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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
GEORGE H DUNKLIN JR CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1920 S MAIN ST NO 103
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STUTTGART, AR72160
A Employer identification number

68-6213253
B Telephone number (see instructions)

(870) 946-4549
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,496,581
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 830,212
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 297,848 297,848  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,231
b Gross sales price for all assets on line 6a 1,963,712
7 Capital gain net income (from Part IV, line 2)... 137,231
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).......      
12 Total. Add lines 1 through 11........ 1,265,291 435,079  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 18,103 9,052   0
b Accounting fees (attach schedule)....... 50,390 25,195   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,743 812   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 39,027 19,514   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,263 54,573   0
25 Contributions, gifts, grants paid....... 968,024 968,024
26 Total expenses and disbursements. Add lines 24 and 25 1,079,287 54,573   968,024
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 186,004
b Net investment income (if negative, enter -0-) 380,506
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 36,441 19,569 19,569
2 Savings and temporary cash investments......... 1,560,578 606,114 606,114
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)....... 2,113,348 Click to see attachment2,077,637 3,665,210
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,592,321 Click to see attachment11,783,147 15,205,688
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) 14,302,688 14,486,467 19,496,581
Liabilities 17 Accounts payable and accrued expenses.......... 2,225  
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)......... 2,225 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 14,300,463 14,486,467
29 Total net assets or fund balances (see instructions)..... 14,300,463 14,486,467
30 Total liabilities and net assets/fund balances (see instructions). 14,302,688 14,486,467
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,300,463
2
Enter amount from Part I, line 27a .....................
2
186,004
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,486,467
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 29 .
6
14,486,467
Form 990-PF (2020)
Form 990-PF (2020)
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 INVESCO EXCHANGE TRADED FD P   2020-09-18
b INVESCO EXCHANGE TRADED FD P   2020-09-01
c SPDR S&P DIVIDEND ETF P   2020-05-27
d INVESCO EXCHANGE TRADED FD P   2020-09-18
e INVESCO EXCHANGE TRADED FD P   2020-09-01
SPDR S&P DIVIDEND ETF P   2020-05-27
SELECT SECTOR SPDR TR P   2020-09-18
INVESCO COMSTOCK P   2020-05-28
BRIDGE BUILDER LARGE VALUE P   2020-12-29
H&W MID CAP VALUE Z P   2020-03-27
PGIM HIGH YIELD P   2020-12-29
TRP INTERNATIONAL STOCK P   2020-12-29
INVESCO COMSTOCK P   2020-05-28
ARTISAN INTL VALUE I P   2020-12-31
BRIDGE BUILDER CORE BOND P   2020-12-31
BRIDGE BUILDER LARGE GROWTH P   2020-12-31
BRIDGE BUILDER SMALL/MID GRW P   2020-12-31
BRIDGE BUILDER SMALL/MID VALUE P   2020-12-31
BRIDGE BUILDER INTL EQUITY P   2020-12-31
BRIDGE BUILDER CORE PLUS BOND P   2020-12-31
DELAWARE U.S. GROWTH I P   2020-12-31
DELAWARE SMALL CAP VALUE I P   2020-12-31
DODGE & COX STOCK P   2020-12-31
AMERICAN FUNDAMENTAL INV P   2020-12-31
H&W MID CAP VALUE Z P   2020-03-27
AMERICAN INTL GROWTH & INC P   2020-12-29
MFS VALUE P   2020-12-29
PIMCO HIGH YIELD I P   2020-12-29
PRIMECAP ODYSSEY STOCK P   2020-12-29
TRP INTERNATIONAL DISCOVERY P   2020-12-29
TRP SMALL-CAP VALUE I P   2020-12-29
CISCO SYSTEMS INC P   2020-08-28
EXXON MOBIL CORP P   2020-11-27
INVESCO EXCHANGE TRADED FD P   2020-08-28
INVESCO EXCHANGE TRADED FD P   2020-08-28
PRIMECAP ODYSSEY GROWTH P   2020-07-15
TRP EQUITY INCOME I P   2020-07-08
TRP SMALL-CAP VALUE I P   2020-08-28
WALGREENS BOOTS ALLIANCE INC P   2020-06-10
EXXON MOBIL CORP P   2020-11-27
AMERICAN FUNDAMENTAL INV P   2020-08-28
INVESCO EXCHANGE TRADED FD P   2020-08-28
INVESCO EXCHANGE TRADED FD P   2020-08-28
PRIMECAP ODYSSEY GROWTH P   2020-12-31
TRP EQUITY INCOME I P   2020-07-08
TRP SMALL-CAP VALUE I P   2020-08-28
WALGREENS BOOTS ALLIANCE INC P   2020-06-10
EXXON MOBIL CORP P   2020-11-27
TRP EQUITY INCOME I P   2020-07-08
PRIOR YEAR REALIZED CAPITAL LOSS P   2020-12-31
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 2,539   2,770 -231
b 1,239   1,445 -206
c 1,808   1,865 -57
d 87,355   90,480 -3,125
e 36,496   45,501 -9,005
60,316   52,839 7,477
4,970   4,622 348
29,844   37,973 -8,129
29,051   23,490 5,561
2,904   6,290 -3,386
5,421   5,006 415
22,311   17,847 4,464
149,107   189,721 -40,614
107,576   120,835 -13,259
57,751   55,423 2,328
74,721   50,835 23,886
56,904   37,500 19,404
40,395   32,314 8,081
50,237   39,609 10,628
22,000   21,848 152
29,993   29,035 958
33,430   35,413 -1,983
28,819   27,006 1,813
23,894   19,949 3,945
21,027   45,543 -24,516
35,664   29,269 6,395
25,097   20,233 4,864
4,943   4,958 -15
16,365   12,127 4,238
42,265   35,359 6,906
26,270   22,917 3,353
43,025   46,494 -3,469
3,362   4,223 -861
1,105   1,151 -46
716   814 -98
5,540   5,341 199
13,517   16,815 -3,298
1,285   1,430 -145
802   952 -150
22,432   47,008 -24,576
41,289   33,905 7,384
38,015   43,112 -5,097
21,079   28,800 -7,721
105,847   103,465 2,382
138,026   171,699 -33,673
26,796   29,802 -3,006
23,564   35,588 -12,024
24,957   43,581 -18,624
28,541   24,458 4,083
    67,821 -67,821
293,102     293,102
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       -231
b       -206
c       -57
d       -3,125
e       -9,005
      7,477
      348
      -8,129
      5,561
      -3,386
      415
      4,464
      -40,614
      -13,259
      2,328
      23,886
      19,404
      8,081
      10,628
      152
      958
      -1,983
      1,813
      3,945
      -24,516
      6,395
      4,864
      -15
      4,238
      6,906
      3,353
      -3,469
      -861
      -46
      -98
      199
      -3,298
      -145
      -150
      -24,576
      7,384
      -5,097
      -7,721
      2,382
      -33,673
      -3,006
      -12,024
      -18,624
      4,083
      -67,821
      293,102
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 2 137,231
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,289
c All other domestic foundations enter 1.39% 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 5,289
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 5,289
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 769
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 2021 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 the instructions
for the 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)
    bulletAR
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletLLOYD BROSIUS Telephone no.bullet (870) 673-1110

    Located atbullet1920 S MAIN STE 103STUTTGARTAR ZIP+4bullet72160
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    GEORGE H DUNKLIN JR TRUSTEE
    1.00
    0 0 0
    63 DUNKLIN LANE
    STUTTGART,AR72160
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    15,692,301
    b
    Average of monthly cash balances.......................
    1b
    842,710
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,535,011
    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
    16,535,011
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    248,025
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,286,986
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    814,349
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    814,349
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,289
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,289
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    809,060
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    809,060
    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
    809,060
    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
    968,024
    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
    968,024
    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
    968,024
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 809,060
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 561,927
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 968,024
    a Applied to 2019, but not more than line 2a 561,927
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    Click to see attachment0
    d Applied to 2020 distributable amount..... 406,097
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    402,963
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    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 (2020)
    Form 990-PF (2020)
    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
    ACCESS GROUP INC
    10618 BRECKENRIDGE DR
    LITTLE ROCK,AR72211
    NONE PUBLIC UNDESIGNATED 10,000
    AG COUNCIL TRUST PRES SCHOLARSHIP
    PO BOX 250909
    LITTLE ROCK,AR72225
    NONE PUBLIC UNDESIGNATED 10,000
    ARKANSAS CHILDREN'S HOSPITAL FOUNDATION
    1 CHILDRENS WAY SLOT 661
    LITTLE ROCK,AR72202
    NONE PUBLIC UNDESIGNATED 100,000
    ARKANSAS COUNTY 4-H FOUNDATION
    220 WEST CROSS
    DEWITT,AR72042
    NONE PUBLIC UNDESIGNATED 250
    ARKANSAS FOOD BANK
    4301 W 65TH STREET
    LITTLE ROCK,AR72209
    NONE PUBLIC UNDESIGNATED 125
    ARKANSAS GAME & FISH FOUNDATION
    2 NATURAL RESOURCES DRIVE
    LITTLE ROCK,AR72205
    NONE PUBLIC UNDESIGNATED 5,000
    ARKANSAS POLICY FOUNDATION
    111 CENTER STREET 1200
    LITTLE ROCK,AR72201
    NONE PUBLIC UNDESIGNATED 20,000
    ARTS CENTER OF THE GRAND PRAIRIE
    108 WEST 12TH STREET
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 250
    BOY SCOUTS OF AMERICA
    3220 CANTRELL ROAD
    LITTLE ROCK,AR72202
    NONE PUBLIC UNDESIGNATED 250
    CENTRAL FLYING SERVICE
    1501 BOND AVE
    LITTLE ROCK,AR72202
    NONE PUBLIC UNDESIGNATED 3,807
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120
    NONE PUBLIC UNDESIGNATED 124,062
    EASTER SEALS
    3920 WOODLAND HEIGHTS ROAD
    LITTLE ROCK,AR72212
    NONE PUBLIC UNDESIGNATED 11,000
    ECONOMICS ARKANSAS
    PO BOX 3447
    LITTLE ROCK,AR72203
    NONE PUBLIC UNDESIGNATED 10,000
    FIGHT LIKE A KID
    6219 WILBURN RD
    WILBURN,AR72179
    NONE PUBLIC UNDESIGNATED 2,500
    FIRST UNITED METHODIST CHURCH
    307 E 4TH ST
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 65,250
    FIVE OAKS AG & RESEARCH CENTER
    1920 SOUTH MAIN STREET SUITE 103
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 300,250
    HEARTLIGHT MINISTRIES FOUNDATION
    7345 E HWY 80
    HALLSVILLE,TX75650
    NONE PUBLIC UNDESIGNATED 50,000
    HUMPHREY CHURCH OF CHRIST
    1171 ALCORN GILL RD
    HUMPHREY,AR72073
    NONE PUBLIC UNDESIGNATED 250
    JOHN 316 MINISTRIES
    150 HOLMES RD
    CHARLOTTE,NC72522
    NONE PUBLIC UNDESIGNATED 200
    JOHN ED MATHISON LEADERSHIP MINISTRIES
    4131 CARMICHAEL ROAD
    MONTGOMERY,AL36106
    NONE PUBLIC UNDESIGNATED 2,500
    JPMPC LLC
    PO BOX 26114
    BIRMINGHAM,AL35260
    NONE PUBLIC UNDESIGNATED 16,000
    JRMC FOUNDATION
    1600 WEST 40TH AVE
    PINE BLUFF,AR71603
    NONE PUBLIC UNDESIGNATED 17,704
    KIWANIS CLUB
    PO BOX 323
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 500
    KNIGHTS OF COLUMBUS
    1101 S PARK AVE
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 300
    LIGHTHOUSE CHURCH
    2009 SOUTH OAK STREET
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 10,000
    MUSEUM OF ARKANSAS GRAND PRAIRIE
    921 E 4TH
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 5,000
    OTERI JUNIOR COLLEGE
    1802 COLORADO AVE
    LA JUNTA,CO81050
    NONE PUBLIC UNDESIGNATED 500
    OUACHITA BAPTIST UNIVERSITY
    410 OUACHITA ST
    ARKADELPHIA,AR71998
    NONE PUBLIC UNDESIGNATED 12,500
    OUR HOUSE INC
    302 E ROOSEVELT RD
    LITTLE ROCK,AR72206
    NONE PUBLIC UNDESIGNATED 5,000
    PINE BLUFF COUNTRY CLUB
    1100 W 46TH AVE
    PINE BLUFF,AR71603
    NONE PUBLIC UNDESIGNATED 2,328
    PREVENTION EDUCATION PROGRAMS INC
    1215 MANGROVE AVENUE
    CHICO,CA95926
    NONE PUBLIC UNDESIGNATED 1,000
    RAZORBACK FOUNDATION INC
    1295 S RAZORBACK ROAD STE A
    FAYETTEVILLE,AR72701
    NONE PUBLIC UNDESIGNATED 60,000
    ROTARY CLUB
    PO BOX 595
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 7,700
    SOUTHEAST ARKANSAS COLLEGE FOUNDATION
    1900 HAZEL STREET
    PINE BLUFF,AR71603
    NONE PUBLIC UNDESIGNATED 25,000
    STUTTGART LIONS CLUB
    PO BOX 35
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 2,500
    STUTTGART MEMORIAL HOSPITAL FOUNDATION
    PO BOX 1905
    STUTTGART,AR72160
    NONE PUBLIC UNDESIGNATED 3,500
    SWAMP ANGEL MINISTRIES
    200 N TIMBERLANE DR
    EL DORADO,AR71730
    NONE PUBLIC UNDESIGNATED 2,000
    THE ARTS & SCIENCE CENTER FOR SOUTHEAST ARKANSAS
    701 S MAIN ST 4903
    PINE BLUFF,AR71601
    NONE PUBLIC UNDESIGNATED 250
    UAMS FOUNDATION FUND
    4301 WEST MARKHAM STREET
    LITTLE ROCK,AR72205
    NONE PUBLIC UNDESIGNATED 12,057
    UNIVERSITY OF MEMPHIS FOUNDATION
    635 NORMAL STREET
    MEMPHIS,TN38152
    NONE PUBLIC UNDESIGNATED 25,000
    VANGUARD PREPARATORY SCHOOL
    4240 SIGMA ROAD
    DALLAS,TX75244
    NONE PUBLIC UNDESIGNATED 27,991
    WOLFE STREET FOUNDATION
    1015 S LOUISIANA ST
    LITTLE ROCK,AR72202
    NONE PUBLIC UNDESIGNATED 2,500
    TALL TIMBERS
    13093 HENRY BEADEL DRIVE
    TALLAHASSEE,FL32312
    NONE PUBLIC UNDESIGNATED 10,000
    ARKANSAS 30 DAY FUND
    1314 RUGBY ROAD
    CHARLOTTESVILLE,VA22903
    NONE PUBLIC UNDESIGNATED 3,000
    Total .................................bullet 3a 968,024
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........
             
