2025-11-12T11:16:22-06:00 2024-12-31 741550819 MELTON & MELTON LLP 6002 ROGERDALE RD SUITE 200 HOUSTON TX 77072 990PF 2024-01-01 746052983 DICKSON-ALLEN FOUNDATION DICK 3617982531 PO BOX 406 HALLETTSVILLE TX 779640406 JESSIE ALLEN AUTHORIZED TRUSTEE 3617982531 2025-11-12 1 1 JOHN BJORNGJELD CPA P01080718 2817591120 2024 2025-03-06 01:10:19Z X 151515877 X X 963562 963562 1605817 1605817 27526 27526 27526 5555554 27996069 5555554 6888176 6888176 15040635 15040635 60000 30000 30000 37535 18767 18768 519972 259986 259986 159371 159371 0 425504 175115 0 65024 32510 32514 1267406 675749 341268 4990410 4990410 6257816 675749 5331678 8782819 14364886 3 3 16776563 13461989 13461989 429054 0 444806 429054 429054 36388356 42284401 71546601 21000269 27232511 36874908 2902082 2886937 29203322 77512076 86294895 151515877 0 0 X 1944866 1944866 0 0 75567210 84350029 77512076 86294895 77512076 86294895 77512076 8782819 0 86294895 0 86294895 GAIN/LOSS FROM PASSTHROUGHS P 359405 -359405 -359405 CAPITAL GAINS DISTRIBUTIONS P 101380 101380 101380 PUBLICLY TRADED SECURITIES P 27816848 22065965 5750883 5750883 LAND D 77841 15145 62696 62696 5555554 199672 0 199672 0 199672 299218 0 0 0 299218 X 0 99546 99546 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A JAMES R KOLOS CPA 3617985264 302 E SECOND HALLETTSVILLE TX 77964 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DUNHAM F JEWETT 2727 ALLEN PARKWAY SUITE 1700 HOUSTON TX 77019 TRUSTEE 6.00 0 0 0 JESSIE L ALLEN PO BOX 106 HALLETTSVILLE TX 77964 TRUSTEE 16.00 60000 0 0 CURTIS T VAUGHAN III PO BOX 17258 SAN ANTONIO TX 78217 TRUSTEE 2.00 0 0 0 ANNA ALLEN JOHNSON PO BOX 107 HALLETTSVILLE TX 77964 TRUSTEE 3.00 0 0 0 LUCAS W ALLEN PO BOX 102 HALLETTSVILLE TX 77964 TRUSTEE 2.00 0 0 0 NONE 0 FIDELITY 500 SALEM STREET SMITHFIELD RI 02917 INVESTMENT MANAGEMENT 217126 ALEX BROWN 5847 SAN FELIPE ST STE 3825 HOUSTON TX 77057 INVESTMENT MANAGEMENT 136432 US CAPITAL ADVISORS 4444 WESTHEIMER ROAD SUITE G500 HOUSTON TX 77027 INVESTMENT MANAGEMENT 86458 0 0 102553439 15257052 27688071 145498562 0 0 145498562 2182478 143316084 7165804 7165804 199672 199672 6966132 0 6966132 0 6966132 5331678 0 5331678 6966132 2960615 0 0 5331678 2960615 0 0 2371063 0 0 0 0 0 0 0 0 4595069 0 0 0 DICKSON-ALLEN FOUNDATION PO BOX 406 HALLETTSVILLE TX 77964 3617982531 1. NAME, MAILING ADDRESS, AND TELEPHONE NUMBER OF THE ORGANIZATION. 2. DESCRIPTION OF THE ORGANIZATION'S PURPOSE AND ACTIVITIES IN GENERAL. 3. AMOUNT REQUESTED AND EXPLANATION, IN DETAIL, HOW IT WILL BE USED. 4. STATEMENT AS TO WHETHER THE APPLICANT IS ORGANIZED AS A NONPROFIT ORGANIZATION UNDER STATE LAW. 5. PHOTOCOPY OF A RULING OR DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE. 6. IF AVAILABLE, ATTACH A COPY OF THE ORGANIZATION'S PROPOSED BUDGET FOR THE YEAR IN WHICH THE FUNDS ARE TO BE USED. 7. IF THIS GRANT WILL BE A SUBSTANTIAL AND MATERIAL PART OF THE TOTAL BUDGET, ATTACH A COPY OF THE LATEST INFORMATION RETURN FILED WITH THE INTERNAL REVENUE SERVICE. 