Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP
Number and street (or P.O. box number if mail is not delivered to street address)5915 FARRINGTON ROAD SUITE 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHAPEL HILL, NC27517
A Employer identification number

20-1798512
B Telephone number (see instructions)

(919) 422-1550
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,870,010J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 177,111
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 106,607 106,607  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,506
b Gross sales price for all assets on line 6a 880,214
7 Capital gain net income (from Part IV, line 2)... 49,506
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 333,224 156,113 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
487 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,200 4,200 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,173 17,173 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,347 1,347 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,207 22,720 0 0
25 Contributions, gifts, grants paid....... 142,050 142,050
26 Total expenses and disbursements. Add lines 24 and 25 167,257 22,720 0 142,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 165,967
b Net investment income (if negative, enter -0-) 133,393
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 118,775 138,153 138,153
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,156,763 Click to see attachment
List of Attached Documents:
// Content
3,338,386 		3,728,645
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
151,802 		Click to see attachment
List of Attached Documents:
// Content
3,212 		Click to see attachment
List of Attached Documents:
// Content
3,212
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,427,340 3,479,751 3,870,010
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,427,340 3,479,751
29 Total net assets or fund balances (see instructions)..... 3,427,340 3,479,751
30 Total liabilities and net assets/fund balances (see instructions). 3,427,340 3,479,751
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,427,340
2
Enter amount from Part I, line 27a .....................
2
165,967
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,593,307
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
113,556
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,479,751
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ABBOTT LABORATORIES D 2018-12-24 2023-12-14
b ABBOTT LABORATORIES D 2018-12-24 2023-12-14
c ABBVIE INC D 2020-03-31 2023-12-14
d ABBVIE INC D 2020-05-08 2023-12-14
e ABBVIE INC D 2020-03-31 2023-12-14
ABBVIE INC D 2020-05-08 2023-12-14
ADVANCED MICRO DEVICES INC D 2020-03-31 2023-12-14
ADVANCED MICRO DEVICES INC D 2020-03-31 2023-12-14
ALPHABET INC D 2015-07-20 2023-12-14
ALPHABET INC D 2015-09-25 2023-12-14
ALPHABET INC D 2015-07-20 2023-12-14
ALPHABET INC D 2015-09-25 2023-12-14
ALPHABET INC/CA D 2014-07-18 2023-12-14
ALPHABET INC/CA D 2015-07-20 2023-12-14
ALPHABET INC/CA D 2018-12-24 2023-12-14
ALPHABET INC/CA D 2014-07-18 2023-12-14
ALPHABET INC/CA D 2015-07-20 2023-12-14
ALPHABET INC/CA D 2018-12-24 2023-12-14
AMAZON COM INC D 2014-07-18 2023-12-14
AMAZON COM INC D 2016-03-04 2023-12-14
AMAZON COM INC D 2016-05-23 2023-12-14
AMAZON COM INC D 2016-11-16 2023-12-14
AMAZON COM INC D 2016-12-21 2023-12-14
AMAZON COM INC D 2014-07-18 2023-12-14
AMAZON COM INC D 2016-03-04 2023-12-14
AMAZON COM INC D 2016-05-23 2023-12-14
AMAZON COM INC D 2016-11-16 2023-12-14
AMAZON COM INC D 2016-12-21 2023-12-14
AMERICAN EXPRESS COMPANY D 2018-12-24 2023-12-14
AMERICAN EXPRESS COMPANY D 2018-12-24 2023-12-14
AMERICAN INTERNATIONAL GROUP D 2020-03-31 2023-12-14
AMERICAN INTERNATIONAL GROUP D 2020-03-31 2023-12-14
APPLE COMPUTER INC COM D 2014-07-18 2023-12-14
APPLE COMPUTER INC COM D 2019-01-24 2023-12-14
APPLE COMPUTER INC COM D 2014-07-18 2023-12-14
APPLE COMPUTER INC COM D 2019-01-24 2023-12-14
APPLIED MATERIALS INC D 2018-12-24 2023-12-14
APPLIED MATERIALS INC D 2018-12-24 2023-12-14
AUTOMATIC DATA PROCESSING INC COMMON D 2018-12-24 2023-12-14
AUTOMATIC DATA PROCESSING INC COMMON D 2018-12-24 2023-12-14
BAKER HUGHES A GE CO D 2020-03-31 2023-12-14
BAKER HUGHES A GE CO D 2020-03-31 2023-12-14
BERKSHIRE HATHAWAY INC DEL CL B D 2019-01-24 2023-12-14
BERKSHIRE HATHAWAY INC DEL CL B D 2019-01-24 2023-12-14
BOEING COMPANY D 2022-06-27 2023-12-14
BOEING COMPANY D 2022-06-27 2023-12-14
BOSTON SCIENTIFIC CORP COM D 2018-12-24 2023-12-14
BOSTON SCIENTIFIC CORP COM D 2018-12-24 2023-12-14
