2025-08-18T09:21:57-05:00 2025-04-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990PF 2024-05-01 756003984 HOBLITZELLE FOUNDATION HOBL 2143730462 5556 CARUTH HAVEN LANE 200 DALLAS TX 75225 KATHRYN H ROBBINS PRESIDENT AND CEO 2143730462 2025-08-13 1 1 KEVIN WARNEKE CPA P01294950 2148717500 2024 2025-03-06 01:10:19Z X 162397592 X X 4122567 4122567 7430756 59931185 7430756 123047 0 11676370 11553323 362942 54441 308501 152674 22901 129773 1296 0 1296 33974 0 33974 635923 620919 15004 186229 3184 18045 90347 13552 76795 41103 0 41103 57061 0 57061 1561549 714997 681552 11058610 7283610 12620159 714997 7965162 -943789 10838326 13354 8002 8002 5658868 3483557 3483557 425889 346920 425889 425889 20746094 19493472 19658646 79749810 84766705 111133911 26405630 27488174 27669107 44754 44754 18480 18480 18480 132939156 135684279 162397592 3625000 7400000 1737366 1596839 5362366 8996839 X 127576790 126687440 127576790 126687440 132939156 135684279 127576790 -943789 54439 126687440 0 126687440 PUBLICLY TRADED SECURITIES P 59931185 52500429 7430756 7430756 7430756 150653 0 150653 0 150653 167343 0 0 0 167343 0 16690 16690 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 KATHRYN H ROBBINS 5556 CARUTH HAVEN LANE DALLAS TX 75225 PRESIDENT AND CEO 40.00 280563 42084 0 CHRIS T BAKER 5556 CARUTH HAVEN LANE DALLAS TX 75225 EXECUTIVE ASSISTANT 40.00 19921 2951 0 AMIE KARNES 5556 CARUTH HAVEN LANE DALLAS TX 75225 OPERATIONS MANAGER 40.00 62500 9375 0 JERE W THOMPSON JR 5556 CARUTH HAVEN LANE DALLAS TX 75225 CHAIRMAN 1.00 0 0 0 MICHAEL S RAWLINGS 5556 CARUTH HAVEN LANE DALLAS TX 75225 VICE CHAIRMAN 1.00 0 0 0 HOLLAND P GARY 5556 CARUTH HAVEN LANE DALLAS TX 75225 TREASURER 1.00 0 0 0 RAFAEL M ANCHIA 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 CATHERINE M ROSE 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 LYDIA H NOVAKOV 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 620919 0 0 160211705 4677607 0 164889312 0 0 164889312 2473340 162415972 8120799 8120799 150653 150653 7970146 0 7970146 0 7970146 7965162 0 7965162 7970146 0 0 399112 360506 759618 7965162 0 0 0 7965162 0 4984 4984 754634 0 0 0 0 0 0 0 754634 394128 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." 29 ACRES 3000 MOSELEY ROAD CROSS ROADS TX 76227 PC FOR RENOVATIONS AT THIS HOUSING COMMUNITY FOR NEURODIVERSE ADULTS. 50550 AUSTIN STREET CENTER 2929 HICKORY STREET DALLAS TX 75226 PC FOR A REPLACEMENT ELEVATOR IN THE FACILITY HOUSING THE SISTERHOOD PROGRAM. 105000 AUSTIN THEATRE ALLIANCE 713 CONGRESS AVE AUSTIN TX 78701 PC TOWARD A CAPITAL CAMPAIGN TO RESTORE AND RENOVATE THE PARAMOUNT & STATE THEATRES. 250000 AUTISM TREATMENT CENTER 11651 PLANO RD STE 100 DALLAS TX 75243 PC TOWARD GROUP HOME REPAIRS. 50000 BEACON HILL PREPARATORY INSTITUTE 1402 CORINTH ST SUITE 249 DALLAS TX 75215 PC TOWARD $150,000 IN CAPITAL NEEDS AT THIS ORGANIZATION THAT PROVIDES OUT-OF-SCHOOL LEARNING IN SOUTHERN DALLAS. 50000 BETTER TOGETHER FUND AT THE DALLAS FOUNDATION 3000 PEGASUS PARK DR 930 DALLAS TX 75247 PC FOR RENEWED COMMITMENT TO THE BETTER TOGETHER FUND. 50000 CHILDREN AT RISK INC 2900 WESLAYAN STREET SUITE 400 HOUSTON TX 77027 PC TO UPGRADE TECHNOLOGY AND COMMUNICATION EQUIPMENT. 25000 CISTERCIAN PREPARATORY SCHOOL 3660 CISTERCIAN ROAD IRVING TX 75039 PC TOWARD A NEW THEATER. 