MARILYN BRACHMAN HOFFMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARILYN BRACHMAN HOFFMAN FOUNDATION (EIN 75-2761459)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-11
- IRS object ID
- 202541929349100809
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-11T10:54:19+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752761459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Marilyn Brachman Hoffman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 8179151597 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3949 Stonehenge Road | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennis Opitz | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8179151597 | PhoneNum |
| Signature | 2025-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $79,204,638 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,477,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,447,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,080,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,435,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,067,574 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $327,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $152,307 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,885,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,667,664 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $629,634 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,248 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $558,135 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,800 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $255 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,536 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,276 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $741 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,431 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,023 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,061 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,397 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $521,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $205,041 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $308,857 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,488 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,988 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17,674 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $3,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $68 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,330 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $39,982 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,566 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,327 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $431 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $431 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,506,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $372,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $987,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,121,518 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,121,518 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,627,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $372,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,109,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $258,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,295,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,197 | CashBOYAmt |
| Cash EOY | $99,098 | CashEOYAmt |
| Cash EOYFMV | $99,098 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $330,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $887,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $887,861 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,513,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,343,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,075,967 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,026,071 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,741,591 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,641,996 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,497,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,578,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,578,737 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,247 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $34,552 | LandBOYAmt |
| Land EOY | $44,247 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $1,097,273 | OtherAssetsBOYAmt |
| Other Assets EOY | $874,087 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $920,979 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,530,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,569,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,204,638 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,858 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $682 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $682 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,528,828 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $47,568,457 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,528,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,568,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,530,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,569,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,528,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $258,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,787,129 | SubtotalAmt |
| Other Decreases | $218,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,568,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| BOA Short Term | P | 2024-01-01 | 2024-12-31 | $5,572,381 | $5,680,809 | -$108,428 | $0 | -$108,428 |
| BOA Long Term | P | 2023-01-01 | 2024-12-31 | $12,863,584 | $10,778,487 | $2,085,097 | $0 | $2,085,097 |
| BOA Capital Gain Distribution | P | 2023-01-01 | 2024-12-31 | $51,275 | $0 | $51,275 | $0 | $51,275 |
| BOA Section 897 Capital Gain | P | 2023-01-01 | 2024-12-31 | $2,163 | $0 | $2,163 | $0 | $2,163 |
| KKR Infrastructure Conglomerate LLC Share of Long-Term Capital Gain | P | 2023-01-01 | 2024-12-31 | $37,467 | $0 | $37,467 | $0 | $37,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,067,574 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,197 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $38,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $78,197 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $32,362 | OverpaymentAmt |
| Applied To ES Tax | $32,362 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | mbhoffman.org | WebsiteAddressTxt |
| Individual With Books | Dennis Opitz | IndividualWithBooksNm |
| Phone | 8179151597 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3949 Stonehenge Road | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Thomas Cantrill | ||||||||
| 1445 Ross Avenue Ste 3700 | Dallas | TX | 752022799 | Director/President | 3.000 | $111,750 | $0 | |
| Dennis R Opitz | ||||||||
| 3949 Stonehenge Road | Fort Worth | TX | 76109 | Director/Vice President/Treasurer | 9.000 | $145,062 | $0 | |
| Mary Jalonick | ||||||||
| 6335 W Northwest Hwy 1712 | Dallas | TX | 75225 | Director/Vice President/Secretary | 7.000 | $106,200 | $0 | |
| Nancy Jones | ||||||||
| 1816 Hillcrest Street | Fort Worth | TX | 76107 | Director/Vice President | 8.000 | $108,450 | $0 | |
| Tatjana Walker | ||||||||
| 1445 Ross Avenue | Dallas | TX | 75202 | Executive Director | 41.000 | $188,300 | $12,800 | Ste 3700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rustic Farmhouse Productions | |||||||||||
| 15210 Pacific Ave | Suite 315 | White Rock | B.C. | CA | V4B5L2 | Consulting Services | $98,688 | ||||
| David Kattari | |||||||||||