CENTERPOINT ENERGY INC D 2020-03-31 2023-12-14
CENTERPOINT ENERGY INC D 2020-03-31 2023-12-14
CHEVRONTEXACO CORP D 2015-07-20 2023-12-14
CHEVRONTEXACO CORP D 2021-01-06 2023-12-14
CHEVRONTEXACO CORP D 2015-07-20 2023-12-14
CHEVRONTEXACO CORP D 2021-01-06 2023-12-14
COPART INC D 2018-12-24 2023-12-14
COPART INC D 2018-12-24 2023-12-14
DOUBLELINE TOTAL RET BD-I P 2020-12-17 2023-03-08
DOUBLELINE TOTAL RET BD-I P 2019-12-16 2023-11-06
DOUBLELINE TOTAL RET BD-I P 2020-06-19 2023-11-06
DOUBLELINE TOTAL RET BD-I P 2020-12-17 2023-11-06
DOUBLELINE TOTAL RET BD-I P 2021-01-07 2023-11-06
DOUBLELINE TOTAL RET BD-I P 2017-02-23 2023-11-06
EOG RES INC D 2020-03-31 2023-12-14
EOG RES INC D 2020-03-31 2023-12-14
EATON VANCE LOW DU GOV INC-I P 2021-02-05 2023-03-08
EXELON CORP D 2014-07-18 2023-12-14
EXELON CORP D 2014-07-18 2023-12-14
EXXON MOBIL CORP D 2020-03-31 2023-12-14
EXXON MOBIL CORP D 2022-03-09 2023-12-14
EXXON MOBIL CORP D 2020-03-31 2023-12-14
EXXON MOBIL CORP D 2022-03-09 2023-12-14
FISERV INC COM D 2018-12-24 2023-12-14
FISERV INC COM D 2018-12-24 2023-12-14
GENERAL ELEC CO D 2022-06-27 2023-12-14
GENERAL ELEC CO D 2022-06-27 2023-12-14
GLDMN SCHS GQP PRT INTL-INST P 2022-12-30 2023-08-21
GUGGENHEIM-MACRO OPP FD-I P 2016-06-29 2023-08-21
GUGGENHEIM-MACRO OPP FD-I P 2020-07-27 2023-08-21
GUGGENHEIM-MACRO OPP FD-I P 2021-12-14 2023-08-21
HALLIBURTON COMPANY COM D 2020-03-31 2023-12-14
HALLIBURTON COMPANY COM D 2020-03-31 2023-12-14
INTEL CORPORATION D 2022-09-30 2023-12-14
INTEL CORPORATION D 2022-09-30 2023-12-14
J P MORGAN CHASE & CO D 2020-03-31 2023-12-14
J P MORGAN CHASE & CO D 2020-03-31 2023-12-14
KROGER COMPANY COMMON D 2017-08-25 2023-12-14
KROGER COMPANY COMMON D 2017-08-25 2023-12-14
LENNAR CORP D 2020-03-31 2023-12-14
LENNAR CORP D 2020-03-31 2023-12-14
ELI LILLY & CO COM D 2018-12-24 2023-12-14
ELI LILLY & CO COM D 2020-03-31 2023-12-14
ELI LILLY & CO COM D 2021-02-26 2023-12-14
ELI LILLY & CO COM D 2018-12-24 2023-12-14
ELI LILLY & CO COM D 2020-03-31 2023-12-14
ELI LILLY & CO COM D 2021-02-26 2023-12-14
MARATHON OIL CORP D 2020-03-31 2023-12-14
MARATHON OIL CORP D 2020-03-31 2023-12-14
MERCK & CO INC D 2018-06-04 2023-12-14
MERCK & CO INC D 2020-03-31 2023-12-14
MERCK & CO INC D 2018-06-04 2023-12-14
MERCK & CO INC D 2020-03-31 2023-12-14
MICROSOFT CORP COM D 2019-01-24 2023-12-14
MICROSOFT CORP COM D 2019-01-24 2023-12-14
MICRON TECHNOLOGY D 2020-03-31 2023-12-14
MICRON TECHNOLOGY D 2020-03-31 2023-12-14
MONDELEZ INTERNATIONAL INC D 2018-10-25 2023-12-14
MONDELEZ INTERNATIONAL INC D 2018-10-25 2023-12-14
MONSTER BEVERAGE CORP D 2016-12-21 2023-12-14
MONSTER BEVERAGE CORP D 2016-12-21 2023-12-14
NETFLIX COM INC D 2022-05-26 2023-12-14
NETFLIX COM INC D 2022-08-30 2023-12-14
NETFLIX COM INC D 2022-05-26 2023-12-14
NETFLIX COM INC D 2022-08-30 2023-12-14
NIKE INC CL B D 2018-12-24 2023-12-14
NIKE INC CL B D 2018-12-24 2023-12-14
NVIDIA CORP D 2014-10-13 2023-12-14
NVIDIA CORP D 2015-09-25 2023-12-14
NVIDIA CORP D 2020-03-31 2023-12-14
NVIDIA CORP D 2014-10-13 2023-12-14
NVIDIA CORP D 2015-09-25 2023-12-14
NVIDIA CORP D 2020-03-31 2023-12-14
NUVEEN PREFERRED SECURITIES - I P 2020-06-02 2023-08-21
NUVEEN PREFERRED SECURITIES - I P 2020-07-27 2023-08-21
NUVEEN PREFERRED SECURITIES - I P 2021-12-14 2023-08-21
OCCIDENTAL PETROLEUM CORPORATION COMMON D 2020-03-31 2023-12-14
OCCIDENTAL PETROLEUM CORPORATION COMMON D 2020-03-31 2023-12-14
ORACLE CORPORATION D 2014-07-18 2023-12-14
ORACLE CORPORATION D 2021-01-06 2023-12-14
ORACLE CORPORATION D 2014-07-18 2023-12-14
ORACLE CORPORATION D 2021-01-06 2023-12-14
PEAR TREE POL-F/V SM CAP-IN P 2017-12-19 2023-08-21
PIMCO INVESTMENT GRD CORP-IN P 2020-06-02 2023-03-08
PIMCO INVESTMENT GRD CORP-IN P 2020-06-19 2023-03-08
PIMCO INVESTMENT GRD CORP-IN P 2020-12-17 2023-03-08
PIMCO INVESTMENT GRD CORP-IN P 2021-01-07 2023-03-08
PIMCO INVESTMENT GRD CORP-IN P 2021-02-05 2023-03-08
PIMCO INVESTMENT GRD CORP-IN P 2020-05-06 2023-03-08
OTTER CREEK LNG/SH OPP-INST P 2021-12-14 2023-11-22
OTTER CREEK LNG/SH OPP-INST P 2022-12-30 2023-11-22
OTTER CREEK LNG/SH OPP-INST P 2023-08-21 2023-11-22
OTTER CREEK LNG/SH OPP-INST P 2017-02-08 2023-11-22
PROLOGIS INC D 2018-12-24 2023-12-14
PROLOGIS INC D 2018-12-24 2023-12-14
PRUDENTIAL HIGH YIELD FUND-Z P 2020-06-02 2023-08-21
PRUDENTIAL HIGH YIELD FUND-Z P 2020-07-27 2023-08-21
PRUDENTIAL HIGH YIELD FUND-Z P 2021-08-23 2023-08-21
PRUDENTIAL HIGH YIELD FUND-Z P 2021-12-14 2023-08-21
PRUDENTIAL HIGH YIELD FUND-Z P 2022-08-16 2023-08-21
QUALCOMM INC D 2020-03-31 2023-12-14
