2025-11-02T15:20:09-06:00 2024-12-31 920460586 PWC US TAX LLP 1000 LOUISIANA ST STE 5800 HOUSTON TX 770025021 990PF 2024-01-01 472161892 DUDLEY FAMILY FOUNDATION C/O WILLIAM N DUDLEY JR DUDL 10355 EAST ROBS CAMP ROAD SCOTTSDALE AZ 85255 WILLIAM N DUDLEY JR PRESIDENT 2025-10-28 1 1 ASHLEY E FREEMAN P01615409 7133564000 2024 2025-03-06 01:10:19Z X 30983868 X X 11933 11933 680424 680424 1236655 7782713 1236655 9405 9365 0 1938417 1938377 0 0 0 0 0 15000 15000 0 0 108153 108153 0 0 91 91 0 0 1 1 0 0 18948 18948 0 0 142193 142193 0 0 2112000 2112000 2254193 142193 0 2112000 -315776 1796184 0 674427 833880 833880 7331590 6926377 6057750 4694757 3919868 7790310 3010461 3306821 2783881 2371497 2256363 2095269 8965380 9214095 11422778 27048112 26457404 30983868 0 0 X 27048112 26457404 27048112 26457404 27048112 26457404 27048112 -315776 0 26732336 274932 26457404 CHARLES SCHWAB 0110 P 2023-01-01 2024-12-31 2361482 2423238 -61756 -61756 CHARLES SCHWAB 5318 P 2023-01-01 2024-12-31 3501858 2634394 867464 867464 CHARLES SCHWAB 6216 P 2023-01-01 2024-12-31 1807051 1488426 318625 318625 UNDISTRIBUTED LONG-TERM CAPITAL GAINS - FORM 2439 P 49 49 49 VINTAGE VIII OFFSHORE SCSP P 2023-01-01 2024-12-31 22060 22060 22060 VINTAGE VII OFFSHORE SCSP P 2023-01-01 2024-12-31 5895 5895 5895 FROM K-1 JP ACCESS SOLUTIONS- PRIVATE ASSETS 2018-A P 2024-01-01 2024-12-31 225 225 225 FROM K-1 JP ACCESS SOLUTIONS- PRIVATE ASSETS 2018-A P 2023-01-01 2024-12-31 83657 83657 83657 FROM K-1 VINTAGE VII AIV OFFSHORE SCSP P 2023-01-01 2024-12-31 432 432 432 GOLMAN SACHS 8350 P 2024-01-01 2024-12-31 4 4 4 1236655 229 24967 0 24967 0 24967 8962 0 45000 0 53962 X 735 28260 28260 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE 1 0 0 0 1 1 N/A WILLIAM DUDLEY MARTHA DUDLEY 7133564000 10355 EAST ROBS CAMP ROAD SCOTTSDALE AZ 85255 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM N DUDLEY JR 10355 EAST ROBS CAMP ROAD SCOTTSDALE AZ 85255 PRESIDENT, DIRECTOR 2.00 0 0 0 MARTHA A DUDLEY 10355 EAST ROBS CAMP ROAD SCOTTSDALE AZ 85255 SECRETARY 2.00 0 0 0 JULIA M GUTIERREZ 10355 EAST ROBS CAMP ROAD SCOTTSDALE AZ 85255 TREASURER 1.00 0 0 0 CAROLINE M DUDLEY 10355 EAST ROBS CAMP ROAD SCOTTSDALE AZ 85255 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 25763898 605887 5380159 31749944 0 0 31749944 476249 31273695 1563685 1563685 24967 24967 1538718 0 1538718 0 1538718 2112000 0 2112000 1538718 472468 0 0 2112000 472468 0 0 1538718 100814 0 0 100814 0 0 0 0 0 0 0 100814 100814 WILLIAM N DUDLEY JR MARTHA A DUDLEY X CITIZENS FOR ANIMAL PROTECTION 17555 KATY FREEWAY HOUSTON TX 77094 PC GENERAL USE. 3500 COLUMBIA LAND TRUST 850 OFFICERS ROW VANCOUVER WA 98661 PC GENERAL USE. 25000 DESCHUTES RIVER ALLIANCE 5520 S MACADAM AVE 200 PORTLAND OR 97239 PC GENERAL USE. 5000 EGYPTIAN THEATER 229 S BROADWAY COOS BAY OR 97420 PC GENERAL USE. 20000 FRIENDS OF THE CHILDREN NATIONAL OFFICE 44 NE MORRIS ST PORTLAND OR 97212 PC GENERAL USE. 30000 HGO GUILD (HOUSTON