2022-08-17T14:07:52-05:00 2022-04-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990PF 2021-05-01 756003984 HOBLITZELLE FOUNDATION HOBL 2143730462 5556 CARUTH HAVEN LANE 200 DALLAS TX 75225 KATHRYN H ROBBINS PRESIDENT AND CEO 2143730462 2022-08-16 1 KATHRYN ROBBINS 756003984 KEVIN WARNEKECPA P01294950 2148717500 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 156239307 X X 2585392 2585392 10135703 66328095 10135703 266482 0 12987577 12721095 325220 48783 276437 155250 23288 119842 418 0 418 29180 0 29180 707278 693951 13327 206018 2743 15546 84645 12697 71948 10957 0 10957 7428 0 7428 40318 0 40318 1566712 781462 585401 8352450 6625250 9919162 781462 7210651 3068415 11939633 19352 22521 22521 2833290 3505212 3505212 219559 234033 219559 12318592 11825868 12043973 103473645 107723618 130229062 11488717 11739100 10420059 44754 44754 18480 18480 18480 130386109 135054358 156239307 3695000 5422200 2206167 2041623 5901167 7463823 X 124484942 127590535 124484942 127590535 130386109 135054358 124484942 3068415 37178 127590535 0 127590535 PUBLICLY TRADED SECURITIES P 66328095 56192392 10135703 10135703 10135703 165961 0 165961 0 165961 182000 0 0 0 182000 0 16039 16039 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 252500 37875 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 72720 10908 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 693951 0 0 169268856 3790761 0 173059617 0 0 173059617 2595894 170463723 8523186 8523186 165961 165961 8357225 0 8357225 0 8357225 7210651 0 7210651 8357225 0 0 351272 970455 709816 2031543 7210651 0 0 0 7210651 0 1146574 1146574 884969 0 0 0 0 0 0 0 884969 175153 709816 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." 2NDSATURDAY CDC 2428 PINE STREET DALLAS TX 75215 PC TOWARD PURCHASE OF EQUIPMENT FOR THE SOCIAL ENTERPRISE/HOME REPAIR PROGRAM. 35000 AFTER- SCHOOL ALL STARS NORTH TEXAS 2902 SWISS AVENUE DALLAS TX 75204 PC FOR GARDENING EQUIPMENT FOR AFTER-SCHOOL ENRICHMENT PROGRAMS. 10000 AIDS SERVICES OF DALLAS 400 S ZANG BOULEVARD SUITE 200 DALLAS TX 75208 PC TOWARD A CAPITAL CAMPAIGN TO PURCHASE AN APARTMENT COMPLEX FOR AFFORDABLE, INDEPENDENT LIVING FOR THOSE LIVING WITH HIV/AIDS. 50000 AMERICAN HEART ASSOCIATION 105 DECKER COURT 200 IRVING TX 75062 PC FOR EQUIPMENT TO INSTALL WELLNESS KIOSKS AT TEN SENIOR CENTERS IN DALLAS COUNTY. 50000 ASSOCIATION FOR INDEPENDENT LIVING (AFIL) 2826 STOREY LANE DALLAS TX 75220 PC TOWARD A VARIETY OF CAPITAL UPDATES AT THIS LIVING COMMUNITY. 50000 ATLAST 405 E OVERTON ROAD DALLAS TX 75216 PC TOWARD A VARIETY OF CAPITAL NEEDS AT THIS RESIDENCE FACILITY FOR IMPOVERISHED YOUTH. 100000 BACHMAN LAKE TOGETHER 9507 OVERLAKE DRIVE DALLAS TX 75220 PC TO SUPPORT CAPITAL IMPROVEMENTS AT THE FAMILY CENTER. 10000 BAYLOR HEALTH CARE SYSTEM FOUNDATION 3600 GASTON AVENUE BARNETT TOWER SUITE 100 DALLAS TX 75246 PC TOWARD SPECIALIZED EQUIPMENT FOR THE NEONATAL INTENSIVE CARE UNIT SERVING MICRO-PREEMIES. 25000 BONTON FARMS 6911 BEXAR STREET DALLAS TX 75215 PC TOWARD CAPITAL ASPECTS OF THE "PROJECT GAMECHANGER" CAMPAIGN. 200000 BRIDGEBUILDERS PO BOX 702545 DALLAS TX 75370 PC FOR FACILITY RENOVATIONS. 50000 CAF MOMENTUM 1510 PACIFIC AVENUE DALLAS TX 75201 PC TO HELP SUPPORT THE INTERNSHIP PROGRAM. 50000 CHILD POVERTY ACTION LAB (CPAL) 1808 S GOOD LATIMER EXPY SUITE 102 DALLAS TX 75226 PC TO DEVELOP OPEN-SOURCE DATA TOOLS TO BETTER INFORM AND INFLUENCE HOW PUBLIC RESOURCES ARE ALLOCATED. 150000 CHILDREN'S MEDICAL CENTER OF DALLAS 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75235 PC TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. 375000 CITY YEAR DALLAS 1201 MAIN STREET SUITE 1300 DALLAS TX 75202 PC TO PURCHASE LAPTOPS FOR STAFF. 21000 DALLAS AREA RAPE CRISIS CENTER 2801 SWISS AVENUE DALLAS TX 75204 PC FOR ADMINISTRATIVE SOFTWARE AND A NEW WEBSITE. 27000 DALLAS FURNITURE BANK PO BOX 815788 DALLAS TX 75381 PC FOR THE PURCHASE OF A TRUCK FOR CLIENT FURNITURE DELIVERY AND DONATION PICK-UPS. 45000 DALLAS LEADERSHIP FOUNDATION 3101 GREENWOOD STREET DALLAS TX 75204 PC TOWARD THE PURCHASE OF A 24-FOOT BOX TRUCK TO DISTRIBUTE FOOD BOXES. 60000 DALLAS SYMPHONY ASSOCIATION 2301 FLORA STREET DALLAS TX 75201 PC TOWARD REPLACING THE TWO PUBLIC-FACING ELEVATORS AT THE MORTON H. MEYERSON SYMPHONY CENTER. 100000 DALLAS THEATER CENTER 2400 FLORA STREET DALLAS TX 75201 PC TOWARD DEVELOPMENT OF THE MASTER PLAN FOR KALITA HUMPHREYS THEATER. 100000 DICKINSON PLACE CHARITABLE CORPORATION 911 ST JOSEPH STREET DALLAS TX 75246 PC TO REPLACE AND UPGRADE THE FIRE ALARM SYSTEM IN THIS RETIREMENT COMMUNITY. 25000 ENCORE PARK 1835 YOUNG STREET DALLAS TX 75201 PC TOWARD A CAPITAL CAMPAIGN FOR PHASE 2 OF ENCORE PARK, TO INCLUDE RENOVATION OF THE 508 PARK AVENUE BUILDING. 75000 FAIR PARK FIRST 3809 GRAND AVENUE DALLAS TX 75210 PC TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. 400000 FOREST FORWARD 1610 S MALCOLM X BLVD DALLAS TX 75226 PC TOWARD A CAPITAL CAMPAIGN TO REVITALIZE THE FOREST THEATER. 150000 GENESIS WOMEN'S SHELTER & SUPPORT 4411 LEMMON AVENUE SUITE 201 DALLAS TX 75219 PC TO SUPPORT A CAPITAL CAMPAIGN FOR A NON-RESIDENTIAL OUTREACH CENTER. 100000 GEORGE W BUSH PRESIDENTIAL CENTER 2943 SMU BLVD DALLAS TX 75205 PC TOWARD OCEAN CONSERVATION EXHIBIT 100000 HEALTH SERVICES OF NORTH TEXAS INC 4401 N I-35 SUITE 312 DENTON TX 76207 PC FOR EXAMINATION EQUIPMENT AND COMPUTERS. 