2014-03-14T10:55:13-05:00 2013-04-30 410746749 CliftonLarsonAllenLLP 5001 Spring Valley Road Suite 600W Dallas TX 75244 990PF 2012-05-01 756003984 Hoblitzelle Foundation HOBL 2143730462 5556 Caruth Haven Lane No 200 Dallas TX 75225 Paul W Haris 2143730462 2014-03-11 1 Paul A Parker P00231367 9723835700 2012 2015-12-30 17:16:21Z X 119487983 X 38717 2802163 2802163 3296507 59067896 3296507 8788 0 6146175 6098670 343638 51546 292093 -281911 -42287 -239624 5213 0 5213 30472 0 30472 311534 218074 93460 1420 213 1207 7523 2665 70649 10597 60052 2500 0 2500 3785 0 3785 63845 6897 56948 558668 247705 306106 5142049 5142049 5700717 247705 5448155 445458 5850965 1500 1509 1509 1511151 1352094 1352094 10493235 10090213 10466149 54920902 55100830 77246405 9826424 9816342 10346078 22610092 22984056 20019350 74425 42207 39740 32218 32218 25534 24180 24180 99428578 99401442 119487983 6610925 6135000 2620557 2229410 9231482 8364410 X 90197096 91037032 0 0 0 0 90197096 91037032 99428578 99401442 90197096 445458 506126 91148680 111648 91037032 Publicly Traded Securities 2000-01-01 2013-01-01 59067896 55771389 3296507 3296507 3296507 0 6567348 106971942 0.061393 5597852 103319516 0.054180 5218834 97161470 0.053713 5378928 98774276 0.054457 7446064 127892499 0.058221 0.281964 0.056393 109359450 6167107 58510 6225617 5448155 117019 0 117019 0 117019 200428 200428 83409 83409 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 Paul W Harris 5556 Caruth Haven Ln Dallas TX 75225 40.00 0 0 0 Donna C Berry 5556 Caruth Haven Ln Dallas TX 75225 40.00 0 0 0 Kathleen Stone 5556 Caruth Haven Ln Dallas TX 75225 40.00 0 0 0 William T Soloman 5556 Caruth Haven Ln Dallas TX 75225 1.00 0 0 0 Caren H Prothro 3929 Potomac Avenue Dallas TX 75205 1.00 0 0 0 J McDonald Don Williams PO Box 796368 Dallas TX 75379 1.00 0 0 0 Dorothy R Cullum 3517 Beverly Drive Dallas TX 75214 1.00 0 0 0 Jerry Farrington 7035 Desco Drive Dallas TX 75225 1.00 0 0 0 Gerald W Fronterhouse 3910 Normandy Avenue Dallas TX 75205 1.00 0 0 0 George A Shafer 11711 Forest Court Dallas TX 75230 1.00 0 0 0 Rafael M Anchia 2323 Victory Avenue Suite 700 Dallas TX 75219 1.00 0 0 0 Linda P Custard 4600 Greenville Avenue Suite 300 Dallas TX 75206 1.00 0 0 0 John Dayton 2703 Routh Street Dallas TX 75201 1.00 0 0 0 Deedie Rose 5 Willowood St Dallas TX 75205 1.00 0 0 0 Kern Wildenthal 3963 Maple Avenue Suite 100 Dallas TX 75219 1.00 0 0 0 NONE 0 Bank of America NA PO Box 830241 Dallas TX 752830241 Agent - Advisory 0 Atlanta Capital Management Co LLC 1349 W Peachtree St NE Ste 1600 Atlanta GA 303092934 Investment Advisory 0 0 0 109468621 1499803 56398 111024822 0 0 111024822 1665372 109359450 5467973 5467973 117019 117019 5350954 0 5350954 0 5350954 5448155 0 5448155 0 5448155 5350954 0 0 1155339 495146 437990 608825 402968 3100268 5448155 0 0 0 5350954 97201 0 0 3197469 0 0 0 0 0 0 1155339 2042130 495146 437990 608825 402968 97201 Paul W Harris 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 IRS 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." Achievement