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
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF
Number and street (or P.O. box number if mail is not delivered to street address)300 BRICKSTONE SQUARE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANDOVER, MA01810
A Employer identification number

04-3251269
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$48,074,434J 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) 290,074
2 Check right arrow.............
3 Interest on savings and temporary cash investments 198,748 198,748  
4 Dividends and interest from securities... 468,528 468,528  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,667,424
b Gross sales price for all assets on line 6a 5,138,967
7 Capital gain net income (from Part IV, line 2)... 2,667,424
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
95,965 95,965  
12 Total. Add lines 1 through 11........ 3,720,739 3,430,665  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 320,000 210,000   110,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,300 27,300   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,894 3,345   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,764 2,764   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
367,577 364,245   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 749,535 607,654   110,000
25 Contributions, gifts, grants paid....... 2,749,964 2,749,964
26 Total expenses and disbursements. Add lines 24 and 25 3,499,499 607,654   2,859,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 221,240
b Net investment income (if negative, enter -0-) 2,823,011
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............. 72,597 157,004 157,004
2 Savings and temporary cash investments......... 132,152 767,136 767,136
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 26,862,023 Click to see attachment
List of Attached Documents:
// Content
23,963,608 		31,295,342
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
2,055,531 		2,050,325
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).......... 12,108,172 Click to see attachment
List of Attached Documents:
// Content
12,450,982 		13,545,642
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
312,922 		Click to see attachment
List of Attached Documents:
// Content
314,845 		Click to see attachment
List of Attached Documents:
// Content
258,985
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,487,866 39,709,106 48,074,434
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 39,487,866 39,709,106
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 39,487,866 39,709,106
30 Total liabilities and net assets/fund balances (see instructions). 39,487,866 39,709,106
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
39,487,866
2
Enter amount from Part I, line 27a .....................
2
221,240
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,709,106
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,709,106
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 JPM #0004      
b PUBLICALY TRADED SECURITIES JPM #6001      
c PUBLICALY TRADED SECURITIES JPM #5006      
d SANFORD BERNSTEIN #3812 P    
e SANFORD BERNSTEIN #1972 P    
SANFORD BERNSTEIN #4027 P    
HIGHBRIDGE MEZZANINE LIQUIDATION P    
JPM INFRAESTRUCTURE P    
PARTNERS INNOVATION FUND P    
BROWN ADVISORY P    
POLYGON RECOVERY P    
PRIME IMPACT EQUITY FUND I P    
AB PRIVATE CREDIT MIDDLE MARKET P    
CALVERT SMALL CAP P    
AHI-LHF PARTNERS P    
DF IMPACT CAPITAL LLC P    
BLACKSTONE BREIT P    
HLM VENTURE P    
GENERATION VEHICLES FUND P    
HPS MEZZANINE PRIVATE INVESTORS 2019 FUND P    
PARTNERS INNOVATION FUND P    
SANFORD BERNSTEIN #4027 P    
DF IMPACT CAPITAL LLC P    
HLM VENTURE P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 482,292   321,707 160,585
b 1,341,644   1,014,588 327,056
c 329,979   359,493 -29,514
d 44,585     44,585
e 1,207     1,207
1,306,335     1,306,335
    314,739 -314,739
22,575     22,575
38,754     38,754
549,252     549,252
81     81
    42,761 -42,761
    918 -918
649,309     649,309
    256,126 -256,126
    16,576 -16,576
181,898     181,898
    49,959 -49,959
    83,802 -83,802
48,994     48,994
4,213     4,213
137,422     137,422
68     68
    10,874 -10,874
359     359
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       160,585
b       327,056
c       -29,514
d       44,585
e       1,207
      1,306,335
      -314,739
      22,575
      38,754
      549,252
      81
      -42,761
      -918
      649,309
      -256,126
      -16,576
      181,898
      -49,959
      -83,802
      48,994
      4,213
      137,422
      68
      -10,874
      359
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 2,667,424
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 39,240
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 39,240
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 39,240
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,000
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 2,152
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 11,392
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWILLIAM CHASE Telephone no.right arrow (617) 513-9918

Located atright arrow300 BRICKSTONE SQUARE SUITE 201ANDOVERMA ZIP+4right arrow01810
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowOD
Form 990-PF (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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LOUISE DUNN III CO DUNN CHARIT FND TRUSTEE
1.00 		0 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
MARGARET DUNN CO DUNN CHARIT FOUND TRUSTEE
1.00 		20,000 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
RAYMOND J DUNN IV CO DUNN CH FND EXECUTIVE DIRECTOR
10.00 		100,000 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
MARTIN DUNN CO DUNN CHARITABLE FOUN TRUSTEE
1.00 		0 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
PETER DUNN CO DUNN CHARITABLE FOUND TRUSTEE
1.00 		0 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
WILLIAM J CHASE CO DUNN CHARI FOUN TRUSTEE/CONTROLLER
20.00 		200,000 0 0
300 BRICKSTONE SQUARE NO 201
ANDOVER,MA01810
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
47,540,631
b
Average of monthly cash balances.......................
1b
349,146
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
47,889,777
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
47,889,777
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
718,347
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
47,171,430
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,358,572
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,358,572
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,240
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
2,528
c
Add lines 2a and 2b............................
2c
41,768
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,316,804
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,316,804
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,316,804
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
2,859,964
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
2,859,964
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 2,316,804
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...... 251,264
d From 2022...... 504,870
e From 2023...... 740,910
f Total of lines 3a through e ........ 1,497,044
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,859,964
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..... 2,316,804
e Remaining amount distributed out of corpus 543,160
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 2,040,204
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 ...... 		2,040,204
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 251,264
c Excess from 2022.... 504,870
d Excess from 2023.... 740,910
e Excess from 2024.... 543,160
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).)
LOUISE DUNN III CO DUNN CHARIT FND
MARGARET DUNN CO DUNN CHARIT FOUND
RAYMOND J DUNN IV CO DUNN CH FND
MARTIN DUNN CO DUNN CHARITABLE FOUN
PETER DUNN CO DUNN CHARITABLE FOUND
WILLIAM J CHASE CO DUNN CHARI FOUN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
LOUISE DUNN III CO DUNN CHARIT FND
MARTIN DUNN CO DUNN CHARITABLE FOUN
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

