Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
DUNN FAMILY CHARITABLE FOUNDATION CO AHI
 

Number and street (or P.O. box number if mail is not delivered to street address)30 NAGOG PARK NO 210   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ACTON, MA01720
A Employer identification number

04-3251269
B Telephone number (see instructions)

(978) 952-8884
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,311,700J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 3,167,383
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 25,963 25,963  
4 Dividends and interest from securities...... 615,708 615,708  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -46,708
b Gross sales price for all assets on line 6a 1,633,201
7 Capital gain net income (from Part IV, line 2)... 181,616
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -22,794 -22,794  
12 Total. Add lines 1 through 11........ 3,739,552 800,493  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 105,000 10,500   94,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,900 2,725   8,175
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,016 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 33,670 8,164   24,492
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 156,586 21,389   127,167
25 Contributions, gifts, grants paid........ 672,505 672,505
26 Total expenses and disbursements. Add lines 24 and 25 829,091 21,389   799,672
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,910,461
b Net investment income (if negative, enter -0-) 779,104
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 89,626 146,977 146,977
2 Savings and temporary cash investments.......... 590,733 470,452 470,452
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 11,302,311 Click to see attachment15,296,970 17,818,632
c Investments—corporate bonds (attach schedule)........ 1,131,211 Click to see attachment0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,660,018 Click to see attachment3,769,961 2,875,639
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,773,899 19,684,360 21,311,700
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 16,773,899 19,684,360
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 16,773,899 19,684,360
31 Total liabilities and net assets/fund balances (see instructions).. 16,773,899 19,684,360
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 16,773,899
2 Enter amount from Part I, line 27a..................... 2 2,910,461
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 19,684,360
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 19,684,360
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a HLM PARTNERS   2015-10-31 2015-10-31
b 14,160 SHARES PARAMETRIC TAX-MAN EMG MK   2008-01-01 2014-12-30
c 99,030 SHARES JPM STRATEGIC INCOME OPPORTUNTITY FUND   1999-01-01 2014-11-21
d JPM TAP EMERGING MARKET FUND   2015-01-01 2015-10-31
e CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a     70 -70
b 596,000   409,658 186,342
c 700,000   686,917 13,083
d 328,025   354,940 -26,915
e 9,176     9,176
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -70
b       186,342
c       13,083
d       -26,915
e       9,176
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 181,616
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,444,782 18,398,309 0.078528
2012 919,710 17,193,721 0.053491
2011 745,437 15,106,403 0.049346
2010 733,927 15,839,281 0.046336
2009 756,992 14,824,326 0.051064
2 Total of line 1, column (d) ...................... 2 0.278765
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.055753
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 21,126,984
5 Multiply line 4 by line 3....................... 5 1,177,893
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,791
7 Add lines 5 and 6......................... 7 1,185,684
8 Enter qualifying distributions from Part XII, line 4.............. 8 799,672
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 15,582
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,582
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,582
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 8,400
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,400
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,182
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRAYMOND J DUNN III Telephone no.bullet (978) 952-8884
    Located atbulletC/O AHI 30 NANOG PARK NO 210ACTONMA ZIP+4bullet01720
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    RAYMOND J DUNN III CO DUNN CH FND TRUSTEE/MANAGER
    10.00     		25,000 0 0
    30 NAGOG PARK NO 210
    ACTON,MA01720
    LOUISE DUNN III CO DUNN CHARIT FND TRUSTEE
    1.00     		0 0 0
    30 NAGOG PARK NO 210
    ACTON,MA01720
    MARGARET DUNN CO DUNN CHARIT FOUND TRUSTEE
    1.00     		0 0 0
    30 NAGOG PARK NO 210
    ACTON,MA01720
    RAYMOND J DUNN IV CO DUNN CH FND TRUSTEE
    1.00     		0 0 0
    30 NAGOG PARK NO 210
    ACTON,MA01720
    MARTIN DUNN CO DUNN CHARITABLE FOUN TRUSTEE
    1.00     		0 0 0
    30 NAGOG PARK NO 210
    ACTON,MA01720
    PETER DUNN CO DUNN CHARITABLE FOUND TRUSTEE
    1.00     		0 0 0
    30 NAGOG PARK NO 210
    ACTON,MA01720
    WILLIAM J CHASE CO DUNN CHARI FOUN TRUSTEE/CONTROLLER
    10.00     		80,000 0 0
    30 NAGOG PARK NO 210
    ACTON,MA01720
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    20,902,096
    b
    Average of monthly cash balances.......................
    1b
    546,619
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,448,715
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,448,715
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    321,731
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,126,984
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,056,349
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,056,349
