Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DICKSON-ALLEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 406
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HALLETTSVILLE, TX779640406
A Employer identification number

74-6052983
B Telephone number (see instructions)

(361) 798-2531
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$151,515,877J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 963,562 963,562  
4 Dividends and interest from securities... 1,605,817 1,605,817  
5a Gross rents............ 27,526 27,526  
b Net rental income or (loss) 27,526
6a Net gain or (loss) from sale of assets not on line 10 5,555,554
b Gross sales price for all assets on line 6a 27,996,069
7 Capital gain net income (from Part IV, line 2)... 5,555,554
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,888,176 6,888,176  
12 Total. Add lines 1 through 11........ 15,040,635 15,040,635  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 30,000   30,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,535 18,767   18,768
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
519,972 259,986   259,986
17 Interest............... 159,371 159,371   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
425,504 175,115   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,024 32,510   32,514
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,267,406 675,749   341,268
25 Contributions, gifts, grants paid....... 4,990,410 4,990,410
26 Total expenses and disbursements. Add lines 24 and 25 6,257,816 675,749   5,331,678
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,782,819
b Net investment income (if negative, enter -0-) 14,364,886
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   3 3
2 Savings and temporary cash investments......... 16,776,563 13,461,989 13,461,989
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow429,054
Less: allowance for doubtful accounts right arrow0 444,806 429,054 429,054
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 36,388,356 Click to see attachment
List of Attached Documents:
// Content
42,284,401 		71,546,601
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,000,269 Click to see attachment
List of Attached Documents:
// Content
27,232,511 		36,874,908
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,902,082 		Click to see attachment
List of Attached Documents:
// Content
2,886,937 		Click to see attachment
List of Attached Documents:
// Content
29,203,322
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 77,512,076 86,294,895 151,515,877
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,944,866 1,944,866
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 75,567,210 84,350,029
29 Total net assets or fund balances (see instructions)..... 77,512,076 86,294,895
30 Total liabilities and net assets/fund balances (see instructions). 77,512,076 86,294,895
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
77,512,076
2
Enter amount from Part I, line 27a .....................
2
8,782,819
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
86,294,895
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
86,294,895
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a GAIN/LOSS FROM PASSTHROUGHS P    
b CAPITAL GAINS DISTRIBUTIONS P    
c PUBLICLY TRADED SECURITIES P    
d LAND D    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     359,405 -359,405
b 101,380     101,380
c 27,816,848   22,065,965 5,750,883
d 77,841   15,145 62,696
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -359,405
b       101,380
c       5,750,883
d       62,696
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,555,554
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 199,672
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 199,672
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 199,672
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 299,218
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 299,218
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 99,546
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow99,546 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJAMES R KOLOS CPA Telephone no.right arrow (361) 798-5264

Located atright arrow302 E SECONDHALLETTSVILLETX ZIP+4right arrow77964
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DUNHAM F JEWETT TRUSTEE
6.00 		0 0 0
2727 ALLEN PARKWAY SUITE 1700
HOUSTON,TX77019
JESSIE L ALLEN TRUSTEE
16.00 		60,000 0 0
PO BOX 106
HALLETTSVILLE,TX77964
CURTIS T VAUGHAN III TRUSTEE
2.00 		0 0 0
PO BOX 17258
SAN ANTONIO,TX78217
ANNA ALLEN JOHNSON TRUSTEE
3.00 		0 0 0
PO BOX 107
HALLETTSVILLE,TX77964
LUCAS W ALLEN TRUSTEE
2.00 		0 0 0
PO BOX 102
HALLETTSVILLE,TX77964
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
FIDELITY INVESTMENT MANAGEMENT 217,126
500 SALEM STREET
SMITHFIELD,RI02917
ALEX BROWN INVESTMENT MANAGEMENT 136,432
5847 SAN FELIPE ST STE 3825
HOUSTON,TX77057
US CAPITAL ADVISORS INVESTMENT MANAGEMENT 86,458
4444 WESTHEIMER ROAD SUITE G500
HOUSTON,TX77027
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
102,553,439
b
Average of monthly cash balances.......................
1b
15,257,052
c
Fair market value of all other assets (see instructions)................
1c
27,688,071
d
Total (add lines 1a, b, and c).........................
1d
145,498,562
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
145,498,562
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,182,478
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
143,316,084
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,165,804
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
7,165,804
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
199,672
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
199,672
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,966,132
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,966,132
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,966,132
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
5,331,678
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,331,678
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,966,132
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,960,615
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,331,678
a Applied to 2023, but not more than line 2a 2,960,615
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,371,063
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		4,595,069
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DICKSON-ALLEN FOUNDATION
PO BOX 406
HALLETTSVILLE,TX77964
(361) 798-2531
bThe form in which applications should be submitted and information and materials they should include:
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.
cAny submission deadlines:
DICKSON-ALLEN FOUNDATION'S ANNUAL MEETING IS HELD IN OCTOBER OR NOVEMBER OF EACH CALENDAR YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACSS BLINN COLLEGE-SCHULENBURG CAMPUS

