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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
OLIVER-HOFFMANN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1905 MARKETVIEW DRIVE 146
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YORKVILLE, IL60560
A Employer identification number

84-3100228
B Telephone number (see instructions)

(630) 882-6000
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$15,145,950J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,489 1,489  
4 Dividends and interest from securities... 278,387 278,387  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 176,552
b Gross sales price for all assets on line 6a 1,928,406
7 Capital gain net income (from Part IV, line 2)... 176,552
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........ 456,428 456,428  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 234,000 23,400   210,600
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 28,498 2,850   25,648
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,302 495   2,807
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,775 1,778   15,997
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
31,840 24,964   6,876
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,676 3,176   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
36,098 0  
20 Occupancy.............. 44,390 4,439   39,951
21 Travel, conferences, and meetings....... 1,049 105   944
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,188 3,099   56,089
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 462,816 64,306   358,912
25 Contributions, gifts, grants paid....... 194,218 194,218
26 Total expenses and disbursements. Add lines 24 and 25 657,034 64,306   553,130
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -200,606
b Net investment income (if negative, enter -0-) 392,122
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 413,205 607,172 607,172
2 Savings and temporary cash investments......... 379,993 816,187 816,187
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)....... 8,188,742 Click to see attachment
List of Attached Documents:
// Content
7,460,609 		9,576,192
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 arrow1,677,084
Less: accumulated depreciation (attach schedule) right arrow97,309 1,615,873 Click to see attachment
List of Attached Documents:
// Content
1,579,775 		1,579,775
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,742,848 		Click to see attachment
List of Attached Documents:
// Content
2,566,624 		Click to see attachment
List of Attached Documents:
// Content
2,566,624
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,340,661 13,030,367 15,145,950
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 13,340,661 13,030,367
29 Total net assets or fund balances (see instructions)..... 13,340,661 13,030,367
30 Total liabilities and net assets/fund balances (see instructions). 13,340,661 13,030,367
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
13,340,661
2
Enter amount from Part I, line 27a .....................
2
-200,606
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
27,161
4
Add lines 1, 2, and 3 ..........................
4
13,167,216
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
136,849
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,030,367
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 1,928,279   1,751,854 176,425
b 127     127
c
d
e
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       176,425
b       127
c
d
e
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 2 176,552
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 5,450
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 5,450
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 5,450
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,690
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,690
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 5,240
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,240 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowIL
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 .
8b
Yes
 
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 2024 or the taxable year beginning in 2024? 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 arrowOLIVER-HOFFMANN FOUNDATION Telephone no.right arrow (630) 882-6000

Located atright arrow1905 MARKETVIEW DRIVE 146YORKVILLEIL ZIP+4right arrow60560
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
SHARON MASON BOARD PRESIDENT/CEO
40.00 		120,000 0 0
1905 MARKETVIEW DRIVE STE 146
YORKVILLE,IL60560
WINDY KOPECKY BOARD SECRETARY & TREASURER
1.00 		0 0 0
1905 MARKETVIEW DRIVE STE 146
YORKVILLE,IL60560
RICHARD MASON BOARD MEMBER/OPERATIONS MANAGER
40.00 		114,000 0 0
1905 MARKETVIEW DRIVE STE 146
YORKVILLE,IL60560
BEVERLY YOCKEY BOARD MEMBER
5.00 		0 0 0
1905 MARKETVIEW DRIVE STE 146
YORKVILLE,IL60560
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 (2024)
Form 990-PF (2024)
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 THE CAMILLE OLIVER-HOFFMANN ELEEMOSYNARY CENTER (E-CENTER) IS A FACILITY CREATED TO PROVIDE ADDITIONAL, NO-COST ACCESS TO OUTSIDE CHARITABLE ORGANIZATIONS IN NEED OF SPACE FOR PROGRAMMING FOR THEIR SPECIAL NEEDS POPULATIONS. ON A MONTHLY BASIS, THE E-CENTER SERVES ROUGHLY 130 INDIVIDUALS PROVIDING OPPRTUNITIES SUCH AS LIFE SKILLS, JOB TRAININGS, AND RECREATION. ADDITIONALLY, THE E-CENTER IS USED TO PROVIDE COMMUNITY TRAININGS FOR FAMILIES, SCHOOLS, AND EMPLOYERS. PAST PRESENATIONS HAVE INCLUDED TOPICS SUCH AS: LIFE AFTER HIGH SCHOOL: WHEN INDIVIDUALS WITH SPECIAL NEEDS FACE TRANSITION; GUARDIANSHIP; INFORMATION ON HOUSING AND CILAS; EMPLOYMENT WITHIN THE COMMUNITY; RESPITE OPTIONS & PUNS ASSISTANCE AND EDUCATION; CPR/FIRST AID/AED CERTIFICATIONS AND ADDITIONAL EVENTS 121,817
2 THE FOUNDATION PURCHASED A PROPERTY IN 2023 THAT IT USES AS A FREE HOUSING SOURCE FOR FAMILIES TRAVELING TO FLORIDA TO ATTEND PROGRAMMING BY OTHER CHARITABLE 501C3 ORGANIZATIONS SUCH AS "SURFERS WITH AUTISM AND OTHER ADAPTIVE WATER PROGRAMS. THE PROPERTY ALSO SERVES AS A RESPITE FOR LOCAL FAMILIES AND CLERGY WHO HAVE TAKEN VOWS OF POVERTY. 22,600
3 THE FOUNDATION OWNS A COLLECTION OF ARTWORK THAT IT PLANS TO DISTRIBUTE OVER TIME TO A NUMBER OF CHARITABLE ORGANIZATIONS FOR DISPLAY AND USE IN THEIR CHARITABLE ACTIVITIES. THE FOUNDATION IS IN CONTACT WITH VARIOUS MUSEUMS AND OTHER CHAIRTABLE ORGANIZATIONS DETERMINING THE BEST CHARITABLE USE FOR THE PIECES IN THE COLLECTION. 40,131
4 THE FOUNDATION OWNS FARMLAND THAT IT LEASES, AT NO CHARGE, TO A CHARITABLE ORGANIZATION WITH SIMILAR PURPOSES SUPPORTING THE SPECIAL NEEDS COMMUNITY. THE ORGANIZATION FARMS THE LAND FOR HAY USED IN ITS OPERATIONS WITH ITS THERAPEUTIC HORSES. 9,571
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
9,703,627
b
Average of monthly cash balances.......................
1b
653,072
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,356,699
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
10,356,699
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
155,350
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,201,349
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
510,067
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
510,067
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,450
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,450
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
504,617
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
504,617
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
504,617
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
553,130
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
553,130
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 504,617
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 269,221
c From 2021...... 512,216
d From 2022...... 919,590
e From 2023...... 893,299
f Total of lines 3a through e ........ 2,594,326
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 553,130
a Applied to 2023, 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 2024 distributable amount..... 504,617
e Remaining amount distributed out of corpus 48,513
5 Excess distributions carryover applied to 2024. 0 0
(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 2,642,839
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,642,839
10 Analysis of line 9:
a Excess from 2020.... 269,221
b Excess from 2021.... 512,216
c Excess from 2022.... 919,590
d Excess from 2023.... 893,299
e Excess from 2024.... 48,513
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
OLIVER-HOFFMANN FOUNDATION
1905 MARKETVIEW DRIVE STE 146
YORKVILLE,IL60560
(630) 882-6000
bThe form in which applications should be submitted and information and materials they should include:
A GRANT APPLICATION, TAX-EXEMPT RULING AND FEDERAL 990
cAny submission deadlines:
DEADLINES ARE HIGHLIGHTED WITHIN GRANT APPLICATION
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO BE DETERMINED BY THE GRANT COMMITTEE AND BOARD
Form 990-PF (2024)
Form 990-PF (2024)
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

ACHIEVMENT CENTER FOR CHILDREN

4255 NORTHFIELD RD
HIGHLAND HILLS,OH44128 		  PC SUPPORT THE PURCHASE OF A NEW WINTEC 2000 AP ENGLISH SADDLE, ALLOWING THEM TO REPLACE ONE OF THREE 500

AGAPE THERAPEUTIC RIDING RESOURCES

24970 MT PLEASANT RD
CICERO,IN46034 		  PC PATHWAY MAT THAT CAN BE ROLLED OUT INTO THE ARENA FOR WHEELCHAIR ACCESSIBILITY AND PARTICIPATION ON THE GROUND. 250

ALATHEIA THERAPEUTIC RIDING CENTER

2170 SLEEPY HALLOW HEIGHTS
WENATCHEE,WA98801 		  PC OPERATIONAL GRANT TO SUPPORT 2024 FINANCIAL AID PROGRAM WHICH WILL BENEFIT THEIR PARTICIPANTS. 500

ART INSTITUTE OF CHICAGO

111 SOUTH MICHIGAN AVE
CHICAGO,IL60603 		  PC ARTWORK DONATION: "MAZE TABLE" (1985) BY VITO ARRONCI - GLASS AND SILICONE SCUPTUREDONATION DATE: JUNE 11, 2024FAIR MARKET VALUE: $50,000ORIGINAL COST: $35,000FORM 8283 APPRAISER: GARY M PIATTONIRECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL NOT BE SOLD 50,000

