CA DUNN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CA DUNN FAMILY FOUNDATION (EIN 20-0015014)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-17
- IRS object ID
- 202540769349101214
- 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
- Form 990-PF
- Accounting Fees Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-17T14:19:12-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330749329 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & Cronin LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 Encinitas Boulevard 101 | AddressLine1Txt |
| City | Encinitas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200015014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA DUNN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CADU | BusinessNameControlTxt |
| Phone | 8587562236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9116 E SPRAGUE 59 | AddressLine1Txt |
| City | SPOKANE VALLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON G DUNN | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2025-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | F LAURENCE SCOTT JR | PreparerPersonNm |
| PTIN | P00163942 | PTIN |
| Phone | 7606323600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,458 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,458 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $794,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,999 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,791 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $345 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $345 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $218,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,802 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,249 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,441 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,441 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $4,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $678,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $678,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $686,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $686,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$467,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,145 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,249 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,911 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $82,712 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $338,254 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $14,880 | CorporateBondsBOYAmt |
| Other Investments BOY | $17,767 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $467,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $467,524 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $467,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $467,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $467,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$467,524 | ExcessRevenueOverExpensesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 70 Phillips 66 | P | 2002-07-12 | 2024-12-09 | $9,174 | $5,623 | $3,551 | $3,551 |
| 55000 Corte Madera CA Lagoon | P | 2010-01-20 | 2024-11-05 | $55,539 | $56,422 | -$883 | -$883 |
| 25000 Signal Hill CA Redev Agy Alloc Taxable | P | 2014-01-10 | 2024-11-05 | $25,166 | $26,290 | -$1,124 | -$1,124 |
| 600 JP Morgan Ser DD | P | 2018-10-04 | 2024-12-03 | $15,003 | $14,880 | $123 | $123 |
| 2000 Aberdeen Global Premier Properties | P | 2018-10-19 | 2024-12-03 | $8,650 | $11,112 | -$2,462 | -$2,462 |
| 200 Exxon Mobile Corp XOM | P | 2018-12-31 | 2024-12-09 | $22,790 | $13,573 | $9,217 | $9,217 |
| 400 CISCO SYSTEMS INC | P | 2019-08-15 | 2024-11-05 | $22,489 | $18,490 | $3,999 | $3,999 |
| 150 QUALCOMM INC | P | 2019-12-11 | 2024-12-09 | $24,100 | $12,981 | $11,119 | $11,119 |
| 90 ABBVIE INC | P | 2020-02-27 | 2024-12-03 | $16,371 | $7,868 | $8,503 | $8,503 |
| 200 Exxon Mobile Corp XOM | P | 2020-02-27 | 2024-12-09 | $22,790 | $10,372 | $12,418 | $12,418 |
| 240 GLAXOSMITHKLINE PLC | P | 2020-02-27 | 2024-12-09 | $8,619 | $10,406 | -$1,787 | -$1,787 |
| 100 IBM | P | 2020-02-27 | 2024-12-03 | $22,824 | $13,140 | $9,684 | $9,684 |
| 5 BROADCOM INC | P | 2020-03-10 | 2024-02-21 | $6,090 | $1,235 | $4,855 | $4,855 |
| 150 BROADCOM INC | P | 2020-03-10 | 2024-08-28 | $23,711 | $3,707 | $20,004 | $20,004 |
| 300 BROADCOM INC | P | 2020-03-10 | 2024-12-09 | $53,028 | $7,414 | $45,614 | $45,614 |
| 80 GLAXOSMITHKLINE PLC | P | 2020-03-10 | 2024-12-09 | $2,873 | $3,288 | -$415 | -$415 |
| 50 IBM | P | 2020-03-10 | 2024-12-03 | $11,412 | $5,724 | $5,688 | $5,688 |
