2021-07-13T12:34:48-05:00 2020-12-31 351841044 ASPIRE CPAS PC 8425 WOODFIELD CROSSING 110 INDIANAPOLIS IN 462407316 990PF 2020-01-01 832896908 DUNN FAMILY FOUNDATION INC DUNN 3178440423 10960 SPRING MILL ROAD CARMEL IN 46032 STEVEN M DUNN PRESIDENT 3178440423 2021-06-09 STEVEN DUNN XXX-XX-XXXX THOMAS L COMISSO CPA P00048003 3174694500 2021-06-24 2020 2022-09-23 18:48:47Z X 3302550 X X 17769 17769 43803 43803 24627 715769 24627 86199 86199 4909 4909 32425 32425 1295 1295 1216 1216 39845 39845 0 162000 162000 201845 39845 162000 -115646 46354 332088 193102 193103 2798584 3109447 3109447 3130672 3302549 3302550 0 X 3130672 3302549 3130672 3302549 3130672 3302549 3130672 -115646 287523 3302549 3302549 OCCIDENTAL PETROEUM P 2020-01-15 2020-10-20 12359 15561 -3202 -3202 DUPONT DE NEMOURS P 2019-04-26 2020-04-01 1007 2323 -1316 -1316 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 19903 19539 364 364 DISCOVER FINANCIAL SERVICES P 2019-04-26 2020-04-23 1800 3969 -2169 -2169 NISOURCE INC P 2019-06-28 2020-05-07 850 1085 -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 5534 5251 283 283 DOVER CORP P 2019-01-29 2020-01-02 1044 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 5028 5008 20 20 EDISON INTL P 2019-07-31 2020-03-10 1974 2353 -379 -379 OTIS WORLDWIDE CORP P 2019-08-07 2020-05-29 1851 2458 -607 -607 WYNDHAM HOTELS AND RESORTS P 2019-04-26 2020-04-14 1035 1695 -660 -660 US TREASURY 2-15-2049 P 2019-05-01 2020-03-31 18912 14227 4685 4685 EXXON MOBIL CORP P 2019-04-26 2020-03-16 4094 7600 -3506 -3506 ORACLE CORP P 2019-03-27 2020-03-25 6639 7193 -554 -554 WELLS FARGO & CO P 2019-05-31 2020-05-14 3770 7300 -3530 -3530 ABBOTT LABS P 2019-05-31 2020-04-27 285 227 58 58 GILEAD SCIENCES INC P 2019-05-31 2020-05-20 1026 905 121 121 PIONEER NATURAL RES CO P 2019-05-08 2020-04-29 2479 4350 -1871 -1871 SEE ATTACHED STATEMENT P 341608 314567 27041 27041 APTIV PLC P 2020-02-27 2020-12-10 1478 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 84085 84085 ALPHABET INC P 2019-08-30 2020-07-31 1473 1199 274 274 HONEYWELL INTL INC P 2019-06-28 2020-06-16 1346 1573 -227 -227 PALO ALTO NETWORKS P 2019-02-06 2020-02-03 942 883 59 59 SEE ATTACHED STATEMENT P 146827 145327 1500 1500 APPLE INC P 2019-02-06 2020-01-31 2116 1129 987 987 ILLINOIS TOOL WORKS INC P 2019-04-26 2020-04-02 1295 1174 121 121 RPM INTERNATIONAL P 2019-04-26 2020-02-03 1035 973 62 62 BLACKROCK INC P 2019-03-27 2020-03-04 7517 6373 1144 1144 JOHNSON AND JOHNSON P 2019-03-27 2020-03-24 1866 2091 -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 3654 3514 140 140 SCHWAB CHARLES CORP P 2019-06-28 2020-06-24 1017 1271 -254 -254 CARRIER GLOBAL CORP P 2019-08-07 2020-05-13 2252 2859 -607 -607 LAS VEGAS SANDS CORP P 2019-05-31 2020-04-29 2535 3334 -799 -799 SPLUNCK INC. P 2019-03-27 2020-01-30 2043 1662 381 381 CH ROBINSON WORLDWIDE P 2020-05-13 2020-11-19 1842 1515 327 327 MORGAN STANLEY P 2020-02-20 2020-12-10 1726 1462 264 264 TRAVELERS COS INC. P 2019-04-26 2020-04-02 2713 3070 -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 2298 2219 79 79 TIFFANY & CO P 2019-07-02 2020-01-03 1336 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 1318 1689 -371 -371 VIATRIS INC P 2020-03-27 2020-12-01 80 61 19 19 24627 -9016 644 644 644 X 14 658 false false false false false false false true true IN false false false false false true N/A STEVEN M DUNN 3178440423 10960 SPRING MILL ROAD CARMEL IN 46032 false false false false false false false false false false false false false false false false false false false false 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 NONE NONE N/A 2528529 306178 0 2834707 2834707 42521 2792186 139609 139609 644 644 138965 138965 138965 162000 162000 162000 138965 943 162000 943 138965 22092 22092 0 22092 22092 X STEVEN M DUNN 10960 SPRING MILL ROAD CARMEL IN 46032 3178440433 1. NAME/ADDRESS/TELEPHONE NUMBER 2. EXEMPT FOUDATION STATUS 3. NATURE OF REQUEST 4. FINANCIAL DATA NONE RESRICTIONS AND LIMITATIONS WHICH WOULD JEOPARDIZE THE EXEMPT FOUNDATION STATUS. THE VILLAGES 3833 N MERIDIAN STREET INDIANAPOLIS IN 46208 OPERATING FUND 105000 ZIONSVILLE PRESBYTERIAN CHURCH 4775 W 116TH ST ZIONSVILLE IN 46077 OPERATING FUND 57000 162000 14 17769 14 43803 18 6602 18025 68174 18025 86199 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 false false false false false false false false false false ACCOUNTING FEES 4909 4909 SECURITIES 3109447 3109447 EXPENSES BOND PREMIUM/DISCOUNT AMORT 1216 1216 ROUDING CHANGE IN UNREALIZED GAIN/LOSS AND OTHER MISC ADJ 287523 BROKERAGE FEES 32425 32425 FOREIGN TAX 651 651 EXCISE TAX 644 644