2025-11-10T22:50:19-06:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 814706788 Hector and Gloria Lopez Foundation HECT 5126450051 606 W 11th Street Austin TX 78701 Sergio Rodriguez President & CEO 5126450051 2025-11-10 1 0 Kurt Coburn P01638285 7134395739 2025-11-10 2024 2025-03-06 01:10:19Z X 258260970 X X 4187093 4187093 615682 615682 96333 6647282 48004053 6647282 1244531 1244985 12694588 12695042 1060042 324666 735376 854148 206191 647957 622691 150318 472373 85327 63080 22247 28600 14300 14300 549336 402386 115510 152501 65501 0 575686 509598 76376 15947 81908 146821 35443 111378 1104169 588571 540370 5255697 2376001 2741419 10837269 10837269 16092966 2376001 13578688 -3398378 10319041 1996695 2763450 2763450 1406892 1825502 1825502 237115 158122 237115 237115 14970 39621 39621 5833830 5659198 5659198 149479624 150347975 150347975 5831645 6463650 6463650 66502973 142823 69241758 66360150 66564967 11822805 21089421 21089421 3270071 275366 3086493 2994705 3270071 0 0 0 248872834 257780787 258260970 53727 52302 85078 251869 138805 304171 X 248734029 257476616 248734029 257476616 248872834 257780787 248734029 -3398378 12307756 257643407 166791 257476616 Publicly traded securities 43484688 38852711 4631977 4631977 Capital gain distributions P 68753 68753 68753 From Sch K-1 (Form 1065) P 88936 88936 Sale of land D 2022-01-01 2024-11-22 4450612 2592996 1857616 1857616 6647282 143435 0 143435 0 143435 91403 0 84000 0 175403 X 0 31968 31968 0 0 0 0 0 0 0 0 1 0 0 1 1 TX 1 0 0 0 0 1 https://www.hglopezfoundation.org/ Sergio Rodriguez 5126450051 606 W 11th Street Austin TX 78701 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sergio Rodriguez 606 W 11th Street Austin TX 78701 Board President & CEO 40.00 557477 76943 0 Veronica R Fernandez 606 W 11th Street Austin TX 78701 COO/CFO 40.00 279434 74841 0 Nichole Graham Spector 606 W 11th Street Austin TX 78701 Director of Philanthropy 40.00 139131 39251 0 Dr Jose Gutierrez 606 W 11th Street Austin TX 78701 Board Vice-President 5.00 24000 0 0 Marina Garza 606 W 11th Street Austin TX 78701 Board Secretary 5.00 24000 0 0 Geronimo Rodriquez 606 W 11th Street Austin TX 78701 Board Director 5.00 12000 0 0 Dr Eva Garza-Nyer 606 W 11th Street Austin TX 78701 Board Director 5.00 24000 0 0 Jaime Aguirre 606 W 11th Street Austin TX 78701 Board Director (partial year) 5.00 0 0 0 Angie Rios 606 W 11th Street Austin TX 78701 Director of Finance 40.00 183127 39336 0 Lucia Mendez 606 W 11th Street Austin TX 78701 Chief program office 40.00 155935 51822 0 Amy Knop-Narbutis 606 W 11th Street Austin TX 78701 Sr research and eval 40.00 152024 35607 0 Edna Cavazos 606 W 11th Street Austin TX 78701 Accountant 40.00 74322 38933 0 Elizabeth Saldana 606 W 11th Street Austin TX 78701 Accountant 40.00 74322 26049 0 3 Bank of America NA 114 West 47th Street New York NY 10036 Investment and ranch management 403558 APC Collective Inc 3205 Goodwin Avenue Austin TX 78702 Public relations 129224 Vanguard Institutional Advisory Services PO Box 3009 Monroe WI 53566 Investment management 121671 0 0 167437734 3786387 85488320 256712441 0 0 256712441 3850687 252861754 12643088 12643088 143435 143435 12499653 0 12499653 0 12499653 13578688 0 13578688 12499653 7775433 0 0 13578688 7775433 0 0 5803255 0 0 0 0 0 0 0 0 6696398 0 0 0 X St Mary's University of San Antonio 1 Camino Santa Maria St San Antonio TX 78228 N/A PC Funding for scholarships 2525010 University of Incarnate Word 4301 Broadway CPO 309 San Antonio TX 78209 N/A PC Funding for scholarships 2477933 Our Lady of the Lake University 411 SW 24th St San Antonio TX 78207 N/A PC Funding for scholarships 2235266 