2024-04-06T17:11:01-05:00 2023-06-30 135565207 KPMG LLP 1000 N WALNUT ST STE 1100 KANSAS CITY MO 64106 990PF 2022-07-01 431244010 DUNN FAMILY FOUNDATION DUNN 8164748600 1001 LOCUST KANSAS CITY MO 64106 ROBERT P DUNN PRESIDENT 8164748600 2024-04-05 1 ROBERT DUNN 999009999 0 MICHAEL ROOS P00642825 8168025200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1083048 X X 18342 18342 -7224 136815 14823 11118 33165 0 0 0 0 0 500 0 0 0 12965 2965 0 0 13465 2965 0 0 131750 131750 145215 2965 0 131750 -134097 30200 0 197963 172711 172711 18974 25031 25031 353484 260910 592358 198271 197990 187301 125300 125300 105647 893992 781942 1083048 0 0 X 820290 893992 0 0 73702 -112050 893992 781942 893992 781942 893992 -134097 22047 781942 0 781942 ALLY FINANCIAL INC P 2020-06-30 2022-08-19 8125 9306 -1181 -1181 P P G INDS INC P 2020-06-30 2022-08-19 8559 9016 -457 -457 PULTE HOMES INC P 2020-06-30 2022-08-19 10969 12384 -1415 -1415 TRAVEL AND LEISURE CO P 2020-06-30 2022-08-19 7883 9752 -1869 -1869 META PLATFORMS INC P 2020-06-30 2022-11-02 6945 11017 -4072 -4072 EMBECTA CORP P 2020-06-30 2023-02-16 292 213 79 79 AMETEK AEROSPACE PROD INC P 2020-06-30 2023-02-24 13383 8154 5229 5229 BECTON DICKINSON & COMPANY P 2020-06-30 2023-02-24 10685 9090 1595 1595 COOPER COS INC P 2020-06-30 2023-02-24 6617 3940 2677 2677 FIDELITY NATIONAL INFORMATION SERVICES P 2020-06-30 2023-02-24 5212 6449 -1237 -1237 MICROSOFT CORP D 2020-06-30 2023-02-24 9949 958 8991 8991 PROLOGIS INC P 2020-06-30 2023-02-24 7884 8057 -173 -173 MICROSOFT CORP D 2020-06-30 2023-03-09 7560 718 6842 6842 TRUIST FINANCIAL CORPORATION P 2020-06-30 2023-03-29 6319 7919 -1600 -1600 BLACKROCK INC P 2020-06-30 2023-05-05 9592 5740 3852 3852 CROWN CASTLE INC P 2020-06-30 2023-05-05 8841 9664 -823 -823 COMMERCE BOND FUND #333 P 2020-06-30 2023-02-24 8000 9615 -1615 -1615 14823 0 420 0 420 0 420 1417 0 0 0 1417 0 997 997 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A NANCY PHELPS 8164748600 1001 LOCUST KANSAS CITY MO 64106 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H DUNN SR 53 COVENTRY COURT PRAIRIE VILLAGE KS 66208 CHAIRMAN/DIRECTOR 1.00 0 0 0 ROBERT P DUNN 8943 CEDAR DRIVE PRAIRIE VILLAGE KS 66207 CHAIRMAN/DIRECTOR 1.00 0 0 0 KEVIN A DUNN 8901 CATALINA DRIVE PRAIRIE VILLAGE KS 66207 DIRECTOR 1.00 0 0 0 AMY BILLINGS 418 N OLIVIA AVE LAWRENCE KS 66049 DIRECTOR 1.00 0 0 0 KATIE DUNN FITZGERALD 8401 DELMAR LANE PRAIRIE VILLAGE KS 66207 DIRECTOR 1.00 0 0 0 JOE DUNN 228 W 4TH STREET 201 KANSAS CITY MO 64105 