JOSEPH M AND MARTHA L DUNN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JOSEPH M AND MARTHA L DUNN FOUNDATION (EIN 91-1557186)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-06
IRS object ID: 201311269349100406
Schema version: 2012v2.1
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
Accounting Fees Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-06T10:43:22-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	800038878	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KOVARIK & KIM PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	911557186	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH M & MARTHA L DUNN FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JOSE	NameControl
Phone	2063818348	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	CHRIS DUNN	Name
Title	MANAGER	Title
Phone	2063818348	Phone
Date Signed	2013-04-23	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAN KOVARIK CPA	Name
PTIN	P00008290	PTIN
Phone	4252131550	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	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	231248	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	5799	DividendsRevAndExpnss
Dividends Net Invst Incm	5799	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	19732	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	276712	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	19732	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	25531	TotalRevenueAndExpenses
Total Net Investment Income	25531	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1850	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	925	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	925	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	1619	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1619	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	307	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	3776	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	2544	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	925	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	22000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	22000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	25776	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	2544	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	22925	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-245	ExcessOfRevenueOverExpenses
Net Investment Income	22987	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	28867	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	7430	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	7430	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	121520	InvestmentsCorpStockBOY
Investments Corp Stock EOY	148852	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	154080	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	73401	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	55979	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	57655	InvestmentsCorpBondsEOYFMV
Investments Other BOY	0	InvestmentsOtherBOY
Investments Other EOY	11282	InvestmentsOtherEOY
Investments Other EOYFMV	12083	InvestmentsOtherEOYFMV
Total Assets BOY	223788	TotalAssetsBOY
Total Assets EOY	223543	TotalAssetsEOY
Total Assets EOYFMV	231248	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	223788	RetainedEarningsBOY
Retained Earnings EOY	223543	RetainedEarningsEOY
Total Net Assets BOY	223788	TotalNetAssetsBOY
Total Net Assets EOY	223543	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	223788	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	223543	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	223788	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-245	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	223543	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	223543	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (118 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
