DICKSON-ALLEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DICKSON-ALLEN FOUNDATION (EIN 74-6052983)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202443119349101814
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T12:39:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741550819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELTON & MELTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 ROGERDALE RD SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77072 | 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 | 746052983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICKSON-ALLEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 3617982531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 406 | AddressLine1Txt |
| City | HALLETTSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 779640406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSIE ALLEN | PersonNm |
| Person Title | AUTHORIZED TRUSTEE | PersonTitleTxt |
| Phone | 3617982531 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BJORNGJELD CPA | PreparerPersonNm |
| PTIN | P01080718 | PTIN |
| Phone | 2817591120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,755,277 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $723,923 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $723,923 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,404,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,404,363 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $10,386 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10,386 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,386 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $899,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,400,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $899,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,976,876 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,976,876 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,014,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,014,998 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,987 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,988 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,610 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $420,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210,064 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $210,064 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $91,169 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $91,169 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $288,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $161,288 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,484 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,487 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $950,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $537,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $285,149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,159,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,159,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,109,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $537,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,444,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,905,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,477,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,646,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,776,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,776,563 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $444,806 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $459,789 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $444,806 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $444,806 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $34,707,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,388,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,796,655 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,890,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,000,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,438,293 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,902,082 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,902,082 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,298,960 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,607,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,512,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,755,277 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,944,866 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,944,866 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $66,662,144 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,567,210 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,607,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,512,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,607,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,512,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,607,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,905,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $77,512,076 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,512,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| GAIN/LOSS FROM PASSTHROUGHS | P | $41,792 | $41,792 | $41,792 | |
| CAPITAL GAINS DISTRIBUTIONS | P | $8,302 | $8,302 | $8,302 | |
| PUBLICLY TRADED SECURITIES | P | $16,285,424 | $784,360 | $784,360 | $15,501,064 |
| LAND | D | $64,996 | $64,996 | $64,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $899,450 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $187,336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $187,336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $187,336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $236,554 | 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 | $236,554 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $49,218 | OverpaymentAmt |
| Applied To ES Tax | $49,218 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | JAMES R KOLOS CPA | IndividualWithBooksNm |
| Phone | 3617985264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 E SECOND | AddressLine1Txt |
| City | HALLETTSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77964 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DUNHAM F JEWETT | ||||||||
| 2727 ALLEN PARKWAY SUITE 1700 | HOUSTON | TX | 77019 | TRUSTEE | 6.00 | $0 | $0 | $0 |
| JESSIE L ALLEN | ||||||||
| PO BOX 106 | HALLETTSVILLE | TX | 77964 | TRUSTEE | 16.00 | $61,975 | $0 | $0 |
| CURTIS T VAUGHAN III | ||||||||
| PO BOX 17258 | SAN ANTONIO | TX | 78217 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANNA ALLEN JOHNSON | ||||||||
| PO BOX 107 | HALLETTSVILLE | TX | 77964 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| LUCAS W ALLEN | ||||||||
| PO BOX 102 | HALLETTSVILLE | TX | 77964 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDELITY | |||||
| 500 SALEM STREET | SMITHFIELD | RI | 02917 | INVESTMENT MANAGEMENT | $185,693 |
| ALEX BROWN | |||||
| 5847 SAN FELIPE ST STE 3825 | HOUSTON | TX | 77057 | INVESTMENT MANAGEMENT | $107,563 |
| US CAPITAL ADVISORS | |||||
| 4444 WESTHEIMER ROAD SUITE G500 | HOUSTON | TX | 77027 | INVESTMENT MANAGEMENT | $71,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $79,684,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,097,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,100,302 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,882,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,882,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,798,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,084,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,904,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,904,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $187,336 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $364 | IncomeTaxAmt |
| Total Tax | $187,700 | TotalTaxAmt |
| Distributable Before Adj | $5,716,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,716,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,716,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,444,749 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,444,749 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,716,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,688,837 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,444,749 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,688,837 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,755,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,960,615 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DICKSON-ALLEN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 406 | AddressLine1Txt |
