JOSEPH M AND MARTHA L DUNN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH M AND MARTHA L DUNN FOUNDATION (EIN 91-1557186)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-22
- IRS object ID
- 201431429349100608
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-22T13:43:42-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800038878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOVARIK & KIM PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10655 NE FOURTH STREET SUITE 510 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911557186 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH M & MARTHA L DUNN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2063818348 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 SECOND AVENUE NO 2600 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS DUNN | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 2063818348 | PhoneNum |
| Signature | 2014-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN KOVARIK CPA | PreparerPersonNm |
| PTIN | P00008290 | PTIN |
| Phone | 4252131550 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $265,513 | 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 | $37,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,940 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,800 | 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 | $1,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $957 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $958 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $148,852 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $199,209 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $55,979 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $54,259 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,516 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,282 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,093 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,649 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $223,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $254,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $223,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $254,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $254,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $254,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $254,572 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $254,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MFB GLOBAL REAL ESTATE | P | $206 | $198 | $8 | $8 |
| PIMCO COMMODITY REAL RETURN | P | $719 | $654 | $65 | $65 |
| MFB MULTI-MGR HIGH YLD | P | $22 | $22 | $0 | $0 |
| MFB EMERGING MKTS | P | $19 | $19 | $0 | $0 |
| MFB FUNDS BD INDEX FD | P | $11 | $11 | $0 | $0 |
| MFB INTL EQUITY FD | P | $1,068 | $1,038 | $30 | $30 |
| MFC SPDR GOLD TR | P | $6,764 | $7,045 | -$281 | -$281 |
| MFC FLEXSHARES | P | $315 | $330 | -$15 | -$15 |
| MFC FLEXSHARES | P | $153 | $154 | -$1 | -$1 |
| MFC FLEXSHARES | P | $53 | $53 | $0 | $0 |
| MFB NORTHERN HIGH YLD | P | $550 | $547 | $3 | $3 |
| MFB ULTRA SHORT FIXED | P | $51 | $51 | $0 | $0 |
| MFB NORTHERN FDS MULTI | P | $284 | $278 | $6 | $6 |
| MFB EMERGING MKTS | P | $621 | $642 | -$21 | -$21 |
| MFB NORTHERN FUNDS BD | P | $359 | $366 | -$7 | -$7 |
| MFB INTL EQUITY FD | P | $706 | $698 | $8 | $8 |
| MFB SMALL CAP CORE | P | $91 | $87 | $4 | $4 |
| MFB NORTHERN FDS STK | P | $1,473 | $1,415 | $58 | $58 |
| MFB ULTRA SHORT FIXED | P | $20 | $20 | $0 | $0 |
| MFB NORTHERN FUNDS BD INDEX | P | $153 | $155 | -$2 | -$2 |
| MFB NORTHERN FDS STK | P | $667 | $614 | $53 | $53 |
| MFB ULTRA SHORT FIXED | P | $51 | $51 | $0 | $0 |
| MFB NORTHERN FUNDS BD | P | $335 | $343 | -$8 | -$8 |
| MFB NORTHERN FDS STK | P | $1,459 | $1,322 | $137 | $137 |
| MFB ULTRA SHORT FIXED | P | $51 | $51 | $0 | $0 |
| MFB BD INDEX FD | P | $352 | $366 | -$14 | -$14 |
| MFB NORTHERN FDS STK | P | $1,527 | $1,415 | $112 | $112 |
| MFB FDS STK INDEX FD | P | $12,999 | $11,211 | $1,788 | $1,788 |
| MFC FLEXSHARES | P | $798 | $818 | -$20 | -$20 |
| MFC FLEXSHARES | P | $603 | $610 | -$7 | -$7 |
| MFB NORTHERN FUNDS BD INDEX | P | $31 | $33 | -$2 | -$2 |
| MFB FDS STK INDEX FD | P | $43 | $41 | $2 | $2 |
| MFC FLEXSHARES | P | $50 | $51 | -$1 | -$1 |
| MFB ULTRA SHORT FIXED | P | $20 | $20 | $0 | $0 |
| MFC FLEXSHARES | P | $1,080 | $1,174 | -$94 | -$94 |
| MFB NORTHERN FUNDS BD | P | $5,322 | $5,406 | -$84 | -$84 |
| PIMCO COMMODITY REAL RETURN | P | $1,558 | $2,219 | -$661 | -$661 |
| MFB SMALL CAP FD | P | $97 | $90 | $7 | $7 |
| MFB MID CAP FD | P | $186 | $140 | $46 | $46 |
| MFB NORTHERN FDS FIXED INCOME | P | $222 | $219 | $3 | $3 |
| MFC FLEXSHARES | P | $139 | $139 | $0 | $0 |
| MFC FLEXSHARES | P | $51 | $51 | $0 | $0 |
| MFB HIGH YIELD OPP. | P | $248 | $228 | $20 | $20 |
| MFB GLOBAL REAL ESTATE | P | $123 | $104 | $19 | $19 |
| MFB EMERGING MKTS | P | $271 | $257 | $14 | $14 |
| MFB INTL EQUITY FD | P | $329 | $285 | $44 | $44 |
| MFB SMALL CAP FD | P | $44 | $40 | $4 | $4 |
| MFB MID CAP FD | P | $82 | $60 | $22 | $22 |
| MFB SMALL CAP CORE | P | $56 | $46 | $10 | $10 |
| MFB FDS FIXED INCOME | P | $96 | $94 | $2 | $2 |
| MFC FLEXSHARES | P | $274 | $274 | $0 | $0 |
| MFC FLEXSHARES | P | $151 | $153 | -$2 | -$2 |
| MFC FLEXSHARES | P | $52 | $52 | $0 | $0 |
| MFB HIGH YIELD OPP. | P | $523 | $486 | $37 | $37 |
| MFB GLOBAL REAL ESTATE | P | $255 | $225 | $30 | $30 |
| MFB EMERGING MKTS | P | $588 | $569 | $19 | $19 |
| MFB INTL EQUITY FD | P | $694 | $606 | $88 | $88 |
| MFB SMALL CAP FD | P | $90 | $80 | $10 | $10 |
| MFB MID CAP FD | P | $179 | $130 | $49 | $49 |
| MFB SMALL CAP CORE | P | $95 | $76 | $19 | $19 |
| MFB FDS FIXED INCOME | P | $200 | $198 | $2 | $2 |
| MFC FLEXSHARES | P | $296 | $308 | -$12 | -$12 |
| MFC FLEXSHARES TR | P | $150 | $152 | -$2 | -$2 |
| MFC FLEXSHARES | P | $51 | $52 | -$1 | -$1 |
| MFB HIGH YIELD OPP. | P | $553 | $528 | $25 | $25 |
| MFB GLOBAL REAL ESTATE | P | $252 | $243 | $9 | $9 |
| MFB EMERGING MKTS | P | $564 | $584 | -$20 | -$20 |
| MFB INTL EQUITY FD | P | $726 | $659 | $67 | $67 |
| MFB SMALL CAP CORE | P | $101 | $90 | $11 | $11 |
| MFB MULTI-MGR HIGH YLD | P | $189 | $140 | $49 | $49 |
| MFB FDS SMALL CAP CORE | P | $94 | $76 | $18 | $18 |
| MFB FDS FIXED INCOME | P | $217 | $219 | -$2 | -$2 |
| MFB GLOBAL REAL ESTATE | P | $113 | $104 | $9 | $9 |
| MFB SMALL CAP FUND | P | $1,882 | $1,570 | $312 | $312 |
| MFB FDS SMALL CAP CORE | P | $2,165 | $1,616 | $549 | $549 |
| MFC FLEXSHARES | P | $1,771 | $1,804 | -$33 | -$33 |
| MFC FLEXSHARES | P | $2,010 | $2,068 | -$58 | -$58 |
| MFB HIGH YIELD OPP. | P | $22 | $21 | $1 | $1 |
| MFB GLOBAL REAL ESTATE | P | $19 | $17 | $2 | $2 |
| MFB EMERGING MKTS | P | $39 | $36 | $3 | $3 |
| MFC FLEXSHARES | P | $165 | $171 | -$6 | -$6 |
| MFB HIGH YIELD OPP. | P | $290 | $279 | $11 | $11 |
| MFB GLOBAL REAL ESTATE | P | $128 | $121 | $7 | $7 |
| MFB EMERGING MKTS | P | $341 | $328 | $13 | $13 |
| MFB NORTHERN FUNDS BD INDEX | P | $189 | $199 | -$10 | -$10 |
| MFB INTL EQUITY FD | P | $498 | $428 | $70 | $70 |
| MFB SMALL CAP FUND | P | $37 | $30 | $7 | $7 |
| MFB MID CAP FD | P | $131 | $90 | $41 | $41 |
| MFB FDS SMALL CAP CORE | P | $41 | $31 | $10 | $10 |
| MFB FDS STK INDEX FD | P | $638 | $560 | $78 | $78 |
| MFB NORTHERN FDS FIXED INCOME | P | $132 | $128 | $4 | $4 |
| MFC FLEXSHARES | P | $1,249 | $1,265 | -$16 | -$16 |
| MFB EMERGING MKTS | P | $1,135 | $1,093 | $42 | $42 |
| MFB NORTHERN FUNDS BD | P | $14,079 | $14,914 | -$835 | -$835 |
| MFB INTL EQUITY FD | P | $437 | $366 | $71 | $71 |
| MFB SMALL CAP FD | P | $196 | $150 | $46 | $46 |
| MFB MULTI-MGR MID CAP CORE | P | $1,797 | $1,160 | $637 | $637 |
| MFB FDS SMALL CAP CORE | P | $154 | $107 | $47 | $47 |
| MFB NORTHERN FDS STK INDEX FD | P | $5,493 | $4,463 | $1,030 | $1,030 |
| MFC SPDR GOLD TR | P | $6,629 | $5,747 | $882 | $882 |
| MFC SPDR GOLD TR | P | $461 | $423 | $38 | $38 |
| CAPITAL GAINS DIVIDENDS | P | $4,347 | $4,347 | $4,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,940 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,695 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $226,637 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100138 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,283 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $237,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034905 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $230,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111377 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $221,601 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.019494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,941 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $185,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.220973 | DistributionYr5Rt |