QUALCOMM INC D 2020-05-01 2023-12-14
QUALCOMM INC D 2020-03-31 2023-12-14
QUALCOMM INC D 2020-05-01 2023-12-14
GLOBAL VALUE INSTL P 2017-06-30 2023-11-22
GLOBAL VALUE INSTL P 2018-12-10 2023-11-22
GLOBAL VALUE INSTL P 2020-01-31 2023-11-22
GLOBAL VALUE INSTL P 2021-12-14 2023-11-22
GLOBAL VALUE INSTL P 2022-08-16 2023-11-22
GLOBAL VALUE INSTL P 2022-12-30 2023-11-22
GLOBAL VALUE INSTL P 2023-08-21 2023-11-22
T ROWE PRICE INST FLOAT RATE P 2020-06-02 2023-08-21
T ROWE PRICE INST FLOAT RATE P 2020-07-27 2023-08-21
T ROWE PRICE INST FLOAT RATE P 2021-12-14 2023-08-21
SCHLUMBERGER LIMITED COM D 2020-03-31 2023-12-14
SCHLUMBERGER LIMITED COM D 2020-03-31 2023-12-14
SCHWAB CHARLES CORP NEW D 2020-03-31 2023-12-14
SCHWAB CHARLES CORP NEW D 2020-03-31 2023-12-14
SIMON PPTY GROUP INC NEW D 2020-03-31 2023-12-14
SIMON PPTY GROUP INC NEW D 2020-03-31 2023-12-14
TRAVELERS COS INC D 2014-10-13 2023-12-14
TRAVELERS COS INC D 2014-10-13 2023-12-14
UNION PACIFIC CORP D 2020-03-31 2023-12-14
UNION PACIFIC CORP D 2020-03-31 2023-12-14
UNITED PARCEL SVC INC CL B D 2020-03-31 2023-12-14
UNITED PARCEL SVC INC CL B D 2020-03-31 2023-12-14
VANGUARD FTSE AW EX-US-ADM P 2021-08-23 2023-08-21
VANGUARD INSTL INDEX FD 94 SH BEN INT P 2021-12-14 2023-08-21
VANGUARD INSTL INDEX FD 94 SH BEN INT P 2022-08-16 2023-08-21
VANGUARD INSTL INDEX FD 94 SH BEN INT P 2022-05-04 2023-08-21
VANGUARD S-T GOVT BD INDEX FD-SIG P 2020-05-06 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2020-06-02 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2020-06-19 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2020-07-27 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2020-12-17 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2021-01-07 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2021-12-14 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2022-12-30 2023-11-06
VANGUARD S-T GOVT BD INDEX FD-SIG P 2023-03-08 2023-11-06
VANGUARD INDEX TR P 2022-08-16 2023-08-21
VISA INC D 2019-01-24 2023-12-14
VISA INC D 2019-01-24 2023-12-14
WAL MART STORES INC D 2019-06-03 2023-12-14
WAL MART STORES INC D 2022-06-27 2023-12-14
WAL MART STORES INC D 2019-06-03 2023-12-14
WAL MART STORES INC D 2022-06-27 2023-12-14
WASATCH SMALL CAP GROW-INST P 2021-12-14 2023-08-21
WASATCH SMALL CAP GROW-INST P 2020-06-19 2023-08-21
WILLIAMS CO INC D 2020-03-31 2023-12-14
WILLIAMS CO INC D 2020-03-31 2023-12-14
YUM BRANDS INC D 2015-12-11 2023-12-14
YUM BRANDS INC D 2020-03-31 2023-12-14
YUM BRANDS INC D 2015-12-11 2023-12-14
YUM BRANDS INC D 2020-03-31 2023-12-14
CHUBB LTD D 2015-09-25 2023-12-14
CHUBB LTD D 2015-09-25 2023-12-14
ROYAL CARIBBEAN CRUISES LTD D 2020-03-31 2023-12-14
ROYAL CARIBBEAN CRUISES LTD D 2022-08-30 2023-12-14
ROYAL CARIBBEAN CRUISES LTD D 2020-03-31 2023-12-14
ROYAL CARIBBEAN CRUISES LTD D 2022-08-30 2023-12-14
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,290   787 503
b 1,290   787 503
c 1,230   613 617
d 154   83 71
e 1,230   613 617
154   84 70
945   326 619
945   326 619
1,309   327 982
1,309   310 999
1,310   328 982
1,309   310 999
1,297   299 998
1,297   342 955
648   246 402
1,297   298 999
1,297   342 955
648   246 402
146   18 128
1,458   288 1,170
1,458   349 1,109
1,458   374 1,084
1,021   270 751
146   18 128
1,458   288 1,170
1,458   349 1,109
1,458   374 1,084
1,021   270 751
1,604   806 798
1,604   806 798
390   147 243
390   147 243
393   47 346
9,830   1,909 7,921
393   47 346
9,830   1,909 7,921
634   116 518
634   116 518
1,179   610 569
1,179   610 569
291   96 195
291   96 195
2,500   1,407 1,093
2,499   1,407 1,092
1,253   692 561
1,253   692 561
1,334   762 572
1,334   762 572
199   109 90
199   109 90
148   93 55
1,036   629 407
148   93 55
1,036   629 407
676   157 519
676   157 519
32,530   39,627 -7,097
2,573   3,284 -711
5,116   6,560 -1,444
15,074   19,330 -4,256
9,616   12,285 -2,669
2,298   2,930 -632
838   253 585
838   253 585
54,130   58,896 -4,766
256   161 95
256   161 95
2,131   803 1,328
101   83 18
2,131   804 1,327
101   83 18
1,346   690 656
1,346   690 656
962   410 552
962   410 552
4,180   3,796 384
17,518   18,643 -1,125
13,128   14,264 -1,136
1,835   2,083 -248
169   34 135
169   34 135
1,971   1,150 821
1,971   1,150 821
2,455   1,365 1,090
2,455   1,365 1,090
649   326 323
649   326 323
762   190 572
762   190 572
568   107 461
1,704   419 1,285
568   206 362
568   107 461
1,704   419 1,285
568   206 362
630   87 543
630   87 543
415   236 179
104   73 31
415   236 179
104   73 31
9,116   2,655 6,461
9,116   2,655 6,461
561   301 260
561   301 260
848   492 356
848   492 356
546   226 320
546   226 320
465   191 274
1,858   879 979
465   191 274
1,858   879 979
846   477 369
846   477 369
949   9 940
949   12 937
4,271   593 3,678
949   9 940
949   12 937
4,271   593 3,678
7,813   8,736 -923
6,234   7,170 -936
1,293   1,577 -284
878   170 708
878   170 708
800   320 480
200   125 75
800   320 480
200   125 75
2,790   3,072 -282
11,770   14,570 -2,800
19,784   24,900 -5,116
21,484   27,756 -6,272
7,411   9,498 -2,087
1,699   2,170 -471
35,482   42,905 -7,423
1,489   1,636 -147
2,262   2,220 42
32,757   32,630 127
11,585   10,425 1,160
262   112 150
262   112 150
18,099   20,430 -2,331
11,453   13,279 -1,826
4,194   5,100 -906
3,078   3,710 -632
215   230 -15
557   271 286
139   75 64
557   271 286
139   75 64
14,281   18,968 -4,687
7,565   8,550 -985
4,340   5,100 -760
3,433   4,090 -657
600   640 -40
4,668   4,240 428
14,588   14,160 428
11,720   11,670 50
10,784   10,876 -92
23   24 -1
1,145   297 848
1,145   297 848
415   205 210
415   205 210
867   325 542
867   325 542
900   472 428
900   472 428
1,209   698 511
1,209   698 511
801   470 331
801   470 331
4,090   4,851 -761
6,109   6,740 -631
42,209   41,900 309
6,861   6,797 64
50,224   54,222 -3,998
8,998   9,710 -712
21,186   22,850 -1,664
7,668   8,270 -602
48,663   52,360 -3,697
7,691   8,219 -528
17,946   19,010 -1,064
758   760 -2
19,589   19,488 101
4,450   4,702 -252
2,835   1,515 1,320
2,834   1,515 1,319
601   408 193
150   124 26
601   408 193
150   124 26
4,990   8,630 -3,640
5,390   6,615 -1,225
932   303 629
932   303 629
256   103 153
512   278 234
256   103 153
512   278 234
1,312   624 688
1,312   624 688
606   159 447
242   82 160
606   159 447
242   82 160
16,213     16,213
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       503
b       503
c       617
d       71
e       617
      70
      619
      619
      982
      999
      982
      999
      998
      955
      402
      999
      955
      402
      128
      1,170
      1,109
      1,084
      751
      128
      1,170
      1,109
      1,084
      751
      798
      798
      243
      243
      346
      7,921
      346
      7,921
      518
      518
      569
      569
      195
      195
      1,093
      1,092
      561
      561
      572
      572
      90
      90
      55
      407
      55
      407
      519
      519
      -7,097
      -711
      -1,444
      -4,256
      -2,669
      -632
      585
      585
      -4,766
      95
      95
      1,328
      18
      1,327
      18
      656
      656
      552
      552
      384
      -1,125
      -1,136
      -248
      135
      135
      821
      821
      1,090
      1,090
      323
      323
      572
      572
      461
      1,285
      362
      461
      1,285
      362
      543
      543
      179
      31
      179
      31
      6,461
      6,461
      260
      260
      356
      356
      320
      320
      274
      979
      274
      979
      369
      369
      940
      937
      3,678
      940
      937
      3,678
      -923
      -936
      -284
      708
      708
      480
      75
      480
      75
      -282
      -2,800
      -5,116
      -6,272
      -2,087
      -471
      -7,423
      -147
      42
      127
      1,160
      150
      150
      -2,331
      -1,826
      -906
      -632
      -15
      286
      64
      286
      64
      -4,687
      -985
      -760
      -657
      -40
      428
      428
      50
      -92
      -1
      848
      848
      210
      210
      542
      542
      428
      428
      511
      511
      331
      331
      -761
      -631
      309
      64
      -3,998
      -712
      -1,664
      -602
      -3,697
      -528
      -1,064
      -2
      101
      -252
      1,320
      1,319
      193
      26
      193
      26
      -3,640
      -1,225
      629
      629
      153
      234
      153
      234
      688
      688
      447
      160
      447
      160
      16,213
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 49,506
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,854
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,854
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,854
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,329
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,329
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,475
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,475 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROBERT HOFFMAN Telephone no.right arrow (919) 442-1550

