DOBBS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DOBBS FAMILY CHARITABLE TRUST (EIN 47-6684154)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349103990
Schema version
2021v4.1
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)
Return2022-11-15T09:58:32-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN844148047PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Reliable Tax Partners LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1140 Cateechee TrlAddressLine1Txt
CityHartwellCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30643ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476684154EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOBBS FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOBBBusinessNameControlTxt
Phone4236613125PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1813 RIDGE LANE BLVD SUITE 230AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPENDLETON SQUARE TRUST COMPANYPersonNm
Person TitleTrusteePersonTitleTxt
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPENDLETON SQUARE TRUPersonFirstNm
Person LastCOMPANYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa A DavisPreparerPersonNm
PTINP02527871PTIN
Phone7628470129PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$286,051FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,314DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,314DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,662NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$268,918GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,271CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,652TotalRevAndExpnssAmt
Total Net Invst Incm$12,585TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,964CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$464CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,394OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,408TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$464TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,140ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,140ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,548TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$464TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,690TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,896ExcessRevenueOverExpensesAmt
Net Investment Income$12,121NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$62,675SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,817SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,817SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$260,272CorporateBondsBOYAmt
Corporate Bonds EOY$220,234CorporateBondsEOYAmt
Corporate Bonds EOYFMV$220,234CorporateBondsEOYFMVAmt
Total Assets BOY$322,947TotalAssetsBOYAmt
Total Assets EOY$286,051TotalAssetsEOYAmt
Total Assets EOYFMV$286,051TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$322,947CapitalStockBOYAmt
Capital Stock EOY$286,051CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$322,947TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$286,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$322,947TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$286,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$322,947TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,896ExcessRevenueOverExpensesAmt
Subtotal$286,051SubtotalAmt
Tot Net Ast Or Fund Balances EOY$286,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,271CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$4,720NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$168InvestmentIncomeExciseTaxAmt
Subtotal$168SubtotalAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Tax Due$168TaxDueAmt
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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
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 Line1PENDLETON SQUARE TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4236613125PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1813 RIDGE LANE BLVD SUITE 230AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LENNARD CHRISTENSEN
369 ALEDO SPRINGS CTFORT WORTHTX76126Chairman1.00$0
KRISTI DOBBS CHRISTENSEN
369 ALEDO SPRINGS CTFORT WORTHTX76126Director1.00$0
STEPHANIE DOBBS MILLER
9037 SUNDANCE TRAILCROSSROADSTX76227Director1.00$0
PENDLETON SQUARE TRUST COMPANY
813 RIDGE LAKE BLVD SUITE 230MEMPHISTN38120Trustee1.00$1,964
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$237,360AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$299,417TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$299,417AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,491CashDeemedCharitableAmt
Net Vl Noncharitable Assets$294,926NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,746MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,746MinimumInvestmentReturnAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Total Tax$168TotalTaxAmt
Distributable Before Adj$14,578DistributableBeforeAdjAmt
Distributable Before Ded$14,578DistributableBeforeDedAmt
Distributable As Adjusted$14,578DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,690ExpensesAndContributionsAmt
Qualifying Distributions$37,690QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,578DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,924ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,886ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,263ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,017ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$130,090TotalExcessDistributionCyovAmt
Qualifying Distributions$37,690QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,578AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,112RemainingDistriFromCorpusAmt
Total Corpus$153,202TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,924ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$139,278ExcessDistriCyovToNextYrAmt
Excess From Year4$10,886ExcessFromYear4Amt
Excess From Year3$69,263ExcessFromYear3Amt
Excess From Year2$36,017ExcessFromYear2Amt
Excess From Current Year$23,112ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROTARY FOUNDATION
14280 COLLECTIONS CENTER DRIVECHICAGOIL60693PCGENERAL CHARITABLE PURPOSE$25,000
YELLOW HAT ASSOCIATION
PO BOX 257BULL SHOALSAR72619PCGENERAL CHARITABLE PURPOSES$10,140
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,140TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,314ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$4,662ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,652ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,652TotalIncomeProducingActyAmt

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)
CategoryTAX PREP FEECategoryTxt
Amt$1,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,050DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT/MANAGEMENT FEECategoryTxt
Amt$2,394Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.