DUNN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DUNN FAMILY FOUNDATION INC (EIN 83-2896908)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-13
- IRS object ID
- 202101949349100215
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-13T12:34:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351841044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRE CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8425 WOODFIELD CROSSING 110 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462407316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832896908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNN | BusinessNameControlTxt |
| Phone | 3178440423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 SPRING MILL ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN M DUNN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3178440423 | PhoneNum |
| Signature | 2021-06-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | DUNN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS L COMISSO CPA | PreparerPersonNm |
| PTIN | P00048003 | PTIN |
| Phone | 3174694500 | PhoneNum |
| Preparation | 2021-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,302,550 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,769 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,769 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $715,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,627 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,199 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,909 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,909 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $32,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,425 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,295 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,216 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $332,088 | CashBOYAmt |
| Cash EOY | $193,102 | CashEOYAmt |
| Cash EOYFMV | $193,103 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,798,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,109,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,109,447 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,130,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,302,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,302,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,130,672 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,302,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,130,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,302,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,130,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,302,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,130,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $287,523 | OtherIncreasesAmt |
| Subtotal | $3,302,549 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,302,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETROEUM | P | 2020-01-15 | 2020-10-20 | $12,359 | $15,561 | -$3,202 | -$3,202 |
| DUPONT DE NEMOURS | P | 2019-04-26 | 2020-04-01 | $1,007 | $2,323 | -$1,316 | -$1,316 |
| NVIDA | P | 2019-03-27 | 2020-02-26 | $275 | $178 | $97 | $97 |
| ULTA BEAUTY INC | P | 2020-05-21 | 2020-11-24 | $569 | $440 | $129 | $129 |
| VERIZON COMMUNICATIONS | P | 2019-01-29 | 2020-01-08 | $19,903 | $19,539 | $364 | $364 |
| DISCOVER FINANCIAL SERVICES | P | 2019-04-26 | 2020-04-23 | $1,800 | $3,969 | -$2,169 | -$2,169 |
| NISOURCE INC | P | 2019-06-28 | 2020-05-07 | $850 | $1,085 | -$235 | -$235 |
| V F CORPORATION | P | 2019-01-29 | 2020-01-08 | $874 | $714 | $160 | $160 |
| GOLDMAN SACHS GROUP | P | 2019-07-30 | 2020-07-23 | $5,534 | $5,251 | $283 | $283 |
| DOVER CORP | P | 2019-01-29 | 2020-01-02 | $1,044 | $767 | $277 | $277 |
| NUTANIX INC | P | 2019-03-01 | 2020-02-26 | $836 | $848 | -$12 | -$12 |
| VALERO ENERGY CORP | P | 2019-04-26 | 2020-04-23 | $105 | $179 | -$74 | -$74 |
| US TREASURY 8-31-20 | P | 2019-06-28 | 2020-06-08 | $5,028 | $5,008 | $20 | $20 |
| EDISON INTL | P | 2019-07-31 | 2020-03-10 | $1,974 | $2,353 | -$379 | -$379 |
| OTIS WORLDWIDE CORP | P | 2019-08-07 | 2020-05-29 | $1,851 | $2,458 | -$607 | -$607 |
| WYNDHAM HOTELS AND RESORTS | P | 2019-04-26 | 2020-04-14 | $1,035 | $1,695 | -$660 | -$660 |
| US TREASURY 2-15-2049 | P | 2019-05-01 | 2020-03-31 | $18,912 | $14,227 | $4,685 | $4,685 |
| EXXON MOBIL CORP | P | 2019-04-26 | 2020-03-16 | $4,094 | $7,600 | -$3,506 | -$3,506 |
| ORACLE CORP | P | 2019-03-27 | 2020-03-25 | $6,639 | $7,193 | -$554 | -$554 |
| WELLS FARGO & CO | P | 2019-05-31 | 2020-05-14 | $3,770 | $7,300 | -$3,530 | -$3,530 |
| ABBOTT LABS | P | 2019-05-31 | 2020-04-27 | $285 | $227 | $58 | $58 |
| GILEAD SCIENCES INC | P | 2019-05-31 | 2020-05-20 | $1,026 | $905 | $121 | $121 |
| PIONEER NATURAL RES CO | P | 2019-05-08 | 2020-04-29 | $2,479 | $4,350 | -$1,871 | -$1,871 |
| SEE ATTACHED STATEMENT | P | $341,608 | $314,567 | $27,041 | $27,041 | ||
| APTIV PLC | P | 2020-02-27 | 2020-12-10 | $1,478 | $953 | $525 | $525 |
| HARTFORD FINL SVCS GROUP | P | 2019-03-27 | 2020-03-27 | $106 | $148 | -$42 | -$42 |
| PRUDENTIAL FINANCIAL | P | 2019-03-27 | 2020-03-09 | $406 | $642 | -$236 | -$236 |
| SEE ATTACHED STATEMENT | P | $84,085 | $84,085 | ||||
| ALPHABET INC | P | 2019-08-30 | 2020-07-31 | $1,473 | $1,199 | $274 | $274 |
| HONEYWELL INTL INC | P | 2019-06-28 | 2020-06-16 | $1,346 | $1,573 | -$227 | -$227 |
| PALO ALTO NETWORKS | P | 2019-02-06 | 2020-02-03 | $942 | $883 | $59 | $59 |
| SEE ATTACHED STATEMENT | P | $146,827 | $145,327 | $1,500 | $1,500 | ||