GRAND OPERA GUILD) 510 PRESTON STREET SUITE 500 HOUSTON TX 77002 PC GENERAL USE. 3500 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 PC GENERAL USE. 3000 HOUSTON GRAND OPERA 510 PRESTON STREET SUITE 500 HOUSTON TX 77002 PC GENERAL USE. 10000 HOUSTON GRAND OPERA ASSOCIATION 510 PRESTON STREET SUITE 500 HOUSTON TX 77002 PC GENERAL USE. 100000 HOUSTON METHODIST HOSPITAL 6565 FANNIN ST GB240 HOUSTON TX 77030 PC GENERAL USE. 500000 INOVA HEALTH SYSTEMS FOUNDATION 8095 INNOVATION PARK DRIVE FINANCE FAIRFAX VA 22031 PC GENERAL USE. 500000 KIDS MEALS 330 GARDEN OAKS BLVD HOUSTON TX 77018 PC GENERAL USE. 40000 MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22171 PC GENERAL USE. 10000 MUSEUM OF FINE ARTS HOUSTON MUSEUM OF FINE ARTS HOUSTON HOUSTON TX 77005 PC GENERAL USE. 25000 NATIONAL PARK FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 PC GENERAL USE. 3000 NICK FINNEGAN COUNSELING CENTER 2714 JOANEL STREET HOUSTON TX 77027 PC GENERAL USE. 1500 OREGON EPISCOPAL SCHOOL 6300 SW NICOL RD PORTLAND OR 97223 PC GENERAL USE. 5000 PARK CITY EDUCATION FOUNDATION PO BOX 681422 PARK CITY UT 84068 PC GENERAL USE. 5000 PLANNED PARENTHOOD 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 PC GENERAL USE. 10000 PURDUE FOUNDATION 403 WEST WOOD STREET WEST LAFAYETTE IN 47907 PC GENERAL USE. 500000 SALMONBERRY TRAIL FOUNDATION PO BOX 3193 HILLSBORO OR 97123 PC GENERAL USE. 5000 SCHWAB CHARITABLE FUND 9800 SCHWAB WAY LONE TREE CO 80124 NC GENERAL USE. 100000 SCHWAB CHARITABLE FUND 9800 SCHWAB WAY LONE TREE CO 80124 NC GENERAL USE. 100000 TEXAS A&M FOUNDATION 401 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 PC GENERAL USE. 10000 TEXAS CHILDREN'S HOSPITAL 6621 FANNIN STREET HOUSTON TX 77030 PC GENERAL USE. 5000 THE JUNIOR LEAGUE OF HOUSTON 1811 BRIAR OAKS LN HOUSTON TX 77027 PC GENERAL USE. 500 THE KINKAID SCHOOL 201 KINKAID SCHOOL DRIVE HOUSTON TX 77024 PC GENERAL USE. 15000 URBAN HARVEST 3302 CANAL STREET HOUSTON TX 77003 PC GENERAL USE. 32000 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 02481 PC GENERAL USE. 25000 YOUNG AUTHORS GREENHOUSE 1314 BLUEGRASS AVE LOUISVILLE KY 40215 PC GENERAL USE. 5000 ZENGER FARMS 11741 SE FOSTER RD PORTLAND OR 97266 PC GENERAL USE. 15000 2112000 0 14 11933 14 680424 18 9405 18 1236655 0 1938417 0 1938417 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 15000 15000 0 0 CHARLES SCHWAB - BONDS 3306821 2783881 CHARLES SCHWAB PORTFOLIO 3919868 7790310 6926377 6057750 0 0 VINTAGE VII AT COST 43190 142356 VINTAGE VIII AT COST 489615 915311 JPAS - CREDIT-A S.P. AT COST 1411798 1691587 JPAS - EMERGING MARKETS-A S.P. AT COST 2100000 2914685 CHARLES SCHWAB - OTHER INVESTMENTS AT COST 4545448 4871383 JPAS - PRIVATE ASSETS 2018-A L.P. AT COST 624044 887456 COST BASIS ADJUSTMENT - SECURITIES 255922 OTHER DECREASES 19010 FROM K-1 PASSTHROUGHS 18948 18948 0 0 FROM K-1 PASSTHROUGHS 9362 9322 0 OTHER 43 43 0 INVESTMENT MANAGEMENT FEES 108153 108153 0 0 FOREIGN TAXES 1 1 0 0