DUNLAP FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DUNLAP FOUNDATION (EIN 33-0833681)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-07
- IRS object ID
- 201102199349100300
- Schema version
- 2010v3.2
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-07T11:19:42-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEEN DAVIDSON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9961 VOYAGER CIRCLE | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330833681 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNLAP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DUNL | NameControl |
| Phone | 7148406460 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16897 ALGONQUIN ST | AddressLine1 |
| Address Line2 | ROOM/SUITE STE A | AddressLine2 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92649 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL S DUNLAP | Name |
| Title | PRESIDENT | Title |
| Phone | 7148406460 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2011-07-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1441811 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 33995 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33995 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 30457 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 503013 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10448 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 114453 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44444 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2306 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2306 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 410 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 2517 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2517 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5233 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4823 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108871 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108871 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 114104 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4823 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 108871 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 349 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 39621 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 74046 | CashBOY |
| Cash EOY | 59492 | CashEOY |
| Cash EOYFMV | 59492 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 86056 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 15312 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 15312 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 475 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 475 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 1224677 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1309849 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1366532 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1384779 | TotalAssetsBOY |
| Total Assets EOY | 1385128 | TotalAssetsEOY |
| Total Assets EOYFMV | 1441811 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1384779 | RetainedEarningsBOY |
| Retained Earnings EOY | 1385128 | RetainedEarningsEOY |
| Total Net Assets BOY | 1384779 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1385128 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1384779 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1385128 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1384779 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 349 | ExcessOfRevenueOverExpenses |
| Subtotal | 1385128 | Subtotal |
| Total Net Assets Fund Balances EOY | 1385128 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10448 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 102516 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1203686 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.085168 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 136376 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1351278 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.100924 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 142151 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1557475 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.091270 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 80379 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1350596 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059514 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 106247 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1200181 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.088526 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.425402 | TotalDistributionRatio |
| Average Distribution Ratio | 0.085080 | AverageDistributionRatio |
| Net Noncharitable Assets | 1345151 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 114445 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 396 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 114841 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 108871 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 792 | InvestmentIncomeExciseTax |
| Subtotal | 792 | Subtotal |
| Tax Based On Investment Income | 792 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 475 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 475 | TotalCreditsAndPayments |
| Tax Due | 317 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
| Website Address | NOT APPLICABLE | WebsiteAddress |
| Books In Care Of Person Name | COZETTE DUNLAP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7148406460 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16897 ALGONQUIN ST STE A | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92649 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| D S DUNLAP | ||||||||
| 16897 ALGONQUIN ST STE A | HUNTINGTON BEACH | CA | 92649 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| LE ANNE DUNLAP | ||||||||
| 16897 ALGONQUIN ST STE A | HUNTINGTON BEACH | CA | 92649 | VICE-PRES | 2.00 | 0 | 0 | 0 |
| COZETTE DUNLAP | ||||||||
| 16897 ALGONQUIN ST STE A | HUNTINGTON BEACH | CA | 92649 | TREASURER | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1309618 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 56018 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1365636 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1365636 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20485 | CashDeemedCharitable |
| Net Noncharitable Assets | 1345151 | NetNoncharitableAssets |
| Minimum Investment Return | 67258 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 67258 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 792 | TaxBasedOnInvestmentIncome |
| Total Tax | 792 | TotalTax |
| Distributable Amount Before Adj | 66466 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 66466 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 66466 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 108871 | ExpensesAndContributions |
