DUNLAP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DUNLAP FOUNDATION (EIN 33-0833681)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202041279349100144
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T18:59:07-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263480068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEEN DAVIDSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9961 VOYAGER CIRCLE | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92646 | 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 | 330833681 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNLAP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNL | BusinessNameControlTxt |
| Phone | 7148406460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16897 ALGONQUIN ST STE A | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92649 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | D S DUNLAP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7148406460 | PhoneNum |
| Signature | 2020-04-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN DAVIDSON | PreparerPersonNm |
| PTIN | P01249033 | PTIN |
| Phone | 7146150120 | PhoneNum |
| Preparation | 2020-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,491,946 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,995 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,490 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,134 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,621 | CashBOYAmt |
| Cash EOY | $46,547 | CashEOYAmt |
| Cash EOYFMV | $46,547 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $954 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $534 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $534 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,976,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,128,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,443,911 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,100,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,176,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,491,946 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $190 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,100,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,176,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,100,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,176,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,100,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,176,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,100,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,372 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,176,517 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,176,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,280,478 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,139,326 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043004 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,872,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $112,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,878,594 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059885 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,870,343 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079611 | DistributionYr5Rt |
| Total Distribution | 0.272372 | TotalDistributionRt |
| Average Distribution | 0.054474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,321,710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,473 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,201 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,456 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,456 | SubtotalAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $544 | OverpaymentAmt |
| Applied To ES Tax | $544 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | COZETTE DUNLAP | IndividualWithBooksNm |
| Phone | 7148406460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16897 ALGONQUIN ST STE A | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92649 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| D S DUNLAP | ||||||||
| 16897 ALGONQUIN ST STE A | HUNTINGTON BEACH | CA | 92649 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| LE ANNE DUNLAP | ||||||||
| 16897 ALGONQUIN ST STE A | HUNTINGTON BEACH | CA | 92649 | VICE-PRES | 000.00 | $0 | $0 | $0 |
| COZETTE DUNLAP | ||||||||
| 16897 ALGONQUIN ST STE A | HUNTINGTON BEACH | CA | 92649 | TREASURER | 000.00 | $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 | $2,290,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,357,066 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,357,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,321,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,456 | TotalTaxAmt |
