WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION (EIN 27-6429985)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349104928
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:03:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276429985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WM CRAIG AND TENEEN L DOBBS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WMCR | BusinessNameControlTxt |
| Phone | 3178485377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 TREESDALE CIRCLE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WM CRAIG DOBBS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3178485377 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WM | PersonFirstNm |
| Person Last | CRAIG DOBBS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JORDAN MAYER | PreparerPersonNm |
| PTIN | P01570491 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2024-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,932 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $500,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,025 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $15,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $595,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $595,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $611,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $610,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $161,197 | CashBOYAmt |
| Cash EOY | $49,932 | CashEOYAmt |
| Cash EOYFMV | $49,932 | CashEOYFMVAmt |
| Total Assets BOY | $161,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $161,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $161,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $161,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,932 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WM CRAIG DOBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178485377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 TREESDALE CIRCLE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM CRAIG DOBBS | ||||||||
| 2360 TREESDALE CIRCLE | CARMEL | IN | 46032 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| TENEEN L DOBBS | ||||||||
| 2360 TREESDALE CIRCLE | CARMEL | IN | 46032 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| KASSIE DOBBS O'MALLEY | ||||||||
| 2360 TREESDALE CIRCLE | CARMEL | IN | 46032 | TRUSTEE | 1.50 | $7,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,088 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,088 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,088 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $610,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $610,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $129,977 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $170,522 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $312,025 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $312,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,027,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $610,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $608,837 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,636,426 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $129,977 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,506,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $170,522 | ExcessFromYear4Amt |
| Excess From Year3 | $102,650 | ExcessFromYear3Amt |
| Excess From Year2 | $312,025 | ExcessFromYear2Amt |
| Excess From Year1 | $312,415 | ExcessFromYear1Amt |
| Excess From Current Year | $608,837 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM CRAIG DOBBS | ContributingManagerNm |
| Contributing Manager | TENEEN L DOBBS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KASSIE DOBBS O'MALLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8445 WASHINGTON BLVD APT 0 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178485377 | RecipientPhoneNum |
| Recipient Email Address | DOBBSKASSIE@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEND AN EMAIL OR LETTER STATING THE ORGANIZATION'S TYPE AND MISSION STATEMENT, THE AMOUNT REQUESTED, THE ORGANIZATION'S ADDRESS, AND THE NAME AND PHONE NUMBER OF A CONTACT PERSON. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | ASSISTANCE WILL ONLY BE PROVIDED TO ORGANIZATIONS THAT PROVIDE THE FOLLOWING SERVICES: CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND/OR EDUCATIONAL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A HAND UP INC | |||||||
| 1805 CRYSTAL DRIVE APT 6065 | ARLINGTON | VA | 22202 | N/A | PC | HELPING FAMILIES IN NEED | $7,500 |
| AUTISM SPECTRUM ATHLETICS | |||||||
| 410 COLUMBIANA DRIVE | SAN DIMAS | CA | 91773 | N/A | PC | GENERAL FUND - OPERATIONS | $1,500 |
| BALL STATE UNIVERSITY FOUNDATION INC | |||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | N/A | PC | DOBBS FAMILY FUND | $200,000 |
| CARMEL CLAY PUBLIC LIBRARY FOUNDATION | |||||||
| 425 E MAIN STREET | CARMEL | IN | 46032 | N/A | PC | GENERAL FUND - OPERATIONS | $1,400 |
| CARMEL FOP LODGE 185 FOUNDATION | |||||||
| PO BOX 3142 | CARMEL | IN | 46082 | N/A | PC | GENERAL FUND - OPERATIONS | $3,000 |
| COMMUNITY CANCER RESEARCH FOUNDATION INC | |||||||
| 901 MACARTHUR BOULEVARD | MUNSTER | IN | 46321 | N/A | PC | GENERAL FUND - OPERATIONS | $5,000 |
| COMMUNITY FOUNDATION OF ELKHART INC | |||||||
| 240 EAST JACKSON BLVD 104 | ELKHART | IN | 46516 | N/A | PC | $250,000 FOR JIMTOWN COMMUNITY CENTER BUILDING FUND; $5,000 FOR GENERAL FUND - OPERATIONS | $255,000 |
| INTERNATIONAL GUIDING EYES - GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | N/A | PC | GENERAL FUND - OPERATIONS | $10,000 |
| LEFTY CLASSIC INC | |||||||
| 17148 GULF PINE CIRCLE | WELLINGTON | FL | 33414 | N/A | PC | GENERAL FUND - OPERATIONS | $7,500 |
| LOCAL 39 EDUCATIONAL SCHOLARSHIP FUND | |||||||
| 337 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL FUND - OPERATIONS | $12,000 |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | N/A | PC | MEN'S BASKETBALL TRAVEL PROGRAM | $15,000 |
| NCGA FOUNDATION (DBA YOUTH ON COURSE) | |||||||
| 30 RAGSDALE DRIVE 201 | MONTEREY | CA | 93940 | N/A | PC | GENERAL FUND - OPERATIONS | $50,000 |
| PIRATES INC | |||||||
| PO BOX 3288 | MUNSTER | IN | 46321 | N/A | PC | GENERAL FUND - OPERATIONS | $3,000 |
| PLASTERERS & CEMENT MASONS SCHOLARSHIP | |||||||
| 810 W STADIUM LANE | SACRAMENTO | CA | 95834 | N/A | PC | GENERAL FUND - OPERATIONS | $5,000 |
| PROFESSIONAL ANIMAL RETIREMENT CENTER INC (DBA BLACK PINE ANIMAL SANCTUARY) | |||||||
| PO BOX 02 | ALBION | IN | 467010002 | N/A | PC | GENERAL FUND - OPERATIONS | $5,000 |
| SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FOUNDATION INC | |||||||
| 1750 NEW YORK AVENUE NW | WASHINGTON | DC | 20006 | N/A | PC | LOCAL 104 SCHOLAR FUND | $6,000 |
| SPECIAL OLYMPICS PA | |||||||
| 200 CEDAR RIDGE DRIVE SUITE 214 | PITTSBURGH | PA | 15205 | N/A | PC | GENERAL FUND - OPERATIONS | $3,000 |
| THE HEROES CLUB | |||||||
| PO BOX 4236 | CARMEL | IN | 46082 | N/A | PC | GENERAL FUND - OPERATIONS | $1,000 |
| UNITED ASSOC PLUMB & PIPEFITTERS 123 & MECH ASSOC OF CENTRAL FL | |||||||
| 3601 NORTH MCINTOSH RD | DOVER | FL | 33527 | N/A | PC | GENERAL FUND - OPERATIONS | $1,500 |
| UNIVERSITY OF INDIANAPOLIS | |||||||
| 1400 E HANNA AVENUE | INDIANAPOLIS | IN | 46227 | N/A | PC | GENERAL FUND - OPERATIONS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $595,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM CRAIG AND TENEEN L DOBBS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 TREESDALE CIRCLE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATZ, SAPPER & MILLER | CategoryTxt |
| Amt | $8,450 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,025 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINE 1A(3) | FormAndLineReferenceDesc |
| Medium Explanation | PART 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. KASSIE DOBBS O'MALLEY IS THEIR DAUGHTER, SO SHE IS ALSO A DISQUALIFIED PERSON. ALL THREE 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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