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 0 792272 200913 105647 1098832 0 0 1098832 16482 1082350 54118 54118 420 420 53698 0 53698 0 53698 131750 0 131750 53698 0 0 914194 676571 243407 109624 1943796 131750 0 0 0 53698 78052 0 0 2021848 0 0 0 0 0 0 914194 1107654 676571 243407 109624 78052 MARIA O'CONNOR GRANT SPECIALIST 1001 LOCUST ST KANSAS CITY MO 64106 8164748600 MARIA.OCONNOR@JEDUNN.COM MISSION, GOALS AND OBJECTIVES OF THE ORGANIZATION INTENDED USE OF FUNDS AND PROJECTED OUTCOMES LIST OF BOARD MEMBERS MAJOR FUNDING SOURCES IRS 501(C)3 DETERMINATION LETTER AUDITED FINANCIALS (FOR AT LEAST THE PAST YEAR) N/A N/A ADVICE & AID PREGNANCY CENTERS INC 10901 GRANADA LN OVERLAND PARK KS 66211 PC ADVICE & AID SERVICES FOR PREGNANT WOMEN 500 ALEXANDRAS HOUSE 638 W 39TH TERRACE KANSAS CITY MO 64111 PC ABNORMAL PREGNANCY HELP PROGRAMS 500 ARCHDIOCESE OF KANSAS CITY KS 12615 PARALLEL PARKWAY KANSAS CITY KS 66109 PC RELIGION PROGRAMS 10000 BENEDICTINE COLLEGE 1020 N 2ND ST ATCHISON KS 66002 PC PROVIDES EDUCATION WITHIN A COMMUNITY OF FAITH 5000 BISHOP SULLIVAN CENTER INC 6435 E TRUMAN RD KANSAS CITY MO 64126 PC FOOD PROGRAMS, JOB SEARCH PROGRAMS, AND PERSONAL SERVICE PROGRAMS 500 BRIDGING THE GAP 1427 W 9TH STREET SUITE 201 KANSAS CITY MO 64101 PC ENVIRONMENTAL EDUCATION PROGRAMS 5000 CATHOLIC CHARITIES OF KANSAS CITY-ST JOSPEH INC 4001 DR MARTIN LUTHER KING JR BLVD SUITE 250 KANSAS CITY MO 64130 PC HUMAN SOCIAL SERVICES RESOURCES 5000 CATHOLIC CHARITIES OF NORTHEAST KANSAS INC 9720 W 87TH ST OVERLAND PARK KS 66212 PC PROVIDE HELP TO INDIVIDUAL AND FAMILIES IN NORTHEAST KANSAS 2500 CHURCH OF THE NATIVITY 3800 WEST 119TH STREET LEAWOOD KS 66209 PC PROVIDES EDUCATION 2500 FRIENDS OF LAKESIDE NATURE CENTER INC 4701 E GREGORY BLVD KANSAS CITY MO 64132 PC EDUCATIONAL AND RECREATIONAL RESOURCE 2500 GABRIEL PROJECT KANSAS CITY 3021 N 54TH ST KANSAS CITY KS 66104 PC UNPLANNED PREGNANCY HELP PROGRAMS 5000 KANBES MARKET 3119 TERRACE ST KANSAS CITY MO 64111 PC TRANSPORTATION OF HEALTHY FOOD 5000 MAKE-A-WISH FOUNDATION OF MISSOURI INC 13523 BARRETT PARKWAY DRIVESUITE 241 BALLWIN MO 63021 PC CREATE LIFE CHANGING WISHS FOR CHILDREN WITH CRITICAL ILLNESSES 2500 MATTHEW 19 14 INC DBA EMBRACE 8900 STATE LINE ROAD STE 500 LEAWOOD KS 66206 PC SPECIAL NEEDS PROGRAM 25000 NATIONAL PARKINSON FOUNDATION HEARTLAND 1501 NW 9TH AVENUE / BOB HOPE ROAD MIAMI FL 33136 PC PARKINSONS DISEASE RESEARCH AND RESOURCES 17500 NOTRE DAME DE SION SCHOOLS OF KANSAS CITY 3823 LOCUST ST KANSAS CITY MO 64109 PC PROVIDE EDUCATION FOR STUDENTS 2500 