HOBLITZELLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOBLITZELLE FOUNDATION (EIN 75-6003984)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-09-09
- IRS object ID
- 202402539349100505
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T09:10:18-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756003984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBLITZELLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBL | BusinessNameControlTxt |
| Phone | 2143730462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN H ROBBINS | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2143730462 | PhoneNum |
| Signature | 2024-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE CPA | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $158,010,784 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,581,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,581,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,588,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,273,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,588,761 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $80,862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,251,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,170,389 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $347,731 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,160 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $295,571 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $134,704 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,206 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $108,388 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,001 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,001 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $582,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $547,372 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,469 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $217,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,014 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,083 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $94,520 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,178 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $80,342 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,021 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,021 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,864 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,490,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $636,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $649,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,489,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,089,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,979,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $636,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,738,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,271,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,533,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,252 | CashBOYAmt |
| Cash EOY | $13,354 | CashEOYAmt |
| Cash EOYFMV | $13,354 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,072,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,658,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,658,868 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $346,920 | AcctRcvblAmt |
| Acct Rcvbl BOY | $263,046 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $346,920 | AcctRcvblEOYAmt |
| US Government Obligations BOY | $12,774,524 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,746,094 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,232,516 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $99,369,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,749,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,419,072 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,871,537 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,405,630 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,668,494 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $18,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,406,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,939,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $158,010,784 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,225,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,625,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,914,969 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,737,366 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,139,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,362,366 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $122,266,238 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $127,576,790 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,266,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,576,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,406,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,939,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,266,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,271,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,700 | OtherIncreasesAmt |
| Subtotal | $127,576,790 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,576,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $77,273,820 | GrossSalesPriceAmt |
| Cost Or Other Basis | $67,685,059 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,588,761 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,588,761 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,588,761 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $174,215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $174,215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $180,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,785 | OverpaymentAmt |
| Applied To ES Tax | $5,785 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HOBLITZELLE.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 2142091965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 19TH FL | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN L SHUFORD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JERE W THOMPSON JR | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KATHRYN H ROBBINS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PRESIDENT AND CEO | 40.00 | $269,578 | $40,443 | $0 |
| HOLLAND P GARY | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRIS T BAKER | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | EXECUTIVE ASSISTANT | 40.00 | $78,153 | $11,573 | $0 |
| CATHERINE M ROSE | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL PODOLSKY MD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL S RAWLINGS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA H NOVAKOV | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAFAEL M ANCHIA | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LIZZIE ROUTMAN | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830241 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752830241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENT-ADVISORY | ServiceTypeTxt |
| Compensation | $547,372 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $148,375,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,971,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,346,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,346,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,300,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,046,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,552,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,552,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,215 | TotalTaxAmt |
| Distributable Before Adj | $7,378,108 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,378,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,378,108 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,738,614 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,738,614 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,378,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $709,816 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $399,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,108,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,738,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,378,108 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $360,506 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,469,434 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $709,816 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $759,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $399,112 | ExcessFromYear1Amt |
| Excess From Current Year | $360,506 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN H ROBBINS PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE SUITE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143730462 | RecipientPhoneNum |
| Form And Info And Materials | IT IS PREFERRED THAT THE INITIAL APPROACH BE THROUGH A BRIEF NARRATIVE LETTER DESCRIBING THE PROJECT FOR WHICH FUNDS ARE ASKED, ITS JUSTIFICATION, THE COST BASED UPON RELIABLE ESTIMATES, THE AMOUNT ALREADY REALIZED OR ANTICIPATED, OTHER EXPECTED SOURCES OF FUNDING, AND THE AMOUNT TO BE REQUESTED (UNBOUND WITHOUT FOLDERS OR BINDERS). IF THE PROJECT FALLS WITHIN THE AREAS OF THE FOUNDATION'S INTERESTS, PURPOSES AND CURRENT FUNDING POLICIES, MORE DETAILED INFORMATION MAY BE REQUESTED. PLEASE INCLUDE A MAILING ADDRESS AND PHONE NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15TH, APRIL 15TH, AND AUGUST 15TH; THE NEXT BUSINESS DAY IF THESE DATES FALL ON A WEEKEND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO EDUCATIONAL, SCIENTIFIC, CULTURAL, AND OTHER CHARITABLE ORGANIZATIONS. NO GRANTS ARE MADE FOR RELIGIOUS PURPOSES OR TO INDIVIDUALS. NO GRANTS ARE MADE OUTSIDE THE STATE OF TEXAS. THE FOUNDATION'S MAIN GEOGRAPHICAL FOCUS IS THE DALLAS METROPLEX. UNDER THE PRESENT DAY POLICY OF THE DIRECTORS, CONTRIBUTIONS ARE NOT MADE TOWARD OPERATING BUDGETS, DEBT RETIREMENT, RESEARCH, MEDIA PRODUCTIONS OR PUBLICATIONS, SCHOLARSHIPS OR ENDOWMENTS. THE FOUNDATION MAKES NO LOANS. A FEW GRANTS IN THESE CATEGORIES HAVE BEEN MADE, BUT ARE INFREQUENT AND ARE INITIATED BY THE BOARD. BEFORE AN APPLICATION CAN BE CONSIDERED, PROOF IS REQUIRED THAT THE APPLICANT HAS AN EXEMPT CLASSIFICATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE APPLICANT IS CONSIDERED NOT A PRIVATE FOUNDATION" WITHIN THE MEANING OF CODE SECTION 509(A). AN APPLICANT MAY QUALIFY UNDER SECTION 170(C)(1) IF ITS REQUESTED GRANT IS SHOWN TO BE "FOR PUBLIC PURPOSES ONLY." | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGAPE CLINIC | |||||||
| 4104 JUNIUS STREET | DALLAS | TX | 75246 | PC | FOR UPDATED TECHNOLOGY. | $45,000 | |
| AGAPE RESOURCE AND ASSISTANCE CENTER INC | |||||||
| PO BOX 861664 | PLANO | TX | 75086 | PC | TOWARD A CAPITAL CAMPAIGN FOR AN INCLUSIVE, SCALED-RENT URBAN VILLAGE. | $30,000 | |
| BETTER TOGETHER FUND | |||||||
| 3000 PEGASUS PARK DR 930 | DALLAS | TX | 75247 | PC | FOR RENEWED COMMITMENT TO THE BETTER TOGETHER FUND. | $50,000 | |
| BIG BEND CONSERVANCY | |||||||
| PO BOX 200 | BIG BEND NATIONAL PARK | TX | 79834 | PC | GIFT IN HONOR OF JOHN TINDALL'S SERVICE AS HOBLITZELLE FOUNDATIONS PORTFOLIO MANAGER AT BANK OF AMERICA. | $2,500 | |
| BISHOP LYNCH HIGH SCHOOL | |||||||
| 9750 FERGUSON ROAD | DALLAS | TX | 75228 | PC | TOWARD A CAPITAL CAMPAIGN FOR CAMPUS IMPROVEMENTS | $100,000 | |
| BOYS AND GIRLS CLUBS OF GREATER DALLAS | |||||||
| 4816 WORTH STREET | DALLAS | TX | 75246 | PC | TOWARD SIGNIFICANT UPDATES TO THE OAK CLIFF CLUB. | $50,000 | |
| BRIDGE BREAST NETWORK | |||||||
| 4000 JUNIUS ST | DALLAS | TX | 75246 | PC | FOR UPGRADED CLIENT MANAGEMENT DATABASE. | $31,700 | |
| BUCKNER CHILDREN AND FAMILY SERVICES | |||||||
| 700 N PEARL STREET SUITE 1200 | DALLAS | TX | 75201 | PC | TOWARD TWO 12-PASSENGER VANS. | $50,000 | |
| CHILD POVERTY ACTION LAB (CPAL) | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | PC | TO DEVELOP OPEN-SOURCE DATA TOOLS. | $150,000 | |
| CHILDCAREGROUP | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 800 | DALLAS | TX | 75247 | PC | FOR UPDATED TECHNOLOGY. | $75,000 | |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | PC | TOWARD THE BUILDOUT OF A NUTRITION PHARMACY AT REDBIRD. | $100,000 | |