Univeristy of Texas Foundation 9011 Mountain Ridge Dr Ste 150 Austin TX 78759 N/A PC Funding for scholarships 1685251 Texas A&M - Corpus Christi Foundation 6300 Ocean Dr Unit 5741 Corpus Christi TX 78412 N/A PC Funding for scholarships 1645809 Excelencia in Education 1156 15th St NW Ste 1001 Washington DC 20005 N/A PC Funding for research 250000 Excelencia in Education 1156 15th St NW Ste 1001 Washington DC 20005 N/A PC General support 12500 Con Mi MADRE 1825 Fort View Rd Ste 114 Austin TX 78704 N/A PC General support 5000 Southern Brooks Volunteer Fire Department PO Box 57 Encino TX 78353 N/A PC General support 500 10837269 0 14 4187093 16 96333 18 6647282 Royalties 15 1092231 From Sch K-1 (Form 1065) 525990 -454 14 152754 -454 12175693 0 12175239 0 0 0 0 0 0 0 1 0 1b(6) 590 Greater Austin Chamber of Commerce Membership dues 1b(6) 264 Society for Human Resource Management Membership dues 1b(6) 425 Texas Society of Certified Public Accountants Membership dues 0 Audit services 28600 14300 14300 Land 2022-01-01 1107450 0.000000000000 0 0 Building 2022-01-01 1852621 95006 SL 39.000000000000 47503 47503 Furniture 2022-01-01 310000 88572 SL 7.000000000000 44286 44286 Equipment 2022-01-01 78721 31488 SL 7.000000000000 15744 15744 411 North Flournoy Road (Alice) - Building 2022-01-01 911718 46755 SL 39.000000000000 23377 23377 411 North Flournoy Road (Alice) - Land 2022-01-01 139104 0.000000000000 0 0 Island House - Land 2022-01-01 34578 0.000000000000 0 0 Mineral interests - producing 2022-01-01 3876572 2131412 0.000000000000 436290 436290 Mineral interests - non-producing 2022-01-01 2476719 0.000000000000 0 0 Island House 15340 Leeward Drive (Corpus Christi) - Building 2022-01-01 237606 16972 SL 39.000000000000 8486 8486 Warner Media Holdings Inc. Guaranteed Global 6.412% Mar 15, 2026 55022 55022 Truist Financial Corp Series MTN Variable Jul 28, 2026 149417 149417 GM Financial Co ABS 2022-1A3 1.260% Nov 16, 2026 66681 66681 Goldman Sachs Group Inc Global 3.850% Jan 26, 2027 112852 112852 Volkswagen Auto ABS 2024-A3 5.210% Jun 21, 2027 149386 149386 Toyota Auto Receivables ABS 2023-A3 4.630% Sep 15, 2027 214453 214453 National Rural Utilities Cooperative Global 4.800% Mar 15, 2028 75131 75131 World Omni Auto ABS 2023-A3 4.830% May 15, 2028 123822 123822 United Technologies Corp Global 4.125% Nov 16, 2028 82732 82732 Targa Resources Partners Guaranteed Global 6.150% Mar 1, 2029 57087 57087 GM Financial Co ABS 2024-2A3 5.100% Mar 16, 2029 149464 149464 Capital One Financial Corp Global Variable Jun 8, 2029 129075 129075 Philip Morris International Inc Global 5.625% Nov 17, 2029 56651 56651 Tapestry Inc Global 5.100% Mar 11, 2030 45493 45493 Micron Technology Inc Global 5.300% Jan 15, 2031 69930 69930 UnitedHealth Group Inc Global 4.500% Apr 15, 2033 61671 61671 Constellation Brands Inc Global 4.900% May 1, 2033 62763 62763 Carrier Global Corp Global 5.900% Mar 15, 2034 51772 51772 T-Mobile USA Inc Guaranteed Global 5.150% Apr 15, 2034 54112 54112 Charles Schwab Corp Global Variable May 19, 2034 31910 31910 Home Depot Inc Global 4.950% Jun 25, 2034 44392 44392 Morgan Stanley Series MTN Global Variable Jul 21, 2034 109232 109232 Charles Schwab Corp Global Variable Aug 24, 2034 35697 35697 Kroger Co Global 5.000% Sep 15, 2034 111379 111379 JPMorgan Chase & Co Global 145042 145042 CVS Health Corp Global 5.050% Mar 25, 2048 103069 103069 Energy Transfer Partners 6.000% Jun 15, 2048 53125 53125 COMM 2015-LC23 CMBS A4 3.774% Oct 10, 2048 89122 89122 Louisville Gas & Electric 1st Mortgage Global 4.250% Apr 1, 2049 115197 115197 Meta Platforms Inc Global 5.600% May 15, 2053 54986 54986 HCA Inc Guaranteed