| City | HALLETTSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3617982531 | RecipientPhoneNum |
| Form And Info And Materials | 1. NAME, MAILING ADDRESS, AND TELEPHONE NUMBER OF THE ORGANIZATION. 2. DESCRIPTION OF THE ORGANIZATION'S PURPOSE AND ACTIVITIES IN GENERAL. 3. AMOUNT REQUESTED AND EXPLANATION, IN DETAIL, HOW IT WILL BE USED. 4. STATEMENT AS TO WHETHER THE APPLICANT IS ORGANIZED AS A NONPROFIT ORGANIZATION UNDER STATE LAW. 5. PHOTOCOPY OF A RULING OR DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE. 6. IF AVAILABLE, ATTACH A COPY OF THE ORGANIZATION'S PROPOSED BUDGET FOR THE YEAR IN WHICH THE FUNDS ARE TO BE USED. 7. IF THIS GRANT WILL BE A SUBSTANTIAL AND MATERIAL PART OF THE TOTAL BUDGET, ATTACH A COPY OF THE LATEST INFORMATION RETURN FILED WITH THE INTERNAL REVENUE SERVICE. 8. STATEMENT AS TO WHETHER THE APPLICANT IS CONTROLLED BY, RELATED TO, CONNECTED WITH, OR SPONSORED BY ANOTHER ORGANIZATION, AND IF SO, IDENTIFY THE ORGANIZATION AND EXPLAIN THE RELATIONSHIP. 9. LIST THE NAME, ADDRESS, AND TITLE OF MEMBERS OF THE APPLICANT'S GOVERNING BOARD, AND NAME OF EACH PERSON TO CONTACT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DICKSON-ALLEN FOUNDATION'S ANNUAL MEETING IS HELD IN OCTOBER OR NOVEMBER OF EACH CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MOST GRANTS APPROVED ARE FOR EDUCATIONAL, MEDICAL RESEARCH, AND MEDICAL FACILITY PURPOSES. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARTS FOR RURAL TEXAS | |||||
| PO BOX 33 | FAYETTEVILLE | TX | 78940 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| BLINN COLLEGE FOUNDATION | |||||
| 902 COLLEGE AVE | BRENHAM | TX | 77833 | STUDENT SCHOLARSHIPS | $20,000 |
| THE CENTER FOR PURSUIT | |||||
| 4400 HARRISBURG BLVD | HOUSTON | TX | 77011 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| CHEETHAM CEMETERY ASSOCIATION | |||||
| PO BOX 54 | SHERIDAN | TX | 77475 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| CITY CEMETERY ASSOCIATION | |||||
| PO BOX 62 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| DEWITT-LAVACA SPECIAL EDUCATION COOPERATIVE | |||||
| PO BOX 737 | YOAKUM | TX | 77995 | EQUIPMENT PURCHASE | $46,400 |
| DEWITT-LAVACA SPECIAL OLYMPICS | |||||
| 2526 CR 436 | YOAKUM | TX | 77995 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| EZZELL ISD | |||||
| 20500 FM 531 | HALLETSVILLE | TX | 77964 | TECHNOLOGY UPDATE | $16,700 |
| FOSTER PARENTS OF VICTORIA | |||||
| PO BOX 1593 | VICTORIA | TX | 77902 | UNRESTRICTED OPERATING FUNDS | $30,000 |
| FRIENCH SIMPSON MEMORIAL LIBRARY | |||||
| 705 E FOURTH ST | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $17,000 |
| GARDENIA E JANSSEN ANIMAL SHELTER | |||||
| 240 SVOBODA LN | LAGRANGE | TX | 78945 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| GARWOOD VOLUNTEER FIRE DEPARTMENT | |||||
| PO BOX 131 | GARWOOD | TX | 77442 | EQUIPMENT PURCHASE | $156,600 |
| GASLIGHT THEATRE INC | |||||
| PO BOX 223 | SHINER | TX | 77984 | UNRESTRICTED OPERATING FUNDS | $35,000 |
| GEIER-MERREM AMERICAN LEGION | |||||
| PO BOX 588 | MOULTON | TX | 77975 | FACILITY IMPROVEMENTS | $45,000 |
| GOLDEN CRESCENT COURT APPOINTED SPECIAL ADVOCATES | |||||
| PO BOX 1627 | VICTORIA | TX | 77902 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| GONZALES REGIONAL CHILDREN'S ADVOCACY CENTER INC | |||||
| PO BOX 1925 | GONZALES | TX | 78629 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| HALLETT OAK FOUNDATION INC | |||||
| PO BOX 662 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| HALLETTSVILLE ISD | |||||
| PO BOX 368 | HALLETSVILLE | TX | 77964 | AVID PROGRAM | $100,000 |
| HALLETTSVILLE ISD | |||||
| PO BOX 368 | HALLETSVILLE | TX | 77964 | FACILITY IMPROVEMENTS | $62,500 |
| HALLETTSVILLE ISD | |||||
| PO BOX 368 | HALLETSVILLE | TX | 77964 | FUTURE FARMERS OF AMERICA | $3,000 |
| HALLETTSVILLE ISD | |||||
| PO BOX 368 | HALLETSVILLE | TX | 77964 | JOURNALISM CLASS | $7,000 |
| HALLETTSVILLE ISD | |||||
| PO BOX 368 | HALLETSVILLE | TX | 77964 | VOCATIONAL AWARDS PROGRAM | $3,000 |
| HALLETTSVILLE POLICE DEPARTMENT | |||||
| 104 E FOURTH ST | HALLETSVILLE | TX | 77694 | FACILITY IMPROVEMENTS | $20,000 |
| HALLETTSVILLE VOLUNTEER FIRE DEPARTMENT | |||||
| PO BOX 84 | HALLETSVILLE | TX | 77964 | EQUIPMENT PURCHASE | $136,000 |
| HOSPICE OF SOUTH TEXAS | |||||
| 605 E LOCUST AVE | VICTORIA | TX | 77901 | UNRESTRICTED OPERATING FUNDS | $40,000 |
| HOUSTON BOTANIC GARDEN | |||||
| 8205 N BAYOU DR | HOUSTON | TX | 77017 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| HOUSTON FOOD BANK | |||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| HOUSTON PARKS BOARD | |||||
| 300 N POST OAK LN | HOUSTON | TX | 77024 | BAYOU GREENWAYS PROJECT | $2,500 |
| HOUSTON YOUTH SYMPHONY | |||||
| 4550 POST OAK PLACE DR STE 245 | HOUSTON | TX | 77027 | UNRESTRICTED OPERATING FUNDS | $20,000 |
| HOUSTON ZOO | |||||
| 1513 CAMBRIDGE ST | HOUSTON | TX | 77030 | UNRESTRICTED OPERATING FUNDS | $2,500 |
| KNIGHTS OF COLUMBUS COUNCIL #2433 | |||||
| PO BOX 46 | HALLETSVILLE | TX | 77964 | FACILITY IMPROVEMENTS | $50,000 |
| LAVACA ASSISTANCE MINISTRY BODY | |||||
| PO BOX 232 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $35,000 |
| LAVACA COUNTY 4-H PROGRAM | |||||
| 300 S LAGRANGE ST | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $3,000 |
| LAVACA COUNTY EMS | |||||
| 906 N TEXANA ST | HALLETSVILLE | TX | 77964 | EQUIPMENT PURCHASE | $200,000 |
| LAVACA COUNTY HISTORICAL COMMISSION | |||||
| PO BOX 811 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $12,000 |
| LAVACA COUNTY JUVENILE PROBATION DEPARTMENT | |||||
| PO BOX 330 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| LAVACA COUNTY PRESS GANG | |||||
| PO BOX 1892 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| LAVACA COUNTY SENIOR CITIZENS | |||||
| PO BOX 531 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $100,000 |
| LAVACA EXPOSITION ASSOCIATION | |||||
| PO BOX 743 | HALLETSVILLE | TX | 77964 | FACILITY IMPROVEMENTS | $98,250 |
| LAVACA EXPOSITION ASSOCIATION | |||||
| PO BOX 743 | HALLETSVILLE | TX | 77964 | STUDENT SCHOLARSHIPS | $20,000 |
| LAVACA HISTORICAL MUSEUM | |||||
| PO BOX 296 | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $65,000 |
| LAVACA HOME ECONOMICS COMMITTEE TEXAS AGRILIFE EXTENSION SERVICE | |||||
| 300 S LAGRANGE ST | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| LAVACA MEDICAL CENTER | |||||
| 1400 N TEXANA ST | HALLETSVILLE | TX | 77964 | EQUIPMENT PURCHASE | $344,300 |
| LUCIE'S PROJECT | |||||
| PO BOX 325 | SHERIDAN | TX | 77475 | UNRESTRICTED OPERATING FUNDS | $51,000 |
| MCNAY ART MUSEUM | |||||
| PO BOX 6069 | SAN ANTONIO | TX | 78209 | UNRESTRICTED OPERATING FUNDS | $25,000 |
| MEMORIAL PARK CONSERVANCY | |||||
| 7575 N PICNIC LN | HOUSTON | TX | 77007 | UNRESTRICTED OPERATING FUNDS | $2,500 |
| MORGAN'S WONDERLAND | |||||
| 5210 THOUSAND OAKS DR STE 1318 | SAN ANTONIO | TX | 78233 | UNRESTRICTED OPERATING FUNDS | $50,000 |
| MOULTON CITY PARK | |||||
| PO BOX 369 | MOULTON | TX | 77975 | UNRESTRICTED OPERATING FUNDS | $1,500 |
| MOULTON VOLUNTEER FIRE DEPARTMENT | |||||
| PO BOX 31 | MOULTON | TX | 77975 | EQUIPMENT PURCHASES | $85,800 |
| MYRTLE CEMETERY ASSOCIATION | |||||
| PO BOX 143 | ROCK ISLAND | TX | 77470 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| NAVY SEAL DANNY DIETZ FOUNDATION | |||||
| PO BOX 491 | SIMONTON | TX | 77476 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| NAVY SEAL FOUNDATION | |||||
| 1619 D ST | VIRGINIA BEACH | VA | 23459 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| NATIVE PRAIRIES ASSOCIATION OF TEXAS | |||||
| PO BOX 1101 | MANCHACA | TX | 78652 | UNRESTRICTED OPERATING FUNDS | $40,000 |
| PINE COVE INC | |||||
| PO BOX 9000 | TYLER | TX | 75711 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| PLEASANT HILL MISSIONARY BAPTIST CHURCH | |||||
| 505 N MAIN ST | HALLETTSVILLE | TX | 77964 | FACILITY IMPROVEMENTS | $30,000 |
| PROVIDECE CHRISTIAN ACADEMY | |||||
| 2454 CR 319 | YOAKUM | TX | 77995 | FACILITY IMPROVEMENTS | $12,000 |
