2025-11-06T18:52:08-06:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 843661722 Puente de Maravillas Foundation PUEN 2109873655 200 Concord Plaza 240 San Antonio TX 78216 Hugh C Dobson President 2109873655 2025-11-06 1 0 Kurt Coburn P01638285 7134395739 2025-11-06 2024 2025-03-06 01:10:19Z X 52252957 X X 1328854 1321253 2735495 8514251 2735495 21744 21744 4086093 4078492 0 0 0 34279 4900 27705 12179 3577 4372 293731 221858 71901 57916 17916 0 15809 12117 10516 413914 260368 114494 2812000 2812000 3225914 260368 2926494 860179 3818124 24506 15843 15843 2098292 2221521 2221521 23808588 24710431 24710431 10398325 11216021 11216021 13363762 14089141 14089141 49693473 52252957 52252957 44435 42940 44435 42940 X 0 0 0 0 49649038 52210017 49649038 52210017 49693473 52252957 49649038 860179 1700800 52210017 0 52210017 Publicly traded securities P 8328433 5778756 2549677 2549677 Capital gain distribitions P 185818 185818 185818 2735495 53072 0 53072 0 53072 40301 0 25000 0 65301 X 0 12229 12229 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 Hugh C Dobson 200 Concord Plaza Ste 240 San Antonio TX 78216 President 5.00 0 0 0 Anne M Dobson 200 Concord Plaza Ste 240 San Antonio TX 78216 Vice President 5.00 0 0 0 Geri Rice 200 Concord Plaza Ste 240 San Antonio TX 78216 Secretary/Treasurer 5.00 0 0 0 NONE 0 Sendero Wealth Management LLC 250 W Nottingham Ste 300 San Antonio TX 78209 Investment management 79693 Eagle Capital Management LLC 65 E 55th St 26 New York NY 10022 Investment management 69398 0 0 33866030 4029466 13363762 51259258 0 0 51259258 768889 50490369 2524518 2524518 53072 53072 2471446 0 2471446 0 2471446 2926494 0 2926494 2471446 1780152 0 0 2926494 1780152 0 0 1146342 0 0 0 0 0 0 0 0 1325104 0 0 0 Hugh C Dobson X American Cancer Society Inc 270 Peachtree St NW Ste 1300 Atlanta GA 30303 N/A PC Health & Human Services 10000 Amistad Community Health Center Incorporated 1533 S Brownlee Blvd Corpus Christi TX 78404 N/A PC Health & Human Services 25000 Ballet Folklorico Viva Mexico De Ramiro Loera 5021 Royalton Dr Corpus Christi TX 78413 N/A PC Arts & Culture 10000 Boy Scouts of America (South Texas Council) 700 Everhart Terrace Bldg A Corpus Christi TX 78411 N/A PC Youth Services 85000 Boys & Girls Clubs of the Coastal Bend Inc 3902 Greenwood Dr Corpus Christi TX 78416 N/A PC Youth Services 10000 Camp Aranzazu 5420 Loop 1781 Rockport TX 78382 N/A PC Youth Services 75000 CASA of the Coastal Bend 2602 Prescott St Corpus Christi TX 78404 N/A PC Health & Human Services 75000 Catholic Charities of Corpus Christi Inc 615 Oliver Court Corpus Christi TX 78408 N/A PC Health & Human Services 85000 Catholic Charities of Corpus Christi Inc 615 Oliver Court Corpus Christi TX 78408 N/A PC Unhoused 25000 Coastal Bend Community Foundation 555 N Carancahua Ste 900 Corpus Christi TX 78401 N/A PC Health & Human Services 200000 Coastal Bend Food Bank 5442 Bear Ln Corpus Christi TX 78405 N/A PC Hunger & Food Security 160000 Coastal Bend Wellness Foundation Inc 2882 Holly Rd Corpus Christi TX 78415 N/A PC Health & Human Services 25000 Coastal Conservation Association 6919 Portwest Dr Ste 100 Houston TX 77024 N/A PC Parks & Green Space 25000 Combat Marine Outdoors Inc 750 Town Country Blvd Ste 800 Houston TX 77024 N/A PC Health & Human Services 20000 Communities In Schools of the Coastal Bend 1921 Dorado St Corpus Christi TX 78417 N/A PC Basic Needs 25000 Communities In Schools of the Coastal Bend 1921 Dorado St Corpus Christi TX 78417 N/A PC Health & Human Services 10000 Corpus Christi Ballet 1621 N Mesquite St Corpus Christi TX 78401 N/A PC Arts & Culture 10000 Corpus Christi Chamber Music Society Inc 555 N Carancahua St Ste 1510 Corpus Christi TX 78401 N/A PC Arts & Culture 5000 Corpus Christi Independent School District (CCISD) 801 Leopard St Corpus Christi TX 78401 N/A PC Capital 29000 Corpus Christi Metro Ministries 1919 Leopard St Corpus Christi TX 78408 N/A PC Health & Human Services 75000 Corpus Christi Metro Ministries 1919 Leopard St Corpus Christi TX 78408 N/A PC Unhoused 50000 Corpus Christi Mission 911 (911 Park Place) 911 Park Ave Corpus Christi TX 78401 N/A PC Unhoused 10000 Corpus Christi Symphony Society Inc 555 N Carancahua St Ste 410 Corpus Christi TX 78401 N/A PC Arts & Culture 10000 Del Mar College Foundation Inc 101 Baldwin Blvd Corpus Christi TX 78404 N/A PC Vocational Programs 105000 Driscoll Children's Hospital Development Foundation Inc 3533 S Alameda St Corpus Christi TX 78411 N/A PC Health & Human Services 250000 Family Counseling Service 3833 S Staples St Ste 203 Corpus Christi TX 78411 N/A PC Health & Human Services 35000 Focus Foundation-for Our Childrens Ultimate Success 6810 Saratoga Blvd Corpus Christi TX 78414 N/A PC Camps 25000 Friends of the Corpus Christi Museum of Science and History 1900 N Chaparral St Corpus Christi TX 78401 N/A PC Youth Services 10000 Habitat for Humanity International Inc 1901 Lipan St PO Box 3032 Corpus Christi TX 78408 N/A PC Health & Human Services 10000 Harbor Playhouse Company Inc 1802 N Chaparral Corpus Christi TX 78401 N/A PC Arts & Culture 5000 International Trumpet Guild PO Box 16207 Hattiesburg MS 39404 N/A PC Arts 75000 Lady Lex Museum On the Bay Association 2914 North Shoreline Blvd Corpus Christi TX 78402 N/A PC Youth Services 25000 MANNA FoodBank Inc 627 Swannanoa River Rd Asheville NC 28805 N/A PC Hunger & Food Security 100000 Mission of Mercy Inc 2421 Ayers St Corpus Christi TX 78404 N/A PC Health & Human Services 60000 New Life Refuge Ministries PO Box 9157 Corpus Christi TX 78469 N/A PC Unhoused 15000 Rise School of Corpus Christi 2030 Rise Rd Corpus Christi TX 78411 N/A PC Early Childhood 50000 Rise School of Corpus Christi 2030 Rise Rd Corpus Christi TX 78411 N/A PC Health & Human Services 10000 Ronald McDonald House Charities South Texas 3402 Fort Worth St Corpus Christi TX 78411 N/A PC Health & Human Services 100000 San Antonio Philharmonic 1314 Guadalupe St Ste 201 San Antonio TX 78207 N/A PC Arts & Culture 50000 South Texas Institute for the Arts (Art Museum of South Texas) 1902 N Shoreline Blvd Corpus Christi TX 78401 N/A PC Arts & Culture 10000 Tennis Success Inc 5301 Weber Rd Corpus Christi TX 78411 N/A PC Health & Human Services 10000 Texas A&M Foundation 401 George Bush Dr College Station TX 77840 N/A PC Scholarships 300000 Texas A&M University-Corpus Christi Foundation Inc 6300 Ocean Dr Unit 5741 Corpus Christi TX 78412 N/A PC Arts & Culture 150000 Texas Farm Bureau Agriculture Research & Education Foundation 7420 Fish Pond Rd Waco TX 76710 N/A PC Health & Human Services 50000 The Ark Assessment Center and Emergency Shelter for Youth 12960 Leopard St Corpus Christi TX 78410 N/A PC Health & Human Services 25000 Timon's Ministries 10501 South Padre Island Dr Corpus Christi TX 78418 N/A PC Unhoused 20000 Tragedy Assistance Program for Survivors (TAPS) 3033 Wilson Blvd Third Fl Arlington VA 22201 N/A PC Health & Human Services 35000 Triumph Over Kid Cancer Foundation 723 Coleman Ave Corpus Christi TX 78401 N/A PC Health & Human Services 80000 United Way of the Coastal Bend 4659 Everhart Rd Corpus Christi TX 78411 N/A PC Basic Needs 20000 US Foundation for the Commemoration of the World Wars (Doughboy Foundation) 1455 Pennsylvania Ave NW Ste 400 Washington DC 20004 N/A PC Arts & Culture 45000 Wesley Community Center 414 N Matiana Ortiz Blvd Robstown TX 78380 N/A PC Health & Human Services 35000 West Oso Independent School District 5350 Bear Ln Corpus Christi TX 78405 N/A GOV Arts 15000 YMCA of Corpus Christi 417 S Upper Broadway Corpus Christi TX 78401 N/A PC Health & Human Services 38000 2812000 0 14 1328854 18 2735495 From Sch K-1 (Form 1065) 14 21744 0 4086093 0 4086093 0 0 0 0 0 0 0 0 0 0 Tax compliance 12179 3577 4372 PIMCO Income Instl 4225898 4225898 Columbia Floating Rate Fund 1018292 1018292 PIMCO Total Return Instl 5971831 5971831 S&P 500 Composite Russell 1000 Value 6203278 6203278 Russell 1000 Growth 5403476 5403476 CRSP US Total Market 4067715 4067715 Russell 2000 2254201 2254201 S&P Global Natural Resources 834326 834326 MSCI All Country World Index 4777520 4777520 MSCI Emerging Market 1169915 1169915 Atlas Enhanced Fund, Ltd FMV 4121665 4121665 Evanston Weatherlow Fund, Ltd FMV 4940109 4940109 Evanston Credit Opportunities Fund FMV 1876963 1876963 Portfolio Advisors Secondary Fund FMV 1652419 1652419 RREEF America II Fund FMV 1497985 1497985 General governance and counsel 34279 4900 27705 Insurance 4922 1231 3691 Software 0 0 6825 From Sch K-1 (Form 1065) 10887 10886 0 From Sch K-1 (Form 1065) 21744 21744 0 Unrealized appreciation of investments 1700800 Grants administration, philanthropic consulting 28001 0 28029 Management fees 43872 0 43872 Investment management 203410 203410 0 Investment consulting 18448 18448 0 Federal excise tax 40000 0 0 Foreign taxes 17916 17916 0