MARY LOUISE DOBSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARY LOUISE DOBSON FOUNDATION (EIN 76-0690889)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-14
- IRS object ID
- 202541959349100209
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-14T10:25:50-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760115749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judy Macha Brown CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7727 FM 1301 RD | AddressLine1Txt |
| City | Wharton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760690889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Louise Dobson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Abby King | InCareOfNm |
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9795332441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 588 | AddressLine1Txt |
| City | Wharton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77488 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Abby King | PersonNm |
| Person Title | Exec Director | PersonTitleTxt |
| Phone | 9795332441 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Judy M Brown | PreparerPersonNm |
| PTIN | P01465708 | PTIN |
| Phone | 7137243167 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,187,907 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $55,069 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,069 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $295,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $295,773 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $66,072 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $66,072 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $66,072 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,229,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,934,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,229,386 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,285 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,285 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,650,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,650,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,500 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,040 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,101 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,345 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,636 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,221 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,850 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,871 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,871 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,307 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,307 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,422 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,428 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $275,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $735,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $735,882 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,011,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $825,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $638,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,473,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $467,717 | CashBOYAmt |
| Cash EOY | $97,286 | CashEOYAmt |
| Cash EOYFMV | $97,286 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,257,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $485,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $485,845 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $630,919 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $625,352 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,834,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,911,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,565,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $759,458 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $755,440 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $2,260,800 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,260,880 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,260,800 | LandBldgInvestmentsEOYFMVAmt |
| Land BOY | $5,961,768 | LandBOYAmt |
| Land EOY | $1,422,326 | LandEOYAmt |
| Land EOYFMV | $1,398,041 | LandEOYFMVAmt |
| Total Assets BOY | $13,782,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,568,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,187,907 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,123 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Capital Stock BOY | $1,185,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,185,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $12,593,456 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,382,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,778,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,567,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,782,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,568,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,778,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $638,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150,337 | OtherIncreasesAmt |
| Subtotal | $14,567,621 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,567,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | publicly traded securities | PropertyDesc |
| Gross Sales Price | $3,796,090 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,704,938 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,091,152 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,091,152 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,229,386 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,487 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,487 | SubtotalAmt |
| Tax Based On Investment Income | $20,487 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $20,487 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | marylouisedobsonfoundation.org | WebsiteAddressTxt |
| Individual With Books | Abby King | IndividualWithBooksNm |
| Phone | 9795332441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 588 | AddressLine1Txt |
| City | Wharton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Abby King | ||||||
| PO Box 588 | Wharton | TX | 77488 | Exec Dir | 035.00 | $90,000 |
| Jimmy Schulz | ||||||
| PO Box 588 | Wharton | TX | 77488 | President | 001.00 | $0 |
| Don Hillis | ||||||
| PO Box 588 | Wharton | TX | 77488 | Treas Dr | 001.00 | $0 |
| Ron Sanders | ||||||
| PO Box 588 | Wharton | TX | 77488 | Director | 001.00 | $0 |
| Sarah Armour | ||||||
| PO Box 588 | Wharton | TX | 77488 | Sec Dir | 001.00 | $0 |
| Jane Dobson | ||||||
| PO Box 588 | Wharton | TX | 77488 | VP Dir | 001.00 | $0 |
| Dwight D King | ||||||
| PO Box 588 | Wharton | TX | 77488 | Director | 001.00 | $0 |
| John Dettling | ||||||
| PO Box 588 | Wharton | TX | 77488 | Director | 001.00 | $0 |
| Terence Ward | ||||||
| PO Box 588 | Wharton | TX | 77488 | Director | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 505 MAC H0006-092 | AddressLine1Txt |