| Contract Services | $51,540 | 2702 Richard Avenue | Cayucos | CA | 93430 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $74,433,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,004,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,026,350 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,465,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $76,465,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,146,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,318,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,765,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,765,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,808 | TotalTaxAmt |
| Distributable Before Adj | $3,720,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,720,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,720,097 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,109,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,109,212 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,720,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,091,887 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,109,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,091,887 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,017,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,702,772 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Lung Association | |||||||
| 55 W Wacker Drive | Chicago | IL | 60601 | None | PC | General Funding | $108,900 |
| Anti-Defamation League Texoma Division | |||||||
| 5720 LBJ Freeway Suite 590 | Dallas | TX | 75240 | None | PC | General Funding | $30,000 |
| City of Fort Worth Park & Recreation Department | |||||||
| 4200 S Freeway Suite 2200 | Fort Worth | TX | 76115 | None | GOV | Plant trees in parks | $18,240 |
| Fort Worth Report | |||||||
| 2003 8th Avenue 300 | Fort Worth | TX | 76110 | None | PC | General Funding | $102,116 |
| Friends of Fort Worth Nature Center | |||||||
| P O Box 471486 | Fort Worth | TX | 76147 | None | PC | General Funding | $110,000 |
| Hayward Institute | |||||||
| P O Box 2466 | Providence | RI | 02906 | None | PC | General Funding | $33,000 |
| International Medical Corps | |||||||
| 12400 Wilshire Blvd Suite 1500 | Los Angeles | CA | 90025 | None | PC | General Funding | $30,000 |
| Massuchusetts Institute of Technology | |||||||
| 77 Massuchusetts Avenue | Cambridge | MA | 02139 | None | PC | Scientific Research | $400,000 |
| North Texas Community Foundation | |||||||
| 777 Main Street Suite 2850 | Fort Worth | TX | 76102 | None | PC | provide 12 months of support to Restoration Center for its emergency rent and utility assistance program | $120,500 |
| Presbyterian Night Shelter | |||||||
| 2400 Cypress Street | Fort Worth | TX | 76102 | None | PC | General Funding | $200,000 |
| Restoration Center | |||||||
| P O Box 121926 | Fort Worth | TX | 76121 | None | PC | General funding, annual toy drive, and to provide emergency housing and utilities assistance to individuals and families | $32,565 |
| Tarrant Area Food Bank | |||||||
| 2525 Cullen Street | Fort Worth | TX | 76107 | None | PC | General Funding | $50,000 |
| Parks and Wildlife Foundation of Texas | |||||||
| 2914 Swiss Avenue | Dallas | TX | 75247 | None | PC | General Funding | $250,000 |
| Texas Trees Foundation | |||||||
| 3000 Pegasus Park Drive Suite 740 | Dallas | TX | 75247 | None | PC | General Funding | $25,000 |
| Unbound Now | |||||||
| 5049 Trail Lake Drive | Fort Worth | TX | 76133 | None | PC | General Funding | $10,000 |
| University of Southern California | |||||||
| 3702 S Flower Street 3rd Floor | Los Angeles | CA | 900890701 | None | GOV | General Funding | $187,525 |
| The University of Texas Health Science Center at San Antonio | |||||||
| 7701 Floyd Curl Drive | San Antonio | TX | 78229 | None | GOV | Scientific Research | $38,672 |
| We the Veterans | |||||||
| 3511 Southeast J Street Suite 9 | Bentonville | AR | 72712 | None | PC | General Funding | $40,000 |
| North Texas Community Foundation | |||||||
| 777 Main Street Suite 2850 | Fort Worth | TX | 76102 | None | PC | General Funding | $335,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,121,518 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,477,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,080,356 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Other Income | 14 | $34,473 | ||
| Mineral Interests | 15 | $117,834 | 211110 | $175,409 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $175,409 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,710,460 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,885,869 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $69,023 | Amt |
| Net Investment Income | $31,061 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,397 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Tangible Equipment | PropertyDesc |
| Acquired | 2021-03-31 | AcquiredDt |
| Computation Method | Straight Line | ComputationMethodTxt |
| Life | 7.0 | LifeRt |
| Net Investment Income | $17,674 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| The Marilyn Brachman Hoffman Foundation | |||||||
| BOA Short Term | 2024-01 | P | 2024-12 | $5,572,381 | $5,680,809 | FMV | -$108,428 |
| The Marilyn Brachman Hoffman Foundation | |||||||
| BOA Long Term | 2023-01 | P | 2024-12 | $12,855,751 | $10,778,488 | FMV | $2,077,263 |
| The Marilyn Brachman Hoffman Foundation | |||||||
| BOA Capital Gain Distribution | 2023-01 | P | 2024-12 | $51,275 | $0 | FMV | $51,275 |
| The Marilyn Brachman Hoffman Foundation | |||||||
| BOA Section 897 Capital Gain | 2023-01 | P | 2024-12 | $2,163 | $0 | FMV | $2,163 |
| The Marilyn Brachman Hoffman Foundation | |||||||
| KKR Infrastructure Conglomerate LLC Share of Long-Term Capital Gain | 2023-01 | P | 2024-12 | $58,083 | $0 | FMV | $58,083 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOA Fixed Income | BondNm |
| EOY Book Value | $14,741,591 | EOYBookValueAmt |
| EOYFMV | $14,641,996 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA Equities | $24,481,933 | $55,932,766 |
| BOA Hedge Funds | $841,344 | $1,018,498 |
| BOA Private Equity | $1,571,708 | $1,699,760 |
| BOA Real Estate | $1,988,257 | $2,018,191 |
| BOA Tangible Assets | $460,276 | $406,752 |
| BOA Cash/Currency | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Brookfield Property Preferred LP | AT COST | $2,000 | $2,000 |
| Investment in KKR Infrastructure Conglomerate LLC | AT COST | $1,576,737 | $1,576,737 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $44,247 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $44,247 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $21,276 | LegalFeesAmt |
| Net Investment Income | $741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,431 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mineral Properties | Desc |
| BOY Book Value | $1,097,273 | BOYBookValueAmt |
| EOY Book Value | $874,087 | EOYBookValueAmt |
| EOYFMV | $920,979 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Change in Carrying Value of Mineral Properties | $165,104 |
| Permanent Timing Differences | $53,568 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Website Expenses | $505 | $505 | |
| Office Supplies | $6,853 | $6,712 | $137 |
| Computer Software & Supplies | $11,983 | $10,991 | $695 |
| Dues & Subscriptions | $6,875 | $6,187 | $688 |
| Other Investment Expenses | $9,482 | $9,482 | |
| Other Expenses | $1,855 | $1,855 | |
| Oil & Gas Expenses | $125,794 | $14,476 | |
| Insurance | $1,040 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MBHF Minerals LLC | $117,834 | $117,834 |
| Other Investment Income | $34,473 | $34,473 |
| Other Oil & Gas Income | $175,409 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Liabilities | Desc |
| BOY Book Value | $1,858 | BOYBookValueAmt |
| EOY Book Value | $682 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $212,772 | $205,041 | |
| Professional Fees | $308,857 | $308,857 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Expense | $26,988 | $26,988 |
| Federal Tax Expense | $16,500 |