8. STATEMENT AS TO WHETHER THE APPLICANT IS CONTROLLED BY, RELATED TO, CONNECTED WITH, OR SPONSORED BY ANOTHER ORGANIZATION, AND IF SO, IDENTIFY THE ORGANIZATION AND EXPLAIN THE RELATIONSHIP. 9. LIST THE NAME, ADDRESS, AND TITLE OF MEMBERS OF THE APPLICANT'S GOVERNING BOARD, AND NAME OF EACH PERSON TO CONTACT. DICKSON-ALLEN FOUNDATION'S ANNUAL MEETING IS HELD IN OCTOBER OR NOVEMBER OF EACH CALENDAR YEAR. MOST GRANTS APPROVED ARE FOR EDUCATIONAL, MEDICAL RESEARCH, AND MEDICAL FACILITY PURPOSES. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PURPOSES. ACSS BLINN COLLEGE-SCHULENBURG CAMPUS 100 RANGER DRIVE SCHULENBURG TX 78956 UNRESTRICTED OPERATING FUNDS 15000 APPELT'S HILL GUN CLUB 501 NORTH RIDGE STREET HALLETTSVILLE TX 77964 FACILITY IMPROVEMENTS 93880 ARTS FOR RURAL TEXAS PO BOX 33 FAYETTEVILLE TX 78940 UNRESTRICTED OPERATING FUNDS 5000 BAYLOR COLLEGE OF MEDICINE 7200 CAMBRIDGE STREET SUITE 10B HOUSTON TX 77030 CANCER RESEARCH 20000 BLINN COLLEGE FOUNDATION 902 COLLEGE AVENUE BRENHAM TX 77833 STUDENT SCHOLARSHIPS 20000 THE CENTER FOR PURSUIT 4400 HARRISBURG BOULEVARD HOUSTON TX 77011 UNRESTRICTED OPERATING FUNDS 2500 CHEETHAM CEMETERY ASSOCIATION PO BOX 54 SHERIDAN TX 77475 UNRESTRICTED OPERATING FUNDS 5000 CITY CEMETERY ASSOCIATION PO BOX 62 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 DEWITT-LAVACA SPECIAL EDUCATION COOPERATIVE PO BOX 737 YOAKUM TX 77995 EQUIPMENT PURCHASE 26750 EL CAMPO EMS 1011 WEST LOOP EL CAMPO TX 77437 EQUIPMENT PURCHASE 25000 EZZELL ISD 20500 FM 531 HALLETTSVILLE TX 77964 TECHNOLOGY UPDATE 16400 FOSTER PARENTS OF VICTORIA PO BOX 1593 VICTORIA TX 77902 UNRESTRICTED OPERATING FUNDS 30000 FRIENCH SIMPSON MEMORIAL LIBRARY 705 EAST FOURTH STREET HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 21850 GARDENIA E JANSSEN ANIMAL SHELTER 240 SVOBODA LANE LA GRANGE TX 78945 UNRESTRICTED OPERATING FUNDS 10000 GARWOOD VOLUNTEER FIRE DEPARTMENT PO BOX 131 GARWOOD TX 77442 EQUIPMENT PURCHASE 17600 GONZALES REGIONAL CHILDREN'S ADVOCACY CENTER INC PO BOX 1925 GONZALES TX 78629 UNRESTRICTED OPERATING FUNDS 5000 HALLETT OAK FOUNDATION INC PO BOX 662 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 5000 HALLETTSVILLE CULTURAL EVENTS CENTER 115 NORTH MAIN STREET HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 5000 HALLETTSVILLE ISD PO BOX 368 HALLETTSVILLE TX 77964 AVID PROGRAM 100000 HALLETTSVILLE ISD PO BOX 368 HALLETTSVILLE TX 77964 FUTURE FARMERS OF AMERICA 3000 HALLETTSVILLE ISD PO BOX 368 HALLETTSVILLE TX 77964 JOURNALISM CLASS 5000 HALLETTSVILLE ISD PO BOX 368 HALLETTSVILLE TX 77964 VOCATIONAL AWARDS PROGRAM 3000 HALLETTSVILLE PLAYDAY ASSOCIATION PO BOX 845 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 HALLETTSVILLE POLICE DEPARTMENT 104 EAST FOURTH STREET HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 HALLETTSVILLE VOLUNTEER FIRE DEPARTMENT PO BOX 84 HALLETTSVILLE TX 77964 EQUIPMENT PURCHASE 39500 HOSPICE OF SOUTH TEXAS 605 EAST LOCUST AVENUE VICTORIA TX 77901 EQUIPMENT PURCHASE 39300 HOUSTON BOTANIC GARDEN 8205 NORTH BAYOU DRIVE HOUSTON TX 77017 UNRESTRICTED OPERATING