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DODSON FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DODSON FOUNDATION INC (EIN 39-1694304)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-24
IRS object ID
202512979349100826
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-24T14:55:26-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MIDLAND COURT SUITE 200AddressLine1Txt
CityJANESVILLECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53546ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391694304EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DODSON FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O MARK R DODSONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDODSBusinessNameControlTxt
Phone3123072326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1347 PLYMOUTH DRIVEAddressLine1Txt
CityINVERNESSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK R DODSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3123072326PhoneNum
Signature2025-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNN M GARDINIERPreparerPersonNm
PTINP00073260PTIN
Phone6087525835PhoneNum
Preparation2025-10-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,380,041FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,877InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,877InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$740,172DividendsRevAndExpnssAmt
Dividends Net Invst Incm$740,172DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$14,848NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,025,539GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$274,795OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,011,996TotalRevAndExpnssAmt
Total Net Invst Incm$752,049TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$165,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$123,750CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$41,250CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,124LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,062LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,062LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,746AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,373AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,873AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,113TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$182,018TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$127,185TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$44,220TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,710,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,710,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,892,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$127,185TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,754,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,880,022ExcessRevenueOverExpensesAmt
Net Investment Income$624,864NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,735,403SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,950,635SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,950,635SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,448,384USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$12,185,447CorporateStockBOYAmt
Corporate Stock EOY$12,405,255CorporateStockEOYAmt
Corporate Stock EOYFMV$31,461,566CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,219,035CorporateBondsBOYAmt
Corporate Bonds EOY$3,263,358CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,999,758CorporateBondsEOYFMVAmt
Other Investments BOY$8,624,762OtherInvestmentsBOYAmt
Other Investments EOY$8,684,219OtherInvestmentsEOYAmt
