DAWSON O & ALLISON B GEORGE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DAWSON O & ALLISON B GEORGE FOUNDATION (EIN 76-0508308)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349105967
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T19:20:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760146530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADDOX THOMSON & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 AUGUSTA DRIVE SUITE 1400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760508308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWSON O AND ALLISON B GEORGE FNDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAWS | BusinessNameControlTxt |
| Phone | 7139659400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 BERING DR 550 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWSON O GEORGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7139659400 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAWSON | PersonFirstNm |
| Person Last | GEORGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA MCELROY | PreparerPersonNm |
| PTIN | P01062925 | PTIN |
| Phone | 7137834242 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,009,482 | 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 | $613,231 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,891 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $714,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,928 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $326 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,315 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $694,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,513 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,917 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $160,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $476,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $965,565 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,077 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $222,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $520,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,009,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $222,986 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $520,821 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $520,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $694,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $917,830 | SubtotalAmt |
| Other Decreases | $397,009 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $520,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 73.140 SHS SCHWAB S&P 500 INDEX FUND | 2021-04-12 | $4,634 | $2,553 | $2,081 | $2,081 | ||
| 183.824 SHS METROPOLITAN WEST TOT RETURN BOND CL M | 2021-04-12 | $1,997 | $2,050 | -$53 | -$53 | 2020-12-16 | |
| 81.103 SHS J HANCOCK DISCIPLINED VALUE | 2021-03-05 | $2,000 | $1,260 | $740 | $740 | 2013-08-27 | |
| 3,940 SHS JANUS SHORT-TERM BOND J | 2021-03-12 | $12,135 | $11,868 | $267 | $267 | ||
| 74.954 SHS LOOMIS SAYLES BOND RETAIL | 2021-03-12 | $990 | $987 | $3 | $3 | 2020-09-09 | |
| 800.046 SHS LOOMIS SAYLES BOND RETAIL | 2021-03-12 | $10,569 | $11,222 | -$653 | -$653 | ||
| 169.864 SHS METWEST TOTAL RETURN BOND CL M | 2021-03-12 | $1,841 | $1,976 | -$135 | -$135 | 2020-09-09 | |
| 1,700.136 SHS METWEST TOTAL RETURN BOND CL M | 2021-03-12 | $18,430 | $18,478 | -$48 | -$48 | ||
| 23.773 SHS SCHWAB S&P 500 INDEX FD | 2021-03-05 | $1,400 | $775 | $625 | $625 | 2015-04-07 | |
| 28.932 SHS SHS UNDISCOVERED MGRS BEHAVIORAL VAL CL A | 2021-03-05 | $2,200 | $1,562 | $638 | $638 | 2015-09-22 | |
| 5.749 SHS BARON GROWTH | 2021-04-28 | $651 | $381 | $270 | $270 | 2020-12-24 | |
| 12.814 SHS IVY MID CAP GROWTH CL Y | 2021-04-28 | $547 | $261 | $286 | $286 | 2020-12-24 | |
| 813.836 SHS JANUS HENDERSON SHORT-TERM BOND T | 2021-05-03 | $2,515 | $2,508 | $7 | $7 | ||
| 86.245 SHS JOHN HANCOCK DISCIPLINED VALUE MID CAP | 2021-04-28 | $2,299 | $1,565 | $734 | $734 | ||
| 75.215 SHS LOOMIS SAYLES BOND RETAIL | 2021-05-03 | $1,008 | $1,013 | -$5 | -$5 | ||
| 21.944 SHS SHS UNDISCOVERED MGRS BEHAVIORAL VAL CL A | 2021-04-28 | $1,751 | $1,179 | $572 | $572 | 2020-09-09 | |
| 88.707 SHS WELLS FARGO GRWTH ADM | 2021-04-28 | $4,926 | $3,456 | $1,470 | $1,470 | ||
| 101.164 SHS BARON GROWTH | 2021-04-28 | $11,460 | $6,706 | $4,754 | $4,754 | ||
| 119.915 SHS FIDELITY ADV INT'L CAPITAL APP-CL A | 2021-04-28 | $3,479 | $2,405 | $1,074 | $1,074 | 2019-05-10 | |
| 560.224 SHS FIDELITY ADV INT'L CAPITAL APP-CL I | 2021-04-28 | $17,389 | $12,015 | $5,374 | $5,374 | 2019-05-10 | |
| 369.992 SHS IVY MID CAP GROWTH CL Y | 2021-04-28 | $15,788 | $7,550 | $8,238 | $8,238 | ||
| 178.409 SHS JENSEN QUALITY GROWTH FD CL J | 2021-04-28 | $10,660 | $4,357 | $6,303 | $6,303 | 2006-03-30 | |
| 516.947 SHS JOHN HANCOCK DISCIPLINED VALUE MID CAP | 2021-04-28 | $13,782 | $9,379 | $4,403 | $4,403 | ||
| 702.928 SHS JPMORGAN VALUE ADV FD CLASS L | 2021-04-28 | $29,908 | $18,140 | $11,768 | $11,768 | ||
| 422.716 SHS MFS INTERNATIONAL INTRINSIC VALUE CL I | 2021-04-28 | $23,714 | $10,894 | $12,820 | $12,820 | ||
| 680.377 SHS SCHWAB S&P 500 INDEX FD | 2021-04-29 | $43,970 | $23,821 | $20,149 | $20,149 | ||
| 128.060 SHS SHS UNDISCOVERED MGRS BEHAVIORAL VAL CL A | 2021-04-28 | $10,217 | $6,880 | $3,337 | $3,337 | ||