Global 6.000% Apr 1, 2054 104787 104787 HP Enterprise Co Global 5.600% Oct 15, 2054 56478 56478 Wells Fargo Commercial CMO 2016-C36 A3 2.807% Nov 15, 2059 125633 125633 CCM Community Impact Bond Fund Class Institutional 1002144 1002144 iShares Core U.S. Aggregate Bond ETF 1163963 1163963 SPDR Bloomberg 13 Month T-Bill ETF 36023 36023 Royal Bank of Canada Global 1.200% Apr 27, 2026 157860 157860 Bank of Nova Scotia Senior Unsecured 1.350% Jun 24, 2026 119124 119124 Toronto-Dominion Bank Series Fixed 1.950% Jan 12, 2027 151331 151331 Pfizer Inv. Ent. 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BCE Inc 16597 16597 BHP Group Ltd 63772 63772 BNP Paribas ADR 49243 49243 British American Tobacco ADR 74674 74674 Brookfield Asset Management 108705 108705 Canadian Pacific Kansas City 23520 23520 Chubb Ltd 122954 122954 Cie Generale des Etablissements Michelin 50973 50973 Coca-Cola Europacific Partners 80958 80958 Compagnie de Saint-Gobain 50672 50672 Dassault Systemes ADR 52762 52762 Deutsche Bank AG 73912 73912 Deutsche Post AG 38844 38844 Deutsche Telekom AG ADR 81431 81431 Diageo PLC ADR 138317 138317 DNB Bank ASA ADR 53451 53451 Eaton Corp PLC 126442 126442 Enel Societa per Azioni 75869 75869 EssilorLuxottica SA 67213 67213 Garmin Ltd 61053 61053 Gates Industrial Corp PLC 47620 47620 Global Blue Group Holding 3063 3063 Hannover Ruckversicherungs ADR 57914 57914 HSBC Holdings PLC ADR 63606 63606 Iberdrola SA 86018 86018 ICON PLC 36280 36280 InterContinental Hotels Group 78075 78075 International Game Technology PLC 16742 16742 iShares MSCI EAFE ETF 5217587 5217587 Johnson Controls International 10103 10103 Julius Baer Group ADR 53761 53761 Kingspan Group PLC ADR 57830 57830 Kiniksa Pharmaceuticals 7319 7319 Komatsu Ltd ADR 74720 74720 LOreal ADR 88928 88928 Linde PLC 9629 9629 Lionsgate Entertainment 6478 6478 London Stock Exchange Group 50144 50144 LVMH Moet Hennessy Louis Vuitton ADR 92136 92136 Marex Group PLC 7824 7824 Mercedes-Benz Group AG 45191 45191 Moncler SpA 33668 33668 MS&AD Insurance Group Holdings 86122 86122 Munich Re ADR 86322 86322 Nestle SA ADR 145263 145263 Nippon Telegraph and Telephone ADR 74952 74952 NN Group N.V. 48703 48703 Novanta Inc 7333 7333 Novartis ADR 163481 163481 Novo Nordisk ADR 212039 212039 Nu Holdings Ltd 47169 47169 nVent Electric PLC 9542 9542 NXP Semiconductors N.V. 126996 126996 On Holding AG 16048 16048 Pernod Ricard ADR 14904 14904 Perrigo Co PLC 7019 7019 Qiagen N.V. 13614 13614 RB Global Inc 8750 8750 Recruit Holdings Co Ltd 44271 44271 RELX PLC 76351 76351 Rio Tinto PLC ADR 39873 39873 Roche Holding Ltd ADR 104500 104500 Rolls-Royce Group ADR 63716 63716 Safran SA ADR 72158 72158 Sanofi ADR 87779 87779 Schneider Electric SE ADR 79176 79176 Shell PLC 133758 133758 Shopify Inc 166300 166300 Siemens AG ADR 95810 95810 Siemens Energy AG 109202 109202 Smurfit WestRock Ltd 108205 108205 SoftBank Corp ADR 92803 92803 Sonic Healthcare Ltd 21050 21050 Sony Group Corp 91136 91136 Spotify Technology S.A. 89923 89923 Stevanato Group SpA 12943 12943 Svenska Handelsbanken AB 35560 35560 Taylor Wimpey PLC ADR 44966 44966 TechnipFMC PLC 15628 15628 Tesco PLC 77418 77418 Tokio Marine Holdings 91167 91167 TotalEnergies SE 36897 36897 Toyota Motor Corp ADR 95943 95943 Trane Technologies PLC 20314 20314 UBS Group AG 100086 100086 UCB ADR 45471 45471 UniCredit SpA ADR 46493 46493 Unilever PLC ADR 44793 44793 United Overseas Bank ADR 112867 112867 UPM-Kymmene Oyj 37881 37881 Veolia Environnement ADR 29055 29055 Volvo AB ADR 41731 41731 Zurich Insurance Group 96255 96255 3i Group PLC 68975 68975 Alibaba Group Holding Ltd 42649 42649 ASE Technology Holding