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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
DUNN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1001 LOCUST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64106
A Employer identification number

43-1244010
B Telephone number (see instructions)

(816) 474-8600
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$1,129,917J 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) 202,584
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,465 3,465  
4 Dividends and interest from securities... 14,014 14,014  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,370
b Gross sales price for all assets on line 6a 381,668
7 Capital gain net income (from Part IV, line 2)... 82,370
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........ 302,433 99,849 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 14,218 4,151 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,218 4,151 0 0
25 Contributions, gifts, grants paid....... 166,500 166,500
26 Total expenses and disbursements. Add lines 24 and 25 180,718 4,151 0 166,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 121,715
b Net investment income (if negative, enter -0-) 95,698
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 58,962 197,963 197,963
2 Savings and temporary cash investments......... 13,710 18,974 18,974
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)....... 490,414 Click to see attachment353,484 612,739
c Investments—corporate bonds (attach schedule)....... 131,904 Click to see attachment198,271 191,097
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 125,300 Click to see attachment125,300 109,144
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) 820,290 893,992 1,129,917
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 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........ 898,573 820,290
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -78,283 73,702
29 Total net assets or fund balances (see instructions)..... 820,290 893,992
30 Total liabilities and net assets/fund balances (see instructions). 820,290 893,992
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
820,290
2
Enter amount from Part I, line 27a .....................
2
121,715
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
942,005
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
48,013
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
893,992
Form 990-PF (2021)
Form 990-PF (2021)
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 ALPHABET INC CLASS C P 2020-06-30 2021-08-25
b HANESBRANDS INC P 2020-06-30 2021-08-25
c HONEYWELL INTL INC P 2020-06-30 2021-08-25
d ISHARES RUSSELL 2000 VALUE ETF P 2020-06-30 2021-08-25
e MOTOROLA SOLUTIONS INC P 2020-06-30 2021-08-25
ORGANON & CO P 2020-06-30 2021-08-25
PARKER-HANNIFIN CP P 2020-06-30 2021-08-25
MATERIALS SELECT SECTOR SPDR TRUST ETF P 2020-06-30 2021-08-13
MATERIALS SELECT SECTOR SPDR TRUST ETF P 2020-06-30 2021-08-25
AMAZON COM INC P 2020-06-30 2021-09-24
BROADRIDGE FINANCIAL SOL P 2020-06-30 2021-09-20
JOHNSON AND JOHNSON P 2020-06-30 2021-09-20
LOCKHEED MARTIN CORP P 2020-06-30 2021-09-20
MERCK & CO INC P 2020-06-30 2021-09-20
VERIZON COMMUNICATIONS P 2020-06-30 2021-09-24
LOCKHEED MARTIN CORP P 2020-06-30 2021-10-13
NASDAQ INC P 2020-06-30 2021-10-01
WHIRLPOOL CORP P 2020-06-30 2021-10-01
COMMERCE BOND FUND #333 P 2020-06-30 2021-10-12
BAXTER INTERNATIONAL INC P 2020-06-30 2021-11-26
FLEETCOR TECHNOLOGIES INC P 2020-06-30 2021-11-26
LOCKHEED MARTIN CORP P 2020-06-30 2021-11-30
MICROSOFT CORP P 2020-06-30 2021-11-26
PROCTER & GAMBLE CO P 2020-06-30 2021-11-26
QUALCOMM INC P 2020-06-30 2021-11-30
FIDELITY NATIONAL INFORMATION SERVICES P 2020-06-30 2022-01-10
UBER TECHNOLOGIES INC P 2020-06-30 2022-01-10
FIRST REPUBLIC BANK/SAN FRAN P 2020-06-30 2022-02-01
JP MORGAN CHASE & CO P 2020-06-30 2022-03-24
MORGAN STANLEY DEAN WITTER & CO P 2020-06-30 2022-03-24
VERTIV HOLDINGS LLC P 2020-06-30 2022-03-24
PEPSICO INC P 2020-06-30 2022-03-07
VALVOLINE INC P 2020-06-30 2022-06-23
US BANCORP P 2020-06-30 2022-06-15
COMMERCE BOND FUND #333 P 2020-06-30 2021-12-06
COMMERCE BOND FUND #333 P 2021-06-30 2021-12-06
(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 14,168   1,656 12,512
b 8,998   9,408 -410
c 8,041   4,141 3,900
d 20,777   20,277 500
e 5,964   4,369 1,595
391   333 58
8,850   9,425 -575
7,740   5,448 2,292
10,574   7,261 3,313
16,899   4,452 12,447
11,837   9,784 2,053
10,700   3,328 7,372
5,136   4,314 822
8,609   6,735 1,874
12,168   11,993 175
7,041   5,390 1,651
7,717   2,742 4,975
5,293   3,160 2,133
5,000   5,010 -10
11,739   12,302 -563
10,767   13,358 -2,591
3,401   2,695 706
3,305   200 3,105
9,693   2,420 7,273
16,757   10,789 5,968
8,778   6,046 2,732
12,014   8,533 3,481
12,444   7,828 4,616
4,291   2,550 1,741
4,218   2,138 2,080
5,912   8,433 -2,521
50,000   50,863 -863
2,446   1,957 489
50,000   50,186 -186
      206
      20
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       12,512
b       -410
c       3,900
d       500
e       1,595
      58
      -575
      2,292
      3,313
      12,447
      2,053
      7,372
      822
      1,874
      175
      1,651
      4,975
      2,133
      -10
      -563
      -2,591
      706
      3,105
      7,273
      5,968
      2,732
      3,481
      4,616
      1,741
      2,080
      -2,521
      -863
      489
      -186
      206
      20
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 82,370
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 20
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,330
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 1,330
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,247
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 2,247
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 917
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet917 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletNANCY PHELPS Telephone no.bullet (816) 474-8600

    Located atbullet1001 LOCUSTKANSAS CITYMO ZIP+4bullet64106
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    WILLIAM H DUNN SR CHAIRMAN/DIRECTOR
    1.00     		0 0 0
    53 COVENTRY COURT
    PRAIRIE VILLAGE,KS66208
    ROBERT P DUNN CHAIRMAN/DIRECTOR
    1.00     		0 0 0
    8943 CEDAR DRIVE
    PRAIRIE VILLAGE,KS66207
    KEVIN A DUNN DIRECTOR
    1.00     		0 0 0
    8901 CATALINA DRIVE
    PRAIRIE VILLAGE,KS66207
    AMY BILLINGS DIRECTOR
    1.00     		0 0 0
    418 N OLIVIA AVE
    LAWRENCE,KS66049
    KATIE DUNN FITZGERALD DIRECTOR
    1.00     		0 0 0
    8401 DELMAR LANE
    PRAIRIE VILLAGE,KS66207
    JOE DUNN DIRECTOR
    1.00     		0 0 0
    228 W 4TH STREET 201
    KANSAS CITY,MO64105
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 N/A 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    919,572
    b
    Average of monthly cash balances.......................
    1b
    153,136
    c
    Fair market value of all other assets (see instructions)................
    1c
    109,144
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,181,852
    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
    1,181,852
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    17,728
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,164,124
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    58,206
    Part X
    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 IX, line 6..................
    1
    58,206
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,330
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,330
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    56,876
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    56,876
    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 XII, line 1 ...
    7
    56,876
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 56,876
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 470,407
    b From 2017...... 914,194
    c From 2018...... 676,571
    d From 2019......  
    e From 2020...... 243,407
    f Total of lines 3a through e ........ 2,304,579
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 166,500
    a Applied to 2020, 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 2021 distributable amount..... 56,876
    e Remaining amount distributed out of corpus 109,624
    5 Excess distributions carryover applied to 2021. 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 2,414,203
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		470,407
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,943,796
    10 Analysis of line 9:
    a Excess from 2017.... 914,194
    b Excess from 2018.... 676,571
    c Excess from 2019....  
    d Excess from 2020.... 243,407
    e Excess from 2021.... 109,624
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 e-mail address of the person to whom applications should be addressed:
    MARIA O'CONNOR GRANT SPECIALIST
    1001 LOCUST ST
    KANSAS CITY,MO64106
    (816) 474-8600
    MARIA.OCONNOR@JEDUNN.COM
    bThe form in which applications should be submitted and information and materials they should include:
    MISSION, GOALS AND OBJECTIVES OF THE ORGANIZATION INTENDED USE OF FUNDS AND PROJECTED OUTCOMES LIST OF BOARD MEMBERS MAJOR FUNDING SOURCES IRS 501(C)3 DETERMINATION LETTER AUDITED FINANCIALS (FOR AT LEAST THE PAST YEAR)
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ADVICE & AID PREGNANCY CENTERS
    10901 GRANADA LN
    OVERLAND PARK,KS66211     		  PC ADVICE & AID SERVICES FOR PREGNANT WOMEN 500
    ALEXANDRAS HOUSE
    638 W 39TH TERRACE
    KANSAS CITY,MO64111     		  PC ABNORMAL PREGNANCY HELP PROGRAMS 1,000
    BISHOP SULLIVAN CENTER INC
    6435 E TRUMAN RD
    KANSAS CITY,MO64126     		  PC FOOD PROGRAMS, JOB SEARCH PROGRAMS, AND PERSONAL SERVICE PROGRAMS 500
    CATHOLIC EDUCATION FOUNDATION
    12615 PARALLEL PARKWAY
    KANSAS CITY,KS66109     		  PC PROVIDES SCHOLARSHIPS FOR CATHOLIC SCHOOLS IN KANSAS CITY KANSAS 5,000
    COMMUNITY HOUSING OF WYANDOTTE COUNTY
    2 S 14TH ST
    KANSAS CITY,KS66102     		  PC BUILD / RENNOVATE HOMES IN WYANDOTTE COUNTY, KS 100,000
    GABRIEL PROJECT KANSAS CITY
    3021 N 54TH ST
    KANSAS CITY,KS66104     		  PC UNPLANNED PREGNANCY HELP PROGRAMS 10,000
    HAPPYBOTTOMS
    303 W 79TH ST
    KANSAS CITY,MO64114     		  PC DIAPERS FOR FAMILIES IN NEED 5,000
    HOMEBOY INDUSTRIES
    130 W BRUNO ST
    LOS ANGELES,CA90012     		  PC REHABILITATION FOR FORMER GANG MEMBERS 500
    HOPE FAITH MINISTRIES INC
    705 VIRGINIA AVE
    KANSAS CITY,MO64106     		  PC DAYTIME HOMELESS CENTER 2,500
    KANBES MARKET
    3119 TERRACE ST
    KANSAS CITY,MO64111     		  PC TRANSPORTATION OF HEALTHY FOOD 2,000
    KANSAS CITY PET PROJECT
    7077 ELMWOOD AVE
    KANSAS CITY,MO64132     		  PC ANIMAL ADOPTION / CARE FOR HOMELESS ANIMALS 1,500
    KC WOMENS MINISTRY
    6219 E 108TH ST
    KANSAS CITY,MO64134     		  PC DOULA SUPPORT, BIRTH AND PARENTHOOD EDUCATION 5,000
    MATTHEW 19 14 INC DBA EMBRACE
    8900 STATE LINE ROAD STE 500
    LEAWOOD,KS66206     		  PC SPECIAL NEEDS PROGRAM 10,000
    MO HIVES KC
    2825 SW MUIR DR
    LEES SUMMIT,MO64081     		  PC BEEKEEPING EDUCATION 1,500
    NATIONAL PARKINSON FOUNDATION
    1501 NW 9TH AVENUE / BOB HOPE ROAD
    MIAMI,FL33136     		  PC PARKINSONS DISEASE RESEARCH AND RESOURCES 5,000
    RECONCILIATION SERVICES
    3101 TROOST AVE
    KANSAS CITY,MO64109     		  PC CITY REVITALIZATION 1,000
    RESTART INC
    918 E 9TH ST
    KANSAS CITY,MO64106     		  PC HOUSING FOR THE HOMELESS 2,500
    THE AIDAN PROJECT
    500 WESTPORT ROAD
    KANSAS CITY,MO64111     		  PC EARLY INTERVENTION SERVICES 2,000
    THE AIDAN PROJECT
    500 WESTPORT ROAD
    KANSAS CITY,MO64111     		  PC EARLY INTERVENTION SERVICES 5,000
    THE COMMUNITY FOUNDATION OF TH
    301 JUNCTION HWY
    KERRVILLE,TX78028     		  PC RELIEF FOR VICTIMS FAMILIES FROM UVALDE SCHOOL SHOOTING 1,000
    UPPER ROOM INC
    300 E 39TH STREET SUITE 2M
    KANSAS CITY,MO64111     		  NC SPIRITUAL RESOURCES 5,000
    Total .................................bullet 3a 166,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 3,465  
    4 Dividends and interest from securities ....          
    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 82,370  
    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 99,849 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    99,849
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    DUNN FAMILY FOUNDATION
     
    Employer identification number

    43-1244010
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    DUNN FAMILY FOUNDATION
          		Employer identification number
    43-1244010
    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
    STEPHEN P DUNN
    5401 PAWNEE LANE
     
    FAIRWAY, KS66205

    		$ 20,728


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    STEPHEN P DUNN
    5401 PAWNEE LANE
     
    FAIRWAY, KS66205

    		$ 31,856


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    DFP LLC
     
    1001 LOCUST ST
     
    KANSAS CITY, MO64106

    		$ 150,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    DUNN FAMILY FOUNDATION
          		Employer identification number

    43-1244010
    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
    		 APPLE INC SHARES $ 20,728 2021-12-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 MICROSOFT INC SHARES $ 31,856 2021-12-10
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    DUNN FAMILY FOUNDATION
          		Employer identification number

    43-1244010
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    DUNN FAMILY FOUNDATION
    EIN:
    43-1244010
    Category Amount
    N/A 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    DUNN FAMILY FOUNDATION
    EIN:
    43-1244010
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMMERCE BOND FUND 169,506 164,183
    FIDELITY ADVISOR FLOATING RATE 28,765 26,914

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DUNN FAMILY FOUNDATION
    EIN:
    43-1244010
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 9,327 9,235
    ALLY FINANCIAL INC 9,306 7,707
    ALPHABET INC CLASS C 3,312 21,875
    AMAZON COM INC 7,807 23,366
    AMETEK AEROSPACE PRODS INC 8,154 10,440
    APPLE INC 9,120 62,754
    BECTON DICKINSON & COMPANY 9,090 11,094
    BLACKROCK INC 5,740 9,136
    CHARTER COMMUNICATIONS INC A 6,362 7,028
    COOPER COS INC 3,940 6,262
    CROWN CASTLE INTERNATIONAL CORP 9,664 12,629
    DANAHER CORP 2,537 8,873
    EATON CORP PLC 4,753 11,339
    EMBECTA CORP 213 228
    FIDELITY NATIONAL INFORMATION 6,449 7,334
    HONEYWELL INTL INC 2,367 3,476
    ISHARES BIOTECHNOLOGY ETF 10,665 12,351
    JP MORGAN CHASE & CO 11,050 14,639
    KEYSIGHT TECHNOLOGIES INC 5,160 10,339
    LOWES COMPANIES INC 6,128 13,100
    LPL FINANCIAL HOLDINGS INC 8,954 10,146
    MATERIALS SELECT SECTOR 3,472 4,416
    MCDONALDS CORP 9,100 13,578
    MCKESSON CORPORATION 4,493 4,893
    META PLATFORMS INC 11,017 12,094
    MICROSOFT CORP 4,954 58,814
    MONDELEZ INTERNATIONAL INC 8,610 12,108
    MORGAN STANLEY DEAN WITTER & CO 11,238 18,635
    MOTOROLA SOLUTIONS INC 6,348 8,384
    NASDAQ INC 3,427 7,627
    NEXTERA ENERGY INC 903 9,683
    P P G INDS INC 9,016 7,432
    PEPSICO INC 8,479 12,500
    PIONEER NAT RES CO 17,402 23,423
    PROLOGIS INC 8,057 7,647
    PULTE HOMES INC 12,384 10,304
    RAYTHEON TECHNOLOGIES CORP 11,714 12,494
    REGAL REXNORD CORPORATION 11,574 14,758
    STRYKER CORP 8,128 6,961
    TEXAS INSTRUMENTS INC 12,537 17,670
    THERMO FISHER CORP 672 10,866
    T-MOBILE US INC 13,871 16,818
    TRAVEL AND LEISURE CO 9,752 6,599
    TRUIST FINANCIAL CORPORATION 7,919 8,775
    UNION PACIFIC CORP 6,855 13,863
    VALVOLINE INC 6,560 8,217
    VISA INC CLASS A SHARES 4,904 10,829

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DUNN FAMILY FOUNDATION
    EIN:
    43-1244010
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIFE INSURANCE AT COST 125,300 109,144

    TY 2021 OtherDecreasesSchedule
    Name:
    DUNN FAMILY FOUNDATION
    EIN:
    43-1244010
    Description Amount
    QUALIFIED APPRECIATED STOCK CONTRIBUTION 48,013


    TY 2021 OtherExpensesSchedule
    Name:
    DUNN FAMILY FOUNDATION
    EIN:
    43-1244010
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEE 4,151 4,151 0 0
    LIFE INSURANCE PREMIUMS 10,000 0 0 0
    OTHER EXPENSES 67 0 0 0