Georgia and William S Dubose Fnd

VICTORIA, TX EIN: 84-4540339

Georgia and William S Dubose Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VICTORIA, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 8 grants totaling $53K. Net investment income was $39K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+39.8% YoY

Annual Giving

$53K

+67.6% YoY

Grant Count

8

+60.0% YoY

Avg Grant Size

$7K

+4.7% YoY

Under IRS private-foundation payout rules, Georgia and William S Dubose Fnd reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.

About Georgia and William S Dubose Fnd

Based on IRS filings

Georgia and William S Dubose Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VICTORIA, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 8 grants totaling $53K. Net investment income was $39K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AustinDallasLometaPort OconnorStraffordVictoriaWesthoff

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$142K$283K$425K$567K20202021202220232024
Metric202420232022
Total Assets$1,611,624$1,152,659$1,069,542
Revenue$515,012$120,589$173,078
Expenses$56,047$37,472$25,782
Qualifying Distributions$55,590$33,370$22,738
Net Investment Income$38,877$19,077$14,243
Distributable Amount$65,452$54,972$45,366

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$27K$40K$53K0 grants20200 grants20214 grants20225 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

WESTHOFF PTC$15KBILL T CATTAN$13KTHE VINE SCHOOL$5KMAKE-A-WISH TEXAS GULF C…$5KTRINITY EPISCOPAL SCHOOL$5KCASA OF TRAVIS COUNTY$4KMOBILE LOAVES & FISHES INC$4KHOPE OF SOUTH TEXAS$2K

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Westhoff Ptc ($15,000), Bill T Cattan ($13,000), The Vine School ($5,000).

RecipientPurposeAmount
BILL T CATTAN VICTORIA, TXCHARITABLE CONTRIBUTION$13,000
THE VINE SCHOOL VICTORIA, TXCHARITABLE CONTRIBUTION$5,000
CASA OF TRAVIS COUNTY AUSTIN, TXCHARITABLE CONTRIBUTION$4,100
MOBILE LOAVES & FISHES INC AUSTIN, TXCHARITABLE CONTRIBUTION$4,100
MAKE-A-WISH TEXAS GULF COAST STRAFFORD, TXCHARITABLE CONTRIBUTION$5,000
TRINITY EPISCOPAL SCHOOL VICTORIA, TXCHARITABLE CONTRIBUTION$5,000
HOPE OF SOUTH TEXAS VICTORIA, TXCHARITABLE CONTRIBUTION$2,250
WESTHOFF PTC WESTHOFF, TXCHARITABLE CONTRIBUTION$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SPENCER S KLOTZMANPRESIDENT0.5
RACHEL F KLOTZMANVICE PRESIDE0.5
MELANIE M KLOTZMANSECRETARY0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Georgia and William S Dubose Fnd?

Georgia and William S Dubose Fnd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VICTORIA, TX. It holds $1.6M in total assets as of 2024.

How large is Georgia and William S Dubose Fnd?

As of 2024, Georgia and William S Dubose Fnd holds $1.6M in total assets with $515K in annual revenue. It awarded 8 grants totaling $53K in 2024.

Where does Georgia and William S Dubose Fnd operate?

Georgia and William S Dubose Fnd has awarded grants in Texas.

What size grants does Georgia and William S Dubose Fnd award?

In 2024, Georgia and William S Dubose Fnd awarded 8 grants totaling $53K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Georgia and William S Dubose Fnd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Georgia and William S Dubose Fnd reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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