2024-11-06T12:39:12-06:00 2023-12-31 741550819 MELTON & MELTON LLP 6002 ROGERDALE RD SUITE 200 HOUSTON TX 77072 990PF 2023-01-01 746052983 DICKSON-ALLEN FOUNDATION DICK 3617982531 PO BOX 406 HALLETTSVILLE TX 779640406 JESSIE ALLEN AUTHORIZED TRUSTEE 3617982531 2024-11-06 1 0 JOHN BJORNGJELD CPA P01080718 2817591120 2023 2024-10-15 13:58:12Z X 130755277 X X 723923 723923 1404363 1404363 10386 10386 10386 899450 16400514 899450 10976876 10976876 14014998 14014998 61975 30987 30988 35220 17610 17610 420128 210064 210064 91169 91169 0 288869 161288 0 52971 26484 26487 950332 537602 285149 4159600 4159600 5109932 537602 4444749 8905066 13477396 12646435 16776563 16776563 444806 0 459789 444806 444806 34707954 36388356 59796655 17890750 21000269 28438293 2902082 2902082 25298960 68607010 77512076 130755277 0 0 X 1944866 1944866 0 0 66662144 75567210 68607010 77512076 68607010 77512076 68607010 8905066 0 77512076 0 77512076 GAIN/LOSS FROM PASSTHROUGHS P 41792 41792 41792 CAPITAL GAINS DISTRIBUTIONS P 8302 8302 8302 PUBLICLY TRADED SECURITIES P 16285424 15501064 784360 784360 LAND D 64996 64996 64996 899450 187336 0 187336 0 187336 236554 0 0 0 236554 X 0 49218 49218 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A JAMES R KOLOS CPA 3617985264 302 E SECOND HALLETTSVILLE TX 77964 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DUNHAM F JEWETT 2727 ALLEN PARKWAY SUITE 1700 HOUSTON TX 77019 TRUSTEE 6.00 0 0 0 JESSIE L ALLEN PO BOX 106 HALLETTSVILLE TX 77964 TRUSTEE 16.00 61975 0 0 CURTIS T VAUGHAN III PO BOX 17258 SAN ANTONIO TX 78217 TRUSTEE 2.00 0 0 0 ANNA ALLEN JOHNSON PO BOX 107 HALLETTSVILLE TX 77964 TRUSTEE 3.00 0 0 0 LUCAS W ALLEN PO BOX 102 HALLETTSVILLE TX 77964 TRUSTEE 2.00 0 0 0 NONE 0 FIDELITY 500 SALEM STREET SMITHFIELD RI 02917 INVESTMENT MANAGEMENT 185693 ALEX BROWN 5847 SAN FELIPE ST STE 3825 HOUSTON TX 77057 INVESTMENT MANAGEMENT 107563 US CAPITAL ADVISORS 4444 WESTHEIMER ROAD SUITE G500 HOUSTON TX 77027 INVESTMENT MANAGEMENT 71380 0 0 79684755 14097727 26100302 119882784 0 0 119882784 1798242 118084542 5904227 5904227 187336 364 187700 5716527 0 5716527 0 5716527 4444749 0 4444749 5716527 1688837 0 0 4444749 1688837 0 0 2755912 0 0 0 0 0 0 0 0 2960615 0 0 0 DICKSON-ALLEN FOUNDATION PO BOX 406 HALLETTSVILLE TX 77964 3617982531 1. NAME, MAILING ADDRESS, AND TELEPHONE NUMBER OF THE ORGANIZATION. 2. DESCRIPTION OF THE ORGANIZATION'S PURPOSE AND ACTIVITIES IN GENERAL. 3. AMOUNT REQUESTED AND EXPLANATION, IN DETAIL, HOW IT WILL BE USED. 4. STATEMENT AS TO WHETHER THE APPLICANT IS ORGANIZED AS A NONPROFIT ORGANIZATION UNDER STATE LAW. 5. PHOTOCOPY OF A RULING OR DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE. 6. IF AVAILABLE, ATTACH A COPY OF THE ORGANIZATION'S PROPOSED BUDGET FOR THE YEAR IN WHICH THE FUNDS ARE TO BE USED. 7. IF THIS GRANT WILL BE A SUBSTANTIAL AND MATERIAL PART OF THE TOTAL BUDGET, ATTACH A COPY OF THE LATEST INFORMATION RETURN FILED WITH THE INTERNAL REVENUE SERVICE. 8. STATEMENT AS TO WHETHER THE APPLICANT IS CONTROLLED BY, RELATED TO, CONNECTED WITH, OR SPONSORED BY ANOTHER ORGANIZATION, AND IF SO, IDENTIFY THE ORGANIZATION AND EXPLAIN THE RELATIONSHIP. 9. LIST THE NAME, ADDRESS, AND TITLE OF MEMBERS OF THE APPLICANT'S GOVERNING BOARD, AND NAME OF EACH PERSON TO CONTACT. DICKSON-ALLEN FOUNDATION'S ANNUAL MEETING IS HELD IN OCTOBER OR NOVEMBER OF EACH CALENDAR YEAR. MOST GRANTS APPROVED ARE FOR EDUCATIONAL, MEDICAL RESEARCH, AND MEDICAL FACILITY PURPOSES. HOWEVER, TO THE EXTENT FUNDS ARE AVAILABLE, GRANTS MAY BE MADE FOR OTHER PURPOSES. ARTS FOR RURAL TEXAS PO BOX 33 FAYETTEVILLE TX 78940 UNRESTRICTED OPERATING FUNDS 5000 BLINN COLLEGE FOUNDATION 902 COLLEGE AVE BRENHAM TX 77833 STUDENT SCHOLARSHIPS 20000 THE CENTER FOR PURSUIT 4400 HARRISBURG BLVD HOUSTON TX 77011 UNRESTRICTED OPERATING FUNDS 5000 CHEETHAM CEMETERY ASSOCIATION PO BOX 54 SHERIDAN TX 77475 UNRESTRICTED OPERATING FUNDS 5000 CITY CEMETERY ASSOCIATION PO BOX 62 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 DEWITT-LAVACA SPECIAL EDUCATION COOPERATIVE PO BOX 737 YOAKUM TX 77995 EQUIPMENT PURCHASE 46400 DEWITT-LAVACA SPECIAL OLYMPICS 2526 CR 436 YOAKUM TX 77995 UNRESTRICTED OPERATING FUNDS 10000 EZZELL ISD 20500 FM 531 HALLETSVILLE TX 77964 TECHNOLOGY UPDATE 16700 FOSTER PARENTS OF VICTORIA PO BOX 1593 VICTORIA TX 77902 UNRESTRICTED OPERATING FUNDS 30000 FRIENCH SIMPSON MEMORIAL LIBRARY 705 E FOURTH ST HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 17000 GARDENIA E JANSSEN ANIMAL SHELTER 240 SVOBODA LN LAGRANGE TX 78945 UNRESTRICTED OPERATING FUNDS 10000 GARWOOD VOLUNTEER FIRE DEPARTMENT PO BOX 131 GARWOOD TX 77442 EQUIPMENT PURCHASE 156600 GASLIGHT THEATRE INC PO BOX 223 SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 35000 GEIER-MERREM AMERICAN LEGION PO BOX 588 MOULTON TX 77975 FACILITY IMPROVEMENTS 45000 GOLDEN CRESCENT COURT APPOINTED SPECIAL ADVOCATES PO BOX 1627 VICTORIA TX 77902 UNRESTRICTED OPERATING FUNDS 10000 GONZALES REGIONAL CHILDREN'S ADVOCACY CENTER INC PO BOX 1925 GONZALES TX 78629 UNRESTRICTED OPERATING FUNDS 5000 HALLETT OAK FOUNDATION INC PO BOX 662 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 5000 HALLETTSVILLE ISD PO BOX 368 HALLETSVILLE TX 77964 AVID PROGRAM 100000 HALLETTSVILLE ISD PO BOX 368 HALLETSVILLE TX 77964 FACILITY IMPROVEMENTS 62500 HALLETTSVILLE ISD PO BOX 368 HALLETSVILLE TX 77964 FUTURE FARMERS OF AMERICA 3000 HALLETTSVILLE ISD PO BOX 368 HALLETSVILLE TX 77964 JOURNALISM CLASS 7000 HALLETTSVILLE ISD PO BOX 368 HALLETSVILLE TX 77964 VOCATIONAL AWARDS PROGRAM 3000 HALLETTSVILLE POLICE DEPARTMENT 104 E FOURTH ST HALLETSVILLE TX 77694 FACILITY IMPROVEMENTS 20000 HALLETTSVILLE VOLUNTEER FIRE DEPARTMENT PO BOX 84 HALLETSVILLE TX 77964 EQUIPMENT PURCHASE 136000 HOSPICE OF SOUTH TEXAS 605 E LOCUST AVE VICTORIA TX 77901 UNRESTRICTED OPERATING FUNDS 