2025-10-31T14:01:27-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 843533824 The TND Family Foundation TNDF 2109873655 200 Concord Plaza 240 San Antonio TX 78216 Tom E Dobson President 2109873655 2025-10-31 1 0 Kurt Coburn P01638285 7134395739 2025-10-31 2024 2025-03-06 01:10:19Z X 74093282 X X 37520 37520 1968293 1906148 503558 13324408 503558 8349 8349 2517720 2455575 0 0 0 149 0 937 14539 3635 4529 270372 171072 98580 26147 9147 0 7874 5103 9596 319081 188957 113642 3211650 3211650 3530731 188957 3325292 -1013011 2266618 28392 70851 70851 2832064 2668621 2668621 25210668 26727677 26727677 25799805 25322784 25322784 16790640 19303349 19303349 70661569 74093282 74093282 38220 39826 38220 39826 X 0 0 0 0 70623349 74053456 70623349 74053456 70661569 74093282 70623349 -1013011 4443118 74053456 0 74053456 Publicly traded securities 13241006 12820850 420156 420156 Capital gain distributions P 83402 83402 83402 503558 31506 0 31506 0 31506 24603 0 26000 0 50603 X 0 19097 19097 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Mission de Vida Services LLC 2109873655 200 Concord Plaza Ste 240 San Antonio TX 78216 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Tom E Dobson 200 Concord Plaza Ste 240 San Antonio TX 78216 President 5.00 0 0 0 Nora Dobson 200 Concord Plaza Ste 240 San Antonio TX 78216 Vice President 5.00 0 0 0 Heather B Dobson 200 Concord Plaza Ste 240 San Antonio TX 78216 Secretary 5.00 0 0 0 NONE 0 JP Morgan Chase Bank 270 Park Ave New York NY 10017 Investment management 80944 Sendero Wealth Management LLC 250 W Nottingham Ste 300 San Antonio TX 78209 Investment management 62886 Mission De Vida Services LLC 200 Concord Plaza Ste 240 San Antonio TX 78216 Mangement services 60614 0 0 52218461 3792496 19050171 75061128 0 0 75061128 1125917 73935211 3696761 3696761 31506 31506 3665255 0 3665255 0 3665255 3325292 0 3325292 3665255 3025370 0 0 3325292 3025370 0 0 299922 0 0 0 0 0 0 0 0 3365333 0 0 0 Tom E Dobson X Agape Ranch 724 Buffalo Corpus Christi TX 78401 N/A PC Health & Human Services 28000 Atascosa Health Center Inc 310 W Oaklawn Rd Pleasanton TX 78064 N/A PC Health & Human Services 20000 Autism Community Network 535 Bandera Rd San Antonio TX 78228 N/A PC Health & Human Services 48850 Autistic Treatment Center Inc 15911 Nacogdoches Rd San Antonio TX 78247 N/A PC Health & Human Services 27000 Be Kind San Antonio Inc dba Snack Pak 4 Kids San Antonio PO Box 6494 San Antonio TX 78209 N/A PC Health & Human Services 100000 Boys & Girls Club of Alice 793 S Texas Blvd Alice TX 78332 N/A PC Health & Human Services 86000 Brighton Center 14207 Higgins Rd San Antonio TX 78217 N/A PC Health & Human Services 50000 Children's Association for Maximum Potential Inc (CAMP) 515 Skyline Dr E Center Point TX 78010 N/A PC Health & Human Services 37000 Children's Association for Maximum Potential Inc (CAMP) 515 Skyline Dr E Center Point TX 78010 N/A PC Health & Human Services 12000 Children's Bereavement Center of South Texas 205 W Olmos Dr San Antonio TX 78212 N/A PC Health & Human Services 10600 Coastal Bend Community Foundation 555 N Carancahua Corpus Christi TX 78401 N/A PC Health & Human Services 100000 Combat Marine Outdoors Inc 750 Town Country Blvd Houston TX 77024 N/A PC Health & Human Services 15000 Communities In Schools of the Coastal Bend 1921 Dorado St Corpus Christi TX 78417 N/A PC Health & Human Services 50000 Corpus Christi Independent School District (CCISD) 801 Leopard St Corpus Christi TX 78401 N/A GOV General support 6800 Dept of TX VFW Foundation PO Box 14468 Austin TX 78761 N/A PC Health & Human Services 10000 Family Violence Prevention Services Inc 7911 Broadway San Antonio TX 78209 