DOBBS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DOBBS FAMILY CHARITABLE TRUST (EIN 47-6684154)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-06
IRS object ID
202132799349100528
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2021-10-06T16:38:27-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582254900PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grizzle Glenn Adams & Martin PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1281 E Franklin StreetAddressLine1Txt
CityHartwellCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30643ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 Line135 Music Sq E 320AddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPendleton Square Trust CompanyPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-10-06SignatureDt
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 PersonBrian MetzgerPreparerPersonNm
PTINP01799744PTIN
Phone7063769665PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$316,432FMVAssetsEOYAmt
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$6,719DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,167DividendsNetInvstIncmAmt
Total Rev And Expnss$6,719TotalRevAndExpnssAmt
Total Net Invst Incm$3,167TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,100CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,790AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,067OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,457TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,457TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,100TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,738ExcessRevenueOverExpensesAmt
Net Investment Income$2,067NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$168,972SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,675SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,675SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$159,713CorporateBondsBOYAmt
Corporate Bonds EOY$260,272CorporateBondsEOYAmt
Corporate Bonds EOYFMV$253,757CorporateBondsEOYFMVAmt
Total Assets BOY$328,685TotalAssetsBOYAmt
Total Assets EOY$322,947TotalAssetsEOYAmt
Total Assets EOYFMV$316,432TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$328,685CapitalStockBOYAmt
Capital Stock EOY$322,947CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$328,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$322,947TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$328,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$322,947TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$328,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,738ExcessRevenueOverExpensesAmt
Subtotal$322,947SubtotalAmt
Tot Net Ast Or Fund Balances EOY$322,947TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29InvestmentIncomeExciseTaxAmt
Subtotal$29SubtotalAmt
Tax Based On Investment Income$29TaxBasedOnInvestmentIncomeAmt
Tax Due$29TaxDueAmt

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 Line135 Music Sq E Ste 320AddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP372034517ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Advocacy Trust LLC
605 Chestnut St 340ChattanoogaTN37450Trustee1.00$1,750
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
35 Music Sq E Ste 320NashvilleTN372034517Trustee1.00$850
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$200,904AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$112,240AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$313,144TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$313,144AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,697CashDeemedCharitableAmt
Net Vl Noncharitable Assets$308,447NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,422MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,422MinimumInvestmentReturnAmt
Tax Based On Investment Income$29TaxBasedOnInvestmentIncomeAmt
Total Tax$29TotalTaxAmt
Distributable Before Adj$15,393DistributableBeforeAdjAmt
Distributable Before Ded$15,393DistributableBeforeDedAmt
Distributable As Adjusted$15,393DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,050ExpensesAndContributionsAmt
Qualifying Distributions$8,050QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,050AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,393DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,204ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,063ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,886ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,263ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$36,017ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$137,433TotalExcessDistributionCyovAmt
Qualifying Distributions$8,050QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,050AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7,343ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,343ExcessDistributionCyovAppCYAmt
Total Corpus$130,090TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$130,090ExcessDistriCyovToNextYrAmt
Excess From Year4$13,924ExcessFromYear4Amt
Excess From Year3$10,886ExcessFromYear3Amt
Excess From Year2$69,263ExcessFromYear2Amt
Excess From Year1$36,017ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Texas Health Resources FoundationBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 200038AddressLine1Txt
CityArlingtonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76006ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral Charitable PurposesGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,719ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,719ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,719TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Add'l Fees$240$0$0$0
Tax Preparation Fee$1,550$0$0$1,550

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LS Theta Fund Institutional Cl$235,869$229,174
Listed FD TR Shares Muni DB$12,186$12,358
Listed FD Tr Shares Core BD$12,217$12,225

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment/Management Fee-Armis AdvisersCategoryTxt
Amt$3,067Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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