BELLARMINE JESUIT RETREAT HOUSE

420 W COUNTY LINE RD
BARRINGTON,IL60010 		  PC OPERATIONAL SUPPORT 10,000

BRIGHT STAR RANCH

1416 ROWLAND RD
MONROE,LA71203 		  PC PURCHASE OF AN EQUICIZER TO AID RIDERS P.T., STRETCH AND STRENGTHEN MUSCLES BEFORE AND AFTER RIDING A HORSE. 250

CASTLE GROUP

2140 NW RESERVE PARK TRACE
PORT ST LUCIE,FL34986 		  PC STRYKER HEARTSINE SAMIRITAN 350P AED PACKAGES FROM ESSENTIAL MEDICAL TRAINING 6,368

CATR - CHARLESTON AREA THERAPEUTIC RIDING

PO BOX 146
JOHNS ISLAND,SC29457 		  PC SPONSOR A CHILD FOR (1) 12-WEEK SESSION OF TRI 500

CHEFF THERAPEUTIC RIDING CENTER

8450 N 43RD ST
AUGUSTA,MI49012 		  PC PURCHASE OF TRIPPIERY SPECIAL HELMETS. 8 CLIENT HELMETS FOR PROGRAMING. 500

CLOVERLEAF EQUINE CENTER

6429 CLIFTON RD
CLIFTON,VA20124 		  PC PURCHASE OF A CHRIS LAMSKIN SADDLE TO SUPPORT PHYSICAL THERAPY INCORPORATING HORSES PROGRAM RECCOMENDED BY AMERICAN HIPPOTHERAPY ASSOCIATION 250

COMFORT & JOY

490 BURNING WOOD WAY
OREGON,WI53575 		  PC TO SUPPORT OPERATIONAL FUNDING REQUEST 5,000

CTRC - COLORADO THERAPEUTIC RIDING CENTER

11968 MINERAL RD
LONGMONT,CO80504 		  PC ASSIST CENTER IN PURCHASING NEEDED SUPPORT EQUIPMENT FOR STAFF INCLUDING, AN INSPIRON LAPTOP COMPUTER 500

CTRH - CINCICINATTI THERAPEUTIC RIDING & HORSEMANSHIP

1342 US HWY 50
MILFORD,OH45150 		  PC LABOR AND SUPPLIES TO INSTALL RUNNING HOT WATER IN THEIR BARN. 500

DCCF GIVE DEKALB COUNTY

475 DEKALB AVE
SYCAMORE,IL60178 		  PC FUNDS TOWARD COMMUNITY GIVING EVENT 5,000

DIOCESE OF JOLIET DISABILITIES MINISTRY

16555 WEBER ROAD
CREST HILL,IL60403 		  PC TO SUPPORT PROPOSAL: RESOURCES AND TRAININGS FOR SACREMENTAL PREPERATION FOR INDIVIDUALS WITH DISABILITIES 29,500

DREAMS ON HORSEBACK

1416 REYNOLDSBURG-NEW ABANY RD
BLACKLICK,OH43004 		  PC MAINTENANCE OF 2 LIFTS AND PURCHASE 1 MUSTANG SOFT RIDE SADDLE. 250

EDWARD FOUNDATION

801 S WASHINGTON
NAPERVILLE,IL60540 		  PC ARTWORK DONATION: TWO PAINTINGS, "MURRAY HILL AND "TURTLE BAY FROM MANHATTAN PENTHOUSE SUITE" BY THOMAS MCKNIGHTDONATION DATE: MAY 25, 2024FAIR MARKET VALUE: $1,000ORIGINAL COST: $1,000RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 1,000

EQUEST CENTER FOR THERAPEUTIC RIDING ( ROCKFORD MI)

3777 RECTOR AVE NE
ROCKFORD,MI49341 		  PC FUNDING TO OFFSET PARTICIPANT FEES 500

EQUINE-ASSISTED THERAPY

3369 HWY 109
WILDWOOD,MO06010 		  PC FUNDS TO SUPPORT THE OPERATIONS OF THE ORGANIZATION 500

EQUUL ACCESS INC

13769 PHEASANT RD
HUTCHINSON,MN55350 		  PC SUPPORT HORSE FEED AND CARE OF 6 HORSES 500

FETC - FAITH EQUESTRIAN THERAPEUTIC CENTER

243 APPALOOSA WAY
GUYTON,GA31312 		  PC OPERATIONAL FUNDING TO SUPPORT PARTICIPANT COSTS 500

FIELD STONE FARM THERAPEUTIC RIDING CENTER

16497 SNYDER RD
CHAGRIN FALLS,OH44023 		  PC FUND SUPPLIES FOR THEIR SUMMER CAMP FOR CHILDREN WITH DISABILITIES. 250

FOCUS - FOUNDATION FOR OPTHALMOLOGICAL CARE

338 RIDGE ROAD
BARRINGTON,IL60010 		  PC ARTWORK DONATION: THREE PAINTINGS, "MADISON SQUARE", "MIDTOWN FROM MANHATTAN PENTHOUSE", AND "ROCKEFELLER CENTER" BY THOMAS MCKNIGHTDONATION DATE: NOVEMBER 24, 2024FAIR MARKET VALUE: $1,500ORIGINAL COST: $1,500RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 1,500

