2026-09-16T15:26:46-07:00 2025-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2025-01-01 461199139 MOB Family Foundation MOBF 2147566900 200 Crescent Ct 1200 Dallas TX 75201 John Porter Montgomery Treasurer 2026-09-16 true Evelyn H Moses P01400635 2143612323 X 2025 X 5858629 X X 21586 21586 99157 99157 252731 2066119 252731 243 243 373717 373717 3550 1775 1775 14764 14764 6538 38 12154 1712 37006 18289 1775 263500 263500 300506 18289 265275 73211 355428 573218 140980 140980 164247 700367 703557 947108 966691 110707 165692 166594 4605160 3574206 3880451 2166 356 356 5455498 5528709 5858629 0 X 5455498 5528709 5455498 5528709 5455498 5528709 5455498 73211 5528709 5528709 publicly traded securities P 2001-01-01 2025-12-31 1812143 1794380 17763 17763 long-term capital gain dist. P 2001-01-01 2025-12-31 147327 147327 147327 short-term capital gain dist. P 2025-01-01 2025-12-31 1279 1279 1279 K-1 pass-through capital gains (losses) P 2001-01-01 2025-12-31 105370 105370 105370 K-1 pass-through capital gains (losses) P 2025-01-01 2025-12-31 19008 -19008 -19008 252731 -17729 4940 4940 4940 5565 5565 625 625 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 President/Dir 5.00 0 William A Montgomery 200 Crescent Ct Suite 1200 Dallas TX 75201 VP/Director 5.00 0 William A Montgomery II 200 Crescent Ct Suite 1200 Dallas TX 75201 Secretary/Dir 5.00 0 John Porter Montgomery 200 Crescent Ct Suite 1200 Dallas TX 75201 Treasurer/Dir 5.00 0 NONE NONE 5231016 519097 0 5750113 0 5750113 86252 5663861 283193 283193 4940 4940 278253 278253 278253 265275 265275 278253 253696 265275 253696 0 11579 266674 Susan Byrne Montgomery William A Montgomery X A-Rt Experience P O Box 225795 Dallas TX 75222 N/A PC General operating support 10000 At Last 11700 Preston Rd Ste 660 Pmb 116 Dallas TX 75230 N/A PC General operating support 10000 Baylor Scott White Dallas Foundatio 301 N Washington Ave Dallas TX 75246 N/A PC General operating support 2500 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 Ste 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 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 15000 George W Bush Foundation 2943 SMU Blvd Dallas TX 75205 N/A PC Support Women's Initiatives 10000 International Rescue Committee Inc 122 E 42nd St New York NY 10168 N/A PC General operating support 15000 Momentous Institute 106 E Tenth St Dallas TX 75203 N/A SO I General operating support 10000 Montage Health Foundation P O Box Hh Monterey CA 93942 N/A PC General operating support 10000 Monterey Bay Aquarium Dev Office 886 Cannery Row Monterey CA 93940 N/A PC General operating support 7500 Morse Foundation 3000 Club Road Pebble Beach CA 93953 N/A PC Scholarship Fund 5000 North Dallas Shared Ministries 2875 Merrell Rd Dallas TX 75229 N/A PC General operating support 15000 North Texas Public Broadcasting 3000 Harry Hines Blvd Dallas TX 75201 N/A PC General operating support for KERA 10000 On the Road Lending 1500 North Loop 12 Irving TX 75061 N/A PC General operating support 5000 Perot Museum of Nature and Science 2201 N Field Street Dallas TX 75201 N/A PC General operating support 15000 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 Family Place P O Box 7999 Dallas TX 75209 N/A PC General operating support 3500 The Senior Source 3910 Harry Hines Blvd Dallas TX 75219 N/A PC General operating support 2500 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 1617 Park Place Ave Ste 110-T Fort Worth TX 76110 N/A PC General operating support 10000 Turtle Crrek Association Inc 3609 Cedar Springs Rd Dallas TX 75219 N/A PC General operating support 10000 United to Learn 3000 Pegasus Park Dr Ste 940 Dallas TX 75247 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 263500 14 21586 14 99157 18 252731 Other income from K-1s 14 243 373717 373717 false false false false false false false false false false Tax preparation services 3550 1775 0 1775 55,000 par Autozone Inc. due 7-15-26 55339 55311 55,000 par Home Depot due 6-25-27 55239 55930 55,000 par Sempra due 8-1-26 55114 55353 92 shs Alphabet Inc. CL-A 23158 28796 107 shs Amazon.com Inc. 24784 24698 90 shs Amgen Inc. 24814 29458 125 shs Apple Inc. 29696 33982 981 shs AT&T Inc. 28075 24368 50 shs Berkshire Hathaway Inc. CL B 24517 25132 72 shs Broadcom Inc. 24889 24919 55 shs Caterpillar Inc. 25648 31508 155 shs Chevron Corp 24688 23624 91 shs Chubb Ltd 24996 28403 355 shs Coca-Cola Co 24985 24818 27 shs Costco Wholesale Corp 25635 23283 210 shs Cullen/Frost Bankers Inc. 26929 26592 197 shs Dell Technologies Inc. 25574 24798 56 shs Dick's Sporting Goods Inc. 12639 11086 184 shs DTE Energy Corp 25001 23732 205 shs Duke Energy Corp 25115 24028 260 shs Entergy Corp 24706 24032 215 shs Exxon Mobil Corp 24598 25873 86 shs General Electric Co 25517 26491 31 shs Goldman Sachs Group Inc. 24917 27249 59 shs Home Depot Inc. 24661 20302 96 shs International Business Machines 25356 28436 140 shs Johnson & Johnson 24438 28973 80 shs JPMorgan Chase & Company 25018 25778 306 shs Merck & Company Inc. 24920 32210 58 shs Microsoft Corporation 29502 28050 423 shs Nike Inc. CL B 28183 26949 365 shs Oneok Inc. 26786 26828 55 shs Oracle Corporation 16827 10720 273 shs Southern Company 25095 23806 396 shs TPG Inc. 25339 25281 243 shs WalMart Inc. 25030 27073 214 shs Walt Disney Company 24630 24347 115 shs Waste Management Inc. 24839 25267 301 shs Wells Fargo & Company 25010 28053 420 shs Williams Company Inc. 25501 25246 126 shs Williams Sonoma Inc. 25092 22502 700367 703557 4894.99 shs LSV Emerg Mkts Eqty - I AT COST 64000 76068 18342.04 shs PGIM Jennison Growth Fund AT COST 952019 1332182 8996.4 shs RBC Emerg Mkts Eqty -1 AT COST 126300 153478 4332 shs Vanguard FTSE Developed Mkts AT COST 261131 270620 29808.2 shs Westwood Alternative Income AT COST 318006 302554 23436.4 shs Westwood Mult--Asset Income AT COST 216787 238817 2587.5 shs Income Opportunity PT AT COST 617110 592920 311.9 shs Smidcap Value PT AT COST 435149 443361 853.2 shs Smallcap Value Equity PT AT COST 583704 470451 Dividends receivable 2166 356 356 Partnership deductions 12154 1712 Other income from K-1s 243 243 Investment Management 14764 14764 0 0 Excise tax paid 6500 Foreign tax paid 38 38