DUNN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DUNN FAMILY FOUNDATION INC (EIN 83-2896908)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-19
- IRS object ID
- 202001719349100320
- Schema version
- 2019v5.0
- 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 | 2020-06-19T14:20:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS L COMISSO CPA | PreparerPersonNm |
| PTIN | P00048003 | PTIN |
| Phone | 3174694500 | 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 | $3,130,674 | 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 | $35,943 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,943 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $262,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,790 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,533 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,533 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $20,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,853 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,609 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $441 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $441 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,000,000 | CashBOYAmt |
| Cash EOY | $332,088 | CashEOYAmt |
| Cash EOYFMV | $332,090 | CashEOYFMVAmt |
| Corporate Stock EOY | $2,798,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,798,584 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,000,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,130,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,130,674 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,000,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,130,672 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,000,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,130,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,000,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,130,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,000,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $206,318 | OtherIncreasesAmt |
| Subtotal | $3,130,672 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,130,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (99 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC | P | 2019-01-29 | 2019-10-10 | $3,532 | $2,978 | $554 | $554 |
| CVS HEATH CORP | P | 2019-03-27 | 2019-03-28 | $1,333 | $1,596 | -$263 | -$263 |
| GENL DYNAMICS CORP | P | 2019-01-29 | 2019-09-24 | $1,294 | $1,221 | $73 | $73 |
| MICROSOFT CORP | P | 2019-01-29 | 2019-11-04 | $6,342 | $4,728 | $1,614 | $1,614 |
| TARGET CORP | P | 2019-02-20 | 2019-03-01 | $1,597 | $1,584 | $13 | $13 |
| FNMA PMA3594 | P | 2019-12-26 | 2019-12-26 | $894 | $894 | ||
| FHLMC GO 8701 | P | 2019-12-16 | 2019-12-16 | $214 | $214 | ||
| JPMORGAN CHASE | P | 2019-01-29 | 2019-02-11 | $4,073 | $4,078 | -$5 | -$5 |
| CHEVRON CORP | P | 2019-01-29 | 2019-08-13 | $1,710 | $1,574 | $136 | $136 |
| GRUBHUB INC | P | 2019-08-30 | 2019-11-01 | $2,431 | $4,973 | -$2,542 | -$2,542 |
| NISOURCE INC | P | 2019-06-28 | 2019-12-12 | $3,349 | $3,325 | $24 | $24 |
| 3M COMPANY | P | 2019-03-27 | 2019-04-25 | $1,965 | $2,024 | -$59 | -$59 |
| FNMA PMA3615 | P | 2019-12-26 | 2019-12-26 | $1,514 | $1,514 | ||
| FNMA PMA2670 | P | 2019-12-26 | 2019-12-26 | $379 | $379 | ||
| US TREASURY FEB 15 2028 | P | 2019-04-26 | 2019-05-01 | $6,126 | $6,076 | $50 | $50 |
| CONOCO PHILLIPS | P | 2019-01-29 | 2019-08-13 | $139 | $132 | $7 | $7 |
| GEUINE PARTS CO | P | 2019-07-26 | 2019-09-24 | $2,473 | $2,641 | -$168 | -$168 |
| OCCIDENTAL PETE CORP | P | 2019-03-27 | 2019-06-18 | $5,251 | $6,646 | -$1,395 | -$1,395 |
| TRAVELER COS INC | P | 2019-02-06 | 2019-10-02 | $2,159 | $1,876 | $283 | $283 |
| FHLMC GO 8867 | P | 2019-12-26 | 2019-12-26 | $894 | $894 | ||
| FNMA PMA2806 | P | 2019-12-26 | 2019-12-26 | $1,228 | $1,228 | ||
| US TREASURY AUG 31 2020 | P | 2019-02-20 | 2019-05-01 | $13,039 | $13,010 | $29 | $29 |
| CATERPILLAR INC | P | 2019-07-26 | 2019-09-06 | $5,141 | $5,730 | -$589 | -$589 |
| GILEAD SCIENCES INC | P | 2019-02-06 | 2019-04-18 | $867 | $974 | -$107 | -$107 |
