TRIPLE DAWSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TRIPLE DAWSON FAMILY FOUNDATION (EIN 20-4599790)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202123159349101342
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T09:47:04-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204599790EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRIPLE DAWSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRIPBusinessNameControlTxt
Phone2103759000PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE DAWSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2103759000PhoneNum
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEUGENEPersonFirstNm
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,962,121FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$514,131ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$34,409DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,409DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$160,208NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$760,260GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$160,208CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$708,748TotalRevAndExpnssAmt
Total Net Invst Incm$194,617TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,145AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,073AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,072AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,781TaxesRevAndExpnssAmt
Taxes Net Invst Incm$228TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$228TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,926TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,301TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$352,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$352,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$360,926TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,301TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$354,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$347,822ExcessRevenueOverExpensesAmt
Net Investment Income$192,316NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,230CashBOYAmt
Cash EOY$380,556CashEOYAmt
Cash EOYFMV$380,556CashEOYFMVAmt
Sav And Temp Cash Invst BOY$409SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$769SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$769SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$831,594CorporateStockBOYAmt
Corporate Stock EOY$529,545CorporateStockEOYAmt
Corporate Stock EOYFMV$781,926CorporateStockEOYFMVAmt
Corporate Bonds BOY$488,725CorporateBondsBOYAmt
Corporate Bonds EOY$750,859CorporateBondsEOYAmt
Corporate Bonds EOYFMV$777,819CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$21,051OtherAssetsEOYAmt
Other Assets EOYFMV$21,051OtherAssetsEOYFMVAmt
Total Assets BOY$1,334,958TotalAssetsBOYAmt
Total Assets EOY$1,682,780TotalAssetsEOYAmt
Total Assets EOYFMV$1,962,121TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$1,334,958RetainedEarningBOYAmt
Retained Earning EOY$1,682,780RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,334,958TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,682,780TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,334,958TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,682,780TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,334,958TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$347,822ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,682,780SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,682,780TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2020-12-31$706,678$581,474$125,204$125,204
PUBLICLY TRADED SECURITIES2020-12-31$18,816$18,578$238$238P
CAPITAL GAINS DIVIDENDS$34,766$34,766$34,766P
FieldValueIRS element (for citing)
Capital Gain Net Income$160,208CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,673InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,673SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,673TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,996EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,400ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,396TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$1,722OverpaymentAmt
Applied To ES Tax$1,722AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEUGENE H 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
EUGENE H DAWSON
29 TILBURY LANESAN ANTONIOTX78230PRESIDENT1.00$0$0$0
MARY DUANE DAWSON
29 TILBURY LANESAN ANTONIOTX78230VICE PRESIDENT1.00$0$0$0
EUGENE H DAWSON JR
2000 NW LOOP 410SAN ANTONIOTX78213SECRETARY1.00$0$0$0
SAMUEL G DAWSON
129 TURNBERRY WAYSAN ANTONIOTX78230TREASURER1.00$0$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$1,504,352AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,864AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,557,216TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,557,216AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,358CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,533,858NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,673TaxBasedOnInvestmentIncomeAmt
Total Tax$2,673TotalTaxAmt
Distributable Before Adj$74,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$74,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$74,020DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$354,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$354,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$354,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,020DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$128,914ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$20,947ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,523ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$519,706ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$690,090TotalExcessDistributionCyovAmt
Qualifying Distributions$354,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$74,020AppliedToCurrentYearAmt
Remaining Distri From Corpus$280,280RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$970,370TotalCorpusAmt
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$970,370ExcessDistriCyovToNextYrAmt
Excess From Year4$128,914ExcessFromYear4Amt
Excess From Year3$20,947ExcessFromYear3Amt
Excess From Year2$20,523ExcessFromYear2Amt
Excess From Year1$519,706ExcessFromYear1Amt
Excess From Current Year$280,280ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEUGENE H DAWSONContributingManagerNm
Contributing ManagerMARY DUANE DAWSONContributingManagerNm
Contributing ManagerSAMUEL G DAWSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTRIPLE DAWSON FAMILY FOUNDATION BOARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12000 NW LOOP 410AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78213ZIPCd
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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TRINITY BAPTIST CHURCH
319 EAST MULBERRY AVENUESAN ANTONIOTX78212N/APUBLIC CHARITYSUPPORT PROGRAMS$42,000
ALPHA HOME
814 CAMDENSAN ANTONIOTX78215N/APUBLIC CHARITYSUPPORT PROGRAMS$11,000
BAPTIST UNIVERSITY OF THE AMERICAS
8019 S PAN AM EXPRESSWAYSAN ANTONIOTX78224N/APUBLIC CHARITYSUPPORT PROGRAMS$10,000
PAPE-DAWSON CHARITABLE FOUNDATION
2000 NW LOOP 410SAN ANTONIOTX78213N/APUBLIC CHARITYSUPPORT PROGRAMS$1,000
WITTE MUSEUM
3801 BROADWAY STSAN ANTONIOTX78209N/APUBLIC CHARITYSUPPORT PROGRAMS$232,000
BOERNE ISD
235 JOHNS ROADBOERNETX78006N/APUBLIC CHARITYSUPPORT PROGRAMS$1,000
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERASAN ANTONIOTX78227N/APUBLIC CHARITYSUPPORT PROGRAMS$1,000
YOUTHCUE
PO BOX 781663SAN ANTONIOTX78278N/APUBLIC CHARITYSUPPORT PROGRAMS$54,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$352,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,409ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$160,208ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$194,617ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$194,617TotalIncomeProducingActyAmt