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    15,582
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,582
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,040,767
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,040,767
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,040,767
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    799,672
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    799,672
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    799,672
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,040,767
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 21,530
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 79,570
    e From 2013....... 541,661
    fTotal of lines 3a through e......... 642,761
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 799,672
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 799,672
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 241,095 241,095
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 401,666
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		401,666
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 401,666
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    RAYMOND J DUNN III CO DUNN CH FND
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    909 WBUR (NATIONAL PUBLIC RADIO)
    890 COMMONWEALTH AVENUE 3RD FLOOR
    BOSTON,MA02215     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 2,000
    ALLIES AGAINST SLAVERY
    PO BOX 684284
    AUSTIN,TX78768     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 5,000
    ANIMAL RESCUE LEAGUE
    10 CHANDLER STREET
    BOSTON,MA02116     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 2,000
    ARLINGTON STREET CHURCH
    351 BOYLSTON STREET
    BOSTON,MA02116     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 3,900
    AUTISM SPEAKS
    315 TURNPIKE STREET
    NORTH ANDOVER,MA01845     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    BIRTHRIGHT OF FRAMINGHAM INC
    79 MAIN STREET
    FRAMINGHAM,MA01702     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 400
    CALL TO ACTION
    2135 W ROSCOE 1N
    CHICAGO,IL60616     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 300
    CAMBODAIN LIVING ARTS
    228 PARK AVE S 49331
    NEW YORK,NY10003     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 30,000
    CARE DIMENSIONS INC - HOSPICE
    75 SYLVAN STREET SUITE B-102
    DANVERS,MA01923     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 100
    CATHOLIC CHARITIES
    PO BOX 17066
    BALTIMORE,MD21297     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    CATHOLIC RELIEF SERVICES
    228 WEST LEXINGTON STREET
    BALTIMORE,MD212013443     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 1,000
    COMMUNITY DAY CENTER
    34 ALDER STREET
    WALTHAM,MA02453     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 300
    CROHN'S & COLITIS FOUNDATION
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 750
    DIG DEEP WATER
    3308 DESCANSO DRIVE
    LOS ANGELES,CA90026     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 200
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFTS 3,000
    ENGLISH AT LARGE
    800 CUMMINGS PARK DRIVE 5550
    WOBURN,MA01801     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 150
    FINCA
    1201 15TH STREET NW 8TH FLOOR
    WASHINGTON,DC20005     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 300
    FRIENDS OF THE UNBORN
    PO BOX 692246
    QUINCY,MA022692246     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 1,000
    FUND FOR THE CITY OF NEW YORK INC
    121 AVENUE OF THE AMERICAS 6
    NEW YORK,NY10013     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 20,000
    GIRLS EDUCATION AND MENTORING SERVICES
    201 W 148TH STREET
    NEW YORK,NY10039     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 25,000
    HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA317093498     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    HOPE COMMUNITY CENTER
    1016 N PARK AVENUE
    APOPKA,FL32712     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 18,500
    HOUR CHILDREN INC
    36-11 12TH STREET
    LONG ISLAND CITY,NY11106     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 20,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 3,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 300
    LACORDAIRE ACADEMY - ANNUAL FUND
    155 LORRAINE AVENUE
    MONTCLAIR,NJ07043     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 14,200
    LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVE SUITE 310
    WHITE PLAINS,NY10605     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 250
    LINCOLN LAND CONSERVATION TRUST
    145 LINCOLN ROAD SUITE 102A
    LINCOLN,MA01773     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 250
    LINCOLN MCC
    PO BOX 393
    LINCOLN,MA01773     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 200
    LOON PRESERVATION COMMITTEE
    183 LEES MILL ROAD
    MOULTONBOROUGH,NH03254     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 100
    MARIPOSA DR FOUNDATION
    421 NORTH AURORA STREET
    ITHACA,NY14850     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 11,000
    MARIPOSA DR FOUNDATION
    421 NORTH AURORA STREET
    ITHACA,NY14850     		NONE SEC 501(C)(3) PUBLIC DEFRAY COSTS OF TRAVEL AND LODGING FOR THE WINTERIM TRIP BY STUDENTS FROM LAWRENCE ACADEMY 10,000
    MASS AUDUBON
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 700
    MCMULLEN MUSEUM
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 100
    MEDICAL AID TO HAITI
    80 SOUTH MAIN STREET
    WEST HARTFORD,CT06107     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 5,000
    MERCY CENTER INC
    1106 MAIN STREET
    ASBURY PARK,NJ07712     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 10,000
    MIDDLEBURY COLLEGE
    14 OLD CHAPEL ROAD
    MIDDLEBURY,VT05753     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 62,000
    MISSION OF DEEDS INC
    6 CHAPIN AVE
    READING,MA01867     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    NATIONAL MUSEUM OF WOMEN IN THE ARTS
    1250 NEW YORK AVE NW
    WASHINGTON,DC20005     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 450
    NATIONAL WILDLIFE REFUGE ASSOCIATION
    1001 CONNECTICUT AVENUE NW 905
    WASHINGTON,DC20036     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 150
    NEW HAMPSHIRE PUBLIC RADIO
    2 PILLSBURY STREET 6TH FLOOR
    CONCORD,NH03301     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 150
    NEWFOUND LAKE REGION ASSOCIATION
    10 N MAIN STREET UNIT 1
    BRISTOL,NH03222     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 6,100
    NH AUDUBON SOCIETY
    84 SILK FARM ROAD
    CONCORD,NH03301     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    NOTRE DAME MISSION VOLUNTEERS
    5405 LOCH RAVEN BLVD
    BALTIMORE,MD21239     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 1,000
    PAN MASS CHALLENGE
    77 FOURTH AVENUE
    NEEDHAM,MA02494     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 300
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE 3RD FLOOR
    BOSTON,MA02215     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    PAX CHRISTI FUND FOR PEACE
    415 MICHIGAN AVENUE NE BOX 16
    WASHINGTON,DC20017     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 2,000
    PLAN INTERNATIONAL USA - BURIN FASO
    155 PLAN WAY
    WARWICK,RI02886     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 425
    PLAN
    155 PLAN WAY
    WARWICK,RI02886     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 800
    PLANNED PARENTHOOD NYC
    26 BLEECKER STREET
    NEW YORK,NY10012     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    REGIS COLLEGE - CAMPUS MINISTRY
    235 WELLESLEY STREET
    WESTON,MA02493     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 200
    RODMAN COMMUNITY FARM
    58 CODMAN ROAD
    LINCOLN,MA01773     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 125
    ROSTRO DE CRISTO
    66 BROOKS DRIVE
    BRAINTREE,MA02184     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 20,000
    RUNNING START
    95 PRESCOTT STREET
    WORCESTER,MA01605     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 1,750
    SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 125
    ST FRANCIS HOUSE
    39 BOYLSTON STREET
    BOSTON,MA02116     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    ST JULIA PARISH
    374 BOSTON POST ROAD
    WESTON,MA02493     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 2,910
    ST VINCENT DE PAUL SOCIETY
    58 PROGRESS PARKWAY
    MARYLAND HEIGHTS,MO63043     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 200
    SUMMER SEARCH
    3840 WASHINGTON STREET
    BOSTON,MA02130     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    THE CASA PROJECT INC
    100 GROVE STREET 403
    WORCESTER,MA01605     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 35,000
    THE CATHOLIC APPEAL
    66 BROOKS DRIVE
    BRAINTREE,MA02184     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 3,000
    THE DAILY SOURCE LTD
    3327 JAFFA DRIVE
    SARASOTA,FL34239     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 130,000
    THE FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 1,000
    THE INNOCENSE PROJECT
    40 WORTH STREET SUITE 701
    NEW YORK,NY10013     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 250
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 2,000
    THE STELLA ROSIE FOUNDATION INC
    1263 WESTFORD STREET
    CARLISLE,MA017411401     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    TRINITY COLLEGE - ANNUAL FUND
    125 MICHINGAN AVE NW
    WASHINGTON,DC20017     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 10,000
    TRINITY COLLEGE - SECOND CENTURY
    125 MICHINGAN AVE NW
    WASHINGTON,DC20017     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 125,000
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 1,000
    UNITED WAY OF ACTON-BOXBOROUGH
    537 MASSACHUSETTS AVE 101
    ACTON,MA01720     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 1,000
    VILLAGE HELP FOR SOUTH SUDAN
    34 MADISON AVE APT 1
    CAMBRIDGE,MA02140     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 67,500
    VOICE OF THE FAITHFUL INC
    475 HILLSIDE AVENUE
    NEEDHAM HEIGHTS,MA02494     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 300
    WEST SIDE CAMPAIGN AGAINST HUNGER
    263 W 86TH STREET
    NEW YORK,NY10024     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 250
    WGBH (BOSTON PUBLIC BROADCASTING SERVICE)
    ONE GUEST STREET
    BOSTON,MA02135     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 220
    WHAT IF FOUNDATION
    1563 SOLANO AVE
    BERKELEY,CA94707     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 2,500
    WOMANS ORDINATION CONFERENCE
    PO BOX 15057
    WASHINGTON,DC20003     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 300
    ZIP ZAP CIRCUS USA INC
    85 MINE HILL ROAD
    CORNWALL,NY12518     		NONE SEC 501(C)(3) PUBLIC UNRESTRICTED GIFT 500
    Total .................................bullet 3a 672,505
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 25,963  
    4 Dividends and interest from securities....     14 615,708  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 -46,708  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER PORTFOLIO INCOME     14 18,461  
    bDSIHC, LLC RENT INCOME     16 -41,255  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 572,169 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13572,169
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
     
    Employer identification number

    04-3251269
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
          		Employer identification number

    04-3251269
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    LOUISE L DUNN  
    30 NAGOG PARK NO 210
     
    ACTON, MA01720

    		$1,640,363


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    RAYMOND J DUNN III REVOCABLE TRUST  
    30 NAGOG PARK NO 210
     
    ACTON, MA01720

    		$266,519


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    RAYMOND J DUNN III REVOCABLE TRUST  
    30 NAGOG PARK NO 210
     
    ACTON, MA01720

    		$584,736


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    RAYMOND J DUNN III REVOCABLE TRUST  
    30 NAGOG PARK NO 210
     
    ACTON, MA01720

    		$214,600


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    RAYMOND J DUNN III REVOCABLE TRUST  
    30 NAGOG PARK NO 210
     
    ACTON, MA01720

    		$127,075


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    RAYMOND J DUNN III REVOCABLE TRUST  
    30 NAGOG PARK NO 210
     
    ACTON, MA01720

    		$201,700


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
          		Employer identification number

    04-3251269
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
     
     

    RAYMOND J DUNN III REVOCABLE TRUST  
    30 NAGOG PARK NO 210
     
    ACTON, MA01720

    		$132,390


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
          		Employer identification number

    04-3251269
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 61.53 UNITS ISHARES MSCI EAFE INDEX FUND $ 1,640,363 2014-12-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 11,000 UNITS SECTOR SPDR TR SBI INT-FINL SEDOL $ 266,519 2014-12-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 13,437.467 UNITS PARAMETRIC TAX-MAN EMG MK-IN EMERGING MARKETS FUND $ 584,736 2014-12-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 10,000 UNITS ISHARES MSCI AUSTRALIA INDEX FUND $ 214,600 2014-12-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    5
    		 2,300 UNITS ISHARE MSCI SOUTH KOREA CAPPED INDEX FUND $ 127,075 2014-12-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 5,000 UNITS ISHARES FTSE/XINHUA CHINA 25 INDEX FUND $ 201,700 2014-12-12
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
          		Employer identification number