FUNDS 2500 HOUSTON FOOD BANK 535 PORTWALL STREET HOUSTON TX 77029 UNRESTRICTED OPERATING FUNDS 10000 HOUSTON PARKS BOARD 300 NORTH POST OAK LANE HOUSTON TX 77024 BAYOU GREENWAYS PROJECT 2500 HOUSTON YOUTH SYMPHONY 4550 POST OAK PLACE DRIVE SUITE 245 HOUSTON TX 77027 UNRESTRICTED OPERATING FUNDS 20000 HOUSTON ZOO 1513 CAMBRIDGE STREET HOUSTON TX 77030 UNRESTRICTED OPERATING FUNDS 2500 K4 ENTERPRISES 1611 FM 318-E YOAKUM TX 77995 UNRESTRICTED OPERATING FUNDS 100000 KNIGHTS OF COLUMBUS COUNCIL #2433 PO BOX 46 HALLETTSVILLE TX 77964 FACILITY IMPROVEMENTS 25000 LAVACA ASSISTANCE MINISTRY BODY PO BOX 232 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 35000 LAVACA COUNTY 4-H PROGRAM 300 SOUTH LA GRANGE STREET HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 3000 LAVACA COUNTY COMMISSIONERS COURT PO BOX 243 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 9000 LAVACA COUNTY EMS 906 NORTH TEXANA HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 150000 LAVACA COUNTY HISTORICAL COMMISSION PO BOX 811 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 12000 LAVACA COUNTY JUVENILE PROBATION DEPARTMENT PO BOX 330 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 LAVACA COUNTY PRESS GANG PO BOX 18 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 LAVACA COUNTY SENIOR CITIZENS PO BOX 531 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 150000 LAVACA EXOSITION ASSOCIATION PO BOX 743 HALLETTSVILLE TX 77964 FACILITY IMPROVEMENTS 785000 LAVACA EXPOSITION ASSOCIATION PO BOX 743 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 68850 LAVACA EXPOSITION ASSOCIATION PO BOX 743 HALLETTSVILLE TX 77964 STUDENT SCHOLARSHIPS 20000 LAVACA HISTORICAL MUSEUM PO BOX 296 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 50000 LAVACA HOME ECONOMICS COMMITTEE TEXAS AGRILIFE EXTENSION SERVICE 300 SOUTH LA GRANGE STREET HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 5000 LAVACA MEDICAL CENTER 1400 NORTH TEXANA STREET HALLETTSVILLE TX 77964 EQUIPMENT PURCHASE 365000 LUCIE'S PROJECT PO BOX 325 SHERIDAN TX 77475 UNRESTRICTED OPERATING FUNDS 40000 MCNAY ART MUSEUM PO BOX 6069 SAN ANTONIO TX 78209 UNRESTRICTED OPERATING FUNDS 25000 MEMORIAL PARK CONSERVANCY 7575 NORTH PICNIC LANE HOUSTON TX 77007 UNRESTRICTED OPERATING FUNDS 2500 MORGAN'S WONDERLAND 5210 THOUSAND OAKS DRIVE SUITE 1318 SAN ANTONIO TX 78233 UNRESTRICTED OPERATING FUNDS 50000 MOULTON CITY PARK PO BOX 369 MOULTON TX 77975 UNRESTRICTED OPERATING FUNDS 20000 MOULTON LITTLE LEAGUE PO BOX 82 MOULTON TX 77975 FACILITY IMPROVEMENTS 30000 MYRTLE CEMETERY ASSOCIATION OF TEXAS PO BOX 143 ROCK ISLAND TX 77470 UNRESTRICTED OPERATING FUNDS 10000 NATIVE PRAIRIES ASSOCIATION OF TEXAS PO BOX 1101 MANCHACA TX 78652 UNRESTRICTED OPERATING FUNDS 40000 NAVIDAD VALLEY SENIOR CONNECTIONS 1111 BOHLMANN AVENUE SCHULENBURG TX 78956 UNRESTRICTED OPERATING FUNDS 30000 NAVY SEAL DANNY DIETZ FOUNDATION PO BOX 491 SIMONTON TX 77476 UNRESTRICTED OPERATING FUNDS 5000 PINE COVE INC PO BOX 9000 TYLER TX 75711 UNRESTRICTED OPERATING FUNDS 