603 UNITED

1921 PARADE RD
LACONIA,NH03246 		NONE PC UNRESTRICTED GIFT 300

ACCESO IMPACT INC

223 BEDFORD AVE SUITE 1042
BROOKLYN,NY11211 		NONE PC UNRESTRICTED GIFT 40,000

AGROECOLOGY FUND

4113 POMPANO PL
CORPUS CHRISTI,TX78411 		NONE PC UNRESTRICTED GIFT 50,000

AIDA - INTERAMERICAN ASSOCIATION FOR ENVIRONMENTAL DEFENSE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111 		NONE PC UNRESTRICTED GIFT 40,000

AL OTRO LADO

PO BOX 32578
LOS ANGELES,CA90032 		NONE PC UNRESTRICTED GIFT 5,000

ALTERNA FOUNDATION INC- FLII SPONSORSHIP

2426 BROWNING ST
BERKELEY,CA94702 		NONE PC UNRESTRICTED GIFT 20,000

ALZHEIMERS ASSOCIATION - JOHN CLARK

225 NORTH MICHIGAN AVENUE SUITE
1700
CHICAGO,IL60601 		NONE PC UNRESTRICTED GIFT 300

AMERICAN RED CROSS - UKRAINE RELIEF

431 18TH STREET NW
WASHINGTON,DC20006 		NONE PC UNRESTRICTED GIFT 5,000

AMERICANS FOR IMMIGRANT JUSTICE

6355 NW 36 STREET NO 2201
MIAMI,FL33166 		NONE PC UNRESTRICTED GIFT 3,500

ANIMAL RESCUE LEAGUE OF BOSTON

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

ANNUNCIATION HOUSE

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

ANTI-SLAVERY INTERNATIONAL

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

ASCENTRIA CARE ALLIANCE

14 EAST WORCESTER STREET SUITE 300
WORCESTER,MA01604 		NONE PC UNRESTRICTED GIFT 1,296

BACKWARD SOCIETY EDUCATION (BASE)

TULSIPUR SUB-METROPLOITAN CITY WARD
6
DANG    
NP 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 50,000

BELOVED COMMUNITY INCUBATOR - MIGRANT SOLIDARITY AID

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

BETHANY HOUSE MINISTRIES

1134 MAIN STREET
MILIS,MA02054 		NONE PC UNRESTRICTED GIFT 1,000

BIRTHRIGHT OF FRAMINGHAM INC

79 MAIN STREET
FRAMINGHAM,MA01702 		NONE PC UNRESTRICTED GIFT 500

BORDER SERVANT CORPS (NM)

1701 MISSOURI AVE
LAS CRUCES,NM880015332 		NONE PC UNRESTRICTED GIFT 5,000

BOSTON COLLEGE

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

BOSTON FOUNDATION INC - HAITI DEVELOPMENT INSTITUTE (HDI)

75 ARLINGTON STREET FLOOR 3
BOSTON,MA02116 		NONE PC UNRESTRICTED GIFT 40,000

BOSTON IMPACT INITITATIVE FUND

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

BRACING NEIGHBORS

10440 RICKY RD
LINCOLN,NE68516 		NONE PC UNRESTRICTED GIFT 10,000

CAMBODIAN LIVING ARTS

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

CARE 2 COMMUNITIES VIA CONTAINERS 2 CLINICS

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

CARROLL SCHOOL

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

CARY MEMORIAL LIBRARY

1874 MASSACHUSETTS AVE
LEXINGTON,MA02420 		NONE PC UNRESTRICTED GIFT 250

CATHOLIC CHARITIES OF THE RIO GRANDE VALLEY

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

CATHOLIC CHARITIES USA - BORDER IS EVERYWHERE PROGRAM

2050 BALLENGER AVE SUITE 400
ALEXANDRIA,VA22314 		NONE PC UNRESTRICTED GIFT 20,000

CATHOLIC CHARITIES

2601 W 4TH ST
WILMINGTON,DE19805 		NONE PC UNRESTRICTED GIFT 2,500

CATHOLIC COMMUNITY SERVICES OF SOUTHERN ARIZONA

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

CATHOLIC RELIEF SERVICES

228 WEST LEXINGTON STREET
BALTIMORE,MD21201 		NONE PC UNRESTRICTED GIFT 12,500

CENTRE HAITIAN DE LA LEADERSHIP DU EXCELENCE (CLE)