| Qualifying Distributions | 108871 | QualifyingDistributions |
| Adj Qualifying Distributions | 108871 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 66466 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 21540 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 13812 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 66439 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 70050 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 102916 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 274757 | TotalExcessDistriCarryover |
| Qualifying Distributions | 108871 | QualifyingDistributions |
| Treated As Distri From Corpus | 108871 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 66466 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 66466 | ExcessDistriCyovAppliedCY |
| Total Corpus | 317162 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 317162 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 35325 | ExcessFromYear3 |
| Excess From Year2 | 70050 | ExcessFromYear2 |
| Excess From Year1 | 102916 | ExcessFromYear1 |
| Excess From Current Year | 108871 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL S DUNLAP | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| EISENHOWER MEDICAL CENTER | ||||||||
| EISENHOWER MEDICAL CENTER | 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)(3) | MEDICAL | $36,000 | |
| MARTHAS VILLAGE & KITCHEN | ||||||||
| MARTHAS VILLAGE & KITCHEN INC | 83791 DATE AVENUE | INDIO | CA | 922014737 | 501(C)(3) | FEED THE HOMELESS | $55,021 | |
| COACHELLA VALLEY AUTISM | ||||||||
| COACHELLA VALLEY AUTISM SOCIETY OF AMERICA | 77-564 COUNTRY CLUB | PALM DESERT | CA | 922551052 | 501(C)(3) | MEDICAL | $6,850 | SUITE 228 |
| HUMANE SOCIETY OF THE | ||||||||
| HUMANE SOCIETY OF THE DESERT | PO BOX 580798 | NORTH PALM SPRINGS | CA | 92258 | 501(C)(3) | ANIMAL CARE | $1,500 | |
| SAVE A PET INC | ||||||||
| SAVE A PET INC | 31664 NORTH FAIRFIELD RD | GRAYSLAKE | IL | 60030 | 501(C)(3) | ANIMAL CARE | $1,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| BIG BROTHERS BIG SISTERS OF THE DESERT | 42-600 COOK STREET | PALM DESERT | CA | 92211 | 501(C)(3) | YOUTH MENTORING | $1,000 | SUITE 110 |
| BOYS & GIRLS CLUB | ||||||||
| BOYS & GIRLS CLUB OF COACHELLA VALLEY FOUNDATION | 42-600 COOK STREET | PALM DESERT | CA | 92211 | 501(C)(3) | YOUTH ORGANIZATION | $1,000 | |
| ANIMAL SAMARITANS | ||||||||
| ANIMAL SAMARITANS SPCA | 72-715 LA CANADA WAY | THOUSAND PALMS | CA | 92276 | 501(C)(3) | ANIMAL CARE | $500 | |
| GALILEE CENTER | ||||||||
| GALILEE CENTER | 1030 6TH STREET 5 | COACHELLA | CA | 92236 | 501(C)(3) | LOW INCOME FAMILY ASSISTANCE | $5,000 | |
| BIGHORN GOLF CLUB | ||||||||
| BIGHORN GOLF CLUB CHARITIES | 255 PALOWET DR | PALM DESERT | CA | 922607326 | 501(C)(3) | PHILANTHROPY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108871 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,995 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20,009 | ExclusionAmount |
| Related Or Exempt Function Income | 10448 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,005 | ExclusionAmount |
| Related Or Exempt Function Income | 10448 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 64453 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DS DUNLAP TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16897 ALGONQUIN ST STE A | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92649 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $2,306 | Amount |
| Net Investment Income | 2306 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| D S DUNLAP |
| LE ANNE DUNLAP |
| COZETTE DUNLAP |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (27 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| JANUS OVERSEAS FD | 2010-01 | PURCHASE | 2010-04 | 67412 | 64220 | 3192 |
| BECKER VALUE EQUITY FUND | 2008-10 | PURCHASE | 2010-04 | 15000 | 10694 | 4306 |
| DODGE & COX STOCK FUND | 2009-04 | PURCHASE | 2010-04 | 14980 | 17554 | -2574 |
| METROPOLITAN WEST TOTAL | 2007-11 | PURCHASE | 2010-04 | 19980 | 18918 | 1062 |
| PIMCO INVESTMENT GRADE | 2009-01 | PURCHASE | 2010-04 | 19980 | 17741 | 2239 |
| PIMCO TOTAL RETURN | 2008-07 | PURCHASE | 2010-04 | 19980 | 19025 | 955 |
| ROYCE VALUE PLUS FUND | 2009-07 | PURCHASE | 2010-07 | 28599 | 32878 | -4279 |
| FIDELITY ADV SMALL CAP FUND | 2009-03 | PURCHASE | 2010-10 | 31692 | 20675 | 11017 |
| ARTISAN MIDCAP VALUE FUND | 2008-07 | PURCHASE | 2010-11 | 5000 | 4197 | 803 |
| BECKER VALUE EQUITY FUND | 2008-10 | PURCHASE | 2010-11 | 5100 | 3665 | 1435 |
| DODGE & COX INTL STOCK FUND | 2005-01 | PURCHASE | 2010-11 | 9980 | 8340 | 1640 |
| JANUS FORTY FUND | 2007-10 | PURCHASE | 2010-11 | 4980 | 6023 | -1043 |
| METROPOLITAN WEST LOW DURATION | 2002-01 | PURCHASE | 2010-11 | 6230 | 6271 | -41 |
| METROPOLITAN WEST TOTAL | 2007-11 | PURCHASE | 2010-11 | 6230 | 5693 | 537 |
| PIMCO LOW DURATION FUND | 2008-07 | PURCHASE | 2010-11 | 6230 | 5944 | 286 |
| PIMCO TOTAL RETURN | 2008-07 | PURCHASE | 2010-11 | 6230 | 5707 | 523 |
| ARTISAN INTL SMALL CAP | 2010-12 | PURCHASE | 2010-12 | 28 | 25 | 3 |
| ARTISAN INTL SMALL CAP | 2009-12 | PURCHASE | 2010-12 | 44351 | 40581 | 3770 |
| METROPOLITAN WEST LOW DURATION | 2009-12 | PURCHASE | 2010-12 | 9980 | 10045 | -65 |
| METROPOLITAN WEST TOTAL | 2007-11 | PURCHASE | 2010-12 | 19980 | 18841 | 1139 |
| PIMCO INVESTMENT GRADE | 2009-01 | PURCHASE | 2010-12 | 19980 | 19329 | 651 |
| PIMCO LOW DURATION FUND | 2008-07 | PURCHASE | 2010-12 | 9980 | 9800 | 180 |
| PIMCO TOTAL RETURN | 2008-07 | PURCHASE | 2010-12 | 24980 | 24445 | 535 |
| WASATCH HOISINGTON US | 2008-07 | PURCHASE | 2010-12 | 10000 | 10341 | -341 |
| DODGE & COX INTL STOCK FUND | 2005-01 | PURCHASE | 2010-12 | 19980 | 16540 | 3440 |
| DODGE & COX STOCK FUND | 2010-01 | PURCHASE | 2010-12 | 863 | 985 | -122 |
| DODGE & COX STOCK FUND | 2009-12 | PURCHASE | 2010-12 | 64840 | 74079 | -9239 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL ELECTIONS | Identifier |
| Explanation | YEAR ENDED: DECEMBER 31, 2010 33-0833681 DUNLAP FOUNDATION 16897 ALGONQUIN ST STE A HUNTINGTON BEACH, CA 92649 TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTION UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NONOPERATING PRIVATE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT ________ ___________ ________ ___________ ________ ___________ CORPUS /S/ ______________________________ NAME ______________________________ TITLE ______________________________ | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 1309849 | EOYBookValue |
| EOYFMV | 1366532 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | 25 | 25 |
| REGISTRATION FEE | ||
| ADMINISTRATION EXPENSES | 2492 | 2492 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL TAX | $400 |
| STATE TAX | $10 |