Located atright arrow820 OLD OAK LANEVERO BEACHFL ZIP+4right arrow32963
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT HOFFMAN DIRECTOR
10.00 		0 0 0
820 OLD OAK LANE
VERO BEACH,FL32963
JANET HOFFMAN DIRECTOR
10.00 		0 0 0
820 OLD OAK LANE
VERO BEACH,FL32963
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,428,599
b
Average of monthly cash balances.......................
1b
138,562
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,567,161
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,567,161
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,507
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,513,654
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
175,683
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
175,683
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,854
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,854
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
173,829
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
173,829
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
173,829
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
142,050
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
142,050
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 173,829
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 17,680
b From 2019...... 42,210
c From 2020...... 19,973
d From 2021......  
e From 2022...... 23,526
f Total of lines 3a through e ........ 103,389
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 142,050
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 142,050
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 31,779 31,779
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 71,610
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		71,610
10 Analysis of line 9:
a Excess from 2019.... 28,111
b Excess from 2020.... 19,973
c Excess from 2021....  
d Excess from 2022.... 23,526
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ROBERT HOFFMAN
JANET HOFFMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 50,000

ATLANTIC CLASSICAL ORCHESTRA

141 NORTH US 1
FORT PIERCE,FL34950 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 10,000

AURA HOME FOR WOMEN VETS

BOX 14
ASHEVILLE,NC28802 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 300

BOYS AND GIRLS CLUBS OF INDIAN RIVER COUNTY

1729 17TH AVENUE
VERO BEACH,FL32960 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000

BROTHER WOLF ANIMAL RESCUE

PO BOX 8195
ASHEVILLE,NC28786 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 450

CORNELL UNIVERSITY

130 E SENECA STREET SUITE 400
ITHACA,NY14850 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 40,000

DUKE UNIVERSITY

2400 PRATT STREET SUITE 9026 BOX
10250
DURHAM,NC27705 		NONE 501(C)(3) SCHOOL OF MEDICINE DEPT OF PEDIATRICS, DIVISION OF PEDIATRIC TRANSPLANT AND CELLULAR THERAPY 1,500

FLORIDA SHERIFFS YOUTH RANCHES INC

PO BOX 2000
BOYS RANCH,FL32064 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250

FLORIDA SHERIFFS YOUTH RANCHES INC

PO BOX 2000
BOYS RANCH,FL32064 		NONE 501(C)(3) FOR FULL CAMPERSHIP 250

HOSPICE OF THE GOOD SHEPHERD INC

160 WELLS AVE
NEWTON,MA02459 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000

INDIAN RIVER COMMUNITY FOUNDATION

PO BOX 643968
VERO BEACH,FL32964 		NONE 501(C)(3) FOR THE INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD 50

INDIAN RIVER LAND TRUST

80 ROYAL PALM POINTE STE 301
VERO BEACH,FL32960 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250

KEEP DURHAM BEAUTIFUL

2011 FAY STREET
DURHAM,NC27704 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000

LAURA RIDING JACKSON FOUNDATION INC

1914 14TH AVENUE
VERO BEACH,FL32960 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000

LIGHTS FOR LITERACY (BOURKE)

2382 SE BRISTOL STREET SUITE B
NEWPORT BEACH,CA92660 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250

MOUNTAIN PROJECTS

2177 ASHEVILLE ROAD
WAYNESVILLE,NC28786 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 200

MOUNTAINTRUE

29 N MARKET STREET 610
ASHEVILLE,NC28801 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 2,250

RONALD MCDONALD HOUSE CHARITIES OF THE TRIANGLE

506 ALEXANDER AVENUE
DURHAM,NC27705 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250

SUPERHUMANS UKRAINE INC

250 1ST STREET APT 2P
JERSEY CITY,NJ07302 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 8,050

THE UNC HEALTH FOUNDATION INC

123 WEST FRANKLIN STREET SUITE 510
CHAPEL HILL,NC27516 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1,000

THE UNIVERSITY OF TEXAS FOUNDATION

UNIVERSITY DEVELOPMENT OFFICE GIFT
PROCESSING PO BOX 7458
AUSTIN,TX78713 		NONE 501(C)(3) FOR THE MD ANDERSON CANCER CENTER 1,000

UNITED WAY OF INDIAN RIVER COUNTY

PO BOX 1960
VERO BEACH,FL32961 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 10,000

UNIVERSITY AT BUFFALO FOUNDATION INC

PO BOX 730
BUFFALO,NY142260730 		NONE 501(C)(3) JACOBS SCHOOL OF MEDICINE & BIOMEDICAL SCIENCES ALZHEIMER'S DISEASE & MEMORY DISORDERS 1,500

UNIVERSITY OF CHICAGO

5235 S HARPER COURT 4TH FL
CHICAGO,IL60615 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 250

VERO BEACH MUSEUM OF ART

3001 RIVERSIDE PARK DRIVE
VERO BEACH,FL32963 		NONE 501(C)(3) UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 10,000
Total .................................right arrow 3a 142,050
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 106,607  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 49,506  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 156,113 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
156,113
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP
Employer identification number

20-1798512
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number
20-1798512
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JANET A HOFFMAN
820 OLD OAK LANE
 
VERO BEACH, FL32963

$ 88,555


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ROBERT B HOFFMAN
820 OLD OAK LANE
 
