DODSON FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DODSON FOUNDATION INC (EIN 39-1694304)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-02-16
- IRS object ID
- 201510479349100606
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T13:59:32-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 PO BOX 8130 | AddressLine1Txt |
| City | JANESVILLE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 535478130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 CO J MICHAEL DODSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DODS | BusinessNameControlTxt |
| Phone | 4804679873 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DODSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4804679873 | PhoneNum |
| Signature | 2015-02-10 | 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 | 2015-02-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,058,447 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,389 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,053 | 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 | $1,488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,493 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $529,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $495,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$432,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,865 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $439,787 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,431 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,469,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,199,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,781,016 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,909,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,477,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,058,447 | 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 | $3,909,462 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,477,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,909,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,477,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,909,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,477,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,909,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$432,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,477,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,477,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 7000 SHS LENNAR CORP CL A | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-11-26 | AcquiredDt |
| Sold | 2014-03-07 | SoldDt |
| Gross Sales Price | $294,169 | GrossSalesPriceAmt |
| Cost Or Other Basis | $269,780 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,389 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,389 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,389 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $255,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,453,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073842 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $325,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,773,068 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.117199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $260,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,117,207 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122803 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $218,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,553,811 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.140300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $408,708 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,495,817 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.273234 | DistributionYr5Rt |
| Total Distribution | 0.727378 | TotalDistributionRt |
| Average Distribution | 0.145476 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,190,214 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $609,576 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $610,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $495,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,257 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $57 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | J MICHAEL DODSON | IndividualWithBooksNm |
| Phone | 4804679873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9226 N 128TH WAY | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85259 | 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 (2 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 | 0.00 | $0 | $0 | $0 |
| CYNTHIA L GARDNER | ||||||||
| 7643 DUNCANS GLEN DRIVE | WESTERVILLE | OH | 43082 | DIRECTOR | 0.00 | $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 | $3,743,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $510,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,254,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,254,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,190,214 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,257 | TotalTaxAmt |
| Distributable Before Adj | $208,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,254 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $495,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $495,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $495,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $334,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,904 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $155,820 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $187,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $901,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $495,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $286,746 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,188,626 | 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 | $334,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $854,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,904 | ExcessFromYear4Amt |
| Excess From Year3 | $155,820 | ExcessFromYear3Amt |
| Excess From Year2 | $187,134 | ExcessFromYear2Amt |
| Excess From Year1 | $83,521 | ExcessFromYear1Amt |
| Excess From Current Year | $286,746 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS FOUNDATION | |||||||
| 27001 AGOURA ROAD SUITE 250 | CALABASAS HILLS | CA | 91301 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85719 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $2,500 |
| 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 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $2,500 |
| MCDONOGH SCHOOL | |||||||
| 8600 MCDONOGH ROAD | OWING MILLS | MD | 21117 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| COLUMBUS SYMPHONY | |||||||
| 55 EAST STATE STREET | COLUMBUS | OH | 43215 | 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 |
| GOOD SAMARITANS OF GARLAND INC | |||||||
| 214 NORTH 12TH STREET | GARLAND | TX | 75040 | 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 | $10,000 |
| 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 |
| ST STEPHEN THE MARTYR CATHOLIC CHAPEL | |||||||
| 1515 12TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| LITTLE CITY FOUNDATION | |||||||
| 1760 WEST ALGONQUIN ROAD | PALATINE | IL | 60067 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| FAITH MISSION | |||||||
| 245 NORTH GRANT AVENUE | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| PELOTONIA FUND FOR CANCER RESEARCH | |||||||
| L-3454 | COLUMBUS | OH | 432603454 | N/A | PUBLIC CHARITY | ANNUAL OPEARATIONS | $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 |
| ST THERESA SCHOOL | |||||||
| 1037 WEST ARMITAGE AVE | CHICAGO | IL | 60614 | 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 |
| WELLNESS PLACE | |||||||
| 1619 WEST COLONIAL PARKWAY | INVERNESS | IL | 600674732 | 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 |
| PRSDC | |||||||
| PO BOX 151449 | SAN DIEGO | CA | 921751449 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| PATRIOT PAWS | |||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| 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 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,000 | 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 | $44 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,053 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,488 | Amt |
| Net Investment Income | $1,488 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $3,199,896 | EOYBookValueAmt |
| EOYFMV | $3,781,016 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Amt | $31,172 | Amt |
| Net Investment Income | $31,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,493 | Amt |
| Net Investment Income | $1,493 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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