HOBLITZELLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HOBLITZELLE FOUNDATION (EIN 75-6003984)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-08-03
- IRS object ID
- 202622159349100362
- Schema version
- 2025v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2026-08-03T14:01:32-05:00 | ReturnTs |
| Tax Period End | 2026-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756003984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBLITZELLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBL | BusinessNameControlTxt |
| Phone | 2143730462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN H ROBBINS | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2143730462 | PhoneNum |
| Signature | 2026-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE CPA | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $184,163,038 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,391,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,391,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,309,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,599,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,309,403 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $212,656 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,913,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,700,583 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $378,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,812 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $321,938 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $219,052 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $32,858 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $101,757 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $638,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $631,407 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,593 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,592 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $93,471 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,021 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $79,450 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,130 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,632,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $738,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $674,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,814,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,744,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,446,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $738,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,418,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,466,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,962,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,002 | CashBOYAmt |
| Cash EOY | $29,732 | CashEOYAmt |
| Cash EOYFMV | $29,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,483,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,094,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,094,558 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $348,390 | AcctRcvblAmt |
| Acct Rcvbl BOY | $425,889 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $348,390 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $348,390 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $19,493,472 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,797,931 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,694,583 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $84,766,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,816,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,716,305 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,488,174 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,958,808 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,260,990 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $18,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $135,684,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,064,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,163,038 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $7,400,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,470,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,596,839 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,523,953 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,996,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,993,953 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $126,687,440 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $134,070,709 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,687,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,070,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,684,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,064,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,687,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,466,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $134,153,944 | SubtotalAmt |
| Other Decreases | $83,235 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,070,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $40,599,218 | GrossSalesPriceAmt |