| Total Distribution | 0.486887 | TotalDistributionRt |
| Average Distribution | 0.097377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $257,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,035 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $130 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,165 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,577 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $260 | 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 |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | DAVID GARTEN | IndividualWithBooksNm |
| Phone | 2063818348 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 SECOND AVENUE SUITE 2600 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR CJ DUNN | ||||||||
| 1301 SECOND AVENUE SUITE 2600 | SEATTLE | WA | 98101 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH M DUNN | ||||||||
| 1301 SECOND AVENUE SUITE 2600 | SEATTLE | WA | 98101 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARTHA L DUNN | ||||||||
| 1301 SECOND AVENUE SUITE 2600 | SEATTLE | WA | 98101 | SECRETARY/TREASURER | 2.00 | $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 | $256,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $261,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $261,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $257,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $12,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,577 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,225 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $14,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $11,823 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,329 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,982 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,311 | 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 | $12,225 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,281 | ExcessFromYear3Amt |
| Excess From Year1 | $11,823 | ExcessFromYear1Amt |
| Excess From Current Year | $5,982 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR CJ DUNN | ContributingManagerNm |
| Contributing Manager | JOSEPH M DUNN | ContributingManagerNm |
| Contributing Manager | MARTHA L DUNN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL CENTER FOR EQUINE FACILITATED THERAPY | |||||||
| 880 RUNNYMEDE ROAD | WOODSIDE | CA | 94062 | NONE | 501(C)(3) | CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $2,500 |
| THE SALVATION ARMY | |||||||
| 111 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $5,000 |
| NORTH SEATTLE COMMUNITY COLLEGE EDUCATION FUND | |||||||
| 9600 COLLEGE WAY N | SEATTLE | WA | 98103 | NONE | 501(C)(3) | CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $5,000 |
| PALM DESERT PRESBYTERIAN CHURCH | |||||||
| 47321 HWY 74 | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,860 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,800 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,800 | 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 | CHRISTOPHER J DUNN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 SECOND AVE SUITE 2600 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $37,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,915 | Amt |
| Net Investment Income | $957 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $958 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $54,259 | EOYBookValueAmt |
| EOYFMV | $54,516 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $173,081 | EOYBookValueAmt |
| EOYFMV | $199,209 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,093 | BookValueAmt |
| EOYFMV | $1,649 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $238 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $119 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST AGENCY FEES AND OTHER FEES | CategoryTxt |
| Amt | $1,720 | Amt |
| Net Investment Income | $1,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $168 | $0 | $0 |
| FEDERAL EXCISE TAX | $230 | $0 | $0 |
Comments