2025-07-11T10:54:19+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990PF 2024-01-01 752761459 The Marilyn Brachman Hoffman Foundation MARI 8179151597 3949 Stonehenge Road Fort Worth TX 76109 Dennis Opitz Director 8179151597 2025-07-11 true Jeanette Verrelli P00742631 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z X 79204638 X X 1477797 1447783 2080356 18435966 2067574 0 0 0 327716 152307 0 3885869 3667664 0 629634 62248 558135 12800 255 12536 21276 741 0 19431 69023 31061 0 21397 521629 205041 0 308857 43488 26988 0 0 0 17674 0 3400 68 3330 39982 2566 37327 431 431 164387 25478 0 26250 1506050 372120 0 987694 2121518 2121518 3627568 372120 0 3109212 258301 3295544 0 31197 99098 99098 330783 887861 887861 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 31513631 29343518 61075967 13026071 14741591 14641996 0 0 0 0 1497179 1578737 1578737 44247 0 34552 44247 0 1097273 874087 920979 47530686 47569139 79204638 0 0 0 0 1858 682 1858 682 X 47528828 47568457 47528828 47568457 47530686 47569139 47528828 258301 0 47787129 218672 47568457 BOA Short Term P 2024-01-01 2024-12-31 5572381 5680809 -108428 0 -108428 BOA Long Term P 2023-01-01 2024-12-31 12863584 10778487 2085097 0 2085097 BOA Capital Gain Distribution P 2023-01-01 2024-12-31 51275 0 51275 0 51275 BOA Section 897 Capital Gain P 2023-01-01 2024-12-31 2163 0 2163 0 2163 KKR Infrastructure Conglomerate LLC Share of Long-Term Capital Gain P 2023-01-01 2024-12-31 37467 0 37467 0 37467 2067574 45808 0 45808 0 45808 40197 0 38000 78197 X 27 32362 32362 0 false false false 0 0 0 false false true true false true true TX true false false false false true mbhoffman.org Dennis Opitz 8179151597 3949 Stonehenge Road Fort Worth TX 76109 false false false false true false false false false false false false false false false false false false false false false false Thomas Cantrill 1445 Ross Avenue Ste 3700 Dallas TX 752022799 Director/President 3.000 111750 0 Dennis R Opitz 3949 Stonehenge Road Fort Worth TX 76109 Director/Vice President/Treasurer 9.000 145062 0 Mary Jalonick 6335 W Northwest Hwy 1712 Dallas TX 75225 Director/Vice President/Secretary 7.000 106200 0 Nancy Jones 1816 Hillcrest Street Fort Worth TX 76107 Director/Vice President 8.000 108450 0 Tatjana Walker 1445 Ross Avenue Ste 3700 Dallas TX 75202 Executive Director 41.000 188300 12800 5 Rustic Farmhouse Productions 15210 Pacific Ave Suite 315 White Rock B.C. CA V4B5L2 Consulting Services 98688 David Kattari 2702 Richard Avenue Cayucos CA 93430 Contract Services 51540 2 0 74433833 1004885 1026350 76465068 0 76465068 1146976 75318092 3765905 3765905 45808 45808 3720097 3720097 3720097 3109212 0 0 3109212 3720097 2091887 0 0 3109212 2091887 0 0 1017325 0 0 0 0 0 0 0 2702772 0 0 0 0 0 0 0 0 X American Lung Association 55 W Wacker Drive Chicago IL 60601 None PC General Funding 108900 Anti-Defamation League Texoma Division 5720 LBJ Freeway Suite 590 Dallas TX 75240 None PC General Funding 30000 City of Fort Worth Park & Recreation Department 4200 S Freeway Suite 2200 Fort Worth TX 76115 None GOV Plant trees in parks 18240 Fort Worth Report 2003 8th Avenue 300 Fort Worth TX 76110 None PC General Funding 102116 Friends of Fort Worth Nature Center P O Box 471486 Fort Worth TX 76147 None PC General