FREE REIN

PO BOX 1325
BREVARD,NC28712 		  PC PURCHASE EQUIPMENT INCLUDING: EQUIROYAL LEATHER LOOPS FOR PEACOCK IRONS, GATSBY STIRRUP LEATHERS, AND EQUIRACKS WALL MOUNT STABLE BLANKET RACKS 250

FRIENDS OF LEAPS & BOUNDS PEDIATRIC THERAPY

PO BOX 6604
NORCO,CA92860 		  PC OPERATIONAL ASSISTANCE TO COVER ESSENTIAL COSTS OF MISSION 250

GAIT THERAPEUTIC RIDING CENTER

PO BOX 69
MILFORD,PA18337 		  PC PURCHASE A BOX BLADE FOR THE ARENA TO EXTEND THE LIFE OF THE OUTDOOR ARENA. 500

GALLOP - GIVING ALTERNATIVE LEARNERS UPLIFTING OPPORTUNITIES

88-08 70TH RD
FOREST HILLS,NY11375 		  PC REQUEST SUPPORT TO ENABLE THEIR MISSION 250

GRACE LAKE MINISTRIES

9611 FM 1827
ANNA,TX75409 		  PC FINANCIAL SUPPORT TO BRIDGE THE GAP FOR THE INCREASING COST OF FEED FOR 6-HORSE HERD. 500

GRAZ'N ACRES THERAPEUTIC RIDING CENTER

14492 IVOR RD
SEDLEY,VA23878 		  PC PURCHASE OF NEW COMBO PRINTER/COPIER/SCANNER AND FAX MACHINE TO SUPPORT ALL ASPECTS OF THEIR OPERATIONS 250

HALLECK CREEK RANCH

1740 OLD RANCHERIA RD
NICASINO,CA94946 		  PC FUNDING TOWARD A MOBILITY SUREHANDS LIFT. 500

HALTER

PO BOX 1403
SPARTANBURG,SC29304 		  PC CONSTRUCTION OF A 12X36 HORSE STALL BARN 500

HAPPY TRAILS RIDING ACADEMY

PO BOX 572
VISALIA,CA93279 		  PC FUNDING FOR ANNUAL HORSEBACK RIDING PARTICIPATION 500

HEALING REINS THERAPEUTIC RIDING

PO BOX 2027
HENDERSON,KY42419 		  PC PROVIDE RIDING LESSON DURING A 10 WEEK ADAPTIVE RIDING AND HORSEMANSHIP SESSION AND ADAPTIVE SUMMER CAMPS. 500

HEART AND TRY RIDING PROGRAM

PO BOX 352
NORMANGEE,TX77871 		  PC PURCHASE MATERIALS TO IMPROVE WHEELCHAIR ACCESS ON THEIR SENSORY TRAIL. 250

HEART STRIDES THERAPEUTIC HORSEMANSHIP

3500 85TH LN
OLYMPIA,WA98512 		  PC PURCHASE OF NEW TROXEL PARTICIPANT HELMENTS IN A VARIETY OF SIZES. 250

HEAVENS GAIT RANCH

940 S MAIN ST
CEDAR GROVE,WI50313 		  PC FUND A WEB SPECIALIST TO CREATE FILLABLE FORMS ON THEIR WEBSITE FOR PROGRAMMING 500

HELPING HORSE THERAPEUTIC RIDING

PO BOX 66906
RALIEGH,NC27624 		  PC SUPPORT OPERATIONAL COSTS OF EQUINE ASSISTED PROGRAMS TO SUPPORT TRI AND UNMOUNTED FIRST RESPONDER AND VETERAN WELLNESS PROGRAM 500

HIGH HOPES THERAPEUTIC RIDING

36 TOWN WOODS RD
OLD LYME,CT06371 		  PC PURCHASE HELMETS. NEW AND ADDITIONAL RIDING EQUIPMENT, BREAKAWAY STIRUUPS, DEVONSHIRE, HONEYCOMB HALF PADS, HIGH BACKED SADDLE, AND NEW HELMETS. 500

HOLY LAND EMERGENCY PROJECT

1400 QUINCY STREET
DC,WA20017 		  PC PROVIDE ASSISTANCE TO THE FRANCISCAN CHARITIES AS THEY OFFER HOPE AND SUPPORT ADMIDST GREAT TRAGEDY AND SUFFERRING 10,000

HOPE HORSES INC

1301 CONVENT RDNE
CULLMAN,AL35055 		  PC PURCHASE NEW RIDING HELMETS, HORSE FIRST AID KIT, AND A STORAGE SHELF FOR GROOMING BOXES 1,000

HOPE RISING FARM

419 LEEDSVILLE RD
AMENIA,NY12501 		  PC INSTALLATION OF AUTOMATIC SECURITY GATES, ADA DISABILITY MODIFICATIONS TO BATHROOM AND SPACES. 500

HORSE EMPOWERED LEARNING PROGRAMS HELP

18102 BECKER FARM RD
PLUGERVILLE,TX78660 		  PC PRLOQUO2GO IPAD 10 AND OTTERBOX PROTECTIVE CASE - COMMUNICATION APPLICATION. 250

HORSE SENSE

PO BOX 906
LACROSSE,WI54602 		  PC PURCHASE A MIRACOLT TO EXPAND PROGRAMMING AND SERVE DIVERSE POPULATION. 500

IN STEP WITH HORSES

7212 WILSON MILLS RD
CHESTERLAND,OH44026 		  PC PURCHASE OF A VAULTING SURCINGLE, RECREATIONAL VAULTING PAD, FOAM PAD AND COVER, PROFFESSIONAL SADDLE FITTING FOR 3 HORSES AND 2 ADJUSTABLE 6POCKET HALF PADS. 500

INSPIRATION RANCH

33029 WRIGHT RD
MAGNOLIA,TX77355 		  PC OPERATIONAL SUPPORT TO EXPAND PROGRAM, SERVE MORE INDIVIDUALS, AND MAKE LASTING IMPACT ON THE COMMUNITY. 500

JACK PINE STABLES

23940 291ST AVE
AKELEY,MN56433 		  PC FUNDS TO FINISH FUNDRAISING FOR PROPER ARENA FOOTING. 500

JEREMIAH'S CROSSING

PO BOX 126
BABCOCK,WI54413 		  PC FUND CONTINUING EDUCATION AS DETERMINED BY PATH INTL. 500

KANELAND TRAVEL BASEBALL

PO BOX 276
ELBURN,IL60119 		  PC CHARITABLE 1,000

KART - KENT ASSOCIATION FOR RIDING THERAPY

PO BOX 126
WORTON,MD21678 		  PC PURCHASE OF SPECIALTY RIDING EQUIPMENT AND TACK INCLUIDNG: CORRECT CONNECT DOUBLE NECK STRAPS FOR MORE BALANCED RIDE, STIRRUP LEATHERS, PEACOCK SAFETY STIRRUPS IN VARIOUS SIZES AND HALF PADS 250

LITTLE BRITCHES THERAPEUTIC RIDING

PO BOX 120
WOODBURY,CT06798 		  PC FUNDS TO COVER THE COST ASSOCIATED WITH HAVING A SADDLEFITTER ASSESS FITMENT OF SADDLES TO HORSES 500

LOUDON THERAPEUTIC RIDING

14490 BERLIN TPKE
LOVETTSVILLE,VA20180 		  PC IMPROVE ACCESSIBILITY BY PURCHASING MOBY MAP ALLOWING ACCESSIBLE EQUIPMENT TO TRAVERSE ARENA AND UNEVEN TERRAIN. 500

LUBEZNIK CENTER

101 W 2ND STREET
MICHIGAN CITY,IN46360 		  PC SUPPORT CHARITABLE FUNDRAISER OF ART GALA 1,500

LUBEZNIK CENTER

101 W 2ND STREET
MICHIGAN CITY,IN46360 		  PC OPERATIONAL ASSISTANCE 2,500

LUBEZNIK CENTER

101 W 2ND STREET
MICHIGAN CITY,IN46360 		  PC ARTWORK DONATION: "PARSEE'S HAT" (1980) BY MARGARET AGNES WHARTON - MIXED MEDIA SCULPTUREDONATION DATE: MARCH 25, 2024FAIR MARKET VALUE: $8,000ORIGINAL COST: $1,875FORM 8283 APPRAISER: GARY M PIATTONIRECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 8,000

