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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$189,132,688J 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) 26,299,566
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,635,053 3,376,064  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 490,076
b Gross sales price for all assets on line 6a 7,908,443
7 Capital gain net income (from Part IV, line 2)... 3,389,413
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
60,698 216,779  
12 Total. Add lines 1 through 11........ 29,485,393 6,982,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 373,654 0   373,654
14 Other employee salaries and wages...... 97,529 0   97,529
15 Pension plans, employee benefits....... 38,673 0   38,673
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
30,898 0   30,898
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,698 13,486   12,924
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
361,594 330,603   30,991
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
444,283 14,696   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
15,060 0  
20 Occupancy.............. 49,080 0   49,080
21 Travel, conferences, and meetings....... 52,314 0   52,314
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,316 1,386,001   45,917
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,574,099 1,744,786   731,980
25 Contributions, gifts, grants paid....... 15,787,024 7,608,057
26 Total expenses and disbursements. Add lines 24 and 25 17,361,123 1,744,786   8,340,037
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,124,270
b Net investment income (if negative, enter -0-) 5,237,470
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 759,294 1,735,996 1,735,996
2 Savings and temporary cash investments......... 2,153,000 350,000 350,000
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 arrow400,000
Less: allowance for doubtful accounts right arrow0 0 400,000 400,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 196,409 159,292 159,292
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 68,604,123 Click to see attachment
List of Attached Documents:
// Content
51,940,649 		51,940,649
c Investments—corporate bonds (attach schedule)....... 19,625,962 Click to see attachment
List of Attached Documents:
// Content
63,442,586 		63,442,586
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).......... 49,879,529 Click to see attachment
List of Attached Documents:
// Content
53,988,839 		71,068,809
14 Land, buildings, and equipment: basis right arrow29,483
Less: accumulated depreciation (attach schedule) right arrow29,133 1,762,017 Click to see attachment
List of Attached Documents:
// Content
350 		350
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
34,799 		Click to see attachment
List of Attached Documents:
// Content
35,006 		Click to see attachment
List of Attached Documents:
// Content
35,006
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 143,015,133 172,052,718 189,132,688
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   8,178,967
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
185,919 		Click to see attachment
List of Attached Documents:
// Content
135,688
23 Total liabilities (add lines 17 through 22)......... 185,919 8,314,655
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 142,829,214 163,738,063
29 Total net assets or fund balances (see instructions)..... 142,829,214 163,738,063
30 Total liabilities and net assets/fund balances (see instructions). 143,015,133 172,052,718
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
142,829,214
2
Enter amount from Part I, line 27a .....................
2
12,124,270
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,784,579
4
Add lines 1, 2, and 3 ..........................
4
163,738,063
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
163,738,063
Form 990-PF (2024)
Form 990-PF (2024)
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      
b ALTERNATIVE INVESTMENTS P    
c SALE OF ASSETS D 2023-06-19 2024-03-13
d CAPITAL GAINS DIVIDENDS P    
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 536,402   2,639,738 -2,103,336
b 2,994,879     2,994,879
c 1,775,000 43,393 1,922,685 -104,292
d 2,602,162     2,602,162
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       -2,103,336
b       2,994,879
c       -104,292
d       2,602,162
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 3,389,413
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 72,801
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 72,801
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 72,801
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 103,298
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 143,298
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 70,497
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow70,497 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 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
ANGELA HULT PRESIDENT
40.00 		221,154 6,635 0
900 WASHINGTON STREET
VANCOUVER,WA98660
JOHN HUNTER DIRECTOR
2.00 		35,000 0 0
900 WASHINGTON STREET
VANCOUVER,WA98660
MATT NEWELL DIRECTOR
2.00 		35,000 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 		93,289 2,799 0
900 WASHINGTON STREET
VANCOUVER,WA98660
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 263,046
6650 SW REDWOOD LN SUITE 370
PORTLAND,OR97224
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 A LOW INTEREST LOAN TO SUPPORT THE DEVELOPMENT AND CONSTRUCTION FOR HYDE PARK IN LINCOLN, OREGON, A DUPLEX COMMUNITY DESIGNED FOR SIX RESIDENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABLITIES. 400,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow400,000
Form 990-PF (2024)
Form 990-PF (2024)
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
101,848,993
b
Average of monthly cash balances.......................
1b
3,025,098
c
Fair market value of all other assets (see instructions)................
1c
71,068,809
d
Total (add lines 1a, b, and c).........................
1d
175,942,900
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
175,942,900
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,639,144
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
173,303,756
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,665,188
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
8,665,188
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
72,801
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
3,161
c
Add lines 2a and 2b............................
2c
75,962
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,589,226
4
Recoveries of amounts treated as qualifying distributions................
4
46,940
5
Add lines 3 and 4............................
5
8,636,166
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
8,636,166
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
8,340,037
b
Program-related investments—total from Part VIII-B..................
1b
400,000
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
8,740,037
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 8,636,166
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 249,107
f Total of lines 3a through e ........ 249,107
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 8,740,037
a Applied to 2023, 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 2024 distributable amount..... 8,636,166
e Remaining amount distributed out of corpus 103,871
5 Excess distributions carryover applied to 2024. 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 5 352,978
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		352,978
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 249,107
e Excess from 2024.... 103,871
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ALLIANCE OF LOCAL SERVICE ORGANIZATIONS

