WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WM CRAIG AND TENEEN L DOBBS CHARITABLE FOUNDATION (EIN 27-6429985)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202031789349101303
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Distribution From Corpus Election
- Other Assets Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T13:44:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 462400857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | WILLIAM DOBBS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3178485377 | PhoneNum |
| Signature | 2020-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A RESNICK | PreparerPersonNm |
| PTIN | P00019231 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2020-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,417 | 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 | $191,790 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155 | 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 |
| Taxes Rev And Expnss | $4,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85 | CashBOYAmt |
| Cash EOY | $3,417 | CashEOYAmt |
| Cash EOYFMV | $3,417 | CashEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,417 | 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 | $1,085 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,760 | OtherIncreasesAmt |
| Subtotal | $4,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,417 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,612 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.699764 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $375,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,350 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 10.329629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,690 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,798 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 53.141530 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,805 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,921 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 52.312564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $229,059 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,123 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 11.382945 | DistributionYr5Rt |
| Total Distribution | 130.866432 | TotalDistributionRt |
| Average Distribution | 26.173286 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,272 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $713,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $713,800 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,883 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | Yes (1) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 | $0 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $1,361 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,361 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,361 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,883 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,883 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,883 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,361 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $228,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $152,659 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $148,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $372,164 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,977 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,031,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,361 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,522 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,201,925 | 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 | $228,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $973,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $152,659 | ExcessFromYear4Amt |
| Excess From Year3 | $148,550 | ExcessFromYear3Amt |
| Excess From Year2 | $372,164 | ExcessFromYear2Amt |
| Excess From Year1 | $129,977 | ExcessFromYear1Amt |
| Excess From Current Year | $170,522 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON COMMUNITY SCHOOLS | |||||||
| 1600 HILLCREST AVE | ANDERSON | IN | 46011 | N/A | PC | SUPPORTING THE GIRLS' BASKETBALL TEAM | $5,000 |
| BALL STATE UNIVERSITY FOUNDATION INC | |||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | N/A | PC | GENERAL FUND | $11,000 |
| BAY AREA SMACNA SCHOLARSHIP TRUST | |||||||
| 7677 OAKPORT STREET SUITE 805 | OAKLAND | CA | 94621 | N/A | PC | GENERAL FUND | $1,000 |
| BIG BROTHERS SISTERS OF ELKHART | |||||||
| 3320 ELKHART RD | GOSHEN | IN | 46526 | N/A | PC | GENERAL FUND | $5,000 |
| CARMEL FOP LODGE 185 FOUNDATION | |||||||
| PO BOX 3142 | CARMEL | IN | 46082 | N/A | PC | GENERAL FUND | $5,000 |
| CARPENTERS HELPING HANDS | |||||||
| 101 CONSTITUTION AVE NW FL 10 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL FUND | $4,400 |
| CENTER FOR MILITARY RECRUITMENT ASSESSMENT AND VETERANS EMPLOYMENT | |||||||
| 815 16TH STREET W NO 600 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL FUND | $1,000 |
| IN SEARCH OF A CURE | |||||||