Other Investments EOYFMV$968,082OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,803OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$29,215,834TotalAssetsBOYAmt
Total Assets EOY$27,303,467TotalAssetsEOYAmt
Total Assets EOYFMV$38,380,041TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$29,215,834RetainedEarningBOYAmt
Retained Earning EOY$27,303,467RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,215,834TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,303,467TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,215,834TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,303,467TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,215,834TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,880,022ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,335,812SubtotalAmt
Other Decreases$32,345OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,303,467TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$4,005,819$4,040,387-$34,568-$34,568
CAPITAL GAIN DISTRIBUTIONP$19,720$19,720$19,720
FieldValueIRS element (for citing)
Capital Gain Net Income-$14,848CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,686InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,686SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,686TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,273EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,273TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,587OverpaymentAmt
Applied To ES Tax$11,587AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARK R DODSONIndividualWithBooksNm
Phone3123072326PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1347 PLYMOUTH DRIVEAddressLine1Txt
CityINVERNESSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J MICHAEL DODSON
11448 E DREYFUS AVESCOTTSDALEAZ85259DIRECTOR, PRESIDENT3.00$50,000$0$0
CYNTHIA L GARDNER
7643 DUNCANS GLEN DRIVEWESTERVILLEOH43082DIRECTOR1.00$0$0$0
MARK R DODSON
347 PLYMOUTH DRIVEINVERNESSIL60067DIRECTOR, TREASURER3.00$100,000$0$0
MARY MOLOFSKY
913 ARMY ROADRUXTONMD21204DIRECTOR, SECRETARY, VP3.00$15,000$0$0
SUSAN DODSON WOLLWERT
7922 ENCLAVE WAYDALLASTX75218DIRECTOR1.00$0$0$0
ROBERT DODSON
3839 E LAKE SAMMAMISH SHORE LAND SESAMMAMISHWA98075DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,544,576AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,489,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$968,082FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,001,971TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$37,001,971AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$555,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,446,941NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,822,347MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,822,347MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,686TaxBasedOnInvestmentIncomeAmt
Income Tax$63,721IncomeTaxAmt
Total Tax$72,407TotalTaxAmt
Distributable Before Adj$1,749,940DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,749,940DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,749,940DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,754,220ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,754,220QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,749,940DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$246,664ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$89,882ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$490,510ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$543,689ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,370,745TotalExcessDistributionCyovAmt
Qualifying Distributions$2,754,220QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,749,940AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,004,280RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,375,025TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,375,025ExcessDistriCyovToNextYrAmt