354 NE NORTON AVE 101
BEND,OR97216 		  PC GENERAL SUPPORT 200

ALPHA SUPPORTED LIVING SERVICES

16030 JUANITA-WOODINVILLE WAY NE
BOTHELL,WA98011 		  PC GENERAL SUPPORT 25,000

ALBERTINA KERR

722 NE 162ND AVE
PORTLAND,OR97230 		  PC GENERAL SUPPORT 1,500

COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON

610 ESTHER ST STE 201
VANCOUVER,WA98660 		  PC GENERAL SUPPORT 5,000

COMMUNITY HOMES

PO BOX 1240
BOTHELL,WA98041 		  PC GENERAL SUPPORT 46,740

COMMUNITY VISION INC

2475 SE LADD AVE 240
PORTLAND,OR97214 		  PC TO ENSURE THAT PEOPLE WITH DISABILITIES DIRECT THEIR OWN LIVES 2,300

DISABILITY RIGHTS OREGON

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

EDWARDS CENTER

PO BOX 6269
BEAVERTON,OR97007 		  PC GENERAL SUPPORT 27,642

EVERYBODY ATHELETES

10940 SW BARNES RD
PORTLAND,OR97225 		  PC GENERAL SUPPORT 20,000

EXCEED ENTERPRISES

5285 SE MALLARD WAY
MILWAUKIE,OR97222 		  PC GENERAL SUPPORT 20,000

EXPONENT PHILANTHROPHY

1720 N ST NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 10,000

FOURTH PLAIN FORWARD

2505 E 4TH PLAIN BLVD
VANCOUVER,WA98661 		  PC GENERAL SUPPORT 161,448

FRED HUTCHINSON CANCER CENTER

1100 FAIRVIEW AVE N
SEATTLE,WA98109 		  PC INNOVATIVE RESEARCH AND COMPASSIONATE CARE TO PREVENT AND ELIMATE CANCER AND INFECTION DISEASE 898,738