| REMEMBER THE ALAMO FOUNDATION | |||||
| 321 ALAMO PLAZA STE 300 | SAN ANTONIO | TX | 78205 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| THE RIDING THERAPY CENTER | |||||
| PO BOX 462 | NURSERY | TX | 77976 | UNRESTRICTED OPERATING FUNDS | $12,000 |
| ROUND TOP FESTIVAL INSTITUTE | |||||
| PO BOX 89 | ROUND TOP | TX | 78954 | UNRESTRICTED OPERATING FUNDS | $15,000 |
| SACRED HEART CATHOLIC SCHOOL | |||||
| 313 S TEXANA ST | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $320,000 |
| SAN ANTONIO ACADEMY | |||||
| 117 E FRENCH PLACE | SAN ANTONIO | TX | 78212 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| SAN ANTONIO BOTANICAL SOCIETY | |||||
| PO BOX 6569 | SAN ANTONIO | TX | 78209 | UNRESTRICTED OPERATING FUNDS | $35,000 |
| SAN ANTONIO CHILDREN'S MUSEUM | |||||
| 2800 BROADWAY | SAN ANTONIO | TX | 78209 | UNRESTRICTED OPERATING FUNDS | $20,000 |
| SAY SI | |||||
| 1310 S BRAZOS ST | SAN ANTONIO | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $20,000 |
| SHERIDAN COMMUNITY CENTER | |||||
| PO BOX 262 | SHERIDAN | TX | 77475 | FACILITY IMPROVEMENTS | $115,000 |
| SHERIDAN MEMORIAL LIBRARY | |||||
| PO BOX 274 | SHERIDAN | TX | 77475 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| SHINER CITY CEMENTERY ASSOCIATION | |||||
| PO BOX 1535 | SHINER | TX | 77984 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| SHINER EDWIN WOLTERS MEMORIAL MUSEUM | |||||
| PO BOX 308 | SHINER | TX | 77984 | UNRESTRICTED OPERATING FUNDS | $6,700 |
| SHINER PUBLIC LIBRARY | |||||
| 115 E WOLTERS/SECOND STREET | SHINER | TX | 77984 | UNRESTRICTED OPERATING FUNDS | $1,000 |
| SOUTH TEXAS CHILDREN'S HOME | |||||
| PO BOX 1210 | BEEVILLE | TX | 78104 | UNRESTRICTED OPERATING FUNDS | $35,000 |
| SOUTH TEXAS SPARKLES | |||||
| 3277 US HWY 90A-W | SHINER | TX | 77984 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| SUNFLOWER WELLNESS | |||||
| 304 N TEXANA STE A | HALLETSVILLE | TX | 77964 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| SWEET HOME VOLUNTEER FIRE DEPARTMENT | |||||
| PO BOX 321 | SWEET HOME | TX | 77987 | EQUIPMENT PURCHASE | $58,650 |
| ST JOHNS SCHOOL | |||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | UNRESTRICTED OPERATING FUNDS | $20,000 |
| ST MARY'S HALL | |||||
| 9401 STARCREST DR | SAN ANTONIO | TX | 78217 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| ST PHILIP CATHOLIC SCHOOL | |||||
| 302 W CHURCH ST | EL CAMPO | TX | 77437 | UNRESTRICTED OPERATING FUNDS | $15,000 |
| TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION | |||||
| PO BOX 11020 | COLLEGE STATION | TX | 77842 | STUDENT SCHOLARSHIPS | $15,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | OLIVE RESEARCH | $140,000 |
| TEXAS A&M UNIVERSITY COLLEGE OF VETERINARY MEDICINE & BIOMEDICAL SCIENCES | |||||
| 4461 TAMU | COLLEGE STATION | TX | 77843 | STUDENT SCHOLARSHIPS | $50,000 |
| TEXAS HIGH SCHOOL RODEO ASSOCIATION | |||||
| PO BOX 409 | TENAHA | TX | 75974 | STUDENT SCHOLARSHIPS | $16,000 |
| TEXAS TECH FOUNDATION TEXAS TECH SCHOOL OF VETERINARY MEDICINE | |||||
| 7671 EVANS DR | AMARILLO | TX | 79106 | STUDENT SCHOLARSHIPS | $50,000 |
| THE TOBIN CENTER FOR THE PERFORMING ARTS | |||||
| 115 AUDITORIUM CIRCLE | SAN ANTONIO | TX | 78205 | UNRESTRICTED OPERATING FUNDS | $125,000 |
| THE TRUST FOR PUBLIC LAND | |||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 94104 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| THE VICTORIA COLLEGE FOUNDATION | |||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | STUDENT SCHOLARSHIPS | $142,000 |
| THE WITTE MUSEUM | |||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | UNRESTRICTED OPERATING FUNDS | $250,000 |
| TMI THE EPISCOPAL SCHOOL OF TEXAS | |||||
| 20955 W TEJAS TRAIL | SAN ANTONIO | TX | 78257 | UNRESTRICTED OPERATING FUNDS | $10,000 |
| TEXAS TEAMS FOUNDATION | |||||
| 5826 NEW TERRITORY BLVD 825 | SUGAR LAND | TX | 77479 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| TRINITY UNIVERSITY | |||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | UNRESTRICTED OPERATING FUNDS | $227,900 |
| TURTLE WING FOUNDATION | |||||
| PO BOX 631 | SCHULENBURG | TX | 78956 | UNRESTRICTED OPERATING FUNDS | $35,000 |