Center of Texas 2950 N Shiloh Rd Garland TX 75044 Capital Improvements 25000 Arlington Hall Conservancy at Lee Park 3333 Turtle Creek Blvd Dallas TX 75219 Capital Improvements 35000 Big Brothers Big Sisters 2900 Live Oak St Dallas TX 75204 Capital Improvements 40000 Big Thought 2501 Oak Lane Avenue Suite 550 LB42 Dallas TX 75219 Thriving Minds Initiative 50000 Buckner Foundation 600 N Pearl Street Suite 2000 Dallas TX 75201 Repairs and Improvements 125000 CareCenter Ministries 7912 Antoinette St Dallas TX 75217 Capital Improvements 50000 Carter BloodCare 4201 Gaston Ave Dallas TX 75246 Construction Costs of Fort Worth Facility 75000 Christian Community Action 200 S Mill Street Lewisville TX 75057 Capital facility needs 25000 CitySquare 511 N Akard Suite 302 Dallas TX 75201 Multi-social services center 125000 Commit 3963 Maple Ave Dallas TX 75219 Capital Improvements 50000 Community Council of Greater Dallas 400 North St Paul Street Dallas TX 75201 Capital Improvements 16470 Community Homes for Adults (CHAI) 5959 Royal Ln Dallas TX 75230 Capital Improvements 22000 DALLas Arboretum 8525 Garland Road DALLAS TX 75218 RENOVATION OF THE DEGOYER HOME 100000 Dallas Area Habitat for Humanity 2800 N Hampton Rd Dallas TX 75212 Capital Improvements 50000 Dallas Black Dance Theatre 2700 Flora St Dallas TX 75201 Capital Improvements 50000 Dallas Contemporary 161 Glass St Dallas TX 75207 Repairs and Improvements 10000 Dallas Heritage Village 1515 S Harwood St Dallas TX 75215 Repairs and Improvements 36775 Dallas Leadership Foundation 3103 Greenwood St Dallas TX 75204 Capital Improvements 20000 Dallas Life 1100 Cadiz St Dallas TX 75215 Capital Improvements 30000 Dallas Opera 2403 Flora Street Suite 500 Dallas TX 75201 Creation of new Opera 100000 Dallas Social Ventures Partners 12900 Preston Rd 1220 Dallas TX 75230 Capital Improvements 15000 Dallas Symphony Orchestra 2301 Flora Street Dallas TX 75201 Seating Repairs 60925 Dallas Theater Center 2400 Flora Street Dallas TX 75201 Re-staging of A Christmas Carol in the Wyly Theater 150000 East Dallas Community Organization (EDCO) 2900 Live Oak St Dallas TX 75204 Capital Improvements 15552 Episcopal School of Dallas 4344 Colgate Avenue Dallas TX 75225 Construction of a Wellness Center 100000 Friends of the Dallas Public Library 1515 Young Street 7th Floor Dallas TX 75201 Capital Improvements 25000 Frontiers of Flight Museum 6911 Lemmon Ave Dallas TX 75209 Capital Improvements 25000 Genesis Women's Shelter 4411 Lemmon Ave 201 Dallas TX 75219 Capital Improvements 40000 George W Bush Presidential Center 2943 SMU Blvd Dallas TX 75205 Capital Improvements 50000 Good Shepherd Community Center 4931 Bernal Dr Dallas TX 75212 Repairs and Improvements 20000 Goodwill Industries 1919 N Haskell Ave Dallas TX 75204 Development of a Resale Outlet 125000 Gretchen Fronterhouse Memorial - SWMF 3963 Maple Avemue Ste 100 Dallas TX 75219 Capital Improvements 500 Head Start of Greater Dallas 3950 Gannon Ln Dallas TX 75237 Repairs and Improvements 50000 HIS BridgeBuilders 2075 