FRIENDSHIP CIRCLE

446 NW NAITO PKWY
PORTLAND,OR97209 		  PC GENERAL SUPPORT 15,000

GERMAINE'S CULINARY INC

4207 SE WOODSTOCK BLVD 105
PORTLAND,OR97206 		  PC GENERAL SUPPORT 50,000

HOLLY RIDGE CENTER

5112 NW TAYLOR RD
BREMERTON,WA98312 		  PC GENERAL SUPPORT 30,000

HOME LIFE

2420 NW PROFESSIONAL DR STE 200
CORVALLIS,OR97330 		  PC GENERAL SUPPORT 20,000

HORIZON PROJECT INC

608 N RUSSELL ST
MILTONFREEWATER,OR97862 		  PC GENERAL SUPPORT 200

HOUSING OREGON

PO BOX 8427
PORTLAND,OR97207 		  PC TO SUPPORT THE HOUSING OREGON CONFERENCE 5,000

NORTH POLE STUDIO

2516 NW 29TH AVE 8
PORTLAND,OR97210 		  PC INCREASE OPPORTUNITIES FOR ARTISTS WITH AUTISM AND OTHER DISABILITIES 46,100

NORTHWEST ASSOCIATION FOR BLIND ATHLETES

703 BROADWAY ST 600
VANCOUVER,WA98660 		  PC GENERAL SUPPORT 500

OREGON HEALTH & SCIENCE UNIVERSITY

3181 SW SAM JACKSON PARK RD
PORTLAND,OR97239 		  GOV TO HELP MAKE A HEALTHIER WORLD THROUGH RESEARCH, HEALTH CARE AND EDUCATION 894,373

OREGON SELF ADVOCACY COALITION

540 24TH PL NE
SALEM,OR97301 		  PC GENERAL SUPPORT 200

ORION INDUSTRIES

1590 A ST NE
AUBURN,WA98002 		  PC GENERAL SUPPORT 15,686

PARKVIEW SERVICES

4720 200TH ST SW STE 200
LYNWOOD,WA98036 		  PC GENERAL SUPPORT 50,200

PEARL BUCK CENTER

3690 W 1ST AVE
EUGENE,OR97402 		  PC GENERAL SUPPORT 20,000

PHAME ACADEMY

1511 NE 17TH AVE
PORTLAND,OR97232 		  PC PERFORMANCE PROGRAM 102,100

POCKET NEIGHBORHOOD FOUNDATION

814 HOME AVE
WALLA WALLA,WA99362 		  PC GENERAL SUPPORT 200,000

PORTLAND ART MUSUEM

1219 SW PARK AVE
PORTLAND,OR97205 		  PC GENERAL SUPPORT 25,000

SABIN CDC

1488 NE ALBERTA ST
PORTLAND,OR97211 		  PC GENERAL SUPPORT 97,500

SAMMY'S PLACE

PO BOX 53
NEHALEM,OR97131 		  PC GENERAL SUPPORT 283,333

SEATTLE CHILDREN'S HOSPITAL

4800 SAND POINT WAY NE
SEATTLE,WA98105 		  PC GENERAL SUPPORT 350,000

SPECIAL OLYMPICS OREGON

8313 SW CIRRUS DRIVE
BEAVERTON,OR97008 		  PC GENERAL SUPPORT 25,000

STEPS INC

56 SMI WAY SUITE B
FARMVILLE,VA23901 		  PC GENERAL SUPPORT 20,000

SWEDISH CANCER INSTITUTE

21632 HIGHWAY 99
EDMONDS,WA98026 		  PC GENERAL SUPPORT 298,592

THE SHADOW PROJECT

2154 NE BROADWAY ST
PORTLAND,OR97232 		  PC GENERAL SUPPORT 16,000

TIERRA VILLAGE

11864 SUNITSCH CANYON RD
LEAVENWORTH,WA98826 		  PC GENERAL SUPPORT 20,000

UNIVERSITY OF WASHINGTON

1410 NE CAMPUS PKWY
SEATTLE,WA98195 		  GOV GENERAL SUPPORT 2,026,766

UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE

1959 NE PACIFIC ST
SEATTLE,WA98195 		  GOV GENERAL SUPPORT 1,440,000

VANCOUVER HOUSING AUTHORITY

500 OMAHA WAY
VANCOUVER,WA98661 		  PC GENERAL SUPPORT 225,000

CITY OF VANCOUVER

415 W 6TH ST
VANCOUVER,WA98660 		  GOV VANCOUVER MOVIE NIGHT AT FRUIT VALLEY PARK 2,740

CITY OF VANCOUVER

415 W 6TH ST
VANCOUVER,WA98660 		  GOV VANCOUVER PLAYGROUND PROJECT 100,000
Total .................................right arrow 3a 7,608,058
bApproved for future payment

CITY OF VANCOUVER
415 W 6TH ST
VANCOUVER,WA98660 		  GOV GENERAL SUPPORT 800,000

FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVE N
SEATTLE,WA98109 		  PC INNOVATIVE RESEARCH AND COMPASSIONATE CARE TO PREVENT AND ELIMATE CANCER AND INFECTION DISEASE 1,050,000

OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK RD
PORTLAND,OR97239 		  GOV TO HELP MAKE A HEALTHIER WORLD THROUGH RESEARCH, HEALTH CARE AND EDUCATION 768,768

SAMMY'S PLACE
PO BOX 53
NEHALEM,OR97131 		  PC GENERAL SUPPORT 566,667

SEATTLE CHILDREN'S HOSPITAL
4800 SAND POINT WAY NE
SEATTLE,WA98105 		  PC GENERAL SUPPORT 700,000

UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PKWY
SEATTLE,WA98195 		  GOV GENERAL SUPPORT 4,293,531
Total ................................. right arrow 3b 8,178,966
Form 990-PF (2024)
Form 990-PF (2024)
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 14,572 14 2,620,481  
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 ............ 		901101 229,384 18 260,692  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREFUND OF PAYROLL TAXES 		    01 46,940  
bALTERNATIVE INVESTMENTS 900001 -65,237 14 65,237  
cPROGRAM-RELATED INVESTMENTS     14 13,758  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 178,719 3,007,108 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,185,827
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
  		Employer identification number
81-5181832
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE PATRICIA A KUNI MARITAL TRUST
 
900 WASHINGTON STREET
 
VANCOUVER, WA98660

$ 20,702,971


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
PATRICIA KUNI ESTATE
 
900 WASHINGTON STREET
 
VANCOUVER, WA98660

$ 5,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JOAN KUNI ESTATE
 
900 WASHINGTON STREET
 
VANCOUVER, WA98660

$ 596,595


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 
$    
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 51,698 13,486   12,924

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TY 2024 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 24,921 SL 7.000000000000 4,212 0    
CONDOMINIUM 2023-06-19 1,790,000 32,545 SL 27.500000000000 10,848 0    

TY 2024 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
AQR MANAGED FUTURES STRATEGY 802,802 802,802
CHAMPLAIN MID CAP INSTITUTIONAL 3,084,192 3,084,192
DODGE & COX INTERNATIONAL 7,932,644 7,932,644
DOUBLELINE CORE FIXED IN 9,448,433 9,448,433
GQG PARTNERS EMERGING MKTS 4,805,525 4,805,525
GRANDEUR PEAK EMERGING MKTS 2,832,144 2,832,144
JOHCM INTERNATIONAL SELECT 8,029,215 8,029,215
KOPERNIK GLOBAL ALL CAP 4,251,311 4,251,311
SCHWAB SHORT-TERM BOND I 2,791,462 2,791,462
SCHWAB US AGGREGATE BOND 8,554,246 8,554,246
SEGALL BRYANT & HAMILL 2,508,368 2,508,368
VANGUARD DEVELOPED MARKETS 4,558,847 4,558,847
VIRTUS ALPHASIMPLEX MANA 3,843,397 3,843,397

