2021-03-11T10:32:03-06:00 2020-09-30 BKD LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2019-10-01 760554767 The Dunham Charitable Foundation C/O Westwood Trust % WESTWOOD TRUST DUNH 7136837070 10000 Memorial Drive Suite 650 Houston TX 77024 ARCHIE DUNHAM president 7134994600 2020-11-15 true P00186434 7134994600 2019 2022-09-23 18:48:47Z X 3487468 X 0 2543 2543 72058 72058 298169 939981 298169 372770 372770 0 3276 0 0 0 10317 10317 1334 1334 6196 6196 21123 17847 0 0 174166 174166 195289 17847 0 174166 177481 354923 264583 106466 106466 1432467 1702605 2137800 1152833 1218293 1243202 2849883 3027364 3487468 0 0 X 2849883 3027364 2849883 3027364 2849883 3027364 2849883 177481 3027364 3027364 575 SHS AMERICAN INTERNATIONAL GROUP INC P 2020-03-17 15492 27951 -12459 -12459 1,970 SHS INFORMA PLC P 2020-04-08 8585 18343 -9758 -9758 1,735 SHS CONOCOPHILLIPS P 2020-04-16 59115 51157 7958 7958 158 SHS APPLE INC P 2020-07-22 1178 367 811 811 136 SHS EMERGENT BIOSOLUTION P 2020-07-27 12246 8068 4178 4178 375 SHS ALBEMARLE CORPORATION P 2019-11-25 24397 33875 -9478 -9478 675 SHS SCHWAB, CHARLES CORP. P 2019-11-25 32251 34318 -2067 -2067 150 SHS APPLE INC P 2020-02-10 48668 16901 31767 31767 110 SHS SHERWIN WILLIAMS COMPANY P 2020-02-10 63927 29883 34044 34044 385 SHS VISA INC P 2020-02-10 78091 9202 68889 68889 150 SHS BOOZ ALLEN HAMILTON HOLDINGS P 2020-03-12 11106 5188 5918 5918 405 SHS LITTLEFUSE INC P 2020-03-12 60793 78944 -18151 -18151 250 SHS CONSUMER STAPLES SEL SEC SPDR P 2020-03-12 15023 12559 2464 2464 550 SHS BOOZ ALLEN HAMILTON HOLDINGS P 2020-03-17 37303 18819 18484 18484 500 SHS VERIZON COMMUNICATIONS INC P 2020-03-17 26124 16393 9731 9731 300 SHS DTE ENERGY COMPANY P 2020-04-08 27807 29453 -1646 -1646 1,970 SHS INFORMA PLC P 2020-04-08 10144 21675 -11531 -11531 627 SHS NIPPON TELEG & TEL CORP SPONSORED P 2020-04-16 14848 15208 -360 -360 850 SHS INDUSTRIAL SELECT SECTOR SPDR FUND P 2020-04-16 53011 42560 10451 10451 1,253 SHS NIPPON TELEG & TEL CORP SPONSORED P 2020-04-17 29589 28137 1452 1452 315 SHS EXXON MOBIL CORPORATION P 2020-04-17 12846 13665 -819 -819 500 SHS WISCONSIN ENERGY GROUP INC P 2020-05-08 44201 29133 15068 15068 190 SHS JOHNSON & JOHNSON P 2020-05-16 27892 9446 18446 18446 158 SHS APPLE INC P 2020-07-22 60532 18847 41685 41685 26 SHS AMAZON.COM INC P 2020-07-22 81892 20209 61683 61683 1,500 SHS BJ'S WHOLESALE CLUB HOLDINGS P 2020-07-22 60209 37148 23061 23061 239 SHS EMERGENT BIOSOLUTION P 2020-07-23 22711 14363 8348 8348 298169 false 172321 3232121 0.053315 150000 3300013 0.045454 144000 3137955 0.04589 166624 3087087 0.053975 165828 3219419 0.051509 0.250143 0.050029 3295537 164872 3549 168421 174166 X 3549 3549 3549 924 3000 3924 15 360 360 false false false false false false true true TX true false false false false true WESTWOOD TRUST 7136837070 10000 MEMORIAL DR STE650 HOUSTON TX 77024 false false false false false false false false false false false false false false false false false false false false false false ARCHIE DUNHAM 10000 Memorial Drive Suite 650 Houston TX 77024 PRES/DIR 1.0 0 0 0 LINDA DUNHAM 10000 Memorial Drive Suite 650 Houston TX 77024 VP/DIR 1.0 0 0 0 LAURA SHOOK 10000 Memorial Drive Suite 650 Houston TX 77024 VP/DIR 1.0 0 0 0 CARY DUNHAM 10000 Memorial Drive Suite 650 Houston TX 77024 VP/DIR 1.0 0 0 0 STEVE DUNHAM 10000 Memorial Drive Suite 650 Houston TX 77024 VP/DIR 1.0 0 0 0 0 0 FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. ALL ACTIVITIES CONSIST OF MAKING DISTRIBUTIONS TO QUALIFIED CHARITABLE ACTIVITIES. NONE 3152505 193218 0 3345723 0 3345723 50186 3295537 164777 164777 3549 3549 161228 161228 161228 174166 0 0 0 0 174166 3549 170617 161228 0 2017 2016 2015 0 1670 14073 15743 174166 0 161228 12938 28681 0 0 0 0 28681 1670 14073 12938 X HOUSTON BAPTIST UNIVERSITY 7502 FONDREN RD HOUSTON TX 77074 NONE PC CHARITABLE 30866 COMMUNITY OF FAITH 16124 BECKER RD HOCKLEY TX 77447 NONE PC CHARITABLE 55000 BARBARA BUSH HOUSTON LITERACY FOUNDATION 7887 San Felipe St Ste 250 HOUSTON TX 77063 NONE PC CHARITABLE 5000 Tumaini International PO BOX 6072 CORONA CA 928786072 NONE PC CHARITABLE 31000 Memorial Hermann Foundation 929 Gessner Suite 2650 Houston TX 77024 none PC charitable 10000 Star of Hope Mission 4848 Loop Central Drive Suite 500 Houston TX 77081 none PC charitable 5000 Boys and Girls Country of Houston 18806 Roberts Road Hockley TX 77447 none PC charitable 5000 SUMMIT COMMUNITY CARE CLINIC INC PO Box 4337 Frisco CO 80443 none PC charitable 10000 MD Anderson Cancer Center PO Box 4486 Houston TX 77210 NONE PC CHARITABLE 10000 Miracle Farm Inc 10632 FM 2621 Brenham TX 77833 none PC charitable 5000 Ocean Institute 24200 Dana Point Harbor Dr Dana Point CA 92629 none PC charitable 5000 Love & Justice International Inc PO Box 725 Irvington VA 22480 none PC charitable 2000 Longfellow Elementary PTO 2500 S Higbee Ave Idaho Falls ID 83404 none PC charitable 300 174166 14 2543 14 72058 18 298169 372770 372770 false false false false false false false false false false ACCOUNTING AND TAX SERVICE 3276 SEE ATTACHMENT LIST 1218293 1243202 SEE ATTACHMENT LIST 1702605 2137800 BOND AMORTIZATION 5967 5967 OTHER EXPENSE 229 229 LITIGATION PROCEEDS INVESTMENT ADVISORY FEES 10317 10317 FOREIGN TAX 1334 1334