Commerce Street Dallas TX 75219 Equipment 50000 Human Rights Initiative of North Texas 2801 Swiss Ave Dallas TX 75204 Capital Improvements 28346 Junior League of Dallas 8003 Inwood Road Dallas TX 75209 Capital Improvements 2500 KERA - North Texas Public Broadcasting Inc 3000 Harry Hines Boulevard Dallas TX 75201 Repairs and Improvements 125000 KIPP TRUTH Academy 3200 S Lancaster Rd Ste 230A Dallas TX 75216 Capital Campaign 25000 Kitchen Dog Theater 3120 McKinney Ave Dallas TX 75204 Repairs and Improvements 10000 LBJ Presidential Library 2313 Red River St Austin TX 78705 Capital Improvements 50000 Letot Center 8214 Westchester Dr Ste 850 Dallas TX 75225 Construction of new facility 125000 MAss Care Task Force 4800 Harry Hines Blvd Dallas TX 75235 REGIONAL DISASTER PREPAREDNESS INITIATIVE 125000 Metro Dallas Homeless Alliance 2816 Swiss Ave Dallas TX 75204 Capital Improvements 42000 Mi Escuelita Preschool 4231 Maple Ave Dallas TX 75219 Capital Improvements 10000 Nasher Sculpture Garden 2001 Flora St Dallas TX 75201 Capital Improvements 75000 National Math & Science Initiative 325 N Saint Paul St Suite 2900 Dallas TX 75201 Capital Campaign 50000 New Friends New Life PO Box 192378 Dallas TX 75219 New Resource and Educational Space 25000 Nexus Recovery Center Inc 8733 La Prada Drive Dallas TX 75228 Repairs and Improvements 50000 Oak Hill Academy 9407 Midway Rd Dallas TX 75220 Capital Improvements 32314 OPEN Inc PO BOX 472223 Garland TX 75047 Capital Improvements 10000 Paramount Austin Theater 713 Congress Ave Austin TX 78701 Repairs and Improvements 42038 Perot Museum of Nature & Science PO Box 151469 Dallas TX 75315 Capital Building Program 200000 Phoenix House 2345 Reagan St Dallas TX 75219 Repairs and Improvements 36000 Planned Parenthood of North Texas 7424 Greenville Ave Suite 206 Dallas TX 75231 Equipment 50000 Promise House 224 W Page Ave Dallas TX 75208 Capital Improvements 20000 Real School Gardens 1700 University Drive Suite 260 Fort Worth TX 76107 CapitalCapital Improvements Improvements 50000 Resolana 2906 Swiss Ave Dallas TX 75204 Capital Improvements 2400 Ronald McDonald House of Fort Worth 1004 7th Ave Fort Worth TX 76104 Capital Improvements 50000 SafeHaven 3622 S Tyler St Dallas TX 75224 Capital Improvements 14000 SPCA of Texas 362 South Riverfront Boulevard Dallas TX 75207 Capital Campaign 75000 Special Camps for Special KidsCamp John 2824 Swiss Ave Dallas TX 75204 Repairs and Improvements 50000 St Mark's School of Texas 10600 Preston Rd Dallas TX 75230 Capital Improvements 55000 Suicide & Crisis Center of North Texas 2900 Live Oak St Dallas TX 75204 Capital Improvements 7265 SWMF- Dr Ron Anderson Professorship 3963 Maple Avemue Ste 100 Dallas TX 75219 Professorship in honor of Dr. Ron Anderson 100000 SWMF- UT Southwestern Medical Center 3963 Maple Avemue Ste 100 Dallas TX 75219 Construction of University Hospital 425000 SWMF-Children's Medical Center 1935 Medical District Drive Dallas TX 75235 Capital Campaign 150000 SWMF-Parkland Hospital Foundation 5201 Harry Hines Boulevard Dallas TX 75235 Capital Campaign 250000 TACA (The Arts Community Alliance) 1722 Routh St Dallas TX 75201 Capital Improvements 15870 Texas Land ConservancyOAK CLIFF NATURE PRESERVE 6626 Silvermine Drive Suite 300 Ausin TX 78736 Capital Improvements 50000 Texas Muslim Women's Center PO Box 863388 Plano TX 75086 Repairs and Improvements 50000 Texas State History Museum Foundation 1800 N Congress Ave Austin TX 78701 Repairs and Improvements 50000 Texas State Technical College 3801 Campus Drive Waco TX 76705 Capital Improvements 20000 Texas Tech University 2500 Broadway St Lubbock TX 79409 Capital Improvements 53000 The 50th Committee 2001 Ross Ave Suite 3170 Dallas TX 75201 Capital Improvements 75000 The Bridge 1818 Corsicana Dallas TX 75201 Capital Improvements 50000 The Covenant School 7300 Valley View Lane Dallas TX 75240 Construction of multi-purpose gymnasium 50000 The Hockaday School 11600 Welch Road Dallas TX 75229 Repairs and Improvements 125000 The Rise School 5923 Royal Ln Dallas TX 75230 Repairs and Improvements 23740 The Salvation Army - DFW Metroplex 5302 Harry Hines Blvd Dallas TX 75235 Capital Improvements 97644 Theatre 3 (challenge grant) 2800 Routh St Dallas TX 75201 Repairs and Improvements 50000 Undermain Theater 3200 Main Street Dallas TX 75226 Repairs and Improvements 25000 UTD Callier Center for Comm Disorders 800 W Campbell Road MP13 Dallas TX 75080 Repairs and Improvements 150000 VMLC (Vickery Meadows Learning Center) 1018 Gallagher St Dallas TX 75212 Capital Improvements 35000 Voice of Hope 4120 Gentry Dr Dallas TX 75212 Capital Improvements 15000 West Dallas Community School 2300 Canada Drive Dallas TX 75212 Repair air conditioning system 50000 White Rock Center of Hope 10021 Garland Rd Dallas TX 75218 Repairs and Improvements 17710 Wilkinson Center 3402 N Buckner Blvd 302 Dallas TX 75228 Capital Improvements 15000 5142049 Big Thought 2501 Oak Lane Avenue Suite 550 LB42 Dallas TX 75219 Thriving Minds Initiative 50000 Bishop Dunne Catholic School 3900 Rugged Dr Dallas TX 75224 Capital Improvements 150000 Bishop Lynch High School 9750 Ferguson Rd Dallas TX 75228 Capital Improvements 25000 Catholic Charities - Brady Center 4009 Elm St Dallas TX 75226 Capital Improvements 40000 Commit 3963 Maple Ave Dallas TX 75219 Capital Improvements 50000 Community Dental Care 1420 W Mockingbird Ln Dallas TX 75247 Capital Improvements 50000 Dallas Children's Theater 5938 Skillman St Dallas TX 75231 Capital Improvements 100000 Dallas Opera 2403 Flora Street Suite 500 Dallas TX 75201 Creation of a new opera 200000 Dallas Theater Center 2400 Flora Street Dallas TX 75201 Re-staging of A Christmas Carol in the Wyly Theater 150000 Fair Park Planning Initiative 1500 Marilla St Room 5CS Dallas TX 75201 Capital Improvements 100000 George W Bush Presidential Center 2943 SMU Blvd Dallas TX 75205 Capital Improvements 50000 Greenhill School 4141 Spring Valley Rd Addison TX 75001 Repairs and Improvements 300000 Harry Ransom Center at UT-Austin 300 W 21st St Austin TX 78712 Capital Improvements 