DOBBS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DOBBS FAMILY CHARITABLE TRUST (EIN 47-6684154)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349105905
Schema version
2024v5.0
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)
Return2025-11-17T15:46:00-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421462004PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DK ARNDT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 W FRANKLIN STAddressLine1Txt
CityHARTWELLCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30643ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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 BLVDAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPENDLETON SQUARE TRUST COPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9017016812PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA DAVISPreparerPersonNm
PTINP00291111PTIN
Phone7628470126PhoneNum
Preparation2025-11-17PreparationDt
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$0FMVAssetsEOYAmt
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$420InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$420InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$420InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,231DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,231DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,231DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$14,370NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$193,887GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$127NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss-$6,719TotalRevAndExpnssAmt
Total Net Invst Incm$7,651TotalNetInvstIncmAmt
Total Adj Net Incm$7,778TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,296CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,296CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,600AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,382OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,382OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$5InterestRevAndExpnssAmt
Interest Net Invst Incm$5InterestNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,283TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,283TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,778TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,283TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,495TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,497ExcessRevenueOverExpensesAmt
Net Investment Income$3,368NetInvestmentIncomeAmt
Adjusted Net Income$7,778AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$63,530SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,128SavAndTempCashInvstEOYAmt
US Government Obligations BOY$142,017USGovernmentObligationsBOYAmt
US Government Obligations EOY$139,734USGovernmentObligationsEOYAmt
Total Assets BOY$205,547TotalAssetsBOYAmt
Total Assets EOY$147,862TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$205,547CapitalStockBOYAmt
Capital Stock EOY$147,862CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$205,547TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$147,862TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$205,547TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$147,862TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$205,547TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,497ExcessRevenueOverExpensesAmt
Subtotal$153,050SubtotalAmt
Other Decreases$5,188OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$147,862TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NATIONAL FINANCIAL SERVICESP$33,870$33,743$127$127
NATIONAL FINANCIAL SERVICESP$158,429$174,514-$16,085-$16,085
FieldValueIRS element (for citing)
Capital Gain Net Income-$14,370CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$127NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47InvestmentIncomeExciseTaxAmt
Subtotal$47SubtotalAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Tax Due$47TaxDueAmt

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 Line1PENDLETON SQUARE TRUST COBusinessNameLine1Txt
Business Name Line2GEORGE PAPPASBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone4236613125PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1813 RIDGE LAKE BLVDAddressLine1Txt
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
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)

Business Name Line2BusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PENDLETON SQUARE TRUST CO
GEORGE PAPPAS813 RIDGE LAKE BLVDMEMPHISTN38120TRUSTEE1.00$1,296$0$0
LENNARD CHRISTENSEN
369 ALEDO SPRINGS CTFORT WORTHTX76126CHAIRMAN1.00$0$0$0
KRISTI DOBBS CHRISTENSEN
369 ALDEO SPRINGS CTFORT WORTHTX76126DIRECTOR1.00$0$0$0
STEPHANIE DOBBS MILLER
306 COTTONWOOD STAUBREYTX76227DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Total Tax$47TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,495ExpensesAndContributionsAmt
Qualifying Distributions$41,495QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$41,495QualifyingDistributionsAmt
Remaining Distri From Corpus$41,495RemainingDistriFromCorpusAmt
Total Corpus$41,495TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$41,495ExcessDistriCyovToNextYrAmt
Excess From Current Year$41,495ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROTARY FOUNDATION
14280 COLLECTIONS CENTERCHICAGOIL60693PCGENERAL CHARITABLE PURPOSE$25,000
YELLOW HAT ASSOCIATION
PO BOX 257BULL SHOALSAR72619PCGENERAL CHARITABLE PURPOSE$13,995
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231PCGENERAL CHARITABLE PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,495TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$420RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,231RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$14,370RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$6,719RelatedOrExemptFunctionIncmAmt
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

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,600Amt
Net Investment Income$1,600NetInvestmentIncomeAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$139,734StateLocalSecBookVlEOYAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINS/LOSSES INVESTMENTSDesc
Amt$5,188Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISOR FEES$1,182$1,182
TAX COORDINATION FEE$200$200

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