100 RANGER DRIVE
SCHULENBURG,TX78956 		    UNRESTRICTED OPERATING FUNDS 15,000

APPELT'S HILL GUN CLUB

501 NORTH RIDGE STREET
HALLETTSVILLE,TX77964 		    FACILITY IMPROVEMENTS 93,880

ARTS FOR RURAL TEXAS

PO BOX 33
FAYETTEVILLE,TX78940 		    UNRESTRICTED OPERATING FUNDS 5,000

BAYLOR COLLEGE OF MEDICINE

7200 CAMBRIDGE STREET SUITE 10B
HOUSTON,TX77030 		    CANCER RESEARCH 20,000

BLINN COLLEGE FOUNDATION

902 COLLEGE AVENUE
BRENHAM,TX77833 		    STUDENT SCHOLARSHIPS 20,000

THE CENTER FOR PURSUIT

4400 HARRISBURG BOULEVARD
HOUSTON,TX77011 		    UNRESTRICTED OPERATING FUNDS 2,500

CHEETHAM CEMETERY ASSOCIATION

PO BOX 54
SHERIDAN,TX77475 		    UNRESTRICTED OPERATING FUNDS 5,000

CITY CEMETERY ASSOCIATION

PO BOX 62
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 10,000

DEWITT-LAVACA SPECIAL EDUCATION COOPERATIVE

PO BOX 737
YOAKUM,TX77995 		    EQUIPMENT PURCHASE 26,750

EL CAMPO EMS

1011 WEST LOOP
EL CAMPO,TX77437 		    EQUIPMENT PURCHASE 25,000

EZZELL ISD

20500 FM 531
HALLETTSVILLE,TX77964 		    TECHNOLOGY UPDATE 16,400

FOSTER PARENTS OF VICTORIA

PO BOX 1593
VICTORIA,TX77902 		    UNRESTRICTED OPERATING FUNDS 30,000

FRIENCH SIMPSON MEMORIAL LIBRARY

705 EAST FOURTH STREET
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 21,850

GARDENIA E JANSSEN ANIMAL SHELTER

240 SVOBODA LANE
LA GRANGE,TX78945 		    UNRESTRICTED OPERATING FUNDS 10,000

GARWOOD VOLUNTEER FIRE DEPARTMENT

PO BOX 131
GARWOOD,TX77442 		    EQUIPMENT PURCHASE 17,600

GONZALES REGIONAL CHILDREN'S ADVOCACY CENTER INC

PO BOX 1925
GONZALES,TX78629 		    UNRESTRICTED OPERATING FUNDS 5,000

HALLETT OAK FOUNDATION INC

PO BOX 662
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 5,000

HALLETTSVILLE CULTURAL EVENTS CENTER

115 NORTH MAIN STREET
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 5,000

HALLETTSVILLE ISD

PO BOX 368
HALLETTSVILLE,TX77964 		    AVID PROGRAM 100,000

HALLETTSVILLE ISD

PO BOX 368
HALLETTSVILLE,TX77964 		    FUTURE FARMERS OF AMERICA 3,000

HALLETTSVILLE ISD

PO BOX 368
HALLETTSVILLE,TX77964 		    JOURNALISM CLASS 5,000

HALLETTSVILLE ISD

PO BOX 368
HALLETTSVILLE,TX77964 		    VOCATIONAL AWARDS PROGRAM 3,000

HALLETTSVILLE PLAYDAY ASSOCIATION

PO BOX 845
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 10,000

HALLETTSVILLE POLICE DEPARTMENT

104 EAST FOURTH STREET
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 10,000

HALLETTSVILLE VOLUNTEER FIRE DEPARTMENT

PO BOX 84
HALLETTSVILLE,TX77964 		    EQUIPMENT PURCHASE 39,500

HOSPICE OF SOUTH TEXAS

605 EAST LOCUST AVENUE
VICTORIA,TX77901 		    EQUIPMENT PURCHASE 39,300

HOUSTON BOTANIC GARDEN

8205 NORTH BAYOU DRIVE
HOUSTON,TX77017 		    UNRESTRICTED OPERATING FUNDS 2,500

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		    UNRESTRICTED OPERATING FUNDS 10,000