50100 HHM HEALTH 8515 GREENVILLE AVENUE SUITE 112 DALLAS TX 75243 PC TOWARD EXPANSION OF THIS MEDICAL CLINIC IN THE VICKERY MEADOWS AREA. 50000 HOPE SUPPLY CO 10480 SHADY TRAIL SUITE 104 DALLAS TX 75220 PC FOR STORAGE CONTAINERS AND WAREHOUSE EQUIPMENT. 40000 I AM A GOLFER FOUNDATION PO BOX 196149 DALLAS TX 75219 PC TOWARD CAPITAL UPDATES TO COMMEMORATE AND CELEBRATE THE HISTORY OF CEDAR CREST GOLF CLUB, A MUNICIPAL FACILITY IN SOUTHERN DALLAS. 25000 JEWISH COMMUNITY CENTER (JCC) OF DALLAS 7900 NORTHAVEN ROAD DALLAS TX 75230 PC FOR SECURITY ENHANCEMENTS. 50000 JUNE SHELTON SCHOOL AND EVALUATION CENTER 17301 PRESTON ROAD DALLAS TX 75252 PC TOWARD A CAPITAL CAMPAIGN TO MOVE THE CAMPUS TO PRESTON ROAD 125000 JUNIOR LEAGUE OF DALLAS 8003 INWOOD ROAD DALLAS TX 75209 PC TOWARD RESTORATION OF THE JUANITA J. CRAFT CIVIL RIGHTS HOUSE. 100000 KATHLYN JOY GILLIAM MUSEUM 3817 WENDELKIN STREET DALLAS TX 75215 PC TOWARD REPAIRING DAMAGE CAUSED BY TWO FIRES. 25000 KID NET FOUNDATION DBA JONATHAN'S PLACE 6065 DUCK CREEK DRIVE GARLAND TX 75043 PC FOR FACILITY REPAIRS AND IMPROVEMENTS. 45000 LEGAL AID OF NORTHWEST TEXAS 600 E WEATHERFORD STREET FORT WORTH TX 76102 PC FOR RENOVATIONS AT THE DOWNTOWN DALLAS FACILITY 50000 MAJESTIC THEATER CENTENNIAL FUND SAMMONS CNTR 3630 HARRY HINES BLVD DALLAS TX 75219 PC TOWARD THE CENTENNIAL FUND. 20000 MEADOWS FOUNDATION PARTNERSHIP FUND 3003 SWISS AVENUE DALLAS TX 75204 PC TO FURTHER SUPPORT A PLAN TO REDUCE HOMELESSNESS IN DALLAS. 50000 MERCY STREET 3801 HOLYSTONE STREET SUITE 101 DALLAS TX 75212 PC TOWARD FACILITY RENOVATIONS AT THIS WEST DALLAS AGENCY SERVING YOUTH. 50000 METROCARE SERVICES 1345 RIVER BEND DRIVE SUITE 200 DALLAS TX 75247 PC TOWARD THE "CHANGING MINDS" CAPITAL CAMPAIGN. 100000 METROCREST SERVICES INC 1835 WALNUT AVENUE CARROLLTON TX 75006 PC TOWARD A CAPITAL CAMPAIGN FOR A REPLACEMENT FACILITY. 150000 MILES OF FREEDOM 2922 MLK BLVD BLDG A SUITE 118B DALLAS TX 75215 PC TOWARD PURCHASE OF EQUIPMENT FOR THE TECHNOLOGY LAB AND THE LANDSCAPING PROGRAM. 50000 NETWORK OF COMMUNITY MINISTRIES 1500 INTERNATIONAL PKWY SUITE 300 RICHARDSON TX 75081 PC TOWARD A CAPITAL CAMPAIGN FOR A NEW FACILITY. 100000 OAK CLIFF VEGGIE PROJECT 2522 GLADIOLUS LANE DALLAS TX 75223 PC TOWARD THE PURCHASE OF LAND FOR A MICRO-FARM INITIATIVE (MATCHING CONDITIONS). 50000 OAK HILL ACADEMY 9407 MIDWAY ROAD DALLAS TX 75220 PC FOR TWO 15-PASSENGER VANS FOR THE HIGH SCHOOL TRANSITION SKILLS PROGRAM. 48250 ORCHESTRA OF NEW SPAIN 11615 FOREST CENTRAL DRIVE SUITE 305 DALLAS TX 75243 PC FOR UPDATED TECHNOLOGY. 24000 PARKS FOR DOWNTOWN DALLAS 901 MAIN STREET 609 DALLAS TX 75202 PC TOWARD PACIFIC PLAZA PARK, TO INCLUDE ASTON PARK AS ASTON GROVE 225000 PHOENIX HOUSES OF TEXAS 2345 REAGAN STREET DALLAS TX 75219 PC TOWARD RENOVATIONS AT THIS FACILITY SERVING YOUTH WITH SUBSTANCE ABUSE DISORDERS. 