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

CHOOSE LOVE INC

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

CLASP

1401 K STREET NW NO 1100
WASHINGTON,DC20009 		NONE PC UNRESTRICTED GIFT 3,500

CLIMATE JUSTICE ALLIANCE

PO BOX 10202
BERKELEY,CA94709 		NONE PC UNRESTRICTED GIFT 30,000

CLOTHESLINE FOR ARLINGTON KIDS

2704 N PERSHING DR
ARLINGTON,VA22201 		NONE PC UNRESTRICTED GIFT 2,000

COLLEGE FOR SOCIAL INNOVATION

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

COLLEGE TRACK

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

COMMUNITY SPONSORSHIP HUB INC

1360 UNIVERSITY AVE W SUITE 104
SAINT PAUL,MN55104 		NONE PC UNRESTRICTED GIFT 10,000

CONNECTDMV

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		NONE PC UNRESTRICTED GIFT 2,500

CONSERVATION INNOVATION FUND

2000 P ST NW STE 201
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 10,000

CORE RESPONSE

6464 SUNSET BLVD NO 530
LOS ANGELES,CA90028 		NONE PC UNRESTRICTED GIFT 5,000

COTAP - CARBON OFFSETS TO ALLEVIATE POVERTY

1200 MT DIABLO BLVD STE 111
WALNUT CREEK,CA94596 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 19,995

DEVELA CAPITAL SA - TECHNICAL ASSISTANCE GRANT

5TA ADENIDA 6-39 EDIFICIO LAS
PLAZAS ZONA 14
GUATEMALA    
GT 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 10,000

DOCTORS WITHOUT BORDERS

333 7TH AVENUE
NEW YORK,NY100015004 		NONE PC UNRESTRICTED GIFT 10,000

DWIGHT HALL AT YALE - MAKE DEATHS COUNT PROJECT

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

EARTHRIGHTS INTERNATIONAL INC

1612 K STREET NW SUITE 800
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 40,000

EARTHSPARK INTERNATIONAL CORP

1616 H ST NW SUITE 900
WASHINGTON,DC20006 		NONE PC UNRESTRICTED GIFT 18,000

EDESIA INC

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

EDGE FUNDERS ALLIANCE

2021 FILLMORE ST STE 66
SAN FRANCISCO,CA94115 		NONE PC UNRESTRICTED GIFT 3,000

ENVIRONMENTAL JUSTICE FOUNDATION

2ND FLOOR GENSURCO HOUSE 3-5
SPAFIELD STREET
LONDON,FARRINGDONEC1R 4QB
UK 		NONE PC UNRESTRICTED GIFT 5,000

FARMINGTON HIGH SCHOOL - SCHOLARSHIPS

10 MONTEITH DRIVE
FARMINGTON,CT06032 		NONE PC UNRESTRICTED GIFT 20,000

FIRST CHURCH IN BELMONT

404 CONCORD AVENUE
BELMONT,MA02478 		NONE PC UNRESTRICTED GIFT 4,000

FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT

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

FOCUS CENTRAL AMERICA

67 MOUNTAIN BLVD 201
WARREN,NJ07059 		NONE PC UNRESTRICTED GIFT 20,000

FONKOZE INC

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

FOODSHED CAPITAL

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

FOUNDATION OPEN COLLECTIVE EUROPE

CANTERSTEEN 10 1000
BRUSSELS    
BE 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 15,000

FRANCISCAN MISSION SISTERS

172 FOSTER STREET
BRIGHTON,MA02135 		NONE PC UNRESTRICTED GIFT 1,000

FREE THE SLAVES INC

1320 19TH STREET NW NO 600
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GIFT 45,000

