LOWELL S AND BETTY L DUNN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL S AND BETTY L DUNN FAMILY FOUNDATION (EIN 27-1237743)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349101232
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:53:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331908823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERIDIAN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 S DIXIE HWY PH1 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331562944 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271237743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOWELL S & BETTY L DUNN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 3058218300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8083 NW 103RD STREET | AddressLine1Txt |
| City | HIALEAH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOWELL S DUNN II | PersonNm |
| Person Title | VICE-PRESIDENT | PersonTitleTxt |
| Phone | 3058218300 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A FENAUGHTY | PreparerPersonNm |
| PTIN | P00394201 | PTIN |
| Phone | 3059286822 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $359,598,486 | 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 | $22,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,809,672 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,809,672 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,156 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,352,795 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,352,795 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,352,795 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,274,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,000,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,274,860 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,698,453 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,698,453 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $48,150,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,150,936 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,325,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,325,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,338,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,325,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,812,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,150,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,952,538 | CashBOYAmt |
| Cash EOY | $73,379,552 | CashEOYAmt |
| Cash EOYFMV | $73,379,552 | CashEOYFMVAmt |
| Corporate Stock BOY | $151,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,008,950 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $261,828,350 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,017,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $283,828,350 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,381,634 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,381,634 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $312,932,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,929,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $359,598,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $312,932,398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $108,929,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $312,932,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,929,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $312,932,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,929,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $312,932,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,812,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,000 | OtherIncreasesAmt |
| Subtotal | $358,770,156 | SubtotalAmt |
| Other Decreases | $249,840,459 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,929,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF LAND | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2023-12-01 | AcquiredDt |
| Sold | 2024-07-17 | SoldDt |
| Gross Sales Price | $10,000,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,725,140 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,274,860 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,274,860 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,274,860 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $363,498 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $363,498 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $363,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $317,241 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $346,081 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,417 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | L SUSI DUNN | IndividualWithBooksNm |
| Phone | 3058218300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8083 NW 103 STREET | AddressLine1Txt |
| City | HIALEAH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY L DUNN | ||||||||
| 8083 NW 103 STREET | HIALEAH GARDENS | FL | 33016 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LORETTA S DUNN | ||||||||
| 1121 QUAIL AVENUE | MIAMI SPRINGS | FL | 33166 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LOWELL DUNN II | ||||||||
| 8083 NW 103 STREET | HIALEAH GARDENS | FL | 33016 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LIZBETH DUNN ARENCIBIA | ||||||||
| 3441 ALHAMBRA CIRCLE | CORAL GABLES | FL | 33134 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $952,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,648,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $268,320,153 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $329,921,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $329,921,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,948,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $324,972,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,248,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,248,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $363,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $363,498 | TotalTaxAmt |
| Distributable Before Adj | $15,885,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,885,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,885,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,325,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,325,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,885,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,517,753 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,325,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,325,000 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $192,753 | Taxable2Amt |
| Undistributed Income CY | $15,885,127 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BETTY L DUNN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIR FORCE ENLISTED VILLAGE | |||||||
| 92 SUNSET LANE | SHALIMAR | FL | 32579 | PC | GENERAL PURPOSE | $75,000 | |
| ALONZO AND TRACY MORURNING SHS | |||||||
| 2601 N E151ST STREET | NORTH MIAMI BEACH | FL | 33160 | PC | GENERAL PURPOSE | $5,000 | |
| BAPTIST HEALTH FOUNDATION | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | PC | GENERAL PURPOSE | $75,000 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | PC | GENERAL PURPOSE | $20,000 | |
| BILLIE JEAN KING FOUNDATION | |||||||
| 21 RICKLAND DRIVE | RANDOLPH | NJ | 07869 | PC | GENERAL PURPOSE | $80,000 | |
| BOYS TOWN | |||||||
| 200 FLANAGAN BLVD POB 6000 | BOYS TOWN | NE | 68010 | PC | GENERAL PURPOSE | $75,000 | |
| CAMILLUS HOUSE INC | |||||||
| P O BOX 11829 | MIAMI | FL | 33101 | PC | GENERAL PURPOSE | $25,000 | |
| CAMP SOUTHERN GROUND INC | |||||||
| 100 SOUTHERN GROUND PARKWAY | FAYETTEVILLE | GA | 30215 | PC | GENERAL PURPOSE | $15,000 | |
| COCONUT GROVE CRISIS FOOD PANTRY | |||||||
| 3475 WILLIAMS AVENUE | MIAMI | FL | 33133 | PC | GENERAL PURPOSE | $5,000 | |
| COMMUNITY PET RESCUE | |||||||
| PO BOX 661160 | MIAMI SPRINGS | FL | 33266 | PC | GENERAL PURPOSE | $25,000 | |
| EASTER SEALS | |||||||
| PO BOX 527400 | MIAMI | FL | 33152 | PC | GENERAL PURPOSE | $1,500 | |
| EMPOWERS AFRICA INC | |||||||
| 2 BEEKMAN PLACE | NEW YORK | NY | 10022 | PC | GENERAL PURPOSE | $25,000 | |
| FIU FOUNDATION INC | |||||||
| 11200 S W 8TH STREET | MIAMI | FL | 331992516 | PC | GENERAL PURPOSE | $25,000 | |
| FRIENDSHIP EDUCATIONAL FOUNDATION | |||||||
| 2108 VAIL AVENUE | REDONDO BEACH | CA | 90278 | PC | GENERAL PURPOSE | $100,000 | |
| GFWC MIAMI SPRINGS WOMANS CLUB INC | |||||||
| P O BOX 660396 | MIAMI SPRINGS | FL | 33266 | PC | GENERAL PURPOSE | $20,000 | |
| HEART2HEART SENIOR OUTREACH OF SO FL INC | |||||||
| 2701 W CYPRESS CREEK ROAD SUITE | FORT LAUDERDALE | FL | 33309 | PC | GENERAL PURPOSE | $50,000 | 2717 |
| HONOR FLIGHT SOUTH FLORIDA INC | |||||||
| P O BOX 16821 | PLANTATION | FL | 33318 | PC | GENERAL PURPOSE | $100,000 | |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN RD | FORT LAUDERDALE | FL | 33312 | PC | GENERAL PURPOSE | $30,000 | |
| HUMANE SOCIETY OF GREATER MIAMI | |||||||
| 16101 W DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | PC | GENERAL PURPOSE | $30,000 | |
| KRISTI HOUSE INC | |||||||
| 1265 N W 12TH AVENUE | MIAMI | FL | 33136 | PC | GENERAL PURPOSE | $25,000 | |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4464 | HOUSTON | TX | 772104464 | PC | GENERAL PURPOSE | $5,000 | |
| MIAMI RESCUE MISSION | |||||||
| PO BOX 420620 | MIAMI | FL | 33242 | PC | GENERAL PURPOSE | $100,000 | |
| NEIGHBORS 4 NEIGHBORS | |||||||
| 8900 NW 18TH TERRACE | DORAL | FL | 33172 | PC | GENERAL PURPOSE | $125,000 | |
| NICKLAUS CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | PC | GENERAL PURPOSE | $25,000 | |
| NOA (NO ONE ALONE) | |||||||
| PO BOX 685 | DAHLONEGA | GA | 30533 | PC | GENERAL PURPOSE | $100,000 | |
| OPERATION 300 INC | |||||||
| 9405 SW KANSAS AVENUE | STUART | FL | 34997 | PC | GENERAL PURPOSE | $50,000 | |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | GENERAL PURPOSE | $25,000 | |
| SHAKE A LEG MIAMI INC | |||||||
| 2620 S BAYSHORE DRIVE | MIAMI | FL | 33133 | PC | GENERAL PURPOSE | $10,000 | |
| SHOOTING TOUCH INC | |||||||
| 65 SPRAGUE STREET EAST BLDG 2ND | HYDE PARK | MA | 02136 | PC | GENERAL PURPOSE | $50,000 | FLOOR |
| SOUTH FLORIDA PBS | |||||||
| PO BOX 610002 | MIAMI | FL | 33261 | PC | GENERAL PURPOSE | $5,000 | |
| SOUTH FLORIDA SPCA | |||||||
| PO BOX 924088 | HOMESTEAD | FL | 330924088 | PC | GENERAL PURPOSE | $25,000 | |
| SPECIAL OLYMPICS | |||||||
| PO BOX 120128 | CLERMONT | FL | 347120128 | PC | GENERAL PURPOSE | $2,500 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL PURPOSE | $300,000 | |
| STUDENT ACES | |||||||
| 7750 ARBOR CREST WAY | PALM BEACH GARDENS | FL | 33412 | PC | GENERAL PURPOSE | $50,000 | |
| THE CONVENT OF SACRED HEART OF MIAMI INC | |||||||
| 3747 MAIN HIGHWAY | MIAMI | FL | 33133 | PC | GENERAL PURPOSE | $25,000 | |
| THE MEDICAL CENTER FOUNDATION | |||||||
| 2150 LIMESTONE PARKWAY SUITE 115 | GAINESVILLE | GA | 30501 | PC | GENERAL PURPOSE | $100,000 | |
| THE MOTIVATIONAL EDGE INC | |||||||
| 1550 N W 36TH STREET | MIAMI | FL | 33142 | PC | GENERAL PURPOSE | $10,000 | |
| THE NANCY LIEBERMAN FOUNDATION | |||||||
| P O BOX 261233 | PLANO | TX | 75206 | PC | GENERAL PURPOSE | $50,000 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | GENERAL PURPOSE | $25,000 | |
| THE SEEING EYE INC | |||||||
| P O BOX 375 | MORRISTOWN | NJ | 079630375 | PC | GENERAL PURPOSE | $10,000 | |
| THE SUNDARI FOUNDATION INC | |||||||
| 3921 ALTON ROAD 468 | MIAMI BEACH | FL | 33140 | PC | GENERAL PURPOSE | $20,000 | |
| TOWNS COUNTY FIRE CORPS | |||||||
| PO BOX 118 | HIAWASSEE | GA | 30546 | PC | GENERAL PURPOSE | $1,000 | |
| UM - NSU CARD | |||||||
| 5665 PONCE DE LEON BLVD FLIPSE BLDG | CORAL GABLES | FL | 33146 | PC | GENERAL PURPOSE | $15,000 | 2ND FLOOR |
| UM BASCOM PALMER EYE INSTITUTE | |||||||
| 3880 TAMIAMI TRAIL N | NAPLES | FL | 34103 | PC | GENERAL PURPOSE | $25,000 | |
| UM DIABETES RESEARCH INSTITUTE | |||||||
| PO BOX 016960R-134 | MIAMI | FL | 33101 | PC | GENERAL PURPOSE | $300,000 | |
| UNICEF USA | |||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL PURPOSE | $5,000 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | PC | GENERAL PURPOSE | $50,000 | FLOOR |
| ZANMI BENI FOUNDATION INC | |||||||
| 6201 RIVIERA DRIVE | CORAL GABLES | FL | 33146 | PC | GENERAL PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,325,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOMINICAN FOUND FOR MOTHERS & INFANTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2333 BRICKELL AVENUE APT 602 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,809,672 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,156 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,352,795 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,698,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,274,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,150,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,150,936 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | BETTY DUNN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8083 NW 103 STREET | AddressLine1Txt |
| City | HIALEAH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,000,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DONATION OF F69-1 LLC | NoncashPropertyDesc |
| Fair Market Value | $22,000,000 | FairMarketValueAmt |
| Received | 2024-09-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,514 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PRIVATE LETTER RULING 108906-25 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I, LINE 6 | FormAndLineReferenceDesc |
| Medium Explanation | THE TAXPAYER RECEIVED PRIVATE LETTER RULING 108906-25 DATED OCTOBER 06, 2025.INASMUCH AS A PDF OF THIS LETTER RULING CANNOT BE ATTACHED TO THIS ELECRTONICALLY FILED RETURN, THE TAXPAYER IS SATISFYING ITS "ATTACHMENT" REQUIREMENT BY PROVIDING THE DATE AND CONTROL NUMBER. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $151,510 | EOYBookValueAmt |
| EOYFMV | $1,008,950 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| F23-1 LLC | AT COST | $15,849,488 | $261,828,350 |
| F69-1 LLC | AT COST | $18,167,513 | $22,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERAL TAX DEPOSIT - ESTIMATE | $28,840 | $28,840 |
| DUE FROM OUR SECURITY CORPORATION | $1,352,794 | $1,352,794 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO PROPERLY REPORT F23-1 LLC BOOK BASIS | $245,978,862 |
| ADJUSTMENT TO PROPERLY REPORT F69-1 LLC BOOK BASIS | $3,832,487 |
| 2023 FEDERAL INCOME TAX | $29,110 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTION HOLDING FEE | Desc |
| Revenue And Expenses Per Books | $15,698,453 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,698,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,698,453 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $25,000 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY DUNN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8083 NW 103 STREET | AddressLine1Txt |
| City | HIALEAH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33016 | ZIPCd |