DODSON FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DODSON FOUNDATION INC (EIN 39-1694304)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-12
- IRS object ID
- 201220729349100212
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-12T18:02:33-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-03-04 | 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 | 2012-03-04 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2628125 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 849775 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 900 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 900 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 41012 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 41012 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43084 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 238690 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43084 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 934771 | TotalRevenueAndExpenses |
| Total Net Investment Income | 84996 | 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 |
| Accounting Fees Rev And Expnss | 1005 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1005 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 875 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1880 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1005 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 260000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 260000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 261880 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1005 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 260000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 672891 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 83991 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 387651 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 399698 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 399698 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1931455 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2592299 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2228427 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2319106 | TotalAssetsBOY |
| Total Assets EOY | 2991997 | TotalAssetsEOY |
| Total Assets EOYFMV | 2628125 | 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 | 2319106 | RetainedEarningsBOY |
| Retained Earnings EOY | 2991997 | RetainedEarningsEOY |
| Total Net Assets BOY | 2319106 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2991997 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2319106 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2991997 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2319106 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 672891 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2991997 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2991997 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 2,000 SHS SPYDERS S&P 500 ETF | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 238690 | GrossSalesPrice |
| Cost Or Other Basis | 195606 | CostOrOtherBasis |
| Gain Or Loss | 43084 | GainOrLoss |
| Gains Minus Excess Or Losses | 43084 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43084 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 218000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1553811 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.140300 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 408708 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1495817 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.273234 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 555496 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2097853 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.264793 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 340000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1593882 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.213316 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 184500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1061618 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.173791 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.065434 | TotalDistributionRatio |
| Average Distribution Ratio | 0.213087 | AverageDistributionRatio |
| Net Noncharitable Assets | 2117207 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 451149 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 840 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 451989 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 260000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1680 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1680 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1680 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Tax Due | 1080 | TaxDue |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEANINE L DODSON | ||||||||
| 3140 BOX CANYON ROAD | SANTA YNEZ | CA | 93460 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| 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 | 1828638 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 320811 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2149449 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2149449 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32242 | CashDeemedCharitable |
| Net Noncharitable Assets | 2117207 | NetNoncharitableAssets |
| Minimum Investment Return | 105860 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 105860 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1680 | TaxBasedOnInvestmentIncome |
| Total Tax | 1680 | TotalTax |
| Distributable Amount Before Adj | 104180 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 104180 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 104180 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 260000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 260000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 260000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 104180 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 131698 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 270649 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 454611 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 334501 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 140904 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1332363 | TotalExcessDistriCarryover |
| Qualifying Distributions | 260000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 104180 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 155820 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1488183 | 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 | 131698 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1356485 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 270649 | ExcessFromYear4 |
| Excess From Year3 | 454611 | ExcessFromYear3 |
| Excess From Year2 | 334501 | ExcessFromYear2 |
| Excess From Year1 | 140904 | ExcessFromYear1 |
| Excess From Current Year | 155820 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEANINE L DODSON | ContributingManager |
| Contributing Manager | JAMES D DODSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 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 |
| ANIMAL RESCUE TEAM | |||||||
| 875 CARRIAGE DRIVE | SOLVANG | CA | 93463 | 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 OPERATIONS | $5,000 |
| BUEHLER YMCA | |||||||
| 1400 W NORTHWEST HWY | PALATINE | IL | 60067 | 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 | $15,000 |
| 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 |
| HOLY FAMILY SOUP KITCHEN AND FOOD PANTRY | |||||||
| 57 S GRUBB ST | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $15,000 |
| 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 |
| 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 | $5,000 |
| 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 | $10,000 |
| THE BRIAN MUHA MEMORIAL FOUNDATION | |||||||
| 874 HELENHURST CT | WESTERVILLE | OH | 43081 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| TORRANCE MEMORIAL FOUNDATION | |||||||
| 3330 LOMITA BOULEVARD | TORRANCE | CA | 90505 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $15,000 |
| USC ANNUAL FUND | |||||||
| 3375 SOUTH HOOVER STREET UVI-H208 | LOS ANGELES | CA | 900897799 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| UW FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53708 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $15,000 |
| WYOMING CATHOLIC COLLEGE | |||||||
| 163 LEEDY DRIVE | LANDER | WY | 82520 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| YOUNG AMERICAN FOUNDATION | |||||||
| 110 ELDEN ST | HERNDON | VA | 20170 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $10,000 |
| BALTIMORE URBAN DEBATE LEAGUE | |||||||
| 2601 N HOWARD ST150 | BALTIMORE | MD | 21218 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| GREATER BALTIMORE WOMENS BETTER HEALTH EDUCATION COALITION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| MARYLAND FOOD BANK | |||||||
| 28500 OWENS BRANCH ROAD | SALISBURY | MD | 218011762 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| JEMICY SCHOOL | |||||||
| 11 CELADON RD | OWINGS MILLS | MD | 211173099 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| MT WASHINGTON PEDIATRIC HOSPITAL | |||||||
| 1708 W ROGERS AVE | BALTIMORE | MD | 21209 | 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 |
| PELOTONIA FUND FOR CANCER RESEARCH | |||||||
| L-3454 | COLUMBUS | OH | 432603454 | N/A | PUBLIC CHARITY | ANNUAL OPEARATIONS | $5,000 |
| PHD | |||||||
| 1610 COLONIAL PARKWAY | INVERNESS | IL | 60067 | 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 |
| STARLIGHT FOUNDATION | |||||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| PUG RESCUE OF SAN DIEGO COUNTY | |||||||
| PO BOX 151449 | SAN DIEGO | CA | 921751449 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| PROS PUG RESCUE OF SACREMENTO | |||||||
| PO BOX 5094 | CONCORD | CA | 94524 | N/A | PUBLIC CHARITY | ANNUAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 260000 | 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 | $900 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,012 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,084 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $84,996 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 84996 | 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 JEANINE L 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 | 849775 | 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 | 849775 | FairMarketValue |
| Date Received | 2011-12-12 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,005 | Amount |
| Net Investment Income | 1005 | 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 | 2592299 | EOYBookValue |
| EOYFMV | 2228427 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 FEDERAL EXCISE TAX BALANCE DUE | $275 | 0 | 0 |
| 2011 FEDERAL ESTIMATED TAX PAYMENTS | $600 | 0 | 0 |
Comments