| UNIVERSITY OF HOUSTON-VICTORIA | |||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | STUDENT SCHOLARSHIPS | $25,000 |
| UNIVERSITY OF TEXAS-SAN ANTONIO | |||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | YOUNG ARTIST PROGRAM | $10,000 |
| UNIVERSITY OF TEXAS-SAN ANTONIO COLLEGE OF SCIENCES | |||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | UNRESTRICTED OPERATING FUNDS | $25,000 |
| WHARTON CEMENTERY ASSOCIATION INC | |||||
| PO BOX 681 | WHARTON | TX | 77488 | CEMENTERY PRESERVATION | $20,000 |
| WHARTON COUNTY JR COLLEGE FOUNDATION | |||||
| PO BOX 28 | WHARTON | TX | 77488 | STUDENT SCHOLARSHIPS | $30,000 |
| WILDLIFE IN FOCUS | |||||
| 711 N CARANCHAHUA STE 120 | CORPUS CHRISTI | TX | 78401 | UNRESTRICTED OPERATING FUNDS | $18,000 |
| WILLIAM MARSH RICE UNIVERSITY | |||||
| PO BOX 1892 | HOUSTON | TX | 77251 | UNRESTRICTED OPERATING FUNDS | $5,000 |
| YOAKUM COMMUNITY HOSPITAL NEW HORIZONS COUNSELING PROGRAM | |||||
| 1200 CARL RAMERT DR STE B | YOAKUM | TX | 77995 | UNRESTRICTED OPERATING FUNDS | $20,000 |
| YOAKUM EMS | |||||
| PO BOX 738 | YOAKUM | TX | 77995 | EQUIPMENT PURCHASE | $22,200 |
| YOAKUM MEMORIAL ASSOCIATION | |||||
| PO BOX 927 | YOAKUM | TX | 77995 | UNRESTRICTED OPERATING FUNDS | $25,000 |
| YOAKUM VOLUNTEER FIRE DEPARTMENT | |||||
| PO BOX 101 | YOAKUM | TX | 77995 | EQUIPMENT PURCHASE | $31,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,159,600 | 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 | $723,923 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,404,363 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $899,450 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| OIL & GAS ROYALTIES | 15 | $11,070,323 | |
| PASSTHROUGH INCOME | 14 | -$93,447 | 525990 |
| LEASE BONUS | 16 | $0 | |
| GRANTS RETURNED | 16 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,014,998 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,014,998 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,220 | Amt |
| Net Investment Income | $17,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,610 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| REQUESTS FOR GRANTS | FORM 990-PF, PAGE 10, PART XIV, LINE 2 | REQUESTS FOR GRANTS |
| GRANTS/CONTRIBUTIONS PAID IN 2023 | FORM 990-PF, PAGE 10, PART XIV, LN 2A | SCHEDULE ATTACHED |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KARNES COUNTY NATIONAL BANK | $2,000 | $150,000 |
| INDUSTRY BANCSHARES INC. | $5,849 | $977,664 |
| FARMER'S CO-OP ASSOCIATION - SHINER, TX | $25 | $25 |
| STUDEMAN ROYALTY OIL CO. | $100 | $100 |
| CAPITAL ADVISORS PORTFOLIO | $7,404,224 | $12,225,751 |
| BERNSTEIN PORTFOLIO | $1,418,360 | $1,632,032 |
| ALEX BROWN 7675U384 | $9,653,893 | $16,541,776 |
| FIDELITY PORTFOLIO | $16,813,686 | $27,002,856 |
| ABFS OPP CAYMAN FUND LP | $1,090,219 | $1,266,451 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANCEBERNSTEIN EUROPEAN OPP SER | AT COST | $2,929,693 | $3,512,934 |
| STANLEY PARTNERS FUND, LP | AT COST | $4,972,802 | $10,669,491 |
| JP MORGAN | AT COST | $7,811,979 | $8,742,312 |
| ALKEON | AT COST | $1,980,898 | $2,005,000 |
| SCHWAB | AT COST | $1,304,757 | $1,503,243 |
| CAMBRIAN GLOBAL FUND | AT COST | $1,000,000 | $1,000,000 |
| RBC 326-82570 | AT COST | $1,000,140 | $1,005,313 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE AND MINERAL INTERESTS | Desc |
| BOY Book Value | $2,902,082 | BOYBookValueAmt |
| EOY Book Value | $2,902,082 | EOYBookValueAmt |
| EOYFMV | $25,298,960 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $55 | $27 | $28 |
| DUES & SUBSCRIPTIONS | $1,630 | $815 | $815 |
| INSURANCE | $4,045 | $2,022 | $2,023 |
| OFFICE EXPENSES | $87 | $43 | $44 |
| OTHER PASSTHROUGH EXPENSES | $47,154 | $23,577 | $23,577 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $11,070,323 | $11,070,323 | $11,070,323 |
| PASSTHROUGH INCOME | -$93,447 | -$93,447 | -$93,447 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $420,128 | Amt |
| Net Investment Income | $210,064 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $210,064 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAXES | $161,288 | $161,288 | $0 |
| EXCISE TAX | $127,581 | $0 | $0 |
Comments