SALESFORCE COM INC STK	P	2011-03-31	2012-01-13	519	664	-145	-145
SALESFORCE COM INC STK	P	2011-03-31	2012-01-17	523	664	-141	-141
AMAZON COM INC	P	2011-03-31	2012-03-01	1802	1807	-5	-5
MFB NORTHERN HI YIELD FIXED	P	2012-04-11	2012-04-11	68	68	0	0
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP FD	P	2012-04-11	2012-04-20	3197	3178	19	19
MFB NORTHN FDS SMALL CAP CORE FD	P	2012-04-11	2012-04-20	632	625	7	7
MFC FLEXSHARES TR MORNINGSTAR GLOBAL	P	2012-04-20	2012-05-08	33	35	-2	-2
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET	P	2012-04-11	2012-05-08	25	25	0	0
MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD	P	2012-04-20	2012-05-08	294	292	2	2
MFB NORTHN FDS MULTI-MANAGER GLOBAL	P	2012-04-20	2012-05-08	70	69	1	1
MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS	P	2012-04-20	2012-05-08	638	643	-5	-5
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP FD	P	2012-04-11	2012-05-08	298	308	-10	-10
MFB NORTHN FDS SMALL CAP CORE FD	P	2012-04-11	2012-05-08	30	31	-1	-1
MFC FLEXSHARES TR MORNINGSTAR GLOBAL	P	2012-04-20	2012-06-01	62	70	-8	-8
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET	P	2012-04-11	2012-06-01	50	51	-1	-1
MFC FLEXSHARES TR IBOXX 5 YR TARGET DURATION	P	2012-04-11	2012-06-01	52	52	0	0
MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD	P	2012-04-20	2012-06-01	688	709	-21	-21
MFB NORTHN FDS MULTI-MANAGER GLOBAL	P	2012-04-20	2012-06-01	258	277	-19	-19
MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS	P	2012-04-20	2012-06-01	433	495	-62	-62
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP FD	P	2012-04-11	2012-06-01	1443	1565	-122	-122
MFB NORTHN MULTI-MANAGER INTL EQTY FD FD	P	2012-04-20	2012-06-01	677	769	-92	-92
MFB NORTHN FDS SMALL CAP CORE FD	P	2012-04-11	2012-06-01	99	107	-8	-8
MFC FLEXSHARES TR MORNINGSTAR GLOBAL	P	2012-04-20	2012-06-21	32	35	-3	-3
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET	P	2012-04-11	2012-06-21	50	51	-1	-1
MFC FLEXSHARES TR IBOXX 5 YR TARGET DURATION	P	2012-04-11	2012-06-21	52	52	0	0
MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD	P	2012-04-20	2012-06-21	673	677	-4	-4
MFB NORTHN FDS MULTI-MANAGER GLOBAL	P	2012-04-20	2012-06-21	252	260	-8	-8
MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS	P	2012-04-20	2012-06-21	433	477	-44	-44
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP FD	P	2012-04-11	2012-06-21	1432	1507	-75	-75
MFB NORTHN MULTI-MANAGER INTL EQTY FD FD	P		2012-06-21	672	723	-51	-51
MFB NORTHN FDS SMALL CAP CORE FD	P	2012-04-11	2012-06-21	88	92	-4	-4
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET	P	2012-04-11	2012-10-02	25	25	0	0
MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD	P	2012-04-20	2012-10-02	332	323	9	9
MFB NORTHN FDS MULTI-MANAGER GLOBAL	P	2012-04-20	2012-10-02	127	121	6	6
MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS	P	2012-04-20	2012-10-02	221	220	1	1
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP FD	P	2012-04-11	2012-10-02	746	730	16	16
MFB NORTHN MULTI-MANAGER INTL EQTY FD FD	P	2012-04-11	2012-10-02	368	356	12	12
MFB NORTHN FDS SMALL CAP CORE FD	P	2012-04-11	2012-10-02	33	31	2	2
MFC FLEXSHARES TR MORNINGSTAR GLOBAL	P	2012-04-20	2012-10-08	36	35	1	1
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET	P	2012-04-11	2012-10-08	26	25	1	1
MFC FLEXSHARES TR IBOXX 5 YR TARGET DURATION	P	2012-04-11	2012-10-08	26	26	0	0
MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD	P	2012-04-20	2012-10-08	247	240	7	7
MFB NORTHN FDS MULTI-MANAGER GLOBAL	P	2012-04-20	2012-10-08	109	104	5	5
MFB NORTHN FDS MULTI-MANAGER EMERGING MKTS	P	2012-04-20	2012-10-08	164	165	-1	-1
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP	P	2011-12-19	2012-10-08	159	134	25	25
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP	P	2012-04-11	2012-10-08	64880	62978	1902	1902
MFB NORTHERN MULTI-MANAGER INTL EQTY FD	P	2012-04-11	2012-10-08	258	249	9	9
MFB NORTHERN FDS SMALL CAP CORE	P	2012-04-11	2012-10-08	49	46	3	3
MFB NORTHERN FUNDS MULTI MANAGER HIGH YIELD	P		2012-11-02	4739	4578	161	161
MFB NORTHERN MULTI-MANAGER INTL EQTY FD	P	2012-04-11	2012-11-02	28	27	1	1
MFB NORTHERN FDS STK INDEX	P	2012-10-08	2012-11-02	5075	5222	-147	-147
AMERICAN EXPRESS CO.	P	2011-03-31	2012-04-11	1425	1135	290	290
APPLE COMPUTER INC	P	2011-03-31	2012-04-11	3143	1744	1399	1399
BHP LTD SPONSORED ADR	P	2011-03-31	2012-04-11	694	962	-268	-268
CHEVRONTEXACO CORP COM	P	2006-09-07	2012-04-11	2529	1635	894	894
CITRIX SYS INC	P	2011-03-31	2012-04-11	1112	1092	20	20
CONOCOPHILLIPS	P	2011-03-31	2012-04-11	1474	1615	-141	-141
COSTCO WHSL CORP NEW	P	2011-03-31	2012-04-11	2176	1823	353	353
DANAHER CORP	P	2011-03-31	2012-04-11	1076	1043	33	33
DOMINION RES INC VA NEW	P	2003-09-16	2012-04-11	2507	1519	988	988
E I DU PONT DE NEMOURS & CO	P	2011-03-31	2012-04-11	1030	1105	-75	-75
EMC CORP MASS	P	2011-03-31	2012-04-11	1423	1334	89	89
EATON CORP COM W/RTS EXP 07/12/2005	P		2012-04-11	927	1114	-187	-187
EXXON MOBIL CORP COM	P	2001-12-05	2012-04-11	2064	967	1097	1097
FRANKLIN RESOURCES INC	P	2010-06-14	2012-04-11	1834	1405	429	429
GENERAL ELEC CO COM	P	2011-03-31	2012-04-11	1905	2009	-104	-104
GOOGLE INC CL A	P	2010-06-14	2012-04-11	3175	2452	723	723
W W GRAINGER INC	P	2011-03-31	2012-04-11	2112	1374	738	738
H J HEINZ CO	P	2011-03-31	2012-04-11	1314	1223	91	91
J P MORGAN CHASE & CO	P	2009-08-05	2012-04-11	1100	1042	58	58
JOHNSON CONTROLS INC	P	2011-03-31	2012-04-11	771	1040	-269	-269
NATIONAL-OILWELL INC	P	2011-03-31	2012-04-11	1548	1598	-50	-50
NIKE INC CLASS B	P	2011-03-31	2012-04-11	2170	1527	643	643
NOBLE ENERGY INC COM	P	2011-03-31	2012-04-11	1398	1450	-52	-52
MFB NORTHN INTL EQTY INDEX FD	P	2009-08-05	2012-04-11	8330	8190	140	140
MFB NORTHN FDS INC EQTY FD	P		2012-04-11	15242	12587	2655	2655
MFB NORTHN MULTIMGR SMALL CAP FD	P	2006-06-22	2012-04-11	1888	2000	-112	-112
MFB NORTHN MULTIMGR MID CAP FD	P	2006-06-22	2012-04-11	971	810	161	161
MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY	P		2012-04-11	16363	14110	2253	2253
MFB NORTHN HI YIELD FXD INC FD	P		2012-04-11	21288	21000	288	288
MFB NORTHERN FDS FIXED INCOME FD	P		2012-04-11	20642	19229	1413	1413
OMNICOM GRP INC COM	P	2011-03-31	2012-04-11	1203	1226	-23	-23
OMNICELL INC COM	P	2006-06-23	2012-04-11	8812	8625	187	187
ORACLE CORPORATION	P	2011-03-31	2012-04-11	987	1170	-183	-183
PIMCO COMMODITY REALRETURN STRATEGY FUND	P	2011-04-01	2012-04-11	1854	2719	-865	-865
PROCTER & GAMBLE CO	P	2004-10-14	2012-04-11	3316	2653	663	663
SCHLUMBERGER LTD	P	2011-03-31	2012-04-11	1025	1410	-385	-385
US BANCORP DEL NEW	P	2003-06-11	2012-04-11	3084	2429	655	655
UNITED TECHNOLOGIES CORP	P	2011-03-31	2012-04-11	1195	1274	-79	-79
WHOLE FOODS MKT INC	P	2011-03-31	2012-04-11	1676	1323	353	353
MFB NORTHERN FUNDS MULTI MANAGER LARGE CAP FD	P	2007-10-17	2012-04-20	4830	5000	-170	-170
MFB NORTHN MULTIMGR SMALL CAP FD	P	2006-06-22	2012-04-20	105	110	-5	-5
MFB NORTHN MULTIMGR MID CAP FD	P	2006-06-22	2012-04-20	1146	940	206	206
MFB NORTHERN FDS FIXED INCOME FD	P	2006-10-16	2012-04-20	7810	7225	585	585
MFB NORTHN MULTIMGR SMALL CAP FD	P	2006-06-22	2012-05-08	47	50	-3	-3
MFB NORTHN MULTIMGR MID CAP FD	P	2006-06-22	2012-05-08	84	70	14	14
MFB NORTHERN FDS FIXED INCOME FD	P	2006-10-16	2012-05-08	276	254	22	22
MFB NORTHN MULTIMGR SMALL CAP FD	P	2006-06-22	2012-06-01	78	90	-12	-12
MFB NORTHN MULTIMGR MID CAP FD	P	2006-06-22	2012-06-01	165	150	15	15
MFB NORTHERN FDS FIXED INCOME FD	P	2006-10-16	2012-06-01	648	595	53	53
MFB NORTHN MULTIMGR SMALL CAP FD	P	2006-06-22	2012-06-21	90	100	-10	-10
MFB NORTHN MULTIMGR MID CAP FD	P	2006-06-22	2012-06-21	180	160	20	20
MFB NORTHERN FDS FIXED INCOME FD	P	2006-10-16	2012-06-21	627	575	52	52
PIMCO COMMODITY REALRETURN STRATEGY FUND	P	2011-04-01	2012-06-22	61	97	-36	-36
MFB NORTHN MULTIMGR SMALL CAP FD	P	2006-06-22	2012-10-02	50	50	0	0
MFB NORTHN MULTIMGR MID CAP FD	P	2006-06-22	2012-10-02	86	70	16	16
MFB NORTHERN FDS FIXED INCOME FD	P	2006-10-16	2012-10-02	315	283	32	32
PIMCO COMMODITY REAL RETURN STRATEGY FUND	P	2011-04-01	2012-10-02	22	29	-7	-7
MFB NORTHERN MULTIMGR SMALL CAP FD	P	2006-06-22	2012-10-08	30	30	0	0
MFB NORTHERN MULTIMGR MID CAP FD	P	2006-06-22	2012-10-08	62	50	12	12
MFB NORTHERN FDS FIXED INCOME FD	P	2006-10-16	2012-10-08	16884	15200	1684	1684
PIMCO COMMODITY REAL RETURN STRATEGY FUND	P	2011-04-01	2012-10-08	21	29	-8	-8
MFC SPDR GOLD TR GOLD SHS	P	2011-03-31	2012-05-08	156	140	16	16
MFC SPDR GOLD TR GOLD SHS	P	2011-03-31	2012-06-01	313	280	33	33
MFC SPDR GOLD TR GOLD SHS	P	2011-03-31	2012-06-21	304	280	24	24
MFC SPDR GOLD TR GOLD SHS	P	2011-03-31	2012-10-02	172	147	25	25
CARDICA INC COM	P	2008-01-04	2012-03-09	968		968	968
CAPITAL GAINS DIVIDENDS	P			1176		1176	1176

Field	Value	IRS element (for citing)
Capital Gain Net Income	19732	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	8283	QualifyingDistributionsYear1
Noncharitable Assets Year1	237302	NoncharitableAssetsYear1
Distribution Ratio Year1	0.034905	DistributionRatioYear1
Qualifying Distributions Year2	25650	QualifyingDistributionsYear2
Noncharitable Assets Year2	230299	NoncharitableAssetsYear2
Distribution Ratio Year2	0.111377	DistributionRatioYear2
Qualifying Distributions Year3	4320	QualifyingDistributionsYear3
Noncharitable Assets Year3	221601	NoncharitableAssetsYear3
Distribution Ratio Year3	0.019494	DistributionRatioYear3
Qualifying Distributions Year4	40941	QualifyingDistributionsYear4
Noncharitable Assets Year4	185276	NoncharitableAssetsYear4
Distribution Ratio Year4	0.220973	DistributionRatioYear4
Qualifying Distributions Year5	7874	QualifyingDistributionsYear5
Noncharitable Assets Year5	271655	NoncharitableAssetsYear5
Distribution Ratio Year5	0.028985	DistributionRatioYear5
Total Distribution Ratio	0.415734	TotalDistributionRatio
Average Distribution Ratio	0.083147	AverageDistributionRatio
Net Noncharitable Assets	226637	NetNoncharitableAssets
Adjusted Noncharitable Assets	18844	AdjustedNoncharitableAssets
One Percent Net Investment Income	230	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	19074	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	22925	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	230	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	230	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	230	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Tax Due	230	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	WA	StatesFiledWith
Form990 PF Filed With AG	0	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	DAVID GARTEN	BooksInCareOfPersonName
Books In Care Of Phone Number	2063818348	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

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
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	218876	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	11212	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	230088	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	230088	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	3451	CashDeemedCharitable