MAIN STAY THERAPEUTIC FARM

6919 KEYSTONE RD
RICHMOND,IL60071 		  PC REPLACEMENT OF HORSE'S WATERPROOF TURNOUT BLANKETS FOR THE ADAPTIVE PROGRAM 500

MANE - MONTGOMERY AREA NONTRADITIONAL EQUESTRIANS

3699 WALLAHATCHIE RD
PIKE ROAD,AL36064 		  PC PURCHASE NEW HELMETS 500

MANE STREAM

PO BOX 305
OLDWICK,NJ08858 		  PC TO PURCHASE EQUIPMENT FOR THE THERAPY SERVICES PROGRAM 500

NAOMIS HOUSE

PO BOX 515
WHEATON,IL60187 		  PC TO SUPPORT SURVIVORS OF COMMERCIAL SEXUAL EXPLOITATION 5,000

NATURES EDGE THERAPY CENTER

2523 14 3/4 AVE
RICE LAKE,WI54868 		  PC PURCHASE OF NEW ADAPTIVE EQUIPMENT AND SURCINGLES 500

NTRC - NORTHLAND THERAPEUTIC RIDING CENTER

PO BOX 1267
KEARNEY,MO64060 		  PC PURCHASE THERAPY ITEMS TO DEVELOP SENSORY WALL IN THEIR WAITING SPACE. 500

NWTRC - NORTHWEST THERAPEUTIC RIDING CENTER

1884 KELLY RD
BELLINGHAM,WA98226 		  PC PURCHASE OF DRESSAGE SADDLE FOR USE IN THEIR EA SERVICES PROGRAM 1,000

OPEN DOOR REHABILITATION

405 S WELLS STREET
SANDWICH,IL60548 		  PC PURCHASE OF NEW EQUIPMENT FOR CPR AND FIRST AID TRAINING AND REPLACE CPR MANNEQUINS WITH UPDATED MODELS 2,111

OPEN DOOR VOCATIONAL GRANT

405 WELLS STREET
SANDWICH,IL60548 		  PC VOCATIONAL PLANT TRIP 209

PARAMOUNT ADAPTIVE RIDING CENTER

76382 WILDWOOD RD
YULEE,FL32097 		  PC FUNDING FOR MATERIALS FOR THE BUILDOUT OF A NEW ARENA SPACE. 500

PEGASUS THERAPEUTIC RIDING ACADEMY

8297 BUSTLETON AVE
PHILIDELPHIA,PA19152 		  PC TO PURCHASE ADAPTIVE EQUIPMENT INCLUDING: THERAPEUTIC RIDING HARNESS AND GAIT BELT, SENSORY MOTOR KIT, AND A HANDHELD CUEING PADDLE KIT 500

PLANO HS TRANSITION

704 W ABE STREET
PLANO,IL60545 		  PC JOB TRAINING UNIFORMS 1,280

RHYTHM OF THE REIN THERAPEUTIC RIDING AND DRIVING PROGRAM

PO BOX 86
WATERBURY CENTER,VT05677 		  PC FUNDING FOR REPLACEMENT OF RETIRED EQUIPMENT INCLUDING BAREBACK PADS, ENGLISH STIRRUP LEATHERS, HELMETS, AND SUREHANDS LIFT MAINTENANCE 250

RIDE FOR JOY THERAPEUTIC RIDING PROGRAM

28379 EL PASO RD
CALDWELL,ID83607 		  PC PURCHASE CHILD AND ADULT SIZED PITCHFORKS , BROOMS AND DUST PANS, GARDEN TROWELS, PLASTIC BUCKETS AND MUCK BUCKET CARTS. 250

RIDE ON ST LOUIS

PO BOX 94
KIMMSWICK,MO63053 		  PC PURCHASE OF FENCE MATERIALS INCLUDING POSTS, RAILS, CONCRETE, WIRE FOR PROGRAM SPACES 500

RIDING UNLIMITED

9168 TN SKILES RD
PONDER,TX76259 		  PC PURCHASE 8 PAIRS OF SAFETY "S" SHAPED STIRRUPS 250

RIVER VALLEY RIDERS

8362 TAMARACK VILLAGE SUITE 119-440
WOODBURY,MN55125 		  PC FUNDING TO SUPPORT OPERATING EXPENSES TO HELP KEEP LESSON FEES AFFORDABLE 500

ROCK - RIDE ON CENTER FOR KIDS

PO BOX 2422
GEORGETOWN,TX78627 		  PC PURCHASE SADDLES AND PROVIDE TACK TO A TEAM OF 32 HORSES. 500

SADDLE UP

1549 OLD HILLSBORO RD
FRANKLIN,TN37069 		  PC PURCHASE OF A FLEX TREE CIRCLE SADDLE FROM CIRCLE Y 500

SALESIAN SISTERS OF ST JOHN BOSCO

2 LE FEVRES LN
NEW ROCHELLE,NY10801 		  PC TO SUPPORT VOCATIONS AND MISSION 5,000

SHEPARD MEADOWS EQUESTRIAN CENTER

733 HILL ST
BRISTOL,CT06010 		  PC SUPPORT VOLUNTEER RECRUITMENT, DEVELOPMENT, AND TRAINING 1,000

SMILES - SPECIAL METHODS IN LEARNING EQUINE SKILLS

N2666 COUNTY RD K
DARIEN,WI53114 		  PC CONSTRUCT A PRIVATE PADDOCK WITH SHELTER FOR NEW PROGRAM HORSES TO RESIDE AS THEY TRANSITION INTO THE HERD. 500

