THE DUNN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE DUNN FAMILY CHARITABLE FOUNDATION (EIN 45-3077366)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-29
- IRS object ID
- 202012119349100816
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-29T16:03:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 453077366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dunn Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DUNN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DUNN | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520202115000051 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,275,535 | 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 | $200,316 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $275,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,827,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $397,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $518,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,153 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,412 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,412 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $422,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $427,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,585,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,587,248 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,821,401 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $392,477 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $388,931 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,622,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,044,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,275,535 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,622,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,044,928 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,622,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,044,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,622,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,044,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,622,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $422,148 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,044,928 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,044,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,827,942 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,430,914 | CostOrOtherBasisAmt |
| Gain Or Loss | $397,028 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $397,028 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $397,028 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,804 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,912,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,972 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,876,573 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044215 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,605,216 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048445 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,517,674 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040768 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,534 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,370,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035414 | DistributionYr5Rt |
| Total Distribution | 0.21946 | TotalDistributionRt |
| Average Distribution | 0.043892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,991,173 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $87,397 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,277 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,040 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,555 | SubtotalAmt |
| Tax Based On Investment Income | $8,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,125 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,430 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,555 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Daniel T Dunn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kathleen E Dunn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,940,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,021,495 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,021,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,991,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,555 | TotalTaxAmt |
| Distributable Before Adj | $91,004 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,004 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,004 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $83,040 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,562 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $83,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,562 | AppliedToYear1Amt |
| Applied To Current Year | $2,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $88,526 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Daniel T Dunn | ContributingManagerNm |
| Contributing Manager | Kathleen E Dunn | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENT LUTHERAN CHURCH | |||||||
| 8840 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28213 | N/A | PC | Alto Cayma Fund | $48,540 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 20310 N MAIN ST | CORNELIUS | NC | 28031 | N/A | PC | House Lot Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,540 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $275,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,384 | 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 | Dunn Daniel T | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5919 Midnight Pass Road | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,316 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ALPHABET INC CL C GOOG, 100 sh. | NoncashPropertyDesc |
| Fair Market Value | $135,316 | FairMarketValueAmt |
| Received | 2019-12-23 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS FUNDING BOND - 3.000% | $14,211 | $14,010 |
| APPLE INC - 3.200% - 05/13/202 | $14,937 | $14,794 |
| BANK OF AMERICA CORP - 4.100% | $14,989 | $14,934 |
| BANK OF NY CO IN - 3.950% - 11 | $15,482 | $15,336 |
| CITIGROUP - 2.700% - 03/30/202 | $14,263 | $14,101 |
| COMCAST CORP - 3.600% - 03/01/ | $17,239 | $16,962 |
| CVS CAREMARK CORP - 3.700% - 0 | $14,770 | $14,593 |
| GILEAD SCIENCES INC BOND - 2.9 | $14,533 | $14,545 |
| JPMORGAN CHASE & CO - 4.350% - | $14,891 | $14,520 |
| LOCKHEED MARTIN CORP NOTE - 2. | $16,166 | $16,090 |
| MARSH &MCLENNAN COS INC - 4.37 | $18,618 | $18,241 |
| MASTERCARD INC NOTE - 2.950% - | $17,986 | $17,740 |
| MICROSOFT CORP - 2.400% - 08/0 | $16,250 | $16,161 |
| MORGAN STANLEY - 3.875% - 01/2 | $17,145 | $17,162 |
| NORTHROP GRUMMAN CORP - 3.250% | $16,733 | $16,699 |
| ORACLE - 2.500% - 10/15/2022 | $14,307 | $14,260 |
| QUALCOMM INC - 3.250% - 05/20/ | $16,605 | $16,841 |
| STATE STR CORP - 3.700% - 11/2 | $15,003 | $14,921 |
| U S BANCORP - 3.150% - 04/27/2 | $17,054 | $16,816 |
| UNION PAC CORP - 3.950% - 09/1 | $15,792 | $15,428 |
| UNITED TECHNOLOGIES CORP - 3.1 | $14,484 | $14,365 |
| UNITEDHEALTH GROUP INCORPORATE | $14,332 | $14,281 |
| WALGREENS BOOTS ALLIANCE - 3.8 | $14,882 | $14,594 |
| WALMART INC - 3.250% - 07/08/2 | $15,114 | $15,026 |
| WELLS FARGO - 3.000% - 02/19/2 | $16,691 | $16,511 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $79,061 | $82,952 |
| DFA GLOBAL REAL ESTATE SECURIT | $44,375 | $44,341 |
| DFA INTERNATIONAL CORE EQUITY | $198,214 | $210,549 |
| DFA INVT DIMENSIONS GROUP INC | $352,106 | $522,000 |
| ISHARES CORE MSCI PACIFIC ETF | $62,973 | $65,186 |
| ISHARES TRUST CORE MSCI EUROPE | $72,473 | $77,348 |
| SPDR PORTFOLIO DEVELOPED WORLD | $146,331 | $154,179 |
| SPDR PORTFOLIO EMERGING MARKET | $85,165 | $88,825 |
| SPDR PORTFOLIO MID CAP ETF | $53,702 | $55,758 |
| SPDR S&P 500 GROWTH | $139,539 | $145,260 |
| SPDR S&P 500 VALUE | $134,678 | $144,772 |
| SPDR SERIES TRUST PORTFOLIO TL | $218,631 | $230,231 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $9,475 | $9,475 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,412 | Amt |
| Net Investment Income | $12,412 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2019 | CategoryTxt |
| Amt | $1,100 | Amt |