Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF
Number and street (or P.O. box number if mail is not delivered to street address)300 BRICKSTONE SQUARE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANDOVER, MA01810
A Employer identification number

04-3251269
B Telephone number (see instructions)

(617) 513-9918
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$46,082,469J 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) 477,682
2 Check right arrow.............
3 Interest on savings and temporary cash investments 149,278 149,278  
4 Dividends and interest from securities... 321,683 321,683  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 681,354
b Gross sales price for all assets on line 6a 7,491,080
7 Capital gain net income (from Part IV, line 2)... 681,354
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
237,149 177,149  
12 Total. Add lines 1 through 11........ 1,867,146 1,329,464  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 237,474 153,000   84,474
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,990 24,990   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,782 6,224   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
353,333 353,298   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 642,579 537,512   84,474
25 Contributions, gifts, grants paid....... 2,931,126 2,931,126
26 Total expenses and disbursements. Add lines 24 and 25 3,573,705 537,512   3,015,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,706,559
b Net investment income (if negative, enter -0-) 791,952
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 149,309 72,597 72,597
2 Savings and temporary cash investments......... 1,034,835 132,152 132,152
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 29,346,752 Click to see attachment
List of Attached Documents:
// Content
26,862,023 		33,217,964
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,441,511 Click to see attachment
List of Attached Documents:
// Content
12,108,172 		12,401,981
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
222,018 		Click to see attachment
List of Attached Documents:
// Content
312,922 		Click to see attachment
List of Attached Documents:
// Content
257,775
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,194,425 39,487,866 46,082,469
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 41,194,425 39,487,866
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 41,194,425 39,487,866
30 Total liabilities and net assets/fund balances (see instructions). 41,194,425 39,487,866
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
41,194,425
2
Enter amount from Part I, line 27a .....................
2
-1,706,559
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,487,866
5
Decreases not included in line 2 (itemize) right arrow
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
39,487,866
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICALY TRADED SECURITIES JPM #0004      
b PUBLICALY TRADED SECURITIES JPM #3007      
c PUBLICALY TRADED SECURITIES JPM #6001      
d PUBLICALY TRADED SECURITIES JPM #5006      
e PUBLICALY TRADED SECURITIES JPM #3005      
SANFORD BERNSTEIN #3812      
SANFORD BERNSTEIN #1972      
SANFORD BERNSTEIN #4027      
SANFORD BERNSTEIN #4032      
AB PRIVATE CREDIT MIDDLE MARKET DIRECT LENDING FUND II LP      
AHI-LHF PARTNERS P    
DF IMPACT CAPITAL P    
PARTNER INNOVATION FUND P    
POLYGON RECOVERY FUND P    
GMO EMERGING OPS FUND P    
CS DOLLAR SENIOR LOAN FUND P    
HLM VENTURE PARTNERS LP P    
1231 GAINS FROM PASSTHROUGH INVESTMENTS P    
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 39,658   16,591 23,067
b 777,668   987,716 -210,048
c 540,657   512,333 28,324
d 297,625   304,798 -7,173
e 3,306,218   2,356,281 949,937
5,781   4,704 1,077
5,489   4,598 891
1,943,106   1,777,031 166,075
563,344   584,954 -21,610
1,365     1,365
    54,896 -54,896
    39,255 -39,255
    25,021 -25,021
80     80
    140,684 -140,684
    575 -575
    235 -235
    54 -54
10,089     10,089
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       23,067
b       -210,048
c       28,324
d       -7,173
e       949,937
      1,077
      891
      166,075
      -21,610
      1,365
      -54,896
      -39,255
      -25,021
      80
      -140,684
      -575
      -235
      -54
      10,089
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 2 681,354
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
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 right arrow 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) 1 11,008
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 11,008
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 11,008
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,351
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,351
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 389
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,954
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,954 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 2023 or the taxable year beginning in 2023? 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
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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowWILLIAM CHASE Telephone no.right arrow (617) 513-9918

Located atright arrow300 BRICKSTONE SQUARE SUITE 201ANDOVERMA ZIP+4right arrow01810
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowOD
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
LOUISE DUNN III CO DUNN CHARIT FND TRUSTEE
1.00 		0 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
MARGARET DUNN CO DUNN CHARIT FOUND TRUSTEE
1.00 		12,474 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
RAYMOND J DUNN IV CO DUNN CH FND EXECUTIVE DIRECTOR
10.00 		90,000 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
MARTIN DUNN CO DUNN CHARITABLE FOUN TRUSTEE
1.00 		0 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
PETER DUNN CO DUNN CHARITABLE FOUND TRUSTEE
1.00 		0 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
WILLIAM J CHASE CO DUNN CHARI FOUN TRUSTEE/CONTROLLER
20.00 		135,000 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
44,881,377
b
Average of monthly cash balances.......................
1b
322,630
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
45,204,007
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
45,204,007
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
678,060
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
44,525,947
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,226,297
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
2,226,297
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,008
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
599
c
Add lines 2a and 2b............................
2c
11,607
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,214,690
4
Recoveries of amounts treated as qualifying distributions................
4
60,000
5
Add lines 3 and 4............................
5
2,274,690
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
2,274,690
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
3,015,600
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,015,600
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,274,690
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 251,264
e From 2022...... 504,870
f Total of lines 3a through e ........ 756,134
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,015,600
a Applied to 2022, 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 2023 distributable amount..... 2,274,690
e Remaining amount distributed out of corpus 740,910
5 Excess distributions carryover applied to 2023. 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 1,497,044
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,497,044
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 251,264
d Excess from 2022.... 504,870
e Excess from 2023.... 740,910
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
LOUISE DUNN III CO DUNN CHARIT FND
MARGARET DUNN CO DUNN CHARIT FOUND
RAYMOND J DUNN IV CO DUNN CH FND
MARTIN DUNN CO DUNN CHARITABLE FOUN
PETER DUNN CO DUNN CHARITABLE FOUND
WILLIAM J CHASE CO DUNN CHARI FOUN
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.
LOUISE DUNN III CO DUNN CHARIT FND
MARTIN DUNN CO DUNN CHARITABLE FOUN
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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