N/A PC Health & Human Services 150000 Foster Angels of South Texas Foundation 800 N Shoreline Blvd Corpus Christi TX 78401 N/A PC Health & Human Services 10000 Friends of Hospice San Antonio Inc 5253 Prue Rd Ste 315C San Antonio TX 78240 N/A PC Health & Human Services 10000 Good Samaritan Rescue Mission 902 Nueces Bay Blvd Corpus Christi TX 78408 N/A PC General support 25000 Good Samaritan Rescue Mission 902 Nueces Bay Blvd Corpus Christi TX 78408 N/A PC General support 25000 Good Samaritan Rescue Mission 902 Nueces Bay Blvd Corpus Christi TX 78408 N/A PC General support 25000 Good Samaritan Rescue Mission 902 Nueces Bay Blvd Corpus Christi TX 78408 N/A PC General support 25000 Haven for Hope of Bexar County 1 Haven for Hope Way San Antonio TX 78207 N/A PC General support 80000 HFCC Inc 4711 Dietrich Rd San Antonio TX 78219 N/A PC General support 135000 Hill Country Community Theatre Inc 4003 W FM 2147 Horseshoe Bay TX 78657 N/A PC Arts & Culture 18000 I Care San Antonio Inc One Haven for Hope Way San Antonio TX 78207 N/A PC Health & Human Services 120000 Kinetic Kids Inc PO Box 690993 San Antonio TX 78269 N/A PC Health & Human Services 15300 Magdalena Ministries Inc 1955 Babcock Rd San Antonio TX 78229 N/A PC Health & Human Services 64000 Meals on Wheels San Antonio 2718 Danbury St San Antonio TX 78217 N/A PC Hunger & Food Security 40000 Meals on Wheels San Antonio 2718 Danbury St San Antonio TX 78217 N/A PC Hunger & Food Security 20000 Mission Road Developmental Center 8706 Mission Rd San Antonio TX 78214 N/A PC Health & Human Services 50000 Mission Road Developmental Center 8706 Mission Road San Antonio TX 78214 N/A PC Health & Human Services 35000 Mission Road Developmental Center 8706 Mission Road San Antonio TX 78214 N/A PC Health & Human Services 20000 National Western Art Foundation (Briscoe Western Art Museum) 210 W Market St San Antonio TX 78205 N/A PC Arts & Culture 15000 Our Lady of Grace Catholic School 626 Market Street Pleasanton TX 78064 N/A PC Staff Position 40000 Phoenix Center Camp Phoenix 3340 W SH 71 Horsehoe Bay TX 78657 N/A PC Health & Human Services 25000 Phoenix Center Camp Phoenix 3340 W SH 71 Horsehoe Bay TX 78657 N/A PC Health & Human Services 150000 Respite Care of San Antonio Incorporated 605 Belknap Place San Antonio TX 78212 N/A PC Health & Human Services 60000 Roy Maas' Youth Alternatives Inc 3103 West Ave San Antonio TX 78213 N/A PC Health & Human Services 250000 Roy Maas' Youth Alternatives Inc 3103 West Ave San Antonio TX 78213 N/A PC Health & Human Services 276000 San Antonio Botanical Garden Society Inc 555 Funston Place San Antonio TX 78209 N/A PC Parks & Green Space 50000 San Antonio Christian Dental Clinic Inc PO Box 831750 1 Haven for Hope Way Bld 1 Ste 400 San Antonio TX 78283 N/A PC Health & Human Services 25000 San Antonio Metropolitan Ministry Inc (SAMMinistries) 1919 NW Loop 410 San Antonio TX 78213 N/A PC Health & Human Services 100000 Sea City Work Camp Inc 14521 Northwest Blvd Corpus Christi TX 78410 N/A PC Health & Human Services 10000 South Texas Recovery Foundation Inc 2957 FM 888 Beeville TX 78102 N/A PC Health & Human Services 20000 St Jude's Ranch for Children -- Texas Region Inc SJRC Texas 1400 Ridge Creek Ln Bulverde TX 78163 N/A PC Health & Human Services 85000 Texas & Southwestern Cattle Raisers Association Disaster Relief Fund 2813 S Hulen St Ste 275 Fort Worth TX 76109 N/A PC Health & Human Services 20000 Texas A&M Foundation 401 George Bush Dr College Station TX 77840 N/A PC Scholarships 75000 Texas Diaper Bank 1803 Grandstand Dr San Antonio TX 78238 N/A PC Health & Human Services 15000 Texas Diaper Bank 1803 Grandstand Dr San Antonio TX 78238 N/A