Co Ltd 89925 89925 Beigene Ltd 34171 34171 Coca-Cola FEMSA ADR 71892 71892 CyberArk Software Ltd 25653 25653 Haier Smart Home Co Ltd 42042 42042 Hartford Schroders Emerging Markets 2302357 2302357 iShares MSCI Emerging Markets ETF 3364587 3364587 JFrog Ltd 15823 15823 Oddity Tech Ltd 10127 10127 Pagaya Technologies Ltd 2657 2657 Petroleo Brasileiro ADR 102430 102430 Taiwan Semiconductor Manufacturing ADR 106645 106645 Abbey Capital Futures Strategy Fund Class I 501346 501346 Abbey Capital Multi Asset Fund Class I 261470 261470 AQR Diversified Arbitrage Fund Class R6 796643 796643 BlackRock Event Driven Equity Fund Class Institutional 798701 798701 BlackRock Global Equity Market Neutral Fund Class K 268496 268496 BlackRock Global Long Short Credit Fund Class K 261891 261891 Eaton Vance Global Macro Absolute Return Advantage Fund Class R6 534115 534115 Goldman Sachs Absolute Return Tracker Fund Class R6 3238236 3238236 Gotham Absolute Return Fund Institutional Class 258373 258373 Gotham Index Plus Fund Institutional Class 158881 158881 Impactive Capital Fund Ltd. Class F1 (H) 507717 507717 JPMorgan Hedged Equity Fund Class R6 310412 310412 Neuberger Berman Long Short Fund Institutional Class 855570 855570 PIMCO Dynamic Bond Fund Institutional Class 271330 271330 Victory Market Neutral Income Fund Class I 127786 127786 Virtus AlphaSimplex Global Alternatives Fund Class R6 493144 493144 Vanguard Inter-Term Invest-Gr Adm 3885034 3885034 Vanguard Long-Term Invest-Gr Adm 1496169 1496169 Vanguard Short-Term Invest-Gr Adm 2312098 2312098 Vanguard Total Intl Bond Ix Institl 6649762 6649762 Vanguard Total Intl Stock Ix Inst 25926369 25926369 Vanguard Total Stock Market Index Fd 7697458 7697458 Vanguard Total Stock Market Index Fd 25815702 25815702 5659198 5659198 0 0 Land 173682 0 173682 173682 Building 1149324 95590 1053734 1211318 Equipment 78721 47233 31488 78721 Ranch Land 58747955 0 58747955 58747955 Mineral Interests 6353291 0 6353291 6353291 Illumen Capital II A, LP FMV 382813 382813 Blackstone Alt Sol VIII Fund (Offshore) L.P. FMV 1528205 1528205 Blackstone PE Strategies Fund (TE) LP FMV 1000000 1000000 Carlyle AlpInvest Private Markets Fund FMV 1033703 1033703 Coller Secondaries Access Fund IX (Offshore) L.P. FMV 372844 372844 IDR Core Property Index Private equity fund FMV 6059045 6059045 Vanguard Harbourvest 2021 Private Equity Feeder Fund L.P. FMV 6961532 6961532 Vanguard Harbourvest 2022 Private Equity Feeder Fund L.P. FMV 3246491 3246491 Vanguard Harbourvest 2023 Private Equity Feeder Fund L.P. FMV 504788 504788 Land 1107450 0 1107450 1107450 Building 1852621 142509 1710112 1852621 Furniture 310000 132857 177143 310000 General governance and counsel 85327 63080 22247 Deferred tax benefit Change in deferred tax 166791 Membership dues 19765 4771 14994 Office expenses 8957 2161 6796 Cohorts and student scholars 362907 0 387679 From Sch K-1 (Form 1065) 86632 86632 0 Information technology 134086 32368 101718 Insurance 21122 5099 16023 Licenses and subscriptions 97 23 74 Marketing and promotions 17250 4164 13086 Rental expenses - Encino 118498 118498 0 Rental expenses - Island 13921 13921 0 Ranch expenses 320934 320934 0 Royalties 1092231 1092231 1092231 From Sch K-1 (Form 1065) 152300 152754 152300 Unrealized appreciation in value of investments 12307756 Deferred federal excise tax liability 85078 251869 CFO services 852 426 426 Philanthropic consulting 42187 0 42187 Public relations/website 103760 0 72320 Investment management fees 400907 400907 0 Property tax consulting 1250 961 289 Photography 380 92 288 Federal excise tax 87000 0 0 Property tax-mineral interests 65501 65501 0