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Nonprofit · EIN 75-2357697

THE HOAK FOUNDATION

Tax-exempt · DALLAS, TX 75219

Financials

$1.4M$1.4M2023$1.5M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of THE HOAK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,482,990$1,364,447$118,543$12,485,994$0$12,485,994
December 31, 2023990-PF$1,422,861$1,380,527$42,334$11,081,338$0$11,081,338
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,404,655
Dividends
$452,303
Interest
$1,251
Net gain from sales of assets
-$375,219

Expenses

Grants and similar amounts paid
$1,252,720
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,257,090
Excise tax on investment income
$4,812

Balance sheet and other

Total assets, start of year
$11,081,338
Total assets, end of year
$12,485,994
Total liabilities, end of year
$0
Net assets, end of year
$12,485,994
Fair market value of assets
$12,485,994
Qualifying distributions
$1,257,090
Net investment income
$453,554

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMES M HOAK
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
PRESIDENT/TRUSTEE1$0
NANCY J HOAK
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
VICE PRESIDENT/TRUSTEE1$0
KATHLEEN HOAK POWER
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
VICE PRESIDENT/TRUSTEE1$0
KELLY SLAYTON
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JAMES M HOAK
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
PRES/EXECUTIVE DIRECTOR1$0
NANCY J HOAK
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
VICE PRESIDENT1$0
KATHLEEN HOAK POWER
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
VICE PRESIDENT1$0
KELLY SLAYTON
3963 MAPLE AVE SUITE 450, DALLAS, TX 75219
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
3963 MAPLE AVE STE 450, DALLAS, TX 75219-3236
Signed the 990-PF
JAMES M HOAK, PRESIDENT
Phone
(972) 960-4802
Return prepared by
DANIELS & ERICKSON PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-2357697
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,485,994
Income (IRS master file)
$3,028,686

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,482,990$1,364,447$12,485,994IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,422,861$1,380,527$11,081,338XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 75-2357697).

Questions about THE HOAK FOUNDATION

What is the EIN of THE HOAK FOUNDATION?
The employer identification number (EIN) of THE HOAK FOUNDATION is 75-2357697.
Is THE HOAK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to THE HOAK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE HOAK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE HOAK FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE HOAK FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE HOAK FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THE HOAK FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,482,990, expenses of $1,364,447 and total assets of $12,485,994 at year end.

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