The Hoak Foundation FY2020 filing

Tax-deductible

Dallas, TX501(c)(3)EIN 75-2357697Revenue $507K in FY2020

On file with the IRShoakfoundation.org3963 Maple Ave Ste 450, 75219-3236 · Dallas, TXTax-exempt since Jul 1992Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $896K a year · 53% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
69 mo
of spending, in cash
Looks good: 69.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$507K
Spent
$334K
Net assets
$6.6M
By yearFY2020–FY2024
Revenue
$507K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$507K
FY2021$2.8M
FY2022$2.3M
FY2023$1.4M
FY2024$1.5M
Expenses
$334K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$334K
FY2021$425K
FY2022$503K
FY2023$1.4M
FY2024$1.4M
Net assets
$6.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6.6M
FY2021$10.3M
FY2022$9.7M
FY2023$11.1M
FY2024$12.5M

From the FY2020 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 85% · $285K Operating & administrative 15% · $49K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See The Hoak Foundation executive salaries →

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Programs and updates

A private foundation based in Dallas, TX.

Questions for The Hoak Foundation

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 63 grants · $1.3M · 2024–2024
Yale UniversityFY2024$1,002,000
St Mark's School of TexasFY2024$51,500
Hockaday SchoolTX · FY2024$40,000
Cathedral of the MadeleineUT · FY2024$26,000
Hockaday SchoolTX · FY2024$12,500
Lamplighter SchoolFY2024$11,000
Collegiate SchoolFY2024$11,000
Montana State University Alumni FoundationFY2024$10,000
Watson Youth Gold FoundationFY2024$5,000
The ValentineFY2024$5,000
Montage Health FoundationCA · FY2024$5,000
AspireFY2024$5,000
Visiting Nurse AssociationFY2024$4,500
YMCA of Greater RichmondFY2024$2,500
Wake Forest UniversityNC · FY2024$2,500
Sheltering Arms FoundationFY2024$2,500
Tulane UniversityFY2024$2,000
See all 63 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV28
Average grantPart XV$20K
Median grantPart XV$1K
Largest grantPart XV$1.0M
Top cause focusNTEEEducation (11%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$507K
Investment income$396K
Gifts and grants$100K
Other income$11K
Money out
$334K
Grants paid$285K
Running costs$49K
Owns and owes
$6.6M
net assets
Cash and savings$1.9M
Total assets$6.6M
Liabilities$0
2In more detail
Revenue in detail
Gifts and grants$100K
Investment income$396K
Other income$11K
Total revenue$507K
Assets in detailEnd of year
Cash and savings together$1.9M
Total assets$6.6M
Liabilities$0
Net assets$6.6M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$1.4M$119K$12.5M 990 PDF
FY2023 $1.4M$1.4M$42K$11.1M 990 PDF
FY2022 $2.3M$503K$1.8M$9.7M 990 PDF
FY2021 $2.8M$425K$2.3M$10.3M 990 PDF
FY2020 Viewing $507K$334K$172K$6.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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