50000 READING PARTNERS 2910 SWISS AVENUE DALLAS TX 75204 PC FOR LAPTOPS FOR STAFF AND AMERICORPS MEMBERS. 25000 RESOURCE CENTER OF DALLAS INC 5750 CEDAR SPRINGS ROAD DALLAS TX 75235 PC TOWARD A CAPITAL CAMPAIGN FOR LGBTQ-FRIENDLY, AFFORDABLE SENIOR HOUSING. 100000 SAMMONS CENTER FOR THE ARTS 3630 HARRY HINES BLVD DALLAS TX 75219 PC TOWARD A COMPLETE HVAC REPLACEMENT. 60000 SHAKESPEARE DALLAS 1250 MAJESTY DRIVE DALLAS TX 75247 PC TO REPLACE OUTDATED LIGHTING EQUIPMENT. 56500 SOUTHERN DALLAS LINK 3662 W CAMP WISDOM ROAD 2044 DALLAS TX 75237 PC TO PURCHASE AN ADDITIONAL VAN. 50000 SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION C/O MGRUBER 300 CRESCENT COURT SUITE 400 DALLAS TX 75201 PC TOWARD A CAPITAL CAMPAIGN FOR THE SOUTHERN GATEWAY DECK PARK. 250000 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 PC CAPITAL CAMPAIGN "CHANGING MINDS" 312500 SOUTHWEST TRANSPLANT ALLIANCE 8190 MANDERVILLE LANE DALLAS TX 75231 PC TOWARD A CAPITAL CAMPAIGN FOR A NEW ORGAN RECOVERY CENTER 250000 SOUTHWESTERN MEDICAL FOUNDATIONUNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CEN 5323 HARRY HINES BLVD DALLAS TX 75390 PC TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. 250000 TEATRO DALLAS 1230 RIVER BEND DRIVE DALLAS TX 75247 PC FOR LIGHTING AND SOUND THEATRICAL EQUIPMENT. 50000 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 TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2223 WELBORN STREET DALLAS TX 75219 PC TO SUPPORT CAPITAL IMPROVEMENTS THE DALLAS HOSPITAL, AS PART OF THE BOUNDLESS CAMPAIGN 250000 TEXAS TRIBUNE 919 CONGRESS AVENUE SIXTH FLOOR AUSTIN TX 78701 PC FOR UPGRADED TECHNOLOGY TO ENHANCE IN-STUDIO, REMOTE, AND VIRTUAL PROGRAMMING. 100000 THE DALLAS OPERA 2403 FLORA STREET SUITE 500 DALLAS TX 75201 PC FOR UPDATED SUPERTITLE TECHNOLOGY. 57900 THE FAMILY PLACE PO BOX 7999 DALLAS TX 75209 PC TO SUPPORT RECONSTRUCTION EFFORTS AT THE SAFE CAMPUS. 150000 THE REAL ESTATE COUNCIL (TREC) COMMUNITY INVESTORS 3100 MCKINNON STREET SUITE 1150 DALLAS TX 75201 PC FOR NEW ADMINISTRATIVE SOFTWARE. 50000 THE STEWPOT 1835 YOUNG STREET DALLAS TX 75201 PC TOWARD REPLACING TWO OUTDATED ELEVATORS. 100000 TOM LEA INSTITUTE 300 E MAIN SUITE 205 EL PASO TX 79901 PC TO CREATE A MOBILE WEBSITE FOR THE TEXAS PORTION OF THE TOM LEA TRAIL. 50000 TURTLE CREEK CHORALE 3630 HARRY HINES BLVD 306 DALLAS TX 75219 PC FOR TABLETS AND SOFTWARE TO SUPPORT A MOVE FROM PAPER SHEET MUSIC. 33000 UNITED TO LEARN 5310 HARVEST HILL ROAD SUITE 190 DALLAS TX 75230 PC FOR TECHNOLOGY, CAPITAL, AND PROGRAMMING EXPENSES FOR EXPANSION INTO DISD PARTNER SCHOOLS IN SOUTHERN DALLAS. 50000 UNITED WAY OF METROPOLITAN DALLAS 1800 N LAMAR DALLAS TX 75202 PC FOR NEW HVAC AT THE DOWNTOWN HEADQUARTERS. 