| DALLAS 24 HOUR CLUB | |||||||
| 4636 ROSS AVE | DALLAS | TX | 75204 | PC | FOR UPDATED TECHNOLOGY. | $20,000 | |
| DALLAS ARTS DISTRICT FOUNDATION | |||||||
| 750 N ST PAUL STREET SUITE 1630 | DALLAS | TX | 75201 | PC | TOWARD LANDSCAPE AND SCHEMATIC DESIGNS FOR SAFETY, CONNECTIVITY, AND ACCESSIBILITY IMPROVEMENTS ON PEARL AND FLORA STREETS. | $50,000 | |
| DALLAS FIREFIGHTER'S MUSEUM INC | |||||||
| 3801 PARRY AVENUE | DALLAS | TX | 75226 | PC | TOWARD A CAPITAL CAMPAIGN FOR SIGNIFICANT FACILITY AND EXHIBIT RENOVATIONS. | $150,000 | |
| DALLAS THEATER CENTER | |||||||
| 2400 FLORA ST | DALLAS | TX | 76201 | PC | TOWARD CAPITAL PRIORITIES WITHIN A FINANCIAL STABILIZATION CAMPAIGN. | $250,000 | |
| DALLAS ZOOLOGICAL SOCIETY | |||||||
| 650 S R L THORNTON FREEWAY | DALLAS | TX | 75203 | PC | TOWARD THE "WILD HORIZONS" CAPITAL CAMPAIGN. | $250,000 | |
| DEEP VELLUM PUBLISHING INC | |||||||
| 3000 COMMERCE ST | DALLAS | TX | 75226 | PC | TOWARD EXPANSION AND RENOVATION OF THEIR DEEP ELLUM BOOKSTORE. | $50,000 | |
| DELIVERFUND | |||||||
| 3000 PEGASUS PARK DRIVE SUITE | DALLAS | TX | 75247 | PC | FOR SPECIALIZED TECHNOLOGY TO COMBAT HUMAN TRAFFICKING ACTIVITY. | $45,000 | 708-05 |
| DWELL WITH DIGNITY | |||||||
| 1127 CONVEYOR LANE | DALLAS | TX | 75247 | PC | EMERGENCY GRANT TO HELP WITH HVAC REPLACEMENT AT THE THRIFT STORE. | $9,500 | |
| EQUEST | |||||||
| 811 PEMBERTON HILL RD BLDG 4 | DALLAS | TX | 75217 | PC | FOR INFRASTRUCTURE AND TECHNOLOGICAL IMPROVEMENTS. | $61,000 | |
| FAIR PARK FIRST | |||||||
| 3809 GRAND AVENUE | DALLAS | TX | 75210 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. | $400,000 | |
| FAMILY COMPASS | |||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | PC | FOR UPDATED TECHNOLOGY. | $50,000 | |
| FOREST FORWARD | |||||||
| 1918 MARTIN LUTHER KING JR BLVD | DALLAS | TX | 75215 | PC | TOWARD ADDITIONAL SUPPORT TOWARD THE RESTORATION OF THE FOREST THEATER. | $250,000 | |
| GENESIS WOMEN'S SHELTER AND SUPPORT | |||||||
| 2023 LUCAS DRIVE | DALLAS | TX | 75219 | PC | FOR RENOVATIONS TO THE EMERGENCY SHELTER. | $100,000 | |
| GREENHILL SCHOOL | |||||||
| 4141 SPRING VALLEY ROAD | ADDISON | TX | 75001 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW STEM AND INNOVATION CENTER. | $125,000 | |
| HOMEWARD BOUND INC | |||||||
| 2535 LONE STAR DR | DALLAS | TX | 75212 | PC | FOR RENOVATIONS AT THIS TREATMENT CENTER. | $70,000 | |
| INCARNATION PLACE | |||||||
| PO BOX 25323 | DALLAS | TX | 75225 | PC | TOWARD CREATING A FOOD PANTRY IN THE ROSELAND COMMUNITY. | $8,500 | |
| JEWISH FAMILY SERVICE OF GREATER DALLAS | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | PC | TO ESTABLISHED A NEW FEDERALLY QUALIFIED HEALTH CENTER (FQHC). | $250,000 | |
| JUNIOR LEAGUE OF DALLAS | |||||||
| 8003 INWOOD ROAD | DALLAS | TX | 75209 | PC | FOR UPDATED TECHNOLOGY. | $30,000 | |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE | |||||||
| 3003 SWISS AVENUE | DALLAS | TX | 75204 | PC | FOR TECHNOLOGY UPDATES. | $150,000 | |
| MEALS ON WHEELS NORTH CENTRAL TEXAS INC | |||||||
| 106 E KILPATRICK STREET | CLEBURNE | TX | 760311805 | PC | TOWARD BUILDING OF NEW DISTRIBUTION CENTER | $100,000 | |
| MEALS-ON-WHEELS INC OF TARRANT COUNTY | |||||||
| 5740 AIRPORT FREEWAY | FORT WORTH | TX | 76117 | PC | TOWARD A LARGE TECHNOLOGY UPDATE. | $50,000 | |
| MOMMIES IN NEED | |||||||
| 2904 FLOYD STREET | DALLAS | TX | 75204 | PC | FOR A SECOND LOCATION OF THIS DROP-IN CHILDCARE CENTER. | $75,000 | |
| MOTHERS' MILK BANK OF NORTH TEXAS | |||||||
| 7617 BENBROOK PARKWAY | FORT WORTH | TX | 76126 | PC | TOWARD NEW LAB EQUIPMENT. | $25,000 | |
| MY POSSIBILITIES | |||||||
| 3601 MAPLESHADE LANE | PLANO | TX | 75075 | PC | TOWARD EQUIPMENT FOR THE SOCIAL ENTERPRISE PRINT SHOP. | $100,000 | |
| NORTH TEXAS BUSINESS COUNCIL FOR THE ARTS | |||||||
| 8687 N CENTRAL EXPY SUITE 2131 | DALLAS | TX | 75224 | PC | TOWARD A NEW WEBSITE. | $33,750 | |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | PC | FOR A TRANSPORT VAN. | $70,000 | |
| OUR FRIENDS PLACE | |||||||
| 6500 GREENVILLE AVE SUITE 620 | DALLAS | TX | 75206 | PC | FOR KITCHEN RENOVATIONS AT THIS TRANSITIONAL LIVING CENTER. | $22,000 | |