PC Health & Human Services 50000 Texas State Aquarium Institute for Wildlife Conservation 2710 N Shoreline Blvd Corpus Christi TX 78402 N/A PC Parks & Green Space 64100 The Arc of San Antonio 13430 West Ave San Antonio TX 78216 N/A PC Health & Human Services 50000 The Children's Hospital of San Antonio Foundation 333 N Santa Rosa St San Antonio TX 78207 N/A PC Health & Human Services 85000 The Leukemia & Lymphoma Society 3 International Dr Rye Brook NY 10573 N/A PC Health & Human Services 2000 Tobin Center for the Performing Arts 115 Auditorium Circle San Antonio TX 78205 N/A PC Arts & Culture 50000 Tobin Center for the Performing Arts 115 Auditorium Circle San Antonio TX 78205 N/A PC Arts & Culture 50000 Tobin Center for the Performing Arts 115 Auditorium Circle San Antonio TX 78205 N/A PC Arts & Culture 40000 West Oso Independent School District 5350 Bear Ln Corpus Christi TX 78405 N/A GOV Field Trips 4000 West Oso Independent School District 5350 Bear Ln Corpus Christi TX 78405 N/A GOV General support 52000 Witte Museum 3801 Broadway San Antonio TX 78209 N/A PC Arts & Culture 25000 Women's Shelter of South Texas (The Purple Door) 4444 Corona Drive Corpus Christi TX 78411 N/A PC Health & Human Services 55000 3211650 0 14 37520 14 1968293 18 503558 From Sch K-1 (Form 1065) 14 8349 0 2517720 0 2517720 0 0 0 0 0 0 0 0 0 0 Tax compliance 14539 3635 4529 Dodge & Cox Income 2780544 2780544 iShares 7-10 Year Treasury B 3115842 3115842 PIMCO Total Return Fund-Inst 1714170 1714170 Vanguard Ttl Bd Mkt Indx-Adm 9669352 9669352 Vanguard Short-Term Inflation 526117 526117 PIMCO Total Return 3295650 3295650 Vanguard Federal Money Market 352083 352083 NYLI Mackay High Yild 946888 946888 PIMCO Income Fund 2514821 2514821 Morningstar Leveraged 407317 407317 Fidelity 500 Index Fund 9771270 9771270 Health Care Select Sector 180354 180354 Invesco QQQ Trust Series 1 1493814 1493814 Vaneck Oil Services ETF 225663 225663 Invesco S&P 500 Equal Weight 492572 492572 iShares Core S&P Midcap ETF 531878 531878 Artisan Intl Val-Inst 616095 616095 Fidelity Intl Indx-Inst Prm 1260902 1260902 iShares MSCI Canada ETF 309907 309907 Vanguard FTSE Europe ETF 843834 843834 iShares MSCI Japan ETF 747830 747830 Wisdomtree Japan Hedged Eq 366494 366494 iShares Core MSCI Emerging 1699709 1699709 Eagle Capital 1531741 1531741 DSM Capital Management 1320517 1320517 Vanguard Total Stock Market 1720807 1720807 FMI Small Cap Core 569601 569601 SPDR S&P Global Natural Resoures 274028 274028 Harding Loevner International 1487554 1487554 DFA Emerging Markets Core 465773 465773 Financial Select Sector SPDR 378472 378472 Consumer Discretionary Selt 124514 124514 Industrial Select Sect SPDR 112128 112128 iShares MSCI Europe Financial 202220 202220 Atlas Enhanced Fund, Ltd FMV 1541540 1541540 Evanston Weatherlow Fund, Ltd FMV 1875869 1875869 Chatham Asset Management, Ltd FMV 731068 731068 Portfolio Advisors Secondary Fund FMV 629488 629488 RREEF America II Fund FMV 575119 575119 PEG Global Private Equity X S.A. FMV 2664080 2664080 HPS Corporate Lending Fund FMV 2555866 2555866 Grosvenor Alternative Investment Completion Portfolio, Ltd. FMV 8044005 8044005 Cohen & Steers RL EST-F FMV 413365 413365 iShares Gold Trust FMV 272949 272949 General governance and counsel 149 0 937 Insurance 3695 924 2771 Software 0 0 6825 From Sch K-1 (Form 1065) 4179 4179 0 From Sch K-1 (Form 1065) 8349 8349 8349 Unrealized appreciation of investments 4443118 Grants administration, philanthrophic consulting 38686 0 37966 Management fees 60614 0 60614 Investment consulting 25488 25488 0 Investment management fees 145584 145584 0 Foreign taxes 9147 9147 0 Federal excise tax 17000 0 0