ACCESO IMPACT INC

223 BEDFORD AVE SUITE 1042
BROOKLYN,NY11211 		NONE PC UNRESTRICTED GIFT 50,000

AFRICA CARES FOR LIFE

10 NELSON RD
EMANZIMTOTI   4126
SF 		NONE PC UNRESTRICTED GIFT 5,000

AHBAP - TURKEY DISASTER RELIEF

MAIN STREET
ISTANBUL    
TU 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 2,500

AIDA - INTERAMERICAN ASSOCIATION FOR ENVIRONMENTAL DEFENSE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111 		NONE PC UNRESTRICTED GIFT 30,000

AL OTRO LADO

PO BOX 32578
LOS ANGELES,CA90032 		NONE PC UNRESTRICTED GIFT 15,000

AMERICANS FOR IMMIGRANT JUSTICE

6355 NW 36 STREET NO 2201
MIAMI,FL33166 		NONE PC UNRESTRICTED GIFT 3,000

ANIMAL RESCUE LEAGUE OF BOSTON

10 CHANDLER STREET
BOSTON,MA02116 		NONE PC UNRESTRICTED GIFT 4,000

ANNUNCIATION HOUSE

1003 E SAN ANTONIO AVE
EL PASO,TX79901 		NONE PC UNRESTRICTED GIFT 5,000

ANTI-SLAVERY INTERNATIONAL

THOMAS CLARKSON HOUSE THE STABLEYAR
BROOMGROVE ROAD
LONDON   SW9 9TL
UK 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 50,000

BACKWARD SOCIETY EDUCATION (BASE)

DISTRICT OFFICE TULSIPUR MUNICIPALI
Y-6
RAJAURA DANG,RAPTI ZONE  
NP 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 50,000

BELLRINGER

C/O GEORGETOWN UNIVERSITY 37TH AND
O STREETS NW
WASHINGTON,DC20057 		NONE PC UNRESTRICTED GIFT 250

BELOVED COMMUNITY INCUBATOR - MIGRANT SOLIDARITY AID

1226 VERMONT AVE NW
WASHINGTON,DC20005 		NONE PC UNRESTRICTED GIFT 3,000

BENEFICAL RETURNS - RECIPROCITY FUND VIA REALIZE IMPACT

261 CORBETT AVENUE
SAN FRANCISCO,CA94114 		NONE PC UNRESTRICTED GIFT 10,000

BETH ISREAL DEACONESS MEDICAL CENTER

330 BROOKLINE AVE
BOSTON,MA02215 		NONE PC UNRESTRICTED GIFT 10,000

BETHANY HOUSE MINISTRIES

1134 MAIN STREET
MILIS,MA02054 		NONE PC UNRESTRICTED GIFT 800

BIRTHRIGHT OF FRAMINGHAM INC

79 MAIN STREET
FRAMINGHAM,MA01702 		NONE PC UNRESTRICTED GIFT 500

BORDER SERVANT CORPS VIA PEACE LUTHERAN CHURCH EVANGELICAL

1701 E MISSOURI AVE
LAS CRUCES,NM88001 		NONE PC UNRESTRICTED GIFT 3,000

BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE PC UNRESTRICTED GIFT 1,000

BOSTON FOUNDATION INC - HAITI DEVELOPMENT INSTITUTE (HDI)

75 ARLINGTON STREET FLOOR 3
BOSTON,MA02116 		NONE PC UNRESTRICTED GIFT 50,000

BOSTON IMPACT INITITATIVE FUND

PO BOX 300443
JAMAICA PLAIN,MA02130 		NONE PC UNRESTRICTED GIFT 5,000

CAMBODIAN LIVING ARTS

228 PARK AVE S 49331
NEW YORK,NY10003 		NONE PC UNRESTRICTED GIFT 30,000

CARE 2 COMMUNITIES VIA CONTAINERS 2 CLINICS

24 SCHOOL STREET
BOSTON,MA02108 		NONE PC UNRESTRICTED GIFT 5,000

CARROLL SCHOOL

25 BAKER BRIDGE ROAD
LINCOLN,MA01773 		NONE PC UNRESTRICTED GIFT 5,000

CATHOLIC CHARITIES - SUNSET POINT CAMP

2 10TH STREET
HULL,MA02045 		NONE PC UNRESTRICTED GIFT 1,800

CATHOLIC CHARITIES OF THE RIO GRANDE VALLEY

700 N VIRGEN DE SAN JUAN BLVD
SAN JUAN,TX78589 		NONE PC UNRESTRICTED GIFT 5,000

CATHOLIC COMMUNITY SERVICES OF SOUTHERN ARIZONA

2109 S 6TH AVE
TUCSON,AZ85713 		NONE PC UNRESTRICTED GIFT 5,000

CATHOLIC RELIEF SERVICES

228 WEST LEXINGTON STREET
BALTIMORE,MD21201 		NONE PC UNRESTRICTED GIFT 9,500

CENTRE HAITIAN DE LA LEADERSHIP DU EXCELENCE (CLE)

DOMAINE DES ACAJOUS ALLEE DES
ACAJOUS RUE POMERAC
DELMAS   DELMAS 95
HA 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 15,000

CHOOSE LOVE INC

45 WEST 36TH ST 6TH FLOOR
NEW YORK,NY10018 		NONE PC UNRESTRICTED GIFT 30,000

CLASP

1401 K STREET NW NO 1100
WASHINGTON,DC20009 		NONE PC UNRESTRICTED GIFT 3,000

CLIMATE JUSTICE ALLIANCE

PO BOX 10202
BERKELEY,CA94709 		NONE PC UNRESTRICTED GIFT 26,500

CLIMATE NEUTRAL

2325 3RD STREET SUITE 410
SAN FRANCISCO,CA94107 		NONE PC UNRESTRICTED GIFT 5,000

CLOTHESLINE FOR ARLINGTON KIDS

2704 N PERSHING DR
ARLINGTON,VA22201 		NONE PC UNRESTRICTED GIFT 1,000

COLLEGE FOR SOCIAL INNOVATION

89 SOUTH STREET SUITE 407
BOSTON,MA02111 		NONE PC UNRESTRICTED GIFT 5,000

COLLEGE TRACK

112 LINDEN STREET
OAKLAND,CA94607 		NONE PC UNRESTRICTED GIFT 10,000

CONNECTICUT DEPARTMENT OF MOTOR VEHICLES (CONNECTDMV)

165 KENNEDY DRIVE
PUTNAM,CT06260 		NONE PC UNRESTRICTED GIFT 2,500

CONSERVATION INNOVATION FUND

2000 P ST NW STE 201
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 25,000

CORE RESPONSE

6464 SUNSET BLVD NO 530
LOS ANGELES,CA90028 		NONE PC UNRESTRICTED GIFT 15,000

COUNTER HUMAN TRAFFICKING TRUST- EAST AFRICA

P O BOX 12117-00100 SOUTH B
NAIROBI    
KE 		NONE PC UNRESTRICTED GIFT 5,000

DANA FARBER

450 BROOKLINE AVE BP418
BOSTON,MA02215 		NONE PC UNRESTRICTED GIFT 10,000

DOCTORS WITHOUT BORDERS

333 7TH AVENUE
NEW YORK,NY100015004 		NONE PC UNRESTRICTED GIFT 15,000

DWIGHT HALL AT YALE - MAKE DEATHS COUNT PROJECT

PO BOX 209008
NEW HAVEN,CT06520 		NONE PC UNRESTRICTED GIFT 5,000

EARTHRIGHTS INTERNATIONAL INC

1612 K STREET NW SUITE 800
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 25,000

EARTHSPARK INTERNATIONAL CORP - HAITI MICROGRID

1616 H ST NW SUITE 900
WASHINGTON,DC20006 		NONE PC UNRESTRICTED GIFT 12,000

ECPAT

86 WYCKOFF AVENUE - 609
BROOKLYN,NY11237 		NONE PC UNRESTRICTED GIFT 5,000

EDESIA INC

550 ROMANO VINEYARD WAY
NORTH KINGSTOWN,RI02852 		NONE PC UNRESTRICTED GIFT 30,000

EDGE FUNDERS ALLIANCE

2021 FILLMORE ST STE 66
SAN FRANCISCO,CA94115 		NONE PC UNRESTRICTED GIFT 2,500

ENGAGE NOW AFRICA

26 PATRIOT PLACE SUITE 301
FOXBORO,MA02035 		NONE PC UNRESTRICTED GIFT 5,000

ENVIRONMENTAL JUSTICE FOUNDATION

2ND FLOOR GENSURCO HOUSE 3-5
SPAFIELD STREET
LONDON,FARRINGDONEC1R 4QB
UK 		NONE PC UNRESTRICTED GIFT 6,046

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		NONE PC UNRESTRICTED GIFT 2,000

FAMILY FRONTIERS MALAYSIA

D-3-33 8 AVENUE BUSINESS CENTRE
KUALA LUMPUR    
MY 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 10,000

FARMINGTON PUBLIC SCHOOL FOUNDATION

PO BOX 137
FARMINGTON,CT06034 		NONE PC UNRESTRICTED GIFT 20,000

FIRST CHURCH IN BELMONT

404 CONCORD AVENUE
BELMONT,MA02478 		NONE PC UNRESTRICTED GIFT 7,300

FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT

PO BOX 654
FLORENCE,AZ85132 		NONE PC UNRESTRICTED GIFT 5,000

FONKOZE INC

1900 L ST NW SUITE 304
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 20,000

FOODSHED CAPITAL

101 DEVON RD
CHARLOTTESVILLE,VA22903 		NONE PC UNRESTRICTED GIFT 5,000

FOUNDATION CASELI

15 ROUTE IBO LELE
RTE MONTAGNE NOIRE PETION    
HA 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 5,000

FOUNDATION OPEN COLLECTIVE EUROPE

CANTERSTEEN 10 1000
BRUSSELS    
BE 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 30,000

FRANCISCAN MISSION SISTERS

172 FOSTER STREET
BRIGHTON,MA02135 		NONE PC UNRESTRICTED GIFT 3,000

FREE THE SLAVES INC

1320 19TH STREET NW NO 600
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 45,200

FREEDOM FOR IMMIGRANTS

1322 WEBSTER ST SUITE 300
OAKLAND,CA94612 		NONE PC UNRESTRICTED GIFT 5,000

FREEDOM UNITED

4501 ATLANTIC AVENUE 110
RALEIGH,NC27604 		NONE PC UNRESTRICTED GIFT 10,000

FRIENDS IN SOLIDARITY INC

8737 COLESVILLE ROAD SUITE 610
SILVER SPRING,MD20910 		NONE PC UNRESTRICTED GIFT 10,000

FRIENDS OF THE UNBORN

PO BOX 692246
QUINCY,MA02269 		NONE PC UNRESTRICTED GIFT 500

FRIENDSHIP BRIDGE - GUATEMALA

405 URBAN ST SUITE 140
LAKEWOOD,CO80228 		NONE PC UNRESTRICTED GIFT 10,000

FWDUS EDUCATION FUND

701 8TH ST NW STE 800
WASHINGTON,DC20001 		NONE PC UNRESTRICTED GIFT 25,000

GLOBAL FUND TO END SLAVERY

1025 CONNECTICUT AVE NW STE 712
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 5,000

GLOBAL GREENGRANTS FUND INC

2840 WILDERNESS PLACE SUITE A
BOULDER,CO80301 		NONE PC UNRESTRICTED GIFT 100,000

GLOBAL RESPONSE MANAGEMENT INC

463688 STATE ROUTE 200 SUITE 1-150
YULEE,FL32097 		NONE PC UNRESTRICTED GIFT 5,000

GOOD NEIGHBOR SETTLEMENT HOUSE

1254 E TYLER ST
BROWNSVILLE,TX78520 		NONE PC UNRESTRICTED GIFT 3,000

GRAPEVINE - SOCIAL GOOD FUND

12651 SAN PABLO AVE 5473
RICHMOND,CA948050473 		NONE PC UNRESTRICTED GIFT 2,045

GRASSROOTS INTERNATIONAL INC

179 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02130 		NONE PC UNRESTRICTED GIFT 81,500

GROUNDSWELL INTERNATIONAL INC

712 H STREET NE SUITE 1355
WASHINGTON,DC20002 		NONE PC UNRESTRICTED GIFT 50,000

HAITIAN BRIDGE ALLIANCE

4265 FAIRMONT AVENUE SUITE 280
SAN DIEGO,CA92105 		NONE PC UNRESTRICTED GIFT 5,000

HOPE BORDER INSTITUTE

8330 PARK HAVEN AVE
EL PASO,TX79907 		NONE PC UNRESTRICTED GIFT 20,000

HOPE COMMUNITY CENTER

1016 N PARK AVE
APOPKA,FL32712 		NONE PC UNRESTRICTED GIFT 5,000

HOUR CHILDREN INC

36-11 12TH STREET
LONG ISLAND CITY,NY11106 		NONE PC UNRESTRICTED GIFT 10,000

HOUSE OF BREAD

1453 MAIN STREET
HARTFORD,CT06120 		NONE PC UNRESTRICTED GIFT 20,000

HUMAN RIGHTS FUNDERS NETWORK (HRFN) - VIA PANORAMA GLOBAL

2101 4TH AVE STE 2100
SEATTLE,WA98121 		NONE PC UNRESTRICTED GIFT 5,000

HUMANITY RISES

22 BOSTON WHARF ROAD FLOOR 7
BOSTON,MA02210 		NONE PC UNRESTRICTED GIFT 30,000

INDIGENOUS ENVIRONMENTAL NETWORK

PO BOX 485
BEMIDJI,MN56619 		NONE PC UNRESTRICTED GIFT 5,000

INTERNATIONAL INSTITUTE OF NE - AFGAN RESETTLEMENT

2 BOYLSTON STREET 3RD FLOOR
BOSTON,MA02116 		NONE PC UNRESTRICTED GIFT 2,000

INTERNATIONAL REFUGEE ASSISTANCE PROJECT (IRAP)

ONE BATTERY PARK PLAZA 4TH FL
NEW YORK,NY10004 		NONE PC UNRESTRICTED GIFT 17,500

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PC UNRESTRICTED GIFT 35,000

INTERNET ARCHIVE

300 FUNSTON AVENUE
SAN FRANCISCO,CA94118 		NONE PC UNRESTRICTED GIFT 5,000

JESUIT HISTORICAL INSTITUTE IN AFRICA

NGONG RD
NAIROBI    
KE 		NONE PC UNRESTRICTED GIFT 5,000

JOHN WAYNE CANCER FOUNDATION

1631 MONROVIA AVENUE
COSTA MESA,CA92627 		NONE PC UNRESTRICTED GIFT 5,000

KEREM NAVOT

PO BOX 10276
JERUSALEM   9110201
IS 		NONE PC UNRESTRICTED GIFT 20,000

KINO BORDER INITIATIVE

PO BOX 159
NOGALES,AZ856280159 		NONE PC UNRESTRICTED GIFT 10,000

LACORDAIRE ACADEMY

155 LORRAINE AVE
MONTCLAIR,NJ07043 		NONE PC UNRESTRICTED GIFT 3,000

LAWRENCE ACADEMY

PO BOX 992
GROTON,MA01450 		NONE PC UNRESTRICTED GIFT 1,000

LEXINGTON CATHOLIC COMMUNITY

2001 MASSACHUSETTS AVE
LEXINGTON,MA02421 		NONE PC UNRESTRICTED GIFT 250

LEXINGTON HISTORICAL SOCIETY

PO BOX 514
LEXINGTON,MA02420 		NONE PC UNRESTRICTED GIFT 200

LEXINGTON MONTESSORI SCHOOL INC

130 PLEASANT STREET
LEXINGTON,MA02421 		NONE PC UNRESTRICTED GIFT 5,000

LIFE IMPACT INTERNATIONAL

1464 MADERA ROAD N187
SIMI VALLEY,CA93065 		NONE PC UNRESTRICTED GIFT 5,000

LIFT UP THE VULNERABLE

PO BOX 22027
NEW YORK,NY10087 		NONE PC UNRESTRICTED GIFT 5,000

LOVE146

85 WILLOW STREET
NEW HAVEN,CT06511 		NONE PC UNRESTRICTED GIFT 5,000

LRCT - FOREVER NEWFOUND FUND

PO BOX 766
CENTER HARBOR,NH03226 		NONE PC UNRESTRICTED GIFT 2,500

MADE IN A FREE WORLD

PO BOX 460777
SAN FRANCISCO,CA94119 		NONE PC UNRESTRICTED GIFT 5,000

MARIPOSA DR FOUNDATION

421 NORTH AURORA STREET
ITHACA,NY14850 		NONE PC UNRESTRICTED GIFT 40,000

MARTHA'S TABLE

2375 ELVANS RD SE
WASHINGTON,DC20020 		NONE PC UNRESTRICTED GIFT 1,500

MASS AUDUBON

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		NONE PC UNRESTRICTED GIFT 2,000