    4 Dividends and interest from securities....     14 297,848  
    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 ............
        18 137,231  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 435,079 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    435,079
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    GEORGE H DUNKLIN JR CHARITABLE
    FOUNDATION
    Employer identification number

    68-6213253
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    GEORGE H DUNKLIN JR CHARITABLE
    FOUNDATION
    Employer identification number
    68-6213253
    Part I
    Contributors
    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
    GHD JR DESCENDANTS CHARITABLE LEAD ANNUITY TRUST
     
    63 DUNKLIN LANE
     
    STUTTGART, AR72160

    $ 830,212


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    GEORGE H DUNKLIN JR CHARITABLE
    FOUNDATION
    Employer identification number

    68-6213253
    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
     
    $    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    GEORGE H DUNKLIN JR CHARITABLE
    FOUNDATION
    Employer identification number

    68-6213253
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    GEORGE H DUNKLIN JR CHARITABLE
     
    FOUNDATION
    EIN:
    68-6213253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 48,440 24,220   0
    TAX PREPARATION FEES 1,950 975   0

    TY 2020 DistributionFromCorpusElection
    Name:
    GEORGE H DUNKLIN JR CHARITABLE
     
    FOUNDATION
    EIN:
    68-6213253
    Election:
    THE TAXPAYER HEREBY ELECTS UNDER REGS. SECTION 53.4942(A)-3(D)(2)TO DESIGNATE $30,984 OF THE QUALIFYING DISTRIBUTIONS MADE DURING 2013 IN EXCESS OF THE UNDISTRIBUTED AMOUNT FROM 2012 OF $260,576 AS BEING MADE FROM CORPUS. - N/A FOR 2013

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GEORGE H DUNKLIN JR CHARITABLE
     
    FOUNDATION
    EIN:
    68-6213253
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS EDWARD JONES #7117 1,784,650 3,305,858
    STOCKS EDWARD JONES #8410 292,987 359,352

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GEORGE H DUNKLIN JR CHARITABLE
     
    FOUNDATION
    EIN:
    68-6213253
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS EDWARD JONES #7117 AT COST 6,135,862 8,169,919
    MUTUAL FUNDS EDWARD JONES #0715 AT COST 1,544,106 1,907,543
    MUTUAL FUNDS EDWARD JONES #8410 AT COST 3,997,069 5,128,226
    GUN AND ART COLLECTABLES AT COST 106,110 0

    TY 2020 LegalFeesSchedule
    Name:
    GEORGE H DUNKLIN JR CHARITABLE
     
    FOUNDATION
    EIN:
    68-6213253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 18,103 9,052   0


    TY 2020 OtherExpensesSchedule
    Name:
    GEORGE H DUNKLIN JR CHARITABLE
     
    FOUNDATION
    EIN:
    68-6213253
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ACCOUNT FEES 39,027 19,514   0


    TY 2020 TaxesSchedule
    Name:
    GEORGE H DUNKLIN JR CHARITABLE
     
    FOUNDATION
    EIN:
    68-6213253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,624 812   0
    EXCISE TAXES 2,119 0   0