DICKENS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DICKENS FAMILY FOUNDATION (EIN 58-2581077)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202531339349101273
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)
Return2025-05-13T07:43:06-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581809384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMBO CPA Group LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12905 Premiere Parkway Suite 100AddressLine1Txt
CityDuluthCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582581077EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DICKENS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDICKBusinessNameControlTxt
Phone4042292017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1Txt
CityAVONDALE ESTATESCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E DICKENS JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKris StonePreparerPersonNm
PTINP01008050PTIN
Phone7706229885PhoneNum
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$5,629,848FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,474InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,474InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,474InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$70,995DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,995DividendsNetInvstIncmAmt
Dividends Adj Net Incm$70,995DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$514,759NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,400,325GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$514,759CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,537NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$593,228TotalRevAndExpnssAmt
Total Net Invst Incm$593,228TotalNetInvstIncmAmt
Total Adj Net Incm$83,006TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$13,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,382TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,382TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,382TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$68,661OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$68,661OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$68,661OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,543TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$86,543TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$86,543TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$225,744ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$225,744ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$312,287TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$86,543TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$312,287TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$280,941ExcessRevenueOverExpensesAmt
Net Investment Income$506,685NetInvestmentIncomeAmt
Adjusted Net Income$83,006AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,154CashBOYAmt
Cash EOY$10,811CashEOYAmt
Cash EOYFMV$10,811CashEOYFMVAmt
Corporate Stock BOY$3,390,725CorporateStockBOYAmt
Corporate Stock EOY$3,683,509CorporateStockEOYAmt
Corporate Stock EOYFMV$5,619,037CorporateStockEOYFMVAmt
Total Assets BOY$3,399,879TotalAssetsBOYAmt
Total Assets EOY$3,694,320TotalAssetsEOYAmt
Total Assets EOYFMV$5,629,848TotalAssetsEOYFMVAmt
Accounts Payable EOY$13,500AccountsPayableEOYAmt
Total Liabilities EOY$13,500TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,399,879NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,680,820NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,399,879TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,680,820TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,399,879TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,694,320TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,399,879TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$280,941ExcessRevenueOverExpensesAmt
Subtotal$3,680,820SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,680,820TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #21858P2019-06-032024-06-13$63,950$17,318$46,632$46,632
UBS #21863P2024-06-012024-12-31$231,845$229,178$2,667$2,667
UBS #21863P2000-06-012024-12-31$445,739$138,000$307,739$307,739
UBS #23190P2024-06-012024-12-31$31,753$29,883$1,870$1,870
UBS #23190P2000-06-012024-12-31$627,038$471,187$155,851$155,851
FieldValueIRS element (for citing)
Capital Gain Net Income$514,759CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,537NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,043InvestmentIncomeExciseTaxAmt
Subtotal$7,043SubtotalAmt
Tax Based On Investment Income$7,043TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,136EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,136TotalPaymentsAndCreditsAmt
Tax Due$4,907TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E DICKENS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4042292017PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1Txt
CityAVONDALE ESTATESCityNm
State AbbreviationGAStateAbbreviationCd
ZIP300021402ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT E DICKENS JR
1068 VISCOUNT COURTAVONDALE ESTATESGA300021402Trustee2.00$0
MICHAEL E DICKENS
1086 BERKELY ROADAVONDALE ESTATESGA300021509SCHSP CMTE0.50$0
ROBERT CHASON DICKENS
1068 VISOUNT COURTAVONDALE ESTATESGA30002SCHSP CMTE0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,399,182AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,408,816TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,408,816AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,132CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,327,684NetVlNoncharitableAssetsAmt
Minimum Investment Return$266,384MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$266,384MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,043TaxBasedOnInvestmentIncomeAmt
Total Tax$7,043TotalTaxAmt
Distributable Before Adj$259,341DistributableBeforeAdjAmt
Distributable Before Ded$259,341DistributableBeforeDedAmt
Distributable As Adjusted$259,341DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$312,287ExpensesAndContributionsAmt
Qualifying Distributions$312,287QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$259,341DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$17,337ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$25,812ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$71,933ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,719ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$142,801TotalExcessDistributionCyovAmt
Qualifying Distributions$312,287QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$259,341AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,946RemainingDistriFromCorpusAmt
Total Corpus$195,747TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$17,337ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$178,410ExcessDistriCyovToNextYrAmt
Excess From Year3$25,812ExcessFromYear3Amt
Excess From Year2$71,933ExcessFromYear2Amt
Excess From Year1$27,719ExcessFromYear1Amt
Excess From Current Year$52,946ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE DICKENS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1Txt
CityAVONDALE ESTATESCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30002ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4042292017RecipientPhoneNum
Form And Info And MaterialsINFORMATION AVAILABLE TO STUDENTS THROUGH THE GAFFNEY HIGH SCHOOL CAREER SERVICES COUNSELING CENTERFormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1STSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET 7TH FLOORCOLUMBIASC29208SCHOLARSHIP$143,744
GAFFNEY HIGH SCHOOL
149 TWIN LAKE ROADGAFFNEYSC29341SCHOLARSHIP$41,000
WILLIAM C HARTMAN JR FUND
PO BOX 1472ATHENSGA30603CHARITABLE CONTRIBUTION$5,000
GEORGIA EQUINE RESCUE LEAGUE
156 CLARKE AVESOCIAL CIRCLEGA30025CHARITABLE CONTRIBUTION$5,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120CHARITABLE CONTRIBUTION$10,000
GRADY HOSPITAL
191 PEACHTREE STREETATLANGAGA30303CHARITABLE CONTRIBUTION$7,500
CHILDRENS HEALTH CARE OF ATLANTA
1600 TULLIE CIR NEATLANTAGA30329CHARITABLE CONTRIBUTION$2,500
THE MIKAERE FOUNDATIONNKH FOUNDATIO
CHARITABLE CONTRIBUTION$6,00090 YORK RDLONDON90 YORK RD LONDONUKSW11 3GT
CAMP BRAVEHEART
743 SPRING STREETGAINESVILLEGA30501CHARITABLE CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$225,744TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,474RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$70,995RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$514,759RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$593,228RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$593,228TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$68,661RevenueAndExpensesPerBooksAmt
Net Investment Income$68,661NetInvestmentIncomeAmt
Disbursements Charitable Prps$68,661DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN INCOME TAXESCategoryTxt
Amt$2,382Amt
Net Investment Income$2,382NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,382DisbursementsCharitablePrpsAmt

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