MASS PIRG

294 WASHINGTON ST STE 500
BOSTON,MA02108 		NONE PC UNRESTRICTED GIFT 200

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		NONE PC UNRESTRICTED GIFT 10,000

MCE SOCIAL CAPITAL

5758 GEARY BLVD 261
SAN FRANCISCO,CA94121 		NONE PC UNRESTRICTED GIFT 63,050

MECAHT (MEDIA CAMPAIGN AGAINST HUMAN TRAFFICKING)

35-41 LOWER MARCH
LONDON   SE1 7RL
UK 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 5,000

MEDGLOBAL INC

10604 SOUTHWEST HIGHWAY SUITE 107
CHICAGO RIDGE,IL60415 		NONE PC UNRESTRICTED GIFT 60,000

MERCY CENTER INC

1106 MAIN STREET
ASBURY PARK,NJ07712 		NONE PC UNRESTRICTED GIFT 5,000

METCO COLLEGE SCHOLARSHIP FUND

10 FLETCHER AVE
LEXINGTON,MA02420 		NONE PC UNRESTRICTED GIFT 250

MIDDLE EAST CHILDREN'S ALLIANCE - RAWA FUND

1101 - 8TH ST 100
BERKELEY,CA94710 		NONE PC UNRESTRICTED GIFT 26,250

MIDDLEBURY COLLEGE

14 OLD CHAPEL ROAD
MIDDLEBURY,VT05753 		NONE PC UNRESTRICTED GIFT 70,000

NATIONAL MUSEUM OF WOMEN IN THE ARTS (NMWA)

1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		NONE PC UNRESTRICTED GIFT 500

NATIONAL WILDLIFE REFUGEE ASSOCIATION

1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		NONE PC UNRESTRICTED GIFT 1,000

NCR

864 SPRING STREET NW
ATLANTA,GA30308 		NONE PC UNRESTRICTED GIFT 250

NESST

2323 BROADWAY
OAKLAND,CA94612 		NONE PC UNRESTRICTED GIFT 10,000

NETWORK LOBBY

820 FIRST STREET NE STE 350
WASHINGTON,DC20002 		NONE PC UNRESTRICTED GIFT 500

NEW ENGLAND INTERNATIONAL DONORS INC

120 ST JAMES AVENUE 6TH FLOOR
BOSTON,MA02116 		NONE PC UNRESTRICTED GIFT 7,500

NEW ISRAEL FUND- YESH DIN

1320 19TH STREET STE 400
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 10,000

NEWFOUND LAKE REGION ASSOCIATION

10 N MAIN STREET UNIT 1
BRISTOL,NH03222 		NONE PC UNRESTRICTED GIFT 5,000

NH PUBLIC RADIO

2 PILLSBURY STREET
CONCORD,NH03301 		NONE PC UNRESTRICTED GIFT 700

NOTRE DAME MISSION VOLUNTEERS

5405 LOCH RAVEN BLVD
BALTIMORE,MD21239 		NONE PC UNRESTRICTED GIFT 50,000

OPEN TABLE

PO BOX 42
CONCORD,MA01742 		NONE PC UNRESTRICTED GIFT 1,000

OUR RESCUE

PO BOX 57338
MURRAY,UT84157 		NONE PC UNRESTRICTED GIFT 5,000

OUTRIGHT ACTION INTERNATIONAL

80 MAIDEN LANE SUITE 1505
NEW YORK,NY10038 		NONE PC UNRESTRICTED GIFT 75,000

OXFAM AMERICA INC

226 CAUSEWAY STREET 5TH FLOOR
BOSTON,MA02114 		NONE PC UNRESTRICTED GIFT 10,000

PARTICIPATION & PRACTICE OF RIGHTS PROJECT

133 ROYAL AVENUE
BELFAST,CO ANTRIMBT1 1FG
UK 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 20,000

PATRONATO DE DESARROLLO INTEGRAL LIDIA COGGIOLA EL SALVADOR

COMUNIDAD EL ZAITE LA LIBERTAD
ES 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 11,880

PAX CHRISTI FUND FOR PEACE

415 MICHIGAN AVENUE NE
WASHINGTON,DC20017 		NONE PC UNRESTRICTED GIFT 1,500

PLAN INTERNATIONAL

155 PLAN WAY
WARWICK,RI02886 		NONE PC UNRESTRICTED GIFT 40,000

POR CRISTO INC

77 WARREN STREET
BRIGHTON,MA02135 		NONE PC UNRESTRICTED GIFT 25,000

PURE HANDS

7340 TX-78 SUITE 270
SACHSE,TX75048 		NONE PC UNRESTRICTED GIFT 25,000

RAICES - REFUGEE & IMMIGRANT CENTER EDU & LEGAL SERVICES

1305 N FLORES STREET
SAN ANTONIO,TX78212 		NONE PC UNRESTRICTED GIFT 5,000

REFUGEE HEALTH ALLIANCE

8861 VILLA LA JOLLA DRIVE 12062
LA JOLLA,CA92037 		NONE PC UNRESTRICTED GIFT 15,000

REFUGEE PROTECTION INTERNATIONAL

PO BOX 624
BELMONT,MA02478 		NONE PC UNRESTRICTED GIFT 25,000

REFUGEPOINT

689 MASSACHUSETTS AVENUE 2ND FLOOR
BOSTON,MA02139 		NONE PC UNRESTRICTED GIFT 15,000

REMAKE

1012 TORNEY AVENUE 202
SAN FRANCISCO,CA94129 		NONE PC UNRESTRICTED GIFT 2,500

ROOT CAPITAL INC

245 MAIN STREET 2ND FLOOR
CAMBRIDGE,MA02142 		NONE PC UNRESTRICTED GIFT 5,000

SACRED HEART PARISH

169 CUMMINS HWY
ROSLINDALE,MA02131 		NONE PC UNRESTRICTED GIFT 2,400

SAINT FRANCIS HOUSE

PO BOX 120499 ESSEX STATION
BOSTON,MA02112 		NONE PC UNRESTRICTED GIFT 3,000

SAINT ROCK HAITI FOUNDATION

372 GRANITE AVENUE 1
MILTON,MA02186 		NONE PC UNRESTRICTED GIFT 2,000

SAMU FIRST RESPONSE

2001 L ST NW STE 500
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 1,000

SANCTUARY DMV

1519 HUGUENOT RD STE 105
MIDLOTHIAN,VA23113 		NONE PC UNRESTRICTED GIFT 2,000

SANTA FE DREAMERS PROJECT

PO BOX 8009
SANTE FE,NM87504 		NONE PC UNRESTRICTED GIFT 5,000

SCALABRINI INTERNATIONAL MIGRATION NETWORK

307 EAST 60TH STREET
NEW YORK,NY10020 		NONE PC UNRESTRICTED GIFT 10,000

SEATTLE INTERNATIONAL FOUNDATION

1601 5TH AVENUE SUITE 1900
SEATTLE,WA98101 		NONE PC UNRESTRICTED GIFT 5,000

SHONA GROUP LTD - NEYCHA ACCELERATOR

PLOT 1666 CANON ROAD
KAMPALA,NTINDA  
UG 		NONE PC UNRESTRICTED GIFT 50,000

SND DEVELOPMENT PROGRAM

NATIONAL PROVINCIAL CENTER 1300
AUBURN RD
CHARDON,OH44024 		NONE PC UNRESTRICTED GIFT 2,500

SOCIAL GOOD FUND

12651 SAN PABLO AVE
RICHMOND,CA94805 		NONE PC UNRESTRICTED GIFT 20,000

SOCIETY FOR THE PROTECTION OF NH FORESTS

54 PORTSMOUTH STREET
CONCORD,NH03301 		NONE PC UNRESTRICTED GIFT 500

STICHTING INSTITUTE ON STATELESSNESS AND INCLUSION

25 ASHLEY ROAD
LONDON   N17 9LJ
UK 		NONE PC - EQUIVALENCY CER UNRESTRICTED GIFT 345,000

STREET BUSINESS SCHOOL

PO BOX 370
NIWOT,CO80544 		NONE PC UNRESTRICTED GIFT 10,000

SURVIVORS' NETWORK (SN) CAMEROON

STORY BULIDING OPPO PLANETE VOYAGE
RUE NGOTIO BINDIA 1ST FLOOR
BERTOUA    
CM 		NONE PC UNRESTRICTED GIFT 5,000

SUSTAINABLE ORGANIC INTEGRATED LIVELIHOODS (SOIL)

3950 GREEN VALLEY SCHOOL ROAD
SEBASTOPOL,CA95472 		NONE PC UNRESTRICTED GIFT 10,000

SYNERGOS

3 E 54TH STREET
NEW YORK,NY10022 		NONE PC UNRESTRICTED GIFT 25,000

TALITHA KUM (EURO)

PIAZZA DI PONTE SANTANGELO 28
ROMA   00186
IT 		NONE PC UNRESTRICTED GIFT 4,955

THE A21 CAMPAIGN INC

2781 W MAC ARTHUR BLUD STE B-605
SANTA ANA,CA92704 		NONE PC UNRESTRICTED GIFT 5,000

THE CATHOLIC APPEAL

66 BROOKS DRIVE
BRAINTREE,MA02184 		NONE PC UNRESTRICTED GIFT 5,000

THE COMPASSION FUND

680 CENTRE STREET
BROCKTON,MA02302 		NONE PC UNRESTRICTED GIFT 300

THE DAILY SOURCE LTD

3327 JAFFA DRIVE
SARASOTA,FL34239 		NONE PC UNRESTRICTED GIFT 168,000

THE FREEDOM FUND

215 PARK AVE S FL 11
NEW YORK,NY10003 		NONE PC UNRESTRICTED GIFT 60,000

THE HAITIAN PROJECT

PO BOX 6891
PROVIDENCE,RI02940 		NONE PC UNRESTRICTED GIFT 3,000

THE MAYHEW FOUNDATION

293 WEST SHORE RAOD
BRISTOL,NH03222 		NONE PC UNRESTRICTED GIFT 5,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE PC UNRESTRICTED GIFT 1,500

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		NONE PC UNRESTRICTED GIFT 6,000

THE WALKER ENTREPRENEURSHIP PROGRAM

POLSINELLI 600 3RD AVE NO 42FL
NEW YORK,NY10016 		NONE PC UNRESTRICTED GIFT 1,500

THOUSAND CURRENTS

548 MARKET ST STE 62831
SAN FRANCISCO,CA94104 		NONE PC UNRESTRICTED GIFT 80,000

TRINITY UNIVERSITY WASHINGTON

125 MICHINGAN AVE NW
WASHINGTON,DC20017 		NONE PC UNRESTRICTED GIFT 15,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC UNRESTRICTED GIFT 5,000

UNITARIAN UNIVERSALIST SERVICE COMMITTEE - UUSC

689 MASSACHUSETTA AVE
CAMBRIDE,MA02139 		NONE PC UNRESTRICTED GIFT 35,000

UNLOCKING COMMUNITIES

100 N HERMITAGE AVE UNIT 704
CHICAGO,IL60612 		NONE PC UNRESTRICTED GIFT 10,000

URGENT ACTION FUND FOR WOMEN'S HUMAN RIGHTS

2601 BLANDING AVE SUITE C 155
ALAMEDA,CA94501 		NONE PC UNRESTRICTED GIFT 30,000

UUCT - NO MORE DEATHS

PO BOX 40782
TUCSON,AZ85717 		NONE PC UNRESTRICTED GIFT 5,000

VILLAGE HELP FOR SOUTH SUDAN

34 MADISON AVE APT 1
CAMBRIDGE,MA02140 		NONE PC UNRESTRICTED GIFT 12,000

WBUR

890 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE PC UNRESTRICTED GIFT 6,500

WGBH

ONE GUEST STREET
BOSTON,MA02135 		NONE PC UNRESTRICTED GIFT 1,000

WHAT IF FOUNDATION

1563 SOLANO AVE
BERKELEY,CA94707 		NONE PC UNRESTRICTED GIFT 3,000

WIKIMEDIA FOUNDATION

1 MONTGOMERY STREET SUITE 1600
SAN FRANCISCO,CA94104 		NONE PC UNRESTRICTED GIFT 5,000

WINNEPESAUKEE PLAYHOUSE

33 FOOTLIGHT CIRCLE
MEREDITH,NH03253 		NONE PC UNRESTRICTED GIFT 500

WORKING CAPITAL FOR COMMUNITY NEEDS (WCCN)

211 S PATERSON STREET SUITE 260
MADISON,WI53703 		NONE PC UNRESTRICTED GIFT 5,000
Total .................................right arrow 3a 2,931,126
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 149,278  
4 Dividends and interest from securities ....     14 321,683  
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 ............ 		    18 681,354  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER PORTFOLIO INCOME 		523000   14 177,149  
bRETURNED CHECK       60,000  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,389,464 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,389,464
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF 		Employer identification number
04-3251269
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
MARTIN DUNN
 
300 BRICKSTONE SQUARE NO 201
 
ANDOVER, MA01810

$ 170,182


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
PETER R DUNN
 
300 BRICKSTONE SQUARE NO 201
 
ANDOVER, MA01810

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
LOUISE DUNN
 
300 BRICKSTONE SQUARE NO 201
 
ANDOVER, MA01810

$ 207,500


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF 		Employer identification number

04-3251269
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF 		Employer identification number

04-3251269
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 24,990 24,990   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
ANTI-SLAVERY INTERNATIONAL
  		THOMAS CLARKSON HOUSE THE STABLEYAR
BROOMGROVE
LONDON   SW9 9TL
UK 		2023-12-31 50,000 GENERAL SUPPORT TO ASSIST ANTI-SLAVERY INTERNATIONAL'S WORK WITH DOING EVERYTHING THEY CAN TO TRY AND RE-BALANCE THE ROOT CAUSES TO PROVIDE PEOPLE AT-RISK FROM SLAVERY WITH AN OPPORTUNITY TO BUILD SUSTAINABLE FUTURES. 50,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
BACKWARD SOCIETY EDUCATION (BASE)
  		DISTRICT OFFICE TULSIPUR MUNICIPALI
Y-6
RAJAURA DANG RAPTI ZONE    
NP 		2023-12-31 50,000 GENERAL SUPPORT TO ASSIST BACKWARD SOCIETY EDUCATION'S WORK. 50,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
PARTICIPATION & PRACTICE OF RIGHTS PROJECT
  		133 ROYAL AVENUE
BELFAST CO ANTRIM   BT1 1FG
UK 		2023-12-31 20,000 GENERAL SUPPORT TO ASSIST PARTICIPATION & PRACTICE OF RIGHTS PROJECT'S WORK. 20,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
CENTRE HAITIAN DE LA LEADERSHIP DU EXCELENCE (CLE)
  		DOMAINE DES ACAJOUS ALLEE DES
ACAJOUS RUE POMERA
DELMAS   DELMAS 95
HA 		2023-12-31 15,000 GENERAL SUPPORT TO ASSIST CENTRE HAITIAN DE LA LEADERSHIP DU EXCELENCE'S WORK. 15,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
PATRONATO DE DESARROLLO INTEGRAL LIDIA COGGIOLA EL SALVADOR
  		COMUNIDAD EL ZAITE LA LIBERTAD
ES 		2023-12-31 11,880 GENERAL SUPPORT TO ASSIST PATRONATO DE DESARROLLO INTEGRAL LIDIA COGGIOLA EL SALVADOR'S WORK. 11,880 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
AHBAP - TURKEY DISASTER RELIEF
  		MAIN STREET
ISTANBUL    
TU 		2023-12-31 2,500 GENERAL SUPPORT TO ASSIST DISASTER RELIEF IN TURKEY 2,500 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
FAMILY FRONTIERS MALAYSIA
  		D-3-33 8 AVENUE BUSINESS CENTRE
KUALA LUMPUR    
MY 		2023-12-31 10,000 GENERAL SUPPORT TO ASSIST FAMILIES IN MALAYSIA 10,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
FOUNDATION CASELI
  		15 ROUTE IBO LELE
RE MONTAGNE NOIRE,PETION-VILLE  
HA 		2023-12-31 5,000 GENERAL SUPPORT TO ASSIST FOUNDATION CASELI. 5,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
FOUNDATION OPEN COLLECTIVE EUROPE
  		CANTERSTEEN 10 1000
BRUSSELS    
BE 		2023-12-31 30,000 GENERAL SUPPORT TO ASSIT FOUNDATION OPEN COLLECTIVE EUROPE. 30,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
MECAHT (MEDIA CAMPAIGN AGAINST HUMAN TRAFFICKING)
  		35-41 LOWER MARCH
LONDON   SE1 7RL
UK 		2023-12-31 5,000 GENERAL SUPPORT TO ASSIST MEDIA CAMPAIGN AGAINST HUMAN TRAFFICKING. 5,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.