250000 DALLAS CHILDREN'S THEATER 5938 SKILLMAN DALLAS TX 752317608 PC FOR SECURITY FENCING AND LANDSCAPING. 150000 DALLAS EDUCATION FOUNDATION 9400 NORTH CENTRAL EXPRESSWAY SUITE 1310 / MAILBOX 19 DALLAS TX 75231 PC FOR A MOBILE CAREER EXPLORATION TRAILER. 100000 DALLAS HISTORICAL SOCIETY 3939 GRAND AVE DALLAS TX 75210 PC FOR SECURITY ENHANCEMENTS AT THE HALL OF STATE. 80000 DALLAS ZOOLOGICAL SOCIETY 650 S R L THORNTON FREEWAY DALLAS TX 75203 PC TOWARD THE "WILD HORIZONS" CAPITAL CAMPAIGN. 250000 FAIR PARK FIRST 3809 GRAND AVENUE DALLAS TX 75210 PC TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. 400000 FOREST FORWARD 1918 MARTIN LUTHER KING JR BLVD DALLAS TX 75215 PC TOWARD ADDITIONAL SUPPORT TOWARD THE RESTORATION OF THE FOREST THEATER. 250000 FRONTIERS OF FLIGHT MUSEUM 6911 LEMMON AVENUE DALLAS TX 75209 PC TOWARD FACILITY RENOVATIONS. 75000 GREENHILL SCHOOL 4141 SPRING VALLEY ROAD ADDISON TX 75001 PC TOWARD A CAPITAL CAMPAIGN FOR A NEW STEM AND INNOVATION CENTER. 125000 HEARD NATURAL SCIENCE MUSEUM & WILDLIFE SANCTUARY 1 NATURE PL MCKINNEY TX 75069 PC FOR UPDATED TECHNOLOGY. 50000 HOUSING CRISIS CENTER PO BOX 141177 DALLAS TX 75214 PC TOWARD CAPITAL ASPECTS OF AN OFFICE MOVE, INCLUDING RENOVATIONS AND TECHNOLOGY. 30000 HOUSING FORWARD 3000 PEGASUS PARK DR STE 1020 DALLAS TX 75247 PC TOWARD THE "STREET TO HOME" INITIATIVE TO REDUCE HOMELESSNESS. 100000 JESUIT COLLEGE PREPARATORY SCHOOL OF DALLAS 12345 INWOOD ROAD DALLAS TX 75244 PC TOWARD A CAPITAL CAMPAIGN TO TRANSFORM THE FRONT OF SCHOOL. 100000 KLYDE WARREN PARK 1909 WOODALL RODGERS 403 DALLAS TX 75201 PC FOR DIGITAL SIGNAGE. 111000 LBU (LOS BARRIOS UNIDOS) COMMUNITY CLINIC 809 SINGLETON BLVD DALLAS TX 75212 PC FOR 10 NEW ADULT EXAMINATION TABLES. 53560 LONE STAR CASA 108 KENWAY STREET ROCKWALL TX 75087 PC FOR FACILITY RENOVATIONS AND UPDATED SOFTWARE. 35000 MOSAIC FAMILY SERVICES 12225 GREENVILLE AVENUE SUITE 800 DALLAS TX 75243 PC TOWARD OFFICE RENOVATIONS. 50000 NORTH TEXAS PUBLIC BROADCASTING (KERA) 3000 HARRY HINES BLVD DALLAS TX 75201 PC TOWARD A CAPITAL CAMPAIGN FOR NEW FACILITIES, INVESTMENT IN CONTENT, AND ENDOWMENT. 250000 OAK CLIFF SOCIETY OF FINE ARTS P O BOX 222332 DALLAS TX 75222 PC FOR REPAIRS AND RESTORATION OF THE HISTORIC TURNER HOUSE, THIS AGENCY'S HEADQUARTERS IN THE WINNETKA HEIGHTS NEIGHBORHOOD. 30000 ONE MAN'S TREASURE 519 E I-30 211 ROCKWALL TX 750875408 PC TOWARD BUILD-OUT OF A NEW HEADQUARTERS FOR THIS AGENCY SERVING FORMERLY INCARCERATED MEN. 30000 RAINBOW DAYS 12221 MERIT DRIVE SUITE 1700 DALLAS TX 75251 PC TOWARD TECHNOLOGY UPDATES TO BETTER TRACK CLIENT INFORMATION AND PROGRAM OUTCOMES. 50000 RISE ADAPTIVE SPORTS PO BOX 141122 IRVING TX 750141122 PC TOWARD A CAPITAL CAMPAIGN FOR A NEW LOCATION FOR THIS ADAPTIVE WATER SPORTS PROGRAM. 100000 SOUTHWESTERN MEDICAL FOUNDATION KARL & ESTHER HOBLITZELLE FUND 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 PC TOWARD A NEW COMMUNITY CLINIC ON DALLAS COLLEGE-RICHLAND CAMPUS. 250000 SOUTHWESTERN MEDICAL FOUNDATION KARL & ESTHER HOBLITZELLE FUND 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 PC TOWARD A NEW DALLAS PEDIATRIC HOSPITAL CAMPUS 1000000 SOUTHWESTERN MEDICAL FOUNDATION KARL & ESTHER HOBLITZELLE FUND 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 PC TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. 