Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
YORKVILLE
State or province
IL
Country  
ZIP or foreign postal code
60560
A Employer identification number

84-3100228
B Telephone number (see instructions)

6308826000
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$15,390,158J 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 .................
3 Interest on savings and temporary cash investments 652 652  
4 Dividends and interest from securities... 293,700 293,700  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 244,347
b Gross sales price for all assets on line 6a 1,571,093
7 Capital gain net income (from Part IV, line 2)... 244,347
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........ 538,699 538,699  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 239,850 23,985   215,865
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 33,015 3,302   29,713
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,903 735   4,168
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,821 1,382   12,439
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,625 25,293   8,332
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,939 5,939   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
42,817 0  
20 Occupancy.............. 53,001 5,300   47,701
21 Travel, conferences, and meetings....... 7,182 718   6,464
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
96,341 4,657   91,684
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 535,494 71,311   416,366
25 Contributions, gifts, grants paid....... 454,541 454,541
26 Total expenses and disbursements. Add lines 24 and 25 ................ 990,035 71,311   870,907
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -451,336
b Net investment income (if negative, enter -0-) 467,388
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 607,172 520,565 520,565
2 Savings and temporary cash investments......... 816,187 1,085,523 1,085,523
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 7,460,609 Click to see attachment
List of Attached Documents:
// Content
7,018,302 		9,845,479
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 2,066,228
Less: accumulated depreciation (attach schedule) 140,126 1,579,775 Click to see attachment
List of Attached Documents:
// Content
1,926,102 		1,926,102
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,566,624 		Click to see attachment
List of Attached Documents:
// Content
2,012,489 		Click to see attachment
List of Attached Documents:
// Content
2,012,489
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,030,367 12,562,981 15,390,158
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 13,030,367 12,562,981
29 Total net assets or fund balances (see instructions)..... 13,030,367 12,562,981
30 Total liabilities and net assets/fund balances (see instructions). 13,030,367 12,562,981
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
13,030,367
2
Enter amount from Part I, line 27a .....................
2
-451,336
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
15,250
4
Add lines 1, 2, and 3 ..........................
4
12,594,281
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
31,300
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
12,562,981
Form 990-PF (2025)
Form 990-PF (2025)
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 ARTWORK D 2023-07-24 2025-05-22
c ARTWORK D 2023-07-24 2025-07-22
d ARTWORK D 2023-07-24 2025-10-24
e 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 1,318,136   1,083,246 234,890
b 17,500   19,000 -1,500
c 9,000   4,500 4,500
d 220,000   220,000 0
e 6,457     6,457
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       234,890
b       -1,500
c       4,500
d       0
e       6,457
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 2 244,347
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 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 6,497
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 6,497
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 6,497
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,240
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,240
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 8,737
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax8,737 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IL
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 2025 or the taxable year beginning in 2025? 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 addressOLIVER-HOFFMANNFOUNDATION.COM
14
The books are in care ofOLIVER-HOFFMANN FOUNDATION Telephone no. (630) 882-6000

Located at1905 MARKETVIEW DRIVE 146YORKVILLEIL ZIP+460560
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		123,000 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 		116,850 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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. 116,866
2 THE FOUNDATION PURCHASED CASTLE GROUP PROPERTY IN 2023 AND MICHIGAN CITY RESPITE HOUSE IN 2025. THESE ARE USED AS A FREE HOUSING SOURCE FOR FAMILIES TRAVELING TO ATTEND PROGRAMMING BY OTHER CHARITABLE 501(C)(3) ORGANIZATIONS. THEY ALSO SERVE AS A RESPITE FOR FAMILY MINISTRIES, RELIGIOUS, CLERGY, AND THOSE THAT HAVE TAKEN VOWS OF POVERTY FOR RELIGIOUS AND CHARITABLE PURPOSES. 32,300
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. 64,748
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. 9,618
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
9,836,094
b
Average of monthly cash balances.......................
1b
1,321,657
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,157,751
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
11,157,751
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
167,366
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,990,385
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
549,519
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
549,519
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,497
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,497
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
543,022
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
543,022
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
543,022
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, line 26, column (d) ..........
1a
870,907
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
389,144
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
1,260,051
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 543,022
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 269,221
b From 2021...... 512,216
c From 2022...... 919,590
d From 2023...... 893,299
e From 2024...... 48,513
f Total of lines 3a through e ........ 2,642,839
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,260,051
a Applied to 2024, 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 2025 distributable amount..... 543,022
e Remaining amount distributed out of corpus 717,029
5 Excess distributions carryover applied to 2025. 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 3,359,868
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		269,221
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		3,090,647
10 Analysis of line 9:
a Excess from 2021 .... 512,216
b Excess from 2022 .... 919,590
c Excess from 2023 .... 893,299
d Excess from 2024 .... 48,513
e Excess from 2025 .... 717,029
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 FOLLOWING AN EXTENSIVE REVIEW PROCESS
Form 990-PF (2025)
Form 990-PF (2025)
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

BELLARMINE JESUIT RETREAT HOUSE

420 W COUNTY LINE ROAD
BARRINGTON,IL60010 		    CHARITABLE GROUNDS AND PROGRAM AREA 5,000

BRISTOL KENDALL FIRE DEPARTMENT

103 BEAVER ST
YORKVILLE,IL60560 		    SUPPORT COMMUNITY SAFETY INITIATIVE FOR LOW INCOME FAMILIES 300

COMFORT & JOY

490 BURNING WOOD WAY
OREGON,WI53575 		    OPERATIONAL EXPENSES TO SERVE SPECIAL NEEDS 5,000

DEKALB COUNTY COMMUNITY FOUNDATION (GIVE DEKALB COUNTY)

475 DEKALB AVE
SYCAMORE,IL60178 		    ANNUAL GIVING DAY FOR DEKALB COUNTY CHARITIES 3,500

DEVELOPMENTAL SERVICES CENTER OF CHAMPAIGN COUNTY INC

1304 BRADLEY AVE
CHAMPAIGN,IL61821 		    ADAPTIVE EQUIPMENT 1,000

EASTERSEALS CENTRAL ILLINOIS

507 E ARMSTRONG AVE
PEORIA,IL61603 		    REVITALIZE ADAPTIVE SWIMMING POOL AREA 2,500

FELLOWSHIP HOUSING CORPORATION

2500 W HIGGINS ROAD SUITE 360
HOFFMAN ESTATES,IL60169 		    SERVE THE NEEDS OF SINGLE MOTHERS AND CHILDREN AT RISK OF BEING OR ARE HOMELESS 1,000

FOUNDATION FOR OPHTHALMOLOGICAL CARE FROM UNITED STATES INC

338 RIDGE RD
BARRINGTON,IL60010 		    CHARITABLE OPERATIONS 5,000

FOUNTAIN OF HOPE MINISTRIES

5141 US HWY 411
MARYVILLE,TN37801 		    SUPPORT AT-RISK MENTAL HEALTH 650

FRANCISCAN MONASTERY OF THE HOLY LAND

1400 QUINCY STREET
WASHINGTON,DC20017 		    ARTWORK DONATION: "THE CROSSROADS CABINETS" (1999) BY MUNOZ, JUAN - CABINET (DOOR HINGES); STEEL, GLASS, LEAD, MIXED MEDIADONATION DATE: MAY 3, 2025FAIR MARKET VALUE: $75,000ORIGINAL COST: $75,000RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 75,000

HEARTS AFIRE

35246 US HWY 19 N 158
PALM HARBOR,FL34684 		    SUPPORT AT-RISK CHILDREN'S MEDICAL NEEDS 5,000

HORIZON HOUSE OF ILLINOIS VALLEY INC (WELCOMING HEARTS)