| Cost Or Other Basis | $30,289,815 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,309,403 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,309,403 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,309,403 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $194,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $194,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $151,690 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $151,690 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $42,382 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HOBLITZELLE.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 2142091965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 19TH FL | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHRYN H ROBBINS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PRESIDENT AND CEO | 40.00 | $297,000 | $44,550 | $0 |
| AMIE KARNES | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | OPERATIONS MANAGER | 40.00 | $81,750 | $12,263 | $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 |
| JEANNE WHITMAN BOBBITT | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NITA PROTHRO CLARK | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER STAUBACH GATES | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830241 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752830241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENT-ADVISORY | ServiceTypeTxt |
| Compensation | $631,407 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $170,205,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,903,952 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,109,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $175,109,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,626,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,483,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,624,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,624,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194,072 | TotalTaxAmt |
| Distributable Before Adj | $8,430,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,430,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,430,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,418,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,418,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,430,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $394,128 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $360,506 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $754,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,418,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,418,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,340 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,340 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $743,294 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $743,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $382,788 | ExcessFromYear3Amt |
| Excess From Year2 | $360,506 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN H ROBBINS PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE SUITE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143730462 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15TH, APRIL 15TH, AND AUGUST 15TH; THE NEXT BUSINESS DAY IF THESE DATES FALL ON A WEEKEND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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." | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN MUSEUM | |||||||
| 3536 GRAND AVE | DALLAS | TX | 75210 | PC | TO SUPPORT RENOVATIONS AHEAD OF FIFA FAN FEST AND THE MANDELA EXHIBIT. | $100,000 | |
| ASSOCIATION FOR INDEPENDENT LIVING | |||||||
| 2826 STOREY LANE | DALLAS | TX | 75220 | PC | TOWARD A VARIETY OF CAPITAL UPDATES AT THIS LIVING COMMUNITY. | $25,000 | |
| AT&T PERFORMING ARTS CENTER | |||||||
| 700 N PEARL ST STE N1800 | DALLAS | TX | 75201 | PC | TOWARD ENCLOSING THE ELEVATORS AT THE DEE AND CHARLES WYLY THEATRE. | $500,000 | |
| AUDUBON DALLAS | |||||||
| PO BOX 12713 | DALLAS | TX | 75225 | PC | TOWARD EXPANSION OF CEDAR RIDGE PRESERVE. | $50,000 | |
| AVANCE NORTH TEXAS | |||||||
| 2060 SINGLETON BLVD STE 103 | DALLAS | TX | 75212 | PC | FOR NEW TECHNOLOGY FOR THE PARENT CHILD EDUCATION PROGRAM (PCEP). | $19,800 | |
| BEHIND EVERY DOOR | |||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | PC | FOR SIGNAGE AND A HISTORY WALL AT THEIR NEWLY RENOVATED CEDAR CREST COMMUNITY CENTER. | $26,200 | |
| CAFE MOMENTUM | |||||||
| 1510 PACIFIC AVENUE | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW FLAGSHIP HEADQUARTERS AND RESTAURANT. | $150,000 | |
| CATCH UP & READ | |||||||
| 12222 MERIT DRIVE SUITE 110 | DALLAS | TX | 75251 | PC | FOR UPDATED TECHNOLOGY FOR STAFF AND PARTNER CAMPUSES. | $25,000 | |
| CATHOLIC CHARITIES OF DALLAS INC | |||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | TOWARD A CAPITAL CAMPAIGN TO BUILD A SERVICE HUB IN MCKINNEY. | $150,000 | |
| CHILDREN FIRST INC | |||||||
| 621 NW 6TH STREET | GRAND PRAIRIE | TX | 75050 | PC | FOR WINDOW PRIVACY COVERINGS IN THEIR COUNSELING OFFICES. | $20,000 | |
| CIRCUIT TRAIL CONSERVANCY DBA THE LOOP DALLAS | |||||||
