:45-05:00 2025-12-31 741988615 JOHNSON & WURZER PC 820 GESSNER SUITE 800 HOUSTON TX 77024 990PF 2025-01-01 461637465 STEEN FAMILY FOUNDATION STEE 7137249629 3 OAKLAWN DR HOUSTON TX 770245210 LIAS J STEEN PRESIDENT 7137249629 2026-05-12 1 DENISE M STONER P01235366 7136272440 2025 2025-03-06 01:10:19Z X 7599651 X 335000 68 68 134266 134266 347545 3445062 347545 816879 481879 0 0 0 5270 5270 0 11962 1842 0 43304 43304 0 60536 50416 0 318700 318700 379236 50416 318700 437643 431463 4792 5846 5846 88939 217227 217227 3548834 4026796 4899656 2257758 2088097 2476922 5900323 6337966 7599651 0 0 X 5900323 6337966 0 0 0 0 5900323 6337966 5900323 6337966 5900323 437643 0 6337966 0 6337966 MORGAN STANLEY P 2025-01-01 2025-12-31 2416559 2442567 -26008 -26008 MORGAN STANLEY P 2024-12-30 2025-12-31 542438 404950 137488 137488 MORGAN STANLEY P 2024-12-30 2025-12-31 21335 21335 21335 COATUE OFFSHORE FUND LTD P 2020-06-01 2025-02-03 457923 250000 207923 207923 CAPITAL GAINS DIVIDENDS P 6807 6807 6807 347545 5997 0 5997 0 5997 5760 0 0 0 5760 2 239 0 0 0 0 0 0 0 0 1 1 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 4335865 261707 2604601 7202173 0 0 7202173 108033 7094140 354707 354707 5997 5997 348710 0 348710 0 348710 318700 0 318700 348710 317409 0 0 318700 317409 0 0 1291 0 0 0 0 0 0 0 0 347419 0 0 0 X AMIGOS FOR CHRIST 268 W MAIN STREET BUFORD GA 30518 PC GENERAL SUPPORT 4000 ASCENSION SETON FOUNDATION 1206 WEST 38TH STREET AUSTIN TX 78705 PC GENERAL SUPPORT 1000 BEAR PROVIDING HOPE AND HELP 3572 EAST T C JESTER HOUSTON TX 77018 PC GENERAL SUPPORT 3000 CANDLELIGHTERS CHILDHOOD FAMILY CANCER ALLIANCE 12919 SOUTHWEST FREEWAY SUITE 100 STAFFORD TX 77477 PC GENERAL SUPPORT 3000 CHINQUAPIN PREPARATORY SCHOOL 2615 E WALLISVILLE RD HIGHLANDS TX 775623199 PC GENERAL SUPPORT 15000 CUERO ISD EDUCATION FOUNDATION PO BOX 987 CUERO TX 77954 PC GENERAL SUPPORT 1000 DELL CHILDREN'S FOUNDATION 4900 MUELLER BOULEVARD AUSTIN TX 78723 PC GENERAL SUPPORT 5000 DEWITT MEDICAL FOUNDATION PO BOX 872 CUERO TX 77954 PC GENERAL SUPPORT 2000 DEWITT-LAVACA A&M MOTHERS' CLUB 12790 HIGHWAY 111 YOAKUM TX 77995 PC GENERAL SUPPORT 250 FIRST BAPTIST CHURCH-CUERO PO BOX 803 408 N GONZALES ST CUERO TX 77954 PC THE SCHOLARSHIP FUND 100 HEARTGIFT 3310 W BRAKER LN 300-704 AUSTIN TX 78758 PC GENERAL SUPPORT 15000 HOPE STONE INC 2726 BISSONNET SUITE 240-513 HOUSTON TX 77005 PC GENERAL SUPPORT 20000 HOSPICE OF SOUTH TEXAS INC 605 E LOCUST AVE VICTORIA TX 77901 PC GENERAL SUPPORT 1600 HOUSTON ARBORETUM & NATURE CENTER 4501 WOODWAY DRIVE HOUSTON TX 77024 PC 2025 ALFRESCO GALA 500 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DRIVE HOUSTON TX 770301799 PC EDUCATION OPERATING 15000 PET ADOPTIONS OF CUERO INC 407 US HIGHWAY 183 SOUTH CUERO TX 77954 PC GENERAL SUPPORT 2500 PRELUDE MUSIC FOUNDATION 2802 TIMMONS LANE SUITE 27170 HOUSTON TX 77227 PC GENERAL SUPPORT 5000 PURPLE SONGS CAN FLY 4899 MONTROSE BOULEVARD 705 HOUSTON TX 77006 PC GENERAL SUPPORT 10000 SMALL STEPS NURTURING CENTER 2902 JENSEN DRIVE HOUSTON TX 77026 PC GENERAL SUPPORT 30000 SUN VALLEY FILM FESTIVAL INC PO BOX 3471 SUN VALLEY ID 83353 PC GENERAL SUPPORT 25000 TEXAS PARKS & WILDLIFE FOUNDATION 2914 SWISS AVENUE DALLAS TX 75204 PC GULF TRUST PROJECT FUND 5000 THE ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 505 GEORGE BUSH DRIVE COLLEGE STATION TX 778402918 PC SHARON D. STEEN SCHOLARSHIP FUND 25000 THE ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 505 GEORGE BUSH DRIVE COLLEGE STATION TX 778402918 PC GENERAL SUPPORT 500 THE CHISHOLM TRAIL HERITAGE MUSEUM INC 302 NORTH ESPLANADE CUERO TX 77954 PC GENERAL SUPPORT 111250 WESTHOFF VOLUNTEER FIRE DEPARTMENT PO BOX 83 WESTHOFF TX 77994 PC GENERAL SUPPORT 3000 YELLOWSTONE ACADEMY 3000 TRULLEY ST HOUSTON TX 770041743 PC GENERAL SUPPORT 15000 318700 0 14 68 14 134266 18 347545 0 481879 0 481879 0 0 0 0 0 0 0 0 0 0 X X 1 COLINA VENTOSA LTD 3 OAKLAWN DRIVE HOUSTON TX 770245210 330000 X 2 LIAS JEFF STEEN 3 OAKLAWN DRIVE HOUSTON TX 770245210 5000 X MORGAN STANLEY - MUTUAL FUNDS 500000 599075 MORGAN STANLEY - STOCKS 1881976 2611447 MORGAN STANLEY - ETFS 329616 338963 MORGAN STANLEY - MUTUAL FUNDS 1315204 1350171 MORGAN STANLEY - ALTERNATIVE INVESTMENTS AT COST 2088097 2476922 INVESTMENT EXPENSES - MORGAN STANLEY 43379 43379 0 OFFICE SUPPLIES -75 -75 0 LEGAL, ACCOUNTING & ADMIN FEES 5270 5270 0 FOREIGN TAX PAID 1842 1842 0 EXCISE TAX 10120 0 0