TRIPLE DAWSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRIPLE DAWSON FAMILY FOUNDATION (EIN 20-4599790)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349101249
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:15:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882974460 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MK TAX & CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12830 FLORIANNE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204599790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIPLE DAWSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIP | BusinessNameControlTxt |
| Phone | 2103759000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NW LOOP 410 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE H DAWSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2103759000 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | DAWSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA KELLEY | PreparerPersonNm |
| PTIN | P00426421 | PTIN |
| Phone | 2107828618 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,461,255 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,262,607 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $874 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $874 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $437,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,297,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,358 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,198 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,197 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $887,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $887,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $889,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $888,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $407,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,160 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $417,083 | CashBOYAmt |
| Cash EOY | $136,062 | CashEOYAmt |
| Cash EOYFMV | $136,062 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,014 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $966,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,166,001 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $410,946 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $181,123 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $173,777 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $980,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $979,806 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $958 | OtherAssetsBOYAmt |
| Other Assets EOY | $595 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $595 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,798,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,206,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,461,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,798,774 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,206,688 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,798,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,206,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,798,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,206,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,798,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $407,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66 | OtherIncreasesAmt |
| Subtotal | $2,206,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,206,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 217.324 SH AMERICAN INTRMEDIATE BOND OF AMERICA CL A | 2023-01-01 | 2023-10-05 | $2,627 | $3,045 | -$418 | -$418 | |
| 2,236.803 SH AMERICAN AMCAP CLASS A | 2022-01-01 | 2023-05-15 | $75,000 | $65,941 | $9,059 | $9,059 | |
| 16,392.191 SH AMERICAN BOND FUND OF AMERICA CLASS A | 2022-01-01 | 2023-12-14 | $186,000 | $208,616 | -$22,616 | -$22,616 | |
| 9,243.666 SH AMERICAN INTRMEDIATE BOND OF AMERICA CL A | 2020-10-09 | 2023-10-05 | $112,314 | $129,528 | -$17,214 | -$17,214 | |
| 33.784 SH AMERICAN INVESTMNT CO OF AMERICA CL A | 2011-12-08 | 2023-05-15 | $1,500 | $1,121 | $379 | $379 | |
| 706.533 SH AMERICAN MUTUAL FUNDCLASS A | 2022-01-01 | 2023-05-15 | $34,500 | $32,164 | $2,336 | $2,336 | |
| CAPITAL GAINS DIVIDENDS | $25,752 | $25,752 | $25,752 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $503 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $503 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $930 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $930 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $427 | OverpaymentAmt |
| Applied To ES Tax | $427 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EUGENE H DAWSON | IndividualWithBooksNm |
| Phone | 2103759000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NW LOOP 410 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EUGENE H DAWSON | ||||||||
| 29 TILBURY LANE | SAN ANTONIO | TX | 78230 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY DUANE DAWSON | ||||||||
| 29 TILBURY LANE | SAN ANTONIO | TX | 78230 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EUGENE H DAWSON JR | ||||||||
| 2000 NW LOOP 410 | SAN ANTONIO | TX | 78213 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SAMUEL G DAWSON | ||||||||
| 3 CEYLON | SAN ANTONIO | TX | 78230 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,094,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,178,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,178,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,145,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $503 | TotalTaxAmt |
| Distributable Before Adj | $106,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,787 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $888,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $888,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,523 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $519,706 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $248,569 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $228,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,298,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $888,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $781,410 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,079,428 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $20,523 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,058,905 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $519,706 | ExcessFromYear4Amt |
| Excess From Year3 | $280,280 | ExcessFromYear3Amt |
| Excess From Year2 | $248,569 | ExcessFromYear2Amt |
| Excess From Year1 | $228,940 | ExcessFromYear1Amt |
| Excess From Current Year | $781,410 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE H DAWSON | ContributingManagerNm |
| Contributing Manager | MARY DUANE DAWSON | ContributingManagerNm |
| Contributing Manager | SAMUEL G DAWSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRIPLE DAWSON FAMILY FOUNDATION BOA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NW LOOP 410 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2103759000 | RecipientPhoneNum |
| Form And Info And Materials | PUBLIC CHARITIES QUALIFYING AS 501(C)(3) ORGANIZATIONS THAT WISH TO REQUEST A GRANT SHOULD SUBMIT SUCH REQUEST TO THE FOUNDATION BOARD OF DIRECTORS, INCLUDING A DETAILED DESCRIPTION AS TO THE PURPOSE AND USE OF SUCH GRANT IN THE EVENT IT IS MADE, ALONG WITH A COPY OF THE ORGANIZATION'S FAVORABLE DETERMINATION LETTER ISSUED BY THE INTERNAL REVENUE SERVICE RECOGNIZING SUCH ORGANIZATION AS A 501(C)(3) ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA HOME | |||||||
| 419 EAST MAGNOLIA AVENUE | SAN ANTONIO | TX | 78212 | N/A | PC | SUPPORT PROGRAMS | $7,500 |
| BAPTIST UNIVERSITY OF THE AMERICAS | |||||||
| 2418 W ANSLEY BLVD | SAN ANTONIO | TX | 78224 | N/A | PC | SUPPORT PROGRAMS | $15,000 |
| IMPACT SAN ANTONIO | |||||||
| 24165 IH-10 WEST SUITE 217-462 | SAN ANTONIO | TX | 78257 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| THE ST LUKE'S FUND | |||||||
| 15 ST LUKES LANE | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT PROGRAMS | $2,000 |
| TRINITY BAPTIST CHURCH | |||||||
| 319 E MULBERRY AVE | SAN ANTONIO | TX | 78212 | N/A | PC | SUPPORT PROGRAMS | $141,000 |
| UTSA ROADRUNNER FOUNDATION | |||||||
| PO BOX 691148 | SAN ANTONIO | TX | 78249 | N/A | PC | SUPPORT PROGRAMS | $450,000 |
| THE WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT PROGRAMS | $268,000 |
| PAPE-DAWSON CHARITABLE FOUNDATION | |||||||
| 2000 NW LOOP 410 | SAN ANTONIO | TX | 78213 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| MEALS ON WHEELS | |||||||
| 2718 DANBURY ST | SAN ANTONIO | TX | 78217 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| ARISE AFRICA | |||||||
| 1628 FAIRMONT AVE | FORT WORTH | TX | 76104 | N/A | PC | SUPPORT PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $887,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $874 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,484 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,722 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,636 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EUGENE AND MARY DUANE DAWSON | |||||||
| 1 | 29 TILBURY LANE | SAN ANTONIO | TX | 78230 | $100,107 | Yes (X) | Yes (X) |
| EUGENE JR AND CLAIRE DAWSON | |||||||
| 2 | 2000 NW LOOP 410 | SAN ANTONIO | TX | 78213 | $62,500 | Yes (X) | |
| EUGENE III AND MEGHAN DAWSON | |||||||
| 3 | 223 WELLESLEY LOOP | SHAVANO PARK | TX | 78231 | $8,750 | Yes (X) | |
| TAYLOR AND KATE DAWSON | |||||||
| 4 | 259 GENESEO | SAN ANTONIO | TX | 78209 | $18,750 | Yes (X) | |
| SAM AND LAURA DAWSON FAMILY FOUNDATION | |||||||
| 5 | 3 CEYLON | SAN ANTONIO | TX | 78230 | $72,500 | Yes (X) | |
| PAPE-DAWSON ENGINEERS HOLDINGS INC | |||||||
| 6 | 2000 NW LOOP 410 | SAN ANTONIO | TX | 78213 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,015 SH AMERICAN INTERMEDIATE BOND OF AMERICA CL A | NoncashPropertyDesc |
| Fair Market Value | $100,107 | FairMarketValueAmt |
| Received | 2023-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,395 | Amt |
| Net Investment Income | $1,198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,197 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,015 SH AMERICAN INTERMEDIATE BOND OF AMERICA CLASS A | $100,107 | $100,588 |
| 6,369.814 SH AMERICAN BOND FUND OF AMERICA CLASS A | $81,016 | $73,189 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,841.513 SH AMERICAN MUTUAL FUND CLASS A | $266,814 | $297,917 |
| 20,568.243 SH AMERICAN AMCAP CLASS A | $611,480 | $784,061 |
| 307.503 SH AMERICAN INVESTMENT CO OF AMERICA CL A | $10,430 | $15,498 |
| 495 SH BANK OF AMERICA CORP | $2,767 | $16,667 |
| 478 SH CULLEN/FROST BANKERS INC | $12,403 | $51,858 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 245,000 SH WEBSTER BK NATL ASSN WATERBURY CD | AT COST | $245,000 | $244,941 |
| 245,000 SH HTLF BK DENVER CO CD | AT COST | $245,000 | $244,608 |
| 245,000 SH CENTIER BK WHITING IND CD | AT COST | $245,000 | $245,127 |
| 245,000 SH MIZUHO BK USA CD | AT COST | $245,000 | $245,130 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM FROST BROKERAGE SERVICES | Desc |
| BOY Book Value | $958 | BOYBookValueAmt |
| EOY Book Value | $595 | EOYBookValueAmt |
| EOYFMV | $595 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE ACCOUNT ADJUSTMENT | Desc |
| Amt | $66 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| EUGENE AND MARY DUANE DAWSON | |||
| 29 TILBURY LANE | SAN ANTONIO | TX | 78230 |
| SAM AND LAURA DAWSON FAMILY FOUNDATION | |||
| 3 CEYLON | SAN ANTONIO | TX | 78230 |
| EUGENE JR AND CLAIRE DAWSON | |||
| 2000 NW LOOP 410 | SAN ANTONIO | TX | 78213 |
| EUGENE III AND MEGHAN DAWSON | |||
| 223 WELLESLEY LOOP | SHAVANO PARK | TX | 78231 |
| TAYLOR AND KATE DAWSON | |||
| 259 GENESEO | SAN ANTONIO | TX | 78209 |
| CHRISTOPHER AND TARA CHILDERS | |||
| 236 BELVIDERE DR | SAN ANTONIO | TX | 78212 |
| TYLER AND KENDALL WEAVER | |||
| 18218 POWDER MILL | SAN ANTONIO | TX | 78257 |
| SAMUEL AND LAURA DAWSON | |||
| 3 CEYLON | SAN ANTONIO | TX | 78230 |
| PAPE-DAWSON ENGINEERS HOLDINGS INC | |||
| 2000 NW LOOP 410 | SAN ANTONIO | TX | 78213 |
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