2025-11-10T20:54:03-06:00 2024-12-31 742392222 SOL SCHWARTZ & ASSOCIATES PC 8000 IH 10 WEST SUITE 1100 SAN ANTONIO TX 78230 990PF 2024-01-01 926148420 OATMAN HILL FOUNDATION OATM 8307080666 318 LAS BRISAS BLVD SEGUIN TX 78155 WILLIAM D OLD TRUSTEE 8307080666 2025-11-06 1 1 JEFF ALBRECHT P00000906 2103848000 2024 2025-03-06 01:10:19Z X 12667037 X X 332 332 87437 87437 1228186 1228186 -78994 -78994 1236961 1236961 8670 8670 0 15430 15430 0 6420 6420 0 17180 17180 7797 7797 0 55497 55497 0 564000 564000 619497 55497 564000 617464 1181464 24977 1 1 1115304 1115304 19609 119321 1350136 1350136 11437575 10201596 10201596 11601482 12667037 12667037 1937 2226 0 14000 4163 14000 X 0 0 0 0 11597319 12653037 11597319 12653037 11601482 12667037 11597319 617464 444812 12659595 6558 12653037 BOCK FAMILY PARTNERSHIP, LTD K-1 1231 GAIN D 2024-01-01 2024-12-31 1190350 1190350 CHARLES SCHWAB D 2024-10-24 2024-11-11 103 103 BOCK FAMILY PARTNERSHIP, LTD K-1 1231 GAIN D 2024-01-01 2024-12-31 37733 37733 1228186 16422 0 16422 0 16422 5345 0 14000 0 19345 0 2923 2923 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 8670 0 0 NONE 0 NONE 0 0 168934 494899 14019334 14683167 0 0 14683167 220248 14462919 723146 723146 16422 16422 706724 0 706724 0 706724 564000 0 564000 706724 563986 0 0 564000 563986 0 0 14 0 0 0 0 0 0 0 0 706710 0 0 0 X ST MARYS UNIVERSITY ONE CAMINO SANTA MARIA SAN ANTONIO TX 78228 CHARITABLE CONTRIBUTION 500000 SOS FOOD BANK 256 W MERRIWEATHER STREET NEW BRAUNFELS TX 78130 CHARITABLE CONTRIBUTION 5000 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 CHARITABLE CONTRIBUTION 15000 SPRINGS COMMUNITY CHURCH 801 W SAN ANTONIO STREET NEW BRAUNFELS TX 78130 CHARITABLE CONTRIBUTION 5000 SAINT MARTIN'S LUTHERAN CHURCH 606 WEST 15TH STREET AUSTIN TX 78701 CHARITABLE CONTRIBUTION 5000 VOLUNTEERS IN MEDICINE 1239 W SAN ANTONIO STREET NEW BRAUNFELS TX 78130 CHARITABLE CONTRIBUTION 15000 THE SOPHIENBURG MUSEUM & ARCHIVES 401 W COLL STREET NEW BRAUNFELS TX 78130 CHARITABLE CONTRIBUTION 4000 MCKENNA HEALTHCARE FOUNDATION 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 CHARITABLE CONTRIBUTION 5000 NEW BRAUNFELS FOOD BANK 1620 S SEGUIN AVE NEW BRAUNFELS TX 78130 CHARITABLE CONTRIBUTION 5000 GREATER NEW BRAUNFELS ART COUNCIL PO BOX 311171 NEW BRAUNFELS TX 78131 CHARITABLE CONTRIBUTION 5000 564000 0 14 332 14 87437 18 1228186 INCOME FROM PASSTHROUGH ENTITIES 900099 -78994 -78994 1315955 0 1236961 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 ACCOUNTING FEES 15430 15430 0 1350136 1350136 0 0 AMERITRADE VALUE 1151 0 0 ARCOSA INC. 1252 0 0 BOCK FAMILY PARTNERSHIP 10743303 9489596 9489596 COMAL PROPERTIES INC. 688500 688500 688500 FEDERAL INCOME TAX 0 23500 23500 SWAN ENERGY INC. MATADOR JV 534 0 0 SWAN ENERGY INC. YOUR CHOICE JV 949 0 0 TRINITY INDUSTRIES INC. 1886 0 0 NONDEDUCTIBLE EXPENSES 3781 UNREALIZED GAINS/LOSSES 2777 MISCELLANEOUS FEES 6654 6654 0 OTHER EXPENSE 1143 1143 0 INCOME FROM PASSTHROUGH ENTITIES -78994 -78994 -78994 PRIOR PERIOD ADJUSTMENT 444812 FEDERAL INCOME TAXES PAYABLE 0 14000 MANAGEMENT FEES 6420 6420 0 BENNIE WALTER BOCK II ESTATE 318 LAS BRISAS BLVD SEGUINT TX 78155