| 259.802 SHS WELLS FARGO GRWTH ADM | 2021-04-28 | $14,427 | $10,122 | $4,305 | $4,305 | ||
| 266.711 SHS METROPOLITAN WEST TOT RETURN BOND CL M | 2021-05-03 | $2,910 | $2,974 | -$64 | -$64 | 2020-12-16 | |
| CAPITAL GAINS DIVIDENDS | $2,631 | $2,631 | $2,631 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $1,374 | 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 | DAWSON O GEORGE III | IndividualWithBooksNm |
| Phone | 7139659400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 BERING DR STE 550 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAWSON O GEORGE III | ||||||||
| 5933 SHADY RIVER | HOUSTON | TX | 77057 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALLISON B GEORGE | ||||||||
| 5933 SHADY RIVER | HOUSTON | TX | 77057 | SECRETARY | 0.00 | $0 | $0 | $0 |
| KATHRYN G MURRAY | ||||||||
| 5933 SHADY RIVER | HOUSTON | TX | 77057 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DOUGLAS BARRETT ORME GEORGE | ||||||||
| 5933 SHADY RIVER | HOUSTON | TX | 77057 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EMILY ALLISON GEORGE | ||||||||
| 5933 SHADY RIVER | HOUSTON | TX | 77057 | TRUSTEE | 0.00 | $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 | $425,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $438,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $438,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $431,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,369 | TotalTaxAmt |
| Distributable Before Adj | $20,219 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,219 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,219 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,219 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,397 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,135 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $7,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,104 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,319 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,319 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,986 | 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 | $5,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,135 | ExcessFromYear4Amt |
| Excess From Year2 | $7,669 | ExcessFromYear2Amt |
| Excess From Year1 | $1,104 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAWSON O GEORGE III | ContributingManagerNm |
| Contributing Manager | ALLISON B GEORGE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JDRF | |||||||
| 2425 FOUNTAIN VIEW DR 280 | HOUSTON | TX | 77057 | NONE | CHARITABLE | FOR CHARITABLE PURPOSES | $5,000 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | NONE | CHARITABLE | FOR CHARITABLE PURPOSES | $2,500 |
| AMAZING PLACE | |||||||
| 3735 DREXEL DR | HOUSTON | TX | 77027 | NONE | CHARITABLE | FOR CHARITABLE PURPOSES | $1,000 |
| BROOKWOOD COMMUNITY | |||||||
| 1752 FARM TO MARKET 1489 | BROOKSHIRE | TX | 77423 | NONE | CHARITABLE | FOR CHARITABLE PURPOSES | $1,000 |
| HOUSTON HOSPICE | |||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | CHARTIABLE | FOR CHARITABLE PURPOSES | $500 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | CHARITABLE | FOR CHARITABLE PURPOSES | $1,000 |
| SECOND BAPTIST CHURCH | |||||||
| 6400 WOODWAY DR | HOUSTON | TX | 77057 | NONE | CHARITABLE | FOR CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,033 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,928 | 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 | DAWSON O GEORGE III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 BERING DR STE 550 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $613,231 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 458 SHARES IVV, 600 SHARES LLY, 401 SHARES MPC, 710 SHARES SDY, & 2,400 SHARES XOM | NoncashPropertyDesc |
| Fair Market Value | $613,231 | FairMarketValueAmt |
| Received | 2021-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 189.980 SHS INVESCO DEVELOPING MARKETS FD CL A | $8,729 | $9,085 |
| 1,027.390 SHS SCHWAB S&P 500 INDEX FD | $35,866 | $74,938 |
| 2,000 SHS CULLEN FROST BANKERS INC. 4.45% | $49,942 | $52,200 |
| 773.620 SHS FIDELITY INTERNATL INDEX FUND | $38,041 | $38,132 |
| 1,550.730 SHS INVESCO SMALL CAP VALUE | $34,891 | $30,720 |
| 476.990 SHS ISHARES S&P 500 | $96,597 | $218,461 |
| 503 SHS ISHARES S&P 500 GROWTH FD | $35,197 | $42,086 |
| 273 SHS ISHARES S&P 500 VALUE FD | $39,863 | $42,760 |
| 710 SHS SPDR SER TR S&P | $85,108 | $91,675 |
| 107 SHS VANGUARD MID-CAP INDEX FD | $24,980 | $27,260 |
| 2,400 SHS EXXON MOBIL CORP | $10,200 | $146,856 |
| 600 SHS ELI LILY & CO | $11,490 | $165,732 |
| 401 SHS MARATHON PETROLEUM CORP | $6,000 | $25,660 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO DONOR'S STOCK BASIS | Desc |
| Amt | $397,009 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MGMT & TFR FEES | Desc |
| Revenue And Expenses Per Books | $1,189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,189 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWSON O ALLISON B GEORGE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5933 SHADY RIVER | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $99 | $99 | $0 |
| FEDERAL TAXES | $227 | $227 | $0 |
Comments