Funding 110000 Hayward Institute P O Box 2466 Providence RI 02906 None PC General Funding 33000 International Medical Corps 12400 Wilshire Blvd Suite 1500 Los Angeles CA 90025 None PC General Funding 30000 Massuchusetts Institute of Technology 77 Massuchusetts Avenue Cambridge MA 02139 None PC Scientific Research 400000 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 120500 Presbyterian Night Shelter 2400 Cypress Street Fort Worth TX 76102 None PC General Funding 200000 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 32565 Tarrant Area Food Bank 2525 Cullen Street Fort Worth TX 76107 None PC General Funding 50000 Parks and Wildlife Foundation of Texas 2914 Swiss Avenue Dallas TX 75247 None PC General Funding 250000 Texas Trees Foundation 3000 Pegasus Park Drive Suite 740 Dallas TX 75247 None PC General Funding 25000 Unbound Now 5049 Trail Lake Drive Fort Worth TX 76133 None PC General Funding 10000 University of Southern California 3702 S Flower Street 3rd Floor Los Angeles CA 900890701 None GOV General Funding 187525 The University of Texas Health Science Center at San Antonio 7701 Floyd Curl Drive San Antonio TX 78229 None GOV Scientific Research 38672 We the Veterans 3511 Southeast J Street Suite 9 Bentonville AR 72712 None PC General Funding 40000 North Texas Community Foundation 777 Main Street Suite 2850 Fort Worth TX 76102 None PC General Funding 335000 2121518 0 14 1477797 18 2080356 Other Income 14 34473 Mineral Interests 211110 175409 15 117834 175409 3710460 0 3885869 false false false false false false false false false false Accounting Fees 69023 31061 21397 Tangible Equipment 2021-03-31 Straight Line 7.0 17674 BOA Short Term 2024-01 P 2024-12 The Marilyn Brachman Hoffman Foundation 5572381 5680809 FMV -108428 BOA Long Term 2023-01 P 2024-12 The Marilyn Brachman Hoffman Foundation 12855751 10778488 FMV 2077263 BOA Capital Gain Distribution 2023-01 P 2024-12 The Marilyn Brachman Hoffman Foundation 51275 0 FMV 51275 BOA Section 897 Capital Gain 2023-01 P 2024-12 The Marilyn Brachman Hoffman Foundation 2163 0 FMV 2163 KKR Infrastructure Conglomerate LLC Share of Long-Term Capital Gain 2023-01 P 2024-12 The Marilyn Brachman Hoffman Foundation 58083 0 FMV 58083 BOA Fixed Income 14741591 14641996 BOA Equities 24481933 55932766 BOA Hedge Funds 841344 1018498 BOA Private Equity 1571708 1699760 BOA Real Estate 1988257 2018191 BOA Tangible Assets 460276 406752 BOA Cash/Currency 0 0 Investment in Brookfield Property Preferred LP AT COST 2000 2000 Investment in KKR Infrastructure Conglomerate LLC AT COST 1576737 1576737 Equipment 44247 0 44247 Legal Fees 21276 741 19431 Mineral Properties 1097273 874087 920979 Change in Carrying Value of Mineral Properties 165104 Permanent Timing Differences 53568 Website Expenses 505 505 Office Supplies 6853 137 6712 Computer Software & Supplies 11983 695 10991 Dues & Subscriptions 6875 688 6187 Other Investment Expenses 9482 9482 Other Expenses 1855 1855 Oil & Gas Expenses 125794 14476 Insurance 1040 MBHF Minerals LLC 117834 117834 Other Investment Income 34473 34473 Other Oil & Gas Income 175409 Credit Card Liabilities 1858 682 Investment Management Fees 212772 205041 Professional Fees 308857 308857 Foreign Tax Expense 26988 26988 Federal Tax Expense 16500