| City | Saint Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Manager | ServiceTypeTxt |
| Compensation | $58,088 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,843,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,373,157 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,758,792 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,758,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,522,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $776,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $776,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,487 | TotalTaxAmt |
| Distributable Before Adj | $755,634 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $755,634 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $755,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $825,599 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $825,599 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $755,634 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $7,994 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $211,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $825,599 | QualifyingDistributionsAmt |
| Applied To Current Year | $755,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,965 | RemainingDistriFromCorpusAmt |
| Total Corpus | $281,447 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $281,447 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,994 | ExcessFromYear2Amt |
| Excess From Year1 | $203,488 | ExcessFromYear1Amt |
| Excess From Current Year | $69,965 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mary Louise Dobson Foundatiion | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 588 | AddressLine1Txt |
| City | Wharton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9795332441 | RecipientPhoneNum |
| Recipient Email Address | hellomarylouisedobsonfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Applicants sould include a one page description of the project and documentation of the tax status of the organization 501c3 letter. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | continous | SubmissionDeadlinesTxt |
| Restrictions On Awards | Limited to 501c3 organizations | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Boys & Girls Club-Greater Houston | ||||||
| 815 Corsby St | Houston | TX | 77019 | PC | General operations | $349,360 |
| Just Do It Now Inc | ||||||
| PO Box 787 | Wharton | TX | 77488 | PC | General operations | $31,500 |
| Boys& Girls Club of El Campo | ||||||
| 713 Fahrenthold St | El Campo | TX | 77437 | PC | General operations | $15,000 |
| Friends of Wharton Texas Animal Control | ||||||
| 1390 CR 467 | Wharton | TX | 77488 | PC | General assistance | $2,500 |
| Firl Scouts of San Jacinto Council | ||||||
| 3110 Southwest Freeway | Houston | TX | 77098 | PC | Summer camp of 50 girls | $6,500 |
| Hesed House of Wharton | ||||||
| 421 West Colorado St | Wharton | TX | 77488 | PC | Hurricane Beryl assistance | $1,000 |
| Institute For Civility In Government | ||||||
| PO Box 41804 | Houston | TX | 77241 | PC | DC trip for 10 students | $2,000 |
| Billie H Jones Leadership Academy | ||||||
| 912 Pecan Valley Dr | Wharton | TX | 77488 | PC | General operations | $25,000 |
| Matagorda County Crisis Center | ||||||
| 3010 6th St | Bay City | TX | 77414 | PC | New location construction | $30,000 |
| OakBend Medical Center | ||||||
| 1705 Jackson St | Richmond | TX | 77469 | PC | Wharton Campus elevatorqq | $71,500 |
| Pioneer Country Store | ||||||
| 911 Boling Highway | Wharton | TX | 77488 | PC | Food Hygiene Pantry | $5,000 |
| The Plaza Theatre Inc | ||||||
| PO Box 1067 | Wharton | TX | 77488 | PC | Opera to Go youth program | $1,920 |
| Restoration City Inc | ||||||
| PO Box 134 | Hungerford | TX | 77448 | PC | Connect Youth Program | $22,400 |
| Wharton Co Stray Pet Outreach Team | ||||||
| PO Box 584 | Wharton | TX | 77488 | PC | General assistance | $2,500 |
| St Philip the Apostle Catholic School | ||||||
| 302 W Church St | El Campo | TX | 77437 | PC | Upgrade classroom technology | $20,000 |
| Scholarships for Wharton Ag Students (SWAG) | ||||||
| 213 North Richmond Rd | Wharton | TX | 77488 | PC | Ag students scholarships | $10,000 |
| Wharton County Junior College | ||||||
| 911 bjoling Highway | Wharton | TX | 77488 | PC | Scholarship program | $24,000 |
| Wharton Chamber of Commerce | ||||||
| 255 North Richmond Rd | Wharton | TX | 77488 | PC | Banquet sponsor, remodel | $2,070 |
| Wharton High School | ||||||
| 2100 North Fulton St | Wharton | TX | 77488 | PC | ROAR Academy,Counselor position | $63,632 |
| Wharton Police Officer Academy | ||||||
| PO Box 127 | Wharton | TX | 77488 | PC | 2024 Bue Santa | $15,000 |
| Wharton Rotary Charity | ||||||
| PO Box 303 | Wharton | TX | 77488 | PC | Veterans Memorial Project | $5,000 |
| Team Wharton Inc | ||||||
| PO Box 588 | Wharton | TX | 77488 | Projects in Wharton | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $735,882 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,069 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,773 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $66,072 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,229,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,650,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,650,585 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $4,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,040 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Publicly traded corporate bonds | BondNm |
| EOY Book Value | $759,458 | EOYBookValueAmt |
| EOYFMV | $755,440 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments-corporate stock | StockNm |
| EOY Book Value | $8,911,907 | EOYBookValueAmt |
| EOYFMV | $11,565,143 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Farm land | CategoryOrItemTxt |
| Book Value | $2,260,880 | BookValueAmt |
| EOYFMV | $2,260,800 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Walton Land | $58,962 | $58,962 |
| Hall Ranch Partnership | $54,378 | $54,378 |
| Team Wharton Inc Endowment | $1,308,986 | $1,284,701 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consultation | CategoryTxt |
| Legal Fees | $7,500 | LegalFeesAmt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance-liability | $1,445 | $1,445 | |
| Insurance-workmens comp | $237 | $166 | $71 |
| Dues | $174 | $120 | $54 |
| Office Supplies | $2,985 | $597 | $2,388 |
| Office bookkeeping | $27,000 | $8,100 | $18,900 |
| Bank charges | $10 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Royalties | $3,285 | $3,285 |
| Exploration fee | $1,000 | $1,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book value and FMV adjustments | Desc |
| Amt | $150,337 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| BOY Book Value | $4,123 | BOYBookValueAmt |
| EOY Book Value | $1,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management fees | CategoryTxt |
| Amt | $100,101 | Amt |
| Net Investment Income | $100,101 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $7,459 | $2,238 | $5,221 |
| Foreign tax | $8,135 | $8,135 | |
| Ad valorem taxes | $30 | $30 | |
| Production taxes | $233 | $233 | |
| EXcise Taxes | $9,488 |