2024-09-09T09:10:18-05:00 2024-04-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990PF 2023-05-01 756003984 HOBLITZELLE FOUNDATION HOBL 2143730462 5556 CARUTH HAVEN LANE 200 DALLAS TX 75225 KATHRYN H ROBBINS PRESIDENT AND CEO 2143730462 2024-09-06 1 0 KEVIN WARNEKE CPA P01294950 2148717500 2023 2024-08-08 14:25:15Z X 158010784 X X 3581628 3581628 9588761 77273820 9588761 80862 0 13251251 13170389 347731 52160 295571 134704 20206 108388 3001 0 3001 33725 0 33725 582841 547372 35469 217842 3014 17083 94520 14178 80342 30021 0 30021 45864 0 45864 1490249 636930 649464 6489150 7089150 7979399 636930 7738614 5271852 12533459 36252 13354 13354 6072464 5658868 5658868 346920 263046 346920 12774524 20746094 20232516 99369904 79749810 106419072 9871537 26405630 25668494 44754 44754 18480 18480 18480 128406207 132939156 158010784 4225000 3625000 1914969 1737366 6139969 5362366 X 122266238 127576790 122266238 127576790 128406207 132939156 122266238 5271852 38700 127576790 0 127576790 PUBLICLY TRADED SECURITIES P 77273820 67685059 9588761 9588761 9588761 174215 0 174215 0 174215 180000 0 0 0 180000 0 5785 5785 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.HOBLITZELLE.ORG BANK OF AMERICA NA 2142091965 901 MAIN ST 19TH FL DALLAS TX 752023714 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 269578 40443 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 78153 11573 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 NONE 0 BANK OF AMERICA NA PO BOX 830241 DALLAS TX 752830241 AGENT-ADVISORY 547372 0 0 148375663 4971006 0 153346669 0 0 153346669 2300200 151046469 7552323 7552323 174215 174215 7378108 0 7378108 0 7378108 7738614 0 7738614 7378108 0 0 709816 399112 1108928 7738614 0 0 0 7378108 360506 0 0 1469434 0 0 0 0 0 0 709816 759618 399112 360506 KATHRYN H ROBBINS PRESIDENT CEO 5556 CARUTH HAVEN LANE SUITE 200 DALLAS TX 75225 2143730462 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. DECEMBER 15TH, APRIL 15TH, AND AUGUST 15TH; THE NEXT BUSINESS DAY IF THESE DATES FALL ON A WEEKEND. 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." AGAPE CLINIC 4104 JUNIUS STREET DALLAS TX 75246 PC FOR UPDATED TECHNOLOGY. 45000 AGAPE RESOURCE AND ASSISTANCE CENTER INC PO BOX 861664 PLANO TX 75086 PC TOWARD A CAPITAL CAMPAIGN FOR AN INCLUSIVE, SCALED-RENT URBAN VILLAGE. 30000 BETTER TOGETHER FUND 3000 PEGASUS PARK DR 930 DALLAS TX 75247 PC FOR RENEWED COMMITMENT TO THE BETTER TOGETHER FUND. 50000 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. 2500 BISHOP LYNCH HIGH SCHOOL 9750 FERGUSON ROAD DALLAS TX 75228 PC TOWARD A CAPITAL CAMPAIGN FOR CAMPUS IMPROVEMENTS 100000 BOYS AND GIRLS CLUBS OF GREATER DALLAS 4816 WORTH STREET DALLAS TX 75246 PC TOWARD SIGNIFICANT UPDATES TO THE OAK CLIFF CLUB. 50000 BRIDGE BREAST NETWORK 4000 JUNIUS ST DALLAS TX 75246 PC FOR UPGRADED CLIENT MANAGEMENT DATABASE. 31700 BUCKNER CHILDREN AND FAMILY SERVICES 700 N PEARL STREET SUITE 1200 DALLAS TX 75201 PC TOWARD TWO 12-PASSENGER 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75219 PC FOR RENOVATIONS TO THE EMERGENCY SHELTER. 100000 GREENHILL SCHOOL 4141 SPRING VALLEY ROAD ADDISON TX 75001 PC TOWARD A CAPITAL CAMPAIGN FOR A NEW STEM AND INNOVATION CENTER. 125000 HOMEWARD BOUND INC 2535 LONE STAR DR DALLAS TX 75212 PC FOR RENOVATIONS AT THIS TREATMENT CENTER. 70000 INCARNATION PLACE PO BOX 25323 DALLAS TX 75225 PC TOWARD CREATING A FOOD PANTRY IN THE ROSELAND COMMUNITY. 8500 JEWISH FAMILY SERVICE OF GREATER DALLAS 5402 ARAPAHO ROAD DALLAS TX 75248 PC TO ESTABLISHED A NEW FEDERALLY QUALIFIED HEALTH CENTER (FQHC). 250000 JUNIOR LEAGUE OF DALLAS 8003 INWOOD ROAD DALLAS TX 75209 PC FOR UPDATED TECHNOLOGY. 30000 MEADOWS MENTAL HEALTH POLICY INSTITUTE 3003 SWISS AVENUE DALLAS TX 75204 PC FOR TECHNOLOGY UPDATES. 150000 MEALS ON WHEELS NORTH CENTRAL TEXAS INC 106 E KILPATRICK STREET CLEBURNE TX 760311805 PC TOWARD BUILDING OF NEW DISTRIBUTION CENTER 100000 MEALS-ON-WHEELS INC OF TARRANT COUNTY 5740 AIRPORT FREEWAY FORT WORTH TX 76117 PC TOWARD A LARGE TECHNOLOGY UPDATE. 50000 MOMMIES IN NEED 2904 FLOYD STREET DALLAS TX 75204 PC FOR A SECOND LOCATION OF THIS DROP-IN CHILDCARE CENTER. 75000 MOTHERS' MILK BANK OF NORTH TEXAS 7617 BENBROOK PARKWAY FORT WORTH TX 76126 PC TOWARD NEW LAB EQUIPMENT. 25000 MY POSSIBILITIES 3601 MAPLESHADE LANE PLANO TX 75075 PC TOWARD EQUIPMENT FOR THE SOCIAL ENTERPRISE PRINT SHOP. 100000 NORTH TEXAS BUSINESS COUNCIL FOR THE ARTS 8687 N CENTRAL EXPY SUITE 2131 DALLAS TX 75224 PC TOWARD A NEW WEBSITE. 33750 OPERATION KINDNESS 3201 EARHART DRIVE CARROLLTON TX 75006 PC FOR A TRANSPORT VAN. 70000 OUR FRIENDS PLACE 6500 GREENVILLE AVE SUITE 620 DALLAS TX 75206 PC FOR KITCHEN RENOVATIONS AT THIS TRANSITIONAL LIVING CENTER. 22000 PHILANTHROPY SOUTHWEST 3000 PEGASUS PARK DR SUITE 706 DALLAS TX 75247 PC TOWARD CAPITAL ASPECTS OF A 75TH ANNIVERSARY CAMPAIGN. 75000 RECOVERY RESOURCE COUNCIL 2700 AIRPORT FREEWAY FORT WORTH TX 76111 PC TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES IN DALLAS. 100000 SAFEHAVEN OF TARRANT COUNTY 1010 N CENTER STREET ARLINGTON TX 76011 PC TOWARD CAPITAL NEEDS AND TECHNOLOGY. 50000 SAMMONS CENTER FOR THE ARTS 3630 HARRY HINES BLVD DALLAS TX 75219 PC TOWARD THE COMMONWEALTH EXPANSION MASTERPLAN. 100000 SEARCH ONE RESCUE TEAM 122 SUNSET CIRCLE SHADY SHORES TX 75209 PC FOR SPECIALIZED EQUIPMENT TO ASSIST MISSING PERSON SEARCHES. 20000 SHARING LIFE 3544 E EMPORIUM CIRCLE MESQUITE TX 75150 PC TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES 200000 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. 27700 SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION 633 W DAVIS ST 227 DALLAS TX 75208 PC FOR ADDITIONAL SUPPORT OF THE SOUTHERN GATEWAY DECK PARK. 500000 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. 250000 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. 200000 TEACH FOR AMERICA - DALLASFT WORTH 600 N PEARL STREET SUITE 2300 DALLAS TX 75201 PC TOWARD CAPITAL ASPECTS OF AN OFFICE MOVE. 50000 TEXAS CENSUS INSTITUTE 1227 N VALLEY MILLS DR SUITE 235 WACO TX 75218 PC FOR ADMINISTRATIVE SOFTWARE. 35000 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. 250000 THE COMMIT PARTNERSHIP 3000 PEGASUS PARK DRIVE SUITE 900 DALLAS TX 75247 PC FOR THEIR HIGHER EDUCATION AND WORKFORCE DATA DASHBOARD 125000 THE CONCILIO 400 S ZANG BLVD 300 DALLAS TX 75208 PC TOWARD A TECHNOLOGY OVERHAUL. 125000 THE HOCKDAY SCHOOL 11600 WELCH ROAD DALLAS TX 75229 PC TOWARD A CAPITAL CAMPAIGN FOR CAMPUS IMPROVEMENTS 125000 THE KESSLER SCHOOL 1215 TURNER AVENUE DALLAS TX 75236 PC TOWARD A CAPITAL CAMPAIGN FOR NEW FACILITIES. 100000 THE SALVATION ARMY OF NORTH TEXAS PO BOX 36006 DALLAS TX 75235 PC TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES 250000 TRANSITION RESOURCE ACTION CENTER (TRAC) 3108 LIVE OAK STREET DALLAS TX 75204 PC FOR CAPITAL ASPECTS OF ESTABLISHING TRAC AS A STANDALONE NONPROFIT. 50000 UNIVERSITY OF DALLAS 1845 E NORTHGATE DRIVE IRVING TX 750624736 PC TOWARD A VIRTUAL ANATOMY AND PHYSIOLOGY LABORATORY 75000 UNIVERSITY OF TEXAS - RANSOM CENTER 300 W 21ST STREET AUSTIN TX 78712 PC TOWARD THE PURCHASE OF THE ETHEL WATERS COLLECTION. 200000 UNIVERSITY OF TEXAS FOUNDATION 9011 MOUNTAIN RIDGE FOUNDATION SUITE 150 AUSTIN TX 78759 PC TOWARD A CAPITAL CAMPAIGN FOR UT ARLINGTON'S SCHOOL OF SOCIAL WORK AND SMART HOSPITAL ACADEMIC BUILDING. 100000 WACO FAMILY MEDICINE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76706 PC TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES. 125000 WASHINGTON ON THE BRAZOS HISTORICAL FOUNDATION PO BOX 1 WASHINGTON TX 77880 PC TOWARD THE "WHERE TEXAS BECAME TEXAS" CAPITAL CAMPAIGN. 125000 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. 2500 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. 100000 YMCA OF METROPOLITAN DALLAS 601 N AKARD STREET DALLAS TX 75201 PC TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. 250000 7089150 BETTER TOGETHER FUND 3000 PEGASUS PARK DR 930 DALLAS TX 75247 PC FOR RENEWED COMMITMENT TO THE BETTER TOGETHER FUND. 50000 DALLAS EDUCATION FOUNDATION 9400 NORTH CENTRAL EXPY SUITE 1310 MAILBOX 19 DALLAS TX 75231 PC FOR A MOBILE CAREER EXPLORATION TRAILER. 100000 DALLAS ZOOLOGICAL SOCIETY 650 S R L THORNTON FREEWAY DALLAS TX 75203 PC TOWARD THE "WILD HORIZONS" CAPITAL CAMPAIGN. 750000 FAIR PARK FIRST 3809 GRAND AVENUE DALLAS TX 75210 PC TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. 800000 FOREST FORWARD 1918 MARTIN LUTHER KING JR BLVD DALLAS TX 75215 PC TOWARD ADDITIONAL SUPPORT TOWARD THE RESTORATION OF THE FOREST THEATER. 250000 GREENHILL SCHOOL 4141 SPRING VALLEY ROAD ADDISON TX 75001 PC TOWARD A CAPITAL CAMPAIGN FOR A NEW STEM AND INNOVATION CENTER. 125000 MOSAIC FAMILY SERVICES 12225 GREENVILLE AVENUE SUITE 800 DALLAS TX 75243 PC TOWARD OFFICE RENOVATIONS. 50000 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. 250000 THE SALVATION ARMY OF NORTH TEXAS PO BOX 36006 DALLAS TX 75235 PC TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES 500000 WACO FAMILY MEDICINE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76706 PC TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES. 125000 WASHINGTON ON THE BRAZOS HISTORICAL FOUNDATION PO BOX 1 WASHINGTON TX 77880 PC TOWARD THE "WHERE TEXAS BECAME TEXAS" CAPITAL CAMPAIGN. 125000 YMCA OF METROPOLITAN DALLAS 601 N AKARD STREET DALLAS TX 75201 PC TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. 500000 3625000 14 3581628 18 9588761 OTHER INCOME 01 80862 0 13251251 0 13251251 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 33725 0 33725 CORPORATE BONDS 26405630 25668494 CORPORATE STOCKS 79749810 106419072 20746094 20232516 0 0 LEGAL FEES 3001 0 3001 SILVER COLLECTION - ESTHER HOBLITZELLE 500 500 500 PAINTINGS & ART OBJECTS 16500 16500 16500 CAVALCADE OF TEXAS FILM 1479 1479 1479 OTHER ASSETS 1 1 1 OFFICE EXPENSES 45864 0 45864 OTHER INCOME 80862 80862 UNREALIZED GAINS/LOSSES 38700 UNFUNDED PENSION OBLIGATION 1914969 1737366 INVESTMENT MGMT FEES 547372 547372 0 OTHER PROFESSIONAL FEES 35469 0 35469 PAYROLL TAXES 20097 3014 17083 FEDERAL EXCISE TAXES 197745 0 0