Net Noncharitable Assets	226637	NetNoncharitableAssets
Minimum Investment Return	11332	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	11332	MinimumInvestmentReturn
Tax Based On Investment Income	230	TaxBasedOnInvestmentIncome
Total Tax	230	TotalTax
Distributable Amount Before Adj	11102	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	11102	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	11102	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	22925	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	22925	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	230	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	22695	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	11102	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year4	12225	ExcessDistriCarryoverYear4
Excess Distri Carryover Year2	14281	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	26506	TotalExcessDistriCarryover
Qualifying Distributions	22925	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	11102	AppliedToCurrentYear
Remaining Distri From Corpus	11823	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	38329	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	38329	ExcessDistriCyovToNextYear
Excess From Year4	12225	ExcessFromYear4
Excess From Year2	14281	ExcessFromYear2
Excess From Current Year	11823	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	DR CJ DUNN	ContributingManager
Contributing Manager	JOSEPH M DUNN	ContributingManager
Contributing Manager	MARTHA L DUNN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRIVE	ORLANDO	FL	32832	NONE	501(C)(3)	CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES	$5,000
UNIVERSITY PRESBYTERIAN
4540 15TH AVE NE	SEATTLE	WA	98105	NONE	501(C)(3)	CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES	$10,000
HOPE UNLIMITED FOR CHILDREN
PO BOX 2707	LOS ALAMITOS	CA	90720	NONE	501(C)(3)	CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES	$5,000
NATIONAL CENTER FOR EQUINE FACILITATED THERAPY
880 RUNNYMEDE ROAD	WOODSIDE	CA	94062	NONE	501(C)(3)	CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES	$2,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	22000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$5,799	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$19,732	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$25,531	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	25531	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	Category
Amount	$1,850	Amount
Net Investment Income	925	NetInvestmentIncome
Disbursements Charitable Prps	925	DisbursementsCharitablePrps

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Statement	A COPY OF FORM 990-PF IS NOT REQUIRED TO BE FURNISHED TO THE STATE OF WASHINGTON IF ASSETS ARE LESS THAN $250,000.	Statement

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	FIXED INCOME	NameOfBond
EOY Book Value	55979	EOYBookValue
EOYFMV	57655	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	EQUITIES	NameOfStock
EOY Book Value	148852	EOYBookValue
EOYFMV	154080	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	REAL ESTATE EQUITIES	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	11282	BookValue
EOYFMV	12083	EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	NORTHERN TRUST AGENCY FEES AND OTHER FEES	Category
Amount	$1,619	Amount
Net Investment Income	1619	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAX	$121	0	0
FEDERAL EXCISE TAX	$161	0	0
STATE TAXES	$25	0	0

JOSEPH M AND MARTHA L DUNN FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (118 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

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