DODSON FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DODSON FOUNDATION INC (EIN 39-1694304)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-28
- IRS object ID
- 201340879349100004
- Schema version
- 2012v2.1
- 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
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-28T13:28:11-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MIDLAND COURT PO BOX 8130 | AddressLine1 |
| City | JANESVILLE | City |
| State | WI | State |
| ZIP Code | 535478130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391694304 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DODSON FOUNDATION INC CO JAMES DODSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DODS | NameControl |
| Phone | 8056882872 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 BOX CANYON RD | AddressLine1 |
| City | SANTA YNEZ | City |
| State | CA | State |
| ZIP Code | 93460 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES DODSON | Name |
| Title | PRESIDENT | Title |
| Phone | 8056882872 | Phone |
| Date Signed | 2013-03-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN M GARDINIER CPA | Name |
| PTIN | P00073260 | PTIN |
| Phone | 6087525835 | Phone |
| Date Prepared | 2013-03-16 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3500116 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 803999 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 395 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 395 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 44169 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44169 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -86255 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 235251 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 133 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 133 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 762441 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44697 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2913 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2913 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1462 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1462 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2760 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8085 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5325 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 325000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 325000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 333085 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5325 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 325000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 429356 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 39372 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 399698 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 347478 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 347478 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2592299 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3073875 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3152638 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2991997 | TotalAssetsBOY |
| Total Assets EOY | 3421353 | TotalAssetsEOY |
| Total Assets EOYFMV | 3500116 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2991997 | RetainedEarningsBOY |
| Retained Earnings EOY | 3421353 | RetainedEarningsEOY |
| Total Net Assets BOY | 2991997 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3421353 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2991997 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3421353 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2991997 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 429356 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3421353 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3421353 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 7500 S MARKET VECTORS | P | 2011-12-01 | 2012-10-24 | 229564 | 229500 | 64 | 64 |
| 200 S CITIGROUP | P | 2001-07-13 | 2012-08-16 | 5687 | 92006 | -86319 | -86319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -86255 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 260000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2117207 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.122803 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 218000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1553811 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.140300 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 408708 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1495817 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.273234 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 555496 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2097853 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.264793 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 340000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1593882 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.213316 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.014446 | TotalDistributionRatio |
| Average Distribution Ratio | 0.202889 | AverageDistributionRatio |
| Net Noncharitable Assets | 2773068 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 562625 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 394 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 563019 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 325000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 787 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 787 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 787 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1680 | TotalCreditsAndPayments |
| Overpayment | 893 | Overpayment |
| Amount Credited To Next Year | 893 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES D DODSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8056882872 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 BOX CANYON ROAD | AddressLine1 |
| City | SANTA YNEZ | City |
| State | CA | State |
| ZIP Code | 93460 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES D DODSON | ||||||||
| 3140 BOX CANYON ROAD | SANTA YNEZ | CA | 93460 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| MICHAEL J DODSON | ||||||||
| 3140 BOX CANYON ROAD | SANTA YNEZ | CA | 93460 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CYNTHIA L GARDNER | ||||||||
| 3140 BOX CANYON ROAD | SANTA YNEZ | CA | 93460 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2528923 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 286374 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2815297 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2815297 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42229 | CashDeemedCharitable |
| Net Noncharitable Assets | 2773068 | NetNoncharitableAssets |
| Minimum Investment Return | 138653 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 138653 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 787 | TaxBasedOnInvestmentIncome |
| Total Tax | 787 | TotalTax |