| Distributable Before Adj | $114,630 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,630 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $112,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,630 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $38,349 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,697 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,954 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $83,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $112,700 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,930 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,930 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,070 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,419 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,697 | ExcessFromYear4Amt |
| Excess From Year3 | $24,954 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL S DUNLAP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MARTHAS VILLAGE & KITCHEN | ||||||||
| MARTHAS VILLAGE & KITCHEN INC | 83791 DATE AVENUE | INDIO | CA | 922014737 | 501(C)(3) | FEED THE HOMELESS | $49,200 | |
| BIGHORN BAM | ||||||||
| BIGHORN BAM | 255 PALOWET DRIVE | PALM DESERT | CA | 92260 | 501(C)(3) | NEEDY | $1,000 | |
| BIG BROTHERS BIG SISTERS OF DESERT | ||||||||
| BIG BROTHERS BIG SISTERS OF DESERT | 42-600 COOK STREET | PALM DESERT | CA | 92211 | 501(C)(3) | EDUCATION | $500 | |
| ANIMAL SAMARITANS SPCA | ||||||||
| ANIMAL SAMARITANS SPCA | 72-715 LA CANADA WAY | THOUSAND OAKS | CA | 92276 | 501(C)(3) | ANIMAL CARE | $2,000 | |
| BRIGHT SIDE ANIMAL CENTER | ||||||||
| BRIGHT SIDE ANIMAL CENTER | 1355 NE HEMLOCK AVE | REDMOND | OR | 97756 | 501(C)(3) | ANIMAL CARE | $5,000 | |
| EISENHOWER MEDICAL CENTER FOUNDATIO | ||||||||
| EISENHOWER MEDICAL CENTER FOUNDATION | 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)(3) | MEDICAL | $10,000 | |
| GALILEE CENTER | ||||||||
| GALILEE CENTER | 66101 HAMMOND RD | MECCA | CA | 92254 | 501(C)(3) | NEEDY | $17,000 | |
| LOVING ALL ANIMALS | ||||||||
| LOVING ALL ANIMALS | 83496 51ST AVE | COACHELLA | CA | 92236 | 501(C)(3) | ANIMAL CARE | $1,000 | |
| THE PET RESCUE CENTER | ||||||||
| THE PET RESCUE CENTER | 84500 AVENUE 52 | COACHELLA | CA | 92236 | 501(C)(3) | ANIMAL CARE | $5,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| UNIVERSITY OF ARIZONA FOUNDATION | 1 NATL CHAMPIONSHIP 246 | TUCSON | AZ | 857210096 | 501(C)(3) | EDUCATION | $20,000 | PO BOX 210096 |
| WILDSIDE REHABILITATION | ||||||||
| WILDSIDE REHABILITATION | 8601 HOUSTON RD | EATON RAPIDS | MI | 48827 | 501(C)(3) | NEEDY | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $115,355 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,377 | ExclusionAmt |
| Related Or Exempt Function Incm | $115,355 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,732 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DS DUNLAP TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16897 ALGONQUIN ST STE A | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VULCAN VALUE PARTNERS | 2018-03 | PURCHASE | 2019-02 | $3,256 | $3,253 | $3 |
| VULCAN VALUE PARTNERS | 2018-01 | PURCHASE | 2019-02 | $38,199 | $38,174 | $25 |
| JOHCM EMRG MKT OPPTY | 2018-01 | PURCHASE | 2019-02 | $24,980 | $29,487 | -$4,507 |
| JOHCM INTL SLCT FD | 2014-11 | PURCHASE | 2019-02 | $29,980 | $27,948 | $2,032 |
| PRIMECAP ODYSSEY AGGR GR | 2007-04 | PURCHASE | 2019-02 | $29,980 | $13,337 | $16,643 |
| T ROWE PRICE INST EMRG MKTS | 2018-02 | PURCHASE | 2019-02 | $9,980 | $11,592 | -$1,612 |
| OPPENHEIMER INTL SMALL MID | 2015-11 | PURCHASE | 2019-02 | $9,980 | $9,507 | $473 |
| T ROWE PRICE NEW HORIZON | 2018-01 | PURCHASE | 2019-02 | $20,000 | $15,487 | $4,513 |
| LORD ABBETT BOND | 2019-01 | PURCHASE | 2019-04 | $2,442 | $2,465 | -$23 |
| LORD ABBETT BOND | 2018-01 | PURCHASE | 2019-04 | $37,310 | $37,665 | -$355 |
| PRIMECAP ODYSSEY AGGR GR | 2018-01 | PURCHASE | 2019-04 | $39,980 | $17,187 | $22,793 |
| T ROWE PRICE NEW HORIZON | 2013-11 | PURCHASE | 2019-04 | $40,000 | $28,604 | $11,396 |
| LORD ABBETT SHORT DUR | 2018-11 | PURCHASE | 2019-04 | $19,980 | $19,767 | $213 |
| THOMPSON BOND FUND | 2017-07 | PURCHASE | 2019-04 | $20,000 | $20,007 | -$7 |
| MFS INTL INTRINSIC | 2018-01 | PURCHASE | 2019-11 | $59,980 | $49,525 | $10,455 |
| PRIMECAP ODYSSEY AGGR GR | 2018-01 | PURCHASE | 2019-11 | $9,980 | $4,383 | $5,597 |
| THOMPSON BOND FUND | 2017-07 | PURCHASE | 2019-11 | $20,000 | $19,902 | $98 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS-SCHWAB | $1,928,482 | $2,218,357 |
| RIMROCK HIGH INCOME PLUS | $200,000 | $225,554 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADMINISTRATION EXPENSES | $3,134 | $3,134 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT CONSULTING FEES | CategoryTxt |
| Amt | $8,490 | Amt |
| Net Investment Income | $8,490 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $1,456 | |
| STATE TAX | $10 | |
| DUES AND LICENSES | $70 | $70 |