2024-10-09T06:33:59-07:00 2023-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2023-01-01 461199139 MOB Family Foundation MOBF 2147566900 200 Crescent Ct 1200 Dallas TX 75201 John Porter Montgomery Secretary 2024-10-09 true true Evelyn H Moses P01400635 2143612323 X 2023 2024-10-15 13:58:12Z X 5160653 X X 17261 17261 111874 111874 -171761 1120123 -8325 -2119 -50951 127016 3700 1850 1850 11939 11939 353 53 15992 13842 1850 253500 253500 269492 13842 255350 -320443 113174 379646 248219 248219 5159483 4970226 4911356 837 1078 1078 5539966 5219523 5160653 0 X 5539966 5219523 5539966 5219523 5539966 5219523 5539966 -320443 5219523 5219523 publicly traded securities P 2001-01-01 2023-01-31 838558 1275219 -436661 -436661 long-term capital gain dist. P 2001-01-01 2023-12-31 67924 67924 67924 K-1 pass-through capital gains (losses) P 2001-01-01 2023-12-31 16665 -16665 -16665 K-1 pass-through capital gains (losses) P 2001-01-01 2023-12-31 213641 213641 213641 -171761 1573 1573 1573 6312 6312 4739 4739 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 5.00 0 William A Montgomery 200 Crescent Ct Suite 1200 Dallas TX 75201 Vice President 5.00 0 Timothy M Ognisty deceased 200 Crescent Ct Suite 1200 Dallas TX 75201 Treasurer 5.00 0 John Porter Montgomery 200 Crescent Ct Suite 1200 Dallas TX 75201 Secretary 5.00 0 NONE NONE 4540480 372527 0 4913007 0 4913007 73695 4839312 241966 241966 1573 1573 240393 240393 240393 255350 255350 240393 240190 255350 240190 0 15160 225233 Susan Byrne Montgomery William A Montgomery X At Last 11700 Preston Rd Ste 660116 Dallas TX 75230 N/A PC General operating support 10000 ATT Performing Arts Center 2403 Flora Street Dallas TX 75201 N/A PC General operating support 33000 Carmel Ideas Foundation P O Box 2424 Carmel CA 93921 N/A PC Pebble Beach Authors & Ideas Festival support 5000 Catch-up Read 6600 LBJ Freeway Suite 190 Dallas TX 75240 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 Dallas Holocaust Museum 300 N Houston St Dallas TX 75202 N/A PC General operating support-event underwriting 25000 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 Mercy Street Inc 3901 Holystone Street Dallas TX 75212 N/A PC General operating support-event underwriting 3000 North Texas Food Bank 3677 Mapleshade Lane Plano TX 75075 N/A PC Stop Hunger Build Hope 25000 North Texas Public Broadcasting 3000 Harry Hines Blvd Dallas TX 75201 N/A PC General operating support 5000 On Eagle's Wings-Woven Health Clini 1 Medical Pkwy Ste 149 Dallas TX 75234 N/A PC General operating support 10000 On the Road Lending 1500 North Loop 12 Irving TX 75061 N/A PC General operating support 5000 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 Ste 930 Dallas TX 75247 N/A PC General operating support 10000 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 Turtle Creek Association Inc P O Box 192765 Dallas TX 75219 N/A PC General operating support-event underwriting 10000 Young Women's Preparatory Network 1722 Routh Street Ste 720 Dallas TX 75201 N/A PC General operating support 2500 253500 14 17261 14 111874 18 -171761 Other income from K-1s 14 -8325 -50951 -50951 false false false false false false false false false false Tax preparation services 3700 1850 0 1850 9279.69 shs Baron Emerging Markets Fund AT COST 148934 130101 19561.86 shs PGIM Jennison Growth Fund AT COST 902290 1154737 48000 shs Westwood High Income Fund AT COST 444000 459840 60.791 shs Westwood Alternative Income AT COST 633308 572045 103,682 shs Westwood Total Return Fund AT COST 633440 693633 389.616 shs Largecap Value Equity PT AT COST 733659 543377 311.857 shs Smidcap Value PT AT COST 372442 376835 853.206 shs Smallcap Value Equity PT AT COST 511983 459090 2587.481 shs Income Opportunity PT AT COST 590170 521698 Dividends receivable 837 1078 1078 Other income from K-1s -8325 -2119 Investment Management 11939 11939 0 0 Excise tax paid 300 Foreign tax paid 53 53