| Distributable Amount Before Adj | 137866 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 137866 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 137866 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 325000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 325000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 325000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 137866 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 270649 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 454611 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 334501 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 140904 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 155820 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1356485 | TotalExcessDistriCarryover |
| Qualifying Distributions | 325000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 137866 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 187134 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1543619 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 270649 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1272970 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 454611 | ExcessFromYear4 |
| Excess From Year3 | 334501 | ExcessFromYear3 |
| Excess From Year2 | 140904 | ExcessFromYear2 |
| Excess From Year1 | 155820 | ExcessFromYear1 |
| Excess From Current Year | 187134 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES D DODSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALS FOUNDATION | |||||||
| 27001 AGOURA ROAD SUITE 250 | CALABASAS HILLS | CA | 91301 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| AMERICAN RED CROSS | |||||||
| 1565 EXPOSITION BLVD | SACRAMENTO | CA | 95815 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $25,000 |
| ART WITH A HEART INC | |||||||
| 3355 KESWICK ROAD SUITE 104 | BALTIMORE | MD | 21211 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONSANNUAL OPERATIONS | $5,000 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $7,500 |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 452293039 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| 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 |
| FRIENDS OF AMERICAN MARTYRS SCHOOL | |||||||
| 865 3RD STREET | MANHATTAN BEACH | CA | 90266 | 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 |
| HOLY FAMILY SOUP KITCHEN AND FOOD PANTRY | |||||||
| 57 S GRUBB ST | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| JEMICY SCHOOL | |||||||
| 11 CELADON RD | OWINGS MILLS | MD | 211173099 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONSANNUAL OPERATIONS | $5,000 |
| JOURNEYS FROM PADS TO HOPE | |||||||
| 1140 E NORTHWEST HIGHWAY | PALATINE | IL | 60074 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| LITTLE CITY FOUNDATION | |||||||
| 1760 WEST ALGONQUIN ROAD | PALATINE | IL | 60067 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $7,500 |
| MARYLAND FOOD BANK | |||||||
| 28500 OWENS BRANCH ROAD | SALISBURY | MD | 218011762 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| PELOTONIA FUND FOR CANCER RESEARCH | |||||||
| L-3454 | COLUMBUS | OH | 432603454 | N/A | PUBLIC CHARITY | ANNUAL OPEARATIONS | $5,000 |
| PUG RESCUE OF SAN DIEGO COUNTY | |||||||
| PO BOX 151449 | SAN DIEGO | CA | 921751449 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| SANDPIPERS | |||||||
| PO BOX 72 | HERMOSA BEACH | CA | 90254 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| SOUTH BAY CHILDREN'S HEALTH CENTER | |||||||
| 410 S CAMINO REAL | REDONDO BEACH | CA | 90277 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| ST CATHERINES UNIVERSITY | |||||||
| 601 25TH AVE | MINNEAPOLIS | MN | 55454 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| ST MARY'S FOOD BANK ALLIANCE | |||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $15,000 |
| ST THERESA SCHOOL | |||||||
| 1037 WEST ARMITAGE AVE | CHICAGO | IL | 60614 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVE | OJAI | CA | 93023 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $50,000 |
| STOUT UNIVERSITY FOUNDATION | |||||||
| 320 SOUTH BROADWAY STREET | MENOMONIE | WI | 54751 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $20,000 |
| 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 | $5,000 |
| WELLNESS PLACE | |||||||
| 1619 WEST COLONIAL PARKWAY | INVERNESS | IL | 600674732 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| WYOMING CATHOLIC COLLEGE | |||||||
| 163 LEEDY DRIVE | LANDER | WY | 82520 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $15,000 |
| YOUNG AMERICAN FOUNDATION | |||||||
| 110 ELDEN ST | HERNDON | VA | 20170 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONSANNUAL OPERATIONS | $10,000 |
| LEARNING INC | |||||||
| 1234 WEST 36TH ST | BALTIMORE | MD | 21211 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| GREATER BALTIMORE WOMEN'S BASKETBALL EDUCATION COALITION INC | |||||||
| 2700 SEAMON AVE | BALTIMORE | MD | 21225 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| THE CATIE CARNES FOUNDATION | |||||||
| PO BOX 5464 | TOWSON | MD | 21285 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $2,500 |
| MOUNT CARMEL SCHOLARSHIP FUND | |||||||
| 9500 CARMEL MOUNTAIN ROAD | SAN DIEGO | CA | 92129 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| HAPPILY EVER AFTER LEAGUE | |||||||
| 11445 E VIA LINA 2-493 | SCOTTSDALE | AZ | 85259 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| CORNELL COLLEGE | |||||||
| 600 1ST ST SW | MOUNT VERNON | IA | 52314 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 325000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $395 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44,169 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $133 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$86,255 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$41,558 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -41558 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES D DODSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 BOX CANYON ROAD | AddressLine1 |
| City | SANTA YNEZ | City |
| State | CA | State |
| ZIP Code | 93460 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 803999 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 7,500 SHS SEMICONDUCTOR HOLDERS TRUST & 5,000 SHS SPYDERS S&P 500 ETF | NoncashPropertyDescription |
| Fair Market Value | 803999 | FairMarketValue |
| Date Received | 2012-11-26 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $950 | Amount |
| Net Investment Income | 950 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 3073875 | EOYBookValue |
| EOYFMV | 3152638 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,913 | Amount |
| Net Investment Income | 2913 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LITIGATION SETTLEMENT | Description |
| Revenue And Expenses Per Books | 133 | RevenueAndExpensesPerBooks |
| Net Investment Income | 133 | NetInvestmentIncome |
| Adjusted Net Income | 133 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | Category |
| Amount | $1,462 | Amount |
| Net Investment Income | 1462 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 FEDERAL EXCISE TAX BALANCE DUE | $1,080 | 0 | 0 |
| 2012 FEDERAL ESTIMATED TAX PAYMENTS | $1,680 | 0 | 0 |
Comments