2018-05-18T21:25:18-07:00 2017-12-31 263480068 COLLEEN DAVIDSON 9961 VOYAGER CIRCLE HUNTINGTON BEACH CA 92646 990PF 2017-01-01 330833681 DUNLAP FOUNDATION DUNL 7148406460 16897 ALGONQUIN ST RM/STE STE A HUNTINGTON BEACH CA 92649 D S DUNLAP PRESIDENT 7148406460 2018-05-15 COLLEEN DAVIDSON P01249033 7146150120 2018-05-11 X 2017 2022-09-23 18:48:47Z X 2317140 X 100000 4 4 39640 39640 73310 367937 29056 212954 68700 500 500 7442 7442 4397 4397 6060 6060 18399 18399 0 92000 92000 110399 18399 92000 102555 50301 59279 49537 49537 7 42 42 570 564 564 1787333 1899601 2266997 1847189 1949744 2317140 0 X 1847189 1949744 1847189 1949744 1847189 1949744 1847189 102555 1949744 1949744 29056 false 117775 1872286 0.062904 112500 1878594 0.059885 148900 1870343 0.079611 115480 1692812 0.068218 127020 1467292 0.086568 0.357186 0.071437 2139326 152827 503 153330 92000 1006 1006 1006 1580 1580 574 574 false false false false false false false true true CA true false false false false true NOT APPLICABLE COZETTE DUNLAP 7148406460 16897 ALGONQUIN ST STE A HUNTINGTON BEACH CA 92649 false false false false false false false false false false false false false false false false false false false 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 NONE NONE N/A 2113668 58237 0 2171905 2171905 32579 2139326 106966 106966 1006 1006 105960 105960 105960 92000 92000 92000 105960 54439 32105 57014 19697 24954 188209 92000 92000 13960 13960 174249 0 40479 133770 32105 57014 19697 24954 DANIEL S DUNLAP X EISENHOWER MEDICAL CENTER EISENHOWER MEDICAL CENTER 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 501(C)(3) MEDICAL 10000 MARTHAS VILLAGE & KITCHEN MARTHAS VILLAGE & KITCHEN INC 83791 DATE AVENUE INDIO CA 922014737 501(C)(3) FEED THE HOMELESS 50000 UNIVERSITY OF ARIZONA FOUNDATION UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVENUE PO BOX 210109 TUCSON AZ 857210109 501(C)(3) EDUCATION 10000 THE PET RESCUE CENTER THE PET RESCUE CENTER PO BOX 6570 LA QUINTA CA 92248 501(C)(3) ANIMAL CARE 5000 GALILEE CENTER GALILEE CENTER 66101 HAMMOND RD PO BOX 308 MECCA CA 92254 501(C)(3) LOW INCOME FAMILY ASSISTANCE 10000 ANIMAL SAMARITANS ANIMAL SAMARITANS 72-715 LA CANADA WAY THOUSAND OAKS CA 92276 501(C)(3) ANIMAL CARE 1 COLLEGE OF THE DESERT FOUNDATION COLLEGE OF THE DESERT FOUNDATION 43-500 MONTEREY AVENUE PALM DESERT CA 92260 501(C)(3) EDUCATION -1 HUMANE SOCIETY OF REDMOND BRIGHTSIDE ANIMAL CENTER 1355 NE HEMLOCK AVE PO BOX 1404 REDMOND OR 97756 501(C)(3) ANIMAL CARE 1 LEE ESPINOZA CV BOXING CLUBS LEE ESPINOZA CV BOXING CLUBS 51303 DOUMA STREET COACHELLA CA 92236 501(C)(3) EDUCATION -1 BIGHORN BAM BIGHORN BAM 255 PALOWET DRIVE PALM DESERT CA 92260 501(C)(3) NEEDY 1 BIG BROTHERS BIG SISTERS OF DESERT BIG BROTHERS BIG SISTERS OF DESERT 42-600 COOK STREET PALM DESERT CA 92211 501(C)(3) EDUCATION -1 HUMANE SOCIETY OF THE DESERT HUMANE SOCIETY OF THE DESERT PO BOX 2922 PALM SPRINGS CA 92262 501(C)(3) ANIMAL CARE 1000 LOVING ALL ANIMALS LOVING ALL ANIMALS 44635 SAN RAFAEL PALM DESERT CA 92260 501(C)(3) ANIMAL CARE 1000 LUMPY'S FOUNDATION CVASA COACHELLA VALLEY AUTISM SOCIETY OF AMERICA 41550 ECECTIC ST PALM DESERT CA 92260 501(C)(3) MEDICAL 5000 92000 14 4 14 39640 73310 39644 73310 112954 false false false false false false false false false false X X 1 DS DUNLAP TRUST 16897 ALGONQUIN ST STE A HUNTINGTON BEACH CA 92649 100000 X ACCOUNTING 500 500 JP MORGAN VALUE ADV 2016-01 PURCHASE 2017-07 91549 77057 14492 JP MORGAN VALUE ADV 2016-12 PURCHASE 2017-07 1286 1082 204 METROPOLITAN WEST LOW 2016-01 PURCHASE 2017-07 60198 60328 -130 METROPOLITAN WEST LOW 2017-01 PURCHASE 2017-07 968 970 -2 VANGUARD 500 INDEX FD 2016-08 PURCHASE 2017-07 69980 61851 8129 BECKER VALUE EQUITY FUND 2009-01 PURCHASE 2017-07 20000 12563 7437 HARBOR MID CAP VALUE 2015-02 PURCHASE 2017-07 9980 9051 929 UNDISCOVERED MGRS BEHAVORIAL 2014-02 PURCHASE 2017-07 9980 7990 1990 VULCAN VALUE PARTNERS 2015-08 PURCHASE 2017-07 15000 13062 1938 HARBOR MID CAP VALUE 2015-02 PURCHASE 2017-10 9980 8888 1092 UNDISCOVERED MGRS BEHAVORIAL 2014-02 PURCHASE 2017-10 9980 7681 2299 VULCAN VALUE PARTNERS 2015-08 PURCHASE 2017-10 10000 8623 1377 VANGUARD 500 INDEX FD 2016-08 PURCHASE 2017-10 29980 25481 4499 INVESTMENTS-SCHWAB 1699601 2066997 RIMROCK HIGH INCOME PLUS 200000 200000 EXPENSES ADMINISTRATION EXPENSES 6060 6060 INVESTMENT CONSULTING FEES 7442 7442 FEDERAL TAX 1006 1006 STATE TAX 10 10 DUES AND LICENSES 70 70 FOREIGN TAXES 651 651 BANK WIRE FEE PENALTY/PROCESSING ERROR 2660 2660