TY 2024 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
A10 NETWORKS INC 50,821 50,821
ACI WORLDWIDE INC 23,360 23,360
ADDUS HOMECARE CORP 31,588 31,588
ALBANY INTERNATIONAL CORP 38,066 38,066
AMEDISYS INC 24,150 24,150
AMERESCO INC 13,712 13,712
AMERICAN EAGLE OUTFITTER 21,721 21,721
AMPHASTAR PHARMACEUTICAL 20,199 20,199
ARIS WTR SOLUTIONS INC 29,938 29,938
BADGER METER INC 34,151 34,151
BARRETT BUSINESS SERVICES INC 23,805 23,805
BOISE CASCADE CO 19,255 19,255
CACTUS INC 36,183 36,183
CALIFORNIA WATER SERVICE GROUP 16,047 16,047
CBIZ INC 39,606 39,606
CENTURY COMMUNITIES INC 18,854 18,854
COLUMBUS MCKINNON CORP 23,834 23,834
CONMED CORP 22,722 22,722
CONSENSUS CLOUD SOLUTION 11,023 11,023
CORCEPT THERAPEUTICS INC 21,869 21,869
DIODES INC 33,240 33,240
DONNELLEY FINANCIAL SOLUTIONS 19,133 19,133
DORMAN PRODS INC 36,792 36,792
ENSIGN GROUP INC 59,123 59,123
EPLUS INC 20,317 20,317
EVERCORE INC 27,165 27,165
EVERTEC INC 17,921 17,921
EXLSERVICE HOLDINGS INC 42,250 42,250
EXPONENT INC 27,621 27,621
FABRINET 31,003 31,003
FIRST FINANCIAL BANKSHARES INC 28,011 28,011
FRANKLIN ELECTRIC INC 23,875 23,875
GENTHERM INC 28,107 28,107
GETTY REALTY CORP 19,253 19,253
GLACIER BANCORP INC 46,504 46,504
GLOBUS MEDICAL INC 55,747 55,747
HARMONY BIOSCIENCES HOLDING 26,977 26,977
HEALTHCARE SVCS GROUP 15,088 15,088
HEALTHSTREAM INC 13,006 13,006
HOPE BANCORP INC 18,324 18,324
INNOVEX INTL INC 18,608 18,608
INSTEEL INDS INC 22,769 22,769
IRADIMED CORP 20,955 20,955
J & J SNACK FOODS CORP 19,391 19,391
JACK IN THE BOX INC 14,033 14,033
KULICKE & SOFFA INDS INC 35,508 35,508
LAKELAND FINANCIAL CORP 19,253 19,253
LANDSTAR SYSTEM INC 25,951 25,951
LA-Z-BOY INC 31,937 31,937
LEMAITRE VASCULAR INC 45,149 45,149
LITHIA MTRS INC 43,249 43,249
LTC PROPERTIES INC 11,643 11,643
MACOM TECHNOLOGY SOLUTION 45,469 45,469
MASTEC INC 40,025 40,025
MAXIMUS INC 16,050 16,050
MILLERKNOLL INC 18,433 18,433
MODINE MANUFACTURING CO 32,113 32,113
NAPCO SEC TECHNOLOGIES 18,847 18,847
NEOGEN CORP 23,066 23,066
NVE CORP 18,240 18,240
OLLIES BARGAIN OUTLET HL 30,505 30,505
OMNICELL INC 13,534 13,534
ONTO INNOVATION INC 10,167 10,167
OSI SYSTEMS INC 42,192 42,192
PACIRA BIOSCIENCES INC 30,634 30,634
PEDIATRIX MEDICAL GROUP 14,891 14,891
PERFORMANCE FOOD GROUP 46,164 46,164
PHOTRONICS INC 13,641 13,641
PLEXUS CORP 31,452 31,452
QUAKER HOUGHTON 17,032 17,032
QUALYS INC 22,716 22,716
RBC BEARINGS INC 41,281 41,281
ROGERS CORP 15,546 15,546
RPC INC 12,676 12,676
SCHWAB FUNDAMENTAL US 14,300,115 14,300,115
SELECT WATER SOLUTIONS 33,497 33,497
SHAKE SHACK INC 26,998 26,998
SHUTTERSTOCK INC 6,981 6,981
SITEONE LANDSCAPE SUPPLY 26,486 26,486
STERLING INFRASTRUCTURE 64,179 64,179
SUPERNUS PHARMACEUTICALS 22,925 22,925
SYNAPTICS INC 12,974 12,974
TEXAS ROADHOUSE INC 12,811 12,811
UFP INDS INC 36,273 36,273
UFP TECHNOLOGIES INC 26,652 26,652
ULTRA CLEAN HOLDINGS INC 22,828 22,828
US PHYSICAL THERAPY 31,226 31,226
VANGUARD EXTENDED 2,649,316 2,649,316
VANGUARD S&P 500 ETF 28,646,911 28,646,911
VANGUARD SHORT INFLATION 3,938,622 3,938,622
VISHAY PRECISION GROUP 12,580 12,580
WD-40 CO 17,716 17,716
WESBANCO INC 24,405 24,405
YETI HOLDINGS INC 17,175 17,175
ZIFF DAVIS INC 21,247 21,247
ZYNEX INC 15,251 15,251