120000 UPLIFT EDUCATION 3000 PEGASUS PARK DRIVE SUITE 1100 DALLAS TX 75247 PC TOWARD CAPITAL ASPECTS OF THE "BOLDLY UPLIFT EDUCATION" CAPITAL CAMPAIGN. 125000 WHITE ROCK CENTER OF HOPE INC 10021-A GARLAND ROAD DALLAS TX 75218 PC TOWARD PARKING LOT AND PLUMBING REPAIRS. 50000 6625250 BONTON FARMS 6911 BEXAR STREET DALLAS TX 75215 PC TOWARD CAPITAL ASPECTS OF THE "PROJECT GAMECHANGER" CAMPAIGN. 100000 CHILD POVERTY ACTION LAB (CPAL) 1808 S GOOD LATIMER EXPY SUITE 102 DALLAS TX 75226 PC TO DEVELOP OPEN-SOURCE DATA TOOLS TO BETTER INFORM AND INFLUENCE HOW PUBLIC RESOURCES ARE ALLOCATED. 300000 CHILDREN'S MEDICAL CENTER OF DALLAS 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75235 PC TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. 375000 ENCORE PARK 1835 YOUNG STREET DALLAS TX 75201 PC TOWARD A CAPITAL CAMPAIGN FOR PHASE 2 OF ENCORE PARK, TO INCLUDE RENOVATION OF THE 508 PARK AVENUE BUILDING. 75000 FAIR PARK FIRST 3809 GRAND AVENUE DALLAS TX 75210 PC TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. 1600000 FOREST FORWARD 1610 S MALCOLM X BLVD DALLAS TX 75226 PC TOWARD A CAPITAL CAMPAIGN TO REVITALIZE THE FOREST THEATER. 150000 HABITAT FOR HUMANITY OF DENTON COUNTY 1805 CORNELL LANE DENTON TX 76201 PC TO SUPPORT CONSTRUCTION OF A 35-UNIT COMMUNITY IN DENTON (MATCHING CONDITIONS). 50000 PROJECT TRANSFORMATION NATIONAL 4024 CARUTH BLVD DALLAS TX 75225 PC TOWARD UPDATED TECHNOLOGY. 50000 RISE ADAPTIVE SPORTS PO BOX 141122 IRVING TX 75014 PC TOWARD EQUIPMENT FOR THE ADAPTIVE WATER SPORTS PROGRAM. 34700 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 PC CAPITAL CAMPAIGN "CHANGING MINDS" 312500 SOUTHWESTERN MEDICAL FOUNDATIONUNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CEN 5323 HARRY HINES BLVD DALLAS TX 75390 PC TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. 750000 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. 500000 UPLIFT EDUCATION 3000 PEGASUS PARK DRIVE SUITE 1100 DALLAS TX 75247 PC TOWARD CAPITAL ASPECTS OF THE "BOLDLY UPLIFT EDUCATION" CAPITAL CAMPAIGN. 125000 YMCA OF METROPOLITAN DALLAS 601 N AKARD STREET DALLAS TX 75201 PC TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. 1000000 5422200 14 2585392 18 10135703 OTHER INCOME 01 266482 SECTION 481(A) ADJUSTMENT 14 0 12987577 0 12987577 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 29180 0 29180 CORPORATE BONDS 11739100 10420059 CORPORATE STOCK 107723618 130229062 11825868 12043973 0 0 LEGAL FEES 418 0 418 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 40318 0 40318 OTHER INCOME 266482 266482 UNREALIZED GAINS/LOSSES 37178 UNFUNDED PENSION OBLIGATION 2206167 2041623 INVESTMENT MGMT FEES 693951 693951 0 OTHER PROFESSIONAL FEES 13327 0 13327 PAYROLL TAXES 18289 2743 15546 FEDERAL EXCISE TAXES 187729 0 0