Excess From Year4$246,664ExcessFromYear4Amt
Excess From Year3$89,882ExcessFromYear3Amt
Excess From Year2$490,510ExcessFromYear2Amt
Excess From Year1$543,689ExcessFromYear1Amt
Excess From Current Year$1,004,280ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
3W MEDICAL FOR WOMEN
PO BOX 31463SEATTLEWA98103N/APCUNRESTRICTED CHARITABLE GRANT$25,000
ALZHEIMERS SUPPORT NETWORK
1421 PINE RIDGE RD SUITE 100NAPLESFL34109N/APCUNRESTRICTED CHARITABLE GRANT$30,000
ARIZONA ANIMAL WELFARE LEGUE
25 N 40TH STPHOENIXAZ85034N/APCUNRESTRICTED CHARITABLE GRANT$60,000
ART WITH A HEART
3000 FALLS ROAD MILL NO 1BALTIMOREMD21211N/APCUNRESTRICTED CHARITABLE GRANT$20,000
ARTWORX LA
1930 WILSHIRE BLVD SUITE 800LOS ANGELESCA90057N/APCUNRESTRICTED CHARITABLE GRANT$10,000
ASCENTION ILLINOIS FOUNDATION
1000 REMINGTON BLVD SUITE 100BOLINGBROOKIL60440N/APCUNRESTRICTED CHARITABLE GRANT$25,000
ASSOCIATION OF ST LAWRENCE COMMUNITA CENACOLO AMERICA
9485 REGENCY SQUARE BLVD STE 110JACKSONVILLEFL32225N/APCUNRESTRICTED CHARITABLE GRANT$10,000
BENEDICTINE DAUGHTERS OF THE DIVINE WILL
2425 TIPTON LOOP ROADMARYVILLETN37803N/APCUNRESTRICTED CHARITABLE GRANT$25,000
BENEDICTINES OF DIVINE WILL
2425 TIPTON LOOP ROADMARYVILLETN37803N/APCUNRESTRICTED CHARITABLE GRANT$25,000
BONITA BAY VETERANS COUNCIL
26660 COUNTRY CLUB DRIVEBONITA SPRINGSFL34134N/APCUNRESTRICTED CHARITABLE GRANT$20,000
BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE
10533 E LAKEVIEW DRIVESCOTTSDALEAZ85258N/APCUNRESTRICTED CHARITABLE GRANT$50,000
CAFE OF LIFE
PO BOX 367794BONITA SPRINGSFL34136N/APCUNRESTRICTED CHARITABLE GRANT$30,000
CATHOLIC HOUSING SERVICES OF WESTERN WASHINGTON
100 23RD AVENUE SSEATTLEWA98144N/APCUNRESTRICTED CHARITABLE GRANT$50,000
CENTRAL ARIZONA SHELTER SERVICES
PO BOX 18250PHOENIXAZ85005N/APCUNRESTRICTED CHARITABLE GRANT$50,000
COMMUNITY COOPERATIVE
PO BOX 2143FT MYERSFL33902N/APCUNRESTRICTED CHARITABLE GRANT$30,000
CORNERSTONE OF HOPE
253 N STATE ST SUITE 200WESTERVILLEOH43081N/APCUNRESTRICTED CHARITABLE GRANT$25,000
CROHN'S & COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10013N/APCUNRESTRICTED CHARITABLE GRANT$50,000
DALLAS ARBORETUM BOTANICAL SOCIETY
8617 GARLAND ROADDALLASTX752183914N/APCSTEM EDUCATION PROGRAM$15,000
DALLAS FORT WORTH PUG RESCUE CLUB
PO BOX 2591GRAPEVINETX760992591N/APCUNRESTRICTED CHARITABLE GRANT$20,000
DOMINICAN FRIARS OF THE PROVINCE OF ST JOSEPH
141 EAST 65TH STNEW YORKNY10065N/APCUNRESTRICTED CHARITABLE GRANT$25,000
DOWNTOWN WOMEN'S CENTER
442 SOUTH SAN PEDRO STREETLOS ANGELESCA90013N/APCUNRESTRICTED CHARITABLE GRANT$5,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BLVDGLENVIEWIL600268022N/APCUNRESTRICTED CHARITABLE GRANT$50,000
FERGUSON ROAD INITIATIVE
7229 FERGUSON ROAD 4101 PO BOXDALLASTX75357N/APCUNRESTRICTED CHARITABLE GRANT$10,000570417
FLORIDA LIONS EYE CLINIC
10322 PENNSYLVANIA AVEBONITA SPRINGSFL34135N/APCUNRESTRICTED CHARITABLE GRANT$25,000
FOCUS MISSION FOUNDATION
523 PARK POINT DR SUITE 300GOLDENCO80401N/APCUNRESTRICTED CHARITABLE GRANT$50,000
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVENUE NORTHSEATTLEWA981091024N/APCUNRESTRICTED CHARITABLE GRANT$5,000
FRIENDS AT MARY'S PLACE
1830 9TH AVENUESEATTLEWA98101N/APCUNRESTRICTED CHARITABLE GRANT$25,000
FRIENDS OF PINAL COUNTY ANIMAL SHELTER & RESCUE
PO BOX 11145CASA GRANDEAZ857300147N/APCUNRESTRICTED CHARITABLE GRANT$15,000
GIRLS ON THE RUN-CHICAGO
1415 N DAYTON ST SUITE 112CHICAGOIL60642N/APCUNRESTRICTED CHARITABLE GRANT$25,000
GOOD SAMARITANS OF GARLAND TEXAS
214 NORTH 12TH STREETGARLANDTX75040N/APCUNRESTRICTED CHARITABLE GRANT$40,000
HABITAT FOR HUMANITY
