SAM AND LAURA DAWSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAM AND LAURA DAWSON FAMILY FOUNDATION (EIN 83-1264255)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202521339349103037
- 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
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T15:09:54-05:00 | 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 | 831264255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM AND LAURA DAWSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMA | BusinessNameControlTxt |
| Phone | 2103759000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CEYLON | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL DAWSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2103759000 | PhoneNum |
| Signature | 2025-05-12 | 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 | 2025-05-12 | 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 | $3,499,223 | 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 | $208,239 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,344 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $269,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,108 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,265 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $307,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,468 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,568 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,568 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $2 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $484 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,059 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,059 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $428,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,547 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,817,809 | CashBOYAmt |
| Cash EOY | $275,131 | CashEOYAmt |
| Cash EOYFMV | $275,131 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $82,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,427,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,427,435 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,033,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,002,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,194,298 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $505,164 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $610,568 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $597,900 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,459 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,459 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,442,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,320,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,499,223 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,191 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,042 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,042 | 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 | $3,440,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,319,083 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,440,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,319,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,442,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,320,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,440,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,319,541 | SubtotalAmt |
| Other Decreases | $458 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,319,083 | 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 |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC #1653 | 2024-01-01 | 2024-12-31 | $8,555 | $9,398 | -$843 | -$843 | |
| NATIONAL FINANCIAL SERVICES LLC #1653 | 2022-04-07 | 2024-12-31 | $238,730 | $235,257 | $3,473 | $3,473 | |
| CAPITAL GAINS DIVIDENDS | $22,478 | $22,478 | $22,478 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,108 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $869 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $869 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | 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 | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $131 | OverpaymentAmt |
| Applied To ES Tax | $131 | 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 | TAYLOR G DAWSON | IndividualWithBooksNm |
| Phone | 2103759000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 259 GENESEO | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL G DAWSON | ||||||||
| 3 CEYLON | SAN ANTONIO | TX | 78230 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAURA F DAWSON | ||||||||
| 3 CEYLON | SAN ANTONIO | TX | 78230 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TAYLOR G DAWSON | ||||||||
| 259 GENESEO | SAN ANTONIO | TX | 78209 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENDALL DAWSON WEAVER | ||||||||
| 18218 POWDER MILL | SAN ANTONIO | TX | 78257 | TREASURER | 8.00 | $12,000 | $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 | $1,714,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,787,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,502,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,502,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,450,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $869 | TotalTaxAmt |