| 200 Gilead Sciences Inc | P | 2021-08-10 | 2024-11-05 | $18,027 | $13,826 | $4,201 | $4,201 |
| 500 UNUM Group | P | 2021-08-10 | 2024-02-22 | $24,722 | $13,473 | $11,249 | $11,249 |
| 500 Enterprise Products Partners | P | 2021-08-10 | 2024-11-05 | $13,762 | $6,410 | $7,352 | $7,352 |
| 120 Morgan Stanley & Co | P | 2022-04-29 | 2024-05-09 | $11,696 | $9,716 | $1,980 | $1,980 |
| 175 Devon Energy Group | P | 2022-05-18 | 2024-09-26 | $6,711 | $12,195 | -$5,484 | -$5,484 |
| 90 Dow Inc | P | 2022-06-28 | 2024-12-09 | $3,896 | $4,726 | -$830 | -$830 |
| 4 JP Morgan Chase & Co | P | 2022-07-06 | 2024-11-05 | $883 | $452 | $431 | $431 |
| 60 Pepsico | P | 2023-02-01 | 2024-12-09 | $9,619 | $10,199 | -$580 | -$580 |
| 740 First Trust III | P | 2023-05-02 | 2024-11-05 | $13,323 | $11,736 | $1,587 | $1,587 |
| 60 Phillips 66 | P | 2023-05-03 | 2024-12-09 | $7,864 | $5,622 | $2,242 | $2,242 |
| 125 Devon Energy Group | P | 2023-05-10 | 2024-09-26 | $4,793 | $5,980 | -$1,187 | -$1,187 |
| 110 Dow Inc | P | 2023-05-10 | 2024-12-09 | $4,762 | $5,830 | -$1,068 | -$1,068 |
| 40 Microsoft Corp | P | 2023-07-26 | 2024-12-09 | $17,851 | $13,403 | $4,448 | $4,448 |
| 15 Microsoft Corp | P | 2023-08-09 | 2024-12-09 | $6,694 | $4,846 | $1,848 | $1,848 |
| 75 Simon Property Group | P | 2023-08-09 | 2024-11-05 | $13,051 | $8,897 | $4,154 | $4,154 |
| 85 APPLE | P | 2023-08-14 | 2024-12-09 | $20,923 | $15,213 | $5,710 | $5,710 |
| 315 Wallgreens | P | 2023-08-15 | 2024-02-22 | $6,799 | $9,062 | -$2,263 | -$2,263 |
| 65 AMAZON | P | 2023-08-15 | 2024-11-05 | $12,940 | $8,972 | $3,968 | $3,968 |
| 270 Kraft Heinz | P | 2023-08-15 | 2024-12-09 | $8,614 | $9,152 | -$538 | -$538 |
| 625 Trinity Capital | P | 2023-09-14 | 2024-11-05 | $8,347 | $9,191 | -$844 | -$844 |
| 225 US Bancorp | P | 2023-09-14 | 2024-11-05 | $10,690 | $8,027 | $2,663 | $2,663 |
| 250 Leggett & Platt Inc | P | 2023-09-19 | 2024-05-01 | $3,304 | $6,292 | -$2,988 | -$2,988 |
| 30 APPLE | P | 2023-10-03 | 2024-12-09 | $7,385 | $5,164 | $2,221 | $2,221 |
| 15 Microsoft Corp | P | 2023-10-03 | 2024-12-09 | $6,694 | $4,678 | $2,016 | $2,016 |
| 15 COSTCO | P | 2023-10-04 | 2024-12-09 | $14,762 | $8,557 | $6,205 | $6,205 |
| 60 Proctor and Gamble | P | 2023-10-24 | 2024-12-03 | $10,566 | $8,999 | $1,567 | $1,567 |
| 660 First Trust III | P | 2023-10-26 | 2024-11-05 | $11,883 | $10,227 | $1,656 | $1,656 |
| 80 Morgan Stanley & Co | P | 2024-01-22 | 2024-05-09 | $7,797 | $6,853 | $944 | $944 |
| 525 Phizer Incorporated | P | 2024-02-22 | 2024-12-09 | $13,784 | $14,474 | -$690 | -$690 |
| 225 Verizon Communications | P | 2024-02-22 | 2024-12-03 | $9,846 | $9,174 | $672 | $672 |
| 65 Alphabet Inc | P | 2024-02-27 | 2024-12-09 | $11,437 | $9,019 | $2,418 | $2,418 |
| 2000 Aberdeen Global Premier Properties | P | 2024-04-04 | 2024-12-03 | $8,650 | $7,550 | $1,100 | $1,100 |
| 85 Apple | P | 2024-04-04 | 2024-12-09 | $20,923 | $14,447 | $6,476 | $6,476 |
| 250 Leggett & Platt Inc | P | 2024-04-04 | 2024-05-01 | $3,303 | $4,754 | -$1,451 | -$1,451 |
| 40 Pepsico | P | 2024-04-04 | 2024-12-09 | $6,413 | $6,824 | -$411 | -$411 |
| 375 Trinity Capital | P | 2024-04-04 | 2024-11-05 | $5,008 | $5,443 | -$435 | -$435 |
| 200 International Paper Co | P | 2024-05-14 | 2024-11-05 | $11,509 | $7,913 | $3,596 | $3,596 |
| 135 Darden Restaurants | P | 2024-07-24 | 2024-12-03 | $23,043 | $18,812 | $4,231 | $4,231 |
| 1300 Ready Cap Corp | P | 2024-08-28 | 2024-11-05 | $8,794 | $10,693 | -$1,899 | -$1,899 |
| 65 Alphabet Inc | P | 2024-10-31 | 2024-12-09 | $11,437 | $11,134 | $303 | $303 |
| 10 Amazon, Inc | P | 2024-10-31 | 2025-11-05 | $1,991 | $1,854 | $137 | $137 |
| 5 Costco Whsl | P | 2024-10-31 | 2024-12-09 | $4,921 | $4,366 | $555 | $555 |
| 55 Kraft Heinz | P | 2024-10-31 | 2024-12-09 | $1,755 | $1,856 | -$101 | -$101 |
| 75 Verizon Communications | P | 2024-10-31 | 2024-12-03 | $3,282 | $3,183 | $99 | $99 |
| 325 Halliburton Company | P | 2024-11-06 | 2024-12-09 | $9,533 | $9,898 | -$365 | -$365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,999 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,791 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,977 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,977 | SubtotalAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $2,992 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON G DUNN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587562236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9116 E SPRAGUE 59 | AddressLine1Txt |