75000 Jubilee Park & Community Center 907 Bank Street Dallas TX 75223 Capital Improvements 25000 KERA - North Texas Public Broadcasting Inc 3000 Harry Hines Boulevard Dallas TX 75201 Repairs and Improvements 125000 LBJ Presidential Library 2313 Red River St Austin TX 78705 Capital Improvements 50000 Letot Center 8214 Westchester Dr Ste 850 Dallas TX 75225 Construction of new facility 375000 Mass Care Task Force 4800 Harry Hines Blvd Dallas TX 75235 Regional Disaster Preparedness Initiative 250000 Methodist Health System Foundation 1441 N Beckley Avenue Dallas TX 75203 Capital Improvements 400000 Nasher Sculpture Garden 2001 Flora St Dallas TX 75201 Capital Improvements 150000 Planned Parenthood of North Texas 7424 Greenville Ave Suite 206 Dallas TX 75231 Equipment 50000 Shared Housing Center Inc 402 N Good Latimer Expy Dallas TX 75204 Repairs and Improvements 50000 St Mark's School of Texas 10600 Preston Rd Dallas TX 75230 Capital Improvements 195000 State Fair Livestock Center (State Fair of Texas Agriculture and Livestock PO Box 150009 Dallas TX 75315 New facility 50000 SWMF- UT Southwestern Medical Center 3963 Maple Avemue Ste 100 Dallas TX 75219 Construction of University Hospital 1275000 SWMF-Children's Medical Center 1935 Medical District Drive Dallas TX 75235 Capital Campaign 150000 SWMF-Parkland Hospital Foundation 5201 Harry Hines Boulevard Dallas TX 75235 Capital Campaign 250000 Texas 4-H Foundation 4180 State Highway 6 College Station TX 77845 Capital Improvements 50000 Texas Horse Park 4848 Lemmon Ave Suite 100-416 Dallas TX 75219 Capital Campaign 50000 The 50th Committee 2001 Ross Ave Suite 3170 Dallas TX 75201 Capital Improvements 75000 The Hockaday School 11600 Welch Road Dallas TX 75229 Capital Campaign 375000 The Winston School 5707 Royal Ln Dallas TX 75229 Capital Improvements 250000 University of Dallas 1845 E Northgate Dr Irving TX 75062 Capital Improvements 100000 Urban League of Greater Dallas 210 Carver Drive 102B Garland TX 75040 Development of a Vocational Skills Training Site 300000 UTD Callier Center for Comm Disorders 800 W Campbell Road MP13 Dallas TX 75080 Expansion of facilities 150000 6085000 14 2802163 18 3296507 LITIGATION PROCEEDS 8788 0 6098670 8788 6107458 11 LITIGATION PROCEEDS 0 0 0 0 0 0 0 0 0 0 X X 1 Karl Hoblitzelle Trust PO Box 830241 Dallas TX 752830241 38717 X Accounting Fees 30472 0 30472 2 Side Charis #348 1971-09-07 864 864 SL 5.000000000000 0 0 1 Black Leather Exec. Chair 1971-09-07 377 377 SL 5.000000000000 0 0 2 Double Pedestal Desk 1971-09-07 985 985 SL 20.000000000000 0 0 1 Umbrella Stand 1971-09-07 65 65 SL 15.000000000000 0 0 1 Credenza w/ Lateral File 1971-09-07 526 526 SL 20.000000000000 0 0 Pedestal Desk & Credenza 1990-06-04 2196 2196 200DB 7.000000000000 0 0 Kitchen Table 1990-07-11 400 400 200DB 7.000000000000 0 0 Neoclassic Side Table 1990-09-17 159 159 200DB 7.000000000000 0 0 4-Drawer File Cabinet 1991-05-30 215 215 200DB 7.000000000000 0 0 Lateral File 1992-07-24 549 549 200DB 7.000000000000 0 0 Framed Picture - Majectic