2000 PLANK RD
PERU,IL61354 		    CHARITABLE OPERATIONS 846

LITTLE FRIENDS INC

27555 DIEHL ROAD SUITE E
WARRENVILLE,IL60555 		    JOB TRAINING PROGRAM FOR INDIVIDUALS WITH DISABILITIES 1,000

MADONNA RENEWAL CENTER

1209B S WALNUT AVE
FREEPORT,IL61032 		    FUNDS FOR FURNACE REPLACEMENT 2,379

MARIAN SERVANTS OF DIVINE PROVIDENCE

711 SOUTH BAYVIEW AVENUE
CLEARWATER,FL33759 		    CENACLE SCHOOL OF SPIRITUAL DIRECTION 3,500

MARKLUND CHILDREN'S HOME

1S450 WYATT DRIVE
GENEVA,IL60134 		    CONTINUING EDUCATION FOR SPECIAL EDUCATION STAFF 1,500

MILLBROOK UNITED

8360 CO HWY 1
MILLBROOK,IL60536 		    GRANT TO UNDERSERVED CHURCH FOR COMMUNITY MEDICAL NEEDS 2,000

MUSEUM OF CONTEMPORARY ART

220 E CHICAGO AVE
CHICAGO,IL60611 		    ARTWORK DONATION: "TEMPLE OF MY FATHER" (1989) BY CHARLESWORTH, SARAH - LAMINATED CIBACHROME WITH LACQUERED FRAME, EDITION OF 4DONATION DATE: APRIL 16, 2025FAIR MARKET VALUE: $10,000ORIGINAL COST: $4,500RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 10,000

MUSEUM OF CONTEMPORARY ART

221 E CHICAGO AVE
CHICAGO,IL60612 		    ARTWORK DONATION: "LIZ" (1982) BY AHEARN, JOHN - PAINTED CAST PLASTERDONATION DATE: FEB 2, 2025FAIR MARKET VALUE: $8,000ORIGINAL COST: $8,000RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 8,000

NAOMIS HOUSE

PO BOX 515
WHEATON,IL60187 		    TO SUPPORT OPERATIONAL EXPENSES FOR EXPLOITED WOMEN 5,000

PLANO HIGHSCHOOL

704 W ABE STREET
PLANO,IL60545 		    MOBILITY CHAIRS AND JOB TRAINING PROGRAM FOR INDIVIDUALS WITH DISABILITIES 5,076

PROFESSIONAL ASSOCIATION OF THERAPEUTIC HORSEMANSHIP INTERNATIONAL (PATH)

PO BOX 33150
DENVER,CO80233 		    DISABILITY EDUCATION PROGRAMS 25,000

SHORE COMMUNITY SERVICES

8350 LARAMIE AVENUE
SKOKIE,IL60077 		    CILA RESIDENT'S CLASSES AND OTHER ACTIVITIES IN THE COMMUNITY 1,000

ST FRANCIS CHILDREN'S CENTER

6700 N PORT WASHINGTON RD
MILWAUKEE,WI53217 		    FUNDS FOR FAMILY NEEDS ACTIVITY CENTER 3,000

ST LAURENCE CHURCH

218 JEWETT ST
ELGIN,IL60116 		    ARTWORK DONATION: "FIELDS OF SORROW" (1986) BY DUJOURIE, LILI - SCULPTURE IN LEADDONATION DATE: APRIL 10, 2025FAIR MARKET VALUE: $2,500ORIGINAL COST: $2,500RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 2,500

ST LAURENCE CHURCH

219 JEWETT ST
ELGIN,IL60117 		    ARTWORK DONATION: "WHEN WOMEN ARE GREAT" (1986) BY STEPAN, GARYDONATION DATE: APRIL 10, 2025FAIR 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

