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
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)900 WASHINGTON STREET 830
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VANCOUVER, WA98660
A Employer identification number

81-5181832
B Telephone number (see instructions)

(360) 663-5864
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$159,085,915J 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) 1,958,647
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,348,413 2,686,167  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,053,497
b Gross sales price for all assets on line 6a 7,178,794
7 Capital gain net income (from Part IV, line 2)... 2,551,229
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
2,582,769 784,356  
12 Total. Add lines 1 through 11........ 8,943,326 6,021,752  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 352,500 0   352,500
14 Other employee salaries and wages...... 116,731 0   116,731
15 Pension plans, employee benefits....... 40,549 0   40,549
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
48,759 0   48,759
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80,665 28,059   20,166
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
336,043 312,215   23,828
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
282,194 15,571   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
36,757 0  
20 Occupancy.............. 62,674 0   60,008
21 Travel, conferences, and meetings....... 32,814 0   32,814
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,469 1,354,399   49,138
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,440,155 1,710,244   744,493
25 Contributions, gifts, grants paid....... 8,741,990 8,741,990
26 Total expenses and disbursements. Add lines 24 and 25 10,182,145 1,710,244   9,486,483
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,238,819
b Net investment income (if negative, enter -0-) 4,311,508
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............. 2,300,338 759,294 759,294
2 Savings and temporary cash investments......... 3,908,000 2,153,000 2,153,000
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.......... 7,518 196,409 196,409
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 64,324,567 Click to see attachment
List of Attached Documents:
// Content
68,604,123 		68,604,123
c Investments—corporate bonds (attach schedule)....... 18,331,191 Click to see attachment
List of Attached Documents:
// Content
19,625,962 		19,625,962
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).......... 46,429,628 Click to see attachment
List of Attached Documents:
// Content
49,879,529 		65,950,311
14 Land, buildings, and equipment: basis right arrow1,819,483
Less: accumulated depreciation (attach schedule) right arrow57,466 7,090 Click to see attachment
List of Attached Documents:
// Content
1,762,017 		1,762,017
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
835,299 		Click to see attachment
List of Attached Documents:
// Content
34,799 		Click to see attachment
List of Attached Documents:
// Content
34,799
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 136,143,631 143,015,133 159,085,915
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) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
185,919
23 Total liabilities (add lines 17 through 22)......... 0 185,919
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 136,143,631 142,829,214
29 Total net assets or fund balances (see instructions)..... 136,143,631 142,829,214
30 Total liabilities and net assets/fund balances (see instructions). 136,143,631 143,015,133
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
136,143,631
2
Enter amount from Part I, line 27a .....................
2
-1,238,819
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,924,402
4
Add lines 1, 2, and 3 ..........................
4
142,829,214
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
142,829,214
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 PUBLICLY TRADED SECURITIES      
b ALTERNATIVE INVESTMENTS P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 4,987,004   4,627,565 359,439
b 1,079,914     1,079,914
c 1,111,876     1,111,876
d
e
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       359,439
b       1,079,914
c       1,111,876
d
e
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 2,551,229
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 59,930
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 59,930
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 59,930
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 123,228
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.............. 7 123,228
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 0
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 63,298
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow63,298 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 arrowWA
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 .............
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 addressright arrowWWW.KUNIFOUNDATION.ORG
14
The books are in care ofright arrowANGELA HULT Telephone no.right arrow (360) 663-5864

Located atright arrow900 WASHINGTON STREET SUITE 830VANCOUVERWA ZIP+4right arrow98660
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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
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)
 
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
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
 