    04-3251269
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    7
    		 9,000 UNITS ISHARES MSCI TAIWAN INDEX FUND $ 132,390 2014-12-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
          		Employer identification number

    04-3251269
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,900 2,725   8,175

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Name of Bond End of Year Book Value End of Year Fair Market Value
    STRATEGIC INCOME OPPORTUNITIES FUND 0 0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES - HEALTHCARE SECTOR 100,254 221,154
    ISHARES - MSCI AUSTRALIA INDEX 316,282 268,664
    ISHARES - MSCI CANADA INDEX 101,124 85,680
    ISHARES - MSCI SNGAPORE INDEX 100,572 96,744
    ISHARES - MSCI S. KOREA INDEX 227,410 233,834
    FEDERAL STREET ASSOCIATES FUND OF FUNDS 132,585 35,325
    JPM CHASE - I SHARES RUSSELL 3000 997,010 2,195,193
    JPM CHASE - I SHARES - DOW JONES DIVIDEND INDEX 1,496,600 2,690,450
    SANFORD C. BERNSTEIN & CO, LLC 2,737,437 1,992,127
    SECTOR SPIDER TRUST - XLF 367,019 385,280
    EATON VANCE EMERGING MKTS FUND 692,108 567,249
    JP MORGAN INFRASTRUCTURE 944,551 945,919
    ISHARES - TECH. SECTOR 500,893 816,255
    ISHARES - INDUSTRIAL SECTOR 501,151 705,509
    ISHARES - DOW JONES INDUSTRIAL INDEX 1,508,132 2,241,423
    VANGUARD MSCI EMERGING MARKET ETF 301,886 222,976
    VANGUARD FTSE EUROPE 498,630 429,660
    WISDOM TREE JAPAN HEDGE EQUITY 198,617 229,147
    JP MORGAN CAPITAL PREFERRED 154,000 152,158
    AVENUE EUROPE 470,879 448,633
    JPM TAP EMERGING MARKETS PORTFOLIO INVESTMENT ACCOUNT 975,377 882,721
    ISHARES - FTSE / XINHUA CHINA 25 FUND 201,700 191,350
    ISHARES- MSCI EAFE INDEX ETF 1,640,363 1,656,081
    ISHARES- MSCI TAIWAN INDEX 132,390 125,100

    TY 2014 InvestmentsOtherSchedule2
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHASE - BATTERY PARK HYCDO AT COST 490,840 100
    HLM VENTURE PARTNERS LP AT COST 242,505 130,935
    DSIHC LLC- HARDWARE CITY LEASE AT COST 1,583,111 1,583,111
    HIGHBRIDGE MEZZANINE AT COST 427,308 270,462
    BLACKSTONE REAL ESTATE DEBT FUND AT COST 276,113 122,276
    ENCAP FLATROCK MIDSTREAM ENERGY FUND AT COST 113,654 149,914
    MARIPOSA DR FOUNDATION LOAN AT COST 150,000 150,000
    SUNGATE SOLAR HOLDING LLC AT COST 302,174 302,174
    GSO ENERGY OPPORTUNITIES FUND AT COST 184,256 166,667

    TY 2014 OtherExpensesSchedule
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 500 125   375
    WIRE/BANK FEES 55 14   41
    INVESTMENT MANAGEMENT FEES AND OTHER DEDUCTIONS 32,101 8,025   24,076
    OTHER NON-DEDUCTIBLE 1,014 0   0


    TY 2014 OtherIncomeSchedule2
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER PORTFOLIO INCOME 18,461 18,461 18,461
    DSIHC, LLC RENT INCOME -41,255 -41,255 -41,255


    TY 2014 SubstantialContributorsSch
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Name Address
    RAYMOND J DUNN C0 RAYMOND J DUNN II 30 NAGOG PARK NO 210
    ACTON,MA01720
    LOUISE L DUNN CO DUNN FAMILY CHARIT 30 NAGOG PARK NO 210
    ACTON,MA01720


    TY 2014 TaxesSchedule
    Name:
    DUNN FAMILY CHARITABLE FOUNDATION CO AHI
    EIN: 04-3251269
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 7,016 0   0