Nonprofit · EIN 52-7186004
THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION
Also known as TUA T BRAUN & BOCKLETT FAM FDN
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $564,499 | $238,863 | $325,636 | $4,053,008 | $0 | $4,053,008 |
| May 31, 2025 | 990-PF | $337,209 | $224,817 | $112,392 | $3,576,228 | $0 | $3,576,228 |
| May 31, 2024 | 990-PF | $124,293 | $203,816 | -$79,523 | $3,494,056 | $0 | $3,494,056 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $100,264
- Net gain from sales of assets
- $464,235
Expenses
- Grants and similar amounts paid
- $180,500
- Compensation of officers, directors and key employees
- $33,671
- Disbursements for charitable purposes
- $206,159
- Excise tax on investment income
- $7,472
Balance sheet and other
- Total assets, start of year
- $3,576,228
- Total assets, end of year
- $4,053,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,053,008
- Fair market value of assets
- $5,086,411
- Qualifying distributions
- $206,159
- Net investment income
- $562,924
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $33,671 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $30,917 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $28,078 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA NA
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-7186004
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,576,228
- Income (IRS master file)
- $810,484
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $564,499 | $238,863 | $4,053,008 | XML |
| 990-PF | May 2025 | $337,209 | $224,817 | $3,576,228 | XML |
| 990-PF | May 2024 | $124,293 | $203,816 | $3,494,056 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-7186004).
Questions about THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION
- What is the EIN of THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION?
- The employer identification number (EIN) of THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION is 52-7186004.
- Is THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $33,671 (BANK OF AMERICA, TRUSTEE).
- How much revenue does THELMA BRAUN AND BOCKLETT FAMILY FOUNDATION have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $564,499, expenses of $238,863 and total assets of $4,053,008 at year end.
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