250000 TEXAS TREES FOUNDATION 3000 PEGASUS PARK DRIVE SUITE 740 DALLAS TX 75247 PC SUPPORT OF THE SOUTHWESTERN MEDICAL DISTRICT TRANSFORMATION PROJECT 500000 TEXAS WOMAN'S UNIVERSITY FOUNDATION 1605 N BELL AVE DENTON TX 76204 PC FOR EXPANSION OF THE TWU STROKE CENTER IN THE DALLAS MEDICAL DISTRICT. 100000 THE BRIDGE HOMELESS RECOVERY CENTER 1818 CORSICANA STREET DALLAS TX 75201 PC TOWARD RECONFIGURING THE SPACE USED BY CASE MANAGERS. 100000 THE FAMILY INITIATIVE INC 618 COMMERCIAL STREET EMPORIA KS 668013969 PC TOWARD OFFICE RENOVATIONS AT ONE OF THE LOCAL OFFICES SERVING NINE COUNTIES IN NORTH TEXAS. 33500 THE SALVATION ARMY OF NORTH TEXAS 8625 N STEMMONS FREEWAY DALLAS TX 75247 PC TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES 250000 THE STEWPOT 1835 YOUNG STREET DALLAS TX 75201 PC TOWARD A CAMPAIGN TO PURCHASE THE CITYSQUARE CAMPUS. 250000 TRINITY PARK CONSERVANCY 1444 OAK LAWN AVE 200 DALLAS TX 75207 PC TOWARD A CAPITAL CAMPAIGN FOR HAROLD SIMMONS PARK AND THE WEST OVERLOOK. 150000 UNITED WAY OF METROPOLITAN DALLAS 1800 N LAMAR DALLAS TX 75202 PC TOWARD CAPITAL ASPECTS OF THEIR CENTENNIAL CAMPAIGN. 250000 URSULINE ACADEMY OF TEXAS (SHUFORD) 4900 WALNUT HILL LANE DALLAS TX 75229 PC GRANT DIRECTED BY KAREN SHUFORD AS A THANK-YOU FOR HER BOARD SERVICE. 50000 VOLUNTEERNOW 2800 LIVE OAK STREET DALLAS TX 75204 PC TOWARD A $530,000 REBRANDING AND EXPANSION OF THE DONATED GOODS PROGRAM. 100000 WACO FAMILY MEDICINE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76706 SO I 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 ST DALLAS TX 75201 PC TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. 500000 7283610 DALLAS ZOOLOGICAL SOCIETY 650 S R L THORNTON FREEWAY DALLAS TX 75203 PC TOWARD THE "WILD HORIZONS" CAPITAL CAMPAIGN. 500000 FAIR PARK FIRST 3809 GRAND AVENUE DALLAS TX 75210 PC TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. 400000 NORTH TEXAS PUBLIC BROADCASTING (KERA) 3000 HARRY HINES BLVD DALLAS TX 75201 PC TOWARD A CAPITAL CAMPAIGN FOR NEW FACILITIES, INVESTMENT IN CONTENT, AND ENDOWMENT. 750000 SOUTHWESTERN MEDICAL FOUNDATION KARL & ESTHER HOBLITZELLE FUND 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 PC TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. 750000 SOUTHWESTERN MEDICAL FOUNDATION KARL & ESTHER HOBLITZELLE FUND 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 PC TOWARD A NEW DALLAS PEDIATRIC HOSPITAL CAMPUS 4000000 THE SALVATION ARMY OF NORTH TEXAS 8625 N STEMMONS FREEWAY DALLAS TX 75247 PC TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES 250000 UNITED WAY OF METROPOLITAN DALLAS 1800 N LAMAR DALLAS TX 75202 PC TOWARD CAPITAL ASPECTS OF THEIR CENTENNIAL CAMPAIGN. 750000 7400000 14 4122567 18 7430756 OTHER INCOME 01 123047 0 11676370 0 11676370 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 33974 0 33974 CORPORATE BONDS 27488174 27669107 CORPORATE STOCKS 84766705 111133911 19493472 19658646 0 0 LEGAL FEES 1296 0 1296 SILVER COLLECTION - ESTHER HOBLITZELLE 500 500 500 PAINTINGS & ART OBJECTS 16500 16500 16500 CAVALCADE OF TEXAS FILM 1480 1480 1480 OFFICE EXPENSES 57061 0 57061 OTHER INCOME 123047 123047 UNREALIZED GAINS/LOSSES 54439 UNFUNDED PENSION OBLIGATION 1737366 1596839 INVESTMENT MGMT FEES 620919 620919 0 OTHER PROFESSIONAL FEES 15004 0 15004 PAYROLL TAXES 21229 3184 18045 FEDERAL EXCISE TAXES 165000 0 0