DODSON FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DODSON FOUNDATION INC (EIN 39-1694304)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-08
- IRS object ID
- 201611909349100106
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-08T10:57:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Midland Court | AddressLine1Txt |
| City | Janesville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391694304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dodson Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARK R DODSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DODS | BusinessNameControlTxt |
| Phone | 3123072326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 Plymouth Drive | AddressLine1Txt |
| City | Inverness | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R DODSON | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3123072326 | PhoneNum |
| Signature | 2016-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lynn M Gardinier CPA | PreparerPersonNm |
| PTIN | P00073260 | PTIN |
| Phone | 6087525835 | PhoneNum |
| Preparation | 2016-07-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,577,982 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,588,636 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,162 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,833 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,736,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $837 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,294 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,865 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,284 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,837 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,216,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $277,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,449,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,449,999 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,199,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,208,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,539,354 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,722,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,588,629 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,477,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,381,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,577,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,477,327 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,381,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,477,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,381,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,477,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,381,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,477,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,216,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,752,628 | OtherIncreasesAmt |
| Subtotal | $29,446,042 | SubtotalAmt |
| Other Decreases | $64,509 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,381,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CSFB Mortgage backed pass through | P | 2012-10-12 | 2015-12-25 | $509 | $543 | -$34 | -$34 |
| IShares MSCI Emerging Mkts. ETF-2400 shs | P | 2009-10-12 | 2015-01-21 | $96,284 | $96,822 | -$538 | -$538 |
| CSFB Mortgage backed pass through | P | 2012-10-12 | 2015-12-25 | $2,937 | $3,133 | -$196 | -$196 |
| IShares MSCI Emerging Mkts. ETF- 1409 shs | P | 2010-01-11 | 2015-01-21 | $56,527 | $60,729 | -$4,202 | -$4,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,970 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $495,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,190,214 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118132 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $255,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,453,304 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073842 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $325,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,773,068 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.117199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $260,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,117,207 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122803 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $218,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,553,811 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.140300 | DistributionYr5Rt |
| Total Distribution | 0.572276 | TotalDistributionRt |
| Average Distribution | 0.114455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,415,785 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $734,319 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $735,718 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $450,837 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,799 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,799 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,519 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Mark R Dodson | IndividualWithBooksNm |