| Distributable Before Adj | $171,644 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,644 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $402,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $244,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $321,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $239,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $283,426 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,386,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,475,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $402,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,901 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,706,574 | 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 | $244,557 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,462,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $321,675 | ExcessFromYear4Amt |
| Excess From Year3 | $239,931 | ExcessFromYear3Amt |
| Excess From Year2 | $283,426 | ExcessFromYear2Amt |
| Excess From Year1 | $1,386,084 | ExcessFromYear1Amt |
| Excess From Current Year | $230,901 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMUEL G DAWSON | ContributingManagerNm |
| Contributing Manager | LAURA F DAWSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAM AND LAURA DAWSON FAMILY FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CEYLON | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRU | |||||||
| 100 LAKE HART DRIVE 2500 | ORLANDO | FL | 32862 | N/A | PC | SUPPORT PROGRAMS | $25,059 |
| HAVEN FOR HOPE | |||||||
| 1 HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | N/A | PC | SUPPORT PROGRAMS | $20,000 |
| OPERA SAN ANTONIO | |||||||
| PO BOX 2641 | SAN ANTONIO | TX | 78299 | N/A | PC | SUPPORT PROGRAMS | $5,000 |
| PAPE-DAWSON CHARITABLE FOUNDATION | |||||||
| 2000 NW LOOP 410 | SAN ANTONIO | TX | 78213 | N/A | PC | SUPPORT PROGRAMS | $7,500 |
| SAN ANTONIO YOUTH FOR CHRIST | |||||||
| 10401 IH-10 W STE 203 | SAN ANTONIO | TX | 78230 | N/A | PC | SUPPORT PROGRAMS | $15,000 |
| THE CHARITY BALL ASSOCIATION OF SAN ANTONIO INC | |||||||
| PO BOX 6708 | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT PROGRAMS | $26,500 |
| TOBIN CENTER FOR THE PERFORMING ARTS | |||||||
| 115 AUDITORIUM CIRCLE | SAN ANTONIO | TX | 78205 | N/A | PC | SUPPORT PROGRAMS | $20,000 |
| TRINITY BAPTIST CHURCH | |||||||
| 319 E MULBERRY AVE | SAN ANTONIO | TX | 78212 | N/A | PC | SUPPORT PROGRAMS | $151,500 |
| CLASSICAL MUSIC INSTITUTE | |||||||
| PO BOX 6846 | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT PROGRAMS | $5,000 |
| WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT PROGRAMS | $5,000 |
| SAN PEDRO PLAYHOUSE | |||||||
| 800 WEST ASHBY PLACE | SAN ANTONIO | TX | 78212 | N/A | PC | SUPPORT PROGRAMS | $7,500 |
| UNITED WAY OF SAN ANTONIO | |||||||
| 700 S ALAMO ST | SAN ANTONIO | TX | 78205 | N/A | PC | SUPPORT PROGRAMS | $25,000 |
| SCOUTING AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 75015 | N/A | PC | SUPPORT PROGRAMS | $25,000 |
| LEIJA FAMILY FOUNDATION | |||||||
| 8418 BROADWAY ST STE 131 | SAN ANTONIO | TX | 78209 | N/A | PC | SUPPORT PROGRAMS | $2,000 |
| YOUTH CENTER OF TEXAS | |||||||
| 3730 IH-10 EAST | SAN ANTONIO | TX | 78220 | N/A | PC | SUPPORT PROGRAMS | $1,000 |
| SAN ANTONIO LIVESTOCK EXPOSITION INC | |||||||
| 723 FROST BANK CENTER DRIVE | SAN ANTONIO | TX | 78219 | N/A | PC | SUPPORT PROGRAMS | $500 |
| REMEMBER THE ALAMO FOUNDATION | |||||||
| 300 ALAMO PLAZA | SAN ANTONIO | TX | 78205 | N/A | PC | SUPPORT PROGRAMS | $12,500 |
| ARBORETUM SAN ANTONIO | |||||||
| 2201 BUENA VISTA ST | SAN ANTONIO | TX | 78207 | N/A | PC | SUPPORT PROGRAMS | $25,000 |
| KLRN | |||||||
| 501 BROADWAY | SAN ANTONIO | TX | 78215 | N/A | PC | SUPPORT PROGRAMS | $2,500 |
| CLEFT OF THE ROCK CHURCH | |||||||
| PO BOX 760566 | SAN ANTONIO | TX | 78245 | N/A | PC | SUPPORT PROGRAMS | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,059 | 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 | $16,344 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,108 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Unrelated Business Taxbl Incm | $10,265 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,265 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,919 | 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 | SAMUEL AND LAURA DAWSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CEYLON | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $208,239 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $3,680 | Amt |
| Net Investment Income | $1,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,840 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NATIONAL FINANCIAL SERVICES - BONDS | BondNm |
| EOY Book Value | $610,568 | EOYBookValueAmt |
| EOYFMV | $597,900 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NATIONAL FINANCIAL SERVICES - STOCKS | StockNm |
| EOY Book Value | $1,002,532 | EOYBookValueAmt |
| EOYFMV | $1,194,298 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM FROST BROKERAGE SERVICES | $2,153 | $3,132 | $3,132 |
| DUE FROM THE UNITED STATES TREASURY | $1,327 | $1,327 | $1,327 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES FAIR MARKET VALUE ADJUSTMENT | Desc |
| Amt | $458 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $274 | $137 | $137 |
| PENALTIES | $46 | $23 | $23 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $10,265 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,265 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING PAYROLL CHECKS | Desc |
| BOY Book Value | $1,191 | BOYBookValueAmt |
| EOY Book Value | $1,042 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $16,568 | Amt |
| Net Investment Income | $16,568 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL AND LAURA DAWSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CEYLON | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $969 | $485 | $484 |
| FOREIGN TAX | $865 | $865 | $0 |
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