TRIPLE DAWSON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRIPLE DAWSON FAMILY FOUNDATION (EIN 20-4599790)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201311359349100961
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:47:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741650885 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADGETT STRATEMANN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE LOOP 410 SUITE 1100 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204599790 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIPLE DAWSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRIP | NameControl |
| Phone | 2103759000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST RAMSEY | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EUGENE DAWSON | Name |
| Title | PRESIDENT | Title |
| Phone | 2103759000 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSIE BEHREND | Name |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1015477 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 175819 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 13136 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13136 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22482 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 157601 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22482 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 211437 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35618 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1460 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 730 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 730 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 228 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 120 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1688 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 850 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 730 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 51378 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 51378 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53066 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 850 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52108 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 158371 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 34768 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3560 | CashBOY |
| Cash EOY | 13617 | CashEOY |
| Cash EOYFMV | 13617 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 7468 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 830 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 830 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 468083 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 514942 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 585971 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 303247 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 411609 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 415059 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 782358 | TotalAssetsBOY |
| Total Assets EOY | 940998 | TotalAssetsEOY |
| Total Assets EOYFMV | 1015477 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 782358 | RetainedEarningsBOY |
| Retained Earnings EOY | 940998 | RetainedEarningsEOY |
| Total Net Assets BOY | 782358 | TotalNetAssetsBOY |
| Total Net Assets EOY | 940998 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 782358 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 940998 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 782358 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 158371 | ExcessOfRevenueOverExpenses |
| Other Increases | 269 | OtherIncreases |
| Subtotal | 940998 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 940998 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| AMERICAN AMCAP CLASS A | P | 2011-08-12 | 2012-05-23 | 40000 | 35238 | 4762 | 4762 |
| AMERICAN GROWTH FUND OF AMERICA | P | 2011-05-23 | 5254 | 4919 | 335 | 335 | |
| AMERICAN AMCAP CLASS A | P | 2011-08-12 | 2012-10-12 | 51059 | 43259 | 7800 | 7800 |
| AMERICAN MUTUAL FUNDCLASS A | P | 2011-09-21 | 2012-10-12 | 51059 | 43268 | 7791 | 7791 |
| AMERICAN SMALL CAP WORLD CLASS A | P | 2011-09-21 | 2012-12-05 | 10000 | 8435 | 1565 | 1565 |
| CAPITAL GAINS DIVIDENDS | P | 229 | 229 | 229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22482 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 103367 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 807416 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.128022 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40462 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 664253 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060914 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33067 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 590511 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055997 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 35690 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 592912 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060194 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25994 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 388230 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066955 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.372082 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074416 | AverageDistributionRatio |
| Net Noncharitable Assets | 831061 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61844 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 348 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62192 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 52108 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 695 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 695 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 695 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 697 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | EUGENE H DAWSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2103759000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST RAMSEY | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| EUGENE H DAWSON | ||||||||
| 29 TILBURY LANE | SAN ANTONIO | TX | 78230 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MARY DUANE DAWSON | ||||||||
| 29 TILBURY LANE | SAN ANTONIO | TX | 78230 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| EUGENE H DAWSON JR | ||||||||
| 208 TOWER DR | SAN ANTONIO | TX | 78232 | SECRETARY | 1.00 | 0 | 0 | 0 |
| SAMUEL G DAWSON | ||||||||
| 129 TURNBERRY WAY | SAN ANTONIO | TX | 78230 | TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 829566 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14151 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 843717 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 843717 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12656 | CashDeemedCharitable |
| Net Noncharitable Assets | 831061 | NetNoncharitableAssets |
| Minimum Investment Return | 41553 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41553 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 695 | TaxBasedOnInvestmentIncome |
| Total Tax | 695 | TotalTax |
| Distributable Amount Before Adj | 40858 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 40858 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 40858 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52108 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 52108 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52108 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40858 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5382 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6064 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3707 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7675 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 63212 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 86040 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52108 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 40858 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 11250 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 97290 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 5382 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 91908 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6064 | ExcessFromYear4 |
| Excess From Year3 | 3707 | ExcessFromYear3 |
| Excess From Year2 | 7675 | ExcessFromYear2 |
| Excess From Year1 | 63212 | ExcessFromYear1 |
| Excess From Current Year | 11250 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EUGENE H DAWSON | ContributingManager |
| Contributing Manager | MARY DUANE DAWSON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TRIPLE DAWSON FAMILY FOUNDATION BOA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 EAST RAMSEY | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2103759000 | RecipientPhoneNumber |
| Form And Info And Materials | PUBLIC 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. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAPTIST UNIVERSITY OF THE AMERICAS | |||||||
| 8019 S PAN AM EXPRESSWAY | SAN ANTONIO | TX | 782241336 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $9,878 |
| TRINITY BAPTIST CHURCH | |||||||
| 319 EAST MULBERRY AVENUE | SAN ANTONIO | TX | 78212 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $35,000 |
| BAPTIST CHILD & FAMILY SERVICES | |||||||
| 1506 BEXAR CROSSING | SAN ANTONIO | TX | 78232 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $1,500 |
| ALPHA HOME INC | |||||||
| 814 CAMDEN | SAN ANTONIO | TX | 78215 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 51378 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,136 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,482 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,618 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35618 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | EUGENE AND MARY DAWSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 TILBURY LANE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 175819 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 8,212 SHARES OF AMERICAN AMCAP CLASS A VS | NoncashPropertyDescription |
| Fair Market Value | 175819 | FairMarketValue |
| Date Received | 2012-12-06 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $1,460 | Amount |
| Net Investment Income | 730 | NetInvestmentIncome |
| Disbursements Charitable Prps | 730 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 21,306.777 SH AMERICAN INTERMEDIATE BOND OF AMERICA | 289993 | 293181 |
| 918.566 SH AMERICAN CAPITAL WORLD BOND | 18975 | 19474 |
| 7,907.659 SH AMERICAN BOND FUND OF AMERICA | 102641 | 102404 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 872.936 SH AMERICAN SMALL CAP WORLD CLASS A | 29003 | 34839 |
| 1,600 SH GENERAL ELECTRIC CO | 26096 | 33584 |
| 1,796.531 SH AMERICAN NEW PERSPECTIVE CLASS A | 47964 | 56160 |
| 14,183.08 SH AMERICAN AMCAP CLASS A | 283017 | 307631 |
| 157.785 SH AMERICAN INVESTMENT CO OF AMERICA | 4243 | 4759 |
| 171 SH AMERICAN FUND AMERICA | 0 | 0 |
| 378.606 SH AMERICAN CAPITAL WORLD GRTH | 12628 | 14084 |
| 495 SH BANK OF AMERICA CORP | 2767 | 5747 |
| 4,554.55 SH AMERICAN MUTUAL FUND CLASS A | 109224 | 129167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE IN FMV/COST OF NONCASH CHARITABLE CONTRIBUTION | Description |
| Amount | $269 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX | $108 | 0 | 0 |
| FOREIGN TAX | $120 | 120 | 0 |
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