HOUSTON PARKS BOARD

300 NORTH POST OAK LANE
HOUSTON,TX77024 		    BAYOU GREENWAYS PROJECT 2,500

HOUSTON YOUTH SYMPHONY

4550 POST OAK PLACE DRIVE SUITE 245
HOUSTON,TX77027 		    UNRESTRICTED OPERATING FUNDS 20,000

HOUSTON ZOO

1513 CAMBRIDGE STREET
HOUSTON,TX77030 		    UNRESTRICTED OPERATING FUNDS 2,500

K4 ENTERPRISES

1611 FM 318-E
YOAKUM,TX77995 		    UNRESTRICTED OPERATING FUNDS 100,000

KNIGHTS OF COLUMBUS COUNCIL #2433

PO BOX 46
HALLETTSVILLE,TX77964 		    FACILITY IMPROVEMENTS 25,000

LAVACA ASSISTANCE MINISTRY BODY

PO BOX 232
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 35,000

LAVACA COUNTY 4-H PROGRAM

300 SOUTH LA GRANGE STREET
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 3,000

LAVACA COUNTY COMMISSIONERS COURT

PO BOX 243
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 9,000

LAVACA COUNTY EMS

906 NORTH TEXANA
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 150,000

LAVACA COUNTY HISTORICAL COMMISSION

PO BOX 811
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 12,000

LAVACA COUNTY JUVENILE PROBATION DEPARTMENT

PO BOX 330
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 10,000

LAVACA COUNTY PRESS GANG

PO BOX 18
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 10,000

LAVACA COUNTY SENIOR CITIZENS

PO BOX 531
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 150,000

LAVACA EXOSITION ASSOCIATION

PO BOX 743
HALLETTSVILLE,TX77964 		    FACILITY IMPROVEMENTS 785,000

LAVACA EXPOSITION ASSOCIATION

PO BOX 743
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 68,850

LAVACA EXPOSITION ASSOCIATION

PO BOX 743
HALLETTSVILLE,TX77964 		    STUDENT SCHOLARSHIPS 20,000

LAVACA HISTORICAL MUSEUM

PO BOX 296
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 50,000

LAVACA HOME ECONOMICS COMMITTEE TEXAS AGRILIFE EXTENSION SERVICE

300 SOUTH LA GRANGE STREET
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 5,000

LAVACA MEDICAL CENTER

1400 NORTH TEXANA STREET
HALLETTSVILLE,TX77964 		    EQUIPMENT PURCHASE 365,000

LUCIE'S PROJECT

PO BOX 325
SHERIDAN,TX77475 		    UNRESTRICTED OPERATING FUNDS 40,000

MCNAY ART MUSEUM

PO BOX 6069
SAN ANTONIO,TX78209 		    UNRESTRICTED OPERATING FUNDS 25,000

MEMORIAL PARK CONSERVANCY

7575 NORTH PICNIC LANE
HOUSTON,TX77007 		    UNRESTRICTED OPERATING FUNDS 2,500

MORGAN'S WONDERLAND

5210 THOUSAND OAKS DRIVE SUITE 1318
SAN ANTONIO,TX78233 		    UNRESTRICTED OPERATING FUNDS 50,000

MOULTON CITY PARK

PO BOX 369
MOULTON,TX77975 		    UNRESTRICTED OPERATING FUNDS 20,000

MOULTON LITTLE LEAGUE

PO BOX 82
MOULTON,TX77975 		    FACILITY IMPROVEMENTS 30,000

MYRTLE CEMETERY ASSOCIATION OF TEXAS

PO BOX 143
ROCK ISLAND,TX77470 		    UNRESTRICTED OPERATING FUNDS 10,000

NATIVE PRAIRIES ASSOCIATION OF TEXAS

PO BOX 1101
MANCHACA,TX78652 		    UNRESTRICTED OPERATING FUNDS 40,000

NAVIDAD VALLEY SENIOR CONNECTIONS

1111 BOHLMANN AVENUE
SCHULENBURG,TX78956 		    UNRESTRICTED OPERATING FUNDS 30,000

NAVY SEAL DANNY DIETZ FOUNDATION

PO BOX 491
SIMONTON,TX77476 		    UNRESTRICTED OPERATING FUNDS 5,000

PINE COVE INC

PO BOX 9000
TYLER,TX75711 		    UNRESTRICTED OPERATING FUNDS 10,000

PLEASANT HILL MISSIONARY BAPTIST CHURCH

505 NORTH MAIN STREET
HALLETTSVILLE,TX77964 		    FACILITY IMPROVEMENTS 12,000

PROVIDENCE CHRISTIAN ACADEMY

2454 CR 319
YOAKUM,TX77995 		    FACILITY IMPROVEMENTS 15,000

THE RIDING THERAPY CENTER

PO BOX 462
NURSERY,TX77976 		    UNRESTRICTED OPERATING FUNDS 12,000

ROUND TOP FESTIVAL INSTITUTE

PO BOX 89
ROUND TOP,TX78954 		    FESTIVAL SCHOLARSHIPS 10,000

SACRED HEART CATHOLIC SCHOOL

313 SOUTH TEXANA STREET
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 310,000

THE SAFE HOUSE CHURCH INC

PO BOX 38
HALLETTSVILLE,TX77964 		    BUILDING CONSTRUCTION 68,000

ST JOHN'S SCHOOL

2401 CLAREMONT LANE
HOUSTON,TX77019 		    UNRESTRICTED OPERATING FUNDS 20,000

ST MARY'S HALL

9401 STARCREST DRIVE
SAN ANTONIO,TX78217 		    UNRESTRICTED OPERATING FUNDS 85,000

ST PHILIP CATHOLIC SCHOOL

302 WEST CHURCH STREET
EL CAMPO,TX77437 		    UNRESTRICTED OPERATING FUNDS 15,000

SAN ANTONIO ACADEMY

117 EAST FRENCH PLACE
SAN ANTONIO,TX78212 		    UNRESTRICTED OPERATING FUNDS 10,000

SAN ANTONIO BOTANICAL SOCIETY

PO BOX 6569
SAN ANTONIO,TX78209 		    UNRESTRICTED OPERATING FUNDS 35,000

SAN ANTONIO CHILDREN'S MUSEUM

2800 BROADWAY
SAN ANTONIO,TX78209 		    UNRESTRICTED OPERATING FUNDS 10,000

SAY SI

1310 SOUTH BRAZOS STREET
SAN ANTONIO,TX77964 		    UNRESTRICTED OPERATING FUNDS 10,000

SEAL FUTURE FOUNDATION

32 THIRD AVENUE 393
NEW YORK,NY10003 		    UNRESTRICTED OPERATING FUNDS 5,000

SHERIDAN COMMUNITY CENTER

PO BOX 262
SHERIDAN,TX77475 		    FACILITY IMPROVEMENTS 75,000

SHERIDAN MEMORIAL LIBRARY

PO BOX 274
SHERIDAN,TX77475 		    UNRESTRICTED OPERATING FUNDS 5,000

SHERIDAN VOLUNTEER FIRE DEPARTMENT

PO BOX 263
SHERIDAN,TX77475 		    FACILITY IMPROVEMENTS 25,000

SHINER CATHOLIC SCHOOL

PO BOX 725
SHINER,TX77984 		    FACILITY IMPROVEMENTS 50,000

SHINER CITY CEMETERY ASSOCIATION

PO BOX 1535
SHINER,TX77984 		    UNRESTRICTED OPERATING FUNDS 5,000

SHINER GREEN DICKSON PARK

PO BOX 308
SHINER,TX77984 		    EQUIPMENT PURCHASE 33,000

SHINER ISD

PO BOX 804
SHINER,TX77984 		    EQUIPMENT PURCHASE 65,000

SHINER PUBLIC LIBRARY

115 EAST WOLTERS/SECOND STREET
SHINER,TX77984 		    UNRESTRICTED OPERATING FUNDS 1,000

SOUTH CENTRAL TEXAS ART LEAGUE

408 COUNTY ROAD 218
SCHULENBURG,TX78956 		    UNRESTRICTED OPERATING FUNDS 1,000

SOUTH TEXAS CHILDREN'S HOME

PO BOX 1210
BEEVILLE,TX78104 		    UNRESTRICTED OPERATING FUNDS 35,000

SOUTH TEXAS SPARKLES

3277 US HIGHWAY 90A-W
SHINER,TX77984 		    UNRESTRICTED OPERATING FUNDS 5,000

SUNFLOWER WELLNESS

304 NORTH TEXANA SUITE A
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 25,000

SWEET HOME AMERICAN LEGION

PO BOX 26
SWEET HOME,TX77987 		    UNRESTRICTED OPERATING FUNDS 20,000

TEXAS 4-H YOUTH DEVELOPMENT FOUNDATION

PO BOX 11020
COLLEGE STATION,TX77842 		    STUDENT SCHOLARSHIPS 15,000

TEXAS A&M FOUNDATION

401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77842 		    OLIVE RESEARCH 140,000

TEXAS A&M UNIVERSITY SCHOOL OF VETERINARY MEDICINE & COLLEGE OF ARTSCIENCE

4461 TAMU
COLLEGE STATION,TX77843 		    STUDENT SCHOLARSHIPS 50,000

TEXAS BARNSTORMING MUSEUM

PO BOX 620
HALLETTSVILLE,TX77964 		    UNRESTRICTED OPERATING FUNDS 35,000

TEXAS CZECH HERITAGE & CULTURAL CENTER INC

PO BOX 6
LA GRANGE,TX78945 		    UNRESTRICTED OPERATING FUNDS 30,000

TEXAS HIGH SCHOOL RODEO ASSOCIATION

722 SOUTHVIEW CIRCLE
CENTER,TX75935 		    STUDENT SCHOLARSHIPS 18,000

TMI THE EPISCOPAL SCHOOL OF TEXAS

20955 WEST TEJAS TRAIL
SAN ANTONIO,TX78257 		    UNRESTRICTED OPERATING FUNDS 10,000

TEXAS TEAMS FOUNDATION

2800 EAST BROADWAY SUITE C215
PEARLAND,TX77581 		    UNRESTRICTED OPERATING FUNDS 5,000

TEXAS TECH FOUNDATION TEXAS TECH SCHOOL OF VETERINARY MEDICINE

7671 EVANDS DRIVE
AMARILLO,TX79106 		    STUDENT SCHOLARSHIPS 50,000

THE TOBIN CENTER FOR THE PERFORMING ARTS

115 AUDITORIUM CIRCLE
SAN ANTONIO,TX78205 		    UNRESTRICTED OPERATING FUNDS 125,000

TRINITY UNIVERSITY

ONE TRINITY PLACE
SAN ANTONIO,TX78205 		    UNRESTRICTED OPERATING FUNDS 130,000

THE TRUST FOR PUBLIC LAND

101 MONTGOMERY STREET SUITE 900
SAN FRANCISCO,CA94104 		    UNRESTRICTED OPERATING FUNDS 5,000

TURTLE WING FOUNDATION

PO BOX 631
SCHULENBURG,TX78956 		    UNRESTRICTED OPERATING FUNDS 35,000

UNIVERSITY OF HOUSTON-VICTORIA

3007 NORTH BEN WILSON
VICTORIA,TX77901 		    STUDENT SCHOLARSHIPS 25,000

UT PHYSICIANS CENTER FOR HEALTHY AGING

6500 WEST LOOP STREET SUITE 200-C
BELLAIRE,TX77401 		    UNRESTRICTED OPERATING FUNDS 20,000

UNIVERSITY OF TEXAS-SAN ANTONIO

ONE UTSA CIRCLE
SAN ANTONIO,TX78249 		    YOUTH ARTIST PROGRAM 10,000

UNIVERSITY OF TEXAS-SAN ANTONIO COLLEGE OF SCIENCES

ONE UTSA CIRCLE
SAN ANTONIO,TX78249 		    UNRESTRICTED OPERATING FUNDS 35,000

THE VICTORIA COLLEGE FOUNDATION

2200 EAST RED RIVER
VICTORIA,TX77901 		    STUDENT SCHOLARSHIPS 191,000

THE VINE SCHOOL

603 EAST MESQUITE
VICTORIA,TX77901 		    FACILITY IMPROVEMENTS 40,000

VYSEHRAD ISD

595 COUNTY ROAD 182
HALLETTSVILLE,TX77964 		    EQUIPMENT PURCHASE 24,200

WHARTON CEMETERY ASSOCIATION INC

PO BOX 681
WHARTON,TX77488 		    CEMETERY PRESERVATION 20,000

WHARTON COUNTY JUNIOR COLLEGE FOUNDATION

911 EAST BOLING HIGHWAY L-108-C
WHARTON,TX77488 		    STUDENT SCHOLARSHIPS 30,000

WILDLIFE IN FOCUS

10800 SENTINEL
SAN ANTONIO,TX78217 		    UNRESTRICTED OPERATING FUNDS 6,000

WILLIAM MARSH RICE UNIVERSITY

PO BOX 1892
HOUSTON,TX77251 		    UNRESTRICTED OPERATING FUNDS 2,500

THE WITTE MUSEUM

3801 BROADWAY
SAN ANTONIO,TX78209 		    UNRESTRICTED OPERATING FUNDS 200,000

YOAKUM COMMUNITY HOSPITAL NEW HORIZONS COUNSELING PROGRAM

1200 CARL RAMERT DRIVE SUITE B
YOAKUM,TX77995 		    UNRESTRICTED OPERATING FUNDS 20,000

YOAKUM EMS

PO BOX 738
YOAKUM,TX77995 		    EQUIPMENT PURCHASE 71,680

YOAKUM MEMORIAL ASSOCIATION

PO BOX 927
YOAKUM,TX77995 		    UNRESTRICTED OPERATING FUNDS 25,000

YOAKUM VOLUNTEER FIRE DEPARTMENT

