Georgia and William S Dubose Fnd

Private foundation · Grantmaker Victoria, TX EIN: 84-4540339

Georgia and William S Dubose Fnd is a private foundation, based in Victoria, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 6 grants totaling $65K. Net investment income was $48K.

Key facts about Georgia and William S Dubose Fnd

In short: Georgia and William S Dubose Fnd gave $65K across 6 grants in 2025 (avg $11K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
84-4540339
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$65,452
Grants made (2025)
6
Average grant
$10,909
Median grant
$10,000
Total assets
$1,614,343
Primary geography
Texas (94% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

+0.2% YoY

Annual Giving

$65K

+22.5% YoY

Grant Count

6

-25.0% YoY

Avg Grant Size

$11K

+63.3% YoY

Under IRS private-foundation payout rules, Georgia and William S Dubose Fnd reported a distributable amount of $78K for 2025 — the minimum it must pay out in qualifying distributions.

How Georgia and William S Dubose Fnd gives

  • Giving grew 196% from 2022 to 2025. Method
  • In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

VictoriaAustinWesthoffCueroDallasLometaNew OrleansPort OconnorStrafford

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K0 grants2020 0 grants2021 4 grants2022 5 grants2023 8 grants2024 6 grants2025

From 2022 to 2025, annual grant giving ranged from $22K (2022) to $65K (2025). In 2025 it made 6 grants totaling $65K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Billy T Cattan: $27KBilly T Cattan$27KBoys and Girls Club of Cuero: $10KBoys and Girls Club of Cuero$10KThe Vine School: $10KThe Vine School$10KGolden Crescent Habitat for Humanit: $10KGolden Crescent Habitat forHumanit$10KCASA of Travis County: $4KCASA of Travis County$4KTeam Gleason Foundation: $4KTeam Gleason Foundation$4K

The largest 2025 recipient was Billy T Cattan ($27K). Together the top 6 received $65K.

Grant Size Distribution

23 grants across all recorded years

23<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 23 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Billy T Cattan Victoria, TXCharitable Contribution$27,300
Boys and Girls Club of Cuero Cuero, TXCharitable Contribution$10,330
The Vine School Victoria, TXCharitable Contribution$10,000
Golden Crescent Habitat for Humanit Victoria, TXCharitable Contribution$10,000
CASA of Travis County Austin, TXCharitable Contribution$3,911
Team Gleason Foundation New Orleans, LACharitable Contribution$3,911

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,614,343$1,611,624$1,152,659
Revenue$74,183$515,012$120,589
Expenses$71,464$56,047$37,472
Qualifying Distributions$67,432$55,590$33,370
Net Investment Income$48,334$38,877$19,077
Distributable Amount$77,537$65,452$54,972

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 4, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 22, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 4, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Georgia and William S Dubose Fnd is led by Spencer S. Klotzman, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Spencer S. Klotzman

    President

    On filings since 2020

    No compensation reported

  • Rachel F. Klotzman

    Vice President

    On filings since 2020

    No compensation reported

  • Melanie M. Klotzman

    Secretary

    On filings since 2023

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Georgia and William S Dubose Fnd

How much does Georgia and William S Dubose Fnd give each year?

Georgia and William S Dubose Fnd gave $65K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $53K across 8 grants.

What is Georgia and William S Dubose Fnd's typical grant size?

Georgia and William S Dubose Fnd's median grant in 2025 was $10,000, and its average grant was $10,909, across 6 grants on its 2025 IRS Form 990-PF.

Where does Georgia and William S Dubose Fnd give grants?

Georgia and William S Dubose Fnd gives mostly in Texas: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Louisiana (6%). The most frequent recipient cities were Victoria, TX (3 grants).

Who are Georgia and William S Dubose Fnd's largest grantees?

Georgia and William S Dubose Fnd's largest 2025 grantees include Billy T Cattan ($27,300), Boys and Girls Club of Cuero ($10,330) and The Vine School ($10,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.

How large is Georgia and William S Dubose Fnd?

Georgia and William S Dubose Fnd reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $78K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Georgia and William S Dubose Fnd's EIN?

Georgia and William S Dubose Fnd's EIN (Employer Identification Number) is 84-4540339. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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