| Phone | 3123072326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 Plymouth Drive | AddressLine1Txt |
| City | Inverness | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J Michael Dodson | ||||||||
| 9226 N 128th Way | Scottsdale | AZ | 85259 | Director | 1.00 | $0 | $0 | $0 |
| Cynthia L Gardner | ||||||||
| 7643 Duncans Glen Drive | Westerville | OH | 43082 | Director | 1.00 | $0 | $0 | $0 |
| Mark R Dodson | ||||||||
| 347 Plymouth Drive | Inverness | IL | 60067 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,829,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $683,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,513,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,513,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,415,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $320,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $320,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,799 | TotalTaxAmt |
| Distributable Before Adj | $317,990 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,990 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,990 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,837 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $450,837 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $450,837 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,904 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $155,820 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $187,134 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,746 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $854,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $450,837 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $132,847 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $986,972 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $140,904 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $846,068 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $155,820 | ExcessFromYear4Amt |
| Excess From Year3 | $187,134 | ExcessFromYear3Amt |
| Excess From Year2 | $83,521 | ExcessFromYear2Amt |
| Excess From Year1 | $286,746 | ExcessFromYear1Amt |
| Excess From Current Year | $132,847 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Maryland Family Network | |||||||
| 1001 Eastern Avenue | Baltimore | MD | 21202 | N/A | Public Charity | Annual Operations | $10,000 |
| Art with a Heart Inc | |||||||
| 3355 Keswick Road Suite 104 | Baltimore | MD | 21211 | N/A | Public Charity | Annual OperationsAnnual OperationsAnnual Operations | $5,000 |
| McDonogh School | |||||||
| 8600 McDonogh Road | Owing Mills | MD | 21117 | N/A | Public Charity | Annual Operations | $5,000 |
| Crohn's & Colitis Foundation of America | |||||||
| 386 Park Avenue South 17th Floor | New York | NY | 10013 | N/A | Public Charity | Annual Operations | $5,000 |
| Days End Farm Horse Rescue | |||||||
| 1372 Woodbine Road | Lisbon | MD | 21797 | N/A | Public Charity | Annual Operations | $5,000 |
| DFW Pug Rescue | |||||||
| PO Box 2591 | Grapevine | TX | 760992591 | N/A | Public Charity | Annual Operations | $5,000 |
| HAPPILY EVER AFTER LEAGUE | |||||||
| 11445 E Via Lina 2-493 | Scottsdale | AZ | 85259 | N/A | PUBLic Charity | ANNUAL OPERATIONS | $15,000 |
| Holy Family Soup Kitchen and Food Pantry | |||||||
| 57 S Grubb St | Columbus | OH | 43215 | N/A | Public Charity | Annual Operations | $10,000 |
| Itineris Foundation | |||||||
| 2201 Old Court Rd | Baltimore | MD | 21208 | N/A | Public Charity | Annual Operations | $10,000 |
| Jemicy School | |||||||
| 11 Celadon Rd | Owings Mills | MD | 211173099 | N/A | Public Charity | Annual OperationsAnnual Operations | $10,000 |
| Journeys from PADS to Hope | |||||||
| 1140 E Northwest Highway | Palatine | IL | 60074 | N/A | Public Charity | Annual Operations | $10,000 |
| Pelotonia Fund for Cancer Research | |||||||
| L-3454 | Columbus | OH | 432603454 | N/A | Public Charity | Annual Operations | $10,000 |
| Sandpipers | |||||||
| PO Box 72 | Hermosa Beach | CA | 90254 | N/A | Public Charity | Annual Operations | $5,000 |
| Phi Delta Theta Foundation | |||||||
| 2 South Campus Avenue | Oxford | OH | 45056 | N/A | Public Charity | Annual Operations | $10,000 |
| St Catherines University | |||||||
| 601 25th Ave | Minneapolis | MN | 55454 | N/A | Public Charity | Annual Operations | $10,000 |
| St Mary's Food Bank Alliance | |||||||
| 2831 N 31st Ave | Phoenix | AZ | 85009 | N/A | Public Charity | Annual Operations | $10,000 |
| Stout University Foundation | |||||||
| 320 South Broadway Street | Menomonie | WI | 54751 | N/A | Public Charity | Annual Operations | $30,000 |
| PHD | |||||||
| 1610 Colonial Park | Inverness | IL | 60067 | N/A | Public Charity | Annual Operations | $10,000 |
| Thomas Aquinas College | |||||||
| 10000 Ojai Rd | Santa Paula | CA | 93060 | n/A | public Charity | Annual Operations | $5,000 |