FREEDOM FOR IMMIGRANTS

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

FREEDOM UNITED

4501 ATLANTIC AVENUE 110
RALEIGH,NC27604 		NONE PC UNRESTRICTED GIFT 60,000

FRIENDS IN SOLIDARITY INC

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

FRIENDS OF THE UNBORN

PO BOX 692246
QUINCY,MA02269 		NONE PC UNRESTRICTED GIFT 500

FRIENDSHIP BRIDGE - GUATEMALA

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

FWDUS EDUCATION FUND

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

GLOBAL GREENGRANTS FUND INC

2840 WILDERNESS PLACE SUITE A
BOULDER,CO80301 		NONE PC UNRESTRICTED GIFT 75,000

GLOBAL IMPACT

1199 NORTH FAIRFAX ST
ALEXANDRIA,VA22314 		NONE PC UNRESTRICTED GIFT 60,000

GLOBAL RESPONSE MANAGEMENT INC

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

GOLD STANDARD

2320 LAST CHANCE RD
ELKO,NV89801 		NONE PC UNRESTRICTED GIFT 7,000

GOOD NEIGHBOR SETTLEMENT HOUSE

1254 E TYLER ST
BROWNSVILLE,TX78520 		NONE PC UNRESTRICTED GIFT 5,000

GRASSROOTS INTERNATIONAL INC

179 BOYLSTON STREET 4TH FLOOR
BOSTON,MA02130 		NONE PC UNRESTRICTED GIFT 55,000

GROUNDSWELL INTERNATIONAL INC

712 H STREET NE SUITE 1355
WASHINGTON,DC20002 		NONE PC UNRESTRICTED GIFT 60,000

HAITIAN BRIDGE ALLIANCE

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

HONNOLD FOUNDATION

C/O WORKHIVE 159 W 300 S
SALT LAKE CITY,UT84101 		NONE PC UNRESTRICTED GIFT 10,000

HOPE BORDER INSTITUTE

8330 PARK HAVEN AVE
EL PASO,TX79907 		NONE PC UNRESTRICTED GIFT 10,000

HOUR CHILDREN INC

36-11 12TH STREET
LONG ISLAND CITY,NY11106 		NONE PC UNRESTRICTED GIFT 5,000

HUMAN RIGHTS FUNDERS NETWORK (HRFN) - VIA PANORAMA GLOBAL

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

HUMANITY RISES

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

IMPACT FARMING FOUNDATION INC

3885 ETTMAN ST
SHRUB OAK,NY10588 		NONE PC UNRESTRICTED GIFT 10,000

INDIGENOUS ENVIRONMENTAL NETWORK

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

INSTITUTE FOR JUSTICE & DEMOCRACY IN HAITI - IJDH

892 PLAIN STREET SUITE 1
MARSHIELD,MA02050 		NONE PC UNRESTRICTED GIFT 10,000

INTERLAKES SUMMER THEATRE

PO BOX 857
MEREDITH,NH03253 		NONE PC UNRESTRICTED GIFT 100

INTERNATIONAL REFUGEE ASSISTANCE PROJECT (IRAP)

ONE BATTERY PARK PLAZA 4TH FL
NEW YORK,NY10004 		NONE PC UNRESTRICTED GIFT 12,500

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PC UNRESTRICTED GIFT 40,000

INTERNET ARCHIVE

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

KEREM NAVOT

PO BOX 10276
JERUSALEM   9110201
IS 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 5,000

KINO BORDER INITIATIVE

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

LACORDAIRE ACADEMY

155 LORRAINE AVE
MONTCLAIR,NJ07043 		NONE PC UNRESTRICTED GIFT 20,000

LAKES REGION CONSERVATION TRUST (LRCT)

PO BOX 766
CENTER HARBOR,NH03226 		NONE PC UNRESTRICTED GIFT 2,000

LAWRENCE ACADEMY

PO BOX 992
GROTON,MA01450 		NONE PC UNRESTRICTED GIFT 11,000

LEXINGTON CATHOLIC COMMUNITY

2001 MASSACHUSETTS AVE
LEXINGTON,MA02421 		NONE PC UNRESTRICTED GIFT 200

LEXINGTON HISTORICAL SOCIETY

PO BOX 514
LEXINGTON,MA02420 		NONE PC UNRESTRICTED GIFT 200

LEXINGTON MONTESSORI SCHOOL INC

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

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
VERNON,CA900581502 		NONE PC UNRESTRICTED GIFT 3,000

MARIPOSA DR FOUNDATION

421 NORTH AURORA STREET
ITHACA,NY14850 		NONE PC UNRESTRICTED GIFT 35,000

MARTHA'S TABLE

2375 ELVANS RD SE
WASHINGTON,DC20020 		NONE PC UNRESTRICTED GIFT 3,000

MASS USPIRG

294 WASHINGTON STREET SUITE 720
BOSTON,MA02108 		NONE PC UNRESTRICTED GIFT 220

MCE SOCIAL CAPITAL

5758 GEARY BLVD 261
SAN FRANCISCO,CA94121 		NONE PC UNRESTRICTED GIFT 23,550

MEDGLOBAL INC

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

MERCY CENTER INC

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

MET OPERA

30 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC UNRESTRICTED GIFT 100

MICHAEL J FOX FOUNDATION

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163 		NONE PC UNRESTRICTED GIFT 200

MIDDLEBURY COLLEGE

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

NATIONAL CATHOLIC REGISTER (NCR)

PO BOX 293178
KETTERING,OH45429 		NONE PC UNRESTRICTED GIFT 5,250

NATIONAL GALLERY OF ART

901 7TH STREET NW 4TH FLOOR
WASHINGTON,DC200013719 		NONE PC UNRESTRICTED GIFT 1,500

NATIONAL NETWORK OF ABORTION FUNDS (NNAF)

9450 SW GEMENI DRIVE PMB 16009
BEAVERTOWN,OR970087105 		NONE PC UNRESTRICTED GIFT 2,500

NATIONAL WILDLIFE REFUGEE ASSOCIATION

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

NATURAL STATE LTD

145 THE PADDOCK LONG ASHTON ROAD
ENGLAND   BS41 9JQ
UK 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 25,000

NEID - BRONZE MEMBERSHIP

131 DARTMOUTH STREET 3RD FLOOR
BOSTON,MA02116 		NONE PC UNRESTRICTED GIFT 7,000

NEID GLOBAL

131 DARTMOUTH STREET 3RD FLOOR
BOSTON,MA02116 		NONE PC UNRESTRICTED GIFT 500

NESST

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

NETWORK EDUCATION PROGRAM

24 E STREET NW SUITE 200
WASHINGTON,DC20011 		NONE PC UNRESTRICTED GIFT 500

NEW HAMPSHIRE PUBLIC RADIO

2 PILLSBURY STREET
CONCORD,NH03301 		NONE PC UNRESTRICTED GIFT 500

NEWFOUND LAKE REGION ASSOCIATION

10 N MAIN STREET UNIT 1
BRISTOL,NH03222 		NONE PC UNRESTRICTED GIFT 15,000

NFTE - STEVE MARIOTTI LEGACY FUND

120 WALL STREET 18TH FLOOR
NEW YORK,NY10005 		NONE PC UNRESTRICTED GIFT 10,000

OUMMAL

MAIN ROAD AL MAHKADA FATHER SEMAAN
DOUAIHY ST SASSINE AKLEH BLDG 1ST F
ZGHARTA    
LE 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 25,000

OUTRIGHT ACTION INTERNATIONAL

80 MAIDEN LANE SUITE 1505
NEW YORK,NY10038 		NONE PC UNRESTRICTED GIFT 65,000

PARTICIPATION & PRACTICE OF RIGHTS PROJECT

6A ALBERT STREET
BELFAST,CO ANTRIMBT1 1FG
UK 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 30,000

PARTNERS IN AGRICULTURE

15 SIRRINE DRIVE
GREENVILLE,SC29065 		NONE PC UNRESTRICTED GIFT 10,000

PATRONATO DE DESARROLLO INTEGRAL LIDIA COGGIOLA EL SALVADOR

COMUNIDAD EL ZAITE LA LIBERTAD
EL ZAITE    
ES 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 9,842

PAX CHRISTI FUND FOR PEACE

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

PLAN INTERNATIONAL

155 PLAN WAY
WARWICK,RI02886 		NONE PC UNRESTRICTED GIFT 25,000

POSSIBILITY LABS - COLLECTIVE ACTION FOR JUST FINANCE (CAJF)

1410 FRANLKIN STREET PMB 135
SAN FRANCISCO,CA94109 		NONE PC UNRESTRICTED GIFT 10,000

POSSIBILITY LABS - TRANSFORMATIVE 25

1410 FRANLKIN STREET PMB 135
SAN FRANCISCO,CA94109 		NONE PC UNRESTRICTED GIFT 5,000

PTALINK VIA NY APPLESEED

PO BOX 6973
NEW YORK,NY10150 		NONE PC UNRESTRICTED GIFT 10,000

PURE HANDS

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

RAICES - REFUGEE & IMMIGRANT CENTER EDU & LEGAL SERVICES

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

RCAB - CATHOLIC APPEAL

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

REFUGEE HEALTH ALLIANCE

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

REFUGEE PROTECTION INTERNATIONAL

PO BOX 624
BELMONT,MA02478 		NONE PC UNRESTRICTED GIFT 20,000

REFUGEPOINT

689 MASSACHUSETTS AVENUE 2ND FLOOR
BOSTON,MA02139 		NONE PC UNRESTRICTED GIFT 26,900

REMAKE

1012 TORNEY AVENUE 202
SAN FRANCISCO,CA94129 		NONE PC UNRESTRICTED GIFT 3,000

ROOT CAPITAL INC

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

ROSTRO DE CRISTO

66 BROOKS DRIVE
BRAINTREE,MA20184 		NONE PC UNRESTRICTED GIFT 10,000

SACRED HEART PARISH

169 CUMMINS HWY
ROSLINDALE,MA02131 		NONE PC UNRESTRICTED GIFT 3,000

SAINT FRANCIS HOUSE

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

SAINT JULIE HAITI PROJECT

305 CABLE STREET
BALTIMORE,MD21210 		NONE PC UNRESTRICTED GIFT 50,000

SANTA FE DREAMERS PROJECT

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

SCALABRINI INTERNATIONAL MIGRATION NETWORK

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

SEATTLE INTERNATIONAL FOUNDATION

1601 5TH AVENUE SUITE 1900
SEATTLE,WA98101 		NONE PC UNRESTRICTED GIFT 10,000

SHAKESPEARE THEATER CENTER

SIDNEY HARMAN HALL 610 F STREET NW
WASHINGTON,DC20037 		NONE PC UNRESTRICTED GIFT 1,800

SHONA GROUP LTD - NEYCHA ACCELERATOR

83 KIRKIA AVENUE
VAL DE GRACE,PRETORIA  
SF 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 50,000

SISTERS OF NOTRE DAME DEVELOPMENT PROGRAM

125 MICHINGAN AVE NW
WASHINGTON,DC20017 		NONE PC UNRESTRICTED GIFT 500

SJM HAITI (SERVICE JESUITE AUX MIGRANTS SOLIDARITE FWONTALYE)

RUE GRANDOIT 3
DELMAS    
HA 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 20,000

SOCIAL CHANGE INITIATIVE

WELLINGTON BUILDINGS 2-4 WELLINGTON
STREET FLOOR 3
BELFAST    
EI 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 50,000

SOCIAL GOOD FUND

12651 SAN PABLO AVE
RICHMOND,CA94805 		NONE PC UNRESTRICTED GIFT 40,000

SOCIETY FOR THE PROTECTION OF NH FORESTS

54 PORTSMOUTH STREET
CONCORD,NH03301 		NONE PC UNRESTRICTED GIFT 500

STICHTING INSTITUTE ON STATELESSNESS AND INCLUSION

GESTELSESTRAAT 134 5615
EIDENHOVEN    
NL 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 50,000

STREET BUSINESS SCHOOL

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

SUNSET POND CAMP

24 MAPLE HILL ROAD
AUBURN,ME04210 		NONE PC UNRESTRICTED GIFT 2,000

SUSTAINABLE ORGANIC INTEGRATED LIVELIHOODS (SOIL)

3950 GREEN VALLEY SCHOOL ROAD
SEBASTOPOL,CA95472 		NONE PC UNRESTRICTED GIFT 15,000

SYNERGOS

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

THE CULTURE AND FREE THOUGHT ASSOCIATION

ELRAHMA ST HAI EL AMAL
KHAN YOUNIS    
OC 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 10,000

THE DAILY SOURCE LTD

3327 JAFFA DRIVE
SARASOTA,FL34239 		NONE PC UNRESTRICTED GIFT 70,000

THE HAITIAN PROJECT

PO BOX 6891
PROVIDENCE,RI02940 		NONE PC UNRESTRICTED GIFT 10,000

THE MAYHEW FOUNDATION

293 WEST SHORE RAOD
BRISTOL,NH03222 		NONE PC UNRESTRICTED GIFT 3,000

THE NATURE CONSERVANCY

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

THE SOCIAL CHANGE NEST - RAWA

CARNEGIE STREET
LONDON   N19QW
UK 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 57,000

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		NONE PC UNRESTRICTED GIFT 3,000

THE WALKER ENTREPRENEURSHIP PROGRAM

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

THOUSAND CURRENTS

548 MARKET ST STE 62831
SAN FRANCISCO,CA94104 		NONE PC UNRESTRICTED GIFT 90,000

TRINITY UNIVERSITY WASHINGTON

125 MICHINGAN AVE NW
WASHINGTON,DC20017 		NONE PC UNRESTRICTED GIFT 10,000

UNITARIAN UNIVERSALIST SERVICE COMMITTEE - UUSC

689 MASSACHUSETTA AVE
CAMBRIDE,MA02139 		NONE PC UNRESTRICTED GIFT 50,000

UNLOCKING COMMUNITIES

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

URGENT ACTION FUND FOR WOMEN'S HUMAN RIGHTS

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

UUCT - NO MORE DEATHS

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

VILLAGE HELP FOR SOUTH SUDAN

34 MADISON AVE APT 1
CAMBRIDGE,MA02140 		NONE PC UNRESTRICTED GIFT 10,000

VITA IMPACT (EURO 4750)

16-17 UPPER ORMOND QUAY
DUBLIN    
EI 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 4,961

WBUR

890 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE PC UNRESTRICTED GIFT 3,000

WGBH

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

WHAT IF FOUNDATION

1563 SOLANO AVE
BERKELEY,CA94707 		NONE PC UNRESTRICTED GIFT 5,000

WHO PROFITS

PO BOX 33541
HAIFA    
IS 		NONE EXPENDITURE RESPONSI UNRESTRICTED GIFT 5,000

WIKIMEDIA FOUNDATION

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

WOMENS AGENDA ON HUMAN RIGHTS NGO

520 8TH AVENUE SUITE 2301 23RD
FLOOR
NEW YORK,NY10018 		NONE EXPENDITURE RESPONSI OPERATIONAL SUPPORT FOR WOMAN'S HUMAN RIGHTS ADVOCACY 20,000

WORKING CAPITAL FOR COMMUNITY NEEDS (WCCN)

211 S PATERSON STREET SUITE 260
MADISON,WI53703 		NONE PC UNRESTRICTED GIFT 10,000
Total .................................right arrow 3a 2,749,964
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 198,748  
4 Dividends and interest from securities ....     14 468,528  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,667,424  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER PORTFOLIO INCOME 		523000   14 95,965  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,430,665 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,430,665
(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
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF
Employer identification number

04-3251269
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
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
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF 		Employer identification number
04-3251269
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
MARTIN DUNN
 
300 BRICKSTONE SQUARE NO 201
 
ANDOVER, MA01810

$ 185,074


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

$ 105,000


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
(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
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF 		Employer identification number

04-3251269
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DUNN FAMILY CHARITABLE FOUNDATION
C/O AHI/LHF 		Employer identification number

04-3251269
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 27,300 27,300   0

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

TY 2024 ExpenditureResponsibilityStmt
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BACKWARD SOCIETY EDUCATION (BASE)
  		DISTRICT OFFICE TULSIPUR MUNICIPALI
Y-6
RAJAURA DANG RAPTI ZONE    
NP 		2024-12-27 50,000 OPERATIONAL SUPPORT FOR HUMAN RIGHTS SUPPORT ORGANIZATION IN NEPAL 50,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
CENTRE HAITIAN DE LA LEADERSHIP DU EXCELENCE (CLE)
  		DOMAINE DES ACAJOUS ALLEE DES
ACAJOUS RUE POMERA
DELMAS    
HA 		2024-12-17 15,000 OPERATIONAL SUPPORT FOR SOCIAL CHANGE LEADERSHIP PROGRAMS 15,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
PATRONATO DE DESARROLLO INTEGRAL LIDIA COGGIOLA EL SALVADOR
  		COMUNIDAD EL ZAITE
LA LIBERTAD    
ES 		2024-05-17 9,842 OPERATIONAL SUPPORT FOR SCHOOL FOR CHILDREN 9,842 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
COTAP - CARBON OFFSETS TO ALLEVIATE POVERTY
  		1200 MT DIABLO BLVD
WALNUT CREEK,CA94596 		2024-12-26 9,990 OPERATIONAL SUPPORT FOR CARBON OFFFSET PROGRAM FBO POVERTY ALLEVIATION 9,990 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
DEVELA CAPITAL SA - TECHNICAL ASSISTANCE GRANT
  		5TA ADENIDA 6-39 EDIFICIO LAS
PLAZAS ZONA 14
GUATEMALA    
GT 		2024-12-17 10,000 OPERATIONAL SUPPORT FOR SUSTAINABLE SME LENDING IN CENTRAL AMERICA 10,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
KEREM NAVOT
  		PO BOX 10276
JERUSALEM    
IS 		2024-12-23 5,000 OPERATIONAL SUPPORT FOR MONITORING AND RESEARCH OF THE WEST BANK 5,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
NATURAL STATE LTD
  		145 THE PADDOCK LONG ASHTON ROAD
BRISTOL   BS419JQ
UK 		2024-08-05 25,000 OPERATIONAL SUPPORT FOR SDG'S FOCUSED ON RESTORING THE NATURAL WORLD 25,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
OUMMAL
  		MAIN ROAD AL MAKHADA FATHER SEMAAN
DOUAIHY STREET SASSINE AKLEH BUILDI
ZGHARTA    
LE 		2024-11-15 25,000 OPERATIONAL SUPPORT FOR RIGHTS AND WELL BEING OF STATELESS INDIVIDUALS 25,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
PARTICIPATION & PRACTICE OF RIGHTS PROJECT
  		6A ALBERT STREET
BELFAST   BT11FG
UK 		2024-10-17 30,000 OPERATIONAL SUPPORT FOR HUMAN RIGHTS ADVOCACY 30,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
SHONA GROUP LTD - NEYCHA ACCELERATOR
  		83 KIRKIA AVENUE
VAL DE GRACE    
SF 		2024-12-16 50,000 OPERATIONAL SUPPORT FOR AGRIBUSINESSES AND REGENERATIVE FOOD SYSTEMS 50,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
SJM HAITI (SERVICE JESUITE AUX MIGRANTS SOLIDARITE FWONTALYE)
  		RUE GRANDOIT 3
DELMAS    
HA 		2024-12-26 20,000 OPERATIONAL SUPPORT FOR HUMANITARIAN AID AND MIGRANT SERVICES 20,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
SOCIAL CHANGE INITIATIVE
  		WELLINGTON BUILDINGS 2-4 WELLINGTON
STREET FLOOR 3
BELFAST    
EI 		2024-10-17 50,000 OPERATIONAL SUPPORT FOR PROGRESSIVE SOCIAL CHANGE 50,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
STICHTING INSTITUTE ON STATELESSNESS AND INCLUSION
  		GESTELSESTRAAT 134
EINDHOVEN   5615LA
NL 		2024-12-18 50,000 OPERATIONAL SUPPORT FOR RIGHTS AND WELL BEING OF STATELESS INDIVIDUALS 20,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
SYNERGOS INSTITUTE INC
  		3 E 54TH STREET
NEW YORK,NY10022 		2024-06-24 25,000 REDUCE POVERTY, OVERCOME INJUSTICE AND ADRESS CLIMATE CHANGE 25,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
THE CULTURE AND FREE THOUGHT ASSOCIATION
  		ELRAHMA ST HAI EL AMAL
KHAN YOUNIS    
OC 		2024-12-24 10,000 OPERATIONAL SUPPORT FOR HUMAN RIGHTS SUPPORT ORGANIZATION IN GAZA 10,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
THE SOCIAL CHANGE NEST - RAWA
  		ALL SAINTS CHURCH HALL CARNEGIE ST
LONDON   N19QW
UK 		2024-12-30 57,000 OPERATIONAL SUPPORT FOR RIGHTS AND WELL BEING OF STATELESS INDIVIDUALS 57,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
VITA IMPACT (EURO 4750)
  		16-17 UPPER ORMOND QUAY
DUBLIN    
EI 		2024-12-31 4,961 OPERATIONAL SURPPORT FOR CLIMATE JUSTICE AND SOCIAL IMPACT 4,961 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
WHO PROFITS
  		PO BOX 33541
HAIFA    
IS 		2024-12-31 5,000 OPERATIONAL SUPPORT FOR MONITORING AND RESEARCH OF THE PRIVATE SECTOR 5,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.
WOMENS AGENDA ON HUMAN RIGHTS NGO
  		520 8TH AVENUE SUITE 2301 23RD
FLOOR
NEW YORK,NY10018 		2024-05-07 20,000 OPERATIONAL SUPPORT FOR WOMAN'S HUMAN RIGHTS ADVOCACY 20,000 NO KNOWLEDGE OF ANY DIVERSION OF ANY PORTION OF THE GRANT FUNDS. THE GRANTEE'S INITIAL REPORT IS REQUIRED TO BE SUBMITTED   VERIFICATION WILL OCCUR FOLLOWING RECEIPT OF THE GRANTEE'S INITIAL REPORT AS DEEMED NECESSARY.

TY 2024 InvestmentsCorpBondsSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Name of Bond End of Year Book Value End of Year Fair Market Value
SANFORD C. BERNSTEIN & CO, LLC - AB SUST THEMATIC CORP BOND 2,055,531 2,050,325

TY 2024 InvestmentsCorpStockSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Name of Stock End of Year Book Value End of Year Fair Market Value
AB PRIVATE CREDIT MIDDLE MARKET DIRECT LENDING FUND 598,581 592,116
AVENUE EUROPE (AESSF III) 167,929 693,644
EARTHSPARK & PARTICIPANT POWER LLC 492,231 492,231
GMO CLIMATE CHANGE FUND 1,213,125 976,308
JP MORGAN INVESTMENT 1,422,386 1,523,176
JPM SALTONSTALL PORTFOLIO INVESTMENT ACCOUNT 1,512,435 3,595,163
JPM US TECHNOLOGY LEADERS #6001 1,526,223 2,549,066
PARTNERS INNOVATION FUND II LP 329,968 381,797
SANFORD C. BERNSTEIN & CO, LLC - AB SUSTAINABLE INTL THEMATIC 1,655,215 1,993,089
SANFORD C. BERNSTEIN & CO, LLC - INT'L STRATEGIC 3,351,583 3,617,936
SANFORD C. BERNSTEIN & CO, LLC - STRATEGIC US EQUITY "GROWTH" 11,443,932 14,630,816
SPARKOMETER 250,000 250,000

TY 2024 InvestmentsOtherSchedule2
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AHI-LHF PARTNERS AT COST 1,439,441 1,068,158
ALLIANCE BERNSTEIN SECURITIES ASSET FUND I LP AT COST 594,334 538,585
ARBORVIEW CAPITAL PARTNERS II LP AT COST 641,899 904,014
CABAN SYSTEMS, INC. AT COST 225,534 231,819
CLEAN ENERGY VENTURE FUND LP AT COST 835,839 1,235,309
DF IMPACT CAPITAL AT COST 3,984,718 4,001,000
GIRAFFE BIOENERGY AT COST 50,000 50,000
GSO ENERGY OPPORTUNITIES FUND AT COST 37,785 48,777
HLM VENTURE PARTNERS V LP AT COST 347,357 703,086
HPS CORPORATE LENDING FUND AT COST 1,000,000 1,047,853
HPS MEZZANINE PRIVATE INVESTORS 2019 LP AT COST 628,022 822,650
JPM CHASE - BATTERY PARK HYCDO AT COST 490,840 0
POLYGON RECOVERY FUND AT COST 12,106 19,261
POWER:ON CL AT COST 54,978 55,038
PRIME IMPACT EQUITY FUND I LLC AT COST 883,451 1,542,515
SUNGATE SOLAR HOLDING LLC AT COST 974,678 959,485
VARDE DISLOCATION FUND II AT COST 250,000 318,092

TY 2024 OtherAssetsSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ENCAP FLATROCK MIDSTREAM ENERGY FUND 79,922 81,845 25,985
PROMISSORY NOTE - FONKOZE 100,000 100,000 100,000
PROMISSORY NOTE - GEORGIE BADIEL FOUNDATION 33,000 33,000 33,000
ONE POWER 100,000 100,000 100,000


TY 2024 OtherExpensesSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 353,284 353,284   0
WIRE/BANK FEES 102 102   0
INVESTMENT INTEREST EXPENSES 5,984 5,984   0
NONDEDUCTIBLE INVESTMENT EXPENSES 3,332 0   0
WEBSITE DEVELPMENT 4,875 4,875   0


TY 2024 OtherIncomeSchedule2
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME 95,965 95,965 95,965


TY 2024 TaxesSchedule
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 28,549 0   0
FOREIGN TAXES 1,892 1,892   0
STATE TAXES 1,453 1,453   0


TY 2024 TransfersFrmControlledEntities
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Name US /
Foreign Address		 EIN Description Amount
DF IMPACT CAPITAL 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		84-5082320 NONE 850,000
SUNGATE SOLAR HOLDINGS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		47-3962364 NONE 152,000
AHI-LHF PARTNERS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		04-3475616 NONE 0
Total     0

TY 2024 TransfersToControlledEntities
Name:
DUNN FAMILY CHARITABLE FOUNDATION
 
C/O AHI/LHF
EIN:
04-3251269
Name US /
Foreign Address		 EIN Description Amount
DF IMPACT CAPITAL 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		84-5082320 CASH INVESTMENTS IN HOLDING COMPANY. 850,000
SUNGATE SOLAR HOLDINGS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		47-3962364 CASH INVESTMENTS IN HOLDING COMPANY. 152,000
AHI-LHF PARTNERS LLC 300 BRICKSTONE SQUARE SUITE 201
ANDOVER,MA01810 		04-3475616 NONE 0
Total     1,002,000