TY 2023 InvestmentsCorpStockSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Name of Stock End of Year Book Value End of Year Fair Market Value
BROWN ADVISORY SUSTAINABLE GROWTH FUND 350,582 762,245
JPM 37323 - NEXT GENERATOR VEHICLES FUND (HFWM) 800,000 731,661
AVENUE EUROPE (AESSF III) 204,012 697,618
SPARKOMETER 250,000 250,000
AB PRIVATE CREDIT MIDDLE MARKET DIRECT LENDING FUND 547,413 523,332
PARTNERS INNOVATION FUND II LP 360,438 491,711
SANFORD C. BERNSTEIN & CO, LLC - INT'L STRATEGIC 3,258,351 3,290,855
SANFORD C. BERNSTEIN & CO, LLC - STRATEGIC US EQUITY "GROWTH" 11,952,406 13,578,151
SANFORD C. BERNSTEIN & CO, LLC - AB SUSTAINABLE INTL THEMATIC 1,659,460 2,000,485
JPM SALTONSTALL PORTFOLIO INVESTMENT ACCOUNT 1,478,556 3,369,319
JPM US TECHNOLOGY LEADERS #6001 1,275,429 2,042,751
CALVERT SMAL CAP ESE EQUITY FUND 617,080 1,097,196
GMO EMERGING DOMESTIC OPPORTUNITIES FUND 1,213,125 1,312,669
BLACKSTONE BREIT 1,015,000 1,226,569
JP MORGAN INVESTMENT 1,448,516 1,411,747
EARTHSPARK & PARTICIPANT POWER LLC 431,655 431,655

TY 2023 InvestmentsOtherSchedule2
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HIGHBRIDGE MEZZANINE AT COST 314,739 0
GSO ENERGY OPPORTUNITIES FUND AT COST 42,272 39,429
HPS MEZZANINE PRIVATE INVESTORS 2019 LP AT COST 713,527 867,949
AHI-LHF PARTNERS AT COST 1,702,941 1,377,332
POLYGON RECOVERY FUND AT COST 12,654 18,039
PRIME IMPACT EQUITY FUND I LLC AT COST 927,780 1,354,965
ALLIANCE BERNSTEIN SECURITIES ASSET FUND I LP AT COST 552,200 474,348
CLEAN ENERGY VENTURE FUND LP AT COST 773,900 1,308,445
ARBORVIEW CAPITAL PARTNERS II LP AT COST 652,099 888,207
JPM CHASE - BATTERY PARK HYCDO AT COST 490,840 0
SUNGATE SOLAR HOLDING LLC AT COST 822,678 822,678
DF IMPACT CAPITAL AT COST 3,128,986 3,151,000
HLM VENTURE PARTNERS V LP AT COST 391,714 470,229
CABAN SYSTEMS, INC. AT COST 226,864 231,819
VARDE DISLOCATION FUND II AT COST 250,000 268,023
HPS CORPORATE LENDING FUND AT COST 1,000,000 1,024,540
POWER:ON CL AT COST 54,978 54,978
GIRAFFE BIOENERGY AT COST 50,000 50,000

TY 2023 OtherAssetsSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ENCAP FLATROCK MIDSTREAM ENERGY FUND 78,018 79,922 24,775
PROMISSORY NOTE - FONKOZE 100,000 100,000 100,000
PROMISSORY NOTE - GEORGIE BADIEL FOUNDATION 44,000 33,000 33,000
ONE POWER 0 100,000 100,000


TY 2023 OtherExpensesSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 347,691 347,691   0
WIRE/BANK FEES 8 8   0
INVESTMENT INTEREST EXPENSES 5,599 5,599   0
NONDEDUCTIBLE INVESTMENT EXPENSES 35 0   0


TY 2023 OtherIncomeSchedule2
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME 177,149 177,149 177,149
RETURNED CHECK 60,000   60,000


TY 2023 TaxesSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 20,558 0   0
FOREIGN TAXES 2,872 2,872   0
STATE TAXES 3,352 3,352   0


TY 2023 TransfersFrmControlledEntities
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Name US /
Foreign Address		 EIN Description Amount
DF IMPACT CAPITAL 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		84-5082320 NONE 900,000
SUNGATE SOLAR HOLDINGS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		47-3962364 NONE 0
AHI-LHF PARTNERS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		04-3475616 NONE 0
Total     0

TY 2023 TransfersToControlledEntities
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Name US /
Foreign Address		 EIN Description Amount
DF IMPACT CAPITAL 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		84-5082320 CASH INVESTMENTS IN HOLDING COMPANY. 900,000
SUNGATE SOLAR HOLDINGS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		47-3962364 NONE 0
AHI-LHF PARTNERS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		04-3475616 NONE 0
Total     900,000