| APPLE INC | P | 2019-02-06 | 2020-01-31 | $2,116 | $1,129 | $987 | $987 |
| ILLINOIS TOOL WORKS INC | P | 2019-04-26 | 2020-04-02 | $1,295 | $1,174 | $121 | $121 |
| RPM INTERNATIONAL | P | 2019-04-26 | 2020-02-03 | $1,035 | $973 | $62 | $62 |
| BLACKROCK INC | P | 2019-03-27 | 2020-03-04 | $7,517 | $6,373 | $1,144 | $1,144 |
| JOHNSON AND JOHNSON | P | 2019-03-27 | 2020-03-24 | $1,866 | $2,091 | -$225 | -$225 |
| SIMON PROPERTY | P | 2019-04-26 | 2020-04-08 | $187 | $537 | -$350 | -$350 |
| CORTEVA INC. | P | 2019-02-20 | 2020-01-15 | $743 | $763 | -$20 | -$20 |
| LINDE PLC | P | 2019-03-27 | 2020-03-06 | $3,654 | $3,514 | $140 | $140 |
| SCHWAB CHARLES CORP | P | 2019-06-28 | 2020-06-24 | $1,017 | $1,271 | -$254 | -$254 |
| CARRIER GLOBAL CORP | P | 2019-08-07 | 2020-05-13 | $2,252 | $2,859 | -$607 | -$607 |
| LAS VEGAS SANDS CORP | P | 2019-05-31 | 2020-04-29 | $2,535 | $3,334 | -$799 | -$799 |
| SPLUNCK INC. | P | 2019-03-27 | 2020-01-30 | $2,043 | $1,662 | $381 | $381 |
| CH ROBINSON WORLDWIDE | P | 2020-05-13 | 2020-11-19 | $1,842 | $1,515 | $327 | $327 |
| MORGAN STANLEY | P | 2020-02-20 | 2020-12-10 | $1,726 | $1,462 | $264 | $264 |
| TRAVELERS COS INC. | P | 2019-04-26 | 2020-04-02 | $2,713 | $3,070 | -$357 | -$357 |
| CINN FINCL CRP | P | 2019-07-26 | 2020-06-30 | $190 | $320 | -$130 | -$130 |
| MERCK AND CO INC | P | 2019-02-20 | 2020-02-05 | $2,298 | $2,219 | $79 | $79 |
| TIFFANY & CO | P | 2019-07-02 | 2020-01-03 | $1,336 | $899 | $437 | $437 |
| COCA COLA | P | 2019-02-20 | 2020-02-05 | $884 | $680 | $204 | $204 |
| MC CORMIC | P | 2019-03-27 | 2020-03-24 | $1,318 | $1,689 | -$371 | -$371 |
| VIATRIS INC | P | 2020-03-27 | 2020-12-01 | $80 | $61 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,627 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,016 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $644 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $644 | SubtotalAmt |
| Tax Based On Investment Income | $644 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $658 | TaxDueAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | STEVEN M DUNN | IndividualWithBooksNm |
| Phone | 3178440423 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 SPRING MILL ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN M DUNN | ||||||||
| 10960 SPRING MILL ROAD | CARMEL | IN | 46032 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ARLENE S DUNN | ||||||||
| 10960 SPRING MILL ROAD | CARMEL | IN | 46032 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MATTHEW J DUNN | ||||||||
| 5867 N COLLEGE AVENUE | INDIANAPOLIS | IN | 46220 | TREAS, SEC | 0.50 | $0 | $0 | $0 |
| CHRISTOPHER R DUNN | ||||||||
| 5855 N COLLEGE AVENUE | INDIANAPOLIS | IN | 46220 | VICE PRESIDE | 0.50 | $0 | $0 | $0 |
| LAUREN M POURCHO | ||||||||
| 6304 BURGIN DRIVE | WHITESTOWN | IN | 46075 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,528,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,834,707 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,834,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,792,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $644 | TotalTaxAmt |
| Distributable Before Adj | $138,965 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,965 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,965 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $162,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $943 | UndistributedIncomePYAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $943 | AppliedToYear1Amt |
| Applied To Current Year | $138,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,092 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,092 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $22,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN M DUNN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 SPRING MILL ROAD | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178440433 | RecipientPhoneNum |
| Form And Info And Materials | 1. NAME/ADDRESS/TELEPHONE NUMBER 2. EXEMPT FOUDATION STATUS 3. NATURE OF REQUEST 4. FINANCIAL DATA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESRICTIONS AND LIMITATIONS WHICH WOULD JEOPARDIZE THE EXEMPT FOUNDATION STATUS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE VILLAGES | |||||
| 3833 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | OPERATING FUND | $105,000 |
| ZIONSVILLE PRESBYTERIAN CHURCH | |||||
| 4775 W 116TH ST | ZIONSVILLE | IN | 46077 | OPERATING FUND | $57,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,769 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,602 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,025 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,025 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,199 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME FORM THE PRUDENT INVESTMENT OF PRIVATE DONATIONS |
| 4 | INCOME FROM THE PRUDENT INVESTMENT OF PRIVATE DONATIONS |
| 8 | DIVERSIFICATION OF INVESTMENTS; REBALANCING OF INVESTMENTS |
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 | $4,909 | Amt |
| Net Investment Income | $4,909 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $3,109,447 | EOYBookValueAmt |
| EOYFMV | $3,109,447 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BOND PREMIUM/DISCOUNT AMORT | $1,216 | $1,216 |
| ROUDING |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS AND OTHER MISC ADJ | Desc |
| Amt | $287,523 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $32,425 | Amt |
| Net Investment Income | $32,425 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $651 | $651 |
| EXCISE TAX | $644 | $644 |