| 3000 PEGASUS PARK DR 744 | DALLAS | TX | 75247 | PC | TOWARD A CAPITAL CAMPAIGN TO FACILITATE THE COMPLETION OF THE LAST TWO MILES OF THE 50-MILE TRAIL. | $500,000 | |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | |||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 780285304 | PC | FOR COSTS ASSOCIATED WITH FLOOD RELIEF EFFORTS. | $10,000 | |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK DRIVE | DALLAS | TX | 75247 | PC | FOR UPDATED TECHNOLOGY. | $26,100 | |
| CRISTO REY DALLAS HIGH SCHOOL INC | |||||||
| 9701 SAN LEON AVE | DALLAS | TX | 75217 | PC | FOR A VEHICLE TO EXPAND THE CORPORATE WORK STUDY PROGRAM. | $75,000 | |
| DALLAS AREA HABITAT FOR HUMANITY | |||||||
| 2800 N HAMPTON RD | DALLAS | TX | 75212 | PC | TOWARD THE REPURCHASE OF THE DALLAS AREA HABITAT HEADQUARTERS IN WEST DALLAS. | $100,000 | |
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 MOUNTAIN CREEK PARKWAY | DALLAS | TX | 75211 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW BUILDING FOR THE BUSINESS SCHOOL. | $100,000 | |
| DALLAS CHAMBER SYMPHONY | |||||||
| 16910 DALLAS PARKWAY SUITE 218 | DALLAS | TX | 75248 | PC | TOWARD ADMINISTRATIVE TECHNOLOGY ENHANCEMENTS. | $52,400 | |
| DALLAS CITY HOMES | |||||||
| 711 N BECKLEY AVE SUITE D | DALLAS | TX | 75203 | PC | FOR RENOVATIONS AT THE HILLBURN HILLS COMMUNITY CENTER IN PLEASANT GROVE. | $25,000 | |
| DALLAS HISTORICAL SOCIETY | |||||||
| 3939 GRAND AVE | DALLAS | TX | 75210 | PC | SUPPORT OF DALLAS HISTORY MAKER AWARD FOR EXCELLENCE (HOBLITZELLE FOUNDATION HONORED) | $12,500 | |
| DALLAS ZOOLOGICAL SOCIETY | |||||||
| 650 S R L THORNTON FREEWAY | DALLAS | TX | 75203 | PC | TOWARD THE "WILD HORIZONS" CAPITAL CAMPAIGN. | $500,000 | |
| DOWNTOWN DALLAS INC | |||||||
| 1401 ELM STREET SUITE 500 | DALLAS | TX | 75202 | PC | TOWARD TO SAFE IN THE CITY INITIATIVE. | $100,000 | |
| ESPERANZA MINISTRIES DBA CASA DEL LAGO | |||||||
| PO BOX 540324 | DALLAS | TX | 75354 | PC | TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES. | $75,000 | |
| FERGUSON ROAD INITIATIVE | |||||||
| PO BOX 570417 | DALLAS | TX | 75357 | PC | FOR UPDATED TECHNOLOGY. | $20,000 | |
| FIRST BAPTIST ACADEMY | |||||||
| 7898 SAMUELL BLVD | DALLAS | TX | 75228 | PC | TOWARD A CAPITAL CAMPAIGN FOR CAMPUS EXPANSION. | $50,000 | |
| GOODWILL INDUSTRIES OF DALLAS | |||||||
| 3020 N WESTMORELAND ROAD | DALLAS | TX | 75212 | PC | TOWARD THE "NOW AND FOREVER" CENTENNIAL CAMPAIGN. | $500,000 | |
| HOCKADAY SCHOOL (NOVAKOV DIRECTED) | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | PC | LYDIA NOVAKOV - BOARD DIRECTED GRANT UPON RETIREMENT | $25,000 | |
| HOPE SUPPLY CO | |||||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | PC | FOR A NEW BOX TRUCK. | $47,000 | |
| IT'S A SENSORY WORLD | |||||||
| 13617 NEUTRON RD | FARMERS BRANCH | TX | 75244 | PC | FOR CAPITAL IMPROVEMENTS AT THIS SENSORY-FRIENDLY SCHOOL AND THERAPY FACILITY. | $45,900 | |
| JAMES DICK FOUNDATION FOR THE PERFORMING ARTS | |||||||
| 248 JASTER ROAD | ROUND TOP | TX | 789540089 | PC | FOR TECHNOLOGY UPGRADES AT THIS CLASSICAL MUSIC INSTITUTE. | $18,500 | |
| JOPPY MOMMA'S FARM | |||||||
| 7724 CARBONDALE ST | DALLAS | TX | 75216 | PC | FOR INFRASTRUCTURE IMPROVEMENTS AND EQUIPMENT. | $50,000 | |
| JUBILEE PARK & COMMUNITY CENTER | |||||||
| PO BOX 140679 | DALLAS | TX | 75214 | PC | FOR VARIOUS CAPITAL UPDATES TO THEIR CAMPUS. | $50,000 | |
| KID NET FOUNDATION DBA JONATHAN'S PLACE | |||||||
| 6065 DUCK CREEK DRIVE | GARLAND | TX | 75043 | PC | FOR UPDATED TECHNOLOGY. | $64,000 | |
| MAGDALEN HOUSE THE | |||||||
| 4513 GASTON AVENUE | DALLAS | TX | 75246 | PC | TOWARD A CAPITAL CAMPAIGN TO EXPAND CAPACITY OF THE MEN'S PROGRAM. | $50,000 | |
| MEN OF NEHEMIAH | |||||||
| 2010 AL LIPSCOMB WAY | DALLAS | TX | 75215 | PC | TOWARD THE BUILDING FUTURES CAMPAIGN FOR REPLACEMENT FACILITIES. | $100,000 | |
| METROCARE SERVICES | |||||||
| 3242 REMOND DRIVE | DALLAS | TX | 75211 | PC | FOR ADDITIONAL SUPPORT OF THE "CHANGING MINDS" CAPITAL CAMPAIGN. | $500,000 | |
| NETWORK OF COMMUNITY MINISTRIES | |||||||
| 1500 INTERNATIONAL PARKWAY SUITE | RICHARDSON | TX | 75081 | PC | TOWARD CAPITAL NEEDS AT THIS SOCIAL SERVICE AGENCY IN RICHARDSON. | $65,000 | 300 |
| 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. | $250,000 | |
| NORTH TEXAS SPORTS FOUNDATION | |||||||
| 900 JACKSON STREET SUITE 380 | DALLAS | TX | 75202 | PC | TOWARD THE GATEWAY COMMUNITY INITIATIVE, A FIFA LEGACY PROJECT | $100,000 | |
| OURCALLING | |||||||
| PO BOX 140428 | DALLAS | TX | 75214 | PC | FOR TECHNOLOGY DEVELOPMENT. | $100,000 | |
| PEDIPLACE | |||||||
| 502 S OLD ORCHARD LANE SUITE 126 | LEWISVILLE | TX | 75067 | PC | TOWARD A $225,000 EFFORT TO UPDATE TECHNOLOGY AND PHYSICAL INFRASTRUCTURE. | $25,000 | |
| SOUTH DALLAS FAIR PARK INNERCITY CDC | |||||||
| 4907 SPRING AVENUE | DALLAS | TX | 75210 | PC | TOWARD AN EFFORT TO CREATE A WIC STORE IN MILL CITY. | $50,000 | |
| SOUTHWEST TRANSPLANT ALLIANCE | |||||||
| 8190 MANDERVILLE LANE | DALLAS | TX | 75231 | PC | TOWARD EXPANSION OF THE HOBLITZELLE PERFUSION LAB. | $100,000 | |
| SOUTHWESTERN MEDICAL FOUNDATION KARL & ESTHER HOBLITZELLE FUND | |||||||
| 3889 MAPLE AVENUE SUITE 100 | DALLAS | TX | 75219 | PC | TOWARD A NEW DALLAS PEDIATRIC HOSPITAL CAMPUS | $1,000,000 | |