| Torrance Memorial Foundation | |||||||
| 3330 Lomita Boulevard | Torrance | CA | 90505 | N/A | Public Charity | Annual Operations | $20,000 |
| UW Foundation ATHLETICS | |||||||
| 1848 University Ave | Madison | WI | 53708 | N/A | Public Charity | Annual Operations | $10,000 |
| Wyoming Catholic College | |||||||
| 163 Leedy Drive | Lander | WY | 82520 | N/A | Public Charity | Annual Operations | $10,000 |
| Eastside Catholic High School | |||||||
| 232 228th Avenue Southeast | Sammamish | WA | 98074 | N/A | Public Charity | Annual Operations | $5,000 |
| Friends of St Lawrence | |||||||
| 10122 Compton Avenue | Los Angeles | CA | 90002 | N/A | Public Charity | Annual Operations | $5,000 |
| The Humane Society of the United States | |||||||
| 1521 W Dobbins Road | PHoenix | AZ | 85041 | n/A | public Charity | annual operations | $50,000 |
| Santa Ynez Valley Foundation | |||||||
| 540 Alisal Rd Suite 10 | Solvang | CA | 93463 | N/A | public Charity | Annual Operations | $100,000 |
| Home of the Mother Inc | |||||||
| 51 n MacDade Blvd | Darby | PA | 19023 | N/A | public Charity | annual operations | $5,000 |
| Our Lady of the Shoals Catholic Chapel | |||||||
| 200 East Commons Street North | Tuscumbia | AL | 35674 | N/A | public Charity | Annual Operations | $5,000 |
| Blessed Margaret Guild | |||||||
| 262 North Grant Ave | Columbus | OH | 43215 | N/A | Public Charity | Annual Operations | $10,000 |
| Fremd Viking Booster Club | |||||||
| 1000 S Quentin Road | palatine | IL | 60067 | N/A | public charity | Annual Operations | $10,000 |
| Bridge Youth and Family Services | |||||||
| 721 s Quentin Rd 103 | Palatine | IL | 60067 | N/A | public Charity | Annual Operations | $10,000 |
| Partners for our Communities | |||||||
| 1585 N Rand Rd | Palatine | IL | 60067 | N/A | Public Charity | Annual Operations | $10,000 |
| Cincinnati Childrens Hospital | |||||||
| 3333 Burnet Ave | cincinnati | OH | 45229 | N/A | public Charity | Annual Operations | $10,000 |
| Arizona Pug Adoption and Rescue Network | |||||||
| 1106 N Gilbert Rd | Mesa | AZ | 85203 | N/A | public Charity | Annual Operations | $5,000 |
| Catholic Housing Services of Western Washington | |||||||
| 100 23rd Avenue S | Seattle | WA | 98144 | N/A | public Charity | Annual Operations | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,162 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,970 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A&A Coating, Inc. K-1 | Desc |
| Business | 310000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,833 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,833 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $156,972 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,139 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| James D Dodson Estate | |||||||
| 1 | 9226 N 128th Way | Scottsdale | AZ | 85259 | $17,169,333 | Yes (X) | |
| James D Dodson Estate | |||||||
| 2 | 9226 N 128th Way | Scottsdale | AZ | 85259 | $3,419,303 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 20,191 shs.-EEM, 60,000 shs.-XLF, 52,331 shs.-SPY, 2,009,000 shs.-CSFB Mortgage-backed securities | $13,580,704 | 2015-11-19 |
| 1 | 949.34 Shs. of A&A Coating, Inc-a privately held company. | $3,588,629 | 2015-11-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $837 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 70,000 shs. of Select Sector SPDR Trust | $1,484,986 | $1,668,100 |
| 63,331 shs. of SPDR S&P 500 ETF Trust | $10,988,192 | $12,911,291 |
| 48,191 shs. of ISHARES MSCI Emerging Markets ETF | $1,994,585 | $1,551,268 |
| 1,200,000 shs. of CSFB Mortgage-backed certificates CUSIP 225458UE6 | $366,564 | $293,687 |
| 809,000 shs. of CSFB Mortgage-backed Certificates CUSIP 225458XM5 | $374,568 | $115,008 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment in A&A Coating, Inc. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,722,639 | BookValueAmt |
| EOYFMV | $3,588,629 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| A&A Coating, Inc. K-1 - Non-deductible expenses | $265 |
| Dividend Timing difference | $64,244 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A&A Coating, Inc. K-1 | Desc |
| Revenue And Expenses Per Books | -$8,833 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$8,833 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Difference between asset basis and value at date of contribution | Desc |
| Amt | $5,752,628 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Amt | $61,527 | Amt |
| Net Investment Income | $17,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James D Dodson Estate | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9226 N 128th Way | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85259 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $5,202 | Amt |
| Net Investment Income | $3,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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