DUNN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DUNN FAMILY FOUNDATION (EIN 13-3525637)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202513149349100426
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T08:34:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274507046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE LLP-WA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SE 28TH ST - STE 226 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | 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 | 133525637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUNN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUNN | BusinessNameControlTxt |
| Phone | 9149670060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO EDWARD DUNN 4 PINE ISLAND RD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD B DUNN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9149670060 | PhoneNum |
| Signature | 2025-11-06 | 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 | DARCY A LOUGHRAN | PreparerPersonNm |
| PTIN | P00429203 | PTIN |
| Phone | 2062754600 | PhoneNum |
| Preparation | 2025-11-06 | 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 | $6,509,029 | 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 | $500,134 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,382 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,382 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $892,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,319,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $892,472 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,457,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $948,043 | 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 |
| Accounting Fees Rev And Expnss | $12,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,104 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,311 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $276 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $275 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,926 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $170 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,130,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $920,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$967 | CashBOYAmt |
| Cash EOY | -$1,991 | CashEOYAmt |
| Cash EOYFMV | -$1,991 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $173,202 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,794 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $154 | AcctRcvblAmt |
| Acct Rcvbl EOY | $154 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $154 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $113 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,709 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,709 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,033,706 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,779,904 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,766,150 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $920,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $921,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,666,213 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,126,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,778,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,509,029 | 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 | $2,126,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,778,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,126,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,778,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,126,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,778,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,126,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,130,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,256,754 | SubtotalAmt |
| Other Decreases | $478,624 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,778,130 | 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 | $1,319,488 | GrossSalesPriceAmt |
| Cost Or Other Basis | $427,016 | CostOrOtherBasisAmt |
| Gain Or Loss | $892,472 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $892,472 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $892,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,798 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,798 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,250 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,452 | OverpaymentAmt |
| Applied To ES Tax | $6,452 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD B DUNN | IndividualWithBooksNm |
| Phone | 9149670060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PINE ISLAND RD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105803111 | 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 | 0 | UndistributedIncomePYInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD DUNN | ||||||||
| 4 PINE ISLAND | RYE | NY | 10580 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GIOVANNELLA DUNN | ||||||||
| 4 PINE ISLAND | RYE | NY | 10580 | SECRETARY | 1.00 | $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 | $5,588,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,773,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,773,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,687,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,798 | TotalTaxAmt |
| Distributable Before Adj | $271,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $271,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $271,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,406 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,406 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $86,645 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,632 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,049 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $237,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,406 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $271,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,848 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $256,666 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $86,645 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $170,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,379 | ExcessFromYear4Amt |
| Excess From Year3 | $10,113 | ExcessFromYear3Amt |
| Excess From Year2 | $73,632 | ExcessFromYear2Amt |
| Excess From Year1 | $41,049 | ExcessFromYear1Amt |
| Excess From Current Year | $18,848 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD DUNN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFYA FOUNDATION OF AMERICA INC | |||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 10701 | NONE | PC | CHARITABLE CONTRIBUTION - IMPROVE GLOBAL HEALTH BY RESCUING SURPLUS MEDICAL SUPPLIES AND DELIVERING THEM TO UNDERSERVED AND COMPROMISED HEALTH SYSTEMS AROUND THE WORLD. | $50,000 |
| THE ASIA SOCIETY | |||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE CONTRIBUTION - TO CONNECT PEOPLE AND INSTITUTIONS IN ASIA AND THE WORLD | $10,000 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | NONE | PC | CHARITABLE CONTRIBUTION - SERVICES FOR CHILDREN AND FAMILIES IN NEED. | $25,000 |
| DON BOSCO COMMUNITY CENTER OF PORT CHESTER | |||||||
| 22 DON BOSCO PLACE | PORT CHESTER | NY | 10573 | NONE | PC | CHARITABLE CONTRIBUTION - ENABLE ALL PEOPLE, ESPECIALLY THE YOUNG AND THOSE IN NEED, TO REALIZE THEIR FULLEST POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. | $60,000 |
| EMPIRE CENTER FOR PUBLIC POLICY INC | |||||||
| 100 STATE STREET | ALBANY | NY | 12207 | NONE | PC | CHARITABLE CONTRIBUTION - PROMOTE PUBLIC POLICY REFORMS GROUNDED IN FREE-MARKET PRICIPLES, PERSONAL RESPONSIBILITY, AND THE IDEALS OF EFFECTIVE AND ACCOUNTABLE GOVERNMENT. | $10,000 |
| 5 STEPS TO FIVE INC | |||||||
| PO BOX 923 | RYE | NY | 10580 | NONE | PC | CHARITABLE CONTRIBUTION - COACH PARENTS OF INFANTS AND TODDLERS TO TEACH THEM HOW TO PREPARE THEIR CHILDREN FOR SUCCESS IN KINDERGARTEN AND LIVES BEYOND. | $5,000 |
| FRIENDS OF RYE TOWN PARK INC | |||||||
| PO BOX 345 | RYE | NY | 10580 | NONE | PC | CHARITABLE CONTRIBUTION - TO GENERATE REVENUE TO TEND A COMMUNITY PARK | $1,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE CONTRIBUTION - TO SUPPORT CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES OF ITS TAX-EXEMPT AFFILIATE THE HOSPITAL FOR SPECIAL SURGERY & OTHER HEALTH RELATED CHARITABLE ORGANIZATIONS. | $1,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | CHARITABLE CONTRIBUTION - PATIENT CARE, RESEARCH AND EDUCATION. | $1,000 |
| MERCY UNIVERSITY | |||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | TRUSTEE | PC | CHARITABLE CONTRIBUTION - EDUCATION - LIBERAL ARTS COLLEGE. | $79,500 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | CHARITABLE CONTRIBUTION - TO SUPPORT THE MUSEUM TO COLLECT, STUDY, CONSERVE, AND PRESENT SIGNIFICANT WORKS OF ART ACROSS ALL TIMES AND CULTURES. | $1,000 |
| NOBLE AND GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION - COEDUCATIONAL SCHOOL FOR STUDENTS IN GRADES SEVEN THROUGH TWELVE. | $1,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 FIRST AVENUE MSB 153 | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE CONTRIBUTION - TO SUPPORT THE ACTIVITIES OF ITS SUBSIDIARY INSTITUTIONS AS THEY WORK TO IMPROVE THE HEALTH AND WELFARE OF THE COMMUNITIES THEY SERVE. | $1,000 |
| OPEN DOOR FOUNDATION INC | |||||||
| 165 MAIN STREET | OSSINING | NY | 10562 | NONE | PC | CHARITABLE CONTRIBUTION - PROMOTE THE HEALTH OF THE RESIDENTS OF WESTCHESTER AND PUTNAM COUNTIES. | $25,000 |
| PORT CHESTER-RYE-RYE BROOK EMS | |||||||
| 417 ELLENDALE AVE | PORT CHESTER | NY | 10573 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROVIDE AMBULANCE SERVICE, TRANSPORT, AND STANDBY SERVICES FOR ITS SURROUNDING COMMUNITIES. | $1,000 |
| RYE COUNTRY DAY SCHOOL | |||||||
| CEDAR STREET | RYE | NY | 10580 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION - PRE-K THROUGH GRADE 12. | $1,000 |
| RYE HISTORICAL SOCIETY | |||||||
| 1 PURCHASE ST | RYE | NY | 10580 | NONE | PC | CHARITABLE CONTRIBUTION - DISCOVER, COLLECT, AND PRESERVE MATERIAL WHICH MAY HELP ESTABLISH OR ILLUSTRATE THE HISTORY OF THE AREA. DISSEMINATE KNOWLEDGE OF LOCAL HISTORY. | $1,000 |
| CHURCH OF SAINT ANTHONY OF PADUA | |||||||
| 154 SULLIVAN STREET | NEW YORK | NY | 10012 | NONE | PC | CHARITABLE CONTRIBUTION - ENCOMPASSING SPIRITUAL GROWTH, COMMUNITY BUILDING, AND SERVICE. | $5,000 |
| SMILE TRAIN INC | |||||||
| 633 3RD AVE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE CONTRIBUTION - CLEFT LIP SURGERY FOR CHILDREN IN DEVELOPING WORLD. | $1,000 |
| SPRYE | |||||||
| PO BOX 748 | RYE | NY | 10580 | NONE | PC | CHARITABLE CONTRIBUTION - HELPING ELDERLY RESIDENTS OF RYE LIVE COMFORTABLY IN THEIR HOMES WHILE REMAINING ACTIVE IN THEIR COMMUNITIES. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,382 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $892,472 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 990-PF REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $957,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $957,293 | 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 | EDWARD B DUNN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PINE ISLAND RD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,134 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 544 SHS APPLE INC (AAPL), BASIS: $3,923.66 | $100,452 | 2024-01-03 |
| 1 | 500 SHS ALPHABET INC CL C (GOOG), BASIS: $4,430.53 | $99,892 | 2024-12-17 |
| 1 | 434 SHS AMAZON COM INC (AMZN), BASIS: $4,313.97 | $99,946 | 2024-12-17 |
| 1 | 397 SHS APPLE INC (AAPL), BASIS: $2,863.41 | $99,967 | 2024-12-17 |
| 1 | 315 SHS VISA INC CL A (V), BASIS: $5,953.16 | $99,852 | 2024-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,415 | Amt |
| Net Investment Income | $3,104 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,311 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,106 SHS ALPHABET INC CL A | $15,904 | $209,366 |
| 535 SHS ALPHABET INC CL C | $6,950 | $101,885 |
| 2,478 SHS AMAZON COM INC | $24,638 | $543,648 |
| 2,710 SHS APPLE INC | $22,329 | $678,638 |
| 680 SHS BLACKSTONE INC | $55,197 | $117,246 |
| 488 SHS EATON CORP PLC SHS | $110,844 | $161,953 |
| 374 SHS LVMH MOET HENNESSY LOUIS VUITT | $65,277 | $49,223 |
| 318 SHS MASTERCARD INC CL A | $18,888 | $167,449 |
| 258 SHS META PLATFORMS INC CLA | $19,689 | $151,062 |
| 162 SHS MICROSOFT CORP | $36,335 | $68,283 |
| 1,150 SHS NVIDIA CORPORATION | $15,162 | $154,433 |
| 829 SHS ORACLE CORP | $96,546 | $138,145 |
| 281 SHS RTX CORPORATION | $10,908 | $32,517 |
| 525 SHS THERMO FISHER SCIENTIF | $45,833 | $273,121 |
| 540 SHS UNION PACIFIC CORP | $16,137 | $123,142 |
| 1,258 SHS VISA INC CL A | $25,433 | $397,578 |
| FIDELITY 500 INDEX PREMIUM CL | $335,490 | $1,298,524 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,779,904 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,766,150 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS ADJ FROM FMV TO TAX BASIS | Desc |
| Amt | $478,624 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE - MS #7094 | $23,926 | $23,926 | $0 |
| PUBLIC NOTICE | $170 | $0 | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 990-PF REFUND | Desc |
| Revenue And Expenses Per Books | $9,250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $9,250 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEE | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD B DUNN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PINE ISLAND RD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FILING FEE | $25 | $0 | $25 |
| EXCISE TAX REFUND APPLIED | $9,250 | $0 | $0 |
| NYS DEPARTMENT OF LAW | $250 | $0 | $250 |
| FOREIGN TAXES | $276 | $276 | $0 |