The Hofmann Family Foundation

Concord, CA
Tax-exempt since Aug. 1964
EIN: 94-6108897

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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.

Donations to this organization are tax deductible.

Revenue

$3.11M (2023)

Expenses

$3.09M (2023)

Total Assets

$28.9M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

$3,109,098

Expenses

$3,094,405

Net Income

$14,693

Net Assets

$28,949,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$724,043	23.3%
Dividends	$119,612	3.8%
Sales of Assets	$2,093,606	67.3%
Other Income	-$23,609

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,820,000	91.1%
Compensation of Officers*	$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	$28,949,226
Total Liabilities	$0
Net Assets	$28,949,226

Compensation

Key Employees and Officers	Compensation	Other
Dennis Drew (Treasurer/Cfo)	$0	$0
Lisa A Hofmann Morgan (President)	$0	$0
Martha Jean Hofmann (Director)	$0	$0
Vita Sechrest (Director)	$0	$0
Steve Gonsalves (Director)	$0	$0
Richard L Greene (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,648,652

Expenses

$5,766,353

Net Income

-$4,117,701

Net Assets

$28,934,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$679,555	41.2%
Dividends	$286,587	17.4%
Sales of Assets	$507,929	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,362,200	93.0%
Compensation of Officers*	$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	$28,934,533
Total Liabilities	$0
Net Assets	$28,934,533

Compensation

Key Employees and Officers	Compensation	Other
Dennis Drew (Treasurer/Cfo)	$0	$0
Lisa A Hofmann Morgan (President)	$0	$0
Martha Jean Hofmann (Director)	$0	$0
Vita Sechrest (Director)	$0	$0
Steve Gonsalves (Director)	$0	$0
Richard L Greene (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,894,725

Expenses

$2,530,220

Net Income

-$635,495

Net Assets

$33,052,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$788,587	41.6%
Dividends	$169,960	9.0%
Sales of Assets	$822,091	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,189,470	86.5%
Compensation of Officers*	$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	$33,052,234
Total Liabilities	$0
Net Assets	$33,052,234

Compensation

Key Employees and Officers	Compensation	Other
Dennis Drew (Treasurer/Cfo)	$0	$0
Lisa A Hofmann Morgan (President)	$0	$0
Martha Jean Hofmann (Director)	$0	$0
Vita Sechrest (Director)	$0	$0
Steve Gonsalves (Director)	$0	$0
Richard L Greene (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,657,433

Expenses

$2,673,381

Net Income

-$1,015,948

Net Assets

$33,687,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$834,868	50.4%
Dividends	$329,871	19.9%
Sales of Assets	$381,832	23.0%
Other Income	-$2,547

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,385,740	89.2%
Compensation of Officers*	$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	$33,681,985
Total Liabilities	-$5,744
Net Assets	$33,687,729

Compensation

Key Employees and Officers	Compensation	Other
Dennis Drew (Treasurer/Cfo)	$0	$0
Lisa A Hofmann Morgan (President)	$0	$0
Martha Jean Hofmann (Director)	$0	$0
Vita Sechrest (Director)	$0	$0
Steve Gonsalves (Director)	$0	$0
Richard L Greene (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$2,059,632

Expenses

$4,471,208

Net Income

-$2,411,576

Net Assets

$34,703,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,102,967	53.6%
Dividends	$391,533	19.0%
Sales of Assets	$476,503	23.1%
Other Income	-$566

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,123,333	92.2%
Compensation of Officers*	$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	$34,703,677
Total Liabilities	$0
Net Assets	$34,703,677

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$330,075

Expenses

$6,459,453

Net Income

-$6,129,378

Net Assets

$50,742,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,944	6.3%
Interest Revenue	$230,437	69.8%
Dividends	$933,661	> 100%
Sales of Assets	$0
Other Income	$1,054	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,683,605	88.0%
Compensation of Officers*	$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	$50,712,408
Total Liabilities	-$29,911
Net Assets	$50,742,319

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$32,620,556

Expenses

$8,108,170

Net Income

$24,512,386

Net Assets

$56,871,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,345,562	93.0%
Interest Revenue	$85,485	0.3%
Dividends	$818,038	2.5%
Sales of Assets	$1,260,974	3.9%
Other Income	$1,143	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,650,979	94.4%
Compensation of Officers*	$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	$56,830,274
Total Liabilities	-$41,423
Net Assets	$56,871,697

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$4,352,491

Expenses

$5,430,763

Net Income

-$1,078,272

Net Assets

$32,359,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$103,329	2.4%
Dividends	$988,918	22.7%
Sales of Assets	$3,151,967	72.4%
Other Income	-$1,189

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,011,216	92.3%
Compensation of Officers*	$141,000	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,348,184
Total Liabilities	-$11,127
Net Assets	$32,359,311

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,722,007

Expenses

$4,481,686

Net Income

-$2,759,679

Net Assets

$33,437,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$140,306	8.1%
Dividends	$1,060,343	61.6%
Sales of Assets	$393,598	22.9%
Other Income	$20,365	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,087,814	91.2%
Compensation of Officers*	$141,000	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,437,583
Total Liabilities	$0
Net Assets	$33,437,583

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,737,450

Expenses

$1,757,107

Net Income

$980,343

Net Assets

$36,197,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,407	1.5%
Dividends	$1,074,404	39.2%
Sales of Assets	$1,497,270	54.7%
Other Income	$7,490	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,205,646	68.6%
Compensation of Officers*	$139,250	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,521,375
Total Liabilities	$324,113
Net Assets	$36,197,262

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending July
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 4) PDF (3 of 4) PDF (4 of 4)

Fiscal Year Ending July
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending July
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending July
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending July
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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The Hofmann Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.11M (2023)

Expenses $3.09M (2023)

Total Assets $28.9M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2009

Revenue

$3.11M (2023)

Expenses

$3.09M (2023)

Total Assets

$28.9M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001