Dian Graves Owen Foundation in Abilene, Texas (TX)

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Dian Graves Owen Foundation
Employer Identification Number (EIN)752682536
Name of OrganizationDian Graves Owen Foundation
In Care of NameDian Graves Owen
Address400 Pine St Ste 1000, Abilene, TX 79601-5142
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date02/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$95,969,495
Amount of Income$26,223,928
Form 990 Revenue Amount$18,619,749
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $26,223,928 (it was $35,782,554 in 2012)
Dian Graves Owen Foundation: 

 $26,223,928
Other organizations performing similar types of work: 

 $120,160

Assets in 2013: $95,969,495 (it was $92,949,061 in 2012)
This organization: 

 $95,969,495
Other organizations performing similar types of work: 

 $450,518

Expenses in 2012: $8,521,197
This organization: 

 $8,521,197
Other organizations performing similar types of work: 

 $61,287

Income to expenses ratio in 2012: 3.1
Dian Graves Owen Foundation: 

 3.1
Other organizations performing similar types of work: 

 7.3

Grants share in income in 2012: 12.2%
This organization: 

 12.2%
Other organizations performing similar types of work: 

 8.9%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$23,914,405$19,392,341$0
Contributions, gifts, grants, etc., received$2,906,815
Interest on savings and temporary cash investments$1,025,686
Dividends and interest from securities$3,065,795
Gross rents$-1,824
Gross profit from sales of goods$0
Other income$8,121,523
Other$8,796,410
Total expenses and disbursements$8,521,197$716,735$0$6,143,692
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$2,513,674$716,735$136,169
Contributions, gifts, grants paid$6,007,523
Excess of revenue over expenses and disbursements$15,393,208
Net investment income$18,675,606
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$92,949,061$128,484,531
Cash - non-interest-bearing$466,343
Investments-U.S. and state government obligations$0
Investments-corporate stock$43,627,406
Investments-corporate bonds$2,819,501
Investments-mortgage loans$0
Investments-other$29,457,552
Other$16,578,259
Total liabilities$2,490
Mortgages and other notes payable$0
Other$2,490
Total liabilities and net assets/fund balances$92,946,571
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$8,796,410
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$186,756
Total credits and payments$465,214
2012 estimated tax payments and 2011 overpayment credited to 2012$345,214
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$120,000
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$278,458
Amount to be credited to 2013 estimated tax$125,000
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
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 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?Yes
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$114,667,507
Net value of noncharitable-use assets$112,947,500
Minimum investment return$5,647,375
Distributable Amount (for 2012)
Distributable amount$5,454,657
Undistributed Income (for 2012)
Distributable amount for 2012$5,454,657
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$1,101,496$0$1,101,496
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$1,101,496$13$1,101,496
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$1,100,496
Unrelated business taxable income before net operating loss deduction$1,101,496
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$1,101,496
Specific deduction$1,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1W T And Louise J Moran Foundation3843 N Braeswood Blvd Ste 200, Houston, TX 77025-3046TX1997-08$15,178,858
2William E Armentrout FoundationPO BOX 190407, Dallas, TX 75219-0407TX1998-06$7,264,048
3The Stanzel Family Foundation IncPO BOX 6, Schulenburg, TX 78956-0006TX1992-01$6,971,923
4Ware FoundationPO BOX 1, Amarillo, TX 79105-0001TX1997-12$6,327,862
5Vance D Raimond & Mary Lee Raimond FoundationPO BOX 1870, Harlingen, TX 78551-1870TX1998-01$5,443,786
6Susman Family FoundationC/O Ellen Susman 2001 Kirby Drive, Houston, TX 77019TX1998-07$3,683,977
7Ruth And Ted Bauer Family Foundation4400 Post Oak Parkway, Houston, TX 77027-3421TX1997-08$2,803,510
8Whitener Family Foundation901 S 1st St, Abilene, TX 79602-1502TX1997-05$2,532,149
9Shelton Family FoundationPO BOX 2791, Abilene, TX 79604-2791TX1996-08$2,040,033
10The Education Foundation Of Harris County6300 Irvington Blvd, Houston, TX 77022-5618TX1994-04$1,845,375
11The Don-Kay-Clay Cash Foundation, Cash Sondra Kay Ttee5201 18th Pl, Lubbock, TX 79416-5511TX1997-07$1,698,935
12West Johnson & Elizabeth J Lasselle Scholarship TrustPO BOX 831041, Dallas, TX 75283-1041TX1996-08$1,527,565
13Ralph G Campbell And Jeroleen Johnson Campbell Foundation Inc6300 Ridglea Pl Ste 1114, Fort Worth, TX 76116-5737TX1995-05$1,296,853
14Wwjd Foundation12770 Merit Dr Ste 400, Dallas, TX 75251-1296TX1998-03$1,205,218
15San Antonio Foundation For Excellence In Education Inc141 Lavaca St, San Antonio, TX 78210-1039TX1998-01$1,077,793
16Samuel & Gertrude Harke Charitable Trust 30-30-423-0774700 11-01-93PO BOX 831041, Dallas, TX 75283-1041TX1996-10$911,581
17San Antonio Golf Association Inc, Golf San Antonio915 E Mulberry Ave, San Antonio, TX 78212-3153TX1991-03$835,742
18Tapestry Foundations Of Mary Carmel And Thomas P Borders610 Guadalupe St, Austin, TX 78701-2926TX1995-02$834,338
19Saza Commission Inc450 Ridge View Dr, San Antonio, TX 78253-5387TX1989-02$795,978
20The@anne Hendricks Bass Foundation1801 Deepdale Dr, Fort Worth, TX 76107-3517TX1997-10$682,015
Number of organizations performing similar types of work
Alaska3
Alabama54
Arkansas18
Arizona59
California546
Colorado120
Connecticut79
District of Columbia27
Delaware43
Florida350
Georgia158
Hawaii18
Iowa57
Idaho23
Illinois317
Indiana81
Kansas53
Kentucky41
Louisiana50
Massachusetts113
Maryland112
Maine18
Michigan202
Minnesota97
Missouri73
Mississippi27
Montana8
North Carolina155
North Dakota2
Nebraska42
New Hampshire19
New Jersey213
New Mexico23
Nevada42
New York524
Ohio206
Oklahoma52
Oregon60
Pennsylvania239
Rhode Island33
South Carolina40
South Dakota12
Tennessee49
Texas377
Utah46
Virginia120
Vermont7
Washington88
Wisconsin89
West Virginia9
Wyoming19
International12
Total5,225

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