Form 990 for tax year 2023
Filed by DEDMAN DIETZ FAMILY FOUNDATION.
Totals
- Total revenue
- $134,966
- Total expenses
- $328,703
- Contributions and grants received
- $0
- Grants paid
- $220,000
- Program service revenue
- $0
- Investment income
- $135,355
- Other revenue
- -$389
- Total assets, end of year
- $6,321,958
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $6,321,958
- Program services expenses (Part IX)
- $220,000
- Management and general expenses
- $108,703
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $220,000
Program services were 66.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $209,093 · excluded $209,093
-
7b · Less cost or other basis and sales expenses
securities $73,738
-
7c · Gain or loss
securities -$73,738
-
7d · Net gain or loss
total -$73,738 · excluded -$73,738
-
11a · Other revenue: ORDINARY INCOME (LOSS)
total -$389 · unrelated business -$389
-
11e · Other revenue, total
-$389
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $220,000 · program services $220,000
-
11c · Fees: accounting
total $45,813 · management and general $45,813
-
11f · Fees: investment management
total $20,695 · management and general $20,695
-
11g · Fees: other
total $32,187 · management and general $32,187
-
20 · Interest
total $4,775 · management and general $4,775
-
24a · Other expenses: FOREIGN TAXES-INVESTMEN
total $5,213 · management and general $5,213
-
24b · Other expenses: TAXES
total $20 · management and general $20
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $147,417 · end of year $203,373
-
11 · Investments: publicly traded securities
beginning of year $1,828,699 · end of year $2,174,642
-
12 · Investments: other securities
beginning of year $3,875,242 · end of year $3,943,943
-
27 · Net assets without donor restrictions
beginning of year $1,263,850 · end of year $1,077,431
-
28 · Net assets with donor restrictions
beginning of year $4,587,508 · end of year $5,244,527
Mission and programs · 2023
Mission
THE FOUNDATION WILL FOCUS ON MAKING GRANTS TO COMMUNITIES FOUNDATION OF TEXAS, INC. AND OTHER BENEFICIARY ORGANIZATIONS, WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE CODE.
Activities or mission (Part I)
THE PURPOSES FOR WHICH THE CORPORATION ARE TO OPERATE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, MEDICAL, LITERARY, AND EDUCATIONAL PURPOSES OR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE. SPECIFICALLY, THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF COMMUNITIES FOUNDATION OF TEXAS, INC. IN FURTHERANCE OF ITS EXCLUSIVE SUPPORT AND BENEFIT OF CFT, THE CORPORATION MAY SUPPORT BENEFICIARY ORGANIZATIONS, WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE AND DESCRIBED IN SECTION 509(A)(L) OR 509(A)(2) OF THE CODE, AND ORGANIZED AND OPERATED TO SUPPORT SUCH RELIGIOUS, CHARITABLE, SCIENTIFIC, MEDICAL, LITERARY, AND EDUCATIONAL USES AND PURPOSES AND TO HELP PREVENT CRUELTY TO CHILDREN OR ANIMALS AS WILL MOST EFFECTIVELY ASSIST, ENCOURAGE, AND PROMOTE THE WELL-BEING OF MANKIND PRIMARILY THROUGHOUT TEXAS AND THE ADJOINING STATES.
-
THE FOUNDATION WILL FOCUS ON MAKING GRANTS TO COMMUNITIES FOUNDATION OF TEXAS, INC. AND OTHER BENEFICIARY ORGANIZATIONS, WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE CODE.
Expenses $220,000 · Grants $220,000
As filed on the 2023 return.
Listed in Part VII
-
Patricia Dedman NailPATRICIA DEDMAN NAIL
CHAIR OF BOARD/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy M DedmanNANCY M DEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Dedman DietzJONATHAN DEDMAN DIETZ
PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christina Dedman DietzCHRISTINA DEDMAN DIETZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Patrick Dedman DietzJEFFREY PATRICK DEDMAN DIETZ
SECRETARY/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David J ScullinDAVID J SCULLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Caren H ProthroCAREN H PROTHRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Liz WhiteLIZ WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dana CardDANA CARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas J HillTHOMAS J HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robin CarrekerROBIN CARREKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
COMMUNITIES FOUNDATION OF TEXAS INC
$220,000
GENERAL SUPPORT - EDUCATION, SOCIAL AND ARTS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
COMMUNITIES FOUNDATION OF TEXAS
501(C)(3) · EDUCATION, SOCIAL, ARTS · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443189349310079
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