SAM AND LAURA DAWSON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SAM AND LAURA DAWSON FAMILY FOUNDATION (EIN 83-1264255)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-04
IRS object ID
202243089349100704
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-04T08:03:31-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742392222PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOL SCHWARTZ & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18000 IH 10 WEST SUITE 1100AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831264255EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM AND LAURA DAWSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMABusinessNameControlTxt
Phone2103759000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1129 TURNBERRY WAYAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782305651ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL DAWSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2103759000PhoneNum
Signature2022-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAMUELPersonFirstNm
Person LastDAWSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA J KELLEYPreparerPersonNm
PTINP00426421PTIN
Phone2103848000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,043,079FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$905,368ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,087DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,686DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,274NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,274GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,274CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$940,729TotalRevAndExpnssAmt
Total Net Invst Incm$32,960TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,000CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,571TaxesRevAndExpnssAmt
Taxes Net Invst Incm$536TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$535TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$197OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$98OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$99OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,634TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,634TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$294,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$294,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$308,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,634TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,884TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$632,711ExcessRevenueOverExpensesAmt
Net Investment Income$26,326NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$426,740CashBOYAmt
Cash EOY$263,610CashEOYAmt
Cash EOYFMV$263,610CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$333,453CorporateStockBOYAmt
Corporate Stock EOY$854,104CorporateStockEOYAmt
Corporate Stock EOYFMV$1,777,317CorporateStockEOYFMVAmt
Other Assets BOY$412OtherAssetsBOYAmt
Other Assets EOY$2,149OtherAssetsEOYAmt
Other Assets EOYFMV$2,149OtherAssetsEOYFMVAmt
Total Assets BOY$760,608TotalAssetsBOYAmt
Total Assets EOY$1,119,866TotalAssetsEOYAmt
Total Assets EOYFMV$2,043,079TotalAssetsEOYFMVAmt
Other Liabilities BOY$749OtherLiabilitiesBOYAmt
Other Liabilities EOY$447OtherLiabilitiesEOYAmt
Total Liabilities BOY$749TotalLiabilitiesBOYAmt
Total Liabilities EOY$447TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$759,859RetainedEarningBOYAmt
Retained Earning EOY$1,119,419RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$759,859TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,119,419TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$760,608TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,119,866TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$759,859TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$632,711ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,392,570SubtotalAmt
Other Decreases$273,151OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,119,419TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$25,274GrossSalesPriceAmt
Gain Or Loss$25,274GainOrLossAmt
Gains Minus Excess Or Losses$25,274GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$25,274CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$366InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$366SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,661EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,661TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,295OverpaymentAmt
Applied To ES Tax$1,295AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTAYLOR G DAWSONIndividualWithBooksNm
Phone2103759000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 NW LOOP 410AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78213ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SAMUEL G DAWSON
129 TURNBERRY WAYSAN ANTONIOTX78230PRESIDENT1.00$0$0$0
LAURA F DAWSON
129 TURNBERRY WAYSAN ANTONIOTX78230VICE PRESIDENT1.00$0$0$0
TAYLOR G DAWSON
259 GENESEOSAN ANTONIOTX78209SECRETARY1.00$0$0$0
KENDALL DAWSON WEAVER
18218 POWDER MILLSAN ANTONIOTX78257TREASURER8.00$12,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$905,711AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$339,340AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,245,051TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,245,051AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,676CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,226,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,319MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,319MinimumInvestmentReturnAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Total Tax$366TotalTaxAmt
Distributable Before Adj$60,953DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$60,953DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$60,953DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,884ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$300,884QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,953DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$244,557ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$321,675ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$566,232TotalExcessDistributionCyovAmt
Qualifying Distributions$300,884QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,953AppliedToCurrentYearAmt
Remaining Distri From Corpus$239,931RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$806,163TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$806,163ExcessDistriCyovToNextYrAmt
Excess From Year2$244,557ExcessFromYear2Amt
Excess From Year1$321,675ExcessFromYear1Amt
Excess From Current Year$239,931ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSAMUEL G DAWSONContributingManagerNm
Contributing ManagerLAURA F DAWSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSAM AND LAURA DAWSON FAMILY FOUNDATRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1129 TURNBERRY WAYAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2103759000RecipientPhoneNum
Form And Info And MaterialsPUBLIC 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 DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE TEXAS CAVALIERS CHARITABLE FOUNDATION
909 NE LOOP 410 SUITE 903SAN ANTONIOTX78209N/APUBLIC CHARITYSUPPORT PROGRAMS$25,000
FELLOWSHIP OF CHRISTIAN ATHLETES
16161 COLLEGE OAK STE 101SAN ANTONIOTX78249N/APUBLIC CHARITYSUPPORT PROGRAMS$10,000
SAN ANTONIO LIVESTOCK EXPOSITION INC
PO BOX 200230SAN ANTONIOTX78220N/APUBLIC CHARITYSUPPORT PROGRAMS$500
THE CHARITY BALL ASSOCIATION
PO BOX 2357SAN ANTONIOTX782982357N/APUBLIC CHARITYSUPPORT PROGRAMS$18,500
THE UNIVERSITY OF TEXAS AT AUSTIN COCKRELL SCHOOL OF ENGINEERING
301 E DEAN KEETON ST C2100AUSTINTX787122100N/APUBLIC CHARITYSUPPORT PROGRAMS$20,000
TOBIN CENTER FOR THE PERFORMING ARTS
115 AUDITORIUM CIRCLESAN ANTONIOTX78205N/APUBLIC CHARITYSUPPORT PROGRAMS$37,500
TRINITY BAPTIST CHURCH
319 E MULBERRYSAN ANTONIOTX78212N/APUBLIC CHARITYSUPPORT PROGRAMS$94,000
TRIPLE DAWSON FAMILY FOUNDATION
2000 NW LOOP 410SAN ANTONIOTX78213N/APRIVATE FOUNDATIONSUPPORT PROGRAMS$68,750
ONWARD CAMPUS MINISTRY
PO BOX 3892AUBURNAL36831N/APUBLIC CHARITYSUPPORT PROGRAMS$5,000
YOUTH FOR CHRIST
5730 KENWICKSAN ANTONIOTX78238N/APUBLIC CHARITYSUPPORT PROGRAMS$7,500
THE WILL SMITH FOUNDATION
4242 BROADWAY APT 2002SAN ANTONIOTX78209N/APRIVATE FOUNDATIONSUPPORT PROGRAMS$2,500
OPERA SAN ANTONIO
PO BOX 2641SAN ANTONIOTX78299N/APUBLIC CHARITYSUPPORT PROGRAMS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$294,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,087ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,274ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,361ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,361TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM AND LAURA DAWSONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1129 TURNBERRY WAYAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
FieldValueIRS element (for citing)
Total Contributions$905,368TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property25,245 SHARES OF HARDING LOEVNER INTL EQUITY PORT INSTLNoncashPropertyDesc
Fair Market Value$758,865FairMarketValueAmt
Received2021-12-29ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$854,104EOYBookValueAmt
EOYFMV$1,777,317EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM FROST BROKERAGE SERVICES$412$835$835
DUE FROM THE UNITED STATES TREASURY$0$1,314$1,314

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSECURITIES FAIR MARKET VALUE ADJUSTMENTDesc
Amt$273,151Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$197RevenueAndExpensesPerBooksAmt
Net Investment Income$98NetInvestmentIncomeAmt
Disbursements Charitable Prps$99DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PAYROLL TAXES PAYABLE$153$0
DUE TO KENDALL WEAVER$596$447

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$500$0$0
PAYROLL TAXES$1,071$536$535

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