TRIPLE DAWSON FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
TRIPLE DAWSON FAMILY FOUNDATION (EIN 20-4599790)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202611319349100211
Schema version
2025v4.1
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)
Return2026-05-11T10:09:26-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882974460PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MK TAX & CONSULTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112830 FLORIANNEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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 H DAWSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2103759000PhoneNum
Signature2026-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA KELLEYPreparerPersonNm
PTINP00426421PTIN
Phone2107828618PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,035,983FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$639InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$639InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,878DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,179DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$249,118NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$506,160GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$249,118CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$402,635TotalRevAndExpnssAmt
Total Net Invst Incm$291,936TotalNetInvstIncmAmt
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$2,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,325AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,325AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,571TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$410OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,631TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,325TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$114,165ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$114,165ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,796TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,325TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,490TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$279,839ExcessRevenueOverExpensesAmt
Net Investment Income$290,611NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$65,567CashBOYAmt
Cash EOY$42,410CashEOYAmt
Cash EOYFMV$42,410CashEOYFMVAmt
Sav And Temp Cash Invst BOY$893SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,227SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,227SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,720,384CorporateStockBOYAmt
Corporate Stock EOY$1,920,293CorporateStockEOYAmt
Corporate Stock EOYFMV$2,398,483CorporateStockEOYFMVAmt
Corporate Bonds BOY$494,118CorporateBondsBOYAmt
Corporate Bonds EOY$540,854CorporateBondsEOYAmt
Corporate Bonds EOYFMV$536,303CorporateBondsEOYFMVAmt
Other Assets BOY$692OtherAssetsBOYAmt
Other Assets EOY$2,560OtherAssetsEOYAmt
Other Assets EOYFMV$2,560OtherAssetsEOYFMVAmt
Total Assets BOY$2,281,654TotalAssetsBOYAmt
Total Assets EOY$2,562,344TotalAssetsEOYAmt
Total Assets EOYFMV$3,035,983TotalAssetsEOYFMVAmt
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$2,281,654RetainedEarningBOYAmt
Retained Earning EOY$2,562,344RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,281,654TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,562,344TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,281,654TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,562,344TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,281,654TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$279,839ExcessRevenueOverExpensesAmt
Other Increases$851OtherIncreasesAmt
Subtotal$2,562,344SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,562,344TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
4,642.526 SH AMERICAN AMCAP CLASS A2019-12-312025-02-25$200,000$146,881$53,119$53,119
3,481.894 SH AMERICAN AMCAP CLASS A2019-12-312025-02-25$150,000$110,161$39,839$39,839
CAPITAL GAINS DIVIDENDS$156,160$156,160$156,160P
FieldValueIRS element (for citing)
Capital Gain Net Income$249,118CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,039InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,039SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,039TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$839TaxDueAmt

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
3 CEYLONSAN 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$2,677,259AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,822,153TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,822,153AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,332CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,779,821NetVlNoncharitableAssetsAmt
Minimum Investment Return$138,991MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$138,991MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,039TaxBasedOnInvestmentIncomeAmt
Total Tax$4,039TotalTaxAmt
Distributable Before Adj$134,952DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$134,952DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$134,952DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,490ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$115,490QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$134,952DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$280,280ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$248,569ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$228,940ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$781,410ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,223ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,606,422TotalExcessDistributionCyovAmt
Qualifying Distributions$115,490QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$115,490AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$19,462ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,462ExcessDistributionCyovAppCYAmt
Total Corpus$1,586,960TotalCorpusAmt
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$260,818ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,326,142ExcessDistriCyovToNextYrAmt
Excess From Year4$248,569ExcessFromYear4Amt
Excess From Year3$228,940ExcessFromYear3Amt
Excess From Year2$781,410ExcessFromYear2Amt
Excess From Year1$67,223ExcessFromYear1Amt

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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPHA HOME INC
419 EAST MAGNOLIA AVENUESAN ANTONIOTX78212N/APCSUPPORT PROGRAMS$9,590
BAPTIST UNIVERSITY OF THE AMERICAS
2418 W ANSLEY BLVDSAN ANTONIOTX78224N/APCSUPPORT PROGRAMS$15,000
MEALS ON WHEELS
2718 DANBURY STREETSAN ANTONIOTX78217N/APCSUPPORT PROGRAMS$1,750
ST LUKE'S EPISCOPAL SCHOOL
15 ST LUKES LANESAN ANTONIOTX78209N/APCSUPPORT PROGRAMS$1,000
THE UNIVERSITY OF TEXAS AT SAN ANTONIO
PO BOX 691148SAN ANTONIOTX78249N/APCSUPPORT PROGRAMS$500
TRINITY BAPTIST CHURCH
319 E MULBERRY AVENUESAN ANTONIOTX78212N/APCSUPPORT PROGRAMS$41,575
UT HEALTH SCIENCE CENTER
8300 FLOYD CURL DRIVESAN ANTONIOTX78229N/APCSUPPORT PROGRAMS$1,000
VICKREY FOUNDATION
2 LAKE BRIDGE DRIVESAN ANTONIOTX78248N/APCSUPPPORT PROGRAMS$1,000
KLRN
501 BROADWAYSAN ANTONIOTX78215N/APCSUPPORT PROGRAMS$250
YOUTH CHOIRS INC DBA YOUTHCUE
PO BOX 781663SAN ANTONIOTX78278N/APCSUPPORT PROGRAMS$42,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$114,165TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$639ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,878ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$249,118ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$302,635ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$302,635TotalIncomeProducingActyAmt

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 PersonEUGENE AND MARY DUANE DAWSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line129 TILBURY LANEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1632.111 SH AMERICAN AMCAP CLASS A$30,0002025-09-22
1644.019 SH AMERICAN MUTUAL FUND CLASS A$40,0002025-09-22
12,617.801 SH AMERICAN BOND FUND OF AMERICA CLASS A$30,0002025-09-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$2,650Amt
Net Investment Income$1,325NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,325DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5,136.324 SH AMERICAN INTERMEDIATE BOND OF AMERICA CLASS A$64,177$65,488
9,582.359 SH AMERICAN BOND FUND OF AMERICA CLASS A$117,757$109,718
28,934.045 SH AMERICAN TAX EXEMPT BND FND OF AMERICA A$358,920$361,097

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
7,369.009 SH AMERICAN MUTUAL FUND CLASS A$357,862$438,456
16,211.03 SH AMERICAN AMCAP CLASS A$540,039$746,356
3,935.294 SH AMERICAN INVESTMENT CO OF AMERICA CL A$201,954$246,586
495 SH BANK OF AMERICA CORP$2,767$27,225
478 SH CULLEN/FROST BANKERS INC$12,403$60,529
14,939.837 SH AMERICAN BALANCED CLASS A$511,204$560,094
12,226.615 SH AMERICAN INCOME FUND OF AMERICA CLASS A$294,064$319,237

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM FROST BROKERAGE SERVICES$692$1,560$1,560
REIMBURSEMENT DUE$0$1,000$1,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$410RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBROKERAGE ACCOUNT ADJUSTMENTDesc
Amt$851Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
EUGENE AND MARY DUANE DAWSON
29 TILBURY LANESAN ANTONIOTX78230
SAM AND LAURA DAWSON FAMILY FOUNDATION
3 CEYLONSAN ANTONIOTX78230
EUGENE JR AND CLAIRE DAWSON
2000 NW LOOP 410SAN ANTONIOTX78213
EUGENE III AND MEGHAN DAWSON
223 WELLESLEY LOOPSHAVANO PARKTX78231
TAYLOR AND KATE DAWSON
259 GENESEOSAN ANTONIOTX78209
CHRISTOPHER AND TARA CHILDERS
711 W EL PRADOSAN ANTONIOTX78212
KENDALL WEAVER
18218 POWDER MILLSAN ANTONIOTX78257
SAMUEL AND LAURA DAWSON
3 CEYLONSAN ANTONIOTX78230
PAPE-DAWSON ENGINEERS HOLDINGS INC
2000 NW LOOP 410SAN ANTONIOTX78213

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5,571Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.