 
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
GREG GOODWIN BOARD CHAIR
5.00 		45,000 0 0
900 WASHINGTON STREET
VANCOUVER,WA98660
SEAN KUNI SECRETARY
2.00 		37,500 0 0
900 WASHINGTON STREET
VANCOUVER,WA98660
JOHN HUNTER BOARD MEMBER
2.00 		43,750 0 0
900 WASHINGTON STREET
VANCOUVER,WA98660
ANGELA HULT PRESIDENT
40.00 		200,000 0 0
900 WASHINGTON STREET
VANCOUVER,WA98660
MATT NEWELL BOARD MEMBER
2.00 		26,250 0 0
900 WASHINGTON STREET
VANCOUVER,WA98660
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
ROBYN SHUEY DIRECTOR OF GRANTS &
40.00 		111,481 0 0
900 WASHINGTON STREET
VANCOUVER,WA98660
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
SELLWOOD CONSULTING LLC INVESTMENT MANAGEMENT 238,196
6650 SW REDWOOD LN SUITE 370
PORTLAND,OR97224
MOSS ADAMS LLP ACCOUNTING SERVICES 64,880
999 THIRD AVE SUITE 3300
SEATTLE,WA98104
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
87,403,811
b
Average of monthly cash balances.......................
1b
3,926,763
c
Fair market value of all other assets (see instructions)................
1c
66,874,816
d
Total (add lines 1a, b, and c).........................
1d
158,205,390
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
158,205,390
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,373,081
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
155,832,309
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,791,615
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
7,791,615
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
59,930
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
304,771
c
Add lines 2a and 2b............................
2c
364,701
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,426,914
4
Recoveries of amounts treated as qualifying distributions................
4
800,000
5
Add lines 3 and 4............................
5
8,226,914
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
8,226,914
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
9,486,483
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
9,486,483
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 8,226,914
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,010,462
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......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 9,486,483
a Applied to 2022, but not more than line 2a 1,010,462
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..... 8,226,914
e Remaining amount distributed out of corpus 249,107
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 5 249,107
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 ...... 		249,107
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 249,107
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE WEBSITE FOR MOST CURRENT INFO
900 WASHINGTON STREET SUITE 830
VANCOUVER,WA98660
(360) 213-0937
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE FOR MOST CURRENT INFO WWW.KUNIFOUNDATION.ORG
cAny submission deadlines:
SEE WEBSITE FOR MOST CURRENT INFO WWW.KUNIFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE FOR MOST CURRENT INFO WWW.KUNIFOUNDATION.ORG
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

ADVOCATES FOR LIFE SKILLS AND OPPORTUNITY INC

10541 SW CHERRY BLOSSOM DRIVE
PORTLAND,OR97216 		  PC GENERAL SUPPORT 300,000

ALBERTINA KERR CENTERS FOUNDATION INC

424 NE 22ND AVENUE
PORTLAND,OR97232 		  PC GENERAL SUPPORT 200

ALPHA SUPPORTED LIVING SERVICES

16030 JUANITA-WOODINVILLE WAY NE
BOTHELL,WA98011 		  PC GENERAL SUPPORT 150,000

ARC OF SPOKANE

320 E SECOND AVENUE
SPOKANE,WA99202 		  PC GENERAL SUPPORT 20,000

CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTE

9025 NE VON NEUMANN DR 110
HILLSBORO,OR97006 		  PC GENERAL SUPPORT 75,000

CITY OF VANCOUVER

415 W 6TH ST
VANCOUVER,WA98660 		  GOV GENERAL SUPPORT 101,065

COMMUNITY FOUNDATION OF SOUTHWEST WASHINGTON

610 ESTHER ST 201
VANCOUVER,WA98660 		  PC GENERAL SUPPORT 4,650

COMMUNITY VISION INC

2475 SE LADD AVE 240
PORTLAND,OR97214 		  PC TO ENSURE THAT PEOPLE WITH DISABILITIES DIRECT THEIR OWN LIVES 3,450

DISABILITY RIGHTS OREGON

511 SW 10TH AVENUE 200
PORTLAND,OR97205 		  PC GENERAL SUPPORT 200

EDWARDS CENTER

PO BOX 6269
BEAVERTON,OR97007 		  PC GENERAL SUPPORT 31,990

EXPONENT PHILANTHROPHY

1720 N ST NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 20,000

FRED HUTCHINSON CANCER CENTER

1100 FAIRVIEW AVE N
SEATTLE,WA98109 		  PC INNOVATIVE RESEARCH AND COMPASSIONATE CARE TO PREVENT AND ELIMATE CANCER AND INFECTION DISEASE 1,425,000

HORIZON PROJECT INC

608 N RUSSELL STREET
MILTONFREEWATER,OR97862 		  PC GENERAL SUPPORT 200,000

HOUSING OREGON

PO BOX 8427
PORTLAND,OR97207 		  PC TO SUPPORT THE HOUSING OREGON CONFERENCE 16,500

NORTH POLE STUDIO

2516 NW 29TH AVE 8
PORTLAND,OR97210 		  PC INCREASE OPPORTUNITIES FOR ARTISTS WITH AUTISM AND OTHER DISABILITIES 5,000

NW HOUSING ALTERNATIVES

2316 SE WILLARD STREET
MILWAUKIE,OR97222 		  PC GENERAL SUPPORT 200

OLYMPIC NEIGHBORS

470 DHARMA ROAD
CHIMACUM,WA98325 		  PC GENERAL SUPPORT 100,000

OREGON HEALTH & SCIENCE UNIVERSITY

3181 SW SAM JACKSON PARK RD
PORTLAND,OR97239 		  PC TO HELP MAKE A HEALTHIER WORLD THROUGH RESEARCH, HEALTH CARE AND EDUCATION 3,111,208

PARKVIEW SERVICES

4720 200TH STREET SW SUITE 200
LYNWOOD,WA98036 		  PC GENERAL SUPPORT 75,200

PHAME ACADEMY

1511 NE 17TH AVE
PORTLAND,OR97232 		  PC PERFORMANCE PROGRAM 2,790

PROVIDENCE PORTLAND MEDICAL FOUNDATION

4805 NE GLISAN STREET
PORTLAND,OR97213 		  PC CANCER RESEARCH 85,000

THE ARC OF GRAY'S HARBOR

PO BOX 1794
ABERDEEN,WA98520 		  PC GENERAL SUPPORT 354,000

THE VANCOUVER SYMPHONY ORCHESTRA

PO BOX 525
VANCOUVER,WA986660525 		  PC TO SUPPORT THE VANCOUVER SYMPHONY ARTS FESTIVAL 25,000

THE ZAIN JUSTIS FOUNDATION

PO BOX 704
CAMAS,WA98607 		  PC GENERAL SUPPORT 200

UNIVERSITY OF WASHINGTON

1410 NE CAMPUS PKWY
SEATTLE,WA98195 		  GOV GENERAL SUPPORT 2,385,337

VILLAGE COMMUNITY SERVICES

3210 SMOKEY POINT DRIVE 200
ARLINGTON,WA98223 		  PC GENERAL SUPPORT 250,000
Total .................................right arrow 3a 8,741,990
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 ........... 		         
4 Dividends and interest from securities .... 901101 62,848 14 2,285,565  
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 ..... 901101 24,696 14 2,025,058  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 1,765,496 18 288,001  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREFUND OF PRIOR YEAR TAXES 		    01 518,856  
bPROGRAM-RELATED INVESTMENTS     14 14,159  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,853,040 5,131,639 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,984,679
(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
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
 
Employer identification number

81-5181832
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
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
  		Employer identification number
81-5181832
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
THE PATRICIA A KUNI MARITAL TRUST
 
900 WASHINGTON STREET
 
VANCOUVER, WA98660

$ 1,958,647


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
  		Employer identification number

81-5181832
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
 CONDOMINIUM $ 1,790,000 2023-06-26
(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
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
  		Employer identification number

81-5181832
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:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 80,665 28,059   20,166

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

TY 2023 DepreciationSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE & EQUIPMENT 2018-01-31 29,483 20,709 SL 7.000000000000 4,212 0    
CONDOMINIUM 2023-06-19 1,790,000   SL 27.500000000000 32,545 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Name of Bond End of Year Book Value End of Year Fair Market Value
DOUBLELINE CORE FIXED IN 7,989,275 7,989,275
SCHWAB SHORT-TERM BOND I 7,827,627 7,827,627
SCHWAB US AGGREGATE BOND 3,809,060 3,809,060