VERO BEACH, FL32963

$ 88,556


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 12 SHARES OF ABBOTT LABORATORIES $ 1,279 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF ABBVIE INC $ 154 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 8 SHARES OF ABBVIE INC $ 1,230 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF ADVANCED MICRO DEVICES $ 963 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF ALPHABET INC-CL C $ 1,339 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF ALPHABET INC-CL C $ 1,339 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF ALPHABET INC-CL A $ 1,325 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF ALPHABET INC-CL A $ 1,325 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF ALPHABET INC-CL A $ 663 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF AMAZON.COM INC $ 1,482 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF AMAZON.COM INC $ 1,481 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF AMAZON.COM INC $ 1,481 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF AMAZON.COM INC $ 148 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF AMAZON.COM INC $ 1,037 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 9 SHARES OF AMERICAN EXPRESS CO $ 1,552 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6 SHARES OF AMERICAN INTERNATIONAL GROUP $ 401 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2 SHARES OF APPLE INC $ 393 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 50 SHARES OF APPLE INC $ 9,821 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4 SHARES OF APPLIED MATERIALS INC $ 626 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF AUTOMATIC DATA PROCESSING $ 1,187 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 9 SHARES OF BAKER HUGHES A GE CO $ 292 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF BERKSHIRE CL B $ 2,524 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF BOEING CO $ 1,249 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 24 SHARES OF BOSTON SCIENTIFIC CORP $ 1,350 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF CENTERPOINT ENERGY INC $ 207 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF CHEVRON CORP $ 143 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF CHEVRON CORP $ 1,002 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 14 SHARES OF COPART INC $ 695 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF EOG RESOURCES $ 825 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF EXELON CORPORATION $ 281 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF EXXON MOBIL $ 98 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 21 SHARES OF EXXON MOBIL $ 2,065 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF FISERV INC $ 1,344 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 8 SHARES OF GENERAL ELECTRIC CO COM $ 972 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF HALLIBURTON CO $ 172 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 44 SHARES OF INTEL CORP $ 1,937 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 15 SHARES OF JP MORGAN CHASE & CO $ 2,414 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 15 SHARES OF KROGER CO $ 666 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF LENNAR CORP $ 714 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF LILLY ELI & CO $ 591 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF LILLY ELI & CO $ 590 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 3 SHARES OF LILLY ELI & CO $ 1,771 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 26 SHARES OF MARATHON OIL CORP $ 614 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF MERCK & CO INC $ 106 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4 SHARES OF MERCK & CO INC $ 422 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 25 SHARES OF MICROSOFT CORP $ 9,355 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF MICRON TECHNOLOGY INC $ 554 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 12 SHARES OF MONDELEZ INTERNATIONAL INC $ 873 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10 SHARES OF MONSTER BEVERAGE CORP. COM $ 562 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF NETFLIX COM INC $ 472 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4 SHARES OF NETFLIX COM INC $ 1,886 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7 SHARES OF NIKE INC $ 842 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2 SHARES OF NVIDIA CORP $ 962 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2 SHARES OF NVIDIA CORP $ 962 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 9 SHARES OF NVIDIA CORP $ 4,329 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 15 SHARES OF OCCIDENTAL PETE CORP $ 847 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2 SHARES OF ORACLE CORP $ 202 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 8 SHARES OF ORACLE CORP $ 809 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2 SHARES OF PROLOGIS INC COM $ 252 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF QUALCOMM INC $ 138 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4 SHARES OF QUALCOMM INC $ 550 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 22 SHARES OF SCHLUMBERGER LTD $ 1,079 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6 SHARES OF SCHWAB CHARLES CORP COM $ 392 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6 SHARES OF SIMON PROPERTY GROUP INC $ 818 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF THE TRAVELERS COMPANIES INC COM $ 921 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF UNION PAC CORP $ 1,171 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF UNITED PARCEL SERVICE $ 779 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 11 SHARES OF VISA INC $ 2,866 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1 SHARES OF WAL MART STORES INC $ 152 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4 SHARES OF WAL MART STORES INC $ 609 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 27 SHARES OF WILLIAMS COS INC DEL $ 927 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2 SHARES OF YUM! BRANDS INC $ 259 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4 SHARES OF YUM! BRANDS INC $ 518 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6 SHARES OF CHUBB LTD $ 1,362 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2 SHARES OF ROYAL CARIBBEAN CRUISES LTD $ 239 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5 SHARES OF ROYAL CARIBBEAN CRUISES LTD $ 598 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 12 SHARES OF ABBOTT LABORATORIES $ 1,279 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF ABBVIE INC $ 154 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 8 SHARES OF ABBVIE INC $ 1,230 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF ADVANCED MICRO DEVICES $ 963 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF ALPHABET INC-CL C $ 1,339 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF ALPHABET INC-CL C $ 1,339 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF ALPHABET INC-CL A $ 1,325 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF ALPHABET INC-CL A $ 1,325 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF ALPHABET INC-CL A $ 663 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF AMAZON.COM INC $ 1,482 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF AMAZON.COM INC $ 1,481 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF AMAZON.COM INC $ 1,481 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF AMAZON.COM INC $ 148 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF AMAZON.COM INC $ 1,037 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9 SHARES OF AMERICAN EXPRESS CO $ 1,552 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6 SHARES OF AMERICAN INTERNATIONAL GROUP $ 401 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2 SHARES OF APPLE INC $ 393 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 50 SHARES OF APPLE INC $ 9,821 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 4 SHARES OF APPLIED MATERIALS INC $ 626 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF AUTOMATIC DATA PROCESSING $ 1,187 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9 SHARES OF BAKER HUGHES A GE CO $ 292 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF BERKSHIRE CL B $ 2,524 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF BOEING CO $ 1,249 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 24 SHARES OF BOSTON SCIENTIFIC CORP $ 1,350 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF CENTERPOINT ENERGY INC $ 207 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF CHEVRON CORP $ 143 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF CHEVRON CORP $ 1,002 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF COPART INC $ 695 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF EOG RESOURCES $ 825 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF EXELON CORPORATION $ 281 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF EXXON MOBIL $ 98 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 21 SHARES OF EXXON MOBIL $ 2,065 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF FISERV INC $ 1,344 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 8 SHARES OF GENERAL ELECTRIC CO COM $ 972 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF HALLIBURTON CO $ 172 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 44 SHARES OF INTEL CORP $ 1,937 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 15 SHARES OF JP MORGAN CHASE & CO $ 2,414 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 15 SHARES OF KROGER CO $ 666 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF LENNAR CORP $ 714 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF LILLY ELI & CO $ 591 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF LILLY ELI & CO $ 590 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 3 SHARES OF LILLY ELI & CO $ 1,771 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 26 SHARES OF MARATHON OIL CORP $ 614 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF MERCK & CO INC $ 106 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 4 SHARES OF MERCK & CO INC $ 422 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 25 SHARES OF MICROSOFT CORP $ 9,355 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF MICRON TECHNOLOGY INC $ 554 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 12 SHARES OF MONDELEZ INTERNATIONAL INC $ 873 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF MONSTER BEVERAGE CORP. COM $ 562 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF NETFLIX COM INC $ 472 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 4 SHARES OF NETFLIX COM INC $ 1,886 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF NIKE INC $ 842 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2 SHARES OF NVIDIA CORP $ 962 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2 SHARES OF NVIDIA CORP $ 962 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9 SHARES OF NVIDIA CORP $ 4,329 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 15 SHARES OF OCCIDENTAL PETE CORP $ 847 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2 SHARES OF ORACLE CORP $ 202 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 8 SHARES OF ORACLE CORP $ 810 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2 SHARES OF PROLOGIS INC COM $ 252 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF QUALCOMM INC $ 138 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 4 SHARES OF QUALCOMM INC $ 550 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 22 SHARES OF SCHLUMBERGER LTD $ 1,079 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6 SHARES OF SCHWAB CHARLES CORP COM $ 392 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6 SHARES OF SIMON PROPERTY GROUP INC $ 818 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF THE TRAVELERS COMPANIES INC COM $ 921 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF UNION PAC CORP $ 1,171 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF UNITED PARCEL SERVICE $ 779 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 11 SHARES OF VISA INC $ 2,866 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1 SHARES OF WAL MART STORES INC $ 152 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 4 SHARES OF WAL MART STORES INC $ 609 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 27 SHARES OF WILLIAMS COS INC DEL $ 927 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2 SHARES OF YUM! BRANDS INC $ 259 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 4 SHARES OF YUM! BRANDS INC $ 518 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6 SHARES OF CHUBB LTD $ 1,362 2023-12-13
Schedule B (Form 990) (2023)
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2 SHARES OF ROYAL CARIBBEAN CRUISES LTD $ 239 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF ROYAL CARIBBEAN CRUISES LTD $ 598 2023-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ROBERT B & JANET A HOFFMAN FOUNDATION
C/O ETON ADVISORS LP 		Employer identification number

