2025-11-11T09:53:20-06:00 2024-12-31 135565207 KPMG LLP 10 SOUTH BROADWAY ST LOUIS MO 631021761 990PF 2024-01-01 453077366 THE DUNN FAMILY CHARITABLE FOUNDATION DUNN 5919 MIDNIGHT PASS RD SARASOTA FL 34242 DANIEL T DUNN PRESIDENT & DIRECTOR 2025-11-11 1 0 BENJAMIN VANLANDINGHAM P01789295 3144441400 2024 2025-03-06 01:10:19Z X 4905064 X 404280 X 903 903 81246 81246 644899 5361415 644899 1131328 727048 0 0 0 0 0 62546 62546 0 0 1804 99 0 0 175 175 0 0 64525 62820 0 0 234580 234580 299105 62820 0 234580 832223 664228 0 138237 15233 15233 3769462 4307830 4889831 3907699 4323063 4905064 0 0 X 3907699 4323063 0 0 0 0 3907699 4323063 3907699 4323063 3907699 832223 42784 4782706 459643 4323063 LPL FINANCIAL D 2024-06-01 2024-12-31 1296003 1391271 -95268 -95268 LPL FINANCIAL D 2024-12-01 2024-12-31 4056879 3325245 731634 731634 CAPITAL GAINS DIVIDENDS P 8533 8533 8533 644899 9233 0 9233 0 9233 600 0 11500 0 12100 72 2795 2795 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A KATHLEEN E DUNN 7046090889 5919 MIDNIGHT ROAD PASS SARASOTA FL 34242 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL T DUNN 5919 MIDNIGHT ROAD PASS SARASOTA FL 34242 PRESIDENT & DIRECTOR 1.00 0 0 0 KATHLEEN E DUNN 5919 MIDNIGHT ROAD PASS SARASOTA FL 34242 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 4578470 21857 0 4600327 0 0 4600327 69005 4531322 226566 226566 9233 9233 217333 0 217333 0 217333 234580 0 234580 217333 0 0 0 234580 0 0 0 217333 17247 0 0 17247 0 0 0 0 0 0 0 17247 17247 DANIEL T DUNN KATHLEEN E DUNN X NORTH VALLEY FOOD BANK INC 231 FLATHEAD AVE WHITEFISH MT 59937 THIRD PARTY PC GENERAL & UNRESTRICTED 10000 ADVENT LUTHERAN CHURCH - PERU MISSION SUPPORT 8840 UNIVERSITY CITY BLVD CHARLOTTE NC 28213 THIRD PARTY PC GENERAL & UNRESTRICTED 24820 ILLINOIS PRAIRIE COMMUNITY FOUNDATION 915 E WASHINGTON ST BLOOMINGTON IL 51701 THIRD PARTY PC GENERAL & UNRESTRICTED 5000 FURNISH FOR GOOD 3420 - A ST VARDELL LN CHARLOTTE NC 28217 THIRD PARTY PC GENERAL & UNRESTRICTED 5000 CORNELIUS NEIGHBORHOOD CARE CENTER 19711 SMITH CIRCLE CORNELIUS NC 28031 THIRD PARTY PC GENERAL & UNRESTRICTED 50000 BANNER ELK CHRISTIAN FELLOWSHIP 140 WOODS LN BANNER ELK NC 28604 THIRD PARTY PC GENERAL & UNRESTRICTED 15000 IT STARTS IN THE CLASSROOM 325 W GAINES ST TALLAHASSEE FL 32399 THIRD PARTY PC GENERAL & UNRESTRICTED 15000 ROTARY CLUB FOUNDATION OF ALLENTOWN WEST-WESTERN L 138 DEER RUN RD KUTZTOWN PA 19530 THIRD PARTY PC GENERAL & UNRESTRICTED 10000 COMMUNITY BIKE WORKS 235 N MADISON ST ALLENTOWN PA 18102 THIRD PARTY PC GENERAL & UNRESTRICTED 25000 HOPE HOUSE FOUNDATION INC PO BOX 61 HUNTERSVILLE NC 28070 THIRD PARTY PC GENERAL & UNRESTRICTED 20000 ADVENT LUTHERAN CHURCH - PERU MISSION SUPPORT 8840 UNIVERSITY CITY BLVD CHARLOTTE NC 28213 THIRD PARTY PC GENERAL & UNRESTRICTED 19760 REMERGE 340 AUBURN AVE NE ATLANTA GA 30312 THIRD PARTY PC GENERAL & UNRESTRICTED 10000 PURPLE PROMISE FOUNDATION TO END MELANOMA PO BOX 790033 CHARLOTTE NC 28206 THIRD PARTY PC GENERAL & UNRESTRICTED 10000 PULMONARY FIBROSIS FOUNDATION 223 W JACKSON BLVD SUITE 350 CHICAGO IL 60606 THIRD PARTY PC GENERAL & UNRESTRICTED 15000 234580 0 14 903 14 81246 18 644899 0 727048 0 727048 0 0 0 0 0 0 0 0 0 0 NONE 0 LPL FINANCIAL 4307830 4889831 UNREALIZED GAIN ON INVESTMENTS 459643 OTHER FEES 175 175 0 0 BOOK TO TAX ADJUSTMENT 42784 INVESTMENT MANAGEMENT 62546 62546 0 0 FOREIGN TAXES 99 99 0 0 EXCISE TAX PAYMENTS 1705 0 0 0