| PPG INDUSTRIES | P | 2019-01-29 | 2019-12-03 | $1,236 | $1,042 | $194 | $194 |
| TIFFANY & CO NEW | P | 2019-07-02 | 2019-11-22 | $4,666 | $3,466 | $1,200 | $1,200 |
| FNMA PMA3637 | P | 2019-12-26 | 2019-12-26 | $1,357 | $1,357 | ||
| FHLMC GO 8737 | P | 2019-12-16 | 2019-12-16 | $92 | $92 | ||
| US TREASURY SEP 30 2021 | P | 2019-04-26 | 2019-05-01 | $11,952 | $11,917 | $35 | $35 |
| CHIPOLTE MEXICAN GRILL | P | 2019-05-28 | 2019-10-04 | $6,537 | $5,152 | $1,385 | $1,385 |
| HARTFORD FINL SERVICES GROUP | P | 2019-02-13 | 2019-10-22 | $2,448 | $2,008 | $440 | $440 |
| PHILLIP MORRIS INTL | P | 2019-01-29 | 2019-05-23 | $945 | $817 | $128 | $128 |
| YUM CHINA HOLDING | P | 2019-03-27 | 2019-05-17 | $3,031 | $2,686 | $345 | $345 |
| FNMA PMA3630 | P | 2019-12-26 | 2019-12-26 | $1,687 | $1,687 | ||
| FHLMC GO 8759 | P | 2019-12-16 | 2019-12-16 | $1,106 | $1,106 | ||
| ABBOTT LABS | P | 2019-02-20 | 2019-10-04 | $1,302 | $1,146 | $156 | $156 |
| CME GROUP INC | P | 2019-01-29 | 2019-09-10 | $1,853 | $1,630 | $223 | $223 |
| HONEYWELL INTL INC | P | 2019-01-29 | 2019-10-02 | $1,295 | $1,135 | $160 | $160 |
| PAYPAL HOLDINGS INC | P | 2019-05-31 | 2019-07-22 | $6,080 | $5,216 | $864 | $864 |
| CORTEVA INC | P | 2019-06-06 | 2019-06-06 | $9 | $9 | $9 | |
| FHLMC GO 8879 | P | 2019-12-16 | 2019-12-16 | $737 | $737 | ||
| FHLMC GO 8770 | P | 2019-12-16 | 2019-12-16 | $2,306 | $2,306 | ||
| AKAMAI TECHNOLOGIES | P | 2019-01-29 | 2019-08-13 | $355 | $259 | $96 | $96 |
| CHUBB LTD | P | 2019-02-06 | 2019-11-04 | $1,181 | $1,053 | $128 | $128 |
| HOME DEPOT INC | P | 2019-01-29 | 2019-12-03 | $2,404 | $1,974 | $430 | $430 |
| PFIZER INC. | P | 2019-02-13 | 2019-11-18 | $3,784 | $4,254 | -$470 | -$470 |
| FNMA PMA3210 | P | 2019-12-26 | 2019-12-26 | $2,569 | $2,569 | ||
| FNMA PMA3686 | P | 2019-12-26 | 2019-12-26 | $584 | $584 | ||
| FNMA PMA3210 | P | 2019-01-30 | 2019-05-08 | $11,794 | $11,686 | $108 | $108 |
| AIR PRODUCTS & CHEM | P | 2019-01-29 | 2019-08-02 | $2,140 | $1,630 | $510 | $510 |
| COCA COLA | P | 2019-02-20 | 2019-08-02 | $4,272 | $3,867 | $405 | $405 |
| ILLIOIS TOOL WORKS INC | P | 2019-03-27 | 2019-12-18 | $3,830 | $3,321 | $509 | $509 |
| QUALCOM INC | P | 2019-01-29 | 2019-11-18 | $1,465 | $1,045 | $420 | $420 |
| FHLMC GO 8799 | P | 2019-12-16 | 2019-12-16 | $53 | $53 | ||
| FMNA PMA3685 | P | 2019-12-26 | 2019-12-26 | $288 | $288 | ||
| FNMA PMA3637 | P | 2019-03-27 | 2019-05-08 | $11,060 | $11,102 | -$42 | -$42 |
| ALTRIA GROUP INC | P | 2019-02-20 | 2019-09-13 | $2,857 | $2,868 | -$11 | -$11 |
| DOW INC | P | 2019-05-31 | 2019-06-28 | $1,605 | $1,604 | $1 | $1 |
| JOHNSON AND JOHNSON | P | 2019-01-29 | 2019-03-04 | $824 | $781 | $43 | $43 |
| REPUBLIC SERVICES INC. | P | 2019-01-29 | 2019-03-08 | $482 | $456 | $26 | $26 |
| FNMA PMA3416 | P | 2019-12-26 | 2019-12-26 | $2,342 | $2,342 | ||
| FNMA PMA3692 | P | 2019-12-26 | 2019-12-26 | $962 | $962 | ||
| FNMA PMA3637 | P | 2019-04-29 | 2019-05-08 | $13,071 | $13,028 | $43 | $43 |
| APPLE INC. | P | 2019-01-29 | 2019-10-17 | $3,261 | $2,342 | $919 | $919 |
| DUPONT DE NEMOURS | P | 2019-04-26 | 2019-06-06 | $24 | $37 | -$13 | -$13 |
| KONTOOR BRANDS INC | P | 2019-05-31 | 2019-06-07 | $131 | $158 | -$27 | -$27 |
| RED HAT INC. | P | 2019-05-31 | 2019-06-21 | $2,238 | $2,219 | $19 | $19 |
| FNMA PMA3443 | P | 2019-12-26 | 2019-12-26 | $11,537 | $11,537 | ||
| FNMA PMA3747 | P | 2019-12-26 | 2019-12-26 | $181 | $181 | ||
| BIOGEN INC | P | 2019-02-20 | 2019-04-16 | $2,349 | $3,302 | -$953 | -$953 |
| DOVER CORP | P | 2019-01-29 | 2019-01-31 | $88 | $85 | $3 | $3 |
| KRAFT HEINZ CO | P | 2019-02-20 | 2019-02-22 | $347 | $473 | -$126 | -$126 |
| REGENERON PHARMACYCLS | P | 2019-02-20 | 2019-03-07 | $1,237 | $1,248 | -$11 | -$11 |
| FNMA PMA3444 | P | 2019-12-26 | 2019-12-26 | $2,286 | $2,286 | ||
| FHLMC ZT 1322 | P | 2019-12-26 | 2019-12-26 | $500 | $500 | ||
| BLACKROCK, INC | P | 2019-01-29 | 2019-12-13 | $2,923 | $2,456 | $467 | $467 |
| EDISON INTL CALIFORNIA | P | 2019-07-13 | 2019-10-30 | $676 | $812 | -$136 | -$136 |
| ELI LILLY & CO | P | 2019-01-29 | 2019-07-25 | $2,336 | $2,490 | -$154 | -$154 |
| SCHLUMBERGER LTD | P | 2019-03-27 | 2019-05-10 | $2,264 | $2,549 | -$285 | -$285 |
| FNMA PMA3538 | P | 2019-12-26 | 2019-12-26 | $3,323 | $3,323 | ||
| FNMA PMA3804 | P | 2019-12-26 | 2019-12-26 | $216 | $216 | ||
| BECTON DICKINSON CO | P | 2019-02-06 | 2019-10-30 | $1,531 | $1,464 | $67 | $67 |
| EXXON MOBILE CORP | P | 2019-01-29 | 2019-04-12 | $325 | $287 | $38 | $38 |
| MERK AND CO INC | P | 2019-02-20 | 2019-11-18 | $5,956 | $5,747 | $209 | $209 |
| STANLEY BLACK & DECKER | P | 2019-02-20 | 2019-12-03 | $2,227 | $2,041 | $186 | $186 |
| FNMA PMA3538 | P | 2019-12-26 | 2019-12-26 | $4,660 | $4,660 | ||
| FNMA PFM1147 | P | 2019-12-26 | 2019-12-26 | $522 | $522 | ||
| COMCAST CORP | P | 2019-01-29 | 2019-09-04 | $3,411 | $2,830 | $581 | $581 |
| ECOLAB INC | P | 2019-01-29 | 2019-03-01 | $340 | $311 | $29 | $29 |
| MONDELEZ INTERNATIONAL | P | 2019-01-29 | 2019-05-01 | $619 | $522 | $97 | $97 |
| STARBUCKS CORP | P | 2019-02-20 | 2019-10-02 | $1,588 | $1,364 | $224 | $224 |
| FNMA PMA3593 | P | 2019-12-26 | 2019-12-26 | $1,697 | $1,697 | ||
| FHLMC GO 8635 | P | 2019-12-16 | 2019-12-16 | $367 | $367 | ||
| CORTEVA INC | P | 2019-02-13 | 2019-10-02 | $378 | $428 | -$50 | -$50 |
| EQUINIX INC | P | 2019-01-29 | 2019-08-16 | $1,093 | $758 | $335 | $335 |
| MEDTRONIC PLC | P | 2019-01-29 | 2019-02-26 | $640 | $607 | $33 | $33 |
| TEXAS INSTRUMENTS | P | 2019-01-29 | 2019-10-17 | $2,824 | $2,250 | $574 | $574 |
| FNMA PMA3592 | P | 2019-12-26 | 2019-12-26 | $3,712 | $3,712 | ||
| FNMA PAS4884 | P | 2019-12-26 | 2019-12-26 | $284 | $284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,491 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,016 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $2,955,000 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $2,936,587 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $744 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $744 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $744 | SubtotalAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Tax Due | $771 | 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 | 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 |
| 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 | $2,470,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $510,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,981,307 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,981,307 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,936,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $744 | TotalTaxAmt |
| Distributable Before Adj | $146,085 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,085 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,085 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $744 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,858 | UndistributedIncomePYAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,858 | AppliedToYear1Amt |
| Applied To Current Year | $145,142 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $943 | UndistributedIncomeCYAmt |
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 | $100,000 |
| ZIONSVILLE PRESBYTERIAN CHURCH | |||||
| 4775 W 116TH ST | ZIONSVILLE | IN | 46077 | OPERATING FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,943 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,356 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,016 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,016 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,790 | 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 | $2,533 | Amt |
| Net Investment Income | $2,533 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $2,798,584 | EOYBookValueAmt |
| EOYFMV | $2,798,584 | 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 | $439 | $439 |
| ROUDING | $2 | $2 |
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 | $206,318 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $20,853 | Amt |
| Net Investment Income | $20,853 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $838 | $838 |
| EXCISE TAX | $771 | $771 |