1288 N TAMIAMI TRAIL NORTHFT MYERSFL33903N/APCUNRESTRICTED CHARITABLE GRANT$20,000
HAPPY EVER AFTER LEAGUE
11445 E VIA LINA 2-493SCOTTSDALEAZ85259N/APCUNRESTRICTED CHARITABLE GRANT$50,000
HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA
3760 FOWLER STREETFORT MYERSFL33901N/APCUNRESTRICTED CHARITABLE GRANT$30,000
HAZELDON BETTY FORD FOUNDATION
PO BOX 11 OS3CENTER CITYMN55012N/APCUNRESTRICTED CHARITABLE GRANT$75,000
HEARTS AND HOMES FOR VETERANS
2230 ALICIA STFT MYERSFL33901N/APCUNRESTRICTED CHARITABLE GRANT$30,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242N/APCSCHOLARSHIPS$25,000
HOME OF THE MOTHER
PO BOX 1134WORTHINGTONOH43085N/APCUNRESTRICTED CHARITABLE GRANT$50,000
HOMEBOY INDUSTRIES
130 W BRUNO STREETLOS ANGELESCA90012N/APCUNRESTRICTED CHARITABLE GRANT$10,000
IMMACULATE CONCEPTION CATHOLIC CHURCH
366 E NORTH BROADWAYCOLUMBUSOH43214N/APCUNRESTRICTED CHARITABLE GRANT$10,000
INDIANA UNIVERSITY FOUNDATION
PO BOX 6460INDIANAPOLISIN462066460N/APCUNRESTRICTED CHARITABLE GRANT$75,000
ISSAQUAH FOOD BANK
179 1ST AVE SEISSAQUAHWA98027N/APCUNRESTRICTED CHARITABLE GRANT$25,000
JOURNEYS THE ROAD HOME
1140 E NORTHWEST HIGHWAYPALATINEIL60074N/APCUNRESTRICTED CHARITABLE GRANT$25,000
LEE HEALTH FOUNDATION
9800 S HEALTHPARK DR SUITE 405FT MYERSFL33908N/APCCANCER CLINIC$25,000
LEE HEALTH FOUNDATIONKIDS MINDS MATTER
PO BOX 2218FT MYERSFL33902N/APCUNRESTRICTED CHARITABLE GRANT$50,000
LOUIS-DODSON SCHOLARSHIP AT ITHACA HIGH SCHOOL
SCHOOL DISTRICT OF ITHACA 24615RICHLAND CENTERWI53581N/APCSCHOLARSHIPS$162,500STATE HWY 58
LOYOLA HIGH SCHOOL FUND
1901 VENICE BLVDLOS ANGELESCA90006N/APCUNRESTRICTED CHARITABLE GRANT$7,500
LUTHERN SOCIAL SERVICES FOOD PANTRY
1105 SCHROCK RD STE 100COLUMBUSOH43229N/APCUNRESTRICTED CHARITABLE GRANT$25,000
LUTHERN SOCIAL SERVICES-CHOICES
1105 SCHROCK RD STE 100COLUMBUSOH43229N/APCUNRESTRICTED CHARITABLE GRANT$50,000
MAGGIES PLACE ARIZONA
PO BOX 1102PHOENIXAZ85001N/APCUNRESTRICTED CHARITABLE GRANT$50,000
MATTHIAS ACADEMY
12603 224TH AVEBRISTOLWI53104N/APCUNRESTRICTED CHARITABLE GRANT$25,000
MCDONOGH SCHOOL
PO BOX 380OWING MILLSMD21117N/APCSCHOLARSHIPS$10,000
MIAMI UNIVERSITY FOUNDATION
MURSTEIN ALUMNI CENTER 725 EST OXFORDOH45056N/APCUNRESTRICTED CHARITABLE GRANT$10,000CHESTNUT
NAPLES THERAPEUTIC RIDING CTR
206 RIDGE DRIVENAPLESFL34108N/APCUNRESTRICTED CHARITABLE GRANT$20,000
NEW HORIZONS OF SWFL
PO BOX 1118333NAPLESFL34108N/APCUNRESTRICTED CHARITABLE GRANT$20,000
NORTH NAPLES CHURCH
6000 GOODLETTE-FRANK FRANK RDNAPLESFL34109N/APCUNRESTRICTED CHARITABLE GRANT$10,000
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LNPLANOTX75075N/APCUNRESTRICTED CHARITABLE GRANT$75,000
OKLAHOMA UNIVERISTY JAMES AND JEANNIE DODSON HERITAGE ENDOWMENT
UNIVERSITY OF OKLAHOMA FOUNDATIONNORMANOK73019N/APCSCHOLARSHIPS$10,000307 WEST BROOKS STREET
OVERLAKE MEDICAL CENTER FOUNDATION
1035 116TH AVE NEBELLEVUEWA98004N/APCUNRESTRICTED CHARITABLE GRANT$50,000
PARTNERS FOR OUR COMMUNITIES
1585 RAND ROADPALATINEIL60067N/APCUNRESTRICTED CHARITABLE GRANT$25,000
PELOTONIA
2281 KENNY RD SUITE 450COLUMBUSOH43210N/APCCANCER RESEARCH$50,000
PONTIFICAL COLLEGE JOSEPHINUM
7625 N HIGH STCOLUMBUSOH43235N/APCUNRESTRICTED CHARITABLE GRANT$50,000
PUG RESCUE OF NORTHERN CALIFORNIA (PUG RESCUE OF SACREMENTO)
PO BOX 5094CONCORDCA94524N/APCUNRESTRICTED CHARITABLE GRANT$15,000
SEATLLE CHILDRENS HOSPITAL FOUNDATION
M/S 818F PO BOX 5371SEATTLEWA981455005N/APCUNRESTRICTED CHARITABLE GRANT$12,500
SHARING LIFE COMMUNITY OUTREACH
3544 E EMPORIUM CIRCLEMESQUITETX75150N/APCUNRESTRICTED CHARITABLE GRANT$25,000
ST CATHERINE UNIVERSITY
601 25TH AVENUEMINNEAPOLISMN55454N/APCUNRESTRICTED CHARITABLE GRANT$30,000
ST COLETTAS OF ILLINOIS FOUNDATION
18350 CROSSING DRTINLEY PARKIL60487N/APCUNRESTRICTED CHARITABLE GRANT$50,000