PO BOX 101
YOAKUM,TX77995 		    EQUIPMENT PURCHASE 18,400
Total .................................right arrow 3a 4,990,410
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 963,562  
4 Dividends and interest from securities ....     14 1,605,817  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 27,526  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,555,554  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOIL & GAS ROYALTIES 		    15 6,535,965  
bPASSTHROUGH INCOME 525990   14 297,765  
cLEASE BONUS     16 54,446  
dGRANTS RETURNED     16 0  
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,040,635 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,040,635
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 37,535 18,767   18,768

TY 2024 GeneralExplanationAttachment
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Identifier Return Reference Explanation
REQUESTS FOR GRANTS FORM 990-PF, PAGE 10, PART XIV, LINE 2 REQUESTS FOR GRANTS
GRANTS/CONTRIBUTIONS PAID IN 2024 FORM 990-PF, PAGE 10, PART XIV, LINE 2A SCHEDULE ATTACHED

TY 2024 InvestmentsCorpStockSchedule
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Name of Stock End of Year Book Value End of Year Fair Market Value
KARNES COUNTY NATIONAL BANK 2,000 150,000
INDUSTRY BANCSHARES INC. 5,849 977,664
FARMER'S CO-OP ASSOCIATION - SHINER, TX 25 25
STUDEMAN ROYALTY OIL CO. 100 100
CAPITAL ADVISORS PORTFOLIO 9,172,606 13,982,856
BERNSTEIN PORTFOLIO 1,588,775 1,881,613
ALEX BROWN 7675U384 11,727,360 19,876,330
FIDELITY PORTFOLIO 18,639,977 33,202,023
ABFS OPP CAYMAN FUND LP 1,147,709 1,475,990

TY 2024 InvestmentsOtherSchedule2
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLIANCEBERNSTEIN EUROPEAN OPP SER AT COST 3,203,037 3,518,351
STANLEY PARTNERS FUND, LP AT COST 4,738,916 12,046,724
JP MORGAN AT COST 8,721,700 9,826,131
ALKEON AT COST 1,968,842 2,005,000
SCHWAB AT COST 1,414,536 1,720,119
CAMBRIAN GLOBAL FUND AT COST 1,000,000 1,000,000
RBC 326-82570 AT COST 6,185,480 6,758,583

TY 2024 OtherAssetsSchedule
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
REAL ESTATE AND MINERAL INTERESTS 2,902,082 2,886,937 29,203,322


TY 2024 OtherExpensesSchedule
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 45 22   23
INSURANCE 6,054 3,027   3,027
OFFICE EXPENSES 131 65   66
OTHER PASSTHROUGH EXPENSES 54,009 27,004   27,005
REPAIRS AND MAINTENANCE 4,785 2,392   2,393


TY 2024 OtherIncomeSchedule2
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS ROYALTIES 6,535,965 6,535,965 6,535,965
PASSTHROUGH INCOME 297,765 297,765 297,765
LEASE BONUS 54,446 54,446 54,446


TY 2024 OtherProfessionalFeesSchedule
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 519,972 259,986   259,986


TY 2024 TaxesSchedule
Name:
DICKSON-ALLEN FOUNDATION
EIN:
74-6052983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AD VALOREM TAXES 175,115 175,115   0
EXCISE TAX 250,389 0   0