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DALKYS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DALKYS FOUNDATION (EIN 03-0373301)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-28
IRS object ID
202423029349101037
Schema version
2023v5.1
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)
Return2024-10-28T13:23:29-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741695148PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HunterFarrisMallett & Townsend PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17600 W Tidwell Suite 306AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77040ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030373301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DALKYS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDALKBusinessNameControlTxt
Phone7138165886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2532AddressLine1Txt
CityBOERNECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID R MILLERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBradley R TownsendPreparerPersonNm
PTINP01368917PTIN
Phone7134609900PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$105InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$105InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$105InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,678DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,678DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$77,242NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$223,906GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,242CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$89,025TotalRevAndExpnssAmt
Total Net Invst Incm$89,025TotalNetInvstIncmAmt
Total Adj Net Incm$11,783TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$196,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$196,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$197,550TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$196,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$108,525ExcessRevenueOverExpensesAmt
Net Investment Income$89,025NetInvestmentIncomeAmt
Adjusted Net Income$11,783AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$65,015CashBOYAmt
Cash EOY$22,604CashEOYAmt
Corporate Stock BOY$844,973CorporateStockBOYAmt
Corporate Stock EOY$778,859CorporateStockEOYAmt
Total Assets BOY$909,988TotalAssetsBOYAmt
Total Assets EOY$801,463TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$909,988NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$801,463NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$909,988TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$801,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$909,988TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$801,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$909,988TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$108,525ExcessRevenueOverExpensesAmt
Subtotal$801,463SubtotalAmt
Tot Net Ast Or Fund Balances EOY$801,463TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyDATA AVAILABLE UPON REQUESTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2001-01-01AcquiredDt
Sold2023-06-15SoldDt
Gross Sales Price$223,906GrossSalesPriceAmt
Cost Or Other Basis$146,664CostOrOtherBasisAmt
Gain Or Loss$77,242GainOrLossAmt
Gains Minus Excess Or Losses$77,242GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$77,242CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,237InvestmentIncomeExciseTaxAmt
Subtotal$1,237SubtotalAmt
Tax Based On Investment Income$1,237TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$750EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$750TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Tax Due$495TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LISA MILLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7134682859PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2532AddressLine1Txt
CityBOERNECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78006ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID R MILLER
PO BOX 2532BOERNETX78006President0.00$0
LISA E MILLER
PO BOX 2532BOERNETX78006Vice President0.00$0
GEORGE E JOCHETZ
12323 RIP VAN WINKLEHOUSTONTX77024Vice President0.00$0
KYLE D MILLER
1106 BEN HURHOUSTONTX77024Treasurer0.00$0
SCOTT T MILLER
325 NE 4TH STREETNORTH BENDWA98045Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$1,237TaxBasedOnInvestmentIncomeAmt
Total Tax$1,237TotalTaxAmt
Distributable Before Adj$1,237DistributableBeforeAdjAmt
Distributable Before Ded$1,237DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$196,600ExpensesAndContributionsAmt
Qualifying Distributions$196,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$110,750ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$96,950ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$115,150ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$120,100ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$490,950TotalExcessDistributionCyovAmt
Qualifying Distributions$196,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$196,600RemainingDistriFromCorpusAmt
Total Corpus$687,550TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$110,750ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$576,800ExcessDistriCyovToNextYrAmt
Excess From Year4$96,950ExcessFromYear4Amt
Excess From Year3$115,150ExcessFromYear3Amt
Excess From Year2$120,100ExcessFromYear2Amt
Excess From Year1$48,000ExcessFromYear1Amt
Excess From Current Year$196,600ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID R MILLERContributingManagerNm
Contributing ManagerLISA E MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHAPPELWOOD UNITED METHODIST CHURCH
11140 GREENBAY DRIVEHOUSTONTX77024NONENCFELLOWSHIP, MINISTRY$120,200
MEMORIAL ASSISTIANCE MINISTRIES
1625 BLALOCK ROADHOUSTONTX77080NONENCMINISTRY TO THE POOR$25,100
NATIONAL MULTIPLE SCLEROSIS SOCIETY
8111 N STADIUM DR STE 100HOUSTONTX77054NONENCMEDICAL RESEARCH$1,000
THE RISE SCHOOL OF HOUSTON
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021NONENCMINISTRY & FELLOWSHIP$500
SIGHT INTO SOUND
3935 ESSEX LANEHOUSTONTX77027NONENCSUPPORT THE BLIND$500
CONVENANT HOUSE
461 EIGHTH STREETNEW YORKNY10001NONENCSUPPORT YOUTH$500
SPRING SPIRIT
PO BOX 550549HOUSTONTX77255NONENCMINISTRY AND FELLOWSHIP$33,100
CIBOLO CONSERVANCY
25 SPRING CREEK RDBOERNETX78006NONENCLAND CONSERVATION$2,000
BELONG KITCHEN
9655 KATY FWY SUITE 3105HOUSTONTX77024NONENCSUPPORT CHALLENGED YOUTH$5,000
VALLEY OAKS PTA
8390 WESTVIEW DRHOUSTONTX77055NONENCEDUCATIONAL$3,500
ALLMAKER SCHOLORSHIP
1106 2ND ST NWWAUKONIA52172NONENCSCHOLARSHIP$5,000
BERGHEIM VOLUNTEER FIRE DEPARTMENT
1 OLD CURRY CREEK ROADBOERNETX78006NONENCPUBLIC SUPPORT$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$196,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$105RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,678RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$77,242RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$89,025RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,025TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt