Nonprofit · EIN 04-3251269
DUNN FAMILY CHARITABLE FOUNDATION
Tax-exempt · ANDOVER, MA 01810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,720,739 | $3,499,499 | $221,240 | $39,709,106 | $0 | $39,709,106 |
| December 31, 2023 | 990-PF | $1,867,146 | $3,573,705 | -$1,706,559 | $39,487,866 | $0 | $39,487,866 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $290,074
- Dividends
- $468,528
- Interest
- $198,748
- Net gain from sales of assets
- $2,667,424
- Other income
- $95,965
Expenses
- Grants and similar amounts paid
- $2,749,964
- Compensation of officers, directors and key employees
- $320,000
- Disbursements for charitable purposes
- $2,859,964
- Excise tax on investment income
- $39,240
Balance sheet and other
- Total assets, start of year
- $39,487,866
- Total assets, end of year
- $39,709,106
- Total liabilities, end of year
- $0
- Net assets, end of year
- $39,709,106
- Fair market value of assets
- $48,074,434
- Qualifying distributions
- $2,859,964
- Net investment income
- $3,430,665
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 |
|---|---|---|---|
| WILLIAM J CHASE CO DUNN CHARI FOUN 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE/CONTROLLER | 20 | $200,000 |
| RAYMOND J DUNN IV CO DUNN CH FND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | EXECUTIVE DIRECTOR | 10 | $100,000 |
| MARGARET DUNN CO DUNN CHARIT FOUND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $20,000 |
| LOUISE DUNN III CO DUNN CHARIT FND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| MARTIN DUNN CO DUNN CHARITABLE FOUN 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| PETER DUNN CO DUNN CHARITABLE FOUND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J CHASE CO DUNN CHARI FOUN 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE/CONTROLLER | 20 | $135,000 |
| RAYMOND J DUNN IV CO DUNN CH FND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | EXECUTIVE DIRECTOR | 10 | $90,000 |
| MARGARET DUNN CO DUNN CHARIT FOUND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $12,474 |
| LOUISE DUNN III CO DUNN CHARIT FND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| MARTIN DUNN CO DUNN CHARITABLE FOUN 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
| PETER DUNN CO DUNN CHARITABLE FOUND 300 BRICKSTONE SQUARE NO 201, ANDOVER, MA 01810 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 300 BRICKSTONE SQ STE 201, ANDOVER, MA 01810-1497
- In care of
- % AHI
- Signed the 990-PF
- WILLIAM J CHASE, CONTROLLER
- Phone
- (617) 513-9918
- Return prepared by
- CBIZ ADVISORS LLC
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
- 04-3251269
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $39,709,106
- Income (IRS master file)
- $6,192,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,720,739 | $3,499,499 | $39,709,106 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,867,146 | $3,573,705 | $39,487,866 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | October 2019 | – | – | – | IRS |
| 990-PF | October 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 04-3251269).
Questions about DUNN FAMILY CHARITABLE FOUNDATION
- What is the EIN of DUNN FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DUNN FAMILY CHARITABLE FOUNDATION is 04-3251269.
- Is DUNN FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to DUNN FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DUNN FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of 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 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 DUNN FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 3 received compensation from the organization, the highest $200,000 (WILLIAM J CHASE CO DUNN CHARI FOUN, TRUSTEE/CONTROLLER).
- How much revenue does DUNN FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,720,739, expenses of $3,499,499 and total assets of $39,709,106 at year end.
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All nonprofits in ANDOVER · Massachusetts · Philanthropy, voluntarism and grantmaking foundations