KENNETH W ODEN CHARITABLE TR 052704: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KENNETH W ODEN CHARITABLE TR 052704 (EIN 20-7052490)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202621349349104987
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T04:36:16-00:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561988973PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ingersoll Law Practice PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13733 National Drive Ste 215AddressLine1Txt
CityRaleighCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207052490EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kenneth W Oden Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Jean-Louise DixonInCareOfNm
Business Name ControlKENNBusinessNameControlTxt
Phone2529956086PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line142198 Askins Creek DriveAddressLine1Txt
CityAvonCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJean-Louise DixonPersonNm
Person TitleTrusteePersonTitleTxt
Phone2529956086PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShaun A IngersollPreparerPersonNm
PTINP01370121PTIN
Phone9197830236PhoneNum
Preparation2026-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$243,037FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$76,733ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$75InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$75InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,653DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,653DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,597NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$54,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$364CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$89,058TotalRevAndExpnssAmt
Total Net Invst Incm$7,092TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$8,500OthEmplSlrsWgsRevAndExpnssAmt
Legal Fees Rev And Expnss$1,925LegalFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,876OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$32,301TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,945ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,945ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,246TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,945TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$94,188ExcessRevenueOverExpensesAmt
Net Investment Income$7,092NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,901CashBOYAmt
Cash EOY$19,346CashEOYAmt
Cash EOYFMV$19,346CashEOYFMVAmt
Corporate Stock BOY$217,966CorporateStockBOYAmt
Corporate Stock EOY$223,691CorporateStockEOYAmt
Corporate Stock EOYFMV$223,691CorporateStockEOYFMVAmt
Total Assets BOY$228,867TotalAssetsBOYAmt
Total Assets EOY$243,037TotalAssetsEOYAmt
Total Assets EOYFMV$243,037TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$228,867RetainedEarningBOYAmt
Retained Earning EOY$243,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$228,867TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$243,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$228,867TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$243,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$228,867TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$94,188ExcessRevenueOverExpensesAmt
Other Increases$108,358OtherIncreasesAmt
Subtotal$243,037SubtotalAmt
Tot Net Ast Or Fund Balances EOY$243,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWells Fargo Acct 351PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2025-11-05AcquiredDt
Sold2025-12-12SoldDt
Gross Sales Price$10,869GrossSalesPriceAmt
Cost Or Other Basis$11,162CostOrOtherBasisAmt
Gain Or Loss-$293GainOrLossAmt
Gains Minus Excess Or Losses-$293GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$364CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$293NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Subtotal$99SubtotalAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Tax Due$99TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshatterasyouth.comWebsiteAddressTxt
Individual With BooksJean-Louise DixonIndividualWithBooksNm
Phone2529956086PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line142198 Askins Creek DriveAddressLine1Txt
CityAvonCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27915ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jean-Louise Dixon
42198 Askins Creek DriveAvonNC27915Trustee005.00$0
Barrett Bodiford
PO Box 213BuxtonNC27920Director000.25$0
Warren Gaskins
PO Box 452AvonNC27920Director000.25$0
Jim Lyons
PO Box 698BuxtonNC27920Director000.25$0
Jonna Midgette
PO Box 27RodantheNC27968Director000.25$0
Jason Forrest
PO Box 563BuxtonNC27920Director000.25$0
Annette O'Neal
PO Box 473AvonNC27915Director000.25$0
Shaun A Ingersoll
3733 National Drive Ste 215RaleighNC27612Secretary000.10$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The Foundation supports the local public schools on Hatteras Island, NC, so as to meet the initial purpose to benefit the children of Hatteras Island. Grants are made to professional educators and administrators of the local elementary and secondary schools to enhance educational programs. The grants support all of theDescription1Txt
Expenses1$0Expenses1Amt
Description2students of the only local public schools on Hatteras Island which educate over 500 students.Description2Txt
Expenses2$0Expenses2Amt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Total Tax$99TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,945ExpensesAndContributionsAmt
Qualifying Distributions$150,945QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$150,945QualifyingDistributionsAmt
Remaining Distri From Corpus$150,945RemainingDistriFromCorpusAmt
Total Corpus$150,945TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$150,945ExcessDistriCyovToNextYrAmt
Excess From Current Year$150,945ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagernoneContributingManagerNm
Shareholder ManagernoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJean-Louise DixonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line142198 Adkins Creek DriveAddressLine1Txt
CityAvonCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27915ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2529956086RecipientPhoneNum
Form And Info And Materialscontact Ms. Dixon by phone or visit the websiteFormAndInfoAndMaterialsTxt
Submission DeadlinesnoneSubmissionDeadlinesTxt
Restrictions On Awardsall grants must directly benefit the children of Hatteras Island, NC. See the bylaws for specificsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$7,000
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$120
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$650
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$776
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$974
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$1,100
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$900
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$116,000
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$2,146
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$1,017
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$3,400
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$100
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$216
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$450
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$250
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$400
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$455
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$500
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$600
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$832
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$515
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$1,050
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$1,200
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$2,000
Cape Hatteras Secondary School
48576 NC Hyway 12BuxtonNC27920noneGOVeducation$3,000
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$1,079
Cape Hatteras Elementary School
47500 Middle Ridge RoadBuxtonNC27920noneGOVeducation$4,215
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,945TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$75UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$6,653UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,597UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$12,325UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,325TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetWells Fargo Acct 351AssetDesc
Acquired2024-06AcquiredDt
How AcquiredPHowAcquiredTxt
Sold2025-09SoldDt
Gross Sales Price$42,627GrossSalesPriceAmt
Basis$37,504BasisAmt
Total Net$5,233TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBrokerage accountStockNm
EOY Book Value$223,691EOYBookValueAmt
EOYFMV$223,691EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal and tax prep feesCategoryTxt
Legal Fees$1,925LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
storage$990
advertising$5,141
supplies$1,489
food$3,767
website/softwear$1,011
insurance$693
awards/supplies$8,785

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Descadjusting entry/appreciation of assetsDesc
Amt$108,358Amt

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