2025-01-16T09:21:15-06:00 2023-12-31 742392222 SOL SCHWARTZ & ASSOCIATES PC 8000 IH 10 WEST SUITE 1100 SAN ANTONIO TX 78230 990PF 2023-01-01 926148420 OATMAN HILL FOUNDATION OATM 8307080666 318 LAS BRISAS BLVD SEGUIN TX 78155 WILLIAM D OLD TRUSTEE 8307080666 2024-11-15 1 1 JEFF ALBRECHT P00000906 2103848000 2023 2024-10-15 13:58:12Z X X 11601482 X 11315496 25 25 76179 76179 3724 3724 3724 308826 308826 -67359 0 11636891 388754 0 0 0 7815 7815 0 2650 2650 0 736 736 0 17842 17842 9893 9893 0 38936 38936 0 0 0 38936 38936 0 11597955 349818 24977 24977 19609 19609 19609 0 119321 119321 0 11437575 11437575 0 11601482 11601482 1937 2226 0 4163 X 0 0 0 0 0 11597319 0 11597319 0 11601482 0 11597955 0 11597955 636 11597319 BOCK FAMILY PARTNERSHIP, LTD K-1 LTCG D 2022-01-01 2023-12-31 4072 4072 BOCK FAMILY PARTNERSHIP, LTD K-1 LTCG D 2022-01-01 2023-12-31 128992 128992 BOCK FAMILY PARTNERSHIP, LTD K-1 1231 GAIN D 2022-01-01 2023-12-31 4441 4441 BOCK FAMILY PARTNERSHIP, LTD K-1 1231 GAIN D 2022-01-01 2023-12-31 140677 140677 BENNIE WALTER BOCK II ESTATE K-1 LTCG D 2022-01-01 2023-12-31 30644 30644 308826 4862 0 4862 0 4862 0 0 7500 0 7500 283 2355 2355 0 0 0 0 0 0 0 0 0 1 1 0 0 1 TX 1 0 1 0 0 1 N/A WILLIAM D OLD TRUSTEE 8307080666 318 LAS BRISAS BLVD SEGUIN TX 78155 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM D OLD 318 LAS BRISAS BLVD SEGUIN TX 78155 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 50188 23832 11457185 11531205 0 0 11531205 172968 11358237 567912 567912 4862 4862 563050 0 563050 0 563050 0 0 0 563050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 563050 0 0 0 X 0 0 14 25 14 76179 900002 3724 18 308826 INCOME FROM PASSTHROUGH ENTITIES 900099 -67359 -63635 385030 0 321395 1 THE FOUNDATION IS A CHARITABLE TRUST CREATED UNDER THE LAST WILL AND TESTAMENT OF BENNIE WALTER BOCK, II, WHO BEQUEATHED ONE-HALF OF HIS ESTATE TO THE FOUNDATION. THE FOUNDATION WILL DISTRIBUTE FUNDS SOLELY TO NONPROFIT ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501 (C)(3). THE TRUSTEE, JUDGE WILLIAM D. OLD (JUDGE WILLIAM OLD), WILL SELECT ORGANIZATIONS WHOSE CHARITABLE CAUSES BENEFIT THE COMMUNITIES AND PEOPLE OF CENTRAL TEXAS. DURING HIS LIFE, MR. BOCK SUPPORTED CHARITABLE ORGANIZATIONS FOCUSED ON EDUCATION, RELIGION, AND THE ARTS IN HIS COMMUNITY OF COMAL COUNTY, TEXAS. GUIDED BY MR. BOCK'S INTENT, THE FOUNDATION INTENDS TO PROVIDE SUPPORT TO ORGANIZATIONS FURTHERING THE SAME CAUSES. AS THE PURPOSE OF THE FOUNDATION IS TO PROVIDE FUNDING TO CHARITABLE ORGANIZATIONS, ALL OF THE TRUSTEE'S TIME NOT EXPENDED ON ADMINISTRATIVE DUTIES, SUCH AS MEETING WITH LEGAL OR FINANCIAL ADVISORS, WILL BE ALLOCATED TO SELECTING SUCH ORGANIZATIONS AND MAKING DISTRIBUTIONS TO THEM. 0 0 0 0 0 0 0 0 0 0 X X 1 BENNIE WALTER BOCK II ESTATE 318 LAS BRISAS BLVD SEGUIN TX 78155 11315496 X X 1 REAL ESTATE HOLDINGS AND PARTNERSHIP INTERESTS 11255484 2022-06-29 ACCOUNTING FEES 2650 2650 0 LATE EFILING IN RESPONSE TO IRS LETTER 990-PF, PAGE 12, LINE 7 THIS RETURN IS BEING EFILED SUBSEQUENT TO THE PAPER FILING AT 11/15/2024. PER IRS LTR 2697C DATED 12/11/2024, YOU WERE UNABLE TO PROCESS THE PAPER FILED RETURN AS ALL 990S MUST BE EFILED. WE DID NOT EFILE THE RETURN AS OUR CURRENT SOFTWARE WOULD NOT ALLOW A NEGATIVE AMOUNT ON LINE 7 OF PAGE 12 TO BE EFILED AND INSTRUCTED THAT IT MUST BE PAPER FILED. THE RETURN WAS FILED BY PAPER PER THE 11/15/2024 DEADLINE AND WE REQUEST ANY PENALTIES RELATED TO THIS LATE FILING BE ABATED. 119321 119321 0 0 ATTORNEY FEES 7815 7815 0 ARCOSA INC. 1252 1252 TRINITY INDUSTRIES INC. 1886 1886 AMERITRADE VALUE 1151 1151 COMAL PROPERTIES INC. 688500 688500 BOCK FAMILY PARTNERSHIP 10743303 10743303 SWAN ENERGY INC. YOUR CHOICE JV 949 949 SWAN ENERGY INC. MATADOR JV 534 534 NONDEDUCTIBLE EXPENSES 636 MISCELLANEOUS FEES 7965 7965 0 OTHER EXPENSE 1928 1928 0 INCOME FROM PASSTHROUGH ENTITIES -67359 -67359 MANAGEMENT FEES 736 736 0 BENNIE WALTER BOCK II ESTATE 318 LAS BRISAS BLVD SEGUINT TX 78155