2022-09-15T20:10:09-05:00 2021-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2021-01-01 276429985 WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION WMCR 3178485377 2360 TREESDALE CIRCLE CARMEL IN 46032 WM CRAIG DOBBS PRESIDENT 3178485377 2022-09-06 1 WM CRAIG DOBBS XXX-XX-XXXX DAVID A RESNICK P00019231 3175802000 2022-09-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 147414 X 469980 5 5 734 734 121882 343355 121882 592601 122621 0 0 0 5000 0 0 2000 0 1000 7000 0 1000 313225 313225 320225 0 314225 272376 122621 3545 147414 147414 1000 0 0 4545 147414 147414 0 0 X 0 0 0 0 4545 147414 4545 147414 4545 147414 4545 272376 0 276921 129507 147414 PUBLICLY TRADED SECURITIES 343355 221473 121882 121882 121882 1704 0 1704 0 1704 0 0 0 0 0 40 1744 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A WM CRAIG DOBBS 3178485377 2360 TREESDALE CIRCLE CARMEL IN 46032 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WM CRAIG DOBBS 2360 TREESDALE CIRCLE CARMEL IN 46032 TRUSTEE 0.10 0 0 5000 TENEEN L DOBBS 2360 TREESDALE CIRCLE CARMEL IN 46032 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 29755 49521 0 79276 0 0 79276 1189 78087 3904 3904 1704 1704 2200 0 2200 0 2200 314225 0 314225 2200 0 0 148550 372164 129977 170522 102650 923863 314225 0 0 0 2200 312025 0 0 1235888 0 0 0 0 0 0 148550 1087338 372164 129977 170522 102650 312025 WM CRAIG DOBBS TENEEN L DOBBS MR WM CRAIG DOBBS 2360 TREESDALE CIRCLE CARMEL IN 46032 3178485377 SEND LETTER STATING TYPE OF ORGANIZATION & MISSION STATEMENT, AMOUNT OF DONATION, ADDRESS OF ORGANIZATION, NAME AND TELEPHONE NUMBER OF CONTACT PERSON. N/A ASSISTANCE WILL ONLY BE PROVIDED TO ORGANIZATIONS THAT PROVIDE THE FOLLOWING SERVICES: CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND/OR EDUCATIONAL. 3 POINT FOUNDATION 46 DEVOE STREET DOBBS FERRY NY 10522 N/A PC GENERAL OPERATIONS 3000 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 138125 CONCERTS FOR A CAUSE INC 7236 OAKBAY DRIVE NOBLESVILLE IN 46062 N/A PC GENERAL OPERATIONS 5000 HENRY MORRISON FLAGLER MUSEUM INC PO BOX 969 PALM BEACH FL 334800969 N/A PC GENERAL OPERATIONS 10000 IN SEARCH OF A CURE 14551 S RAVINIA AVE SUITE 2B ORLAND PARK IL 60462 N/A PC GENERAL FUND - OPERATIONS 5000 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 2000 KIDS CANCER FOUNDATION 246 ROYAL PALM BEACH BLVD ROYAL PALM BEACH FL 33411 N/A PC GENERAL FUND - OPERATIONS 5000 PIRATES INC PO BOX 3288 MUNSTER IN 46321 N/A PC GENERAL FUND - OPERATIONS 2500 PLASTERERS & CEMENT MASONS SCHOLARSHIP 810 W STADIUM LANE SACRAMENTO CA 95834 N/A PC GENERAL FUND - OPERATIONS 4000 SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FUND 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 N/A PC GENERAL FUND - OPERATIONS 10000 SHOOT FOR A CURE 1345 YOSEMITE CIRCLE OAKLEY CA 94561 N/A PC GENERAL FUND - OPERATIONS 2500 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 15000 THE HEROES CLUB PO BOX 4236 CARMEL IN 46082 N/A PC GENERAL FUND - OPERATIONS 1000 UNION SPORTSMEN ALLIANCE 4800 NORTHFIELD LANE SPRING HILL TN 37174 N/A PC GENERAL FUND - OPERATIONS 1250 UNITED STATES EQUESTRIAN TEAM FOUNDATION 1040 POTTERSVILLE ROAD PO BIX 355 GLADSTONE NJ 07934 N/A PC GENERAL FUND - OPERATIONS 55000 UNIVERSITY OF INDIANAPOLIS 1400 E HANNA AVENUE INDIANAPOLIS IN 46227 N/A PC GENERAL FUND - OPERATIONS 3000 WA-NEE COMMUNITY SCHOOLS 1300 NORTH MAIN ST NAPPANEE IN 46550 N/A PC FIELD OF DREAMS PROJECT - CONSTRUCTION OF NEW BASEBALL/SOFTBALL COMPLEX 50000 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 313225 0 14 5 14 734 18 121882 0 122621 0 122621 0 0 0 0 0 0 0 0 0 0 X X 1 WM CRAIG & TENEEN L DOBBS 2360 TREESDALE CIRCLE CARMEL IN 46032 469980 X X 1 2,400 SHS OF ISHARES MICRO-CAP ETF 349980 2021-09-13 KATZ, SAPPER & MILLER 2000 0 1000 FORM 990-PF, PART VI-B, LINE 1A(3) 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. CAPTIVE LEGAL ADVISORS LLC 5000 0 0 ACTIVE ASSET ACCOUNT 1000 0 0 DONATED STOCKS - COST BASIS ADJ 129507