SCHOOL OF LOVE 10412 CODY ST OVERLAND PARK KS 66214 PC MARRIAGE PREPARATION PROGRAMS 2500 SLEEPY HEAD BEDS 4741 CENTRAL 244 KANSAS CITY MO 64112 PC REDISTRUBUTE BEDS AND BEDDING TO FAMILIES 2500 ST ANN CATHOLIC CHURCH 7231 MISSIONS ROAD PRAIRIE VILLAGE KS 66208 PC RELIGION PROGRAMS 2500 ST PAUL CENTER FOR BIBLICAL THEOLOGY 1468 PARKVIEW CIRCLE STEUBENVILLE OH 43952 PC RELIGION PROGRAMS 1000 ST PAULS OUTREACH INC 2520 LEXINGTON AVENUE SOUTH MENDOTA HEIGHTS MN 55120 PC PROVIDE MISSIONAL COMMUNITY FOR YOUNG ADULTS 8500 THE AIDAN PROJECT 500 WESTPORT RD KANSAS CITY MO 64111 PC EARLY INTERVENTION THERAPY SERVICES 5000 THE LILABEAN FOUNDATIONS INC 105 ROCKDALE DRIVE SILVER SPRING MD 20901 PC CRITICAL CHILDHOOD BRAIN CANCER RESEARCH 2500 THE OLIVIA BLOOMFIELD FOUNDATION 8116 MEADOW LANE LEAWOOD KS 66206 PC FURTHER MEDICAL RESEARCH DEVOTED TO CONGENITAL MUSCULAR DYSTROPHY 5000 THE SACRED TRANSITION INC 269 COBB PARKWAY SE SUITE A5 360 SMYRNA GA 30080 PC PROVIDE CARE AND SUPPORT TO PEOPLE LIVING WITH CANCER, CAREGIVERS AND GRIEVING FAMILIES 750 UPPER ROOM INC 300 E 39TH STREET SUITE 2M KANSAS CITY MO 64111 PC SPIRITUAL RESOURCES 10000 131750 0 14 14 18342 18 -7224 0 11118 0 11118 0 0 0 0 0 0 0 0 0 0 N/A 0 COMMERCE BOND FUND 169225 159507 FIDELITY ADVISOR FLOATING RATE 28765 27794 MATERIALS SELECT SECTOR 3472 4972 EQT CORPORATION 6608 6581 PIONEER NAT RES CO 17402 21754 VALVOLINE INC 6560 10690 ALPHABET INC CLASS C 3312 24194 FISERV INCORPORATED 5718 6938 MICROSOFT CORP 3279 54146 EATON CORP PLC 4753 18099 HONEYWELL INTL INC 7446 9338 REGAL REXNORD CORPORATION 11574 20007 JP MORGAN CHASE & CO 11050 18907 LPL FINANCIAL HOLDINGS INC 8954 11959 MORGAN STANLEY DEAN WITTER & CO 11238 20923 NASDAQ INC 3427 7478 VISA INC CLASS A SHARES 4904 13061 APPLE INC 9120 89032 KEYSIGHT TECHNOLOGIES INC 5160 12559 MOTOROLA SOLUTIONS INC 6348 11731 RAYTHEON TECHNOLOGIES CORP 14111 15182 TEXAS INSTRUMENTS INC 12537 20702 UNION PACIFIC CORP 6855 13300 NEXTERA ENERGY INC 903 9275 CHARTER COMMUNICATIONS INC A 6362 5511 MCDONALDS CORP 9100 16413 AMAZON COM INC 7807 28679 LOWES COMPANIES INC 6128 16928 MONDELEZ INTERNATIONAL INC 8610 14223 PEPSICO INC 8479 13892 ABBOTT LABS 9327 9267 DANAHER CORP 2537 8400 ISHARES BIOTECHNOLOGY ETF 10665 13331 STRYKER CORP 8128 10678 THERMO FISHER CORP 672 10435 MCKESSON CORPORATION 4493 6410 T-MOBILE US INC 13871 17363 LIFE INSURANCE AT COST 125300 105647 INVESTMENT FEE 2965 2965 0 0 LIFE INSURANCE PREMIUMS 10000 0 0 0 QUALIFIED APPRECIATED STOCK DISPOSAL 22047 INCOME TAX 500 0 0 0