10000 PLEASANT HILL MISSIONARY BAPTIST CHURCH 505 NORTH MAIN STREET HALLETTSVILLE TX 77964 FACILITY IMPROVEMENTS 12000 PROVIDENCE CHRISTIAN ACADEMY 2454 CR 319 YOAKUM TX 77995 FACILITY IMPROVEMENTS 15000 THE RIDING THERAPY CENTER PO BOX 462 NURSERY TX 77976 UNRESTRICTED OPERATING FUNDS 12000 ROUND TOP FESTIVAL INSTITUTE PO BOX 89 ROUND TOP TX 78954 FESTIVAL SCHOLARSHIPS 10000 SACRED HEART CATHOLIC SCHOOL 313 SOUTH TEXANA STREET HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 310000 THE SAFE HOUSE CHURCH INC PO BOX 38 HALLETTSVILLE TX 77964 BUILDING CONSTRUCTION 68000 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 UNRESTRICTED OPERATING FUNDS 20000 ST MARY'S HALL 9401 STARCREST DRIVE SAN ANTONIO TX 78217 UNRESTRICTED OPERATING FUNDS 85000 ST PHILIP CATHOLIC SCHOOL 302 WEST CHURCH STREET EL CAMPO TX 77437 UNRESTRICTED OPERATING FUNDS 15000 SAN ANTONIO ACADEMY 117 EAST FRENCH PLACE SAN ANTONIO TX 78212 UNRESTRICTED OPERATING FUNDS 10000 SAN ANTONIO BOTANICAL SOCIETY PO BOX 6569 SAN ANTONIO TX 78209 UNRESTRICTED OPERATING FUNDS 35000 SAN ANTONIO CHILDREN'S MUSEUM 2800 BROADWAY SAN ANTONIO TX 78209 UNRESTRICTED OPERATING FUNDS 10000 SAY SI 1310 SOUTH BRAZOS STREET SAN ANTONIO TX 77964 UNRESTRICTED OPERATING FUNDS 10000 SEAL FUTURE FOUNDATION 32 THIRD AVENUE 393 NEW YORK NY 10003 UNRESTRICTED OPERATING FUNDS 5000 SHERIDAN COMMUNITY CENTER PO BOX 262 SHERIDAN TX 77475 FACILITY IMPROVEMENTS 75000 SHERIDAN MEMORIAL LIBRARY PO BOX 274 SHERIDAN TX 77475 UNRESTRICTED OPERATING FUNDS 5000 SHERIDAN VOLUNTEER FIRE DEPARTMENT PO BOX 263 SHERIDAN TX 77475 FACILITY IMPROVEMENTS 25000 SHINER CATHOLIC SCHOOL PO BOX 725 SHINER TX 77984 FACILITY IMPROVEMENTS 50000 SHINER CITY CEMETERY ASSOCIATION PO BOX 1535 SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 5000 SHINER GREEN DICKSON PARK PO BOX 308 SHINER TX 77984 EQUIPMENT PURCHASE 33000 SHINER ISD PO BOX 804 SHINER TX 77984 EQUIPMENT PURCHASE 65000 SHINER PUBLIC LIBRARY 115 EAST WOLTERS/SECOND STREET SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 1000 SOUTH CENTRAL TEXAS ART LEAGUE 408 COUNTY ROAD 218 SCHULENBURG TX 78956 UNRESTRICTED OPERATING FUNDS 1000 SOUTH TEXAS CHILDREN'S HOME PO BOX 1210 BEEVILLE TX 78104 UNRESTRICTED OPERATING FUNDS 35000 SOUTH TEXAS SPARKLES 3277 US HIGHWAY 90A-W SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 5000 SUNFLOWER WELLNESS 304 NORTH TEXANA SUITE A HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 25000 SWEET HOME AMERICAN LEGION PO BOX 26 SWEET HOME TX 77987 UNRESTRICTED OPERATING FUNDS 20000 TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION PO BOX 11020 COLLEGE STATION TX 77842 STUDENT SCHOLARSHIPS 15000 TEXAS A&M FOUNDATION 401 GEORGE BUSH DRIVE COLLEGE STATION TX 77842 OLIVE RESEARCH 140000 TEXAS A&M UNIVERSITY SCHOOL OF VETERINARY MEDICINE & COLLEGE OF ARTSCIENCE 4461 TAMU COLLEGE STATION TX 77843 STUDENT SCHOLARSHIPS 50000 TEXAS BARNSTORMING MUSEUM PO BOX 620 HALLETTSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 35000 TEXAS CZECH HERITAGE & CULTURAL CENTER INC PO BOX 6 LA GRANGE TX 78945 UNRESTRICTED OPERATING FUNDS 30000 TEXAS HIGH SCHOOL RODEO ASSOCIATION 722 SOUTHVIEW CIRCLE CENTER TX 75935 STUDENT SCHOLARSHIPS 18000 TMI THE EPISCOPAL SCHOOL OF TEXAS 20955 WEST TEJAS TRAIL SAN ANTONIO TX 78257 UNRESTRICTED OPERATING FUNDS 10000 TEXAS TEAMS FOUNDATION 2800 EAST BROADWAY SUITE C215 PEARLAND TX 77581 UNRESTRICTED OPERATING FUNDS 5000 TEXAS TECH FOUNDATION TEXAS TECH SCHOOL OF VETERINARY MEDICINE 7671 EVANDS DRIVE AMARILLO TX 79106 STUDENT SCHOLARSHIPS 50000 THE TOBIN CENTER FOR THE PERFORMING ARTS 115 AUDITORIUM CIRCLE SAN ANTONIO TX 78205 UNRESTRICTED OPERATING FUNDS 125000 TRINITY UNIVERSITY ONE TRINITY PLACE SAN ANTONIO TX 78205 UNRESTRICTED OPERATING FUNDS 130000 THE TRUST FOR PUBLIC LAND 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94104 UNRESTRICTED OPERATING FUNDS 5000 TURTLE WING FOUNDATION PO BOX 631 SCHULENBURG TX 78956 UNRESTRICTED OPERATING FUNDS 35000 UNIVERSITY OF HOUSTON-VICTORIA 3007 NORTH BEN WILSON VICTORIA TX 77901 STUDENT SCHOLARSHIPS 25000 UT PHYSICIANS CENTER FOR HEALTHY AGING 6500 WEST LOOP STREET SUITE 200-C BELLAIRE TX 77401 UNRESTRICTED OPERATING FUNDS 20000 UNIVERSITY OF TEXAS-SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 YOUTH ARTIST PROGRAM 10000 UNIVERSITY OF TEXAS-SAN ANTONIO COLLEGE OF SCIENCES ONE UTSA CIRCLE SAN ANTONIO TX 78249 UNRESTRICTED OPERATING FUNDS 35000 THE VICTORIA COLLEGE FOUNDATION 2200 EAST RED RIVER VICTORIA TX 77901 STUDENT 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TX 77995 EQUIPMENT PURCHASE 18400 4990410 0 14 963562 14 1605817 16 27526 18 5555554 OIL & GAS ROYALTIES 15 6535965 PASSTHROUGH INCOME 525990 14 297765 LEASE BONUS 16 54446 GRANTS RETURNED 16 0 0 15040635 0 15040635 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 37535 18767 18768 REQUESTS FOR GRANTS FORM 990-PF, PAGE 10, PART XIV, LINE 2 REQUESTS FOR GRANTS GRANTS/CONTRIBUTIONS PAID IN 2024 FORM 990-PF, PAGE 10, PART XIV, LINE 2A SCHEDULE ATTACHED KARNES COUNTY NATIONAL BANK 2000 150000 INDUSTRY BANCSHARES INC. 5849 977664 FARMER'S CO-OP ASSOCIATION - SHINER, TX 25 25 STUDEMAN ROYALTY OIL CO. 100 100 CAPITAL ADVISORS PORTFOLIO 9172606 13982856 BERNSTEIN PORTFOLIO 1588775 1881613 ALEX BROWN 7675U384 11727360 19876330 FIDELITY PORTFOLIO 18639977 33202023 ABFS OPP CAYMAN FUND LP 1147709 1475990 ALLIANCEBERNSTEIN EUROPEAN OPP SER AT COST 3203037 3518351 STANLEY PARTNERS FUND, LP AT COST 4738916 12046724 JP MORGAN AT COST 8721700 9826131 ALKEON AT COST 1968842 2005000 SCHWAB AT COST 1414536 1720119 CAMBRIAN GLOBAL FUND AT COST 1000000 1000000 RBC 326-82570 AT COST 6185480 6758583 REAL ESTATE AND MINERAL INTERESTS 2902082 2886937 29203322 BANK FEES 45 22 23 INSURANCE 6054 3027 3027 OFFICE EXPENSES 131 65 66 OTHER PASSTHROUGH EXPENSES 54009 27004 27005 REPAIRS AND MAINTENANCE 4785 2392 2393 OIL & GAS ROYALTIES 6535965 6535965 6535965 PASSTHROUGH INCOME 297765 297765 297765 LEASE BONUS 54446 54446 54446 INVESTMENT FEES 519972 259986 259986 AD VALOREM TAXES 175115 175115 0 EXCISE TAX 250389 0 0