ST LAURENCE CHURCH

220 JEWETT ST
ELGIN,IL60118 		    ARTWORK DONATION: "A TUTTI E VINCITORI MCMLXXXXVII (ICON RED)" (1987) BY MERZ, GERHARD - TEMPURA ON CANVAS AND WOODDONATION DATE: APRIL 10, 2025FAIR MARKET VALUE: $7,500ORIGINAL COST: $7,500RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 7,500

ST LAURENCE CHURCH

221 JEWETT ST
ELGIN,IL60119 		    ARTWORK DONATION: "UNTITLED 80-5 (ICON PATTERN PAINTING)" (1980) BY ROBBIN, TONY - ACRYLIC ON CANVASDONATION DATE: APRIL 10, 2025FAIR 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

ST LAURENCE CHURCH

222 JEWETT ST
ELGIN,IL60120 		    ARTWORK DONATION: "UNTITLED" (1989) BY WALKER, JOHN- OIL ON CANVASDONATION DATE: APRIL 10, 2025FAIR MARKET VALUE: $15,000ORIGINAL COST: $10,000RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 15,000

ST LAURENCE CHURCH

223 JEWETT ST
ELGIN,IL60121 		    ARTWORK DONATION: "THE COLLAPSE OF THE GREAT NARRATIVE AND THE ASSEMBLAGE OF FRAGMENTATION" (1986) BY DONA, LYDIA- OIL & ACRYLIC ON CANVASDONATION DATE: APRIL 10, 2025FAIR MARKET VALUE: $500ORIGINAL COST: $500RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 500

ST LAURENCE CHURCH

224 JEWETT ST
ELGIN,IL60122 		    ARTWORK DONATION: "TO FABRICA WITH DUST" (1988) BY YOUNG, MICHAEL - SAND, SOIL, CHALK AND ACRYLIC ON CANVASDONATION DATE: APRIL 10, 2025FAIR MARKET VALUE: $1,560ORIGINAL COST: $1,560RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 1,560

ST LAURENCE CHURCH

225 JEWETT ST
ELGIN,IL60123 		    GRANT TO SUPPORT ART MISSION 30,000

ST LAURENCE CHURCH

225 JEWETT ST
ELGIN,IL60123 		    ARTWORK DONATION: "REIGN, RAIN, REIN" (1985-86) BY MORRIS, ROBERT - ACRYLIC & LEAD & ENCAUSTIC ON FIBERGLASSDONATION DATE: APRIL 10, 2025FAIR MARKET VALUE: $80,000ORIGINAL COST: $80,000RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 80,000

ST LAURENCE CHURCH

226 JEWETT ST
ELGIN,IL60124 		    ARTWORK DONATION: "THROUGH THE LOOKING GLASS" (1987) BY ROLLINS, TIM + K.O.S - BLACK GESSO, ACRYLIC ON BOOKPAGES/LINENDONATION DATE: APRIL 10, 2025FAIR MARKET VALUE: $25,000ORIGINAL COST: $25,000RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 25,000

ST MARY ADAPTIVE SACREMENT CHAPEL

901 N CENTER STREET
PLANO,IL60545 		    SUPPORT SACREMENTAL PREPARATION AND ADAPTIVE CHATECHESIS FOR INDIVIDUALS WITH SPECIAL NEEDS 15,000

ST MARY'S VIABILITY GRANT

817 N CENTER ST
PLANO,IL60545 		    TO SUPPORT SCHOOL PROGRAMS IN THE UNDERSERVED COMMUNITY 24,500

ST STANISLAUS PARISH

109 ANN ST
MICHIGAN CITY,IN46360 		    CHARITABLE OPERATIONS 2,500

SURFERS FOR AUTISM

1822 NE CRABTREE TERRACE
JENSEN BEACH,FL34857 		    OPERATIONAL EXPENSES SERVING INDIVIDUALS WITH SPECIAL NEEDS 500

TC WILDLIFE CENTER

8626 SW CITRUS BLVD S
PALM CITY,FL34990 		    ANIMAL RESCUE AND REHABILITATION IN UNDERSERVED LOCATION 250

THREADSKEYS OF HOPE

1805 FRANKLIN STREET
MICHIGAN CITY,IN46363 		    EQUIPMENT, MEDICAL, AND FOOD FOR OF UNHOUSED FAMILIES IN MICHIGAN CITY, IN 2,955

UKRAINE IN ACTION

145 RIVER LANDING
DANIEL ISLAND,SC29492 		    CHARITABLE OPERATIONS 5,000

UKRAINIAN ACTION

145 RIVER LANDING
DANIEL ISLAND,SC29492 		    ARTWORK DONATION: "SCREAM OF THE ALBINO" (1983) BY DOKOUPIL, JIRI GEORG- ACRYLIC/COTTONDONATION DATE: APRIL 22, 2025FAIR MARKET VALUE: $35,000ORIGINAL COST: $35,000RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 35,000

UNDERSTOOD

96 MORTON ST 5TH FLOOR
NEW YORK,NY10014 		    ARTWORK DONATION: "DAYS END" (1975) BY MATTA-CLARK, GORDON - CIBACHROME PRINTDONATION DATE: JANUARY 8, 2025FAIR MARKET VALUE: $24,025ORIGINAL COST: $24,025RECIPIENT'S USE OF THE DONATED ARTWORK IS RELATED TO THEIR TAX-EXEMPT PURPOSE AND WILL BE USED FOR THEIR CHARITABLE MISSION 24,025

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT ST
NEW YORK,NY10014 		    ARTWORK DONATION: "ILLUSION" (1988) BY LEMIEUX, ANNETTE - LATEX, OIL, PENCIL ON CANVASDONATION DATE: SEPTEMBER 30, 2025FAIR MARKET VALUE: $8,500ORIGINAL COST: $3,750FORM 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 8,500
Total ................................. 3a 454,541
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 652  
4 Dividends and interest from securities ....     14 293,700  
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 ............ 		    18 244,347  
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) .. 0 538,699 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
538,699
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RETURN PREPARATION AND BOOKKEEPING 13,821 1,382   12,439

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

TY 2025 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 34,222 SL 39.000000000000 7,333 0    
ELEEMOSYNARY CENTER 2021 2021-12-31 265,960 20,457 SL 39.000000000000 6,819 0    
ELEEMOSYNARY CENTER - CONCRETE PAD 2021-06-30 14,150 726 SL 39.000000000000 363 0    
WHEELER RD LAND 2022-10-18 596,500   L   0 0    
FORD EXPLORER 2022-08-19 60,260 14,061 SL 10.000000000000 6,026 0    
FORD ECONOLINE 2023-10-23 49,539 5,780 SL 10.000000000000 4,954 0    
AIR CONDITIONING SYSTEM 2023-06-07 6,100 247 SL 39.000000000000 156 0    
ASTRO AI SENSORY ROBOT 2023-11-01 2,761 460 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 17,592 SL 39.000000000000 10,053 0    
RESPITE HOUSE 2025-04-11 344,081   SL 39.000000000000 6,617 0    
RESPITE HOUSE - LAND 2025-04-11 38,231   L   0 0    
AIR CONDITIONING SYSTEM-FOX RIVER DR 2025-05-30 6,832   SL 39.000000000000 102 0    

TY 2025 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 2025 InvestmentsCorpStockSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Name of Stock End of Year Book Value End of Year Fair Market Value
BLACKSTONE INC 61,665 74,681
BROOKFIELD CORP 30,067 78,105
CASCADE PRIVATE CAPITAL 82,000 86,730
CLIFFWATER CORPORATE LEN 193,107 190,352
DFA EMERGING MKTS EX CHI 181,531 235,495
DFA INTERNATIONAL CORE E 142,594 216,413
DFA INTERNATIONAL SMALL 118,565 141,697
DFA US HI RELATV PROFITA 321,690 542,783
DFA US LARGE CAP EQUITY 356,736 614,198
DFA US LARGE CAP VALUE 349,723 580,740
DFA US MICRO CAP I 183,356 291,075
DFA US SMALL CAP I 298,462 480,351
DOUBLELINE TOTAL RETURN 135,501 115,717
FIRST TRUST ENHANCED 106,232 106,095
FIRST TRUST PRIVATE CRED 193,488 187,944
FRST TRT LOW DTN OPNTS 106,361 104,019
INVESCO CONVERTIBLE 173,172 146,460
ISHARES CORE DIVIDEND 347,553 553,081
ISHARES CORE MSCI TOTL 105,063 137,206
ISHARES CORE S&P MID-CAP 329,350 491,160
ISHARES MSCI EMERGING 103,899 147,788
ISHARES MSCI INDIA ETF 100,923 122,361
ISHARES RUSSELL MID CAP 224,698 349,861
ISHARES S&P SMLL CAP 600 259,004 379,006
KINDER MORGAN INC 42,010 84,676
NUVEEN PREFERRED SEC 218,162 212,057
ONEOK INC 36,045 77,324
RATIONAL SPECIAL SITUATI 153,396 142,889
REGAN TOTAL RETURN INC 155,420 155,085
RIVER CANYON TOTAL RETURN 154,650 154,169
RIVERNORTH DOUBLELINE ST 165,323 148,853
VANGUARD GROWTH ETF 244,923 498,763
VANGUARD HIGH-YIELD CORP 185,910 178,663
VANGUARD MID CAP ETF 354,894 531,675
VANGUARD S&P 500 ETF 331,971 656,077
VANGUARD SMALL CAP ETF 288,419 402,911
VARIANT ALTERNATIVE INCOME 153,414 149,131
WILLIAMS COS INC 29,025 79,888

TY 2025 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 41,555 244,445  
ELEEMOSYNARY CENTER 2021 265,960 27,276 238,684  
ELEEMOSYNARY CENTER - CONCRETE PAD 14,150 1,089 13,061  
WHEELER RD LAND 596,500 0 596,500  
FORD EXPLORER 60,260 20,087 40,173  
FORD ECONOLINE 49,539 10,734 38,805  
AIR CONDITIONING SYSTEM 6,100 403 5,697  
ASTRO AI SENSORY ROBOT 2,761 854 1,907  
FURNITURE & EQUIPMENT 610 610 0  
CIP 650 650 0  
FURNITURE 2021 2,504 2,504 0  
CONDO 392,050 27,645 364,405  
RESPITE HOUSE 344,081 6,617 337,464  
RESPITE HOUSE - LAND 38,231 0 38,231  
AIR CONDITIONING SYSTEM-FOX RIVER DR 6,832 102 6,730  


TY 2025 LegalFeesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL GOVERNANCE AND COUNSEL 4,903 735   4,168


TY 2025 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 2,566,624 2,012,489 2,012,489


TY 2025 OtherDecreasesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Description Amount
BASIS ADJUSTMENTS - DAMAGED ART DISPOSAL 31,300


TY 2025 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 49,569 0   49,569
BANK FEES 60 6   54
DUES/SUBSCRIPTIONS 200 0   200
INSURANCE 37,978 3,798   34,180
MISCELLANEOUS EXPENSE 2,035 203   1,832
NETWORK EXPENSES 1,469 147   1,322
OFFICE EXPENSES 967 97   870
VEHICLE EXPENSES 4,063 406   3,657


TY 2025 OtherIncreasesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Description Amount
DIFFERENCE BETWEEN BOOK AND FMV FOR ARTWORK GRANTED OUT 15,250


TY 2025 OtherProfessionalFeesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 24,368 24,368   0
CONSULTATION FEE 4,114 411   3,703
PAYROLL SERVICE FEES 5,143 514   4,629


TY 2025 TaxesSchedule
Name:
OLIVER-HOFFMANN FOUNDATION
EIN:
84-3100228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 5,000 0   0
FOREIGN TAXES 5,939 5,939   0