WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION (EIN 27-6429985)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-28
IRS object ID
202510879349101011
Schema version
2024v5.1
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)
Return2025-03-28T17:03:42-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276429985EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WM CRAIG AND TENEEN L DOBBSBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWMCRBusinessNameControlTxt
Phone3178485377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12360 TREESDALE CIRCLEAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWM CRAIG DOBBSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3178485377PhoneNum
Signature2025-03-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJORDAN MAYERPreparerPersonNm
PTINP01570491PTIN
Phone3175802000PhoneNum
Preparation2025-03-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,751FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$925,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$125InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$125InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$925,125TotalRevAndExpnssAmt
Total Net Invst Incm$125TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$320AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,880AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$320TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,880TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$957,106ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$957,106ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$960,306TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$320TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$959,986TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,181ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,932CashBOYAmt
Cash EOY$14,751CashEOYAmt
Cash EOYFMV$14,751CashEOYFMVAmt
Total Assets BOY$49,932TotalAssetsBOYAmt
Total Assets EOY$14,751TotalAssetsEOYAmt
Total Assets EOYFMV$14,751TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$49,932RetainedEarningBOYAmt
Retained Earning EOY$14,751RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$49,932TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,751TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,932TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,751TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,932TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,181ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,751SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,751TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WM CRAIG DOBBSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3178485377PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12360 TREESDALE CIRCLEAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM CRAIG DOBBS
2360 TREESDALE CIRCLECARMELIN46032TRUSTEE0.10$0$0$0
TENEEN L DOBBS
2360 TREESDALE CIRCLECARMELIN46032TRUSTEE0.10$0$0$0
KASSIE DOBBS O'MALLEY
2360 TREESDALE CIRCLECARMELIN46032TRUSTEE1.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,699AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$93,699TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$93,699AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,405CashDeemedCharitableAmt
Net Vl Noncharitable Assets$92,294NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,615MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,615MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$4,615DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,615DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,615DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$959,986ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$959,986QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,615DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$170,522ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$102,650ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$312,025ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$312,415ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$608,837ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,506,449TotalExcessDistributionCyovAmt
Qualifying Distributions$959,986QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,615AppliedToCurrentYearAmt
Remaining Distri From Corpus$955,371RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,461,820TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$170,522ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,291,298ExcessDistriCyovToNextYrAmt
Excess From Year4$102,650ExcessFromYear4Amt
Excess From Year3$312,025ExcessFromYear3Amt
Excess From Year2$312,415ExcessFromYear2Amt
Excess From Year1$608,837ExcessFromYear1Amt
Excess From Current Year$955,371ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM CRAIG DOBBSContributingManagerNm
Contributing ManagerTENEEN L DOBBSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALL STATE UNIVERSITY FOUNDATION INC
2800 W BETHEL AVENUEMUNCIEIN47304N/APC$100,000 TO ATHLETIC DIRECTOR FUND; $5,000 TO DANCE AND THEATER$105,000
BAUGO COMMUNITY SCHOOLS
29125 COUNTY ROAD 22 WESTELKHARTIN46517N/APCNEW SCOREBOARD$7,806
CARMEL FOP LODGE 185 FOUNDATION
PO BOX 3142CARMELIN46082N/APCGENERAL FUND - OPERATIONS$300
CARPENTERS HELPING HANDS
101 CONSTITUTION AVE NW FL 10WASHINGTONDC20001N/APCGENERAL FUND - OPERATIONS$15,000
COMMUNITY CANCER RESEARCH FOUNDATION INC
901 MACARTHUR BOULEVARDMUNSTERIN46321N/APCGENERAL FUND - OPERATIONS$5,000
COMMUNITY FOUNDATION OF ELKHART INC
240 EAST JACKSON BLVD 104ELKHARTIN46516N/APCJIMTOWN COMMUNITY CENTER BUILDING FUND$750,000
HOPEFUL HANDS INC
3 HEDGEWOOD RDHOWELLNJ07731N/APCBREAKING THE STIGMA AROUND MENTAL HEALTH ISSUES$2,500
INTERNATIONAL GUIDING EYES - GUIDE DOGS OF AMERICA
13445 GLENOAKS BLVDSYLMARCA91342N/APCGENERAL FUND - OPERATIONS$10,000
LEFTY CLASSIC INC
17148 GULF PINE CIRCLEWELLINGTONFL33414N/APCGENERAL FUND - OPERATIONS$10,000
LOCAL 39 EDUCATIONAL SCHOLARSHIP FUND
337 VALENCIA STREETSAN FRANCISCOCA94103N/APCGENERAL FUND - OPERATIONS$12,000
PAINTERS AND ALLIED TRADES FOR CHILDREN'S HOPE FOUNDATION
7234 PARKWAY DRIVEHANOVERMD21076N/APCGENERAL FUND - OPERATIONS$4,000
PLASTERERS & CEMENT MASONS SCHOLARSHIP
810 W STADIUM LANESACRAMENTOCA95834N/APCGENERAL FUND - OPERATIONS$4,000
SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FOUNDATION INC
1750 NEW YORK AVENUE NWWASHINGTONDC20006N/APC$6,000 TO LOCAL 104 SCHOLAR FUND; $2,300 TO LOCAL 105 GENERAL OPERATIONS$8,300
SHOOT FOR A CURE
1345 YOSEMITE CIRCLEOAKLEYCA94561N/APCGENERAL FUND - OPERATIONS$3,000
TEAMSTERS LOCAL UNION NO 554 APPRENTICESHIP TRAINING FUND
4349 SOUTH 90TH STOMAHANE681271309N/APCSCHOLARSHIP FUND$1,000
THE CHILDREN'S THERAPLAY FOUNDATION INC
9919 TOWNE ROADCARMELIN46032N/APCGENERAL FUND - OPERATIONS$16,200
UNIVERSITY OF INDIANAPOLIS
1400 E HANNA AVENUEINDIANAPOLISIN46227N/APCGENERAL FUND - OPERATIONS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$957,106TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$125ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$125ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$125TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM CRAIG AND TENEEN L DOBBSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12360 TREESDALE CIRCLEAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Total Contributions$925,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKATZ, SAPPER & MILLERCategoryTxt
Amt$3,200Amt
Net Investment Income$320NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,880DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-B, LINE 1A(3)FormAndLineReferenceDesc
Medium ExplanationPART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE WILLIAM CRAIG AND TENEEN L DOBBS ARE SUBSTANTIAL CONTRIBUTORS TO THE WM CRAIG AND TENNEN L DOBBS CHARITABLE FOUNDATION AND THEREFORE ARE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE FOUNDATION BY SERVING ON ITS BOARD AND KEEPING ITS BOOKS. HOWEVER, THIS DOESN'T CONSTITUTE AN ACT OF SELF-DEALING BECAUSE THEY ARE NOT COMPENSATED AND THIS SITUATION QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS FOR SECTION 53.4941(D)-3.MediumExplanationTxt

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