| City | SPOKANE VALLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992063601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON G DUNN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9116 E SPRAGUE 59 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992063601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President & CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $568,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $576,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,977 | TotalTaxAmt |
| Distributable Before Adj | $25,423 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,423 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $686,326 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $686,326 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,423 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,916 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207,067 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $318,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $686,326 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $660,903 | RemainingDistriFromCorpusAmt |
| Total Corpus | $979,495 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,753 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $971,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,966 | ExcessFromYear4Amt |
| Excess From Year3 | $30,890 | ExcessFromYear3Amt |
| Excess From Year2 | $58,916 | ExcessFromYear2Amt |
| Excess From Year1 | $207,067 | ExcessFromYear1Amt |
| Excess From Current Year | $660,903 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHARON G DUNN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | 501(c)(3) | MEDICAL RESEARCH AND HEALTH CARE | $100,000 |
| YOUTH TENNIS SAN DIEGO | |||||||
| 4490 WEST POINT LOMA BLVD | SAN DIEGO | CA | 92107 | NONE | 501(c)(3) | ATHLETICS | $50,000 |
| XAVERIAN HIGH SCHOOL MEMORIAL SCHOL | |||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | NONE | 501(c)(3) | ROBT TIPALDI MEMORIAL SCHOLORSHIP | $5,000 |
| SUHI FOUNDATION | |||||||
| 6130 STONERIDGE MALL RD STE 185 | PLEASANTON | CA | 94588 | NONE | 501(c)(3) | CLASS OF '64 SCHOLARSHIP ENDOWMENT FUND | $200,000 |
| SDSU ATHLETIC ASSOCIATION | |||||||
| 5500 CAMPLINE DRIVE | SAN DIEGO | CA | 92182 | NONE | 501(c)(3) | FRCC TENNIS | $50,000 |
| SAN DIEGO AUTOMOTIVE MUSEUM | |||||||
| 2080 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | NONE | 501(c)(3) | AUTOMOTIVE HISTORY | $25,000 |
| FACE FOUNDATION | |||||||
| 10455 SORRENTO VALLE ROAD SUITE 208 | SAN DIEGO | CA | 92121 | NONE | 501(c)(3) | MEDICAL ASSISTANCE FOR PETS IN NEED OF MEDICAL CARE. | $3,203 |
| CHALLENGED ATHELETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | 501(c)(3) | TO SUPPORT PEOPLE WITH PHYSICAL DISABILTIES TO PURSUE ACTIVE LIFESTYLES. | $155,000 |
| SEMPER FI AND AMERICAS FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | NONE | 501(c)(3) | PROVIDING IMMEDIATE FINANCIAL ASSISTANCE AND LIFETIME SUPPORT TO OUR NATIONS CRITICALLY WOUNDED, ILL AND INJURED SERVICE MEMBERS, VETERANS AND MILITARY FAMILIES. | $55,000 |
| HONOR FLIGHT SAN DIEGO | |||||||
| PO BOX 181309 | CORONADO | CA | 92178 | NONE | 501(c)(3) | ESCORT VETERANS TO WASHINGTON DC TO VISIT THEIR MEMORIALS. | $5,000 |
| SAN DIEGO ANIMAL SANCTUARY AND FARM | |||||||
| 5178 JAPATUL SPUR | ALPINE | CA | 91901 | NONE | 501(c)(3) | A SANCTUARY WHERE ANIMALS TEACH AND PEOPLE LEARN. | $5,000 |
| BE PERFECT FOUNDATION | |||||||
| 720 INDIGO COURT | POMONA | CA | 91767 | NONE | 501(c)(3) | TO PROVIDE DIRECT FINANCIAL AND EMOTIONAL AID TO INDIVIDUALS LIVING WITH PARALYSIS. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $678,203 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,458 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $192,999 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| ENTERPRISE PRODUCTS PARTNERS | $13 |
| FEDERAL TAX REFUND | $249 |
| MISC INCOME | $83 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $345 | ExclusionAmt |
| Related Or Exempt Function Incm | $218,457 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,802 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,441 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,441 | DisbursementsCharitablePrpsAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The foundation ceased operations as of December 31, 2024. All remaining investments were liquidated and funds were distributed to qualifying charitable organizations. A list of organizations which received benefit upon liquidation of the foundation are listed on Form 990PF, Part XIV Line 3. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $4,657 | $4,657 | $4,657 |
| SECRETARY OF STATE FEE | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS | $13 | $13 |
| FEDERAL TAX REFUND | $249 | $249 |
| MISC INCOME | $83 | $83 |