Thelma Braun & Bocklett Family Foundation
The Thelma Braun & Bocklett Family Foundation is a private foundation based in Dallas, Texas. Its 2025 filing describes grants to charitable, religious, scientific, literary, or educational organizations, with a focus on those in the Grayson County area.
Thelma Braun & Bocklett Family Foundation at a glance
In short: Thelma Braun & Bocklett Family Foundation gave $181K across 13 grants in 2026 (avg $14K), mostly in Texas. 17% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $180,500
- +3.4% vs 2025
- Grants made (2026)
- 13
- +8.3% vs 2025
- Average grant
- $13,885
- -4.5% vs 2025
- Median grant
- $10,000
- Total assets
- $4,053,008
- +13.3% vs 2025
- New grantees (estimate)
- 17% first-time grantees (2 of 12, 2026; small sample)
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Thelma Braun & Bocklett Family Foundation
- How to Apply
-
The filing directs applicants to review the grant guidelines and complete the online application form.
- Review Cycle
- The filing lists January 1 and August 1. Both dates have passed for 2026.
- Deadline
- The filing lists January 1 and August 1.
- Contact
Application contact: Kelly Garlock - Bank Of America
Mailing address: 901 Main St Fl 19, Dallas, TX 75202
Phone: (214) 209-2396
Email: tx.philanthropic@bofa.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Thelma Braun & Bocklett Family Foundation
Who Thelma Braun & Bocklett Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Denison ISD ($62K across 2 grants). Together the top 10 received $171K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 52 grants of 53 (98%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 filing focuses on organizations within the Grayson County, Texas area. All grant dollars reported for filing year 2026 went to recipients in Texas.
Grant Distribution by State
Share of 2026 grant dollars across all 13 itemized grants.
States
Cities
Is Thelma Braun & Bocklett Family Foundation open to new grantees?
17%
first-time grantees, 2026
In 2026, 2 of 12 grantees (17%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $7K; repeat grants $17K. How we count
Medians: $7K first-time, $10K repeat.
- 67% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $135K (2021) to $181K (2023). In 2026 it made 13 grants totaling $181K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Denison ISD Denison, TX | Thelma Braun Music | $32,000 |
| Denison ISD Denison, TX | Thelma Braun Center for | $30,000 |
| Sherman Symphony Orchestra Association Inc Sherman, TX | Unrestricted General | $20,000 |
| Pottsboro ISD Pottsboro, TX | Support High School Theatre | $20,000 |
| Grayson County Children's Advocacy Center Sherman, TX | Child Abuse Prevention | $15,000 |
| Denison Main Street Inc Denison, TX | Heritage Park Artwork - | $10,000 |
| The Sherman Museum Sherman, TX | Support 'Dino Days' Program | $10,000 |
| Red River Railroad Museum Denison, TX | Unrestricted General | $10,000 |
| Sherman Community Players Sherman, TX | Theatricks Education | $10,000 |
| Boys and Girls Club of Denison Inc Denison, TX | Support Air Conditioner | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,053,008 | $564,499 | $238,863 | $180,500 | 13 | $206,159 | $537,519 | $225,990 |
| 2025 | $3,576,228 | $337,209 | $224,817 | $174,500 | 12 | $198,102 | $308,688 | $208,018 |
| 2024 | $3,494,056 | $124,293 | $203,816 | $160,000 | 11 | $181,480 | $92,265 | $192,629 |
| 2023 | $3,523,133 | $-87,542 | $239,293 | $181,000 | 7 | $201,561 | $55,011 | $182,558 |
| 2022 | $3,835,247 | $730,916 | $233,672 | $180,000 | 10 | $204,139 | $702,399 | $209,080 |
| 2021 | $3,725,442 | $264,686 | $184,521 | $135,000 | 9 | — | $241,355 | $197,836 |
Under IRS private-foundation payout rules, Thelma Braun & Bocklett Family Foundation reported a distributable amount of $226K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s grant program description says it was established in 1980 to support quality education, cultural, human services, and health care programming for underserved populations. It also describes a particular interest in projects benefiting local youth and vital community needs.
The 2025 filing states that grants are for charitable, religious, scientific, literary, or educational organizations, with a focus on organizations in the Grayson County, Texas area. The foundation’s 2026 grants include support for music, theatre, historical museums, child abuse prevention, and youth programs.
Several grantees describe their work in their own terms: Denison Main Street Inc says it works to preserve Denison’s heritage and facilitate economic growth; Sherman Community Players says it stimulates interest in theatre and trains and educates local talent; Red River Railroad Museum says it educates the community about railroads’ historical significance to Grayson County; and The Sherman Museum says it preserves and teaches local history.
Grantmaking
In filing year 2026, the foundation reported 13 grants totaling $180,500. The listed grants ranged from $5,000 to $32,000, with a median of $10,000. Notable awards included $32,000 to Denison ISD for “Thelma Braun Music,” $30,000 to Denison ISD for “Thelma Braun Center for,” $20,000 to Sherman Symphony Orchestra Association Inc for unrestricted general support, and $20,000 to Pottsboro ISD for high school theatre. Other awards included $15,000 to Grayson County Children’s Advocacy Center for child abuse prevention and $10,000 each to Denison Main Street Inc, The Sherman Museum, Red River Railroad Museum, and Sherman Community Players.
The foundation’s 2025 filing says it does not restrict giving to preselected organizations. It directs applicants to grant guidelines and an online application form and lists Kelly Garlock at Bank of America as the contact. The filing describes eligible recipients as charitable, religious, scientific, literary, or educational organizations, with a focus on those within the Grayson County, Texas area.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Bank of America as trustee.
Thelma Braun & Bocklett Family Foundation's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$31K (2022) → $34K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $34K, to Bank of America (Trustee).
Frequently asked questions about Thelma Braun & Bocklett Family Foundation
How much does Thelma Braun & Bocklett Family Foundation give each year?
Thelma Braun & Bocklett Family Foundation gave $181K across 13 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $175K across 12 grants.
What is Thelma Braun & Bocklett Family Foundation's typical grant size?
Thelma Braun & Bocklett Family Foundation's median grant in 2026 was $10,000, and its average grant was $13,885, across 13 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Thelma Braun & Bocklett Family Foundation that year got $7K on average.
Where does Thelma Braun & Bocklett Family Foundation give grants?
Thelma Braun & Bocklett Family Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Denison, TX (6 grants) and Sherman, TX (5 grants).
Does Thelma Braun & Bocklett Family Foundation give general operating support?
Yes: 15% of Thelma Braun & Bocklett Family Foundation's 2026 grants with a stated purpose (2 of 13) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Thelma Braun & Bocklett Family Foundation's largest grantees?
Thelma Braun & Bocklett Family Foundation's largest 2026 grantees include Denison ISD ($62,000 across 2 grants), Sherman Symphony Orchestra Association Inc ($20,000) and Pottsboro ISD ($20,000), according to its 2026 IRS Form 990-PF. Together they received 57% of its itemized 2026 grant dollars.
How large is Thelma Braun & Bocklett Family Foundation?
Thelma Braun & Bocklett Family Foundation reported $4.1M in total assets on its 2026 IRS Form 990-PF. It paid out $206K in qualifying distributions that year, against a required minimum of $226K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Thelma Braun & Bocklett Family Foundation fund?
The foundation’s grant program description says it was established in 1980 to support quality education, cultural, human services, and health care programming for underserved populations. It also describes a particular interest in projects benefiting local youth and vital community needs. See mission & focus areas ↑
How do I apply for a grant from Thelma Braun & Bocklett Family Foundation?
The filing directs applicants to review the grant guidelines and complete the online application form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Thelma Braun & Bocklett Family Foundation's EIN?
Thelma Braun & Bocklett Family Foundation's EIN (Employer Identification Number) is 52-7186004. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 13, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Thelma Braun & Bocklett Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Thelma Braun & Bocklett Family Foundation funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/thelma-braun-and-bocklett-family-foundation-morg_8a93820b531140f3b88e41731678321a
BibTeX
@misc{grantable_527186004_2026,
author = {{Grantable}},
title = {{Thelma Braun \& Bocklett Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/thelma-braun-and-bocklett-family-foundation-morg_8a93820b531140f3b88e41731678321a},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Thelma Braun & Bocklett Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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