Nonprofit · EIN 45-3077366
THE DUNN FAMILY CHARITABLE FOUNDATION
Tax-exempt · SARASOTA, FL 34242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,131,328 | $299,105 | $832,223 | $4,323,063 | $0 | $4,323,063 |
| December 31, 2023 | 990-PF | $177,456 | $219,038 | -$41,582 | $3,907,699 | $0 | $3,907,699 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $404,280
- Dividends
- $81,246
- Interest
- $903
- Net gain from sales of assets
- $644,899
Expenses
- Grants and similar amounts paid
- $234,580
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $234,580
- Excise tax on investment income
- $9,233
Balance sheet and other
- Total assets, start of year
- $3,907,699
- Total assets, end of year
- $4,323,063
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,323,063
- Fair market value of assets
- $4,905,064
- Qualifying distributions
- $234,580
- Net investment income
- $727,048
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL T DUNN 5919 MIDNIGHT ROAD PASS, SARASOTA, FL 34242 | PRESIDENT & DIRECTOR | 1 | $0 |
| KATHLEEN E DUNN 5919 MIDNIGHT ROAD PASS, SARASOTA, FL 34242 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel T Dunn 5919 Midnight Road Pass, Sarasota, FL 34242 | Pres, Dir, Sec | 1 | $0 |
| Kathleen E Dunn 5919 Midnight Road Pass, Sarasota, FL 34242 | VP | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5919 MIDNIGHT PASS RD, SARASOTA, FL 34242-8707
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- DANIEL T DUNN, PRESIDENT & DIRECTOR
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-3077366
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,323,063
- Income (IRS master file)
- $5,847,844
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,131,328 | $299,105 | $4,323,063 | XML |
| 990-PF | December 2023 | $177,456 | $219,038 | $3,907,699 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3077366).
Questions about THE DUNN FAMILY CHARITABLE FOUNDATION
- What is the EIN of THE DUNN FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE DUNN FAMILY CHARITABLE FOUNDATION is 45-3077366.
- Is THE DUNN FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to THE DUNN FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE DUNN FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE DUNN FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE DUNN FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE DUNN FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE DUNN FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,131,328, expenses of $299,105 and total assets of $4,323,063 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations