MICHAEL DUNLEAVY FOUNDATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MICHAEL DUNLEAVY FOUNDATION INC (EIN 55-0809582)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-01-31
IRS object ID
202540319349201114
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-31T13:42:21-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043704462PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GJ Burns CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 Elm StreetAddressLine1Txt
CityDanversCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01923ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550809582EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MICHAEL DUNLEAVY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone7817298954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 325AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01890ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames G DunleavyPersonNm
Person TitlePresidentPersonTitleTxt
Phone7817298954PhoneNum
Signature2025-01-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregg J BurnsPreparerPersonNm
PTINP00819178PTIN
Phone9787771181PhoneNum
Preparation2025-01-31PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.MICHAELDUNLEAVY.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$51,760GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$18,203ContributionsGiftsGrantsEtcAmt
Investment Income$3InvestmentIncomeAmt
Fundraising Gross Income$33,554FundraisingGrossIncomeAmt
Special Events Direct Expenses$37,519SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$3,965SpecialEventsNetIncomeLossAmt
Total Revenue$14,241TotalRevenueAmt
Grants And Similar Amounts Paid$30,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$925FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$35OtherExpensesTotalAmt
Total Expenses$30,960TotalExpensesAmt
Excess Or Deficit For Year-$16,719ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$48,161NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$31,442NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$48,161BOYAmt
EOY$31,442EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,161BOYAmt
EOY$31,442EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$48,161BOYAmt
EOY$31,442EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeOrganized exclusively for charitable, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomThe Michael Dunleavy Foundation is organized exclusively for charitable, educational, and scientific purposes, the making of distributions to organizations that qualify as exempt organizations under Section 501 (C) (3) of the Internal Revenue Code, or the correcpondence section of any future federal tax code.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
James G Dunleavy
President3.00$0$0$0
Mary A Dunleavy
Treasurer3.00$0$0$0
James G Dunleavy
Director3.00$0$0$0
Mary A Dunleavy
Director3.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES G DUNLEAVYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 CHURCH STREETAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01890ZIPCd
FieldValueIRS element (for citing)
Phone7817298954PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,386CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,619CurrentTaxYearMinus1YearAmt
Current Tax Year$18,203CurrentTaxYearAmt
Total$41,707TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,583CurrentTaxYearMinus4YearsAmt
Current Tax Year$33,554CurrentTaxYearAmt
Total$56,137TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,550CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,386CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,619CurrentTaxYearMinus1YearAmt
Current Tax Year$51,757CurrentTaxYearAmt
Total$97,844TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$97,844PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$2,867TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$2,867TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,854CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,700CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,760CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,637CurrentTaxYearMinus1YearAmt
Current Tax Year$51,760CurrentTaxYearAmt
Total$100,711TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97150PublicSupportCY509Pct
Public Support PY5090.96130PublicSupportPY509Pct
Investment Income CY0.02850InvestmentIncomeCYPct
Investment Income PY0.03870InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf tournamentEvent1Nm
Gross Receipts Event1$33,554GrossReceiptsEvent1Amt
Gross Revenue Event1$33,554GrossRevenueEvent1Amt
Rent Facility Costs Event1$31,550RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$5,969OtherDirectExpensesEvent1Amt
Gross Receipts Total$33,554GrossReceiptsTotalAmt
Gross Revenue Total Events$33,554GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$31,550RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$5,969OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,519DirectExpenseSummaryEventsAmt
Net Income Summary-$3,965NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Interest Income. Amount: 3.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Charitable Donation. Grantee Name: Mass General Hospital. Grantee Address: 25 Fruit Street Boston, MA 02114. Date of Gift: 11/17/23. Amount Given: 25,000.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Charitable Donation. Grantee Name: Camp Sunshine. Grantee Address: 35 Acadia Road Casco, ME 04015. Date of Gift: 11/19/23. Amount Given: 5,000. Total included on Form 990-EZ, line 10: 30,000.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Filing Fee. Amount: 35.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.DeclarationDesc

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