TY 2023 InvestmentsCorpStockSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB FUNDAMENTAL US 8,363,078 8,363,078
VANGUARD EXTENDED 3,930,619 3,930,619
VANGUARD S&P 500 ETF 10,443,014 10,443,014
VANGUARD SHORT INFLATION 3,779,631 3,779,631
CHAMPLAIN MID CAP ISTIT 3,898,964 3,898,964
DODGE & COX INTERNTIONAL 6,440,092 6,440,092
GQG PARTNERS EMERGING MKTS 3,233,490 3,233,490
GRANDEUR PEAK EMERGING MKTS 2,317,902 2,317,902
JOHCM INTERNATIONAL SELECT 6,292,871 6,292,871
KOPERNIK GLOCAL ALL CAP 3,676,276 3,676,276
PRIMECAP ODYSSEY GROWTH 8,441,460 8,441,460
SEGALL BRYANT & HAMILL 1,956,068 1,956,068
VIRTUS ALPHASIMPLEX MANA 3,625,609 3,625,609
ACI WORLDWIDE INC 10,618 10,618
ADDUS HOMECARE CORP 17,549 17,549
ALBANY INTL CO 28,582 28,582
AMEDISYS INC 25,286 25,286
AMERESCO INC 22,454 22,454
AMERN EAGLE OUTFITRS 26,365 26,365
AMN HEALTHCARE SRVCS 11,681 11,681
AMPHASTAR PHARMA INC 18,988 18,988
ARIS WATER SOLUTIONS INC 10,488 10,488
AXCELIS TECHNOLOGIES 30,737 30,737
A10 NETWORKS INC 36,376 36,376
BADGER METER INC 15,128 15,128
BARRETT BUSINESS SVC 13,085 13,085
BOISE CASCADE CO 20,956 20,956
CA WATER SERVICE GRP 13,486 13,486
CACTUS INC 28,148 28,148
CAMBIUM NETWORKS CORP 12,216 12,216
CBIZ INC 25,349 25,349
CENTURY COMMUNITIES 33,995 33,995
COHERENT CORP 33,866 33,866
COHERUS BIOSCIENCES 9,141 9,141
COMFORT SYSTEMS USA 60,465 60,465
CONSENSUS CLOUD SOLUTION 12,109 12,109
CORCEPT THERAPEUTICS 14,096 14,096
D M C GLOBAL INC 14,303 14,303
DIODES INC 26,813 26,813
DORMAN PRODUCTS INC 26,775 26,775
DRIL QUIP 23,386 23,386
ENSIGN GROUP INC 60,930 60,930
EVERCORE INC 16,763 16,763
EVERTEC INC 21,248 21,248
EXLSERVICE HOLDINGS 29,369 29,369
EXPONENT INC 22,186 22,186
FRANKLIN ELECTRIC CO 18,267 18,267
GENTHERM INC 26,023 26,023
GLACIER BANCORP INC 38,262 38,262
GLOBUS MEDICAL INC 28,617 28,617
HEALTHCARE SVC GROUP 13,471 13,471
HOPE BANCORP INC 18,011 18,011
INSTEEL INDUSTRIES 32,278 32,278
IRADIMED CORP 12,817 12,817
J & J SNACK FOOD CORP 20,893 20,893
JACK IN THE BOX INC 19,020 19,020
KULICKE & SOFFS INDS 21,286 21,286
LA-Z-BOY INC 27,062 27,062
LAKELAND FINL 18,245 18,245
LANDSTAR SYS INC 29,241 29,241
LEMAITRE VASCULAR 32,240 32,240
LITHIA MOTORS INC 39,843 39,843
LUMENTUM HOLDINGS INC 15,307 15,307
MA COM TECH SOLUTN 32,533 32,533
MASTEC INC 22,262 22,262
MAXIMUS INC 18,030 18,030
MEDIFAST INC 10,755 10,755
MEDPACE HOLDINGS INC 60,386 60,386
METHODE ELECTRONICS 28,844 28,844
MILLERKNOLL INC 21,771 21,771
N V E CORP 17,568 17,568
NEOGEN CORP 31,573 31,573
O S I SYSTEMS INC 28,133 28,133
OLLIES BARGAIN OUTLET HO 21,097 21,097
OMNICELL INC 11,440 11,440
ONTO INNOVATION INC 33,179 33,179
PEDIATRIX MEDICAL GROUP 10,556 10,556
PERFICIENT INC 15,139 15,139
PERFORMANCE FOOD GROUP 37,756 37,756
PHIBRO ANIMAL HEALTH 11,742 11,742
PHOTRONICS INC 22,179 22,179
QUAKER HOUGHTON 25,824 25,824
QUALYS INC 21,983 21,983
R B C BEARINGS INC 39,315 39,315
R P C INC 15,536 15,536
ROGERS CORP 20,207 20,207
SELECT WATER SOLUTIONS 15,757 15,757
SHAKE SHACK 19,271 19,271
SHUTTERSTOCK INC 11,104 11,104
SITEONE LANDSCAPE SUPPLY 32,663 32,663
STERLING INFRASTRUCTURE 33,501 33,501
SUPERNUS PHARMA 18,348 18,348
SYNAPTICS INC 19,394 19,394
TETRA TECH INC 47,741 47,741
TEXAS ROADHOUSE 20,901 20,901
US PHYSICAL THERAPY 29,060 29,060
UFP INDS INC 40,427 40,427
VISHAY PRECISION GRP 18,262 18,262
WD-40 CO 12,671 12,671
WESBANCO INC 23,528 23,528
YETI HOLDINGS INC 23,094 23,094
ZIFF DAVIS INC 20,627 20,627
ZYNEX INC 14,168 14,168
1ST FINL BANK 23,543 23,543
EASTERLY GOVT PPTYS 9,865 9,865
GETTY REALTY CORP 18,672 18,672
LTC PROPERTIES INC 10,824 10,824

TY 2023 InvestmentsOtherSchedule2
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INTEREST FMV 1,266 1,266
SPUR VENTURES V LP FMV 5,134,228 11,784,910
PDX PHARMACEUTICALS FMV 3,500,000 3,500,000
CRAFT3 FMV 1,000,000 1,000,000
KANE 1 LLC FMV 2,572 2,572
ENDEAVOUR ASSOCIATES FUND VII LP FMV 66,764 1,051,317
THE HIGHCLERE INTERNATIONAL INVESTORS SMALLER COMPANIES FUND FMV 5,759,735 5,243,610
BPEA IV LP FMV 1,086,408 5,470,935
BPEA V LP FMV 7,783,378 5,759,900
BPEA VI LP FMV 1,100,000 1,730,030
ACCOLADE PARTNERS GROWTH II-A LP FMV 1,329,780 1,793,571
ACCOLADE PARTNERS GROWTH III-A LP FMV 210,000 217,041
ABRY PARTNERS IX LP FMV 3,651,161 5,276,788
ABRY ADVANCED SECURITIES FUND IV LP FMV 1,519,506 2,705,443
SPUR VENTURES VI LP FMV 7,288,125 8,424,795
KEI HOLDING COMPANY FMV 4,466,699 4,466,699
ABBOTT SECONDARY OPPORTUNITIES II LP FMV 2,793,052 4,280,098
SPUR VENTURES VII LP FMV 630,000 684,481
OAKTREE OPPORTUNITIES FUND XI FEEDER (CAYMAN) LP FMV 2,556,855 2,556,855

TY 2023 LandEtcSchedule2
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & EQUIPMENT 29,483 24,921 4,562  
CONDOMINIUM 1,790,000 32,545 1,757,455  


TY 2023 LegalFeesSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 48,759 0   48,759


TY 2023 OtherAssetsSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ART 35,299 34,799 34,799
PROGRAM-RELATED INVESTMENTS 800,000 0 0


TY 2023 OtherExpensesSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 11,422 0   11,422
INSURANCE 5,050 0   4,349
DUES AND SUBSCRIPTIONS 3,583 0   3,583
IT SUPPORT 7,039 0   7,039
ADVERTISING 2,745 0   2,745
BANK & MERCHANT FEES 280 280   0
ALTERNATIVE INVESTMENT EXPENSES 0 1,354,119   0
SPONSORSHIP 20,350 0   20,000


TY 2023 OtherIncomeSchedule2
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 2,049,754 770,197 2,049,754
REFUND OF PRIOR YEAR TAXES 518,856   518,856
PROGRAM-RELATED INVESTMENTS 14,159 14,159 14,159


TY 2023 OtherIncreasesSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Description Amount
UNREALIZED GAIN FROM INVESTMENTS 7,924,402


TY 2023 OtherLiabilitiesSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITY 0 185,919


TY 2023 OtherProfessionalFeesSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 312,215 312,215   0
CONSULTING 23,828 0   23,828


TY 2023 TaxesSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 0 15,571   0
EXCISE TAXES 280,000 0   0
STATE TAXES 2,194 0   0