DAWSON O & ALLISON B GEORGE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DAWSON O & ALLISON B GEORGE FOUNDATION (EIN 76-0508308)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-22
IRS object ID
201631749349100503
Schema version
2015v2.1
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)
Return2016-06-22T09:49:37-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760146530PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MADDOX THOMSON & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12603 AUGUSTA DRIVE SUITE 1400AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77057ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760508308EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAWSON O AND ALLISON BBusinessNameLine1Txt
Business Name Line2GEORGE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAWSBusinessNameControlTxt
Phone7139659400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BOULEVARD NO 2540AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAWSON O GEORGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7139659400PhoneNum
Signature2016-06-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA MCELROYPreparerPersonNm
PTINP01062925PTIN
Phone7137834242PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$255,933FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$72,636ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,876DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,876DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,266NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$76,353GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,266CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$112,778TotalRevAndExpnssAmt
Total Net Invst Incm$40,142TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$301TaxesRevAndExpnssAmt
Taxes Net Invst Incm$301TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,107OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,107OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,408TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,408TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,658TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,408TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$95,120ExcessRevenueOverExpensesAmt
Net Investment Income$38,734NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,678SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,347SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,347SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$154,509CorporateStockBOYAmt
Corporate Stock EOY$220,545CorporateStockEOYAmt
Corporate Stock EOYFMV$244,586CorporateStockEOYFMVAmt
Total Assets BOY$159,187TotalAssetsBOYAmt
Total Assets EOY$231,892TotalAssetsEOYAmt
Total Assets EOYFMV$255,933TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$159,187UnrestrictedBOYAmt
Unrestricted EOY$231,892UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$159,187TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$231,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$159,187TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$231,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,187TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$95,120ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$254,307SubtotalAmt
Other Decreases$22,415OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$231,892TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
SEE STATEMENT AP$18,253$16,489$1,764$1,764
SEE STATEMENT AD$47,953$24,598$23,355$23,3552015-04-07
CAPITAL GAINS DIVIDENDSP$10,147$10,147$10,147
FieldValueIRS element (for citing)
Capital Gain Net Income$35,266CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$196,376NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.022915DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$191,941NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070855DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,078AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$154,035NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.026475DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,545AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$167,599NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.313516DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,525AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$149,718NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036903DistributionYr5Rt
Total Distribution0.470664TotalDistributionRt
Average Distribution0.094133AverageDistributionRt
Net Vl Noncharitable Assets$230,792NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,725AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$387NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,112AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$775InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$775SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$775TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$780TaxDueAmt

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 BooksDAWSON O GEORGE IIIIndividualWithBooksNm
Phone7139659400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BOULEVARD SUITE 2540AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAWSON O GEORGE III
5933 SHADY RIVERHOUSTONTX77057PRESIDENT0.00$0$0$0
ALLISON B GEORGE
5933 SHADY RIVERHOUSTONTX77057SECRETARY0.00$0$0$0
KATHRYN G MURRAY
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$0$0$0
DOUGLAS BARRETT ORME GEORGE
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$0$0$0
EMILY ALLISON GEORGE
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$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$225,052AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,255AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$234,307TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$234,307AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,515CashDeemedCharitableAmt
Net Vl Noncharitable Assets$230,792NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,540MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,540MinimumInvestmentReturnAmt
Tax Based On Investment Income$775TaxBasedOnInvestmentIncomeAmt
Total Tax$775TotalTaxAmt
Distributable Before Adj$10,765DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,765DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,765DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,765DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$37,614ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$4,133ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$41,747TotalExcessDistributionCyovAmt
Qualifying Distributions$16,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,765AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,485RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$47,232TotalCorpusAmt
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$47,232ExcessDistriCyovToNextYrAmt
Excess From Year4$37,614ExcessFromYear4Amt
Excess From Year2$4,133ExcessFromYear2Amt
Excess From Current Year$5,485ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAWSON O GEORGE IIIContributingManagerNm
Contributing ManagerALLISON B GEORGEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
RAYNE MEMORIAL METHODIST CHURCH
3900 ST CHARLES AVENEW ORLEANSLA70115NONECHARITABLEFOR CHARITABLE PURPOSES$2,500
SMALL STEPS NURTURING CENTER
2902 JENSEN DRHOUSTONTX77026NONECHARITABLEFOR CHARITABLE PURPOSES$3,000
UT HEALTH SCIENCE CENTER
7000 FANNIN ST 1200HOUSTONTX77030NONECHARITABLEFOR CHARITABLE PURPOSES$500
KINKAID SCHOOL
201 KINKAID SCHOOL DRHOUSTONTX77024NONECHARITABLEFOR CHARITABLE PURPOSES$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONECHARITABLEFOR CHARITABLE PURPOSES$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,250TotalGrantOrContriPdDurYrAmt
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$4,876ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,266ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,142ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,142TotalIncomeProducingActyAmt

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
DAWSON O GEORGE III
11330 POST OAK BOULEVARD SUITE 2540HOUSTONTX77056$25,624Yes (X)
DAWSON O GEORGE III
21330 POST OAK BOULEVARD SUITE 2540HOUSTONTX77056$8,424Yes (X)
DAWSON O GEORGE III
31330 POST OAK BOULEVARD SUITE 2540HOUSTONTX77056$2,882Yes (X)
DAWSON O GEORGE III
41330 POST OAK BOULEVARD SUITE 2540HOUSTONTX77056$11,512Yes (X)
DAWSON O GEORGE III
51330 POST OAK BOULEVARD SUITE 2540HOUSTONTX77056$3,869Yes (X)
DAWSON O GEORGE III
61330 POST OAK BOULEVARD SUITE 2540HOUSTONTX77056$10,565Yes (X)
DAWSON O GEORGE III
71330 POST OAK BOULEVARD SUITE 2540HOUSTONTX77056$9,760Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2150 SHS COMCAST CORP NEW CL A$8,4242015-03-27
350 SHS EBAY INC$2,8822015-03-27
4150 SHS ENTERGY CORP NEW$11,5122015-03-27
550 SHS ISHARES SELECT DIVIDEND ETF$3,8692015-03-27
6140 SHS MURPHY USA INC$10,5652015-03-27
7125 SHS PHILLIPS 66$9,7602015-03-27

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$220,545EOYBookValueAmt
EOYFMV$244,586EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSTOCK CONTRIBUTION BOOK/TAX DIFFERENCEDesc
Amt$22,415Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MGMT & TFR FEESDesc
Revenue And Expenses Per Books$1,107RevenueAndExpensesPerBooksAmt
Net Investment Income$1,107NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDAWSON O ALLISON B GEORGEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15933 SHADY RIVERAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77057ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$54$54$0
FEDERAL TAXES$247$247$0

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