ST MARY PARISH

901 CENTER ST
PLANO,IL60545 		  PC ELECTRICAL REPAIR TO CHAPEL PROVIDING ADAPTIVE PROGRAMS FOR INDIVIDUALS WITH SPECIAL NEEDS. 9,000

STAR COMMUNITY INC

13757 BROADFORDING CHURCH RD
HAGERSTOWN,MD21740 		  PC OPERATIONAL SUPPORT TO INSTALL A MINI SPLIT HEATING/AC UNIT FOR CLASSROOM SPACE 500

SURFERS FOR AUTISM

1822 NE CRABTREE TERRACE
JENSEN BEACH,FL34857 		  PC TO SUPPORT LOW-INCOME FAMILIES BRINGING CHILDREN TO SFA 3,000

THE RIGHT STEP INC

5200 W COAL MINE AVE
LITTLETON,CO80123 		  PC PURCHASE BAREBACK SADDLE AND PROGRAM /HORSECARE SUPPLIES 500

THE SADDLE LIGHT CENTER

17530 OLD EVANS RD
SELMA,TX78154 		  PC TO SUPPORT GENERAL OPERATIONAL EXPENSES INCLUDING HORSE AND BARN EXPENSES. 500

TRIPLE H EQUITHERAPY CENTER

791 BACKHAUS RD
PIPE CREEK,TX78063 		  PC FUNDING TOWARD OPERATIONAL COSTS WHICH INCLUDE HORSE CARE EXPENSES SUCH AS HAY, FEED, NUTRITIONAL SUPPLEMENTS, FARRIER SERVICES, AND VETERINARY CARE. 500

UKRAINIAN ACTION

145 RIVER LANDING
DANIEL ISLAND,SC29492 		  PC OPERATIONAL ASSISTANCE 7,000

VICTORY GALLOP INC

1745 N HAMETOWN RD
AKRON,OH44333 		  PC TO SUPPORT ONGOING MISSION RELATED OPERATIONAL COSTS 500

VICTORY HILL THERAPEUTIC HORSEMANSHIP

1138 MOUNTIAN RD
PORT JARVIS,NY12771 		  PC FUNDING TOWARD NEW PROGRAM FOR SPECIAL NEEDS IN COLLABORATION WITH LOCAL STATE UNIVERSITY 250

WIND RUSH FARM

479 LACY ST
NORTH ANDOVER,MA01845 		  PC FUNDING TOWARD NEW PROGRAM HELMETS 500

WINGS OF HOPE EQUITHERAPY

4200 COUNTY RD806
CLEBURNE,TX76031 		  PC OPERATIONAL BUDGET FUNDS FOR MISSION 500
Total .................................right arrow 3a 194,218
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 1,489  
4 Dividends and interest from securities ....     14 278,387  
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 ............ 		    18 176,552  
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) .. 0 456,428 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
456,428
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 17,775 1,778   15,997

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDING 2020-05-06 286,000 26,889 SL 39.000000000000 7,333 0    
ELEEMOSYNARY CENTER 2021 2021-12-31 265,960 13,638 SL 39.000000000000 6,819 0    
ELEEMOSYNARY CENTER - CONCRETE PAD 2021-06-30 14,150 363 SL 39.000000000000 363 0    
WHEELER RD LAND 2022-10-18 596,500   L   0 0    
FORD EXPLORER 2022-08-19 60,260 8,035 SL 10.000000000000 6,026 0    
FORD ECONOLINE 2023-10-23 49,539 826 SL 10.000000000000 4,954 0    
AIR CONDITIONING SYSTEM 2023-06-07 6,100 91 SL 39.000000000000 156 0    
ASTRO AI SENSORY ROBOT 2023-11-01 2,761 66 SL 7.000000000000 394 0    
FURNITURE & EQUIPMENT 2020-06-29 610 610   0 % 0 0    
CIP 2020-08-28 650 650   0 % 0 0    
FURNITURE 2021 2021-12-31 2,504 2,504   0 % 0 0    
CONDO 2023-03-29 392,050 7,539 SL 39.000000000000 10,053 0    

TY 2024 GeneralExplanationAttachment
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Identifier Return Reference Explanation
OFFICER COMPENSATION FORM 990-PF, PART VII, LINE 1 ALL COMPENSATION PAID TO INDIVIDUALS LISTED IN PART VII IS RELATED TO THEIR WORK AS EMPLOYEES OF THE FOUNDATION AS THEY RECEIVE NO COMPENSATION FOR THEIR POSITION AS A BOARD MEMBER.

