WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION (EIN 27-6429985)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-15
- IRS object ID
- 202242589349101234
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-15T20:10:09-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 3178485377 | PhoneNum |
| Signature | 2022-09-06 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A RESNICK | PreparerPersonNm |
| PTIN | P00019231 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2022-09-06 | 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 | 2021 | 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 | $147,414 | 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 | $469,980 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $734 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,882 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $592,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,621 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $7,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $313,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $313,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $272,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,545 | CashBOYAmt |
| Cash EOY | $147,414 | CashEOYAmt |
| Cash EOYFMV | $147,414 | CashEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,414 | 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 | $4,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $147,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $272,376 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $276,921 | SubtotalAmt |
| Other Decreases | $129,507 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $343,355 | GrossSalesPriceAmt |
| Cost Or Other Basis | $221,473 | CostOrOtherBasisAmt |
| Gain Or Loss | $121,882 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $121,882 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,704 | 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 | $40 | EsPenaltyAmt |
| Tax Due | $1,744 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WM CRAIG DOBBS | ||||||||
| 2360 TREESDALE CIRCLE | CARMEL | IN | 46032 | TRUSTEE | 0.10 | $0 | $0 | $5,000 |
| TENEEN L DOBBS | ||||||||
| 2360 TREESDALE CIRCLE | CARMEL | IN | 46032 | TRUSTEE | 0.10 | $0 | $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 | $29,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,704 | TotalTaxAmt |
| Distributable Before Adj | $2,200 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,200 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,200 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $314,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $148,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $372,164 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,522 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $923,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $312,025 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,235,888 | 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 | $148,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,087,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $372,164 | ExcessFromYear4Amt |
| Excess From Year3 | $129,977 | ExcessFromYear3Amt |
| Excess From Year2 | $170,522 | ExcessFromYear2Amt |
| Excess From Year1 | $102,650 | ExcessFromYear1Amt |
| Excess From Current Year | $312,025 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WM CRAIG DOBBS | ContributingManagerNm |
| Contributing Manager | TENEEN L DOBBS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR WM CRAIG DOBBS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 3178485377 | RecipientPhoneNum |
| Form And Info And Materials | SEND LETTER STATING TYPE OF ORGANIZATION & MISSION STATEMENT, AMOUNT OF DONATION, ADDRESS OF ORGANIZATION, NAME AND TELEPHONE NUMBER OF 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3 POINT FOUNDATION | |||||||
| 46 DEVOE STREET | DOBBS FERRY | NY | 10522 | N/A | PC | GENERAL OPERATIONS | $3,000 |
| BALL STATE UNIVERSITY FOUNDATION INC | |||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | N/A | PC | $2,500 FOR THEATRE SCHOLARSHIPS; $2,500 FOR DANCE SCHOLARSHIPS; AND $121,125 TO DOBBS FAMILY FUND | $138,125 |
| CONCERTS FOR A CAUSE INC | |||||||
| 7236 OAKBAY DRIVE | NOBLESVILLE | IN | 46062 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| HENRY MORRISON FLAGLER MUSEUM INC | |||||||
| PO BOX 969 | PALM BEACH | FL | 334800969 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| IN SEARCH OF A CURE | |||||||
| 14551 S RAVINIA AVE SUITE 2B | ORLAND PARK | IL | 60462 | N/A | PC | GENERAL FUND - OPERATIONS | $5,000 |
| INDIANAPOLIS METROPOLITAN POLICE MOTORCYCLE DRILL TEAM | |||||||
| PO BOX 40368 | INDIANAPOLIS | IN | 46240 | N/A | PC | TRAVEL COSTS FOR THE TEAM TO APPEAR IN PARADES THROUGHOUT THE US | $2,000 |
| KIDS CANCER FOUNDATION | |||||||
| 246 ROYAL PALM BEACH BLVD | ROYAL PALM BEACH | FL | 33411 | N/A | PC | GENERAL FUND - OPERATIONS | $5,000 |
| PIRATES INC | |||||||
| PO BOX 3288 | MUNSTER | IN | 46321 | N/A | PC | GENERAL FUND - OPERATIONS | $2,500 |
| PLASTERERS & CEMENT MASONS SCHOLARSHIP | |||||||
| 810 W STADIUM LANE | SACRAMENTO | CA | 95834 | N/A | PC | GENERAL FUND - OPERATIONS | $4,000 |
| SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FUND | |||||||
| 1750 NEW YORK AVENUE NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL FUND - OPERATIONS | $10,000 |
| SHOOT FOR A CURE | |||||||
| 1345 YOSEMITE CIRCLE | OAKLEY | CA | 94561 | N/A | PC | GENERAL FUND - OPERATIONS | $2,500 |
| SYRACUSE-WAWASEE HISTORICAL MUSEUM INC | |||||||
| 1013 N LONG DRIVE | SYRACUSE | IN | 46567 | N/A | PC | GENERAL OPERATIONS | $500 |
| THE CHILDREN'S THERAPLAY FOUNDATION INC | |||||||
| 9919 TOWNE ROAD | CARMEL | IN | 46032 | N/A | PC | GENERAL FUND - OPERATIONS | $15,000 |
| THE HEROES CLUB | |||||||
| PO BOX 4236 | CARMEL | IN | 46082 | N/A | PC | GENERAL FUND - OPERATIONS | $1,000 |
| UNION SPORTSMEN ALLIANCE | |||||||
| 4800 NORTHFIELD LANE | SPRING HILL | TN | 37174 | N/A | PC | GENERAL FUND - OPERATIONS | $1,250 |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION | |||||||
| 1040 POTTERSVILLE ROAD PO BIX 355 | GLADSTONE | NJ | 07934 | N/A | PC | GENERAL FUND - OPERATIONS | $55,000 |
| UNIVERSITY OF INDIANAPOLIS | |||||||
| 1400 E HANNA AVENUE | INDIANAPOLIS | IN | 46227 | N/A | PC | GENERAL FUND - OPERATIONS | $3,000 |
| WA-NEE COMMUNITY SCHOOLS | |||||||
| 1300 NORTH MAIN ST | NAPPANEE | IN | 46550 | N/A | PC | FIELD OF DREAMS PROJECT - CONSTRUCTION OF NEW BASEBALL/SOFTBALL COMPLEX | $50,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION (YMCA) OF METROPOLITAN CHATTANOOGA | |||||||
| 301 WEST SIXTH STREET | CHATTANOOGA | TN | 37402 | N/A | PC | YMCA COMMUNITY ACTION PROJECT (Y-CAP) | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $313,225 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $734 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,621 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,621 | 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 | WM CRAIG & 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 | $469,980 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,400 SHS OF ISHARES MICRO-CAP ETF | NoncashPropertyDesc |
| Fair Market Value | $349,980 | FairMarketValueAmt |
| Received | 2021-09-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KATZ, SAPPER & MILLER | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | 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 WM 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 SECTION 53.4941(D)-3. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPTIVE LEGAL ADVISORS LLC | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTIVE ASSET ACCOUNT | Desc |
| BOY Book Value | $1,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED STOCKS - COST BASIS ADJ | Desc |
| Amt | $129,507 | Amt |
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