Theatre 1992-07-28 506 506 200DB 7.000000000000 0 0 Flat-top Desk 1998-03-02 1199 1199 200DB 7.000000000000 0 0 Computer Credenza 1998-03-02 899 899 200DB 7.000000000000 0 0 Gardall 4820 Office Safe 2000-11-07 1147 1147 200DB 7.000000000000 0 0 Dell GX260/18" Flat Panel 2003-05-20 1853 1853 200DB 5.000000000000 0 0 Dell GX260/21" Flat Panel 2003-05-20 1764 1764 200DB 5.000000000000 0 0 HP Laserjet 2300dt Printer 2003-05-20 1415 1415 200DB 5.000000000000 0 0 Office XP Software 2003-05-20 340 340 200DB 5.000000000000 0 0 Dell Laser Printer 1720 2008-01-28 199 188 200DB 5.000000000000 11 0 Xerox Copier 2009-11-19 2183 1554 200DB 5.000000000000 252 0 5 Lateral Files 2010-03-03 4858 2734 200DB 7.000000000000 607 0 1 Work Table 2010-03-16 610 343 200DB 7.000000000000 76 0 1 Midback Chair 2010-03-16 300 169 200DB 7.000000000000 37 0 2 Dell Optiplex Desktop 2010-03-26 2875 2047 200DB 5.000000000000 331 0 2 Bookcases 2010-04-02 600 338 200DB 7.000000000000 75 0 2008 Ford Expedition 2008-11-15 29671 13385 200DB 5.000000000000 1875 0 Bookcases 2010-05-19 2027 393 200DB 7.000000000000 177 0 Communication/Internet Equipment 2010-08-31 14967 2902 200DB 7.000000000000 1309 0 HP Color LaserJet CP2025dn Printer 2012-01-05 675 67 200DB 5.000000000000 108 0 Corporate Bonds 9816342 10346078 Corporate Stock 55100830 77246405 10090213 10466149 0 0 Other FMV 22984056 20019350 2 Side Charis #348 864 864 0 1 Black Leather Exec. Chair 377 377 0 2 Double Pedestal Desk 985 985 0 1 Umbrella Stand 65 65 0 1 Credenza w/ Lateral File 526 526 0 Pedestal Desk & Credenza 2196 2196 0 Kitchen Table 400 400 0 Neoclassic Side Table 159 159 0 4-Drawer File Cabinet 215 215 0 Lateral File 549 549 0 Framed Picture - Majectic Theatre 506 506 0 Flat-top Desk 1199 1199 0 Computer Credenza 899 899 0 Gardall 4820 Office Safe 1147 1147 0 Dell GX260/18" Flat Panel 1853 1853 0 Dell GX260/21" Flat Panel 1764 1764 0 HP Laserjet 2300dt Printer 1415 1415 0 Office XP Software 340 340 0 Dell Laser Printer 1720 199 199 0 Xerox Copier 2183 1806 377 5 Lateral Files 4858 3341 1517 1 Work Table 610 419 191 1 Midback Chair 300 206 94 2 Dell Optiplex Desktop 2875 2378 497 2 Bookcases 600 413 187 2008 Ford Expedition 29671 15260 14411 Bookcases 2027 1584 443 Communication/Internet Equipment 14967 11695 3272 HP Color LaserJet CP2025dn Printer 675 513 162 Legal Fees 5213 0 5213 Security Deposit - FDN Office Lease 4550 4550 4550 Silver Collection - Esther Hoblitzelle 650 650 650 Paintings & Art Objects 16500 16500 16500 Cavalcade of Texas Film 1479 1479 1479 Other Assets 1001 1001 1001 Pension Benefit 1354 0 0 Noncash adjustmemts to Investments 9374 Excise tax on Investment Income 102274 Contract Labor 2900 0 2900 Insurance 43775 6566 37209 Office Expense 7352 0 7352 Membership Dues 4486 0 4486 Other Expenses 5332 331 5001 LITIGATION PROCEEDS 8788 8788 NONDIVIDEND DISTRIBUTIONS 28746 Grants Payable Decrease 477380 Pension Liabilities Payable 2620557 2229410 Other Fees 311534 218074 93460 Property Taxes 1226 184 1042 Texas Workforce Commission 194 29 165