TY 2024 InvestmentsCorpStockSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Name of Stock End of Year Book Value End of Year Fair Market Value
BROOKFIELD CORP 64,603 134,490
KINDER MORGAN INC 56,483 118,748
ONEOK INC 34,297 102,871
WILLIAMS COS INC 44,511 112,931
CLIFFWATER CORPORATE LEN 179,054 179,487
DEER PARK TOTAL RETURN 230,161 181,836
DOUBLELINE TOTAL RETURN 130,019 107,102
FIRST TRUST PRIVATE CRED 175,316 173,910
INVESCO CONVERTIBLE 157,451 126,106
PERFORMANCE TRUST STRATE 134,915 116,805
RATIONAL SPECIAL SITUATI 145,829 135,856
RIVERNORTH DOUBLELINE ST 141,508 123,972
VANGUARD HIGH-YIELD CORP 175,124 163,229
DFA EMERGING MKTS EX CHI 198,837 207,983
DFA INTERNATIONAL CORE E 160,747 183,954
DFA INTERNATIONAL SMALL 129,195 122,399
DFA US HI RELATV PROFITA 316,030 481,149
DFA US LARGE CAP EQUITY 436,038 638,071
DFA US LARGE CAP VALUE 364,110 524,687
DFA US MICRO CAP I 190,181 276,179
DFA US SMALL CAP I 350,955 524,912
NUVEEN PREFERRED SEC 235,469 216,236
VARIANT ALTERNATIVE INCO 153,414 152,418
FIRST TRUST ENHANCED 115,448 114,963
FRST TRT LOW DTN OPNTS 122,348 116,152
ISHARES CORE DIVIDEND 392,310 544,177
ISHARES CORE MSCI TOTL 165,254 162,481
ISHARES CORE S&P MID-CAP 354,118 491,864
ISHARES MSCI EMERGING 107,430 117,600
ISHARES MSCI INDIA ETF 100,923 119,169
ISHARES RUSSELL MID CAP 227,618 324,752
ISHARES S&P SMLL CAP 600 282,787 391,089
VANGUARD GROWTH ETF 259,423 443,023
VANGUARD MID CAP ETF 376,075 509,729
VANGUARD S&P 500 ETF 379,923 647,261
VANGUARD SMALL CAP ETF 296,196 384,122
BLACKSTONE INC 76,509 104,479

TY 2024 LandEtcSchedule2
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 286,000 34,222 251,778  
ELEEMOSYNARY CENTER 2021 265,960 20,457 245,503  
ELEEMOSYNARY CENTER - CONCRETE PAD 14,150 726 13,424  
WHEELER RD LAND 596,500 0 596,500  
FORD EXPLORER 60,260 14,061 46,199  
FORD ECONOLINE 49,539 5,780 43,759  
AIR CONDITIONING SYSTEM 6,100 247 5,853  
ASTRO AI SENSORY ROBOT 2,761 460 2,301  
FURNITURE & EQUIPMENT 610 610 0  
CIP 650 650 0  
FURNITURE 2021 2,504 2,504 0  
CONDO 392,050 17,592 374,458  


TY 2024 LegalFeesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,302 495   2,807


TY 2024 OtherAssetsSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ART COLLECTION 2,742,848 2,566,624 2,566,624


TY 2024 OtherDecreasesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Description Amount
BASIS ADJUSTMENTS - DAMAGED ART DISPOSAL 136,849


TY 2024 OtherExpensesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ART STORAGE EXPENSES 27,812 0   27,812
DUES/SUBSCRIPTIONS 393 0   393
EDUCATION & TRAINING 449 45   404
INSURANCE 23,347 2,335   21,012
MISCELLANEOUS EXPENSE 2,964 296   2,668
NETWORK EXPENSES 1,730 173   1,557
OFFICE EXPENSES 1,558 156   1,402
OUTREACH 165 17   148
VEHICLE EXPENSES 770 77   693


TY 2024 OtherIncreasesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Description Amount
BASIS ADJUSTMENTS - DONATED ART 21,125
NONTAXABLE DISTRIBUTIONS 6,036


TY 2024 OtherProfessionalFeesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 24,200 24,200   0
CONSULTATION FEE 5,020 502   4,518
PAYROLL SERVICE FEES 2,620 262   2,358


TY 2024 TaxesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 3,500 0   0
FOREIGN TAXES 3,176 3,176   0