| 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. | $250,000 | |
| SPCA OF TEXAS | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | PC | TOWARD A CAPITAL CAMPAIGN TO SIGNIFICANTLY EXPAND FACILITIES. | $100,000 | |
| TEXAS DISABILITY PROJECT | |||||||
| 500 N CENTRAL EXPRESSWAY SUITE 500 | PLANO | TX | 75074 | PC | FOR SUPPORT OF THE TEXAS DISABILITY PROJECT. | $50,000 | |
| THE ARTS COMMUNITY ALLIANCE (TACA) | |||||||
| 1722 ROUTH STREET SUITE 800 | DALLAS | TX | 75201 | PC | FOR UPDATED TECHNOLOGY. | $50,000 | |
| THE DALLAS OPERA | |||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | PC | TOWARD INFRASTRUCTURE REPAIRS AT THE KARAYANIS REHEARSAL AND PRODUCTION CENTER (KRPC) IN FAIR PARK. | $125,000 | |
| THE GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | PC | TOWARD THE BUSH CENTER CELEBRATING AMERICAS SEMIQUINCENTENNIAL (A250), INCLUDING OUTDOOR EXHIBIT, INDEPENDENCE DAY CELEBRATION AND RELATED ACTIVITIES | $100,000 | |
| 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 | $250,000 | |
| TRINITY HABITAT FOR HUMANITY | |||||||
| 9333 N NORMANDALE STREET | FORT WORTH | TX | 76116 | PC | TOWARD UPDATES TO THE TECHNOLOGY THAT TRACKS HOME REPAIR WORK (USED BY OVER 30 HABITAT ORGANIZATIONS.) | $50,000 | |
| TRUSTED WORLD FOUNDATION INC | |||||||
| 613 EASY ST | GARLAND | TX | 75042 | PC | TOWARD A CAPITAL CAMPAIGN TO EXPAND FACILITIES. | $25,000 | |
| UNITED TO LEARN | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 940 | DALLAS | TX | 75247 | PC | TOWARD CAPITAL ASPECTS OF THEIR EXPANSION AT DISD CAMPUSES. | $100,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | TOWARD CAPITAL ASPECTS OF THEIR CENTENNIAL CAMPAIGN. | $250,000 | |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 762035017 | PC | FOR A DOLBY ATMOS SCORING AND SPATIAL AUDIO STUDIO. | $200,000 | |
| URSULINE ACADEMY OF DALLAS (NOVAKOV DIRECTED) | |||||||
| 4900 WALNUT HILL LANE | DALLAS | TX | 75229 | PC | LYDIA NOVAKOV - BOARD DIRECTED GRANT UPON RETIREMENT | $25,000 | |
| VISITING NURSE ASSOCIATION | |||||||
| 1420 W MOCKINGBIRD LANE SUITE 700 | DALLAS | TX | 75247 | PC | TOWARD A HOSPICE HOUSE. | $150,000 | |
| VOLUNTEERS OF AMERICA TEXAS | |||||||
| 300 E MIDWAY DRIVE | EULESS | TX | 76039 | PC | TOWARD CAPITAL IMPROVEMENTS AT AN AFFORDABLE HOUSING COMMUNITY FOR SENIORS. | $100,000 | |
| WILKINSON CENTER | |||||||
| 8344 E RL THORNTON FREEWAY SUITE | DALLAS | TX | 75228 | PC | FOR UPDATED TECHNOLOGY | $67,300 | 235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,744,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AT&T PERFORMING ARTS CENTER | ||||||
| 700 N PEARL ST STE N1800 | DALLAS | TX | 75201 | PC | TOWARD ENCLOSING THE ELEVATORS AT THE DEE AND CHARLES WYLY THEATRE. | $500,000 |
| DALLAS CASA | ||||||
| 2757 SWISS AVE | DALLAS | TX | 75204 | PC | FOR OFFICE RENOVATIONS. | $70,000 |
| FAIR PARK FIRST | ||||||
| 3809 GRAND AVENUE | DALLAS | TX | 75210 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. | $400,000 |
| 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. | $500,000 |
| SOUTHWESTERN MEDICAL FOUNDATION KARL & ESTHER HOBLITZELLE FUND | ||||||
| 3889 MAPLE AVENUE SUITE 100 | DALLAS | TX | 75219 | PC | TOWARD A NEW DALLAS PEDIATRIC HOSPITAL CAMPUS | $3,000,000 |
| 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. | $500,000 |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | TOWARD CAPITAL ASPECTS OF THEIR CENTENNIAL CAMPAIGN. | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,470,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,391,180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,309,403 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $212,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,913,239 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,913,239 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,525 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $38,958,808 | EOYBookValueAmt |
| EOYFMV | $39,260,990 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $90,816,763 | EOYBookValueAmt |
| EOYFMV | $133,716,305 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,797,931 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,694,583 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILVER COLLECTION - ESTHER HOBLITZELLE | $500 | $500 | $500 |
| PAINTINGS & ART OBJECTS | $16,500 | $16,500 | $16,500 |
| CAVALCADE OF TEXAS FILM | $1,480 | $1,480 | $1,480 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $83,235 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $66,057 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $66,057 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $212,656 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $212,656 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED PENSION OBLIGATION | Desc |
| BOY Book Value | $1,596,839 | BOYBookValueAmt |
| EOY Book Value | $1,523,953 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $631,407 | $631,407 | $0 |
| OTHER PROFESSIONAL FEES | $6,593 | $0 | $6,593 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $23,050 | $3,458 | $19,592 |
| FEDERAL EXCISE TAXES | $135,000 | $0 | $0 |
Comments