ST MARY'S FOOD BANK ALLIANCE
2831 N 31ST AVENUEPHOENIXAZ85009N/APCUNRESTRICTED CHARITABLE GRANT$52,500
ST MATTHEWS HOUSE
2001 AIRPORT RDS NAPLESFL34112N/APCUNRESTRICTED CHARITABLE GRANT$30,000
STOUT UNIVERSITY FOUNDATION
320 SOUTH BROADWAY STREETMENOMONIEWI54751N/APCSCHOLARSHIPS$50,000
THE STEW POT
1835 YOUNG STREETDALLASTX75201N/APCUNRESTRICTED CHARITABLE GRANT$25,000
THOMAS AQUINAS COLLEGE
1000 OJAI RDSANTA PAULACA93060N/APCUNRESTRICTED CHARITABLE GRANT$10,000
TINY PAWS PUG RECUE
PO BOX 281APTOSCA95001N/APCUNRESTRICTED CHARITABLE GRANT$10,000
UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE
7273 CONCOURSE DRIVEFORT MYERSFL33908N/APCUNRESTRICTED CHARITABLE GRANT$20,000
UNIVERSITY SCHOOL OF MILWAUKEE
2100 WEST FAIRY CHASM ROADMILWAUKEEWI53217N/APCUNRESTRICTED CHARITABLE GRANT$25,000
UNIVERSITY WISCONSIN FOUNDATION ATHLETICS
1848 UNIVERSITY AVENUEMADISONWI53708N/APCUNRESTRICTED CHARITABLE GRANT$25,000
US OLYMPIC COMMITTEE
1 OLYMPIC PLAZASPRINGSCO80909N/APCUNRESTRICTED CHARITABLE GRANT$100,000
UWM FOUNDATION
1440 E NORTH AVEMILWAUKEEWI53202N/APCUNRESTRICTED CHARITABLE GRANT$25,000
VILLAGE THEATER
303 FRONT ST NISSAQUAHWA98027N/APCUNRESTRICTED CHARITABLE GRANT$20,000
WHITE ROCK CENTER OF HOPE
PO BOX 180358DALLASTX75218N/APCUNRESTRICTED CHARITABLE GRANT$75,000
WILKINSON CENTER
PO BOX 720248DALLASTX75372N/APCUNRESTRICTED CHARITABLE GRANT$75,000
WYOMING CATHOLIC COLLEGE
306 MAIN STREETLANDERWY82520N/APCUNRESTRICTED CHARITABLE GRANT$10,000
YOUTH HAVEN
5867 WHITACKER RDNAPLESFL34112N/APCUNRESTRICTED CHARITABLE GRANT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,710,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,877ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$740,172ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$14,848ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPASS-THROUGH INCOME FROM K-1: A&A COATING, INC.Desc
Business310000BusinessCd
Unrelated Business Taxbl Incm$274,795UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$274,795UnrelatedBusinessTaxblIncmAmt
Exclusion$737,201ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,011,996TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,746Amt
Net Investment Income$2,373NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,873DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CSFB MORTGAGE-BACKED CERTIFICATES CUSIP 225458UE6$49,082$46,266
LOOMIS SAYLES STRATEGIC INCOME (NEFZX)$1,047,873$940,515
PIMCO INCOME FUND (PONAX)$1,677,098$1,552,167
ROYAL BANK OF CANADA CUSIP 78014RXX3$489,305$460,810

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPDR S&P 500 ETF TRUST (SPY)$3,655,736$10,959,696
VANGUARD 500 INDEX FD ADMIRAL (VFIAX)$5,603,807$14,603,136
VANGUARD EXTENDED MARKET ETF (VXF)$1,454,844$3,158,417
VANGUARD ADMIRAL FDS INC$781,341$1,635,137
VANGUARD WHITEHALL FDS$909,527$1,105,180

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN A&A COATING, INC.CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$8,684,219BookValueAmt
EOYFMV$968,082EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$2,124LegalFeesAmt
Net Investment Income$1,062NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,062DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS IN TRANSITDesc
BOY Book Value$2,803BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBROKER ADJUSTMENTS TO COST BASISDesc
Amt$32,345Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPASS-THROUGH INCOME FROM K-1: A&A COATING, INC.Desc
Revenue And Expenses Per Books$274,795RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$274,795AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$10,113Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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