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 (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EUGENE AND MARY DUANE DAWSON
129 TILBURY LANESAN ANTONIOTX78230$100,881Yes (X)Yes (X)
SAM AND LAURA DAWSON FAMILY FOUNDATION
22000 NW LOOP 410SAN ANTONIOTX78213$68,750Yes (X)
EUGENE JR AND CLAIRE DAWSON
32000 NW LOOP 410SAN ANTONIOTX78213$262,500Yes (X)
EUGENE III AND MEGHAN DAWSON
4112 TUSCANY WAYSHAVANO PARKTX78249$43,750Yes (X)
TAYLOR AND KATE DAWSON
5259 GENESEOSAN ANTONIOTX78209$20,750Yes (X)
CHRISTOPHER AND TARA CHILDERS
6236 BELVIDERE DRSAN ANTONIOTX78212$8,750Yes (X)
TYLER AND KENDALL WEAVER
718218 POWDER MILLSAN ANTONIOTX78257$8,750Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,857 SH AMERICAN AMCAP CLASS ANoncashPropertyDesc
Fair Market Value$100,881FairMarketValueAmt
Received2020-10-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,145Amt
Net Investment Income$2,073NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,072DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
28,202.762 SH AMERICAN BOND FUND OF AMERICA CLASS A$359,441$388,916
27,818.491 SH AMERICAN INTERMEDIATE BOND OF AMERICA$391,418$388,903

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
17,198.789 SH AMERICAN AMCAP CLASS A$457,854$672,645
286.659 SH AMERICAN INVESTMENT CO OF AMERICA CL A$8,974$12,733
495 SH BANK OF AMERICA CORP$2,767$15,003
1,827.948 SH AMERICAN MUTUAL FUND CLASS A$59,950$81,545

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM FROST BROKERAGE SERVICESDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$21,051EOYBookValueAmt
EOYFMV$21,051EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
EUGENE AND MARY DUANE DAWSON
29 TILBURY LANESAN ANTONIOTX78230
SAM AND LAURA DAWSON FAMILY FOUNDATION
2000 NW LOOP 410SAN ANTONIOTX78213
EUGENE JR AND CLAIRE DAWSON
2000 NW LOOP 410SAN ANTONIOTX78213
EUGENE III AND MEGHAN DAWSON
112 TUSCANY WAYSHAVANO PARKTX78249
TAYLOR AND KATE DAWSON
259 GENESEOSAN ANTONIOTX78209
CHRISTOPHER AND TARA CHILDERS
236 BELVIDERE DRSAN ANTONIOTX78212
TYLER AND KENDALL WEAVER
18218 POWDER MILLSAN ANTONIOTX78257

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$456$228$228
EXCISE TAX$4,325$0$0

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