2025-09-25T14:17:42-07:00 2024-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2024-01-01 461199139 MOB Family Foundation MOBF 2147566900 200 Crescent Ct 1200 Dallas TX 75201 John Porter Montgomery Secretary 2025-09-25 true true Evelyn H Moses P01400635 2143612323 X 2024 2025-03-06 01:10:19Z X 5580459 X X 23187 23187 99740 99740 373586 1155960 373586 171 171 496684 496684 3400 1700 1700 13073 13073 1000 10736 1761 28209 16534 1700 232500 232500 260709 16534 234200 235975 480150 248219 573218 573218 164247 162370 110707 111005 4970226 4605160 4731700 1078 2166 2166 5219523 5455498 5580459 0 X 5219523 5455498 5219523 5455498 5219523 5455498 5219523 235975 5455498 5455498 publicly traded securities P 2001-01-01 2024-12-31 762958 782374 -19416 -19416 long-term capital gain dist. P 2001-01-01 2024-12-31 227776 227776 227776 short-term capital gain dist. P 2024-01-01 2024-12-31 4808 4808 4808 K-1 pass-through capital gains (losses) P 2001-01-01 2024-12-31 123178 123178 123178 K-1 pass-through capital gains (losses) P 2024-01-01 2024-12-31 37240 37240 37240 373586 42048 6674 6674 6674 5739 1500 7239 565 565 false false false false false false false true true TX true false false false false true N/A Melissa McMillian 2147566900 200 Crescent Ct Suite 1200 Dallas TX 75201 false false false false false false false false false false false false false false false false false false false false false false Susan Byrne Montgomery 200 Crescent Ct Suite 1200 Dallas TX 75201 Pres./Treas. 5.00 0 William A Montgomery 200 Crescent Ct Suite 1200 Dallas TX 75201 Vice President 5.00 0 John Porter Montgomery 200 Crescent Ct Suite 1200 Dallas TX 75201 Secretary 5.00 0 NONE NONE 5029040 439723 0 5468763 0 5468763 82031 5386732 269337 269337 6674 6674 262663 262663 262663 234200 234200 262663 225233 234200 225233 0 8967 253696 Susan Byrne Montgomery William A Montgomery X At Last 11700 Preston Rd Ste 660 Pmb 116 Dallas TX 75230 N/A PC General operating support 10000 Cadanino Inc 10312 Natural Bridge Rd Richmond VA 23236 N/A PC General operating support 5000 Carmel Ideas Foundation P O Box 509 Pebble Beach CA 93953 N/A PC Pebble Beach Authors & Ideas Festival support 5000 Catch-up Read 12222 Merit Drive Suite 110 Dallas TX 75251 N/A PC General operating support 5000 Clayton Dabney for Kids with Cancer 2825 Oak Lawn Ave 192136 Dallas TX 75219 N/A PC General operating support 10000 Community Hospital-Monterey Peninsu 23625 Holman Hwy Monterey CA 93940 N/A PC General operating support 10000 Desert Community Foundation 75-105 Merle Dr Suite 300 Palm Desert CA 92211 N/A PC El Dorado Scholarship Fund 5000 Forefront Living Foundation 12467 Merit Drive Dallas TX 75251 N/A PC General operating support-event underwriting 25000 George W Bush Foundation 2943 SMU Blvd Dallas TX 75205 N/A PC Support Women's Initiatives 10000 Girls Inc 2040 Empire Central Drive Dallas TX 75235 N/A PC General operating support 10000 International Rescue Committee Inc 122 E 42nd St New York NY 10168 N/A PC General operating support 20000 Momentous Institute 106 E Tenth St Dallas TX 75203 N/A SO I General operating support 10000 Morse Foundation 3000 Club Road Pebble Beach CA 93953 N/A PC Scholarship Fund 5000 North Texas Public Broadcasting 3000 Harry Hines Blvd Dallas TX 75201 N/A PC General operating support 5000 On the Road Lending 1500 North Loop 12 Irving TX 75061 N/A PC General operating support 5000 Peaceful Warrior Foundation 3316 Harvard Ave Dallas TX 75205 N/A PC General operating support 5000 Rancho Mirage Writers Festival 68925 Hwy 111 Rancho Mirage CA 92270 N/A PC General operating support 15000 The Bridge Homeless Recovery Center 1818 Corsicana St Dallas TX 75201 N/A PC General operating support 5000 The Dallas Foundation Aurora Fund 3000 Pegasus Park Drive Suite 930 Dallas TX 75247 N/A PC General operating support 15000 The StewpotFirst Presbyterian Churc 1835 Young Street Dallas TX 75201 N/A PC Adopt A Family and general operating support 30000 Transform 1012 N Main Street 1617 Park Place Ave Ste 110-T Fort Worth TX 76110 N/A PC General operating support 10000 Visiting Nurse Association of Texas 1420 W Mockingbird Lane Suite 700 Dallas TX 75247 N/A PC Special event underwriting and general operating support 7500 Young Women's Preparatory Network 1722 Routh Street Ste 720 Dallas TX 75201 N/A PC General operating support 5000 232500 14 23187 14 99740 18 373586 Other income from K-1s 14 171 496684 496684 false false false false false false false false false false Tax preparation services 3400 1700 0 1700 55,000 par Home Depot Inc. due 6-25-27 55396 55521 55,000 par Sempra due 8-1-26 55311 55484 164247 162370 3322.26 shs LSV Emerg Mkts Eqty - I AT COST 40000 38804 21530.92 shs PGIM Jennison Growth Fund AT COST 1045696 1509748 48000 shs Westwood High Income Fund AT COST 444000 475680 60.791 shs Westwood Alternative Income AT COST 617812 587243 7361.01 shs RBC Emerg Mkts Equity I AT COST 99300 96503 389.616 shs Largecap Value Equity PT AT COST 764876 591899 311.857 shs Smidcap Value PT AT COST 421061 411730 853.206 shs Smallcap Value Equity PT AT COST 566735 474501 2587.481 shs Income Opportunity PT AT COST 605680 545592 Dividends receivable 1078 2166 2166 Partnership deductions 10736 1761 Other income from K-1s 171 171 Investment Management 13073 13073 0 0 Excise tax paid 1000