MARY LOUISE DOBSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARY LOUISE DOBSON FOUNDATION (EIN 76-0690889)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349104293
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2026-05-12T07:19:01-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | Executive Director | PersonTitleTxt |
| Phone | 9795332441 | PhoneNum |
| Signature | 2026-05-12 | 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 | 2026-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $18,489,918 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60,426 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,426 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $323,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $624,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,802,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $624,198 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,997 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,997 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,055,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,054,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,565 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,985 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,756 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,327 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,429 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $990 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,965 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,061 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,900 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,450 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,450 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $194 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $194 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,331 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,971 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $282,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $574,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $574,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $856,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $675,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $198,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $878,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,286 | CashBOYAmt |
| Cash EOY | $116,526 | CashEOYAmt |
| Cash EOYFMV | $116,526 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $485,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,348 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $630,919 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $695,633 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $706,053 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,911,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,650,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,917,156 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $759,458 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $750,366 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $761,893 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $2,260,880 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,260,800 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,260,800 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,422,326 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,489,115 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,470,142 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,568,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,220,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,489,918 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,185,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,185,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $13,382,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,035,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,567,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,220,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,568,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,220,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,567,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $198,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $454,084 | OtherIncreasesAmt |
| Subtotal | $15,220,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,220,435 | 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 | $2,625,438 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,178,135 | CostOrOtherBasisAmt |
| Gain Or Loss | $447,303 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $447,303 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $624,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,215 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,215 | SubtotalAmt |
| Tax Based On Investment Income | $12,215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,200 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $7,015 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | Yes (true) | 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 |
| 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Abby King | |||||||
| PO Box 588 | Wharton | TX | 77488 | Exec Dir | 035.00 | $98,550 | $7,756 |
| 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 | $61,925 | 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 | $13,561,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,203,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,076,759 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,076,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,151 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,805,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $890,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $890,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,215 | TotalTaxAmt |
| Distributable Before Adj | $878,065 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $878,065 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $878,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $675,207 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $675,207 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $878,065 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $7,994 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,488 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $675,207 | QualifyingDistributionsAmt |
| Applied To Current Year | $675,207 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $202,858 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $202,858 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,589 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $78,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,624 | ExcessFromYear2Amt |
| Excess From Year1 | $69,965 | ExcessFromYear1Amt |
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 should 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 StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Heart Association | ||||||
| 10060 Buffalo Speedway | Houston | TX | 77054 | PC | Purchase equipment, training | $5,000 |
| Boys & Girls Club-Greater Houston | ||||||
| 815 Crosby Street | Houston | TX | 77019 | PC | General Operating-Wharton Campus | $300,000 |
| 20th Century Technology Museum | ||||||
| PO Box 868 | Wharton | TX | 77488 | PC | General Operating Support | $15,141 |
| Blessing Cup Storehouse | ||||||
| PO Box 533 | El Campo | TX | 77437 | PC | Upgrade Interior lighting | $15,350 |
| Boys & Girls Club of El Campo | ||||||
| PO Box 449 | El Campo | TX | 77437 | PC | General Operations | $25,000 |
| Boys & Girls Club-Palacios | ||||||
| PO Box 843 | Palacios | TX | 77465 | PC | General Operations | $10,000 |
| Houston Brass Band | ||||||
| 12506 Shephard Ridge Cr | Houston | TX | 77077 | PC | Student Instruction | $3,500 |
| Just Do It Now Inc | ||||||
| PO Box 787 | Wharton | TX | 77488 | PC | General Operations | $30,000 |
| WCJC-Pioneer Country Store | ||||||
| 911 Boling Hwy | Wharton | TX | 77488 | PC | General Operations | $5,000 |
| Scholarships for Wharton Ag Students | ||||||
| 213 N Richmond Rd | Wharton | TX | 77488 | PC | Scholarships | $10,700 |
| Texas Hearing Institute | ||||||
| 3100 Shenandoah | Houston | TX | 77021 | PC | Provide Thearapy for 24 Wharton Co children | $7,840 |
| Wharton Police Officer Assoc | ||||||
| PO Box 127 | Boling | TX | 77420 | PC | Blue Santa 2026 | $15,000 |
| Wharton ISD-Advisor | ||||||
| 2100 N Fulton St | Wharton | TX | 77488 | GOV | Part time college career advisor | $17,157 |
| Wharton ISD-ROAR | ||||||
| 2100 N Fulton St | Wharton | TX | 77488 | GOV | Provide dual credit courses | $30,000 |
| Wharton County Junior College | ||||||
| 911 Boling Hwy | Wharton | TX | 77488 | GOV | Scholarships | $24,000 |
| Wharton ISD-CIS | ||||||
| 2100 N Fulton St | Wharton | TX | 77488 | GOV | Community in Schools Program | $25,000 |
| Girl Scouts of San Jacinto | ||||||
| 3110 Southwest Freeway | Houston | TX | 77098 | PC | Summer Camp 2026 | $6,500 |
| 1st United Methodist Church-Wharton | ||||||
| 1717 Pioneer Ave | Wharton | TX | 77488 | PC | Youth Program Assistance | $1,000 |
| Plaza Theatre | ||||||
| PO Box 1067 | Wharton | TX | 77488 | PC | Fundraiser support | $1,000 |
| Wharton Lion's Club | ||||||
| PO Box 106 | Wharton | TX | 77488 | PC | Fundraiser support | $1,000 |
| Oak Bend Medical Center | ||||||
| 1705 Jackson St | Richmond | TX | 77469 | PC | General Operations | $1,000 |
| Team Wharton Inc | ||||||
| PO Box 588 | Wharton | TX | 77488 | PC | General Operations | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $574,188 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,426 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,850 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $45,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $624,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,054,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,054,471 | 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 | $4,950 | Amt |
| Net Investment Income | $3,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $990 | 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 | $750,366 | EOYBookValueAmt |
| EOYFMV | $761,893 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments-corporate stock | StockNm |
| EOY Book Value | $9,650,647 | EOYBookValueAmt |
| EOYFMV | $12,917,156 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Farm land | CategoryOrItemTxt |
| Book Value | $2,260,800 | BookValueAmt |
| EOYFMV | $2,260,800 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Walton U S Land Fund 5 LP Capital Account | $58,962 | $63,505 | $63,338 |
| Hall Ranch P/S Captial Account | $54,378 | $27,660 | $27,660 |
| Team Wharton Inc Endowment | $1,308,986 | $1,397,950 | $1,379,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Insurance-liability | $1,445 | $1,445 | |
| Dues | $4,120 | $4,120 | |
| Office Supplies | $3,372 | $1,686 | $1,686 |
| Office bookkeeping | $27,996 | $8,399 | $19,597 |
| ADR fee | $48 | $48 | |
| Office Technology | $2,138 | $2,138 | |
| Promotion | $1,183 | $1,183 | |
| Office moving expense | $675 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Royalties | $2,963 | $2,963 |
| Shut in Royalty | $199 | $199 |
| Walton Land LP Net LT Cap Gain | $4,536 | $4,536 |
| Hall Ranch P/S Income | $38,282 | $38,282 |
| Walton Land LP Other Income | $17 | $17 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax difference | Desc |
| Amt | $454,084 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| BOY Book Value | $1,000 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management fees | CategoryTxt |
| Amt | $103,965 | Amt |
| Net Investment Income | $103,965 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $5,200 | |
| Foreign tax | $7,819 | $7,819 |
| Ad valorem taxes | $30 | $30 |
| Production taxes | $212 | $212 |