| PHILANTHROPY SOUTHWEST | |||||||
| 3000 PEGASUS PARK DR SUITE 706 | DALLAS | TX | 75247 | PC | TOWARD CAPITAL ASPECTS OF A 75TH ANNIVERSARY CAMPAIGN. | $75,000 | |
| RECOVERY RESOURCE COUNCIL | |||||||
| 2700 AIRPORT FREEWAY | FORT WORTH | TX | 76111 | PC | TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES IN DALLAS. | $100,000 | |
| SAFEHAVEN OF TARRANT COUNTY | |||||||
| 1010 N CENTER STREET | ARLINGTON | TX | 76011 | PC | TOWARD CAPITAL NEEDS AND TECHNOLOGY. | $50,000 | |
| SAMMONS CENTER FOR THE ARTS | |||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | TOWARD THE COMMONWEALTH EXPANSION MASTERPLAN. | $100,000 | |
| SEARCH ONE RESCUE TEAM | |||||||
| 122 SUNSET CIRCLE | SHADY SHORES | TX | 75209 | PC | FOR SPECIALIZED EQUIPMENT TO ASSIST MISSING PERSON SEARCHES. | $20,000 | |
| SHARING LIFE | |||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | PC | TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES | $200,000 | |
| SHUMLA ARCHAEOLOGICAL RESEARCH AND EDUCATION CENTER | |||||||
| 5706 E MOCKINGBIRD LANE 115-363 | DALLAS | TX | 75206 | PC | FOR TECHNOLOGY AT THIS AGENCY THAT IS WORKING TO DOCUMENT ANCIENT CAVE ART. | $27,700 | |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION | |||||||
| 633 W DAVIS ST 227 | DALLAS | TX | 75208 | PC | FOR ADDITIONAL SUPPORT OF THE SOUTHERN GATEWAY DECK PARK. | $500,000 | |
| SOUTHWESTERN MEDICAL FOUNDATION KARL AND ESTHER HOBLITZELLE FUND | |||||||
| 3889 MAPLE AVE 100 | DALLAS | TX | 75219 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. | $250,000 | |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | PC | TOWARD A CAPITAL CAMPAIGN TO REPLACE ATHLETIC FACILITIES DAMAGED DURING THE 2019 TORNADO. | $200,000 | |
| TEACH FOR AMERICA - DALLASFT WORTH | |||||||
| 600 N PEARL STREET SUITE 2300 | DALLAS | TX | 75201 | PC | TOWARD CAPITAL ASPECTS OF AN OFFICE MOVE. | $50,000 | |
| TEXAS CENSUS INSTITUTE | |||||||
| 1227 N VALLEY MILLS DR SUITE 235 | WACO | TX | 75218 | PC | FOR ADMINISTRATIVE SOFTWARE. | $35,000 | |
| TEXAS HEALTH RESOURCES | |||||||
| 612 E LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE THE MARGOT PEROT CENTER AT TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS. | $250,000 | |
| THE COMMIT PARTNERSHIP | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | PC | FOR THEIR HIGHER EDUCATION AND WORKFORCE DATA DASHBOARD | $125,000 | |
| THE CONCILIO | |||||||
| 400 S ZANG BLVD 300 | DALLAS | TX | 75208 | PC | TOWARD A TECHNOLOGY OVERHAUL. | $125,000 | |
| THE HOCKDAY SCHOOL | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | PC | TOWARD A CAPITAL CAMPAIGN FOR CAMPUS IMPROVEMENTS | $125,000 | |
| THE KESSLER SCHOOL | |||||||
| 1215 TURNER AVENUE | DALLAS | TX | 75236 | PC | TOWARD A CAPITAL CAMPAIGN FOR NEW FACILITIES. | $100,000 | |
| THE SALVATION ARMY OF NORTH TEXAS | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES | $250,000 | |
| TRANSITION RESOURCE ACTION CENTER (TRAC) | |||||||
| 3108 LIVE OAK STREET | DALLAS | TX | 75204 | PC | FOR CAPITAL ASPECTS OF ESTABLISHING TRAC AS A STANDALONE NONPROFIT. | $50,000 | |
| UNIVERSITY OF DALLAS | |||||||
| 1845 E NORTHGATE DRIVE | IRVING | TX | 750624736 | PC | TOWARD A VIRTUAL ANATOMY AND PHYSIOLOGY LABORATORY | $75,000 | |
| UNIVERSITY OF TEXAS - RANSOM CENTER | |||||||
| 300 W 21ST STREET | AUSTIN | TX | 78712 | PC | TOWARD THE PURCHASE OF THE ETHEL WATERS COLLECTION. | $200,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE FOUNDATION | AUSTIN | TX | 78759 | PC | TOWARD A CAPITAL CAMPAIGN FOR UT ARLINGTON'S SCHOOL OF SOCIAL WORK AND SMART HOSPITAL ACADEMIC BUILDING. | $100,000 | SUITE 150 |
| WACO FAMILY MEDICINE FOUNDATION | |||||||
| 1600 PROVIDENCE DRIVE | WACO | TX | 76706 | PC | TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES. | $125,000 | |
| WASHINGTON ON THE BRAZOS HISTORICAL FOUNDATION | |||||||
| PO BOX 1 | WASHINGTON | TX | 77880 | PC | TOWARD THE "WHERE TEXAS BECAME TEXAS" CAPITAL CAMPAIGN. | $125,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| 10021A GARLAND ROAD | DALLAS | TX | 75218 | PC | GIFT IN HONOR OF JOHN TINDALL'S SERVICE AS HOBLITZELLE FOUNDATIONS PORTFOLIO MANAGER AT BANK OF AMERICA. | $2,500 | |
| WOMEN IN NEED OF GENEROUS SUPPORT (WINGS) | |||||||
| 4201 SPRING VALLEY RD SUITE 1400 | DALLAS | TX | 75244 | PC | TOWARD CAPITAL ASPECTS OF A REBRAND AND TECHNOLOGY UPDATE. | $100,000 | |
| YMCA OF METROPOLITAN DALLAS | |||||||
| 601 N AKARD STREET | DALLAS | TX | 75201 | PC | TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,089,150 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BETTER TOGETHER FUND | |||||||
| 3000 PEGASUS PARK DR 930 | DALLAS | TX | 75247 | PC | FOR RENEWED COMMITMENT TO THE BETTER TOGETHER FUND. | $50,000 | |
| DALLAS EDUCATION FOUNDATION | |||||||
| 9400 NORTH CENTRAL EXPY SUITE 1310 | DALLAS | TX | 75231 | PC | FOR A MOBILE CAREER EXPLORATION TRAILER. | $100,000 | MAILBOX 19 |
| DALLAS ZOOLOGICAL SOCIETY | |||||||
| 650 S R L THORNTON FREEWAY | DALLAS | TX | 75203 | PC | TOWARD THE "WILD HORIZONS" CAPITAL CAMPAIGN. | $750,000 | |
| FAIR PARK FIRST | |||||||
| 3809 GRAND AVENUE | DALLAS | TX | 75210 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. | $800,000 | |
| FOREST FORWARD | |||||||
| 1918 MARTIN LUTHER KING JR BLVD | DALLAS | TX | 75215 | PC | TOWARD ADDITIONAL SUPPORT TOWARD THE RESTORATION OF THE FOREST THEATER. | $250,000 | |
| GREENHILL SCHOOL | |||||||
| 4141 SPRING VALLEY ROAD | ADDISON | TX | 75001 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW STEM AND INNOVATION CENTER. | $125,000 | |
| MOSAIC FAMILY SERVICES | |||||||
| 12225 GREENVILLE AVENUE SUITE 800 | DALLAS | TX | 75243 | PC | TOWARD OFFICE RENOVATIONS. | $50,000 | |
| SOUTHWESTERN MEDICAL FOUNDATION KARL AND ESTHER HOBLITZELLE FUND | |||||||
| 3889 MAPLE AVE 100 | DALLAS | TX | 75219 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. | $250,000 | |
| THE SALVATION ARMY OF NORTH TEXAS | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES | $500,000 | |
| WACO FAMILY MEDICINE FOUNDATION | |||||||
| 1600 PROVIDENCE DRIVE | WACO | TX | 76706 | PC | TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES. | $125,000 | |
| WASHINGTON ON THE BRAZOS HISTORICAL FOUNDATION | |||||||
| PO BOX 1 | WASHINGTON | TX | 77880 | PC | TOWARD THE "WHERE TEXAS BECAME TEXAS" CAPITAL CAMPAIGN. | $125,000 | |
| YMCA OF METROPOLITAN DALLAS | |||||||
| 601 N AKARD STREET | DALLAS | TX | 75201 | PC | TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,625,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,581,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,588,761 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $80,862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,251,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,251,251 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $26,405,630 | EOYBookValueAmt |
| EOYFMV | $25,668,494 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $79,749,810 | EOYBookValueAmt |
| EOYFMV | $106,419,072 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $20,746,094 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $20,232,516 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,001 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,001 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILVER COLLECTION - ESTHER HOBLITZELLE | $500 | $500 | $500 |
| PAINTINGS & ART OBJECTS | $16,500 | $16,500 | $16,500 |
| CAVALCADE OF TEXAS FILM | $1,479 | $1,479 | $1,479 |
| OTHER ASSETS | $1 | $1 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $45,864 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,864 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $80,862 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $80,862 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $38,700 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED PENSION OBLIGATION | Desc |
| BOY Book Value | $1,914,969 | BOYBookValueAmt |
| EOY Book Value | $1,737,366 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $547,372 | $547,372 | $0 |
| OTHER PROFESSIONAL FEES | $35,469 | $0 | $35,469 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $20,097 | $3,014 | $17,083 |
| FEDERAL EXCISE TAXES | $197,745 | $0 | $0 |