40000 HOUSTON BOTANIC GARDEN 8205 N BAYOU DR HOUSTON TX 77017 UNRESTRICTED OPERATING FUNDS 10000 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 UNRESTRICTED OPERATING FUNDS 10000 HOUSTON PARKS BOARD 300 N POST OAK LN HOUSTON TX 77024 BAYOU GREENWAYS PROJECT 2500 HOUSTON YOUTH SYMPHONY 4550 POST OAK PLACE DR STE 245 HOUSTON TX 77027 UNRESTRICTED OPERATING FUNDS 20000 HOUSTON ZOO 1513 CAMBRIDGE ST HOUSTON TX 77030 UNRESTRICTED OPERATING FUNDS 2500 KNIGHTS OF COLUMBUS COUNCIL #2433 PO BOX 46 HALLETSVILLE TX 77964 FACILITY IMPROVEMENTS 50000 LAVACA ASSISTANCE MINISTRY BODY PO BOX 232 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 35000 LAVACA COUNTY 4-H PROGRAM 300 S LAGRANGE ST HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 3000 LAVACA COUNTY EMS 906 N TEXANA ST HALLETSVILLE TX 77964 EQUIPMENT PURCHASE 200000 LAVACA COUNTY HISTORICAL COMMISSION PO BOX 811 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 12000 LAVACA COUNTY JUVENILE PROBATION DEPARTMENT PO BOX 330 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 LAVACA COUNTY PRESS GANG PO BOX 1892 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 LAVACA COUNTY SENIOR CITIZENS PO BOX 531 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 100000 LAVACA EXPOSITION ASSOCIATION PO BOX 743 HALLETSVILLE TX 77964 FACILITY IMPROVEMENTS 98250 LAVACA EXPOSITION ASSOCIATION PO BOX 743 HALLETSVILLE TX 77964 STUDENT SCHOLARSHIPS 20000 LAVACA HISTORICAL MUSEUM PO BOX 296 HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 65000 LAVACA HOME ECONOMICS COMMITTEE TEXAS AGRILIFE EXTENSION SERVICE 300 S LAGRANGE ST HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 5000 LAVACA MEDICAL CENTER 1400 N TEXANA ST HALLETSVILLE TX 77964 EQUIPMENT PURCHASE 344300 LUCIE'S PROJECT PO BOX 325 SHERIDAN TX 77475 UNRESTRICTED OPERATING FUNDS 51000 MCNAY ART MUSEUM PO BOX 6069 SAN ANTONIO TX 78209 UNRESTRICTED OPERATING FUNDS 25000 MEMORIAL PARK CONSERVANCY 7575 N PICNIC LN HOUSTON TX 77007 UNRESTRICTED OPERATING FUNDS 2500 MORGAN'S WONDERLAND 5210 THOUSAND OAKS DR STE 1318 SAN ANTONIO TX 78233 UNRESTRICTED OPERATING FUNDS 50000 MOULTON CITY PARK PO BOX 369 MOULTON TX 77975 UNRESTRICTED OPERATING FUNDS 1500 MOULTON VOLUNTEER FIRE DEPARTMENT PO BOX 31 MOULTON TX 77975 EQUIPMENT PURCHASES 85800 MYRTLE CEMETERY ASSOCIATION PO BOX 143 ROCK ISLAND TX 77470 UNRESTRICTED OPERATING FUNDS 10000 NAVY SEAL DANNY DIETZ FOUNDATION PO BOX 491 SIMONTON TX 77476 UNRESTRICTED OPERATING FUNDS 5000 NAVY SEAL FOUNDATION 1619 D ST VIRGINIA BEACH VA 23459 UNRESTRICTED OPERATING FUNDS 5000 NATIVE PRAIRIES ASSOCIATION OF TEXAS PO BOX 1101 MANCHACA TX 78652 UNRESTRICTED OPERATING FUNDS 40000 PINE COVE INC PO BOX 9000 TYLER TX 75711 UNRESTRICTED OPERATING FUNDS 10000 PLEASANT HILL MISSIONARY BAPTIST CHURCH 505 N MAIN ST HALLETTSVILLE TX 77964 FACILITY IMPROVEMENTS 30000 PROVIDECE CHRISTIAN ACADEMY 2454 CR 319 YOAKUM TX 77995 FACILITY IMPROVEMENTS 12000 REMEMBER THE ALAMO FOUNDATION 321 ALAMO PLAZA STE 300 SAN ANTONIO TX 78205 UNRESTRICTED OPERATING FUNDS 10000 THE RIDING THERAPY CENTER PO BOX 462 NURSERY TX 77976 UNRESTRICTED OPERATING FUNDS 12000 ROUND TOP FESTIVAL INSTITUTE PO BOX 89 ROUND TOP TX 78954 UNRESTRICTED OPERATING FUNDS 15000 SACRED HEART CATHOLIC SCHOOL 313 S TEXANA ST HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 320000 SAN ANTONIO ACADEMY 117 E FRENCH PLACE SAN ANTONIO TX 78212 UNRESTRICTED OPERATING FUNDS 10000 SAN ANTONIO BOTANICAL SOCIETY PO BOX 6569 SAN ANTONIO TX 78209 UNRESTRICTED OPERATING FUNDS 35000 SAN ANTONIO CHILDREN'S MUSEUM 2800 BROADWAY SAN ANTONIO TX 78209 UNRESTRICTED OPERATING FUNDS 20000 SAY SI 1310 S BRAZOS ST SAN ANTONIO TX 77964 UNRESTRICTED OPERATING FUNDS 20000 SHERIDAN COMMUNITY CENTER PO BOX 262 SHERIDAN TX 77475 FACILITY IMPROVEMENTS 115000 SHERIDAN MEMORIAL LIBRARY PO BOX 274 SHERIDAN TX 77475 UNRESTRICTED OPERATING FUNDS 5000 SHINER CITY CEMENTERY ASSOCIATION PO BOX 1535 SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 5000 SHINER EDWIN WOLTERS MEMORIAL MUSEUM PO BOX 308 SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 6700 SHINER PUBLIC LIBRARY 115 E WOLTERS/SECOND STREET SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 1000 SOUTH TEXAS CHILDREN'S HOME PO BOX 1210 BEEVILLE TX 78104 UNRESTRICTED OPERATING FUNDS 35000 SOUTH TEXAS SPARKLES 3277 US HWY 90A-W SHINER TX 77984 UNRESTRICTED OPERATING FUNDS 5000 SUNFLOWER WELLNESS 304 N TEXANA STE A HALLETSVILLE TX 77964 UNRESTRICTED OPERATING FUNDS 10000 SWEET HOME VOLUNTEER FIRE DEPARTMENT PO BOX 321 SWEET HOME TX 77987 EQUIPMENT PURCHASE 58650 ST JOHNS SCHOOL 2401 CLAREMONT LN HOUSTON TX 77019 UNRESTRICTED OPERATING FUNDS 20000 ST MARY'S HALL 9401 STARCREST DR SAN ANTONIO TX 78217 UNRESTRICTED OPERATING FUNDS 10000 ST PHILIP CATHOLIC SCHOOL 302 W CHURCH ST EL CAMPO TX 77437 UNRESTRICTED OPERATING FUNDS 15000 TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION PO BOX 11020 COLLEGE STATION TX 77842 STUDENT SCHOLARSHIPS 15000 TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 OLIVE RESEARCH 140000 TEXAS A&M UNIVERSITY COLLEGE OF VETERINARY MEDICINE & BIOMEDICAL SCIENCES 4461 TAMU COLLEGE STATION TX 77843 STUDENT SCHOLARSHIPS 50000 TEXAS HIGH SCHOOL RODEO ASSOCIATION PO BOX 409 TENAHA TX 75974 STUDENT SCHOLARSHIPS 16000 TEXAS TECH FOUNDATION TEXAS TECH SCHOOL OF VETERINARY MEDICINE 7671 EVANS DR AMARILLO TX 79106 STUDENT SCHOLARSHIPS 50000 THE TOBIN CENTER FOR THE PERFORMING ARTS 115 AUDITORIUM CIRCLE SAN ANTONIO TX 78205 UNRESTRICTED OPERATING FUNDS 125000 THE TRUST FOR PUBLIC LAND 101 MONTGOMERY ST STE 900 SAN FRANCISCO CA 94104 UNRESTRICTED OPERATING FUNDS 5000 THE VICTORIA COLLEGE FOUNDATION 2200 E RED RIVER VICTORIA TX 77901 STUDENT SCHOLARSHIPS 142000 THE WITTE MUSEUM 3801 BROADWAY SAN ANTONIO TX 78209 UNRESTRICTED OPERATING FUNDS 250000 TMI