Thelma Braun And Bocklett Family Foundation

Tua T Braun & Bocklett Fam Fdn

Dallas, TX
Tax-exempt since July 2002
EIN: 52-7186004

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$337k (2025)

Expenses

$225k (2025)

Total Assets

$3.58M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$337,209

Expenses

$224,817

Net Income

$112,392

Net Assets

$3,576,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,872	30.8%
Sales of Assets	$233,337	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,102	88.1%
Compensation of Officers*	$30,917	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,576,228
Total Liabilities	$0
Net Assets	$3,576,228

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$30,917	$0

990-PF

Filed on Aug. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2024

Revenue

$124,293

Expenses

$203,816

Net Income

-$79,523

Net Assets

$3,494,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,047	74.9%
Sales of Assets	$23,015	18.5%
Other Income	$8,231	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,480	89.0%
Compensation of Officers*	$28,078	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,494,056
Total Liabilities	$0
Net Assets	$3,494,056

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$28,078	$0

990-PF

Filed on July 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2023

Revenue

-$87,542

Expenses

$239,293

Net Income

-$326,835

Net Assets

$3,523,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,311
Sales of Assets	-$163,853
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,561	84.2%
Compensation of Officers*	$26,758	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,523,133
Total Liabilities	$0
Net Assets	$3,523,133

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$26,758	$0

990-PF

Filed on Aug. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2022

Revenue

$730,916

Expenses

$233,672

Net Income

$497,244

Net Assets

$3,835,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,957	10.3%
Sales of Assets	$655,959	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,139	87.4%
Compensation of Officers*	$31,009	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,835,247
Total Liabilities	$0
Net Assets	$3,835,247

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$31,009	$0

990-PF

Filed on June 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2021

Revenue

$264,686

Expenses

$184,521

Net Income

$80,165

Net Assets

$3,725,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,515	23.2%
Sales of Assets	$203,171	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,446	86.4%
Compensation of Officers*	$31,095	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,725,442
Total Liabilities	$1
Net Assets	$3,725,441

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$31,095	$0

990-PF

Filed on July 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2020

Revenue

$235,254

Expenses

$205,985

Net Income

$29,269

Net Assets

$3,217,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,640	33.9%
Sales of Assets	$153,109	65.1%
Other Income	$2,505	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,096	85.5%
Compensation of Officers*	$44,232	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,217,288
Total Liabilities	$1
Net Assets	$3,217,287

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$44,232	$0

990-PF

Filed on Aug. 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$206,869

Expenses

$213,758

Net Income

-$6,889

Net Assets

$3,274,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,843	34.2%
Sales of Assets	$136,026	65.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,045	81.4%
Compensation of Officers*	$44,164	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,274,500
Total Liabilities	$0
Net Assets	$3,274,500

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$44,164	$0

990-PF

Filed on Aug. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2018

Revenue

$310,358

Expenses

$199,872

Net Income

$110,486

Net Assets

$3,352,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,508	22.1%
Sales of Assets	$241,850	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,635	83.4%
Compensation of Officers*	$44,808	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,352,382
Total Liabilities	$0
Net Assets	$3,352,382

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$44,808	$0

990-PF

Filed on July 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

$183,717

Expenses

$198,001

Net Income

-$14,284

Net Assets

$3,230,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,378	37.2%
Sales of Assets	$115,339	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,343	84.5%
Compensation of Officers*	$43,851	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,230,441
Total Liabilities	$0
Net Assets	$3,230,441

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$42,051	$0
Jack B Lilley (Advisor)	$600	$0
Jerry Culpepper (Advisor)	$600	$0
Wayne E Delaney (Advisor)	$600	$0

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990-PF

Filed on Aug. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

-$28,170

Expenses

$206,756

Net Income

-$234,926

Net Assets

$3,271,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,280
Sales of Assets	-$108,473
Other Income	$1,023

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,466	85.8%
Compensation of Officers*	$43,723	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,271,433
Total Liabilities	$0
Net Assets	$3,271,433

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$41,923	$0
Jack B Lilley (Advisor)	$600	$0
Jerry Culpepper (Advisor)	$600	$0
Wayne E Delaney (Advisor)	$600	$0

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990-PF

Filed on Sept. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending May
2015

Revenue

$70,153

Expenses

$213,502

Net Income

-$143,349

Net Assets

$3,499,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,533	90.6%
Sales of Assets	$6,620	9.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,528	78.0%
Compensation of Officers*	$47,517	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,499,579
Total Liabilities	$0
Net Assets	$3,499,579

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$45,717	$0
Jack B Lilley (Advisor)	$600	$0
Jerry Culpepper (Advisor)	$600	$0
Wayne E Delaney (Advisor)	$600	$0

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990-PF

Filed on Sept. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$756,452

Expenses

$191,885

Net Income

$564,567

Net Assets

$3,557,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,963	8.7%
Sales of Assets	$688,661	91.0%
Other Income	$1,828	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,611	87.3%
Compensation of Officers*	$39,116	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,557,390
Total Liabilities	$0
Net Assets	$3,557,390

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2013

Revenue

$70,166

Expenses

$188,036

Net Income

-$117,870

Net Assets

$2,989,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,841	88.1%
Sales of Assets	$8,325	11.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,397	88.0%
Compensation of Officers*	$32,624	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,989,170
Total Liabilities	$0
Net Assets	$2,989,170

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Revenue

$158,583

Expenses

$162,677

Net Income

-$4,094

Net Assets

$3,107,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$108,275	68.3%
Sales of Assets	$50,308	31.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,210	85.6%
Compensation of Officers*	$29,302	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,107,041
Total Liabilities	$0
Net Assets	$3,107,041

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Thelma Braun And Bocklett Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $337k (2025)

Expenses $225k (2025)

Total Assets $3.58M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$337k (2025)

Expenses

$225k (2025)

Total Assets

$3.58M (2025)

Total Liabilities

$0 (2025)

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2025

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2024

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2023

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2022

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2020

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2014

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2013

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2012

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2002