| 14551 S RAVINIA AVE SUITE 2B | ORLAND PARK | IL | 60462 | N/A | PC | GENERAL FUND | $10,000 |
| INDY HUMANE SOCIETY | |||||||
| 7929 N MICHIGAN RD | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL FUND | $1,500 |
| INTERNATIONAL GUIDING EYES - GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | N/A | PC | GENERAL FUND | $10,000 |
| KIDS CANCER FOUNDATION | |||||||
| 246 ROYAL PALM BEACH BLVD | ROYAL PALM BEACH | FL | 33411 | N/A | PC | GENERAL FUND | $2,500 |
| LOCAL 39 EDUCATIONAL SCHOLARSHIP FUND | |||||||
| 337 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | SCHOLARSHIP FUND | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CTR | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL FUND | $5,000 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC CO RENPSG | |||||||
| 8910 PURDUE ROAD NO 500 | INDIANAPOLIS | IN | 46268 | N/A | PC | TO FOSTER AND PROMOTE PHILANTHROPY ACROSS THE GLOBE | $12,500 |
| PAINTERS AND ALLIED TRADES FOR CHILDREN'S HOPE FOUNDATION | |||||||
| 7234 PARKWAY DRIVE | HANOVER | MD | 21076 | N/A | PC | GERNAL FUND | $2,500 |
| PIRATES INC | |||||||
| PO BOX 3288 | MUNSTER | IN | 46321 | N/A | PC | GENERAL FUND | $2,500 |
| PLASTERERS & CEMENT MASONS SCHOLARSHIP | |||||||
| 810 W STADIUM LANE | SACRAMENTO | CA | 95834 | N/A | PC | GENERAL FUND | $3,000 |
| PORT ST LUCIE FOOTBALL AND CHEER ASSOCIATION INC | |||||||
| 220 NW IRVING STREET | PORT ST LUCIE | FL | 34983 | N/A | PC | GENERAL FUND | $500 |
| REID HOSPITAL FOUNDATION | |||||||
| 1100 REID PARKWAY | RICHMOND | IN | 47374 | N/A | SO III FI | GENERAL FUND | $5,000 |
| RIDE FOR KIDS | |||||||
| 302 RIDGEFIELD COURT | ASHEVILLE | NC | 28806 | N/A | PC | GENERAL FUND | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES OF GREATER CHATTANOOGA | |||||||
| 200 CENTRAL AVE | CHATTANOOGA | TN | 37403 | N/A | PC | GENERAL FUND | $500 |
| SCHOOL ON WHEELS | |||||||
| 2605 E 62ND STREET SUITE 2005 | INDIANAPOLIS | IN | 46220 | N/A | PC | GENERAL FUND | $500 |
| SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FOUNDATION | |||||||
| 1750 NEW YORK AVENUE NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL FUND | $6,000 |
| SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FUND | |||||||
| 1750 NEW YORK AVENUE NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL FUND | $10,000 |
| SHEET METAL WORKERS LOCAL NO 20 APPRENTICESHIP & TRAINING TRUST | |||||||
| 2828 EAST 45TH ST | INDIANAPOLIS | IN | 46220 | N/A | PC | GENERAL FUND | $400 |
| SHOOT FOR A CURE | |||||||
| 1345 YOSEMITE CIRCLE | OAKLEY | CA | 94561 | N/A | PC | GENERAL FUND | $3,250 |
| SMACNA COLLEGE OF FELLOWS | |||||||
| 4201 LAFAYETTE CENTER DRIVE | CHANTILLY | VA | 201511219 | N/A | PF | GRANT TO ORGANIZATION, NO EXPENDITURE RESPONSIBILITY EXERCISED, CORRECTED. | $760 |
| SMART HEROES FOUNDATION | |||||||
| 8403 ARLINGTON BOULEVARD SUITE 100 | FAIRFAX | VA | 22031 | N/A | PF | GRANT TO ORGANIZATION, NO EXPENDITURE RESPONSIBILITY EXERCISED, CORRECTED. | $4,000 |
| SMART LOCAL 105 | |||||||
| 2120 AUTO CENTRE DRIVE | GLENDORA | CA | 917406720 | N/A | NC | GRANT TO ORGANIZATION, NO EXPENDITURE RESPONSIBILITY EXERCISED, CORRECTED. | $1,000 |
| SPECIAL OLYPICS PA | |||||||
| 200 CEDAR RIDGE DRIVE SUITE 214 | PITTSBURGH | PA | 15205 | N/A | PC | GENERAL FUND | $2,000 |
| THE CHILDREN'S THERAPLAY FOUNDATION INC | |||||||
| 9919 TOWNE ROAD | CARMEL | IN | 46032 | N/A | PC | GENERAL FUND | $20,000 |
| THE HEROES CLUB | |||||||
| PO BOX 4236 | CARMEL | IN | 46082 | N/A | PC | GENERAL FUND | $1,000 |
| THE MICHAEL ANDRETTI FDN | |||||||
| 7615 ZIONSVILLE RD | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL FUND | $3,250 |
| UAMCA CHARITY FOUNDATION | |||||||
| 4923 W CYPRESS STREET | TAMPA | FL | 33607 | N/A | NC | GRANT TO ORGANIZATION. NO EXPENDITURE RESPONSIBILITY EXERCISED. CORRECTED. | $2,000 |
| UNION SPORTSMEN ALLIANCE | |||||||
| 4800 NORTHFIELD LANE | SPRING HILL | TN | 37174 | N/A | PC | GENERAL FUND | $1,250 |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION | |||||||
| 1040 POTTERSVILLE ROAD PO BIX 355 | GLADSTONE | NJ | 07934 | N/A | PC | GENERAL FUND | $33,333 |
| UNIVERSITY OF INDIANAPOLIS | |||||||
| 1400 E HANNA AVENUE | INDIANAPOLIS | IN | 46227 | N/A | PC | GENERAL FUND | $3,000 |
| WESTFIELD SHAMROCKS RUGBY CLUB | |||||||
| 256 E SENATOR WAY | CARMEL | IN | 46032 | N/A | PC | GENERAL FUND | $500 |
| WYS INC | |||||||
| PO BOX 624 | WESTFIELD | IN | 46074 | N/A | PC | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,143 | 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 | $155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155 | 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 | $179,290 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ORGANIZATION HEREBY ELECTS UNDER TREAS. REG. SEC. 53.4942(A)-3(D)(2) TO TREAT THE AMOUNT SHOWN IN PART XIII, LINE 4C, COLUMN (A), AS BEING MADE OUT OF CORPUS. | ElectionDesc |
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 | $1,000 | EOYBookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANTS | Desc |
| Amt | $7,760 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,230 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments