DODSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DODSON FOUNDATION (EIN 73-6230336)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201421289349101012
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Dissolution Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T01:29:03-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD J SMITH INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3131 NW 63RD STREET | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736230336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DODSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DODS | BusinessNameControlTxt |
| Phone | 4057152717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2717 NW 151st STREET | AddressLine1 |
| City | EDMOND | City |
| State | OK | State |
| ZIP Code | 73013 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCILLE M DODSON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4057152717 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD SMITH | PreparerPersonNm |
| Phone | 4058423381 | PhoneNum |
| Preparation | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $6,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$7,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,873 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $300 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,750 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,462 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,462 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,382 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,382 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$228,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,405 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $200,544 | CorporateStockBOYAmt |
| Total Assets BOY | $201,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $201,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $201,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $201,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$228,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,885 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50,000. EL PASO TX ARPT REV BE OID | P | 2011-06-21 | 2013-10-01 | $51,682 | $50,422 | $1,260 | $1,260 |
| 100,000 US TREASURY BONDS DUE 11/15/16 | P | 2013-10-08 | 2013-10-08 | $119,601 | $119,601 | ||
| 1,250 WELLS FARGO ADVANTAGE GLOBAL D | P | 2007-03-27 | 2013-09-30 | $8,817 | $24,598 | -$15,781 | -$15,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,521 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $191,289 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.067087 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,353 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $187,338 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.060602 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $185,245 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.062021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,849 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $183,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.069896 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,177 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $178,909 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.062473 | DistributionYr5Rt |
| Total Distribution | 000.322079 | TotalDistributionRt |
| Average Distribution | 000.064416 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Lucille Dodson | IndividualWithBooksNm |
| Phone | 4057152717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2712 NW 152nd Terrace | AddressLine1 |
| City | Edmond | City |
| State | OK | State |
| ZIP Code | 73013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LUCILLE DODSON | ||||||
| 2712 NW 152ND TERRACE | EDMOND | OK | 73013 | MANAGER | 001.00 | $0 |
| JEANNIE K DODSON | ||||||
| 2712 NW 152ND TERRACE | EDMOND | OK | 73013 | TRUSTEE | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,382 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $214,382 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $214,382 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,489 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,777 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,382 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $214,382 | RemainingDistriFromCorpusAmt |
| Total Corpus | $229,159 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $226,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,860 | ExcessFromYear4Amt |
| Excess From Year3 | $2,559 | ExcessFromYear3Amt |
| Excess From Year2 | $2,269 | ExcessFromYear2Amt |
| Excess From Year1 | $3,489 | ExcessFromYear1Amt |
| Excess From Current Year | $214,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHEROKEE HILLS CHURCH OF CHRIST | ||||||
| 6724 NW 63RD STREET | OKLAHOMA CITY | OK | 73132 | NONE | COMMUNITY NEEDS | $75,987 |
| AMERICAN CANCER SOCIETY | ||||||
| P O BOX 22718 | OKLAHOMA CITY | OK | 73133 | NONE | COMMUNITY NEEDS | $10,500 |
| SALVATION ARMY | ||||||
| PO BOX 12600 | OKLAHOMA CITY | OK | 73157 | NONE | COMMUNITY NEEDS | $60,000 |
| THE CARE CENTER (OKLAHOMA COUNTY CHILD ABUSE) | ||||||
| 5909 N CLASSEN COURT | OKLAHOMA CITY | OK | 73118 | NONE | COMMUNITY NEEDS | $42,895 |
| AMERICAN HEART ASSOCIATION | ||||||
| 5375 SW 7TH STREET | TOPEKA | KS | 66608 | NONE | COMMUNITY NEEDS | $10,000 |
| COLORADO CHRISTIAN ADOPTION SERVICES | ||||||
| 3959 E ARAPAHOE RD SUITE 200 | CENTENNIAL | CO | 80122 | NONE | COMMUNITY NEEDS | $10,000 |
| COMMUNITIES FOUNDATION OF OKLAHOMA INC | ||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | NONE | COMMUNITY NEEDS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,382 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX RETURN PREPARATION 2012 | $1,212 | $1,212 |
| TAX RETURN PREPARATION 2013 - FINAL | $1,250 | $1,250 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHEROKEE HILLS CHURCH OF CHRIST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6724 NW 63RD ST | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | FINAL DISTRIBUTION OF ASSETS TO CHARITABLE ORGANIZATION | ShortExplanationTxt |
| Dissolution | $75,987 | DissolutionAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MARKET | ||||||
| 50,000. EL PASO TX ARPT REV BE OID | 2011-06 | P | 2013-10 | $51,682 | $50,422 | $1,260 |
| MARKET | ||||||
| 100,000 US TREASURY BONDS DUE 11/15/16 | 2013-10 | P | 2013-10 | $119,601 | $119,601 | |
| MARKET | ||||||
| 1,250 WELLS FARGO ADVANTAGE GLOBAL D | 2007-03 | P | 2013-09 | $8,817 | $24,598 | -$15,781 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE FOR LIQUIDATION OF FOUNDATION | CategoryTxt |
| Legal Fees | $3,750 | LegalFeesAmt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INTEREST FROM PRIOR AND CURRENT YEAR | Description |
| Amount | $26,885 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Employer payroll taxes - 2013 | $23 | $23 |
| 2012 Federal Investment tax | $110 | $110 |