20-1798512
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,200 4,200 0 0

TY 2023 AllOthProgRltdInvestmentsSch
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Category Amount
NONE 0

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Statement:
THE FOUNDATION IS ORGANIZED AS A DELAWARE NON-PROFIT CORPORATION. THE STATE OF DELAWARE DOES NOT REQUIRE NON-PROFIT CORPORATIONS TO FURNISH COPIES OF FEDERAL FORM 990-PF TO THE DELAWARE ATTORNEY GENERAL IF NONE OF THE FOUNDATION'S ACTIVITIES ARE CONDUCTED IN DELAWARE.

TY 2023 InvestmentsCorpStockSchedule
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 2,031,728 2,441,710
FIXED INCOME 1,306,658 1,286,935

TY 2023 LegalFeesSchedule
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 487 0 0 0


TY 2023 OtherAssetsSchedule
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITIES SOLD RECEIVABLE 151,802 0 0
DIVIDENDS/INTEREST RECEIVABLE 0 3,212 3,212


TY 2023 OtherDecreasesSchedule
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Description Amount
FMV ADJUSTMENT TO CONTRIBUTION 113,556


TY 2023 OtherProfessionalFeesSchedule
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 15,424 15,424 0 0
CUSTODY FEES 1,749 1,749 0 0


TY 2023 TaxesSchedule
Name:
ROBERT B & JANET A HOFFMAN FOUNDATION
 
C/O ETON ADVISORS LP
EIN:
20-1798512
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,347 1,347 0 0
FEDERAL EXCISE TAX 2,000 0 0 0