TRIPLE DAWSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRIPLE DAWSON FAMILY FOUNDATION (EIN 20-4599790)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349101497
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T11:44:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-09 | 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 | MELISSA KELLEY | PreparerPersonNm |
| PTIN | P00426421 | PTIN |
| Phone | 2107828618 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,686,930 | 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 | $53,527 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,067 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,067 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $266,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,222 | 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 | $2,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,260 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $93 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,062 | CashBOYAmt |
| Cash EOY | $65,567 | CashEOYAmt |
| Cash EOYFMV | $65,567 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $893 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $903,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,720,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,136,674 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $181,123 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $494,118 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $483,104 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $980,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $595 | OtherAssetsBOYAmt |
| Other Assets EOY | $692 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $692 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,206,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,281,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,686,930 | 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 | $2,206,688 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,281,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,206,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,281,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,206,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,281,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,206,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,282,502 | SubtotalAmt |
| Other Decreases | $848 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,281,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3,378.922 SH AMERICAN INTERMEDIATE BOND OF AMERICA CLASS A | 2023-12-15 | 2024-11-13 | $42,000 | $42,199 | -$199 | -$199 | |
| 1,040.703 SH AMERICAN AMCAP CLASS A | 2019-12-31 | 2024-07-10 | $45,000 | $31,183 | $13,817 | $13,817 | |
| CAPITAL GAINS DIVIDENDS | $119,484 | $119,484 | $119,484 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,102 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,891 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,891 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | 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 | $520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,371 | TaxDueAmt |
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 | $2,487,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,534,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,534,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,496,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,891 | TotalTaxAmt |
| Distributable Before Adj | $121,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $189,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $519,706 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $280,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $248,569 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $228,940 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $781,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,058,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $189,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,126,128 | 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 | $519,706 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,606,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $280,280 | ExcessFromYear4Amt |
| Excess From Year3 | $248,569 | ExcessFromYear3Amt |
| Excess From Year2 | $228,940 | ExcessFromYear2Amt |
| Excess From Year1 | $781,410 | ExcessFromYear1Amt |
| Excess From Current Year | $67,223 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA HOME INC | |||||||
| 419 EAST MAGNOLIA AVENUE | SAN ANTONIO | TX | 78212 | N/A | PC | SUPPORT PROGRAMS | $9,590 |
| BAPTIST UNIVERSITY OF THE AMERICAS | |||||||
| 2418 W ANSLEY BLVD | SAN ANTONIO | TX | 78224 | N/A | PC | SUPPORT PROGRAMS | $20,000 |
| MEALS ON WHEELS | |||||||
| 2718 DANBURY STREET | SAN ANTONIO | TX | 78217 | N/A | PC | SUPPORT PROGRAMS | $3,800 |
| ST LUKE'S EPISCOPAL SCHOOL | |||||||
| 15 ST LUKES LANE | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| TRINITY BAPTIST CHURCH | |||||||
| 319 E MULBERRY AVENUE | SAN ANTONIO | TX | 78212 | N/A | PC | SUPPORT PROGRAMS | $150,000 |
| THE UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||
| PO BOX 691148 | SAN ANTONIO | TX | 78249 | N/A | PC | SUPPORT PROGRAMS | $500 |
| SALVATION ARMY | |||||||
| 512 W ELMIRA STREET | SAN ANTONIO | TX | 78217 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| UT HEALTH SCIENCE CENTER | |||||||
| 8300 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2226 NW MILITARY HWY | SAN ANTONIO | TX | 78213 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,890 | 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 | $41,067 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $213,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,200 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EUGENE AND MARY DUANE DAWSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 TILBURY LANE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,527 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,155 SH AMERICAN AMCAP CLASS A | NoncashPropertyDesc |
| Fair Market Value | $53,527 | FairMarketValueAmt |
| Received | 2024-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,520 | Amt |
| Net Investment Income | $1,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,260 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,939.245 SH AMERICAN INTERMEDIATE BOND OF AMERICA CLASS A | $61,689 | $61,296 |
| 6,659.931 SH AMERICAN BOND FUND OF AMERICA CLASS A | $84,301 | $74,192 |
| 28,056.211 SH AMERICAN TAX EXEMPT BND FND OF AMERICA A | $348,128 | $347,616 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,206.090 SH AMERICAN MUTUAL FUND CLASS A | $287,248 | $342,452 |
| 22,352.958 SH AMERICAN AMCAP CLASS A | $707,208 | $954,918 |
| 3,547.635 SH AMERICAN INVESTMENT CO OF AMERICA CL A | $178,036 | $204,628 |
| 495 SH BANK OF AMERICA CORP | $2,767 | $21,755 |
| 478 SH CULLEN/FROST BANKERS INC | $12,403 | $64,172 |
| 8,085.655 SH AMERICAN BALANCED CLASS A | $267,972 | $277,661 |
| 11,101.055 AMERICAN INCOME FUND OF AMERICA CLASS A | $264,750 | $271,088 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM FROST BROKERAGE SERVICES | Desc |
| BOY Book Value | $595 | BOYBookValueAmt |
| EOY Book Value | $692 | EOYBookValueAmt |
| EOYFMV | $692 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERAGE ACCOUNT ADJUSTMENT | Desc |
| Amt | $848 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $410 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $93 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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