DOBSON FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201341349349102364
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T15:01:45-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH TOTILO CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 OCEAN PKWY D10 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | 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 | 136168259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBSON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DOBS | NameControl |
| Phone | 2125350019 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WEST 35TH STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 9TH FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH JEFFORDS RADCLIFF | Name |
| Title | PRESIDENT | Title |
| Phone | 2125350019 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH TOTILO | Name |
| Phone | 7186451016 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5470182 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 568 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 568 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 220771 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 220771 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5425 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 521926 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3832 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 226764 | TotalRevenueAndExpenses |
| Total Net Investment Income | 225171 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3335 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1670 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4250 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 157 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 157 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 9407 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3492 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1670 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 167043 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 167043 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 176450 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3492 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 168713 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 50314 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 221679 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 298911 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 329980 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 329980 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1091672 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1091672 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2553455 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2355085 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2374330 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2586747 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3745668 | TotalAssetsBOY |
| Total Assets EOY | 3795982 | TotalAssetsEOY |
| Total Assets EOYFMV | 5470182 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3745668 | RetainedEarningsBOY |
| Retained Earnings EOY | 3795982 | RetainedEarningsEOY |
| Total Net Assets BOY | 3745668 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3795982 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3745668 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3795982 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3745668 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 50314 | ExcessOfRevenueOverExpenses |
| Subtotal | 3795982 | Subtotal |
| Total Net Assets Fund Balances EOY | 3795982 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3832 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 195459 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5064642 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038593 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 205039 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4643107 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044160 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 212105 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4392995 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048283 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 211324 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4852889 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043546 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 199592 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5175514 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038565 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.213147 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042629 | AverageDistributionRatio |
| Net Noncharitable Assets | 5424299 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 231232 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2217 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 233449 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 168713 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4434 | InvestmentIncomeExciseTax |
| Subtotal | 4434 | Subtotal |
| Tax Based On Investment Income | 4434 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5461 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5461 | TotalCreditsAndPayments |
| Overpayment | 1027 | Overpayment |
| Amount Credited To Next Year | 1027 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SARAH JEFFORDS RADCLIFF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2125350019 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST 35TH ST 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SARAH JEFFORDS RADCLIFF | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WEST 35TH STREET 9TH FLOOR | AddressLine1 |
| Address Line2 | 3 WEST 35TH STREET 9TH FLOOR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 8.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5194699 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 312204 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5506903 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 5506903 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 82604 | CashDeemedCharitable |
| Net Noncharitable Assets | 5424299 | NetNoncharitableAssets |
| Minimum Investment Return | 271215 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 271215 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4434 | TaxBasedOnInvestmentIncome |
| Total Tax | 4434 | TotalTax |
| Distributable Amount Before Adj | 266781 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 266781 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 266781 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 168713 | ExpensesAndContributions |
| Qualifying Distributions | 168713 | QualifyingDistributions |
| Adj Qualifying Distributions | 168713 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 266781 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 147354 | UndistributedIncomePriorYear |
| Qualifying Distributions | 168713 | QualifyingDistributions |
| Applied To Year1 | 147354 | AppliedToYear1 |
| Applied To Current Year | 21359 | AppliedToCurrentYear |
| Undistributed Income CY | 245422 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | SEE ATTACHED PDF SCHEDULE | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED PDF | AddressLine1 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | TO ACCOMPLISH 501(C)(3) PURPOSE | PurposeOfGrantOrContribution |
| Amount | $167,043 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 167043 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $568 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $220,771 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5425 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221,339 | ExclusionAmount |
| Related Or Exempt Function Income | 5425 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 226764 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KENNETH A. TOTILO, CPA | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 3335 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1670 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SARAH JEFFORDS RADCLIFF | PersonName |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEE ATTACHED SCHEDULE | Name |
| Date Acquired | 2000-01 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2012-12 | DateSold |
| Gross Sales Price | 518094 | GrossSalesPrice |
| Basis | 516501 | Basis |
| Total Net | 1593 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SEE ATTACHED SCHEDULE | NameOfBond |
| EOY Book Value | 2374330 | EOYBookValue |
| EOYFMV | 2586747 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SEE ATTACHED SCHEDULE | NameOfStock |
| EOY Book Value | 1091672 | EOYBookValue |
| EOYFMV | 2553455 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK/BROKERAGE FEE | 48 | 48 |
| SAFE DEPOSIT BOX | 109 | 109 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| NYS DEPARTMENT OF LAW | $250 |
| FEDERAL EXCISE TAX | $4,000 |