THE EPISCOPAL SCHOOL OF TEXAS 20955 W TEJAS TRAIL SAN ANTONIO TX 78257 UNRESTRICTED OPERATING FUNDS 10000 TEXAS TEAMS FOUNDATION 5826 NEW TERRITORY BLVD 825 SUGAR LAND TX 77479 UNRESTRICTED OPERATING FUNDS 5000 TRINITY UNIVERSITY ONE TRINITY PLACE SAN ANTONIO TX 78212 UNRESTRICTED OPERATING FUNDS 227900 TURTLE WING FOUNDATION PO BOX 631 SCHULENBURG TX 78956 UNRESTRICTED OPERATING FUNDS 35000 UNIVERSITY OF HOUSTON-VICTORIA 3007 N BEN WILSON VICTORIA TX 77901 STUDENT SCHOLARSHIPS 25000 UNIVERSITY OF TEXAS-SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 YOUNG ARTIST PROGRAM 10000 UNIVERSITY OF TEXAS-SAN ANTONIO COLLEGE OF SCIENCES ONE UTSA CIRCLE SAN ANTONIO TX 78249 UNRESTRICTED OPERATING FUNDS 25000 WHARTON CEMENTERY ASSOCIATION INC PO BOX 681 WHARTON TX 77488 CEMENTERY PRESERVATION 20000 WHARTON COUNTY JR COLLEGE FOUNDATION PO BOX 28 WHARTON TX 77488 STUDENT SCHOLARSHIPS 30000 WILDLIFE IN FOCUS 711 N CARANCHAHUA STE 120 CORPUS CHRISTI TX 78401 UNRESTRICTED OPERATING FUNDS 18000 WILLIAM MARSH RICE UNIVERSITY PO BOX 1892 HOUSTON TX 77251 UNRESTRICTED OPERATING FUNDS 5000 YOAKUM COMMUNITY HOSPITAL NEW HORIZONS COUNSELING PROGRAM 1200 CARL RAMERT DR STE B YOAKUM TX 77995 UNRESTRICTED OPERATING FUNDS 20000 YOAKUM EMS PO BOX 738 YOAKUM TX 77995 EQUIPMENT PURCHASE 22200 YOAKUM MEMORIAL ASSOCIATION PO BOX 927 YOAKUM TX 77995 UNRESTRICTED OPERATING FUNDS 25000 YOAKUM VOLUNTEER FIRE DEPARTMENT PO BOX 101 YOAKUM TX 77995 EQUIPMENT PURCHASE 31600 4159600 0 14 723923 14 1404363 16 10386 18 899450 OIL & GAS ROYALTIES 15 11070323 PASSTHROUGH INCOME 525990 14 -93447 LEASE BONUS 16 0 GRANTS RETURNED 16 0 0 14014998 0 14014998 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 35220 17610 17610 REQUESTS FOR GRANTS FORM 990-PF, PAGE 10, PART XIV, LINE 2 REQUESTS FOR GRANTS GRANTS/CONTRIBUTIONS PAID IN 2023 FORM 990-PF, PAGE 10, PART XIV, LN 2A SCHEDULE ATTACHED KARNES COUNTY NATIONAL BANK 2000 150000 INDUSTRY BANCSHARES INC. 5849 977664 FARMER'S CO-OP ASSOCIATION - SHINER, TX 25 25 STUDEMAN ROYALTY OIL CO. 100 100 CAPITAL ADVISORS PORTFOLIO 7404224 12225751 BERNSTEIN PORTFOLIO 1418360 1632032 ALEX BROWN 7675U384 9653893 16541776 FIDELITY PORTFOLIO 16813686 27002856 ABFS OPP CAYMAN FUND LP 1090219 1266451 ALLIANCEBERNSTEIN EUROPEAN OPP SER AT COST 2929693 3512934 STANLEY PARTNERS FUND, LP AT COST 4972802 10669491 JP MORGAN AT COST 7811979 8742312 ALKEON AT COST 1980898 2005000 SCHWAB AT COST 1304757 1503243 CAMBRIAN GLOBAL FUND AT COST 1000000 1000000 RBC 326-82570 AT COST 1000140 1005313 REAL ESTATE AND MINERAL INTERESTS 2902082 2902082 25298960 BANK FEES 55 27 28 DUES & SUBSCRIPTIONS 1630 815 815 INSURANCE 4045 2022 2023 OFFICE EXPENSES 87 43 44 OTHER PASSTHROUGH EXPENSES 47154 23577 23577 OIL & GAS ROYALTIES 11070323 11070323 11070323 PASSTHROUGH INCOME -93447 -93447 -93447 INVESTMENT FEES 420128 210064 210064 AD VALOREM TAXES 161288 161288 0 EXCISE TAX 127581 0 0