TY 2024 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
ABBOTT SECONDARY OPPORTUNITIES II LP FMV 4,181,992 5,418,031
ABRY ADVANCED SECURITITES FUND IV LP FMV 2,805,074 2,510,055
ABRY PARTNERS IX LP FMV 3,250,933 5,141,964
ACCOLADE PARTNERS II-A LP FMV 2,374,038 2,131,767
ACCOLADE PARTNERS III-A LP FMV 351,845 343,512
BPEA IV LP FMV 2,831,854 6,260,191
BPEA V LP FMV 3,993,156 6,037,610
BPEA VI LP FMV 2,042,261 2,641,388
ENDEAVOUR ASSOCIATES FUND VII LP FMV 613,819 1,120,943
KEI HOLDING COMPANY FMV 4,453,341 4,453,341
OAKTREE OPPORTUNITIES FUND XI FEEDER (CAYMAN) LP FMV 2,685,927 2,647,266
OAKTREE OPPORTUNITIES FUND XII FEEDER (CAYMAN) LP FMV 280,248 427,852
PDX PHARMACEUTICALS FMV 3,500,000 3,500,000
SPUR VENTURES FUND V LP FMV 6,544,017 11,756,888
SPUR VENTURES VI LP FMV 6,577,649 9,191,028
SPUR VENTURES VII LP FMV 1,204,866 1,326,925
THE HIGHCLERE INTERNATIONAL FMV 5,297,819 5,160,048
CRAFT3 AT COST 1,000,000 1,000,000

TY 2024 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 29,133 350  


TY 2024 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 30,898 0   30,898


TY 2024 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 34,799 35,006 35,006


TY 2024 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 8,052 0   8,052
INSURANCE 2,508 0   1,392
DUES AND SUBSCRIPTIONS 6,541 0   6,541
IT SUPPORT 12,705 0   12,705
ADVERTISING 17,169 0   17,169
BANK & MERCHANT FEES 288 288   0
ALTERNATIVE INVESTMENT EXPENSES 0 1,373,718   0
CONDOMINIUM EXPENSES 11,995 11,995   0
PROGRAM & EDUCATION 58 0   58


TY 2024 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
ALTERNATIVE INVESTMENTS 0 203,021 0
REFUND OF PAYROLL TAXES 46,940   46,940
PROGRAM-RELATED INVESTMENTS 13,758 13,758 13,758


TY 2024 OtherIncreasesSchedule
Name:
WAYNE D KUNI AND JOAN E KUNI FOUNDATION
EIN:
81-5181832
Description Amount
UNREALIZED GAIN FROM INVESTMENTS 8,784,579


TY 2024 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 185,919 135,688
  0 0


TY 2024 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 330,603 330,603   0
CONSULTING FEES 30,991 0   30,991


TY 2024 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 14,696   0
EXCISE TAXES 324,861 0   0
STATE TAXES 119,422 0   0